Stáhnout

Share Resources and MetadataSimply, Efficiently, and Effectively

™

www.serialssolutions.com

CONSORTIA EDITION

Helping Your Library Be the Best Partner for Research

Serials Solutions® 360 Resource Manager, Consortia Edition

AGENDA

►KnowledgeWorks Knowledgebase Overview►360 Resource Manager Overview►360 Resource Manager, Consortia Edition

■ Some Numbers To Think About■ Features and Benefits■ Customer Types and Examples■ Screens Of Functional Examples

►360 Resource Manager Cost Data Acquisitions Import►360 Resource Manager Reporting




►KnowledgeWorks Knowledgebase■ KnowledgeWorks□ Authority knowledgebase reduces work required to maintain

local knowledgebase 600,000+ e-books 110,000+ e-journals 1,500,000+ MARC records

■ Resource Discovery Tool for Librarians□ Collection Development

■ Full integration with all 360 services□ Link, Search, MARC, Counter




►E-Books Publishers Access Medicine American Institute

of PhysicsAPA PsycBooks Berghann Books BioOne Chadwyck Healey

CRC Press EBL: E-Book Library eBooks Corporation Ebrary EBSCOhost eBooks Elsevier

Gale Virtual Reference Library

Hein Online Indiana University Ingenta IOS Press J. Ross Publishing

Knovel M.E. Sharpe MetaPress MDConsult Men's Studies Press MIT

NetLibrary Oxford Reference Online

Oxford Scholarship Online/ Digital Reference Shelf

Project Gutenberg Safari SourceOECD

Springer eBooks Springer Protocols Wiley Interscience William S. Hein & Co.

World Bank eLibrary

Wright American Fiction



►How does the Knowledgebase get updated?■ Create database-specific rules to address reporting

problems from vendors

■ Over 16,000 rules applied to over 750 full-text databases

■ Correct confusing or wrong data□ Example: Crisis / New Crisis / Crisis (2003)



►Error Correcting “Community”■ The Network Effect□ Thousands of librarians use this data every day

□ When one librarian reports an issue, we fix it for all



Top 10 Publisher Changes (June 2008)



How Much Time Can Serials Solutions Save Your Library?



What Does It Cost to Update Databases?►3 locally maintained knowledgebases: ILS Catalog, Link Resolver, ERM

■ Top 10 databases x 3 knowledgebases■ 80 hours per database x 3 knowledgebases = 240 hr/mo

►3000 clients x 240 hr/mo = 720,000 hr/mo

It would require more than one full-time equivalent per client per year . . .

Serials Solutions enables your library to stay up to date and free up resources for more valuable work



►FEATURES & BENEFITS■ Software as a Service (SaaS) Model□ New way of thinking about tools to manage e-resources□ New way of ‘working’ with journals

■ Agile Development□ Chunked development and QA of projects□ Shortened release timelines

Changes and QA are continuous Combination of new features and bug fixes in most releases

□ Reflection of fluid market needs□ Allows development flexibility to work to full capacity

■ Web Native Technology■ Support and Use of Standards




►FEATURES & BENEFITS■ Centralization□ Time savings for staff

Licenses Contacts Notes Alerts Administrative information

■ No Technology Hardware/Software Overhead□ NO servers□ NO worries about software, patches, or upgrades□ NO IT staff or developers to hire

■ Concentrate on your core competencies




►360 Resource Manager Overview■ Collection Management□ Manage resources efficiently□ Match library workflow□ Attach metadata once, inherit to all resources□ Track local resources (Library Managed Holdings)

■ Cost Management□ Track acquisitions cost metadata

On screen or in reports (soon)□ Upload acquisitions cost data

■ License Management□ Maintain license details and terms of use□ Associate with resources at any level□ Selective display terms to patrons in discovery tools



►360 Resource Manager Overview■ Contact Management□ Manage contacts efficiently (centralized, library specific and managed

repository)□ Attach metadata once, inherit to all resources

■ Menu Management□ Customize to reflect local requirements□ Create library specific workflow

■ Administrative Metadata Management□ Maintain access details and URLs

■ Customization□ Custom holdings data□ Custom resource names and notes



►360 Resource Manager Overview■ E-Catalog□ Access to all resources in KnowledgeWorks

■ Overlap Analysis□ Utilize actual coverage dates□ Includes databases not ‘in profile’

■ Vendor Statistics Metadata Management□ Maintain access details and URLs

■ Click-Through Statistics□ Capture resource usage via discovery tools□ Supplement Project COUNTER statistics



►NEW FEATURES■ 360 Counter Integration (late 2007)□ Cost data pulled automatically from 360 Resource Manager□ Easily generate Cost Per Use (CPU) at title level

■ Library Managed Holdings (Jan 2008)□ Batch upload and tracking of non-authoritative items

Print Web sites




►NEW FEATURES■ KnowledgeWorks Expansion (Jun 2008)□ E-books

■ Sorting□ Database lists, license lists, notes list and contacts lists (July 2008)




►360 Resource Manager, Consortia Edition■ Why are we developing this?

□ Libraries belong to consortia to get resources

□ It is how libraries purchase resources

□ Will also support multi-tiered organizations

Not just for “formal” consortia

■ The time savings are enormous!



Consortia Numbers In Academia (US) *3.97 – Average number of consortia participation per library35% – E-content licensed via consortia (all libraries)51% – E-content licensed via consortia (universities/colleges)

Expenditures for Databases Actively looking for more consortiums or partners

$500,000 + 47.62%$125,000 to $500,000 44.44%$35,000 to $125,000 31.58%

<$35,000 22.22%

* Survey Of Library Database Licensing Practices (2007 Primary Research Group Inc) ISBN: 1574400932



Consortia Numbers In Academia (US) *

Mean -- sum of all the members of the list divided by the number of items in the listMedian -- number separating the higher half of a sample, a population, or a

probability distribution, from the lower half

Total Licenses for E-Content Contracted Through ConsortiumsExpenditures for

Databases Mean Median Minimum Maximum

$500,000 + 49.05% 50.00% 0.00% 95.00%$125,000 to $500,000 43.20% 31.00% 0.00% 100.00%$35,000 to $125,000 23.67% 5.00% 0.00% 80.00%

<$35,000 19.96% 0.00% 0.00% 100.00%




Consortia Numbers In Academia (US) *

Expected Trends for E-Content Contracted Through Consortiums For Next Two Years

Expenditures for Databases

Remain Same

Increase <5%

Increase >5%

Decrease <5%

Decrease >5%

$500,000 + 19.05% 42.86% 28.57% 9.52% 0.00%$125,000 to $500,000 27.78% 16.67% 50.00% 5.56% 0.00%$35,000 to $125,000 50.00% 20.00% 20.00% 0.00% 10.00%

<$35,000 52.00% 28.00% 16.00% 4.00% 0.00%




►360 Resource Manager, Consortia Edition■ Benefits for Consortia□ Consortia Management Console

Tracks all e-resources and metadata using a single service▫ Resources, Licenses, Contacts, Notes

Manages all member libraries using a single service▫ Serials Solutions customers and non-customers

Pushes all resources and data to the member libraries automatically

Helps consortia sell services to potential members

??? How would a consortium manage this for 5 members, 92 members or over 400 members? Our Consortia Edition enables huge time savings!



►360 Resource Manager, Consortia Edition■ Benefits for Member Libraries□ Track ALL resources and metadata in a single service

Locally purchased Consortia purchased

□ Inheritance of consortia resources – No setup time!□ Inheritance of relevant metadata – No setup time!

Licenses Contacts Notes

□ Receive updates to resources and metadata automatically from multiple consortia – No maintenance time!

??? How would a member library manage resources from four consortia and their local resources?



►360 Resource Manager, Consortia Edition■ Benefits■ Building on existing software and hardware architecture□ Software as a Service (SaaS) Model

Shared Knowledgebase No IT overhead▫ NO servers▫ NO worries about software, patches, or upgrades▫ NO IT staff or developers to hire

□ Support and Use of Standards NISO SOH EDiTEUR

□ Web Native Technology




►360 Resource Manager, Consortia Edition■ Simple, clean interface■ World class support■ Clear, concise documentation□ Online Support Center available 24 x 7 x 365□ NEW!! Serials Solutions Online Community available 24 x 7 x 365

Customer moderated■ Continuous development and releases■ Stable company□ Cambridge Information Group’s only interest is the library

environment□ Complimentary product and service lines



►360 Resource Manager, Consortia Edition■ Benefits□ Saves the library and consortium time

□ The best communication tool for consortium, member libraries and staff

□ Helps the consortium prove its importance to its members on a daily basis

□ Gives non-consortium members a powerful argument for joining









►360 Resource Manager, Consortia Edition■ Internal Administration & Relationships□ Managed internally with initial release



►360 Resource Manager, Consortia Edition■ Consortia Manager Administration



►360 Resource Manager, Consortia Edition■ Consortia Manager User Account Permissions



►360 Resource Manager, Consortia Edition■ Member Library User Account Permissions



►360 Resource Manager, Consortia Edition■ Consortia Sharing Of Objects□ Select objects□ Edit mode and selective sharing of object with Member Library



►360 Resource Manager, Consortia Edition■ Member Library Email Notification□ Once-a-day updates on new resources availability□ If no new resources, no email



►OBJECT SHARING■ Shared Object Availability□ Consortia Manager uses Resource Manager□ Can share 4 object types (Resources, Contacts, Licenses, Notes)



►OBJECT INHERITANCE■ Shared Object Inheritance□ If Member Library uses Resource Manager, can inherit 4 object

types (Resources, Contacts, Licenses, Notes)□ If Member Library uses Core or Counter, can inherit 1 object

type (Resources)



►360 Resource Manager, Consortia Edition■ Member Library Shared Resource Availability□ Shared objects placed in “Not Selected for Inheritance”□ Remain there until moved to “Selected for Inheritance”□ If Consortia Manager removes sharing, object is removed from

all Member Libraries Exception is if a local copy is made



►360 Resource Manager, Consortia Edition■ Member Library Shared Resource Duplication□ Allows for local ‘editable’ copy



►360 Resource Manager, Consortia Edition■ Member Library Shared Resource “Snapshot”

Functionality□ Allows for retention of permanent copy for audit reasons



►360 Resource Manager, Consortia Edition■ Member Library Object Listing and Identification



►Resource Manager, Consortia Edition■ Several key questions you should think about.□ How do you manage resources today?

□ How do you communicate newly available resources to Member Libraries?

□ How do you share license information with Member Libraries?

□ How do you communicate changes to Licenses/Resources/Contacts to your Member Libraries?

□ How much time do you spend communicating all of this information and actually making sure those resources are available to Member Library patrons?



►Resource Manager, Consortia Edition

■ How much more valuable will you be to your members?



►Resource Manager, Consortia Edition■ Consortia□ Must use Resource Manager

■ Member Libraries□ Can inherit into either Core or Resource Manager



►360 Resource Manager, Consortia Edition■ Development Timelines

Functional Specifications Complete Coding started

■ Target date – Mid-Late Q4, 2008



Consortia Manager Benefit • Track ALL resources and metadata in a single service• Manage all member libraries in a single service• Push resources and metadata to member libraries automatically• Help consortia sell services to potential members• Huge Time Savings!

Member Library Benefit • Track ALL resources and metadata in a single service• Inheritance and management of consortia resources • Inheritance of relevant metadata• Management of local resources • Receive resources and metadata from multiple consortia • No setup or maintenance time!

Patron Benefit • More content for research

Integration • KnowledgeWorks, 360 Core, 360 Counter, 360 Link, 360 Search, 360 MARC Updates



►360 RESOURCE MANAGER – ACQUISITIONS COST DATA IMPORT



►360 RESOURCE MANAGER – ACQUISITIONS COST DATA IMPORT■ Background□ Customers asking for single repository for all e-resource data

□ Need a way to get acquisitions cost data into Resource Manager

□ Batch load easiest to implement today

□ Customers have this data in the library

□ API being used internally by Serials Solutions and will be exposed soon



►360 RESOURCE MANAGER – ACQUISITIONS COST DATA IMPORT■ Dates and availability□ Code complete – 3 June□ Internal QA started – 10 June□ Beta testing – 25 June

Johnson County Community College (Kansas) University of Kansas (Kansas) Getty Research Institute (California) University of Illinois, Chicago (Illinois) University of California, Riverside (California) University of Adelaide (Australia)

□ QA complete – 10 July□ Release to production – 18 July



►360 RESOURCE MANAGER – ACQUISITIONS COST DATA IMPORT■ Speaking with several Innovative customers for testing□ University of California, Riverside (California)□ University of St. Thomas (Minnesota)□ University of Houston (Texas)

■ Very difficult for III customers to access ACQ data

■ What system are you using?

■ Will you work with us to develop process and document for your Library System?



►360 RESOURCE MANAGER – ACQUISITIONS COST DATA IMPORT■ Benefits□ Centralized location of e-resource metadata□ Updated way of thinking and working – fits the workflow for e-resources□ Easy update to cost at title level□ True CPU (Cost Per Use) at title level possible for 360 Counter customers□ Will be as important for e-books as e-journals□ Batch load, immediate availability□ Multi-year uploads (can upload cost back to 2000)□ Mixed resources levels (databases, titles, collections)



►360 RESOURCE MANAGER – REPORTING



►360 RESOURCE MANAGER – REPORTING■ Set of standard reports will be available to all customers■ Worked with ~15 key customers to identify standard reports□ North America□ Europe□ Asia-Pacific

■ Great amount of commonality among customers■ First step in full customer driven ad-hoc reporting■ Target availability – 30 October□ Many dependencies□ Coding is underway□ SQL 2007 Reporting Services



►360 RESOURCE MANAGER – REPORTING■ Desired reports□ License details and terms of use□ Vendor statistics metadata□ Resource administration information□ Subscription details

Cost details – general and detailed□ Holdings and MARC records availability□ Contacts□ Proxy configuration□ Subscribed resources□ Action reports□ Notes and comments



►Questions

Thank You!

www.serialssolutions.com

™

Jeff AipperspachProduct Manager, 360 Resource Manager

Stáhnout

Documents

resource manager reporting

resources menu management

best partner

eresources new way

local knowledgebase

crisis new crisis crisis

features benefits software

access details