EMatrix A Management Tool Oct 27 th EPA

E-Matrix A Management Tool Oct 27 th, EPA Meeting NCSU Libraries David Goldsmith

Classic Integrated System MARC Records Patron Records WEBPAC circ transactions serial holdings Serials Control Records item holdings Acquisitions Records reserve records Patron selfservice • websites (856) • e-books • e-journals • databases • datasets

Dis-integrated Library System • Licensing Files alpha list of databases • ILL Files • Collection Management Files • Helpdesk Files • Statistical Files subject list of databases web subject e-journal guides finder Authentication & Authorization institutional Serials TDNet SFX Solutions repository alert My. Library services • websites (856) • e-books • e-journals • databases

NCSU Libraries E-matrix CHARGE The ad hoc E-Matrix Committee will implement a prototype electronic resources management system to support acquisition and licensing, collection management, and resource discovery for the Libraries' electronic resources

NCSU Libraries E-matrix CHARGE (cont) • • • define the need survey best practices and related local and national initiatives define functional specifications for the system build a data model which maximizes opportunities for present and future interoperability with existing systems (e. g. , ILS, My. Library, Serials Solutions, People. Soft) and utilization of existing or emerging standards (e. g. , Open. URL, EDI, XML) implement a prototype.

Electronic Resource Management Vendor Efforts Innovative Interfaces’ ERM Endeavor ENCompass Sirsi Single. Search Ex Libris Meta. Lib CARL Goldrush EBSCO EJS Muse. Global Various Ejournal Finders http: //www. library. cornell. edu/ cts/elicensestudy/ Or Google=web hub Library Efforts DLF Electronic Resource Management Initiative California Digital Library Cornell University Emory University Griffith University Johns Hopkins Kansas State University MIT Penn State Tri-College. Consortium UCLA University of Georgia University of Minnesota University of Washington Yale University

E-MATRIX statistics technical support remote access evaluative data vendor data L S Website Data Repositories Catalog E M A T R I X Evaluative Tools DATA HOOKS Other Databases: E-journal finder SFX ETDs Instn’l Repository Etc. LAYER subscription info I PRESENTATION licensin g A D M I N I S T R A T I V E M E T A D A T A E-resources Alert Services Local DBs & Collections Digital Archives

E-matrix Challenges Public interface is secondary concern Leveraging existing ILS data Adherence to emerging standards Avoid solutions looking for problems

What Do We REALLY Want Evaluation tool- DBs, ejournals, serials Licensing management tool Tool that will allow library to leverage the authoritative ILS database with the other descriptive and administrative metadata for comprehensive display & management

Getting started Stakeholders: Cataloging, Acquisitions, Serials, and Collection Management Identify data that are already being kept Identify data that are needed for evaluation, longevity, and various services

What Did We Do? Formed more groups Database evaluation l Statistics l Licensing l Metadata/Data Elements l ILS Data l Interface l

Emerging Standards XML Schema for E-resource Management l Workflow, specifications, data elements, schema CONSER, LC, and the gang NISO/EDIt. EUR l Serial subscription data exchange Liblicense l Basic terms and contracts for licensing electronic resources COUNTER and E-Metrics l Statistical counts Open. URL, HANDLE, PURL, Global registry l Persistent identifiers Shibboleth: Internet 2/Mace authentication project

What Did We Do Next? ILS MIGRATION l the ultimate excuse DLF Electronic Resource Management Initiative l they didn’t take the last 6 months off… “Borrowed” DLF’s data element scheme/definitions Added additional elements for NCSU’s needs Mapped to our existing data sources Expanded scope to include print subscriptions - Collection Enrichment Project

Data Elements Descriptive –Title, identifiers, provider, holdings (27) Licensing – Parties, terms of use, rights, business terms (74) Access – URI, authorization, proxy (10) Administrative – Accounts, configuration, usage statistics, tech support, contact info (51) Evaluative – Resource assessment, impact, faculty contact enrichment (20)

Current Development Data Modeling Data Migration Workflow Design/Interface Data Hooks

INTERFACE EXAMPLE (UCLA)

Future Development Enhance statistical elements/tools as data becomes normalized Use data to populate public interface – OPAC/Website Integrate the ILS

SUMMARY E-MATRIX is a management tool It is being designed to hook into other resources/datasets as needed E-MATRIX is a management tool Thank you More information available @: http: //staff. lib. ncsu. edu/committees/ematrix