E-Resource Management Systems and Standards: An Invitation to Work in Progress NISO/DLF Workshop on Standards for Electronic Resource Management May 10,

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Presentation transcript:

E-Resource Management Systems and Standards: An Invitation to Work in Progress NISO/DLF Workshop on Standards for Electronic Resource Management May 10, 2002 Tim Jewell UW Libraries Collection Management Services

Goals  Describe e-resource system functions and data elements  Begin to answer question: Are standards in this area practical and achievable?  If so,  what functions and elements should be included?  how can they be developed beyond the work done so far?

Broad Context  Demand for “24x7” access high  “Google-ization”  E-resource budget shares continue to grow (mostly digital environment in 5 years?)  E-resources are complex  To describe  To fund and acquire  To support and manage

Trends in Local Practice  Wide staff involvement in selection & support  Tracking and presenting licensing terms  Establishment of escalation/ triage paths  Provision of user support information  Integration of instructional information  24 x 7 reference  Planned/cyclic product reviews prior to renewal  Systematic reporting of usage to staff  Development of e-resource support systems

E-resource Management Systems and Initiatives  California Digital Library  Colorado Alliance (Gold Rush)  Griffith University (Australia)  Harvard  Johns Hopkins (HERMES)  MIT (VERA)  Michigan  Minnesota  Notre Dame  Penn State (ERLIC)  Stanford  Texas (License Tracker)  UCLA  Virginia  Yale

E-resource Management Demos  MIT (VERA) MIT  Penn State (ERLIC) Penn State  Yale Yale  Texas (License Tracker) Texas  Johns Hopkins (HERMES) Johns Hopkins  UCLA  Colorado Alliance (Gold Rush)Gold Rush

Evolution of the “E-resource Metadata Project”  Meeting presentations and discussions  ALCTS Big Heads (Midwinter and Annual 2001)  DLF Spring Forum, 2001  Metadata Group Meeting, Midwinter 2002  “Web Hub” ( Hub  Listserv  System Comparison Spreadsheet  Local project documents

Metadata Project Goals  Support license compliance  Facilitate ongoing management and support of e-resources  Interoperate with local systems and requirements  Flexibility/adaptability to changing technologies  Minimize data entry redundancy

Metadata Project: areas not yet addressed  Financial/transaction details  Consortial relationships  Selection and licensing process

Metadata Project Plan  Develop and Register XML schema  Functions  Data Elements  Definitions  Structures  Consider relationships to other standards and schemas

Do Standards Make Sense? Advantages  Jump start local development (prevent “reinventing the wheel”)  Data sharing(“OCLC cataloging model”)  Libraries  Serials vendors and service companies  Publishers  Future portability  Focus vendor attention

Do Standards Make Sense? Challenges  Too early? (needs may change)  Inhibit innovation?  Can a useful but flexible and extensible standard be defined?  Loss of competitive advantage?  Accelerate negative licensing practices?  Fair use-hostile license models  UCITA

Pragmatic Problems and Issues  IOLS vendors may provide “modules” in time, but libraries feel urgent need for short-term fixes  Previous/ongoing investments in systems  Major changes to longstanding record- keeping practices probably undesirable  Multiple data streams need to be brought together

Collection A E-version Publication Collection B E-version Publication P-title License Transaction Access/Admin. License Transaction Access/Admin.

Collection Selection Library/Purchaser Roles Provider/Seller Roles License Transaction Access/Admin. Licensor Vendor Provider Licensee Purchaser

Description Collection Level Title Publisher “Etc.” Title Level Title ISSN Date Coverage Embargo Period? Completeness Format “Etc.”

License Terms Authorized Users Permitted Uses ILL E-Reserves Course Packs Notify users of terms? Enforcement requirements Cancellation restrictions Law and Venue “Etc.”

Transaction Details Price Payment Date Renewal Date Internal Budgeting Details Fund A Fund B Fund C

Access and Administration URLS IP ranges Passwords Access Administration Usage Statistics Technical Contacts Trouble History