1. Making the Connections An E-Matrix for Managing Resources in the Dis-integrated Library System David Goldsmith and Greg Raschke, NCSU Libraries ACRL, April 9, 2005

2. Making the Connections: Outline Definition and Introduction of E-Matrix Why Build an ERM? Why Develop E-Matrix? Major E-Matrix Objectives Future Directions

3. Why Build an ERM? Growing serial & e-resource management problem Volume growth of e-collections Growing expenditure Increasing importance and use Varied subscription models and packages Constantly changing business models Lack of automated management tools

4. Words of Praise for ILS Handles certain functions well MARC and Integrated Library Systems were both huge leaps forward Enabled groundbreaking progress BUT…

5. Dis-integrated Library System websites (856) e-books e-journals databases alpha list of databases subject list of databases e-journal finder Serials Solutions TDNet web subject guides Licensing Files ILL Files Collection Management Files Helpdesk Files Statistical Files institutional repository Authentication & Authorization Custom Portals alert services SFX evaluative data course pages

6. Why Build an ERM?, cont. “The card catalogs in large libraries are a barrier to the use of the library.” – Michael Gorman “Most integrated library systems, as they are currently configured and used, should be removed from public view.” – Roy Tennant

7. Why Build E-matrix? Serial and E-Resource Discovery Problem “ Our library users cannot yet come to the library’s Web site with a citation in hand and easily find the full text, even when it is available there.” – Kristin Antelman

10. TitleFormatAvailable Location Applied PhysicsElectronic1931 to presentURL Print1937 to presentQC1.P66, 6 th floor stacks View full bound volume information View full record

11. Why Build E-matrix?, cont. Overall philosophy

12. Value Added Features Integration with existing data stores Direct faculty input and ranking Serials integrated – simplified holdings Complex bundle relationships Localized evaluative data and usage reports Local subjects and metadata

13. E-Matrix objectives manage electronic and print serial subscriptions, other e-resources, support licensing; local control support resource selection, allocation, and evaluation; manage and use faculty- provided data; integrated data reports Acquisitions Collection Management Discovery and display enhance access points; improve user displays; leverage local metadata; access at the work level

14. Acquisitions 19% of total collections budget spent on electronic resources 28% of serials budget on e-resources Still in a bi-model mode for many titles and divergent workflow is costly

15. Licensing Systematically tracking terms and conditions of materials Digital Rights Management (DRM) will govern use over fair use rights Breach control will increase as vendor monitoring methods become more sophisticated

18. Workflow Focus on single point of description for all resources Making choices about where to invest the time on processing Contextualized subject analysis w/in tech services Finishing the deal

19. Collection Evaluation/Cost Analysis

21. Future Directions Emerging standards New resources and controls Vendors and libraries? New resource discovery environment

22. SJERM/ E-Matrix ILS Knowledge Bases Metasearch/ Ref. Linking Journal/DB Finder Web Portal Course/Pers. Pages Subject Pages XML Indexing/ Faceted Search Repositories Licensed/ Owned E-content Print Collections