mitchell memorial library’s 7 th annual e-resource workshop

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Library Standards and E-Resource Management: A survey of current initiatives and standards efforts. Mitchell Memorial Librarys 7 th Annual E-Resource Workshop July 20, 2007 Oliver Pesch EBSCO Information Services opesch@ebsco.com. Overview. Background - PowerPoint PPT Presentation

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  • Library Standards and E-Resource Management:A survey of current initiatives and standards effortsMitchell Memorial Librarys 7th Annual E-Resource Workshop July 20, 2007 Oliver Pesch EBSCO Information Servicesopesch@ebsco.com

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to the life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to the life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • BackgroundManagement of e-journals is very challengingMany organizations are working on ways to helpA myriad of standards and initiatives existIts not always easy to match a standard to a problemPresenting them in a familiar context can helpERMI developed the e-journal life-cycleThis presentation will map standards to the life-cycle

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to the life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • Standard development organizationsNISOAccredited by ANSI; develops standards related to information management. EditeurFocus on developing the standards infrastructure for e-commerce of books and subscriptions. Standard carry the ONIX brand.COUNTERA collaboration between libraries, publishers and aggregators to ensure provision of usage statistics that are credible, consistent and comparable.

  • Standard development organizationsDigital Library FederationA consortium of libraries and related agencies pioneering the use of electronic information technologies and collections. ICEDIS (International Committee on EDI for Serials)Brings together publisher and subscription agents with the goal of creating industry standards to facilitate the journal subscription business.UKSG (United Kingdom Serials Group)An interest group to promote the free exchange of ideas on electronic and print serials and the process of scholarly communication.

  • NISO Standards and initiatives (selected)

  • ONIX standards from Editeur (selected)

  • COUNTER

  • DLF (E-Resource Management Initiatives)

  • ICEDIS

  • UKSG

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to their life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWTitle ListsPricesLicense TermsInvoicesTitle ListsCatalogingHoldings listsProxy supportUsage dataBusiness termsInvoicesHoldings changesTitle list changesTrouble shootingContactsCheck-inClaimsUse rights & restrictionsBusiness termsRegistration & activationCost dataRenewal ordersOrdersSearching & LinkingSubscription Lists

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to their life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • Standards related to the life-cycle: DisclaimersIn the following slides we provide more details on the life-cycle from the perspective of information transfer and, in particular, the potential for that transfer to be from machine to machine. In this regard:The discussion is not exhaustiveThe parties indicated are intended to represent parties most likely to engage in machine-to-machine transfer of data (e.g. make use of the standards)The standards identified are those which define or enable automated data exchange.Standards are listed due to their potential to help solve the problem, in many cases these standard have not been fully adopted or may still be in draft form.

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWTitle ListsPricesLicense TermsInvoicesBusiness termsOrdersSubscription ListsWHAT: Package and price infoPARTIES: publisherlibrary publisheragent agentlibrarySTANDARD: ONIX SPSWHAT: List of current subscriptions (also needed for packages)PARTIES: librarypublisher publisheragentSTANDARD: ONIX SPSWHAT: Start date, term, price and payment terms, etc.PARTIES: publisherlibrary publisheragent agentlibrarySTANDARD: ONIX PL; SERUWHAT: License terms and conditions (terms of use)PARTIES: publisherlibrary publisheragent agentlibrarySTANDARD: ONIX PL; ERMI license terms; SERUWHAT: List of content included in the transactionPARTIES: publisherlibrary publisheragent agentlibrarySTANDARD: ONIX SPS; ONIX SOHWHAT: Orders and proof of paymentPARTIES: agentfulfillmentSTANDARD: ICEDISWHAT: Detailed invoice for subscriptionsPARTIES: agentlibrary (ILS) agentlibrary (ERM) library (ILS)library (ERMSTANDARD:

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWCatalogingHoldings listsProxy supportRegistration & activationSearching & LinkingWHAT: Bibliographic dataPARTIES: agentlibrary (OPAC) publisherlibrary (OPAC) EAMSlibrary (OPAC)STANDARD: Z39.2 (MARC)WHAT: Holdings data with URLs and coveragePARTIES: agentlibrary publisherlibrary EAMSlibrarySTANDARD: ONIX SOHWHAT: Proxy configuration info (list of domains)PARTIES: agentlibrary EAMS librarySTANDARD: WHAT: Order details for e-journalsPARTIES: agenthost agentfulfillment fulfillmenthostSTANDARD: ICEDISWHAT: Searching of collectionPARTIES: librarycontent provider metasearchcontent providerSTANDARD: Z39.50; MXG; Z39.91; Z39.93WHAT: Context sensitive linkingPARTIES: content providerlink resolverSTANDARD: Z39.88 (OpenURL)

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWHoldings changesTitle list changesCheck-inClaimsUse rights & restrictionsWHAT: Interpretations of rights and restrictions of usePARTIES: agentlibrary (ERM) publisherlibrary (ERM) library (ERM)library (AtoZ)STANDARD: ERMI license terms; ONIX PLWHAT: Holdings data including URLs and coveragePARTIES: agentlibrary publisherlibrary EAMSlibrarySTANDARD: ONIX SOH; Z39.2 (MARC)WHAT: Titles moving between publishersPARTIES: publisheragent publisherlibrary agentlibrarySTANDARD: TRANSFERWHAT: Alerts on new issuesPARTIES: publisheragent publisherlibrary agentlibrarySTANDARD: ONIX SRNWHAT: Alerts on missing issuesPARTIES: library (ILS)agent agentpublisher library (ILS)publisherSTANDARD:

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWTrouble shootingContactsWHAT: Who to contact for various needs (sales, technical, etc.)PARTIES: publisherlibrary publisheragent agentibrarySTANDARD: WHAT: Information on triage and solving problems.PARTIES: publisherlibrary (ERM) agentlibrary (ERM)STANDARD:

  • ACQUIREPROVIDE ACCESSSUPPORTADMINISTEREVALUATERENEWUsage dataCost dataWHAT: Usage dataPARTIES: content hostlibrary (ERM) usage servicelibrarySTANDARD: COUNTER; Z39.88 (SUSHI)WHAT: Cost information including breakdown by content itemPARTIES: agentlibrary publisherlibrary library (ILS)library (ERM)STANDARD: ONIX SPS

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to their life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • ObservationsThe message versus the transfer of the messageSeamless integration of systems requires a message and a means of transferring that messageMany standards focus on the message (e.g. ONIX, COUNTER XML schema, etc.)Yet dont prescribe how two systems should exchange the message.Opportunities exist for continued development of exchange protocols like SUSHI and OpenURL (which focus on the exchange of messages that may be defined by another standard.)

  • ObservationsEvolving definitions of business needsGrowing sophistication of ERMs require additional dataCost informationPackages costs broken out by titleFund informationSome existing standards dont handle these new needs (e.g. ONIX SPS does not allow for cost at title level)Existing standards will need to be updated Standards processes need to be light to allow adaptation in a timely manner

  • ObservationsStandards are more important than ever Concepts like Web 2.0 are about seamless integration of sites and servicesTo make things appear simple on the surface requires un-seen complexity behind the scenesThis complexity needs standards for successful scalingCollaboration and community involvement is key!

  • OverviewBackgroundStandard development organizations and their standardsE-Journal Life CycleRelating standard to their life-cycleSome observationsFocus on specific standards (COUNTER, SUSHI, SERU) time permitting

  • Focus on specific standardsCOUNTERSUSHISERU

  • Non-profit organization includes librarians, publishers and aggregatorsLead in the standardization of usageHow use is countedHow use is reportedConsistent, credible, comparable

    http://www.projectcounter.org/

  • COUNTER Code of PracticeCode of Practice first released Jan 2003Release 2 released Jan 2006Code of Practice Addresses:TerminologyLayout and format of reportsProcessing o