ERMS: A review by QEg9iD

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									 ERMS: A review
       Marshall Breeding
       Director for Innovative Technologies and Research
       Vanderbilt University
       http://staffweb.library.vanderbilt.edu/breeding



NISO E-Resource Management Forum:
    The What, Why, and How for
       Managing E-Resources
   Sept 23-34, 2007 Denver Colorado
Presentation Scope

   Historical context of ERM
   Commercial involvement
   ERM in the context of broader trends
    in library automation
How did we get here?

   The journal collections of libraries
    making dramatic shift from print to
    electronic format
   Existing library automation software
    lacked the ability to accommodate
    libraries needs in managing these
    large collections of e-journal content
Historical context

   Format shift well underway by the late
    1990’s
   Informal systems employed in libraries
    to track e-journal collections
   Automation crisis let to efforts to
    design systems to provide a more
    systematic approach
Chronology of ERM
Development
   Late 1990’s: Jake – Jointly administered knowledge
    environment – public domain collaborative effort to manage
    e-journal holdings data
   2000: Serials Solutions launches A-Z list for e-journals
   May 2002: NISO / DLF Workshop on Standards for Electronic
    Resource Management
   Jun, 2002: Innovative Interfaces announces Electronic
    Resources Management
   Jun 2004: Dynix announces development of Horizon ERM
    product Jun 2004: Ex Libris announces Verde
   Jun 2004 Endeavor Information Systems announces Meridian
    electronic resource management platform
   Jun 2004: VTLS announces VERIFY electronic resource
    management product. Tri-College consortium as development
    partner.
   Oct 2005: Serials Solutions launches ERMS
   Dec 2005 NISO initiative for SUSHI
   Lightening speed??
Data driven

   A fundamental characteristic of the
    ERM involves its reliance on high-
    quality e-journal holdings data
   Software and technology cannot
    compensate for weak e-journal data.
Profile-based
management
   Individual check-in model used for print not
    sustainable with electronic subscription format
   Manage e-journals based on a profile of
    subscriptions
   Struggle to integrate e-Journals with existing
    automation environment
   Interest to move from separate E-journal finding
    aids to a more integrated environment for the
    public
   Interest in integrating management of e-journals
    into overall library workflows
E-Journal Data
   Problem: difficult to know what titles and issues of journal
    content might be available to library users.
   Much content acquired through aggregated products
   Coverage constantly in flux
   Based on ever-changing arrangements between aggregators
    and publishers
   Not possible for libraries to manage manually
   Profile-based strategy
     – Develop a profile of the library’s subscriptions
     – Determine actual holdings based on that profile in combination
       with up-to-date information from knowledgebase.
E-Journal Data Sources

   Jake – Jointly administered knowledge
    environment
   Serials Solutions
   Ex Libris
   Openly Informatics
   TDNet
MARC data services

   Delivery of MARC records that can be
    loaded into the library’s ILS
   Synchronize ILS catalog with external
    e-journal management systems
ERM
A new automation product genre
ERM Goals

   Are we getting everything we’re
    paying for?
   Avoiding overlap or redundancy
   Support for collections decisions
   Vendor performance
   Cost / View
   Trend analysis
ERM Need

   Investments in electronic content increasing
   For many libraries expenditures on
    electronic exceeds print
   Gaps in infrastructure related to the
    management of e-content
    – License terms
    – License text
    – Collection analysis
ILS Vendor involvement
Innovative Interfaces
   One of the largest automation companies serving public,
    academic, and special libraries
   Earliest commercial offering in the ERM genre
   Stand-alone system that can be used independently of
    Millennium
   WebBridge – OpenURL linking product
   Research Pro – federated search
   Content Access Service
    –   e-journal holdings data
    –   MARC Record Service
    –   A-Z list
    –   Web-based profile manager
   In-house development model
Ex Libris

   Company focused primarily on
    academic libraries
   Strategic interest in electronic content
   Technology-focused company
   First in the OpenURL linking front
   Verde launched in 2004
   Primo as public interface for its entire
    product suite
Ex Libris

   SFX
   MetaLib
   SFX Central Knowledge Base
   MARCit Marc Record Service
   Verde
   Primo
   In-house development model
VTLS

   Verify launched in June 2004
   Tri-college Consortium (Bryn Mawr,
    Haverford and Swarthmore) was an
    early development partner (Now
    moving to Verde)
   Version 2 announced Jan 2006
   Minimal sales in US
SirsiDynix
   Dynix developing ERM for Horizon
    – Announced June 2004
   Sirsi Developing ERM for Unicorn
   April 2006: Dropped local development in
    favor of a strategic agreement with Serials
    Solutions
   Working toward a future version of
    Unicorn/Symphony that offers some level of
    integration with SS ERMS.
The Library Corporation

   Primarily focused on public libraries
   Partnership to market Gold Rush
ILS Vendor Perspective

   Mixed strategies
   Several have failed to take advantage
    of opportunities as libraries make
    transition toward increasingly
    electronic collections
   Paved the way for new companies
    specializing in management of
    electronic content
E-content Specialist
Vendors
Serials Solutions
   Revolves around e-journal database
    – 106,000 unique titles
    – 5,000 databases
   360 product suite
    –   360 Link
    –   360 Search
    –   360 MARC updates
    –   360 Resource Manager
   A-Z List
   Federated Search
   Electronic Resource Management
   Federated Search
Serials Solutions

   ERAMS Electronic Resources Access
    and Management Services
    – Collect, Correct, Connect, Control
   See: erams.org
Cambridge Information
Group
   Serials Solutions
    – 360 product suite
    – Ulrichs Serials Analysis System
    – Ulrichsweb.com
   R.R. Bowker
    – Syndetic Solutions
    – Medialab Solutions / AquaBrowser Library
TDNet

   Technology development started in
    1998
   Ben Gurion University in Israel
   First commercial product launched
    Aug 2000
   Subsidiary of Teldon Information
    Systems
   US Subsidiary in West Chester, PA
TDNet e-Resource
Manager
   Searcher Analyzer – Federated Search
   Journal Manager – product for access and
    management of e-journals
   TOUResolver – OpenURL link resolver
   Holding Manager – MARC record service
   Knowledge Base – proprietary repository of
    e-jouranl holdings data (90,000 titles / 600
    collections)
Openly Informatics

   Now a division of OCLC
   1Cate link resolver (One click to
    everywhere)
   UHF Holdings Data Service (60,000
    serial publications / 900 publishers)
   Technology and data products offered
    as integrated components through
    other vendors
Gold Rush
   Developed by the Colorado Alliance of
    Research Libraries
   Includes e-journal holdings database
   Gold Rush Reports
   Gold Rush Complete
    – e-journal locator interface for public
    – OpenURL resolver
    – ERM functionality
   http://grweb.coalliance.org/
   Partnership with The Library Corporation
EBSCO
   No product in the ERM genre per se
   Offers a suite of tools provide a range of services
    that simplifies the acquisition and management of
    e-journals and e-journal packages through products
    like EBSCONET and EJS,
   End-user access to all of a library's e-resources
    through services like EBSCO A-to-Z, LinkSource and
    WebFeat.
   Electronic Journal Service – access and
    management tool. (used by 6,000 libraries)
   15,000 libraries using EBSCONET
Scholarly Stats

   MPS Technologies
   Online portal for statistics related to
    the use of electronic resources
Library Developed
Solutions
NCSU E-Matrix

   Serials, Journals and ERMS
   Late stages of development
   Functionality:
    – Licensing, access, description, reporting
   Development started spring 2003
   http://www.lib.ncsu.edu/e-matrix/
Commercial options
narrowing
   Several products have fallen off
    – ENCompass
    – Meridian
    – Horizon ERM
    – Unicorn ERM
    – LinkFinderPlus
   Library adoption of ERM very slow
    relative to other technology categories
ERM Product suites

   Serials Solutions
   Ex Libris
   TDNet
Marketshare
   Innovative Interfaces Electronic Resources
    Management
    – 241 contracts
    – 219 installed
   Serials Solutions 360 Resource Manager
    – 140 implementations in production
    – 209 individual libraries
   Ex Libris Verde
    – 108 library customers
ERM Automation
Context
Dis-integrated
environment
   Integrated Library System
   OpenURL Link Resolver
   Electronic Resource Management
    System
   Federated Search
   Alternative Interfaces
ILS for E-Content?
   Failure of the ILS to evolve to provide functionality
    for electronic content
   The ILS vendors were too busy building the
    systems we were asking them to build
   No business model to support major re-
    development of the ILS
   Proliferation of separate modules for functionality
    that could have been integrated.
    – E-Content profile module
    – Native OpenURL resolution
Multiple layers of e-
content management
   Listings
   Linking
   Federated search
   Back-room management
   Comprehensive full-text search
ILS Integration

   Scope – what will be managed in the
    ILS vs external systems
   Workflows:
    – Integrated workflow that treats both
      electronic and print
    – Separate workflows for print and
      electronic
The Gulf between print
and electronic content
   Current environment fosters separate
    treatment of print and electronic
    collections
    – Back-end processing
    – End-user interfaces
How to fit ERM data into
ILS?
   Bibliographic description
   Serial holdings records
   Vendor files
   Fund management
    – Discrete funds for each collection area
    – Vendor Performance Reports
   Acquisitions /Procurement functions
    – Payment processing
    – Interface with local accounting systems
    – EDI interface with vendors
Comprehensive discovery

   Strong interest in next-generation
    library interfaces that offer a single
    point of entry for the discovery of all
    aspects of the library’s collections and
    services
    – Books + articles
    – Print + electronic
   Metadata > Full text
Challenges

   Comprehensive discovery models for
    library users
   Efficient workflow models for library
    staff
   Sustainable management of electronic
    content

								
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