WHERE WE’RE GOING TODAY:
•CONTEXT
•GLOBAL ASPECTS
•AUTOMATED FEATURES E-RESOURCE
MGT FEATURES
•STREAMLINE PROCESSES
•PROS/...
UNIVERSITY OF NEBRASKA OMAHA
• Metropolitan University
• 15,000+ Students
• Criss & UNO-Kaneko Libraries
• 1.2M vols.
MIGRATION
• OLD SYSTEM: III MILLENNIUM/ENCORE
• NEW SYSTEM: OCLC WMS
• AUGUST 2012
• LIVE MARCH 1, 2013
• 1M+ E-RESOURCE T...
TRADITIONAL ERESOURCE MANAGEMENT
(ILS/ERMS/ETC)
• VENDOR (S)
• ILS
• DISCOVERY
• ERM
• LINK RESOLVER
• A-Z LIST
• REMOTE A...
GLOBAL ERESOURCE MANAGEMENT
• UNIFIED FRAMEWORK = WMS
• ILS, DISCOVERY, ERM, LINK RESOLVER, A-Z LIST
• GLOBAL FILES:
• VEN...
WMS: GLOBAL ASPECTS
• META DATA/BIB DATA
• ACQUISITIONS MANAGEMENT
• ADMINISTRATIVE MANAGEMENT
• LICENSE MANAGEMENT
META DATA / BIB DATA
ACQUISITIONS MANAGEMENT Global Vendor Records
ADMINISTRATIVE MANAGEMENT Local Info
GLOBAL LICENSE MGT
• Derive local licenses from global templates
• License info viewable by staff
• Eventually will be abl...
General ProQuest
Electronic Product
License Agreement
Search to see if a license template exists
AUTOMATIC COVERAGE DATA
WHERE TO BEGIN?
• PubGet WorldCat KB Holding
Program ( http://pubget.com/ )
• e-resource holdings ...
PubGet Librarian
Interface
Local collection maintenance history
Public view of
PubGet updated
resource in WCL
AUTO UPDATES
• OCLC: COLLECTION DATA
• PUBGET: HOLDINGS/COVERAGE
• EBL: PURCHASED TITLES
• EBL: DDA TITLES
STREAMLINE PROCESSES
UNIFIED PLATFORM
• ILS
• DISCOVERY
• KB / LM/ ERM
• LINK RESOLVER
• A-Z LIST
ADVANTAGES OF ERESOURCE MGT IN WMS
• UNIFIED SERVICE PLATFORM
• ACQUISITIONS/ADMINISTRATION/LISCENSEMGT ALL-IN-ONE
• SELEC...
PREPARING 4 GLOBAL E-RESOURCE MGT
• GLOBAL DATA : DATA EVERYONE CAN SEE
• WHAT LOCAL DATA DO YOU NEED?
• WHO NEEDS ACCESS ...
WISH-LIST FOR THE FUTURE
• “CENTRALIZED” ACCESS TO ERESOURCE DATA ELEMENTS WITHIN PLATFORM
• LICENSE RECORD SEPARATE TAB
•...
CONTACT US @
RENE ERLANDSON
RERLANDSON@UNOMAHA.EDU
JEFF KUSKIE
JKUSKIE@UNOMAHA.EDU
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud
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To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud

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Staff in libraries around the world locally track serials and e-resources in an effort to provide users with access to information. What is subscribed to; which titles are available through which publishers/aggregators; and dates local users have access to. Libraries invest considerable resources maintaining bibliographic, license and coverage information. Have you ever wondered if it is feasible to share bibliographic records and license records with other libraries? What if publishers and vendors updated title lists and coverage details?

In 2012, the University of Nebraska Omaha decided to implement a cloud-based discovery platform that manages collection materials in a global environment—WorldShare Management System (WMS) & WorldCat Local (WCL). There is no longer a “local” catalog, only local access to global records. Attend this session to learn how UNO transitioned from a traditional ERMs to global e-resource management. Find out what it means to have real-time metadata updates, coverage data and title lists updated by publishers/vendors and how to reap the benefits of global license record templates. This session will also discuss the lessons learned and best practices for preparing library staff for this radical shift in e-resource management as we boldly go where few have gone before.

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  • Context = who we are and how we got here
  • 1,371,985 UNO titles in the KB (313 collections)414,820 EBL DDA540 EBL purchased titles9248 Safari Tech books53 IGI ebooksNon-Ebooks within the KB = 947,324
  • Every library added every aspect of the data reflected in the ERM.Not all ILSs / ERMs included every component of eResource management (like a link resolver, A-Z list, Remote access authentication software) @ UNO we used III for ILS/Discovery/ERM, Serials Solutions for Link Resolver & A-Z list and EZProxy as our remote access authentication software
  • Other KBs : ExLibris Alma and Serial Solutions SummonsResource Metadata: Record lives in WC, LINK lives in KB
  • Once you are done with migration, you begin eresource management directly within WMS
  • So, we processed the updated general electronic product license agreement March of this year.Specific e-resource subscription agreements added as addendums under umbrella Terms & Conditions
  • Have the option to create/derive a license from here, or open the template to see what terms of use and collections it is associated with…
  • Note the general info like title/vendor is suppliedThere are also 4 collections associated with this template (you may use those, delete or add as desired)There are also already 3 terms of use defined.To look at any of these areas simply click on the corresponding arrow
  • If you are migrating to WMS from another platform, you begin the e-resource management process with PubGet, because e-resource records, like order record information, can not be migrated from a legacy system to WMS/KB.What is PubGet?PubGet is an e-resource holdings tool ,which means you :Select Platforms, Load CredentialsAnd PubGet goes out to publisher’s site downloads “holdings” data and then selects collections within WC/KB based on that data.PubGet turns-on access for you, sets coverage and then maintains coverage over time.This takes the burden of holdings maintenance off library staff and frees-up staff to work on other things.No eBooks No Streaming Media
  • Selection, Order, Receipt, Access can all be done in one place
  • Next 3 slides grabbed from:https://www.youtube.com/watch?v=ZCl8tcLS_sk&utm_source=WhatCountsEmail&utm_medium=OCLC%20Abstracts&utm_campaign=OCLC%20Abstracts&_wcsid=9AE4C8839210E913FF9EB425F343C90975FFBCF4370E27665BE9A71639157578Member libraries can approve/deny changes to collections. If a change is denied, OCLC will work with the vendor to resolve the issue that caused the membership to deny the change.
  • Members will be able to make changes to existing KB records
  • Member libraries will be able to add new records and collections to the KB as well as delete records and collections.
  • Global data : data Everyone can seeJust like with bib recs in OCLC, global aspects of records within this system are viewable to EVERYONE. So make SURE the info you are editing within a global field, actually applies to everyone.What local data needs to be added to the customizable global records?Who needs access to that data?Anyone who needs access to the local data will need permissions to access those areas of WMS.KB or Bib? KB = full-text databases (collated individual titles)Bib = non-full text (database/websites like ArtStor, Birds of North America)ESPECIALLY for PUBLIC SERVICE STAFF: Begin to educate Library staff/faculty to accept automated coverage/bib data info!!!
  • To Boldly Go Where Few Have Gone Before: Global eResource Management in the Cloud

    1. 1. WHERE WE’RE GOING TODAY: •CONTEXT •GLOBAL ASPECTS •AUTOMATED FEATURES E-RESOURCE MGT FEATURES •STREAMLINE PROCESSES •PROS/CONS
    2. 2. UNIVERSITY OF NEBRASKA OMAHA • Metropolitan University • 15,000+ Students • Criss & UNO-Kaneko Libraries • 1.2M vols.
    3. 3. MIGRATION • OLD SYSTEM: III MILLENNIUM/ENCORE • NEW SYSTEM: OCLC WMS • AUGUST 2012 • LIVE MARCH 1, 2013 • 1M+ E-RESOURCE TITLES • 100 LICENSE AGREEMENTS
    4. 4. TRADITIONAL ERESOURCE MANAGEMENT (ILS/ERMS/ETC) • VENDOR (S) • ILS • DISCOVERY • ERM • LINK RESOLVER • A-Z LIST • REMOTE ACCESS AUTHENTICATION • LOCALLY CREATED & MAINTAINED RECORDS • MAY OR MAY NOT HAVE A BIB RECORD • ERESOURCE RECORD • ORDER INFO, BIB DATA, ACCESS INFO, ADMINISTRATIVE INFO, CHANGE INFO, COVERAGE DATA, STATS, CONTACT INFO, LICENSE INFO.
    5. 5. GLOBAL ERESOURCE MANAGEMENT • UNIFIED FRAMEWORK = WMS • ILS, DISCOVERY, ERM, LINK RESOLVER, A-Z LIST • GLOBAL FILES: • VENDOR/CONTACT INFO, • RESOURCE METADATA • LICENSE INFO • AUTOMATED METADATA & COVERAGE UPDATES • COOPERATIVE DATA MANAGEMENT CAPABILITIES
    6. 6. WMS: GLOBAL ASPECTS • META DATA/BIB DATA • ACQUISITIONS MANAGEMENT • ADMINISTRATIVE MANAGEMENT • LICENSE MANAGEMENT
    7. 7. META DATA / BIB DATA
    8. 8. ACQUISITIONS MANAGEMENT Global Vendor Records
    9. 9. ADMINISTRATIVE MANAGEMENT Local Info
    10. 10. GLOBAL LICENSE MGT • Derive local licenses from global templates • License info viewable by staff • Eventually will be able to make elements of license data viewable publicly, if desired
    11. 11. General ProQuest Electronic Product License Agreement
    12. 12. Search to see if a license template exists
    13. 13. AUTOMATIC COVERAGE DATA WHERE TO BEGIN? • PubGet WorldCat KB Holding Program ( http://pubget.com/ ) • e-resource holdings tool • How can it help you?
    14. 14. PubGet Librarian Interface
    15. 15. Local collection maintenance history
    16. 16. Public view of PubGet updated resource in WCL
    17. 17. AUTO UPDATES • OCLC: COLLECTION DATA • PUBGET: HOLDINGS/COVERAGE • EBL: PURCHASED TITLES • EBL: DDA TITLES
    18. 18. STREAMLINE PROCESSES
    19. 19. UNIFIED PLATFORM • ILS • DISCOVERY • KB / LM/ ERM • LINK RESOLVER • A-Z LIST
    20. 20. ADVANTAGES OF ERESOURCE MGT IN WMS • UNIFIED SERVICE PLATFORM • ACQUISITIONS/ADMINISTRATION/LISCENSEMGT ALL-IN-ONE • SELECT/ACTIVATE DISCOVERY ACCESS IMMEDIATELY • NO MORE MANUAL COVERAGE & MARC RECORD LOADS • COMMUNITY PARTICIPATION IN DATA QUALITY ASSURANCE & MAINTENANCE
    21. 21. PREPARING 4 GLOBAL E-RESOURCE MGT • GLOBAL DATA : DATA EVERYONE CAN SEE • WHAT LOCAL DATA DO YOU NEED? • WHO NEEDS ACCESS TO THAT DATA? • GATHER ALL CREDENTIALS TO SUPPLY TO PUBGET • BEGIN TO EDUCATE LIBRARY STAFF/FACULTY TO ACCEPT AUTOMATED COVERAGE/BIB DATA INFO
    22. 22. WISH-LIST FOR THE FUTURE • “CENTRALIZED” ACCESS TO ERESOURCE DATA ELEMENTS WITHIN PLATFORM • LICENSE RECORD SEPARATE TAB • ORDER INFO SEPARATE TAB • MORE RELATIONSHIPS WITH VENDORS LIKE EBL & PUBGET • EVEN LESS MANUAL MAINTENANCE • USAGE STATS DASHBOARD • ABILITY TO LINK USAGE DATA TO COST DATA ELEMENT
    23. 23. CONTACT US @ RENE ERLANDSON RERLANDSON@UNOMAHA.EDU JEFF KUSKIE JKUSKIE@UNOMAHA.EDU

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