Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Using an ERMS to Facilitate the Monograph Firm Order Workflow

1,034 views

Published on

Using the CORAL ERMS to manage the monograph firm order process

Published in: Technology
  • Be the first to comment

  • Be the first to like this

Using an ERMS to Facilitate the Monograph Firm Order Workflow

  1. 1. Christee Pascale, Associate Head, Acquisitions & Discovery, NCSU Libraries Ben Heet, TRLN Program Officer, Triangle Research Libraries Network Outcomes: Benefits: Using an ERMS improved the workflow in several ways - Single point of entry for all non- Gobi orders - Staff receive personal queue of waiting orders - Automated email alerts - Single point of investigation when tracking orders - Standard format for order requests - All identified workflow weaknesses fixed - Comprehensive oversight for all non-Gobi orders at all stages of the workflow - Overall transparency of process Pitfalls: Using an ERMS did include some hurdles - Need to train staff on new system - Adding another system to the workflow - ERMS designed for other purposes and required a creative approach for monograph use - Additional work required of the unit manager to route requests into the system Next Steps: - Identify enhancements for future development - Prepare for shared use by both serials and monograph units - Direct entry of order requests into system by selectors Implementation: CORAL: Installed software and began short term pilot - Group and individual staff training - Monitor process and staff use of system - Solicit feedback and identify enhancements New Workflow: Incorporates both print and electronic; both basic and priority orders - Order requests from all sources routed to unit manager - Requests transposed into coral and assigned to staff - Staff member receives email alert and request enters personal queue - Staff member processes order and marks completed workflow steps in coral - Staff member adds order to ILS - Unit manager periodically reviews open and completed orders Problems & Background: The Problem: Firm order requests starting outside Gobi are difficult to manage and track. - Order requests received via multiple avenues and formats - Selectors lack ability to look up order status at given moment - Paper & emailed order requests are easily lost or misplaced - Missed patron holds, failed communication back to patrons - Failed ebook activations, lack of patron access - Difficult for unit manager to review open/problematic orders Workflow Analysis: Evaluated our acquisitions process for both print and electronic materials - Evaluated process from point of order intake to resource delivery - Identified points of weakness with current system and tools - Compared and contrasted serials and monograph order workflows Exploration: Considered and evaluated different system options - Other university-wide ticketing systems; JIRA and Remedy - Google forms with Drive spreadsheet for data storage - CORAL electronic resource management system Using an ERMS to Facilitate the Monograph Firm Order Workflow

×