1. Interoperability: ERM Systems and Library Acquisition Systems: A Vendor Perspective NISO E-Resource Management Forum: The What, Why, and How for Managing E-Resources Jeff Aipperspach Product Manager Serials Solutions

2. Introduction “COOPTITION * ” – cooperative competition. “Practice where competitors work with each other on project-to-project, joint venture, or co- marketing basis.“ (BusinessDictionary.com (http://www.businessdictionary.com/definition/cooptition.html)) Opportunity for libraries to be part of the solution Vendor interest and participation Possible data elements Benefits Next steps

3. Nature Of Collections Has Changed 50+% spent on e-resources Underutilized Collections are much more volatile e-journals Open Access journals e-book collections e-music Institutional repository Online reference resources Datasets

4. It’s All About The Customers’ Users 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

5. Opportunity !!! KISS Principle (Keep It Simple & Sweet) “design simplicity should be a key goal and unnecessary complexity avoided” ( http://en.wikipedia.org/wiki/KISS_principle ) Library participation is CRITICAL !! Engage ALL vendors and NISO – use existing standards where applicable SRN SOH SPS ONIX-PL

6. Opportunity !!! Will allow for true cost of use measurements AND reduce duplication Focus on core data elements common to most ILS and resource management systems Much easier to address problems with core defined functionality

7. Research Project – Serials Solutions What are librarians really worried about ? Keeping up with all of their duties Too much to do and not enough time, people or budget Transition to a user-friendly library This was a recurring answer to many of our questions Integration of all solutions into one product… …and interoperability with ILS with jobbers with other systems

8. Vendor Interest Serials Solutions highly embraces these efforts No stake in any single ILS Librarians don’t have time to enter data in multiple applications When was the last time you had a budget line for additional staff? Currently working with SirsiDynix to integrate applications Authentication Cost of Resource Exchange (core data) Address problems with core defined functionality

9. Where Will It Lead ? ‘Holy Grail’ for Resource Management Seeing it in Resolvers and Search applications Management needs the same opportunity Interoperability True cross-platform data exchange Allow customers to choose and utilize ERM system Functionality and usability Core competency Workflow Integration Allow for the introduction of new services Faster feature development

10. How Could It Work ? Support the library business relationships Matchpoint stored in ERM ERM sends a request to ILS ILS responds with all applicable data Display? Populate? Could be initiated at any time

11. Bibliographic Data Matchpoint stored in ERM COOPTITION !!!! Probably an ILS specific identifier Sent as a request from the ERM to ILS Could be a concatenated string

12. Cost Data Elements Price (cost to library) Currency code (ISO 4217) (USD, EUR, etc.) Invoice date Invoice number Start & end date of contract (subscription) Vendor subscription ID Distributed payment amount (fund/budget code) Distributed payment currency Discount

13. Cost Data Elements Payment dates Vendor (payee) Vendor details Name, address, email, etc. Selector Acquisitions information Status Status date Method of acquisitions purchase, gift, etc. Order type Subscription, electronic, membership, etc.

14. Key Benefits to Librarians Relieve staff of maintaining multiple duplicate data entry points Align priorities and behaviors with reality Reduce labor intensive processes Focus on increasing quality of service to patrons Create a true best in class library Bring new and appropriate technologies to staff and patrons Allow library to choose an ERM based on their needs and functionality required

15. Key Benefits to Vendors Focus on product quality – no one-to-one solutions Import data from multiple sources ILS Consortia developed management systems Jobbers Focus on quality service to customers Machine to machine data transfer (vendor Holy Grail) Easy Fast Reliable

16. Next Steps Customers require integration and interoperability of applications Commitment to customers by vendors Technology allows us to deliver complete solutions – interoperable and integrated – why make the customers wait? Let’s get a standard in place.

17. Thank You !! Jeff Aipperspach Product Manager Serials Solutions jeff.aipperspach@serialssolutions.com