~ Andrea Langhurst, Tanya Prokrym

1. An Open Source, modularized ERM
A O S d l i d ERM
Demo at ALA Networking Uncommons, June 2010
Demo at ALA Networking Uncommons June 2010

2. 1.
2.

3. Before CORAL‐Licensing
 One shared drive of hundreds of agreements – difficult
to search and find and manage

4.  Started work, Summer 2009 with a review of selected
license agreements and test module
LLaunched current version, October 2009
h d i O b
 Rolled out internally, February 2010
 577 agreements loaded into CORAL‐Licensing, part of
t l d d i t CORAL Li i t f
290 license records and 270 providers
 As of June 23, 2010
 630 agreements loaded, 366 license records, 395
providers

5. Document status includes:
Complete –PDF available and selected terms have
PDF available and selected terms have
been pulled out for reference
Editing Expressions –selected terms in process
of being recorded
Document Only scanned license available at
Document Only –scanned license available at
this time (specific terms not isolated/loaded)
NLR –No License Required / available per
publisher/provider
Awaiting Document License PDF not yet
Awaiting Document –License PDF not yet
loaded

6. Main search box will search by license
hb ll hb l
record name, provider name (entity the
agreement is with), and license
document name (scanned PDF) name

7. Parent/Child Agreements
Similar functionality to show previously archived agreements also exists, agreements still
accessible but option to hide/show to keep the view clean, especially if many documents
under one record – to help user identify parent or main document versus child documents
or amendments or current agreements versus no longer active agreements – would click
to “show all...” to expand view of additional items.

8. Expressions Currently Tracking
 Authorized Users
 Confidentiality Clause List of licensing “expressions” or
 Coursepacks specific clauses currently tracked by
Notre Dame – CORAL-Licensing is
 eReserves flexible - this list can be expanded or
 ILL modified easily based on the needs
of a specific institution in the Admin
 Jurisdiction portion of the Licensing module
 Multi Year Term
 Post Cancellation Access
P t C ll ti A
 Third Party Archiving
 Also –“To Do” and General Notes section for internal
record keeping purposes

9. Agreement Name
A tN
Provider

10. Expression Comparison functionality allows
users to limit by any of the tracked
expressions types – to identify ideal and not-
so-ideal license terms or get a better
so ideal
understanding of terms across agreements

12. Admin screen continued from
previous screenshot –
example of how easy it is to
add to License Status, for
example, click “add new
status” to get a box to fill in
and you are ready t go!
d d to !

13. Using licensing data from CORAL
Links only work with ND logins –
screenshots of Terms Tool following,
 CORAL‐Licensing to show how we are using data from
CORAL-Licensing outside the tool to
display specific terms to ND users
 Coursepack and ILL Terms Tool – eJournal Locator
 Coursepack Terms tool (as of 5/20/10)
14 providers, 8055 titles – 3412 = coursepacks permitted
 ILL Terms tool (as of 5/20/10)
19 providers, 7385 titles subscribed titles + 7,591 EBSCO
ASP & BSC titles

14. Terms Tool example

16. Provider Name
P id N
Platform
Provider Name
Platform

18. Organization Data in CORAL
 Name
 Role
Publisher, Provider, Vendor
 Account Details
l
 Contacts – specific and general
 Issues
 Alternate names acronyms name changes
Alternate names, acronyms, name changes

19. Organization Relationships in CORAL
 Parent/child
 Licenses

20. Organizations – Search Window
Main search area searches by
name, role or contact name
OR an A Z list is available
OR an A‐Z list is available

21. Organizations within CORAL
Organizations related
to licenses

22. Organizations – Organization Window

23. Organizations – Contacts window
Named Contact
Unnamed Contact

24. Organizations – Accounts window

25. Organizations – Licensing window
link to license

26. Questions?
 Andrea Langhurst, Licensing/Acquisitions Librarian
langhurst.1@nd.edu
 Tanya Prokrym, Services Librarian for Electronic
Resources
tprokrym@nd.edu
 For more information: http://erm.library.nd.edu
http://erm.library.nd.edu