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Electronic Resource Management: project group report

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Training presentation on the work of the ERM Project Group, January 2005.

Training presentation on the work of the ERM Project Group, January 2005.

Published in: Technology, Economy & Finance
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  • 1. Electronic Resource Management ERM Project Group 24 th January 2005
  • 2. 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
  • 3. 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
  • 4. Enhanced Database Structure [Bibliographic Record] Agricultural Economics [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
  • 5. Enhanced Database Structure [Bibliographic Record] Agricultural Economics [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 [E-Resource Database] Vendor, Licence, Resource Info etc
  • 6. [Bibliographic Record] Agricultural Economics [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 7. [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 8. 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
  • 9. [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 10. [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 11. [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 12. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 13. Contact record may include:
    • Name of organisation
    • Name of Account rep
    • Phone
    • Email
    • Web page URL
    • Notes
  • 14. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 15. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 16. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure
  • 17. [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Vendor Record] Contacts [Resource Record] Science Direct [Order Record] Payments [Resource Record] EbscoHost : Electronic Journals Service
  • 18. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service
  • 19. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service
  • 20. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service
  • 21. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service
  • 22. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service
  • 23. [Vendor Record] Contacts [Resource Record] Science Direct [Bibliographic Record] Agricultural Economics [Checkin Record] 1975 - Present [Order Record] Payments [Bibliographic Record] Archives of Brain Studies [Bibliographic Record] Methods in Spectroscopy [Checkin Record] 1975 – 2001 [Checkin Record] Vol. 65 - [Checkin Record] 1998 - Present Enhanced Database Structure [Resource Record] EbscoHost : Electronic Journals Service [Licence Record] Licence Details
  • 24. 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
  • 25. 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-Mar
    • Phase 2 – Apr – Summer
    • Sept 2005
  • 26. 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!!!!
  • 27. 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
  • 28. … 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
  • 29. Any comments or questions?

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