NASIG Conference May 2, 2014
MeetingtheE-ResourcesChallenge
throughCollaboration
AnOCLCperspective oneffective
management,...
The challenge of
“e”
The world’s libraries. Connected.
By 2020, it’s predicted that
80%
of academic library expenditures
will be on e-resources...
The world’s libraries. Connected.
Yet, alarmingly…
94%
of librarians still rely on
spreadsheets
for electronic resource
ma...
Maria Collins
Are we there yet? Challenges of ERM (a journey)
Dawn Hale
Managing E-Resources: Lifecycle Challenges & Poten...
• Research and reports
• Short-term advisory groups for service
introductions
• Generally 1:1 Publisher Relations team
• C...
The world’s libraries. Connected.
Meeting the
E-Resources
Challenge
An OCLC Report
Download a copy of the report at:
oc.lc...
Provide services that are:
• Shaped
• Informed
• “built”
• and improved by the efforts of global
community.
Cooperation + ...
Are we there yet? Challenges of
ERM (a journey)
Maria Collins
Head of Acquisitions & Discovery
North Carolina State Univer...
ERM: A long and winding path
Challenge: Mainstreaming ERM
• ERM as core
• Why this is a good
idea?
• The costs of
exceptional
workflows
• Potential roa...
Challenge: Creating workflow-centric design
• What are workflow-centered processes?
• How do we get there?
• Why is this a...
Challenge: Achieving Scale
• Understanding how
siloed systems and
processes don’t scale
• Problems and
examples
• Shift to...
Challenge: Doing more with less
• Why automation has
to happen?
• Why is this difficult?
• Don’t look back!
• Benefits and...
Challenge: Supporting Local
• Managing increased
expectations while
streamlining processes
• Balancing tensions and
resour...
Challenge: Living with Siloed ERMS
• Growing what is ready;
making do with the rest
• Contributing to the
conversation
• T...
Challenge: Industry Readiness
Importance of
collaborative
conversations
and collective
action.
Strategies for getting down the road
• New directions to help
with the journey
• Global community
investment
• Iterative d...
ARE WE THERE YET? ALMOST….
NASIG May 2, 2014
Dawn Hale
Head of Technical Services
Johns Hopkins University
Managing E-Resources: Lifecycle
Challenges...
10 years later
A walk in the park The challenges
Evolution in tools for managing
e-resources
• Spreadsheets, locally-developed systems, ILS
• Standalone disparate systems ...
Streamlining opportunities
• Selection & evaluation of content
• Backend management & integration with book
jobber, subscr...
E-management challenges
• Retaining perpetual access rights when
resources move from vendor to vendor
• Local workflow man...
Increased publishing output
• Self publishing
• Content aggregation
• Consortial purchasing
• Shared collections
Business models exploit potential of
network technology
• Demand Driven Acquisitions (variety of
models)
• Models incorpor...
Managing the transition
to open access
• Subsidize author APC
charges
• Negotiate/manage
hybrid open access
agreements
• E...
Discovery challenges
•Content harvested in mega-index
•Non-inclusion of publisher metadata in indexes
•Uneven quality & ti...
Collective challenges
• Budgets constraints
• Increased
scale/number of e-
resources
• User expectations:
“instant” access
• Collective problems require collective action
in developing solutions
STANDARDS/ BEST
PRACTICES
Link resolvers Open URL,...
Ongoing success
Ability to transition from
institution-centric to
user-centric networked
world
based on dynamic
exchange o...
The world’s libraries. Connected.
THE E-RESOURCE MANAGEMENT WORKFLOW
Andrew K. Pace
Executive Director
Networked Library S...
Electronic Resource Management: A Brief History
My first ERM
Pros:
• Sturdy
• Fire-proof
Cons:
• No network capability
• N...
Electronic Resource Management: A Brief History
My second ERM
Pros:
• Intelligent query interpretation logic and reasoning...
Electronic Resource Management: A Brief History
My third ERM
Pros:
• Built for purpose
• Manages massive complexity
Cons:
...
Electronic Resource Management: A Brief History
My last ERM
Pros:
• Sturdy
• Fire-proof
Cons:
• No network capability
• No...
Ask yourself
• Is my solution:
– Technology driven?
– Standards driven?
– Current workflow driven?
– Library problem drive...
Then remember….
“Just because yours is
better than everyone
else’s doesn’t mean it’s
any good.”
Intelligent workflows
Connected toaglobal datanetwork
Poweredbylibrarycooperation
eWorkflows, eManagement, eDiscovery, eAccess, eSharing
• Knowledge base management
• Link resolver, Citation Finder (journ...
eWorkflows, eManagement, eDiscovery, eAccess, eSharing
• Knowledge base management
• Link resolver, Citation Finder (journ...
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
WorldCat
Global Data Network
Bibliographic
(E/P/D)
Holdings
(E/P/D)
Article citation
and full-text
Central Index
Vendor
Da...
Content Partners
Connected toaglobal datanetwork
Consumer Services
Connected toaglobal datanetwork
Connected toaglobal datanetwork
There are nearly 1,300 libraries using the
WorldCat knowledge base in some way.
Over 360 million holdings for e-books and ...
knowledge
base
5,600 + providers
1. Member libraries approve/deny changes before they are made.
Phase 1
Knowledge Base Coo...
See changes to global KB collections before they are applied
Poweredbylibrarycooperation
knowledge
base
5,600 + providers
2. Members can make changes to existing knowledge base records
Knowledge Base Cooperative...
5,600 + providers
3. Members can add new records and new collections.
knowledge
base
Phase 3
Knowledge Base Cooperative Da...
Intelligent workflows
Connected toaglobal datanetwork
Poweredbylibrarycooperation
Applications come and go, but we must bu...
Rene
Erlandson
University of
Nebraska
Omaha
University of Nebraska Omaha
• Metropolitan University
• 15,000+ Students
• Criss & UNO-Kaneko
Libraries
• 1.5M eresource ...
• ILS
• DISCOVERY
• ERM
• Link Resolver
• A-Z List
• Remote Access
Authentication
Local, Local, Local
WMS @
UNO
• Meta Data/Bib
Data
• Acquisitions
Management
• Administrative
Management
• License
Management
Advantages of eResource MGT in WMS
• Unified Service platform
• Acquisitions/Administration/Licen
se Mgt
• Select/Activate...
• Usage Stats Dashboard
• Ability to gather & embed usage data &
link to cost data element
• Linked access to eResource da...
Discussion
• Report – http://oc.lc/e-resources
• Article by Maria Collins and Jill Grogg:
Building a Better ERMS. Library Journal 136...
Explore. Share. Magnify.
Maria Collins
maria_collins@ncsu.edu
Dawn Hale
dhale@jhu.edu
Rene Erlandson
rerlandson@unomaha.ed...
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Meeting the e-resources challenge through collaboration: an OCLC perspective on effective management, access and delivery of electronic collections

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Libraries have been evolving their methods and approaches to managing the increasing range and number of electronic collections; however, much of the technology that has been developed to support this evolution involves the use of closed, disparate systems that each supports a single aspect of electronic resource management. At this session, OCLC staff and experts from member libraries will look at specific challenges of the e-resource management life cycle and share their perspectives about the opportunities to simplify and streamline processes at each step of the workflowselect, acquire, describe, discover, access and renew.

Particular focus will be given to the potential for libraries (and providers) to share data, tools and processes within OCLC's suite of WorldShare applications. These include: working with publishers to provide comprehensive, timely, good quality, reusable metadata to drive the discovery and usage of electronic resources; providing APIs that foster the development of functional enhancements that benefit everyone; working with a range of partners to embed metadata about, and drive discovery of, library collections in the sites and tools where users start their search.

OCLC is a worldwide cooperative of more than 16,000 libraries, archives and museums, working with members to provide a range of cloud-based, cooperative services that manage the complete library management life cycleOCLC WorldShare. OCLC's unique community-led approach to cataloging has resulted in widespread acknowledgment of the richness and accuracy of libraries' metadata. We are now applying this approach to the description, management and discovery of electronic resources.

By offering applications that address acquisitions, link resolution, authentication, license management, discovery, metadata synchronization and analyticson an open, shared platformOCLC is working with libraries to share the work of managing and delivering licensed resources with services that streamline and automate critical functions at every step of the library's workflow.

Presenters:

Maria Collins
Head, Acquisitions and Discovery, North Carolina State University

Rene Erlandson
Director of Virtual Services, University of Nebraska Omaha

Jill Fluvog
Director of eSolutions, OCLC

Dawn Hale
Head of Technical Services, Johns Hopkins University

Andrew Pace
Executive Director for Networked Library Services, OCLC

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Meeting the e-resources challenge through collaboration: an OCLC perspective on effective management, access and delivery of electronic collections

  1. 1. NASIG Conference May 2, 2014 MeetingtheE-ResourcesChallenge throughCollaboration AnOCLCperspective oneffective management,accessanddelivery of electroniccollections Maria Collins, North Carolina State University Dawn Hale, Johns Hopkins University Rene Erlandson, University of Nebraska Omaha Andrew K. Pace, OCLC Jill Fluvog, OCLC
  2. 2. The challenge of “e”
  3. 3. The world’s libraries. Connected. By 2020, it’s predicted that 80% of academic library expenditures will be on e-resources. 0% 20% 40% 60% 80% 100%
  4. 4. The world’s libraries. Connected. Yet, alarmingly… 94% of librarians still rely on spreadsheets for electronic resource management. 0% 20% 40% 60% 80% 100%
  5. 5. Maria Collins Are we there yet? Challenges of ERM (a journey) Dawn Hale Managing E-Resources: Lifecycle Challenges & Potential Andrew Pace Purpose-driven Electronic Resource Management Rene Erlandson WMS Reality Check Agenda The problem, the promise, the role of collaboration
  6. 6. • Research and reports • Short-term advisory groups for service introductions • Generally 1:1 Publisher Relations team • Content Provider eQuality group • Electronic Resources Advisory Council (3 years) Collaboration and the Cooperative “How can OCLC help?”
  7. 7. The world’s libraries. Connected. Meeting the E-Resources Challenge An OCLC Report Download a copy of the report at: oc.lc/e-resources
  8. 8. Provide services that are: • Shaped • Informed • “built” • and improved by the efforts of global community. Cooperation + collaboration = Acceleration! Collaboration and the Cooperative “How can OCLC help?”
  9. 9. Are we there yet? Challenges of ERM (a journey) Maria Collins Head of Acquisitions & Discovery North Carolina State University
  10. 10. ERM: A long and winding path
  11. 11. Challenge: Mainstreaming ERM • ERM as core • Why this is a good idea? • The costs of exceptional workflows • Potential roadblocks
  12. 12. Challenge: Creating workflow-centric design • What are workflow-centered processes? • How do we get there? • Why is this approach useful? • Potential barriers
  13. 13. Challenge: Achieving Scale • Understanding how siloed systems and processes don’t scale • Problems and examples • Shift to global • Supporting community-driven efforts (GOKb, OCLC’s WorldCat KB)
  14. 14. Challenge: Doing more with less • Why automation has to happen? • Why is this difficult? • Don’t look back! • Benefits and changes
  15. 15. Challenge: Supporting Local • Managing increased expectations while streamlining processes • Balancing tensions and resources • Seeking flexible systems that can provide local support
  16. 16. Challenge: Living with Siloed ERMS • Growing what is ready; making do with the rest • Contributing to the conversation • The costs of ERM without integrated solutions
  17. 17. Challenge: Industry Readiness Importance of collaborative conversations and collective action.
  18. 18. Strategies for getting down the road • New directions to help with the journey • Global community investment • Iterative design; workflow focus • Support for automation • Support for collaboration
  19. 19. ARE WE THERE YET? ALMOST….
  20. 20. NASIG May 2, 2014 Dawn Hale Head of Technical Services Johns Hopkins University Managing E-Resources: Lifecycle Challenges & Potentials
  21. 21. 10 years later A walk in the park The challenges
  22. 22. Evolution in tools for managing e-resources • Spreadsheets, locally-developed systems, ILS • Standalone disparate systems - Link resolver, ERM, proxy, ILS, discovery tool(s), use statistics • Webscale systems
  23. 23. Streamlining opportunities • Selection & evaluation of content • Backend management & integration with book jobber, subscription agent • Discovery
  24. 24. E-management challenges • Retaining perpetual access rights when resources move from vendor to vendor • Local workflow management & internal communication • Problem tracking separate
  25. 25. Increased publishing output • Self publishing • Content aggregation • Consortial purchasing • Shared collections
  26. 26. Business models exploit potential of network technology • Demand Driven Acquisitions (variety of models) • Models incorporating use, value, market
  27. 27. Managing the transition to open access • Subsidize author APC charges • Negotiate/manage hybrid open access agreements • Enhance open access metadata to facilitate discovery
  28. 28. Discovery challenges •Content harvested in mega-index •Non-inclusion of publisher metadata in indexes •Uneven quality & timely distribution of vendor metadata •Proprietary formats & protocols for data exchange • Default ranking and returning of search results
  29. 29. Collective challenges • Budgets constraints • Increased scale/number of e- resources • User expectations: “instant” access
  30. 30. • Collective problems require collective action in developing solutions STANDARDS/ BEST PRACTICES Link resolvers Open URL, IOTA KB metadata exchange KBART Use Counter, SUSHI Cost: CORE License terms Onix PL, SERU Works DOI, ISSN, ISBN, ISTC Carriers: Presentation: PIEJ Transfer of Code Practice MARC, XML-ONIX Data Exchange Institutions Identifiers WorldCat Registry Shibboleth ISNI Discovery Open Discovery Initiative
  31. 31. Ongoing success Ability to transition from institution-centric to user-centric networked world based on dynamic exchange of data between publishers, vendors, libraries to connect our users with electronic content.
  32. 32. The world’s libraries. Connected. THE E-RESOURCE MANAGEMENT WORKFLOW Andrew K. Pace Executive Director Networked Library Services, OCLC
  33. 33. Electronic Resource Management: A Brief History My first ERM Pros: • Sturdy • Fire-proof Cons: • No network capability • Not very scalable
  34. 34. Electronic Resource Management: A Brief History My second ERM 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
  35. 35. Electronic Resource Management: A Brief History My third ERM Pros: • Built for purpose • Manages massive complexity Cons: • Built for purpose • Manages massive complexity
  36. 36. Electronic Resource Management: A Brief History My last ERM Pros: • Sturdy • Fire-proof Cons: • No network capability • Not very scalable 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 Pros: • Built for purpose • Manages massive complexity Cons: • Built for purpose • Manages massive complexity • Built for utility • One knowledge base: SELECT, ACQUIRE, DESCRIBE, DISCOVER, ACCESS, RENEW • Offers Discovery and Access components by default • Fits library workflows • Purpose Driven Pros: • End-to-end e-resource/Serial management (management, discovery, and delivery) • Leverages aggregated data—bibliographic, vendor, access, license • Completely cloud-based (like the content it manages) Cons: • None found yet
  37. 37. Ask yourself • Is my solution: – Technology driven? – Standards driven? – Current workflow driven? – Library problem driven?
  38. 38. Then remember…. “Just because yours is better than everyone else’s doesn’t mean it’s any good.”
  39. 39. Intelligent workflows Connected toaglobal datanetwork Poweredbylibrarycooperation
  40. 40. eWorkflows, eManagement, eDiscovery, eAccess, eSharing • Knowledge base management • Link resolver, Citation Finder (journals, databases, ebooks) • A-Z lists (journals, databases, ebooks) • eArticle Delivery • eBook Demand Driven Acquisitions • Local system record delivery and upkeep • Syndication of eHoldings to 3rd party providers • eResource Management: subscriptions, licenses, rights, vendors • Workflow: trials and negotiations • Identity Management • Access: local and remote access administration • eAnalytics / Usage EVERY library is using 0-12 applications to do all of the following Intelligent workflows
  41. 41. eWorkflows, eManagement, eDiscovery, eAccess, eSharing • Knowledge base management • Link resolver, Citation Finder (journals, databases, ebooks) • A-Z lists (journals, databases, ebooks) • eArticle Delivery • eBook Demand Driven Acquisitions • Local system record delivery and upkeep • Syndication of eHoldings to 3rd party providers • eResource Management: subscriptions, licenses, rights, vendors • Workflow: trials and negotiations • Identity Management • Access: local and remote access administration • eAnalytics / Usage Intelligent workflows SELECTION, ACQUISITION, DESCRIPTION, DISCOVERY, ACCESS, RENEWAL Together again, for the first time.
  42. 42. Intelligent workflows
  43. 43. Intelligent workflows
  44. 44. Intelligent workflows
  45. 45. Intelligent workflows
  46. 46. Intelligent workflows
  47. 47. Intelligent workflows
  48. 48. Intelligent workflows
  49. 49. Intelligent workflows
  50. 50. Intelligent workflows
  51. 51. Intelligent workflows
  52. 52. Intelligent workflows
  53. 53. Intelligent workflows
  54. 54. Intelligent workflows
  55. 55. WorldCat Global Data Network Bibliographic (E/P/D) Holdings (E/P/D) Article citation and full-text Central Index Vendor Data Authorities E-Collections E-Licenses Works Acquisitions Circulation ILL EZproxy License Manager Collection Manager Record Manager Analytics Cloud-based Applications Connected toaglobal datanetwork
  56. 56. Content Partners Connected toaglobal datanetwork
  57. 57. Consumer Services Connected toaglobal datanetwork
  58. 58. Connected toaglobal datanetwork
  59. 59. There are nearly 1,300 libraries using the WorldCat knowledge base in some way. Over 360 million holdings for e-books and e- journals managed in the KB. Poweredbylibrarycooperation
  60. 60. knowledge base 5,600 + providers 1. Member libraries approve/deny changes before they are made. Phase 1 Knowledge Base Cooperative Data Management Poweredbylibrarycooperation
  61. 61. See changes to global KB collections before they are applied Poweredbylibrarycooperation
  62. 62. knowledge base 5,600 + providers 2. Members can make changes to existing knowledge base records Knowledge Base Cooperative Data Management Phase 2 Poweredbylibrarycooperation
  63. 63. 5,600 + providers 3. Members can add new records and new collections. knowledge base Phase 3 Knowledge Base Cooperative Data Management Poweredbylibrarycooperation
  64. 64. Intelligent workflows Connected toaglobal datanetwork Poweredbylibrarycooperation Applications come and go, but we must build them around solving library problems, not just around standards, new technologies, and dated workflows. In conclusion…. OCLC member libraries, OCLC itself, and OCLC’s 3rd party partners comprise the largest supplier of library data. We will continue to deepen those data relationships. A rising tide floats all boats The most successful strategy for libraries is fueled by the ethos of cooperation that distinguishes both our profession and the services offered by OCLC.
  65. 65. Rene Erlandson University of Nebraska Omaha
  66. 66. University of Nebraska Omaha • Metropolitan University • 15,000+ Students • Criss & UNO-Kaneko Libraries • 1.5M eresource titles
  67. 67. • ILS • DISCOVERY • ERM • Link Resolver • A-Z List • Remote Access Authentication Local, Local, Local
  68. 68. WMS @ UNO • Meta Data/Bib Data • Acquisitions Management • Administrative Management • License Management
  69. 69. Advantages of eResource MGT in WMS • Unified Service platform • Acquisitions/Administration/Licen se Mgt • Select/Activate Discovery Access Immediately • No more manual coverage & MARC record loads • Community participation in data quality assurance & maintenance
  70. 70. • Usage Stats Dashboard • Ability to gather & embed usage data & link to cost data element • Linked access to eResource data elements within platform • Metadata separate tab • License record separate tab • Order info separate tab • Customizable Reports Wish-list
  71. 71. Discussion
  72. 72. • Report – http://oc.lc/e-resources • Article by Maria Collins and Jill Grogg: Building a Better ERMS. Library Journal 136, no. 4 (March 1, 2011): 22-28. Available at: http://www.libraryjournal.com/lj/ljinprintspecialty/889092- 480/building_a_better_erms.html.csp [NISO white paper] At ERMS Length: Evaluating Electronic Resource Management Systems http://oc.lc/CollinsArticle • SlideShare posting of this PPT • Paper based on the session Resources
  73. 73. Explore. Share. Magnify. Maria Collins maria_collins@ncsu.edu Dawn Hale dhale@jhu.edu Rene Erlandson rerlandson@unomaha.edu Andrew Pace pacea@oclc.org Jill Fluvog fluvogj@oclc.org Thank you!

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