Meeting the e-resources challenge through collaboration: an OCLC perspective on effective management, access and delivery of electronic collections

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

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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%


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?”


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 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


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


My third ERM

Pros:• Built for purpose• Manages massive complexityCons:• Built for purpose• Manages massive complexity


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


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


SELECTION, ACQUISITION, DESCRIPTION, DISCOVERY, ACCESS, RENEWAL

Together again, for the first time.














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


Content Partners


Consumer Services



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.


knowledgebase

5,600 + providers

1. Member libraries approve/deny changes before they are made.

Phase 1

Knowledge Base Cooperative Data Management


See changes to global KB collections before they are applied


knowledgebase

5,600 + providers

2. Members can make changes to existing knowledge base records


Phase 2


5,600 + providers

3. Members can add new records and new collections.

knowledgebase

Phase 3






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

http://oc.lc/e-resources

http://www.libraryjournal.com/lj/ljinprintspecialty/889092-480/building_a_better_erms.html.csp

http://www.libraryjournal.com/lj/ljinprintspecialty/889092-480/building_a_better_erms.html.csp

http://oc.lc/CollinsArticle

Explore. Share. Magnify.

Maria [email protected]

Dawn [email protected]

Rene [email protected]

Andrew [email protected]

Jill [email protected]

Thank you!

mailto:[email protected]







Meeting the e-resources challenge through collaboration: an OCLC perspective on effective management, access and delivery of electronic collections

Education

fuzzy logic

electronic

lifecycle

maria collins

knowledge

maintain shuts

sturdy fire

network capability