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 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
- 1. 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
- 2. What’s on tap for today? • Background » Our situation • Do It Yourself » Our approach • ERM Components » Modules ER&L 2010
- 3. 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
- 4. The Crowde d ERM ER&L 2010
- 5. 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
- 6. ERM System Development Modular System Development • One component at a time • Each component specialized for it’s own task • Inter-connected, not inter- dependent ER&L 2010
- 7. ERM System Development Advantages • Promotes collaboration • End users see progress quicker • Easier implementation ER&L 2010
- 8. ERM System Development Disadvantages • Important to have a strong framework and standards • Needs programmer on staff ER&L 2010
- 9. ERM System Development Our Approach • PHP and MySQL • Focus on workflow • Simplified interface design ER&L 2010
- 10. “ Out of intense complexities, intense ” simplicities emerge. Winston Churchill ER&L 2010
- 11. Centralized Online Resources Acquisitions and CORAL Licensing Data Mart Reporting Tool Usage Statistics Acquisitions Licensing Organization s Cancellation ER&L 2010
- 12. Data Mart Reporting Tool ER&L2010
- 13. The winding road • Datamart » Met reporting needs • Usage Statistics » Collection dev. priority • Licensing » Last hope for vended solution • Acquisitions ER&L 2010
- 14. 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
- 15. Override bad data…it Includes archive happens! reports ER&L 2010
- 16. - Logfile of upload activity - Link to original file ER&L 2010
- 17. ER&L 2010
- 18. ER&L 2010
- 19. 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
- 20. 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
- 21. Queue showing licenses with active status ER&L 2010
- 22. Search against license, document and provider names ER&L 2010
- 23. Showing scanned license, view Children child amendment to primary Open thedocuments associated to parent license terms/expressions ER&L 2010
- 24. ER&L 2010
- 25. Publisher X Journal Collection Publisher 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
- 26. Confidential License Agreement Compare expressions across all documents! ER&L 2010
- 27. 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
- 28. 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
- 29. my folder in progress current queue ER&L 2010
- 30. personal queue mark complete ER&L 2010
- 31. Simplified View for Collection Managers ER&L 2010
- 32. Detailed View for Staff and Administrators ER&L 2010
- 33. Routing View ER&L 2010
- 34. send email notifications through tool everyone involved in process ER&L 2010
- 35. Search ER&L 2010
- 36. Cancellation Highlights • Selector Initiation » Save to My Folder (for later) • Routing » Workflow queue » Notification alerts » In process status • Functionality / Infrastructure ER&L 2010
- 37. Acquisitions Module • Re-purpose, expand Cancellation » Product » Cost » Licensing » Routing » Organizations • Contacts, Account numbers, Support ER&L 2010
- 38. In Progress ER&L 2010
- 39. 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
- 40. Next Steps • Organizations - #1 • Acquisitions - #2 • CORAL Completion » End of summer (fingers crossed) • Why should you care? » Sharing » Development partner? ER&L 2010
- 41. The End Slides: http://www.library.nd.edu/eresources/downloads • Robin Malott » rmalott@nd.edu • Benjamin Heet » bheet1@nd.edu ER&L 2010
Editor's Notes
- Don’t put this slide in the version that I send in.