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April 2006April 2006 © Ringgold 2006© Ringgold 2006

ERM and the LMSERM and the LMScurrent status and future current status and future

trendstrends

Peter EvansPeter Evans

LibrariesLibraries Hatfield Polytechnic (Univ. Hertfordshire)Hatfield Polytechnic (Univ. Hertfordshire)

SuppliersSuppliers Dynix, Geac, Fretwell-DowningDynix, Geac, Fretwell-Downing

Ringgold IncRinggold IncBiblio TechBiblio Tech Biblio Tech ReviewBiblio Tech Review Serials-eNewsSerials-eNews

OpenRFPOpenRFP Online RFP generation and responseOnline RFP generation and response

ERM / LMS WorkshopERM / LMS Workshop

The Library Management SystemThe Library Management System

The rise of the ERM systemThe rise of the ERM system

Functions of ERM systemsFunctions of ERM systems Digital Library FederationDigital Library Federation

Current vendor offeringsCurrent vendor offerings

SurveySurvey

QuestionsQuestions

The Library Management SystemThe Library Management System

30 year legacy30 year legacy

ModularModular

IntegratedIntegrated

LargeLarge

complexcomplex

Customer facingOPAC

Titles

Circulation

cataloguing

Serials

Acquisitions

Back office

OPAC

Titles

Circulation

cataloguing

Serials

Acquisitions

Back office

Life was simple thenLife was simple thenUser facing

OPAC

Titles

Circulation

cataloguing

Serials

Acquisitions

Back office

Web Portal

Z39.50

OpenURL – Link

resolvers

e-Titles

e-Titles

e-Titles

Libraries

User facing

NowNow

The problems of e-resourcesThe problems of e-resources

Discovery – what is out there ?Discovery – what is out there ?Delivery – how does the user get it ?Delivery – how does the user get it ?ControlControl Authentication – who are you ?Authentication – who are you ? Authorization – what can you use ?Authorization – what can you use ? Collection developmentCollection development Actions – what can you DO with them ?Actions – what can you DO with them ? Timescales – how long can you use them ?Timescales – how long can you use them ? Payments – to suppliers, authors etc.Payments – to suppliers, authors etc.

Back office

Digital Library FederationDigital Library Federation

A group of librariesA group of libraries British LibraryBritish Library Columbia UniversityColumbia University Cornell UniversityCornell University Harvard UniversityHarvard University Library of CongressLibrary of Congress New York Public LibraryNew York Public Library

and alliesand allies Joint Information Systems Committee (JISC)Joint Information Systems Committee (JISC) OCLC Online Computer Library CenterOCLC Online Computer Library Center RLGRLG

print version

publication electronic version collection acquisition

user groupavailable tolicense/

terms of use

library

participatinglibrary

user

member

organization

publishes

provides

vendslicenses

Entity-Relationship Entity-Relationship Diagram for Electronic Diagram for Electronic

Resource ManagementResource ManagementNISO/DLF Workshop, 10 May 2002NISO/DLF Workshop, 10 May 2002

Nathan D.M. RobertsonDatabase Analyst/ProgrammerSheridan Libraries, Johns Hopkins [email protected]

OpenRFPOpenRFP

DLF functionsDLF functions AcquisitionsAcquisitions LicensingLicensing Rights managementRights management UsageUsage PerformancePerformance Data linkageData linkage

Current situationCurrent situationCompanyCompany ProductProduct StatusStatus

InnovativeInnovative Electronic Resource Electronic Resource Management Management

2002: Version 3: 60 sold; 2002: Version 3: 60 sold; standalone alsostandalone also

Library of CongressLibrary of Congress

Ex LibrisEx LibrisVerdeVerde

2004: Version 2.0 April 20062004: Version 2.0 April 2006

Calif. Dig. LibraryCalif. Dig. Library

Cranfield (Unicorn)Cranfield (Unicorn)

VTLSVTLS VerifyVerify2005: Beta : FRBR 2005: Beta : FRBR compliantcompliant

SirsiDynixSirsiDynix ERM(Horizon)ERM(Horizon)Article Linker from SSArticle Linker from SS

SirsiDynixSirsiDynix ERM (Unicorn)ERM (Unicorn)2005: V1 2005: V1

Holistic viewHolistic view

TDNetTDNet e-Resource Managere-Resource Manager Partner with HarrasowitzPartner with Harrasowitz

Colorado AllianceColorado Alliance Gold RushGold RushStandalone: Partnership Standalone: Partnership with TLCwith TLC

EndeavorEndeavor MeridianMeridian Summer 2005: V1Summer 2005: V1

Serials SolutionsSerials Solutions ermSermS Summer 2005: V1Summer 2005: V1

EBSCOEBSCO Registration TrackerRegistration Tracker Partial solutionPartial solution

Integrated system or separatesIntegrated system or separates

Integrated systems are goodIntegrated systems are good

Best of breed is better ?Best of breed is better ?

StandardsStandards Help the data move from system to systemHelp the data move from system to system Help modules speak to each otherHelp modules speak to each other

Vendors and systemsVendors and systems

Part of an LMSPart of an LMS SirsiDynixSirsiDynix

Stand alone Stand alone Serials SolutionsSerials Solutions

Integrated + Stand aloneIntegrated + Stand alone Innovative (Electronic Resource Management)Innovative (Electronic Resource Management) Ex Libris (Verde)Ex Libris (Verde)

Subscription agent systemSubscription agent system Ebsco TDNetEbsco TDNet

OtherOther GoldRushGoldRush

The FutureThe Future

More, richer functionalityMore, richer functionality

Better authentication and authorisationBetter authentication and authorisation

Easier controlEasier control

Balanced, informed purchasing decisionsBalanced, informed purchasing decisions

ERM will become the centre of all library ERM will become the centre of all library management operationsmanagement operations

The ERM IS the LMSThe ERM IS the LMS

The LMS is really a The LMS is really a

““Print Resource Management system”Print Resource Management system”

Both the traditional LMS and the ERM Both the traditional LMS and the ERM system are special cases of asystem are special cases of a

““Resource Management System”Resource Management System”

The futureThe future

Integrated Resource Management systems Integrated Resource Management systems replacing the separate / linked systems replacing the separate / linked systems

being built todaybeing built today

P and E resourcesP and E resourcesFunctionsFunctions P-ResourcesP-Resources E-ResourcesE-Resources

LicensingLicensing Simple: copy restrictions, Simple: copy restrictions, no loan for tradeno loan for trade

Complex: time controls, Complex: time controls, place controlsplace controls

Usage Usage Simple: rationing via loan Simple: rationing via loan periods, loan limitsperiods, loan limits

Can be complex: number Can be complex: number of uses, purposes etcof uses, purposes etc

AcquisitionAcquisition Simple: discounts, Simple: discounts, multiple copy dealsmultiple copy deals

Package deals, market Package deals, market separationseparation

TrialsTrials Approval schemesApproval schemes Trials with feedbackTrials with feedback

invoicinginvoicing Simple – separate from Simple – separate from accessaccess

Complex – linked to Complex – linked to accessaccess

budgetsbudgets As requiredAs required More complex to analyse More complex to analyse subject usesubject use

Collection dev.Collection dev. SimpleSimple Complex – overlapping, Complex – overlapping, changing deals. Time changing deals. Time limited access.limited access.

OPAC

Titles

Circulation

cataloguing

Serials

Acquisitions

Back office

Web Portal

Z39.50

OpenURL – Link

resolvers

e-Titles

e-Titles

e-Titles

Libraries

User facing

NowNow

ERM

ResourcesBack office

Libraries

User facing

Future 2Future 2

e-Titles

e-Titles

e-Titles

ASAD GePuRMS

Licensing

Rights Management

CataloguingAcquisitions

Discovery

Delivery

Authentication

Authorisation

Web portal

Z-39.50

ERMRMS

Future problemsFuture problems

E-booksE-books

Print on demand from e-resourcesPrint on demand from e-resources

E-learningE-learning

Institutional repositoriesInstitutional repositories

Pre-printsPre-prints

DissertationsDissertations

Market surveyMarket survey

Running an ERMRunning an ERM

ImplementingImplementing

ProcuringProcuring

ThinkingThinking

Decided againstDecided against

Market SegmentsMarket Segments

Large AcademicLarge Academic

Medium/Small academicMedium/Small academic

PublicPublic

SpecialSpecial

Running Implementing Procuring Thinking Decided against Totals

Large academic 1 1 1 1 1 5Medium/ small academic 2 3 0 3 0 8Public 0 0 4 5 2 11Large special 0 0 0 0 2 2Medium/ small special 0 2 2 2 0 6

Totals 3 6 7 11 5Large academic 33% 33% 33% 33% 33%Medium/ small academic 67% 100% 0% 100% 0%Public 0% 0% 133% 167% 67%Large special 0% 0% 0% 0% 67%Medium/ small special 0% 67% 67% 67% 0%

Market segments

Market Survey

Questions/DiscussionQuestions/Discussion

Main links and sourcesMain links and sources

Digital Library FederationDigital Library Federation www.diglib.orgwww.diglib.org – functions, entity diagrams – functions, entity diagrams

LicensingLicensing www.library.yale.edu/~llicense/index.shtmlwww.library.yale.edu/~llicense/index.shtml

www.openrfi.comwww.openrfi.com | services | resources | services | resources These links These links This presentationThis presentation

The EndThe End