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ER&L 2010 - Can We Build It? Yes We Can!

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~ Benjamin Heet, Robin Malott

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ER&L 2010 - Can We Build It? Yes We Can!

  1. 1. Can We Build It? Yes, We Can!Building an ERM solution at the University of Notre Dame Robin Malott, Benjamin Heet ER&L 2010 University of Notre Dame
  2. 2. What’s on tap for today?• Background » Our situation• Do It Yourself » Our approach• ERM Components » Modules• Next Steps ER&L 2010
  3. 3. About Us• What we’ve got » CEP (checklist for electronic products) database• What we want » What everybody wants• Where we’ve looked » Here, there, everywhere » What we found… ER&L 2010
  4. 4. If you build it…• Why build it? » No one size fits all solution • Not our first choice » Meeting priorities • Flexibility, workflows, selector initiation, and more » Modular units, modular system • Just show me the information I need to do my job ER&L 2010
  5. 5. ERM System DevelopmentModular System Development• One component at a time• Each component specialized for it’s own task• Inter-connected, not inter- dependent ER&L 2010
  6. 6. ERM System DevelopmentAdvantages• Promotes collaboration• End users see progress quicker• Easier implementation ER&L 2010
  7. 7. ERM System DevelopmentDisadvantages• Important to have a strong framework and standards• Needs programmer on staff ER&L 2010
  8. 8. ERM System DevelopmentOur Approach• PHP and MySQL• Focus on workflow• Simplified interface design ER&L 2010
  9. 9. “Out of intense complexities, intense ”simplicities emerge.Winston Churchill ER&L 2010
  10. 10. Centralized Online ResourcesCORAL Acquisitions and Licensing Data Mart Reporting Tool Usage Statistics Acquisitions Licensing Organizations Cancellation ER&L 2010
  11. 11. Data Mart Reporting Tool ER&L2010
  12. 12. The winding road• Datamart » Met reporting needs• Usage Statistics » Collection dev. priority• Licensing » Last hope for vended solution• Acquisitions ER&L 2010
  13. 13. Usage Statistics Module• Need a better way to manage » Pay someone else » Build our own• What is important to us? » Less time gathering stats » Find out what the numbers mean ER&L 2010
  14. 14. ER&L 2010
  15. 15. ER&L 2010
  16. 16. ER&L 2010
  17. 17. Other items of interest• Avoiding junk in, junk out » HTML vs PDF • Springer vs ScienceDirect » Outliers • Use spikes, fair or personal archiving » General bad data • Missing/incorrect issn • Duplicate data on same report ER&L 2010
  18. 18. Licensing Module• Datamart, Statistics – Done• Still looking for vendor ERM » Licensing as last straw• Opportunity knocks » Law student with programming skills• OK, let’s build this one too » Final commitment to local development made ER&L 2010
  19. 19. Queue showing licenses with active status ER&L 2010
  20. 20. Search against license, document and provider names ER&L 2010
  21. 21. ER&L 2010
  22. 22. Licensing Highlights• Keyword search• Expression comparison• Delivery of terms to users » ILL, Coursepacks, eReserves• Flexibility » Customize fields http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg » Track expressions of your choice ER&L 2010
  23. 23. Cancellation Module• Datamart, Usage, Licensing – Done• The Nitty-Gritty » Needs assessment » Focus Groups• Wow, that’s a big project! » Start small » Redesign cancellation system as proof of concept ER&L 2010
  24. 24. my folderin progress current queue ER&L 2010
  25. 25. personal queue mark complete ER&L 2010
  26. 26. Simplified View for Collection Managers ER&L 2010
  27. 27. Detailed View for Staff and Administrators ER&L 2010
  28. 28. Routing View ER&L 2010
  29. 29. Search ER&L 2010
  30. 30. Cancellation Highlights• Selector Initiation » Save to My Folder (for later)• Routing » Workflow queue » Notification alerts » In process status• Functionality / Infrastructure ER&L 2010
  31. 31. Acquisitions Module• Re-purpose, expand Cancellation » Product » Cost » Licensing » Routing » Organizations • Contacts, Account numbers, Support ER&L 2010
  32. 32. In Progress ER&L 2010
  33. 33. Organizations Module• Organizations Module?? » Organizations exist in each module • Publishers, providers, platforms, vendors, etc • A logical link between systems » Parent / Child Organizations » Contact names for each organization• How do we organize that data? ER&L 2010
  34. 34. Next Steps• Organizations - #1• Acquisitions - #2• CORAL Completion » End of summer (fingers crossed)• Why should you care? » Sharing » Development partner? ER&L 2010
  35. 35. Questions?• Robin Malott » rmalott@nd.edu• Benjamin Heet » bheet1@nd.edu ER&L 2010

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