Insert conf logo here Dis-Integrated Technical Services and Electronic Journals Andrew K. Pace Head, Systems NCSU Libraries : When.

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Presentation transcript:

Insert conf logo here Dis-Integrated Technical Services and Electronic Journals Andrew K. Pace Head, Systems NCSU Libraries : When library management systems don’t manage the information of libraries

Insert conf logo here Confessions of a Systems Librarian What’s in a name? Everyone is entitled to my opinion. The Systems Department raison d’ ê tre. The bait-and-switch.

Insert conf logo here Classic Integrated System MARC Records item holdings serial holdings Patron Records circ transactions reserve records Acquisitions Records websites (856) e-books e-journals databases datasets WEBPAC Patron self- service Serials Control Records

Insert conf logo here Dis-integrated Library System websites (856) e-books e-journals databases alpha list of databases subject list of databases e-journal finder Serials Solutions TDNet web subject guides Licensing Files ILL Files Collection Management Files Helpdesk Files Statistical Files institutional repository Authentication & Authorization MyLibrary alert services SFX

Insert conf logo here Electronic Resource Management 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 Vendor EffortsLibrary Efforts cts/elicensestudy/ Or Google=web hub

Insert conf logo here 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

Insert conf logo here NCSU Libraries E-matrix 1.define the need 2.survey best practices and related local and national initiatives 3.define functional specifications for the system 4.build a data model which maximizes opportunities for present and future interoperability with existing systems (e.g., ILS, MyLibrary, Serials Solutions, PeopleSoft) and utilization of existing or emerging standards (e.g., OpenURL, EDI, XML) 5.implement a prototype.

Insert conf logo here licensing statistics subscription info technical support remote access evaluative data PRESENTATION LAYER ADMINISTRATIVE METADATAADMINISTRATIVE METADATA E-MATRIXE-MATRIX ILSILS Other Databases: E-journal finder ETDs Instn’l Repository Etc. DATA HOOKS Website Catalog E-resources Alert Services Local DBs & Collections Digital Archives Data Repos- itories vendor data Evaluative Tools E-MATRIX

Insert conf logo here E-matrix Challenges Public interface is secondary concern Leveraging existing ILS data Adherence to emerging standards Avoid solutions looking for problems

Insert conf logo here Public Interface

Insert conf logo here Public Interface Local Marc Subfield ‘r’ c = Core resource n = Narrowly related resource b = Broadly related resource

Insert conf logo here 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-syncing data

Insert conf logo here Emerging Standards XML Schema for E-resource Management –Workflow, specifications, data elements, schema CONSER, LC, and the gang NISO/EDItEUR –Serial subscription data exchange Liblicense –Basic terms and contracts for licensing electronic resources COUNTER and E-Metrics –Statistical counts OpenURL, HANDLE, PURL, Global registry –Persistent identifiers Shibboleth: Internet2/Mace authentication project

Insert conf logo here Solve Only Known Problems Can the library ILL this pdf article? How do we manage subscription agent changes? How does Acquisitions schedule 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….

Insert conf logo here 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

Insert conf logo here 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

Insert conf logo here E-matrix / ERM Future Taking the “E” out of E-matrix Is the ILS superfluous? Is MARC dead? Will libraries or their vendors corner the ERM market?

Insert conf logo here Thank you. Andrew K. Pace Head, Systems North Carolina State University Libraries