Electronic Resource Management: Progressive Trends

Dr. Nihar K. PatraDeputy Librarian (In-charge)

National Institute of Food Technology, Entrepreneurship and Management (NIFTEM) MoFPI, Govt. of India, KundliEmail: patranihar@gmail.com

State-of-the-art NIFTEM Knowledge Centre – a multi-level five storey 5474.29 Sqmt is housed in aesthetically designed boat shaped signature building of the NIFTEM campus.

Monday to Sunday: 9.00 AM to 10.00PM and Before 15 days of exam and during exam:

9.00 AM to 12.00 midnight.

NKC Timings

Introduction: NIFTEM Knowledge Centre

NKC automated through VTLS-Virtua Web-OPAC Discovery Service Implemented 3M’s EM-RFID

for self issue/return facility security system Single Sing-on Web-based information services through

NKC portal

Teaching Lab Digital Library Public Announcement System WiFi CCTV Smoke Detector

Drinking Water Facilities for Users

Washroom for M/F & Handicap for each floor

Latest Technology and Infrastructure @ NKC

24*7 Access of NKC web OPAC from anywhere http://nkc.niftem.ac.in:8080

InfrastructureLatest Technology

Digital Library

Electronic CD Holder

Information KOISK

Self Issue/ Return System

Discovery

Service for

Single Search

Web OPAC

Institutional

Repositories Teachin

g LabDigital Library

Research and Reference Service NKC News Alert Service on

Food Processing Sectors Newspapers Clippings Service Database Access & Retrieval Resource Sharing and

Networking Unused Book Display Technical Demonstration User Education etc.

NKC Services

Village Adoption Programme: Adopted 34 villages in 19 States across India

NKC support for New Initiative Programme at NIFTEM

Food Processing Information Portal

Village Adoption Programme

NIFTEM Resources Govt. Organizations and Resources

Education Related Links Information for Farmers Contact Details of Different Sectors

FOOD PROCESSING INFORMATION PORTAL

Status Papers

NKC News Alerts on Food

Processing Sectors

Resources Map

Research / study reports

Rules / Regulations Bills / Policy / Act etc.

Annual Reports

Institutions / organizations

Govt. Scheme / Subsidies for Food Processing Sector

Banks Loans Equipments

Institutions/organization on Food Technology

Open Source e-journals / Magazines

Fellowships / Schemes

Video Clips and Success Stories

Locate warehouse and Cold Storage

Booklets on different food processing

products

How to become an entrepreneur

Companies

Food Parks

Equipment Manufactures

Suppliers

Electronic Resources◦ Range of e-resources available to libraries from

1960’s to the early 2000’s. Electronic Resource Management

◦ Evolution Electronic Resource Management Systems

◦ Vendor Systems◦ Open-Source ERMSs◦ Homegrown ERMSs

Electronic Resource Management

Usage Statistics

Users Feedback

Downtime Analysis and Review Problem

Uniqueness

Problem Logs

Contact Information

Troubleshooting

Hardware Needs

Software NeedsHoldings Lists

User/Admin IDs Password

Access Restriction

Admin Module Information

URL Maintenance

Claiming

Authentication & Authorization

OPAC Access

Library Portal: A to Z list

Federated Search

Discovery Service

Link Resolver

Life Cycle of

E-resources Management

Acquisition Management

Access Management

Administration Management

Support Management

Evaluation and Monitor

Management

Selection

Trial Use

EvaluationAuthenticate Bibliographic

information of the e-resources

Price Negotiation

Reviewing and Negotiating Licensing Agreements

Ordering and paying the e-resources

Access need / Budget

Subject Index

Browsing Lists

Acquisition Management

Access need / Budget

Selection Recommendation Trail offer Demonstration from publishers/vendors User recommendation Discussion lists Peer Library website Publisher’s catalogue From other Library of similar nature Colleagues suggestions

Trial Use Consistency / Uniformity Functionality

Life Cycle of E-resources Management

Evaluation Content Updates Quality – reputation of publisher as well as

intellectual level Indexing Up-gradation Authority – scholarly or not Accessibility Cost factor Technical support Licensing agreement

Authenticate Bibliographic information of the e-resources Verify coverage, content provider of the product,

frequency of updates and cost

Price Negotiation Product type: aggregator/full text database Product available through yearly

subscription, one-time purchase or multi-year deals with fixed price caps

Rental models Print + electronic deal Institution size Number of uses Price of consortia deal Price for journal package deal Patron-Driving Acquisition

Reviewing and Negotiating Licensing Agreements Authorized users and sites Archiving policy and perpetual access Institutional / self archiving Copyright and fair use Usage statistics Liability for unauthorized use Cost Technical consideration Suppleness and improvement Indemnification Terms of payment and termination Governing law

 Ordering and paying the e-resources

Access Management Authentication & Authorization OPAC Access Library Portal: A to Z list Federated Search Discovery Service Link Resolver Subject Index Browsing Lists

Administration Management Holdings Lists User/Admin IDs Password Access Restriction Admin Module Information URL Maintenance Claiming

Support Management Software Needs Hardware Needs Troubleshooting Contact Information Problem Logs

Evaluation and Monitor Management Uniqueness Downtime Analysis and Review Problem Users Feedback Usage Statistics

Life Cycle of E-resources Management

1. EBSCO’ ERM Essentials2. Ex Libris’ Verde3. Innovative Interface’ Innovative ERM4. Serials Solutions’ 360 Resource Manager5. TDNet’ TDNet ERM Solutions6. Colorado Alliance’ Gold Rush7. SirsiDynix’ E-Resource Central8. Priory Solution’ Research Monitor9. University of Notre Dame’ CORAL10. Simon Fraser University Library’ CUFTS11. University of Wisconsin-La Crosse’ ERMes12. SemperTool’ Resource Management System - RMS13. OCLC’ Web-share License Manager14. MIT’ VERA15. HARRASSOWITZ’ HERMIS16. The Johns Hopkins University’ HERMES

Different Types of ERMSs

Developed in 2010

Features:◦ Knowledge base◦ A-Z list◦ Link resolver◦ Single point access◦ Report functionality◦ E-resources workflow management

such as trails, evaluations, licence management, orders and renewal

Modules:◦ My collection◦ Renewal◦ Upload◦ Reminders◦ Tasks◦ Options◦ Reports

EBSCO’ ERM Essentials

http://journals.ebsco.com/products-services/ebsconet-erm-essentials

Ex Libris’ Verde Developed in 2004

Features:◦ Knowledge base◦ Workflow functionality such as

trail, acquisition, licensing, usage, renewal procedures

◦ Cost analysis / Cost per use◦ A-Z list◦ Link resolver◦ Meta search system◦ Integrated with OPAC

Modules:◦ Verde Task◦ KB Manager◦ KB tools◦ Admin

http://www.exlibrisgroup.com/category/VerdeOverview

Developed in 2004

Features:◦ Knowledge base

management◦ Licensing & Contact

functionality◦ Limited acquisitions

functionality◦ RSS (Really Simple

Syndication) feeds◦ Faceted Search◦ Usage statistics by SUSHI

& COUNTER◦ Link resolvers◦ Flexible to generate

almost any reports

Innovative Interface’ Innovative ERM

http://www.iii.com/products/sierra/eresource-management

Developed in 2005

Features:◦ Cloud-based Knowledge base

management◦ A to Z list◦ Fewer customization options for

libraries◦ Single search interface◦ Overlap analysis◦ Administrative information & tracking◦ License module with templates◦ Budget tracking and fund accounting

information◦ Generate several type of reports◦ Usage statistics by COUNTER

Modules:◦ Advanced 360 Resource Manager

Tools◦ Assessment tools◦ Manage your products◦ Manage your library

Serials Solutions’ 360 Resource Manager

http://www.proquest.com/products-services/360-Resource-Manager.html

Developed in 2000

Features:◦ Knowledge base management◦ Single search◦ Current awareness features◦ Statistics and analysis◦ Collection-wide management◦ Collection and overlapping

analysis◦ Consistent update

Modules:◦ Journal manager◦ E-book manager◦ Database manager◦ Administration

TDNet’ e-Resource Manager

http://web.tdnet.com/TDNet-e-Resource-Manager

Developed in 2001

Features:◦ Gold Rush Decision

Support (formerly Gold Rush Reports)

◦ Subscriptions Module ◦ OpenURL link resolution ◦ A-Z list

Modules:◦ Holdings◦ Subscriptions◦ Cataloguing◦ Reports◦ Settings

Colorado Alliance’ Gold Rush

https://www.coalliance.org/software/gold-rush

Developed in 2011

Features:◦ Provides access to all library

e-resources via a single user interface.

◦ Managing licensing◦ Access rights◦ Usage report◦ Managing electronic content

acquisition and creation◦ Automatically downloads

metadata for all the contents ◦ Download resources by

providing user ID◦ Duplication check

SIRSI Corp’ E-Resource Central

http://www.sirsidynix.com/products/eresource-central

Developed in 2004

Features:◦ Usage Monitoring◦ Password

management◦ Client validation◦ Cost recovery◦ Contract

management

Priory Solution’ Research Monitor

http://www.priorysolutions.com/ResearchMonitor

Developed in 2010

Features:◦ Manage entire e-resources

workflow◦ Record license◦ Track organizations◦ Report usage

Modules:◦ Acquisition◦ Licensing◦ Administration◦ Support◦ Usage

University of Notre Dame’ CORAL

https://erm.library.nd.edu/

Developed in 2009

Features:◦ Licensing◦ Usage statistics◦ Renewal notification◦ Contacts information◦ A-Z list◦ Link resolver

Modules:◦ Local resources◦ ERM◦ Site setting◦ Statistics◦ Tools◦ Change site◦ Account settings◦ Logout

Simon Fraser University Library’ CUFTS

http://researcher.sfu.ca/cufts

Developed in 2009

Features:◦ Built in Microsoft Access 2007◦ Licensing◦ Usage statistics◦ Renewal information◦ Single search◦ Contacts information◦ A-Z list◦ Reports

Modules:◦ Database / cost history◦ Vendor stats access◦ Alternate access◦ Problem logs◦ Admin website access

University of Wisconsin-La Crosse’ ERMes

http://murphylibrary.uwlax.edu/erm/

Features:◦ A-Z Products and Resources◦ Link Resolver◦ Statistics◦ Discovery◦ Reports

SemperTool’ Resource Management System - RMS

http://www.sempertool.dk/services

Features:◦ Acquisitions◦ Circulation◦ Metadata◦ Resource Sharing◦ Discovery◦ Analytics◦ Licensing (optional)◦ Support EZproxy

Modules:◦ Metadata◦ Acquisitions◦ Licenses◦ Circulation◦ Admin◦ Help

OCLC’ WorldShare Management Services

https://oclc.org/worldshare-management-services.en.html

Developed in 2000

Features:◦ Knowledge base management◦ Search by title, subject, keyword or

provider◦ Licensing◦ Single search◦ A to Z list◦ Remote login◦ Access restriction◦ Link resolver

Modules:◦ Licensed details◦ Licensed list◦ Admin details◦ Subject list◦ Maintainer list◦ Reports

MIT’ VERA

http://owens.mit.edu/sfx_local/az/mit_all

Resource Identification and Evaluation◦ Detailed information on all periodical◦ Notifications of changes in online availability of publications and publisher’s

e-journals policies License management

◦ License analysis based on library licensing requirements◦ License negotiation with publishers on behalf of libraries◦ Online repository for signed licenses

Ordering and Payment, Renewals and Cancellations Activation of Electronic Resources Public Resource Discovery and Access

◦ A-Z lists, link resolvers, tables of contents service etc.◦ Access verification

Technical Access Management◦ Notification of URL changes◦ Notification to publisher of library IP changes

Usage Tracking◦ COUNTER statistics on publishers’ websites

HARRASSOWITZ’ HERMIS

http://www.harrassowitz.de/subscription_services/hermis.html

Automatic notification to appropriate librarian

Workflow management and approvals process to support the selection, procurement, and implementation of e-resources

Web-based custom report generation and administering e-resources

Interoperable with existing and future systems

The Johns Hopkins University’ HERMES

https://jscholarship.library.jhu.edu/handle/1774.2/32801

1 Access restriction 2 Automatic notification 3 Automatically download

metadata 4 A-Z list 5 Budget tracking & fund

accounting 6 Circulation 7 Consistent updates 8 Contact information 9 Cost analysis / cost per

use 10 Current awareness 11 Discovery

12 Integrated with OPAC 13 Knowledge base 14 License module with

template 15 Licensing 16 Link resolver 17 Overlap analysis 18 Remote login 19 Renewal information 20 Report functionality 21 Resource Sharing 22 Single search 23 Usage statistics 24 Workflow management

Major Features

ERM E

ssen

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Verde

Inov

ativ

e ER

M

360

Resou

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Man

ager

e-Res

ourc

e Man

eger

CORAL

CUFTS

ERMes

RMS

Wor

ldSh

are

Man

agem

ent S

ervi

ces

VERA

HERMIS

HERMES

Gold

Rush

E-Res

ourc

e Cen

tral

Resea

rch

Monito

r0

2

4

6

8

10

12

14

16

10

14

7

8

7

12

9

8

7

9

7

9 9

5

8

4

Features

Features

This will be very handy tool in making right choice & decision for selecting ERMS for efficient management of e-resources

Advantages

Effectively manage the life cycle of e-resources starting from evaluation, selection, and acquisition through renewal/review and cancellation

Ability to maintain resources, track licenses, and manage coverage data and A-Z holdings etc.

Assistance in managing e-journals with no duplication of effort

Easily analyze cost, usage, and licensing information

Libraries can quickly analyze actual expenditure vs. budget

Allows users to simultaneously search multiple databases and receive combined results

Conclusion

Negotiation license with content provider, evaluation of trial subscriptions, centralized acquisition, budgeting and ordering.

E-mail alerts remind before the licenses are up for renewal with a custom time period.

Includes acquisitions information, contacts, account information and access information.

Access verification and technical access management includes notification of URL changes and to publisher for IP changes

Facilitate A-to-Z database search, MARC record of each title and direct to article OpenURL resolving

Many more…

Disadvantages

The digital collection such as digital images, streaming video sound file etc. are still to dealt with

Implementation of ERMS system leads to a huge additional cost since most of the proprietary ERMS are costly.

A group of professionals with their technical skills/expertise is required for implementing ERMS

Although most of the functions are inimitable in all ERMS but the paramount issue i.e. basic structural features / modules are unlike

Integration of electronic resources in ERMS is a mountainous job which takes longer time

Not a single ERMS provides complete functionality of workflow of e-resources.

Queries may be sent at : patranihar@gmail.com