Transcript Document

E-Matrix
A Management Tool
Oct 27th, EPA Meeting
NCSU Libraries
David Goldsmith
Classic Integrated System
MARC
Records
Patron
Records
WEBPAC
circ
transactions
serial
holdings
Serials
Control
Records
item
holdings
Acquisitions
Records
reserve
records
Patron
selfservice
• websites (856)
• e-books
• e-journals
• databases
• datasets
Dis-integrated Library System
• Licensing Files
alpha list of
databases
• ILL Files
• Collection Management Files
• Helpdesk Files
• Statistical Files
subject list of
databases web
subject
e-journal
guides
finder
Authentication
& Authorization
institutional
Serials
TDNet
SFX
Solutions
repository
alert
MyLibrary
services
• websites (856)
• e-books
• e-journals
• databases
NCSU Libraries E-matrix
CHARGE
The ad hoc E-Matrix Committee will
implement a prototype electronic
resources management system to
support acquisition and licensing,
collection management, and resource
discovery for the Libraries' electronic
resources
NCSU Libraries E-matrix
CHARGE (cont)
•
•
•
•
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define the need
survey best practices and related local and national
initiatives
define functional specifications for the system
build a data model which maximizes opportunities
for present and future interoperability with existing
systems (e.g., ILS, MyLibrary, Serials Solutions,
PeopleSoft) and utilization of existing or emerging
standards (e.g., OpenURL, EDI, XML)
implement a prototype.
Electronic Resource Management
Vendor Efforts
Innovative Interfaces’ ERM
Endeavor ENCompass
Sirsi SingleSearch
Ex Libris MetaLib
CARL Goldrush
EBSCO EJS
MuseGlobal
Various Ejournal Finders
http://www.library.cornell.edu/
cts/elicensestudy/
Or
Google=web hub
Library Efforts
DLF Electronic Resource
Management Initiative
California Digital Library
Cornell University
Emory University
Griffith University
Johns Hopkins
Kansas State University
MIT
Penn State
Tri-CollegeConsortium
UCLA
University of Georgia
University of Minnesota
University of Washington
Yale University
E-MATRIX
statistics
technical
support
remote
access
evaluative
data
vendor
data
L
S
Website
Data
Repositories
Catalog
E
M
A
T
R
I
X
Evaluative
Tools
DATA
HOOKS
Other Databases:
E-journal finder
SFX
ETDs
Instn’l Repository
Etc.
LAYER
subscription info
I
PRESENTATION
licensing
A
D
M
I
N
I
S
T
R
A
T
I
V
E
M
E
T
A
D
A
T
A
E-resources
Alert Services
Local DBs &
Collections
Digital
Archives
E-matrix Challenges
Public interface is
secondary concern
Leveraging existing
ILS data
Adherence to
emerging standards
Avoid solutions
looking for problems
What Do We REALLY Want
Evaluation tool- DBs, ejournals, serials
Licensing management tool
Tool that will allow library to leverage
the authoritative ILS database with the
other descriptive and administrative
metadata for comprehensive display &
management
Getting started
Stakeholders: Cataloging, Acquisitions,
Serials, and Collection Management
Identify data that are already being kept
Identify data that are needed for
evaluation, longevity, and various
services
What Did We Do?
Formed more groups
Database evaluation
 Statistics
 Licensing
 Metadata/Data Elements
 ILS Data
 Interface

Emerging Standards
XML Schema for E-resource Management

Workflow, specifications, data elements, schema
CONSER, LC, and the gang
NISO/EDItEUR

Serial subscription data exchange
Liblicense

Basic terms and contracts for licensing electronic
resources
COUNTER and E-Metrics

Statistical counts
OpenURL, HANDLE, PURL, Global registry

Persistent identifiers
Shibboleth: Internet2/Mace authentication project
What Did We Do Next?
ILS MIGRATION

the ultimate excuse
DLF Electronic Resource Management
Initiative

they didn’t take the last 6 months off…
“Borrowed” DLF’s data element
scheme/definitions
Added additional elements for NCSU’s needs
Mapped to our existing data sources
Expanded scope to include print
subscriptions - Collection Enrichment Project
Data Elements
Descriptive –Title, identifiers, provider,
holdings (27)
Licensing – Parties, terms of use, rights,
business terms (74)
Access – URI, authorization, proxy (10)
Administrative – Accounts, configuration,
usage statistics, tech support, contact info
(51)
Evaluative – Resource assessment, impact,
faculty contact enrichment (20)
Current Development
Data Modeling
Data Migration
Workflow Design/Interface
Data Hooks
INTERFACE EXAMPLE (UCLA)
Future Development
Enhance statistical elements/tools as
data becomes normalized
Use data to populate public interface –
OPAC/Website
Integrate the ILS
SUMMARY
E-MATRIX is a management tool
It is being designed to hook into other
resources/datasets as needed
E-MATRIX is a management tool
Thank you
More information available @:
http://staff.lib.ncsu.edu/committees/ematrix