Electronic Resources Management Stand-Alone Solution

1. Electronic Resources Management Stand-Alone Solution Original Presentation to Cornell University August 28, 2003 Revised and Updated June 1, 2004 Innovative Interfaces, Inc. Sandy Hurd Director of Sales, Digital Solutions

2. All slides are proprietary and confidential. They may not be copied or distributed.

3. Company Background

4. Company Overview • Owned and operated by founder since 1978 • Headquartered in Emeryville, CA • Profitable since inception • 25 years of groundbreaking product development • First OCLC interface • First multi-user Acquisitions and Serials Control System • Acquisitions – 1981 • Serials – 1983 • First Java-based library management system • First Electronic Resource Management system • Sustained customer growth in academic libraries • 1,100+ servers installed (serving over 3,500 libraries) • Annual revenue of US $70M + • Systems installed in 40 Countries

5. Innovative Corporate Vision • Consistent management philosophy • Stability of ownership and management • Re-invest in people, products, and services • Customer-focused • User Groups and Director Retreats • 2004 IUG in Boston – 1,400 participants • 2005 IUG in San Francisco - ? • Libraries stay with Innovative • 60-100 new contracts added annually • State-of-the-art solutions • All modules enhanced each year • Evolve the architecture • Develop new products

6. 40 Countries, Help Desk 24/7/365 Finland Sweden Estonia Canada UK Belgium Poland Ireland Germany France Hungary Spain Japan China United States Italy Turkey Korea Portugal Qatar Morocco Egypt Taiwan Hong Kong UAE Mexico Macao Thailand Malaysia Philippines Singapore Mozambique Botswana Zimbabwe Chile Australia Namibia Lesotho New Zealand South Africa

7. Corporate Profile – 280+ Employees

8. # 1 Support ratio of 1:7 Rank Vendor Total Customer Support Staff Ratio 1 Innovative 145 1:7 2 Gaylord 35 1:8 2 Inmagic 8 1:8 2 Auto-Graphics 10 1:8 2 Sirsi 170 1:8 6 TLC 55 1:9 6 EOS International 20 1:9 8 Keystone 5 1:10 9 Geac 53 1:13 10 Dynix 216 1:14 11 Endeavor 52 1:15 12 CyberTools 3 1:16 13 Ex Libris 44 1:17 14 Open Text 12 1:18 15 VTLS 17 1:23 Customer Service Information Systems Report Volume 1, Number 11, January 15, 2003

9. Introduction to ERM

10. Why are we having these problems? • Publisher imperatives • New types of materials • New procurement methods and documentation • New methods of access • Customer imperatives

11. How do libraries manage today? License Details Paper Files Spreadsheets Database Anything Payment Details System Details Contact Details

12. Managing E-Resources Today • Cost • Payments • Renewal dates • Access restrictions • Access methods • IP addresses allowed • Resource links • ILL permissions • Copying permissions • Contracts/licenses • Management notes • Negotiation details • Holdings data • And more

13. How did ERM come to be? • Challenges in license management • Storing license information • Managing license acquisition workflow • Quick reference for questions of use: • “Can I do this with this resource?” • Innovative’s response: • Customer-initiated • Real-world architecture • Real-world requirements: • Ticklers • Multi-value fields • Layered permissions • Digital Library Federation’s Electronic Resources Management Initiative (ERMI)

14. ERM Architecture

15. [Bibliographic Record] Agricultural Economics [Holdings Record] 1975 – 2001 [Bibliographic Record] Methods in Spectroscopy [Holdings Record] 1998 - Present [Bibliographic Record] Archives of Brain Studies [Holdings Record] Vol. 65 - Traditional Relationships License Details Tech Services Process Payment Details Vendor Details

16. [Bibliographic Record] Agricultural Economics [Holdings Record] 1975 - Present [Holdings Record] 1975 – 2001 [Bibliographic Record] Methods in Spectroscopy [Holdings Record] 1998 - Present [Bibliographic Record] Archives of Brain Studies [Holdings Record] Vol. 65 - ERM Enhanced Database Structure [Resource Record] EBSCOhost : Electronic Journals Service [Resource Record] Science Direct [Vendor Record] Contacts [License Record] License Details [Order Record] Payments

17. ERM Staff Interface

18. Title Tracking

19. License Overlaps

20. Resource Record Detail

21. License Tracking and Reporting

22. Protected Field Combined Value Field

23. Contacts Management Tickler and E-mail Alerts

24. Batch Loading

25. Managing E-resource Metadata ERM • Vendor Data • Research in the Economy • Vol. 1, 1998 to Present • http://ebscohost.com/AE • In: EBSCOhost • Trends in Sociology • V. 16, 1996 to Present • http://ebscohost.com/TS • In: EBSCOhost EBSCOhost : EJS New Title Link Research in the Economy New Records Vol. 1, 1998 to Present No Change Trends in Sociology The system determines the appropriate action for each record Vol. 16, 1996 to Present Update Holdings

26. Sources: • EBSCO • Serials Solutions • TDNet • Formats: • Spreadsheet • Text file (Do It Yourself) • Innovative XML • Batch Loading: • Creates new holdings • Links titles to resources • Updates URLs • Updates coverage • Identifies updates, new • records, deleted titles

27. Coverage Database

28. Patron Interface ViaOptional Web OPAC

29. Patron Solutions: A-Z List of Databases & Search Tools

30. A-Z List of Databases

31. Resource Search, A-Z Access, Topic Search

32. Choose the Database

33. Full Resource Display

34. Link to E-journal Content

35. Title Search

36. Title Details

37. Full ERM Details

38. Relationship To Primary ILS • Data interfaces / staff data management • Regular loads of bibliographic data • Loaders included in bundle • Regular loads of holdings/coverage data • Loaders included with bundle • Serials Solutions/TDNet/EBSCO/other • ONIX standard work with NISO + EDItEUR, pilot stage • Patron Interface • Web views via Web OPAC (optional) • Report Writer outputs MARC or other format (optional) • Link from ERM to ILS, link stored in 856, use raw XML or formatted HTML • Develop an API using raw XML

39. ERM Status

40. First Group “Developers” Glasgow University The Ohio State University University of Washington University of Western Australia Washington State University Second Group “Beta” CISTI Library of Congress (stand alone) National Institutes of Health Oregon Health Sciences University of Arizona University of California, San Diego University of Nevada, Reno University of Technology Sydney Utah State University (stand alone) Installed Development Partners

41. ERM Stand-Alone Version • In general release March 2004 • Innovative seeks partners to help ensure that the stand-alone version is • Fully featured • Robust • Sophisticated • Local install or access through an ASP model • ERM deployment is top priority

42. Millennium Editor Bibliographic records Resource records License records Holdings records Vendor records Bibliographic record loader (MARC) XML and Text File Loader Advanced searching Basic system setup and administration Login administration Passwords and authorization Backup 2 Staff user licenses Innovative DBMS or Oracle (Linux coming) Report Writer/Statistics (optional) Web OPAC (optional) ERM Software Bundle

43. ERM Benefits • Manage more titles • Manage increasingly complex publications and relationships • Manage greater financial investment • Store and manage new types of information • Fulfill the legal obligation to inform of terms of use • Provide more information to more staff and users

44. ERM Summary • Much more than a shrink-wrap desktop product • Architecture second to none • Customization and local control • Designed and supported by technical services and library system experts • Frees staff from maintenance of multiple databases • Frees staff from local development projects

45. Thank you.