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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))
3
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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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