Making the Connections

An E-Matrix for Managing Resources in the Dis-integrated

Library System

David Goldsmith and Greg Raschke, NCSU LibrariesACRL, April 9, 2005

Making the Connections: Outline

Definition and Introduction of E-Matrix Why Build an ERM? Why Develop E-Matrix? Major E-Matrix Objectives Future Directions

Why Build an ERM?

Growing serial & e-resource management problem Volume growth of e-collections Growing expenditure Increasing importance and use Varied subscription models and packages Constantly changing business models Lack of automated management tools

Words of Praise for ILS

Handles certain functions well MARC and Integrated Library Systems

were both huge leaps forward Enabled groundbreaking progress BUT…

Dis-integrated Library System

• websites (856)

• e-books

• e-journals

• databases

alpha list of databases

subject list of databases

e-journal finder

Serials Solutions

TDNet

web subject guides

• Licensing Files

• ILL Files

• Collection Management Files

• Helpdesk Files

• Statistical Files

institutional repository

Authentication & Authorization

Custom Portals

alert services

SFX

evaluative data

course pages

Why Build an ERM?, cont.

“The card catalogs in large libraries are a

barrier to the use of the library.” – Michael Gorman

“Most integrated library systems, as they are currently configured and used, should be removed from public view.” – Roy Tennant

Why Build E-matrix?

Serial and E-Resource Discovery Problem

“Our library users cannot yet come to the library’s Web site with a citation in hand and easily find the full text, even when it is available there.” – Kristin Antelman

Title Format Available LocationApplied Physics Electronic 1931 to present URL

Print 1937 to presentQC1 .P66, 6th floor

stacks

View full bound volume informationView full record

Why Build E-matrix?, cont.

Overall philosophy

Value Added Features

Integration with existing data stores Direct faculty input and ranking Serials integrated – simplified holdings Complex bundle relationships Localized evaluative data and usage

reports Local subjects and metadata

E-Matrix objectivesE-Matrix objectives

manage electronic and print serial subscriptions, other e-resources, support licensing; local control

support resource selection, allocation, and evaluation; manage and use faculty-provided data; integrated data reports

Acquisitions

CollectionManagement

Discovery anddisplay

enhance access points; improve user displays; leverage local metadata; access at the work level

Acquisitions

19% of total collections budget spent on electronic resources

28% of serials budget on e-resources Still in a bi-model mode for many titles

and divergent workflow is costly

Licensing

Systematically tracking terms and conditions of materials

Digital Rights Management (DRM) will govern use over fair use rights

Breach control will increase as vendor monitoring methods become more sophisticated

Workflow

Focus on single point of description for all resources

Making choices about where to invest the time on processing

Contextualized subject analysis w/in tech services

Finishing the deal

Collection Evaluation/Cost Analysis

Future Directions

Emerging standards New resources and controls Vendors and libraries? New resource discovery environment

SJERM/E-Matrix

ILS

KnowledgeBases

Metasearch/Ref. Linking

Journal/DBFinder

WebPortal

Course/Pers.Pages

SubjectPages

XML Indexing/Faceted Search

Repositories

Licensed/Owned

E-content

PrintCollections