Desperately Seeking E-Resource Management

Desperately Seeking E-Resource Management

Karen CalhounAssociate University LibrarianFor Technical ServicesCornell University LibraryHKIUG - November 30, 2004

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A Short History of Why We Cared

OCLC Cooperative Online Resource Catalog (CORC) project

Cornell’s CORC Report (Dec. 1999) http://www.library.cornell.edu/

staffweb/CORCFinalReport.html CORC eventually evolved into OCLC

Connexion

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Short History, Continued

“CORC can allow collection development and acquisitions staff to assume a broader role in the CUL networked resources workflow… Of particular importance, they could enter those fields that rely on special knowledge of the resource or the acquisitions process… The full potential of the workflow with which we have experimented can be realized only if selectors and acquisitions staff can use a database—CORC or an alternative—that includes those fields and features most useful to them... “

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The Birth of the Digital Library Federation E-Resource Management Initiative (ERMI)

Descriptive metadata is not enough; need evaluative and managerial metadata

This kind of metadata not well supported in library management systems

More research in 2000-2001: “An Application Profile and Prototype Metadata

Management System for Licensed Electronic Resources” (Adam Chandler, Cornell, ALA Lazerow Fellowship)

“Corral the various individual initiatives into a standard solution, a solution less institution specific and thus more valuable to librarianship”

Tim Jewell, University of Washington Work done for the Digital Library Federation (2001-)

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More on ERMI

DLF Electronic Resource Management Initiative Steering Group Ivy Anderson (Harvard), Adam Chandler

(Cornell University), Sharon Farb (UCLA), Tim Jewell (chair, University of Washington), Kimberly Parker (Yale); Angela Riggio (UCLA), Nathan Robertson (Johns Hopkins)

A Web Hub for Developing Administrative Metadata forElectronic Resource Management http://www.library.cornell.edu/cts/elicensestudy/

home.html

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DLF ERMI Deliverables)

Problem Definition/Road Map (lead: Tim) Functional Requirements (lead: Ivy) Workflow Diagram (lead: Kim) Entity Relationship Diagram for Electronic

Resource Management (lead: Nathan) Data Element Dictionary (lead: Angela) Electronic Resources Management System

Data Structure (lead: Kim) XML Investigation (lead: Adam)

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So What?

How are we doing? How are other

libraries doing?

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“misery loves company”

“The three most cited challenges were workload (ensuring sufficient staffing levels to cope with increasing numbers of electronic resources), the need for an electronic resources management module to assist in managing and tracking electronic resources, and the accessing and cataloging of electronic resources” [February 2004 survey, reported in Managing Electronic Resources (August 2004), ARL Spec Kit #282, pp. 13-14].

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Now

E-resources are complex to select, describe, fund, support

2.14 FTE reported (Cornell staff survey) E-resource licensing, maintenance, troubleshooting

Plus selector time Trying to figure out where in the workflow their

purchases are, etc., etc. Plus access services and other staff time

Identifying which resources available for ILL, e-reserves, distance ed, course Web sites, course packs

Plus reference staff time Difficult to readily answer users’ questions

Plus user time (and frustration)

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Some E-resource tasks not supported by current library system

Generating and maintaining alpha and subject lists Loading “aggregator” holdings information License term negotiation, tracking, and

communication processes Wide staff involvement in selection & support Problem tracking Escalation/ triage paths Planned, cyclical product reviews Systematic usage reporting

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Result: creation of many separate documents and applications; and too much knowledge in the mind of a few key staff members.

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Vendor Initiatives (1)

Innovative Interfaces: “ERM” module announced 2003; some 60 sold to III customers, with another 4 or 5 stand alone (non-III) “In creating this product, Innovative

has taken care to comply with the DLF’s (Digital Library Federation) emerging standard for describing electronic resources”

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Vendor Initiatives (2)

ExLibris: “Verde” product announced; release planned by end of 2004 From the outset, Verde was planned to

address the requirements of the Digital Library Federation electronic resource management initiative. The Verde system extends these requirements, particularly in its approach to library consortia and its provision of cost-analysis tools.

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Vendor Initiatives (3)

Endeavor: “Meridian” product announced at ALA (http://www.endinfosys.com/meridian) “The system’s functionality is guided by

the requirements outlined by the Digital Library Federation’s Electronic Resource Management Initiative and interacts with integrated library systems, like Endeavor’s Voyager, for MARC and acquisitions data.”

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Vendor Initiatives (4)

Dynix: ERM White Paper available on the Dynix Web site, development to follow “Dynix is a member of the DLF ERMI

Vendor Reactor Panel and believes that participation in the DLF ERMI will not only help accelerate the introduction of ERM solutions, but will also promote industry interoperability.”

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Vendor Initiatives (5)

SIRSI: integrating ERMI concepts into existing products (prototype shown at ALA)

VTLS: "Verify" product and rapid development plan announced; linking product marketing to NISO "Views" (Vendor Initiative for Enabling Web Services)

Serials Solutions: a subset of ERM functionality will be built into their online management client

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Cornell ERM Functional Specs: Stakeholder Analysis

February 2004, Led a stakeholder analysis of CUL staff ERM needs

DLF ERMI Functional Specifications were used as a basis for the interviews

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Stakeholder Interviews-1

End-User GroupEnd-User Group

•Kibbee

•Hyland

•Engle

•Horne

Resource Admin Resource Admin GroupGroup

•Cole•Copenhagen•Koennecke•Currie•Blankenship

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Stakeholder Interviews-2

Selection/Evaluation & Selection/Evaluation & Business Functions Business Functions

GroupGroup

•Li

•Hsu

•Atkinson

•Block

Bibliographic & Access Bibliographic & Access Management GroupManagement Group

•Rosencrantz•Banush

•Silterra

•Kozak

•Saylor

•Ochs

•Solla

•Westlake

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Stakeholder Interviews-3

• Kara• Davis• Weissman• Hirtle• Rieger• Patrick• Zieba

Across All FunctionsAcross All Functions

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What they wanted…

a better end-user interface

a less complex and labor-intensive process for loading and transferring e-resource metadata

more effective staff support for e-resource selection, evaluation, tracking, administration, and troubleshooting

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Vendor Visit – February 2004

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ERM Implementation at Cornell

HOW’S IT

GOING?

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Advantage of Data Relationships

Resource Record 1 Resource Record 2

Contact info

Orderinfo

Otherinfo

Bib info(title A)

Coverage

Bib info(title B)

Coverage

Coverage

Licenseinfo

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ERM Status at Cornell (1)

Signed contract with Innovative Interfaces, Inc. in summer 2004 for purchase of standalone ERM software

Task force Adam Chandler (IT librarian; data

conversion/migration) Surinder Ghangas (database administrator) Bill Kara (technical services) Jesse Koennecke (access services) Maureen Morris (user interface; public services) Scott Wicks (project leader; licensing; acquisitions)

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ERM Status at Cornell (2)

Server installed Training completed (end of September) Next steps

Resolve data migration details (bib, coverage) Retool CUL workflow Customize public interface Input resource and license data Set switchover date

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Add screenshot(s) of public interface

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ERM Implementation at Cornell

Target date: March 15, 2005

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Cornell ERM Project Websitehttp://www.library.cornell.edu/tsweb/eresources/ermweb/ermprojectsite.htm

Or Google “erm implementation cornell”

Or Karen Calhoun or Scott Wicksksc10@cornell.edu or sbw2@cornell.edu

Questions and Comments