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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
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    • 1. Electronic Resource Management and Access Services: A New Generation NMLA/MPLA 2007 March 15, 2007 Presented by Dodie Ownes [email_address]
    • 2. Overview
      • In this session, various independent electronic resource management systems (ERMS) for library use will be discussed. Focus will be on examining the efficiency of the ERMS in integrating and streamlining the multi-step processes librarians encounter when navigating searches between print and electronic documents, as well the ERMS as the knowledgebase for the library. Statistical packages, benchmark reporting and license management options will also be reviewed. A new category of library services, ERAMS, will also be discussed.
    • 3. To Buy or To Build? It is a question of where to put your resources
      • Tri-College Library Consortium (PA)
        • 2002 – ERTS; 2005 – Verify (VTLS); 2007 - ?
      • Marist College/U of Illinois-Chicago
        • 2003 – combo ILS/Access/SFX; 2006 – Serials Solutions ERMS
      • University of Nevada – Reno
        • 2002 – Excel, SFX; 2006 - III ERM
      • Oregon Health Sciences University
        • 2002 – 856, SQL/Coldfusion; 2004 - III ERM
          • And many others – UCLA, Marist College, etc …
            • BUT …. NCSU still supporting own E-Matrix solution, Penn State ERLIC, etc .
    • 4. Electronic Resource Management Systems Overview
      • Efficiency of the ERMS in integrating and streamlining
      • ERMS as the knowledgebase
      • ERMS vendors
      • Statistical packages, benchmark reporting and license management options
      • ERAMS – the next wave?
    • 5. ERMS Efficiencies
      • Staff time, energy, purpose
      • Consolidation of applications
      • Resource intensive
      • Centralization of e-resource information
      • Off-site hosting
      • SaaS – Software as a Service
      • Immediate access to usage and cost data
    • 6. The 39 FTE positions on the left represent those working on print acquisitions. The 7.5 FTE positions on the right represent those working on e-resource deployment. To put this in context, the print/electronic split in their budget is 60% print/40% electronic. The Evolution of a New World Order: How and Why UCLA Drew the Line between ‘P’ and ‘E’ - Sharon Farb, Andrew Stancliffe, and Angela Riggio, presented at ER&L 2007.
    • 7. ERMS as the Knowledgebase
      • “ A store of knowledge about a domain represented in machine-processable form, which may be rules (in which case the knowledge base may be considered a rule base), facts, or other representations.” ( ).
      • Link-resolver vendors, AtoZ list vendors and ERMS vendors often maintain a knowledge base of information about serial versions, including such information as links to content, coverage information, and administrative and descriptive metadata. Each local implementation of a system may use those portions of the global knowledge base that represent the holdings of the implementing organization.
      NISO/EDItEUR Joint Working Party ONIX for Serials Glossary
    • 8. Who doesn’t need a knowledgebase?! OPAC Titles Circulation cataloguing Serials Acquisitions Back office Web Portal Z39.50 OpenURL – Link resolvers e-Titles e-Titles e-Titles User facing (From ERM and the LMS –Peter Evans, Ringgold 2006) Libraries
    • 9. ERMS Vendors
      • Innovative – ERM
      • Ex Libris – Verde
      • VTLS – Verify
      • SirsiDynix – ERM
      • Endeavor – Meridian
      • EBSCO – E-Resource Management System
      • Harrassowitz - HERMIS
      • TDNet – e-Resource Manager
      • Colorado Alliance – Gold Rush
      • Serials Solutions – 360 Resource Manager
    • 10. Statistical packages, benchmark reporting, license management options, reporting abilities
      • Usage statistics on number and time of access to each e-resource
      • Compare local resource use to that of peer institutions
      • Track e-journal searching behavior
      • Click-through statistics
      • Overlap analysis
      • Contract, copyright and license detail management and notification
      • Outage reports
    • 11. ERAMS* – the new wave?
      • A new category in the library marketplace that includes:
        • Metasearch
        • Knowledgebase
        • Electronic resource management
        • A-Z lists
        • Reporting and management tools
        • Link resolvers
      *Electronic Resource Access and Management Services
    • 12. No print resources need apply …
      • Four processes central to ERAMS
        • Collect – create a comprehensive knowledgebase for electronic resources
        • Correct – ensure accuracy and currency of the knowledgebase
        • Connect – “user facing” – get readers to resources quickly, efficiently, easily
        • Control – manage and maximize resources (people and $$), improve acquisition process, optimize usage of electronic content
    • 13. Works and plays well with others
      • Z39.50
      • Open URL
      • MARC
      • SUSHI
      • SRU/SRW
      • Dublin Core
      • Web 2.0
      • Library 2.0
      • AJAX
      • XML
      • APIs
      • RSS
      • Web services
    • 14. Resources
      • Boss, Richard. PLA Tech Notes – Automated Library System Vendors and Electronic Resource Management,
      • Adlington, Janice. Electronic Resource Management Systems: Potentials for Eresource Management.
      • Collins, Maria. “Electronic Resource Management Systems: Understanding the Players and How to Make the Right Choice for Your Library,” Serials Review 31 (2005): 125-40.
      • Davis, Susan. “Electronic Resources Management from the Field,” Serials Review 31 (2005): 174-5.
      • Dempsey, Lorcan. Lorcan Dempsey’s weblog. h t tp://
      • Digital Library Federation. Electronic Resource Management Initiative Phase II,
      • Grahame, Vicki and Tim McAdam, Managing Electronic Resources (Washington, D.C. : ARL; SPEC Kit 282)
      • Harvell, Tony A. “Electronic Resources Management Systems: The Experience of Beta Testing and Implementation,” Serials Librarian 47,no.4 (2005): 125-136.
      • Managing Electronic Resources: Contemporary Problems and Emerging Issues. Ed. by Pamela Bluh, Cindy Hepfer. ALA. 2006.
      • Medeiros, Norm. Managing Electronic Resources in the Tri-College Consortium. CLIR Reports. 2006.
      • NISO Standardized Usage Statistics Harvesting Initiative (SUSHI),
      • White Paper on Interoperability between Acquisitions Modules of Integrated Library Systems and Electronic Resource Management Systems: A Draft for Comment,
    • 15. THANK YOU