CORAL: Implementing an open source ERM
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NASIG 2012 Andrea Imre, Southern Illinois University Carbondale CORAL: Implementing an Open Source ERM
description
Presenter: Andrea Imre, Southern Illinois University Carbondale This session will focus on the benefits and challenges of implementing CORAL (Centralized Online Resource Acquisitions and Licensing), an open source ERM developed at the University of Notre Dame. CORAL offers libraries the option to reorganize their electronic resource management workflow and to collect information about their electronic resources into one central place without having to commit funding for a new library software from the ever shrinking library budget. CORAL currently includes four modules: licensing, resources, organization, and usage statistics. In addition to the challenges that are faced in any ERM implementation such as data collection, data preparation, staff buy in, etc., this session will address issues specific to using an open source software in an academic library.
Transcript of CORAL: Implementing an open source ERM
NASIG 2012
Andrea Imre, Southern Illinois University Carbondale
CORAL: Implementing an Open Source ERM
Developed at the University of Notre Dame’s Hesburgh Libraries
1st module released in the Summer of 20104 modules:
ResourcesLicensingOrganizationsUsage Reports
More info with technical documentation, download instructions, forum, listserv info at http://erm.library.nd.edu/
CORAL : Centralized Online Resource Acquisitions and Licensing
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 Librarians1 Acquisition staff 1 Accounting staff
SIUC background
Commercial products:Voyager SFX (linkresolver, A-Z journal list, MARCit, UStats)EBSCONETLibguides (databases A-Z and subject guides)
Other Tools:Excel filesE-mailPersonal folders on computersNetworked shared foldersFile cabinets
E-resource management prior to CORAL
Checking status of new orders (licensing, ordering, payment, access)
Eliminating potential gaps in workflowCentralized database for vendor info Centralized database for licensesWeb interfaceEasy tool to use
What we needed
Limited resources dedicated for ERM implementationCost of a commercial ERMStaff
Modular infrastructure allows phased-in implementation
Web interfaceWorkflow management
Why CORAL?
Installed all modules: October 2011Licensing module
Scanned in all paper licensesUploaded all digital licenses
Resources moduleResource records for existing licensesNew orders entered by collection development
librarians after demo in MarchRecords as renewals come up
Organizations moduleAdded related organization info for existing
licenses and resources
Process
Where we are now…
Licenses
Resources
Workflow Management
No annual fees/or subscription feesEasy installationMeets my library’s needs
Centralized storage for e-resources contact information
Organized license informationWorkflow managementSimple interface
Pros
It’s not a replacement of existing toolsStaff buy-inLimited staff / time dedicated for
implementationManual data entryDuplicate data entryNo customer serviceRely on library systems staff and on listserv
feedback for technical problems
Challenges
Establish workflow routines for renewalsShare licensing data with staff/patrons via
SFXContinue populating licensing, resources, and
organizations modules
Future plans
Andrea Imre
Southern Illinois University Carbondale
Morris Library
Contact
