ERM Data Standards and Best Practices Review

This working group is charged to undertake a "gap analysis" regarding electronic resource management (ERM) related data, standards and best practices. The analysis will begin with a review of the ERMI data dictionary as it presently exists, and a mapping of ERMI data elements to those within relevant standards-related projects (e.g., CORE, SUSHI, ONIX-PL, etc.). Vendors, libraries using ERM systems, and other identified stakeholders will then be consulted via surveys and/or more in-depth interviews to solicit additional feedback concerning data requirements and ERM system implementation and management issues. Following the analysis, the working group will make recommendations regarding the future of the ERMI data dictionary within that broader context, describe typical challenges libraries face in using currently available ERM systems and services, and identify gaps in interoperability and best practices. The results are to be delivered in a report to the Business Information Topic Committee and made publicly available. [Charge revised 12/22/09]

The deliverable will highlight current work that provides solutions for specific areas of ERM use, identifies gaps where work has not been done, and recommends appropriate further work. The report is expected to be completed by April 2010. NISO encourages those who would like to be a part of this new working group or to join the affiliated interest group to contact the NISO office at

This project is an outgrowth of the Digital Library Federation’s Electronic Resource Management Initiative (ERMI), first begun in 2002. A second phase of the Initiative was completed in late 2008. In follow-up discussions between Todd Carpenter, NISO’s Managing Director, and Peter Brantley, Executive Director of DLF, regarding the future of ERMI, NISO agreed to perform a needs assessment with respect to ERMI and broader ERM-related data needs and standards, and to assume any appropriate maintenance responsibilities. A subgroup of NISO’s Business Information Topic Committee, comprised of committee members Tim Jewell (Director, Information Resources and Scholarly Communication, University of Washington Libraries) and Ivy Anderson (Director of Collections, California Digital Library), was tasked with surveying this landscape to determine what, if any, further steps should be undertaken by NISO. This new project is an outcome of the ERMI landscape review and proposes next steps in this area

The proposal for this initiative was approved by the Business Information Topic Committee--which provides oversight to this Working Group--on June 30, 2009. 


At ERMS Length: Evaluating Electronic Resource Management Systems (February, 2011)
Final draft of 2011 article written by Maria Collins and Jill E. Grogg; version submitted to Library Journal before substantial edits were made by LJ editors. Published version abridged and edited by Library Journal: Maria Collins & Jill E. Grogg. “Building a Better ERMS.” Library Journal 136, no. 4 (March 1, 2011): 22-28. Available at:

NISO ERM Working Group Quarterly Report (July 14, 2010)
This report provides an update on the work of this group up through June 30, 2010.

NISO Open Teleconference: ERM Review Working Group Update (March 8, 2010)
During this call Tim Jewell (Director, Information Resources and Scholarly Communication, University of Washington Libraries), co-chair of NISO's ERM Review Working Group, shares about their effort, the current mapping project they have underway, plans for future surveying of the ERM landscape, and hopes to identify gaps where work should be undertaken in this arena.

ERM Gap Analysis Project Slides (February 1, 2010)
Presentation given by Tim Jewell, co-chair of the ERM Data Standards and Best Practices Review Working Group, at the ER&L conference held February 1, 2010.

ERM Data Standards Review: A NISO New Work Item Proposal (June 15, 2009)
This new work item proposal accompanied the NISO Business Information Topic Committee ballot opened June 15, 2009, and closed June 30, 2009. 

NISO/DLF Workshop on Standards for Electronic Resource Management (Chicago, IL, May 10, 2002)

DLF Electronic Resource Management Initiative
Digital Library Federation (DLF), July 12, 2006. 

Electronic Resource Management: Report of the DLF ERM Initiative
By Timothy D. Jewell, et al. Digital Library Federation (DLF), 2004. 

DLF Electronic Resources Management Initiative, Phase II: Final Report
By Tim Jewell. Digital Library Federation (DLF), December 30, 2008. 

CORE (Cost of Resource Exchange) Protocol

Standardized Usage Statistics Harvesting Initiative (SUSHI) Protocol

ONIX-PL Working Group
Joint NISO/EDItEUR group

ERM Data Standards Review Appendix C: Workflow Documents List

Arizona State University: Electronic Resource Management Module ERM Task Group Report

Deakin University: ERM Workflow : new resources // Renewals

Library of Congress: Database Trial

Library of Congress: Electronic Exchange

Library of Congress: ER Purchase

Library of Congress: ER Renewals

Library of Congress: Maintenance

Library of Congress: Maintenance/Quality Control

Library of Congress: Maintenance Userid

Library of Congress: Open Access Acq

Library of Congress: PostAcqOpenAccess

Library of Congress: PostAcquisition (Processing)

North Carolina State University Libraries: Continuing and Electronic Resources Workflow

Society of College, National and University Libraries (SCONUL): Electronic resource supply stage

UCLA: ERM Workflow: General

UCLA: AERM Workflow: Renewal

UCLA: ERM Workflow: Maintenance

UCLA: ERM Workflow: Acquisition

UCLA: AERM Workflow: Cataloging

UCLA: ERM Workflow: Trial

Western Michigan University: Electronic Resources and Serials Unit Workflow - May 2010


Committee Roster

Approved by NISO's Business Information Topic Committee on June 30, 2009



Former Members

Kathryn Harnish

Product Director, Unified Resource Management Syst.
Ex Libris, Inc.