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Dis-Integrated Technical Services and Electronic Journals

Dis-Integrated Technical Services and Electronic Journals. :. When library management systems don’t manage the information of libraries. Andrew K. Pace Head, Systems NCSU Libraries andrew_pace@ncsu.edu. Confessions of a Systems Librarian. What’s in a name?

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Dis-Integrated Technical Services and Electronic Journals

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  1. Dis-Integrated Technical Services and Electronic Journals : When library management systems don’t manage the information of libraries Andrew K. Pace Head, Systems NCSU Libraries andrew_pace@ncsu.edu

  2. Confessions of a Systems Librarian • What’s in a name? • Everyone is entitled to my opinion. • The Systems Department raison d’être. • The bait-and-switch.

  3. 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 Serials Control Records Acquisitions Records

  4. 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 Serials Solutions TDNet SFX alert services MyLibrary

  5. 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 Electronic Resource Management Vendor Efforts Library Efforts http://www.library.cornell.edu/cts/elicensestudy/ Or Google=web hub

  6. NCSU Libraries E-matrix • 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

  7. NCSU Libraries E-matrix • 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.

  8. 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 ETDs Instn’l Repository Etc. evaluative data Evaluative Tools vendor data

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

  10. Public Interface

  11. Public Interface Local Marc Subfield ‘r’ c = Core resource n = Narrowly related resource b = Broadly related resource

  12. Existing ILS Data • Know your ILS RDBMS (or hope that it is relational!) • Database schema • ERD (Entity Relationship Diagram) • Leverages a lot of historical data • Holdings data • Pricing data • Order, claiming, and licensing information • Minimizes re-syncing data

  13. 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

  14. Solve Only Known Problems • Can the library ILL this pdf article? • How do we manage subscription agent changes? • How does Acquisitions schedule renewals for 50 different schedules? • How do we represent an embargo period? • How do I inform all the stake-holders in the library any time there is a change? • etc….

  15. 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

  16. Finding Data Elements • Field Name • Field Type: text, number, date, dollar • Estimated field size: number of characters • Required field: y/n • Multiple occurrences: y/n • In ILS: y/n • Already stored electronically? (i.e. Access/Excell) • Field applies to: book, database, journal, all • Data entry by: cataloging, acquisitions, collmgmt • Example of data • Notes

  17. E-matrix / ERM Future • Taking the “E” out of E-matrix • Is the ILS superfluous? • Is MARC dead? • Will libraries or their vendors corner the ERM market?

  18. Thank you. Andrew K. Pace Head, Systems North Carolina State University Libraries andrew_pace@ncsu.edu http://www.lib.ncsu.edu/staff/pace

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