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E-Matrix

E-Matrix. A Management Tool. David Goldsmith. Oct 27 th , EPA Meeting NCSU Libraries. Classic Integrated System. MARC Records. Patron Records. Patron self-service. WEBPAC. circ transactions. websites (856) e-books e-journals databases datasets. reserve records. serial

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E-Matrix

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  1. E-Matrix A Management Tool David Goldsmith Oct 27th, EPA Meeting NCSU Libraries

  2. Classic Integrated System MARC Records Patron Records Patron self-service WEBPAC circ transactions • websites (856) • e-books • e-journals • databases • datasets reserve records serial holdings item holdings SerialsControlRecords Acquisitions Records

  3. Dis-integrated Library System • Licensing Files • ILL Files • Collection Management Files • Helpdesk Files • Statistical Files alpha list of databases subject list of databases web subject guides Authentication & Authorization • websites (856) • e-books • e-journals • databases e-journal finder institutional repository SerialsSolutions TDNet SFX alert services MyLibrary

  4. NCSU Libraries E-matrix CHARGE The ad hoc E-Matrix Committee will implement a prototype electronic resources management system to support acquisition and licensing, collection management, and resource discovery for the Libraries' electronic resources

  5. NCSU Libraries E-matrix CHARGE (cont) • define the need • survey best practices and related local and national initiatives • define functional specifications for the system • build a data model which maximizes opportunities for present and future interoperability with existing systems (e.g., ILS, MyLibrary, Serials Solutions, PeopleSoft) and utilization of existing or emerging standards (e.g., OpenURL, EDI, XML) • implement a prototype.

  6. Electronic Resource Management Vendor Efforts Library Efforts • Innovative Interfaces’ ERM • Endeavor ENCompass • Sirsi SingleSearch • Ex Libris MetaLib • CARL Goldrush • EBSCO EJS • MuseGlobal • Various Ejournal Finders • DLF Electronic Resource Management Initiative • California Digital Library • Cornell University • Emory University • Griffith University • Johns Hopkins • Kansas State University • MIT • Penn State • Tri-CollegeConsortium • UCLA • University of Georgia • University of Minnesota • University of Washington • Yale University http://www.library.cornell.edu/cts/elicensestudy/ Or Google=web hub

  7. E-MATRIX ADMINISTRATIVE METADATA licensing I L S Data Repos- itories Website Catalog E-resources Alert Services Local DBs & Collections Digital Archives subscript-ion info statistics E-MATRIX DATA HOOKS PRESENTATION LAYER technical support remote access Other Databases: E-journal finder SFX ETDs Instn’l Repository Etc. evaluative data Evaluative Tools vendor data

  8. E-matrix Challenges • Public interface is secondary concern • Leveraging existing ILS data • Adherence to emerging standards • Avoid solutions looking for problems

  9. What Do We REALLY Want • Evaluation tool- DBs, ejournals, serials • Licensing management tool • Tool that will allow library to leverage the authoritative ILS database with the other descriptive and administrative metadata for comprehensive display & management

  10. Getting started • Stakeholders: Cataloging, Acquisitions, Serials, and Collection Management • Identify data that are already being kept • Identify data that are needed for evaluation, longevity, and various services

  11. What Did We Do? • Formed more groups • Database evaluation • Statistics • Licensing • Metadata/Data Elements • ILS Data • Interface

  12. Emerging Standards • XML Schema for E-resource Management • Workflow, specifications, data elements, schema • CONSER, LC, and the gang • NISO/EDItEUR • Serial subscription data exchange • Liblicense • Basic terms and contracts for licensing electronic resources • COUNTER and E-Metrics • Statistical counts • OpenURL, HANDLE, PURL, Global registry • Persistent identifiers • Shibboleth: Internet2/Mace authentication project

  13. What Did We Do Next? • ILS MIGRATION • the ultimate excuse • DLF Electronic Resource Management Initiative • they didn’t take the last 6 months off… • “Borrowed” DLF’s data element scheme/definitions • Added additional elements for NCSU’s needs • Mapped to our existing data sources • Expanded scope to include print subscriptions - Collection Enrichment Project

  14. Data Elements • Descriptive –Title, identifiers, provider, holdings (27) • Licensing – Parties, terms of use, rights, business terms (74) • Access – URI, authorization, proxy (10) • Administrative – Accounts, configuration, usage statistics, tech support, contact info (51) • Evaluative – Resource assessment, impact, faculty contact enrichment (20)

  15. Current Development • Data Modeling • Data Migration • Workflow Design/Interface • Data Hooks

  16. INTERFACE EXAMPLE (UCLA)

  17. Future Development • Enhance statistical elements/tools as data becomes normalized • Use data to populate public interface – OPAC/Website • Integrate the ILS

  18. SUMMARY • E-MATRIX is a management tool • It is being designed to hook into other resources/datasets as needed • E-MATRIX is a management tool Thank you More information available @: http://staff.lib.ncsu.edu/committees/ematrix

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