http://www.niso.org/news/events/2011/nisowebinars/erm/           The Three S’s of  Electronic Resource Management:Systems,...
The First “S” of Organizing and   Distributing Information:           Standards                                Todd Carpen...
Overview     Why standards?     • NISOs role in development of       standards          - ERM standards:            SUSHI,...
Standards form the basis of commerceJanuary 12, 2011   Three Ss of Electronic Resource Management   4
Standards Aren’t a Foreign LanguageJanuary 12, 2011   Three Ss of Electronic Resource Management   5
Supply Chain or Library?January 12, 2011   Three Ss of Electronic Resource Management   6
National Information Standards Organization            32% Libraries/Library                       35 % Publishers/Publish...
NISO’s Organizational Structure                                                    Board of Directors                     ...
Ongoing work within NISO (1/2) Business Information Topic Committee      CORE (Cost of Resource Exchange) Working Group   ...
Ongoing work within NISO (2/2) Content & Collection Management Topic   Cmtee      DAISY Standard Revision Working Group   ...
NISO on the International Stage Actively participate internationally with     ISO, EDItEUR, IFLA, ICSTI, International STM...
The ISO world communityJanuary 12, 2011   Three Ss of Electronic Resource Management   12
Our part of ISO’s OrganizationalStructure            Technical Committee (TC) 46           Information & Documentation    ...
ERM Challenges                and StandardsJanuary 12, 2011   Three Ss of Electronic Resource Management   14
DLF ERMI Workflows                                                                 Differences                            ...
Workflow of E-Resource  Management                                         Trial use              License terms           ...
Workflow of E-Resource  Management                                         Trial use              License terms           ...
Workflow of E-Resource  Management                                                                License terms           ...
Workflow of E-Resource  Management                                         Trial use    SERU      License terms      LEWG/...
Workflow of E-Resource  Management                                         Trial use    SERU      License terms      LEWG/...
Workflow of E-Resource  Management                                         Trial use    SERU      License terms      LEWG/...
Workflow of E-Resource  Management                                         Trial use    SERU      License terms      LEWG/...
Workflow of E-Resource  Management                                         Trial use    SERU      License terms      LEWG/...
What is ONIX-PL?January 12, 2011   Three Ss of Electronic Resource Management   24
What is ONIX-PL, really?• A structure for making the content of a  license machine-readable• An XML format• A tool to make...
Briefly: SUSHI•        Need: Simplify and automate the gathering of usage         data for librarians     –     Librarians...
Briefly: SERU• Need: Reduce the transaction costs of negotiating  licenses, particularly for smaller products• Solution   ...
Briefly: KBARTKnowledge Bases and Related Tools Project,  Phase IIJoint NISO/UKSG project launched in 2008Phase I Report p...
Standards for E-Resources                   Adoption.                   Promotion.                   Problems?January 12, ...
Successes based on community pressureSUSHI has had tremendous success in adoption since it was  published in 2007Presently...
Successes based on cost savingsSERU has had also seen significant success in adoption since  it was published in 2008Prese...
Challenges for adoption of licenseexpressionClearly, communicating license permissions and  prohibitions to staff and user...
Chicken and the egg problem: CommunicationA communication structure  isn’t really useful with no one  to talk to. Applies ...
Challenges for adoption of ERM systemsElectronic Resource Management, generally, is a  complicated processFor many reasons...
Squeaky WheelJanuary 12, 2011   Three Ss of Electronic Resource Management   35
Thank you!                    Todd Carpenter, Managing Director                                 tcarpenter@niso.org     Na...
Three S’s of  Electronic ResourceManagement: Systems             Bob McQuillan    Senior Product Manager       Innovative ...
What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed...
What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed...
What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed...
What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed...
Early challenges for libraries …        Integrated library systems not originally        designed to accommodate electroni...
Early challenges for libraries …        Internal workflow issues                    Electronic resource data in many forma...
Early challenges for patrons …        No single search and discovery point for        both print and electronic holdings  ...
Electronic Resource ManagementInitiative (ERMI)        Workshop co-sponsored by NISO and        the Digital Library Federa...
Electronic Resource Management:The Report of the DLF Initiative        “An Electronic Resource Management        system is...
Electronic Resource Management:The Report of the DLF Initiative        “… including but not limited to:                   ...
Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of In...
Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of In...
Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of In...
Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of In...
Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of In...
Early ERM system challenges …                                 Logins &                                                    ...
Early ERM system challenges …                                   Logins &                                                  ...
Early ERM system challenges …                                   Logins &                                  Admin           ...
Early ERM system challenges …                                                                                             ...
Since 2004 …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfac...
Since 2004 …            Gold Rush          Verde®Unified Resource Management    Millennium™ ERM   360 Resource Manager    ...
Since 2004 …            Gold Rush                                                                     ERM Essentials™     ...
Since 2004 …                                                                                                              ...
Where are we today?                                                   Marco BellucciCopyright Innovative Interfaces. Not t...
Many ERM choices for different requirements                                                                       ERM     ...
Many ERM choices for different requirements                                                                               ...
Many ERM choices for different requirements                                                                               ...
Many ERM choices for different requirements                                                                               ...
Many ERM choices for different requirements                                                                               ...
Many ERM choices for different requirements                                                                               ...
Many ERM choices for different requirements       A-Z list                                                      Related   ...
At the same time, many challenges …        Financial reality … budgets are shrinking        and shifting     TW CollinsCop...
At the same time, many challenges …        Financial reality … budgets are shrinking        and shifting                  ...
At the same time, many challenges …        Many libraries struggle with the same        workflow issues     TW CollinsCopy...
At the same time, many challenges …        Many libraries struggle with the same        workflow issues                   ...
As a result …        Library staff duties are evolvingCopyright Innovative Interfaces. Not to be duplicated or distributed...
As a result …        Library staff duties are evolving        “Big picture” is shifting                    Print and elect...
Where do we go from here?                                                   alisdairCopyright Innovative Interfaces. Not t...
What libraries can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovati...
What libraries can do …        Identify gaps and opportunities for        increased efficiencyCopyright Innovative Interfa...
What libraries can do …        Identify gaps and opportunities for        increased efficiency        Get involved with st...
What ERM system vendors can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of...
What ERM system vendors can do …        Solicit library feedback                    Conferences, user groups, customer    ...
What ERM system vendors can do …        Solicit library feedback                    Conferences, user groups, customer    ...
What ERM system vendors can do …        Solicit library feedback                    Conferences, user groups, customer    ...
ERM Data, Standards& Best Practices Review        Ivy Anderson (co-chair, California Digital Library)        Tim Jewell (c...
ERM Data, Standards& Best Practices Review            NISO working group to undertake “gap            analysis” regarding ...
ERM Data, Standards& Best Practices Review        Deliverable will highlight current work        that provides solutions f...
ERM Data, Standards& Best Practices Review        Consult with vendors, libraries using        ERM systems and other stake...
ERM Data, Standards& Best Practices Review        Standards mapping with ERMI                    Working from related stan...
ERM Data, Standards  & Best Practices Review          Standards mapping with ERMI                      Working from relate...
Why Standards?        ERMI was not a standard        Libraries want:                    Simplified license agreements     ...
Why Standards?        Reduce re-keying        Reduce maintenance cost & disruption        Durability of data        Avoid ...
For More Information ERM Data, Standards & Data Review  Working Group http://www.niso.org/workrooms/ermreview   Bob McQuil...
Three S’s of      Electronic ResourceManagement: Subscriptions                       Oliver Pesch     Chief Strategist, E-...
Subscriptions…•   The challenges•   The changing role of the subscription agent•   Benefits for customers•   Standards and...
The challenges
This…                                  Acquire                  Evaluate                  Monitor                     Prov...
This…                                                          Order                                                      ...
Became this!                                      License                                                       terms     ...
Became this!                                      License                                                       terms     ...
Became this!                                      License                                                       terms     ...
Became this!                                      License                                                       terms     ...
Became this!                                      License                                                       terms     ...
Became this!                                      License                                                       terms     ...
The agent’s changing role
Traditional opportunities for efficiency                 Subscription                 AgentLibraries                      ...
Traditional opportunities for efficiency                     Subscription                     Agent Single title fileLibra...
Traditional opportunities for efficiency          Orders                     Subscription                     Agent Single...
Traditional opportunities for efficiency          Orders             Renewals                     Subscription            ...
Traditional opportunities for efficiency          Orders             Renewals                                    Claims   ...
Traditional opportunities for efficiency          Orders             Renewals                                     Claims  ...
Traditional opportunities for efficiency          Orders             Renewals                                     Claims  ...
Evolving opportunities for efficiency                Subscription                AgentLibraries                        Pub...
Evolving opportunities for efficiency  Capturing data                   Subscription                   AgentLibraries     ...
Evolving opportunities for efficiency     Capturing data                      Subscription                      AgentLicen...
Evolving opportunities for efficiency     Capturing data                          Subscription                          Ag...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Evolving opportunities for efficiency                          Influence processes     Capturing data                     ...
Other complementary services• Leveraging the captured data and knowledge of  content and customer’s subscriptions• Access ...
Benefits for customers• Streamlines workflows…   – Saves time   – Reduces cost• Supports better informed decisions…   – Ke...
Standards
Standards• Exchanging title lists (publisher to agent)   – KBART, ONIX-SPS
Standards• Exchanging title lists (publisher to agent)   – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; a...
Standards• Exchanging title lists (publisher to agent)   – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; a...
Standards• Exchanging title lists (publisher to agent)   – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; a...
Standards• Exchanging title lists (publisher to agent)   – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; a...
Thank You   Oliver Peschopesch@ebsco.com
Upcoming SlideShare
Loading in …5
×

NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions

2,046 views

Published on

Electronic Resource Management (ERM) encompasses a variety of practices and services that impact library staff and patrons. In this session, three panelists from the system vendor, subscription agent and academic library communities converge to discuss benefits and challenges of “three S’s” integral to ERM: systems, standards and subscriptions.

This high-level overview is ideal for libraries that might be considering ERM solutions and existing ERM libraries that would benefit with an update on current developments.

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,046
On SlideShare
0
From Embeds
0
Number of Embeds
272
Actions
Shares
0
Downloads
35
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Unfortunately, my crystal ball doesn’t work terribly well. However, I’ll lay out some of the current events that impact our community and what are some pitfalls and opportunities.
  • NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions

    1. 1. http://www.niso.org/news/events/2011/nisowebinars/erm/ The Three S’s of Electronic Resource Management:Systems, Standards, and Subscriptions January 12, 2011 Speakers: Todd Carpenter, Bob McQuillan, and Oliver Pesch
    2. 2. The First “S” of Organizing and Distributing Information: Standards Todd Carpenter Managing Director, NISO NISO Webinar, January 12, 2011
    3. 3. Overview Why standards? • NISOs role in development of standards - ERM standards: SUSHI, SERU, ONIX- PL, KBART - Successes and Challenges in the adoption of standardsJanuary 12, 2011 Three Ss of Electronic Resource Management 3
    4. 4. Standards form the basis of commerceJanuary 12, 2011 Three Ss of Electronic Resource Management 4
    5. 5. Standards Aren’t a Foreign LanguageJanuary 12, 2011 Three Ss of Electronic Resource Management 5
    6. 6. Supply Chain or Library?January 12, 2011 Three Ss of Electronic Resource Management 6
    7. 7. National Information Standards Organization 32% Libraries/Library 35 % Publishers/Publishing Organizations Organizations 32 LSA Members (non-voting) ANSI ISO 35% Library Systems Other SDOs Suppliers, Publishing Vendors & IntermediariesJanuary 12, 2011 Three Ss of Electronic Resource 7 Management
    8. 8. NISO’s Organizational Structure Board of Directors Architecture Committee Subcommittee Subcommitte Topic Committee Topic Committee Topic Committee Working Group Working Group Working Group Working Group Working Group Working Group Working Group Working Group Working GroupJanuary 12, 2011 Three Ss of Electronic Resource Management 8
    9. 9. Ongoing work within NISO (1/2) Business Information Topic Committee CORE (Cost of Resource Exchange) Working Group E-journal Presentation Working Group ERM Data Review Working Group I2 (Institutional Identifiers) Working Group OpenURL Quality Metrics Working Group SUSHI (Standardized Usage Statistics Harvesting Initiative Standing CommitteeJanuary 12, 2011 Three Ss of Electronic Resource Management 9
    10. 10. Ongoing work within NISO (2/2) Content & Collection Management Topic Cmtee DAISY Standard Revision Working Group RFID in Libraries Revision Working Group Standardized Markup for Journal Articles Working Group NISO/NFAIS Supplemental Journal Article Materials Project Discovery to Delivery Topic Committee NISO/UKSG KBART Phase 2 Working Group NCIP (NISO Circulation Interchange Protocol) Standing Committee Physical Delivery of Library Resources Working Group SSO (Single Sign-On) Authentication Working GroupJanuary 12, 2011 Three Ss of Electronic Resource Management 10
    11. 11. NISO on the International Stage Actively participate internationally with ISO, EDItEUR, IFLA, ICSTI, International STM Association, the UK Serials Group, LIBER, Standards Australia, ISO Registration Authorities Standards developed today generally are applied across a worldwide and integrated industry.January 12, 2011 Three Ss of Electronic Resource Management 11
    12. 12. The ISO world communityJanuary 12, 2011 Three Ss of Electronic Resource Management 12
    13. 13. Our part of ISO’s OrganizationalStructure Technical Committee (TC) 46 Information & Documentation Subcommittees (SC): 4 – Systems Interoperability 8 – Performance Measurement 9 – Identification & Description 11 – Records ManagementJanuary 12, 2011 Three Ss of Electronic Resource Management 13
    14. 14. ERM Challenges and StandardsJanuary 12, 2011 Three Ss of Electronic Resource Management 14
    15. 15. DLF ERMI Workflows Differences between print and electronic workflow As described in initial ERMI report Source: http://www.diglib.org/pubs/dlf 102/dlfermi0408appb.pdfJanuary 12, 2011 Three Ss of Electronic Resource Management 15
    16. 16. Workflow of E-Resource Management Trial use License terms Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access lists Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 16
    17. 17. Workflow of E-Resource Management Trial use License terms Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 17
    18. 18. Workflow of E-Resource Management License terms Trial use SERU Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 18
    19. 19. Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 19
    20. 20. Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 20
    21. 21. Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 21
    22. 22. Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price CORE Evaluate Register IP Addresses User feedback Acquire CORE KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 22
    23. 23. Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price CORE Evaluate Register IP Addresses User feedback Acquire CORE KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART I2 Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 23
    24. 24. What is ONIX-PL?January 12, 2011 Three Ss of Electronic Resource Management 24
    25. 25. What is ONIX-PL, really?• A structure for making the content of a license machine-readable• An XML format• A tool to make license terms and conditions more accessible• Extensible so additional terms can be added to dictionary in the future• OPEN to interpretationJanuary 12, 2011 Three Ss of Electronic Resource Management 25
    26. 26. Briefly: SUSHI• Need: Simplify and automate the gathering of usage data for librarians – Librarians spending more time gathering data than analyzing it• Solution – Server/Client system to exchange COUNTER reports – Easily incorporated into usage systems (on publisher side) or into ERM (on library side) – Client calls to server, asks for report, and server runs the report and sends it on – Data exchange is taking place by machine talking with machine• Incorporated into COUNTER 3 Code of Practice in fall 2009 – Publishers who claim COUNTER compliance MUST BE SUSHI CompliantJanuary 12, 2011 Three Ss of Electronic Resource Management 26
    27. 27. Briefly: SERU• Need: Reduce the transaction costs of negotiating licenses, particularly for smaller products• Solution – Framework for community-held best practices regarding delivery and management of electronic content – Based on a decade of growing mutual trust and experience with digital information – Broad consensus on issues such as authorized users, third- party archiving, improper use, systematic downloading, etc. – Not another model license, nor a click-through or wrap Why have lawyers arguing over small ticket products?January 12, 2011 Three Ss of Electronic Resource Management 27
    28. 28. Briefly: KBARTKnowledge Bases and Related Tools Project, Phase IIJoint NISO/UKSG project launched in 2008Phase I Report published in January 2010Three core problems – Inaccurate data leads to bad links – Incorrect implementation – Lack of knowledge• Recommendations on data requirements, transfer format & protocols, error reporting, education Three Ss of Electronic Resource ManagementJanuary 12, 2011 28
    29. 29. Standards for E-Resources Adoption. Promotion. Problems?January 12, 2011 Three Ss of Electronic Resource Management 29
    30. 30. Successes based on community pressureSUSHI has had tremendous success in adoption since it was published in 2007Presently 110 publishers are COUNTER 3 compliant (as of May)Key to driving adoption:Tying SUSHI Compliance with COUNTER 3 Compliance COUNTER had established market credibility and demand SUSHI added functionality, which made COUNTER easier to use, therefore more desirable Relative simplicity to implement based on web services January 12, 2011 Three Ss of Electronic Resource Management 30
    31. 31. Successes based on cost savingsSERU has had also seen significant success in adoption since it was published in 2008Presently 131 libraries are listed on the SERU registry Another 8 consortia AND 44 publishers and content providersKey to driving adoption:Simplicity – easy to understand and narrow scopeReal pain by both publishers and libraries negotiating licensesSERU provides significant cost savings and facilitates sales. January 12, 2011 Three Ss of Electronic Resource Management 31
    32. 32. Challenges for adoption of licenseexpressionClearly, communicating license permissions and prohibitions to staff and users is difficultLicense expression is not a simple process Definite cost-benefits analysis needed Consider: – Desire for ambiguity versus clarity – The level of detail that your organization needs – ONIX-PL is not an enforcement mechanism – Issues impacting negotiation – risks of 3rd party encoding/handling – The pain threshold of managing licenses badly is less than the system costsJanuary 12, 2011 Three Ss of Electronic Resource Management 32
    33. 33. Chicken and the egg problem: CommunicationA communication structure isn’t really useful with no one to talk to. Applies to CORE & ONIX-PL.There is no real benefit to being a first mover in adoptionPartnership is required among two providers who may not have the same goals, priorities January 12, 2011 Three Ss of Electronic Resource Management 33
    34. 34. Challenges for adoption of ERM systemsElectronic Resource Management, generally, is a complicated processFor many reasons didn’t fit within existing ILS systemsE-content management staff levels comparatively lowMany different models for managing library data End-to-End Enterprise Systems, Plug-in, Open Source January 12, 2011 Three Ss of Electronic Resource Management 34
    35. 35. Squeaky WheelJanuary 12, 2011 Three Ss of Electronic Resource Management 35
    36. 36. Thank you! Todd Carpenter, Managing Director tcarpenter@niso.org National Information Standards Organization (NISO) One North Charles Street, Suite 1905 Baltimore, MD 21201 USA +1 (301) 654-2512 www.niso.orgJanuary 12, 2011 Three Ss of Electronic Resource Management 36
    37. 37. Three S’s of Electronic ResourceManagement: Systems Bob McQuillan Senior Product Manager Innovative Interfaces
    38. 38. What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    39. 39. What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    40. 40. What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    41. 41. What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    42. 42. Early challenges for libraries … Integrated library systems not originally designed to accommodate electronic resource data Resource License Coverage database Usage statisticsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    43. 43. Early challenges for libraries … Internal workflow issues Electronic resource data in many formats and locations; not centralized Data not integrated into ILSCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    44. 44. Early challenges for patrons … No single search and discovery point for both print and electronic holdings Electronic holdings typically in separate database siloCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    45. 45. Electronic Resource ManagementInitiative (ERMI) Workshop co-sponsored by NISO and the Digital Library Federation (DLF) in 2002 ERMI evolved under the guidance of DLF to pull together common specifications and tools to effectively manage licensed electronic resources Landmark report published in August 2004Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    46. 46. Electronic Resource Management:The Report of the DLF Initiative “An Electronic Resource Management system is a system encompassing a wide range of functions throughout the electronic resource life cycle …”Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    47. 47. Electronic Resource Management:The Report of the DLF Initiative “… including but not limited to: Ordering Acquisition Maintenance and renewal process Generation and maintenance of discovery tools such as e-resources web pages Recording and presentation of license information such as authorized users and permitted uses”Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    48. 48. Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    49. 49. Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    50. 50. Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    51. 51. Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    52. 52. Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    53. 53. Early ERM system challenges … Logins & Vendor Passwords LicensesUsageStats Link Resolver Workflow Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    54. 54. Early ERM system challenges … Logins & Vendor Passwords Licenses Trial Notes MARC Records Usage Stats Link ResolverOutageReports Coverage Dates Workflow Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    55. 55. Early ERM system challenges … Logins & Admin Vendor Passwords URL Licenses Trial Terms Notes of Use A-to-Z MARC Records Usage Stats Link ResolverOutageReports Coverage Vendor Dates Workflow Contacts Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    56. 56. Early ERM system challenges … IP Addresses Logins & Admin Vendor Costs URL Licenses Passwords Trial Terms Notes of Use A-to-Z MARC Records Usage Stats Link Resolver Acquisition Notes Access URLs RenewalOutage DatesReports Coverage Vendor Proxies Dates Workflow Contacts Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    57. 57. Since 2004 …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    58. 58. Since 2004 … Gold Rush Verde®Unified Resource Management Millennium™ ERM 360 Resource Manager Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    59. 59. Since 2004 … Gold Rush ERM Essentials™ Verde®Unified Resource Management Open ERAM Millennium™ ERM HERMIS 360 Resource Manager SwetsWise eSource Manager Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    60. 60. Since 2004 … CORAL Gold Rush ERM Essentials™ ERMes Verde®Unified Resource Management Open ERAM Millennium™ ERM HERMIS CUFTS 360 Resource Manager SwetsWise eSource Web-scale Management Manager Service (WMS) Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    61. 61. Where are we today? Marco BellucciCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    62. 62. Many ERM choices for different requirements ERM SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    63. 63. Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    64. 64. Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    65. 65. Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions System Standards COUNTER ONIX-PL &Best Practices SUSHI CORE ERMICopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    66. 66. Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions System Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlapCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    67. 67. Many ERM choices for different requirements Metadata Bibliographic Services KnowledgebaseElectronicresources inseparatecatalog OPAC & ERM ILS Catalog Discovery Integration AcquisitionsEverything in Platform Systemone place;regardless offormat &location Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlap Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    68. 68. Many ERM choices for different requirements A-Z list Related Bibliographic Link resolver Products & Metadata Federated search Services Services Knowledgebase Enriched contentElectronicresources inseparatecatalog OPAC & ERM ILS Catalog Discovery Integration AcquisitionsEverything in Platform Systemone place;regardless offormat &location Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlap Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    69. 69. At the same time, many challenges … Financial reality … budgets are shrinking and shifting TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    70. 70. At the same time, many challenges … Financial reality … budgets are shrinking and shifting 60 to 70% annual budgets on electronic resources vs. print Increasing pressure to maximize use of electronic resources TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    71. 71. At the same time, many challenges … Many libraries struggle with the same workflow issues TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    72. 72. At the same time, many challenges … Many libraries struggle with the same workflow issues Many still spend more time and energy controlling traditional paper resources which make up a smaller portion of the budget TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    73. 73. As a result … Library staff duties are evolvingCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    74. 74. As a result … Library staff duties are evolving “Big picture” is shifting Print and electronic? One system vs. interoperable products and services? What are the most critical areas and priorities? Do these fit into long-term objectives?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    75. 75. Where do we go from here? alisdairCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    76. 76. What libraries can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    77. 77. What libraries can do … Identify gaps and opportunities for increased efficiencyCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    78. 78. What libraries can do … Identify gaps and opportunities for increased efficiency Get involved with stakeholders Patrons System vendors Subscription/publisher services Other libraries Standards organizationsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    79. 79. What ERM system vendors can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    80. 80. What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc.Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    81. 81. What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc. Partner with other stakeholders Standards organizations and interest groups Other product and service providersCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    82. 82. What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc. Partner with other stakeholders Standards organizations and interest groups Other product and service providers Adopt industry standards and best practicesCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    83. 83. ERM Data, Standards& Best Practices Review Ivy Anderson (co-chair, California Digital Library) Tim Jewell (co-chair, University of Washington) Jeanne Downey (University of Houston) Deberah England (Wright State University) Harry Kaplanian (Serials Solutions) Rafal Kasprowski (Rice University) Tim McGeary (Lehigh University) Bob McQuillan (Innovative Interfaces) Angela Riggio (UCLA)Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    84. 84. ERM Data, Standards& Best Practices Review NISO working group to undertake “gap analysis” regarding ERM related data, standards and best practicesCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    85. 85. ERM Data, Standards& Best Practices Review Deliverable will highlight current work that provides solutions for specific areas of ERM use, identifies gaps where work has not been done, and recommends appropriate further work Report to be delivered to the NISO Business Information Topic Committee and made publicly availableCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    86. 86. ERM Data, Standards& Best Practices Review Consult with vendors, libraries using ERM systems and other stakeholders for additional feedback Describe challenges libraries face with current ERM systems Identify gaps in interoperability and best practices Make recommendations regarding future of ERMI data dictionaryCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    87. 87. ERM Data, Standards& Best Practices Review Standards mapping with ERMI Working from related standards and best practices Determine correspondence, overlap Compare meanings and uses Determine whether ERMI data dictionary should address, or relevant standard (w/revisions) sufficient to address ERM needs Discovery of gaps in existing standardsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    88. 88. ERM Data, Standards & Best Practices Review Standards mapping with ERMI Working from related standards and best practices Determine correspondence, overlap Compare meanings and uses Determine whether ERMI data dictionary should address, or relevant standard (w/revisions) sufficient to address ERM needs Discovery of gaps in existing standardsCORE I2 ONIX-PL ONIX-SRN TRANSFERCOUNTER KBART ONIX-SOH Shibboleth vCARDDOI MARC ONIX-SPS SUSHI Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    89. 89. Why Standards? ERMI was not a standard Libraries want: Simplified license agreements Workflow tools and best practices Authority control for products and vendors Interoperability and data transport Holdings data for ebooks and ejournalsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    90. 90. Why Standards? Reduce re-keying Reduce maintenance cost & disruption Durability of data Avoid supplier lock-in Easier development path Platform for collaboration Whole system economies Source: “The Business Case for Standards” (JISC)Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    91. 91. For More Information ERM Data, Standards & Data Review Working Group http://www.niso.org/workrooms/ermreview Bob McQuillan Senior Product Manager Innovative Interfaces bmcquillan@iii.comCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
    92. 92. Three S’s of Electronic ResourceManagement: Subscriptions Oliver Pesch Chief Strategist, E-Resources EBSCO Information Services NISO Webinar January 12, 2011
    93. 93. Subscriptions…• The challenges• The changing role of the subscription agent• Benefits for customers• Standards and how they can help
    94. 94. The challenges
    95. 95. This… Acquire Evaluate Monitor Provide Access Provide Support AdministerLife cycle of a resource
    96. 96. This… Order Pay Assess need/budget Evaluate Acquire Catalogue Evaluate Monitor Provide Access Check-in/ shelve Provide Support Administer ClaimingLife cycle of a resource
    97. 97. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    98. 98. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Transitioning from Print to Online problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    99. 99. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Gaining Access problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    100. 100. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Transfer of Journals Review authentication problems Changes in Format Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    101. 101. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Handling Packages problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    102. 102. Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Measuring Usage and Value of Content problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
    103. 103. The agent’s changing role
    104. 104. Traditional opportunities for efficiency Subscription AgentLibraries Publishers
    105. 105. Traditional opportunities for efficiency Subscription Agent Single title fileLibraries Publishers
    106. 106. Traditional opportunities for efficiency Orders Subscription Agent Single title fileLibraries Publishers
    107. 107. Traditional opportunities for efficiency Orders Renewals Subscription Agent Single title fileLibraries Publishers
    108. 108. Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title fileLibraries Publishers
    109. 109. Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title file PaymentsLibraries Publishers
    110. 110. Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title file Payments InvoicesLibraries Publishers
    111. 111. Evolving opportunities for efficiency Subscription AgentLibraries Publishers
    112. 112. Evolving opportunities for efficiency Capturing data Subscription AgentLibraries Publishers
    113. 113. Evolving opportunities for efficiency Capturing data Subscription AgentLicense details Libraries Publishers
    114. 114. Evolving opportunities for efficiency Capturing data Subscription AgentLicense details Access & Registration data Libraries Publishers
    115. 115. Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Publishers
    116. 116. Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Order Activation Publishers
    117. 117. Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Order Activation Package Publishers Renewal
    118. 118. Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Access & Registration data Libraries Order Activation Package Publishers Renewal
    119. 119. Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Access & Registration data Holdings list Libraries Order Activation Package Publishers Renewal
    120. 120. Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Updating ERM systems Access & Registration data Holdings list Libraries Order Activation Package Publishers Renewal
    121. 121. Other complementary services• Leveraging the captured data and knowledge of content and customer’s subscriptions• Access services – A-to-Z – Link resolver – MARC• Management tools – ERM – Usage consolidation
    122. 122. Benefits for customers• Streamlines workflows… – Saves time – Reduces cost• Supports better informed decisions… – Key data elements readily available• Improve access for end users… – More timely activation of subscribed content – More accurate holdings and coverage – Better integration of full text
    123. 123. Standards
    124. 124. Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS
    125. 125. Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH
    126. 126. Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE
    127. 127. Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE• Exchanging license terms (publisher to agent; agent to library) – ONIX-PL
    128. 128. Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE• Exchanging license terms (publisher to agent; agent to library) – ONIX-PL• Exchanging usage data (publisher to library) – COUNTER, SUSHI
    129. 129. Thank You Oliver Peschopesch@ebsco.com

    ×