Electronic Resources Management Stand-Alone Solution

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Electronic Resources Management Stand-Alone
Solution

• Original Presentation to Cornell University
• August 28, 2003
• Revised and Updated June 1, 2004
• Innovative Interfaces, Inc.
• Sandy Hurd
• Director of Sales, Digital Solutions

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• All slides are proprietary and confidential.
  They may not be copied or distributed.

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Company Background
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Company Overview

• Owned and operated by founder since 1978
• Headquartered in Emeryville, CA
• Profitable since inception
• 25 years of groundbreaking product development
• First OCLC interface
• First multi-user Acquisitions and Serials Control
  System
• Acquisitions 1981
• Serials 1983
• First Java-based library management system
• First Electronic Resource Management system
• Sustained customer growth in academic libraries
• 1,100 servers installed (serving over 3,500
  libraries)
• Annual revenue of US 70M
• Systems installed in 40 Countries

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Innovative Corporate Vision

• Consistent management philosophy
• Stability of ownership and management
• Re-invest in people, products, and services
• Customer-focused
• User Groups and Director Retreats
• 2004 IUG in Boston 1,400 participants
• 2005 IUG in San Francisco - ?
• Libraries stay with Innovative
• 60-100 new contracts added annually
• State-of-the-art solutions
• All modules enhanced each year
• Evolve the architecture
• Develop new products

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40 Countries, Help Desk 24/7/365
Finland
Sweden
Estonia
Canada
UK
Belgium
Poland
Ireland
Germany
France
Hungary
Spain
Japan
United States
China
Italy
Turkey
Korea
Portugal
Qatar
Morocco
Egypt
Taiwan
Hong Kong
UAE
Mexico
Macao
Thailand
Malaysia
Philippines
Singapore
Mozambique
Botswana
Zimbabwe
Chile
Australia
Namibia
Lesotho
New Zealand
South Africa
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Corporate Profile 280 Employees
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Customer Service

• 1 Support ratio of 17

Information Systems Report Volume 1, Number 11,
January 15, 2003
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Introduction to ERM
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Why are we having these problems?

• Publisher imperatives
• New types of materials
• New procurement methods and documentation
• New methods of access
• Customer imperatives

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How do libraries manage today?
License Details
Paper Files Spreadsheets Database Anything
Payment Details
System Details
Contact Details
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Managing E-Resources Today
Cost Payments Renewal dates Access
restrictions Access methods IP addresses
allowed Resource links
ILL permissions Copying permissions
Contracts/licenses Management notes Negotiation
details Holdings data And more
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How did ERM come to be?

• Challenges in license management
• Storing license information
• Managing license acquisition workflow
• Quick reference for questions of use
• Can I do this with this resource?
• Innovatives response
• Customer-initiated
• Real-world architecture
• Real-world requirements
• Ticklers
• Multi-value fields
• Layered permissions
• Digital Library Federations Electronic Resources
  Management Initiative (ERMI)

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ERM Architecture
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Traditional Relationships
License Details
Tech Services Process
Payment Details
Vendor Details
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ERM Enhanced Database Structure
Resource Record EBSCOhost Electronic
Journals Service
Resource Record Science Direct
Vendor Record Contacts
License Record License Details
Order Record Payments
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ERM Staff Interface
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Title Tracking
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License Overlaps
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Resource Record Detail
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License Tracking and Reporting
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Protected Field
Combined Value Field
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Contacts Management
Tickler and E-mail Alerts
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Batch Loading
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Managing E-resource Metadata
ERM

• Vendor Data
• Research in the Economy
• Vol. 1, 1998 to Present
• http//ebscohost.com/AE
• In EBSCOhost
• Trends in Sociology
• V. 16, 1996 to Present
• http//ebscohost.com/TS
• In EBSCOhost

EBSCOhost EJS
New Title Link
Research in the Economy
New Records
Vol. 1, 1998 to Present
No Change
Trends in Sociology
The system determines the appropriate action for
each record
Vol. 16, 1996 to Present
Update Holdings
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• Sources
• EBSCO
• Serials Solutions
• TDNet
• Formats
• Spreadsheet
• Text file (Do It Yourself)
• Innovative XML

• Batch Loading
• Creates new holdings
• Links titles to resources
• Updates URLs
• Updates coverage
• Identifies updates, new
• records, deleted titles

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Coverage Database
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Patron Interface ViaOptional Web OPAC
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Patron Solutions A-Z List of Databases Search
Tools
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A-Z List of Databases
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Resource Search, A-Z Access, Topic Search
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Choose the Database
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Full Resource Display
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Link to E-journal Content
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Title Search
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Title Details
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Full ERM Details
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Relationship To Primary ILS

• Data interfaces / staff data management
• Regular loads of bibliographic data
• Loaders included in bundle
• Regular loads of holdings/coverage data
• Loaders included with bundle
• Serials Solutions/TDNet/EBSCO/other
• ONIX standard work with NISO EDItEUR, pilot
  stage
• Patron Interface
• Web views via Web OPAC (optional)
• Report Writer outputs MARC or other format
  (optional)
• Link from ERM to ILS, link stored in 856, use raw
  XML or formatted HTML
• Develop an API using raw XML

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ERM Status
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Installed Development Partners

• First Group
• Developers
• Glasgow University
• The Ohio State University
• University of Washington
• University of Western Australia
• Washington State University

• Second Group
• Beta
• CISTI
• Library of Congress (stand alone)
• National Institutes of Health
• Oregon Health Sciences
• University of Arizona
• University of California, San Diego
• University of Nevada, Reno
• University of Technology Sydney
• Utah State University (stand alone)

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ERM Stand-Alone Version

• In general release March 2004
• Innovative seeks partners to help ensure that the
  stand-alone version is
• Fully featured
• Robust
• Sophisticated
• Local install or access through an ASP model
• ERM deployment is top priority

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ERM Software Bundle

• Millennium Editor
• Bibliographic records
• Resource records
• License records
• Holdings records
• Vendor records
• Bibliographic record loader (MARC)
• XML and Text File Loader

• Advanced searching
• Basic system setup and administration
• Login administration
• Passwords and authorization
• Backup
• 2 Staff user licenses
• Innovative DBMS or Oracle (Linux coming)
• Report Writer/Statistics (optional)
• Web OPAC (optional)

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ERM Benefits

• Manage more titles
• Manage increasingly complex publications and
  relationships
• Manage greater financial investment
• Store and manage new types of information
• Fulfill the legal obligation to inform of terms
  of use
• Provide more information to more staff and users

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ERM Summary

• Much more than a shrink-wrap desktop product
• Architecture second to none
• Customization and local control
• Designed and supported by technical services and
  library system experts
• Frees staff from maintenance of multiple
  databases
• Frees staff from local development projects

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• Thank you.