electronic resource management who – libraries, vendors, patrons what – the scope and extent of...
TRANSCRIPT
Electronic Resource Management
• Who – libraries, vendors, patrons
• What – the scope and extent of ERM
• When – a timeline of work thus far
• Where – in libraries, at vendors
• Why – advantages and risks
• How – development efforts at NCSU Libraries
Who What
When Where
Why How
Presentation outline
What is ERM?
• Digital Library FederationElectronic Resource Management Initiative(DLF ERMI)
As libraries have worked to incorporate electronic resources into their collections, services and operations, most have found their existing Integrated Library Systems to lack important functionality to support these new resources.
- Digital Library Federation
Electronic Resource Management Initiative ReportAugust 2004
DLF ERMI (continued)
Who is working on ERM?
Goals Describe architectures needed
to manage large collections of licensed e-resources
Establish lists of elements and definitions
Write and publish XML Schemas/DTDs
Promote best practices and standards for data interchange
Team Ivy Anderson (Harvard) Adam Chandler
(Cornell University) Sharon E. Farb (UCLA) Timothy D. Jewell
(Chair, University of Washington) Kimberly Parker (Yale) Angela Riggio (UCLA) Nathan D.M. Robertson
(Johns Hopkins)
DLF ERMI (continued)
Who is working on ERM?
46 pages of text Describes the problem Outlines existing solutions and efforts Introduces the appendices. . . .
Appendix A: Functional Requirements Appendix B: Workflow Diagram Appendix C: Entity-Relationship Diagram (ERD) Appendix D: Data Element Dictionary Appendix E: Data Structure Appendix F: XML Investigation
Who is working on ERM?
• CARL / TLC – Gold Rush
• EBSCO Electronic Journal Service
• Elsevier / Endeavor – Meridian
• Ex Libris – Verde
• Innovative Interfaces – ERM module
• Serials Solutions – ERMS
• SirsiDynix – Horizon Electronic Resource Management
• TDNet – e-Resource Manager
• VTLS – VERIFY
Vendors
Who is working on ERM?
• Boston College Library• California Digital Library• Cornell University• Emory University• Griffith University• Johns Hopkins• Kansas State University
•MIT•Penn State•Tri-College Consortium•UCLA•University of Georgia•University of Minnesota•University of Washington•Yale University
Libraries
Who does ERM affect?
EVERYBODY
Serials Librarians
Acquisitions Staff
Catalogers
Digital Library Developers
Collection Managers
Systems Librarians
Web Librarians
Reference Librarians
ILS Managers
Bibliographers
Faculty
Staff
Students
ILS Vendors
Knowledge Base Vendors
Subscription Agents
Publishers
What is ERM, and why get involved?
Electronic Resource Management is an attempt to address the shortcomings of existing systems, processes and procedures for managing collections that are available in electronic format and generally subject to licensing terms, conditions and restrictions.
Classic Integrated System
MARC Records
item holdings
serial holdings
Patron Records
circtransactions
reserve records
Acquisitions Records
• websites (856)
• e-books
• e-journals
• databases
• datasets
WEBPACPatron self-
service
Serials Control Records
Dis-integrated Library System
• websites (856)
• e-books
• e-journals
• databases
• datasets
alpha list of databases
subject list of databases
e-journal finder
Serials Solutions
TDNet
web subject guides
• Licensing Files
• ILL Files
• Collection Management Files
• Helpdesk Files
• Statistical Files
institutional repository
Authentication & Authorization
Library Portal
alert services
SFX Openly
SERIALS
!!!!
Serials?Dude, that’s not cool.
This isn’t NASIG, man.
I wanted to hear about ERM!
I won’t even touch that serials stuff, getting involved with that is just throwing your whole life away…
Serials?
1. E-journals are, well, still journals
2. Databases
• Subscription oriented – commit payments on a continuing basis
• Content is licensed and leased – access is based on a continuing relationship with a publisher or vendor
• Contain serial content that is updated on a continuing basis
Serials?
Format fetishism
vs.
management functions
It’s the economy, stupid.
It’s the SERIALITY, stupid.
The Previous NCSU Libraries ERM System
The David Goldsmith v2002 ERM System
Pros:
• Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)
• Capable of learning/adapting to new scenarios
Cons:
• 10s of thousands of dollars per year to maintain
• Shuts down completely in sleep mode for 7-8 hours per night
• Availability to staff subject to meeting schedule of a department head
How: NCSU Libraries E-Matrix
• July 1999 – NCSU “E-Shepherding” specification written (and shelved)
• 2000-2002 – the square peg and round hole era “ERM” begins to emerge; DLIF-ERMI takes shape
• Fall 2002 – electronic resources in the catalog; E-Journal Finder; SFX; Licensing database; Collection Management OASIS database E-Matrix begins to emerge
NCSU Libraries E-Matrix
• An ad hoc committee charge
• The ad hoc E-Matrix Committee will implement a prototype electronic resources management system to support acquisition and licensing, collection management, and resource discovery for the Libraries' electronic resources [and all the print journals, too, please]
licensing
statistics
subscript-ion info
technical support
remote access
evaluative data
PR
ES
EN
TA
TIO
N
LA
YE
R
ADMINISTRATIVE
METADATA
E-MATRIX
I
L
S
Other Databases:E-journal finderETDsInstn’l RepositoryEtc.
DATA HOOKS
Website
Catalog
E-resources
Alert Services
Local DBs & Collections
Digital Archives
DataRepos-itories
vendor data
Evaluative Tools
E-Matrix
The Crew• Andrew Pace, Systems, Chair• Kristin Antelman, Administration (IT)• Karen Ciccone, Natural Resources Library• Karen Letarte, Cataloging• David Goldsmith, Acquisitions• James Jackson Sanborn, Digital Library Initiatives• Sandra Logeson, Systems (Programmer)• Stephen Meyer, Project Fellow • Tim Mori, Systems• Greg Raschke, Administration (Collections)• Shirley Rodgers, Systems• Rob Rucker, Distance Learning Services• Will Wheeler, Collection Management
E-matrix Challenges
• Public interface is secondary concern
• Leveraging existing data—all of it!
• Workflow, Workflow, Workflow
• Avoid solutions looking for problem
• Embrace the serial work
E-Matrix ObjectivesE-Matrix Objectives
manage electronic and print serial subscriptions, other e-resources, support licensing; local control
support resource selection, allocation, and evaluation; manage and use faculty-provided data; integrated data reports
Acquisitions
CollectionManagement
Discovery anddisplay
enhance access points; improve user displays; leverage local metadata; access at the work level
Acquisitions
• 19% of total collections budget spent on electronic resources
• 28% of serials budget on e-resources
• Still in a bi-model mode for many titles and divergent workflow is costly
Licensing• Systematically tracking terms and
conditions of materials
• Digital Rights Management (DRM) will govern use over fair use rights
• Breach control will increase as vendor monitoring methods become more sophisticated
SJERMs
Journals / Serials
Electronic Resources
Databases
Collection Mgmt
evaluative data
Acquisitions and licensing
data
Local subjects
Bib Data
Statistical Data
Search / Browse
MyAccount
Patron Database
My Courses
Course Reserves
MyLibraryMyTOCs
The public sphere of E-Matrix
Modeling the facets of access to article databases, data stores and
our journal collection
Database Descriptions: real world examples
• articles - mixed scholarly, popular, news, trade
• articles - news• articles-scholarly, plus other
scholarly materials• biological data• books - ebooks, catalog,
WorldCat• citation trails• company information• conference proceedings• digital collections• directories• dissertations• financial data/accounting/taxes• GIS• grant information
• images • industry information• information about journals• job and career information• legal and government information• maps• marketing and advertising• patents and trademarks• physical data/properties• portal/website• preprints• reference/quick facts (handbooks,
encyclopedias, dictionaries, etc)• social data / statistics / demographics• standards• technical reports
Description of Databasescontainer vs. content
Container
What kind of resource is it (e.g., article database, online data set, electronic reference work…)?
Content
What is inside of, or indexed by, the container (e.g.,
citations, images, statistics…)?
Description of Databases (cont’d)content description - aboutness
Content description
What is the content within a resource about (i.e., which web subject will it fall under)?
Databases in E-Matrix
•Assignment of web subjects
•Assignment of resource types
•Assignment of content types
Backend storage of metadata used by the redesigned public website
Web SubjectsNutritionOperations ResearchParks, Recreation & Tourism MgtPharmacologyPhilosophy & EthicsPhysicsPhysiologyPlanningPlant BiologyPlant PathologyPolitical SciencePoultry SciencePsychologyPublic & Environmental HealthPublic AdministrationReligious StudiesScience & TechnologySocial WorkSports ManagementSociologySoil ScienceStatisticsSustainable AgricultureTextile & Apparel ManagementTextile ChemistryTextile EngineeringToxicologyTraining & DevelopmentVeterinary MedicineWaste ManagementWood & Paper ScienceZoology
Aerospace EngineeringAccounting & FinanceAdult & Community College
EducationAgricultural EconomicsAgricultureAnimal ScienceAnthropologyArchitectureArtAstronomy & AstrophysicsAtmospheric SciencesBehavioral BiologyBiochemistryBioinformatics & BiomathematicsBiological & Agricultural
EngineeringBiologyBiomedical EngineeringChemical EngineeringChemistryCivil EngineeringCommunication & MediaComputer ScienceCriminologyCrop ScienceCurriculum & InstructionEarth SciencesEcologyEconomicsEducationElectrical & Computer EngineeringEngineering GeologyEntomology
Environmental ScienceEnvironmental TechnologyErgonomicsFamily & Consumer SciencesFilm StudiesFisheries & Wildlife SciencesFood SciencesForestryGenetics GenomicsGraphic DesignHistoryHistory of Science & TechnologyHorticultureImmunologyIndustrial DesignIndustrial EngineeringInformation Science & TechnologyLandscape ArchitectureLeadership & Counselor EducationLinguisticsLiteratureBusiness & ManagementMarine Science & EngineeringMaterials ScienceMathematicsMathematics, Science &
Technology EducationMechanical EngineeringMedicine, HumanMicrobiologyMusicNatural Resource ManagementNeuroscienceNuclear Engineering
Resource types
• data set
• digital collection
• index
• reference– dictionary– directory– encyclopedia– handbook
Content types• annual reports• articles
– popular– news– scholarly– trade
• bibliographic citations• books• citations• conference proceedings• dissertations• grants
• images
• journals
• maps
• patents
• preprints
• scientific properties
• standards
• statistics
• technical reports
• trademarks
Real world / Data model crosswalks(captured in E-Matrix)
articles - mixed scholarly, popular, news, trade
Container Type(s): Index
Content Included: Scholarly articles, Dissertations, Technical reports…
Real world / Data model crosswalks(captured in E-Matrix)
biological data
Container Type(s): Data set
Content Included: Scientific properties
Subject(s): BiologyBiological & Agricultural Engineering
Real world / Data model crosswalks(captured in E-Matrix)
company information
Container Type(s): Index, Data set
Content Included: Trade articles, Annual reports, Statistics
Subject(s): Business and managementIndustry
How do we apply the data model
• Richer reports about our collection
• User-centered resource discovery…
Databases in E-Matrix
Initial Rollout coincides with a redesigned NCSU Libraries website
– Database tab within the browse by subject area will be managed through E-Matrix rather than the catalog
– New Alphabetical List of Databases also managed within E-Matrix
Databases in E-Matrix
Added Flexibility and Functionality
• Database-to-subject relevance ranking
• Subject-based descriptions
• Stable URLs– http://www.lib.ncsu.edu/cgibin/proxy.pl?
server=www.netadvantage.standardandpoors.com/&resource=Standard+and+Poor+Net+Advantage
– http://www.lib.ncsu.edu/resolver?res=352
Databases in E-MatrixBeyond Initial Rollout• Additional info available for display
– Enhanced database descriptions– Markers for content
• Fulltext• Scholarly• News• …
• Dynamic Database Lists– Biological Data– News Databases
Databases in E-Matrix
New Authoring Tools
• Mix and match Content, Containers and Subjects to create new lists
• Author dynamic pages with stored queries
Journals & E-Matrix
• E-Matrix brings together different manifestations of a single work
• Includes print and electronic
Managing the journal work
• E-Matrix will manage journals through a locally assigned resource ID
• Data imported from SFX has been matched against data imported from our catalog
• LC Subjects from our catalog mapped to web subjects when imported into E-Matrix
Collocating manifestationsEstablishing a link between catalog records and SFX Knowledgebase records enables:
• Summary availability of works – Simultaneous display of electronic and print
• Intuitive presentation of holdings – Dynamic retrieval of print holdings combined with web link to SFX window to access online issues
Journal discovery
Future possibilities for journals
• Subject assignments for core journals
• Content included assignments for core journals (e.g., scholarly articles…)
• Public aggregated title / provider displays
• …
Some expected (and unexpected) discoveries
• Non-standard data ain’t so bad (SFX KB, acquisitions, serials, etc.)
• Standard data ain’t as good as you think it is• There’s a reason no one has provided a
definitive solution for expressing the “serial work”• ERM strongly suggests radical changes to
technical services workflow• There’s as much data about data as there is
data (at least it seems that way)
E-matrix / ERM Future
• Taking the “E” out of E-matrix
• Standards
• Is the ILS superfluous?
• Is MARC dead?
• Will libraries or their vendors corner the ERM market?
• Would we do it again?
• Are we going to share the code?
we must
sort of
I can dream, can’t I?
yes
sort of
definitely
sure, what the heck
Yes, we would do it again
• The Serial Work
• Migration of / Interoperability with existing data
• Putting our development dollars where our collections dollars are
How will we share?
• Oracle• Java• Sirsi• SFX• Etc….
• We welcome your thoughts
http://www.lib.ncsu.edu/ematrix
E-MATRIX
Database tables & data
PL/SQL Packages & Procedures
SQL
SQL
SQL
---------------- ORACLE --------------
E-Matrix Technical Framework
Tomcat Web Server
Jakarta StrutsXML framework for data flow control
JSP
Web-based Staff Interfaces
HTTP requestsHTML output
Stored Java Server Pages
------------------------- JAVA -------------------------