Staff in libraries around the world locally track serials and e-resources in an effort to provide users with access to information. What is subscribed to; which titles are available through which publishers/aggregators; and dates local users have access to. Libraries invest considerable resources maintaining bibliographic, license and coverage information. Have you ever wondered if it is feasible to share bibliographic records and license records with other libraries? What if publishers and vendors updated title lists and coverage details? In 2012, the University of Nebraska Omaha decided to implement a cloud-based discovery platform that manages collection materials in a global environmentWorldShare Management System (WMS) & WorldCat Local (WCL). There is no longer a catalog, only local access to global records. Attend this session to learn how UNO transitioned from a traditional ERMs to global e-resource management. Find out what it means to have real-time metadata updates, coverage data and title lists updated by publishers/vendors and how to reap the benefits of global license record templates. This session will also discuss the lessons learned and best practices for preparing library staff for this radical shift in e-resource management as we boldly go where few have gone before. Presenters: Rene Erlandson, Director of Virtual Services, University of Nebraska Omaha Jeff Kuskie, Electronic Resources Manager, University of Nebraska Omaha

2. WHERE WE’RE GOING TODAY:
•CONTEXT
•GLOBAL ASPECTS
•AUTOMATED FEATURES E-RESOURCE
MGT FEATURES
•STREAMLINE PROCESSES
•PROS/CONS

3. UNIVERSITY OF NEBRASKA OMAHA
• Metropolitan University
• 15,000+ Students
• Criss & UNO-Kaneko Libraries
• 1.2M vols.

4. MIGRATION
• OLD SYSTEM: III MILLENNIUM/ENCORE
• NEW SYSTEM: OCLC WMS
• AUGUST 2012
• LIVE MARCH 1, 2013
• 1M+ E-RESOURCE TITLES
• 100 LICENSE AGREEMENTS

5. TRADITIONALERESOURCEMANAGEMENT(ILS/ERMS/ETC)
• VENDOR (S)
• ILS
• DISCOVERY
• ERM
• LINK RESOLVER
• A-Z LIST
• REMOTE ACCESS AUTHENTICATION
• LOCALLY CREATED & MAINTAINED RECORDS
• MAY OR MAY NOT HAVE A BIB RECORD
• ERESOURCE RECORD
• ORDER INFO, BIB DATA, ACCESS INFO, ADMINISTRATIVE INFO, CHANGE INFO, COVERAGE DATA,
STATS, CONTACT INFO, LICENSE INFO.

6. GLOBAL ERESOURCE MANAGEMENT
• UNIFIED FRAMEWORK = WMS
• ILS, DISCOVERY, ERM, LINK RESOLVER, A-Z LIST
• GLOBAL FILES:
• VENDOR/CONTACT INFO,
• RESOURCE METADATA
• LICENSE INFO
• AUTOMATED METADATA & COVERAGE UPDATES
• COOPERATIVE DATA MANAGEMENT CAPABILITIES

7. WMS: GLOBAL ASPECTS
• META DATA/BIB DATA
• ACQUISITIONS MANAGEMENT
• ADMINISTRATIVE MANAGEMENT
• LICENSE MANAGEMENT

8. META DATA / BIB DATA

9. ACQUISITIONS MANAGEMENT Global Vendor Records

10. ADMINISTRATIVE MANAGEMENT Local Info

11. GLOBAL LICENSE MGT
• Derive local licenses from global templates
• License info viewable by staff
• Eventually will be able to make elements of license data
viewable publicly, if desired

12. General ProQuest
Electronic Product
License Agreement

13. Search to see if a license template exists

17. AUTOMATIC COVERAGE DATA WHERE TOBEGIN?
• PubGet WorldCat KB Holding
Program ( http://pubget.com/ )
• e-resource holdings tool
• How can it help you?

18. PubGet Librarian
Interface

19. Local collection maintenance history

20. Public view of
PubGet updated
resource in WCL

21. AUTO UPDATES
• OCLC: COLLECTION DATA
• PUBGET: HOLDINGS/COVERAGE
• EBL: PURCHASED TITLES
• EBL: DDA TITLES

22. STREAMLINE PROCESSES

23. UNIFIED PLATFORM
• ILS
• DISCOVERY
• KB / LM/ ERM
• LINK RESOLVER
• A-Z LIST

24. ADVANTAGES OF ERESOURCE MGT IN WMS
• UNIFIED SERVICE PLATFORM
• ACQUISITIONS/ADMINISTRATION/LISCENSE MGT ALL-IN-ONE
• SELECT/ACTIVATE DISCOVERY ACCESS IMMEDIATELY
• NO MORE MANUAL COVERAGE & MARC RECORD LOADS
• COMMUNITY PARTICIPATION IN DATA QUALITY ASSURANCE & MAINTENANCE

31. PREPARING 4 GLOBAL E-RESOURCE MGT
• GLOBAL DATA : DATA EVERYONE CAN SEE
• WHAT LOCAL DATA DO YOU NEED?
• WHO NEEDS ACCESS TO THAT DATA?
• GATHER ALL CREDENTIALS TO SUPPLY TO PUBGET
• BEGIN TO EDUCATE LIBRARY STAFF/FACULTY TO ACCEPT AUTOMATED COVERAGE/BIB DATA INFO

32. WISH-LIST FOR THE FUTURE
• “CENTRALIZED” ACCESS TO ERESOURCE DATA ELEMENTS WITHIN PLATFORM
• LICENSE RECORD SEPARATE TAB
• ORDER INFO SEPARATE TAB
• MORE RELATIONSHIPS WITH VENDORS LIKE EBL &PUBGET
• EVEN LESS MANUAL MAINTENANCE
• USAGE STATS DASHBOARD
• ABILITY TO LINK USAGE DATA TO COST DATA ELEMENT

33. CONTACT US @
RENEERLANDSON
RERLANDSON@UNOMAHA.EDU
JEFFKUSKIE
JKUSKIE@UNOMAHA.EDU