Transcript Lessons Learned in Getting Started with ERM

Lessons Learned in Getting
Started with ERM
Barb Anderson &
Marian Simonson
Introduction
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Who is the Cleveland Clinic Alumni Library?
Why we needed ERM
Why we chose Innovative’s ERM
ERM training & coverage load from III
Examples of records & clean-up
Questions
Cleveland Clinic Alumni Library
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Print, electronic, & media collections of
health/life sciences material only
Primary clients: physicians, physicians-in
training, nursing & allied health professionals
(and their support staff)
Primary use of collection: support patient
care & health sciences research
Why we needed ERM software
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Budget
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Administration
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Centralized location for usage statistics,
expenditures, vendors
Simplify reporting to Library Director
Management
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Better utilization of our WebOPAC
Back-up solution to Serials Solutions
Why we chose Innovative’s ERM
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Evaluated EBSCO, Innovative, and Serials
Solutions ERM software
Selected III ERM
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Cost comparable to other vendors
Integrated with our WebOPAC
Vested in III software including WAM
Able to use Serial Solutions data file to prepopulate e-journal holdings
Training & implementation available
Training preparation
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Downloaded file of holdings from Serials
Solutions & sent subset to III for testing
III loaded Millennium ERM & set up resource,
license & contact records
III pre-populated ERM with some 200
resource records from common vendors
ERM basic records
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Resource, contact & license
Many people stop here, but…
Coverage load extends the utility of ERM
III trainer made this step painless
Coverage load
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Downloaded our serials holdings from Serials
Solutions A-Z List (360 Core)
Edited downloaded file to remove our print
and non-health sciences journals –
remember– our collection consists of health
sciences material only
Saved edited file as two files to make it
easier to load
Coverage load reports
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3 reports are created:
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Coverage updates successful
Coverage resources partially updated
Coverage resources not updated
Be sure to save each report
Millennium Guide, Page #105993
What coverage load accomplishes
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Creates/updates bib records
Creates/updates checkin (holdings) records
Examples from our Milerm & OPAC
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Show records before & after coverage load
for:
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Resource
Bib
Checkin
Web OPAC
ERM topics covered so far
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Create, edit & update of
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Resource records
License records
Contact records
Screen shots of Millennium & Web OPAC
records related to ERM
Tying order records to resources
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Create order record for bib.
Resource record links to bib records using
the ‘related order’ function.
Milacq for serials started after ERM training.
Click ‘create report’ under Financial tab of
resource record to view payment &/or invoice
totals.
Usage statistics
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2 options:
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Manual import
Automatic import
Only investigated manual import so far
Importing usage statistics manually
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Obtain Counter JR1 report as xml file
From resource record, click usage statistics
tab.
Click “import” to bring statistics into
Millennium.
Converting XLS to XML
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Download/install Perl on local pc
Save perl script from Cornell on local pc
Follow conversion instructions at
http://www.library.cornell.edu/elicensestudy/u
sage/counter/jr12xml/
Reference: Millennium Page #106446
Viewing usage statistics
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On usage statistics tab of resource, click
“export”.
Results exported as an excel file.
Cost per use automatically calculated
annually
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Requires use of Milacq
For automatically imported statistics only
Haven’t tested this feature—can’t draw any
conclusions.
Clean-up tasks
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Entering order & invoice records for bibs
Linking orders to resources
Finish editing checkin records for each bib
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Delete overlapping
Update permanent checkin with vendor,location,
and library has data
Expand subjects for “Medicine and health”
Attach subjects to resources
Conclusions
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ERM –work in progress
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3 days of III training =
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Results and reports only as good as the data you
enter/import
3 library staff trained in ERM & Milacq
ERM resource records loaded & updated
Coverage data loaded
Resource, contact, license, acq templates created
Training = Indispensable, worth every $$
III documentation on CSDirect
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FAQs
Training Resources:
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ERM agenda
Quick Start Guide to ERM
Presentations at previous meetings
Service commitments if you’ve already
implemented ERM & want to make changes
Contact information
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Marian Simonson
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Barb Anderson
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216-445-7334, [email protected]
216-445-7347, [email protected]
Mailing address
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Cleveland Clinic Alumni Library
9500 Euclid Ave, NA30
Cleveland, OH 44195