Electronic Resources Management Stand-Alone Solution

Original Presentation to Cornell University August 28, 2003Revised and Updated June 1, 2004Innovative Interfaces, Inc.

Sandy HurdDirector of Sales, Digital Solutions

All slides are proprietary and confidential. They may not be copied or distributed.

Company Background

Company Overview

• Owned and operated by founder since 1978– Headquartered in Emeryville, CA– Profitable since inception

• 25 years of groundbreaking product development– First OCLC interface– First multi-user Acquisitions and Serials Control System

• Acquisitions – 1981• Serials – 1983

– First Java-based library management system– First Electronic Resource Management system

• Sustained customer growth in academic libraries– 1,100+ servers installed (serving over 3,500 libraries)– Annual revenue of US $70M +

• Systems installed in 40 Countries

Innovative Corporate Vision

• Consistent management philosophy– Stability of ownership and management– Re-invest in people, products, and services

• Customer-focused– User Groups and Director Retreats

• 2004 IUG in Boston – 1,400 participants• 2005 IUG in San Francisco - ?

– Libraries stay with Innovative– 60-100 new contracts added annually

• State-of-the-art solutions– All modules enhanced each year– Evolve the architecture– Develop new products

40 Countries, Help Desk 24/7/365

Canada

United States

Mexico

Chile

Finland

Sweden

UK

Ireland

Spain

Portugal

Morocco

France

Estonia

Poland

Hungary

Turkey

UAE

Germany

Italy

Egypt

China JapanKorea

Taiwan

Thailand

Singapore

Australia

New Zealand

Botswana

South Africa

Zimbabwe

Qatar

Mozambique

MalaysiaPhilippines

Macao

Hong Kong

Lesotho

Belgium

Namibia

Corporate Profile – 280+ Employees

5%

9%

16%

21%

21%

28%

Exec. Mgmt.AdministrationSales/ MktgR&DImplementationCustomer Support

Customer Service

# 1 Support ratio of 1:7

1:2317VTLS15

1:1812Open Text14

1:1744Ex Libris13

1:163CyberTools12

1:1552Endeavor11

1:14216Dynix10

1:1353Geac9

1:105Keystone8

1:920EOS International6

1:955TLC6

1:8170Sirsi2

1:810Auto-Graphics2

1:88Inmagic2

1:835Gaylord2

1:7145Innovative1

RatioTotal Customer Support StaffVendorRank

Information Systems ReportVolume 1, Number 11, January 15, 2003

Introduction to ERM

Why are we having these problems?

• Publisher imperatives• New types of materials• New procurement methods and

documentation• New methods of access• Customer imperatives

Paper Files

Spreadsheets

Database

Anything

License Details

Payment Details

System Details

Contact Details

How do libraries manage today?

Managing E-Resources Today

Cost

Payments

Renewal dates

Access restrictions

Access methods

IP addresses allowed

Resource links

ILL permissions

Copying permissions

Contracts/licenses

Management notes

Negotiation details

Holdings data

And more

How did ERM come to be?

• Challenges in license management– Storing license information– Managing license acquisition workflow– Quick reference for questions of use:

– “Can I do this with this resource?”

• Innovative’s response:– Customer-initiated– Real-world architecture– Real-world requirements:

• Ticklers• Multi-value fields• Layered permissions

• Digital Library Federation’s Electronic Resources Management Initiative (ERMI)

ERM Architecture

[Bibliographic Record]Agricultural Economics

[Bibliographic Record]Archives of Brain Studies

[Bibliographic Record]Methods in Spectroscopy

[Holdings Record]1975 – 2001

[Holdings Record]Vol. 65 -

[Holdings Record]1998 - Present

License Details

Payment Details

Vendor Details

TechServicesProcess

Traditional Relationships

[Vendor Record]Contacts

[Resource Record]

Science Direct

[Bibliographic Record]Agricultural Economics

[Holdings Record]1975 - Present

ERM Enhanced Database Structure

[Resource Record]

EBSCOhost : Electronic Journals Service

[Order Record]Payments

[Bibliographic Record]Archives of Brain Studies

[Bibliographic Record]Methods in Spectroscopy

[Holdings Record]1975 – 2001

[Holdings Record]Vol. 65 -

[Holdings Record]1998 - Present

[License Record]License Details

ERM Staff Interface

Title Tracking

License Overlaps

Resource Record Detail

License Tracking and Reporting

Combined Value Field

Protected Field

Contacts ManagementTickler and E-mail Alerts

Batch Loading

Managing E-resource Metadata

Vendor Data•Research in the Economy•Vol. 1, 1998 to Present•http://ebscohost.com/AE•In: EBSCOhost•Trends in Sociology•V. 16, 1996 to Present•http://ebscohost.com/TS•In: EBSCOhost

ERM

Vol. 1, 1998 to Present

Research in the Economy

Trends in Sociology

Vol. 16, 1996 to Present

The system determines the appropriate action for each record

EBSCOhost : EJS

Batch Loading:• Creates new holdings• Links titles to resources• Updates URLs• Updates coverage• Identifies updates, new records, deleted titles

Sources:• EBSCO• Serials Solutions• TDNet

Formats:• Spreadsheet • Text file (Do It Yourself)• Innovative XML

Coverage Database

Patron Interface ViaOptional Web OPAC

Patron Solutions: A-Z List of Databases & Search Tools

A-Z List of Databases

Resource Search, A-Z Access, Topic Search

Choose the Database

Full Resource Display

Link to E-journal Content

Title Search

Title Details

Full ERM Details

Relationship To Primary ILS

• Data interfaces / staff data management– Regular loads of bibliographic data

• Loaders included in bundle

– Regular loads of holdings/coverage data• Loaders included with bundle

– Serials Solutions/TDNet/EBSCO/other– ONIX standard work with NISO + EDItEUR, pilot stage

• Patron Interface– Web views via Web OPAC (optional)– Report Writer outputs MARC or other format (optional)– Link from ERM to ILS, link stored in 856, use raw XML or

formatted HTML– Develop an API using raw XML

ERM Status

Installed Development PartnersFirst Group“Developers”

• Glasgow University • The Ohio State

University• University of Washington• University of Western

Australia• Washington State

University

Second Group“Beta”

• CISTI• Library of Congress (stand

alone)• National Institutes of Health• Oregon Health Sciences • University of Arizona• University of California, San

Diego• University of Nevada, Reno• University of Technology

Sydney• Utah State University (stand

alone)

ERM Stand-Alone Version

• In general release March 2004• Innovative seeks partners to help ensure that

the stand-alone version is– Fully featured– Robust– Sophisticated

• Local install or access through an ASP model• ERM deployment is top priority

ERM Software Bundle

• Millennium Editor• Bibliographic records• Resource records• License records• Holdings records• Vendor records• Bibliographic record

loader (MARC)• XML and Text File Loader

• Advanced searching• Basic system setup and

administration– Login administration– Passwords and

authorization– Backup– 2 Staff user licenses

• Innovative DBMS or Oracle (Linux coming)

• Report Writer/Statistics (optional)

• Web OPAC (optional)

ERM Benefits

• Manage more titles• Manage increasingly complex publications and

relationships• Manage greater financial investment• Store and manage new types of information• Fulfill the legal obligation to inform of terms of

use• Provide more information to more staff and

users

ERM Summary

• Much more than a shrink-wrap desktop product

• Architecture second to none• Customization and local control• Designed and supported by technical services

and library system experts• Frees staff from maintenance of multiple

databases• Frees staff from local development projects

Thank you.