電子資源管理系統(tǒng)解析-架構於ERMI之上

(Verde)

王敏政AGENDAERMs定義ERMi旳真實展現(xiàn)–VerdeERM與各相關系統(tǒng)交互運作AnE-ResourcesManagementSystem:TheVision

“

Asystemthatsupportsmanagementoftheinformationandworkflowsnecessarytoefficientlyselect,evaluate,acquire,maintain,renew/cancelandprovideinformedaccesstoe-resourcesinaccordancewiththeirbusinessandlicenseterms”

-IvyAnderson,RobinWendler(HarvardUniversityLibrary)andEllenDuranceau(MITLibraries)

(IvyAndersonisco-authorofFunctionalRequirementsforElectronicResourceManagementpublishedbyDLF)

3HowWellAreYouManagingYourElectronicResources?

Renewingsubscriptionsinatimelymanner?

Trackinglicensetermsand

conditions?Managingaccess?Communicatingwiththe

vendor?4Verde–ERMI旳真實展現(xiàn)ExperiencewithERMSinLibrariesQuantitativestudiesaboutlibrarybudgetsin2023-2023(e.g.PWC,Elsevier)TermERMcameinuseFirstqualitativestudiesin2023and2023Librariesreplacefirstgenerationin-houseERMs2023-FirstlibrariestostartworkingwithVerdeWhyaNewSystem?e-resourcesaremoreplexinstructureandprocessingthanprintresourcese-resourcesdifferinthewaylibrariesDescribeAcquireManageEnableaccess…andsupportthem.Somanyofthem!7BasicERMDataElementsElementIncludesdatapointssuchas….DescriptiveTitlefields,holdings,publisher,ISSN,interface,package…LicensingAuthorizedusers,ILLrights,archivingrights…FinancialPrice,pricecap,relationshiptoprint…AdministrativeandSupportAdministrativepassword,vendorcontactinformation…AccessAuthorizationmethod8DiscoveryTrialSelectionAcquisitionAccessRenewalReviewCancelRenewE-ResourcelifecycleManagementofComplexe-ResourceEnvironmentRelationshipsInterfaces,PackagesandtheirconstituentpartsKnowingwhichresourcessharethesameinterface,licenseterms,businessterms…

InformationLicensepermissionsandconstraintsUserIDs,passwords,administrativeinfoContactsforsupportandtroubleshootingCancellationrestrictions,pricecaps,etc.

WorkflowsTrialsRenewals/cancellationsImplementingaccessNotifyingrelevantstaffWhatVerdeIsn’tAbibliographicmaintenancesystemAfullscaleacquisitionsandpaymentssystemAnOpenURLresolverAnA-to-ZlistproviderAPublicAccessCatalogAnInterlibraryLoansystemApublicinterfaceHowever,VerdeworkswithalloftheabovesupplyingERMinformationtothoseapplicationsVerdeworkswith..Doesn’tduplicateVerdeAcqALEPHSerialsSFXMetaLibFinanceILLLDAP/AuthN.LocalVerdeArchitectureStaffinterface3rdpartyapplicationsOpenURLWebServices(SOAP)

13

Thereare5typesofe-Products

e-Interfacee-Packagee-Constituent(e-journal,e-book)e-Standalonee-PrintVerdeDataStructureVocabularyE-product:ageneraltermforaproductthatisdeliveredelectronically.E-productsinclude:E-interface:theinterfaceinwhichtheproductisdelivered.Usuallythisisawebinterface,butitcanbeaclientoranapplication.E-constituent:asinglee-journalore-book.E-constituentsareoftencollectedbythepublisherandsoldaspartofane-package.E-package:Oneormoree-constituentsthataresoldasasingleunit.E-standalone:Ane-productthatissoldbyitself,notaspartofane-package.Example:anA&IdatabaseE-print:InVerde,aprintedproductthatiscontractuallytiedtoane-packageorane-constituentInterfaceStandalonePackageConstituents16PrintHeirarchicalDataStructureBasedOne-ProductAndlowerlevelsinheritInterfacePackageConstituentAccessLicensingCostsTrialUseAdministrationAcquisitionsUsagee-ProductinfoAttributes(managementareas)EverylevelcanstoreHierarchyofattributes

InterfacePackagee-constituentsPackagePackageAttributes(managementareas)ConstituentsInterfacePackageRelationshipsbetweene-ProductsExample:OneLicensor,MultipleInterfacesandLicenseAgreementsLicenseRider2021EBSCOHostMasterFILE PremierAdolescenceWorldTradeNationalForumEBSCOATLASerials

ArtsChurchHistory1717constituent+workrecords440constituent+workrecordsMappinge-ResourcestoVerdeDatabaseMappinge-ResourcestoVerdeDatabaseJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyEBSCOhostArtIndexRetrospectiveEBSCOhostBusinessSourceCorporateEBSCOhostTheVerdeKnowledgeBaseGlobalKnowledgeBaseLocalKnowledgeBaseLocalVerdeImplementationCentralKnowledgeBaseVerde2.0WorkflowSystemWorkflowEngine(taskmanager)AlertsandE-mailRolesassignedandtasksallowedRoles,Profiles,andPermissionsRoles:HighLevelfunctionsthatyouareassigned(LicenseManager,Webmaster,Reportsperson).UsedbyWorkflowAlertstonotifyappropriatestaffPermissions:Specifictasks/dutiesthatyouhavepermissiontoperform(givenbyyouradministrator)Profiles:Groupsofpermissions(arbitrarily)bunchedtogetherandusedbyadministratortosavetimeWorkflowandtaskreviewVerde2.0providesthreeworkflowsAcquisitionsLicensingRenewalEachworkflowhasseveraltaskspre-definedAllworkflowsandtaskscanbeconfiguredbythecustomerERM與各相關系統(tǒng)交互運作ALEPH

Verde

SFX

ALEPH

SFX/MetaLib

MetaLibAcquisitions linkserverOPACA-ZlistsMetasearchInitiationTrialLicenseterms;Acquisitions;Costactivateactivateactivate