The ERMS Value Proposition

Norm Medeiros Associate Librarian of the College Haverford College

NISO E-Resource Management Forum: The What, Why, and How for Managing E-

Resources

24 September 2007 Denver, CO

Notable Moments in the History of Electronic Resources Management

1991: Licensing vs. Fair Use

1995: Publication of Nancy Olson’s Cataloging Internet Resources

1998: Need for ERMS

2001: Jewell’s study; Cornell’s Web Hub

2004: Publication of ERMI Report

Case Study: Tri-College Consortium

Needed a place to store administrative metadata; Development

of ERTS

Workflow challenges;

Investigation of

commercial ERMS

Verde implementatio

n

Distributed environmen

t; strong migration to e-resources

2001 2004 2007

Some ERMS Advantages

Manage trials process and participant comments

Notify end-users of server down issues and other important information

Terms clearinghouse; eventual ingestion of encoded licenses

Unique Value of ERMS

Workflow tracking

Collection assessment

Resource Identification

Selection

License Evaluation / NegotiationOrdering

Payment/Prepayment

Receiving

Access management

Usage tracking

Renewals/cancellations

Excerpted from R2 Consulting’s Agents in Place

License Evaluation / Negotiation

Usage tracking

ERMS Workflow

Status-based: e.g. Under consideration to on order; activation pending to active

Date-based trigger: e.g. Trial end date; renewal date

Credentialing; Accountability

T

T

T

Linear Workflow

Trial Request

Trial Deferred

Trial Pending

On Trial

Under Consideratio

n

Purchase Declined

Purchase Deferred

In Negotiatio

n

Decision Pending

Purchase Declined

Purchase Deferred

On Order

Activation Pending

Active

Cancelled (some

access)

Canceled (no access)

Linear Workflow Statuses

E-RESOURCE ENTITY LICENSE ENTITY ACQUISITION ENTITYE-PRODUCT STATUS SELECTION STATUS LICENSE STATUS ACQUISITION STATUS

On Trial TriCo License SentRecently Trialed Under Consideration Under Review

Trial Over Deferred

Trial Over Rejected

On Order Approved Under Local review Active

On Order Approved Under Counsel Review Active

On Order Approved Awaiting Local Signature Active

On Order Approved Pending Licensor Response Active

Activation Pending Approved Approved Active

Active Approved Executed License Received Active

Active Approved Retired Renewed

Withdrawn (some access) Cancelled Retired Cancelled

Withdrawn (no access) Cancelled Retired Cancelled

Parallel Workflows

Collection Assessment

COUNTER Usage Statistics

+ Cost Data

+ SUSHI Protocol

Automated Cost-per-Use

However…

Collection Assessment

Package vs. Constituent Cost

Few SUSHI-compliant publishers at present

Disconnect between annual use and annual cost – see Jonas Holmstrom’s “The Return on Investment of Electronic Journals.” D-LIB Magazine 10:4 (April 2004).

Anderson, Caryn (2006). “Electronic Resource Usage Statistics: Defining a Complex Problem.” Available: http://web.simmons.edu/~andersoc/erus/ERUSlandscape.doc (accessed: 14 September 2007)

USAGE COST CITATION ANALYSIS

FACULTY INTEREST

IMPACT FACTOR

Decision Support System

Implementation Challenges

Values

Knowledge base

Effective workflows

Staff acceptance

“Accessible information helps to dissolve the mystery surrounding the management of e-resources that exists in many libraries. The

work of e-resources management must be seen as integral and mainstream rather than unusual. Improving communications about e-resources management can assist libraries and their staff members in making that transition.”

Feather, Celeste (2007). “Electronic Resources Communications Management: A Strategy for Success.” Library Resources & Technical Services 51, no. 3.

ERMS Value Proposition

Supplanting ILS as chief business system

Increased value over time

Rights management for campus digital objects

The ERMS Value Proposition

Norm Medeiros Associate Librarian of the College Haverford College

NISO E-Resource Management Forum: The What, Why, and How for Managing E-

Resources

24 September 2007 Denver, CO