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Network and Electronic Resource Management


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Network and Electronic Resource Management

  1. 1. Network and Electronic Resource Management August 11, 2009 Dr. Estela R. Dequito
  2. 2. Network Management <ul><li>Refers to the activities, methods, procedures and tools that pertain to the operation, administration, maintenance and provisioning of networked systems. </li></ul>
  3. 3. OPERATIONS <ul><li>Operation deals with keeping the network (and the services that the network provides) up and running smoothly. It includes monitoring the network to spot problems as soon as possible, ideally before users are affected. </li></ul>
  4. 4. ADMINISTRATION <ul><li>Administration deals with keeping track of resources in the network and how they are assigned. It includes all the &quot;housekeeping&quot; that is necessary to keep the network under control. </li></ul>
  5. 5. MAINTENANCE <ul><li>Maintenance is concerned with performing repairs and upgrades - for example, when equipment must be replaced, when a router needs a patch for an operating system image, when a new switch is added to a network. Maintenance also involves corrective and preventive measures to make the managed network run &quot;better&quot;, such as adjusting device configuration parameters. </li></ul>
  6. 6. PROVISIONING <ul><li>Provisioning is concerned with configuring resources in the network to support a given service. For example, this might include setting up the network so that a new customer can receive voice service. </li></ul>
  7. 7. Ways of characterizing network management functions <ul><li>F ault </li></ul><ul><li>C onfiguration </li></ul><ul><li>A ccounting </li></ul><ul><li>P erformance </li></ul><ul><li>S ecurity </li></ul>
  8. 8. Data for network management is collected through several mechanisms: <ul><li>Agents </li></ul><ul><li>Synthetic Monitoring </li></ul><ul><li>Logs </li></ul><ul><li>Sniffers </li></ul><ul><li>Real Use Monitoring </li></ul>
  9. 9. Electronic Resource Management <ul><li>Refers to the practices and software systems used by libraries to keep track of important information about electronic information resources, especially internet-based resources such as electronic journals, databases and electronic books. </li></ul>
  10. 10. Electronic Resource Management <ul><li>The development of ERM became necessary in the early 2000s as it became clear that traditional library catalogs and integrated library systems were not designed to handle metadata for resources as mutable as many online products are. </li></ul>
  11. 11. HISTORY <ul><li>The idea of developing Electronic Resource Management systems emerged in 2001-2002, growing out of research by Tim Jewell at the University of Washington . </li></ul><ul><li>The Digital Library Federation and NISO began work in May 2002 to develop standards for ERM data. </li></ul><ul><li>These standards were published in the 2004 as Electronic Resource Management: Report of the DLF ERM Initiative . </li></ul><ul><li>Since the publication of the report, several vendors of integrated library systems have released ERM products. </li></ul>
  12. 12. Examples of ERM Products <ul><li>Commercial Products </li></ul><ul><ul><li>ERM from Innovative Interfaces, Inc. </li></ul></ul><ul><ul><li>ERMS from Sirsi Dynix , developed by Serials Solutions </li></ul></ul><ul><ul><li>Meridian from Endeavor (now owned by Ex Libris ) </li></ul></ul><ul><ul><li>Verde from Ex Libris </li></ul></ul><ul><ul><li>Verify from VTLS </li></ul></ul><ul><ul><li>EASY from Square Information Systems </li></ul></ul>
  13. 13. Examples of ERM Products <ul><li>Open-source Products </li></ul><ul><ul><li>CUFTS from Simon Fraser University </li></ul></ul><ul><ul><li>ERMes from University of Wisconsin-La Crosse </li></ul></ul><ul><ul><li>FreERMS led by Touro College </li></ul></ul><ul><ul><li>HERMES (Hopkins Electronic Resources ManagEment System) from Johns Hopkins University - no longer in active development </li></ul></ul><ul><ul><li>SMDB-Subscription Management Database from Semper Tool </li></ul></ul>
  14. 14. Features of ERM systems <ul><li>Supporting acquisition and management of licensed e-resources </li></ul><ul><li>May be integrated into other library system modules or may be a standalone system </li></ul><ul><li>May have a public interface, either separate or integrated into the OPAC </li></ul><ul><li>Providing descriptions of resources at the package (database) level and relate package contents (e.g. e-journals) to the package record </li></ul><ul><li>Encoding and perhaps publicly displaying licensed rights such as e-reserves, coursepacks, and interlibrary loan </li></ul><ul><li>Tracking electronic resources from point of order through licensing and final access </li></ul>
  15. 15. Features of ERM systems <ul><li>Providing information about the data providers, consortial arrangements, access platform </li></ul><ul><li>Providing contact information for all content providers </li></ul><ul><li>Logging problems with resources and providers </li></ul><ul><li>Providing customizable e-mail alerting systems (e.g. notices to managers when actions are expected or required) </li></ul><ul><li>Linking license documents to resource records </li></ul><ul><li>Enabling access to SUSHI usage statistics </li></ul>
  16. 16. TWO FUNDAMENTAL ASPECTS TO MANAGING ELECTRONIC RESOURCES <ul><li>Back-End Acquisitions Function </li></ul><ul><li>Front-End Content Delivery </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  17. 17. Back-End Management Tools for Library Staff <ul><li>Traditional Online Catalog Approach </li></ul><ul><ul><li>Library's ILS </li></ul></ul><ul><li>E-Journal Holdings Data Services </li></ul><ul><ul><li>Serials Solutions </li></ul></ul><ul><ul><li>TDNet </li></ul></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  18. 18. Front-End Management: Delivering Access to Users <ul><li>Links from the Online Catalog </li></ul><ul><li>E-Journal Locator Resources </li></ul><ul><li>Linking to Full Text </li></ul><ul><li>OpenURL-Based Link Resolvers </li></ul><ul><li>Federated Search </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  19. 19. OpenURL -Based Link Resolvers <ul><li>These are some of the major linking products available today: </li></ul><ul><ul><li>SFX from Ex Libris </li></ul></ul><ul><ul><li>LinkSource from EBSCO </li></ul></ul><ul><ul><li>LinkFinderPlus from Endeavor Information Systems </li></ul></ul><ul><ul><li>WebBridge from Innovative Interfaces, Inc. </li></ul></ul><ul><ul><li>Sirsi Resolver from Sirsi Corp. </li></ul></ul><ul><ul><li>Article Linker from Serials Solutions </li></ul></ul><ul><ul><li>1Cate from Openly Informatics </li></ul></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  20. 20. These are some of the major products under Federated Search : <ul><li>ENCompass from Endeavor Information Systems </li></ul><ul><li>MetaLib from Ex Libris </li></ul><ul><li>Sirsi Single Search from Sirsi </li></ul><ul><li>WebFeat Prism from WebFeat </li></ul><ul><li>MuseSearch from MuseGlobal </li></ul><ul><li>ZPORTAL from Fretwell-Downing </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  21. 21. Chaos or Convergence? <ul><li>This whirlwind tour of the various aspects of managing electronic resources shows that librarians face a complex set of challenges. </li></ul><ul><li>While a number of products have evolved for each aspect of the problem, the question is, how can they all be designed and implemented in such a way that they all work together, providing a clear and seamless interface for library users and avoiding redundant work for library staff? </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  22. 22. Chaos or Convergence? <ul><li>To date, no single product exists that provides comprehensive management of electronic resources, including both the front-end and back-end functions </li></ul><ul><li>At a minimum, all the applications that a library employs to manage its electronic resources should draw from the same knowledgebase of its electronic holdings. </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  23. 23. Chaos or Convergence? <ul><li>A library should not have to maintain the same information in multiple ways. </li></ul><ul><li>If the library catalog, linking environment, electronic resource management system, and metasearch engine cannot all share the same physical knowledgebase, then it should at least be possible to have a master copy of the data that is automatically distributed through these applications. </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  24. 24. Chaos or Convergence? <ul><li>The many facets of electronic resource management should be delivered through a set of interconnected modules that work together, sharing common data files or at least communicating with each other through open protocols. </li></ul>Marshall Breeding. August 3, 2009. Information Today, Inc.
  25. 25. References <ul><li>Marshall Breeding. The Many Facets of Managing Electronic Resources. August 3, 2009. Information Today, Inc. </li></ul><ul><li>^ &quot; DLF Electronic Resource Management Initiative &quot;. Digital Library Federation. 2004. . Retrieved on 2008-11-11. </li></ul><ul><li>^ Jewell,, Tim, et al. (2004). &quot; Electronic Resource Management: Report of the DLF ERM Initiative &quot;. Digital Library Federation. . Retrieved on 2008-11-11. </li></ul><ul><li>^ Feather, Celeste (2007-03-22). &quot;ERM Systems: What Are They and What Do They Do?&quot;., Columbus Metropolitan Library, Columbus, OH: OhioNET. </li></ul>
  26. 26. <ul><li>Thank You for Listening!!!! </li></ul>