EBSCO Developments Richard Smart Regional Sales Manager Confidential EBSCO Inc 2009

2 EBSCO in a few words EBSCO is the leading service provider of subscriptions e-resource management tools databases and related services for all types of libraries, corporations and research organisations.

4 EBSCO positioning Services for Publishers Content Aggregation Subscription and E-resources Management e-Resources Access Solutions

Planned Developments

E-Resource Management: Still a problem for libraries Most libraries are struggling with managing their e- resources Many libraries that have acquired an ERM system have not successfully implemented it Primary reasons… - volume and complexity of the data needed - the effort to populate it

EBSCO: Uniquely positioned to make a difference Libraries Capturing data critical to our processes and library e-resources… Partnering with publishers to streamline processes… Publishers Creating an evolving set of services to assist our customers… Maintaining detailed order history…

Introducing…ERM Essentials A full-featured ERM system from EBSCO designed to manage all e-resources Superior when using EBSCO for e-journals and e-packages Leverages other EBSCO systems Populates approximately 100 data elements for subscriptions ordered through EBSCO Unparalleled integration

Collection Manager: fields are organized by category for efficiency. The Collection Manager allows viewing of details of Titles, Databases, Vendors, Orders, etc. Basic data appears at the top of the details page. Basic data appears at the top of the details page.

Simply click on the category banner to show and hide data.

When an e-journal is acquired through EBSCO, data for approximately 100 fields can be automatically loaded. When an e-journal is acquired through EBSCO, data for approximately 100 fields can be automatically loaded. The legend on the right indicates the source of the data. EBSCO data, once overwritten, can be restored with a click of the mouse. In the edit mode, the user can make changes to the data, overwriting details provided by EBSCO, if necessary. In the edit mode, the user can make changes to the data, overwriting details provided by EBSCO, if necessary.

Advanced Functionality Usage Consolidation Consortia Management Collection Analysis The Essentials With all the essential features to manage all of a librarys e-resources including: An evolving solution… One place to store key data for all your e-resources Automatic data population when e-resources ordered through EBSCO Manage trials and renewals Statuses, reminders and tasks to manage workflows Reports and downloads to manage your collection Field customization: rename/reorder/hide fields as needed Users only see the data and features the library wants them to see The Essentials

Consortia Management Collection Analysis The Essentials Advanced Functionality Manage your vendor usage: An evolving solution… Usage Consolidation Load COUNTER reports from your content providers Automated through SUSHI Report usage by platform, database or title Perform cost-per-use analysis Use reports and graphs to inform collection development decisions Usage Consolidation

Consortia Management Collection Analysis The Essentials Advanced Functionality An evolving solution… Advanced workflows with status-based reminder sets Incident tracking and reporting Field-level security Attach files and notes Detailed transaction logging Advanced Functionality Many advanced features coming soon:

Collection Analysis The Essentials Advanced Functionality An evolving solution… Usage Consolidation Consortia Management Use ERM Essentials in consortial environments: Consortia can manage purchases for their members Individual institutions can belong to many consortia Manage the deals and the workflow associated with those deals Flexible pricing models and member attributes Data inheritance means data entry of holdings and terms and conditions are all but eliminated for members Consortia Management

The Essentials Advanced Functionality An evolving solution… Usage Consolidation Consortia Management Collection Analysis Plus collection analysis and decision support tools: Analyze your collection by subject or resource type (e.g. e-books, e-journals, etc.) Compare your collection and its usage with peer institutions Use collection development dashboards for instant access to critical information needed for decisions Collection Analysis

Integration is key Library catalog Ordering through EBSCO means automatic updating.

18 E-Package Renewals Managing E-Packages: Challenges for the Library Libraries are facing shrinking budgets and resources and thus need tools to minimise staff time and effort in handling "e". Gathering and maintaining all the information required to manage each individual license can be difficult and time-consuming, thus delaying the renewal and invoicing of the collection from year to year. Keeping track of titles as they move in and out of publisher collections is challenging and time consuming. One definitive subscription list!

19 E-Package Renewals Recognising these challenges, EBSCO has partnered with select publishers to introduce a new collection management tool designed to significantly increase the efficiency of your current e-package renewal process. E-Package Renewals on EBSCONET ® Powered by EBSCO RapidRenewal ®

20 E-Package Renewals Highlights: View contract terms for each package Manage and renew all components of licensed e- packages online via EBSCONET Make changes to your list of licensed titles if allowed by your agreement with the publisher Change subscribed format for each title Access line-item level pricing for all package components, customised per your contract terms

21 E-Package Renewals The Contract Summary page provides information on previous and current year spends and key Contract Terms that will be important when working your renewal.

22 E-Package Renewals The Subscribed Titles page identifies the title list on which your pricing is based. You can make changes to that list from this page if allowed by your contract with the publisher. Easily select the format you wish to purchase. If allowed by your contract terms, you may drop a title from your subscribed collection. Displayed pricing is customised based on your agreement with the publisher.

23 E-Package Renewals Benefits Realise reduced process time from weeks to hours Renew subscriptions accurately with system- enforced contract terms Eliminate multiple spreadsheets and chains Make changes to your collection and see the impact on your spend in real time

Planned Developments

EBSCOhost Integrated Search (EHIS) Released July 2009

Access & Integration EBSCOhost Integrated Search - provides end users one powerful, intuitive search environment from where they can search ALL of your e-resources. Familiar Search Interface A sophisticated AJAX display that allows results to trickle in without delaying the user slowest connectors will no longer frustrate end users. Enhanced & Basic Searching Options Competitively Priced Automate Integrate Search & Access Link

EHIS can look like this...

The features of EBSCOhosts Advanced Search are now available for searching any database from any vendor

Use EBSCOhost Folders for any database from any vendor

The library can now provide end users with labels of databases

Custom links may be automatically included if desired

Dentistry & Oral Sciences Source A Major New Database Planned for Release in 2009

General Dentistry Cosmetic Dentistry Dental Anaesthesiology Dental Public Health Endodontics Forensic Odontology Geriatric Dentistry Oral and Maxillofacial Pathology Oral and Maxillofacial Radiology Oral and Maxillofacial Surgery Orthodontics and Dentofacial Orthopedics Periodontics Pediatric Dentistry Prosthodontics Dentistry & Oral Sciences Source Covering all areas of dentistry

EBSCO – Future Developments Thank you! Richard Smart Regional Sales Manager Confidential EBSCO Inc 2009