to boldly go where few have gone before: global eresource management in the cloud
TRANSCRIPT
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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
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WHERE WE’RE GOING TODAY:•CONTEXT•GLOBAL ASPECTS •AUTOMATED FEATURES E-
RESOURCE MGT FEATURES•STREAMLINE PROCESSES•PROS/CONS
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UNIVERSITY OF NEBRASKA OMAHA• Metropolitan University• 15,000+ Students• Criss & UNO-Kaneko
Libraries• 1.2M vols.
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MIGRATION• OLD SYSTEM: III MILLENNIUM/ENCORE • NEW SYSTEM: OCLC WMS• AUGUST 2012• LIVE MARCH 1, 2013• 1M+ E-RESOURCE TITLES• 100 LICENSE AGREEMENTS
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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.
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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
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WMS: GLOBAL ASPECTS • META DATA/BIB DATA • ACQUISITIONS MANAGEMENT • ADMINISTRATIVE MANAGEMENT • LICENSE MANAGEMENT
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META DATA / BIB DATA
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ACQUISITIONS MANAGEMENT Global Vendor Records
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ADMINISTRATIVE MANAGEMENT Local Info
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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
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General ProQuest Electronic Product License Agreement
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Search to see if a license template exists
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AUTOMATIC COVERAGE DATA WHERE TO BEGIN?
• PubGet WorldCat KB Holding Program ( http://pubget.com/ )• e-resource holdings tool• How can it help you?
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PubGet Librarian Interface
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Local collection maintenance history
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Public view of PubGet updated resource in WCL
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AUTO UPDATES• OCLC: COLLECTION DATA• PUBGET: HOLDINGS/COVERAGE• EBL: PURCHASED TITLES• EBL: DDA TITLES
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STREAMLINE PROCESSES
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UNIFIED PLATFORM• ILS• DISCOVERY• KB / LM/ ERM• LINK RESOLVER• A-Z LIST
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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
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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
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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