ERM and Evergreen

ERMS + Evergreen ILS George Duimovich NRCan Library Ottawa,Canada Overview and discussion - getting started Evergreen 2009 Conference

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

Goals

Overview Electronic Resource Management Systems

Narrow focus : licensed content

Some key features & issues

Discussion and moving forward

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!!)

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. “

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

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

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.

ERMS – side note

Electronic resources management vs. “licensed content” resources management

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

ERM players / partners

Publishers

Subscription agencies

Vendors

Consortia & other library networks / associations

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.

ERMdb – early home grown system. BCL has since moved to Verde / SFX

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.

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

Link resolver

Example target configuration:

Link resolver..

Searching a non-library source but get library services

Customize your services

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

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

Knowledge base example simplified Shows up in A to Z listing Package / title selection

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/

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’

The ERMS resource record

Advisory note added to the resource record. Shows up in all attached bibs.

Sample KB update

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

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’

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

Sample staff admin interface screenshot

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

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?

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.

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

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

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

And don’t forget…

Many other players working on the “big picture” of digital resources

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?

Evergreen ILS + ERM future