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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  • 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…