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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
  • 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
  • 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. 1. ERM and the LMS current status and future trends
    2. 2. Peter Evans <ul><li>Libraries </li></ul><ul><ul><li>Hatfield Polytechnic (Univ. Hertfordshire) </li></ul></ul><ul><li>Suppliers </li></ul><ul><ul><li>Dynix, Geac, Fretwell-Downing </li></ul></ul><ul><li>Ringgold Inc </li></ul><ul><li>Biblio Tech </li></ul><ul><ul><li>Biblio Tech Review </li></ul></ul><ul><ul><li>Serials-eNews </li></ul></ul><ul><li>OpenRFP </li></ul><ul><ul><li>Online RFP generation and response </li></ul></ul>
    3. 3. ERM / LMS Workshop <ul><li>The Library Management System </li></ul><ul><li>The rise of the ERM system </li></ul><ul><li>Functions of ERM systems </li></ul><ul><ul><li>Digital Library Federation </li></ul></ul><ul><li>Current vendor offerings </li></ul><ul><li>Survey </li></ul><ul><li>Questions </li></ul>
    4. 4. The Library Management System <ul><li>30 year legacy </li></ul><ul><li>Modular </li></ul><ul><li>Integrated </li></ul><ul><li>Large </li></ul><ul><li>complex </li></ul>Customer facing OPAC Titles Circulation cataloguing Serials Acquisitions Back office
    5. 5. Life was simple then OPAC Titles Circulation cataloguing Serials Acquisitions Back office User facing
    6. 6. Now OPAC Titles Circulation cataloguing Serials Acquisitions Back office Web Portal Z39.50 OpenURL – Link resolvers e-Titles e-Titles e-Titles User facing Libraries
    7. 7. The problems of e-resources <ul><li>Discovery – what is out there ? </li></ul><ul><li>Delivery – how does the user get it ? </li></ul><ul><li>Control </li></ul><ul><ul><li>Authentication – who are you ? </li></ul></ul><ul><ul><li>Authorization – what can you use ? </li></ul></ul><ul><ul><li>Collection development </li></ul></ul><ul><ul><li>Actions – what can you DO with them ? </li></ul></ul><ul><ul><li>Timescales – how long can you use them ? </li></ul></ul><ul><ul><li>Payments – to suppliers, authors etc. </li></ul></ul>Back office
    8. 8. Digital Library Federation <ul><li>A group of libraries </li></ul><ul><ul><li>British Library </li></ul></ul><ul><ul><li>Columbia University </li></ul></ul><ul><ul><li>Cornell University </li></ul></ul><ul><ul><li>Harvard University </li></ul></ul><ul><ul><li>Library of Congress </li></ul></ul><ul><ul><li>New York Public Library </li></ul></ul><ul><li>and allies </li></ul><ul><ul><li>Joint Information Systems Committee (JISC) </li></ul></ul><ul><ul><li>OCLC Online Computer Library Center </li></ul></ul><ul><ul><li>RLG </li></ul></ul>
    9. 9. Entity-Relationship Diagram for Electronic Resource Management NISO/DLF Workshop, 10 May 2002 Nathan D.M. Robertson Database Analyst/Programmer Sheridan Libraries, Johns Hopkins University [email_address]
    10. 10. OpenRFP <ul><li>DLF functions </li></ul><ul><ul><li>Acquisitions </li></ul></ul><ul><ul><li>Licensing </li></ul></ul><ul><ul><li>Rights management </li></ul></ul><ul><ul><li>Usage </li></ul></ul><ul><ul><li>Performance </li></ul></ul><ul><ul><li>Data linkage </li></ul></ul>
    11. 11. Current situation Article Linker from SS ERM(Horizon) SirsiDynix Partial solution Registration Tracker EBSCO Summer 2005: V1 ermS Serials Solutions Summer 2005: V1 Meridian Endeavor Standalone: Partnership with TLC Gold Rush Colorado Alliance Partner with Harrasowitz e-Resource Manager TDNet 2005: V1 Holistic view ERM (Unicorn) SirsiDynix 2005: Beta : FRBR compliant Verify VTLS 2004: Version 2.0 April 2006 Calif. Dig. Library Cranfield (Unicorn) Verde Ex Libris 2002: Version 3: 60 sold; standalone also Library of Congress Electronic Resource Management Innovative Status Product Company
    12. 12. Integrated system or separates <ul><li>Integrated systems are good </li></ul><ul><li>Best of breed is better ? </li></ul><ul><li>Standards </li></ul><ul><ul><li>Help the data move from system to system </li></ul></ul><ul><ul><li>Help modules speak to each other </li></ul></ul>
    13. 13. Vendors and systems <ul><li>Part of an LMS </li></ul><ul><ul><li>SirsiDynix </li></ul></ul><ul><li>Stand alone </li></ul><ul><ul><li>Serials Solutions </li></ul></ul><ul><li>Integrated + Stand alone </li></ul><ul><ul><li>Innovative (Electronic Resource Management) </li></ul></ul><ul><ul><li>Ex Libris (Verde) </li></ul></ul><ul><li>Subscription agent system </li></ul><ul><ul><li>Ebsco TDNet </li></ul></ul><ul><li>Other </li></ul><ul><ul><li>GoldRush </li></ul></ul>
    14. 14. The Future <ul><li>More, richer functionality </li></ul><ul><li>Better authentication and authorisation </li></ul><ul><li>Easier control </li></ul><ul><li>Balanced, informed purchasing decisions </li></ul><ul><li>ERM will become the centre of all library management operations </li></ul>
    15. 15. The ERM IS the LMS <ul><li>The LMS is really a </li></ul><ul><li>“Print Resource Management system” </li></ul><ul><li>Both the traditional LMS and the ERM system are special cases of a </li></ul><ul><li>“Resource Management System” </li></ul>
    16. 16. The future <ul><li>Integrated Resource Management systems replacing the separate / linked systems being built today </li></ul>
    17. 17. P and E resources Complex – overlapping, changing deals. Time limited access. Simple Collection dev. More complex to analyse subject use As required budgets Complex – linked to access Simple – separate from access invoicing Trials with feedback Approval schemes Trials Package deals, market separation Simple: discounts, multiple copy deals Acquisition Can be complex: number of uses, purposes etc Simple: rationing via loan periods, loan limits Usage Complex: time controls, place controls Simple: copy restrictions, no loan for trade Licensing E-Resources P-Resources Functions
    18. 18. Now OPAC Titles Circulation cataloguing Serials Acquisitions Back office Web Portal Z39.50 OpenURL – Link resolvers e-Titles e-Titles e-Titles User facing ERM Libraries
    19. 19. Future 2 Resources Back office User facing e-Titles e-Titles e-Titles ASAD GePuRMS Licensing Rights Management Cataloguing Acquisitions Discovery Delivery Authentication Authorisation Web portal Z-39.50 ERM RMS Libraries
    20. 20. Future problems <ul><li>E-books </li></ul><ul><li>Print on demand from e-resources </li></ul><ul><li>E-learning </li></ul><ul><li>Institutional repositories </li></ul><ul><li>Pre-prints </li></ul><ul><li>Dissertations </li></ul>
    21. 21. Market survey <ul><li>Running an ERM </li></ul><ul><li>Implementing </li></ul><ul><li>Procuring </li></ul><ul><li>Thinking </li></ul><ul><li>Decided against </li></ul>
    22. 22. Market Segments <ul><li>Large Academic </li></ul><ul><li>Medium/Small academic </li></ul><ul><li>Public </li></ul><ul><li>Special </li></ul>
    23. 23. Market Survey
    24. 24. Questions/Discussion
    25. 25. Main links and sources <ul><li>Digital Library Federation </li></ul><ul><ul><li>www.diglib.org – functions, entity diagrams </li></ul></ul><ul><li>Licensing </li></ul><ul><ul><li>www.library.yale.edu/~llicense/index.shtml </li></ul></ul><ul><li>www.openrfi.com | services | resources </li></ul><ul><ul><li>These links </li></ul></ul><ul><ul><li>This presentation </li></ul></ul>
    26. 26. The End

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