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Challenges and Opportunities for E-Resource Management Jill Grogg E-Resources Librarian University of Alabama September 23, 2007.

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Presentation on theme: "Challenges and Opportunities for E-Resource Management Jill Grogg E-Resources Librarian University of Alabama September 23, 2007."— Presentation transcript:

1 Challenges and Opportunities for E-Resource Management Jill Grogg E-Resources Librarian University of Alabama September 23, 2007

2 Fun with Acronyms DLF ERMI – Digital Library Federation Electronic Resource Management Initiative ER – Electronic Resources ERMS – Electronic Resource Management Systems ER in L – Electronic Resources in Libraries SUSHI – Standardized Usage Statistics Harvesting Initiative

3 Common mission Make as much available in as many places as possible WHILE Managing all the technology, tasks, and data necessary to facilitate such ubiquitous access. In other words: The right resource for the right person at the right time.

4 The myth of multitasking Hal Pashler, a professor at the University of California, San Diego: "If you talk on the cell phone and drive to work, you don't crash the car, but you may forget where you parked it." – October 12, 2006, Bob Faw, correspondent for NBC Nightly News Report,

5 Translated to e-resources OCLC/RLG databases switched from the Eureka platform to the FirstSearch platform in September … I scanned this email announcement while talking to my boss about our three-year renewal for ScienceDirect … so what are the chances I will remember or even process that the OCLC/RLG switch requires some action on my part?

6 Weve acknowledged and addressed the problem Volume of e-resource materials collected in libraries has reached critical mass that prohibits traditional title-by-title management. Thus, traditional tools (ILS) used to manage e- resources are not in and of themselves effective. Digital Library Federation Electronic Resource Management Initiative initial report released in August 2004 ( erm02.htm)

7 To understand where we are going… Lets examine where we have been (and for some of us, still are).

8 Self-disclosure

9 More self-disclosure

10 Information held hostage

11 Fantasy vs. Reality

12 Pandoras Box Examination of local e-resource workflow Collaboration of library departments Prioritization of ERMI data elements Library mission for ER access and discovery Responsibilities for data entry

13 Recipe for successful ERM System to: – manage the entire life cycle of an electronic resource – performs a variety of functions – facilitate workflow processes – eliminate duplicative efforts – help all users lose ten pounds Honest workflow analysis + flexible people + efficient tools = SUCCESS

14 ERMS Implementation Choices Administrative metadata Collection development / management / evaluation info Licensing / terms of use information Public display Incident tracking / reporting Acquisitions / financial data Queues / ticklers / other workflow helpers And more ….

15 Interoperability Interoperability is a much bandied about term these days. It is a very broad term that covers many of the issues that impinge on the effectiveness with which heterogeneous information resources can co-exist …

16 Interoperability, continued … To achieve the goal of seamless integration for the user requires significant collaboration and partnerships; and the use of standards and the implementation of common protocols is key to success...

17 Interoperability, final thoughts … as important [as technical interoperability] is the semantic interoperability … and libraries themselves need to consider the human/political interoperability as well as international and intercommunity interoperability. – Jenny Walker, Online Conferentie Nederland April 5, 2000; also published as Open Linking for Libraries: the OpenURL Framework, in New Library World 102, no. 1163/1164, 2001, pp. 127-133

18 Successes! (and challenges) ERMI itself, ERMI Phase II ERMI SUSHI Ticklers and reminders for specific workflow tasks Reallocating disproportionate number print staff to ER / addressing compartmentalization, gatekeeping Knowledge management of administrative metadata and other e-resource collection management information

19 Electronic Resource Management Report of the DLF ERM Initiative – Timothy D. Jewell – Ivy Anderson – Adam Chandler – Sharon E. Farb – Kimberly Parker – Angela Riggio – Nathan D. M. Robertson Digital Library Federation, Washington, D.C., 2004,

20 Challenges (and successes!) Licensing information Amorphous ER workflow issues (non-linear processes) – seeing the invisible Continued reliance on outside tools Pulling data from ERM and pushing to context- sensitive user groups Reporting functionality Data maintenance Many more opportunities for standards

21 Most Popular Cross-population of data from varied systems which leads us back to … Interoperability No publisher is an island, no information cannot be improved by enriching its context. (Pardon the double negative.) -- Elseviers Karen Hunter, 1998

22 Interoperability Redux

23 Future discussions DLF ERMI 2, NISO workshops and committees, LE Working Group, and other less formalized initiatives Electronic Resources in Libraries Forums – NASIG, ACRL, ALA, LITA – – Article summarizing past years forums forthcoming

24 Questions?

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