Transcript Implementing ERMs: Opportunities and Challenges

Implementing ERMs:
Opportunities and Challenges
Jeff Campbell, Systems Librarian, UNC Chapel Hill
Rebecca Kemp, Serials Supervisor, UNC Wilmington
2007 NC Serials Conference
The William and Ida Friday Continuing Education Center
Chapel Hill, NC
March 30, 2007
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, email
Authentication method, number of concurrent users,
perpetual access
Coverage information
Getting Started - UNCCH: The
Taskforce to form the Taskforce
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Cross-library/Divisional Taskforce:
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Health Science, Law, and Academic Affairs
Libraries
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Serials
Cataloging
Systems
Charge
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Developing a plan for implementation.
UNCCH: ERM Task Force
Recommendations
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A phased implementation
 Management (Client)
 OPAC View (Public)
 A to Z list
To form and charge a new committee
 ERM Advisory Committee.
 Cross-Library/Divisional
 Serials
 Cataloging
 Systems
Getting started - UNCW:
Making Decisions
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Assigning values to customizable fixed length and
variable length fields
What fields should be indexed
Deciding what will be displayed in OPAC
Deciding whether to continue to use bib records for eresources, or just resource records, or some
combination
For UNCCH: Brief Bib vs. Full MARC Record
Decision to use coverage load functionality- requires
further configuration
Meeting as a consortium to discuss decisions that affect
us all
Making Decisions: UNCW’s field codes
Making Decisions:
UNCW’s Contact Record
Making decisions:
UNCW’s Resource Record
Making Decisions:
UNCCH Resource Record
Making Decisions:
UNCW’s License Record
Making Decisions: UNCCH License
Record
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
Workflow Changes
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Division of labor at UNCW straightforward
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one librarian- all the licenses
Another librarian- all the systems capabilities and
information
RLK: coverage load (journal holdings) information
Workflow Changes, Continued
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A work in progress at UNCCH
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Currently under the process of adding and testing
existing resources to the ERM.
Will add new resources when purchased
Workload
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Graduate Student Employees
Library Staff
Training / Retraining
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Training ourselves:
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Learning how the different web OPAC displays
work, both in old OPAC and OPAC redesign
Learning how new coverage load works; different
before switch to ERM
When necessary, contacting the vendor Help
Desk for much needed instruction
Training others
New Procedure: Coverage Load
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How coverage load works:
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Obtain coverage spreadsheet from journal database
provider / use Serials Solutions coverage data
Format spreadsheet for coverage load
Batch input spreadsheet data into ERM coverage load
module
Coverage load module creates and populates checkin
records for titles in spreadsheet
Coverage information displays in the OPAC
Coverage load data is stored for future use in the
Coverage Edit database
Coverage Load, continued: Spreadsheet of
holdings
Coverage Load, continued: Coverage Edit
Coverage Load, continued:
A finished checkin record
UNCW’s Implementation:
OPAC display
UNCW’s Implementation:
OPAC display, continued
UNCW’s Implementation:
OPAC display, continued
UNCCH Implementation:
OPAC Display
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Currently Under Review
Decisions to be made:
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Resource Record
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Should Resource Display?
Should it be searchable?
Fields to display
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How much data from each record type?
Integration with already-existing practices
and resources
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Resource records and bib records
Vendor password spreadsheets – resource
records
Usage statistics procedures- UNCW has yet to
determine how to incorporate into ERM module
UNCW Librarian in charge of licensing will now
start the resource record and license record
during license approval process
UNCCH: Serial Solutions data
Unexpected Challenges
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Helping develop product, documentation with
our vendor; degree to which information is
gained by reading listserv postings rather
than by talking with vendor reps
Purchasing an additional module to allow for
a consortium to use ERM software
Coverage load database issues
Overlaying of records
Time needed
Questions?
Discussion?
Thank you for attending!
Presenter Contact Information
Jeff Campbell
216 Davis Library
Chapel Hill, NC 27599
Phone (919)962-1288
[email protected]
Rebecca Kemp
Randall Library
601 S. College Rd.
Wilmington, NC 28403
Phone (910) 962-7220
[email protected]