Electronic Resource Management: project group report

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

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Electronic Resource Management: project group report

  1. 1. Electronic Resource Management ERM Project Group 24 th January 2005
  2. 2. What is ERM? <ul><li>ERM is a new Innopac module which will allow us to manage our ejournal and database subscriptions more effectively by: </li></ul><ul><ul><li>Bringing information together in one place </li></ul></ul><ul><ul><li>Providing better tools for managing subscriptions </li></ul></ul><ul><ul><li>Providing via the OPAC all the information which customers need to use ejournals </li></ul></ul>
  3. 3. Programme for today <ul><li>Demonstrate the OPAC interface (Pam) </li></ul><ul><li>Outline the changes in the III system to support this (Rod) </li></ul><ul><li>Demonstrate staff access via Millennium (Louise) </li></ul><ul><li>Outline the project timetable (Michael) </li></ul><ul><li>Comments and questions </li></ul>
  4. 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. 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. 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. 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. 8. Resource record may include: <ul><li>Resource status </li></ul><ul><li>Name of access provider </li></ul><ul><li>Renewal date </li></ul><ul><li>Format of resource (e.g. HTML, PDF) </li></ul><ul><li>Web link to the provider’s home page </li></ul><ul><li>Link to User guide </li></ul><ul><li>Public note </li></ul><ul><li>Staff notes & Administrative data </li></ul><ul><li>Usage statistics </li></ul>
  9. 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. 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. 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. 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. 13. Contact record may include: <ul><li>Name of organisation </li></ul><ul><li>Name of Account rep </li></ul><ul><li>Phone </li></ul><ul><li>Email </li></ul><ul><li>Web page URL </li></ul><ul><li>Notes </li></ul>
  14. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 24. Licence record may include: <ul><li>Maximum concurrent use (999 means unlimited) </li></ul><ul><li>Is there off-campus access for Leeds staff/students? </li></ul><ul><li>Is use by externals permitted? </li></ul><ul><li>Link to our secure password page </li></ul><ul><li>Link to web page of standard licence conditions </li></ul><ul><li>Terms of use notes e.g. for Course packs, ILL, etc. </li></ul><ul><li>Information about archival access </li></ul><ul><li>Other staff notes </li></ul>
  25. 25. Outline implementation <ul><li>Configure </li></ul><ul><ul><li>Record structure </li></ul></ul><ul><ul><li>OPAC </li></ul></ul><ul><li>Test </li></ul><ul><ul><li>Millennium </li></ul></ul><ul><ul><li>OPAC </li></ul></ul><ul><ul><li>Coverage database </li></ul></ul><ul><li>Input </li></ul><ul><ul><li>Resource / licence details </li></ul></ul><ul><ul><li>Titles </li></ul></ul><ul><li>Full service </li></ul><ul><li>Oct – Nov 2004 </li></ul><ul><li>Nov – Jan 2004 </li></ul><ul><li>>today’s demo </li></ul><ul><li>Phase 1 – Jan-Mar </li></ul><ul><li>Phase 2 – Apr – Summer </li></ul><ul><li>Sept 2005 </li></ul>
  26. 26. What precisely is involved? <ul><li>Create resource record with details of the supplier - essential </li></ul><ul><li>Create licence record with details of authentication method, no. of users, etc. </li></ul><ul><li>Link existing checkins to resource record </li></ul><ul><li>Load titles into coverage database </li></ul><ul><li>And … CHECK IT ALL!!!! </li></ul>
  27. 27. Impact on customers … <ul><li>2 differing styles in OPAC during the input period, depending on supplier </li></ul><ul><li>Brief disruption to an individual supplier while data is migrated – but large/complex suppliers will be left till Summer vacation </li></ul><ul><li>Much fuller information available for migrated suppliers </li></ul><ul><li>Full information available in OPAC, rather than external listings and databases </li></ul><ul><li>Additional journals available for WebBridge OpenURL linking </li></ul>
  28. 28. … and for staff <ul><li>Important to use Millennium not telnet to view ejournal holdings </li></ul><ul><li>Millennium provides a focus for all information, currently dispersed between Innopac, web pages and Intranet </li></ul><ul><li>Easy to distinguish new from old </li></ul><ul><li>And finally … please bear with us as we manage a very complex migration </li></ul>
  29. 29. Any comments or questions?

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