Libraries have been evolving their methods and approaches to managing the increasing range and number of electronic collections; however, much of the technology that has been developed to support this evolution involves the use of closed, disparate systems that each supports a single aspect of electronic resource management. At this session, OCLC staff and experts from member libraries will look at specific challenges of the e-resource management life cycle and share their perspectives about the opportunities to simplify and streamline processes at each step of the workflowselect, acquire, describe, discover, access and renew. Particular focus will be given to the potential for libraries (and providers) to share data, tools and processes within OCLC's suite of WorldShare applications. These include: working with publishers to provide comprehensive, timely, good quality, reusable metadata to drive the discovery and usage of electronic resources; providing APIs that foster the development of functional enhancements that benefit everyone; working with a range of partners to embed metadata about, and drive discovery of, library collections in the sites and tools where users start their search. OCLC is a worldwide cooperative of more than 16,000 libraries, archives and museums, working with members to provide a range of cloud-based, cooperative services that manage the complete library management life cycleOCLC WorldShare. OCLC's unique community-led approach to cataloging has resulted in widespread acknowledgment of the richness and accuracy of libraries' metadata. We are now applying this approach to the description, management and discovery of electronic resources. By offering applications that address acquisitions, link resolution, authentication, license management, discovery, metadata synchronization and analyticson an open, shared platformOCLC is working with libraries to share the work of managing and delivering licensed resources with services that streamline and automate critical functions at every step of the library's workflow. Presenters: Maria Collins Head, Acquisitions and Discovery, North Carolina State University Rene Erlandson Director of Virtual Services, University of Nebraska Omaha Jill Fluvog Director of eSolutions, OCLC Dawn Hale Head of Technical Services, Johns Hopkins University Andrew Pace Executive Director for Networked Library Services, OCLC

1. NASIG Conference May 2, 2014
MeetingtheE-ResourcesChallenge
throughCollaboration
AnOCLCperspective oneffective
management,accessanddelivery of
electroniccollections
Maria Collins, North Carolina State University
Dawn Hale, Johns Hopkins University
Rene Erlandson, University of Nebraska Omaha
Andrew K. Pace, OCLC
Jill Fluvog, OCLC

2. The challenge of
“e”

3. The world’s libraries. Connected.
By 2020, it’s predicted that
80%
of academic library expenditures
will be on e-resources.
0%
20%
40%
60%
80%
100%

4. The world’s libraries. Connected.
Yet, alarmingly…
94%
of librarians still rely on
spreadsheets
for electronic resource
management.
0%
20%
40%
60%
80%
100%

5. Maria Collins
Are we there yet? Challenges of ERM (a journey)
Dawn Hale
Managing E-Resources: Lifecycle Challenges & Potential
Andrew Pace
Purpose-driven Electronic Resource Management
Rene Erlandson
WMS Reality Check
Agenda
The problem, the promise, the role of collaboration

6. • Research and reports
• Short-term advisory groups for service
introductions
• Generally 1:1 Publisher Relations team
• Content Provider eQuality group
• Electronic Resources Advisory Council (3 years)
Collaboration and the Cooperative
“How can OCLC help?”

7. The world’s libraries. Connected.
Meeting the
E-Resources
Challenge
An OCLC Report
Download a copy of the report at:
oc.lc/e-resources

8. Provide services that are:
• Shaped
• Informed
• “built”
• and improved by the efforts of global
community.
Cooperation + collaboration = Acceleration!
Collaboration and the Cooperative
“How can OCLC help?”

9. Are we there yet? Challenges of
ERM (a journey)
Maria Collins
Head of Acquisitions & Discovery
North Carolina State University

10. ERM: A long and winding path

11. Challenge: Mainstreaming ERM
• ERM as core
• Why this is a good
idea?
• The costs of
exceptional
workflows
• Potential roadblocks

12. Challenge: Creating workflow-centric design
• What are workflow-centered processes?
• How do we get there?
• Why is this approach useful?
• Potential barriers

13. Challenge: Achieving Scale
• Understanding how
siloed systems and
processes don’t scale
• Problems and
examples
• Shift to global
• Supporting
community-driven
efforts (GOKb, OCLC’s
WorldCat KB)

14. Challenge: Doing more with less
• Why automation has
to happen?
• Why is this difficult?
• Don’t look back!
• Benefits and changes

15. Challenge: Supporting Local
• Managing increased
expectations while
streamlining processes
• Balancing tensions and
resources
• Seeking flexible
systems that can
provide local support

16. Challenge: Living with Siloed ERMS
• Growing what is ready;
making do with the rest
• Contributing to the
conversation
• The costs of ERM
without integrated
solutions

17. Challenge: Industry Readiness
Importance of
collaborative
conversations
and collective
action.

18. Strategies for getting down the road
• New directions to help
with the journey
• Global community
investment
• Iterative design;
workflow focus
• Support for automation
• Support for
collaboration

19. ARE WE THERE YET? ALMOST….

20. NASIG May 2, 2014
Dawn Hale
Head of Technical Services
Johns Hopkins University
Managing E-Resources: Lifecycle
Challenges & Potentials

21. 10 years later
A walk in the park The challenges

22. Evolution in tools for managing
e-resources
• Spreadsheets, locally-developed systems, ILS
• Standalone disparate systems - Link resolver,
ERM, proxy, ILS, discovery tool(s), use statistics
• Webscale systems

23. Streamlining opportunities
• Selection & evaluation of content
• Backend management & integration with book
jobber, subscription agent
• Discovery

24. E-management challenges
• Retaining perpetual access rights when
resources move from vendor to vendor
• Local workflow management & internal
communication
• Problem tracking separate

25. Increased publishing output
• Self publishing
• Content aggregation
• Consortial purchasing
• Shared collections

26. Business models exploit potential of
network technology
• Demand Driven Acquisitions (variety of
models)
• Models incorporating use, value, market

27. Managing the transition
to open access
• Subsidize author APC
charges
• Negotiate/manage
hybrid open access
agreements
• Enhance open access
metadata to facilitate
discovery

28. Discovery challenges
•Content harvested in mega-index
•Non-inclusion of publisher metadata in indexes
•Uneven quality & timely distribution of vendor
metadata
•Proprietary formats & protocols for data
exchange
• Default ranking and returning of search results

29. Collective challenges
• Budgets constraints
• Increased
scale/number of e-
resources
• User expectations:
“instant” access

30. • Collective problems require collective action
in developing solutions
STANDARDS/ BEST
PRACTICES
Link resolvers Open URL, IOTA
KB metadata exchange KBART
Use Counter, SUSHI Cost: CORE
License terms Onix PL, SERU
Works DOI, ISSN, ISBN, ISTC
Carriers:
Presentation: PIEJ
Transfer of Code
Practice
MARC, XML-ONIX
Data Exchange Institutions Identifiers
WorldCat Registry
Shibboleth
ISNI
Discovery Open Discovery
Initiative

31. Ongoing success
Ability to transition from
institution-centric to
user-centric networked
world
based on dynamic
exchange of data
between publishers,
vendors, libraries
to connect our users
with electronic content.

32. The world’s libraries. Connected.
THE E-RESOURCE MANAGEMENT WORKFLOW
Andrew K. Pace
Executive Director
Networked Library Services, OCLC

33. Electronic Resource Management: A Brief History
My first ERM
Pros:
• Sturdy
• Fire-proof
Cons:
• No network capability
• Not very scalable

34. Electronic Resource Management: A Brief History
My second ERM
Pros:
• Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)
• Capable of learning/adapting to new scenarios
Cons:
• 10s of thousands of dollars per year to maintain
• Shuts down completely in sleep mode for 7-8 hours per night

35. Electronic Resource Management: A Brief History
My third ERM
Pros:
• Built for purpose
• Manages massive complexity
Cons:
• Built for purpose
• Manages massive complexity

36. Electronic Resource Management: A Brief History
My last ERM
Pros:
• Sturdy
• Fire-proof
Cons:
• No network capability
• Not very scalable
Pros:
• Intelligent query interpretation logic and reasoning (uses fuzzy logic technology)
• Capable of learning/adapting to new scenarios
Cons:
• 10s of thousands of dollars per year to maintain
• Shuts down completely in sleep mode for 7-8 hours per night
Pros:
• Built for purpose
• Manages massive complexity
Cons:
• Built for purpose
• Manages massive complexity
• Built for utility
• One knowledge base:
SELECT, ACQUIRE,
DESCRIBE, DISCOVER,
ACCESS, RENEW
• Offers Discovery and
Access components by
default
• Fits library workflows
• Purpose Driven
Pros:
• End-to-end e-resource/Serial management (management, discovery, and
delivery)
• Leverages aggregated data—bibliographic, vendor, access, license
• Completely cloud-based (like the content it manages)
Cons:
• None found yet

37. Ask yourself
• Is my solution:
– Technology driven?
– Standards driven?
– Current workflow driven?
– Library problem driven?

38. Then remember….
“Just because yours is
better than everyone
else’s doesn’t mean it’s
any good.”

39. Intelligent workflows
Connected toaglobal datanetwork
Poweredbylibrarycooperation

40. eWorkflows, eManagement, eDiscovery, eAccess, eSharing
• Knowledge base management
• Link resolver, Citation Finder (journals, databases, ebooks)
• A-Z lists (journals, databases, ebooks)
• eArticle Delivery
• eBook Demand Driven Acquisitions
• Local system record delivery and upkeep
• Syndication of eHoldings to 3rd party providers
• eResource Management: subscriptions, licenses, rights, vendors
• Workflow: trials and negotiations
• Identity Management
• Access: local and remote access administration
• eAnalytics / Usage
EVERY library is using 0-12 applications to do all of the following
Intelligent workflows

41. eWorkflows, eManagement, eDiscovery, eAccess, eSharing
• Knowledge base management
• Link resolver, Citation Finder (journals, databases, ebooks)
• A-Z lists (journals, databases, ebooks)
• eArticle Delivery
• eBook Demand Driven Acquisitions
• Local system record delivery and upkeep
• Syndication of eHoldings to 3rd party providers
• eResource Management: subscriptions, licenses, rights, vendors
• Workflow: trials and negotiations
• Identity Management
• Access: local and remote access administration
• eAnalytics / Usage
Intelligent workflows
SELECTION, ACQUISITION, DESCRIPTION,
DISCOVERY, ACCESS, RENEWAL
Together again, for the first time.

42. Intelligent workflows

43. Intelligent workflows

44. Intelligent workflows

45. Intelligent workflows

46. Intelligent workflows

47. Intelligent workflows

48. Intelligent workflows

49. Intelligent workflows

50. Intelligent workflows

51. Intelligent workflows

52. Intelligent workflows

53. Intelligent workflows

54. Intelligent workflows

55. WorldCat
Global Data Network
Bibliographic
(E/P/D)
Holdings
(E/P/D)
Article citation
and full-text
Central Index
Vendor
Data
Authorities
E-Collections
E-Licenses
Works
Acquisitions
Circulation
ILL
EZproxy
License Manager
Collection Manager
Record Manager
Analytics
Cloud-based Applications
Connected toaglobal datanetwork

56. Content Partners
Connected toaglobal datanetwork

57. Consumer Services
Connected toaglobal datanetwork

58. Connected toaglobal datanetwork

59. There are nearly 1,300 libraries using the
WorldCat knowledge base in some way.
Over 360 million holdings for e-books and e-
journals managed in the KB.
Poweredbylibrarycooperation

60. knowledge
base
5,600 + providers
1. Member libraries approve/deny changes before they are made.
Phase 1
Knowledge Base Cooperative Data Management
Poweredbylibrarycooperation

61. See changes to global KB collections before they are applied
Poweredbylibrarycooperation

62. knowledge
base
5,600 + providers
2. Members can make changes to existing knowledge base records
Knowledge Base Cooperative Data Management
Phase 2
Poweredbylibrarycooperation

63. 5,600 + providers
3. Members can add new records and new collections.
knowledge
base
Phase 3
Knowledge Base Cooperative Data Management
Poweredbylibrarycooperation

64. Intelligent workflows
Connected toaglobal datanetwork
Poweredbylibrarycooperation
Applications come and go, but we must build them around solving library problems,
not just around standards, new technologies, and dated workflows.
In conclusion….
OCLC member libraries, OCLC itself, and OCLC’s 3rd party partners comprise the
largest supplier of library data. We will continue to deepen those data relationships.
A rising tide floats all boats
The most successful strategy for libraries is fueled by the ethos of cooperation that
distinguishes both our profession and the services offered by OCLC.

65. Rene
Erlandson
University of
Nebraska
Omaha

66. University of Nebraska Omaha
• Metropolitan University
• 15,000+ Students
• Criss & UNO-Kaneko
Libraries
• 1.5M eresource titles

67. • ILS
• DISCOVERY
• ERM
• Link Resolver
• A-Z List
• Remote Access
Authentication
Local, Local, Local

68. WMS @
UNO
• Meta Data/Bib
Data
• Acquisitions
Management
• Administrative
Management
• License
Management

69. Advantages of eResource MGT in WMS
• Unified Service platform
• Acquisitions/Administration/Licen
se Mgt
• Select/Activate Discovery Access
Immediately
• No more manual coverage & MARC
record loads
• Community participation in data
quality assurance & maintenance

70. • Usage Stats Dashboard
• Ability to gather & embed usage data &
link to cost data element
• Linked access to eResource data elements
within platform
• Metadata separate tab
• License record separate tab
• Order info separate tab
• Customizable Reports
Wish-list

71. Discussion

72. • Report – http://oc.lc/e-resources
• Article by Maria Collins and Jill Grogg:
Building a Better ERMS. Library Journal 136, no. 4 (March 1, 2011): 22-28.
Available at: http://www.libraryjournal.com/lj/ljinprintspecialty/889092-
480/building_a_better_erms.html.csp
[NISO white paper] At ERMS Length:
Evaluating Electronic Resource Management Systems
http://oc.lc/CollinsArticle
• SlideShare posting of this PPT
• Paper based on the session
Resources

73. Explore. Share. Magnify.
Maria Collins
maria_collins@ncsu.edu
Dawn Hale
dhale@jhu.edu
Rene Erlandson
rerlandson@unomaha.edu
Andrew Pace
pacea@oclc.org
Jill Fluvog
fluvogj@oclc.org
Thank you!