Transcript Standards in E-Resource Management JISC Seminar on Standards and the Information Chain, 7th December Robert Bley Sales Account Manager Ex Libris.

Standards in E-Resource Management
JISC Seminar on Standards and the Information Chain, 7th December
Robert Bley
Sales Account Manager
Ex Libris
An E-Resources Management System:
the
vision
“ A system that supports management of the
information and workflows necessary to efficiently
select, evaluate, acquire, maintain, renew/cancel and
provide informed access to e-resources in accordance
with their business and license terms”
- Ivy Anderson, Robin Wendler (Harvard
University Library) and Ellen Duranceau (MIT
Libraries)
E-Resource Management
ERM: A staff tool that deals with…
Relationships
Interfaces, Packages, and their constituent parts
Knowing which resources share the same interface, license
terms, business terms …
Information
License permissions and constraints
User IDs, passwords, administrative info
Contacts for support and troubleshooting
Cancellation restrictions, price caps, etc.
Workflows
Trials
Renewals/cancellations
Implementing access
Notifying relevant staff
…according to the DLF ERMI “standard”
E-Resource Management
Basic ERM Data Elements
Element
Includes data points
such as….
Descriptive
Title fields, holdings,
publisher, ISSN, interface,
package…
Authorized users, ILL rights,
archiving rights…
Price, price cap, relationship
to print…
Administrative password,
vendor contact information…
Licensing
Financial
Administrative and Support
Access
Authorization method
E-Resource Management
The bottom line:
ERM is about more than statistics and licenses
ERMs are (or will become) the library’s corporate
memory for all factors related to electronic resources at
all levels
In filling that role, ERMs become central to all process
and all services within the library
Interoperability with ERMs is vital for all players
in the information chain – including publishers
E-Resource Management
Why ERM? (Management View)
Manage lifecycle events for e-products
Financial management and audit-ability
Tool to centrally store and maintain contracts,
licenses, other raw documents
Rationalize ER processing and related procedures
Search, retrieve, report across management
attributes
Harvest, calculate, apply user and financial statistics
Support consistent workflows to support data quality
Ensure compliance with license terms!
E-Resource Management
The bigger picture
Legacy systems
ERM’s role
Serials
Acq
Homegrown ERM
Licensing
ILL
OPAC
Spreadsheets &
paper records
Process management
Link Server interaction
ILL / resource sharing
Business transaction
Financial system
interoperability
Permission authority
Central and integrated
E-Resource Management
ERMs today touch many different areas
VLEs
Authentication
Serials
Library Web
Applications
Link resolvers
OPACs
Content providers
(& agents?):
Campus Finance
Systems
•Statistics
•Holdings
•Licenses
Metasearch
Acquisitions
ILL Management
E-Resource Management
•Orders, Renewals
•Help Desk
And the current ILS model is …
E-Resource Management
Dis-integrating, or perhaps
E-Resource Management
Re-forming around a new model
E-Resource Management
What we can expect?
Discovery and delivery tools will become more distinct
from ILS/LMS in presentation and function
ERMs will feed just-in-time data to any public service
applications (including discovery, link resolvers,
metasearch, library web apps, VLEs and institutional
portals)
ERMs will eventually subsume (and then, expand on)
large portions of Acq and Serials functionality and
responsibility
EDI is not enough…
E-Resource Management
What we can expect (2)
As the notion of an ILS morphs, interoperability
among the ERM and other vendors’ systems
becomes essential – not just for management,
but also because …
Library efficiency measures and statistics will
assume a streamlined management process
(whether true or not), and interoperability with
other institutional and external systems
E-Resource Management
What we can expect (3)
Increased demand on content providers from
ERMs and libraries for rapid implementation of
SUSHI, License Expression transmission, etc.
Increased transparency from content providers
on pricing (esp. titles within packages) for
meaningful cost-per-use numbers
E-Resource Management
Top 7 Standards Wish List
7. Standard for communicating IP address changes to
content providers
6. Standard for vendors to communicate real-time
availability (that is, advise when you’re down and
when you’re back up)
5. A sub-library level unique library identifier –
something like the SAN but international in scope.
ISO 15511 (ISIL) doesn’t do it …
4. A unique collection identifier for aggregations and
databases: like an ISBN per e-package
E-Resource Management
Wish List…
3. ACQUISITIONS – a set of standard structures
that would encapsulate elements relevant to an
acquisitions transaction:
Order record
Invoice record
Vendor information (selected)
X.12 and current EDI doesn’t do the job
E-Resource Management
Wish List
2. SUSHI
http://www.niso.org/committees/SUSHI/SUSHI_
comm.html
- Will enable evidence-based librarianship
E-Resource Management
Wish List
1. License exchange format
http://www.editeur.org/onix_licensing.html
-Will make it easier to tell users what they can(‘t) do
-Will ensure compliance – linked to link resolvers,
proxy servers and so on…
-Will make for easier comparisons
-Will reduce ambiguity
-… and paperwork!
- There may be a role for intermediaries here?
E-Resource Management
Other vendor <--> library transmissions?
Publisher to Library
Suspected license breach communications to library
Interaction with library financial systems on pay-per-use
titles
Non-e-journal and non-e-book identification and
electronic delivery (for instance, patents, technical
reports, digital objects)
Library to Publisher
Customer incident reporting to publisher when resource
misbehaves
License expression delivery/receipt with library-based
changes (versioning)
E-Resource Management
In conclusion
E-products have changed the priorities for standards in data interchange
Previous models for automated library management are changing,
largely because of e-products
The ERM will is the nexus/crossroad/bridge between libraries and the eproduct world
The ERM will ultimately supplant the ILS for many (perhaps even most)
back-room functions (my opinion :-) )
Content providers will need to exchange data with such systems
The top priorities are (1) the electronic expression of license terms and
(2) the automation of COUNTER stats collection
E-Resource Management
Thank You!
Robert Bley
[email protected]
E-Resource Management