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E-REsouRcE
ManagEMEnt
by,
paul Raj, s.
II MlIs
bIshop hEbER collEgE
tRIchy.
E-Resource Management
an E-REsouRcEs ManagEMEnt systEM
thE vIsIon(scopE)
“ A system that supports management of
the information and workflows necessary
to efficiently select, evaluate, acquire,
maintain, renew/cancel and provide
informed access to e-resources in
accordance with theirbusiness and
license terms”
- Ivy Anderson, Robin Wendler
(Harvard University Library) &
E-Resource Management
ERM: a staff tool dEals wIth…
(nEEd)
Relationships
Interfaces, Packages, and theirconstituent parts
Knowing which resources share the same interface,
license terms, business terms …
Information
License permissions and constraints
UserIDs, passwords, administrative info
Contacts forsupport and troubleshooting
Cancellation restrictions, price caps, etc.
Workflows
Trials
Renewals/cancellations
Implementing access
Notifying relevant staff
…according to the DLFERMI“standard”
E-Resource Management
basIc ERM data ElEMEnts
Element Includes data points such as….
Descriptive Title fields, holdings,
publisher, ISSN, interface,
package…
Licensing Authorized users, ILLrights,
archiving rights…
Financial Price, price cap, relationship to
print…
Administrative and Support Administrative password,
vendorcontact information…
Access Authorization method
E-Resource Management
The boTTom line:
ERMis about more than statistics and
licenses
ERMs are (orwill become) the library’s
corporate memory forall factors related to
electronic resources at all levels
In filling that role, ERMs become central to
all process and all services within the library
Interoperability with ERMs is vital forall
players in the information chain – including
publishers
E-Resource Management
Manage lifecycle events fore-products
Financial management and audit-ability
Tool to centrally store and maintain
contracts, licenses, otherraw documents
Rationalize ERprocessing and related
procedures
Search, retrieve, report across
management attributes
Harvest, calculate, apply userand
financial statistics
Support consistent workflows to support
data quality
Ensure compliance with license terms!
Why eRm?
E-Resource Management
The funcTions
Legacy systems
Serials
Homegrown
ERM
Licensing
ILL
OPAC
Spreadsheets
&paper
records
ERM’s role
Process
management
Link Server
interaction
ILL/resource sharing
Business transaction
Financial system
interoperability
Permission authority
Central and
integrated
E-Resource Management
ERMs today touch many different areas
Authentication
Acquisitions
OPACs
Link resolvers
Campus
Finance
Systems
ILL
Management
Serials
Library Web
Applications
Meta search
Content
providers (&
agents?):
•Statistics
•Holdings
•Licenses
•Orders,
Renewals
•Help Desk
E-Resource Management
What we can expect?
Discovery and delivery tools will
become more distinct from ILS/LMS in
presentation and function
ERMs will feed just-in-time data to any
public service applications (including
discovery, link resolvers, meta search,
library web apps, VLEs and institutional
portals)
ERMs will eventually subsume (and
then, expand on) large portions of Acq
and Serials functionality and
responsibility.
E-Resource Management
Cont.,
As the notion of an ILS morphs,
interoperability among the ERM
and othervendors’ systems
becomes essential – not just for
management, but also because
…
Library efficiency measures and
statistics will assume a
streamlined management
process (whethertrue ornot),
and interoperability with other
E-Resource Management
Increased demand on content
providers from ERMs and
libraries forrapid
implementation of SUSHI,
License Expression transmission,
etc.
Increased transparency from
content providers on pricing
(esp. titles within packages) for
meaningful cost-per-use
numbers
Cont.,
E-Resource Management
Top 7 Standards Wish List
1. License exchange format
http://www.editeur.org/onix_licensing.html
-Will make it easierto tell users what they can(‘t) do
-Will ensure compliance – linked to link resolvers,
proxy servers and so on…
-Will make foreasiercomparisons
-Will reduce ambiguity- and paperwork!
There may be a role forintermediaries here?
E-Resource Management
2. SUSHI
http://www.niso.org/committees/SUSHI/SUSHI_comm.ht
- Will enable evidence-based librarianship
3. ACQUISITIONS – a set of standard structures that
would encapsulate elements relevant to an
acquisitions transaction:
Orderrecord
Invoice record
Vendorinformation (selected)
X.12 and current EDIdoesn’t do the job
-
E-Resource Management
4. A unique collection identifierforaggregations and
databases: like an ISBN pere-package
5. A sub-library level unique library identifier–
something like the SAN but international in
scope. ISO 15511 (ISIL) doesn’t do it …
6. Standard forvendors to communicate real-time
availability (that is, advise when you’re down
and when you’re back up)
7. Standard forcommunicating IPaddress changes to
content providers
E-Resource Management
E-products have changed the priorities for
standards in data interchange
Previous models forautomated library
management are changing, largely because
of e-products.
The ERMwill is the nexus/crossroad/bridge
between libraries and the e-product world
The ERMwill ultimately supplant the ILS for
many (perhaps even most) back-room
functions
In conclusion
E-Resource Management
Robert Bley
robert.bley@exlibris.co.uk
Thank You!

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Electronic Resource Management

  • 1. E-REsouRcE ManagEMEnt by, paul Raj, s. II MlIs bIshop hEbER collEgE tRIchy.
  • 2. E-Resource Management an E-REsouRcEs ManagEMEnt systEM thE vIsIon(scopE) “ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with theirbusiness and license terms” - Ivy Anderson, Robin Wendler (Harvard University Library) &
  • 3. E-Resource Management ERM: a staff tool dEals wIth… (nEEd) Relationships Interfaces, Packages, and theirconstituent parts Knowing which resources share the same interface, license terms, business terms … Information License permissions and constraints UserIDs, passwords, administrative info Contacts forsupport and troubleshooting Cancellation restrictions, price caps, etc. Workflows Trials Renewals/cancellations Implementing access Notifying relevant staff …according to the DLFERMI“standard”
  • 4. E-Resource Management basIc ERM data ElEMEnts Element Includes data points such as…. Descriptive Title fields, holdings, publisher, ISSN, interface, package… Licensing Authorized users, ILLrights, archiving rights… Financial Price, price cap, relationship to print… Administrative and Support Administrative password, vendorcontact information… Access Authorization method
  • 5. E-Resource Management The boTTom line: ERMis about more than statistics and licenses ERMs are (orwill become) the library’s corporate memory forall factors related to electronic resources at all levels In filling that role, ERMs become central to all process and all services within the library Interoperability with ERMs is vital forall players in the information chain – including publishers
  • 6. E-Resource Management Manage lifecycle events fore-products Financial management and audit-ability Tool to centrally store and maintain contracts, licenses, otherraw documents Rationalize ERprocessing and related procedures Search, retrieve, report across management attributes Harvest, calculate, apply userand financial statistics Support consistent workflows to support data quality Ensure compliance with license terms! Why eRm?
  • 7. E-Resource Management The funcTions Legacy systems Serials Homegrown ERM Licensing ILL OPAC Spreadsheets &paper records ERM’s role Process management Link Server interaction ILL/resource sharing Business transaction Financial system interoperability Permission authority Central and integrated
  • 8. E-Resource Management ERMs today touch many different areas Authentication Acquisitions OPACs Link resolvers Campus Finance Systems ILL Management Serials Library Web Applications Meta search Content providers (& agents?): •Statistics •Holdings •Licenses •Orders, Renewals •Help Desk
  • 9. E-Resource Management What we can expect? Discovery and delivery tools will become more distinct from ILS/LMS in presentation and function ERMs will feed just-in-time data to any public service applications (including discovery, link resolvers, meta search, library web apps, VLEs and institutional portals) ERMs will eventually subsume (and then, expand on) large portions of Acq and Serials functionality and responsibility.
  • 10. E-Resource Management Cont., As the notion of an ILS morphs, interoperability among the ERM and othervendors’ systems becomes essential – not just for management, but also because … Library efficiency measures and statistics will assume a streamlined management process (whethertrue ornot), and interoperability with other
  • 11. E-Resource Management Increased demand on content providers from ERMs and libraries forrapid implementation of SUSHI, License Expression transmission, etc. Increased transparency from content providers on pricing (esp. titles within packages) for meaningful cost-per-use numbers Cont.,
  • 12. E-Resource Management Top 7 Standards Wish List 1. License exchange format http://www.editeur.org/onix_licensing.html -Will make it easierto tell users what they can(‘t) do -Will ensure compliance – linked to link resolvers, proxy servers and so on… -Will make foreasiercomparisons -Will reduce ambiguity- and paperwork! There may be a role forintermediaries here?
  • 13. E-Resource Management 2. SUSHI http://www.niso.org/committees/SUSHI/SUSHI_comm.ht - Will enable evidence-based librarianship 3. ACQUISITIONS – a set of standard structures that would encapsulate elements relevant to an acquisitions transaction: Orderrecord Invoice record Vendorinformation (selected) X.12 and current EDIdoesn’t do the job -
  • 14. E-Resource Management 4. A unique collection identifierforaggregations and databases: like an ISBN pere-package 5. A sub-library level unique library identifier– something like the SAN but international in scope. ISO 15511 (ISIL) doesn’t do it … 6. Standard forvendors to communicate real-time availability (that is, advise when you’re down and when you’re back up) 7. Standard forcommunicating IPaddress changes to content providers
  • 15. E-Resource Management E-products have changed the priorities for standards in data interchange Previous models forautomated library management are changing, largely because of e-products. The ERMwill is the nexus/crossroad/bridge between libraries and the e-product world The ERMwill ultimately supplant the ILS for many (perhaps even most) back-room functions In conclusion