電子資源管理系統(tǒng)解析 - 架構(gòu)於ERMI之上(Verde)

1、電子資源管理系統(tǒng)解析電子資源管理系統(tǒng)解析 - 架構(gòu)於架構(gòu)於ERMI之上之上(Verde) AGENDAnERMs 定義定義nERMi 的真實(shí)展現(xiàn)的真實(shí)展現(xiàn) VerdenERM 與各相關(guān)系統(tǒng)交互運(yùn)作與各相關(guān)系統(tǒng)交互運(yùn)作An E-Resources Management System: The Vision “ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and

2、 provide informed access to e-resources in accordance with their business and license terms” - Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Libraries) 3How Well Are You Managing Your Electronic Resources? Renewing subscriptions in a timely manner? Tracking licens

3、e terms and conditions?Managing access?Communicating with the vendor?4Verde ERMI 的真實(shí)展現(xiàn)的真實(shí)展現(xiàn)Experience with ERMS in LibrariesnQuantitative studies about library budgets in 2000-2002 (e.g. PWC, Elsevier)nTerm ERM came in usenFirst qualitative studies in 2004 and 2005nLibraries replace first generation

4、 in-house ERMsn2005 - First libraries to start working with VerdeWhy a New System?e-resources are more complex in structure and processing than print resourcese-resources differ in the way librariesDescribeAcquireManageEnable access and support them.So many of them!7Basic ERM Data ElementsElementInc

5、ludes data points such as.DescriptiveTitle fields, holdings, publisher, ISSN, interface, packageLicensingAuthorized users, ILL rights, archiving rightsFinancialPrice, price cap, relationship to printAdministrative and SupportAdministrative password, vendor contact informationAccessAuthorization meth

6、od8DiscoveryTrialSelectionAcquisitionAccessRenewal ReviewCancelRenewE-Resource lifecycleManagement of Complex e-Resource EnvironmentnRelationshipsnInterfaces, Packages and their constituent partsnKnowing which resources share the same interface, license terms, business termsnInformationnLicense perm

7、issions and constraintsnUser IDs, passwords, administrative infonContacts for support and troubleshootingnCancellation restrictions, price caps, etc.nWorkflowsnTrialsnRenewals/cancellationsnImplementing accessnNotifying relevant staffWhat Verde IsntnA bibliographic maintenance systemnA full scale ac

8、quisitions and payments systemnAn OpenURL resolvernAn A-to-Z list providernA Public Access CatalognAn Interlibrary Loan systemnA public interfaceHowever,Verde works with all of the above supplying ERM information to those applicationsVerde works with . Doesnt duplicateAcqALEPHSerialsSFXMetaLibFinanc

9、eILLLDAP/AuthN.LocalVerde ArchitectureStaff interface3rd partyapplicationsOpenURLWeb Services (SOAP) 13 There are 5 types of e-Products e-Interface e-Package e-Constituent (e-journal, e-book) e-Standalone e-PrintVerde Data StructureVocabularynE-product: a general term for a product that is delivered

10、 electronically. E-products include:nE-interface: the interface in which the product is delivered. Usually this is a web interface, but it can be a client or an application.nE-constituent: a single e-journal or e-book. E-constituents are often collected by the publisher and sold as part of an e-pack

11、age.nE-package: One or more e-constituents that are sold as a single unit.nE-standalone: An e-product that is sold by itself, not as part of an e-package. Example: an A&I databasenE-print: In Verde, a printed product that is contractually tied to an e-package or an e-constituentInterfaceStandalo

12、nePackageConstituents16PrintHeirarchical Data Structure Based On e-ProductAnd lower levels inheritInterfacePackageConstituentAccessLicensingCostsTrial UseAdministrationAcquisitionsUsagee-Product infoAttributes (management areas)Every level can storeHierarchy of attributes InterfacePackagee - c o n s

13、 t i t u e n t sPackagePackageAttributes (management areas)ConstituentsInterface PackageRelationships between e-ProductsExample: One Licensor, Multiple Interfaces and License AgreementsLicense Rider2021EBSCOHost MasterFILE PremierAdolescence World Trade National Forum EBSCO ATLA Serials Arts Church

14、History1717 constituent + work records440 constituent + work recordsMapping e-Resources to Verde DatabaseMapping e-Resources to Verde DatabaseJournal of the American Ceramic SocietyJournal of the American Ceramic SocietyJournal of the American Ceramic SocietyEBSCOhost Art Index RetrospectiveEBSCOhos

15、t Business Source CorporateEBSCOhostThe Verde Knowledge BaseGlobalKnowledgeBaseLocalKnowledgeBaseLocal Verde ImplementationCentralKnowledgeBaseVerde 2.0 Workflow SystemWorkflow Engine(task manager)Alerts and E-mailRoles assigned and tasks allowedRoles, Profiles, and PermissionsnRoles: High Level fun

16、ctions that you are assigned (License Manager, Webmaster, Reports person). Used by Workflow Alerts to notify appropriate staffnPermissions: Specific tasks/duties that you have permission to perform (given by your administrator)nProfiles: Groups of permissions (arbitrarily) bunched together and used

17、by administrator to save timeWorkflow and task reviewnVerde 2.0 provides three workflowsnAcquisitionsnLicensingnRenewalnEach workflow has several tasks pre-definednAll workflows and tasks can be configured by the customerERM 與各相關(guān)系統(tǒng)交互運(yùn)作與各相關(guān)系統(tǒng)交互運(yùn)作ALEPH VerdeSFX ALEPH SFX/MetaLib MetaLibAcquisitions link server OPAC A-Z lists MetasearchInitiationTrialLicense terms;Acquisitions;Costactivateactivateactivatedeactivatedeactivatedeactivateactivateactivateactivatedeactivatedeactivatedeactivateacti