E-Resource Management:
From Start to Finish (and Back Again)

Thursday, October 7, 2010
Chicago, IL


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Thursday, October 7, 2010
8:00 - 9:00 a.m. Continental Breakfast

9:00 - 9:15 a.m.

Welcome & Introductions
Todd Carpenter, Managing Director, NISO

9:15 - 10:15 a.m.

Keynote Presentation: What Value Do ERM Systems Bring to Libraries?
Norm Medeiros, Associate Librarian of the College & Coordinator for Bibliographic and Digital Services, Haverford College

This presentation will reflect on electronic resource management systems (ERMS) from the perspective of the original guiding principles conceived and documented by the DLF ERMI group in its Electronic Resource Management report. Recent and emerging applications of ERMS and related services will be discussed, as will areas where ERMS development can provide additional value to libraries.

10:15 - 10:30 a.m. Break
From Start...
10:30 - 11:15 a.m.

Integrating the ERM with Traditional Holdings
Martha Rice-Sanders, Knowledge Management Librarian, HELIN Consortium

This presentation will discuss how the libraries of the HELIN Consortium interweave their electronic holdings with their traditional print ones in the context of a consortial catalog. The libraries share an integrated library system from Innovative Interfaces and moved to the Encore platform at the same time that they began setting up Innovative's ERM module for 14 of their member libraries. This presentation will show how, within the Encore platform, the libraries are moving toward a “single search box” solution for presenting most of the libraries' holdings, both traditional and web-based, to their users. Additional discussion will include how and why the HELIN Consortium plans to extend the ERM module to e-collections other than journals, as well as some of the changes taking place at the libraries themselves that attempt to take advantage of the functionality of the ERM module.

11:15 a.m. - 12:00 p.m.
Using the ERM for Managing Content, Budgeting, and Reporting
Nisa Bakkalbasi, Director of Planning and Assessment, Libraries and Educational Technologies, James Madison University

This presentation will discuss using ERMS as a tool to support decision-making in the areas of collection development and management, access management, and access rights. Specific examples of how selectors may utilize the system to make cancellation or renewal decisions will be provided.

12:00 - 1:15 p.m. Lunch
...to Finish...
1:15 - 2:00 p.m.

Using the ERM to Manage and Interpret E-Journal Usage Statistics

  • Nancy Beals, Electronic Resources Librarian, Wayne State University Libraries
  • John Rutherford, Systems Librarian, Wayne State University Libraries
  • Presentation

Wayne State Libraries, like many other academic libraries, continue to shift investments from traditional printed materials to electronic resources. For library staff, the ability to effectively analyze its electronic resource investment becomes critical as expenditures increase with every budget cycle. This session will discuss the role of Millennium ERM, COUNTER, and SUSHI in the retrieval and management of usage statistics. The two speakers will also demonstrate how statistics and cost data are used to guide collection development decisions and maximize the use of electronic resources.

2:00 - 2:45 p.m. Using the ERMS to Inform Staffing Decisions, Collection Management
Angela Riggio, Head, Digital Collections Management, UCLA Library

When ERMS hit the commercial market a handful of years ago, it was highly anticipated that they would have a profound effect on the way we assign staffing to e-resource management activities and would ease the increasing burden of managing our online collections. Have these systems risen to meet our expectations? Have they realistically trimmed our workloads, or added to them? This session will combine firsthand experience and knowledge gained from implementing and caring for a homegrown ERMS, an 18-month long ERMS implementation at UCLA, as well as significant insights collected from other librarians in the field.

2:45 - 3:15 p.m.
...and Back Again
3:15 - 4:00 p.m. Formerly the Last Frontier: Integrating E-books and ERMS
Aaron Wood, Director of Software Product Management, Alexander Street Press

Electronic resource management systems (ERMS) present an evolution in how libraries can govern the trialing, licensing, purchasing, and renewal processes for electronic books. They are also the first link in the knowledge-base data supply chain, a chain that can drive multiple avenues of discovery, access, and collection analysis. Link resolvers, discovery services, federated search tools, A-Z lists, centralized MARC distribution, financial comparisons, and overlap analysis can all be enabled to varying extents by the knowledge bases that drive ERMS, and yet there is a tendency to separate out many, if not all, of these processes from the ERM when it comes to e-books. The end result may be the effective alienation of e-books from the electronic landscape due to a lack of commitment and focus from both vendors and libraries on how to integrate e-books into the greater knowledge-base environment.

A general workflow for e-book purchase, discovery, access, and collection analysis will be presented that is initiated in the ERM and spans Collections, Cataloguing, and Systems departments. Examples will be given of how libraries are already leveraging the data in ERMS to enable reliable access through user-facing systems and to relay up-to-date, live information to users regarding the status of e-book packages and alternatives available to meet immediate user needs. In addition, ideas for integrating e-approval plans into the knowledge-base environment and making them electronically whole will also be presented. Lastly, the importance of mastering knowledge base—driven processes for e-books will be conveyed with an eye to the future, which likely holds a proliferation of e-monographs and unorthodox, or "mutant," online publications.

4:00 - 4:45 p.m.

The NISO ERM Data Standards and Best Practices Review: A Midterm Report
Tim Jewell, Director, Information Resources and Scholarly Communication, University of Washington

Last year NISO created a working group to undertake a "gap analysis" of ERM- related data, standards and best practices. This session will present the results to date of that review, including “mappings” from the DLF ERMI data dictionary to a range of other current standards and best practices, and through discussion offer an opportunity to help shape the final phase of the project.

4:45 - 5:00 p.m. Forum Wrap-up
Todd Carpenter, Managing Director, NISO