A Study of Licence Terms for Electronic Resource Management - Mingyu Chen, Jeannie Downey
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The document discusses the study of license terms for electronic resource management (ERM) at the University of Houston, highlighting the need for clear and concise rights information and standard practices among libraries and vendors. It evaluates current ERM practices, proposes a mapping solution between ERMI and ONIX-PL license terms, and emphasizes the importance of adapting to new standards to facilitate the management of licensed e-resources. Future research is suggested to continue data collection and evaluation to enhance collaboration among libraries, vendors, and ERM providers.
A Study of Licence Terms for Electronic Resource Management - Mingyu Chen, Jeannie Downey
- 1. A Study of License Terms for Electronic Resource Management ER&L Conference 2010 Mingyu Chen University of Houston Library
- 2. Outlines Background and objectives ERMS at UH ERMI & ONIX-PL Libraries’ needs Vendors’ story E-Resource service provider Crosswalk (Mapping) Solution Proposal Future Research
- 3. Background ERMS Storing data Tracking and smoothing workflows Early stage Rights information Imperative to be available Clear and concise
- 4. Research Objectives To provide an overview of the trends and standards of ERMS, its accompanying specifications and applications and to suggest further actions libraries, vendors and ERMS providers can take to implement new license term standards.
- 5. Research Objectives To assess whether all the identified issues of ERMS are addressed by the current practices To identify and prioritize steps to promote better ERMS practices To illustrate necessary functions needed so that librarians can easily handle growing collections of licensed e-resources To identify and promote appropriate standards to support data elements and data interchange
- 6. ERMS at UH Discovery Investigation Trial Licensing Ordering/Payment Access set-up Access verification Cataloging/Database Notification of library
- 7. License Terms Rights information License terms ERMI (Electronic Resource Management Initiative) ONIX-PL (ONline Information eXchange for Publications License)
- 8. ERMI DLF sponsorship of ERMI, started 2002 - published 2004. Workflow Functional requirements ERMS Data Structure Data Element Dictionary 350 License terms Widely used Too complex
- 9. ONIX-PL ONline Information eXchange for Publications Licenses Machine-readable format Directly loaded Linked to Electronic Resources Key usage terms communicated to users Simplified to 108 license terms
- 10. ERMI vs. ONIX-PL ERMI Not “standard” Implemented in ERMS Only has data dictionary Granularity 350 license terms ONIX-PL Emerging standard Developed in ERMS Encoding format (XML) Simplified 108 license terms
- 11. Rights Info Process in UH ERMS ERMS Serials Solutions 360 Resource Manager Wish list Alerts to notes Customizable fields Input more smoothly
- 12. Crosswalk (Mapping) ERMI ONIX-PL License terms: Metadata ERMI metadata ONIX-PL metadata MARC DC
- 13. Crosswalk (Mapping) ONIX-PL terms PerpetualAccess AccessBySecureAuthentication InterLibrarySupplyControlledElectronic ERMI terms Perpetual Access Right Concurrent Users Interlibrary Loan Secure Electronic
- 14. Mapping ONIX-PL to ERMI Simplified or confusing? New definition vs. Difficult to map reversely Interpretation issues
- 15. Example1 Simplified ONIX-PL AccessBySecureAuthentication ERMI Concurrent Users: number Pooled Concurrent Users: number Concurrent User Note: text
- 16. Example 2 New Definition ONIX-PL CopyAndDistribute LicenseeRightsAfterTermination DepositDigitalCopy ERMI No equivalent No equivalent No equivalent
- 17. Example3 Interpretation ONIX-PL ReproduceIndigitalinstrutionalMaterials Reproduce a resource in a digital learning object or course reserve ERMI Course Materials Electronic The right to use licensed materials in collections or compilations of materials assembled in an electronic format by faculty members for use by students in a class for purposes of instruction.
- 18. Libraries’ Needs Licensing terms Rights statement always follows Machine readable way User friendly More relevant Easy to manage Compatible with other metadata standards More flexibility Growth of electronic resources Can vendors help?
- 19. Story on Vendors’ Side Willing to satisfy libraries’ needs Waiting for a signal to start Joint efforts among vendor-library-ERMS provider
- 21. Serials Solutions Defined a project to implement ONIX-PL No immediate development plan Right time Limited “pilot” study
- 22. What’s next? Challenges Direction Yes or No Intermediate solution?
- 23. PROPOSAL Additional time for all three parties No major change in ERMS Easy system implementation Adaptability & Flexibility Metadata: XSLT conversion
- 25. Solution Flow
- 26. Pros and Cons Pros: Low Cost/Less efforts Leave time for all parties to adapt themselves to changes Cons: Intermediate solution Extra work for libraries Both libraries and vendors need expertise for both license terms
- 27. Future Research Continue data collection from libraries, vendors and ERMS providers Balancing between ERMI and ONIX-PL XSLT conversion Prototype system update Prototype system analysis Vendor feedback ERMS provider feedback