By Dawn Hale

ALCTS Webinar: Electronic Resources Workflows & Tools

October 23, 2013

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Electronic Resource Management:

Evolution of Workflows & Tools

Presentation Goals

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Overview of electronic resource management tools

First generation approaches: subscription management

Second generation approaches: managing the life cycle

Next generation: dynamic exchange

1st generation Electronic Resource

Management: approaches

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Access relational database

Home grown and consortial systems

Commerical stand alone ERMs

III’s ERM integration with ILS

Open source systems (CORAL, JISC Knowledge Base+,

GOkb)

DLF Electronic Resource Management

Initiative (ERMI)

Influence of ERMI I & ERMI II on:

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Development of

knowledgebase tools

Workflows (trials, licenses)

Standards & best practices

Hale, Dawn (2012, January 20) Dallas outdoor art.

Standards: improving supply chain

workflows with KB tools

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• NISO KBART: Knowledge Bases and Related Tools: A NISO/UKSG

Recommended Practice http://www.niso.org/publications/rp/RP-2010-

09.pdf

Phase 1 (2010) & Phase II (2013)

• NISO PIE-J: Presentation and Identification of e-Journals http://www.niso.org/workrooms/piej

• NISO IOTA: Improving OpenURLs Through Analytics http://www.niso.org/workrooms/openurlquality

Centralized system efficiencies

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Title/package tracking & management

License terms management

Administrative information storage

Vendor contacts

Workflow management

Statistics

Reporting

Workflows often outside ERMs

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Hale, Dawn (2013, October 6) Detours.

Distributed workflows & tools

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Selection: book vendors, subscription systems (e.g., GOBI, Swetswise, Ebsconet)

Communications with vendors & internal

Problem tracking (e.g., email, Jira, Request Tracker, Blogger,

Footprints, Basecamp)

Ebook Patron Driven Acquisitions (ILS)

Challenge of proprietary standalone

system interoperability with:

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Open URL Link resolver

Order & Cost data: ILS acquisitions module, payments

via enterprise financial system

Public access

Proxy

ILL system

Aggregated usage statistics

2nd generation: holistic eresource life

cycle workflow integration model

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Webscale, unified system to manage acquisitions, tracking, licensing, aggregated usage statistics, discovery

Alma, OCLC Webscale Management, Intota, Kuali OLE

Integration with book vendor/subscription agent systems, link resolver, proxy

Hale, Dawn (2013, October 6). Traffic circle

Guidelines & best practices facilitating

life cycle management

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ONIX-Publications Licenses Encoding project

NISO Open Discovery Initiative (http://www.niso.org/workrooms/odi/)

COUNTER (www.projectcounter.org)

NISO Standardized Usage Statistics Harvesting (SUSHI) http://www.niso.org/workrooms/sushi

CORE: Cost for Resource Exchange Protocol (http://www.niso.org/workrooms/core)

Workflow challenges common to

1st & 2nd generation systems

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• Uneven publisher metadata

• License restrictions in sharing metadata/holdings

• Variation in time KB updated (title/coverage changes,

URL changes, mergers)

• Staff time to implement changes locally

Changing landscape

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Open access

New purchase models Shared e-collection purchases

Consortial purchases (bundles, big

deal)

Some databases

transforming to linked

datasets

Impact of linked data

Hale, Dawn (2013, October 6). Fall foliage.

New directions & workflow impacts

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Scale: Dramatic escalation in electronic & digital resources to manage

Reduction in Technical Services staff resources Labor to maintain system & its sustainability

ERM only as good as one’s ability to maintain it

Vendors automating data & metadata creation Reduce redundancies

Minimize data inconsistencies reduce inefficiencies

Emphasis on sharing/re-use/re-purpose data

Tools facilitating data exchange,

indexing & re-using/re-purposing

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International Standard Text Code (ISTC) Registering textual work

Digital Object Identifier System (DOI)

Granular level (e.g., chapters, illustrations)

Automated Name identity management International Standard Name Identifiers (ISNI)

ORCID

• ONIX XML schemas SOH (serials online holdings)

SPS (serials product information)

SRM (serials publication/release information)

ONIX for books (book product information)

Next gen eresource management:

more timely connections

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Dynamic exchange of eresources data between publisher, vendors, library, discovery system, enterprise financial system, link resolver, proxy

Hale, Dawn (2012, January 20) Dallas outdoor sculpture

THANK YOU!

Contact: Dawn Hale

dhale@jhu.edu

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