1 / 45

ERMS: A review

ERMS: A review. Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding. NISO E-Resource Management Forum: The What, Why, and How for Managing E-Resources Sept 23-34, 2007 Denver Colorado. Presentation Scope.

sailor
Télécharger la présentation

ERMS: A review

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ERMS: A review Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding NISO E-Resource Management Forum: The What, Why, and How for Managing E-Resources Sept 23-34, 2007 Denver Colorado

  2. Presentation Scope • Historical context of ERM • Commercial involvement • ERM in the context of broader trends in library automation

  3. How did we get here? • The journal collections of libraries making dramatic shift from print to electronic format • Existing library automation software lacked the ability to accommodate libraries needs in managing these large collections of e-journal content

  4. Historical context • Format shift well underway by the late 1990’s • Informal systems employed in libraries to track e-journal collections • Automation crisis let to efforts to design systems to provide a more systematic approach

  5. Chronology of ERM Development • Late 1990’s: Jake – Jointly administered knowledge environment – public domain collaborative effort to manage e-journal holdings data • 2000: Serials Solutions launches A-Z list for e-journals • May 2002: NISO / DLF Workshop on Standards for Electronic Resource Management • Jun, 2002: Innovative Interfaces announces Electronic Resources Management • Jun 2004: Dynix announces development of Horizon ERM product Jun 2004: Ex Libris announces Verde • Jun 2004 Endeavor Information Systems announces Meridian electronic resource management platform • Jun 2004: VTLS announces VERIFY electronic resource management product. Tri-College consortium as development partner. • Oct 2005: Serials Solutions launches ERMS • Dec 2005 NISO initiative for SUSHI • Lightening speed??

  6. Data driven • A fundamental characteristic of the ERM involves its reliance on high-quality e-journal holdings data • Software and technology cannot compensate for weak e-journal data.

  7. Profile-based management • Individual check-in model used for print not sustainable with electronic subscription format • Manage e-journals based on a profile of subscriptions • Struggle to integrate e-Journals with existing automation environment • Interest to move from separate E-journal finding aids to a more integrated environment for the public • Interest in integrating management of e-journals into overall library workflows

  8. E-Journal Data • Problem: difficult to know what titles and issues of journal content might be available to library users. • Much content acquired through aggregated products • Coverage constantly in flux • Based on ever-changing arrangements between aggregators and publishers • Not possible for libraries to manage manually • Profile-based strategy • Develop a profile of the library’s subscriptions • Determine actual holdings based on that profile in combination with up-to-date information from knowledgebase.

  9. E-Journal Data Sources • Jake – Jointly administered knowledge environment • Serials Solutions • Ex Libris • Openly Informatics • TDNet

  10. MARC data services • Delivery of MARC records that can be loaded into the library’s ILS • Synchronize ILS catalog with external e-journal management systems

  11. ERM A new automation product genre

  12. ERM Goals • Are we getting everything we’re paying for? • Avoiding overlap or redundancy • Support for collections decisions • Vendor performance • Cost / View • Trend analysis

  13. ERM Need • Investments in electronic content increasing • For many libraries expenditures on electronic exceeds print • Gaps in infrastructure related to the management of e-content • License terms • License text • Collection analysis

  14. ILS Vendor involvement

  15. Innovative Interfaces • One of the largest automation companies serving public, academic, and special libraries • Earliest commercial offering in the ERM genre • Stand-alone system that can be used independently of Millennium • WebBridge – OpenURL linking product • Research Pro – federated search • Content Access Service • e-journal holdings data • MARC Record Service • A-Z list • Web-based profile manager • In-house development model

  16. Ex Libris • Company focused primarily on academic libraries • Strategic interest in electronic content • Technology-focused company • First in the OpenURL linking front • Verde launched in 2004 • Primo as public interface for its entire product suite

  17. Ex Libris • SFX • MetaLib • SFX Central Knowledge Base • MARCit Marc Record Service • Verde • Primo • In-house development model

  18. VTLS • Verify launched in June 2004 • Tri-college Consortium (Bryn Mawr, Haverford and Swarthmore) was an early development partner • Version 2 announced Jan 2006 • Minimal sales in US

  19. SirsiDynix • Dynix developing ERM for Horizon • Announced June 2004 • Sirsi Developing ERM for Unicorn • April 2006: Dropped local development in favor of a strategic agreement with Serials Solutions • Working toward a future version of Unicorn/Symphony that offers some level of integration with SS ERMS.

  20. The Library Corporation • Primarily focused on public libraries • Partnership to market Gold Rush

  21. ILS Vendor Perspective • Mixed strategies • Several have failed to take advantage of opportunities as libraries make transition toward increasingly electronic collections • Paved the way for new companies specializing in management of electronic content

  22. E-content Specialist Vendors

  23. Serials Solutions • Revolves around e-journal database • 106,000 unique titles • 5,000 databases • 360 product suite • 360 Link • 360 Search • 360 MARC updates • 360 Resource Manager • A-Z List • Federated Search • Electronic Resource Management • Federated Search

  24. Serials Solutions • ERAMS Electronic Resources Access and Management Services • Collect, Correct, Connect, Control • See: erams.org

  25. Cambridge Information Group • Serials Solutions • 360 product suite • Ulrichs Serials Analysis System • Ulrichsweb.com • R.R. Bowker • Syndetic Solutions • Medialab Solutions / AquaBrowser Library

  26. TDNet • Technology development started in 1998 • Ben Gurion University in Israel • First commercial product launched Aug 2000 • Subsidiary of Teldon Information Systems • US Subsidiary in West Chester, PA

  27. TDNet e-Resource Manager • Searcher Analyzer – Federated Search • Journal Manager – product for access and management of e-journals • TOUResolver – OpenURL link resolver • Holding Manager – MARC record service • Knowledge Base – proprietary repository of e-jouranl holdings data (90,000 titles / 600 collections)

  28. Openly Informatics • Now a division of OCLC • 1Cate link resolver (One click to everywhere) • UHF Holdings Data Service (60,000 serial publications / 900 publishers) • Technology and data products offered as integrated components through other vendors

  29. Gold Rush • Developed by the Colorado Alliance of Research Libraries • Includes e-journal holdings database • Gold Rush Reports • Gold Rush Complete • e-journal locator interface for public • OpenURL resolver • ERM functionality • http://grweb.coalliance.org/ • Partnership with The Library Corporation

  30. EBSCO • No product in the ERM genre per se • Offers a suite of tools provide a range of services that simplifies the acquisition and management of e-journals and e-journal packages through products like EBSCONET and EJS, • End-user access to all of a library's e-resources through services like EBSCO A-to-Z, LinkSource and WebFeat. • Electronic Journal Service – access and management tool. (used by 6,000 libraries) • 15,000 libraries using EBSCONET

  31. Scholarly Stats • MPS Technologies • Online portal for statistics related to the use of electronic resources

  32. Library Developed Solutions

  33. NCSU E-Matrix • Serials, Journals and ERMS • Late stages of development • Functionality: • Licensing, access, description, reporting • Development started spring 2003 • http://www.lib.ncsu.edu/e-matrix/

  34. Commercial options narrowing • Several products have fallen off • ENCompass • Meridian • Horizon ERM • Unicorn ERM • LinkFinderPlus • Library adoption of ERM very slow relative to other technology categories

  35. ERM Product suites • Serials Solutions • Ex Libris • TDNet

  36. Marketshare • Innovative Interfaces Electronic Resources Management • 241 contracts • 219 installed • Serials Solutions 360 Resource Manager • 140 implementations in production • 209 individual libraries • Ex Libris Verde • 108 library customers

  37. ERM Automation Context

  38. Dis-integrated environment • Integrated Library System • OpenURL Link Resolver • Electronic Resource Management System • Federated Search • Alternative Interfaces

  39. ILS for E-Content? • Failure of the ILS to evolve to provide functionality for electronic content • The ILS vendors were too busy building the systems we were asking them to build • No business model to support major re-development of the ILS • Proliferation of separate modules for functionality that could have been integrated. • E-Content profile module • Native OpenURL resolution

  40. Multiple layers of e-content management • Listings • Linking • Federated search • Back-room management • Comprehensive full-text search

  41. ILS Integration • Scope – what will be managed in the ILS vs external systems • Workflows: • Integrated workflow that treats both electronic and print • Separate workflows for print and electronic

  42. The Gulf between print and electronic content • Current environment fosters separate treatment of print and electronic collections • Back-end processing • End-user interfaces

  43. How to fit ERM data into ILS? • Bibliographic description • Serial holdings records • Vendor files • Fund management • Discrete funds for each collection area • Vendor Performance Reports • Acquisitions /Procurement functions • Payment processing • Interface with local accounting systems • EDI interface with vendors

  44. Comprehensive discovery • Strong interest in next-generation library interfaces that offer a single point of entry for the discovery of all aspects of the library’s collections and services • Books + articles • Print + electronic • Metadata > Full text

  45. Challenges • Comprehensive discovery models for library users • Efficient workflow models for library staff • Sustainable management of electronic content

More Related