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1、電子資源管理系統解析 - 架構於ERMI之上(Verde) AGENDAnERMs 定義nERMi 的真實展現 VerdenERM 與各相關系統交互運作An E-Resources Management System: The Vision “ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-re
2、sources in accordance with their business and license terms” - Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Libraries) ( (Ivy Anderson is co-author of Ivy Anderson is co-author of Functional Requirements for Functional Requirements for Electronic Resource Managem
3、ent published by DLFElectronic Resource Management published by DLF) ) 3How Well Are You Managing Your Electronic Resources? Renewing subscriptions in a timely manner? Tracking license terms and conditions?Managing access?Communicating with the vendor?4Verde ERMI 的真實展現Experience with ERMS in Librari
4、esnQuantitative studies about library budgets in 2000-2002 (e.g. PWC, Elsevier)nTerm ERM came in usenFirst qualitative studies in 2004 and 2005nLibraries replace first generation in-house ERMsn2005 - First libraries to start working with VerdeWhy a New System?e-resources are more complex in structur
5、e and processing than print resourcese-resources differ in the way librariesDescribeAcquireManageEnable access and support them.So many of them!7Basic ERM Data ElementsElementIncludes data points such as.DescriptiveTitle fields, holdings, publisher, ISSN, interface, packageLicensingAuthorized users,
6、 ILL rights, archiving rightsFinancialPrice, price cap, relationship to printAdministrative and SupportAdministrative password, vendor contact informationAccessAuthorization method8DiscoveryTrialSelectionAcquisitionAccessRenewal ReviewCancelRenewE-Resource lifecycleManagement of Complex e-Resource E
7、nvironmentnRelationshipsnInterfaces, Packages and their constituent partsnKnowing which resources share the same interface, license terms, business termsnInformationnLicense permissions and constraintsnUser IDs, passwords, administrative infonContacts for support and troubleshootingnCancellation res
8、trictions, price caps, etc.nWorkflowsnTrialsnRenewals/cancellationsnImplementing accessnNotifying relevant staffWhat Verde IsntnA bibliographic maintenance systemnA full scale acquisitions and payments systemnAn OpenURL resolvernAn A-to-Z list providernA Public Access CatalognAn Interlibrary Loan sy
9、stemnA public interfaceHowever,Verde works with all of the above supplying ERM information to those applicationsVerde works with . Doesnt duplicateAcqALEPHSerialsSFXMetaLibFinanceILLLDAP/AuthN.LocalVerde ArchitectureStaff interface3rd partyapplicationsOpenURLWeb Services (SOAP) 13 There are 5 types
10、of e-Products e-Interface e-Package e-Constituent (e-journal, e-book) e-Standalone e-PrintVerde Data StructureVocabularynE-product: a general term for a product that is delivered electronically. E-products include:nE-interface: the interface in which the product is delivered. Usually this is a web i
11、nterface, but it can be a client or an application.nE-constituent: a single e-journal or e-book. E-constituents are often collected by the publisher and sold as part of an e-package.nE-package: One or more e-constituents that are sold as a single unit.nE-standalone: An e-product that is sold by itse
12、lf, not as part of an e-package. Example: an A&I databasenE-print: In Verde, a printed product that is contractually tied to an e-package or an e-constituentInterfaceStandalonePackageConstituents16PrintHeirarchical Data Structure Based On e-ProductHierarchy of attributes InterfacePackagee - c o n s
13、t i t u e n t sPackagePackageAttributes (management areas)ConstituentsInterface PackageRelationships between e-ProductsExample: One Licensor, Multiple Interfaces and License AgreementsLicense Rider2021EBSCOHost MasterFILE PremierAdolescence World Trade National Forum EBSCO ATLA Serials Arts Church H
14、istory1717 constituent + work records440 constituent + work recordsMapping e-Resources to Verde DatabaseMapping e-Resources to Verde DatabaseJournal of the American Ceramic SocietyJournal of the American Ceramic SocietyJournal of the American Ceramic SocietyEBSCOhost Art Index RetrospectiveEBSCOhost
15、 Business Source CorporateEBSCOhostThe Verde Knowledge BaseGlobalKnowledgeBaseLocalKnowledgeBaseLocal Verde ImplementationCentralKnowledgeBaseVerde 2.0 Workflow SystemWorkflow Engine(task manager)Alerts and E-mailRoles assigned and tasks allowedRoles, Profiles, and PermissionsnRoles: High Level func
16、tions that you are assigned (License Manager, Webmaster, Reports person). Used by Workflow Alerts to notify appropriate staffnPermissions: Specific tasks/duties that you have permission to perform (given by your administrator)nProfiles: Groups of permissions (arbitrarily) bunched together and used b
17、y administrator to save timeWorkflow and task reviewnVerde 2.0 provides three workflowsnAcquisitionsnLicensingnRenewalnEach workflow has several tasks pre-definednAll workflows and tasks can be configured by the customerERM 與各相關系統交互運作ALEPH VerdeSFX ALEPH SFX/MetaLib MetaLibAcquisitions link server O
18、PAC A-Z lists MetasearchInitiationTrialLicense terms;Acquisitions;CostactivateactivateactivatedeactivatedeactivatedeactivateactivateactivateactivatedeactivatedeactivatedeactivateactivatedeactivatePO;InvoicecancelrenewnoyesDecisionDecision選擇ERM系統的幾項建議nERM 系統，必需要與其他系統結合使用才會有效率nERM 系統是專門館員使用的系統nERM系統必須要與館內其他系統無縫隙銜接n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COUNTERThank You
