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Staff in libraries around the world locally track serials and e-resources in an effort to provide users with access to information. What is subscribed to; which titles are available through which publishers/aggregators; and dates local users have access to. Libraries invest considerable resources maintaining bibliographic, license and coverage information. Have you ever wondered if it is feasible to share bibliographic records and license records with other libraries? What if publishers and vendors updated title lists and coverage details? In 2012, the University of Nebraska Omaha decided to implement a cloud-based discovery platform that manages collection materials in a global environmentWorldShare Management System (WMS) & WorldCat Local (WCL). There is no longer a catalog, only local access to global records. Attend this session to learn how UNO transitioned from a traditional ERMs to global e-resource management. Find out what it means to have real-time metadata updates, coverage data and title lists updated by publishers/vendors and how to reap the benefits of global license record templates. This session will also discuss the lessons learned and best practices for preparing library staff for this radical shift in e-resource management as we boldly go where few have gone before. Presenters: Rene Erlandson, Director of Virtual Services, University of Nebraska Omaha Jeff Kuskie, Electronic Resources Manager, University of Nebraska Omaha
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TO BOLDLY GO WHERE FEW HAVE GONE BEFORE:
GLOBAL ERESOURCE MANAGEMENT IN THE CLOUD
RENE J. ERLANDSON
JEFF KUSKIE
MAY 3 * 10:40-11:40 * NASIG 2014 * FT. WORTH TX
WHERE WE’RE GOING TODAY:•CONTEXT
•GLOBAL ASPECTS
•AUTOMATED FEATURES E-RESOURCE MGT FEATURES
•STREAMLINE PROCESSES
•PROS/CONS
UNIVERSITY OF NEBRASKA OMAHA
• Metropolitan University• 15,000+ Students• Criss & UNO-Kaneko
Libraries• 1.2M vols.
MIGRATION• OLD SYSTEM: III MILLENNIUM/ENCORE
• NEW SYSTEM: OCLC WMS
• AUGUST 2012
• LIVE MARCH 1, 2013
• 1M+ E-RESOURCE TITLES
• 100 LICENSE AGREEMENTS
TRADITIONAL ERESOURCE MANAGEMENT (ILS/ERMS/ETC)
• VENDOR (S)
• ILS
• DISCOVERY
• ERM
• LINK RESOLVER
• A-Z LIST
• REMOTE ACCESS AUTHENTICATION
• LOCALLY CREATED & MAINTAINED RECORDS
• MAY OR MAY NOT HAVE A BIB RECORD
• ERESOURCE RECORD
• ORDER INFO, BIB DATA, ACCESS INFO, ADMINISTRATIVE INFO, CHANGE INFO, COVERAGE DATA, STATS, CONTACT INFO, LICENSE INFO.
GLOBAL ERESOURCE MANAGEMENT • UNIFIED FRAMEWORK = WMS
• ILS, DISCOVERY, ERM, LINK RESOLVER, A-Z LIST
• GLOBAL FILES:
• VENDOR/CONTACT INFO,
• RESOURCE METADATA
• LICENSE INFO
• AUTOMATED METADATA & COVERAGE UPDATES
• COOPERATIVE DATA MANAGEMENT CAPABILITIES
WMS: GLOBAL ASPECTS
• META DATA/BIB DATA
• ACQUISITIONS MANAGEMENT
• ADMINISTRATIVE MANAGEMENT
• LICENSE MANAGEMENT
META DATA / BIB DATA
ACQUISITIONS MANAGEMENT Global Vendor Records
ADMINISTRATIVE MANAGEMENT Local Info
GLOBAL LICENSE MGT• Derive local licenses from global templates
• License info viewable by staff
• Eventually will be able to make elements of license data viewable publicly, if desired
General ProQuest Electronic Product License Agreement
Search to see if a license template exists
AUTOMATIC COVERAGE DATA WHERE TO BEGIN?
• PubGet WorldCat KB Holding Program ( http://pubget.com/ )• e-resource holdings tool• How can it help you?
PubGet Librarian Interface
Local collection maintenance history
Public view of PubGet updated resource in WCL
AUTO UPDATES
• OCLC: COLLECTION DATA
• PUBGET: HOLDINGS/COVERAGE
• EBL: PURCHASED TITLES
• EBL: DDA TITLES
STREAMLINE PROCESSES
UNIFIED PLATFORM
• ILS
• DISCOVERY
• KB / LM/ ERM
• LINK RESOLVER
• A-Z LIST
ADVANTAGES OF ERESOURCE MGT IN WMS
• UNIFIED SERVICE PLATFORM
• ACQUISITIONS/ADMINISTRATION/LISCENSE MGT ALL-IN-ONE
• SELECT/ACTIVATE DISCOVERY ACCESS IMMEDIATELY
• NO MORE MANUAL COVERAGE & MARC RECORD LOADS
• COMMUNITY PARTICIPATION IN DATA QUALITY ASSURANCE & MAINTENANCE
PREPARING 4 GLOBAL E-RESOURCE MGT
• GLOBAL DATA : DATA EVERYONE CAN SEE
• WHAT LOCAL DATA DO YOU NEED?
• WHO NEEDS ACCESS TO THAT DATA?
• GATHER ALL CREDENTIALS TO SUPPLY TO PUBGET
• BEGIN TO EDUCATE LIBRARY STAFF/FACULTY TO ACCEPT AUTOMATED COVERAGE/BIB DATA INFO
WISH-LIST FOR THE FUTURE• “CENTRALIZED” ACCESS TO ERESOURCE DATA ELEMENTS WITHIN PLATFORM
• LICENSE RECORD SEPARATE TAB
• ORDER INFO SEPARATE TAB
• MORE RELATIONSHIPS WITH VENDORS LIKE EBL & PUBGET
• EVEN LESS MANUAL MAINTENANCE
• USAGE STATS DASHBOARD
• ABILITY TO LINK USAGE DATA TO COST DATA ELEMENT
CONTACT US @
RENE ERLANDSON
JEFF KUSKIE
