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By Dawn Hale
ALCTS Webinar: Electronic Resources Workflows & Tools
October 23, 2013
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Electronic Resource Management:
Evolution of Workflows & Tools
Presentation Goals
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Overview of electronic resource management tools
First generation approaches: subscription management
Second generation approaches: managing the life cycle
Next generation: dynamic exchange
1st generation Electronic Resource
Management: approaches
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Access relational database
Home grown and consortial systems
Commerical stand alone ERMs
III’s ERM integration with ILS
Open source systems (CORAL, JISC Knowledge Base+,
GOkb)
DLF Electronic Resource Management
Initiative (ERMI)
Influence of ERMI I & ERMI II on:
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Development of
knowledgebase tools
Workflows (trials, licenses)
Standards & best practices
Hale, Dawn (2012, January 20) Dallas outdoor art.
Standards: improving supply chain
workflows with KB tools
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• NISO KBART: Knowledge Bases and Related Tools: A NISO/UKSG
Recommended Practice http://www.niso.org/publications/rp/RP-2010-
09.pdf
Phase 1 (2010) & Phase II (2013)
• NISO PIE-J: Presentation and Identification of e-Journals http://www.niso.org/workrooms/piej
• NISO IOTA: Improving OpenURLs Through Analytics http://www.niso.org/workrooms/openurlquality
Centralized system efficiencies
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Title/package tracking & management
License terms management
Administrative information storage
Vendor contacts
Workflow management
Statistics
Reporting
Workflows often outside ERMs
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Hale, Dawn (2013, October 6) Detours.
Distributed workflows & tools
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Selection: book vendors, subscription systems (e.g., GOBI, Swetswise, Ebsconet)
Communications with vendors & internal
Problem tracking (e.g., email, Jira, Request Tracker, Blogger,
Footprints, Basecamp)
Ebook Patron Driven Acquisitions (ILS)
Challenge of proprietary standalone
system interoperability with:
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Open URL Link resolver
Order & Cost data: ILS acquisitions module, payments
via enterprise financial system
Public access
Proxy
ILL system
Aggregated usage statistics
2nd generation: holistic eresource life
cycle workflow integration model
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Webscale, unified system to manage acquisitions, tracking, licensing, aggregated usage statistics, discovery
Alma, OCLC Webscale Management, Intota, Kuali OLE
Integration with book vendor/subscription agent systems, link resolver, proxy
Hale, Dawn (2013, October 6). Traffic circle
Guidelines & best practices facilitating
life cycle management
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ONIX-Publications Licenses Encoding project
NISO Open Discovery Initiative (http://www.niso.org/workrooms/odi/)
COUNTER (www.projectcounter.org)
NISO Standardized Usage Statistics Harvesting (SUSHI) http://www.niso.org/workrooms/sushi
CORE: Cost for Resource Exchange Protocol (http://www.niso.org/workrooms/core)
Workflow challenges common to
1st & 2nd generation systems
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• Uneven publisher metadata
• License restrictions in sharing metadata/holdings
• Variation in time KB updated (title/coverage changes,
URL changes, mergers)
• Staff time to implement changes locally
Changing landscape
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Open access
New purchase models Shared e-collection purchases
Consortial purchases (bundles, big
deal)
Some databases
transforming to linked
datasets
Impact of linked data
Hale, Dawn (2013, October 6). Fall foliage.
New directions & workflow impacts
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Scale: Dramatic escalation in electronic & digital resources to manage
Reduction in Technical Services staff resources Labor to maintain system & its sustainability
ERM only as good as one’s ability to maintain it
Vendors automating data & metadata creation Reduce redundancies
Minimize data inconsistencies reduce inefficiencies
Emphasis on sharing/re-use/re-purpose data
Tools facilitating data exchange,
indexing & re-using/re-purposing
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International Standard Text Code (ISTC) Registering textual work
Digital Object Identifier System (DOI)
Granular level (e.g., chapters, illustrations)
Automated Name identity management International Standard Name Identifiers (ISNI)
ORCID
• ONIX XML schemas SOH (serials online holdings)
SPS (serials product information)
SRM (serials publication/release information)
ONIX for books (book product information)
Next gen eresource management:
more timely connections
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Dynamic exchange of eresources data between publisher, vendors, library, discovery system, enterprise financial system, link resolver, proxy
Hale, Dawn (2012, January 20) Dallas outdoor sculpture
