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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.1600866277.txt.gz · Last modified: 2020/09/23 09:04 by seanburns