1. Helping Your Library Be The Best Partner For Research Jeff Aipperspach Technical Product Manager

2. E-Resource Access and Management Services Helping Your Library Be The Best Partner For Research Helping Your Library Be the Best Partner for Research Minimize data entry in different systems Integrate management with access Combine local data with authoritative data Today’s electronic collections require complete, integrated solutions

3. E-Resource Access and Management Services New Business Category (ERAMS) Helping Your Library Be the Best Partner for Research E-Resource Access and Managements Services (ERAMS) The Web has changed how we deliver and consume information –The shift from physical to digital delivery of information has created new requirements and opportunities for delivering effective library experiences The Web has profoundly transformed the nature of library collections –The majority of new acquisitions are Web-based –Collections have increased dramatically and content is available anytime, anywhere –Web search engines compete with libraries

4. E-Resource Access and Management Services New Business Category (ERAMS) Helping Your Library Be the Best Partner for Research A new way of thinking about how we manage library collections and make them accessible –Technologies used for physical collections are not suited for the challenges of electronic resources –ERAMS augment the physical library and the ILS A rapidly emerging planning and budgeting category –ERAMS help ensure the capabilities and relevance of libraries moving forward A collection of tools and services that help libraries to –Optimize access, usage, collections and workflows

5. E-Resource Access and Management Services Key Technology Requirements for ERAMS Helping Your Library Be the Best Partner for Research Integration –Requires that data, access, and management tools work together seamlessly to connect patrons with content quickly and easily, enable more efficient library workflows, and reduce workloads for librarians Interoperability –Requires active participation within the library community and standards bodies, and partnerships with libraries of all sizes –SFX in use with many of our customers Web-native technology –Requires technology that has been designed for the Web from the ground up to take full advantage of the functionality and potential of the Internet

6. E-Resource Access and Management Services ERMS – Integrate Resource Access & Management Helping Your Library Be the Best Partner for Research Integrate management with access ERMS is tightly integrated with Serials Solutions’ resource discovery products Make a single change that affects all access services, eliminating redundant data entry Ensure patrons and staff all see same, accurate data

7. E-Resource Access and Management Services Why Electronic Resource Management? Helping Your Library Be the Best Partner for Research Vendor License s Term s of Use Access URLs Coverag e Dates Costs Trial Notes Logins & Passwords Usage Stats Acquisition Notes Outage Reports Renewa l Dates Vendor Contact s MARC Record s Proxie s IP Addresses Admin URL A-to- Z Link Resolver Fed Search Workflo w

8. E-Resource Access and Management Services Grow collection to best fit your individual library’s needs Reduce time required to manage the collection Reduce costs to purchase and maintain the collection Gain Control Over Your Electronic Resources Helping Your Library Be the Best Partner for Research ERM solutions help you gain control over the complex and time consuming process of selecting acquiring, and managing electronic resources.

9. E-Resource Access and Management Services ERMS – Solves Lifecycle and Workflow Issues Helping Your Library Be the Best Partner for Research Resource Lifecycle Manage all lifecycle stages from a single module: Discovery Pre-acquisition evaluation Trial Acquire Customize Access Post-acquisition evaluation Ongoing issue management

10. E-Resource Access and Management Services The DLF ERM Initiative Helping Your Library Be the Best Partner for Research 2001: Early collaboration on ERM use cases and practices 2002: ALA mid-winter informal meeting to extend research, followed by NISO/DLF workshop on ERM standards 2003: DLF Fall Forum presenting initial requirements with vendor and library reactor panels 2004: Final report issued 2005: ERMI-2 proposal

11. E-Resource Access and Management Services ERMS – Feature Rich Helping Your Library Be the Best Partner for Research License Manager Maintain details about resource licenses, including dates, notes and reviewers Contact Manager Manage local, vendor and consortia contacts Subscription Metadata Manage administrative & end-user logins & passwords, acquisition dates, and notes Alerts Remind staff when renewals come up, or when resources change status Vendor Statistics Manage vendor statistics metadata to lighten burden of collection and analysis Incident Log Keep track of outages, license breaches and trial & acquisition notes Terms of Use Let your patrons and staff know how a resource can be used And much more!

12. E-Resource Access and Management Services Pre-Acquisition Evaluation Phase How does the resource fit within our current collection? Does it provide enough unique content for the cost?

13. E-Resource Access and Management Services Evaluate Resources with Overlap Analysis Helping Your Library Be the Best Partner for Research Make value-based decisions by placing resource in context with the rest of your collection using Overlap Analysis

14. E-Resource Access and Management Services Trial Phase Helping Your Library Be the Best Partner for Research Track resources on trial for easier management.

15. E-Resource Access and Management Services Keep Track of a Resource’s Status Helping Your Library Be the Best Partner for Research View resources and easily begin tracking them with a resource status, such as “trial,” “under review,” or “subscribed.”

16. E-Resource Access and Management Services Alert Notice Helping Your Library Be the Best Partner for Research Notify staff when a resource has been added as a trial.

17. E-Resource Access and Management Services Inform Staff of Status Changes with an Alert Helping Your Library Be the Best Partner for Research Set a status change alert to let staff know when a resource is on trial or has been cancelled. Alerts can also be tied to license renewal dates.

18. E-Resource Access and Management Services Acquire Phase Helping Your Library Be the Best Partner for Research Manage and store administrative metadata.

19. E-Resource Access and Management Services Manage Acquisition Metadata Helping Your Library Be the Best Partner for Research Link directly to help pages or documents Keep track of administrative metadata, such as logins and passwords

20. E-Resource Access and Management Services Acquire Phase Helping Your Library Be the Best Partner for Research Record license start and end dates, reviewers, and location of the physical copy.

21. E-Resource Access and Management Services Manage Resource Licenses Helping Your Library Be the Best Partner for Research

22. E-Resource Access and Management Services Resource Licenses Helping Your Library Be the Best Partner for Research Record detailed license information, including custom status, license type and reviewer

23. E-Resource Access and Management Services Terms of Use Helping Your Library Be the Best Partner for Research Record and display resource terms of use.

24. E-Resource Access and Management Services Terms of Use Helping Your Library Be the Best Partner for Research Terms of use can be attached to license to indicate valid user groups, valid uses, and custom notes to provide additional details Use the public display flag to pass terms of use details to hosted products to inform patrons

25. E-Resource Access and Management Services Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research Link displays when terms of use have been recorded in license and flagged for public display

26. E-Resource Access and Management Services Show Terms of Use to Patrons and Staff Helping Your Library Be the Best Partner for Research

27. E-Resource Access and Management Services Contact Manager Helping Your Library Be the Best Partner for Research Record and manage vendor, provider and even internal contact details.

28. E-Resource Access and Management Services Contact Manager Helping Your Library Be the Best Partner for Research Contact manager provides easy access to all resource contacts Customize contact roles to reflect local needs

29. E-Resource Access and Management Services Contact Manager Helping Your Library Be the Best Partner for Research Contact can have more than one role

30. E-Resource Access and Management Services Resource Notes Manager Helping Your Library Be the Best Partner for Research Record and manage any type of note for any resource.

31. E-Resource Access and Management Services Notes Manager Helping Your Library Be the Best Partner for Research Keep track of resource outages and other issues with resource notes manager Customize note types and status options to reflect local needs Add notes to provider, database or journal levels

32. E-Resource Access and Management Services Notes Manager Helping Your Library Be the Best Partner for Research Keep track of additional details about the original note

33. E-Resource Access and Management Services Vendor Statistics Helping Your Library Be the Best Partner for Research Record vendor statistics metadata and archive file locations.

34. E-Resource Access and Management Services Manage Vendor Statistics Helping Your Library Be the Best Partner for Research Easily manage vendor statistics metadata Stats archive location Login and password Standard, type and frequency

35. E-Resource Access and Management Services ERMS – How is Serials Solutions Different? Helping Your Library Be the Best Partner for Research Integrated with resource discovery tools Hosted on Serials Solutions’ servers Rich with features that solve management issues Knowledgebase Industry’s leading electronic resource knowledgebase is in use at more than 1,800 libraries worldwide Analysis Tools Make value-based collection development decisions with analysis tools such as Overlap Analysis and Benchmarking

36. E-Resource Access and Management Services Analysis Tools Turn Management Into Decisions Helping Your Library Be the Best Partner for Research ERMS is more than just managing your electronic resources Analysis tools help make sense of the data you manage Overlap Analysis, Usage Statistics, and Benchmarking help drive collection development and acquisition decisions Analysis tools contribute to making value- based decisions about your resources

37. E-Resource Access and Management Services Complete Knowledgebase Reduces Workload Helping Your Library Be the Best Partner for Research Comprehensive knowledgebase means: No underlying metadata loading No underlying metadata conversion work No ongoing maintenance 8 staff, 4 librarians Minimize your ongoing workload!

38. E-Resource Access and Management Services The Industry’s Leading Knowledgebase Helping Your Library Be the Best Partner for Research Manage all of your e-Resources Full-text resources A&I resources Other resources soon E-books Dissertations Web sites, etc. More than 5.000 databases More than 1.700 full text databases More than 3.300 non-full text databases More than 150.000 unique titles More than 1,2 million MARC records More than 72 million holdings Updated and growing every day!

39. E-Resource Access and Management Services Lack of a Knowledgebase Limits Potential Helping Your Library Be the Best Partner for Research Resource comparisons require unified knowledgebase Overlap Analysis E-Catalog for finding every electronic manifestation of a resource No unified knowledgebase? Library systems marooned on data islands Need to maintain data in two or more systems Extra cost to purchase data from a vendor, or pay staff to collect and maintain it

40. E-Resource Access and Management Services Authority Knowledgebase = Accurate Answers Helping Your Library Be the Best Partner for Research J. Am. Soc. Nephrol.1046-6673 JASN1046-6673 Journal of the American Society of Nephrology 1046-6673 Journal of the American Society of Nephrology1433-3450 Journal of the American Society of Nephrology1533-3450 Journal of the American Society of Nephrology : JASN1046-6673 Serials Solutions’ data team uses proprietary tools to remove errors and standardize data with authority data. Benefits to librarians and patrons: Accurate data ensures resource discovery tools are effective Accurate data enables cross-vendor comparisons Accurate data enables single application management with multi-application usage.  Accurate data delivers accurate answers Content providers often deliver titles, ISSNs, and holdings data that are incorrect, non-standard, or missing altogether.

41. E-Resource Access and Management Services Hosted Applications Helping Your Library Be the Best Partner for Research Local installation = local headaches + = XSLT Programming? Command Line? SQL Statements? Failover plans? Eliminate wasted time and money No servers to purchase, install & maintain No software updates to install No backup plans to maintain Faster, more responsive development Release 6- 8 weeks vs. once or twice a year Always use the most up-to-date software and data

42. E-Resource Access and Management Services World Class Support Helping Your Library Be the Best Partner for Research Unlimited customer support from the first day of service Regional support teams around the globe –Germany –France Many Librarians on the ProQuest / Serials Solutions team –Customer Support –Programmers –Product Management –Sales Industry leading response times 97% satisfaction rate Fast implementation –Live trial with YOUR data –Full text available now –Excel files can be used to upload local resources

43. E-Resource Access and Management Services Consortia Management Currently working with SCELC (Statewide California Electronic Library Consortium) SCELC manages resources and license details on behalf of 93 member libraries, giving them the ability to: –Share licenses and terms of use –Manage resource vendor contacts –Automatically inform libraries about trials, purchases and other resource status changes with ERMS alerts Discussions with EZB this week Helping Your Library Be the Best Partner for Research

44. E-Resource Access and Management Services Consortia Management Serials Solutions’ Software as a Service (SaaS) model allows development of true consortial support –All data resides in the same knowledgebase, so data about resources can be easily shared –User accounts all reside in the same application, using group permissions to determine access and control –Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface Helping Your Library Be the Best Partner for Research

45. E-Resource Access and Management Services Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research

46. E-Resource Access and Management Services Consortia Management – Consortia Data Model Example Helping Your Library Be the Best Partner for Research ABI/Inform Factiva LexisNexis National Consortia ABI/Inform Factiva LexisNexis Regional Consortia JSTOR ABI/Inform Factiva LexisNexis Local Library JSTORMathSciNet

47. E-Resource Access and Management Services Consortia Management Member library instance needs to aggregate: –Consortia licensed material Libraries can participate in multiple consortia –Locally licensed material –May need to allow consortia manager to ‘see’ locally licensed material (in some consortia, not in others) Purchase decisions Licensing terms Inheritance of relevant metadata –License terms –Cost metadata Release at the end of 2007 Helping Your Library Be the Best Partner for Research

48. E-Resource Access and Management Services Consortia Management – Development Roadmap Helping Your Library Be the Best Partner for Research Group membership and account management Libraries belong to one or more groups with ability for group leader to manage membership and accounts Resource inheritance and combined data management Resources added on group profile inherit to member libraries automatically. Libraries can add local metadata to records. Includes the ability to manage IP ranges and build reports of which libraries have which resources. Licenses and contacts data inheritance ERMS license and contact data added at group level inherits to local records. Notes and alerts group management ERMS notes and alerts managed at group level for sharing of information about resources Cost metadata inheritance ERMS cost data added at group level inherits to local level with ability to overwrite as required.

49. E-Resource Access and Management Services 2007 Developments - April Cost Management (April 30) –Cost metadata associated with a resource –Collection Manager to support Cost Management –Cost at any level (collection, database, journal) –Ability to provide line item details € 1,000 for a database –€ 700 for Journal A within that database –€ 300 for Journal B within that database Collection Manager –Support for Cost Management –Group resources in any manner to support licensing and cost data –Add databases, journals from any provider –Examples: Subscription Agent Collection; ProQuest Collection Helping Your Library Be the Best Partner for Research

50. E-Resource Access and Management Services 2007 Developments - April New Business Tier Architecture (April 30) –Move to.NET architecture Modular Extensible –Faster development – reuse of code much easier –Support for Unicode (left to right languages at this time) –Rich and complex interfaces possible More efficient navigation Defined controls –Built in support for web services and XML –Future personalization potential –Increased performance Helping Your Library Be the Best Partner for Research

51. E-Resource Access and Management Services 360 TM COUNTER (Q3 2007) 360 TM COUNTER will be much more than just a tool to harvest usage data automatically –Auto harvesting of COUNTER usage data via SUSHI protocol –Files from vendors via e-mail –Ability to utilize MPS Scholarly Stats data –Error identification and correction –Merging with other metadata (costs, subjects) –Central repository for storing the data –Reporting module Pre-defined queries Create and store custom queries Export of statistics and queries Share reports Create and share graphs Helping Your Library Be the Best Partner for Research

52. E-Resource Access and Management Services Knowledgebase Expansion Phased approach to adding material (media) types –1 st ~ e-books (ebrary, Safari, Ebook Library (EBL), Knovel) Internal tools – work complete EJP and AL – July MARC – July –2 nd ~ dissertations and theses (timeframes not defined) –After that ~ integrating resource (music, art, web sites, etc. - items that are updated and are not serially published) Helping Your Library Be the Best Partner for Research

53. E-Resource Access and Management Services Knowledgebase Expansion – Benefits Across Services ERMS –Management of all e-resources within single interface Licensing terms and metadata management E-Journal Portal –Additional e-resources to be displayed and available to patrons (increase the value of the electronic collection) –Licensing terms displayed to patrons Article Linker –Additional e-resources that can be accessed and utilized from various interfaces (increase the value of the electronic collection) MARC –Expanded coverage of vital e-resources Helping Your Library Be the Best Partner for Research

54. E-Resource Access and Management Services All Services (2 nd half 2007) Available within the Client Center for all customers Client Managed Local Holdings –Ability to create and manage LSH (Library Specific Holdings) databases –Manage and track non-authority resources Client Data Customization Upload –Ability to upload customizations to holdings in a library subscribed database Holdings (coverage) dates Selectable titles in a database Notes, etc. Helping Your Library Be the Best Partner for Research

55. E-Resource Access and Management Services On-Site Consulting Analyze workflow and take greatest advantage of ERMS features in local environment –Pre-training consulting about current workflow and staff role identification –Customized training materials –Interactive hands-on sessions with all staff who are involved in the e- resource workflow (2 days) –Focus will be on analyzing e-resource management workflow and determining best way to use ERMS Helping Your Library Be the Best Partner for Research

56. E-Resource Access and Management Services Data Migration No commercial ERM applications in market prior to 2004/2005 Local storage of e-resource metadata in many applications (Excel, SQL, FileMaker Pro, etc) –License information –Contacts –Descriptions Hundreds of potential data points in non-standard formats Serials Solutions will provide a roadmap on what can and cannot be done at a fair price in a reasonable amount of time Process –Evaluate your data with you –Will provide an estimate of potential to migrate data, potential issues in a full report –Will provide a defined file format to help you export data –Will provide flexible options to accommodate data migration / entry Helping Your Library Be the Best Partner for Research

57. E-Resource Access and Management Services ERMS – Integrate Resource Management and Access Helping Your Library Be the Best Partner for Research Integrate management with access ERMS is tightly integrated with Serials Solutions’ resource discovery products. Make a single change that affects all access services, eliminating redundant data entry. Ensure patrons and staff all see the same, accurate data.

58. E-Resource Access and Management Services Helping Your Library Be the Best Partner for Research Vielen Dank! Thank you! Jeff Aipperspach Technical Product Manager +1.206.545.9056, ext. 1087 jeff.aipperspach@serialssolutions.com “Complete Solutions for Today’s Electronic Collections”