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Charleston 2012 - Get your ERM Affairs in Order
 

Charleston 2012 - Get your ERM Affairs in Order

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The session will start with a data and literature review of the current state of e-resource management. Results of recent library projects examining workflows in the interest of efficiency and better ...

The session will start with a data and literature review of the current state of e-resource management. Results of recent library projects examining workflows in the interest of efficiency and better services for patrons will be shared by presenters with deep experience with implementation of e-resource management systems. Finally, through examining examples of existing workflows and their value streams, the group will determine if specific workflow steps are adding value for patrons or just taking time.

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    Charleston 2012 - Get your ERM Affairs in Order Charleston 2012 - Get your ERM Affairs in Order Presentation Transcript

    • Get Your Affairs In OrderCharleston 2012Anne Prestamo, Oklahoma State UniversityPhyllis Kaiden, Serials SolutionsAshley Bass, Serials Solutions
    • TWEET: Conference hashtag is #Charleston12 Introduction Why we are here? Who we are?
    • ERM Delivers to Libraries DirectDATA Automated Management Results Centralization Librarian Saves time. money, Organization and makes better decisions Patron Workflow Access Communication to better information
    • The Data about Data Management Database and Package Details Admin Information Vendor Statistics Management Contacts Cost License Data
    • The Data about Data Management120% 100% 100%100%80% 80%60% 55%40%20% 0%Created custom Using Alert Collection Data Usage Statistics menus Feature
    • The Elements of Intota Web-scale Discovery Unified, intelligent workflows Knowledgebase Assessment Interoperable Developed and supported by Serials Solutions
    • Assessing ValueProcess for reviewing an e-resource subscription: Current State at Oklahoma University by Anne Prestamo ERM state- Benefits of using ERM to get your affairs in order Future state-Next-generation library platform builds on your orderly ERM
    • Current State of Review Process Dean or Digital Library Admin Collection Vendor Services Director Staff Development Provide Confirm Request renewal costs and review price terms Analyze usage and titles Renew YesIs 80% usage from 20% of titles?Is A&I content indexed Yes Noelsewhere? Cost Renew okay? CancelPaying a lot for unused titles? ?Better to subscribe to individualtitles? NoHow accessible is content? Spread-Are there other providers? Communicate Assess sheet: 5 to content year Stakeholders trends
    • How will this process benefit from ERM? Workflow Tools
    • ERM State of Review Process Dean or Digital Library Admin Collection Director Vendor Services Staff Development Provide Confirm Current TOU in Request renewal costs and 360 RM review price terms Cost information Track notes 360 RM and notify via Find contact Analyze Historical and status change information in YTD stats and usage and CPU available in in 360RM 360 RM titles 360 Counter Renew YesNotify through Yes Nostatus change Cost Renew okay? Cancel in 360 RM ? No Change status and Title, overlap and Spread- add notes 360 RM other information Communicate (track historical info Assess sheet: 5 available in Serials to and update Solutions KB/360 content year discovery solutions) Stakeholders RM trends (some)
    • ERM State of Review Process Dean or Digital Library Admin Collection Director Vendor Services Staff Development Provide Confirm Current TOU in Request renewal costs and 360 RM review price terms Cost information Track notes 360 RM and notify via Find contact Analyze Historical and status change information in YTD stats and usage and CPU available in in 360RM 360 RM titles 360 Counter RenewNotify through Yesstatus change in 360 RM Cost Yes Renew No okay? Cancel ? No Change status and Title, overlap and Spread- add notes 360 RM other information Communicate (track historical info Assess sheet: 5 available in Serials to and update Solutions KB/360 content year discovery solutions) Stakeholders RM trends (some)
    • FindingsEfficiencies through: Data Management Services Consolidated Data Usage Data and CPU aggregation More work done in a single system, streamlined workflows and workflow tools Alerts Integration with discovery services Integration with discovery solutions Creation of a historical recordOutstanding inefficiencies: Need to consolidate information into a single report for communication Manual intervention required for information gathering, decision-making and routing Need to manage information for data gathering *ERMS aids the process but does not manage it*
    • The Value-Add of ERMERM aids the process but does not manage it Next-generation library platforms vary in approaches to this challengeIntota approach Knowledgebase eases the pain of gathering data Collection Analysis eases the reporting pain Interoperability eases pain of timely data Unified intelligent workflows ease the management pain Intota provides evidence-based customized workflows. Intota manages the process!
    • Future State of Review ProcessDean or Digital Library Admin CollectionDirector Vendor Services Staff Development Provide ConfirmRequest renewal costs and review System sends price terms System assesses alerts, tracks System costs, terms, notifications, reminds and Analyze usage, communication gets from usage and content, and decision vendor titles Renew recommend Yes s action, System produces triggers Cost reports for Yes Renew checklist okay? stakeholders for Cancel = RM data ? Renew/ Cancel No No Spread- Assess sheet: 5 Communicate to content Stakeholders year trends
    • The value of using ERM to prepareGet organized!Get centralized!Get ready for future state!
    • Thank youAnne Prestamo, Oklahoma State UniversityPhyllis Kaiden, Serials SolutionsAshley Bass, Serials Solutions