Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame
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Transcript of Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame
Can We Build It? Yes, We Can!Building an ERM solution at the University of
Notre Dame
Robin Malott, Benjamin HeetER&L 2010
University of Notre Dame
ER&L 2010
What’s on tap for today?
• Background»Our situation
• Do It Yourself»Our approach
• ERM Components»Modules
ER&L 2010
About Us
• What we’ve got»CEP (checklist for electronic products)
database
• What we want»What everybody wants…to be loved?»No, a working ERM
• Where we’ve looked»Here, there, everywhere»What we found…
NEEDS IMPROVEMENT
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TheCrowd
ed ERM
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If you build it…
• Why build it?»Not our first choice»Meeting priorities• Flexibility, workflows, selector
initiation, and more
»Modular units, modular system• “Just show me the information I need
to do my job”
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ERM System Development
• One component at a time• Each component specialized for it’s own task• Inter-connected, not inter-dependent
Modular System Development
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ERM System Development
• Promotes collaboration• End users see progress quicker• Easier implementation
Advantages
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ERM System Development
• Important to have a strong framework and standards• Needs programmer on staff
Disadvantages
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ERM System Development
• PHP and MySQL• Focus on workflow• Simplified interface design
Our Approach
ER&L 2010
Out of intense complexities, intense
simplicities emerge.Winston Churchill
“”
ER&L 2010
Centralized Online Resources Acquisitions and Licensing
Data Mart Reporting Tool
Usage Statistics
Licensing
Cancellation
CORAL
Acquisitions
Organizations
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Data Mart Reporting Tool
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The winding road
• Datamart»Met reporting needs
• Usage Statistics»Collection dev. priority
• Licensing»Last hope for vended solution
• Acquisitions
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Usage Statistics Module
• Need a better way to manage»Pay someone else »Build our own
• What is important to us?»Less time gathering stats»Find out what the numbers mean
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Includes archive reportsOverride bad data…it happens!
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- Logfile of upload activity- Link to original file
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Statistics Highlights
• Avoiding junk in, junk out»HTML vs PDF• Springer vs ScienceDirect
»Outliers• Use spikes, fair or personal archiving
»General bad data• Missing/incorrect issn, duplicate data
ER&L 2010
Licensing Module
• Datamart, Statistics – Done• Still looking for vendor ERM»Licensing as last straw
• Opportunity knocks»Law student with programming
skills
• OK, let’s build this one too»Final commitment to local
development made
ER&L 2010
Queue showing licenses with active status
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Search against license, document and provider names
ER&L 2010
Open the scanned license, view terms/expressionsChildren documents associated to parent licenseShowing child amendment to primary license
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Publisher X Journal CollectionPublisher X
Un-named License Agreement
Add as many expressions as you’d likeDisplay Notes for external use
For us, terms delivered to users via SFX menu
ER&L 2010
Compare expressions across all documents!
Confidential License Agreement
ER&L 2010
Licensing Highlights
• Keyword search• Expression comparison• Delivery of terms to users» ILL, Coursepacks, eReserves
• Flexibility»Customize fields»Track expressions of your choice
http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg
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Cancellation Module
• Datamart, Usage, Licensing – Done
• The Nitty-Gritty»Needs assessment»Focus Groups
• Wow, that’s a big project!»Start small»Redesign cancellation system as
proof of concept
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current queue
my folder
in progress
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personal queuemark complete
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Simplified View for Collection Managers
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Detailed View for Staff and Administrators
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Routing View
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send email notificatio
nsthrough
tool
everyone
involved in
process
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Search
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Cancellation Highlights
• Selector Initiation»Save to My Folder (for later)
• Routing»Workflow queue»Notification alerts» In process status
• Functionality / Infrastructure
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Acquisitions Module
• Re-purpose, expand Cancellation»Product»Cost»Licensing»Routing»Organizations• Contacts, Account numbers, Support
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In Progress
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Organizations Module
• Organizations Module??»Organizations exist in each module• Publishers, providers, platforms,
vendors, etc• A logical link between systems
»Parent / Child Organizations»Contact names for each
organization
• How do we organize that data?
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Next Steps
• Organizations - #1• Acquisitions - #2• CORAL Completion»End of summer (fingers crossed)
• Why should you care?»Sharing»Development partner?
ER&L 2010
The End
• Robin Malott» [email protected]
• Benjamin Heet»[email protected]
Slides: http://www.library.nd.edu/eresources/downloads