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April 2006April 2006 © Ringgold 2006© Ringgold 2006
ERM and the LMSERM and the LMScurrent status and future current status and future
trendstrends
Peter EvansPeter Evans
LibrariesLibraries Hatfield Polytechnic (Univ. Hertfordshire)Hatfield Polytechnic (Univ. Hertfordshire)
SuppliersSuppliers Dynix, Geac, Fretwell-DowningDynix, Geac, Fretwell-Downing
Ringgold IncRinggold IncBiblio TechBiblio Tech Biblio Tech ReviewBiblio Tech Review Serials-eNewsSerials-eNews
OpenRFPOpenRFP Online RFP generation and responseOnline RFP generation and response
ERM / LMS WorkshopERM / LMS Workshop
The Library Management SystemThe Library Management System
The rise of the ERM systemThe rise of the ERM system
Functions of ERM systemsFunctions of ERM systems Digital Library FederationDigital Library Federation
Current vendor offeringsCurrent vendor offerings
SurveySurvey
QuestionsQuestions
The Library Management SystemThe Library Management System
30 year legacy30 year legacy
ModularModular
IntegratedIntegrated
LargeLarge
complexcomplex
Customer facingOPAC
Titles
Circulation
cataloguing
Serials
Acquisitions
Back office
OPAC
Titles
Circulation
cataloguing
Serials
Acquisitions
Back office
Life was simple thenLife was simple thenUser facing
OPAC
Titles
Circulation
cataloguing
Serials
Acquisitions
Back office
Web Portal
Z39.50
OpenURL – Link
resolvers
e-Titles
e-Titles
e-Titles
Libraries
User facing
NowNow
The problems of e-resourcesThe problems of e-resources
Discovery – what is out there ?Discovery – what is out there ?Delivery – how does the user get it ?Delivery – how does the user get it ?ControlControl Authentication – who are you ?Authentication – who are you ? Authorization – what can you use ?Authorization – what can you use ? Collection developmentCollection development Actions – what can you DO with them ?Actions – what can you DO with them ? Timescales – how long can you use them ?Timescales – how long can you use them ? Payments – to suppliers, authors etc.Payments – to suppliers, authors etc.
Back office
Digital Library FederationDigital Library Federation
A group of librariesA group of libraries British LibraryBritish Library Columbia UniversityColumbia University Cornell UniversityCornell University Harvard UniversityHarvard University Library of CongressLibrary of Congress New York Public LibraryNew York Public Library
and alliesand allies Joint Information Systems Committee (JISC)Joint Information Systems Committee (JISC) OCLC Online Computer Library CenterOCLC Online Computer Library Center RLGRLG
print version
publication electronic version collection acquisition
user groupavailable tolicense/
terms of use
library
participatinglibrary
user
member
organization
publishes
provides
vendslicenses
Entity-Relationship Entity-Relationship Diagram for Electronic Diagram for Electronic
Resource ManagementResource ManagementNISO/DLF Workshop, 10 May 2002NISO/DLF Workshop, 10 May 2002
Nathan D.M. RobertsonDatabase Analyst/ProgrammerSheridan Libraries, Johns Hopkins [email protected]
OpenRFPOpenRFP
DLF functionsDLF functions AcquisitionsAcquisitions LicensingLicensing Rights managementRights management UsageUsage PerformancePerformance Data linkageData linkage
Current situationCurrent situationCompanyCompany ProductProduct StatusStatus
InnovativeInnovative Electronic Resource Electronic Resource Management Management
2002: Version 3: 60 sold; 2002: Version 3: 60 sold; standalone alsostandalone also
Library of CongressLibrary of Congress
Ex LibrisEx LibrisVerdeVerde
2004: Version 2.0 April 20062004: Version 2.0 April 2006
Calif. Dig. LibraryCalif. Dig. Library
Cranfield (Unicorn)Cranfield (Unicorn)
VTLSVTLS VerifyVerify2005: Beta : FRBR 2005: Beta : FRBR compliantcompliant
SirsiDynixSirsiDynix ERM(Horizon)ERM(Horizon)Article Linker from SSArticle Linker from SS
SirsiDynixSirsiDynix ERM (Unicorn)ERM (Unicorn)2005: V1 2005: V1
Holistic viewHolistic view
TDNetTDNet e-Resource Managere-Resource Manager Partner with HarrasowitzPartner with Harrasowitz
Colorado AllianceColorado Alliance Gold RushGold RushStandalone: Partnership Standalone: Partnership with TLCwith TLC
EndeavorEndeavor MeridianMeridian Summer 2005: V1Summer 2005: V1
Serials SolutionsSerials Solutions ermSermS Summer 2005: V1Summer 2005: V1
EBSCOEBSCO Registration TrackerRegistration Tracker Partial solutionPartial solution
Integrated system or separatesIntegrated system or separates
Integrated systems are goodIntegrated systems are good
Best of breed is better ?Best of breed is better ?
StandardsStandards Help the data move from system to systemHelp the data move from system to system Help modules speak to each otherHelp modules speak to each other
Vendors and systemsVendors and systems
Part of an LMSPart of an LMS SirsiDynixSirsiDynix
Stand alone Stand alone Serials SolutionsSerials Solutions
Integrated + Stand aloneIntegrated + Stand alone Innovative (Electronic Resource Management)Innovative (Electronic Resource Management) Ex Libris (Verde)Ex Libris (Verde)
Subscription agent systemSubscription agent system Ebsco TDNetEbsco TDNet
OtherOther GoldRushGoldRush
The FutureThe Future
More, richer functionalityMore, richer functionality
Better authentication and authorisationBetter authentication and authorisation
Easier controlEasier control
Balanced, informed purchasing decisionsBalanced, informed purchasing decisions
ERM will become the centre of all library ERM will become the centre of all library management operationsmanagement operations
The ERM IS the LMSThe ERM IS the LMS
The LMS is really a The LMS is really a
““Print Resource Management system”Print Resource Management system”
Both the traditional LMS and the ERM Both the traditional LMS and the ERM system are special cases of asystem are special cases of a
““Resource Management System”Resource Management System”
The futureThe future
Integrated Resource Management systems Integrated Resource Management systems replacing the separate / linked systems replacing the separate / linked systems
being built todaybeing built today
P and E resourcesP and E resourcesFunctionsFunctions P-ResourcesP-Resources E-ResourcesE-Resources
LicensingLicensing Simple: copy restrictions, Simple: copy restrictions, no loan for tradeno loan for trade
Complex: time controls, Complex: time controls, place controlsplace controls
Usage Usage Simple: rationing via loan Simple: rationing via loan periods, loan limitsperiods, loan limits
Can be complex: number Can be complex: number of uses, purposes etcof uses, purposes etc
AcquisitionAcquisition Simple: discounts, Simple: discounts, multiple copy dealsmultiple copy deals
Package deals, market Package deals, market separationseparation
TrialsTrials Approval schemesApproval schemes Trials with feedbackTrials with feedback
invoicinginvoicing Simple – separate from Simple – separate from accessaccess
Complex – linked to Complex – linked to accessaccess
budgetsbudgets As requiredAs required More complex to analyse More complex to analyse subject usesubject use
Collection dev.Collection dev. SimpleSimple Complex – overlapping, Complex – overlapping, changing deals. Time changing deals. Time limited access.limited access.
OPAC
Titles
Circulation
cataloguing
Serials
Acquisitions
Back office
Web Portal
Z39.50
OpenURL – Link
resolvers
e-Titles
e-Titles
e-Titles
Libraries
User facing
NowNow
ERM
ResourcesBack office
Libraries
User facing
Future 2Future 2
e-Titles
e-Titles
e-Titles
ASAD GePuRMS
Licensing
Rights Management
CataloguingAcquisitions
Discovery
Delivery
Authentication
Authorisation
Web portal
Z-39.50
ERMRMS
Future problemsFuture problems
E-booksE-books
Print on demand from e-resourcesPrint on demand from e-resources
E-learningE-learning
Institutional repositoriesInstitutional repositories
Pre-printsPre-prints
DissertationsDissertations
Market surveyMarket survey
Running an ERMRunning an ERM
ImplementingImplementing
ProcuringProcuring
ThinkingThinking
Decided againstDecided against
Market SegmentsMarket Segments
Large AcademicLarge Academic
Medium/Small academicMedium/Small academic
PublicPublic
SpecialSpecial
Running Implementing Procuring Thinking Decided against Totals
Large academic 1 1 1 1 1 5Medium/ small academic 2 3 0 3 0 8Public 0 0 4 5 2 11Large special 0 0 0 0 2 2Medium/ small special 0 2 2 2 0 6
Totals 3 6 7 11 5Large academic 33% 33% 33% 33% 33%Medium/ small academic 67% 100% 0% 100% 0%Public 0% 0% 133% 167% 67%Large special 0% 0% 0% 0% 67%Medium/ small special 0% 67% 67% 67% 0%
Market segments
Market Survey
Questions/DiscussionQuestions/Discussion
Main links and sourcesMain links and sources
Digital Library FederationDigital Library Federation www.diglib.orgwww.diglib.org – functions, entity diagrams – functions, entity diagrams
LicensingLicensing www.library.yale.edu/~llicense/index.shtmlwww.library.yale.edu/~llicense/index.shtml
www.openrfi.comwww.openrfi.com | services | resources | services | resources These links These links This presentationThis presentation
The EndThe End