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A Study of Licence Terms for Electronic Resource Management - Mingyu Chen, Jeannie Downey
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A Study of Licence Terms for Electronic Resource Management - Mingyu Chen, Jeannie Downey

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Presented at the 2010 Electronic Resources & Libraries Conference. …

Presented at the 2010 Electronic Resources & Libraries Conference.

Mingyu Chen, University of Houston; Jeannie Downey, Emory University

Abstract: Searches, sessions, article requests - we have access to data, but what's the next step? Learn how the University of Arizona Libraries' Spending Reduction Project analyzed usage of different types of resources to assess them against quality standards and make cancellation decisions. Tools, challenges, and organizational approaches will also be discussed.

Published in: Education, Technology

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  • 1. A Study of License Terms for Electronic Resource Management ER&L Conference 2010 Mingyu Chen University of Houston Library
  • 2. Outlines
    • Background and objectives
    • ERMS at UH
    • ERMI & ONIX-PL
    • Libraries’ needs
    • Vendors’ story
    • E-Resource service provider
    • Crosswalk (Mapping)
    • Solution Proposal
    • Future Research
  • 3. Background
    • ERMS
      • Storing data
      • Tracking and smoothing workflows
      • Early stage
    • Rights information
      • Imperative to be available
      • Clear and concise
  • 4. Research Objectives
    • To provide an overview of the trends and standards of ERMS, its accompanying specifications and applications and to suggest further actions libraries, vendors and ERMS providers can take to implement new license term standards.
  • 5. Research Objectives
    • To assess whether all the identified issues of ERMS are addressed by the current practices
    • To identify and prioritize steps to promote better ERMS practices
    • To illustrate necessary functions needed so that librarians can easily handle growing collections of licensed e-resources
    • To identify and promote appropriate standards to support data elements and data interchange
  • 6. ERMS at UH
    • Discovery
    • Investigation
    • Trial
    • Licensing
    • Ordering/Payment
    • Access set-up
    • Access verification
    • Cataloging/Database
    • Notification of library
  • 7. License Terms
    • Rights information  License terms
    • ERMI (Electronic Resource Management Initiative)
    • ONIX-PL (ONline Information eXchange for Publications License)
  • 8. ERMI
    • DLF sponsorship of ERMI, started 2002 - published 2004.
      • Workflow
      • Functional requirements
      • ERMS Data Structure
      • Data Element Dictionary
      • 350 License terms
      • Widely used
      • Too complex
  • 9. ONIX-PL
    • ONline Information eXchange for Publications Licenses
      • Machine-readable format
      • Directly loaded
      • Linked to Electronic Resources
      • Key usage terms communicated to users
      • Simplified to 108 license terms
  • 10. ERMI vs. ONIX-PL
    • ERMI
    • Not “standard”
    • Implemented in ERMS
    • Only has data dictionary
    • Granularity
    • 350 license terms
    • ONIX-PL
    • Emerging standard
    • Developed in ERMS
    • Encoding format (XML)
    • Simplified
    • 108 license terms
  • 11. Rights Info Process in UH ERMS
    • ERMS
      • Serials Solutions
      • 360 Resource Manager
    • Wish list
      • Alerts to notes
      • Customizable fields
      • Input more smoothly
  • 12. Crosswalk (Mapping)
    • ERMI  ONIX-PL
    • License terms: Metadata
    • ERMI metadata  ONIX-PL metadata
    • MARC  DC
  • 13. Crosswalk (Mapping)
    • ONIX-PL terms
    • PerpetualAccess
    • AccessBySecureAuthentication
    • InterLibrarySupplyControlledElectronic
    • ERMI terms
    • Perpetual Access Right
    • Concurrent Users
    • Interlibrary Loan Secure Electronic
  • 14. Mapping ONIX-PL to ERMI
    • Simplified or confusing?
    • New definition vs. Difficult to map reversely
    • Interpretation issues
  • 15. Example1 Simplified
    • ONIX-PL
    • AccessBySecureAuthentication
    • ERMI
    • Concurrent Users: number
    • Pooled Concurrent Users: number
    • Concurrent User Note: text
  • 16. Example 2 New Definition
    • ONIX-PL
    • CopyAndDistribute
    • LicenseeRightsAfterTermination
    • DepositDigitalCopy
    • ERMI
    • No equivalent
    • No equivalent
    • No equivalent
  • 17. Example3 Interpretation
    • ONIX-PL
    • ReproduceIndigitalinstrutionalMaterials
      • Reproduce a resource in a digital learning object or course reserve
    • ERMI
    • Course Materials Electronic
      • The right to use licensed materials in collections or compilations of materials assembled in an electronic format by faculty members for use by students in a class for purposes of instruction.
  • 18. Libraries’ Needs
    • Licensing terms
      • Rights statement always follows
      • Machine readable way
      • User friendly
      • More relevant
      • Easy to manage
      • Compatible with other metadata standards
      • More flexibility
      • Growth of electronic resources
    • Can vendors help?
  • 19. Story on Vendors’ Side
        • Willing to satisfy libraries’ needs
        • Waiting for a signal to start
        • Joint efforts among vendor-library-ERMS provider
  • 20. ERMS Provider’s Concern
  • 21. Serials Solutions
    • Defined a project to implement ONIX-PL
    • No immediate development plan
    • Right time
    • Limited “pilot” study
  • 22. What’s next?
    • Challenges
    • Direction
    • Yes or No
    • Intermediate solution?
  • 23. PROPOSAL
    • Additional time for all three parties
    • No major change in ERMS
    • Easy system implementation
    • Adaptability & Flexibility
    • Metadata: XSLT conversion
  • 24. Intermediate Solution
  • 25. Solution Flow
  • 26. Pros and Cons
    • Pros:
      • Low Cost/Less efforts
      • Leave time for all parties to adapt themselves to changes
    • Cons:
      • Intermediate solution
      • Extra work for libraries
      • Both libraries and vendors need expertise for both license terms
  • 27. Future Research
    • Continue data collection from libraries, vendors and ERMS providers
    • Balancing between ERMI and ONIX-PL
    • XSLT conversion
    • Prototype system update
    • Prototype system analysis
    • Vendor feedback
    • ERMS provider feedback

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