Danielle Shaver West Field Sales Manager

1. Danielle Shaver West Field Sales Manager 360 Resource Manager

2. Agenda • New features review • Contacts Import • Review/Availability • Benefits – ROI • Cost Importer • Review/Availability • Benefits – ROI • Reporting • Review/Availability • Benefits – ROI • Consortium Edition • Features & Benefits – ROI • Review/Use Cases • Competition

3. Benefits Statement • Major Library Industry Consultancy Focused on ERAMS “An independent industry consultancy  has validated workflow efficiency gains and staffing levels for a major ARL library where the management tools are supported by a centralized, authoritative knowledgebase from a company whose core competency is the maintenance of the knowledgebase and where the discovery tools are integrated into the management tools.  In this instance, the library used Serials Solutions 360 services.  They have eliminated duplication of work, especially in the maintenance of a single knowledgebase to support both library management and patron discovery tools”.

4. Benefits Statement • Major ARL Library Confirmation The ARL library has noted that the validation included a point that without using the Serials Solutions services, the current staff would not be able to manage the number of e-resource effectively.  Without the services, the library would have to either increase staff devoted to e-resources or cut the number of e-resources if staffing levels remained the same to continue to offer quality service to patrons. (emphasis is mine)

5. Benefits • Integration, Integration, Integration with 360 Services • Changes auto-populated to discovery tools • Cost data utilized by 360 Counter (cost per use) • KnowledgeWorks • Industry leading and authoritative knowledgebase • E-catalog (databases, journals, ebooks, providers) • Updated daily • 3,000+ full-text databases • 8,000+ databases total • 1,085,705 ebooks • 13,000+ databases • 1,121,706 journals • 20,000+ rules • 210,000+ unique titles

6. Benefits • Centralized Information • Time savings for staff • Licenses • Contacts • Notes • Alerts • Administrative information • Efficiency • Improve communication across the organization • Alerts • Email notifications • Eliminate redundancy • Manage Consortia and Local resources in one service • Common terms (status, labels, email subject headings)

7. Benefits • Web Native Technology • Second co-location facility • Failover servers • Reporting servers mirror production • Continuous code optimization • Development Process • Chunked development and QA of projects • Shortened release timelines • Changes and QA are continuous, don’t wait until entire project is coded • Reflection of fluid market needs • Development flexibility, teams work to full capacity

8. Benefits • Assessment and Validation • Overlap Analysis • Resource Manager Reporting • Data On Demand • MARC Report – Adds, Deletes

9. Benefits – Tools To Help Customers

10. Contacts Import

11. Contacts Import – Background • Requests from customers to provide tool to reduce duplicate effort / data entry • Contacts already stored in library controlled applications • Easy to export from email programs, databases, etc • Get customer data into Resource Manager quickly • Can allow for duplicate names in list • Contact TYPE and ROLES created automatically • Availability – NOW for all Resource Manager customers

12. Contacts Import – Details • We can provide a CSV (Comma Separated Value) template • Populate with data from current tracking application • Serials Solutions imports the file and populates Resource Manager immediately or… • Name your existing file headers to match our template headers • Header row name must be exact • Save the file as CSV format • Email to clients@serialssolutions.com and ask them to import the file

13. Contacts Import • What does it look like? • CSV template • All currently available fields

14. Contacts Import • Sample existing account (before import)

15. Contacts Import • Populated file • Note first name preceded by word “DEMO”

16. Contacts Import • Sample existing account (after import)

17. Contacts Import – Benefits • Only limit is limit of Excel 2007 (1,048,576 rows) • 1.048.576 for the non-North Americans • Quickly populate huge amount of data • Completely eliminate this data entry point • Eliminate 2-5 minutes per contact entry

18. Cost Data Import

19. Cost Data Import – Background • Customer need for a single repository for all resource metadata (ERM applications) • Expressed a desire to store acquisitions cost data in Resource Manager (they may not know it but they want to replace the ILS) • Serials Solutions model is to be ILS independent • Customers have this data in their systems • Batch load most efficient to implement today, most customers are familiar with process • Will be exposing an API soon

20. Cost Data Import Feature – Details • Accepts multiple fiscal years for any resources (2000 to present) in a single file • Matches to existing Resource Manager acquisitions data fields • Validates file • Reports errors • Updates existing data at any time • Matches at any resource level • Collection, Provider, Database, Title

21. Cost Data Import Feature – How It Works • Download resource list template files • Tab delimited (TXT) • Authority titles and identifiers • Add cost and acquisitions data from ‘source’ matched to authority titles • Any TXT capable application • Pull from ILS, 3rd party agents or business system • Upload TXT file to Resource Manager Example: Voyager includes MS Access for extracting data to a CSV file

22. Download resource lists and templates

23. Cost Data Import – Populate Template • Multiple Fiscal Years – Database Level

24. Cost Data Import • Multiple Fiscal Years – Database Level

25. Cost Data Import – Populate Template • Multiple Fiscal Years – Journal Level

26. Cost Data Import • Multiple Fiscal Years – Journal Level

27. File Validation and Error Checking ERROR: Invalid Date Format WARNING: Missing Fiscal Year

28. Cost Data Import – Validation Screen

29. Cost Data Import Feature – Benefits • Leverages data that exists in the library • Enables greater efficiency • Batch loading / instant processing • Eliminates manual data entry • Update cost at any time • Integration of 360 Counter – determine cost per use • Share accurate data across your organization • Provides a single source for all e-resource data • Supports fiscal reports in Resource Manager

30. Questions From Librarians • Do I have to use the template? • Providing you an easy, automated way to populate the data (INTEROPERABILITY) • Data can still be entered / edited manually • At what level can I enter cost? • Provider, Database, Title, Collection • Can I populate the template once and use it as a ‘master’? • YES! This is actually a very useful way to think about using the functionality

31. Questions From Librarians • Why can’t you pull data automatically from my ILS? • Providing a tool to populate cost data NOW, not waiting for standards • The draft NISO CORE (Cost Of Resource Exchange) standard is addressing this need • NISO CORE should be final before June 2009 • Product Manager co-authored the draft and represent the company on the newly formed Working Group

32. Cost Data Import Feature – Summary • Greater efficiency • Reduce manual rekeying of cost data • Simplicity • No other ERM can upload data this easily • Associate cost per title easily • Full integration with 360 Counter • Cost per use at title level if required • Single source for all e-resource data • All resource metadata in one central service • Share accurate data across the organization • Control write and read access via permissions

33. Reporting

34. Reporting – Background • One of the top customer requests • Provide industry leading ERM application • Tools to populate Resource Manager • Contacts Importer • Cost Data Upload • Offline Status and Date Editing • Need access to data to support local practices • Standard reports cover almost every Resource Manager field

35. Reporting – Available Reports • License – General:  URLs, license location, status, dates, etc for all licenses. • License Terms – Authorized Users:  Authorized users terms and conditions for all licenses. • License Terms – ILL:  Interlibrary loan terms and conditions for all licenses. • License Terms – Materials Usage:  Material usage terms and conditions for all licenses. • License Action:  Purchase dates, renewal dates and general details to support action on renewing a license. • Cost Action:  Fiscal information and general details to support action on renewing or cancelling a resource. • Contacts:  List of all contacts and details.

36. Reporting – Available Reports • Vendor Statistics:  Summary view of all metadata (frequency, standards compliance, usernames, etc) associated with a Vendor Statistics Dataset. • Resource Administrative Information:  Summary view of all resource administrative information such as URLs, usernames, passwords, etc. • Cost Report – Details: A report showing all of the Cost details we track in 360 Resource Manager for all fiscal years. • Cost Report – General:  A report of cost associated with resources at various levels, such as cost for Database A for fiscal years 2007, 2008 as well as cost associated with Collection B for fiscal year 2009. • Notes and Comments:  Report of all Notes and associated Comments. • Proxy Configuration:  Proxy details for resources to support troubleshooting proxy issues. • Tracked Resources:  Currently tracked resources and statuses.

37. Reporting – Details • Export formats available • CSV, Excel, PDF • Potential future formats • XML, TIFF, HTM • Queued reports retained on server for 72 hours • Queued reports trigger email notification to user after report is generated AND written to file server • Permissions information • Current account permissions define access to reports • Example: No Cost Data permissions, no access to cost type reports • Example: View or View/Edit Cost Data permissions, access to cost type reports

38. 360 RESOURCE MANAGER – REPORTING Reports that are VERY LARGE and placed into a queue for processing. Email notification will be sent to the user indicating successful generation and availability of the report. Once accessed, can be exported. Reports that are generated immediately, displayed on screen and can be exported.

39. 360 RESOURCE MANAGER – REPORTING • Report generation

40. 360 RESOURCE MANAGER – REPORTING • Sample report – Vendor Statistics

41. 360 RESOURCE MANAGER – REPORTING • Reports available in dropdown • Reports in dropdown executed immediately • Small data sets • Take seconds to several minutes to generate • Queued reports link • Reports containing HUGE amounts of data • Can take 5-60+ minutes to generate • Will queue reports from all users and after one is processed, the next in the queue is processed • User receives email notification of successful generation and availability • Reports are removed automatically from the server after 72 hours

42. Reporting – Benefits • Provide access to Resource Manager data • Library staff • Organization staff outside the library • Doesn’t require knowledge of database/table structures and programs, joins, etc. • Optimized queries ensure no production system impacts • Reporting server is a mirror of the production server • Analysis • Filter, sort and use per local practices

43. Consortium Edition

44. 360 Resource Manager – General Information • 240+ customers • University of Illinois, Chicago • University of Southern California • California Digital Library • SCELC • Rutgers University • Johns Hopkins University • University of Phoenix (online university) • Max Planck Digital Library • 100% integrated with other 360 services • Changes auto-populated to Resource Manager • MARC for Consortia in place for several years • Cost data utilized by 360 Counter (cost per use)

45. 360 Resource Manager – General Information • Industry leading and authoritative knowledgebase • E-catalog (databases, journals, ebooks, providers) • Updated daily • 3,000+ full-text databases • 8,000+ databases total • 1 million ebooks • 13,000+ databases • 1,121,706 journals • 20,000+ rules • 210,000+ unique titles

46. 360 Resource Manager – General Information • MARC records • 1,330,000 CONSER records • 4,750,000 LC Books English records • 18,500,000 Bowker Books In Print records • 150,000 National Library of Medicine records • Built on web native technology • Second co-location facility • Failover servers • Reporting servers mirror production • Continuous code optimization

47. 360 Resource Manager – General Information • Centralized • KnowledgeWorks knowledgebase – hosted, same data for all • Acquisitions Cost Data Import • Contacts Import • Library Managed Holdings • Offline Status and Date Editing • Efficient • Improve communication across the organization • Alerts • Email notifications • Eliminate redundancy • Manage Consortia and Local resources in one service • Common terms (status, labels, email subject headings)

48. 360 Resource Manager – General Information • Assessment and Validation • Overlap Analysis • Resource Manager Reporting • Data On Demand • MARC Report – Adds, Deletes

49. 360 Resource Manager, Consortium Edition • Why have we developed 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!

50. Consortia Numbers In Academia (US) * • 3.97 – Average number of consortia participation per library • 35% – E-content licensed via consortia (all libraries) • 51% – E-content licensed via consortia (universities/colleges) * Survey Of Library Database Licensing Practices (2007 Primary Research Group Inc) ISBN: 1574400932