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
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
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
WEBPAC Patron self-service Serials Control Records
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
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
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
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)?
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
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 -------------------------