Steve McCracken Peter McCracken, MLS Serials Solutions, Inc Electronic Resource Management System Overview & Development Status Mike Showalter Product Manager This document may not be delivered outside your local library staff without permission of Serials Solutions
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Steve McCracken Peter McCracken, MLS Serials Solutions, Inc.
Electronic Resource Management System Overview & Development Status. Mike Showalter Product Manager. This document may not be delivered outside your local library staff without permission of Serials Solutions. Steve McCracken Peter McCracken, MLS Serials Solutions, Inc. - PowerPoint PPT Presentation
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Steve McCrackenPeter McCracken, MLSSerials Solutions, Inc.
Electronic Resource Management System
Overview & Development Status
Mike ShowalterProduct Manager
This document may not be delivered outside your local library staff without
permission of Serials Solutions
The Need for Electronic Resource Management
• Librarians need a solution that provides:
• Reduced time required for subscription management tasks
• Less duplication of data entry
• Ability to manage both full-text electronic journal content and non-journal electronic databases
• Direct integration of resource management with resource delivery
• Consistent, accurate knowledgebase
• Rapid deploy, easy admin, low cost
The Need for Electronic Resource Management
• Serials Solutions application requirements:
• Build on top of existing resource management module (AMS) and knowledgebase
• Support enhanced delivery of electronic resources to all clients through extended knowledgebase of non-journal resources
• Continued direct integration of resource management with resource delivery
• Rapid deploy, easy admin, low cost
• Phased development
• Use DLF-ERMI guidelines whenever possible
Electronic Resource Lifecycle
ERMS – our newest solution
Electronic Resource Management System Manage all of the processes throughoutthe lifecycle of e-resources:
• Discovery• Pre-acquisition evaluation• Trial• Reject or Acquire
•Integrate bibliographic data with resource discovery tools
•Store lists of IP addresses used for access
•Communicate changes to vendors
•Identify overlapping coverage in resources
•Keep track of search stats
•Record and report patron click-throughs to resources
•Predict use of resource prior to acquisition
•Compare local usage stats to peer libraries
•Calculate cost-per-click metrics
One-Stop Knowledgebase Maintenance . . .
Leverage Serials Solutions Knowledgebase
One change affects all of your access points:• Federated Search• A-to-Z Title list• OpenURL link resolver• ILS via updated MARC records• Export data to third-party applications
Maintain a single knowledgebase to support all of your access and management tasks
Why the Knowledgebase Matters
Why focus on the knowledgebase?• The knowledgebase, and the ability to customize
it, are at the foundation of an efficient & accurate ERM solution. – A complete management & access solution for
e-resources must deliver both software and data.
• Solutions for electronic collections require exclusive focus on those collections.– The software of an ILS system and an E-serials
access and management system, even when provided by the same company, are often not integrated very well.
ERM: Foundation for Resource Discovery
Serials Solutions Global
Knowledge Base
Library knowledgebase
Global knowledgebase tier maintained by Serials Solutions staff daily
Library-specific knowledgebase maintained by library staff using Serials Solutions data management tools
Resource discovery tier for staff and patrons to find and use your electronic resources
Overlap analysis takes coverage dates into account to determine overlap
See overlap of resource under evaluation in context of other resources
Evaluation Solution: Overlap Analysis
Drill down within overlap analysis to see list of titles that are unique
Evaluation Solution: Overlap Analysis
Evaluation Solution: Benchmarking
Benchmarking based on peer group comparisons
•Carnegie classification system• IPEDS enrollment data• Medians calculated for each peer group level• Data is updated daily, aggregated for the year• Search stats, subjects and click-throughs all included•View numbers for databases, even when not subscribed
Evaluation Solution: Benchmarking
Predict ballpark usage for resource with benchmarking tool
Electronic Resource Lifecycle: Trial
• Add a resource as a trial• Record trial metadata, such as
login and password• Provide access to trial • Record feedback from trial
• Resource can have a “status” attribute assigned• Status is customizable by library• Use e-Catalog to find resources by status• Create trial notes using the Resource Notes Manager
Electronic Resource Lifecycle: Acquire
• We need to record the terms of use for a resource
• Where is the local copy of the physical license?
• Who is the licensing contact for the resource?
• We need to record and manage the subscription metadata.
• Continue development on ERMS 1.0 (ALA release)– Acquisition workflow manager– Vendor stats management– Non-journal resources
• Planning and requirements gathering for post-ALA development iteration (6 to 8 week release cycles)– Resource alerts– Renewal & termination management– Resource note routing– Cost tracking– Export resource-level MARC records– Extend metadata fields based on client feedback and
backfilling ERMI requirements• Future development efforts