![Page 1: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/1.jpg)
Survey FindingsLibrarians point of view
Study of license terms for ERM
ER&L Conference 2010
-Jeannie Downey CastroUniversity of Houston Libraries
![Page 2: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/2.jpg)
Methodology
• Qualitative Survey sent to selected respondents with at least one year of experience in the field
• Extensive research of publications, papers and interviews with colleagues to determine trends and common practices in ERMS
![Page 3: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/3.jpg)
RESPONDENTS PROFILE
http://www.freephotosbank.com/14html
![Page 4: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/4.jpg)
What is your position title?
![Page 5: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/5.jpg)
How many years experience do you have?
9.41 years Average
![Page 6: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/6.jpg)
Which ERMS does your library use?
![Page 7: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/7.jpg)
SOFTWARE & SATISFACTION LEVELS
http://www.freephotosbank.com/72.html
![Page 8: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/8.jpg)
Is your ERM part of a consortium? If yes, which one?
OCUL is a consortium of twenty-one university libraries in the province of Ontario. The member libraries cooperate to enhance information services through resource sharing, collective purchasing, document delivery and many other similar activities.
![Page 9: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/9.jpg)
I am satisfied with the way my electronic resource licenses are currently managed in the ERM.
![Page 10: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/10.jpg)
I am satisfied with the level of training I receive from my ERM.
![Page 11: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/11.jpg)
I am satisfied with the availability of online help offered by my ERM.
![Page 12: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/12.jpg)
The license agreement display in the ERM is clear, comprehensive, and is able to meet the needs of
my library.
![Page 13: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/13.jpg)
NEEDS, CHALLENGES & ORGANIZATIONAL ISSUES
![Page 14: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/14.jpg)
License agreements need to include information from the below areas. The most important are:1. ILL (both electronic and digital)
2. Perpetual access to purchased information
1
3. Insure authorized users including simultaneous users are allowed to use an electronic resource at a public terminal
![Page 15: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/15.jpg)
Which department in your library manages the licensing of electronic resources?
Other:
•Combined Acquisitions & Serials department
•Collection Development
•Library Collection Services
•E-resources and serials
•A person manages this, not a department
![Page 16: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/16.jpg)
Open text fields are important in an ERM because I can highlight the fields I deem
significant within the ERM.
![Page 17: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/17.jpg)
TRENDS, INSTITUTIONAL EFFORTS & NEW SYSTEMS
http://www.freephotosbank.com/152.html
![Page 18: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/18.jpg)
What do you think is the single most important emerging trend regarding ERMs?
• NISO Licensing standards
• Different initiatives to standardize licence agreements
• Open source ERM tools• Integration with
discovery services• Automatically loading
statistics with SUSHI• Local configuration
• ERM interoperation with databases and websites
• Importing and exporting usage statistics
• Electronic licensing based on XML schemas
• Workflow management• Pricing models• Customization
![Page 19: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/19.jpg)
What is the principal challenge of managing licensing for electronic resources in your
institution? • Vendor Inconsistencies• Licensing Info • Lack of Standard
contracts• Workflow management• Tracking Terms• Customizing to local
needs• Changes
• Terms of licensing• Licensing Reviews• Licensing Info• Lack of Staff/Time• Lack of training• Cost • Decision making• Multiples Sites• Currency
![Page 20: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/20.jpg)
ONIX-PL will help simplify the tasks related to license management and make workflows more efficient in today’s library environment
![Page 21: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/21.jpg)
Many commercial ERMS have taken all of the licensing components from the DLF ERMI from 2004. The ERMI is still able to facilitate the management of licensing.
![Page 22: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/22.jpg)
Conclusion
• Further research needed to expand what is not addressed in license modules
• Room for improvement
• Accommodate change for workflow
• Standards integration
• Internal changes in staff and systems
![Page 23: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/23.jpg)
QUESTIONS & SUGGESTIONS FOR FURTHER RESEARCH?
Please send to:
![Page 24: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/24.jpg)
References
Aipperspach, J. (2009). ERMS, workflow, and standards: A product development view. Information Standards Quarterly, 21(4), 21.
DLF electronic resources management initiative, phase I: final report. Retrieved from http://www.diglib.org/pubs/dlf102/
DLF electronic resources management initiative, phase II: Final report. Retrieved from http://www.diglib.org/standards/ERMI2_Final_Report_20081230.pdf
Fons, T. A., & Jewell, T.D. (2007). Envisioning the future of ERM systems. The Serials Librarian, 52(1/2), 151-166.
![Page 25: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/25.jpg)
ERM data standards review. Retrieved from http://www.niso.org/workrooms/ermreview
Hawthorne, D. (2003). Administrative metadata to support the acquisition of continuing e-resources. Serials Review, 29(4): 276-281. doi: 10.1016/j.serrev.2003.09.006
Koppel, T. EDItEUR's ONIX for licensing terms, ONIX tools and NISO's License Expression Working group. Retrieved from http://niso.kavi.com/news/events/niso/past/LicenseIssues-07-seminar/lic07koppel.pdf
Koppel, T. (2006, April) : An introduction to the rapidly changing world of ERM standards. Retrieved from http://www.exlibrisgroup.com/files/Publications/RapidlychangingworldofERMstandards.pdf
![Page 26: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/26.jpg)
ONIX ERMI encoding format, (2007, Nov. 19).Retrieved from http://www.niso.org/workrooms/lewg/071119ONIX_ERMIencodingformat.pdf
ONIX ERMI mapping. (2007, November 20). Retrieved from http://www.niso.org/workrooms/lewg/071119ONIX_ERMImapping.pdf
ONIX for publications licenses (ONIX-PL). Retrieved from http://www.niso.org/news/events/2008/webinars/onixpl/
ONIX for serials. Retrieved from http://www.editeur.org/onixserials.html
ONIX-PL. Retrieved from http://www.editeur.org/onix_licensing.html
![Page 27: A Study of Licence Terms for Electronic Resource Management: Survey Results](https://reader033.vdocuments.us/reader033/viewer/2022061119/5462e8e5af79599e2c8b4d7f/html5/thumbnails/27.jpg)
Ruth, L.B. (2008) License mapping for ERM systems: existing practices and initiatives for support. Serials Review, 34(2), 137-143.
Sadeh, T., & Ellingsen, M. (2005). Electronic resource management systems: the need and the realization. New Library World, 106(5/6), 208-218. doi: 10.1108/03074800510595823
Skaggs, B.L., Poe, J.W., & Stevens, K.W. (2006). One-stop shopping: a perspective on the evolution of electronic resources management. OCLC Systems & Services, 22(3). doi: 10.1108/10650750610686243)
Soete, G.J., & Davis, T. (1999). Managing the licensing of electronic products. SPEC Kit 248. Washington, D.C.: Association of Research Libraries.
What do you get when you cross a license and XML? Answer: ONIX-PL. Retrieved from http://www.niso.org/apps/group_public/download.php/2254/TAC_NASIG-ONIX-PL-UpdateFINAL.pdf