Disintegrated Library Systems and Electronic Resource Management

1
"Dis-integrated Library Systems and Electronic
Resource Management"

• Dismantling Library Systems

Andrew K. Pace Head, Systems NCSU
Libraries andrew_pace_at_ncsu.edu
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Confessions of a Systems Librarian

• Whats in a name?
• Everyone is entitled to my opinion.
• The Systems Department raison dêtre.
• The bait-and-switch.

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Classic Integrated System
MARC Records
Patron Records
Patron self-service
WEBPAC
circulation transactions

• websites (856)
• e-books
• e-journals
• databases
• datasets

reserve records
item holdings
serial holdings
Acquisitions Records
Serials Control Records
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Dis-integrated Library System

• Licensing Files
• ILL Files
• Collection Management Files
• Helpdesk Files
• Statistical Files

alpha list of databases
subject list of databases
web subject guides
Authentication Authorization

• websites (856)
• e-books
• e-journals
• databases

e-journal finder
institutional repository
Serials Solutions
TDNet
SFX
alert services
MyLibrary
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Moving to second generation electronic resource
management systems

• manage data not supported by the ILS
• generate e-journal and database web lists
• data models, simple tools (e.g., MS Access)
• data often maintained in two places

• more ambitious resource management objectives
• more sophisticated public displays
• complex data models, advanced database
  tools (e.g., Oracle)
• single authoritative data stores

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NCSU Libraries E-matrix

• The ad hoc E-Matrix Committee will implement a
  prototype electronic resources management system
  to support acquisition and licensing, collection
  management, and resource discovery for the
  Libraries' electronic resources

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E-Matrix objectives
Acquisitions
manage electronic and print subscriptions,
bundles
CollectionManagement
support licensing, product evaluation manage
and use faculty-provided data
Discovery anddisplay
enhance access points improve user displays
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E-Matrix development

• Principles for sustainability and data quality
• migrate legacy applications into E-Matrix
• define a single authoritative data store for
  each data element
• query existing data stores in real time wherever
  possible

• E-Matrix as test-bed
• Use both FRBR and a user-centered approach to
  inform design
• Develop in a system not bound by MARC or ILS
  functionality

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E-MATRIX
ADMINISTRATIVE METADATA
licensing
I L S
Website Catalog E-resources Alert
Services Local DBs Collections Digital
Archives
Data Repos- itories
subscript-ion info
statistics
E-MATRIX
DATA HOOKS
PRESENTATION LAYER
technical support
remote access
Other Databases E-journal finder ETDs Instnl
Repository Etc.
evaluative data
Evaluative Tools
vendor data
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E-matrix Challenges

• Public interface is secondary concern
• Leveraging existing ILS data
• Build real evaluative tools
• Avoid solutions looking for problems

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What Do We REALLY Want

• Evaluation tool- DBs, e-journals, serials
• Licensing management tool
• Tool that will allow library to leverage the
  authoritative ILS database with the other
  descriptive and administrative metadata for
  comprehensive display management

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Getting started

• Stakeholders Cataloging, Acquisitions, Serials,
  and Collection Management
• Identify data that are already being kept
• Identify data that are needed for evaluation,
  longevity, and various services

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What Did We Do?

• Formed more groups
• Database evaluation
• Statistics
• Licensing
• Metadata/Data Elements
• Integrated Library System Data
• Interface

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What Did We Do Next?

• ILS MIGRATION
• Digital Library Federation Electronic Resource
  Management Initiative
• Borrowed DLFs data element scheme /
  definitions
• Mapped to our existing data sources
• Added additional elements for NCSUs needs

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What Did We Do Next?

• Expanded scope to include print subscriptions
• Incorporated the Collections Enrichment Project
• Tried to keep from expanding the product any
  further before we had version 1.0

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Finding Data Elements

• Field Name
• Field Type text, number, date, dollar
• Estimated field size number of characters
• Required field y/n
• Multiple occurrences y/n
• In ILS y/n
• Already stored electronically? (i.e.
  Access/Excell)
• Field applies to book, database, journal, all
• Data entry by cataloging, acquisitions, collmgmt
• Example of data
• Notes

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Data Elements

• Descriptive Title, identifiers, provider,
  holdings (27)
• Licensing Parties, terms of use, rights,
  business terms (74)
• Access URI, authorization, proxy (10)
• Administrative Accounts, configuration, usage
  statistics, tech support, contact info (51)
• Evaluative Resource assessment, impact, faculty
  contact enrichment (20)

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Current Development

• Data Modeling
• Data Migration
• Data Hooks
• Workflow Design/Interface

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Resource
Subjects / Descriptions
Related Titles
FINDRESOURCES BIBLIOGRAPHIC DETAILS ACQUISITION
S DETAILS LICENSING ACCESS INFO EVALUATIVE ELEM
ENTS ADMINISTRATION INFO CEP PROCESSING REPORTS
work ID
resource type
156
select
Title
Add
Vendor
Provider
Publisher
Add
ISSN
e-ISSN
OCLC
Location library call number
Print holdings link to OPAC OR summary
holdings E-holdings summary holdings
for this manifestation Embargo period
days
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Resource
Subjects / Descriptions
Related Titles
FINDRESOURCES BIBLIOGRAPHIC DETAILS ACQUISITION
S DETAILS LICENSING ACCESS INFO EVALUATIVE ELEM
ENTS ADMINISTRATION INFO CEP PROCESSING REPORTS
work ID
156
Title
Vendor
ISSN
Holdings
e-ISSN
work ID related titlesclickable
Related titles from MARC linking fields for
serials
Title
ISSN
Holdings
Relationship
journal of x
e.g., succeeding, preceding
associate
archives of x
associate
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How user displays are generated
model staff view WorkID Title format
vendor ISSN eISSN holdings 25 Journal of
Aging Studies p Elsevier 1234-5789 .
25 Journal of Aging Studies e Elsevier
25 Journal of Aging Studies e Ebsco
25 Journal of Aging Studies e Gale

• 1. User searches are run against title index (as
  well as other indexes)
• 2. All manifestations of the work are retrieved
  using the work ID staff view
• 3. What should display look like? public view
• ? need user interface testing

model public view Title format holdings
location Journal of Aging Studies
(1995-present) full text
electronic 1995- URL for Sciencedirect pri
nt 1997-2002 HQ1060 .J25 selected
articles electronic 1997- URL for Wilson
db electronic 1995-2001 URL for Ebsco db
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Electronic Resource Management
Vendor Efforts
Library Efforts

• Innovative Interfaces ERM
• Endeavor ENCompass
• Sirsi SingleSearch
• Ex Libris MetaLib
• CARL Goldrush
• EBSCO EJS
• MuseGlobal
• Various Ejournal Finders

• DLF Electronic Resource Management Initiative
• California Digital Library
• Cornell University
• Emory University
• Griffith University
• Johns Hopkins
• Kansas State University
• MIT
• Penn State
• Tri-CollegeConsortium
• UCLA
• University of Georgia
• University of Minnesota
• University of Washington
• Yale University

http//www.library.cornell.edu/cts/elicensestudy/
Or Googleweb hub
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Emerging Standards

• XML Schema for E-resource Management
• Workflow, specifications, data elements, schema
• NISO/EDItEUR
• Serial subscription data exchange
• NISO Metasearch Initiative
• Liblicense
• Basic terms for licensing electronic resources
• COUNTER and E-Metrics
• Statistical counts
• OpenURL, HANDLE, PURL, Global registry
• Persistent identifiers
• Shibboleth Internet2/Mace authentication project

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Existing ILS Data

• Know your ILS RDBMS (or hope that it is
  relational!)
• Database schema
• ERD (Entity Relationship Diagram)
• Leverages a lot of historical data
• Holdings data
• Pricing data
• Order, claiming, and licensing information
• Minimizes re-synching data

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Solve Only Known Problems

• Can the library lend this pdf article?
• How do we manage subscription agent changes?
• How does Acquisitions handle renewals for 50
  different schedules?
• How do we represent an embargo period?
• How do I inform all the stake-holders in the
  library any time there is a change?
• etc.

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If we had it to do over

• Migrating existing data, or using the data where
  it resides
• Content Enrichment Program (patron input into the
  database)
• Total integration with current print periodicals
  and associated holdings
• Facilitation of enhanced set of evaluative tools
• Treatment of the Serial Work, including proper
  display of all manifestations of a given serial
  work

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Lessons Learned So Far

• Open up conversations about managing
  bibliographic items in the electronic environment
• E-Matrix serves as a fertile test-bed for
  experimentation and innovation
• Taking something apart exposes all the bad things
  about the way it was put together in the first
  place

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E-matrix / ERM Future

• Use data to populate public interface
  OPAC/Website
• Enhance statistical elements/tools as data
  becomes normalized
• Taking the E out of E-matrix
• Is the ILS superfluous?
• Is MARC dead?
• Will libraries or their vendors corner the ERM
  market?

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Thank you.
Andrew K. Pace Head, Systems North Carolina State
University Libraries andrew_pace_at_ncsu.edu http//w
ww.lib.ncsu.edu/staff/pace