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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 Pesch EBSCO Information Services [email protected] Background of ERMs.

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Erms and the e resource life cycle

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 Pesch

EBSCO Information Services

[email protected]


Background of erms
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


E-resource life cycleLibraries

License terms

Order

Trial use

Price

Pay

Assess need/budget

Evaluate

Acquire

Evaluate

Monitor

Provide Access

Provide Support

Administer


E-resource life cycleLibraries

IP addresses

Register

Acquire

Proxy servers

Catalogue

Evaluate

Monitor

Provide Access

A-to-Z lists

Link resolvers

Holdings lists

Provide Support

Administer


E-resource life cycleLibraries

Acquire

Evaluate

Monitor

Provide Access

Holdings lists

Provide Support

Administer

User IDs

Admin module information

Preferences (store)

URL Maintenance

Access restrictions

Claiming

View rights for use


E-resource life cycleLibraries

Acquire

Evaluate

Monitor

Provide Access

Provide Support

Problem log

Administer

Hardware needs

Software needs

Contact info

Troubleshoot/ triage


E-resource life cycleLibraries

User feedback

Acquire

Usage stats

Evaluate

Monitor

Provide Access

Downtime analysis

Review problems

Provide Support

Problem log

Administer


E-resource life cycleLibraries

License terms

Order

Trial use

Price

Pay

Assess need/budget

IP addresses

Evaluate

Register

User feedback

Acquire

Proxy servers

Catalogue

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

Downtime analysis

Link resolver

Review problems

Holdings lists

Provide Support

Problem log

Administer

User IDs

Hardware needs

Admin module information

Software needs

Preferences (store)

Contact info

URL Maintenance

Troubleshoot/ triage

Access restrictions

Claiming

View rights for use


E-resource life cycleNew processes

License terms

License terms

Order

Order

Trial use

Trial use

Price

Price

Pay

Pay

Assess need/budget

Assess need/budget

IP addresses

IP addresses

Evaluate

Evaluate

Register

Register

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Catalogue

Usage stats

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

A-to-Z lists

Downtime analysis

Downtime analysis

Link resolver

Link resolvers

Review problems

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

URL Maintenance

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Claiming

Claiming

New

View rights for use

View rights for use

Existing


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)

Deliverables/Outcomes from ERMI


Common attributes of erm
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


ERM SystemsFeatures

License terms

License terms

Order

Trial use

Price

Price

Pay

Assess need/budget

IP addresses

IP addresses

Evaluate

Register

Register

  • One place to store information

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

Downtime analysis

Link resolvers

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Claiming

Manage

View rights for use

View rights for use

Tracking


ERM SystemsFeatures

License terms

License terms

Order

Trial use

Price

Price

Pay

Assess need/budget

IP addresses

IP addresses

Evaluate

Register

Register

  • One place to store information

  • A single knowledge base for access tools

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

A-to-Z lists

Downtime analysis

Link resolvers

Link resolvers

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

URL Maintenance

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Claiming

Manage

View rights for use

View rights for use

Tracking


ERM SystemsFeatures

License terms

License terms

Order

Trial use

Trial use

Price

Price

Pay

Assess need/budget

IP addresses

IP addresses

Evaluate

Register

Register

  • One place to store information

  • A single knowledge base for access tools

  • Workflows for trials, renewals, etc.

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Catalogue

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

A-to-Z lists

Downtime analysis

Link resolvers

Link resolvers

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

URL Maintenance

Tracking

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Manage

Claiming

View rights for use

View rights for use


ERM SystemsFeatures

License terms

License terms

Order

Trial use

Trial use

Price

Price

Pay

Assess need/budget

IP addresses

IP addresses

Evaluate

Register

Register

  • One place to store information

  • A single knowledge base for access tools

  • Workflows for trials, renewals, etc.

  • Problem logging

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

A-to-Z lists

Downtime analysis

Downtime analysis

Link resolvers

Link resolvers

Review problems

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

URL Maintenance

Tracking

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Manage

Claiming

View rights for use

View rights for use


ERM SystemsFeatures

License terms

License terms

Order

Trial use

Trial use

Price

Price

Pay

Assess need/budget

IP addresses

IP addresses

Evaluate

Register

Register

  • One place to store information

  • A single knowledge base for access tools

  • Workflows for trials, renewals, etc.

  • Problem logging

  • Usage consolidation & reporting

User feedback

User feedback

Acquire

Proxy servers

Proxy servers

Catalogue

Usage stats

Usage stats

Evaluate

Monitor

Provide Access

A-to-Z lists

A-to-Z lists

Downtime analysis

Downtime analysis

Link resolvers

Link resolvers

Review problems

Review problems

Holdings lists

Holdings lists

Provide Support

Problem log

Problem log

Administer

User IDs

User IDs

Hardware needs

Hardware needs

Admin module information

Admin module information

Software needs

Software needs

Preferences (store)

Preferences (store)

Contact info

Contact info

URL Maintenance

URL Maintenance

Tracking

Troubleshoot/ triage

Troubleshoot/ triage

Access restrictions

Access restrictions

Manage

Claiming

View rights for use

View rights for use


Challenges remain
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
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
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


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