erms with erams and 2007 dev plans

Helping Your Library Be The Best Partner For Research

Jeff Aipperspach

Technical Product Manager

E-Resource Access and Management Services

Helping Your Library Be The Best Partner For Research

Helping Your Library Be the Best Partner for Research

• Minimize data entry in different systems

• Integrate management with access

• Combine local data with authoritative data

Today’s electronic collections require complete, integrated solutions


New Business Category (ERAMS)


• E-Resource Access and Managements Services (ERAMS)

• The Web has changed how we deliver and consume information– The shift from physical to digital delivery of information has created new

requirements and opportunities for delivering effective library experiences

• The Web has profoundly transformed the nature of library collections

– The majority of new acquisitions are Web-based

– Collections have increased dramatically and content is available anytime, anywhere

– Web search engines compete with libraries


New Business Category (ERAMS)


• A new way of thinking about how we manage library collections and make them accessible

– Technologies used for physical collections are not suited for the challenges of electronic resources

– ERAMS augment the physical library and the ILS

• A rapidly emerging planning and budgeting category

– ERAMS help ensure the capabilities and relevance of libraries moving forward

• A collection of tools and services that help libraries to

– Optimize access, usage, collections and workflows


Key Technology Requirements for ERAMS


• Integration – Requires that data, access, and management tools work together

seamlessly to connect patrons with content quickly and easily, enable more efficient library workflows, and reduce workloads for librarians

• Interoperability – Requires active participation within the library community and

standards bodies, and partnerships with libraries of all sizes

– SFX in use with many of our customers

• Web-native technology – Requires technology that has been designed for the Web from the

ground up to take full advantage of the functionality and potential of

the Internet


ERMS – Integrate Resource Access & Management


Integrate management with access •ERMS is tightly integrated with Serials Solutions’ resource discovery products

•Make a single change that affects all access services, eliminating redundant data entry

•Ensure patrons and staff all see same, accurate data


Why Electronic Resource Management?


Vendor License

s

Terms of Use

Access URLs

Coverage Dates

Costs

Trial Notes

Logins & Passwords

Usage Stats

Acquisition Notes

Outage Reports

Renewal Dates Vendor

Contacts

MARC Record

s

Proxies

IP Addresses

Admin URL

A-to-Z

Link Resolver

Fed SearchWorkflo

w


Grow collection to best fit your individual library’s needs

Reduce time required to manage the collection

Reduce costs to purchase and maintain the collection

Gain Control Over Your Electronic Resources


ERM solutions help you gain control over the complex and time consuming process of selecting acquiring, and managing electronic resources.


ERMS – Solves Lifecycle and Workflow Issues


Resource Lifecycle Manage all lifecycle stages from a single module:•Discovery•Pre-acquisition evaluation•Trial•Acquire•Customize•Access•Post-acquisition evaluation•Ongoing issue management


The DLF ERM Initiative


• 2001: Early collaboration on ERM use cases and practices

• 2002: ALA mid-winter informal meeting to extend research, followed by NISO/DLF workshop on ERM standards

• 2003: DLF Fall Forum presenting initial requirements with vendor and library reactor panels

• 2004: Final report issued

• 2005: ERMI-2 proposal


ERMS – Feature Rich


License Manager Maintain details about resource licenses, including dates, notes and reviewers

Contact Manager Manage local, vendor and consortia contacts

Subscription Metadata Manage administrative & end-user logins & passwords, acquisition dates, and notes

Alerts Remind staff when renewals come up, or when resources change status

Vendor Statistics Manage vendor statistics metadata to lighten burden of collection and analysis

Incident Log Keep track of outages, license breaches and trial & acquisition notes

Terms of Use Let your patrons and staff know how a resource can be used

And much more!


Pre-Acquisition Evaluation Phase

How does the resource fit within our current collection?

Does it provide enough unique content for the cost?


Evaluate Resources with Overlap Analysis


Make value-based decisions by placing resource in context with the rest of your collection using Overlap Analysis


Trial Phase


Track resources on trial for easier management.


Keep Track of a Resource’s Status


View resources and easily begin tracking them with a resource status, such as “trial,” “under review,” or “subscribed.”


Alert Notice


Notify staff when a resource has been added as a trial.


Inform Staff of Status Changes with an Alert


Set a status change alert to let staff know when a resource is on trial or has been cancelled.

Alerts can also be tied to license renewal dates.


Acquire Phase


Manage and store administrative metadata.


Manage Acquisition Metadata


Link directly to help pages or

documents

Keep track of administrative

metadata, such as logins and passwords


Acquire Phase


Record license start and end dates, reviewers, and

location of the physical copy.


Manage Resource Licenses



Resource Licenses


Record detailed license information, including custom status, license

type and reviewer


Terms of Use


Record and display resource terms of use.


Terms of Use


Terms of use can be attached to license

to indicate valid user groups, valid uses,

and custom notes to provide additional

details

Use the public display flag to pass terms of use details to hosted products to inform

patrons


Show Terms of Use to Patrons and Staff


Link displays when terms of use have been

recorded in license and flagged for

public display


Show Terms of Use to Patrons and Staff



Contact Manager


Record and manage vendor, provider and even internal

contact details.


Contact Manager


Contact manager provides easy access to all resource contacts

Customize contact roles to reflect local

needs


Contact Manager


Contact can have more than one role


Resource Notes Manager


Record and manage any type of note for any resource.


Notes Manager


Keep track of resource outages and other issues with resource notes manager

Customize note types and status options to

reflect local needs

Add notes to provider, database or

journal levels


Notes Manager


Keep track of additional details about the original note


Vendor Statistics


Record vendor statistics metadata and archive file

locations.


Manage Vendor Statistics


Easily manage vendor statistics metadata

Stats archive location

Login and password

Standard, type and frequency


ERMS – How is Serials Solutions Different?


• Integrated with resource discovery tools

• Hosted on Serials Solutions’ servers

• Rich with features that solve management issues

Knowledgebase

• Industry’s leading electronic resource knowledgebase is in use at more than 1,800 libraries worldwide

Analysis Tools

• Make value-based collection development decisions with analysis tools such as Overlap Analysis and Benchmarking


Analysis Tools Turn Management Into Decisions


• ERMS is more than just managing your electronic resources

• Analysis tools help make sense of the data you manage

• Overlap Analysis, Usage Statistics, and Benchmarking help drive collection development and acquisition decisions

• Analysis tools contribute to making value-based decisions about your resources


Complete Knowledgebase Reduces Workload


Comprehensive knowledgebase means:

• No underlying metadata loading

• No underlying metadata conversion work

• No ongoing maintenance

• 8 staff, 4 librarians

Minimize your ongoing workload!


The Industry’s Leading Knowledgebase


Manage all of your e-Resources• Full-text resources• A&I resources• Other resources soon

•E-books•Dissertations•Web sites, etc.

• More than 5.000 databases

•More than 1.700 full text databases

•More than 3.300 non-full text databases

•More than 150.000 unique titles

•More than 1,2 million MARC records

•More than 72 million holdings

• Updated and growing every day!


Lack of a Knowledgebase Limits Potential


Resource comparisons require unified knowledgebase

• Overlap Analysis

• E-Catalog for finding every electronic manifestation of a resource

No unified knowledgebase?

• Library systems marooned on data islands

• Need to maintain data in two or more systems

• Extra cost to purchase data from a vendor, or pay staff to collect and maintain it


Authority Knowledgebase = Accurate Answers


J. Am. Soc. Nephrol. 1046-6673

JASN 1046-6673

Journal of the American Society of Nephrology

Journal of the American Society of Nephrology 1046-6673



Journal of the American Society of Nephrology : JASN 1046-6673

Serials Solutions’ data team uses proprietary tools to remove errors and standardize data with authority data. Benefits to librarians and patrons:

• Accurate data ensures resource discovery tools are effective• Accurate data enables cross-vendor comparisons• Accurate data enables single application management with

multi-application usage. Accurate data delivers accurate answers

Content providers often deliver titles, ISSNs, and holdings data that areincorrect, non-standard, or missing altogether.


Hosted Applications


• Local installation = local headaches

+ =

XSLT Programming?

Command Line?

SQL Statements?

Failover plans?

Eliminate wasted time and money

• No servers to purchase, install & maintain

• No software updates to install

• No backup plans to maintain

Faster, more responsive development

• Release 6- 8 weeks vs. once or twice a year

Always use the most up-to-date software and data


World Class Support


• Unlimited customer support from the first day of service• Regional support teams around the globe

– Germany– France

• Many Librarians on the ProQuest / Serials Solutions team – Customer Support– Programmers– Product Management– Sales

• Industry leading response times• 97% satisfaction rate• Fast implementation

– Live trial with YOUR data– Full text available now– Excel files can be used to upload local resources


Consortia Management

• Currently working with SCELC (Statewide California Electronic Library Consortium)

• SCELC manages resources and license details on behalf of 93 member libraries, giving them the ability to:

– Share licenses and terms of use

– Manage resource vendor contacts

– Automatically inform libraries about trials, purchases and other resource status changes with ERMS alerts

• Discussions with EZB this week




• Serials Solutions’ Software as a Service (SaaS) model allows development of true consortial support

– All data resides in the same knowledgebase, so data about resources can be easily shared

– User accounts all reside in the same application, using group permissions to determine access and control

– Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface



Consortia Management – Consortia Data Model Example



Consortia Management – Consortia Data Model Example


ABI/Inform Factiva

LexisNexis

National Consortia

ABI/Inform Factiva

LexisNexis

Regional Consortia

JSTOR

ABI/Inform Factiva

LexisNexis

Local Library

JSTOR MathSciNet



• Member library instance needs to aggregate:– Consortia licensed material

• Libraries can participate in multiple consortia

– Locally licensed material

– May need to allow consortia manager to ‘see’ locally licensed material (in some consortia, not in others)

• Purchase decisions

• Licensing terms

• Inheritance of relevant metadata– License terms

– Cost metadata

• Release at the end of 2007



Consortia Management – Development Roadmap


Group membership and account management

Libraries belong to one or more groups with ability for group leader to manage membership and accounts

Resource inheritance and combined data management

Resources added on group profile inherit to member libraries automatically. Libraries can add local metadata to records. Includes the ability to manage IP ranges and build reports of which libraries have which resources.

Licenses and contacts data inheritance

ERMS license and contact data added at group level inherits to local records.

Notes and alerts group management

ERMS notes and alerts managed at group level for sharing of information about resources

Cost metadata inheritance

ERMS cost data added at group level inherits to local level with ability to overwrite as required.


2007 Developments - April

• Cost Management (April 30)– Cost metadata associated with a resource

– Collection Manager to support Cost Management

– Cost at any level (collection, database, journal)

– Ability to provide line item details

• €1,000 for a database

– €700 for Journal A within that database

– €300 for Journal B within that database

• Collection Manager– Support for Cost Management

– Group resources in any manner to support licensing and cost data

– Add databases, journals from any provider

– Examples: Subscription Agent Collection; ProQuest Collection



2007 Developments - April

• New Business Tier Architecture (April 30)– Move to .NET architecture

• Modular

• Extensible

– Faster development – reuse of code much easier

– Support for Unicode (left to right languages at this time)

– Rich and complex interfaces possible

• More efficient navigation

• Defined controls

– Built in support for web services and XML

– Future personalization potential

– Increased performance



360TM COUNTER (Q3 2007)

• 360TM COUNTER will be much more than just a tool to harvest usage data automatically

– Auto harvesting of COUNTER usage data via SUSHI protocol– Files from vendors via e-mail– Ability to utilize MPS Scholarly Stats data– Error identification and correction– Merging with other metadata (costs, subjects)– Central repository for storing the data– Reporting module

• Pre-defined queries• Create and store custom queries• Export of statistics and queries• Share reports• Create and share graphs



Knowledgebase Expansion

• Phased approach to adding material (media) types– 1st ~ e-books (ebrary, Safari, Ebook Library (EBL), Knovel)

• Internal tools – work complete

• EJP and AL – July

• MARC – July

– 2nd ~ dissertations and theses (timeframes not defined)

– After that ~ integrating resource (music, art, web sites, etc. - items that are updated and are not serially published)



Knowledgebase Expansion – Benefits Across Services

• ERMS – Management of all e-resources within single interface

• Licensing terms and metadata management

• E-Journal Portal– Additional e-resources to be displayed and available to patrons

(increase the value of the electronic collection)

– Licensing terms displayed to patrons

• Article Linker– Additional e-resources that can be accessed and utilized from

various interfaces (increase the value of the electronic collection)

• MARC– Expanded coverage of vital e-resources



All Services (2nd half 2007)

• Available within the Client Center for all customers

• Client Managed Local Holdings– Ability to create and manage LSH (Library Specific Holdings) databases

– Manage and track non-authority resources

• Client Data Customization Upload– Ability to upload customizations to holdings in a library subscribed database

• Holdings (coverage) dates

• Selectable titles in a database

• Notes, etc.



On-Site Consulting

• Analyze workflow and take greatest advantage of ERMS features in local environment

– Pre-training consulting about current workflow and staff role identification

– Customized training materials

– Interactive hands-on sessions with all staff who are involved in the e-resource workflow (2 days)

– Focus will be on analyzing e-resource management workflow and determining best way to use ERMS



Data Migration

• No commercial ERM applications in market prior to 2004/2005• Local storage of e-resource metadata in many applications (Excel, SQL,

FileMaker Pro, etc)– License information– Contacts– Descriptions

• Hundreds of potential data points in non-standard formats

• Serials Solutions will provide a roadmap on what can and cannot be done at a fair price in a reasonable amount of time

• Process– Evaluate your data with you– Will provide an estimate of potential to migrate data, potential issues in a

full report– Will provide a defined file format to help you export data– Will provide flexible options to accommodate data migration / entry



ERMS – Integrate Resource Management and Access


Integrate management with access •ERMS is tightly integrated with Serials Solutions’ resource discovery products.

•Make a single change that affects all access services, eliminating redundant data entry.

•Ensure patrons and staff all see the same, accurate data.

E-Resource Access and Management Services Helping Your Library Be the Best Partner for Research

Vielen Dank!

Thank you!

Jeff AipperspachTechnical Product Manager

+1.206.545.9056, ext. 1087

[email protected]

“Complete Solutions for Today’s Electronic Collections”

erms with erams and 2007 dev plans

Education

best partner

physical library

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nature of library collections

research resource lifecycle

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efficient library workflows