Electronic Resource Management: project group report

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Electronic Resource Management

ERM Project Group

24th January 2005

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What is ERM?

ERM is a new Innopac module which will allow us to manage our ejournal and database subscriptions more effectively by:

– Bringing information together in one place

– Providing better tools for managing subscriptions

– Providing via the OPAC all the information which customers need to use ejournals

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Programme for today

Demonstrate the OPAC interface (Pam)

Outline the changes in the III system to support this (Rod)

Demonstrate staff access via Millennium (Louise)

Outline the project timetable (Michael)

Comments and questions

[Bibliographic Record]Agricultural Economics

Enhanced Database Structure

[Bibliographic Record]Archives of Brain Studies

[Bibliographic Record]Methods in Spectroscopy

[Checkin Record]1975 – 2001

[Checkin Record]Vol. 65 -

[Checkin Record]1998 - Present

Traditional Record Relationships








Traditional Record Relationships

[E-Resource Database]Vendor, Licence, Resource Info

etc

[Resource Record]

Science Direct








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Resource record may include:

Resource status Name of access provider Renewal date Format of resource (e.g. HTML, PDF) Web link to the provider’s home page Link to User guide Public note Staff notes & Administrative data Usage statistics

[Resource Record]

Science Direct








[Resource Record]

Science Direct


[Order Record]Payments







[Vendor Record]Contacts

[Resource Record]

Science Direct









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Contact record may include:

Name of organisation Name of Account rep Phone Email Web page URL Notes


[Resource Record]

Science Direct












[Resource Record]

Science Direct







Enhanced Database Structure[Resource Record]

EbscoHost : Electronic Journals Service


[Resource Record]

Science Direct












[Resource Record]

Science Direct











[Licence Record]Licence Details

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Licence record may include:

Maximum concurrent use (999 means unlimited) Is there off-campus access for Leeds staff/students? Is use by externals permitted? Link to our secure password page Link to web page of standard licence conditions Terms of use notes e.g. for Course packs, ILL, etc. Information about archival access Other staff notes

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Outline implementation

Configure– Record structure– OPAC

Test– Millennium– OPAC– Coverage database

Input– Resource / licence

details– Titles

Full service

Oct – Nov 2004

Nov – Jan 2004>today’s demo

Phase 1 – Jan-MarPhase 2 – Apr – Summer

Sept 2005

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What precisely is involved?

Create resource record with details of the supplier - essential

Create licence record with details of authentication method, no. of users, etc.

Link existing checkins to resource record

Load titles into coverage database

And … CHECK IT ALL!!!!

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Impact on customers …

2 differing styles in OPAC during the input period, depending on supplier

Brief disruption to an individual supplier while data is migrated – but large/complex suppliers will be left till Summer vacation

Much fuller information available for migrated suppliers

Full information available in OPAC, rather than external listings and databases

Additional journals available for WebBridge OpenURL linking

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… and for staff

Important to use Millennium not telnet to view ejournal holdings

Millennium provides a focus for all information, currently dispersed between Innopac, web pages and Intranet

Easy to distinguish new from old

And finally … please bear with us as we manage a very complex migration

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Any comments or questions?

Electronic Resource Management: project group report

Technology

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