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Textile & Apparel Management Textile & Apparel Management Presentation Transcript

  •  
  • Electronic Resource Management
    • Who – libraries, vendors, patrons
    • What – the scope and extent of ERM
    • When – a timeline of work thus far
    • Where – in libraries, at vendors
    • Why – advantages and risks
    • How – development efforts at NCSU Libraries
  • Presentation outline Who What When Where Why How
  • What is ERM?
    • Digital Library Federation Electronic Resource Management Initiative (DLF ERMI)
    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 Report August 2004
    • DLF ERMI (continued)
    Who is working on ERM?
    • 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)
    • DLF ERMI (continued)
    Who is working on ERM?
    • 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
  • Who is working on ERM?
    • CARL / TLC – Gold Rush
    • EBSCO Electronic Journal Service
    • Elsevier / Endeavor – Meridian
    • Ex Libris – Verde
    • Innovative Interfaces – ERM module
    • Serials Solutions – ERMS
    • SirsiDynix – Horizon Electronic Resource Management
    • TDNet – e-Resource Manager
    • VTLS – VERIFY
    Vendors
  • Who is working on ERM?
    • 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
    Libraries
  • Who does ERM affect? EVERYBODY Serials Librarians Acquisitions Staff Catalogers Digital Library Developers Collection Managers Systems Librarians Web Librarians Reference Librarians ILS Managers Bibliographers Faculty Staff Students ILS Vendors Knowledge Base Vendors Subscription Agents Publishers
  • What is ERM, and why get involved?
    • Electronic Resource Management is an attempt to address the shortcomings of existing systems, processes and procedures for managing collections that are available in electronic format and generally subject to licensing terms, conditions and restrictions.
  • Classic Integrated System MARC Records item holdings serial holdings Patron Records circ transactions reserve records Acquisitions Records
    • websites (856)
    • e-books
    • e-journals
    • databases
    • datasets
    WEBPAC Patron self-service Serials Control Records
  • Dis-integrated Library System
    • websites (856)
    • e-books
    • e-journals
    • databases
    • datasets
    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 SERIALS!!!!
  • Serials?
    • Dude, that’s not cool.
    • This isn’t NASIG, man.
    • I wanted to hear about ERM!
    • I won’t even touch that serials stuff, getting involved with that is just throwing your whole life away…
  • Serials?
    • E-journals are, well, still journals
    • Databases
    • Subscription oriented – commit payments on a continuing basis
    • Content is licensed and leased – access is based on a continuing relationship with a publisher or vendor
    • Contain serial content that is updated on a continuing basis
  • Serials?
    • Format fetishism
    • vs.
    • management functions
  • It’s the economy, stupid.
  • It’s the SERIALITY , stupid.
  • The Previous NCSU Libraries ERM System
  • The David Goldsmith v2002 ERM System
    • Pros:
    • Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)
    • Capable of learning/adapting to new scenarios
    • Cons:
    • 10s of thousands of dollars per year to maintain
    • Shuts down completely in sleep mode for 7-8 hours per night
    • Availability to staff subject to meeting schedule of a department head
  • How: 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
  • 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]
  • licensing statistics subscript-ion info technical support remote access evaluative data PRESENTATION LAYER ADMINISTRATIVE METADATA E-MATRIX I L S Other Databases: E-journal finder ETDs Instn’l Repository Etc. DATA HOOKS Website Catalog E-resources Alert Services Local DBs & Collections Digital Archives Data Repos- itories vendor data Evaluative Tools E-Matrix
  • The Crew
    • Andrew Pace, Systems, Chair
    • Kristin Antelman, Administration (IT)
    • Karen Ciccone, Natural Resources Library
    • Karen Letarte, Cataloging
    • David Goldsmith, Acquisitions
    • James Jackson Sanborn, Digital Library Initiatives
    • Sandra Logeson, Systems (Programmer)
    • Stephen Meyer, Project Fellow
    • Tim Mori, Systems
    • Greg Raschke, Administration (Collections)
    • Shirley Rodgers, Systems
    • Rob Rucker, Distance Learning Services
    • Will Wheeler, Collection Management
  • 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
  • E-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 Collection Management Discovery and display enhance access points; improve user displays; leverage local metadata; access at the work level
  • 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
  • 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
  • SJERMs Journals / Serials Electronic Resources Databases Collection Mgmt evaluative data Acquisitions and licensing data Local subjects Bib Data Statistical Data Search / Browse MyAccount Patron Database My Courses Course Reserves MyLibrary MyTOCs
  • The public sphere of E-Matrix Modeling the facets of access to article databases, data stores and our journal collection
  • Database Descriptions: real world examples
    • articles - mixed scholarly, popular, news, trade
    • articles - news
    • articles-scholarly, plus other scholarly materials
    • biological data
    • books - ebooks, catalog, WorldCat
    • citation trails
    • company information
    • conference proceedings
    • digital collections
    • directories
    • dissertations
    • financial data/accounting/taxes
    • GIS
    • grant information
    • images
    • industry information
    • information about journals
    • job and career information
    • legal and government information
    • maps
    • marketing and advertising
    • patents and trademarks
    • physical data/properties
    • portal/website
    • preprints
    • reference/quick facts (handbooks, encyclopedias, dictionaries, etc)
    • social data / statistics / demographics
    • standards
    • technical reports
  • Description of Databases container vs. content Container What kind of resource is it (e.g., article database, online data set, electronic reference work…)? Content What is inside of, or indexed by, the container (e.g., citations, images, statistics…)?
  • Description of Databases (cont’d) content description - aboutness Content description What is the content within a resource about (i.e., which web subject will it fall under)?
  • Databases in E-Matrix
    • Assignment of web subjects
    • Assignment of resource types
    • Assignment of content types
    Backend storage of metadata used by the redesigned public website
  • Web Subjects
    • Nutrition
    • Operations Research
    • Parks, Recreation & Tourism Mgt
    • Pharmacology
    • Philosophy & Ethics
    • Physics
    • Physiology
    • Planning
    • Plant Biology
    • Plant Pathology
    • Political Science
    • Poultry Science
    • Psychology
    • Public & Environmental Health
    • Public Administration
    • Religious Studies
    • Science & Technology
    • Social Work
    • Sports Management
    • Sociology
    • Soil Science
    • Statistics
    • Sustainable Agriculture
    • Textile & Apparel Management
    • Textile Chemistry
    • Textile Engineering
    • Toxicology
    • Training & Development
    • Veterinary Medicine
    • Waste Management
    • Wood & Paper Science
    • Zoology
    Aerospace Engineering Accounting & Finance Adult & Community College Education Agricultural Economics Agriculture Animal Science Anthropology Architecture Art Astronomy & Astrophysics Atmospheric Sciences Behavioral Biology Biochemistry Bioinformatics & Biomathematics Biological & Agricultural Engineering Biology Biomedical Engineering Chemical Engineering Chemistry Civil Engineering Communication & Media Computer Science Criminology Crop Science Curriculum & Instruction Earth Sciences Ecology Economics Education Electrical & Computer Engineering Engineering Geology Entomology Environmental Science Environmental Technology Ergonomics Family & Consumer Sciences Film Studies Fisheries & Wildlife Sciences Food Sciences Forestry Genetics Genomics Graphic Design History History of Science & Technology Horticulture Immunology Industrial Design Industrial Engineering Information Science & Technology Landscape Architecture Leadership & Counselor Education Linguistics Literature Business & Management Marine Science & Engineering Materials Science Mathematics Mathematics, Science & Technology Education Mechanical Engineering Medicine, Human Microbiology Music Natural Resource Management Neuroscience Nuclear Engineering
  • Resource types
    • data set
    • digital collection
    • index
    • reference
      • dictionary
      • directory
      • encyclopedia
      • handbook
  • Content types
    • annual reports
    • articles
      • popular
      • news
      • scholarly
      • trade
    • bibliographic citations
    • books
    • citations
    • conference proceedings
    • dissertations
    • grants
    • images
    • journals
    • maps
    • patents
    • preprints
    • scientific properties
    • standards
    • statistics
    • technical reports
    • trademarks
  • Real world / Data model crosswalks (captured in E-Matrix) articles - mixed scholarly, popular, news, trade  Container Type(s) : Index Content Included : Scholarly articles, Dissertations, Technical reports…
  • Real world / Data model crosswalks (captured in E-Matrix) biological data  Container Type(s) : Data set Content Included : Scientific properties Subject(s) : Biology Biological & Agricultural Engineering
  • Real world / Data model crosswalks (captured in E-Matrix) company information  Container Type(s) : Index, Data set Content Included : Trade articles, Annual reports, Statistics Subject(s) : Business and management Industry
  • How do we apply the data model
    • Richer reports about our collection
    • User-centered resource discovery…
  • Databases in E-Matrix
    • Initial Rollout coincides with a redesigned NCSU Libraries website
      • Database tab within the browse by subject area will be managed through E-Matrix rather than the catalog
      • New Alphabetical List of Databases also managed within E-Matrix
  • Databases in E-Matrix
    • Added Flexibility and Functionality
    • Database-to-subject relevance ranking
    • Subject-based descriptions
    • Stable URLs
      • http://www.lib.ncsu.edu/cgibin/proxy.pl?server=www.netadvantage.standardandpoors.com/&resource=Standard+and+Poor+Net+Advantage
      • http://www.lib.ncsu.edu/resolver?res=352
  •  
  •  
  • Databases in E-Matrix
    • Beyond Initial Rollout
    • Additional info available for display
      • Enhanced database descriptions
      • Markers for content
        • Fulltext
        • Scholarly
        • News
    • Dynamic Database Lists
      • Biological Data
      • News Databases
  • Databases in E-Matrix
    • New Authoring Tools
    • Mix and match Content, Containers and Subjects to create new lists
    • Author dynamic pages with stored queries
  •  
  •  
  • Journals & E-Matrix
    • E-Matrix brings together different manifestations of a single work
    • Includes print and electronic
  • Managing the journal work
    • E-Matrix will manage journals through a locally assigned resource ID
    • Data imported from SFX has been matched against data imported from our catalog
    • LC Subjects from our catalog mapped to web subjects when imported into E-Matrix
  • Collocating manifestations
    • Establishing a link between catalog records and SFX Knowledgebase records enables:
    • Summary availability of works – Simultaneous display of electronic and print
    • Intuitive presentation of holdings – Dynamic retrieval of print holdings combined with web link to SFX window to access online issues
  •  
  •  
  •  
  • Journal discovery
  • Future possibilities for journals
    • Subject assignments for core journals
    • Content included assignments for core journals (e.g., scholarly articles…)
    • Public aggregated title / provider displays
  • 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)
  • 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?
    • Would we do it again?
    • Are we going to share the code?
    we must sort of I can dream, can’t I? yes sort of definitely sure, what the heck
  • Yes, we would do it again
    • The Serial Work
    • Migration of / Interoperability with existing data
    • Putting our development dollars where our collections dollars are
  • How will we share?
    • Oracle
    • Java
    • Sirsi
    • SFX
    • Etc….
    • We welcome your thoughts
    http://www.lib.ncsu.edu/ematrix
  • E-Matrix Technical Framework E-MATRIX Database tables & data PL/SQL Packages & Procedures SQL SQL SQL ---------------- ORACLE -------------- Tomcat Web Server Jakarta Struts XML framework for data flow control JSP Web-based Staff Interfaces HTTP requests HTML output Stored Java Server Pages ------------------------- JAVA -------------------------