Ted Koppel

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Verde Cost Benefit Analysis

• Ted Koppel
• Verde Product Manager
• Taipei, June 2006

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Agenda

• Total Library Budget breakdown
• Growth of e-resources
• cost of e-resource management
• Aspects of e-resource mangement
• Evolution of cooperation
• What is different with an ERM ?

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e-Resource lifecycle
Renew
Selection
Acquisition
Trial
Access
Discovery
Decision

• Acquisitions
• Cataloging
• Access
• System-Management / IT
• Management
• Other departments
• Users

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Experience with ERM in Libraries

• Quantitative studies about library budgets in
  2000-2002 (e.g. PWC, Elsevier)
• Term ERM came in use
• First qualitative studies in 2004 and 2005
• Libraries replace first generation inhouse ERM
• First libraries to start working with Verde
• No quantitative ERM studies yet, too early

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Example Breakdown Library Budget
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Growth Trend of e-Resources

• Growth of E-journal collections
• Journals database
• 1995 gt few hundreds less than 100
• 2000 gt 5.000 approx. 250
• 2005 gt 40.000 approx. 1.000
• Percentage e-acquisitions in institutions
• Humbolt-Universität Berlin 15
• Universität Wien 30
• UB Paderborn 47
• European Central Bank 75
• Hoffmann La Roche 90

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Development of Personnel Scenarios

• Late 90s 1 person part-time
• Early 2000 1 person full time
• 2005 few people (content IT)
• Future gradually higher Percentage

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E-Resource Current trends

• More Aggregator- Archive packages
• More off-campus Access
• More E-books, series, major reference works
• More text / factual databases (e.g. Beilstein)
• More Courseware, slide/video-collections
• More service contracts (related / unrelated)
• More licensing models
• More consortia/national licensing
• Pay-per-use
• Transaction debit accounts

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What is improved with ERMS ?

• Increased quality and work processes
• Common explicit consistent data model
• Redundancy-free related data
• live integrating with other systems
• Documenting, tracking, time stamping activities
• collective long-term memory
• ERM makes library a more interesting partner for
  the enterprise (knowledge repository)
• i.e. data mining / harvesting
• Virtual learning environments

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Reducing Cost for Acquisition

• Making quicker smarter decisions
• Discover Availability
• Vendors, Interfaces
• Time coverage
• Collection Comparison
• Overlap
• Package assessment
• Additional Unique titles / cost
• Trial management, tracking analysis

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Characteristics of Cost Savings

• Initial System Investment
• Initial Setup Implementation
• Ongoing benefits
• Coping with growth (wth less staff growth)
• Offering better service integration
• More efficient content acquisition
• Title selection in consortia
• Optimization of retaining print
• Usage monitoring and cost evaluation (coming 2006)

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Improving Work Efficiency

• Multi-Site / Multi-Department Cooperation
• Workflows, Status-progression
• Lookup, Commenting etc.
• Interindividual information exchange
• Vacation
• Sick leave
• Need for delegation
• Person leaving institution
• New Staff
• Organizational changes

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Reducing Cost of System Maintenance

• More efficient use of information
• Awareness of license conditions
• Restrictions and enforcement
• Access management (IT-Integration)
• Reporting, Tracking, communiting and solving
  incidents
• Longterm Mainteinance of Archival rights
• Deduplication of work in feeding other systems
• A-Z
• LinkResolver
• Portals
• Etc.

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Verde ERM in three dimensions
Time (history)
e-Product info
Acquisitions
Multiple e-Product levels
Breadth of attributes
Multiple E-Product Levels
Access
Licensing
Costs
Trial Use
Administration
Usage
Constituents
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What Verde Isnt

• A bibliographic maintenance system
• A full scale acquisitions and payments system
• An OpenURL resolver
• An A-to-Z list provider
• A Public Access Catalog
• An Interlibrary Loan system
• A public interface
• However,
• Verde works with all of the above supplying ERM
  information to those applications

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And lower levels inherit
e-Product info
Every level can store
Acquisitions
Interface
Access
Licensing
Package
Attributes (management areas)
Costs
Trial Use
Constituent
Administration
Usage
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Thank You For Your Attention
Any Questions Please contact Ted Koppel, Ex
Libris tedk_at_exlibrisgroup.com 1 617 332
8800