electronic resources management stand-alone solution original presentation to cornell university...
TRANSCRIPT
Electronic Resources Management Stand-Alone Solution
Original Presentation to Cornell University August 28, 2003Revised and Updated June 1, 2004Innovative Interfaces, Inc.
Sandy HurdDirector of Sales, Digital Solutions
All slides are proprietary and confidential. They may not be copied or distributed.
Company Background
Company Overview
• Owned and operated by founder since 1978– Headquartered in Emeryville, CA– Profitable since inception
• 25 years of groundbreaking product development– First OCLC interface– First multi-user Acquisitions and Serials Control System
• Acquisitions – 1981• Serials – 1983
– First Java-based library management system– First Electronic Resource Management system
• Sustained customer growth in academic libraries– 1,100+ servers installed (serving over 3,500 libraries)– Annual revenue of US $70M +
• Systems installed in 40 Countries
Innovative Corporate Vision
• Consistent management philosophy– Stability of ownership and management– Re-invest in people, products, and services
• Customer-focused– User Groups and Director Retreats
• 2004 IUG in Boston – 1,400 participants• 2005 IUG in San Francisco - ?
– Libraries stay with Innovative– 60-100 new contracts added annually
• State-of-the-art solutions– All modules enhanced each year– Evolve the architecture– Develop new products
40 Countries, Help Desk 24/7/365
Canada
United States
Mexico
Chile
Finland
Sweden
UK
Ireland
Spain
Portugal
Morocco
France
Estonia
Poland
Hungary
Turkey
UAE
Germany
Italy
Egypt
China JapanKorea
Taiwan
Thailand
Singapore
Australia
New Zealand
Botswana
South Africa
Zimbabwe
Qatar
Mozambique
MalaysiaPhilippines
Macao
Hong Kong
Lesotho
Belgium
Namibia
Corporate Profile – 280+ Employees
5%
9%
16%
21%
21%
28%
Exec. Mgmt.AdministrationSales/ MktgR&DImplementationCustomer Support
Customer Service
# 1 Support ratio of 1:7
1:2317VTLS15
1:1812Open Text14
1:1744Ex Libris13
1:163CyberTools12
1:1552Endeavor11
1:14216Dynix10
1:1353Geac9
1:105Keystone8
1:920EOS International6
1:955TLC6
1:8170Sirsi2
1:810Auto-Graphics2
1:88Inmagic2
1:835Gaylord2
1:7145Innovative1
RatioTotal Customer Support StaffVendorRank
Information Systems ReportVolume 1, Number 11, January 15, 2003
Introduction to ERM
Why are we having these problems?
• Publisher imperatives• New types of materials• New procurement methods and
documentation• New methods of access• Customer imperatives
Paper Files
Spreadsheets
Database
Anything
License Details
Payment Details
System Details
Contact Details
How do libraries manage today?
Managing E-Resources Today
Cost
Payments
Renewal dates
Access restrictions
Access methods
IP addresses allowed
Resource links
ILL permissions
Copying permissions
Contracts/licenses
Management notes
Negotiation details
Holdings data
And more
How did ERM come to be?
• Challenges in license management– Storing license information– Managing license acquisition workflow– Quick reference for questions of use:
– “Can I do this with this resource?”
• Innovative’s response:– Customer-initiated– Real-world architecture– Real-world requirements:
• Ticklers• Multi-value fields• Layered permissions
• Digital Library Federation’s Electronic Resources Management Initiative (ERMI)
ERM Architecture
[Bibliographic Record]Agricultural Economics
[Bibliographic Record]Archives of Brain Studies
[Bibliographic Record]Methods in Spectroscopy
[Holdings Record]1975 – 2001
[Holdings Record]Vol. 65 -
[Holdings Record]1998 - Present
License Details
Payment Details
Vendor Details
TechServicesProcess
Traditional Relationships
[Vendor Record]Contacts
[Resource Record]
Science Direct
[Bibliographic Record]Agricultural Economics
[Holdings Record]1975 - Present
ERM Enhanced Database Structure
[Resource Record]
EBSCOhost : Electronic Journals Service
[Order Record]Payments
[Bibliographic Record]Archives of Brain Studies
[Bibliographic Record]Methods in Spectroscopy
[Holdings Record]1975 – 2001
[Holdings Record]Vol. 65 -
[Holdings Record]1998 - Present
[License Record]License Details
ERM Staff Interface
Title Tracking
License Overlaps
Resource Record Detail
License Tracking and Reporting
Combined Value Field
Protected Field
Contacts ManagementTickler and E-mail Alerts
Batch Loading
Managing E-resource Metadata
Vendor Data•Research in the Economy•Vol. 1, 1998 to Present•http://ebscohost.com/AE•In: EBSCOhost•Trends in Sociology•V. 16, 1996 to Present•http://ebscohost.com/TS•In: EBSCOhost
ERM
Vol. 1, 1998 to Present
Research in the Economy
Trends in Sociology
Vol. 16, 1996 to Present
The system determines the appropriate action for each record
EBSCOhost : EJS
Batch Loading:• Creates new holdings• Links titles to resources• Updates URLs• Updates coverage• Identifies updates, new records, deleted titles
Sources:• EBSCO• Serials Solutions• TDNet
Formats:• Spreadsheet • Text file (Do It Yourself)• Innovative XML
Coverage Database
Patron Interface ViaOptional Web OPAC
Patron Solutions: A-Z List of Databases & Search Tools
A-Z List of Databases
Resource Search, A-Z Access, Topic Search
Choose the Database
Full Resource Display
Link to E-journal Content
Title Search
Title Details
Full ERM Details
Relationship To Primary ILS
• Data interfaces / staff data management– Regular loads of bibliographic data
• Loaders included in bundle
– Regular loads of holdings/coverage data• Loaders included with bundle
– Serials Solutions/TDNet/EBSCO/other– ONIX standard work with NISO + EDItEUR, pilot stage
• Patron Interface– Web views via Web OPAC (optional)– Report Writer outputs MARC or other format (optional)– Link from ERM to ILS, link stored in 856, use raw XML or
formatted HTML– Develop an API using raw XML
ERM Status
Installed Development PartnersFirst Group“Developers”
• Glasgow University • The Ohio State
University• University of Washington• University of Western
Australia• Washington State
University
Second Group“Beta”
• CISTI• Library of Congress (stand
alone)• National Institutes of Health• Oregon Health Sciences • University of Arizona• University of California, San
Diego• University of Nevada, Reno• University of Technology
Sydney• Utah State University (stand
alone)
ERM Stand-Alone Version
• In general release March 2004• Innovative seeks partners to help ensure that
the stand-alone version is– Fully featured– Robust– Sophisticated
• Local install or access through an ASP model• ERM deployment is top priority
ERM Software Bundle
• Millennium Editor• Bibliographic records• Resource records• License records• Holdings records• Vendor records• Bibliographic record
loader (MARC)• XML and Text File Loader
• Advanced searching• Basic system setup and
administration– Login administration– Passwords and
authorization– Backup– 2 Staff user licenses
• Innovative DBMS or Oracle (Linux coming)
• Report Writer/Statistics (optional)
• Web OPAC (optional)
ERM Benefits
• Manage more titles• Manage increasingly complex publications and
relationships• Manage greater financial investment• Store and manage new types of information• Fulfill the legal obligation to inform of terms of
use• Provide more information to more staff and
users
ERM Summary
• Much more than a shrink-wrap desktop product
• Architecture second to none• Customization and local control• Designed and supported by technical services
and library system experts• Frees staff from maintenance of multiple
databases• Frees staff from local development projects
Thank you.