Transcript Implementing ERMs: Opportunities and Challenges

ERM Implementation
at UNC Wilmington’s
Randall Library
Dan Pfohl, Associate University Librarian for Computing
Services
Arlene Hanerfeld, Associate University Librarian for
Technical & Collection Services
Rebecca Kemp, Serials Supervisor
August 28, 2007
Regional Center
Pembroke, NC
What is ERM / what does ERM do?
Central database to hold information about eresources
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Contact record
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Resource record
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Resource name, URL, administrative info, resource
format, resource advisory, usage statistics
License record
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Company name, address, contact name, address,
phone, e-mail
Authentication method, number of concurrent users,
perpetual access, permitted & restricted usage
Coverage information and usage information
Why use ERM?
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Gather information into one central location
Present journal coverage in catalog
Link from journal title to provider title
Show in the catalog which resources may / may not
be ILL-ed
Track negotiations about resources (e.g., trials)
Manage incidents for resources (e.g., outages)
Manage SSL, domain name subscriptions
Interface with WebBridge?
What does it look like in the catalog?
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Here’s a preview of what we’ll be talking
about for the next few hours...
American Imago in UNCW’s catalog
Consortial ERM Implementation
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How ERM implementation differs for a single
site vs. a consortium
Consortial meetings to discuss decisions that
affect all concerned parties.
Getting started:
Making Decisions (UNCP & FSU)
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UNCP implementation plans
FSU implementation plans
Getting started: Making Decisions
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Assigning values to customizable fixed length
and variable length fields
Deciding what will be displayed in OPAC
Deciding whether to continue to use bib records
for e-resources, or just resource records, or
some combination
Getting started: Making Decisions (cont’d)
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Should resource name should be indexed?
Where to attach order records – bib record or
resource record?
Coverage Load: Brief Bib vs. Full MARC Record
Making Decisions:
Resource fixed-field codes
Making Decisions:
Resource variable-field codes
Getting Started: ERM Resources
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Millennium Manual
 Link from Millennium or
 http://csdirect.iii.com/documentation/references/
CSDirect http://csdirect.iii.com/
 Presentations (by Innovative staff)
 FAQ’s - ERM
 Tutorials - CASE
Innovative Users Group website
 http://www.innopacusers.org/
 Includes IUG Clearinghouse and presentations
Getting Started: ERM Resources, cont’d.
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ERM listserves
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[email protected]
Listserv archives:
http://listserv.iii.com/read/?forum=erm
WebEx training with Innovative staff
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Entitled to 1 session
Getting Started: Organizing information
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Documentation for the choices we have
made
Keeping together information sources
(recommend keeping a binder)
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Manual
other people’s presentations
meeting minutes
relevant listserv posts
ERM Record Relationships
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Arlene, can you find the image that you had
in mind for the different record relationships?
UNCW’s Contact Record
UNCW’s Resource Record
ERM Quick Start Resource Record
Supplied by Innovative
Science Direct Resource Record
Tickler Logs
Email Tickler
UNCW’s License Record
ERM Records, Multi Line Field Labels
Useful for prompted input, ease of
reading, formatted output.
Innovative must define field as multi line,
OR
Coordinator can define, if ASAA trained.
Set up in MilAdmin | ASAA | Multi line field labels
ERM Records, Multi Line Field Labels:
ERM Records, Multi Line Field Labels:
ERM Records, Multi Line Field Labels:
Notes:
Creation of and changes to multi line profile are
not retroactive!
Must start new MilERM session to see changes.
Always enter VENDOR NAME for the LABEL 1
element of the vendor record ADDRESS1 field.
ERM Records,
Multi-Value Variable-Length Fields:
Useful for profiling specific text
– aids consistent OPAC display
– Aids in data input and retrieval
Innovative must define field as multi-value.
Local user must have authorization for function
686 to edit values.
Edit values in – MilERM or MilAdmin
Admin | Parameters | ERM
ERM Records,
Multi-Value Variable-Length Fields:
ERM Records,
Multi-Value Variable-Length Fields:
ERM Records,
Multi-Value Variable-Length Fields:
Notes:
Must start new MilERM session to see changes.
Use semi-colon (;) to add multiple entries to
single field.
Break For Lunch.
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We’ll continue after we return with live
demonstrations.
OPAC display:
OPAC display, continued:
OPAC display, continued:
OPAC display, continued:
Webpub.def determines
which fields can display
and the order in which
they display.
Entry syntax explained
at #106853
#ERM Record on bib display
e|t|||Resource Name||e|
e|x|||Alternate Resource Name||e|
e|e|||Description||e|
e|u|||Trial Information||e|
e|g|||User Support||e|
e|f|||Public Note||e|
#e|s|||Pricing & Payment||e|
e|w|||||e|
e|v|||Resource Type||e|
e|b|||Resource Format||e|
e|h|||Coverage||e|
#
OPAC display, continued:
Resource_display.html controls the display (layout) of resource
records.
<div id="infoTable">
<div style="text-align:right;font-size:85%;padding-right:5px;">
<!--{pager}-->
</div>
<!--{recordinfo:#}-->
<div style="padding:2px 0px 2px 25px;width:95%;">
<!--The following div was commented out 6/12/2007 when the record
link token was moved to the sidebaContent area-->
<!--<div style="float:left;width:50%"> -->
<!--<!--{recordlink}-->
<!--</div> -->
OPAC display, continued:
Tokens:
Examples on handouts
Bib_display.html tokens listed at #106854
Resource_display.html tokens listed at
#107106
{holdings} in bib_display.html
{recordinfo} in resource_display.html
{recordlink} resource_display.html
OPAC display, continued:
CSS Files:
Styles.css and ie_styles.css
Selected styles on handout
Use Firefox plug-in (Firebug) to discover CSS
classes and values
.resourceBibEntry { color: #000000; background: #FFF8EF; textalign: left; }
.resourceBibHeader { color: #FFFFFF; background: #00437f;
font-weight: bold; text-align: left; }
.resourceInfoData { }
.resourceInfoLabel { background: #FFF8EF; font-style: italic; }
OPAC display, continued:
.resourceBibEntry { color: #000000; background: #FFF8EF; text-align:
left; }
.resourceBibHeader { color: #FFFFFF; background: #00437f; fontweight: bold; text-align: left; }
.resourceInfoData { }
.resourceInfoLabel { background: #FFF8EF; font-style: italic; }
.resourceLicense { }
.resourceLicenseEntry { color: #000000; background: #FFF8EF; textalign: left; }
.resourceLicenseHeader { color: #FFFFFF; background: #00437f; fontweight: bold; text-align: left; }
OPAC display, continued:
Web Options for ERM:
•BIB_LICENSE_FIELDS
•BIB_LICENSE_FIELDS_BRIEF
•BIB_RESOURCE_CAPTION
•BIB_RESOURCE_FIELDS
•BIB_RESOURCE_FIELDS_BRIEF
•BIB_RESOURCE_NUM_BRIEF
OPAC display, continued:
•ICON_BIB_RESOURCE_DETAILS
•ICON_RESOURCE_RECORD
•ICON_VIEW_ADDITIONAL_ITEMS
OPAC display, continued:
•RESOURCE_ADVISORY
•RESOURCE_HOLDINGS_FIELDS
•RESOURCE_HOLDINGS_MAX
•RESOURCE_LICENSE_FIELDS
OPAC display, continued:
•TABLEPARAM_BIB_LICENSE
•TABLEPARAM_BIB_RESOURCE
•TABLEPARAM_BIB_RESOURCE_BRIEF
•TABLEPARAM_RESOURCE_BIB
•TABLEPARAM_RESOURCE_LICENSE
•TABLEPARAM_RESOURCE_RESOURCE
Live Demonstration
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Building Contact, Resource, and License
Records
Using Create Lists
Usage Statistics
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Scholarly Stats
CASE coverage service description
Using Create Lists to Find UNCW
Resource Records
Statistical Reports
ERM Usage Statistics (from Ted Fons’
presentation) – Can only get CPU if you automatically
import statistics
Title Comparison Report
26 titles appear in more than 1 resource
New Procedure: Coverage Load
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How coverage load works, part I
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Configure spreadsheet conversion rules in ERM
Admin
Set up resource record for the desired resource, set
the Provider ID (and affiliation, for consortial
implementations)
Set up templates for creation of new checkins, brief
bibs during coverage load process
Obtain coverage spreadsheet from journal database
provider / use Serials Solutions coverage data
Format spreadsheet for coverage load
New Procedure: Coverage Load, cont’d.
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How coverage load works, part II
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Batch input spreadsheet data into ERM coverage load
module
Coverage load module creates and populates checkin
records for titles in spreadsheet (Matching algorithm
can be found in Manual page 106010)
Coverage information displays in the OPAC
Coverage load data is stored for future use in the
Coverage Edit database
Look at error report to see holdings that did not affix
properly, fix and re-run
Coverage Load, continued: Coverage
Spreadsheet Conversion Rules
Coverage Load, continued:
Coverage Spreadsheet Conversion Rules
Coverage Load, continued:
Checkin Record template
Coverage Load, continued:
Spreadsheet of holdings
Coverage Load Spreadsheet
Data Elements (part I)
See page 105561 of the manual
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PROVIDER (e.g., Blackwell)
ISSN (e.g., 1398-9995)
TITLE (e.g., Allergy)
URL (e.g., http://0-www.blackwellsynergy.com.uncclc.coast.uncwil.edu/openurl?genre=journal&stitle=ach
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ENUMCAPTION1 (e.g., v.)
ENUMSTART1 (e.g., 5)
ENUMCAPTION2 (e.g., no.)
)
Coverage Load Spreadsheet
Data Elements (part II)
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ENUMSTART2 (e.g., 1)
START_DATE (e.g., 1990)
ENUMEND1 (e.g., 10)
ENUMEND2 (e.g., 4)
END_DATE (e.g., 2000)
EMBARGO (e.g., 3 years)
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ALTLOOKUP (e.g., b19313305)
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Coverage Load, continued: Coverage Load
Coverage Load, continued: Error Report
Coverage Load, continued: Coverage Edit
Coverage Load, continued:
A finished checkin record
Coverage Load, continued:
Brief bibliographic record elements
UNCW’s Implementation:
OPAC display
UNCW’s Implementation:
OPAC display, continued
UNCW’s Implementation:
OPAC display, continued
Concluding thoughts: Workflow changes
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Division of labor at UNCW straightforward
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Dan Pfohl: maintains all the systems capabilities
and is our Innovative contact person
Arlene Hanerfeld: inputs all resource and license
records
Rebecca Kemp: maintains holdings information
and runs coverage load process
Concluding thoughts: Unexpected
challenges
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Purchasing an additional module to allow for
a consortium to use ERM software
Coverage load database issues
Time needed
CASE products
WebBridge in a consortium
Questions?
Discussion?
Thank you for attending!
Presenter Contact Information
Dan Pfohl
[email protected]
Arlene Hanerfeld
[email protected]
Rebecca Kemp
[email protected]