電子資源管理系統解析 - 架構於 ERMI 之上(Verde)

王敏政王敏政

AGENDA

ERMs 定義 ERMi 的真實展現 – Verde ERM 與各相關系統交互運作

An E-Resources Management System: The Vision

“ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms”

- Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Libraries)

((Ivy Anderson is co-author of Ivy Anderson is co-author of Functional Requirements for Functional Requirements for Electronic Resource Management Electronic Resource Management published by DLFpublished by DLF))

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How Well Are You Managing Your Electronic Resources?

Renewing subscriptions in a timely manner? Tracking license terms and conditions?Managing access?Communicating with the vendor?

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Verde – ERMI 的真實展現

Experience with ERMS in Libraries

Quantitative studies about library budgets in 2000-2002 (e.g. PWC, Elsevier)

Term ERM came in use First qualitative studies in 2004 and 2005 Libraries replace first generation in-house

ERMs 2005 - First libraries to start working with

Verde

Why a New System?

e-resources are more complex in structure and processing than print resourcese-resources differ in the way libraries

DescribeAcquireManageEnable access… and support them.

So many of them!

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Basic ERM Data ElementsElement Includes data points such

as….

Descriptive Title fields, holdings, publisher, ISSN, interface, package…

Licensing Authorized users, ILL rights, archiving rights…

Financial Price, price cap, relationship to print…

Administrative and Support Administrative password, vendor contact information…

Access Authorization method

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Discovery

Trial

Selection Acquisition

AccessRenewal Review

Cancel

RenewE-Resource lifecycle

Management of Complex e-Resource Environment

Relationships Interfaces, Packages and their constituent parts Knowing which resources share the same interface,

license terms, business terms…

Information License permissions and constraints User IDs, passwords, administrative info Contacts for support and troubleshooting Cancellation restrictions, price caps, etc.

Workflows Trials Renewals/cancellations Implementing access Notifying relevant staff

What Verde Isn’t A bibliographic maintenance system A full scale acquisitions and payments system An OpenURL resolver An A-to-Z list provider A Public Access Catalog An Interlibrary Loan system A public interface

However,Verde works with all of the above supplying ERM information to those

applications

Verde works with .. Doesn’t duplicate

Acq

ALEPH

Serials

SFX MetaLib

Finance

ILL

LDAP

/AuthN.

Local

Verde Architecture

Staff interface

3rd partyapplications

OpenURL

Web Services (SOAP)

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There are 5 types of e-Products

e-Interface

e-Package

e-Constituent (e-journal, e-book)

e-Standalone

e-Print

Verde Data Structure

Vocabulary E-product: a general term for a product that is

delivered electronically. E-products include: E-interface: the interface in which the product is

delivered. Usually this is a web interface, but it can be a client or an application.

E-constituent: a single e-journal or e-book. E-constituents are often collected by the publisher and sold as part of an e-package.

E-package: One or more e-constituents that are sold as a single unit.

E-standalone: An e-product that is sold by itself, not as part of an e-package. Example: an A&I database

E-print: In Verde, a printed product that is contractually tied to an e-package or an e-constituent

Interface

Standalone Package

Constituents

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Print

Heirarchical Data Structure Based On e-Product

Hierarchy of attributes

Interface

Package

e - c o n s t i t u e n t s

Package Package

Attrib

ute

s (man

ag

em

en

t are

as)

Constituents

Interface

Package

Relationships between e-Products

Example: One Licensor, Multiple Interfaces and License Agreements

License Rider20

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EBSCOHost MasterFILE

Premier

Adolescence World Trade National Forum

EBSCO ATLA Serials

Arts Church History

1717 constituent + work records 440 constituent + work records

Mapping e-Resources to Verde Database

Mapping e-Resources to Verde Database

Journal of the American

Ceramic Society

Journal of the American

Ceramic Society

Journal of the American

Ceramic Society

EBSCOhost Art Index

Retrospective

EBSCOhost Business Source

Corporate

EBSCOhost

The Verde Knowledge Base

GlobalKnowledgeBase

LocalKnowledgeBase

Local Verde Implementation

CentralKnowledgeBase

Verde 2.0 Workflow System

Workflow Engine

(task manager)

Alerts and E-mail

Roles assigned and tasks allowed

Roles, Profiles, and Permissions

Roles: High Level functions that you are assigned (License Manager, Webmaster, Reports person). Used by Workflow Alerts to notify appropriate staff

Permissions: Specific tasks/duties that you have permission to perform (given by your administrator)

Profiles: Groups of permissions (arbitrarily) bunched together and used by administrator to save time

Workflow and task review

Verde 2.0 provides three workflows Acquisitions Licensing Renewal

Each workflow has several tasks pre-defined

All workflows and tasks can be configured by the customer

ERM 與各相關系統交互運作

ALEPH Verde SFX ALEPH SFX/MetaLib MetaLibAcquisitions link server OPAC A-Z lists Metasearch Initiation

Trial

License terms;

Acquisitions;

Cost

activate activate activate

deactivate deactivate deactivate

activate activate activate

deactivate deactivate deactivate

activate

deactivate

PO;

Invoice

cancel

renew

noyesDecision

Decision

選擇 ERM 系統的幾項建議

ERM 系統，必需要與其他系統結合使用才會有效率

ERM 系統是專門館員使用的系統 ERM 系統必須要與館內其他系統無縫隙銜接 使用符合 ERMI 所制定規範的系統，才會有不斷擴充的未來，也才能夠與世界接軌。如 COUNTER

Thank You