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NASIG 2012
Andrea Imre, Southern Illinois University Carbondale
 Developed at the University of Notre Dame’s Hesburgh
  Libraries
 1st module released in the Summer of 2010
 4 modules:
     Resources
     Licensing
     Organizations
     Usage Reports

 More info with technical documentation, download
  instructions, forum, listserv info at
  http://erm.library.nd.edu/
Budget:
 Materials budget: $5.6 million (FY11)
 Electronic resource expenditure: $4 million (FY11)



Staff with responsibilities for e-resources:

   Electronic Resources Librarian (ERL)
   3 Collection Development Librarians
   1 Acquisition staff
   1 Accounting staff
Commercial products:
        Voyager
        SFX (linkresolver, A-Z journal list, MARCit, UStats)
        EBSCONET
        Libguides (databases A-Z and subject guides)



Other Tools:
 Excel files
 E-mail
 Personal folders on computers
 Networked shared folders
 File cabinets
 Checking status of new orders (licensing, ordering,
    payment, access)
   Eliminating potential gaps in workflow
   Centralized database for vendor info
   Centralized database for licenses
   Web interface
   Easy tool to use
 Limited resources dedicated for ERM implementation
   Cost of a commercial ERM
   Staff
 Modular infrastructure allows phased-in implementation
 Web interface
 Workflow management
 Installed all modules: October 2011
 Licensing module
   Scanned in all paper licenses
   Uploaded all digital licenses
 Resources module
   Resource records for existing licenses
   New orders entered by collection development librarians after
    demo in March
   Records as renewals come up
 Organizations module
   Added related organization info for existing licenses and
    resources
 No annual fees/or subscription fees
 Easy installation
 Meets my library’s needs


 Centralized storage for e-resources contact
  information
 Organized license information
 Workflow management
 Simple interface
 It’s not a replacement of existing tools
 Staff buy-in
 Limited staff / time dedicated for implementation
 Manual data entry
 Duplicate data entry
 No customer service
 Rely on library systems staff and on listserv feedback
  for technical problems
 Establish workflow routines for renewals
 Share licensing data with staff/patrons via SFX
 Continue populating licensing, resources, and
 organizations modules
Andrea Imre
Southern Illinois University Carbondale
Morris Library
aimre@lib.siu.edu

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CORAL: Implementing an open source ERM

  • 1. NASIG 2012 Andrea Imre, Southern Illinois University Carbondale
  • 2.  Developed at the University of Notre Dame’s Hesburgh Libraries  1st module released in the Summer of 2010  4 modules:  Resources  Licensing  Organizations  Usage Reports  More info with technical documentation, download instructions, forum, listserv info at http://erm.library.nd.edu/
  • 3. Budget:  Materials budget: $5.6 million (FY11)  Electronic resource expenditure: $4 million (FY11) Staff with responsibilities for e-resources:  Electronic Resources Librarian (ERL)  3 Collection Development Librarians  1 Acquisition staff  1 Accounting staff
  • 4. Commercial products:  Voyager  SFX (linkresolver, A-Z journal list, MARCit, UStats)  EBSCONET  Libguides (databases A-Z and subject guides) Other Tools:  Excel files  E-mail  Personal folders on computers  Networked shared folders  File cabinets
  • 5.  Checking status of new orders (licensing, ordering, payment, access)  Eliminating potential gaps in workflow  Centralized database for vendor info  Centralized database for licenses  Web interface  Easy tool to use
  • 6.  Limited resources dedicated for ERM implementation  Cost of a commercial ERM  Staff  Modular infrastructure allows phased-in implementation  Web interface  Workflow management
  • 7.  Installed all modules: October 2011  Licensing module  Scanned in all paper licenses  Uploaded all digital licenses  Resources module  Resource records for existing licenses  New orders entered by collection development librarians after demo in March  Records as renewals come up  Organizations module  Added related organization info for existing licenses and resources
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.  No annual fees/or subscription fees  Easy installation  Meets my library’s needs  Centralized storage for e-resources contact information  Organized license information  Workflow management  Simple interface
  • 15.  It’s not a replacement of existing tools  Staff buy-in  Limited staff / time dedicated for implementation  Manual data entry  Duplicate data entry  No customer service  Rely on library systems staff and on listserv feedback for technical problems
  • 16.  Establish workflow routines for renewals  Share licensing data with staff/patrons via SFX  Continue populating licensing, resources, and organizations modules
  • 17. Andrea Imre Southern Illinois University Carbondale Morris Library aimre@lib.siu.edu

Editor's Notes

  1. Voyager since 2003SFX since 2006CARLI RFP for ERM 2008-2009
  2. ERL & acquisition staff member entered most data initially
  3. 127
  4. 83 licenses added so far
  5. 127 resources (some packages among these)