Transcript Document
Electronic Resources Management Stand-Alone Solution Original Presentation to Cornell University August 28, 2003 Revised and Updated June 1, 2004 Innovative Interfaces, Inc. Sandy Hurd Director of Sales, Digital Solutions All slides are proprietary and confidential. They may not be copied or distributed. Company Background Company Overview • Owned and operated by founder since 1978 – Headquartered in Emeryville, CA – Profitable since inception • 25 years of groundbreaking product development – First OCLC interface – First multi-user Acquisitions and Serials Control System • Acquisitions – 1981 • Serials – 1983 – First Java-based library management system – First Electronic Resource Management system • Sustained customer growth in academic libraries – 1,100+ servers installed (serving over 3,500 libraries) – Annual revenue of US $70M + • Systems installed in 40 Countries Innovative Corporate Vision • Consistent management philosophy – Stability of ownership and management – Re-invest in people, products, and services • Customer-focused – User Groups and Director Retreats • 2004 IUG in Boston – 1,400 participants • 2005 IUG in San Francisco - ? – Libraries stay with Innovative – 60-100 new contracts added annually • State-of-the-art solutions – All modules enhanced each year – Evolve the architecture – Develop new products 40 Countries, Help Desk 24/7/365 Finland Sweden Canada UK Estonia Belgium Poland Germany Ireland France Spain United States Portugal Hungary Italy Morocco Turkey Egypt UAE Mexico China Qatar Hong Kong Thailand Malaysia Singapore Chile Botswana Namibia South Africa Japan Korea Taiwan Macao Philippines Mozambique Zimbabwe Lesotho Australia New Zealand Corporate Profile – 280+ Employees 21% 21% 16% 9% 5% 28% Exec. Mgmt. Administration Sales/Mktg R&D Implementation Customer Support Customer Service # 1 Support ratio of 1:7 Information Systems Report Volume 1, Number 11, January 15, 2003 Rank Vendor Total Customer Support Staff Ratio 1 Innovative 145 1:7 2 Gaylord 35 1:8 2 Inmagic 8 1:8 2 Auto-Graphics 10 1:8 2 Sirsi 170 1:8 6 TLC 55 1:9 6 EOS International 20 1:9 8 Keystone 5 1:10 9 Geac 53 1:13 10 Dynix 216 1:14 11 Endeavor 52 1:15 12 CyberTools 3 1:16 13 Ex Libris 44 1:17 14 Open Text 12 1:18 15 VTLS 17 1:23 Introduction to ERM Why are we having these problems? • Publisher imperatives • New types of materials • New procurement methods and documentation • New methods of access • Customer imperatives How do libraries manage today? License Details Paper Files Payment Details Spreadsheets System Details Database Contact Details Anything Managing E-Resources Today Cost Payments Renewal dates Access restrictions Access methods IP addresses allowed Resource links ILL permissions Copying permissions Contracts/licenses Management notes Negotiation details Holdings data And more How did ERM come to be? • Challenges in license management – Storing license information – Managing license acquisition workflow – Quick reference for questions of use: – “Can I do this with this resource?” • Innovative’s response: – Customer-initiated – Real-world architecture – Real-world requirements: • Ticklers • Multi-value fields • Layered permissions • Digital Library Federation’s Electronic Resources Management Initiative (ERMI) ERM Architecture Traditional Relationships [Bibliographic Record] Agricultural Economics [Holdings Record] License Details Payment Details Vendor Details 1975 – 2001 Tech Services Process [Bibliographic Record] Methods in Spectroscopy [Holdings Record] 1998 - Present [Bibliographic Record] Archives of Brain Studies [Holdings Record] Vol. 65 - ERM Enhanced Database Structure [Bibliographic Record] Agricultural Economics [Resource Record] [Holdings Record] 1975 - Present EBSCOhost : Electronic Journals Service [Holdings Record] 1975 – 2001 [Resource Record] [Bibliographic Record] Methods in Spectroscopy Science Direct [Holdings Record] 1998 - Present [Vendor Record] [License Record] Contacts License Details [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Holdings Record] Vol. 65 - ERM Staff Interface Title Tracking License Overlaps Resource Record Detail License Tracking and Reporting Protected Field Combined Value Field Contacts Tickler Management and E-mail Alerts Batch Loading Managing E-resource Metadata ERM Vendor Data •Research in the Economy •Vol. 1, 1998 to Present •http://ebscohost.com/AE •In: EBSCOhost •Trends in Sociology •V. 16, 1996 to Present •http://ebscohost.com/TS •In: EBSCOhost The system determines the appropriate action for each record EBSCOhost : EJS Research in the Economy Vol. 1, 1998 to Present Trends in Sociology Vol. 16, 1996 to Present Sources: • EBSCO • Serials Solutions • TDNet Formats: • Spreadsheet • Text file (Do It Yourself) • Innovative XML Batch Loading: • Creates new holdings • Links titles to resources • Updates URLs • Updates coverage • Identifies updates, new records, deleted titles Coverage Database Patron Interface Via Optional Web OPAC Patron Solutions: A-Z List of Databases & Search Tools A-Z List of Databases Resource Search, A-Z Access, Topic Search Choose the Database Full Resource Display Link to E-journal Content Title Search Title Details Full ERM Details Relationship To Primary ILS • Data interfaces / staff data management – Regular loads of bibliographic data • Loaders included in bundle – Regular loads of holdings/coverage data • Loaders included with bundle – Serials Solutions/TDNet/EBSCO/other – ONIX standard work with NISO + EDItEUR, pilot stage • Patron Interface – Web views via Web OPAC (optional) – Report Writer outputs MARC or other format (optional) – Link from ERM to ILS, link stored in 856, use raw XML or formatted HTML – Develop an API using raw XML ERM Status Installed Development Partners First Group “Developers” Second Group “Beta” • Glasgow University • The Ohio State University • University of Washington • University of Western Australia • Washington State University • CISTI • Library of Congress (stand alone) • National Institutes of Health • Oregon Health Sciences • University of Arizona • University of California, San Diego • University of Nevada, Reno • University of Technology Sydney • Utah State University (stand alone) ERM Stand-Alone Version • In general release March 2004 • Innovative seeks partners to help ensure that the stand-alone version is – Fully featured – Robust – Sophisticated • Local install or access through an ASP model • ERM deployment is top priority ERM Software Bundle • • • • • • • Millennium Editor Bibliographic records Resource records License records Holdings records Vendor records Bibliographic record loader (MARC) • XML and Text File Loader • Advanced searching • Basic system setup and administration – Login administration – Passwords and authorization – Backup – 2 Staff user licenses • Innovative DBMS or Oracle (Linux coming) • Report Writer/Statistics (optional) • Web OPAC (optional) ERM Benefits • Manage more titles • Manage increasingly complex publications and relationships • Manage greater financial investment • Store and manage new types of information • Fulfill the legal obligation to inform of terms of use • Provide more information to more staff and users ERM Summary • Much more than a shrink-wrap desktop product • Architecture second to none • Customization and local control • Designed and supported by technical services and library system experts • Frees staff from maintenance of multiple databases • Frees staff from local development projects Thank you.