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Electronic Resource Management: project group report
 

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.

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    Electronic Resource Management: project group report Electronic Resource Management: project group report Presentation Transcript

    • Electronic Resource Management ERM Project Group 24 th January 2005
    • 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
    • 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
    • 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
    • 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
    • [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
    • [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
    • 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
    • [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
    • [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
    • [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
    • [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
    • Contact record may include:
      • Name of organisation
      • Name of Account rep
      • Phone
      • Email
      • Web page URL
      • Notes
    • [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
    • [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
    • [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
    • [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
    • [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
    • [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
    • [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
    • [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
    • [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
    • [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
    • 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
    • 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
    • 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!!!!
    • 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
    • … 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
    • Any comments or questions?