Post on 08-Aug-2015
Electronic Resource Management: Progressive Trends
Dr. Nihar K. PatraDeputy Librarian (In-charge)
National Institute of Food Technology, Entrepreneurship and Management (NIFTEM) MoFPI, Govt. of India, KundliEmail: patranihar@gmail.com
State-of-the-art NIFTEM Knowledge Centre – a multi-level five storey 5474.29 Sqmt is housed in aesthetically designed boat shaped signature building of the NIFTEM campus.
Monday to Sunday: 9.00 AM to 10.00PM and Before 15 days of exam and during exam:
9.00 AM to 12.00 midnight.
NKC Timings
Introduction: NIFTEM Knowledge Centre
NKC automated through VTLS-Virtua Web-OPAC Discovery Service Implemented 3M’s EM-RFID
for self issue/return facility security system Single Sing-on Web-based information services through
NKC portal
Teaching Lab Digital Library Public Announcement System WiFi CCTV Smoke Detector
Drinking Water Facilities for Users
Washroom for M/F & Handicap for each floor
Latest Technology and Infrastructure @ NKC
24*7 Access of NKC web OPAC from anywhere http://nkc.niftem.ac.in:8080
InfrastructureLatest Technology
Digital Library
Electronic CD Holder
Information KOISK
Self Issue/ Return System
Discovery
Service for
Single Search
Web OPAC
Institutional
Repositories Teachin
g LabDigital Library
Research and Reference Service NKC News Alert Service on
Food Processing Sectors Newspapers Clippings Service Database Access & Retrieval Resource Sharing and
Networking Unused Book Display Technical Demonstration User Education etc.
NKC Services
Village Adoption Programme: Adopted 34 villages in 19 States across India
NKC support for New Initiative Programme at NIFTEM
Food Processing Information Portal
Village Adoption Programme
NIFTEM Resources Govt. Organizations and Resources
Education Related Links Information for Farmers Contact Details of Different Sectors
FOOD PROCESSING INFORMATION PORTAL
Status Papers
NKC News Alerts on Food
Processing Sectors
Resources Map
Research / study reports
Rules / Regulations Bills / Policy / Act etc.
Annual Reports
Institutions / organizations
Govt. Scheme / Subsidies for Food Processing Sector
Banks Loans Equipments
Institutions/organization on Food Technology
Open Source e-journals / Magazines
Fellowships / Schemes
Video Clips and Success Stories
Locate warehouse and Cold Storage
Booklets on different food processing
products
How to become an entrepreneur
Companies
Food Parks
Equipment Manufactures
Suppliers
Electronic Resources◦ Range of e-resources available to libraries from
1960’s to the early 2000’s. Electronic Resource Management
◦ Evolution Electronic Resource Management Systems
◦ Vendor Systems◦ Open-Source ERMSs◦ Homegrown ERMSs
Electronic Resource Management
Usage Statistics
Users Feedback
Downtime Analysis and Review Problem
Uniqueness
Problem Logs
Contact Information
Troubleshooting
Hardware Needs
Software NeedsHoldings Lists
User/Admin IDs Password
Access Restriction
Admin Module Information
URL Maintenance
Claiming
Authentication & Authorization
OPAC Access
Library Portal: A to Z list
Federated Search
Discovery Service
Link Resolver
Life Cycle of
E-resources Management
Acquisition Management
Access Management
Administration Management
Support Management
Evaluation and Monitor
Management
Selection
Trial Use
EvaluationAuthenticate Bibliographic
information of the e-resources
Price Negotiation
Reviewing and Negotiating Licensing Agreements
Ordering and paying the e-resources
Access need / Budget
Subject Index
Browsing Lists
Acquisition Management
Access need / Budget
Selection Recommendation Trail offer Demonstration from publishers/vendors User recommendation Discussion lists Peer Library website Publisher’s catalogue From other Library of similar nature Colleagues suggestions
Trial Use Consistency / Uniformity Functionality
Life Cycle of E-resources Management
Evaluation Content Updates Quality – reputation of publisher as well as
intellectual level Indexing Up-gradation Authority – scholarly or not Accessibility Cost factor Technical support Licensing agreement
Authenticate Bibliographic information of the e-resources Verify coverage, content provider of the product,
frequency of updates and cost
Price Negotiation Product type: aggregator/full text database Product available through yearly
subscription, one-time purchase or multi-year deals with fixed price caps
Rental models Print + electronic deal Institution size Number of uses Price of consortia deal Price for journal package deal Patron-Driving Acquisition
Reviewing and Negotiating Licensing Agreements Authorized users and sites Archiving policy and perpetual access Institutional / self archiving Copyright and fair use Usage statistics Liability for unauthorized use Cost Technical consideration Suppleness and improvement Indemnification Terms of payment and termination Governing law
Ordering and paying the e-resources
Access Management Authentication & Authorization OPAC Access Library Portal: A to Z list Federated Search Discovery Service Link Resolver Subject Index Browsing Lists
Administration Management Holdings Lists User/Admin IDs Password Access Restriction Admin Module Information URL Maintenance Claiming
Support Management Software Needs Hardware Needs Troubleshooting Contact Information Problem Logs
Evaluation and Monitor Management Uniqueness Downtime Analysis and Review Problem Users Feedback Usage Statistics
Life Cycle of E-resources Management
1. EBSCO’ ERM Essentials2. Ex Libris’ Verde3. Innovative Interface’ Innovative ERM4. Serials Solutions’ 360 Resource Manager5. TDNet’ TDNet ERM Solutions6. Colorado Alliance’ Gold Rush7. SirsiDynix’ E-Resource Central8. Priory Solution’ Research Monitor9. University of Notre Dame’ CORAL10. Simon Fraser University Library’ CUFTS11. University of Wisconsin-La Crosse’ ERMes12. SemperTool’ Resource Management System - RMS13. OCLC’ Web-share License Manager14. MIT’ VERA15. HARRASSOWITZ’ HERMIS16. The Johns Hopkins University’ HERMES
Different Types of ERMSs
Developed in 2010
Features:◦ Knowledge base◦ A-Z list◦ Link resolver◦ Single point access◦ Report functionality◦ E-resources workflow management
such as trails, evaluations, licence management, orders and renewal
Modules:◦ My collection◦ Renewal◦ Upload◦ Reminders◦ Tasks◦ Options◦ Reports
EBSCO’ ERM Essentials
http://journals.ebsco.com/products-services/ebsconet-erm-essentials
Ex Libris’ Verde Developed in 2004
Features:◦ Knowledge base◦ Workflow functionality such as
trail, acquisition, licensing, usage, renewal procedures
◦ Cost analysis / Cost per use◦ A-Z list◦ Link resolver◦ Meta search system◦ Integrated with OPAC
Modules:◦ Verde Task◦ KB Manager◦ KB tools◦ Admin
http://www.exlibrisgroup.com/category/VerdeOverview
Developed in 2004
Features:◦ Knowledge base
management◦ Licensing & Contact
functionality◦ Limited acquisitions
functionality◦ RSS (Really Simple
Syndication) feeds◦ Faceted Search◦ Usage statistics by SUSHI
& COUNTER◦ Link resolvers◦ Flexible to generate
almost any reports
Innovative Interface’ Innovative ERM
http://www.iii.com/products/sierra/eresource-management
Developed in 2005
Features:◦ Cloud-based Knowledge base
management◦ A to Z list◦ Fewer customization options for
libraries◦ Single search interface◦ Overlap analysis◦ Administrative information & tracking◦ License module with templates◦ Budget tracking and fund accounting
information◦ Generate several type of reports◦ Usage statistics by COUNTER
Modules:◦ Advanced 360 Resource Manager
Tools◦ Assessment tools◦ Manage your products◦ Manage your library
Serials Solutions’ 360 Resource Manager
http://www.proquest.com/products-services/360-Resource-Manager.html
Developed in 2000
Features:◦ Knowledge base management◦ Single search◦ Current awareness features◦ Statistics and analysis◦ Collection-wide management◦ Collection and overlapping
analysis◦ Consistent update
Modules:◦ Journal manager◦ E-book manager◦ Database manager◦ Administration
TDNet’ e-Resource Manager
http://web.tdnet.com/TDNet-e-Resource-Manager
Developed in 2001
Features:◦ Gold Rush Decision
Support (formerly Gold Rush Reports)
◦ Subscriptions Module ◦ OpenURL link resolution ◦ A-Z list
Modules:◦ Holdings◦ Subscriptions◦ Cataloguing◦ Reports◦ Settings
Colorado Alliance’ Gold Rush
https://www.coalliance.org/software/gold-rush
Developed in 2011
Features:◦ Provides access to all library
e-resources via a single user interface.
◦ Managing licensing◦ Access rights◦ Usage report◦ Managing electronic content
acquisition and creation◦ Automatically downloads
metadata for all the contents ◦ Download resources by
providing user ID◦ Duplication check
SIRSI Corp’ E-Resource Central
http://www.sirsidynix.com/products/eresource-central
Developed in 2004
Features:◦ Usage Monitoring◦ Password
management◦ Client validation◦ Cost recovery◦ Contract
management
Priory Solution’ Research Monitor
http://www.priorysolutions.com/ResearchMonitor
Developed in 2010
Features:◦ Manage entire e-resources
workflow◦ Record license◦ Track organizations◦ Report usage
Modules:◦ Acquisition◦ Licensing◦ Administration◦ Support◦ Usage
University of Notre Dame’ CORAL
https://erm.library.nd.edu/
Developed in 2009
Features:◦ Licensing◦ Usage statistics◦ Renewal notification◦ Contacts information◦ A-Z list◦ Link resolver
Modules:◦ Local resources◦ ERM◦ Site setting◦ Statistics◦ Tools◦ Change site◦ Account settings◦ Logout
Simon Fraser University Library’ CUFTS
http://researcher.sfu.ca/cufts
Developed in 2009
Features:◦ Built in Microsoft Access 2007◦ Licensing◦ Usage statistics◦ Renewal information◦ Single search◦ Contacts information◦ A-Z list◦ Reports
Modules:◦ Database / cost history◦ Vendor stats access◦ Alternate access◦ Problem logs◦ Admin website access
University of Wisconsin-La Crosse’ ERMes
http://murphylibrary.uwlax.edu/erm/
Features:◦ A-Z Products and Resources◦ Link Resolver◦ Statistics◦ Discovery◦ Reports
SemperTool’ Resource Management System - RMS
http://www.sempertool.dk/services
Features:◦ Acquisitions◦ Circulation◦ Metadata◦ Resource Sharing◦ Discovery◦ Analytics◦ Licensing (optional)◦ Support EZproxy
Modules:◦ Metadata◦ Acquisitions◦ Licenses◦ Circulation◦ Admin◦ Help
OCLC’ WorldShare Management Services
https://oclc.org/worldshare-management-services.en.html
Developed in 2000
Features:◦ Knowledge base management◦ Search by title, subject, keyword or
provider◦ Licensing◦ Single search◦ A to Z list◦ Remote login◦ Access restriction◦ Link resolver
Modules:◦ Licensed details◦ Licensed list◦ Admin details◦ Subject list◦ Maintainer list◦ Reports
MIT’ VERA
http://owens.mit.edu/sfx_local/az/mit_all
Resource Identification and Evaluation◦ Detailed information on all periodical◦ Notifications of changes in online availability of publications and publisher’s
e-journals policies License management
◦ License analysis based on library licensing requirements◦ License negotiation with publishers on behalf of libraries◦ Online repository for signed licenses
Ordering and Payment, Renewals and Cancellations Activation of Electronic Resources Public Resource Discovery and Access
◦ A-Z lists, link resolvers, tables of contents service etc.◦ Access verification
Technical Access Management◦ Notification of URL changes◦ Notification to publisher of library IP changes
Usage Tracking◦ COUNTER statistics on publishers’ websites
HARRASSOWITZ’ HERMIS
http://www.harrassowitz.de/subscription_services/hermis.html
Automatic notification to appropriate librarian
Workflow management and approvals process to support the selection, procurement, and implementation of e-resources
Web-based custom report generation and administering e-resources
Interoperable with existing and future systems
The Johns Hopkins University’ HERMES
https://jscholarship.library.jhu.edu/handle/1774.2/32801
1 Access restriction 2 Automatic notification 3 Automatically download
metadata 4 A-Z list 5 Budget tracking & fund
accounting 6 Circulation 7 Consistent updates 8 Contact information 9 Cost analysis / cost per
use 10 Current awareness 11 Discovery
12 Integrated with OPAC 13 Knowledge base 14 License module with
template 15 Licensing 16 Link resolver 17 Overlap analysis 18 Remote login 19 Renewal information 20 Report functionality 21 Resource Sharing 22 Single search 23 Usage statistics 24 Workflow management
Major Features
ERM E
ssen
tial
Verde
Inov
ativ
e ER
M
360
Resou
rce
Man
ager
e-Res
ourc
e Man
eger
CORAL
CUFTS
ERMes
RMS
Wor
ldSh
are
Man
agem
ent S
ervi
ces
VERA
HERMIS
HERMES
Gold
Rush
E-Res
ourc
e Cen
tral
Resea
rch
Monito
r0
2
4
6
8
10
12
14
16
10
14
7
8
7
12
9
8
7
9
7
9 9
5
8
4
Features
Features
This will be very handy tool in making right choice & decision for selecting ERMS for efficient management of e-resources
Advantages
Effectively manage the life cycle of e-resources starting from evaluation, selection, and acquisition through renewal/review and cancellation
Ability to maintain resources, track licenses, and manage coverage data and A-Z holdings etc.
Assistance in managing e-journals with no duplication of effort
Easily analyze cost, usage, and licensing information
Libraries can quickly analyze actual expenditure vs. budget
Allows users to simultaneously search multiple databases and receive combined results
Conclusion
Negotiation license with content provider, evaluation of trial subscriptions, centralized acquisition, budgeting and ordering.
E-mail alerts remind before the licenses are up for renewal with a custom time period.
Includes acquisitions information, contacts, account information and access information.
Access verification and technical access management includes notification of URL changes and to publisher for IP changes
Facilitate A-to-Z database search, MARC record of each title and direct to article OpenURL resolving
Many more…
Disadvantages
The digital collection such as digital images, streaming video sound file etc. are still to dealt with
Implementation of ERMS system leads to a huge additional cost since most of the proprietary ERMS are costly.
A group of professionals with their technical skills/expertise is required for implementing ERMS
Although most of the functions are inimitable in all ERMS but the paramount issue i.e. basic structural features / modules are unlike
Integration of electronic resources in ERMS is a mountainous job which takes longer time
Not a single ERMS provides complete functionality of workflow of e-resources.
Queries may be sent at : patranihar@gmail.com