Standards in E-Resource Management JISC Seminar on Standards and the Information Chain, 7 th December Robert Bley Sales Account Manager Ex Libris.

Standards in E-Resource Management

JISC Seminar on Standards and the Information Chain, 7th December

Robert BleySales Account Manager

Ex Libris

E-Resource Management

An E-Resources Management System: the vision

“ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms”

- Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Libraries)

E-Resource Management

ERM: A staff tool that deals with…Relationships

Interfaces, Packages, and their constituent partsKnowing which resources share the same interface, license terms, business terms …

InformationLicense permissions and constraintsUser IDs, passwords, administrative infoContacts for support and troubleshootingCancellation restrictions, price caps, etc.

WorkflowsTrialsRenewals/cancellationsImplementing accessNotifying relevant staff

…according to the DLF ERMI “standard”

E-Resource Management

Basic ERM Data ElementsElement Includes data points

such as….

Descriptive Title fields, holdings, publisher, ISSN, interface, package…

Licensing Authorized users, ILL rights, archiving rights…

Financial Price, price cap, relationship to print…

Administrative and Support

Administrative password, vendor contact information…

Access Authorization method

E-Resource Management

The bottom line:

ERM is about more than statistics and licenses

ERMs are (or will become) the library’s corporate memory for all factors related to electronic resources at all levels

In filling that role, ERMs become central to all process and all services within the library

Interoperability with ERMs is vital for all players in the information chain – including publishers

E-Resource Management

Why ERM? (Management View)

Manage lifecycle events for e-productsFinancial management and audit-abilityTool to centrally store and maintain contracts, licenses, other raw documentsRationalize ER processing and related proceduresSearch, retrieve, report across management attributesHarvest, calculate, apply user and financial statisticsSupport consistent workflows to support data qualityEnsure compliance with license terms!

E-Resource Management

The bigger picture

Legacy systemsSerialsAcqHomegrown ERMLicensingILLOPAC Spreadsheets & paper records

ERM’s roleProcess managementLink Server interactionILL / resource sharingBusiness transactionFinancial system interoperabilityPermission authorityCentral and integrated

E-Resource Management

ERMs today touch many different areas

Authentication

Acquisitions

OPACs

Link resolvers

Campus Finance Systems

ILL Management

Serials

Library Web Applications

Metasearch

Content providers (& agents?):

•Statistics

•Holdings

•Licenses

•Orders, Renewals

•Help Desk

VLEs

E-Resource Management

And the current ILS model is …

E-Resource Management

Dis-integrating, or perhaps

E-Resource Management

Re-forming around a new model

E-Resource Management

What we can expect?

Discovery and delivery tools will become more distinct from ILS/LMS in presentation and function

ERMs will feed just-in-time data to any public service applications (including discovery, link resolvers, metasearch, library web apps, VLEs and institutional portals)

ERMs will eventually subsume (and then, expand on) large portions of Acq and Serials functionality and responsibility

EDI is not enough…

E-Resource Management

What we can expect (2)

As the notion of an ILS morphs, interoperability among the ERM and other vendors’ systems becomes essential – not just for management, but also because …

Library efficiency measures and statistics will assume a streamlined management process (whether true or not), and interoperability with other institutional and external systems

E-Resource Management

What we can expect (3)

Increased demand on content providers from ERMs and libraries for rapid implementation of SUSHI, License Expression transmission, etc.

Increased transparency from content providers on pricing (esp. titles within packages) for meaningful cost-per-use numbers

E-Resource Management

Top 7 Standards Wish List

7. Standard for communicating IP address changes to content providers

6. Standard for vendors to communicate real-time availability (that is, advise when you’re down and when you’re back up)

5. A sub-library level unique library identifier – something like the SAN but international in scope. ISO 15511 (ISIL) doesn’t do it …

4. A unique collection identifier for aggregations and databases: like an ISBN per e-package

E-Resource Management

Wish List…

3. ACQUISITIONS – a set of standard structures that would encapsulate elements relevant to an acquisitions transaction:

Order recordInvoice recordVendor information (selected)

X.12 and current EDI doesn’t do the job

E-Resource Management

Wish List

2. SUSHIhttp://www.niso.org/committees/SUSHI/SUSHI_comm.html

- Will enable evidence-based librarianship

E-Resource Management

Wish List

1. License exchange formathttp://www.editeur.org/onix_licensing.html

-Will make it easier to tell users what they can(‘t) do

-Will ensure compliance – linked to link resolvers, proxy servers and so on…

-Will make for easier comparisons-Will reduce ambiguity-… and paperwork! - There may be a role for intermediaries here?

E-Resource Management

Other vendor <--> library transmissions?Publisher to Library

Suspected license breach communications to libraryInteraction with library financial systems on pay-per-use titlesNon-e-journal and non-e-book identification and electronic delivery (for instance, patents, technical reports, digital objects) 

Library to PublisherCustomer incident reporting to publisher when resource misbehavesLicense expression delivery/receipt with library-based changes (versioning)

E-Resource Management

In conclusionE-products have changed the priorities for standards in data interchange

Previous models for automated library management are changing, largely because of e-products

The ERM will is the nexus/crossroad/bridge between libraries and the e-product world

The ERM will ultimately supplant the ILS for many (perhaps even most) back-room functions (my opinion :-) )

Content providers will need to exchange data with such systems

The top priorities are (1) the electronic expression of license terms and (2) the automation of COUNTER stats collection

E-Resource Management

Robert Bley

[email protected]

Thank You!