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ERMS: A review

ERMS: A review. Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding. NISO E-Resource Management Forum: The What, Why, and How for Managing E-Resources Sept 23-34, 2007 Denver Colorado. Presentation Scope.

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ERMS: A review

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  1. ERMS: A review Marshall Breeding Director for Innovative Technologies and Research Vanderbilt University http://staffweb.library.vanderbilt.edu/breeding NISO E-Resource Management Forum: The What, Why, and How for Managing E-Resources Sept 23-34, 2007 Denver Colorado

  2. Presentation Scope • Historical context of ERM • Commercial involvement • ERM in the context of broader trends in library automation

  3. How did we get here? • The journal collections of libraries making dramatic shift from print to electronic format • Existing library automation software lacked the ability to accommodate libraries needs in managing these large collections of e-journal content

  4. Historical context • Format shift well underway by the late 1990’s • Informal systems employed in libraries to track e-journal collections • Automation crisis let to efforts to design systems to provide a more systematic approach

  5. Chronology of ERM Development • Late 1990’s: Jake – Jointly administered knowledge environment – public domain collaborative effort to manage e-journal holdings data • 2000: Serials Solutions launches A-Z list for e-journals • May 2002: NISO / DLF Workshop on Standards for Electronic Resource Management • Jun, 2002: Innovative Interfaces announces Electronic Resources Management • Jun 2004: Dynix announces development of Horizon ERM product Jun 2004: Ex Libris announces Verde • Jun 2004 Endeavor Information Systems announces Meridian electronic resource management platform • Jun 2004: VTLS announces VERIFY electronic resource management product. Tri-College consortium as development partner. • Oct 2005: Serials Solutions launches ERMS • Dec 2005 NISO initiative for SUSHI • Lightening speed??

  6. Data driven • A fundamental characteristic of the ERM involves its reliance on high-quality e-journal holdings data • Software and technology cannot compensate for weak e-journal data.

  7. Profile-based management • Individual check-in model used for print not sustainable with electronic subscription format • Manage e-journals based on a profile of subscriptions • Struggle to integrate e-Journals with existing automation environment • Interest to move from separate E-journal finding aids to a more integrated environment for the public • Interest in integrating management of e-journals into overall library workflows

  8. E-Journal Data • Problem: difficult to know what titles and issues of journal content might be available to library users. • Much content acquired through aggregated products • Coverage constantly in flux • Based on ever-changing arrangements between aggregators and publishers • Not possible for libraries to manage manually • Profile-based strategy • Develop a profile of the library’s subscriptions • Determine actual holdings based on that profile in combination with up-to-date information from knowledgebase.

  9. E-Journal Data Sources • Jake – Jointly administered knowledge environment • Serials Solutions • Ex Libris • Openly Informatics • TDNet

  10. MARC data services • Delivery of MARC records that can be loaded into the library’s ILS • Synchronize ILS catalog with external e-journal management systems

  11. ERM A new automation product genre

  12. ERM Goals • Are we getting everything we’re paying for? • Avoiding overlap or redundancy • Support for collections decisions • Vendor performance • Cost / View • Trend analysis

  13. ERM Need • Investments in electronic content increasing • For many libraries expenditures on electronic exceeds print • Gaps in infrastructure related to the management of e-content • License terms • License text • Collection analysis

  14. ILS Vendor involvement

  15. Innovative Interfaces • One of the largest automation companies serving public, academic, and special libraries • Earliest commercial offering in the ERM genre • Stand-alone system that can be used independently of Millennium • WebBridge – OpenURL linking product • Research Pro – federated search • Content Access Service • e-journal holdings data • MARC Record Service • A-Z list • Web-based profile manager • In-house development model

  16. Ex Libris • Company focused primarily on academic libraries • Strategic interest in electronic content • Technology-focused company • First in the OpenURL linking front • Verde launched in 2004 • Primo as public interface for its entire product suite

  17. Ex Libris • SFX • MetaLib • SFX Central Knowledge Base • MARCit Marc Record Service • Verde • Primo • In-house development model

  18. VTLS • Verify launched in June 2004 • Tri-college Consortium (Bryn Mawr, Haverford and Swarthmore) was an early development partner (Now moving to Verde) • Version 2 announced Jan 2006 • Minimal sales in US

  19. SirsiDynix • Dynix developing ERM for Horizon • Announced June 2004 • Sirsi Developing ERM for Unicorn • April 2006: Dropped local development in favor of a strategic agreement with Serials Solutions • Working toward a future version of Unicorn/Symphony that offers some level of integration with SS ERMS.

  20. The Library Corporation • Primarily focused on public libraries • Partnership to market Gold Rush

  21. ILS Vendor Perspective • Mixed strategies • Several have failed to take advantage of opportunities as libraries make transition toward increasingly electronic collections • Paved the way for new companies specializing in management of electronic content

  22. E-content Specialist Vendors

  23. Serials Solutions • Revolves around e-journal database • 106,000 unique titles • 5,000 databases • 360 product suite • 360 Link • 360 Search • 360 MARC updates • 360 Resource Manager • A-Z List • Federated Search • Electronic Resource Management • Federated Search

  24. Serials Solutions • ERAMS Electronic Resources Access and Management Services • Collect, Correct, Connect, Control • See: erams.org

  25. Cambridge Information Group • Serials Solutions • 360 product suite • Ulrichs Serials Analysis System • Ulrichsweb.com • R.R. Bowker • Syndetic Solutions • Medialab Solutions / AquaBrowser Library

  26. TDNet • Technology development started in 1998 • Ben Gurion University in Israel • First commercial product launched Aug 2000 • Subsidiary of Teldon Information Systems • US Subsidiary in West Chester, PA

  27. TDNet e-Resource Manager • Searcher Analyzer – Federated Search • Journal Manager – product for access and management of e-journals • TOUResolver – OpenURL link resolver • Holding Manager – MARC record service • Knowledge Base – proprietary repository of e-jouranl holdings data (90,000 titles / 600 collections)

  28. Openly Informatics • Now a division of OCLC • 1Cate link resolver (One click to everywhere) • UHF Holdings Data Service (60,000 serial publications / 900 publishers) • Technology and data products offered as integrated components through other vendors

  29. Gold Rush • Developed by the Colorado Alliance of Research Libraries • Includes e-journal holdings database • Gold Rush Reports • Gold Rush Complete • e-journal locator interface for public • OpenURL resolver • ERM functionality • http://grweb.coalliance.org/ • Partnership with The Library Corporation

  30. EBSCO • No product in the ERM genre per se • Offers a suite of tools provide a range of services that simplifies the acquisition and management of e-journals and e-journal packages through products like EBSCONET and EJS, • End-user access to all of a library's e-resources through services like EBSCO A-to-Z, LinkSource and WebFeat. • Electronic Journal Service – access and management tool. (used by 6,000 libraries) • 15,000 libraries using EBSCONET

  31. Scholarly Stats • MPS Technologies • Online portal for statistics related to the use of electronic resources

  32. Library Developed Solutions

  33. NCSU E-Matrix • Serials, Journals and ERMS • Late stages of development • Functionality: • Licensing, access, description, reporting • Development started spring 2003 • http://www.lib.ncsu.edu/e-matrix/

  34. Commercial options narrowing • Several products have fallen off • ENCompass • Meridian • Horizon ERM • Unicorn ERM • LinkFinderPlus • Library adoption of ERM very slow relative to other technology categories

  35. ERM Product suites • Serials Solutions • Ex Libris • TDNet

  36. Marketshare • Innovative Interfaces Electronic Resources Management • 241 contracts • 219 installed • Serials Solutions 360 Resource Manager • 140 implementations in production • 209 individual libraries • Ex Libris Verde • 108 library customers

  37. ERM Automation Context

  38. Dis-integrated environment • Integrated Library System • OpenURL Link Resolver • Electronic Resource Management System • Federated Search • Alternative Interfaces

  39. ILS for E-Content? • Failure of the ILS to evolve to provide functionality for electronic content • The ILS vendors were too busy building the systems we were asking them to build • No business model to support major re-development of the ILS • Proliferation of separate modules for functionality that could have been integrated. • E-Content profile module • Native OpenURL resolution

  40. Multiple layers of e-content management • Listings • Linking • Federated search • Back-room management • Comprehensive full-text search

  41. ILS Integration • Scope – what will be managed in the ILS vs external systems • Workflows: • Integrated workflow that treats both electronic and print • Separate workflows for print and electronic

  42. The Gulf between print and electronic content • Current environment fosters separate treatment of print and electronic collections • Back-end processing • End-user interfaces

  43. How to fit ERM data into ILS? • Bibliographic description • Serial holdings records • Vendor files • Fund management • Discrete funds for each collection area • Vendor Performance Reports • Acquisitions /Procurement functions • Payment processing • Interface with local accounting systems • EDI interface with vendors

  44. Comprehensive discovery • Strong interest in next-generation library interfaces that offer a single point of entry for the discovery of all aspects of the library’s collections and services • Books + articles • Print + electronic • Metadata > Full text

  45. Challenges • Comprehensive discovery models for library users • Efficient workflow models for library staff • Sustainable management of electronic content

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