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.

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ERM and Evergreen

  1. 1. ERMS + Evergreen ILS George Duimovich NRCan Library Ottawa,Canada Overview and discussion - getting started Evergreen 2009 Conference
  2. 2. Quick Announcement <ul><li>We are now live: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Phase I migration – April 1 st , 2009 </li></ul><ul><li>Phase II migration – late summer 2009 </li></ul><ul><li>Thank-you Equinox Software Inc., Lyrasis + community </li></ul>
  3. 4. Goals <ul><li>Overview Electronic Resource Management Systems </li></ul><ul><ul><li>Narrow focus : licensed content </li></ul></ul><ul><li>Some key features & issues </li></ul><ul><li>Discussion and moving forward </li></ul>
  4. 5. The Service Challenge: on your desktop anywhere, anytime <ul><ul><li>E-journals - Full-text </li></ul></ul><ul><ul><li>E-books </li></ul></ul><ul><ul><li>Databases </li></ul></ul><ul><ul><li>Specialized alert services </li></ul></ul><ul><ul><li>Bibliographic and citation services </li></ul></ul><ul><ul><li>Researcher support </li></ul></ul><ul><ul><li>All integrated and all connected too! (ha, ha!!) </li></ul></ul>
  5. 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. “
  6. 7. <ul><li>Print title listings – hundreds of thousands </li></ul><ul><li>75,000 + publishers </li></ul><ul><li>E-Journals and packages – 25,000+ </li></ul><ul><li>250+ full-text and bibliographic databases </li></ul><ul><li>E-Books – 60 + collections </li></ul><ul><li>And this is the tip of the iceberg! </li></ul><ul><li>Complex topic: concentration in publishing industry; information control, etc. </li></ul>Source + Supply – licensed content
  7. 8. The context - ERM <ul><ul><li>Licensed content – huge in academic, special and government libraries </li></ul></ul><ul><ul><li>But growing in public libraries too </li></ul></ul><ul><ul><ul><li>E-books, audiobooks, e-journals, etc. </li></ul></ul></ul><ul><ul><li>New Evergreen adopters will be looking for community discussion and integration options for managing licensed content </li></ul></ul>
  8. 9. Scope of investment <ul><li>Sample Academic Library – 70%+ of collection budget on serials and other continuing resources </li></ul><ul><ul><li>Costs driving shift towards digital only </li></ul></ul><ul><li>Try this: </li></ul><ul><ul><li>convert your subscription databases and e-journals budget into staff FTEs to get a new perspective on how big the investment is </li></ul></ul><ul><li>Implications: management, evaluation, and monitoring, budgets, affordable access, staff time, etc. </li></ul>
  9. 10. ERMS – side note <ul><ul><li>Electronic resources management vs. “licensed content” resources management </li></ul></ul>
  10. 11. ERM <ul><ul><li>Massive moves from print to digital </li></ul></ul><ul><ul><li>Workload & workflow changes </li></ul></ul><ul><ul><li>New technologies </li></ul></ul><ul><ul><ul><li>Maintenance & support </li></ul></ul></ul><ul><ul><li>Budget decisions – evaluation and reporting </li></ul></ul><ul><ul><li>ERM solutions – from paper, spreadsheets and other ad-hoc systems to in-house or full blown ERMS </li></ul></ul>
  11. 12. ERM players / partners <ul><ul><li>Publishers </li></ul></ul><ul><ul><li>Subscription agencies </li></ul></ul><ul><ul><li>Vendors </li></ul></ul><ul><ul><li>Consortia & other library networks / associations </li></ul></ul>
  12. 13. Full ERM Systems – what’s tracked <ul><li>Manage key details about your e-resources </li></ul><ul><li>Access terms </li></ul><ul><li>License details </li></ul><ul><li>Trial information </li></ul><ul><li>Supplier contacts </li></ul><ul><li>Statistics and reports (collection analysis, etc.) </li></ul><ul><li>Resource ‘lifecycle’ management, workflow </li></ul><ul><li>Incident logs & other notes, etc. </li></ul>
  13. 14. ERMdb – early home grown system. BCL has since moved to Verde / SFX
  14. 15. A few key terms <ul><li>OpenURL </li></ul><ul><ul><li>NISO standard for bringing together information resources and services – common linking syntax </li></ul></ul><ul><li>Link Resolver </li></ul><ul><ul><li>Gives users access to various actionable services (link to full-text, ILL) based upon resource metatdata encoded in an OpenURL </li></ul></ul><ul><li>Knowledge Base </li></ul><ul><ul><li>data supplied by content providers, publishers, subscription agents, libraries, etc. </li></ul></ul>
  15. 16. OpenURL <ul><li>Looks like no big deal, but very powerful in its simplicity and item level communication capabilities (simple example). </li></ul><ul><li> </li></ul>
  16. 17. Link resolver <ul><li>Example target configuration: </li></ul>
  17. 18. Link resolver.. <ul><li>Searching a non-library source but get library services </li></ul>
  18. 19. Customize your services
  19. 20. Served up with this OpenURL <ul><li>,+southeastern+Ontario,+Canada&id=doi:10.1130/0091-7613(2002)030<0391:FSOLAT>2.0.CO%3B2 </li></ul>
  20. 21. Knowledge base - the time saver <ul><li>Pre-populated lists of subscription, coverage data, publisher and bibliographic metadata, etc. </li></ul><ul><li>Think “point and click” lists that are enabled by vendor service </li></ul><ul><li>The big “value added” piece that draws libraries to ERMS products/services </li></ul>
  21. 22. Knowledge base example simplified Shows up in A to Z listing Package / title selection
  22. 23. Sample ERMS providers <ul><li>Ex Libris Verde/SFX </li></ul><ul><li>III ERM </li></ul><ul><li>Serials Solutions 360 services </li></ul><ul><li>Gold Rush (CARL) </li></ul><ul><li>EBSCO ERM Essentials </li></ul><ul><li>CUFTS (open source) </li></ul><ul><ul><li> </li></ul></ul><ul><li>E-Matrix (open source) </li></ul><ul><ul><li> </li></ul></ul>
  23. 24. Quick look at ERMS public display <ul><li>III Encore with III ERM </li></ul><ul><ul><li>Resource record vs bib record display (and links back and forth) </li></ul></ul><ul><ul><li> </li></ul></ul><ul><ul><ul><li>Try search on ‘nature’ </li></ul></ul></ul><ul><ul><li> </li></ul></ul><ul><ul><ul><li>Try search on ‘project muse’ </li></ul></ul></ul>
  24. 25. The ERMS resource record
  25. 26. Advisory note added to the resource record. Shows up in all attached bibs.
  26. 27. Sample KB update
  27. 28. Some custom / home grown ERMS <ul><li>Updates on some of those widely cited: </li></ul><ul><li>Vera - MIT </li></ul><ul><ul><li>Now a hybrid (home grown piece in backend remains with MetaLib X-Server & SFX on frontend) </li></ul></ul><ul><li>ERTS – Tri-College Consortium </li></ul><ul><ul><li>Now moved to Verde (using Millennium as ILS) </li></ul></ul><ul><li>Hermes – Johns Hopkins Libraries </li></ul><ul><ul><li>Replaced now with Metalib and the open source Xerxes project </li></ul></ul>
  28. 29. CUFTS – Open Source ERM <ul><li>ERM services </li></ul><ul><li>Integrated A-Z database </li></ul><ul><li>MARC support </li></ul><ul><li>GODOT: Open Source Link Resolving </li></ul><ul><li>Open Knowledgebase ** </li></ul><ul><li>Integration with Open Access and free journals content (6000+ titles) </li></ul><ul><li>Excellent documentation </li></ul><ul><ul><li>Manuals, screencasts, ‘cookbooks’ </li></ul></ul>
  29. 30. CUFTS – Open Source ERM <ul><li>Support </li></ul><ul><ul><li>community resources </li></ul></ul><ul><ul><li>paid support options (very reasonable!) </li></ul></ul><ul><ul><li>hosted option available </li></ul></ul><ul><li>Over 40 partners in academic libraries </li></ul><ul><ul><li>Academic site – UPEI Evergreen ILS + CUFTS </li></ul></ul><ul><ul><ul><li>http:// /journals </li></ul></ul></ul><ul><li>Development Roadmap </li></ul><ul><ul><li> </li></ul></ul>
  30. 33. Sample staff admin interface screenshot
  31. 34. E-Matrix (NCSU) – Open Source ERM <ul><li>DLF ERMI informed data model </li></ul><ul><li>Manages both electronic and print </li></ul><ul><li>NCSU track record – innovative technology work in “de-coupling” the ILS (Endeca, etc.) </li></ul><ul><li>pre-release documentation package available: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Some kind of formal announcement expected soon </li></ul>
  32. 36. ERM Systems – some challenges <ul><li>ERMS – why the weak market uptake? </li></ul><ul><li>Vendor knowledge base - challenges </li></ul><ul><li>Integration challenges </li></ul><ul><ul><li>ILS + ERMS = 2 silos ? </li></ul></ul><ul><li>Vendor / developer challenges </li></ul><ul><ul><li>Standards </li></ul></ul><ul><ul><ul><li>resource issues and dev priorities; competitive conflicts? </li></ul></ul></ul><ul><ul><ul><li>“Resource record” – no standard? </li></ul></ul></ul>
  33. 37. Sample standards issue <ul><li>ONIX SPS – for “price lists” </li></ul><ul><ul><li>No title level costs </li></ul></ul><ul><li>ONIX SOH – useful for holdings information </li></ul><ul><ul><li>But no cost data or license terms </li></ul></ul><ul><li>ONIX PL – provides for expression of publisher’s license terms </li></ul><ul><ul><li>But just what is being licensed? </li></ul></ul><ul><li>Result: challenging environment for everybody. </li></ul>
  34. 38. DLF E-Resources Management Initiative <ul><li>ERMI I: main consideration - management of electronic journals </li></ul><ul><li>ERMI II: license mapping; data standards, statistics (SUSHI & Counter), etc. </li></ul><ul><ul><li>Work is available under Creative Commons Attribution License </li></ul></ul><ul><ul><li>Data dictionary, functional requirements, etc.inspires most ERM products </li></ul></ul><ul><li>Key report: </li></ul><ul><li>ERM III ?  NISO – focus on standards space </li></ul>
  35. 39. Some initiatives follow <ul><li>DLF ERMI (1,2 and now maybe ERMI 3) </li></ul><ul><ul><li>Also ILS-DI </li></ul></ul><ul><li>NISO standards & EDItEUR </li></ul><ul><li>UKSG – KBART </li></ul><ul><ul><li>Knowledge Bases And Related Tools WG </li></ul></ul>
  36. 40. Some initiatives follow <ul><li>Ex Libris URM strategy (why?) </li></ul><ul><li>Serials Solutions Summons (why?) </li></ul><ul><li>Ebsco’s ERM Essentials (why?) </li></ul><ul><li>Open source ERMS (of course!): </li></ul><ul><ul><li>CUFTS and E-Matrix </li></ul></ul>
  37. 41. And don’t forget… <ul><li>Many other players working on the “big picture” of digital resources </li></ul>
  38. 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?
  39. 43. Evergreen ILS + ERM future <ul><li>Evergreen ILS is well positioned to respond to diverse ERM requirements </li></ul><ul><li>First wave of academic libraries set to move ERM forward (and others in the pipe) </li></ul><ul><li>Evergreen advantages: </li></ul><ul><ul><li>Industry leading support for network savvy protocols and standards </li></ul></ul><ul><ul><li>Excellent connectivity and support for “wiring in” other systems </li></ul></ul>
  40. 44. Evergreen ILS + ERM future <ul><li>Acquisitions, Serials and OPAC can grow organically with ERM functionality without concern for “competing revenue stream” </li></ul><ul><ul><li>e.g. version 1.6 – org-based 856 display </li></ul></ul><ul><li>Evergreen’s system architecture is open for business to play with full-blown open source as well as proprietary ERM systems </li></ul>
  41. 45. Evergreen ILS + ERM future <ul><li>ERMS space is messy and poses some serious challenges, but… </li></ul><ul><li>For Evergreen ILS adopters: </li></ul><ul><li>“ The ILS goes from being the library's least agile system to the most flexible” (Art Rhyno) </li></ul>
  42. 46. Discussion…