LITA/ALCTS ERM Interest Group June 24, 2011 Tim Jewell ([email protected])
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Transcript of LITA/ALCTS ERM Interest Group June 24, 2011 Tim Jewell ([email protected])
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NISO ERM Data Standards and Best Practices Review
Update
LITA/ALCTS ERM Interest GroupJune 24, 2011
Tim Jewell ([email protected])
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Gateway to Improving ERM System Deliverables:
NISO ERM Data Standards and Best Practices Review
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Deberah EnglandElectronic Resources LibrarianWright State University
Welcome!
Bob McQuillanSenior Product ManagerInnovative Interfaces
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Ivy Anderson (co-chair, California Digital Library)
Tim Jewell (co-chair, University of Washington)
Jeff Aipperspach (formerly Serials Solutions) Deberah England (Wright State University) Rafal Kasprowski (Rice University) Tim McGeary (Lehigh University) Bob McQuillan (Innovative Interfaces) Angela Riggio (UCLA)
ERM Data Standards and Best Practices Review
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Workshop co-sponsored by NISO and the Digital Library Federation (DLF) in 2002
ERMI evolved under the guidance of DLF to:
“Develop common specifications and tools for managing the license agreements, related administrative information, and internal processes associated with collections of licensed electronic resources”
Electronic Resource Management Initiative (ERMI), Phase I
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Functional Requirements Support the “Life Cycle” of electronic
resources:◦ Selection and acquisition◦ Access provision◦ Resource administration◦ User support and troubleshooting (staff and end-
users)◦ Renewal and retention decisions
E-Resource Acquisitions Workflow
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DLF ERMI 2004 Report Relationships
(Data Model)◦ Packages and their
constituent parts◦ Knowing which
resources share the same interface, license terms, business terms, etc.
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DLF ERMI 2004 Report Information
(Data Dictionary)◦ License permissions
and constraints◦ User ID, passwords,
administrative info, etc.
◦ Contacts for support and troubleshooting
◦ Cancellation restrictions, price caps, etc.
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DLF ERMI 2004 Report Workflows
(Functional Requirements)◦ Mounting Trials◦ Routing Licenses◦ Placing Orders◦ Implementing access◦ Notifying relevant
staff
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SUSHI
CORE
License Mapping
Data dictionary review
Electronic Resource Management Initiative (ERMI), Phase 2
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ALA Midwinter 2009 ERM Gap Analysis Focus Group ERMI 1 & 2 participants addressed future of
ERMI data dictionary and related issues:◦ Libraries need help with workflows & best practices◦ Existing ERM Systems
Under-developed Need more functionality
Import / export data Support everyday business activities / functions
◦ Data exchange is critical◦ ERMI data model still important◦ Data dictionary key to functionality &
interoperability◦ License elements / values need simplification
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“Gap analysis” regarding ERM-related data, standards and best practices
Review ERMI Data Dictionary◦ Map elements to other relevant standards
projects Consult with vendors, libraries using ERM
systems and other stakeholders for additional feedback◦ Data requirements◦ Implementation◦ Standards
The “Plan”
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Recommend future of ERMI Data Dictionary Describe challenges libraries face with
current ERM systems and services Identify gaps in interoperability and best
practices Report to be delivered to the NISO Business
Information Topic Committee and made publicly available
Project Deliverables
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Progress and Pain Points– Results of Recent ERM Surveys General, including Satisfaction and
Dissatisfaction Problems areas:
◦ System implementation◦ Workflows, internal communication◦ Licensing◦ Consortial services◦ Cost per use / evaluation◦ Ebooks
Potential bearing on Standards
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Why Standards? Reduce re-keying Reduce maintenance cost & disruption Durability of data Avoid supplier lock-in Easier development path Platform for collaboration Whole system economies
Source: “The Business Case for Standards” (JISC)
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Standards vs. Best Practices? NISO Standards
◦ Balloted – e.g., MARC, ONIX-SOH, Z39.50 Formally designated Best or Recommended
Practices◦ E.g., CORE, KBART, SERU
“Local” Best Practices Vendor and product identity management is
a major problem:◦ Represent vendor-resource-holdings relationships◦ Manage resource and holdings in standardized,
shareable way
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1. Link resolvers & knowledge bases2. The Work, manifestations &
access points3. Integration of usage & cost-
related data4. Coding license terms & defining
consensus5. Data exchange using institutional
identifiers
Standards & Best Practice Categories
Source: R. Kasprowski: “Best Practice & Standardization Initiatives for Managing Electronic Resources,” ASIST Bull., Oct/Nov 2008
(v. 35 no. 1, pp. 13-19)
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OpenURL (OCLC)
KBART (NISO)◦ Knowledge Base And Related Tools
IOTA (NISO)◦ Improving OpenURLs Through Analytics
1. Link resolvers & knowledge bases
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DOI (International DOI Foundation) ◦ Digital Object Identifier
MARC 21 (The Library of Congress) ONIX for Serials (EDItEUR)
◦ SOH (Serials Online Holdings)◦ SPS (Serials Products and Subscriptions)◦ SRN (Serials Release Notification)
ONIX for Books PIE-J (NISO)
◦ Presentation and Identification of E-Journals Transfer Code of Practice (UKSG)
2. The Work, manifestations & access points
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CORE (NISO)◦ Cost Of Resource Exchange
COUNTER (UKSG)◦ Counting Online Usage of NeTworked
Electronic Resources
SUSHI (NISO)◦ Standardized Usage Statistics Harvesting
Initiative
3. Integration of usage & cost-related data
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ONIX-PL (EDItEUR)◦ ONIX for Publications Licenses
SERU (NISO)◦ Shared Electronic Resource Understanding
4. Coding license terms & defining consensus
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I2 (NISO)◦ Institutional Identifiers
Shibboleth (Internet2 Middleware Initiative)
vCard (Internet Mail Consortium)
5. Data exchange using institutional identifiers
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Much to applaud, build on from wide variety of standards and best practices work
Future of ERMI data dictionary still unclear
Major problem areas remain, including
◦ License complexity, expression/encoding
◦ Workflow support
Takeaways so far . . .
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Immediate (by end of June) Provide access to full, original version of Collins/Grogg ERM
survey article
Near-term (July/August)◦ Complete, release “discussion paper”◦ Provide access to documents
Standards “mapping” spreadsheets Workflow documents
Bibliography Internal documents from selected libraries
◦ Complete summary/highlights version for NASIG Proceedings
Project loose ends . . .
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More Information
ERM Data Standards and Best Practices Review Working Group
http://www.niso.org/workrooms/ermreview