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Electronic Resource Management:Inputs, Outputs, and
Why They Matter
Presenter: Ted KoppelVerde/SFX Product Marketing Manager
Ex Libris
NISO ERM Conference, Denver
September 2007
Input-Output Analysis
“Input-output analysis is one of a set of related methods which show how the parts of a system are affected by a change in one part of that system.”
“Input-output analysis specifically shows how industries are linked together through supplying inputs for the output of an economy.”
Thayer Watkins, Prof. of Economics, San Jose State Univ.
NISO ERM Conference, Denver
September 2007
Relevance to ERM?
ERM systems promise to:Track and manage the entire lifecycle of electronic resourcesCollect, store and manipulate various discrete data elements, collected and described in discrete attributes or management areasProvide measurable and actionable data as a by-product of ERM handlingAllow repeated cycles (annual subscription renewal) based on previous activities
NISO ERM Conference, Denver
September 2007
ERM is a (small) system
But its capabilities and benefits can be described by examining the data that goes in and the management capabilities that are produced
In general, the better the data input, the better the analysis output
NISO ERM Conference, Denver
September 2007
ERM Inputs
Vendor / licensor / aggregatorAs e-product sellerAs e-product supportServices providedIncident and Breach data (current and historical)
License dataPermissions and prohibitionsPerpetual usePopulation groups served
NISO ERM Conference, Denver
September 2007
ERM inputs
E-products themselves, and their place in the e-product structure:
Package? Interface? E-journal or e-book?
Financial data:Price? Cost? Invoice amount?ILS or Local Fund structureCurrent accounts and previous years?Concurrent users or unlimited use?
NISO ERM Conference, Denver
September 2007
ERM inputs
Access dataSRW/SRU? Web? Z39.50?Documentation access info?Statistics/SUSHI access metadata?URL for Documentation/trainingIP address, passwords
Miscellaneous data elementsMARC records? Branding? OpenURL enabled? Etc.
NISO ERM Conference, Denver
September 2007
Best Practices for Data InputPlan!
Migrate data?What data do you have?How internally consistent is it?How complete is it?Do data elements/fields map to your target application?Consistent identifiers with which to link?
Hand-enter data?From what source?Enforcing consistency in data entryCompleteness?
NISO ERM Conference, Denver
September 2007
Suggested reading
http://orpheus.ucsd.edu/acq/ppt/verde.ppt
NISO ERM Conference, Denver
September 2007
Consortia are more complex
Multiple institutions of different sizes and e-product purchase volume and useVarying historical internal workflowsLegal and licensing attitudes at different campuses
NISO ERM Conference, Denver
September 2007
Christenson and Harvell (their slide 14):Consortium-wide standards
• Authorities for organization/vendor/e-product, e-interface names
• Conventions for data population, and local configuration decisions
• License interpretation into data elements• Checklist for campus readiness
• Field labels• Drop-downs• Workflow steps
NISO ERM Conference, Denver
September 2007
Quality counts
NISO ERM Conference, Denver
September 2007
Outputs
Vendor inputs Vendor performance outputs
Getting what you paid forTrack and assign uptime, downtime, functional issues like printing and dowloadingStatistics reported by vendor interface and package
License inputs License outputsWhat rights and privileges do your users have? Print? Download?Different permissions for different groupsConsequences of a library’s decision to cancel subscription
NISO ERM Conference, Denver
September 2007
Outputs
Financial inputs Financial outputsYear-to-year cost changesApplication of discounts
E-product inputs E-product outputsLists of titles by package and interfaceOverlap reports by title, package, etcConsolidated holdingsPrint-to-e-product relationships
NISO ERM Conference, Denver
September 2007
Centralized collection of data
Opportunities to do cross-compilation and multiple variable analysis of data elements
Leading to more informed decision making
NISO ERM Conference, Denver
September 2007
Why talk about this?
ERM is a relatively new area of library management and operation, yet is entrusted with millions of dollars and large areas of public service
ERM causes libraries to rethink their processes and (hopefully) be more efficient
ERM industry is itself changing SUSHILicense ExpressionsPublisher distribution modelsOther new standards
NISO ERM Conference, Denver
September 2007
It’s nearly time to measure:
Pre-ERM e-resource management costs (direct and indirect), inefficiencies, decentralized data
Against
Post-ERM management costs (direct and indirect), efficiencies, centralization
In the context ofThe added value of consolidated ERM information
NISO ERM Conference, Denver
September 2007
And when we analyze ERMS
The INPUTS (quality data, relevant data, complete data)
Will have a significant effect on
The OUTPUTS (Are ERM systems useful, efficient, and cost-effective)
NISO ERM Conference, Denver
September 2007
My predictions
Yes, but not yet
Not enough library experience yet in ERM useThe industry and its tools are still in the midst of changeWe (vendors) need to work with libraries and what and how to measure
NISO ERM Conference, Denver
September 2007
But again, a word of caution …
NISO ERM Conference, Denver
September 2007
Last words
StrategyPlanningCompletenessConsistencyAccuracy
NISO ERM Conference, Denver
September 2007
Thank you
Ted KoppelVerde / SFX Product Marketing Manager
Ex Libris
617.332.8800 x601
