Models for E-Resource Access & Management Solutions

1. Models for E-Resource Access & Management Solutions Moshe Efron Sales Director Teldan – TDNet Group The Explosion of E-Resources February 25, 2008

2. The Explosion of E-Resources E-resources “explosion” has raised e-resource management needs Library Acquisition Licensing Evaluation Renewals Statistics User Awareness Access Linking Searching

3. Timeline Print >>>>>Electronic 2000 2002 2004 2005 2006 1990s ILS A-Z lists NISO/DLF Workshop on Standards for ERM ILS ERMs ERAMS URM OpenERM

4. …What Happened? • DLF ERMI - developed “common specifications and tools for managing the license agreements, related administrative information, and internal processes associated with collections of licensed electronic resources. “ • Libraries have defined the need and the specification • Standards • Opportunity for library automation and content providers • Vendors started development • Products in the market - software systems to be used by libraries to keep track of important information about electronic information resources

5. …Timeline Print >>>>>Electronic 1990s 2000 2002 2004 2005 2006 2008 ILS A-Z lists NISO/DLF Workshop on Standards for ERM ILS ERMs ERAMS URM OpenERM

6. e-Resource Management Evolution Two main business models evolved: • ILS vendors - ERM • PAMS (Publications Access Management Services) - ERAMS

7. ILS Vendors Model ERM: • Standalone product • Focus on library • Repository for all library e-resources administrative metadata • Accommodate library needs for: • Selection • Order • Implementation • Maintenance • Evaluation

8. ILS Vendors Model ERM: • Integrated with other ILS modules or standalone • Infrastructure for back room: • Subscription • Circulation • Licensing • Pricing • Access • Maintenance of a local knowledgebase • Library has to populate the system with most of the data • Not ERM “per se” but - Access management tools: • A-Z • Federated Search • OpenURL resolver

9. Publications Access Management Services Vendors ERAMS: • A new business category • Array of modules to make e-resources accessible for patrons and manageable for librarians • Federated search • A-Z lists • Link resolvers • Electronic resource management • Reporting and management tools • Comprehensive knowledgebase - Built in and routinely maintained: • e-Journal / e-Book / e-databases content • publishers / Aggregators • open access • Customer specific collections • OpenURL resolver based on vendor knowledgebase • Federated search integrated with OpenURL resolver

10. Publications Access Management Services Vendors ERAMS: • Focus on e-resources • Collections – publishers, aggregators, consortia, customer • Individual titles • Open access • Vendor knowledgebase • Comprehensive • Routine update • Institution personalizable • Data migration flexible – ONIX; SOH, SRN, • Web 2.0 approach • Customer contribution • Publisher contribution • Aggregator contribution

11. …Timeline Print >>>>>Electronic 2000 2002 2004 2005 2007 2009 1990s ILS A-Z lists NISO/DLF Workshop on Standards for ERM ILS ERMs ERAMS URM OpenERM

12. Visual / User’s layer Library maintenance Metasearch Vendor maintenance ILS Digital repositories Knowledgebase local Index Harvest VLE Internal content Web 2.0 Open Access Resolver Aggregators • ONIX: • SOH • SRN • SPS • SUSHI ERM Publishers From e-Resource Management to Unified Resource Management Research Databases

13. Unified Resource Management • One stop solution for e-resource management & delivery • Front-end + back-end services and applications • Integration of library managed repositories + external indexes • B2C acquisition model • Annual maintenance

14. http web XML gateway Web services API Z39.50 Library maintenance Visual / User’s layer Query conversion Connectors » » Auth ILS Vendor maintenance • Access • Metadata • TOC • Pricing • License • Vendor contact • A-Z • Resolver Digital repositories Document Converter XML Cache VLE Web 2.0 • ONIX: • SOH • SRN • SPS • SUSHI Internal content Open Access Int. KBs Resolver, A-Z Aggregators Publishers From ERAMS to “OpenERM”? Research Databases Vendor Maintained KB Personalized area

15. OpenERM • Facilitate integration of the dis-integrated environment • Low cost solution – technology & knowledgebase hosted and maintained by the vendor • OpenERM – • Neutral • Any e-resource • Compliant with library local systems • Scalable solution • B2C subscription model • B2B licensing model

16. References • Grogg, Jill E. "Investing in digital: as electronic spending rises, ERAMS, ERM, and URM systems step in to help with acquisitions and reporting.(INFOTECH FEATURE)(electronic resource access and management services, electronic resource management system, unified resource management)." Library Journal 132.9 (May 15, 2007): 30(4). • Owens, Dodie. "Findability enable: the rise of the knowledgebase puts the ERMS on a new stage. " Library Journal.  131.13 (August 1, 2006): 30(3). • Electronic Resource Management: Report of the DLF ERM Initiative. http://www.diglib.org/pubs/dlf102/dlfermi0408.pdf

17. Thank YouMoshe Efron