Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame
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Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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The Hesburgh Libraries at the University of Notre Dame have committed to building a custom ERM system after several years of investigating vended solutions. This presentation will include the reasons ...

The Hesburgh Libraries at the University of Notre Dame have committed to building a custom ERM system after several years of investigating vended solutions. This presentation will include the reasons for our decision, the approach we are taking to building a custom solution, and why we think this is the best option available.

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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 Presentation Transcript

  • Can We Build It? Yes, We Can!Building an ERM solution at the University of Notre Dame Robin Malott, Benjamin Heet ER&L 2010 University of Notre Dame
  • 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… ER&L 2010
  • TheCrowded ERM ER&L 2010
  • 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” ER&L 2010
  • ERM System DevelopmentModular System Development• One component at a time• Each component specialized for it’s own task• Inter-connected, not inter- dependent ER&L 2010
  • ERM System DevelopmentAdvantages• Promotes collaboration• End users see progress quicker• Easier implementation ER&L 2010
  • ERM System DevelopmentDisadvantages• Important to have a strong framework and standards• Needs programmer on staff ER&L 2010
  • ERM System DevelopmentOur Approach• PHP and MySQL• Focus on workflow• Simplified interface design ER&L 2010
  • “Out of intense complexities, intense ”simplicities emerge.Winston Churchill ER&L 2010
  • Centralized Online Resources Acquisitions and CORALLicensing Data Mart Reporting Tool Usage Statistics Acquisitions Licensing Organization s Cancellation ER&L 2010
  • Data Mart Reporting Tool ER&L2010
  • The winding road• Datamart » Met reporting needs• Usage Statistics » Collection dev. priority• Licensing » Last hope for vended solution• Acquisitions ER&L 2010
  • 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 ER&L 2010
  • Override bad data…itIncludes archivehappens!reports ER&L 2010
  • - Logfile of uploadactivity- Link to original file ER&L 2010
  • ER&L 2010
  • ER&L 2010
  • 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 activestatus ER&L 2010
  • Search against license, document andprovider names ER&L 2010
  • Showing scanned license, viewChildren child amendment to primaryOpen thedocuments associated to parentlicenseterms/expressions ER&L 2010
  • ER&L 2010
  • Publisher X Journal CollectionPublisher X Un-named License Agreement ForAdd terms delivered to users via SFX Display many expressions as us, as Notes for external you’d like menu use ER&L 2010
  • Confidential License Agreement Compare expressions across all documents! ER&L 2010
  • Licensing Highlights• Keyword search• Expression comparison• Delivery of terms to users » ILL, Coursepacks, eReserves• Flexibility http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg » Customize fields » Track expressions of your choice ER&L 2010
  • 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 ER&L 2010
  • my folderin progress current queue ER&L 2010
  • personal queue mark complete ER&L 2010
  • Simplified View for Collection Managers ER&L 2010
  • Detailed View for Staff and Administrators ER&L 2010
  • Routing View ER&L 2010
  • send emailnotificationsthrough tool everyone involved in process ER&L 2010
  • Search ER&L 2010
  • Cancellation Highlights• Selector Initiation » Save to My Folder (for later)• Routing » Workflow queue » Notification alerts » In process status• Functionality / Infrastructure ER&L 2010
  • Acquisitions Module• Re-purpose, expand Cancellation » Product » Cost » Licensing » Routing » Organizations • Contacts, Account numbers, Support ER&L 2010
  • InProgress ER&L 2010
  • Organizations Module• Organizations Module?? » Organizations exist in each module • Publishers, providers, platforms, vendors, e tc • A logical link between systems » Parent / Child Organizations » Contact names for each organization• How do we organize that data? ER&L 2010
  • 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 Slides: http://www.library.nd.edu/eresources/downloads• Robin Malott » rmalott@nd.edu• Benjamin Heet » bheet1@nd.edu ER&L 2010