NISO E-Reource Management Forum Agenda

Sunday, September 23, 2007

Welcoming Reception & Pre-Registration
Reception Sponsored by CrossRef

8:00 -8:45 a.m.
Club Room

Welcome & Introductions
Todd Carpenter, Managing Director, NISO
biography

Opening Plenary: Challenges and Opportunities for E-Resource Management
Jill Grogg, Electronic Resources Librarian and Associate Professor, The University of Alabama Libraries
biography • presentation

Electronic resource management systems (ERMS) are no longer breaking news for many library staff members, but they continue to present challenges and opportunities for libraries. We will explore where ERMS have been and where they are going while discussing how ERMS can help (or hinder) workflows and end user experiences.

The ERMS Value Proposition
Norm Medeiros, Associate Librarian of the College & Coordinator for Bibliographic and Digital Services, Haverford College
biography • presentation

This presentation will highlight the unique value of electronic resource management systems (ERMS) for academic libraries. It will focus on specific challenges to e-resource management and the means through which ERMS can help. It will also note challenges to ERMS implementation and ongoing maintenance.

Break
Sponsored by Serials Solutions

ERMS: A Review
Marshall Breeding, Director for Innovative Technologies and Research, Vanderbilt University Libraries
presentation

This presentation will provide an overview of ERMS.

Lunch
Sponsored by Innovative Interfaces

Finding the ERM that fits Now... and Later
Wendy Shelburne, Electronic Resources Librarian, University of Illinois at Urbana-Champaign
biography • presentation

This presention will explore the questions involved in ERM selection with a particular focus on the strengths, weaknesses, and needs of your organization, and what your organization hopes to achieve moving forward with the implemenation of an ERM.

Building Your ERM Knowledge Base:
Bigger isn't necessarily better, or is it?
Susan Davis, Head, Electronic Periodicals Management Department, University at Buffalo (SUNY)
biography • presentation

Deciding what information to collect in your ERM is no easy task. This presentation will review some of the important issues to consider when planning your implementation: How much information do you really need? Where does this information currently reside and how can you incorporate it into your system? What are the ongoing maintenance considerations? What staff do you have available?

Break
Sponsored by Serials Solutions

Break-out Session
Facilitated by Jill Grogg, Electronic Resources Librarian and Associate Professor, The University of Alabama Libraries
biography • break-out notes

What do you want in an ERM? In this break-out session, librarians, publishers, and vendors discuss together their ERM priorities.

Interoperability with ILS Acquisition Systems
Angela Riggio, Head, Digital Collections Management, UCLA Library
biography • presentation

Almost a year ago, the Steering Committee of the Digital Library Federation Electronic Resources Management Initiative Phase 2 discussed the need for interoperability between ERMS and ILS acquisitions systems. A subgroup of "ERMInators" volunteered to further investigate this idea in the form of a White Paper, and conveniently, the final version is scheduled for release soon. Following a brief overview of the progression of ERMS development, I will relate the salient ideas and issues raised in the White Paper, and focus on the feasibility and desirability of interoperability, and the ever-present and continuing challenges such an implementation might face. I hope that the session will encourage a lively discussion between ERMS vendors and implementers.

Interoperability between ERM Systems and Library Acquisition Systems: A Vendor Perspective
Jeff Aipperspach, Technical Product Manager, Serials Solutions
biography • presentation

An ERM vendor will offer perspective on why cost and bibliographic metadata should be available within both an ERM application and an ILS acquisitions module. Further discussion will center on the need for true cross-platform interoperability between the two types of systems, and the impact that such interoperability could have on library workflow.

5:15 - 6:15 p.m.

Forum Reception
Reception Sponsored by Swets Information Services

Continental Breakfast

Working Together to Find Solutions
Sandy Hurd, Director of Strategic Markets, Innovative Interfaces, Inc.
biography • presentation

People are looking at ways not only to manage e-resources, but also how to best deliver them. We should be taking a holistic approach to this effort: Looking at all the pieces and how they hang together so we can better focus on and work together to find solutions for key components of this process is vital to us all.

Gathering Data: What data do I need and where can I find it?
Oliver Pesch, Chief Strategist, E-Resources, EBSCO Information Services
biography • presentation

ERM systems are designed to be the central place to capture all the critical information about e-resources to aid in the acquisition, access, administration, support and evaluation of those resources. The E-Resource Management Initiative (ERMI) report, sponsored by the Digital Library Federation, lists some 300+ data elements that could potentially be needed to assist in the “management” of an e-resource. Knowing what data needs to be captured is important; however, the daunting task is actually collecting and inputting the data. This presentation will: provide an overview of the data to be captured; look at some of the sources for this data; and, report on initiatives underway that will remove much of the labor in collecting and entering the data.

Break
Sponsored by Serials Solutions

Ins & Outs of ERM

• Ted Koppel, Verde/SFX Product Marketing Manager, Ex Libris
  biography • presentation • CORE presentation
  
• William Hoffman, Process Analyst, Swets
  presentation

Managing the Workflow
Helen Clarke, Head, Collections Services, University of Calgary Library
biography • presentation

Discussion of the practical implications of ERMS implementation. The University of Calgary has used the purchase of the ERMS as an opportunity to re-organize, creating new staff positions and realigning work flows. The ERMS marks commitment to being an electronic library, moving staff resources and attention to sustaining the digital collection and reducing processes devoted to print materials. How does the ERMS support this move, and what are the limitations as we move into an environment of ever increasing complexity and numbers?

How Do ERMs Improve the User Experience?
George Machovec, Associate Director, Colorado Alliance of Research Libraries
biography • presentation

A fully configured ERMS typically includes subscriptions management, an A-Z interface, link resolution, and other related tools. When properly configured and used, these can greatly enrich the user experience in using electronic resources. This presentation will examine some of the key elements in this type of integration and will use the Gold Rush ERMS as a case study. Gold Rush is an ERMS developed by the non-profit Colorado Alliance of Research Libraries. It has an interesting niche in the ERMS marketplace sitting between open source solutions and more expensive commercial alternatives.

Break
Sponsored by Serials Solutions

Vendor Panel
What standards-related action needs to take place in the industry to optimize the use and effectiveness of ERMs? In this Q&A you have the opportunity to discuss next steps with a panel of vendor representatives.

• William Hoffman, Process Analyst, Swets
• Sandy Hurd, Director of Strategic Markets, Innovative Interfaces, Inc.
• Ted Koppel, Verde/SFX Product Marketing Manager, Ex Libris
• Oliver Pesch, Chief Strategist, E-Resources, EBSCO Information Services

Closing Remarks
Todd Carpenter, Managing Director, NISO
biography