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The Quest for the Holy Grail:
Too Many ERM Systems is not enough!
Charleston Conference 2013
Stephanie Hess and Caryl Ward
Does the Grail exist?
The quest begins…
• Binghamton University (State University of New York)
– Premier public university of the Northeast with...
Scope of Collection
Bibliographer Perspectives
• Technical Services knowledge varies
from that of Public Services
– ILS/ Aleph
– Billing Cycle...
Politics, Politics
When gambling with hazards…
End-users’ information needs?
System functions & flexibility?
Ability to manipulate & export d...
One-Stop Shopping
• Administrative data
– Contacts
– User credentials

•
•
•
•
•
•
•
•

Alerts
Checklists
Cost data
Holdin...
Doubles: The Pros & Cons
ERM Essentials: Home Page
360 Resource Manager: Home Page
"A close look at something, so close
it's too much of not enough.”
Standards: COUNTER v. Non-COUNTER

Non-COUNTER = Non-Standard
www.projectcounter.org/

www.niso.org/workrooms/sushi/reports/
Beware the Jabberwock!
• Populating the Data Retrieval Service form
– Manually key
– Export form and merge with existing s...
Know thy content provider!

**Different users require different report types and formats
SUSHI Delight
Vendor Metadata Statistics

Use to create unique data sets
(COUNTER or Non-COUNTER)
360 Usage Statistics
** PivotLink to be replaced by Intota
Assessment in December 2013/ January 2014
Click-through Statistics: Title and Database (Holdings)

Report views for data analysis/
manipulation, chart/ graph
creati...
Click-through Statistics: Title and ISSN
Search and Browse Reports: Subject Search
360 Counter: Home Page
Ye Olde Batch Uploading
Project COUNTER Pickiness
Interpreting Load Messages
“I have no quarrel with you, good Sir Knight.”
Success!
Avaunt, Black Knight!
Identifying Mismatches
Report Load Summary
360 Counter Consolidated Reports

Create customized searches/ Filter by provider(s), resource(s), report type, dates

Seri...
Palgrave Macmillan: Journal Report 1 (R3)
100 Most Expensive Journals Based on Cost-Per-Use (2012-2013)
Summary: The Voyage to Avalon
• Lots of work remaining
– Determining priorities for effective triage

• Project-based appr...
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The Quest for the Holy Grail: Too Many ERM Systems Are Not Enough!

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Caryl Ward (speaker), Margo Duncan (speaker), Stephanie Hess (speaker), Tiffany LeMaistre (speaker)

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The Quest for the Holy Grail: Too Many ERM Systems Are Not Enough!

  1. 1. The Quest for the Holy Grail: Too Many ERM Systems is not enough! Charleston Conference 2013 Stephanie Hess and Caryl Ward
  2. 2. Does the Grail exist?
  3. 3. The quest begins… • Binghamton University (State University of New York) – Premier public university of the Northeast with an enrollment of 15,000 students • Undergraduate, Graduate, and Doctoral programs – Arts and Sciences, Community and Public Affairs, Computer Science, Nursing, Graduate School of Education, Management, and Engineering • Public Services, Technical Services, &Web Services share interest in creating a central repository to support management of the entire eresource lifecycle – Tools to facilitate and track collaborative inter-departmental workflows – Ability to generate statistical, cost-per-use data
  4. 4. Scope of Collection
  5. 5. Bibliographer Perspectives • Technical Services knowledge varies from that of Public Services – ILS/ Aleph – Billing Cycles – Licensing Details • Desiderata – Quick and easy queries – Reports can be easily formatted to share with non-technical teaching faculty
  6. 6. Politics, Politics
  7. 7. When gambling with hazards… End-users’ information needs? System functions & flexibility? Ability to manipulate & export data? Future data migrations/ Exit strategy?
  8. 8. One-Stop Shopping • Administrative data – Contacts – User credentials • • • • • • • • Alerts Checklists Cost data Holdings ILL information Licenses & MOUs Statistics Technical data – IP ranges/ EZproxy links – Incident tracker
  9. 9. Doubles: The Pros & Cons
  10. 10. ERM Essentials: Home Page
  11. 11. 360 Resource Manager: Home Page
  12. 12. "A close look at something, so close it's too much of not enough.”
  13. 13. Standards: COUNTER v. Non-COUNTER Non-COUNTER = Non-Standard
  14. 14. www.projectcounter.org/ www.niso.org/workrooms/sushi/reports/
  15. 15. Beware the Jabberwock! • Populating the Data Retrieval Service form – Manually key – Export form and merge with existing spreadsheet prior to uploading into ERMS – Enable SUSHI (auto-harvesting)
  16. 16. Know thy content provider! **Different users require different report types and formats
  17. 17. SUSHI Delight
  18. 18. Vendor Metadata Statistics Use to create unique data sets (COUNTER or Non-COUNTER)
  19. 19. 360 Usage Statistics ** PivotLink to be replaced by Intota Assessment in December 2013/ January 2014
  20. 20. Click-through Statistics: Title and Database (Holdings) Report views for data analysis/ manipulation, chart/ graph creation, and file export icons appear at top of screen Filters specified by bibliographer are listed directly below icons Click on year or date to view monthly/ usage breakdown
  21. 21. Click-through Statistics: Title and ISSN
  22. 22. Search and Browse Reports: Subject Search
  23. 23. 360 Counter: Home Page
  24. 24. Ye Olde Batch Uploading
  25. 25. Project COUNTER Pickiness
  26. 26. Interpreting Load Messages
  27. 27. “I have no quarrel with you, good Sir Knight.”
  28. 28. Success!
  29. 29. Avaunt, Black Knight!
  30. 30. Identifying Mismatches
  31. 31. Report Load Summary
  32. 32. 360 Counter Consolidated Reports Create customized searches/ Filter by provider(s), resource(s), report type, dates Serials Solutions provides ‘canned’ searches for commonly asked questions in response to customer enhancement requests Vendor works with accrediting organizations to create ‘canned’ searches to answer questions re: e-resource allocations, expenditures, and usage.
  33. 33. Palgrave Macmillan: Journal Report 1 (R3)
  34. 34. 100 Most Expensive Journals Based on Cost-Per-Use (2012-2013)
  35. 35. Summary: The Voyage to Avalon • Lots of work remaining – Determining priorities for effective triage • Project-based approach – License details/ values – Cost data uploads from ALEPH – Reconcile cost-data from new SUNY financial system • Maintenance – SUSHI testing – On-site training & consultation scheduled for 11/21-11/22

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