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Helping Your Library Be The Best Partner For Research

Helping Your Library Be The Best Partner For Research. Jeff Aipperspach Technical Product Manager. Helping Your Library Be The Best Partner For Research. Today’s electronic collections require complete, integrated solutions. Minimize data entry in different systems

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Helping Your Library Be The Best Partner For Research

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  1. Helping Your Library Be The Best Partner For Research Jeff Aipperspach Technical Product Manager

  2. Helping Your Library Be The Best Partner For Research Today’s electronic collections require complete, integrated solutions • Minimize data entry in different systems • Integrate management with access • Combine local data with authoritative data Helping Your Library Be the Best Partner for Research

  3. New Business Category (ERAMS) • E-Resource Access and Managements Services (ERAMS) • The Web has changed how we deliver and consume information • The shift from physical to digital delivery of information has created new requirements and opportunities for delivering effective library experiences • The Web has profoundly transformed the nature of library collections • The majority of new acquisitions are Web-based • Collections have increased dramatically and content is available anytime, anywhere • Web search engines compete with libraries Helping Your Library Be the Best Partner for Research

  4. New Business Category (ERAMS) • A new way of thinking about how we manage library collections and make them accessible • Technologies used for physical collections are not suited for the challenges of electronic resources • ERAMS augment the physical library and the ILS • A rapidly emerging planning and budgeting category • ERAMS help ensure the capabilities and relevance of libraries moving forward • A collection of tools and services that help libraries to • Optimize access, usage, collections and workflows Helping Your Library Be the Best Partner for Research

  5. Key Technology Requirements for ERAMS • Integration • Requires that data, access, and management tools work together seamlessly to connect patrons with content quickly and easily, enable more efficient library workflows, and reduce workloads for librarians • Interoperability • Requires active participation within the library community and standards bodies, and partnerships with libraries of all sizes • SFX in use with many of our customers • Web-native technology • Requires technology that has been designed for the Web from the ground up to take full advantage of the functionality and potential of the Internet Helping Your Library Be the Best Partner for Research

  6. ERMS – Integrate Resource Access & Management • Integrate management with access • ERMS is tightly integrated with Serials Solutions’ resource discovery products • Make a single change that affects all access services, eliminating redundant data entry • Ensure patrons and staff all see same, accurate data Helping Your Library Be the Best Partner for Research

  7. Why Electronic Resource Management? Logins & Passwords IP Addresses Vendor Licenses Admin URL Costs Terms of Use Trial Notes MARC Records A-to-Z Usage Stats Link Resolver Access URLs Acquisition Notes Coverage Dates Proxies Renewal Dates Outage Reports Fed Search Vendor Contacts Workflow Helping Your Library Be the Best Partner for Research

  8. Reduce time required to manage the collection Reduce costs to purchase and maintain the collection Grow collection to best fit your individual library’s needs Gain Control Over Your Electronic Resources ERM solutions help you gain control over the complex and time consuming process of selecting acquiring, and managing electronic resources. Helping Your Library Be the Best Partner for Research

  9. ERMS – Solves Lifecycle and Workflow Issues • Resource Lifecycle • Manage all lifecycle stages from a single module: • Discovery • Pre-acquisition evaluation • Trial • Acquire • Customize • Access • Post-acquisition evaluation • Ongoing issue management Helping Your Library Be the Best Partner for Research

  10. The DLF ERM Initiative • 2001: Early collaboration on ERM use cases and practices • 2002: ALA mid-winter informal meeting to extend research, followed by NISO/DLF workshop on ERM standards • 2003: DLF Fall Forum presenting initial requirements with vendor and library reactor panels • 2004: Final report issued • 2005: ERMI-2 proposal Helping Your Library Be the Best Partner for Research

  11. ERMS – Feature Rich Helping Your Library Be the Best Partner for Research

  12. Pre-Acquisition Evaluation Phase How does the resource fit within our current collection? Does it provide enough unique content for the cost?

  13. Make value-based decisions by placing resource in context with the rest of your collection using Overlap Analysis Evaluate Resources with Overlap Analysis Helping Your Library Be the Best Partner for Research

  14. Trial Phase Track resources on trial for easier management. Helping Your Library Be the Best Partner for Research

  15. View resources and easily begin tracking them with a resource status, such as “trial,” “under review,” or “subscribed.” Keep Track of a Resource’s Status Helping Your Library Be the Best Partner for Research

  16. Alert Notice Notify staff when a resource has been added as a trial. Helping Your Library Be the Best Partner for Research

  17. Set a status change alert to let staff know when a resource is on trial or has been cancelled. Alerts can also be tied to license renewal dates. Inform Staff of Status Changes with an Alert Helping Your Library Be the Best Partner for Research

  18. Acquire Phase Manage and store administrative metadata. Helping Your Library Be the Best Partner for Research

  19. Manage Acquisition Metadata Keep track of administrative metadata, such as logins and passwords Link directly to help pages or documents Helping Your Library Be the Best Partner for Research

  20. Acquire Phase Record license start and end dates, reviewers, and location of the physical copy. Helping Your Library Be the Best Partner for Research

  21. Manage Resource Licenses Helping Your Library Be the Best Partner for Research

  22. Resource Licenses Record detailed license information, including custom status, license type and reviewer Helping Your Library Be the Best Partner for Research

  23. Terms of Use Record and display resource terms of use. Helping Your Library Be the Best Partner for Research

  24. Terms of Use Terms of use can be attached to license to indicate valid user groups, valid uses, and custom notes to provide additional details Use the public display flag to pass terms of use details to hosted products to inform patrons Helping Your Library Be the Best Partner for Research

  25. Link displays when terms of use have been recorded in license and flagged for public display Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research

  26. Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research

  27. Contact Manager Record and manage vendor, provider and even internal contact details. Helping Your Library Be the Best Partner for Research

  28. Contact Manager Contact manager provides easy access to all resource contacts Customize contact roles to reflect local needs Helping Your Library Be the Best Partner for Research

  29. Contact Manager Contact can have more than one role Helping Your Library Be the Best Partner for Research

  30. Resource Notes Manager Record and manage any type of note for any resource. Helping Your Library Be the Best Partner for Research

  31. Keep track of resource outages and other issues with resource notes manager Add notes to provider, database or journal levels Customize note types and status options to reflect local needs Notes Manager Helping Your Library Be the Best Partner for Research

  32. Keep track of additional details about the original note Notes Manager Helping Your Library Be the Best Partner for Research

  33. Vendor Statistics Record vendor statistics metadata and archive file locations. Helping Your Library Be the Best Partner for Research

  34. Easily manage vendor statistics metadata Standard, type and frequency Login and password Stats archive location Manage Vendor Statistics Helping Your Library Be the Best Partner for Research

  35. Knowledgebase Analysis Tools 1 2 • Industry’s leading electronic resource knowledgebase is in use at more than 1,800 libraries worldwide • Make value-based collection development decisions with analysis tools such as Overlap Analysis and Benchmarking ERMS – How is Serials Solutions Different? • Integrated with resource discovery tools • Hosted on Serials Solutions’ servers • Rich with features that solve management issues 3 Helping Your Library Be the Best Partner for Research

  36. Analysis Tools Turn Management Into Decisions • ERMS is more than just managing your electronic resources • Analysis tools help make sense of the data you manage • Overlap Analysis, Usage Statistics, and Benchmarking help drive collection development and acquisition decisions • Analysis tools contribute to making value-based decisions about your resources Helping Your Library Be the Best Partner for Research

  37. Complete Knowledgebase Reduces Workload Comprehensive knowledgebase means: • No underlying metadata loading • No underlying metadata conversion work • No ongoing maintenance • 8 staff, 4 librarians Minimize your ongoing workload! Helping Your Library Be the Best Partner for Research

  38. The Industry’s Leading Knowledgebase • Manage all of your e-Resources • Full-text resources • A&I resources • Other resources soon • E-books • Dissertations • Web sites, etc. • More than 5.000 databases • More than 1.700 full text databases • More than 3.300 non-full text databases • More than 150.000 unique titles • More than 1,2 million MARC records • More than 72 million holdings • Updated and growing every day! Helping Your Library Be the Best Partner for Research

  39. Lack of a Knowledgebase Limits Potential • Resource comparisons require unified knowledgebase • Overlap Analysis • E-Catalog for finding every electronic manifestation of a resource • No unified knowledgebase? • Library systems marooned on data islands • Need to maintain data in two or more systems • Extra cost to purchase data from a vendor, or pay staff to collect and maintain it Helping Your Library Be the Best Partner for Research

  40. Authority Knowledgebase = Accurate Answers Content providers often deliver titles, ISSNs, and holdings data that are incorrect, non-standard, or missing altogether. • Serials Solutions’ data team uses proprietary tools to remove errors and standardize data with authority data. Benefits to librarians and patrons: • Accurate data ensures resource discovery tools are effective • Accurate data enables cross-vendor comparisons • Accurate data enables single application management with multi-application usage. • Accurate data delivers accurate answers Helping Your Library Be the Best Partner for Research

  41. Local installation = local headaches Hosted Applications • Eliminate wasted time and money • No servers to purchase, install & maintain • No software updates to install • No backup plans to maintain • Faster, more responsive development • Release 6- 8 weeks vs. once or twice a year • Always use the most up-to-date software and data XSLT Programming? Command Line? SQL Statements? Failover plans? = + Helping Your Library Be the Best Partner for Research

  42. World Class Support • Unlimited customer support from the first day of service • Regional support teams around the globe • Germany • France • Many Librarians on the ProQuest / Serials Solutions team • Customer Support • Programmers • Product Management • Sales • Industry leading response times • 97% satisfaction rate • Fast implementation • Live trial with YOUR data • Full text available now • Excel files can be used to upload local resources Helping Your Library Be the Best Partner for Research

  43. Consortia Management • Currently working with SCELC (Statewide California Electronic Library Consortium) • SCELC manages resources and license details on behalf of 93 member libraries, giving them the ability to: • Share licenses and terms of use • Manage resource vendor contacts • Automatically inform libraries about trials, purchases and other resource status changes with ERMS alerts • Discussions with EZB this week Helping Your Library Be the Best Partner for Research

  44. Consortia Management • Serials Solutions’ Software as a Service (SaaS) model allows development of true consortial support • All data resides in the same knowledgebase, so data about resources can be easily shared • User accounts all reside in the same application, using group permissions to determine access and control • Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface Helping Your Library Be the Best Partner for Research

  45. Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research

  46. National Consortia Factiva ABI/Inform LexisNexis Regional Consortia Factiva ABI/Inform LexisNexis JSTOR Local Library Factiva ABI/Inform LexisNexis JSTOR MathSciNet Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research

  47. Consortia Management • Member library instance needs to aggregate: • Consortia licensed material • Libraries can participate in multiple consortia • Locally licensed material • May need to allow consortia manager to ‘see’ locally licensed material (in some consortia, not in others) • Purchase decisions • Licensing terms • Inheritance of relevant metadata • License terms • Cost metadata • Release at the end of 2007 Helping Your Library Be the Best Partner for Research

  48. Consortia Management – Development Roadmap Helping Your Library Be the Best Partner for Research

  49. 2007 Developments - April • Cost Management (April 30) • Cost metadata associated with a resource • Collection Manager to support Cost Management • Cost at any level (collection, database, journal) • Ability to provide line item details • €1,000 for a database • €700 for Journal A within that database • €300 for Journal B within that database • Collection Manager • Support for Cost Management • Group resources in any manner to support licensing and cost data • Add databases, journals from any provider • Examples: Subscription Agent Collection; ProQuest Collection Helping Your Library Be the Best Partner for Research

  50. 2007 Developments - April • New Business Tier Architecture (April 30) • Move to .NET architecture • Modular • Extensible • Faster development – reuse of code much easier • Support for Unicode (left to right languages at this time) • Rich and complex interfaces possible • More efficient navigation • Defined controls • Built in support for web services and XML • Future personalization potential • Increased performance Helping Your Library Be the Best Partner for Research

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