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Making the Connections

Making the Connections. An E-Matrix for Managing Resources in the Dis-integrated Library System. David Goldsmith and Greg Raschke, NCSU Libraries ACRL, April 9, 2005. Making the Connections: Outline. Definition and Introduction of E-Matrix Why Build an ERM? Why Develop E-Matrix?

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Making the Connections

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  1. Making the Connections An E-Matrix for Managing Resources in the Dis-integrated Library System David Goldsmith and Greg Raschke, NCSU LibrariesACRL, April 9, 2005

  2. Making the Connections: Outline • Definition and Introduction of E-Matrix • Why Build an ERM? • Why Develop E-Matrix? • Major E-Matrix Objectives • Future Directions

  3. Why Build an ERM? • Growing serial & e-resource management problem • Volume growth of e-collections • Growing expenditure • Increasing importance and use • Varied subscription models and packages • Constantly changing business models • Lack of automated management tools

  4. Words of Praise for ILS • Handles certain functions well • MARC and Integrated Library Systems were both huge leaps forward • Enabled groundbreaking progress • BUT…

  5. 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 Custom Portals Authentication & Authorization • websites (856) • e-books • e-journals • databases e-journal finder institutional repository Serials Solutions TDNet SFX evaluative data alert services course pages

  6. Why Build an ERM?, cont. “The card catalogs in large libraries are a barrier to the use of the library.” – Michael Gorman “Most integrated library systems, as they are currently configured and used, should be removed from public view.” – Roy Tennant

  7. Why Build E-matrix? Serial and E-Resource Discovery Problem “Our library users cannot yet come to the library’s Web site with a citation in hand and easily find the full text, even when it is available there.” – Kristin Antelman

  8. Title Format Available Location Applied Physics Electronic 1931 to present URL Print 1937 to present QC1 .P66, 6th floor stacks View full bound volume information View full record

  9. Why Build E-matrix?, cont. • Overall philosophy

  10. Value Added Features • Integration with existing data stores • Direct faculty input and ranking • Serials integrated – simplified holdings • Complex bundle relationships • Localized evaluative data and usage reports • Local subjects and metadata

  11. E-Matrix objectives Acquisitions manage electronic and print serial subscriptions, other e-resources, support licensing; local control Discovery anddisplay enhance access points; improve user displays; leverage local metadata; access at the work level CollectionManagement support resource selection, allocation, and evaluation; manage and use faculty-provided data; integrated data reports

  12. Acquisitions • 19% of total collections budget spent on electronic resources • 28% of serials budget on e-resources • Still in a bi-model mode for many titles and divergent workflow is costly

  13. Licensing • Systematically tracking terms and conditions of materials • Digital Rights Management (DRM) will govern use over fair use rights • Breach control will increase as vendor monitoring methods become more sophisticated

  14. Workflow • Focus on single point of description for all resources • Making choices about where to invest the time on processing • Contextualized subject analysis w/in tech services • Finishing the deal

  15. Collection Evaluation/Cost Analysis

  16. Future Directions • Emerging standards • New resources and controls • Vendors and libraries? • New resource discovery environment

  17. Metasearch/ Ref. Linking Knowledge Bases Repositories Subject Pages Web Portal Licensed/ Owned E-content SJERM/ E-Matrix Course/Pers. Pages Print Collections Journal/DB Finder XML Indexing/ Faceted Search ILS

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