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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
  • Transcript

    • 1. ERM and the LMS current status and future trends
    • 2. 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
    • 3. 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
    • 4. The Library Management System
      • 30 year legacy
      • Modular
      • Integrated
      • Large
      • complex
      Customer facing OPAC Titles Circulation cataloguing Serials Acquisitions Back office
    • 5. Life was simple then OPAC Titles Circulation cataloguing Serials Acquisitions Back office User facing
    • 6. 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
    • 7. 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
    • 8. 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
    • 9. 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]
    • 10. OpenRFP
      • DLF functions
        • Acquisitions
        • Licensing
        • Rights management
        • Usage
        • Performance
        • Data linkage
    • 11. 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
    • 12. 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
    • 13. 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
    • 14. 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
    • 15. 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”
    • 16. The future
      • Integrated Resource Management systems replacing the separate / linked systems being built today
    • 17. 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
    • 18. 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
    • 19. 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
    • 20. Future problems
      • E-books
      • Print on demand from e-resources
      • E-learning
      • Institutional repositories
      • Pre-prints
      • Dissertations
    • 21. Market survey
      • Running an ERM
      • Implementing
      • Procuring
      • Thinking
      • Decided against
    • 22. Market Segments
      • Large Academic
      • Medium/Small academic
      • Public
      • Special
    • 23. Market Survey
    • 24. Questions/Discussion
    • 25. 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
    • 26. The End

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