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Electronic Resources Management. Who, What, When, Where, Why, and How? (not necessarily in that order). Andrew K. Pace Head, Systems NCSU Libraries. Acknowlegements. Greg Raschke and David Goldsmith Nathan Robertson, and the DLF-ERMI The entire “E-Matrix Team” at NCSU Libraries. What?. - PowerPoint PPT Presentation
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NC Serials 2005
Electronic Resources Management
Who, What, When, Where,
Why, and How?
(not necessarily in that order)
Andrew K. Pace
Head, Systems
NCSU Libraries
NC Serials 2005
Acknowlegements
• Greg Raschke and David Goldsmith
• Nathan Robertson, and the DLF-ERMI
• The entire “E-Matrix Team” at NCSU Libraries
NC Serials 2005
What?• As libraries have worked to incorporate
electronic resources into their collections, services and operations, most have found their existing Integrated Library Systems to lack important functionality to support these new resources.
- Digital Library Federation
Electronic Resource Management Initiative ReportAugust 2004
NC Serials 2005
Who? And Where?
• Innovative Interfaces’ ERM
• Elsevier / Endeavor Meridian
• Ex Libris Verde
• CARL Goldrush
• VTLS VERIFY
• EBSCO Electronic Journal Service
• Sirsi ?????
• Various E-journal Finders
• DLF Electronic Resource Management Initiative
• Boston College Library• California Digital Library• Cornell University• Emory University• Griffith University• Johns Hopkins• Kansas State University• MIT• Penn State• Tri-College Consortium• UCLA• University of Georgia• University of Minnesota• University of Washington• Yale University
Vendor Efforts (aka “Me too”) Library Efforts
DLF Electronic Resource Management Initiative
Or Google=web hub
NC Serials 2005
DLF ERMI (Oct. 2002)
Goals Describe architectures
needed to manage large collections of licensed e-resources
Establish lists of elements and definitions
Write and publish XML Schemas/DTDs
Promote best practices and standards for data interchange
Team Ivy Anderson (Harvard) Adam Chandler (Cornell
University) Sharon E. Farb (UCLA) Timothy D. Jewell (Chair,
University of Washington) Kimberly Parker (Yale) Angela Riggio (UCLA) Nathan D.M. Robertson
(Johns Hopkins)
NC Serials 2005
DLF ERMI Final Report, August 2004
46 pages of text Describes the problem Outlines existing solutions and efforts Introduces the appendices. . . .
Appendix A: Functional Requirements Appendix B: Workflow Diagram Appendix C: Entity-Relationship Diagram (ERD) Appendix D: Data Element Dictionary Appendix E: Data Structure Appendix F: XML Investigation
NC Serials 2005
WHY?
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Classic Integrated System
MARC Records
item holdings
serial holdings
Patron Records
circtransactions
reserve records
Acquisitions Records
• websites (856)
• e-books
• e-journals
• databases
• datasets
WEBPACPatron self-
service
Serials Control Records SERIA
LS!!!
!
NC Serials 2005
Dis-integrated Library System
• websites (856)
• e-books
• e-journals
• databases
alpha list of databases
subject list of databases
e-journal finder
Serials Solutions
TDNet
web subject guides
• Licensing Files
• ILL Files
• Collection Management Files
• Helpdesk Files
• Statistical Files
institutional repository
Authentication & Authorization
Library Portal
alert services
SFX Openly
NC Serials 2005
NCSU Libraries E-Matrix• July 1999 – NCSU “E-Shepherding”
specification written (and shelved)
• 2000-2002 – the square peg and round hole era “ERM” begins to emerge; DLIF-ERMI takes shape
• Fall 2002 – electronic resources in the catalog; E-Journal Finder; SFX; Licensing database; Collection Management OASIS database E-Matrix begins to emerge
NC Serials 2005
NCSU Libraries E-Matrix
An ad hoc committee charge
• The ad hoc E-Matrix Committee will implement a prototype electronic resources management system to support acquisition and licensing, collection management, and resource discovery for the Libraries' electronic resources [and all the print journals, too, please]
NC Serials 2005
licensing
statistics
subscript-ion info
technical support
remote access
evaluative data
PR
ES
EN
TA
TIO
N
LA
YE
R
ADMINISTRATIVE
METADATA
E-MATRIX
I
L
S
Other Databases:E-journal finderETDsInstn’l RepositoryEtc.
DATA HOOKS
Website
Catalog
E-resources
Alert Services
Local DBs & Collections
Digital Archives
DataRepos-itories
vendor data
Evaluative Tools
E-MATRIX
NC Serials 2005
E-matrix Challenges
• Public interface is secondary concern
• Leveraging existing data—all of it!
• Workflow, Workflow, Workflow
• Avoid solutions looking for problem
• Embrace the serial work
NC Serials 2005
So what….
NC Serials 2005
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Title Format Available LocationApplied Physics Electronic 1931 to pres. URL
Print 1937 to pres. QC1 .P66, 6th floor stacks
View full bound volume information
View full record
NC Serials 2005
Why, more generally
• The E-Matrix Philosophy
NC Serials 2005
E-Matrix ObjectivesE-Matrix Objectives
manage electronic and print serial subscriptions, other e-resources, support licensing; local control
support resource selection, allocation, and evaluation; manage and use faculty-provided data; integrated data reports
Acquisitions
CollectionManagement
Discovery anddisplay
enhance access points; improve user displays; leverage local metadata; access at the work level
NC Serials 2005
Acquisitions
• 19% of total collections budget spent on electronic resources
• 28% of serials budget on e-resources
• Still in a bi-model mode for many titles and divergent workflow is costly
NC Serials 2005
Licensing
• Systematically tracking terms and conditions of materials
• Digital Rights Management (DRM) will govern use over fair use rights
• Breach control will increase as vendor monitoring methods become more sophisticated
NC Serials 2005
SJERMs
Journals / Serials
Electronic Resources
Databases
Collection Mgmt
evaluative data
Acquisitions and licensing
dataLocal
subjects
Bib Data
Statistical Data
Search / Browse
MyAccount
Patron Database
My Courses
Course Reserves
MyLibraryMyTOCs
NC Serials 2005
“It’s the seriality, stupid”
NC Serials 2005
Value Added Features
• Integration with existing data stores
• Direct faculty input and ranking
• Serials integrated – simplified holdings
• Complex bundle relationships
• Localized evaluative data and usage reports
• Local subjects and metadata
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Finding Data Elements
• Field Name• Field Type: text, number, date, dollar• Estimated field size: number of characters• Required field: y/n• Multiple occurrences: y/n• In ILS: y/n• Already stored electronically? (i.e. Access/Excell)• Field applies to: book, database, journal, all• Data entry by: cataloging, acquisitions, collmgmt• Example of data• Notes
NC Serials 2005
Data Elements (~160)• Descriptive –Title, identifiers, provider,
holdings (27)• Licensing – Parties, terms of use, rights,
business terms (74)• Access – URI, authorization, proxy (10)• Administrative – Accounts, configuration,
usage statistics, tech support, contact info (51)
• Evaluative – Resource assessment, impact, faculty contact enrichment (20)
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Collection Evaluation/Cost Analysis
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Some expected (and unexpected) discoveries
• Non-standard data ain’t so bad (SFX KB, acquisitions, serials, etc.)
• Standard data ain’t as good as you think it is• There’s a reason no one has provided a
definitive solution for expressing the “serial work”
• ERM strongly suggests radical changes to technical services workflow
• There’s as much data about data as there is data (at least it seems that way)
NC Serials 2005
E-matrix / ERM Future
• Taking the “E” out of E-matrix
• Standards
• Is the ILS superfluous?
• Is MARC dead?
• Will libraries or their vendors corner the ERM market?
• Are we going to share the code?
• Would we do it again?
we must
sort of
I can dream, can’t I?
yes
sort of
definitely
sure, what the heck
NC Serials 2005
Yes, we would do it again
• The Serial Work
• Migration of / Interoperability with existing data
• Putting our development dollars where our collections dollars are
NC Serials 2005
Building a Dirt Bike
NC Serials 2005
Thank you.
Andrew K. Pace
Head, Systems
North Carolina State University Libraries
http://www.lib.ncsu.edu/staff/pace