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  1. 1. Electronic Resource Management ELAG 2005 Workshop 6
  2. 2. Who are we? Where are we?
  3. 3. Who are we? <ul><li>C.-A. Borgeaud CH </li></ul><ul><li>M. Carden UK </li></ul><ul><li>K. Clara CH </li></ul><ul><li>R. Davies BE </li></ul><ul><li>N. Dužević SI </li></ul><ul><li>D. Höppner DE </li></ul><ul><li>G. Karetka CH </li></ul><ul><li>R. Koopman NL </li></ul><ul><li>P. Landry CH </li></ul><ul><li>L. Lindström SE </li></ul><ul><li>M. J. Lloret Alcaiz CH </li></ul><ul><li>M. Micheloud CH </li></ul><ul><li>A. Scolari IT </li></ul><ul><li>B. Signori CH </li></ul><ul><li>C. Sironi </li></ul><ul><li>F. Zanardini CH </li></ul>
  4. 4. Where are we? <ul><li>Nearly one-third of the libraries represented spend more than 60% of their acquisitions budget on e-resources </li></ul><ul><li>Half the libraries got more than 50% of their e-resources through a consortium </li></ul><ul><li>One quarter of libraries expect to implement ERM within 3 years </li></ul>
  5. 5. Workshop programme <ul><li>Why Electronic Resource Management? </li></ul><ul><li>Selection and acquisition </li></ul><ul><li>Licensing and access management </li></ul><ul><li>Resource discovery and use </li></ul><ul><li>Integrating with library systems and structures </li></ul>
  6. 6. Selection and acquisition
  7. 7. Selection and acquisition <ul><ul><li>Identify </li></ul></ul><ul><ul><li>Trial </li></ul></ul><ul><ul><li>Negotiate </li></ul></ul><ul><ul><li>Approve </li></ul></ul><ul><ul><li>Fund accounting </li></ul></ul><ul><ul><li>Purchase / receive </li></ul></ul><ul><ul><li>Renew </li></ul></ul><ul><ul><li>Maintain </li></ul></ul><ul><ul><li>Preserve </li></ul></ul>
  8. 8. Selection and acquisition <ul><li>Most important benefits </li></ul><ul><ul><li>Identifying the right materials </li></ul></ul><ul><ul><li>Saving time and money by sharing and communicating information (workflow) concerning trials, terms and conditions, renewal, usage statistics </li></ul></ul><ul><ul><li>Keeping holdings information up-to-date </li></ul></ul><ul><ul><li>Ensuring that electronic resources are available </li></ul></ul>
  9. 9. Licensing and access
  10. 10. Licensing and access <ul><li>Type of user </li></ul><ul><li>Number of users </li></ul><ul><li>Type of use </li></ul><ul><ul><li>Course packs, ILL, printing, electronic storage, reserve room </li></ul></ul><ul><li>Type of material </li></ul><ul><ul><li>Including legal deposit </li></ul></ul><ul><li>Format </li></ul><ul><li>Duration </li></ul>
  11. 11. Licensing and access <ul><li>Inform staff about full terms and conditions (scanned document and/or simplified text) </li></ul><ul><li>Enforce access for what can be easily enforced (e.g. block databases where the user does not have access) and inform where easily informed, but... </li></ul><ul><li>Pass over the rest in silence (e.g. distributing copies over Internet) </li></ul>
  12. 12. Resource discovery and use
  13. 13. Resource discovery and use <ul><li>Search </li></ul><ul><ul><li>Catalogue </li></ul></ul><ul><ul><ul><li>Everything the library “has” or everything to which the library has access? </li></ul></ul></ul><ul><ul><li>External databases </li></ul></ul><ul><ul><li>Library portal </li></ul></ul><ul><ul><ul><li>Discovery and search services </li></ul></ul></ul><ul><ul><li>Digital asset management system </li></ul></ul><ul><ul><li>Internet search engines </li></ul></ul>
  14. 14. Resource discovery and use <ul><li>Link resolver </li></ul><ul><li>Browse </li></ul><ul><ul><li>A-Z lists </li></ul></ul><ul><ul><li>Subject-oriented lists </li></ul></ul><ul><ul><li>Produced from </li></ul></ul><ul><ul><ul><li>Library catalogue </li></ul></ul></ul><ul><ul><ul><li>ERM knowledge base </li></ul></ul></ul><ul><ul><ul><li>Additional separate database, e.g. supplied by third party </li></ul></ul></ul>
  15. 15. Integration of ERM with other library systems
  16. 16. Integration <ul><li>Integrated library system, including catalogue and acquisitions modules </li></ul><ul><li>Library portal </li></ul><ul><li>Digital asset management system </li></ul><ul><li>Link resolver </li></ul><ul><li>Proxy server </li></ul><ul><li>Learning content management system </li></ul><ul><li>Consortial systems vs. local systems </li></ul>
  17. 17. Integration <ul><li>Useful to have a simple, clear graphic representation of how ERM integrates with other library system </li></ul>
  18. 18. ERM
  19. 19. Last words <ul><li>It’s a big problem … </li></ul><ul><li>… that may require a big solution </li></ul><ul><ul><ul><li>Re-thinking or re-working library systems </li></ul></ul></ul><ul><ul><ul><li>Favour action on consortial level </li></ul></ul></ul><ul><li>Factors on which ERM solutions should be judged include: </li></ul><ul><ul><ul><li>integration </li></ul></ul></ul><ul><ul><ul><li>interfaces </li></ul></ul></ul><ul><ul><ul><li>architecture </li></ul></ul></ul><ul><ul><ul><li>knowledge base </li></ul></ul></ul>
  20. 20. <ul><li>1. You are granted a nonexclusive, nontransferable, limited license to access and use for research purposes the output of the ELAG 2005 Electronic Resource Management Workshop (hereafter known as &quot;the Workshop Materials&quot;) made available to you. This license includes: </li></ul><ul><li>(a) The right to electronically display this material which is limited to no more than one person at a time; </li></ul><ul><li>(b) The right to obtain a printout of the Workshop Materials via printing commands and to create a single printout of materials downloaded; </li></ul><ul><li>(c) The right to retrieve via downloading and store in machine-readable form for no more than 90 days, primarily for one person's exclusive use, a single copy of insubstantial portions of those Workshop Materials. </li></ul><ul><li>2. To the extent permitted by applicable copyright law and not further limited or prohibited by the supplemental terms, you may make copies of printouts and distribute printouts and copies. </li></ul><ul><li>3. Except as specifically provided in Section 1, you are prohibited from downloading, storing, reproducing, transmitting, displaying, copying, distributing, or using Workshop Materials. </li></ul><ul><li>4. All right, title, and interest (including all copyrights and other intellectual property rights) in the Workshop Materials (in both print and machine-readable forms) belong to Rob Koopman. You acquire no proprietary interest in the Workshop Materials, or copies thereof. </li></ul><ul><li>5. Except as specifically provided herein, you may not use the Workshop Materials in any fashion that infringes the copyrights or proprietary interests therein. </li></ul><ul><li>6. You may not remove or obscure the copyright notice or other notices contained in the Workshop Materials. </li></ul><ul><li>7. Other provisions that govern your use of the Workshop Materials are set forth in your applicable price schedule, the supplemental terms, online descriptions of files, online notices following file selection, and individual documents, all of which are incorporated by reference into these General Terms and Conditions. </li></ul><ul><li>8. Only individuals authorized by the subscribing organization may access and use the Workshop Materials. </li></ul><ul><li>9. Materials and features may be added to or withdrawn or otherwise changed without notice. </li></ul>