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Background of UCSD Libraries. Subscribe to over 400 paid
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1. Electronic Resource Management: a Vended Approach Tony Harvell
Head of Acquisitions
UCSD Libraries
tharvell@ucsd.edu
2. Background of UCSD Libraries Subscribe to over 400 paid “electronic resources” (including e-journal packages, aggregators, databases, CD-ROMs)
About 60% are purchased consortially through California Digital Library
Innovative Interfaces user since 1987
Full-level cataloging done on nearly all e-journals (both for UCSD and the CDL)
3. Need to better manage e-resources Shift to e-only journal access (over 8,000 paid e-journals)
E-resource budget share continues to grow (in excess of 15% currently)
Need to track resources from trial through licensing negotiation and payment
ILS had no means monitoring all activities so many separate files were being maintained, many in paper
4. Considerations Identified all potential users of an ERMS
Identified the potential uses of the system
Examined amount of human resources and computer resources needed to develop and maintain the system
Is system scaleable and sustainable?
Is financial support available for future developments and enhancements?
5. Options available Develop system in-house
Costs prohibitive
IT staff unavailable
Adopt (purchase?) system from another library
UCLA
Purchase a vended system
6. Vendor solution Innovative Interfaces Electronic Resources Management was in development at this time
Our library has historically been a “beta test” library for other III products
We believed it would require little or no local programming or development
We hoped it would be fully integrated into our existing ILS
7. Implementation Installation in October 2003
WebEx training from III
Working Group created to evaluate product, provide feedback to III, and develop local standards for implementation
Participate in e-discussion list and conference calls with other users
8. Positive experiences Uses same platform as our existing Web- based technical services components
Can build database using existing records for orders and holdings
Offers quite a bit of local customization ability and locally defined fields and labels
Generally follows the Digital Library Foundation’s ERMI standards and practices
9. Challenges Because it is in beta, there is no documentation and “kinks” are continuously being worked out
System architecture may require us to rethink how we currently catalog electronic resources
OPAC display is currently being developed, so we may have to redesign OPAC screens
Not clear as to how it can be used to develop our e-resources portal (SAGE) which includes both licensed and open-access resources
10. Future directions Experiment with E-holdings loads
Work with public services staff to redesign OPAC displays to incorporate ERM data
Develop resource records that monitor vendor performance and track usage statistics
Possible adoption for consortial use by UC libraries?