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電子資源管理系統解析-架構於ERMI之上
(Verde)
王敏政AGENDAERMs定義ERMi旳真實展現–VerdeERM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?
Trackinglicensetermsand
conditions?Managingaccess?Communicatingwiththe
vendor?4Verde–ERMI旳真實展現ExperiencewithERMSinLibrariesQuantitativestudiesaboutlibrarybudgetsin2023-2023(e.g.PWC,Elsevier)TermERMcameinuseFirstqualitativestudiesin2023and2023Librariesreplacefirstgenerationin-houseERMs2023-FirstlibrariestostartworkingwithVerdeWhyaNewSystem?e-resourcesaremoreplexinstructureandprocessingthanprintresourcese-resourcesdifferinthewaylibrariesDescribeAcquireManageEnableaccess…andsupportthem.Somanyofthem!7BasicERMDataElementsElementIncludesdatapointssuchas….DescriptiveTitlefields,holdings,publisher,ISSN,interface,package…LicensingAuthorizedusers,ILLrights,archivingrights…FinancialPrice,pricecap,relationshiptoprint…AdministrativeandSupportAdministrativepassword,vendorcontactinformation…AccessAuthorizationmethod8DiscoveryTrialSelectionAcquisitionAccessRenewalReviewCancelRenewE-ResourcelifecycleManagementofComplexe-ResourceEnvironmentRelationshipsInterfaces,PackagesandtheirconstituentpartsKnowingwhichresourcessharethesameinterface,licenseterms,businessterms…
InformationLicensepermissionsandconstraintsUserIDs,passwords,administrativeinfoContactsforsupportandtroubleshootingCancellationrestrictions,pricecaps,etc.
WorkflowsTrialsRenewals/cancellationsImplementingaccessNotifyingrelevantstaffWhatVerdeIsn’tAbibliographicmaintenancesystemAfullscaleacquisitionsandpaymentssystemAnOpenURLresolverAnA-to-ZlistproviderAPublicAccessCatalogAnInterlibraryLoansystemApublicinterfaceHowever,VerdeworkswithalloftheabovesupplyingERMinformationtothoseapplicationsVerdeworkswith..Doesn’tduplicateVerdeAcqALEPHSerialsSFXMetaLibFinanceILLLDAP/AuthN.LocalVerdeArchitectureStaffinterface3rdpartyapplicationsOpenURLWebServices(SOAP)
13
Thereare5typesofe-Products
e-Interfacee-Packagee-Constituent(e-journal,e-book)e-Standalonee-PrintVerdeDataStructureVocabularyE-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&IdatabaseE-print:InVerde,aprintedproductthatiscontractuallytiedtoane-packageorane-constituentInterfaceStandalonePackageConstituents16PrintHeirarchicalDataStructureBasedOne-ProductAndlowerlevelsinheritInterfacePackageConstituentAccessLicensingCostsTrialUseAdministrationAcquisitionsUsagee-ProductinfoAttributes(managementareas)EverylevelcanstoreHierarchyofattributes
InterfacePackagee-constituentsPackagePackageAttributes(managementareas)ConstituentsInterfacePackageRelationshipsbetweene-ProductsExample:OneLicensor,MultipleInterfacesandLicenseAgreementsLicenseRider2021EBSCOHostMasterFILE PremierAdolescenceWorldTradeNationalForumEBSCOATLASerials
ArtsChurchHistory1717constituent+workrecords440constituent+workrecordsMappinge-ResourcestoVerdeDatabaseMappinge-ResourcestoVerdeDatabaseJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyJournaloftheAmericanCeramicSocietyEBSCOhostArtIndexRetrospectiveEBSCOhostBusinessSourceCorporateEBSCOhostTheVerdeKnowledgeBaseGlobalKnowledgeBaseLocalKnowledgeBaseLocalVerdeImplementationCentralKnowledgeBaseVerde2.0WorkflowSystemWorkflowEngine(taskmanager)AlertsandE-mailRolesassignedandtasksallowedRoles,Profiles,andPermissionsRoles:HighLevelfunctionsthatyouareassigned(LicenseManager,Webmaster,Reportsperson).UsedbyWorkflowAlertstonotifyappropriatestaffPermissions:Specifictasks/dutiesthatyouhavepermissiontoperform(givenbyyouradministrator)Profiles:Groupsofpermissions(arbitrarily)bunchedtogetherandusedbyadministratortosavetimeWorkflowandtaskreviewVerde2.0providesthreeworkflowsAcquisitionsLicensingRenewalEachworkflowhasseveraltaskspre-definedAllworkflowsandtaskscanbeconfiguredbythecustomerERM與各相關系統交互運作ALEPH
Verde
SFX
ALEPH
SFX/MetaLib
MetaLibAcquisitions linkserverOPACA-ZlistsMetasearchInitiationTrialLicenseterms;Acquisitions;Costactivateactivateactivate
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