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Electronic Resource Electronic Resource Management: a Vended Management: a Vended
ApproachApproachTony HarvellTony Harvell
Head of AcquisitionsHead of AcquisitionsUCSD LibrariesUCSD Libraries
tharvell@ucsd.edutharvell@ucsd.edu
Background of UCSD LibrariesBackground of UCSD Libraries
• Subscribe to over 400 paid “electronic resources” (including e-journal packages, aggregators, databases, CD-ROMs)
• About 60% are purchased consortially through California Digital Library
• Innovative Interfaces user since 1987
• Full-level cataloging done on nearly all e-journals (both for UCSD and the CDL)
Need to better manage e-resourcesNeed to better manage e-resources
• Shift to e-only journal access (over 8,000 paid e-journals)
• E-resource budget share continues to grow (in excess of 15% currently)
• Need to track resources from trial through licensing negotiation and payment
• ILS had no means monitoring all activities so many separate files were being maintained, many in paper
Considerations Considerations
• Identified all potential users of an ERMS
• Identified the potential uses of the system
• Examined amount of human resources and computer resources needed to develop and maintain the system
• Is system scaleable and sustainable?
• Is financial support available for future developments and enhancements?
Options availableOptions available
• Develop system in-house • Costs prohibitive• IT staff unavailable
• Adopt (purchase?) system from another library
• UCLA
• Purchase a vended system
Vendor solutionVendor solution
• Innovative Interfaces Electronic Resources Management was in development at this time
• Our library has historically been a “beta test” library for other III products
• We believed it would require little or no local programming or development
• We hoped it would be fully integrated into our existing ILS
ImplementationImplementation
• Installation in October 2003
• WebEx training from III
• Working Group created to evaluate product, provide feedback to III, and develop local standards for implementation
• Participate in e-discussion list and conference calls with other users
Positive experiencesPositive experiences
• Uses same platform as our existing Web- based technical services components
• Can build database using existing records for orders and holdings
• Offers quite a bit of local customization ability and locally defined fields and labels
• Generally follows the Digital Library Foundation’s ERMI standards and practices
ChallengesChallenges
• Because it is in beta, there is no documentation and “kinks” are continuously being worked out
• System architecture may require us to rethink how we currently catalog electronic resources
• OPAC display is currently being developed, so we may have to redesign OPAC screens
• Not clear as to how it can be used to develop our e-resources portal (SAGE) which includes both licensed and open-access resources
Future directionsFuture directions
• Experiment with E-holdings loads
• Work with public services staff to redesign OPAC displays to incorporate ERM data
• Develop resource records that monitor vendor performance and track usage statistics
• Possible adoption for consortial use by UC libraries?
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