Title: Electronic Resource Management
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2Electronic Resource Management
- Who libraries, vendors, patrons
- What the scope and extent of ERM
- When a timeline of work thus far
- Where in libraries, at vendors
- Why advantages and risks
- How development efforts at NCSU Libraries
3Presentation outline
Who
What
When
Where
Why
How
4What is ERM?
- Digital Library FederationElectronic Resource
Management Initiative(DLF ERMI)
As libraries have worked to incorporate
electronic resources into their collections,
services and operations, most have found their
existing Integrated Library Systems to lack
important functionality to support these new
resources. - Digital Library Federation
Electronic Resource Management Initiative
Report August 2004
5Who is working on ERM?
- Goals
- Describe architectures needed to manage large
collections of licensed e-resources - Establish lists of elements and definitions
- Write and publish XML Schemas/DTDs
- Promote best practices and standards for data
interchange
- Team
- Ivy Anderson (Harvard)
- Adam Chandler (Cornell University)
- Sharon E. Farb (UCLA)
- Timothy D. Jewell (Chair, University of
Washington) - Kimberly Parker (Yale)
- Angela Riggio (UCLA)
- Nathan D.M. Robertson (Johns Hopkins)
6Who is working on ERM?
- 46 pages of text
- Describes the problem
- Outlines existing solutions and efforts
- Introduces the appendices. . . .
- Appendix A Functional Requirements
- Appendix B Workflow Diagram
- Appendix C Entity-Relationship Diagram (ERD)
- Appendix D Data Element Dictionary
- Appendix E Data Structure
- Appendix F XML Investigation
7Who is working on ERM?
Vendors
- CARL / TLC Gold Rush
- EBSCO Electronic Journal Service
- Elsevier / Endeavor Meridian
- Ex Libris Verde
- Innovative Interfaces ERM module
- Serials Solutions ERMS
- SirsiDynix Horizon Electronic Resource
Management - TDNet e-Resource Manager
- VTLS VERIFY
8Who is working on ERM?
Libraries
- MIT
- Penn State
- Tri-College Consortium
- UCLA
- University of Georgia
- University of Minnesota
- University of Washington
- Yale University
- Boston College Library
- California Digital Library
- Cornell University
- Emory University
- Griffith University
- Johns Hopkins
- Kansas State University
9Who does ERM affect?
Serials Librarians Acquisitions
Staff Catalogers Digital Library
Developers Collection Managers Systems
Librarians Web Librarians Reference
Librarians ILS Managers Bibliographers Faculty Sta
ff Students ILS Vendors Knowledge Base
Vendors Subscription Agents Publishers
EVERYBODY
10What is ERM, and why get involved?
- Electronic Resource Management is an attempt to
address the shortcomings of existing systems,
processes and procedures for managing collections
that are available in electronic format and
generally subject to licensing terms, conditions
and restrictions.
11Classic Integrated System
MARC Records
Patron Records
Patron self-service
WEBPAC
circ transactions
- websites (856)
- e-books
- e-journals
- databases
- datasets
reserve records
item holdings
serial holdings
Acquisitions Records
Serials Control Records
12Dis-integrated Library System
- Licensing Files
- ILL Files
- Collection Management Files
- Helpdesk Files
- Statistical Files
alpha list of databases
subject list of databases
Library Portal
web subject guides
- websites (856)
- e-books
- e-journals
- databases
- datasets
e-journal finder
institutional repository
TDNet
SERIALS!!!!
Serials Solutions
SFX
Openly
alert services
Authentication Authorization
13Serials?
- Dude, thats not cool.
- This isnt NASIG, man.
- I wanted to hear about ERM!
- I wont even touch that serials stuff, getting
involved with that is just throwing your whole
life away
14Serials?
- E-journals are, well, still journals
- Databases
- Subscription oriented commit payments on a
continuing basis - Content is licensed and leased access is based
on a continuing relationship with a publisher or
vendor - Contain serial content that is updated on a
continuing basis
15Serials?
- Format fetishism
- vs.
- management functions
16Its the economy, stupid.
17Its the SERIALITY, stupid.
18The Previous NCSU Libraries ERM System
19The David Goldsmith v2002 ERM System
- Pros
- Intelligent query interpretation logic and
reasoning (uses fuzzy logic technology) - Capable of learning/adapting to new scenarios
- Cons
- 10s of thousands of dollars per year to maintain
- Shuts down completely in sleep mode for 7-8 hours
per night - Availability to staff subject to meeting schedule
of a department head
20How NCSU Libraries E-Matrix
- July 1999 NCSU E-Shepherding specification
written (and shelved) - 2000-2002 the square peg and round hole era ?
ERM begins to emerge DLIF-ERMI takes shape - Fall 2002 electronic resources in the catalog
E-Journal Finder SFX Licensing database
Collection Management OASIS database? E-Matrix
begins to emerge
21NCSU Libraries E-Matrix
- An ad hoc committee 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 and all the
print journals, too, please
22E-Matrix
ADMINISTRATIVE METADATA
Website Catalog E-resources Alert Services Local
DBs Collections Digital Archives
licensing
I L S
Data Repos- itories
subscript-ion info
statistics
E-MATRIX
DATA HOOKS
PRESENTATION LAYER
technical support
remote access
Other Databases E-journal finder ETDs Instnl
Repository Etc.
evaluative data
Evaluative Tools
vendor data
23The Crew
- Andrew Pace, Systems, Chair
- Kristin Antelman, Administration (IT)
- Karen Ciccone, Natural Resources Library
- Karen Letarte, Cataloging
- David Goldsmith, Acquisitions
- James Jackson Sanborn, Digital Library
Initiatives - Sandra Logeson, Systems (Programmer)
- Stephen Meyer, Project Fellow
- Tim Mori, Systems
- Greg Raschke, Administration (Collections)
- Shirley Rodgers, Systems
- Rob Rucker, Distance Learning Services
- Will Wheeler, Collection Management
24E-matrix Challenges
- Public interface is secondary concern
- Leveraging existing dataall of it!
- Workflow, Workflow, Workflow
- Avoid solutions looking for problem
- Embrace the serial work
25E-Matrix Objectives
manage electronic and print serial subscriptions,
other e-resources, support licensing local
control
Acquisitions
enhance access points improve user displays
leverage local metadata access at the work level
Discovery anddisplay
support resource selection, allocation, and
evaluation manage and use faculty-provided data
integrated data reports
CollectionManagement
26Acquisitions
- 19 of total collections budget spent on
electronic resources - 28 of serials budget on e-resources
- Still in a bi-model mode for many titles and
divergent workflow is costly
27Licensing
- Systematically tracking terms and conditions of
materials - Digital Rights Management (DRM) will govern use
over fair use rights - Breach control will increase as vendor monitoring
methods become more sophisticated
28MyLibrary
Patron Database
MyTOCs
MyAccount
Collection Mgmt evaluative data
SJERMs Journals / Serials Electronic
Resources Databases
My Courses
Bib Data
Acquisitions and licensing data
Course Reserves
Statistical Data
Local subjects
Search / Browse
29The public sphere of E-Matrix
- Modeling the facets of access to article
databases, data stores and our journal collection
30Database Descriptions real world examples
- articles - mixed scholarly, popular, news, trade
- articles - news
- articles-scholarly, plus other scholarly
materials - biological data
- books - ebooks, catalog, WorldCat
- citation trails
- company information
- conference proceedings
- digital collections
- directories
- dissertations
- financial data/accounting/taxes
- GIS
- grant information
- images
- industry information
- information about journals
- job and career information
- legal and government information
- maps
- marketing and advertising
- patents and trademarks
- physical data/properties
- portal/website
- preprints
- reference/quick facts (handbooks, encyclopedias,
dictionaries, etc) - social data / statistics / demographics
- standards
- technical reports
31Description of Databasescontainer vs. content
Container What kind of resource is it (e.g.,
article database, online data set, electronic
reference work)?
Content What is inside of, or indexed by, the
container (e.g., citations, images, statistics)?
32Description of Databases (contd)content
description - aboutness
Content description What is the content within a
resource about (i.e., which web subject will it
fall under)?
33Databases in E-Matrix
Backend storage of metadata used by the
redesigned public website
- Assignment of web subjects
- Assignment of resource types
- Assignment of content types
34Web Subjects
- Nutrition
- Operations Research
- Parks, Recreation Tourism Mgt
- Pharmacology
- Philosophy Ethics
- Physics
- Physiology
- Planning
- Plant Biology
- Plant Pathology
- Political Science
- Poultry Science
- Psychology
- Public Environmental Health
- Public Administration
- Religious Studies
- Science Technology
- Social Work
- Sports Management
Aerospace Engineering Accounting Finance Adult
Community College Education Agricultural
Economics Agriculture Animal Science Anthropology
Architecture Art Astronomy Astrophysics Atmosphe
ric Sciences Behavioral Biology Biochemistry Bioin
formatics Biomathematics Biological
Agricultural Engineering Biology Biomedical
Engineering Chemical Engineering Chemistry Civil
Engineering Communication Media Computer
Science Criminology Crop Science Curriculum
Instruction Earth Sciences Ecology Economics Educa
tion Electrical Computer Engineering Engineering
Geology Entomology
Environmental Science Environmental
Technology Ergonomics Family Consumer
Sciences Film Studies Fisheries Wildlife
Sciences Food Sciences Forestry Genetics
Genomics Graphic Design History History of
Science Technology Horticulture Immunology Indus
trial Design Industrial Engineering Information
Science Technology Landscape Architecture Leader
ship Counselor Education Linguistics Literature
Business Management Marine Science
Engineering Materials Science Mathematics Mathemat
ics, Science Technology Education Mechanical
Engineering Medicine, Human Microbiology Music Nat
ural Resource Management Neuroscience Nuclear
Engineering
35Resource types
- data set
- digital collection
- index
- reference
- dictionary
- directory
- encyclopedia
- handbook
36Content types
- annual reports
- articles
- popular
- news
- scholarly
- trade
- bibliographic citations
- books
- citations
- conference proceedings
- dissertations
- grants
- images
- journals
- maps
- patents
- preprints
- scientific properties
- standards
- statistics
- technical reports
- trademarks
37Real world / Data model crosswalks(captured in
E-Matrix)
articles - mixed scholarly, popular, news, trade
?
Container Type(s) Index Content
Included Scholarly articles, Dissertations,
Technical reports
38Real world / Data model crosswalks(captured in
E-Matrix)
biological data
?
Container Type(s) Data set Content
Included Scientific properties Subject(s) Biolo
gyBiological Agricultural Engineering
39Real world / Data model crosswalks(captured in
E-Matrix)
company information
?
Container Type(s) Index, Data set Content
Included Trade articles, Annual reports,
Statistics Subject(s) Business and
managementIndustry
40How do we apply the data model
- Richer reports about our collection
- User-centered resource discovery
41Databases in E-Matrix
- Initial Rollout coincides with a redesigned NCSU
Libraries website - Database tab within the browse by subject area
will be managed through E-Matrix rather than the
catalog - New Alphabetical List of Databases also managed
within E-Matrix
42Databases in E-Matrix
- Added Flexibility and Functionality
- Database-to-subject relevance ranking
- Subject-based descriptions
- Stable URLs
- http//www.lib.ncsu.edu/cgibin/proxy.pl?serverwww
.netadvantage.standardandpoors.com/resourceStand
ardandPoorNetAdvantage - http//www.lib.ncsu.edu/resolver?res352
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45Databases in E-Matrix
- Beyond Initial Rollout
- Additional info available for display
- Enhanced database descriptions
- Markers for content
- Fulltext
- Scholarly
- News
-
- Dynamic Database Lists
- Biological Data
- News Databases
46Databases in E-Matrix
- New Authoring Tools
- Mix and match Content, Containers and Subjects to
create new lists - Author dynamic pages with stored queries
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49Journals E-Matrix
- E-Matrix brings together different manifestations
of a single work - Includes print and electronic
50Managing the journal work
- E-Matrix will manage journals through a locally
assigned resource ID - Data imported from SFX has been matched against
data imported from our catalog - LC Subjects from our catalog mapped to web
subjects when imported into E-Matrix
51Collocating manifestations
- Establishing a link between catalog records and
SFX Knowledgebase records enables
- Summary availability of works Simultaneous
display of electronic and print - Intuitive presentation of holdings Dynamic
retrieval of print holdings combined with web
link to SFX window to access online issues
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55Journal discovery
56Future possibilities for journals
- Subject assignments for core journals
- Content included assignments for core journals
(e.g., scholarly articles) - Public aggregated title / provider displays
57Some expected (and unexpected) discoveries
- Non-standard data aint so bad (SFX KB,
acquisitions, serials, etc.) - Standard data aint as good as you think it is
- Theres a reason no one has provided a definitive
solution for expressing the serial work - ERM strongly suggests radical changes to
technical services workflow - Theres as much data about data as there is data
(at least it seems that way)
58E-matrix / ERM Future
- Taking the E out of E-matrix
- Standards
- Is the ILS superfluous?
- Is MARC dead?
- Will libraries or their vendors corner the ERM
market? - Would we do it again?
- Are we going to share the code?
we must
sure, what the heck
sort of
I can dream, cant I?
yes
definitely
sort of
59Yes, we would do it again
- The Serial Work
- Migration of / Interoperability with existing
data - Putting our development dollars where our
collections dollars are
60How will we share?
http//www.lib.ncsu.edu/ematrix
- Oracle
- Java
- Sirsi
- SFX
- Etc.
- We welcome your thoughts
61E-Matrix Technical Framework
------------------------- JAVA -------------------
------
---------------- ORACLE --------------
JSP
SQL
Stored Java Server Pages
E-MATRIX
Jakarta StrutsXML framework for data flow control
Tomcat Web Server
SQL
HTTP requestsHTML output
SQL
PL/SQL Packages Procedures
Database tables data
Web-based Staff Interfaces