Consortia & ERM A Vision for Serials Solutions ERMS Cristina Blanca-Sancho Serials Solutions Strategic Marketing Manager 8th European meeting of the ICOLC, Rome

Why Serials Solutions? Serials Solutions already works with a majority of library consortia, creating an easier path to data sharing among members

Serials Solutions & SCELC Recently closed ERMS deal with State-wide California Electronic Library Consortium (SCELC) SCELC office manages resources using ERMS on behalf of all 93 member libraries, giving them the ability to: –Share licenses and terms of use –Manage resource vendor contacts –Automatically inform libraries about trials, purchases and other resource status changes with ERMS alerts

Overview of Consortia ERMS Vision In the Serials Solutions “Software as a Service (SaaS) model, true consortia management is possible: –All data resides in the same knowledge base, so data about resources can be easily shared –User accounts all reside in the same application, using group permissions to determine access and control –Patron facing applications are tied directly to data at the individual library level, giving each library control over the user interface

Current Data Model Serials Solutions Knowledge Base

Consortia Data Model

All resources managed from single interface

Example consortia license using ERMS 1.0 Add a license

Example consortia license using ERMS 1.0 Track libraries which have particular resources

ERMS features & benefits for Consortia License Manager Contact Manager Subscription Metadata Alerts Vendor Stats Notes Manager Terms of Use

Integration with local systems Current MARC records updating service integrates ERMS directly with library catalogue Data can be exported in CSV, XML, & SOH XML API available Future Direct integration with ILS –First phase: linking –Second phase: sharing of financial data

Example ILS integration: SirsiDynix

Future Goals Consortia resources maintained at consortia level rather than by each library Member libraries will automatically have resources available with full license details without re-keying data Individual libraries can customize resources to fit local needs (proxies, subjects, coverage dates, etc.) Consortia communication needs are met using group alerts and notes

Development Road Map Group membership and account management Resource inheritance and combined data management Licenses and contacts data inheritance Notes and alerts group management Vendor stats by group

Questions and comments to: Cristina Blanca-Sancho