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teaching:workflow [2019/02/08 21:04] (current)
seanburns created
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 +<​markdown>​
 +# Workflow
 +## Date: Thu 27 Feb 2019 
  
 +If all goes according to plan, this week's readings on electronic
 +resource management and on workflow analysis should help you put prior
 +material into some context and also act as a bridge to the material to
 +that we'll discuss in much of the remaining weeks of the semester.
 +
 +In the first couple of weeks, we read about what it means to be a
 +librarian who oversees or is a part of electronic resource management as
 +well as what kinds of criteria are sought for in new hires. We also
 +discussed why electronic resources have introduced so much *constant
 +disruption* across libraries which, among other things, is due to the
 +fact that the print-era involved a largely linear process of collection
 +management that was fundamentally altered with the introduction of
 +electronic resources.
 +
 +Then we discussed the differences between electronic resource management
 +software and integrated library system software, as well as why
 +standards are important, why interoperability is required, and what
 +happens when access to electronic resources breaks.
 +
 +This week I think things will start to connect for you all at an even
 +faster pace. In the first Anderson article (chapter 2), we start to get
 +a clear idea of what a knowledge base is and how it works, we learn more
 +about how integrated library systems and ERM systems work together,
 +or not, and more. We also start dipping our toes into newer topics, such
 +as licensing, COUNTER, and SUSHI, which we'll cover in greater detail in
 +the next few weeks.
 +
 +In the second Anderson article (chapter 3), we learn how to take careful
 +consideration of a library'​s work flow before selecting which ERM
 +software to purchase, and we do this because we select systems based on
 +the needs of the librarians, which may be vastly different across
 +libraries and which must rely on different aspects of the overall
 +process. As you read this chapter, I want you to keep in mind the
 +Samples and Healy article from the previous week's reading. ​
 +
 +As hinted at in these readings, especially in the section on
 +acquisitions,​ budget, subscription,​ and purchasing in Chapter 2 but also
 +in the multiple discussions about the role that vendors play in
 +electronic resource management, the market and the economics of this
 +area of librarianship weighs heavily on everyday realities. We'll follow
 +up on this next week when we begin to read more about the market and the
 +economics of electronic resources. For example, in our Anderson readings
 +this week, we learn about the CORE standard, or the *Cost of Resource
 +Exchange* standard, that was developed by NISO and that brings together
 +three aspects of our previous discussions:​ software, funds, and
 +interoperability. Here the CORE standard is simply a standard that
 +enables ILS and ERM systems to communicate costs of electronic resources
 +between each other, and its existence hints at the pressures librarians
 +have had in having to deal with complex budget issues.
 +
 +We have already discussed standardization. While we spent some time
 +discussing technical standards, we also learned a bit about TERMS, an
 +attempt to standardize some of the language and processes involved with
 +electronic resource management. We see more connections in this week's
 +readings. Aside from the CORE standard, we learn, as previously stated,
 +about standard attempts at licensing, and the *COUNTER* and *SUSHI*
 +statistic-related standards, which provide standards for the
 +communication,​ collection, presentation,​ and the formats of usage
 +statistics for electronic resources such as ebooks, journals, databases,
 +and more.
 +
 +We have also discussed interoperability,​ and what it takes for multiple
 +systems to connect and transfer content between each other. We primarily
 +discussed this with respect to link resolver technology, and we did this
 +not just because we should know about link resolvers as important
 +components of electronic resource management, but also because link
 +resolvers are a good example of the kind of work that is involved for
 +systems to communicate properly. Coming back to *CORE* again, the
 +Anderson article (chapter 2) provides a link to a white paper titled,
 +"White Paper on Interoperability between Acquisitions Modules of
 +Integrated Library Systems and Electronic Resource Management Systems",​
 +and this paper defines the 13 data elements that were determined to be
 +desired in any exchange between ILS software and ERM software for those
 +software to communicate meaningfully with each other. By that, I mean,
 +the data points enable meaningful use of both the ILS software and the
 +ERM software, and [include][1]:​
 +
 +* purchase order number
 +* price
 +* start/end dates
 +* vendor
 +* vendor ID
 +* invoice number
 +* fund code
 +* invoice date
 +* selector
 +* vendor contact information
 +* purchase order note
 +* line item note
 +* invoice note (White Paper ...)
 +
 +[1]:​https://​old.diglib.org/​standards/​ERMI_Interop_Report_20080108.pdf
 +
 +That white paper contains a lot of interesting use cases, or stories,
 +from several major libraries, and these cases are rather interesting
 +reads. You're not required to read this paper, but I urge you at least
 +skim through it so you get a sense of how standards are created through
 +a process of comparing and contrasting and coordinating needs and
 +contexts among different entities. Link is in the transcript but also in
 +the reading, as well as the link to the actual [CORE protocol][2]:​
 +
 +[2]:​http://​www.niso.org/​workrooms/​core
 +
 +I really like these two readings by Anderson because they'​ve very
 +illustrative of the whole ERM process. If you're interested, visit the
 +issue these two readings are from and read the other parts that Anderson
 +has written.
 +
 +In short, this week's topic will also, if all goes well, help provide a
 +foundation for the remaining weeks, when we'll learn about and discuss
 +things like licensing and negotiation and evaluation and statistics in
 +more detail.
 +</​markdown>​
teaching/workflow.txt ยท Last modified: 2019/02/08 21:04 by seanburns