THE QUEST FOR THE HOLY GRAIL: Closing the Circle of Spirituaity
The Quest for the Holy Grail: Too Many ERM Systems Are Not Enough!
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Transcript of The Quest for the Holy Grail: Too Many ERM Systems Are Not Enough!
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The Quest for the Holy Grail:Too Many ERM Systems is not enough!
Charleston Conference 2013Stephanie Hess and Caryl Ward
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Does the Grail exist?
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The quest begins…
• Binghamton University (State University of New York)– Premier public university of the Northeast with an enrollment of 15,000 students
• Undergraduate, Graduate, and Doctoral programs – Arts and Sciences, Community and Public Affairs, Computer Science, Nursing,
Graduate School of Education, Management, and Engineering
• Public Services, Technical Services, &Web Services share interest in creating a central repository to support management of the entire e-resource lifecycle– Tools to facilitate and track collaborative inter-departmental workflows– Ability to generate statistical, cost-per-use data
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Scope of Collection
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Bibliographer Perspectives
• Technical Services knowledge varies from that of Public Services– ILS/ Aleph– Billing Cycles– Licensing Details
• Desiderata– Quick and easy queries– Reports can be easily formatted to share
with non-technical teaching faculty
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Politics, Politics
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When gambling with hazards…
End-users’ information needs?System functions & flexibility? Ability to manipulate & export data?Future data migrations/ Exit strategy?
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One-Stop Shopping• Administrative data
– Contacts– User credentials
• Alerts• Checklists• Cost data• Holdings• ILL information• Licenses & MOUs• Statistics• Technical data
– IP ranges/ EZproxy links– Incident tracker
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Doubles: The Pros & Cons
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ERM Essentials: Home Page
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360 Resource Manager: Home Page
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"A close look at something, so closeit's too much of not enough.”
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Standards: COUNTER v. Non-COUNTER
R1 > R2 > R3 > R4
Non-COUNTER = Non-Standard
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www.projectcounter.org/ www.niso.org/workrooms/sushi/reports/
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Beware the Jabberwock!
• Populating the Data Retrieval Service form– Manually key– Export form and merge with existing spreadsheet prior to uploading into ERMS– Enable SUSHI (auto-harvesting)
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Know thy content provider!
**Different users require different report types and formats
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SUSHI Delight
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Vendor Metadata Statistics
Use to create unique data sets (COUNTER or Non-COUNTER)
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360 Usage Statistics** PivotLink to be replaced by Intota Assessment in December 2013/ January 2014
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Click-through Statistics: Title and Database (Holdings)
Filters specified by bibliographer are listed directly below icons
Report views for data analysis/ manipulation, chart/ graph creation, and file export icons appear at top of screen
Click on year or date to view monthly/ usage breakdown
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Click-through Statistics: Title and ISSN
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Search and Browse Reports: Subject Search
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360 Counter: Home Page
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Ye Olde Batch Uploading
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Project COUNTER Pickiness
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Interpreting Load Messages
Successful
Failed!
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“I have no quarrel with you, good Sir Knight.”
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Success!
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Avaunt, Black Knight!
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Identifying Mismatches
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Report Load Summary
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360 Counter Consolidated Reports
Vendor works with accrediting organizations to create ‘canned’ searches to answer questions re: e-resource allocations, expenditures, and usage.
Serials Solutions provides ‘canned’ searches for commonly asked questions in response to customer enhancement requests
Create customized searches/ Filter by provider(s), resource(s), report type, dates
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Palgrave Macmillan: Journal Report 1 (R3)
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100 Most Expensive Journals Based on Cost-Per-Use (2012-2013)
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Summary: The Voyage to Avalon
• Lots of work remaining– Determining priorities for effective triage
• Project-based approach– License details/ values– Cost data uploads from ALEPH– Reconcile cost-data from new SUNY financial
system
• Maintenance – SUSHI testing– On-site training & consultation scheduled
for 11/21-11/22