1 / 19

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 opesch@ebsco.com. Background of ERMs.

cambria
Download Presentation

ERMs and the E-Resource Life-Cycle

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 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 opesch@ebsco.com

  2. 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

  3. E-resource life cycleLibraries License terms Order Trial use Price Pay Assess need/budget Evaluate Acquire Evaluate Monitor Provide Access Provide Support Administer

  4. 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

  5. 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

  6. E-resource life cycleLibraries Acquire Evaluate Monitor Provide Access Provide Support Problem log Administer Hardware needs Software needs Contact info Troubleshoot/ triage

  7. E-resource life cycleLibraries User feedback Acquire Usage stats Evaluate Monitor Provide Access Downtime analysis Review problems Provide Support Problem log Administer

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. 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

More Related