ERMS couperinJérôme Kalfon

Head of the studies and forecasting Department SELL Porto 2011

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• A project enabling members to: manage e-resources life-cycle and metadata gather e-resources usage statistics analyze overlapping collections

• A project to deal with the needs of Couperin for: managing its negotiations storing and sharing e-resources and negotiations metadata

with its members better identifying its members’ collections

Project’s goalsProject’s goals

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• Managing :Négociations workflow and 500 databases / packages

for COUPERINUp to 200 databases / packages

• For each member ;Between 200 and 300 metadata for each resource ;

• Not doing what others have already done

Project’s goalsProject’s goals

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Sharing an ERMS solution is the best solution:• to address the needs of libraries having small collections

and lack of staff

• 70% to 80% of descriptive and administrative metadata values are the same for all members due to “Big deals”

• to improve the quality of negotiation and acquisition activities of Couperin

• to define a source of enhanced information on electronic resources, covering French-speaking publishers and French products

Why having chosen a Why having chosen a shared ERMS solution ?shared ERMS solution ?

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• The mass of electronic resources to manage is more and more important

• its management is more and more complex

• Integrated library systems can’t manage flows (fluid information)

• The solution: ERMS: a software associated with an up-to-date knowledge base

General issuesGeneral issues

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• 7th december 2010, the ERMS project is launchedwith SerialsSolutions (Proquest)• January 2011, the software is installed in the five

pilots institutions: INRIA, Université Lyon 2, Université Bordeaux 1, Université Paris Descartes, PRES de Toulouse

Five pilots institutionsFive pilots institutions

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Stumbling point: Metadata inheritage and ERMS architecture : modifying resources at the local level is not possible

Major defaults• The AtoZ (360 portal) is beyond what we asked for

• Research possibilities are weak

• Cost metadata management is not available at a local level

• Trainings and documentation are not in french

Problematic pointsProblematic points

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Minor defaults• Notes system is heavy

• Alerts are not well managed

• Dynamic export to websites or portals is not available

• Files downloads are difficult to use

Problematic pointsProblematic points

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Positive Points• Complete and up-to-date Knowledge base

• MARC records export

• The link between the different modules (ERMS, reporting, knowledge base)

• Ergonomics of the software

Positive pointsPositive points

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● Serials Solutions software doesn’t allow a centralized consortial management

● Improvements are planned but for december 2012● The project team is having a meeting in early june to

decide wether to continue the pilot or not

How is the situation How is the situation today ?today ?

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A new orientation is about to be taken by the team leading the project:

● focus on ERMS local functionalities● Couperin becomes a development partner alongside

the ERMS project

What are we up to ?What are we up to ?

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• This pilot allows to test the same software in several institutions

• It allows a real co-operation

• Problems are solved for six institutions at the same time (thanks to two coordinators and one ingeneer)

• It brings experience on negotiation with an american provider

• ACQUISITION OF EXPERTISE ON ERMS

General positive pointsGeneral positive points

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• The calendar (the new product will be available only in late 2012)

• Members are thinking about chosing a local temporary ERMS solution but in that case of a temporary subscription, they have to make sure they can leave their provider with all the metadata put in their system

• focusing on the local level is a problem for institutions working like a consortium (INRIA, PRES Toulouse)

Problematic points for Problematic points for some memberssome members

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• Integrated library systems are only a part of the whole process giving access to electronic resources

• Integrated library systems can’t manage flows

• Other systems are required for that

• How connecting ERMS knowledge base and resources cataloguing by the ABES (Bibliographic Agency for Higher Education)

General issuesGeneral issues

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• A shared software for french academic libraries AND a private knowledge base ?

• A european-wide knowledge base ?

What other solutions ?What other solutions ?