ERMI & ONIX

ERMI and ONIX : 

ERMI and ONIX “Thinking Outside the Box: How Developing Electronic Serial Standards Can Add Fiber to Your Library’s Diet” AALL Annual Meeting Portland, Oregon 15 July 2008

ERMI: Electronic Resource Management Initiative : 

ERMI: Electronic Resource Management Initiative Electronic resources are not like print. News Flash! notification of new product product consideration acquisition process receipt & physical processing retention, circulation, preservation product consideration and trial licensing negotiation technical evaluation business negotiation implementation processes maintenance and review notification of new product Acquisition & Management of Physical Resources Acquisition & Management of Electronic Resources

Managing Print Isn’t Easy . . . : 

Managing Print Isn’t Easy . . . . . . but we’ve been doing it for centuries. Construction of New York Public Library, 1905

E-Resources in a Traditional ILS : 

Authorized users E-Resources in a Traditional ILS Access URL (856) Title (245) Vendor (acq) Publisher (260) Renewal period (acq) Public display? (staff-only) Provider Vendor technical contact Permission to Archive Number of concurrent users Permission to ILL License reviewer License period Consortial pricing structure Citation requirements Authorized locations Perpetual Access IP registration instructions Governing jurisdiction Cure period for breach Proxy server status Z39.50 attributes Subscriber branding Troubleshooting/ incident log Product trial Indemnification by licensee Maintenance window Scholarly sharing permission

E-resource Management? : 

E-resource Management? Information to help find & use the e-resource Data to inform acquisitions & collection development action Rules about how staff and users can use the resource Nearly 50% of our collection budget goes to e-resources. Why on earth are we still administering them manually? Technical details for access, administration, and troubleshooting

ERMI: Jumpstarting System Development : 

ERMI: Jumpstarting System Development Joint NISO/DLF Pre-standardization Workshop on E-resource Management, Chicago, May 2002. DLF sponsorship of Electronic Resource Management Initiative, Fall 2002. Problem Definition Functional Requirements Workflow Diagram Entity Relationship Diagram Data Element Dictionary Data Structure XML Investigation Published August 2004

Vendor Response to ERMI : 

Vendor Response to ERMI WE WIN!! ILS-based or Stand-alone Systems Colorado Alliance Gold Rush ExLibris Verde Innovative Interfaces ERM Serials Solutions 360 TDNet Serial vendor & E-journal Management Systems EBSCO EJS Harrassowitz HERMIS SwetsWise … well, sorta. “a system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, and provide access to e-resources. . . . “Such a system should [offer] seamless interaction and efficient sharing of data with traditional MARC-based online catalogs, Web portals, federated searching tools, local resolution services, local authentication and access management systems, and traditional library management functions.” DLF Report, Appendix A: Functional Requirements for Electronic Resource Management (emphasis added)

Sounds Like There’s More Work To Do…. : 

Sounds Like There’s More Work To Do…. Current ERM systems are “First Generation” ERMI is a “reference model,” not a standard Additional functionality requires interoperability standards and best practices. Usage Statistics Licensing and License Expression Identifiers E-resource Package Metadata SUSHI ONIX-PL SERU ISSN-L Institutional Identifiers System Interoperability CORE KBART ONIX for Serials

ONIX for Serials : 

ONIX for Serials Suite of XML “messages” to convey information about serials and serial packages in print and electronic form Published by EDItEUR Builds on design principles and elements in widely adopted ONIX for Books. Developed by “Joint Working Party” of NISO and EDItEUR SPS : Serial Products and Subscriptions SOH : Serial Online Holdings SRN : Serial Release Notification

Serial Products & Subscriptions : How do you get information to evaluate a package? : 

Serial Products & Subscriptions : How do you get information to evaluate a package? That package is interesting. What exactly is in it? For information, check out our… Oh, a competitor! I want to compare these product offerings. ? ? ? Standards please!

Serial Online Holdings : How do you get information about available issues into your library systems? : 

Serial Online Holdings : How do you get information about available issues into your library systems? ? ? ? Standards please! Yeah!

Serial Release Notification: How do you know if an issue has been published? : 

Serial Release Notification: How do you know if an issue has been published? Aha. I’ve figured out the pattern. . . . Alert! Alert! Issue not arrived. Hey, where’s my issue? Hey! Where’s my issue? Huh? We sent it to you. We’ll send another. Sorry, it’s not published yet—it’s delayed. What? Hold your horses. It’s not due to be published yet. C’mon, we’re law students, not professional publishers. The 2005 volume will be ready when it’s ready. ? ? ? Aha! Now I know exactly when to expect the issue. I’m not just guessing. Aha! Now I exactly when the issue is available online. I’m not just guessing.

ONIX for Serials : 

ONIX for Serials SOH : Serial Online Holdings Version 1.1, June 2007 Used by serials agents, link resolver vendors, subscription management services SPS : Serial Products and Subscriptions Version 0.92, June 2008 Adopts more sophisticated holdings/coverage expression Used by … no one, yet. SRN : Serial Release Notification Version 0.92, May 2008 Adopts more sophisticated holdings/coverage expression Adds functionality to announce individual articles, not merely issues. Used by … no one, yet.

Questions and Comments. . . . : 

Questions and Comments. . . . For more information: http://www.niso.org http://www.editeur.org