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Electronic Resource Management: a Vended Approach

Learn how UCSD Libraries improved e-resource management by adopting a vended system, addressing challenges & exploring future directions. Positive experiences, challenges, and future development highlighted.

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Electronic Resource Management: a Vended Approach

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  1. Electronic Resource Management: a Vended Approach Tony Harvell Head of Acquisitions UCSD Libraries tharvell@ucsd.edu

  2. Background of UCSD Libraries • Subscribe to over 400 paid “electronic resources” (including e-journal packages, aggregators, databases, CD-ROMs) • About 60% are purchased consortially through California Digital Library • Innovative Interfaces user since 1987 • Full-level cataloging done on nearly all e-journals (both for UCSD and the CDL)

  3. Need to better manage e-resources • Shift to e-only journal access (over 8,000 paid e-journals) • E-resource budget share continues to grow (in excess of 15% currently) • Need to track resources from trial through licensing negotiation and payment • ILS had no means monitoring all activities so many separate files were being maintained, many in paper

  4. Considerations • Identified all potential users of an ERMS • Identified the potential uses of the system • Examined amount of human resources and computer resources needed to develop and maintain the system • Is system scaleable and sustainable? • Is financial support available for future developments and enhancements?

  5. Options available • Develop system in-house • Costs prohibitive • IT staff unavailable • Adopt (purchase?) system from another library • UCLA • Purchase a vended system

  6. Vendor solution • Innovative Interfaces Electronic Resources Management was in development at this time • Our library has historically been a “beta test” library for other III products • We believed it would require little or no local programming or development • We hoped it would be fully integrated into our existing ILS

  7. Implementation • Installation in October 2003 • WebEx training from III • Working Group created to evaluate product, provide feedback to III, and develop local standards for implementation • Participate in e-discussion list and conference calls with other users

  8. Positive experiences • Uses same platform as our existing Web- based technical services components • Can build database using existing records for orders and holdings • Offers quite a bit of local customization ability and locally defined fields and labels • Generally follows the Digital Library Foundation’s ERMI standards and practices

  9. Challenges • Because it is in beta, there is no documentation and “kinks” are continuously being worked out • System architecture may require us to rethink how we currently catalog electronic resources • OPAC display is currently being developed, so we may have to redesign OPAC screens • Not clear as to how it can be used to develop our e-resources portal (SAGE) which includes both licensed and open-access resources

  10. Future directions • Experiment with E-holdings loads • Work with public services staff to redesign OPAC displays to incorporate ERM data • Develop resource records that monitor vendor performance and track usage statistics • Possible adoption for consortial use by UC libraries?

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