1. ERMs and the E-Resource Life-Cycle Gestione delle risorse elettroniche: l'offerta del mercato e la situazione italiana. Un'analisi sugli ERMS Rome, March 27,2009 Oliver Pesch EBSCO Information Services opesch@ebsco.com

2. Background of ERMs 2001 publication of Selection and Presentation of Commercially Available Electronic Resources: Issues and Practices by Timothy Jewell highlights the problems with managing e-resourcesSelection and Presentation of Commercially Available Electronic Resources: Issues and Practices 2002 E-Resource Management Initiative (ERMI) formed to allow librarians to collaborate with vendors for commercial solutions 2004 ERMI report published with functional specification for ERM systemsERMI report 2004 first commercial ERM introduced

3. Provide Support Evaluate Monitor Trial use Assess need/budget License terms Administer E-resource life cycle Libraries Order Pay Price Evaluate Provide Access Acquire

4. Provide Support Evaluate Monitor IP addresses Register Proxy servers Administer Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire E-resource life cycle Libraries

5. Claiming User IDs Admin module information Provide Support Evaluate Monitor Preferences (store) URL Maintenance Access restrictions View rights for use Administer Provide Access Acquire Holdings lists E-resource life cycle Libraries

6. Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Administer Provide Access Acquire E-resource life cycle Libraries

7. Provide Support Evaluate Monitor Problem log Usage stats Downtime analysis Review problems User feedback Administer Provide Access Acquire E-resource life cycle Libraries

8. Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolver Holdings lists Provide Access Acquire E-resource life cycle Libraries

9. Catalogue Claiming Assess need/budget Order Pay Evaluate Claiming Assess need/budget Order Pay Evaluate User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Trial use License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolvers Holdings lists Provide Access Acquire E-resource life cycle New processes User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Trial use License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolver Holdings lists New Existing Administer Provide Support

10. Deliverables/Outcomes from ERMI Deliverables Report Functional specifications Entity Diagram Data Dictionary Outcomes Creation of a blueprint for an ERM system The foundation of virtually all commercial ERMs Innovative Interfaces Inc. (ERM) Ex Libris (Verde) Serials Solutions (360 E- Resource Manager) EBSCO (ERM Essentials)

11. Common attributes of ERM Influenced by the ERMI specifications Act as a container for information needed to manage e- resources Come with a “global” knowledge base to simplify management of collections Facilitate end user access through an A-to-Z list and link resolver Provide tools to help manage workflows Allow vendor usage reports to be tracked and consolidated Provide reporting and analysis tools

12. Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire ERM Systems Features User IDs Admin module information Preferences (store) Access restrictions View rights for use Hardware needs Software needs Contact info Troubleshoot/ triage User feedback License terms Price IP addresses Register Proxy servers Holdings lists Manage Tracking One place to store information

13. Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire ERM Systems Features User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Hardware needs Software needs Contact info Troubleshoot/ triage User feedback License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolvers Holdings lists Manage Tracking One place to store information A single knowledge base for access tools One place to store information A single knowledge base for access tools

14. Catalogue Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire ERM Systems Features User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Hardware needs Software needs Contact info Troubleshoot/ triage User feedback Trial use License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolvers Holdings lists Manage Tracking One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc. One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc.

15. Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire ERM Systems Features User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Downtime analysis Review problems User feedback Trial use License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolvers Holdings lists Manage Tracking One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc. Problem logging One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc. Problem logging

16. Claiming User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Provide Support Evaluate Monitor Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Administer Trial use Assess need/budget License terms Order Pay Price Evaluate IP addresses Register Proxy servers Catalogue A-to-Z lists Link resolvers Holdings lists Provide Access Acquire ERM Systems Features User IDs Admin module information Preferences (store) URL Maintenance Access restrictions View rights for use Problem log Hardware needs Software needs Contact info Troubleshoot/ triage Usage stats Downtime analysis Review problems User feedback Trial use License terms Price IP addresses Register Proxy servers A-to-Z lists Link resolvers Holdings lists Manage Tracking One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc. Problem logging Usage consolidation & reporting One place to store information A single knowledge base for access tools Workflows for trials, renewals, etc. Problem logging Usage consolidation & reporting

17. Challenges Remain Data required to manage e-resources is complex Locating the data is difficult The amount of information is immense making input a challenge (ERMI defined over 300 fields) Keeping that information up-to-date is also a challenge

18. Standards and other initiatives to solve remaining problems E-Resource Management Initiative – 2 (ERMI-2) Cost Of Resource Exchange (CORE) ONIX for Publication License (ONIX-PL) Better integration with the supply chain Simplification of processes

19. References CORE http://www.niso.org/workrooms/corehttp://www.niso.org/workrooms/core Electronic Resource Management Initiative (ERMI-2), http://www.diglib.org/standards/dlf-erm02.htm http://www.diglib.org/standards/dlf-erm02.htm ONIX-PL Working Group (http://www.niso.org/workrooms/onixpl)http://www.niso.org/workrooms/onixpl Selection and Presentation of Commercially Available Electronic Resources: Issues and Practices, Timothy Jewell, CLIR Report, 2001, http://www.clir.org/pubs/reports/pub99/pub99.pdf) http://www.clir.org/pubs/reports/pub99/pub99.pdf Thank you