Three S s of Electronic Resource Management: Subscriptions. Oliver Pesch Chief Strategist, E-Resources EBSCO Information Services

Transcription

1 Three S s of Electronic Resource Management: Subscriptions Oliver Pesch Chief Strategist, E-Resources EBSCO Information Services

2 Subscriptions The challenges The changing role of the subscription agent Benefits for customers Standards and how they can help

3 The challenges

4 This Assess need/ budget Order Pay Monitor Acquire Provide Access Catalogue Check-in/ shelve Provide Support Administer Claiming Life cycle of a resource

5 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Life cycle of a resource Provide Support Acquire License terms Price Administer Order Provide Access Pay User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

6 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Life cycle of a resource Provide Support Acquire License terms Price Administer Order Provide Access Pay Transitioning from Print to Online User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

7 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Life cycle of a resource Provide Support Acquire License terms Price Gaining Access Administer Order Provide Access Pay User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

8 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Life cycle of a resource Provide Support Acquire License terms Price Administer Order Provide Access Transfer of Journals Changes in Format Pay User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

9 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Life cycle of a resource Provide Support Acquire License terms Price Administer Order Provide Access Handling Packages Pay User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

10 Became this! User feedback Usage stats Downtime analysis Review problems Problem log Hardware Software Contact info Trial use Assess need/ budget Troubleshoot/ triage Monitor Provide Support Acquire License terms Price Administer Order Provide Access Pay User IDs Admin module information Preferences (store) Access restrictions View rights for use IP Addresses Measuring Usage and Value of Content Life cycle of a resource Register Proxy Servers Claiming Catalog Portals/Access lists Campus authentication

11 The agent s changing role

12 Traditional opportunities for efficiency Orders Renewals Single title file Subscription Agent Claims Invoices Payments Libraries Publishers

13 Evolving opportunities for efficiency Capturing data Influence processes Feeding other systems Subscription Agent License details Access & Registration data Libraries Order Activation Package Renewal Updating ERM systems Holdings list Publishers

14 Other complementary services Leveraging the captured data and knowledge of content and customer s subscriptions Access services A-to-Z Link resolver MARC Management tools ERM Usage consolidation

15 Benefits for customers Streamlines workflows Saves time Reduces cost Supports better informed decisions Key data elements readily available Improve access for end users More timely activation of subscribed content More accurate holdings and coverage Better integration of full text

16 Standards

17 Standards Exchanging title lists (publisher to agent) KBART, ONIX-SPS Exchanging holdings lists (agent to library; agent to knowledge base vendor) KBART, ONIX-SOH Exchanging cost information (agent to library) EDI, CORE Exchanging license terms (publisher to agent; agent to library) ONIX-PL Exchanging usage data (publisher to library) COUNTER, SUSHI

18 Thank You Oliver Pesch