Electronic Resource Management (ERM) encompasses a variety of practices and services that impact library staff and patrons. In this session, three panelists from the system vendor, subscription agent and academic library communities converge to discuss benefits and challenges of “three S’s” integral to ERM: systems, standards and subscriptions. This high-level overview is ideal for libraries that might be considering ERM solutions and existing ERM libraries that would benefit with an update on current developments.

1. http://www.niso.org/news/events/2011/nisowebinars/erm/
The Three S’s of
Electronic Resource Management:
Systems, Standards, and Subscriptions
January 12, 2011
Speakers: Todd Carpenter, Bob
McQuillan, and Oliver Pesch

2. The First “S” of Organizing and
Distributing Information:
Standards
Todd Carpenter
Managing Director, NISO
NISO Webinar, January 12, 2011

3. Overview
Why standards?
• NISO's role in development of
standards
- ERM standards:
SUSHI, SERU, ONIX-
PL, KBART
- Successes and Challenges in
the adoption of standards
January 12, 2011 Three S's of Electronic Resource Management 3

4. Standards form the basis of commerce
January 12, 2011 Three S's of Electronic Resource Management 4

5. Standards Aren’t a Foreign Language
January 12, 2011 Three S's of Electronic Resource Management 5

6. Supply Chain or Library?
January 12, 2011 Three S's of Electronic Resource Management 6

7. National Information Standards Organization
32% Libraries/Library 35 % Publishers/Publishing
Organizations Organizations
32 LSA Members
(non-voting)
ANSI
ISO
35% Library Systems Other SDOs
Suppliers, Publishing Vendors &
Intermediaries
January 12, 2011 Three S's of Electronic Resource 7
Management

8. NISO’s Organizational Structure
Board of Directors
Architecture Committee
Subcommittee
Subcommitte
Topic Committee Topic Committee Topic Committee
Working Group Working Group Working Group
Working Group Working Group Working Group
Working Group Working Group Working Group
January 12, 2011 Three S's of Electronic Resource Management 8

9. Ongoing work within NISO (1/2)
Business Information Topic Committee
CORE (Cost of Resource Exchange) Working Group
E-journal Presentation Working Group
ERM Data Review Working Group
I2 (Institutional Identifiers) Working Group
OpenURL Quality Metrics Working Group
SUSHI (Standardized Usage Statistics Harvesting Initiative
Standing Committee
January 12, 2011 Three S's of Electronic Resource Management 9

10. Ongoing work within NISO (2/2)
Content & Collection Management Topic
Cmtee
DAISY Standard Revision Working Group
RFID in Libraries Revision Working Group
Standardized Markup for Journal Articles Working Group
NISO/NFAIS Supplemental Journal Article Materials Project
Discovery to Delivery Topic Committee
NISO/UKSG KBART Phase 2 Working Group
NCIP (NISO Circulation Interchange Protocol) Standing
Committee
Physical Delivery of Library Resources Working Group
SSO (Single Sign-On) Authentication Working Group
January 12, 2011 Three S's of Electronic Resource Management 10

11. NISO on the International Stage
Actively participate internationally with
ISO, EDItEUR, IFLA, ICSTI, International STM
Association, the UK Serials Group, LIBER, Standards
Australia, ISO Registration Authorities
Standards developed today generally are applied across a worldwide
and integrated industry.
January 12, 2011 Three S's of Electronic Resource Management 11

12. The ISO world community
January 12, 2011 Three S's of Electronic Resource Management 12

13. Our part of ISO’s Organizational
Structure
Technical Committee (TC) 46
Information & Documentation
Subcommittees (SC):
4 – Systems Interoperability
8 – Performance Measurement
9 – Identification & Description
11 – Records Management
January 12, 2011 Three S's of Electronic Resource Management 13

14. ERM Challenges
and Standards
January 12, 2011 Three S's of Electronic Resource Management 14

15. DLF ERMI Workflows
Differences
between print and
electronic workflow
As described in
initial ERMI report
Source:
http://www.diglib.org/pubs/dlf
102/dlfermi0408appb.pdf
January 12, 2011 Three S's of Electronic Resource Management 15

16. Workflow of E-Resource
Management
Trial use License terms
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
Portals/ Access lists
Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access
Campus authentication
Review problems
URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists
Contact info
Access restrictions
Image from Troubleshoot/ triage View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 16

17. Workflow of E-Resource
Management
Trial use License terms
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access
Campus authentication
Review problems
URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists
Contact info
Access restrictions
Image from Troubleshoot/ triage View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 17

18. Workflow of E-Resource
Management
License terms
Trial use SERU
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access
Campus authentication
Review problems
URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists
Contact info
Access restrictions
Image from Troubleshoot/ triage View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 18

19. Workflow of E-Resource
Management
Trial use SERU License terms LEWG/ONIX-PL
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access
Campus authentication
Review problems
URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists
Contact info
Access restrictions
Image from Troubleshoot/ triage LEWG/ONIX-PL View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 19

20. Workflow of E-Resource
Management
Trial use SERU License terms LEWG/ONIX-PL
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access SSO
Campus authentication
Review problems
URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists
Contact info
Access restrictions
Image from Troubleshoot/ triage LEWG/ONIX-PL View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 20

21. Workflow of E-Resource
Management
Trial use SERU License terms LEWG/ONIX-PL
Assess need/budget Price
Evaluate Register
IP Addresses
User feedback
Acquire
KBART
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access SSO
Campus authentication
Review problems
KBART URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists KBART
Contact info
Access restrictions
Image from Troubleshoot/ triage LEWG/ONIX-PL View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 21

22. Workflow of E-Resource
Management
Trial use SERU License terms LEWG/ONIX-PL
Assess need/budget Price
CORE Evaluate Register
IP Addresses
User feedback
Acquire
CORE KBART
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access SSO
Campus authentication
Review problems
KBART URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists KBART
Contact info
Access restrictions
Image from Troubleshoot/ triage LEWG/ONIX-PL View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 22

23. Workflow of E-Resource
Management
Trial use SERU License terms LEWG/ONIX-PL
Assess need/budget Price
CORE Evaluate Register
IP Addresses
User feedback
Acquire
CORE KBART
Portals/ Access lists
SUSHI Usage stats
Evaluate Proxy servers
Downtime analysis Monitor Provide Access SSO
Campus authentication
Review problems
KBART URL
Problem log maintenance
Provide Support Administer
User IDs
Hardware needs
Preferences (store)
Software needs
Holdings lists KBART
I2 Contact info
Access restrictions
Image from Troubleshoot/ triage LEWG/ONIX-PL View rights for use
Oliver
Pesch, EBSCO
January 12, 2011 Three S's of Electronic Resource Management 23

24. What is ONIX-PL?
January 12, 2011 Three S's of Electronic Resource Management 24

25. What is ONIX-PL, really?
• A structure for making the content of a
license machine-readable
• An XML format
• A tool to make license terms and
conditions more accessible
• Extensible so additional terms can be
added to dictionary in the future
• OPEN to interpretation
January 12, 2011 Three S's of Electronic Resource Management 25

26. Briefly: SUSHI
• Need: Simplify and automate the gathering of usage
data for librarians
– Librarians spending more time gathering data than analyzing it
• Solution
– Server/Client system to exchange COUNTER reports
– Easily incorporated into usage systems (on publisher side) or
into ERM (on library side)
– Client calls to server, asks for report, and server runs the report
and sends it on
– Data exchange is taking place by machine talking with machine
• Incorporated into COUNTER 3 Code of Practice in fall 2009
– Publishers who claim COUNTER compliance MUST BE SUSHI
Compliant
January 12, 2011 Three S's of Electronic Resource Management 26

27. Briefly: SERU
• Need: Reduce the transaction costs of negotiating
licenses, particularly for smaller products
• Solution
– Framework for community-held best practices regarding
delivery and management of electronic content
– Based on a decade of growing mutual trust and experience
with digital information
– Broad consensus on issues such as authorized users, third-
party archiving, improper use, systematic downloading, etc.
– Not another model license, nor a click-through or wrap
Why have lawyers arguing over small ticket products?
January 12, 2011 Three S's of Electronic Resource Management 27

28. Briefly: KBART
Knowledge Bases and Related Tools Project,
Phase II
Joint NISO/UKSG project launched in 2008
Phase I Report published in January 2010
Three core problems
– Inaccurate data leads to bad links
– Incorrect implementation
– Lack of knowledge
• Recommendations on data requirements,
transfer format & protocols, error reporting,
education Three S's of Electronic Resource Management
January 12, 2011 28

29. Standards for E-Resources
Adoption.
Promotion.
Problems?
January 12, 2011 Three S's of Electronic Resource Management 29

30. Successes based on community pressure
SUSHI has had tremendous success in adoption since it was
published in 2007
Presently 110 publishers are COUNTER 3 compliant (as of
May)
Key to driving adoption:
Tying SUSHI Compliance with COUNTER 3 Compliance
COUNTER had established market credibility and demand
SUSHI added functionality, which made COUNTER easier
to use, therefore more desirable
Relative simplicity to implement based on web services
January 12, 2011 Three S's of Electronic Resource Management 30

31. Successes based on cost savings
SERU has had also seen significant success in adoption since
it was published in 2008
Presently 131 libraries are listed on the SERU registry
Another 8 consortia
AND 44 publishers and content providers
Key to driving adoption:
Simplicity – easy to understand and narrow scope
Real pain by both publishers and libraries negotiating licenses
SERU provides significant cost savings and facilitates sales.
January 12, 2011 Three S's of Electronic Resource Management 31

32. Challenges for adoption of license
expression
Clearly, communicating license permissions and
prohibitions to staff and users is difficult
License expression is not a simple process
Definite cost-benefits analysis needed
Consider:
– Desire for ambiguity versus clarity
– The level of detail that your organization needs
– ONIX-PL is not an enforcement mechanism
– Issues impacting negotiation – risks of 3rd party encoding/handling
– The pain threshold of managing licenses badly is less than the
system costs
January 12, 2011 Three S's of Electronic Resource Management 32

33. Chicken and the egg problem:
Communication
A communication structure
isn’t really useful with no one
to talk to. Applies to CORE &
ONIX-PL.
There is no real benefit to being
a first mover in adoption
Partnership is required among two providers who
may not have the same goals, priorities
January 12, 2011 Three S's of Electronic Resource Management 33

34. Challenges for adoption of ERM systems
Electronic Resource Management, generally, is a
complicated process
For many reasons didn’t fit within existing ILS
systems
E-content management staff levels comparatively low
Many different models for managing library data
End-to-End Enterprise Systems, Plug-in, Open
Source
January 12, 2011 Three S's of Electronic Resource Management 34

35. Squeaky Wheel
January 12, 2011 Three S's of Electronic Resource Management 35

36. Thank you!
Todd Carpenter, Managing Director
tcarpenter@niso.org
National Information Standards Organization (NISO)
One North Charles Street, Suite 1905
Baltimore, MD 21201 USA
+1 (301) 654-2512
www.niso.org
January 12, 2011 Three S's of Electronic Resource Management 36

37. Three S’s of
Electronic Resource
Management: Systems
Bob McQuillan
Senior Product Manager
Innovative Interfaces

38. What is an Electronic Resource
Management (ERM) System?
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39. What is an Electronic Resource
Management (ERM) System?
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40. What is an Electronic Resource
Management (ERM) System?
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41. What is an Electronic Resource
Management (ERM) System?
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42. Early challenges for libraries …
Integrated library systems not originally
designed to accommodate electronic
resource data
Resource
License
Coverage database
Usage statistics
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43. Early challenges for libraries …
Internal workflow issues
Electronic resource data in many formats
and locations; not centralized
Data not integrated into ILS
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44. Early challenges for patrons …
No single search and discovery point for
both print and electronic holdings
Electronic holdings typically in separate
database silo
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45. Electronic Resource Management
Initiative (ERMI)
Workshop co-sponsored by NISO and
the Digital Library Federation (DLF) in
2002
ERMI evolved under the guidance of
DLF to pull together common
specifications and tools to effectively
manage licensed electronic resources
Landmark report published in August
2004
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46. Electronic Resource Management:
The Report of the DLF Initiative
“An Electronic Resource Management
system is a system encompassing a
wide range of functions throughout the
electronic resource life cycle …”
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47. Electronic Resource Management:
The Report of the DLF Initiative
“… including but not limited to:
Ordering
Acquisition
Maintenance and renewal process
Generation and maintenance of discovery
tools such as e-resources web pages
Recording and presentation of license
information such as authorized users and
permitted uses”
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48. Early ERM system challenges …
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49. Early ERM system challenges …
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50. Early ERM system challenges …
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51. Early ERM system challenges …
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52. Early ERM system challenges …
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53. Early ERM system challenges …
Logins & Vendor
Passwords Licenses
Usage
Stats Link
Resolver
Workflow
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54. Early ERM system challenges …
Logins & Vendor
Passwords Licenses
Trial
Notes
MARC
Records
Usage
Stats Link
Resolver
Outage
Reports Coverage
Dates
Workflow
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55. Early ERM system challenges …
Logins & Admin Vendor
Passwords URL Licenses
Trial Terms
Notes of Use
A-to-Z MARC
Records
Usage
Stats Link
Resolver
Outage
Reports Coverage
Vendor Dates
Workflow Contacts
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56. Early ERM system challenges …
IP
Addresses
Logins & Admin Vendor
Costs URL Licenses
Passwords
Trial Terms
Notes of Use
A-to-Z MARC
Records
Usage
Stats Link
Resolver
Acquisition
Notes Access
URLs
Renewal
Outage Dates
Reports Coverage
Vendor Proxies Dates
Workflow Contacts
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57. Since 2004 …
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58. Since 2004 …
Gold Rush
Verde®
Unified Resource Management
Millennium™ ERM
360 Resource Manager
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59. Since 2004 …
Gold Rush
ERM Essentials™
Verde®
Unified Resource Management
Open ERAM
Millennium™ ERM
HERMIS
360 Resource Manager SwetsWise eSource
Manager
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60. Since 2004 …
CORAL
Gold Rush
ERM Essentials™
ERMes
Verde®
Unified Resource Management
Open ERAM
Millennium™ ERM
HERMIS CUFTS
360 Resource Manager SwetsWise eSource Web-scale Management
Manager Service (WMS)
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61. Where are we today?
Marco Bellucci
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62. Many ERM choices for different requirements
ERM
System
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63. Many ERM choices for different requirements
Metadata
Bibliographic
Services Knowledgebase
ERM
System
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64. Many ERM choices for different requirements
Metadata
Bibliographic
Services Knowledgebase
ERM ILS Catalog
Integration
Acquisitions
System
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65. Many ERM choices for different requirements
Metadata
Bibliographic
Services Knowledgebase
ERM ILS Catalog
Integration
Acquisitions
System
Standards COUNTER ONIX-PL
&Best
Practices
SUSHI CORE
ERMI
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66. Many ERM choices for different requirements
Metadata
Bibliographic
Services Knowledgebase
ERM ILS Catalog
Integration
Acquisitions
System
Usage Standards COUNTER ONIX-PL
Reporting
statistics Tools &Best
SUSHI CORE
Practices
Cost per use ERMI
Title overlap
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67. Many ERM choices for different requirements
Metadata
Bibliographic
Services Knowledgebase
Electronic
resources in
separate
catalog OPAC & ERM ILS Catalog
Discovery Integration
Acquisitions
Everything in Platform System
one place;
regardless of
format &
location
Usage Standards COUNTER ONIX-PL
Reporting
statistics Tools &Best
SUSHI CORE
Practices
Cost per use ERMI
Title overlap
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68. Many ERM choices for different requirements
A-Z list
Related Bibliographic
Link resolver Products & Metadata
Federated search Services Services Knowledgebase
Enriched content
Electronic
resources in
separate
catalog OPAC & ERM ILS Catalog
Discovery Integration
Acquisitions
Everything in Platform System
one place;
regardless of
format &
location
Usage Standards COUNTER ONIX-PL
Reporting
statistics Tools &Best
SUSHI CORE
Practices
Cost per use ERMI
Title overlap
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69. At the same time, many challenges …
Financial reality … budgets are shrinking
and shifting
TW Collins
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70. At the same time, many challenges …
Financial reality … budgets are shrinking
and shifting
60 to 70% annual
budgets on electronic
resources vs. print
Increasing pressure to
maximize use of
electronic resources
TW Collins
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71. At the same time, many challenges …
Many libraries struggle with the same
workflow issues
TW Collins
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72. At the same time, many challenges …
Many libraries struggle with the same
workflow issues
Many still spend more
time and energy
controlling traditional
paper resources which
make up a smaller portion
of the budget
TW Collins
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73. As a result …
Library staff duties are evolving
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74. As a result …
Library staff duties are evolving
“Big picture” is shifting
Print and electronic?
One system vs. interoperable products and
services?
What are the most critical areas and priorities?
Do these fit into long-term objectives?
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75. Where do we go from here?
alisdair
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76. What libraries can do …
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77. What libraries can do …
Identify gaps and opportunities for
increased efficiency
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78. What libraries can do …
Identify gaps and opportunities for
increased efficiency
Get involved with stakeholders
Patrons
System vendors
Subscription/publisher services
Other libraries
Standards organizations
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79. What ERM system vendors can do …
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80. What ERM system vendors can do …
Solicit library feedback
Conferences, user groups, customer
support, email, listserv etc.
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81. What ERM system vendors can do …
Solicit library feedback
Conferences, user groups, customer
support, email, listserv etc.
Partner with other stakeholders
Standards organizations and interest
groups
Other product and service providers
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82. What ERM system vendors can do …
Solicit library feedback
Conferences, user groups, customer
support, email, listserv etc.
Partner with other stakeholders
Standards organizations and interest
groups
Other product and service providers
Adopt industry standards and best
practices
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83. ERM Data, Standards
& Best Practices Review
Ivy Anderson (co-chair, California Digital Library)
Tim Jewell (co-chair, University of Washington)
Jeanne Downey (University of Houston)
Deberah England (Wright State University)
Harry Kaplanian (Serials Solutions)
Rafal Kasprowski (Rice University)
Tim McGeary (Lehigh University)
Bob McQuillan (Innovative Interfaces)
Angela Riggio (UCLA)
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84. ERM Data, Standards
& Best Practices Review
NISO working group to undertake “gap
analysis” regarding ERM related
data, standards and best practices
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85. ERM Data, Standards
& Best Practices Review
Deliverable will highlight current work
that provides solutions for specific areas
of ERM use, identifies gaps where work
has not been done, and recommends
appropriate further work
Report to be delivered to the NISO
Business Information Topic Committee
and made publicly available
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86. ERM Data, Standards
& Best Practices Review
Consult with vendors, libraries using
ERM systems and other stakeholders
for additional feedback
Describe challenges libraries face with
current ERM systems
Identify gaps in interoperability and best
practices
Make recommendations regarding
future of ERMI data dictionary
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87. ERM Data, Standards
& Best Practices Review
Standards mapping with ERMI
Working from related standards and best
practices
Determine correspondence, overlap
Compare meanings and uses
Determine whether ERMI data dictionary should
address, or relevant standard (w/revisions)
sufficient to address ERM needs
Discovery of gaps in existing standards
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88. ERM Data, Standards
& Best Practices Review
Standards mapping with ERMI
Working from related standards and best
practices
Determine correspondence, overlap
Compare meanings and uses
Determine whether ERMI data dictionary should
address, or relevant standard (w/revisions)
sufficient to address ERM needs
Discovery of gaps in existing standards
CORE I2 ONIX-PL ONIX-SRN TRANSFER
COUNTER KBART ONIX-SOH Shibboleth vCARD
DOI MARC ONIX-SPS SUSHI
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89. Why Standards?
ERMI was not a standard
Libraries want:
Simplified license agreements
Workflow tools and best practices
Authority control for products and vendors
Interoperability and data transport
Holdings data for ebooks and ejournals
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90. Why Standards?
Reduce re-keying
Reduce maintenance cost & disruption
Durability of data
Avoid supplier lock-in
Easier development path
Platform for collaboration
Whole system economies
Source: “The Business Case for Standards” (JISC)
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91. For More Information
ERM Data, Standards & Data Review
Working Group
http://www.niso.org/workrooms/ermreview
Bob McQuillan
Senior Product Manager
Innovative Interfaces
bmcquillan@iii.com
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92. Three S’s of
Electronic Resource
Management: Subscriptions
Oliver Pesch
Chief Strategist, E-Resources
EBSCO Information Services
NISO Webinar
January 12, 2011

93. Subscriptions…
• The challenges
• The changing role of the subscription agent
• Benefits for customers
• Standards and how they can help

94. The challenges

95. This…
Acquire
Evaluate
Monitor Provide Access
Provide Support Administer
Life cycle of a resource

96. This…
Order
Pay
Assess
need/budget Evaluate
Acquire
Catalogue
Evaluate
Monitor Provide Access Check-in/
shelve
Provide Support Administer
Claiming
Life cycle of a resource

97. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Review authentication
problems
Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

98. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Review authentication
Transitioning from Print to Online
problems
Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

99. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Review authentication
Gaining Access
problems
Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

100. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Transfer of Journals
Review authentication
problems
Changes in Format Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

101. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Review authentication
Handling Packages
problems
Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

102. Became this! License
terms Order
Trial use
Price Pay
Assess
need/budget Evaluate IP Addresses
Register
User
feedback Acquire Proxy Servers
Usage stats Catalog
Evaluate Portals/Access
Downtime Monitor Provide Access lists
analysis
Campus
Review authentication
Measuring Usage and Value of Content
problems
Holdings lists
Problem log
Provide Support Administer
User IDs
Hardware
needs Admin module
information
Software
needs Preferences
(store)
Contact info
Holdings lists
Troubleshoot/ Access
triage restrictions
View rights for Claiming
use
Life cycle of a resource

103. The agent’s changing role

104. Traditional opportunities for efficiency
Subscription
Agent
Libraries Publishers

105. Traditional opportunities for efficiency
Subscription
Agent
Single title file
Libraries Publishers

106. Traditional opportunities for efficiency
Orders
Subscription
Agent
Single title file
Libraries Publishers

107. Traditional opportunities for efficiency
Orders Renewals
Subscription
Agent
Single title file
Libraries Publishers

108. Traditional opportunities for efficiency
Orders Renewals
Claims
Subscription
Agent
Single title file
Libraries Publishers

109. Traditional opportunities for efficiency
Orders Renewals
Claims
Subscription
Agent
Single title file
Payments
Libraries Publishers

110. Traditional opportunities for efficiency
Orders Renewals
Claims
Subscription
Agent
Single title file
Payments
Invoices
Libraries Publishers

111. Evolving opportunities for efficiency
Subscription
Agent
Libraries Publishers

112. Evolving opportunities for efficiency
Capturing data
Subscription
Agent
Libraries Publishers

113. Evolving opportunities for efficiency
Capturing data
Subscription
Agent
License details
Libraries Publishers

114. Evolving opportunities for efficiency
Capturing data
Subscription
Agent
License details
Access &
Registration data
Libraries Publishers

115. Evolving opportunities for efficiency
Influence processes
Capturing data
Subscription
Agent
License details
Access &
Registration data
Libraries Publishers

116. Evolving opportunities for efficiency
Influence processes
Capturing data
Subscription
Agent
License details
Access &
Registration data
Libraries Order Activation Publishers

117. Evolving opportunities for efficiency
Influence processes
Capturing data
Subscription
Agent
License details
Access &
Registration data
Libraries Order Activation Package Publishers
Renewal

118. Evolving opportunities for efficiency
Influence processes
Capturing data
Feeding other
systems
Subscription
Agent
License details
Access &
Registration data
Libraries Order Activation Package Publishers
Renewal

119. Evolving opportunities for efficiency
Influence processes
Capturing data
Feeding other
systems
Subscription
Agent
License details
Access &
Registration data Holdings list
Libraries Order Activation Package Publishers
Renewal

120. Evolving opportunities for efficiency
Influence processes
Capturing data
Feeding other
systems
Subscription
Agent
License details Updating ERM
systems
Access &
Registration data Holdings list
Libraries Order Activation Package Publishers
Renewal

121. Other complementary services
• Leveraging the captured data and knowledge of
content and customer’s subscriptions
• Access services
– A-to-Z
– Link resolver
– MARC
• Management tools
– ERM
– Usage consolidation

122. Benefits for customers
• Streamlines workflows…
– Saves time
– Reduces cost
• Supports better informed decisions…
– Key data elements readily available
• Improve access for end users…
– More timely activation of subscribed content
– More accurate holdings and coverage
– Better integration of full text

123. Standards

124. Standards
• Exchanging title lists (publisher to agent)
– KBART, ONIX-SPS

125. Standards
• Exchanging title lists (publisher to agent)
– KBART, ONIX-SPS
• Exchanging holdings lists (agent to library; agent
to knowledge base vendor)
– KBART, ONIX-SOH

126. Standards
• Exchanging title lists (publisher to agent)
– KBART, ONIX-SPS
• Exchanging holdings lists (agent to library; agent
to knowledge base vendor)
– KBART, ONIX-SOH
• Exchanging cost information (agent to library)
– EDI, CORE

127. Standards
• Exchanging title lists (publisher to agent)
– KBART, ONIX-SPS
• Exchanging holdings lists (agent to library; agent
to knowledge base vendor)
– KBART, ONIX-SOH
• Exchanging cost information (agent to library)
– EDI, CORE
• Exchanging license terms (publisher to agent;
agent to library)
– ONIX-PL

128. Standards
• Exchanging title lists (publisher to agent)
– KBART, ONIX-SPS
• Exchanging holdings lists (agent to library; agent
to knowledge base vendor)
– KBART, ONIX-SOH
• Exchanging cost information (agent to library)
– EDI, CORE
• Exchanging license terms (publisher to agent;
agent to library)
– ONIX-PL
• Exchanging usage data (publisher to library)
– COUNTER, SUSHI

129. Thank You
Oliver Pesch
opesch@ebsco.com