Electronic Resource Management: Evolution of Workflows & Tools

Transcription

1 Electronic Resource Management: Evolution of Workflows & Tools By Dawn Hale ALCTS Webinar: Electronic Resources Workflows & Tools October 23, 2013

2 Presentation Goals Overview of electronic resource management tools First generation approaches: subscription management Second generation approaches: managing the life cycle Next generation: dynamic exchange

3 1 st generation Electronic Resource Management: approaches Access relational database Home grown and consortial systems Commerical stand alone ERMs III s ERM integration with ILS Open source systems (CORAL, JISC Knowledge Base+, GOkb)

4 DLF Electronic Resource Management Influence of ERMI I & ERMI II on: Development of knowledgebase tools Initiative (ERMI) Workflows (trials, licenses) Standards & best practices Hale, Dawn (2012, January 20) Dallas outdoor art.

5 Standards: improving supply chain workflows with KB tools NISO KBART: Knowledge Bases and Related Tools: A NISO/UKSG Recommended Practice Phase 1 (2010) & Phase II (2013) NISO PIE-J: Presentation and Identification of e-journals NISO IOTA: Improving OpenURLs Through Analytics

6 Centralized system efficiencies Title/package tracking & management License terms management Administrative information storage Vendor contacts Workflow management Statistics Reporting

7 Workflows often outside ERMs Hale, Dawn (2013, October 6) Detours.

8 Distributed workflows & tools Selection: book vendors, subscription systems (e.g., GOBI, Swetswise, Ebsconet) Communications with vendors & internal Problem tracking (e.g., , Jira, Request Tracker, Blogger, Footprints, Basecamp) Ebook Patron Driven Acquisitions (ILS)

9 Challenge of proprietary standalone system interoperability with: Open URL Link resolver Order & Cost data: ILS acquisitions module, payments via enterprise financial system Public access Proxy ILL system Aggregated usage statistics

10 2 nd generation: holistic eresource life cycle workflow integration model Webscale, unified system to manage acquisitions, tracking, licensing, aggregated usage statistics, discovery Alma, OCLC Webscale Management, Intota, Kuali OLE Integration with book vendor/subscription agent systems, link resolver, proxy Hale, Dawn (2013, October 6). Traffic circle

11 Guidelines & best practices facilitating life cycle management ONIX-Publications Licenses Encoding project NISO Open Discovery Initiative ( COUNTER ( NISO Standardized Usage Statistics Harvesting (SUSHI) CORE: Cost for Resource Exchange Protocol (

12 Workflow challenges common to 1 st & 2 nd generation systems Uneven publisher metadata License restrictions in sharing metadata/holdings Variation in time KB updated (title/coverage changes, URL changes, mergers) Staff time to implement changes locally

13 Open access New purchase models Shared e-collection purchases Consortial purchases (bundles, big deal) Some databases transforming to linked datasets Impact of linked data Changing landscape Hale, Dawn (2013, October 6). Fall foliage.

14 New directions & workflow impacts Scale: Dramatic escalation in electronic & digital resources to manage Reduction in Technical Services staff resources Labor to maintain system & its sustainability ERM only as good as one s ability to maintain it Vendors automating data & metadata creation Reduce redundancies Minimize data inconsistencies reduce inefficiencies Emphasis on sharing/re-use/re-purpose data

15 Tools facilitating data exchange, indexing & re-using/re-purposing International Standard Text Code (ISTC) Registering textual work Digital Object Identifier System (DOI) Granular level (e.g., chapters, illustrations) Automated Name identity management International Standard Name Identifiers (ISNI) ORCID ONIX XML schemas SOH (serials online holdings) SPS (serials product information) SRM (serials publication/release information) ONIX for books (book product information)

16 Next gen eresource management: more timely connections Dynamic exchange of eresources data between publisher, vendors, library, discovery system, enterprise financial system, link resolver, proxy Hale, Dawn (2012, January 20) Dallas outdoor sculpture

17 Contact: Dawn Hale THANK YOU!