Survey FindingsLibrarians point of view

Study of license terms for ERM

ER&L Conference 2010

-Jeannie Downey CastroUniversity of Houston Libraries

Methodology

• Qualitative Survey sent to selected respondents with at least one year of experience in the field

• Extensive research of publications, papers and interviews with colleagues to determine trends and common practices in ERMS

RESPONDENTS PROFILE

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What is your position title?

How many years experience do you have?

9.41 years Average

Which ERMS does your library use?

SOFTWARE & SATISFACTION LEVELS

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Is your ERM part of a consortium? If yes, which one?

OCUL is a consortium of twenty-one university libraries in the province of Ontario. The member libraries cooperate to enhance information services through resource sharing, collective purchasing, document delivery and many other similar activities.

I am satisfied with the way my electronic resource licenses are currently managed in the ERM.

I am satisfied with the level of training I receive from my ERM.

I am satisfied with the availability of online help offered by my ERM.

The license agreement display in the ERM is clear, comprehensive, and is able to meet the needs of

my library.

NEEDS, CHALLENGES & ORGANIZATIONAL ISSUES

License agreements need to include information from the below areas. The most important are:1. ILL (both electronic and digital)

2. Perpetual access to purchased information

1

3. Insure authorized users including simultaneous users are allowed to use an electronic resource at a public terminal

Which department in your library manages the licensing of electronic resources?

Other:

•Combined Acquisitions & Serials department

•Collection Development

•Library Collection Services

•E-resources and serials

•A person manages this, not a department

Open text fields are important in an ERM because I can highlight the fields I deem

significant within the ERM.

TRENDS, INSTITUTIONAL EFFORTS & NEW SYSTEMS

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What do you think is the single most important emerging trend regarding ERMs?

• NISO Licensing standards

• Different initiatives to standardize licence agreements

• Open source ERM tools• Integration with

discovery services• Automatically loading

statistics with SUSHI• Local configuration

• ERM interoperation with databases and websites

• Importing and exporting usage statistics

• Electronic licensing based on XML schemas

• Workflow management• Pricing models• Customization

What is the principal challenge of managing licensing for electronic resources in your

institution? • Vendor Inconsistencies• Licensing Info • Lack of Standard

contracts• Workflow management• Tracking Terms• Customizing to local

needs• Changes

• Terms of licensing• Licensing Reviews• Licensing Info• Lack of Staff/Time• Lack of training• Cost • Decision making• Multiples Sites• Currency

ONIX-PL will help simplify the tasks related to license management and make workflows more efficient in today’s library environment

Many commercial ERMS have taken all of the licensing components from the DLF ERMI from 2004. The ERMI is still able to facilitate the management of licensing.

Conclusion

• Further research needed to expand what is not addressed in license modules

• Room for improvement

• Accommodate change for workflow

• Standards integration

• Internal changes in staff and systems

QUESTIONS & SUGGESTIONS FOR FURTHER RESEARCH?

Please send to:

JMDOWNEY@UH.EDU

OR MCHEN15@UH.EDU

References

Aipperspach, J. (2009). ERMS, workflow, and standards: A product development view. Information Standards Quarterly, 21(4), 21.

DLF electronic resources management initiative, phase I: final report. Retrieved from http://www.diglib.org/pubs/dlf102/

DLF electronic resources management initiative, phase II: Final report. Retrieved from http://www.diglib.org/standards/ERMI2_Final_Report_20081230.pdf

Fons, T. A., & Jewell, T.D. (2007). Envisioning the future of ERM systems. The Serials Librarian, 52(1/2), 151-166.

ERM data standards review. Retrieved from http://www.niso.org/workrooms/ermreview

Hawthorne, D. (2003). Administrative metadata to support the acquisition of continuing e-resources. Serials Review, 29(4): 276-281. doi: 10.1016/j.serrev.2003.09.006

Koppel, T. EDItEUR's ONIX for licensing terms, ONIX tools and NISO's License Expression Working group. Retrieved from http://niso.kavi.com/news/events/niso/past/LicenseIssues-07-seminar/lic07koppel.pdf

Koppel, T. (2006, April) : An introduction to the rapidly changing world of ERM standards. Retrieved from http://www.exlibrisgroup.com/files/Publications/RapidlychangingworldofERMstandards.pdf

ONIX ERMI encoding format, (2007, Nov. 19).Retrieved from http://www.niso.org/workrooms/lewg/071119ONIX_ERMIencodingformat.pdf

ONIX ERMI mapping. (2007, November 20). Retrieved from http://www.niso.org/workrooms/lewg/071119ONIX_ERMImapping.pdf

ONIX for publications licenses (ONIX-PL). Retrieved from http://www.niso.org/news/events/2008/webinars/onixpl/

ONIX for serials. Retrieved from http://www.editeur.org/onixserials.html

ONIX-PL. Retrieved from http://www.editeur.org/onix_licensing.html

Ruth, L.B. (2008) License mapping for ERM systems: existing practices and initiatives for support. Serials Review, 34(2), 137-143.

Sadeh, T., & Ellingsen, M. (2005). Electronic resource management systems: the need and the realization. New Library World, 106(5/6), 208-218. doi: 10.1108/03074800510595823

Skaggs, B.L., Poe, J.W., & Stevens, K.W. (2006). One-stop shopping: a perspective on the evolution of electronic resources management. OCLC Systems & Services, 22(3). doi: 10.1108/10650750610686243)

Soete, G.J., & Davis, T. (1999). Managing the licensing of electronic products. SPEC Kit 248. Washington, D.C.: Association of Research Libraries.

What do you get when you cross a license and XML? Answer: ONIX-PL. Retrieved from http://www.niso.org/apps/group_public/download.php/2254/TAC_NASIG-ONIX-PL-UpdateFINAL.pdf