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									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                Estonia
         Canada
                                    UK       Belgium
                                                         Poland
                          Ireland                    Germany
                                    France
                                                         Hungary
             United States    Spain                                        China           Japan
                                                Italy         Turkey
                       Portugal                                                        Korea
                          Morocco           Egypt              Qatar
                                                                   Hong Kong          Taiwan
         Mexico                                         UAE
                                                               Thailand            Macao
                                                                Malaysia
                                                                                    Philippines
                                                                Singapore

                                                         Mozambique
                                    Botswana
                  Chile                                  Zimbabwe
                                  Namibia                                              Australia
                                                        Lesotho
                                      South Africa                                                New Zealand
Corporate Profile – 280+ Employees



             21%


                          21%
     16%




                                Exec. Mgmt.
       9%                       Administration
            5%      28%         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

                                                         Total Customer
                   Rank    Vendor                        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                   ILL permissions
  Payments               Copying permissions
  Renewal dates          Contracts/licenses
  Access restrictions    Management notes
  Access methods         Negotiation details
  IP addresses allowed   Holdings data
  Resource links         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                       1975 – 2001




                                    [Bibliographic Record]
                         Tech      Methods in Spectroscopy
     Payment Details    Services
                        Process        [Holdings Record]
                                        1998 - Present


                                     [Bibliographic Record]
      Vendor Details               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]     [Bibliographic Record]
     Contacts                            License Details    Archives of Brain Studies

                                                                [Holdings Record]
                        [Order Record]                              Vol. 65 -
                          Payments
ERM Staff Interface
Title Tracking
License Overlaps
Resource Record Detail
License Tracking and Reporting
      Protected Field




Combined Value Field
    Tickler and E-mail
Contacts Management Alerts
Batch Loading
Managing E-resource Metadata

                                            ERM

     Vendor Data                    EBSCOhost : EJS
•Research in the Economy
•Vol. 1, 1998 to Present
•http://ebscohost.com/AE
•In: EBSCOhost
                            Research in the Economy
•Trends in Sociology
•V. 16, 1996 to Present
•http://ebscohost.com/TS
                              Vol. 1, 1998 to Present
•In: EBSCOhost

                                  Trends in Sociology
   The system determines
   the appropriate action                  Vol. 16, 1996 to Present
   for each record
Sources:
• EBSCO                        Batch Loading:
• Serials Solutions            • Creates new holdings
• TDNet                        • Links titles to resources
                               • Updates URLs
 Formats:                      • Updates coverage
• Spreadsheet                  • Identifies updates, new
• Text file (Do It Yourself)    records, deleted titles
• Innovative XML
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                  Second Group
  “Developers”                 “Beta”


  • Glasgow University         • CISTI
                               • Library of Congress (stand
  • The Ohio State               alone)
    University
                               • National Institutes of Health
  • University of Washington   • Oregon Health Sciences
  • University of Western      • University of Arizona
    Australia                  • University of California, San
  • Washington State             Diego
    University                 • 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          • Advanced searching
  • Bibliographic records      • Basic system setup and
  • Resource records             administration
  • License records               – Login administration
                                  – Passwords and
  • Holdings records
                                    authorization
  • Vendor records                – Backup
  • Bibliographic record          – 2 Staff user licenses
    loader (MARC)
                               • Innovative DBMS or
  • XML and Text File Loader     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.

								
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