1. Christee Pascale, Associate Head,Acquisitions & Discovery, NCSU LibrariesBen Heet, TRLN Program Officer, TriangleResearch Libraries NetworkOutcomes:Benefits: Using an ERMS improvedthe workflow in several ways- Single point of entry for all non-Gobi orders- Staff receive personal queue ofwaiting orders- Automated email alerts- Single point of investigation whentracking orders- Standard format for orderrequests- All identified workflow weaknessesfixed- Comprehensive oversight for allnon-Gobi orders at all stages ofthe workflow- Overall transparency of processPitfalls: Using an ERMS did includesome hurdles- Need to train staff on new system- Adding another system to theworkflow- ERMS designed for other purposesand required a creativeapproach for monograph use- Additional work required of theunit manager to route requestsinto the systemNext Steps:- Identify enhancements for futuredevelopment- Prepare for shared use by bothserials and monograph units- Direct entry of order requests intosystem by selectorsImplementation:CORAL: Installed software andbegan short term pilot- Group and individual staff training- Monitor process and staff use ofsystem- Solicit feedback and identifyenhancementsNew Workflow:Incorporates both print andelectronic; both basic and priorityorders- Order requests from all sourcesrouted to unit manager- Requests transposed into coraland assigned to staff- Staff member receives email alertand request enters personalqueue- Staff member processes orderand marks completed workflowsteps in coral- Staff member adds order to ILS- Unit manager periodically reviewsopen and completed ordersProblems & Background:The Problem: Firm order requestsstarting outside Gobi are difficult tomanage and track.- Order requests received viamultiple avenues and formats- Selectors lack ability to look uporder status at given moment- Paper & emailed order requestsare easily lost or misplaced- Missed patron holds, failedcommunication back to patrons- Failed ebook activations, lack ofpatron access- Difficult for unit manager toreview open/problematic ordersWorkflow Analysis: Evaluated ouracquisitions process for both printand electronic materials- Evaluated process from point oforder intake to resource delivery- Identified points of weaknesswith current system and tools- Compared and contrastedserials and monograph orderworkflowsExploration: Considered andevaluated different system options- Other university-wide ticketingsystems; JIRA and Remedy- Google forms with Drivespreadsheet for data storage- CORAL electronic resourcemanagement systemUsing an ERMS to Facilitate theMonograph Firm Order Workflow