erms and the e-resource life-cycle gestione delle risorse elettroniche: l'offerta del mercato e...

ERMs and the E-Resource Life-Cycle

Gestione delle risorse elettroniche: l'offerta del mercato e la situazione italiana.

Un'analisi sugli ERMS

Rome, March 27,2009

Oliver PeschEBSCO Information Services

[email protected]

Background of ERMs

• 2001 publication of Selection and Presentation of Commercially Available Electronic Resources: Issues and Practices by Timothy Jewell highlights the problems with managing e-resources

• 2002 E-Resource Management Initiative (ERMI) formed to allow librarians to collaborate with vendors for commercial solutions

• 2004 ERMI report published with functional specification for ERM systems

• 2004 first commercial ERM introduced

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E-resource life cycleLibraries OrderOrder

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IP addressesIP addresses

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Proxy serversProxy servers

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CatalogueCatalogue

A-to-Z listsA-to-Z lists

Link resolversLink resolvers

Holdings listsHoldings lists

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E-resource life cycleLibraries

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Problem logProblem log

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Usage statsUsage stats

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problems

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CatalogueCatalogue


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E-resource life cycleNew processes

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Deliverables/Outcomes from ERMI

Deliverables• Report• Functional specifications• Entity Diagram• Data Dictionary

Outcomes• Creation of a blueprint for

an ERM system• The foundation of virtually

all commercial ERMs• Innovative Interfaces Inc.

(ERM)• Ex Libris (Verde)• Serials Solutions (360 E-

Resource Manager)• EBSCO (ERM Essentials)

Common attributes of ERM

• Influenced by the ERMI specifications• Act as a container for information needed to manage e-

resources• Come with a “global” knowledge base to simplify

management of collections• Facilitate end user access through an A-to-Z list and link

resolver• Provide tools to help manage workflows• Allow vendor usage reports to be tracked and consolidated• Provide reporting and analysis tools

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CatalogueCatalogue




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ERM SystemsFeatures

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Manage

Tracking

•One place to store information•One place to store information

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PayPayPricePrice


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CatalogueCatalogue




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Acquire

ERM SystemsFeatures

User IDsUser IDs



Preferences (store)

Preferences (store)

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Manage

Tracking

•One place to store information•A single knowledge base for access tools

•One place to store information•A single knowledge base for access tools

CatalogueCatalogue

ClaimingClaiming

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problems

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PayPayPricePrice


RegisterRegister


CatalogueCatalogue




Provide Access

Acquire

ERM SystemsFeatures

User IDsUser IDs



Preferences (store)

Preferences (store)

URL Maintenance

URL Maintenance

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Access restrictions

View rights for use

View rights for use

Hardware needs

Hardware needs

Software needs

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User feedback

User feedback

Trial useTrial use

License terms

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RegisterRegister





Manage

Tracking

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.

ClaimingClaiming

User IDsUser IDs



Preferences (store)

Preferences (store)

URL Maintenance

URL Maintenance

Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor


Hardware needs

Hardware needs

Software needs

Software needs





Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Administer

Trial useTrial use

Assess need/budget

Assess need/budget

License terms


PayPayPricePrice


RegisterRegister


CatalogueCatalogue




Provide Access

Acquire

ERM SystemsFeatures

User IDsUser IDs



Preferences (store)

Preferences (store)

URL Maintenance

URL Maintenance

Access restrictions

Access restrictions

View rights for use

View rights for use


Hardware needs

Hardware needs

Software needs

Software needs




Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Trial useTrial use

License terms

License terms

PricePrice


RegisterRegister





Manage

Tracking

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.•Problem logging

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.•Problem logging

ClaimingClaiming

User IDsUser IDs



Preferences (store)

Preferences (store)

URL Maintenance

URL Maintenance

Access restrictions

Access restrictions

View rights for use

View rights for use

Provide Support

EvaluateMonitor


Hardware needs

Hardware needs

Software needs

Software needs





Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Administer

Trial useTrial use

Assess need/budget

Assess need/budget

License terms


PayPayPricePrice


RegisterRegister


CatalogueCatalogue




Provide Access

Acquire

ERM SystemsFeatures

User IDsUser IDs



Preferences (store)

Preferences (store)

URL Maintenance

URL Maintenance

Access restrictions

Access restrictions

View rights for use

View rights for use


Hardware needs

Hardware needs

Software needs

Software needs





Downtime analysis

Downtime analysis


problems

User feedback

User feedback

Trial useTrial use

License terms

License terms

PricePrice


RegisterRegister





Manage

Tracking

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.•Problem logging•Usage consolidation & reporting

•One place to store information•A single knowledge base for access tools•Workflows for trials, renewals, etc.•Problem logging•Usage consolidation & reporting

Challenges Remain

• Data required to manage e-resources is complex• Locating the data is difficult• The amount of information is immense making input a

challenge (ERMI defined over 300 fields)• Keeping that information up-to-date is also a challenge

Standards and other initiatives to solve remaining problems

• E-Resource Management Initiative – 2 (ERMI-2)• Cost Of Resource Exchange (CORE)• ONIX for Publication License (ONIX-PL)• Better integration with the supply chain• Simplification of processes

References

• CORE http://www.niso.org/workrooms/core• Electronic Resource Management Initiative (ERMI-2),

http://www.diglib.org/standards/dlf-erm02.htm • ONIX-PL Working Group (

http://www.niso.org/workrooms/onixpl) • Selection and Presentation of Commercially Available

Electronic Resources: Issues and Practices, Timothy Jewell, CLIR Report, 2001, http://www.clir.org/pubs/reports/pub99/pub99.pdf)

Thank you

erms and the e-resource life-cycle gestione delle risorse elettroniche: l'offerta del mercato e...

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