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ERMS with ERAMS and 2007 Dev Plans
 

ERMS with ERAMS and 2007 Dev Plans

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    ERMS with ERAMS and 2007 Dev Plans ERMS with ERAMS and 2007 Dev Plans Presentation Transcript

    • Helping Your Library Be The Best Partner For Research
          • Jeff Aipperspach
          • Technical Product Manager
    • Helping Your Library Be The Best Partner For Research Helping Your Library Be the Best Partner for Research
      • Minimize data entry in different systems
      • Integrate management with access
      • Combine local data with authoritative data
      Today’s electronic collections require complete, integrated solutions
    • New Business Category (ERAMS)
      • E-Resource Access and Managements Services (ERAMS)
      • The Web has changed how we deliver and consume information
        • The shift from physical to digital delivery of information has created new requirements and opportunities for delivering effective library experiences
      • The Web has profoundly transformed the nature of library collections
        • The majority of new acquisitions are Web-based
        • Collections have increased dramatically and content is available anytime, anywhere
        • Web search engines compete with libraries
      Helping Your Library Be the Best Partner for Research
    • New Business Category (ERAMS)
      • A new way of thinking about how we manage library collections and make them accessible
        • Technologies used for physical collections are not suited for the challenges of electronic resources
        • ERAMS augment the physical library and the ILS
      • A rapidly emerging planning and budgeting category
        • ERAMS help ensure the capabilities and relevance of libraries moving forward
      • A collection of tools and services that help libraries to
        • Optimize access, usage, collections and workflows
      Helping Your Library Be the Best Partner for Research
    • Key Technology Requirements for ERAMS
      • Integration
        • Requires that data, access, and management tools work together seamlessly to connect patrons with content quickly and easily, enable more efficient library workflows, and reduce workloads for librarians
      • Interoperability
        • Requires active participation within the library community and standards bodies, and partnerships with libraries of all sizes
        • SFX in use with many of our customers
      • Web-native technology
        • Requires technology that has been designed for the Web from the ground up to take full advantage of the functionality and potential of the Internet
      Helping Your Library Be the Best Partner for Research
    • ERMS – Integrate Resource Access & Management Helping Your Library Be the Best Partner for Research
      • Integrate management with access
      • ERMS is tightly integrated with Serials Solutions’ resource discovery products
      • Make a single change that affects all access services, eliminating redundant data entry
      • Ensure patrons and staff all see same, accurate data
    • Why Electronic Resource Management? Helping Your Library Be the Best Partner for Research Vendor Licenses Terms of Use Access URLs Coverage Dates Costs Trial Notes Logins & Passwords Usage Stats Acquisition Notes Outage Reports Renewal Dates Vendor Contacts MARC Records Proxies IP Addresses Admin URL A-to-Z Link Resolver Fed Search Workflow
    • Gain Control Over Your Electronic Resources Helping Your Library Be the Best Partner for Research ERM solutions help you gain control over the complex and time consuming process of selecting acquiring, and managing electronic resources. Grow collection to best fit your individual library’s needs Reduce time required to manage the collection Reduce costs to purchase and maintain the collection
    • ERMS – Solves Lifecycle and Workflow Issues Helping Your Library Be the Best Partner for Research
      • Resource Lifecycle
      • Manage all lifecycle stages from a single module:
      • Discovery
      • Pre-acquisition evaluation
      • Trial
      • Acquire
      • Customize
      • Access
      • Post-acquisition evaluation
      • Ongoing issue management
    • The DLF ERM Initiative
      • 2001: Early collaboration on ERM use cases and practices
      • 2002: ALA mid-winter informal meeting to extend research, followed by NISO/DLF workshop on ERM standards
      • 2003: DLF Fall Forum presenting initial requirements with vendor and library reactor panels
      • 2004: Final report issued
      • 2005: ERMI-2 proposal
      Helping Your Library Be the Best Partner for Research
    • ERMS – Feature Rich Helping Your Library Be the Best Partner for Research And much more! Let your patrons and staff know how a resource can be used Terms of Use Keep track of outages, license breaches and trial & acquisition notes Incident Log Manage vendor statistics metadata to lighten burden of collection and analysis Vendor Statistics Remind staff when renewals come up, or when resources change status Alerts Manage administrative & end-user logins & passwords, acquisition dates, and notes Subscription Metadata Manage local, vendor and consortia contacts Contact Manager Maintain details about resource licenses, including dates, notes and reviewers License Manager
    • Pre-Acquisition Evaluation Phase How does the resource fit within our current collection? Does it provide enough unique content for the cost?
    • Evaluate Resources with Overlap Analysis Helping Your Library Be the Best Partner for Research Make value-based decisions by placing resource in context with the rest of your collection using Overlap Analysis
    • Trial Phase Helping Your Library Be the Best Partner for Research Track resources on trial for easier management.
    • Keep Track of a Resource’s Status Helping Your Library Be the Best Partner for Research View resources and easily begin tracking them with a resource status, such as “trial,” “under review,” or “subscribed.”
    • Alert Notice Helping Your Library Be the Best Partner for Research Notify staff when a resource has been added as a trial.
    • Inform Staff of Status Changes with an Alert Helping Your Library Be the Best Partner for Research Set a status change alert to let staff know when a resource is on trial or has been cancelled. Alerts can also be tied to license renewal dates.
    • Acquire Phase Helping Your Library Be the Best Partner for Research Manage and store administrative metadata.
    • Manage Acquisition Metadata Helping Your Library Be the Best Partner for Research Link directly to help pages or documents Keep track of administrative metadata, such as logins and passwords
    • Acquire Phase Helping Your Library Be the Best Partner for Research Record license start and end dates, reviewers, and location of the physical copy.
    • Manage Resource Licenses Helping Your Library Be the Best Partner for Research
    • Resource Licenses Helping Your Library Be the Best Partner for Research Record detailed license information, including custom status, license type and reviewer
    • Terms of Use Helping Your Library Be the Best Partner for Research Record and display resource terms of use.
    • Terms of Use Helping Your Library Be the Best Partner for Research Terms of use can be attached to license to indicate valid user groups, valid uses, and custom notes to provide additional details Use the public display flag to pass terms of use details to hosted products to inform patrons
    • Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research Link displays when terms of use have been recorded in license and flagged for public display
    • Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research
    • Contact Manager Helping Your Library Be the Best Partner for Research Record and manage vendor, provider and even internal contact details.
    • Contact Manager Helping Your Library Be the Best Partner for Research Contact manager provides easy access to all resource contacts Customize contact roles to reflect local needs
    • Contact Manager Helping Your Library Be the Best Partner for Research Contact can have more than one role
    • Resource Notes Manager Helping Your Library Be the Best Partner for Research Record and manage any type of note for any resource.
    • Notes Manager Helping Your Library Be the Best Partner for Research Keep track of resource outages and other issues with resource notes manager Customize note types and status options to reflect local needs Add notes to provider, database or journal levels
    • Notes Manager Helping Your Library Be the Best Partner for Research Keep track of additional details about the original note
    • Vendor Statistics Helping Your Library Be the Best Partner for Research Record vendor statistics metadata and archive file locations.
    • Manage Vendor Statistics Helping Your Library Be the Best Partner for Research Easily manage vendor statistics metadata Stats archive location Login and password Standard, type and frequency
    • ERMS – How is Serials Solutions Different?
      • Integrated with resource discovery tools
      • Hosted on Serials Solutions’ servers
      • Rich with features that solve management issues
      Helping Your Library Be the Best Partner for Research 3 Knowledgebase
      • Industry’s leading electronic resource knowledgebase is in use at more than 1,800 libraries worldwide
      1 Analysis Tools
      • Make value-based collection development decisions with analysis tools such as Overlap Analysis and Benchmarking
      2
    • Analysis Tools Turn Management Into Decisions
      • ERMS is more than just managing your electronic resources
      • Analysis tools help make sense of the data you manage
      • Overlap Analysis, Usage Statistics, and Benchmarking help drive collection development and acquisition decisions
      • Analysis tools contribute to making value-based decisions about your resources
      Helping Your Library Be the Best Partner for Research
    • Complete Knowledgebase Reduces Workload
      • Comprehensive knowledgebase means:
      • No underlying metadata loading
      • No underlying metadata conversion work
      • No ongoing maintenance
      • 8 staff, 4 librarians
      Helping Your Library Be the Best Partner for Research Minimize your ongoing workload!
    • The Industry’s Leading Knowledgebase Helping Your Library Be the Best Partner for Research
      • Manage all of your e-Resources
      • Full-text resources
      • A&I resources
      • Other resources soon
        • E-books
        • Dissertations
        • Web sites, etc.
      • More than 5.000 databases
        • More than 1.700 full text databases
        • More than 3.300 non-full text databases
        • More than 150.000 unique titles
        • More than 1,2 million MARC records
        • More than 72 million holdings
      • Updated and growing every day!
    • Lack of a Knowledgebase Limits Potential Helping Your Library Be the Best Partner for Research
      • Resource comparisons require unified knowledgebase
        • Overlap Analysis
        • E-Catalog for finding every electronic manifestation of a resource
        • No unified knowledgebase?
        • Library systems marooned on data islands
        • Need to maintain data in two or more systems
        • Extra cost to purchase data from a vendor, or pay staff to collect and maintain it
    • Authority Knowledgebase = Accurate Answers Helping Your Library Be the Best Partner for Research
      • Serials Solutions’ data team uses proprietary tools to remove errors and standardize data with authority data. Benefits to librarians and patrons:
        • Accurate data ensures resource discovery tools are effective
        • Accurate data enables cross-vendor comparisons
        • Accurate data enables single application management with multi-application usage.
        • Accurate data delivers accurate answers
      Content providers often deliver titles, ISSNs, and holdings data that are incorrect, non-standard, or missing altogether. 1433-3450 Journal of the American Society of Nephrology 1533-3450 Journal of the American Society of Nephrology 1046-6673 Journal of the American Society of Nephrology : JASN 1046-6673 Journal of the American Society of Nephrology Journal of the American Society of Nephrology 1046-6673 JASN 1046-6673 J. Am. Soc. Nephrol.
    • Hosted Applications
      • Local installation = local headaches
      Helping Your Library Be the Best Partner for Research + = XSLT Programming? Command Line? SQL Statements? Failover plans?
      • Eliminate wasted time and money
          • No servers to purchase, install & maintain
          • No software updates to install
          • No backup plans to maintain
      • Faster, more responsive development
          • Release 6- 8 weeks vs. once or twice a year
      • Always use the most up-to-date software and data
    • World Class Support
      • Unlimited customer support from the first day of service
      • Regional support teams around the globe
        • Germany
        • France
      • Many Librarians on the ProQuest / Serials Solutions team
        • Customer Support
        • Programmers
        • Product Management
        • Sales
      • Industry leading response times
      • 97% satisfaction rate
      • Fast implementation
        • Live trial with YOUR data
        • Full text available now
        • Excel files can be used to upload local resources
      Helping Your Library Be the Best Partner for Research
    • Consortia Management
      • Currently working with SCELC (Statewide California Electronic Library Consortium)
      • SCELC manages resources and license details on behalf of 93 member libraries, giving them the ability to:
        • Share licenses and terms of use
        • Manage resource vendor contacts
        • Automatically inform libraries about trials, purchases and other resource status changes with ERMS alerts
      • Discussions with EZB this week
      Helping Your Library Be the Best Partner for Research
    • Consortia Management
      • Serials Solutions’ Software as a Service (SaaS) model allows development of true consortial support
        • All data resides in the same knowledgebase, so data about resources can be easily shared
        • User accounts all reside in the same application, using group permissions to determine access and control
        • Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface
      Helping Your Library Be the Best Partner for Research
    • Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research
    • Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research ABI/Inform Factiva LexisNexis National Consortia ABI/Inform Factiva LexisNexis Regional Consortia JSTOR ABI/Inform Factiva LexisNexis Local Library JSTOR MathSciNet
    • Consortia Management
      • Member library instance needs to aggregate:
        • Consortia licensed material
          • Libraries can participate in multiple consortia
        • Locally licensed material
        • May need to allow consortia manager to ‘see’ locally licensed material (in some consortia, not in others)
          • Purchase decisions
          • Licensing terms
      • Inheritance of relevant metadata
        • License terms
        • Cost metadata
      • Release at the end of 2007
      Helping Your Library Be the Best Partner for Research
    • Consortia Management – Development Roadmap Helping Your Library Be the Best Partner for Research ERMS cost data added at group level inherits to local level with ability to overwrite as required. Cost metadata inheritance ERMS notes and alerts managed at group level for sharing of information about resources Notes and alerts group management ERMS license and contact data added at group level inherits to local records. Licenses and contacts data inheritance Resources added on group profile inherit to member libraries automatically. Libraries can add local metadata to records. Includes the ability to manage IP ranges and build reports of which libraries have which resources. Resource inheritance and combined data management Libraries belong to one or more groups with ability for group leader to manage membership and accounts Group membership and account management
    • 2007 Developments - April
      • Cost Management (April 30)
        • Cost metadata associated with a resource
        • Collection Manager to support Cost Management
        • Cost at any level (collection, database, journal)
        • Ability to provide line item details
          • € 1,000 for a database
            • € 700 for Journal A within that database
            • € 300 for Journal B within that database
      • Collection Manager
        • Support for Cost Management
        • Group resources in any manner to support licensing and cost data
        • Add databases, journals from any provider
        • Examples: Subscription Agent Collection; ProQuest Collection
      Helping Your Library Be the Best Partner for Research
    • 2007 Developments - April
      • New Business Tier Architecture (April 30)
        • Move to .NET architecture
          • Modular
          • Extensible
        • Faster development – reuse of code much easier
        • Support for Unicode (left to right languages at this time)
        • Rich and complex interfaces possible
          • More efficient navigation
          • Defined controls
        • Built in support for web services and XML
        • Future personalization potential
        • Increased performance
      Helping Your Library Be the Best Partner for Research
    • 360 TM COUNTER (Q3 2007)
      • 360 TM COUNTER will be much more than just a tool to harvest usage data automatically
        • Auto harvesting of COUNTER usage data via SUSHI protocol
        • Files from vendors via e-mail
        • Ability to utilize MPS Scholarly Stats data
        • Error identification and correction
        • Merging with other metadata (costs, subjects)
        • Central repository for storing the data
        • Reporting module
          • Pre-defined queries
          • Create and store custom queries
          • Export of statistics and queries
          • Share reports
          • Create and share graphs
      Helping Your Library Be the Best Partner for Research
    • Knowledgebase Expansion
      • Phased approach to adding material (media) types
        • 1 st ~ e-books (ebrary, Safari, Ebook Library (EBL), Knovel)
          • Internal tools – work complete
          • EJP and AL – July
          • MARC – July
        • 2 nd ~ dissertations and theses (timeframes not defined)
        • After that ~ integrating resource (music, art, web sites, etc. - items that are updated and are not serially published)
      Helping Your Library Be the Best Partner for Research
    • Knowledgebase Expansion – Benefits Across Services
      • ERMS
        • Management of all e-resources within single interface
          • Licensing terms and metadata management
      • E-Journal Portal
        • Additional e-resources to be displayed and available to patrons (increase the value of the electronic collection)
        • Licensing terms displayed to patrons
      • Article Linker
        • Additional e-resources that can be accessed and utilized from various interfaces (increase the value of the electronic collection)
      • MARC
        • Expanded coverage of vital e-resources
      Helping Your Library Be the Best Partner for Research
    • All Services (2 nd half 2007)
      • Available within the Client Center for all customers
      • Client Managed Local Holdings
        • Ability to create and manage LSH (Library Specific Holdings) databases
        • Manage and track non-authority resources
      • Client Data Customization Upload
        • Ability to upload customizations to holdings in a library subscribed database
          • Holdings (coverage) dates
          • Selectable titles in a database
          • Notes, etc.
      Helping Your Library Be the Best Partner for Research
    • On-Site Consulting
      • Analyze workflow and take greatest advantage of ERMS features in local environment
        • Pre-training consulting about current workflow and staff role identification
        • Customized training materials
        • Interactive hands-on sessions with all staff who are involved in the e-resource workflow (2 days)
        • Focus will be on analyzing e-resource management workflow and determining best way to use ERMS
      Helping Your Library Be the Best Partner for Research
    • Data Migration
      • No commercial ERM applications in market prior to 2004/2005
      • Local storage of e-resource metadata in many applications (Excel, SQL, FileMaker Pro, etc)
        • License information
        • Contacts
        • Descriptions
      • Hundreds of potential data points in non-standard formats
      • Serials Solutions will provide a roadmap on what can and cannot be done at a fair price in a reasonable amount of time
      • Process
        • Evaluate your data with you
        • Will provide an estimate of potential to migrate data, potential issues in a full report
        • Will provide a defined file format to help you export data
        • Will provide flexible options to accommodate data migration / entry
      Helping Your Library Be the Best Partner for Research
    • ERMS – Integrate Resource Management and Access Helping Your Library Be the Best Partner for Research
      • Integrate management with access
      • ERMS is tightly integrated with Serials Solutions’ resource discovery products.
      • Make a single change that affects all access services, eliminating redundant data entry.
      • Ensure patrons and staff all see the same, accurate data.
      • Vielen Dank!
      • Thank you!
      • Jeff Aipperspach
      • Technical Product Manager
      • +1.206.545.9056, ext. 1087
      • [email_address]
      Helping Your Library Be the Best Partner for Research “ Complete Solutions for Today’s Electronic Collections”