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ERMS couperin Jérôme Kalfon Head of the studies and forecasting Department SELL Porto 2011

ERMS couperin Jérôme Kalfon Head of the studies and forecasting Department SELL Porto 2011. Project’s goals. A project enabling members to: manage e-resources life-cycle and metadata gather e-resources usage statistics analyze overlapping collections

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ERMS couperin Jérôme Kalfon Head of the studies and forecasting Department SELL Porto 2011

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  1. ERMS couperin Jérôme Kalfon Head of the studies and forecasting Department SELL Porto 2011

  2. Project’s goals • A project enabling members to: • manage e-resources life-cycle and metadata • gather e-resources usage statistics • analyze overlapping collections • A project to deal with the needs of Couperin for: • managing its negotiations • storing and sharing e-resources and negotiations metadata with its members • better identifying its members’ collections

  3. Project’s goals • Managing : Négociations workflow and 500 databases / packages for COUPERIN Up to 200 databases / packages • For each member ; Between 200 and 300 metadata for each resource ; • Not doing what others have already done

  4. Why having chosen a shared ERMS solution ? • Sharing an ERMS solution is the best solution: • to address the needs of libraries having small collections and lack of staff • 70% to 80% of descriptive and administrative metadata values are the same for all members due to “Big deals” • to improve the quality of negotiation and acquisition activities of Couperin • to define a source of enhanced information on electronic resources, covering French-speaking publishers and French products

  5. General issues • The mass of electronic resources to manage is more and more important • its management is more and more complex • Integrated library systems can’t manage flows (fluid information) • The solution: ERMS: a software associated with an up-to-date knowledge base

  6. Five pilots institutions • 7th december 2010, the ERMS project is launched with SerialsSolutions (Proquest) • January 2011, the software is installed in the five pilots institutions: • INRIA, • Université Lyon 2, • Université Bordeaux 1, • Université Paris Descartes, • PRES de Toulouse

  7. Problematic points • Stumbling point: Metadata inheritage and ERMS architecture : modifying resources at the local level is not possible • Major defaults • The AtoZ (360 portal) is beyond what we asked for • Research possibilities are weak • Cost metadata management is not available at a local level • Trainings and documentation are not in french

  8. Problematic points • Minor defaults • Notes system is heavy • Alerts are not well managed • Dynamic export to websites or portals is not available • Files downloads are difficult to use

  9. Positive points • Positive Points • Complete and up-to-date Knowledge base • MARC records export • The link between the different modules (ERMS, reporting, knowledge base) • Ergonomics of the software

  10. How is the situation today ? • ● Serials Solutions software doesn’t allow a centralized consortial management • ● Improvements are planned but for december 2012 • ● The project team is having a meeting in early june to decide wether to continue the pilot or not

  11. What are we up to ? • A new orientation is about to be taken by the team leading the project: • ● focus on ERMS local functionalities • ● Couperin becomes a development partner alongside the ERMS project

  12. General positive points • This pilot allows to test the same software in several institutions • It allows a real co-operation • Problems are solved for six institutions at the same time (thanks to two coordinators and one ingeneer) • It brings experience on negotiation with an american provider • ACQUISITION OF EXPERTISE ON ERMS

  13. Problematic points for some members • The calendar (the new product will be available only in late 2012) • Members are thinking about chosing a local temporary ERMS solution but in that case of a temporary subscription, they have to make sure they can leave their provider with all the metadata put in their system • focusing on the local level is a problem for institutions working like a consortium (INRIA, PRES Toulouse)

  14. General issues • Integrated library systems are only a part of the whole process giving access to electronic resources • Integrated library systems can’t manage flows • Other systems are required for that • How connecting ERMS knowledge base and resources cataloguing by the ABES (Bibliographic Agency for Higher Education)

  15. What other solutions ? • A shared software for french academic libraries AND a private knowledge base ? • A european-wide knowledge base ?

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