An Open Source, modularized ERM            A  O    S        d l i d ERMDemo at ALA Networking Uncommons, June 2010Demo at ...
1.2.
Before CORAL‐Licensing One shared drive of hundreds of agreements – difficult  to search and find and manage
 Started work, Summer 2009 with a review of selected   license agreements and test moduleLLaunched current version, Octo...
Document status includes:Complete –PDF available and selected terms have              PDF available and selected terms hav...
Main search box will search by license           hb       ll      hb lrecord name, provider name (entity the agreement is ...
Parent/Child AgreementsSimilar functionality to show previously archived agreements also exists, agreements stillaccessibl...
Expressions Currently Tracking   Authorized Users   Confidentiality Clause      List of licensing “expressions” or   Co...
Agreement NameA        tNProvider
Expression Comparison functionality allowsusers to limit by any of the trackedexpressions types – to identify ideal and no...
Admin screen continued fromprevious screenshot –example of how easy it is toadd to License Status, forexample, click “add ...
Using licensing data from CORAL                                  Links only work with ND logins –                         ...
Terms Tool example
Provider NameP id  N                PlatformProvider Name                Platform
Organization Data in CORAL Name Role       Publisher, Provider, Vendor Account Details                l Contacts – sp...
Organization Relationships  in CORAL      Parent/child      Licenses 
Organizations – Search Window               Main search area searches by                name, role or contact name        ...
Organizations within CORAL                   Organizations related                    to licenses
Organizations – Organization Window
Organizations – Contacts window    Named Contact                    Unnamed Contact
Organizations – Accounts window
Organizations – Licensing window                            link to license
Questions? Andrea Langhurst, Licensing/Acquisitions Librarian   langhurst.1@nd.edu Tanya Prokrym, Services Librarian for...
ALA Annual 2010 - CORAL Demo at Networking Uncommons
ALA Annual 2010 - CORAL Demo at Networking Uncommons
ALA Annual 2010 - CORAL Demo at Networking Uncommons
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ALA Annual 2010 - CORAL Demo at Networking Uncommons

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~ Andrea Langhurst, Tanya Prokrym

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ALA Annual 2010 - CORAL Demo at Networking Uncommons

  1. 1. An Open Source, modularized ERM A  O  S   d l i d ERMDemo at ALA Networking Uncommons, June 2010Demo at ALA Networking Uncommons  June 2010
  2. 2. 1.2.
  3. 3. Before CORAL‐Licensing One shared drive of hundreds of agreements – difficult  to search and find and manage
  4. 4.  Started work, Summer 2009 with a review of selected  license agreements and test moduleLLaunched current version, October 2009 h d    i  O b   Rolled out internally, February 2010  577 agreements loaded into CORAL‐Licensing, part of    t  l d d i t  CORAL Li i   t  f  290 license records and 270 providers As of June 23, 2010  630 agreements loaded, 366 license records, 395  providers
  5. 5. Document status includes:Complete –PDF available and selected terms have  PDF available and selected terms have been pulled out for referenceEditing Expressions –selected terms in process of being recordedDocument Only  scanned license available at Document Only –scanned license available at this time (specific terms not isolated/loaded)NLR –No License Required / available per publisher/providerAwaiting Document  License PDF not yet Awaiting Document –License PDF not yet loaded
  6. 6. Main search box will search by license  hb ll hb lrecord name, provider name (entity the agreement is with), and license document name (scanned PDF) name
  7. 7. Parent/Child AgreementsSimilar functionality to show previously archived agreements also exists, agreements stillaccessible but option to hide/show to keep the view clean, especially if many documentsunder one record – to help user identify parent or main document versus child documentsor amendments or current agreements versus no longer active agreements – would clickto “show all...” to expand view of additional items.
  8. 8. Expressions Currently Tracking Authorized Users Confidentiality Clause List of licensing “expressions” or Coursepacks specific clauses currently tracked by Notre Dame – CORAL-Licensing is eReserves flexible - this list can be expanded or ILL modified easily based on the needs of a specific institution in the Admin Jurisdiction portion of the Licensing module Multi Year Term Post Cancellation Access P t C ll ti  A Third Party Archiving Also –“To Do” and General Notes section for internal  record keeping purposes
  9. 9. Agreement NameA tNProvider
  10. 10. Expression Comparison functionality allowsusers to limit by any of the trackedexpressions types – to identify ideal and not-so-ideal license terms or get a betterso idealunderstanding of terms across agreements
  11. 11. Admin screen continued fromprevious screenshot –example of how easy it is toadd to License Status, forexample, click “add newstatus” to get a box to fill inand you are ready t go! d d to !
  12. 12. Using licensing data from CORAL Links only work with ND logins – screenshots of Terms Tool following, CORAL‐Licensing to show how we are using data from CORAL-Licensing outside the tool to display specific terms to ND users Coursepack and ILL Terms Tool – eJournal Locator  Coursepack Terms tool (as of 5/20/10)  14 providers, 8055 titles – 3412 = coursepacks permitted  ILL Terms tool (as of 5/20/10) 19 providers, 7385 titles subscribed titles + 7,591 EBSCO  ASP & BSC titles
  13. 13. Terms Tool example
  14. 14. Provider NameP id  N PlatformProvider Name Platform
  15. 15. Organization Data in CORAL Name Role  Publisher, Provider, Vendor Account Details l Contacts – specific and general Issues Alternate names  acronyms  name changes Alternate names, acronyms, name changes
  16. 16. Organization Relationships  in CORAL  Parent/child  Licenses 
  17. 17. Organizations – Search Window Main search area searches by  name, role or contact name  OR an A Z list is available  OR an A‐Z list is available 
  18. 18. Organizations within CORAL Organizations related  to licenses
  19. 19. Organizations – Organization Window
  20. 20. Organizations – Contacts window Named Contact Unnamed Contact
  21. 21. Organizations – Accounts window
  22. 22. Organizations – Licensing window link to license
  23. 23. Questions? Andrea Langhurst, Licensing/Acquisitions Librarian langhurst.1@nd.edu Tanya Prokrym, Services Librarian for Electronic  Resources tprokrym@nd.edu For more information: http://erm.library.nd.edu http://erm.library.nd.edu

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