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ERM and Evergreen

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Slides accompanying a presentation about Evergreen and ERM at Evergreen International Conference 2009, by George Duimovich of Natural Resources Canada.

Slides accompanying a presentation about Evergreen and ERM at Evergreen International Conference 2009, by George Duimovich of Natural Resources Canada.

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  • Transcript

    • 1. ERMS + Evergreen ILS George Duimovich NRCan Library Ottawa,Canada Overview and discussion - getting started Evergreen 2009 Conference
    • 2. Quick Announcement
      • We are now live:
        • http://catalogue.nrcan.gc.ca
      • Phase I migration – April 1 st , 2009
      • Phase II migration – late summer 2009
      • Thank-you Equinox Software Inc., Lyrasis + community
    • 3.  
    • 4. Goals
      • Overview Electronic Resource Management Systems
        • Narrow focus : licensed content
      • Some key features & issues
      • Discussion and moving forward
    • 5. The Service Challenge: on your desktop anywhere, anytime
        • E-journals - Full-text
        • E-books
        • Databases
        • Specialized alert services
        • Bibliographic and citation services
        • Researcher support
        • All integrated and all connected too! (ha, ha!!)
    • 6. Desktop content? Not enough… Digital going everywhere! O’Reilly Radar : “ Measured in terms of number of unique apps Books remains the fastest-growing category: during the week ending 4/12/2009, 11% of the apps in the U.S. store were in the Books category. Books has surpassed the Utilities category and may soon overtake the Entertainment category. “
    • 7.
      • Print title listings – hundreds of thousands
      • 75,000 + publishers
      • E-Journals and packages – 25,000+
      • 250+ full-text and bibliographic databases
      • E-Books – 60 + collections
      • And this is the tip of the iceberg!
      • Complex topic: concentration in publishing industry; information control, etc.
      Source + Supply – licensed content
    • 8. The context - ERM
        • Licensed content – huge in academic, special and government libraries
        • But growing in public libraries too
          • E-books, audiobooks, e-journals, etc.
        • New Evergreen adopters will be looking for community discussion and integration options for managing licensed content
    • 9. Scope of investment
      • Sample Academic Library – 70%+ of collection budget on serials and other continuing resources
        • Costs driving shift towards digital only
      • Try this:
        • convert your subscription databases and e-journals budget into staff FTEs to get a new perspective on how big the investment is
      • Implications: management, evaluation, and monitoring, budgets, affordable access, staff time, etc.
    • 10. ERMS – side note
        • Electronic resources management vs. “licensed content” resources management
    • 11. ERM
        • Massive moves from print to digital
        • Workload & workflow changes
        • New technologies
          • Maintenance & support
        • Budget decisions – evaluation and reporting
        • ERM solutions – from paper, spreadsheets and other ad-hoc systems to in-house or full blown ERMS
    • 12. ERM players / partners
        • Publishers
        • Subscription agencies
        • Vendors
        • Consortia & other library networks / associations
    • 13. Full ERM Systems – what’s tracked
      • Manage key details about your e-resources
      • Access terms
      • License details
      • Trial information
      • Supplier contacts
      • Statistics and reports (collection analysis, etc.)
      • Resource ‘lifecycle’ management, workflow
      • Incident logs & other notes, etc.
    • 14. ERMdb – early home grown system. BCL has since moved to Verde / SFX
    • 15. A few key terms
      • OpenURL
        • NISO standard for bringing together information resources and services – common linking syntax
      • Link Resolver
        • Gives users access to various actionable services (link to full-text, ILL) based upon resource metatdata encoded in an OpenURL
      • Knowledge Base
        • data supplied by content providers, publishers, subscription agents, libraries, etc.
    • 16. OpenURL
      • Looks like no big deal, but very powerful in its simplicity and item level communication capabilities (simple example).
      • http://service.nrcan.gc.ca/get-it?book&isbn=0674012925
    • 17. Link resolver
      • Example target configuration:
    • 18. Link resolver..
      • Searching a non-library source but get library services
    • 19. Customize your services
    • 20. Served up with this OpenURL
      • http://articles.library.upei.ca/GODOT/hold_tab.cgi/PCU?sid=google&auinit=RB&aulast=MacNaughton&atitle=First+steps+on+land:+Arthropod+trackways+in+Cambrian-Ordovician+eolian+sandstone,+southeastern+Ontario,+Canada&id=doi:10.1130/0091-7613(2002)030<0391:FSOLAT>2.0.CO%3B2
    • 21. Knowledge base - the time saver
      • Pre-populated lists of subscription, coverage data, publisher and bibliographic metadata, etc.
      • Think “point and click” lists that are enabled by vendor service
      • The big “value added” piece that draws libraries to ERMS products/services
    • 22. Knowledge base example simplified Shows up in A to Z listing Package / title selection
    • 23. Sample ERMS providers
      • Ex Libris Verde/SFX
      • III ERM
      • Serials Solutions 360 services
      • Gold Rush (CARL)
      • EBSCO ERM Essentials
      • CUFTS (open source)
        • http://researcher.sfu.ca/
      • E-Matrix (open source)
        • http://www.lib.ncsu.edu/e-matrix/
    • 24. Quick look at ERMS public display
      • III Encore with III ERM
        • Resource record vs bib record display (and links back and forth)
        • http://www.deakin.edu.au/library/
          • Try search on ‘nature’
        • http://catalogue.library.carleton.ca/
          • Try search on ‘project muse’
    • 25. The ERMS resource record
    • 26. Advisory note added to the resource record. Shows up in all attached bibs.
    • 27. Sample KB update
    • 28. Some custom / home grown ERMS
      • Updates on some of those widely cited:
      • Vera - MIT
        • Now a hybrid (home grown piece in backend remains with MetaLib X-Server & SFX on frontend)
      • ERTS – Tri-College Consortium
        • Now moved to Verde (using Millennium as ILS)
      • Hermes – Johns Hopkins Libraries
        • Replaced now with Metalib and the open source Xerxes project
    • 29. CUFTS – Open Source ERM
      • ERM services
      • Integrated A-Z database
      • MARC support
      • GODOT: Open Source Link Resolving
      • Open Knowledgebase **
      • Integration with Open Access and free journals content (6000+ titles)
      • Excellent documentation
        • Manuals, screencasts, ‘cookbooks’
    • 30. CUFTS – Open Source ERM
      • Support
        • community resources
        • paid support options (very reasonable!)
        • hosted option available
      • Over 40 partners in academic libraries
        • Academic site – UPEI Evergreen ILS + CUFTS
          • http:// library.upei.ca /journals
      • Development Roadmap
        • http://researcher.sfu.ca/files/cufts.roadmap.2009.pdf
    • 31.  
    • 32.  
    • 33. Sample staff admin interface screenshot
    • 34. E-Matrix (NCSU) – Open Source ERM
      • DLF ERMI informed data model
      • Manages both electronic and print
      • NCSU track record – innovative technology work in “de-coupling” the ILS (Endeca, etc.)
      • pre-release documentation package available:
        • http://www.lib.ncsu.edu/e-matrix/technology.html
      • Some kind of formal announcement expected soon
    • 35.  
    • 36. ERM Systems – some challenges
      • ERMS – why the weak market uptake?
      • Vendor knowledge base - challenges
      • Integration challenges
        • ILS + ERMS = 2 silos ?
      • Vendor / developer challenges
        • Standards
          • resource issues and dev priorities; competitive conflicts?
          • “Resource record” – no standard?
    • 37. Sample standards issue
      • ONIX SPS – for “price lists”
        • No title level costs
      • ONIX SOH – useful for holdings information
        • But no cost data or license terms
      • ONIX PL – provides for expression of publisher’s license terms
        • But just what is being licensed?
      • Result: challenging environment for everybody.
    • 38. DLF E-Resources Management Initiative
      • ERMI I: main consideration - management of electronic journals
      • ERMI II: license mapping; data standards, statistics (SUSHI & Counter), etc.
        • Work is available under Creative Commons Attribution License
        • Data dictionary, functional requirements, etc.inspires most ERM products
      • Key report: http://www.diglib.org/pubs/dlf102/
      • ERM III ?  NISO – focus on standards space
    • 39. Some initiatives follow
      • DLF ERMI (1,2 and now maybe ERMI 3)
        • Also ILS-DI
      • NISO standards & EDItEUR
      • UKSG – KBART
        • Knowledge Bases And Related Tools WG
    • 40. Some initiatives follow
      • Ex Libris URM strategy (why?)
      • Serials Solutions Summons (why?)
      • Ebsco’s ERM Essentials (why?)
      • Open source ERMS (of course!):
        • CUFTS and E-Matrix
    • 41. And don’t forget…
      • Many other players working on the “big picture” of digital resources
    • 42. ERM and your standard ILS Is licensed content “so special” that traditional Acq + Serials had to be left dysfunctional with regards to ERM? Is the ERMS an outcome of an “abandon ship” approach for legacy Acq, Serials, and OPAC?
    • 43. Evergreen ILS + ERM future
      • Evergreen ILS is well positioned to respond to diverse ERM requirements
      • First wave of academic libraries set to move ERM forward (and others in the pipe)
      • Evergreen advantages:
        • Industry leading support for network savvy protocols and standards
        • Excellent connectivity and support for “wiring in” other systems
    • 44. Evergreen ILS + ERM future
      • Acquisitions, Serials and OPAC can grow organically with ERM functionality without concern for “competing revenue stream”
        • e.g. version 1.6 – org-based 856 display
      • Evergreen’s system architecture is open for business to play with full-blown open source as well as proprietary ERM systems
    • 45. Evergreen ILS + ERM future
      • ERMS space is messy and poses some serious challenges, but…
      • For Evergreen ILS adopters:
      • “ The ILS goes from being the library's least agile system to the most flexible” (Art Rhyno)
    • 46. Discussion…

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