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Consortia & ERM A Vision for Serials Solutions ERMS istina Blanca-Sancho rials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC, Rome
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Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Jan 03, 2016

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Kristin Parrish
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Page 1: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Consortia & ERMA Vision for Serials Solutions ERMS

Cristina Blanca-SanchoSerials Solutions Strategic Marketing Manager

8th European meeting of the ICOLC, Rome

Page 2: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Why Serials Solutions?

Serials Solutions already works with a majority of library consortia, creating an easier path to data sharing among members

Page 3: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Overview of Consortia ERMS Vision

• In the Serials Solutions “Software as a Service (SaaS) model, true consortia management is possible:

– All data resides in the same knowledge base, so data about resources can be easily shared

– User accounts all reside in the same application, using group permissions to determine access and control

– Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface

Page 4: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Current Data Model

Serials Solutions Knowledge Base

Page 5: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Consortia Data Model

Page 6: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

All resources managed from single interface

Page 7: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Example consortia license using ERMS 1.0

Add a license

Page 8: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Example consortia license using ERMS 1.0

Track libraries which have particular resources

Page 9: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

ERMS features & benefits for Consortia

•License Manager

•Contact Manager

•Subscription Metadata

•Alerts

•Vendor Stats

•Notes Manager

•Terms of Use

Page 10: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Integration with local systems

Current• MARC records updating service integrates

ERMS directly with library catalogue• Data can be exported in CSV, XML, & SOH • XML API available

Future• Direct integration with ILS

– First phase: linking– Second phase: sharing of financial data

Page 11: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Example ILS integration: SirsiDynix

Page 12: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Example ILS integration: SirsiDynix

Page 13: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Future Goals

• Consortia resources maintained at consortia level rather than by each library

• Member libraries will automatically have resources available with full license details without re-keying data

• Individual libraries can customize resources to fit local needs (proxies, subjects, coverage dates, etc.)

• Consortia communication needs are met using group alerts and notes

Page 14: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Development Road Map

•Group membership and account management

•Resource inheritance and combined data management

•Licenses and contacts data inheritance

•Notes and alerts group management

•Vendor stats by group

Page 15: Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC,

Questions and comments to:

Cristina Blanca-Sancho

[email protected]