Electronic Resource management (ERM): Progressive trends

1. Dr. Nihar K. Patra
Deputy Librarian (In-charge)
National Institute of Food Technology, Entrepreneurship and Management (NIFTEM)
MoFPI, Govt. of India, Kundli
Email: patranihar@gmail.com

2.  State-of-the-art NIFTEM Knowledge Centre
– a multi-level five storey 5474.29 Sqmt is
housed in aesthetically designed boat shaped
signature building of the NIFTEM campus.
 Monday to Sunday: 9.00 AM to 10.00PM and
 Before 15 days of exam and during exam:
9.00 AM to 12.00 midnight.
NKC Timings
Introduction: NIFTEM Knowledge Centre

3.  NKC automated through VTLS-Virtua
 Web-OPAC
 Discovery Service
 Implemented 3M’s EM-RFID
for self issue/return facility security system
 Single Sing-on
 Web-based information services through NKC
portal
 Teaching Lab
 Digital Library
 Public Announcement System
 WiFi
 CCTV
 Smoke Detector
 Drinking Water Facilities for Users
 Washroom for M/F & Handicap for each floor
Latest Technology and Infrastructure @ NKC
24*7 Access of NKC web OPAC from
anywhere http://nkc.niftem.ac.in:8080
InfrastructureLatest Technology
Digital Library

4. Electronic CD
Holder
Information
KOISK
Self Issue/
Return System

5. Discovery
Service
for Single
Search
Web
OPAC
Institutional
Repositories
Teaching
Lab
Digital
Library

6.  Research and Reference Service
 NKC News Alert Service on
Food Processing Sectors
 Newspapers Clippings Service
 Database Access & Retrieval
 Resource Sharing and
Networking
 Unused Book Display
 Technical Demonstration
 User Education etc.
NKC Services

7.  Village Adoption Programme:
Adopted 34 villages in 19 States
across India
 Food Processing Information
Portal

10. NIFTEM Resources Govt. Organizations and
Resources
Education Related Links Information for Farmers Contact Details of
Different Sectors
FOOD PROCESSING INFORMATION PORTAL
Status Papers
NKC News Alerts
on Food
Processing
Sectors
Resources Map
Research / study reports
Rules / Regulations Bills /
Policy / Act etc.
Annual Reports
Institutions /
organizations
Govt. Scheme / Subsidies
for Food Processing Sector
Banks Loans Equipments
Institutions/organization
on Food Technology
Open Source e-journals /
Magazines
Fellowships / Schemes
Video Clips and Success
Stories
Locate warehouse and
Cold Storage
Booklets on different
food processing
products
How to become an
entrepreneur
Companies
Food Parks
Equipment
Manufactures
Suppliers

11.  Electronic Resources
◦ Range of e-resources available to libraries from
1960’s to the early 2000’s.
 Electronic Resource Management
◦ Evolution
 Electronic Resource Management Systems
◦ Vendor Systems
◦ Open-Source ERMSs
◦ Homegrown ERMSs

12. Usage Statistics
Users Feedback
Downtime Analysis
and Review Problem
Uniqueness
Problem Logs
Contact Information
Troubleshooting
Hardware Needs
Software Needs
Holdings Lists
User/Admin IDs Password
Access Restriction
Admin Module Information
URL Maintenance
Claiming
Authentication & Authorization
OPAC Access
Library Portal: A to Z
list
Federated Search
Discovery Service
Link Resolver
Life Cycle
of
E-resources
Management
Acquisition
Management
Access
Management
Administration
Management
Support
Management
Evaluation and
Monitor
Management
Selection
Trial Use
Evaluation
Authenticate Bibliographic
information of the e-resources
Price Negotiation
Reviewing and Negotiating Licensing
Agreements
Ordering and paying the e-
resources
Access need / Budget
Subject Index
Browsing Lists

13.  Acquisition Management
 Access need / Budget
 Selection
 Recommendation
 Trail offer
 Demonstration from publishers/vendors
 User recommendation
 Discussion lists
 Peer Library website
 Publisher’s catalogue
 From other Library of similar nature
 Colleagues suggestions
 Trial Use
 Consistency / Uniformity
 Functionality

14.  Evaluation
 Content
 Updates
 Quality – reputation of publisher as well as
intellectual level
 Indexing Up-gradation
 Authority – scholarly or not
 Accessibility
 Cost factor
 Technical support
 Licensing agreement
 Authenticate Bibliographic information of the e-
resources
 Verify coverage, content provider of the product,
frequency of updates and cost

15.  Price Negotiation
 Product type: aggregator/full text database
 Product available through yearly subscription,
one-time purchase or multi-year deals with
fixed price caps
 Rental models
 Print + electronic deal
 Institution size
 Number of uses
 Price of consortia deal
 Price for journal package deal
 Patron-Driving Acquisition

16.  Reviewing and Negotiating Licensing Agreements
 Authorized users and sites
 Archiving policy and perpetual access
 Institutional / self archiving
 Copyright and fair use
 Usage statistics
 Liability for unauthorized use
 Cost
 Technical consideration
 Suppleness and improvement
 Indemnification
 Terms of payment and termination
 Governing law
 Ordering and paying the e-resources

17.  Access Management
 Authentication & Authorization
 OPAC Access
 Library Portal: A to Z list
 Federated Search
 Discovery Service
 Link Resolver
 Subject Index
 Browsing Lists

18.  Administration Management
 Holdings Lists
 User/Admin IDs Password
 Access Restriction
 Admin Module Information
 URL Maintenance
 Claiming
 Support Management
 Software Needs
 Hardware Needs
 Troubleshooting
 Contact Information
 Problem Logs
 Evaluation and Monitor Management
 Uniqueness
 Downtime Analysis and Review Problem
 Users Feedback
 Usage Statistics

19. 1. EBSCO’ ERM Essentials
2. Ex Libris’ Verde
3. Innovative Interface’ Innovative ERM
4. Serials Solutions’ 360 Resource Manager
5. TDNet’ TDNet ERM Solutions
6. Colorado Alliance’ Gold Rush
7. SirsiDynix’ E-Resource Central
8. Priory Solution’ Research Monitor
9. University of Notre Dame’ CORAL
10. Simon Fraser University Library’ CUFTS
11. University of Wisconsin-La Crosse’ ERMes
12. SemperTool’ Resource Management System - RMS
13. OCLC’ Web-share License Manager
14. MIT’ VERA
15. HARRASSOWITZ’ HERMIS
16. The Johns Hopkins University’ HERMES

20.  Developed in 2010
 Features:
◦ Knowledge base
◦ A-Z list
◦ Link resolver
◦ Single point access
◦ Report functionality
◦ E-resources workflow management
such as trails, evaluations, licence
management, orders and renewal
 Modules:
◦ My collection
◦ Renewal
◦ Upload
◦ Reminders
◦ Tasks
◦ Options
◦ Reports
http://journals.ebsco.com/products-services/ebsconet-erm-essentials

21.  Developed in 2004
 Features:
◦ Knowledge base
◦ Workflow functionality such as
trail, acquisition, licensing,
usage, renewal procedures
◦ Cost analysis / Cost per use
◦ A-Z list
◦ Link resolver
◦ Meta search system
◦ Integrated with OPAC
 Modules:
◦ Verde Task
◦ KB Manager
◦ KB tools
◦ Admin
http://www.exlibrisgroup.com/category/VerdeOverview

22.  Developed in 2004
 Features:
◦ Knowledge base
management
◦ Licensing & Contact
functionality
◦ Limited acquisitions
functionality
◦ RSS (Really Simple
Syndication) feeds
◦ Faceted Search
◦ Usage statistics by
SUSHI & COUNTER
◦ Link resolvers
◦ Flexible to generate
almost any reports
http://www.iii.com/products/sierra/eresource-management

23.  Developed in 2005
 Features:
◦ Cloud-based Knowledge base
management
◦ A to Z list
◦ Fewer customization options for
libraries
◦ Single search interface
◦ Overlap analysis
◦ Administrative information & tracking
◦ License module with templates
◦ Budget tracking and fund accounting
information
◦ Generate several type of reports
◦ Usage statistics by COUNTER
 Modules:
◦ Advanced 360 Resource Manager
Tools
◦ Assessment tools
◦ Manage your products
◦ Manage your library
http://www.proquest.com/products-services/360-Resource-Manager.html

24.  Developed in 2000
 Features:
◦ Knowledge base management
◦ Single search
◦ Current awareness features
◦ Statistics and analysis
◦ Collection-wide management
◦ Collection and overlapping
analysis
◦ Consistent update
 Modules:
◦ Journal manager
◦ E-book manager
◦ Database manager
◦ Administration
http://web.tdnet.com/TDNet-e-Resource-Manager

25.  Developed in 2001
 Features:
◦ Gold Rush Decision
Support (formerly Gold
Rush Reports)
◦ Subscriptions Module
◦ OpenURL link resolution
◦ A-Z list
Modules:
◦ Holdings
◦ Subscriptions
◦ Cataloguing
◦ Reports
◦ Settings
https://www.coalliance.org/software/gold-rush

26.  Developed in 2011
 Features:
◦ Provides access to all library
e-resources via a single
user interface.
◦ Managing licensing
◦ Access rights
◦ Usage report
◦ Managing electronic
content acquisition and
creation
◦ Automatically downloads
metadata for all the
contents
◦ Download resources by
providing user ID
◦ Duplication check
http://www.sirsidynix.com/products/eresource-central

27.  Developed in 2004
 Features:
◦ Usage Monitoring
◦ Password
management
◦ Client validation
◦ Cost recovery
◦ Contract
management
http://www.priorysolutions.com/ResearchMonitor

28.  Developed in 2010
 Features:
◦ Manage entire e-resources
workflow
◦ Record license
◦ Track organizations
◦ Report usage
 Modules:
◦ Acquisition
◦ Licensing
◦ Administration
◦ Support
◦ Usage
https://erm.library.nd.edu/

29.  Developed in 2009
 Features:
◦ Licensing
◦ Usage statistics
◦ Renewal notification
◦ Contacts information
◦ A-Z list
◦ Link resolver
 Modules:
◦ Local resources
◦ ERM
◦ Site setting
◦ Statistics
◦ Tools
◦ Change site
◦ Account settings
◦ Logout
http://researcher.sfu.ca/cufts

30.  Developed in 2009
 Features:
◦ Built in Microsoft Access 2007
◦ Licensing
◦ Usage statistics
◦ Renewal information
◦ Single search
◦ Contacts information
◦ A-Z list
◦ Reports
 Modules:
◦ Database / cost history
◦ Vendor stats access
◦ Alternate access
◦ Problem logs
◦ Admin website access
http://murphylibrary.uwlax.edu/erm/

31.  Features:
◦ A-Z Products and Resources
◦ Link Resolver
◦ Statistics
◦ Discovery
◦ Reports
http://www.sempertool.dk/services

32.  Features:
◦ Acquisitions
◦ Circulation
◦ Metadata
◦ Resource Sharing
◦ Discovery
◦ Analytics
◦ Licensing (optional)
◦ Support EZproxy
 Modules:
◦ Metadata
◦ Acquisitions
◦ Licenses
◦ Circulation
◦ Admin
◦ Help
https://oclc.org/worldshare-management-services.en.html

33.  Developed in 2000
 Features:
◦ Knowledge base management
◦ Search by title, subject, keyword
or provider
◦ Licensing
◦ Single search
◦ A to Z list
◦ Remote login
◦ Access restriction
◦ Link resolver
 Modules:
◦ Licensed details
◦ Licensed list
◦ Admin details
◦ Subject list
◦ Maintainer list
◦ Reports
http://owens.mit.edu/sfx_local/az/mit_all

34.  Resource Identification and Evaluation
◦ Detailed information on all periodical
◦ Notifications of changes in online availability of publications and
publisher’s e-journals policies
 License management
◦ License analysis based on library licensing requirements
◦ License negotiation with publishers on behalf of libraries
◦ Online repository for signed licenses
 Ordering and Payment, Renewals and Cancellations
 Activation of Electronic Resources
 Public Resource Discovery and Access
◦ A-Z lists, link resolvers, tables of contents service etc.
◦ Access verification
 Technical Access Management
◦ Notification of URL changes
◦ Notification to publisher of library IP changes
 Usage Tracking
◦ COUNTER statistics on publishers’ websites
http://www.harrassowitz.de/subscription_services/hermis.html

35.  Automatic notification to appropriate librarian
 Workflow management and approvals process
to support the selection, procurement, and
implementation of e-resources
 Web-based custom report generation and
administering e-resources
 Interoperable with existing and future
systems
https://jscholarship.library.jhu.edu/handle/1774.2/32801

36.  1 Access restriction
 2 Automatic notification
 3 Automatically download
metadata
 4 A-Z list
 5 Budget tracking & fund
accounting
 6 Circulation
 7 Consistent updates
 8 Contact information
 9 Cost analysis / cost per
use
 10 Current awareness
 11 Discovery
 12 Integrated with OPAC
 13 Knowledge base
 14 License module with
template
 15 Licensing
 16 Link resolver
 17 Overlap analysis
 18 Remote login
 19 Renewal information
 20 Report functionality
 21 Resource Sharing
 22 Single search
 23 Usage statistics
 24 Workflow management

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Features
Features

38.  This will be very handy tool in making right choice & decision for
selecting ERMS for efficient management of e-resources
Advantages
 Effectively manage the life cycle of e-resources starting from evaluation,
selection, and acquisition through renewal/review and cancellation
 Ability to maintain resources, track licenses, and manage coverage data
and A-Z holdings etc.
 Assistance in managing e-journals with no duplication of effort
 Easily analyze cost, usage, and licensing information
 Libraries can quickly analyze actual expenditure vs. budget
 Allows users to simultaneously search multiple databases and receive
combined results

39.  Negotiation license with content provider, evaluation of
trial subscriptions, centralized acquisition, budgeting and
ordering.
 E-mail alerts remind before the licenses are up for renewal
with a custom time period.
 Includes acquisitions information, contacts, account
information and access information.
 Access verification and technical access management
includes notification of URL changes and to publisher for
IP changes
 Facilitate A-to-Z database search, MARC record of each
title and direct to article OpenURL resolving
 Many more…

40. Disadvantages
 The digital collection such as digital images, streaming
video sound file etc. are still to dealt with
 Implementation of ERMS system leads to a huge additional
cost since most of the proprietary ERMS are costly.
 A group of professionals with their technical
skills/expertise is required for implementing ERMS
 Although most of the functions are inimitable in all ERMS
but the paramount issue i.e. basic structural features /
modules are unlike
 Integration of electronic resources in ERMS is a
mountainous job which takes longer time
 Not a single ERMS provides complete functionality of
workflow of e-resources.

41. Queries may be sent at : patranihar@gmail.com