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teaching:erms-and-ilss [2019/01/25 15:41] (current)
seanburns created
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 +<​markdown>​
 +# ERM and ILS
 +## Date: Thu 30 Jan 2019 
  
 +This week we will be learning about ERMs and ILS software. First off,
 +what are these? ​
 +
 +An ILS is short for an *integrated library system*. Everyone in this
 +class is already familiar with an ILS from, at least, a user
 +perspective. You use one just about anytime you use an OPAC, or an
 +online public access catalog, or search for a serial, or check out a
 +work. However, an ILS also provides an administrative interface so that
 +librarians may manage those processes, such as acquisitions,​ cataloging,
 +circulation,​ and serial and OPAC management, where such things are often
 +referred to as modules. You can read about these modules as they work in
 +the open source ILS called [Evergreen][9],​ by sifting through some of
 +Evergreen'​s documentation.
 +
 +Thus, ILSs generally provide two separate interfaces:
 +
 +- an interface to be used by librarians to manage the tasks per the
 +  modules
 +- an interface for the public to access the works of a library
 +
 +An ILS is therefore, as Stephen Salmon (1975) put it, a non-traditional
 +way of doing traditional things, such as "​acquisitions,​ cataloging, and
 +circulation."​ The librarians who would most often work with an ILS
 +include:
 +
 +1. Reference -- who would use the OPAC module
 +2. Cataloging and Technical Services -- who would use the cataloging
 +   ​module and perhaps also the acquisitions and serials modules
 +3. Circulation -- who would use the circulation module
 +    - Interlibrary Loan department -- if such a department exists
 +      because the library is big enough to have one -- they would also
 +      use the circulation module
 +
 +All of those librarians might use multiple modules of the ILS, but might
 +predominately use one module more often than others. For example, when I
 +worked at an academic library for a small college, I worked with the
 +Millennium ILS to check out books to users and to search for works in
 +the OPAC most often when I was working in reference, then used the
 +cataloging module most often when I was doing copy and original
 +cataloging. However, it really depends on the organizational structure
 +of a library. As our reading by Miller, Sharp, and Jones (2014) show,
 +the rise in electronic resources has vastly influenced how librarians
 +structure their organizations,​ whose structure is often informed by the
 +dictates of a "​print-based world"​. In those structures, librarians may
 +either hold positions where their work is streamlined and focused on one
 +task, such as collections,​ or on multiple tasks.
 +
 +With all that said, it begs the question -- what is an ERMs?
 +
 +An ERMs is short for *electronic resource management system*. Its
 +function is born out of the need to manage digital assets and provide
 +users with access to those assets. An ERMs may be integrated with a
 +library'​s ILS software, but the ERM does more behind the scenes work.
 +Like an ILS system, an ERMS is generally divided up into various modules
 +that focus the librarian'​s work on particular duties and allow
 +librarians to create work flows and knowledge management systems. In an
 +ERMS such as the open source [CORAL system][1], the modules includes:
 +
 +- [Resources][2]:​ this module "​provides a robust database for tracking
 +  data related to your organization'​s resources ..." and "​provides a
 +  customizable workflow tool that can be used to track, assign, and
 +  complete workflow tasks."​
 +- [Licensing][3]:​ this module is a "​flexible document management system"​
 +  that provides options to manage licensing agreements and to automate
 +  parts of the process.
 +- [Organizations][4]:​ this module is a type of advanced directory that
 +  manages the various organizations that impact or are involved in the
 +  management of electronic resources, including "​publishers,​ vendors,
 +  consortia, and more."
 +- [Usage Statistics][5]:​ this module provides librarians with usage
 +  statistics of digital assets by platform and by publisher. Supports
 +  COUNTER and SUSHI -- we'll cover these later in the semester, but in
 +  short, [COUNTER][6] "sets and maintains the standard known as the Code
 +  of Practice and ensures that publishers and vendors submit annually to
 +  a rigorous independent audit"​. [SUSHI][7] is a type of protocol to
 +  automate collecting data on usage statistics.
 +- [Management][8]:​ this module provides another type of document
 +  management system but this is aimed at "​storing documents, such as
 +  policies, processes, and procedures, related to the overall management
 +  of electronic resources"​.
 +
 +In our readings this week, we have three articles that speak to ILS and
 +ERMS as well as the relationship between the two, and an additional
 +article that offers some organizational context. The first reading, by
 +Miller, Sharp, and Jones (2014) provides some context by describing a
 +case study (the literature review is also helpful) that shows how
 +electronic resources have impacted organizational structure, job titles,
 +budgets, and more. The article by Anderson (2014) lists and describes
 +various ERMS solutions. As I mentioned in a previous lecture, electronic
 +resources is a fast moving area, and even though this article (or
 +chapter) is only four or so years old, some of the products are no
 +longer available or have been merged into others or sold off. Still, the
 +article is helpful in describing:
 +
 +- the role of vendors in the ERM market
 +- the importance and rise of open source ERMSs as well as the mark that
 +  various homegrown solutions have made
 +- related software that plays a role, including:
 +    - Discovery -- federated and indexed
 +    - Integrated library systems
 +    - Interlibrary loan software
 +    - Link resolvers
 +    - Ticket management software
 +
 +In the article by Wang & Dawes (2012), the authors describe the "next
 +generation integrated library system",​ which should meet a few criteria
 +-- including having the ability to merge ILS software with ERMS, the
 +latter having come into creation because of the lack of development
 +among ILS systems, which were stagnating and not responding to changing
 +work flows and work formats (i.e., electronic),​ at the time. But also,
 +around the time the article was published, more ILS and ERMS software
 +began moving to the cloud, as was common among many software markets.
 +This changed the game, too, because it places a bigger burden on
 +software companies to maintain development of the work.
 +
 +Despite all the technical aspects of these solutions, at its very basic,
 +both ILS and ERM software solutions are about managing assets so that
 +librarians can organize and so that all can retrieve them. There'​s no
 +requirement to use any solution offered by a library vendor, and that's
 +the point of the Wilson (2011) article, which shows how regular software
 +can be used to function as a homegrown solution for creating and
 +implementing an ERM work flow.
 +
 +In a follow up to this lecture, I'll introduce you all to the CORAL ERMs
 +solution and to its various modules and how they work and also to the
 +Evergreen ILS.
 +
 +## References
 +
 +Anderson, E. K. (2014). Chapter 4: Electronic Resource Management
 +Systems and Related Products. Library Technology Reports, 50(3), 30–42.
 +Retrieved from https://​journals.ala.org/​index.php/​ltr/​article/​view/​4491
 +
 +Miller, L. N., Sharp, D., & Jones, W. (2014). 70% and Climbing:
 +E-Resources,​ Books, and Library Restructuring. Collection Management,
 +39(2–3), 110–126. https://​doi.org/​10.1080/​01462679.2014.901200
 +
 +Salmon, S. R. (1975). Library automation systems. New York: Marcel
 +Dekker.
 +
 +Wang, Y., & Dawes, T. A. (2012). The Next Generation Integrated Library
 +System: A Promise Fulfilled? Information Technology and Libraries,
 +31(3), 76–84. https://​doi.org/​10.6017/​ital.v31i3.1914
 +
 +Wilson, K. (2011). Beyond Library Software: New Tools for Electronic
 +Resources Management. Serials Review, 37(4), 294–304.
 +https://​doi.org/​10.1080/​00987913.2011.10765404
 +
 +[1]:​http://​coral-erm.org/​modules/​
 +[2]:​http://​coral-erm.org/​resources/​
 +[3]:​http://​coral-erm.org/​licensing/​
 +[4]:​http://​coral-erm.org/​organizations/​
 +[5]:​http://​coral-erm.org/​usage-statistics/​
 +[6]:​https://​www.projectcounter.org/​about/​counter-for-libraries/​
 +[7]:​https://​www.niso.org/​standards-committees/​sushi
 +[8]:​http://​coral-erm.org/​management/​
 +[9]:​http://​docs.evergreen-ils.org/​
 +</​markdown>​
teaching/erms-and-ilss.txt · Last modified: 2019/01/25 15:41 by seanburns