The arrival and enormous growth rate of digital contents have fundamentally changed the way in which content is made available to library users. In the recent years, libraries are acquiring more and more electronic resources (e-resources) because of perceived benefits, such as easy access to information and its comprehensiveness. Due to the influx of e-resources in libraries, the collection, acquisition, and maintenance of these resources have become complicated issues to deal with. This has forced libraries to devise strategies to manage and deliver e-resources conveniently. Therefore, “Management of E-resources” or “Electronic Resource Management” (ERM) has become a challenge for library professionals that needs to be addressed through research and practice. To meet these challenges, library professionals and content providers have decided to develop ‘Electronic Resource Management System’ (ERMS) for management of e-resources in a more systematic way.
1. Dr. Nihar K. Patra
University Librarian
Nalanda University, Rajgir
Email: patranihar@gmail.com
2. Introduction
From Electronic Resource to Electronic Resource
Management
Lifecycle of Electronic Resource Management
Electronic Resource Management System and its Best
Practices
Standards, Compatibility, and Best Practices for Electronic
Resource Management
Electronic Resource Management Systems: Pros and cons
3. Electronic Resources: A Bird’s-eye view
◦ Online Catalogue: Machine readable catalogue in the mid 1960
◦ Machine Readable Cataloguing: MARC, MARC 21
◦ Shared Catalogue: Ohio College Library Centre (OCLC)
◦ Online Public Access Catalogue: Ohio State University in 1975
◦ Web-based Catalogue
◦ Database
◦ Bibliographic Database
◦ CD-ROM Database
◦ Online Database
◦ Web-based databases
◦ Electronic Journals
◦ Electronic Books
◦ Institutional Repository
◦ Emerging Types of E-resources: Blogs Wikis etc
4. Evaluation of Resource Management
◦ Study made by Mr Jewell in 2001 stated that many libraries
started developing local software to manage e-resources
◦ Workshop held in May 2002 in Chicago cosponsored by
National Information Standards Organization (NISO) and
Digital Library Federation (DLF) discussed standards related
to issues of ERMS
◦ This led formation to the formation of DLFs Electronic
Resource Management Initiative (ERMI) in October 2002
5.
6. Usage Statistics
Users Feedback
Downtime Analysis
and Review Problem
Uniqueness
Problem Logs
Contact Information
Troubleshooting
Hardware Needs
Software Needs
Holdings 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
Evaluation
Authenticate 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
7. Acquisition Management
Access need / Budget: To access the requirement and then take a look at the
allotted 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
8. 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
9. 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
• Evidence Based Acquisition
• Patron-Driving Acquisition
10. Reviewing and Negotiating Licensing Agreements
• Authorized users and sites: Permits multiple users to access e-resources at
the same time from different geographical locations
• Archiving policy and perpetual access: Allow access to paid e-resources
even after termination of an agreement.
• Institutional / self archiving: Allow author and the institution to upload
their publications to IR in preprint or postprint format
• Copyright and fair use: Allow users to view, download, and print
materials. Permission for interlibrary loan, electronic course reserve,
distance education etc
• Usage statistics
• Liability for unauthorized use: Library to monitor unauthorized users
• Cost
11. Reviewing and Negotiating Licensing Agreements
• Technical Consideration
• Indemnification
• Terms of payment and termination
• Governing law: Any dispute should be settled within the
geographical limits of the institute
Ordering and paying the e-resources
12. Access Management
• Authentication & Authorization: Authenticate the authorized users
(Application Programming Interface (API) and Lightweight Directory
Access protocol (LDAP).
• OPAC Access
• Library Portal: A to Z list
• Federated Search
• Discovery Service
• Link Resolver
• Subject Index
• Browsing Lists
14. Support Management
• Problem Logs: To address logging problem with resources as well as
content provider.
• Contact Information
• Troubleshooting: A set of troubleshooting guidelines should be available
in the system.
• Hardware / Software Needs
15. Evaluation and Monitor Management
• Usage Statistics: Counting Online Usage of Networked Electronic
Resources (COUNTER) and Standardized Usage Statistics Harvesting
Initiative (SUSHI)
• Uniqueness: Comparing duplication in various formats or overlapping in
full-text resources
• Downtime Analysis and Review Problem
• Users Feedback
16. 1. Innovative Interface’ Innovative ERM
2. TDNet’ TDNet ERM Solutions
3. Ex Libris’Alma
4. OCLC’ Web-share License Manager
5. Serials Solutions’ 360 Resource Manager
6. Colorado Alliance’ Gold Rush
7. EBSCO’ ERM Essentials
8. SirsiDynix’ E-Resource Central
9. Priory Solution’ Research Monitor
10. University of Notre Dame’ CORAL
11. SemperTool’ Digital Library Suite
17. Developed in 2004
Features:
◦ Offers a content access
service
◦ Provides tools for patron
access such as spell check
◦ RSS (Really Simple
Syndication) feeds
◦ Faceted Search
◦ Ability to maintain
resources, track license, and
manage coverage data
Functions and modules
◦ Acquisitions, serials,
cataloguing, circulation and
management reports
http://www.iii.com/products/electronic_resource.shtml
18. Developed in 2000
Features:
◦ Flexibility and customization of
management and A to Z holdings
◦ Scalable in, multilevel customization and
personalization
◦ Federated searching for both internal and
external e-resources
◦ Classification-based analysis
◦ Availability of e-book manager
◦ Generate statistics on per product, per
provider, per time slot etc
Modules:
◦ Journal manager
◦ E-book manager
◦ Database manager
◦ Public display function
◦ Collection evaluation
◦ Authentication management
◦ Reporting
◦ Administration
http://web.tdnet.com/TDNet-e-Resource-Manager
19. Developed in 2012
Features:
◦ Synchronize data across
system
◦ Highlights the differentiators
of a library’s collection
◦ Advanced customization
options using open interface
◦ Deployed as a cloud-based
solution
◦ Non-MARC metadata
schemas support description
of an array of resources
Modules:
◦ Acquisition
◦ Resource Management
◦ Fulfilment
◦ Administration
http://www.exlibrisgroup.com/category/VerdeOverview
20. Features:
◦ Consolidates the management of
link resolution with the vendor,
manages subscriptions, license
and centralized acquisition
◦ Single platform to access all
library e-resources
◦ Compliant with COUNTER to
generate statistics
◦ Evaluation of trial subscription
◦ Support Ezproxy
Modules:
◦ Metadata
◦ Acquisitions
◦ Licenses
◦ Circulation
◦ Admin
◦ Help
https://oclc.org/worldshare-management-services.en.html
21. Features
• Manages all subscription, licenses, and resources
• Fully customizable knowledge base that can be customized as per the institution’s specific holdings
• A-Z Products and Resources
• Link Resolver determines the exact availability of content
• Automatically generate, compile, and store COUNTER compliant usage reports for all e-resources through the
SUSHI client.
• Discovery
• Generate a range of reports for a complete overview of licensing and expenditure
Functions and Modules
• Products
• Providers
• Resources
• Publishers
• Subjects
• Organizations
• Reports
• Users
• Setup
http://www.sempertool.dk/services
22. Developed in 2010
Features:
◦ Manage entire e-resources
workflow
◦ Record license
◦ Track organizations: Store and
manage name, contacts and
account information of
publishers, vendors etc
◦ Report usage
Modules:
◦ Resource
◦ Licensing
◦ Organizations
◦ Usage
◦ Management
https://erm.library.nd.edu/
23. Developed in 2005
Features:
◦ Cloud-based Knowledge base
management
◦ Integrated with Discovery Service, A to Z
list, Link Resolver
◦ 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
Functions and Modules:
◦ Holdings
◦ Bibliographic metadata
◦ Cost data
◦ Acquisition Information
◦ Licensing Information
http://www.proquest.com/products-services/360-Resource-Manager.html
24. Developed in 2001
Features:
◦ Can be integrated within any library
system and included within a library
website
◦ Subscriptions Module
◦ OpenURL link resolution provides
seamless access to e-resources
starting from library catalogues and
other direct links to the article
◦ A-Z list
Functions and Modules:
◦ Holdings
◦ Subscriptions
◦ Cataloguing
◦ Reports
◦ Settings
https://www.coalliance.org/software/gold-rush
25. Developed in 2010
Features:
◦ Manage e-journals and e-package
with single-point access
◦ Facilitates the management of e-
resources development decision
through trials, evaluations, licensing
agreement, orders, and renewals.
◦ Streamlines e-resource management
process by setting status, creating
reminders, and assigning tasks
Modules:
◦ My collection
◦ Renewal
◦ Upload
◦ Reminders
◦ Tasks
◦ Options
◦ Reports
http://journals.ebsco.com/products-services/ebsconet-erm-essentials
26. 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
http://www.sirsidynix.com/products/eresource-central
27. 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
34. 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
35. 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…
36. 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.
37. University of California, USA: Alma
California Institute of Technology, USA: CORAL
University of Chicago, USA: Access database and SFX
for link resolver
Imperial College London, UK: Alma
National University of Singapore, Singapore: Sierra
from Innovative Interface
University of Washington, USA: Alma
University of Hong Kong, Hong Kong: Alma
Cambridge University, UK: Alma
North Carolina State University, USA: CORAL