Meeting the e-resources challenge through collaboration: an OCLC perspective on effective management, access and delivery of electronic collections
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NASIG Conference May 2, 2014Meeting the E-
Resources Challenge through Collaboration
An OCLC perspective on effective management, access and delivery of electronic collections
Maria Collins, North Carolina State UniversityDawn Hale, Johns Hopkins UniversityRene Erlandson, University of Nebraska OmahaAndrew K. Pace, OCLCJill Fluvog, OCLC
The challenge of
“e”
The world’s libraries. Connected.
By 2020, it’s predicted that
80%
of academic library expenditureswill be on e-resources.
0%
20%
40%
60%
80%
100%
The world’s libraries. Connected.
Yet, alarmingly…
94%
of librarians still rely on
spreadsheets
for electronic resourcemanagement.
0%
20%
40%
60%
80%
100%
Maria CollinsAre we there yet? Challenges of ERM (a journey)
Dawn HaleManaging E-Resources: Lifecycle Challenges & Potential
Andrew PacePurpose-driven Electronic Resource Management
Rene ErlandsonWMS Reality Check
AgendaThe problem, the promise, the role of
collaboration
• Research and reports• Short-term advisory groups for service introductions• Generally 1:1 Publisher Relations team• Content Provider eQuality group• Electronic Resources Advisory Council (3 years)
Collaboration and the Cooperative“How can OCLC help?”
The world’s libraries. Connected.
Meeting the E-Resources Challenge
An OCLC Report
Download a copy of the report at:
oc.lc/e-resources
Provide services that are: • Shaped • Informed• “built” • and improved by the efforts of global community.
Cooperation + collaboration = Acceleration!
Collaboration and the Cooperative“How can OCLC help?”
Are we there yet? Challenges of ERM (a journey)
Maria CollinsHead of Acquisitions & DiscoveryNorth Carolina State University
ERM: A long and winding path
Challenge: Mainstreaming ERM
• ERM as core• Why this is a good
idea?• The costs of
exceptional workflows
• Potential roadblocks
Challenge: Creating workflow-centric design
• What are workflow-centered processes?• How do we get there?• Why is this approach useful?• Potential barriers
Challenge: Achieving Scale
• Understanding how siloed systems and processes don’t scale
• Problems and examples
• Shift to global• Supporting
community-driven efforts (GOKb, OCLC’s WorldCat KB)
Challenge: Doing more with less
• Why automation has to happen?
• Why is this difficult?• Don’t look back!• Benefits and changes
Challenge: Supporting Local
• Managing increased expectations while streamlining processes
• Balancing tensions and resources
• Seeking flexible systems that can provide local support
Challenge: Living with Siloed ERMS
• Growing what is ready; making do with the rest
• Contributing to the conversation
• The costs of ERM without integrated solutions
Challenge: Industry Readiness
Importance of collaborative conversations and collective action.
Strategies for getting down the road
• New directions to help with the journey
• Global community investment
• Iterative design; workflow focus
• Support for automation• Support for
collaboration
ARE WE THERE YET? ALMOST….
NASIG May 2, 2014Dawn Hale
Head of Technical Services Johns Hopkins University
Managing E-Resources: Lifecycle Challenges &
Potentials
10 years later
A walk in the park The challenges
Evolution in tools for managing e-resources
• Spreadsheets, locally-developed systems, ILS
• Standalone disparate systems - Link resolver, ERM, proxy, ILS, discovery tool(s), use statistics
• Webscale systems
Streamlining opportunities
• Selection & evaluation of content
• Backend management & integration with book jobber, subscription agent
• Discovery
E-management challenges
• Retaining perpetual access rights when resources move from vendor to vendor
• Local workflow management & internal communication
•Problem tracking separate
Increased publishing output
• Self publishing
• Content aggregation
• Consortial purchasing
• Shared collections
Business models exploit potential of network technology
• Demand Driven Acquisitions (variety of models)
• Models incorporating use, value, market
Managing the transition to open access
• Subsidize author APC charges
• Negotiate/manage hybrid open access agreements
• Enhance open access metadata to facilitate discovery
Discovery challenges•Content harvested in mega-index
•Non-inclusion of publisher metadata in indexes
•Uneven quality & timely distribution of vendor metadata
•Proprietary formats & protocols for data exchange
• Default ranking and returning of search results
Collective challenges
• Budgets constraints
• Increased scale/number of e-resources
• User expectations: “instant” access
• Collective problems require collective action in developing solutions
STANDARDS/ BEST PRACTICES
Link resolvers Open URL, IOTA
KB metadata exchange
KBART
Use Counter, SUSHI Cost: CORE
License terms Onix PL, SERU
Works DOI, ISSN, ISBN, ISTCCarriers:Presentation: PIEJTransfer of Code Practice
MARC, XML-ONIX
Data Exchange Institutions Identifiers WorldCat RegistryShibboleth
ISNI
Discovery Open Discovery Initiative
Ongoing success
Ability to transition from institution-centric to user-centric networked world
based on dynamic exchange of data between publishers, vendors, libraries
to connect our users with electronic content.
The world’s libraries. Connected.
THE E-RESOURCE MANAGEMENT WORKFLOW
Andrew K. PaceExecutive Director
Networked Library Services, OCLC
Electronic Resource Management: A Brief History
My first ERM
Pros:• Sturdy• Fire-proofCons:• No network capability• Not very scalable
Electronic Resource Management: A Brief History
My second ERM
Pros:• Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)• Capable of learning/adapting to new scenariosCons:• 10s of thousands of dollars per year to maintain • Shuts down completely in sleep mode for 7-8 hours per night
Electronic Resource Management: A Brief History
My third ERM
Pros:• Built for purpose• Manages massive complexityCons:• Built for purpose• Manages massive complexity
Electronic Resource Management: A Brief History
My last ERM
Pros:• Sturdy• Fire-proofCons:• No network capability• Not very scalable
Pros:• Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)• Capable of learning/adapting to new scenariosCons:• 10s of thousands of dollars per year to maintain • Shuts down completely in sleep mode for 7-8 hours per night
Pros:• Built for purpose• Manages massive complexityCons:• Built for purpose• Manages massive complexity
• Built for utility• One knowledge base:
SELECT, ACQUIRE, DESCRIBE, DISCOVER, ACCESS, RENEW
• Offers Discovery and Access components by default
• Fits library workflows• Purpose Driven
Pros:• End-to-end e-resource/Serial management (management, discovery, and
delivery)• Leverages aggregated data—bibliographic, vendor, access, license• Completely cloud-based (like the content it manages)Cons:• None found yet
Ask yourself
• Is my solution: – Technology driven?– Standards driven?– Current workflow driven?– Library problem driven?
Then remember….
“Just because yours is better than everyone else’s doesn’t mean it’s any good.”
Intelligent workflows
Connected to a global data network
Powered by library cooperation
eWorkflows, eManagement, eDiscovery, eAccess, eSharing • Knowledge base management• Link resolver, Citation Finder (journals, databases, ebooks)• A-Z lists (journals, databases, ebooks)• eArticle Delivery• eBook Demand Driven Acquisitions• Local system record delivery and upkeep• Syndication of eHoldings to 3rd party providers• eResource Management: subscriptions, licenses, rights, vendors• Workflow: trials and negotiations• Identity Management• Access: local and remote access administration• eAnalytics / Usage
EVERY library is using 0-12 applications to do all of the following
Intelligent workflows
eWorkflows, eManagement, eDiscovery, eAccess, eSharing • Knowledge base management• Link resolver, Citation Finder (journals, databases, ebooks)• A-Z lists (journals, databases, ebooks)• eArticle Delivery• eBook Demand Driven Acquisitions• Local system record delivery and upkeep• Syndication of eHoldings to 3rd party providers• eResource Management: subscriptions, licenses, rights, vendors• Workflow: trials and negotiations• Identity Management• Access: local and remote access administration• eAnalytics / Usage
Intelligent workflows
SELECTION, ACQUISITION, DESCRIPTION, DISCOVERY, ACCESS, RENEWAL
Together again, for the first time.
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
Intelligent workflows
WorldCat Global Data Network
Bibliographic(E/P/D)
Holdings(E/P/D)Article citation
and full-textCentral Index
VendorData
Authorities
E-Collections
E-Licenses
Works
Acquisitions
Circulation
ILL
EZproxy
License Manager
Collection Manager
Record Manager
Analytics
Cloud-based Applications
Connected to a global data network
Content Partners
Connected to a global data network
Consumer Services
Connected to a global data network
Connected to a global data network
There are nearly 1,300 libraries using the WorldCat knowledge base in some way.
Over 360 million holdings for e-books and e-journals managed in the KB.
Powered by library cooperation
knowledgebase
5,600 + providers
1. Member libraries approve/deny changes before they are made.
Phase 1
Knowledge Base Cooperative Data Management
Powered by library cooperation
See changes to global KB collections before they are applied
Powered by library cooperation
knowledgebase
5,600 + providers
2. Members can make changes to existing knowledge base records
Knowledge Base Cooperative Data Management
Phase 2
Powered by library cooperation
5,600 + providers
3. Members can add new records and new collections.
knowledgebase
Phase 3
Knowledge Base Cooperative Data Management
Powered by library cooperation
Intelligent workflows
Connected to a global data network
Powered by library cooperation
Applications come and go, but we must build them around solving library problems, not just around standards, new technologies, and dated workflows.
In conclusion….
OCLC member libraries, OCLC itself, and OCLC’s 3rd party partners comprise the largest supplier of library data. We will continue to deepen those data relationships. A rising tide floats all boats
The most successful strategy for libraries is fueled by the ethos of cooperation that distinguishes both our profession and the services offered by OCLC.
WMS
Realit
y Check
Rene Erlandson
University of Nebraska Omaha
University of Nebraska Omaha• Metropolitan University• 15,000+ Students• Criss & UNO-Kaneko
Libraries• 1.5M eresource titles
• ILS• DISCOVERY • ERM• Link Resolver• A-Z List• Remote Access
Authentication
Local, Local, Local
WMS @ UNO• Meta Data/Bib
Data • Acquisitions
Management • Administrative
Management • License
Management
Advantages of eResource MGT in WMS
• Unified Service platform• Acquisitions/Administration/
License Mgt• Select/Activate Discovery Access
Immediately• No more manual coverage & MARC
record loads• Community participation in data
quality assurance & maintenance
• Usage Stats Dashboard • Ability to gather & embed usage data &
link to cost data element• Linked access to eResource data elements
within platform• Metadata separate tab• License record separate tab• Order info separate tab
• Customizable Reports
Wish-list
Discussion
• Report – http://oc.lc/e-resources
• Article by Maria Collins and Jill Grogg: Building a Better ERMS. Library Journal 136, no. 4 (March 1, 2011): 22-28. Available at: http://www.libraryjournal.com/lj/ljinprintspecialty/889092-480/building_a_better_erms.html.csp
[NISO white paper] At ERMS Length: Evaluating Electronic Resource Management Systems
http://oc.lc/CollinsArticle
• SlideShare posting of this PPT• Paper based on the session
Resources
Explore. Share. Magnify.
Maria Collinsmaria_collins@ncsu.edu
Dawn Haledhale@jhu.edu
Rene Erlandsonrerlandson@unomaha.edu
Andrew Pacepacea@oclc.org
Jill Fluvogfluvogj@oclc.org
Thank you!
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