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  • From the mid 70s to the early 9os things were relatively straight forward There were other libraries which we did – via central databases like OCLC a lot of business Then the internet came along and connected the libraries and Z39.50 made it easier The Web added extra sparkle to the mix and the proliferation of e-resources brought forward Web portals Link resolvers for the appropriate copy function This put acquisitions and Serials modules into a spin So they were propped up with paper and spreadsheets Then along came the ERM
  • From the mid 70s to the early 9os things were relatively straight forward There were other libraries which we did – via central databases like OCLC a lot of business Then the internet came along and connected the libraries and Z39.50 made it easier The Web added extra sparkle to the mix and the proliferation of e-resources brought forward Web portals Link resolvers for the appropriate copy function This put acquisitions and Serials modules into a spin So they were propped up with paper and spreadsheets Then along came the ERM
  • From the mid 70s to the early 9os things were relatively straight forward There were other libraries which we did – via central databases like OCLC a lot of business Then the internet came along and connected the libraries and Z39.50 made it easier The Web added extra sparkle to the mix and the proliferation of e-resources brought forward Web portals Link resolvers for the appropriate copy function This put acquisitions and Serials modules into a spin So they were propped up with paper and spreadsheets Then along came the ERM

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  • ERM and the LMS current status and future trends
  • Peter Evans
    • Libraries
      • Hatfield Polytechnic (Univ. Hertfordshire)
    • Suppliers
      • Dynix, Geac, Fretwell-Downing
    • Ringgold Inc
    • Biblio Tech
      • Biblio Tech Review
      • Serials-eNews
    • OpenRFP
      • Online RFP generation and response
  • ERM / LMS Workshop
    • The Library Management System
    • The rise of the ERM system
    • Functions of ERM systems
      • Digital Library Federation
    • Current vendor offerings
    • Survey
    • Questions
  • The Library Management System
    • 30 year legacy
    • Modular
    • Integrated
    • Large
    • complex
    Customer facing OPAC Titles Circulation cataloguing Serials Acquisitions Back office
  • Life was simple then OPAC Titles Circulation cataloguing Serials Acquisitions Back office User facing
  • Now OPAC Titles Circulation cataloguing Serials Acquisitions Back office Web Portal Z39.50 OpenURL – Link resolvers e-Titles e-Titles e-Titles User facing Libraries
  • The problems of e-resources
    • Discovery – what is out there ?
    • Delivery – how does the user get it ?
    • Control
      • Authentication – who are you ?
      • Authorization – what can you use ?
      • Collection development
      • Actions – what can you DO with them ?
      • Timescales – how long can you use them ?
      • Payments – to suppliers, authors etc.
    Back office
  • Digital Library Federation
    • A group of libraries
      • British Library
      • Columbia University
      • Cornell University
      • Harvard University
      • Library of Congress
      • New York Public Library
    • and allies
      • Joint Information Systems Committee (JISC)
      • OCLC Online Computer Library Center
      • RLG
  • Entity-Relationship Diagram for Electronic Resource Management NISO/DLF Workshop, 10 May 2002 Nathan D.M. Robertson Database Analyst/Programmer Sheridan Libraries, Johns Hopkins University [email_address]
  • OpenRFP
    • DLF functions
      • Acquisitions
      • Licensing
      • Rights management
      • Usage
      • Performance
      • Data linkage
  • Current situation Article Linker from SS ERM(Horizon) SirsiDynix Partial solution Registration Tracker EBSCO Summer 2005: V1 ermS Serials Solutions Summer 2005: V1 Meridian Endeavor Standalone: Partnership with TLC Gold Rush Colorado Alliance Partner with Harrasowitz e-Resource Manager TDNet 2005: V1 Holistic view ERM (Unicorn) SirsiDynix 2005: Beta : FRBR compliant Verify VTLS 2004: Version 2.0 April 2006 Calif. Dig. Library Cranfield (Unicorn) Verde Ex Libris 2002: Version 3: 60 sold; standalone also Library of Congress Electronic Resource Management Innovative Status Product Company
  • Integrated system or separates
    • Integrated systems are good
    • Best of breed is better ?
    • Standards
      • Help the data move from system to system
      • Help modules speak to each other
  • Vendors and systems
    • Part of an LMS
      • SirsiDynix
    • Stand alone
      • Serials Solutions
    • Integrated + Stand alone
      • Innovative (Electronic Resource Management)
      • Ex Libris (Verde)
    • Subscription agent system
      • Ebsco TDNet
    • Other
      • GoldRush
  • The Future
    • More, richer functionality
    • Better authentication and authorisation
    • Easier control
    • Balanced, informed purchasing decisions
    • ERM will become the centre of all library management operations
  • The ERM IS the LMS
    • The LMS is really a
    • “Print Resource Management system”
    • Both the traditional LMS and the ERM system are special cases of a
    • “Resource Management System”
  • The future
    • Integrated Resource Management systems replacing the separate / linked systems being built today
  • P and E resources Complex – overlapping, changing deals. Time limited access. Simple Collection dev. More complex to analyse subject use As required budgets Complex – linked to access Simple – separate from access invoicing Trials with feedback Approval schemes Trials Package deals, market separation Simple: discounts, multiple copy deals Acquisition Can be complex: number of uses, purposes etc Simple: rationing via loan periods, loan limits Usage Complex: time controls, place controls Simple: copy restrictions, no loan for trade Licensing E-Resources P-Resources Functions
  • Now OPAC Titles Circulation cataloguing Serials Acquisitions Back office Web Portal Z39.50 OpenURL – Link resolvers e-Titles e-Titles e-Titles User facing ERM Libraries
  • Future 2 Resources Back office User facing e-Titles e-Titles e-Titles ASAD GePuRMS Licensing Rights Management Cataloguing Acquisitions Discovery Delivery Authentication Authorisation Web portal Z-39.50 ERM RMS Libraries
  • Future problems
    • E-books
    • Print on demand from e-resources
    • E-learning
    • Institutional repositories
    • Pre-prints
    • Dissertations
  • Market survey
    • Running an ERM
    • Implementing
    • Procuring
    • Thinking
    • Decided against
  • Market Segments
    • Large Academic
    • Medium/Small academic
    • Public
    • Special
  • Market Survey
  • Questions/Discussion
  • Main links and sources
    • Digital Library Federation
      • www.diglib.org – functions, entity diagrams
    • Licensing
      • www.library.yale.edu/~llicense/index.shtml
    • www.openrfi.com | services | resources
      • These links
      • This presentation
  • The End