ERM and Evergreen
- 1. ERMS + Evergreen ILS George Duimovich NRCan Library Ottawa,Canada Overview and discussion - getting started Evergreen 2009 Conference
- 2. Quick Announcement We are now live: http://catalogue.nrcan.gc.ca Phase I migration – April 1 st , 2009 Phase II migration – late summer 2009 Thank-you Equinox Software Inc., Lyrasis + community
- 4. Goals Overview Electronic Resource Management Systems Narrow focus : licensed content Some key features & issues Discussion and moving forward
- 5. The Service Challenge: on your desktop anywhere, anytime E-journals - Full-text E-books Databases Specialized alert services Bibliographic and citation services Researcher support All integrated and all connected too! (ha, ha!!)
- 6. Desktop content? Not enough… Digital going everywhere! O’Reilly Radar : “ Measured in terms of number of unique apps Books remains the fastest-growing category: during the week ending 4/12/2009, 11% of the apps in the U.S. store were in the Books category. Books has surpassed the Utilities category and may soon overtake the Entertainment category. “
- 7. Print title listings – hundreds of thousands 75,000 + publishers E-Journals and packages – 25,000+ 250+ full-text and bibliographic databases E-Books – 60 + collections And this is the tip of the iceberg! Complex topic: concentration in publishing industry; information control, etc. Source + Supply – licensed content
- 8. The context - ERM Licensed content – huge in academic, special and government libraries But growing in public libraries too E-books, audiobooks, e-journals, etc. New Evergreen adopters will be looking for community discussion and integration options for managing licensed content
- 9. Scope of investment Sample Academic Library – 70%+ of collection budget on serials and other continuing resources Costs driving shift towards digital only Try this: convert your subscription databases and e-journals budget into staff FTEs to get a new perspective on how big the investment is Implications: management, evaluation, and monitoring, budgets, affordable access, staff time, etc.
- 10. ERMS – side note Electronic resources management vs. “licensed content” resources management
- 11. ERM Massive moves from print to digital Workload & workflow changes New technologies Maintenance & support Budget decisions – evaluation and reporting ERM solutions – from paper, spreadsheets and other ad-hoc systems to in-house or full blown ERMS
- 12. ERM players / partners Publishers Subscription agencies Vendors Consortia & other library networks / associations
- 13. Full ERM Systems – what’s tracked Manage key details about your e-resources Access terms License details Trial information Supplier contacts Statistics and reports (collection analysis, etc.) Resource ‘lifecycle’ management, workflow Incident logs & other notes, etc.
- 14. ERMdb – early home grown system. BCL has since moved to Verde / SFX
- 15. A few key terms OpenURL NISO standard for bringing together information resources and services – common linking syntax Link Resolver Gives users access to various actionable services (link to full-text, ILL) based upon resource metatdata encoded in an OpenURL Knowledge Base data supplied by content providers, publishers, subscription agents, libraries, etc.
- 16. OpenURL Looks like no big deal, but very powerful in its simplicity and item level communication capabilities (simple example). http://service.nrcan.gc.ca/get-it?book&isbn=0674012925
- 17. Link resolver Example target configuration:
- 18. Link resolver.. Searching a non-library source but get library services
- 20. Served up with this OpenURL http://articles.library.upei.ca/GODOT/hold_tab.cgi/PCU?sid=google&auinit=RB&aulast=MacNaughton&atitle=First+steps+on+land:+Arthropod+trackways+in+Cambrian-Ordovician+eolian+sandstone,+southeastern+Ontario,+Canada&id=doi:10.1130/0091-7613(2002)030<0391:FSOLAT>2.0.CO%3B2
- 21. Knowledge base - the time saver Pre-populated lists of subscription, coverage data, publisher and bibliographic metadata, etc. Think “point and click” lists that are enabled by vendor service The big “value added” piece that draws libraries to ERMS products/services
- 22. Knowledge base example simplified Shows up in A to Z listing Package / title selection
- 23. Sample ERMS providers Ex Libris Verde/SFX III ERM Serials Solutions 360 services Gold Rush (CARL) EBSCO ERM Essentials CUFTS (open source) http://researcher.sfu.ca/ E-Matrix (open source) http://www.lib.ncsu.edu/e-matrix/
- 24. Quick look at ERMS public display III Encore with III ERM Resource record vs bib record display (and links back and forth) http://www.deakin.edu.au/library/ Try search on ‘nature’ http://catalogue.library.carleton.ca/ Try search on ‘project muse’
- 25. The ERMS resource record
- 26. Advisory note added to the resource record. Shows up in all attached bibs.
- 27. Sample KB update
- 28. Some custom / home grown ERMS Updates on some of those widely cited: Vera - MIT Now a hybrid (home grown piece in backend remains with MetaLib X-Server & SFX on frontend) ERTS – Tri-College Consortium Now moved to Verde (using Millennium as ILS) Hermes – Johns Hopkins Libraries Replaced now with Metalib and the open source Xerxes project
- 29. CUFTS – Open Source ERM ERM services Integrated A-Z database MARC support GODOT: Open Source Link Resolving Open Knowledgebase ** Integration with Open Access and free journals content (6000+ titles) Excellent documentation Manuals, screencasts, ‘cookbooks’
- 30. CUFTS – Open Source ERM Support community resources paid support options (very reasonable!) hosted option available Over 40 partners in academic libraries Academic site – UPEI Evergreen ILS + CUFTS http:// library.upei.ca /journals Development Roadmap http://researcher.sfu.ca/files/cufts.roadmap.2009.pdf
- 33. Sample staff admin interface screenshot
- 34. E-Matrix (NCSU) – Open Source ERM DLF ERMI informed data model Manages both electronic and print NCSU track record – innovative technology work in “de-coupling” the ILS (Endeca, etc.) pre-release documentation package available: http://www.lib.ncsu.edu/e-matrix/technology.html Some kind of formal announcement expected soon
- 36. ERM Systems – some challenges ERMS – why the weak market uptake? Vendor knowledge base - challenges Integration challenges ILS + ERMS = 2 silos ? Vendor / developer challenges Standards resource issues and dev priorities; competitive conflicts? “Resource record” – no standard?
- 37. Sample standards issue ONIX SPS – for “price lists” No title level costs ONIX SOH – useful for holdings information But no cost data or license terms ONIX PL – provides for expression of publisher’s license terms But just what is being licensed? Result: challenging environment for everybody.
- 38. DLF E-Resources Management Initiative ERMI I: main consideration - management of electronic journals ERMI II: license mapping; data standards, statistics (SUSHI & Counter), etc. Work is available under Creative Commons Attribution License Data dictionary, functional requirements, etc.inspires most ERM products Key report: http://www.diglib.org/pubs/dlf102/ ERM III ? NISO – focus on standards space
- 39. Some initiatives follow DLF ERMI (1,2 and now maybe ERMI 3) Also ILS-DI NISO standards & EDItEUR UKSG – KBART Knowledge Bases And Related Tools WG
- 40. Some initiatives follow Ex Libris URM strategy (why?) Serials Solutions Summons (why?) Ebsco’s ERM Essentials (why?) Open source ERMS (of course!): CUFTS and E-Matrix
- 41. And don’t forget… Many other players working on the “big picture” of digital resources
- 42. ERM and your standard ILS Is licensed content “so special” that traditional Acq + Serials had to be left dysfunctional with regards to ERM? Is the ERMS an outcome of an “abandon ship” approach for legacy Acq, Serials, and OPAC?
- 43. Evergreen ILS + ERM future Evergreen ILS is well positioned to respond to diverse ERM requirements First wave of academic libraries set to move ERM forward (and others in the pipe) Evergreen advantages: Industry leading support for network savvy protocols and standards Excellent connectivity and support for “wiring in” other systems
- 44. Evergreen ILS + ERM future Acquisitions, Serials and OPAC can grow organically with ERM functionality without concern for “competing revenue stream” e.g. version 1.6 – org-based 856 display Evergreen’s system architecture is open for business to play with full-blown open source as well as proprietary ERM systems
- 45. Evergreen ILS + ERM future ERMS space is messy and poses some serious challenges, but… For Evergreen ILS adopters: “ The ILS goes from being the library's least agile system to the most flexible” (Art Rhyno)
- 46. Discussion…