NISO has released the Cost of Resource Exchange (CORE) Protocol (NISO RP-10-2010).

Here's an excerpt from the press release:

NISO is pleased to announce the publication of its latest Recommended Practice, CORE: Cost of Resource Exchange Protocol (NISO RP-10-2010). This Recommended Practice defines an XML schema to facilitate the exchange of financial information related to the acquisition of library resources between systems, such as an ILS and an ERMS.

CORE identifies a compact yet useful structure for query and delivery of relevant acquisitions data. "Sharing acquisitions information between systems has always been a difficult problem," said Ted Koppel, Agent Verso (ILS) Product Manager, Auto-Graphics, Inc. and co-chair of the CORE Working Group. "The rise of ERM systems made this problem even more acute. I'm glad that we, through the CORE Recommended Practice, have created a mechanism for data sharing, reuse, and delivery." Co-chair Ed Riding, Catalog Program Manager at the LDS Church History Library, added, "The CORE Recommended Practice provides a solution for libraries attempting to avoid duplicate entry and for systems developers intent on not reinventing the wheel. I look forward to the development of systems that can easily pull cost information from one another and believe CORE can help facilitate that."

CORE was originally intended for publication as a NISO standard. However, following a draft period of trial use that ended March 2010, the CORE Working Group and NISO's Business Information Topic Committee voted to approve the document as a Recommended Practice. This decision was in part based on the lack of uptake during the trial period as a result of recent economic conditions, and was motivated by the high interest in having CORE available for both current and future development as demand for the exchange of cost information increases. Making the CORE protocol available as a Recommended Practice allows ILS and ERM vendors, subscription agents, open-source providers, and other system developers to now implement the XML framework for exchanging cost information between systems. "I am pleased that CORE is now available for systems developers to begin using in order to facilitate the exchange of cost information between systems in a library environment," commented Todd Carpenter, NISO's Managing Director.

Indiana University has been awarded a $2.38 Million Grant from the Andrew W. Mellon Foundation for the Kuali OLE (Open Library Environment) project.

Here's an excerpt from the press release:

IU will lead the Kuali OLE (Open Library Environment) project, a partnership of research libraries dedicated to managing increasingly digital resources and collections. Together, these libraries will develop "community source" software that will be made available to libraries worldwide.

Kuali OLE (pronounced Oh-LAY) partners include Indiana University; Florida Consortium (University of Florida representing Florida International University, Florida State University, New College of Florida, Rollins College, University of Central Florida, University of Miami, University of South Florida and the Florida Center for Library Automation); Lehigh University; Triangle Research Libraries Network (represented by Duke University and North Carolina State University); University of Chicago; University of Maryland; University of Michigan; and the University of Pennsylvania.

Large academic research libraries such as these manage and provide access to millions of items, using software to track interrelated transactions that range from ordering and paying for items to loaning materials to library patrons.

As the nature of library collections expands to include more digital materials—including leased electronic journals and digitized photograph collections—libraries are increasingly interested in developing management software for these resources, said Interim Ruth Lilly Dean of University Libraries Carolyn Walters.

"Libraries now create, lease and share digital materials, but the systems in place for cataloging and tracking these items are based on print collections," said Walters. "With this project, we benefit from working together with a community of academic libraries that want to change the way that information is managed in the scholarly environment."

"Research libraries are in dire need of systems that can support the management of research collections for the next-generation scholar," said Robert H. McDonald, executive director for the project and IU's associate dean for library technologies. "This approach demonstrates the best of open-source software development, directed partnership resource needs, and a market of commercial support providers to truly align with the needs of research libraries within the higher education environment."

More than 200 libraries, educational institutions, professional organizations and businesses laid the groundwork for the Kuali OLE project by participating in the original OLE project, a design phase that was supported by an earlier grant from The Andrew W. Mellon Foundation and led by Duke University.

The University of Wisconsin-La Crosse Murphy Library has released ERMes v. 2009.05, an open source electronic resource management system. Iowa State University contributed code to the project.

Simon Fraser University Library's Linux-based reSearcher, which is widely used in Canada, is an open source software suite that includes:

• Citation Manager: "Citation Manager allows faculty, students and staff to quickly and accurately capture citations or references from library resources into their own personal, online database."
• CUFTS (serials management): "As a knowledgebase of over 375 fulltext resources, CUFTS provides Electronic Resource Management services, an integrated serials database, link resolving, and MARC records for your library."
• dbWIZ (federated searching): "dbWiz provides library users with a single interface for searching a wide range of library resources, and returns records in an integrated result listing."
• GODOT (link resolution): "Launched from a link embedded in your library's citation databases or other resources, GODOT provides direct links to your fulltext collections, using the CUFTS knowledge base, and also reveals holdings in your catalogue or in other locations."

A subcommittee of the Digital Library Federation’s Electronic Resource Management Initiative, Phase II has released White Paper on Interoperability between Acquisitions Modules of Integrated Library Systems and Electronic Resource Management Systems.

Here's an excerpt from the "Executive Summary":

The following white paper investigates interoperability between the acquisitions modules of integrated library systems (ILS) and electronic resource management systems (ERMS). The first section of the paper features four case studies: UCLA, Cornell University, the Tri-College Consortium of Bryn Mawr, Haverford, & Swarthmore Colleges, and the Library of Congress. Each case highlights the library’s institutional environment, consortium considerations, systems architecture (ILS, ERMS, and link resolver), and electronic resource workflows. . . .

The second part of the paper reports on conversations held with product managers and other relevant staff of the leading ERMS. . . .

The paper concludes with a recap of the general value of ILS/ERMS interoperability and some of the more significant barriers to achieving it. Finally, it is proposed that further discussions among stakeholders take place, and that these discussions focus on establishing agreement on a small set of elements for exchange and on the development of standard identifiers.

The LITA/ALCTS Electronic Resources Management Interest Group has established a mailing list (lita-erm@ala.org).

Here is a description of the IG from its home page:

Established in 2005. The purpose of the LITA/ALCTS Electronic Resources Management Interest Group is to promote and enable the exchange of information and discussion among librarians, publishers, electronic resource management system vendors and related service organizations concerning issues related to the management of electronic resources. The group will assist in developing appropriate and responsive systems and standards by fostering open and collaborative discussions and implementation issues.

The Digital Library Federation’s Electronic Resource Management Initiative Phase II Steering Committee has released a draft white paper on the interoperability of ILS acquisition modules and electronic resource management systems.

Here is the introduction:

Electronic resource management systems are becoming an important tool in many libraries. Commercial ERMS development has been driven in part by the lack of accommodation within integrated library systems for elements specific to electronic resources. Financial aspects of acquiring e-resources, in particular, necessitate recording an array of data not suited to ILS acquisitions modules. Unlike other data recorded in an ERMS such as licensing and administrative terms, a moderate percentage of acquisitions data is redundant, being populated in ILS during the acquisitions process, while also being accommodated within ERMS in accordance with the data structure detailed in Electronic Resource Management: Report of the DLF Electronic Resource Management Initiative (Digital Library Federation, 2004). ERMS implementers are eager to automate the process by which acquisitions data move from their ILS into their ERMS. This interest has grown substantially over the past few months as the prospect of connecting financial data to usage statistics has been facilitated through the Standardized Usage Statistics Harvesting Initiative (SUSHI), a NISO draft standard.

This white paper describes workflows at four libraries; reports on conversations held with product managers and other relevant staff of the leading ERMS; summarizes common themes; and suggests next steps. The paper is a draft for comment; it is hoped that those with interest in this area will provide insight to further this investigation.