1. Network and Electronic Resource Management
August 11, 2009
Dr. Estela R. Dequito

2. Network Management
Refers to the activities, methods, procedures and tools that pertain to the operation, administration, maintenance and provisioning of networked systems.

3. OPERATIONS
Operation deals with keeping the network (and the services that the network provides) up and running smoothly. It includes monitoring the network to spot problems as soon as possible, ideally before users are affected.

4. ADMINISTRATION
Administration deals with keeping track of resources in the network and how they are assigned. It includes all the "housekeeping" that is necessary to keep the network under control.

5. MAINTENANCE
Maintenance is concerned with performing repairs and upgrades - for example, when equipment must be replaced, when a router needs a patch for an operating system image, when a new switch is added to a network. Maintenance also involves corrective and preventive measures to make the managed network run "better", such as adjusting device configuration parameters.

6. PROVISIONING
Provisioning is concerned with configuring resources in the network to support a given service. For example, this might include setting up the network so that a new customer can receive voice service.

7. Ways of characterizing network management functions
Fault
Configuration
Accounting
Performance
Security

8. Data for network management is collected through several mechanisms:
Agents
Synthetic Monitoring
Logs
Sniffers
Real Use Monitoring

9. Electronic Resource Management
Refers to the practices and software systems used by libraries to keep track of important information about electronic information resources, especially internet-based resources such as electronic journals, databases and electronic books.

10. Electronic Resource Management
The development of ERM became necessary in the early 2000s as it became clear that traditional library catalogs and integrated library systems were not designed to handle metadata for resources as mutable as many online products are.

11. HISTORY
The idea of developing Electronic Resource Management systems emerged in , growing out of research by Tim Jewell at the University of Washington.
The Digital Library Federation and NISO began work in May 2002 to develop standards for ERM data.
These standards were published in the 2004 as Electronic Resource Management: Report of the DLF ERM Initiative.
Since the publication of the report, several vendors of integrated library systems have released ERM products.

12. Examples of ERM Products
Commercial Products
ERM from Innovative Interfaces, Inc.
ERMS from Sirsi Dynix, developed by Serials Solutions
Meridian from Endeavor (now owned by Ex Libris)
Verde from Ex Libris
Verify from VTLS
EASY from Square Information Systems

13. Examples of ERM Products
Open-source Products
CUFTS from Simon Fraser University
ERMes from University of Wisconsin-La Crosse
FreERMS led by Touro College
HERMES (Hopkins Electronic Resources ManagEment System) from Johns Hopkins University - no longer in active development
SMDB-Subscription Management Database from Semper Tool

14. Features of ERM systems
Supporting acquisition and management of licensed e-resources
May be integrated into other library system modules or may be a standalone system
May have a public interface, either separate or integrated into the OPAC
Providing descriptions of resources at the package (database) level and relate package contents (e.g. e-journals) to the package record
Encoding and perhaps publicly displaying licensed rights such as e-reserves, coursepacks, and interlibrary loan
Tracking electronic resources from point of order through licensing and final access

15. Features of ERM systems
Providing information about the data providers, consortial arrangements, access platform
Providing contact information for all content providers
Logging problems with resources and providers
Providing customizable alerting systems (e.g. notices to managers when actions are expected or required)
Linking license documents to resource records
Enabling access to SUSHI usage statistics

16. TWO FUNDAMENTAL ASPECTS TO MANAGING ELECTRONIC RESOURCES
Back-End Acquisitions Function
Front-End Content Delivery
Marshall Breeding. August 3, Information Today, Inc.

17. Back-End Management Tools for Library Staff
Traditional Online Catalog Approach
Library's ILS
E-Journal Holdings Data Services
Serials Solutions
TDNet
Marshall Breeding. August 3, Information Today, Inc.

18. Front-End Management: Delivering Access to Users
Links from the Online Catalog
E-Journal Locator Resources
Linking to Full Text
OpenURL-Based Link Resolvers
Federated Search
Marshall Breeding. August 3, Information Today, Inc.

19. OpenURL-Based Link Resolvers
These are some of the major linking products available today:
SFX from Ex Libris
LinkSource from EBSCO
LinkFinderPlus from Endeavor Information Systems
WebBridge from Innovative Interfaces, Inc.
Sirsi Resolver from Sirsi Corp.
Article Linker from Serials Solutions
1Cate from Openly Informatics
Marshall Breeding. August 3, Information Today, Inc.

20. These are some of the major products under Federated Search :
ENCompass from Endeavor Information Systems
MetaLib from Ex Libris
Sirsi Single Search from Sirsi
WebFeat Prism from WebFeat
MuseSearch from MuseGlobal
ZPORTAL from Fretwell-Downing
Marshall Breeding. August 3, Information Today, Inc.

21. Marshall Breeding. August 3, 2009. Information Today, Inc.
Chaos or Convergence?
This whirlwind tour of the various aspects of managing electronic resources shows that librarians face a complex set of challenges.
While a number of products have evolved for each aspect of the problem, the question is, how can they all be designed and implemented in such a way that they all work together, providing a clear and seamless interface for library users and avoiding redundant work for library staff?
Marshall Breeding. August 3, Information Today, Inc.

22. Marshall Breeding. August 3, 2009. Information Today, Inc.
Chaos or Convergence?
To date, no single product exists that provides comprehensive management of electronic resources, including both the front-end and back-end functions
At a minimum, all the applications that a library employs to manage its electronic resources should draw from the same knowledgebase of its electronic holdings.
Marshall Breeding. August 3, Information Today, Inc.

23. Marshall Breeding. August 3, 2009. Information Today, Inc.
Chaos or Convergence?
A library should not have to maintain the same information in multiple ways.
If the library catalog, linking environment, electronic resource management system, and metasearch engine cannot all share the same physical knowledgebase, then it should at least be possible to have a master copy of the data that is automatically distributed through these applications.
Marshall Breeding. August 3, Information Today, Inc.

24. Marshall Breeding. August 3, 2009. Information Today, Inc.
Chaos or Convergence?
The many facets of electronic resource management should be delivered through a set of interconnected modules that work together, sharing common data files or at least communicating with each other through open protocols.
Marshall Breeding. August 3, Information Today, Inc.

25. References
Marshall Breeding. The Many Facets of Managing Electronic Resources. August 3, Information Today, Inc.
^ "DLF Electronic Resource Management Initiative". Digital Library Federation Retrieved on
^ Jewell,, Tim, et al. (2004). "Electronic Resource Management: Report of the DLF ERM Initiative". Digital Library Federation. Retrieved on
^ Feather, Celeste ( ). "ERM Systems: What Are They and What Do They Do?"., Columbus Metropolitan Library, Columbus, OH: OhioNET.

26. Thank You for Listening!!!!