电子资源管理系统解析-架构於ERMI之上

電子資源管理系統解析-架構於ERMI之上(Verde)王敏政AGENDAERMs定義ERMi的真實展現–VerdeERM與各相關系統交互運作AnE-ResourcesManagementSystem:TheVision“Asystemthatsupportsmanagementoftheinformationandworkflowsnecessarytoefficientlyselect,evaluate,acquire,maintain,renew/cancelandprovideinformedaccesstoe-resourcesinaccordancewiththeirbusinessandlicenseterms”-IvyAnderson,RobinWendler(HarvardUniversityLibrary)andEllenDuranceau(MITLibraries)(IvyAndersonisco-authorofFunctionalRequirementsforElectronicResourceManagementpublishedbyDLF)3HowWellAreYouManagingYourElectronicResources?Renewingsubscriptionsinatimelymanner?Trackinglicensetermsandconditions?Managingaccess?Communicatingwiththevendor?4Verde–ERMI的真實展現ExperiencewithERMSinLibrariesQuantitativestudiesaboutlibrarybudgetsin2000-2002(e.g.PWC,Elsevier)TermERMcameinuseFirstqualitativestudiesin2004and2005Librariesreplacefirstgenerationin-houseERMs2005-FirstlibrariestostartworkingwithVerdeWhyaNewSystem?e-resourcesaremorecomplexinstructureandprocessingthanprintresourcese-resourcesdifferinthewaylibrariesDescribeAcquireManageEnableaccess…andsupportthem.Somanyofthem!7BasicERMDataElementsElementIncludesdatapointssuchas….DescriptiveTitlefields,holdings,publisher,ISSN,interface,package…LicensingAuthorizedusers,ILLrights,archivingrights…FinancialPrice,pricecap,relationshiptoprint…AdministrativeandSupportAdministrativepassword,vendorcontactinformation…AccessAuthorizationmethod8DiscoveryTrialSelectionAcquisitionAccessRenewalReviewCancelRenewE-ResourcelifecycleManagementofComplexe-ResourceEnvironmentRelationshipsInterfaces,PackagesandtheirconstituentpartsKnowingwhichresourcessharethesameinterface,licenseterms,businessterms…InformationLicensepermissionsandconstraintsUserIDs,passwords,administrativeinfoContactsforsupportandtroubleshootingCancellationrestrictions,pricecaps,etc.WorkflowsTrialsRenewals/cancellationsImplementingaccessNotifyingrelevantstaffWhatVerdeIsn’tAbibliographicmaintenancesystemAfullscaleacquisitionsandpaymentssystemAnOpenURLresolverAnA-to-ZlistproviderAPublicAccessCatalogAnInterlibraryLoansystemApublicinterfaceHowever,VerdeworkswithalloftheabovesupplyingERMinformationtothoseapplicationsVerdeworkswith..Doesn’tduplicateAcqALEPHSerialsSFXMetaLibFinanceILLLDAP/AuthN.LocalVerdeArchitectureStaffinterface3rdpartyapplicationsOpenURLWebServices(SOAP)13Thereare5typesofe-Productse-Interfacee-Packagee-Constituent(e-journal,e-book)e-Standalonee-PrintVerdeDataStructureVocabularyE-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&IdatabaseE-print:InVerde,aprintedproductthatiscontractuallytiedtoane-packageorane-constituentInterfaceStandalonePackageConstituents16PrintHeirarchicalDataStructureBasedOne-ProductHierarchyofattributesInterfacePackagee-constituentsPackagePackageAttributes(managementareas)ConstituentsInterfacePackageRelationshipsbetweene-ProductsExample:OneLicensor,MultipleInterfacesandLicenseAgreementsLicenseRider2021EBSCOHostMasterFILEPremierAdolescenceWorldTradeNationalForumEBSCOATLASerialsArtsChurchHistory1717constituent+workrecords440constituent+workrecordsMappinge-ResourcestoVerdeDatabaseMappinge-ResourcestoVerdeDatabaseJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyEBSCOhostArtIndexRetrospectiveEBSCOhostBusinessSourceCorporateEBSCOhostTheVerdeKnowledgeBaseGlobalKnowledgeBaseLocalKnowledgeBaseLocalVerdeImplementationCentralKnowledgeBaseVerde2.0WorkflowSystemWorkflowEngine(taskmanager)AlertsandE-mailRolesassignedandtasksallowedRoles,Profiles,andPermissionsRoles:HighLevelfunctionsthatyouareassigned(LicenseManager,Webmaster,Reportsperson).UsedbyWorkflowAlertstonotifyappropriatestaffPermissions:Specifictasks/dutiesthatyouhavepermissiontoperform(givenbyyouradministrator)Profiles:Groupsofpermissions(arbitrarily)bunchedtogetherandusedbyadministratortosavetimeWorkflowandtaskreviewVerde2.0providesthreeworkflowsAcquisitionsLicensingRenewalEachworkflowhasseveraltaskspre-definedAllworkflowsandtaskscanbeconfiguredbythecustomerERM與各相關系統交互運作ALEPHVerdeSFXALEPHSFX/MetaLibMetaLibAcquisitionslinkserverOPACA-ZlistsMetasearchInitiationTrialLicenseterms;Acquisitions;CostactivateactivateactivatedeactivatedeactivatedeactivateactivateactivateactivatedeactivatedeactivatedeactivateactivatedeactivatePO;InvoicecancelrenewnoyesDecisionDecision選擇ERM系統的幾項建議ERM系統，必需要與其他系統結合使用才會有效率ERM系統是專門館員使用的系統ERM系統必須要與館內其他系統無縫隙銜接使用符合ERMI所制定規範的系統，才會有不斷擴充的未來，也才能夠與世界接軌。如COUNTERThankYou