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.

ER&L 2011 - Innovative eResource Workflow Strategies


Published on

Panel Presentation at Electronic Resources & Libraries Conference 2011

~ Kelly Smith and Laura Edwards, Eastern Kentucky University: "Managing eResource Workflow with Drupal"

~Xan Arch, Reed College: "Ticketing Systems for Tracking E-Resources Workflow"

~Ben Heet, Notre Dame: "CORAL: An Open Source Solution for eResource Management"

~Robert McDonald and Lori Duggan, Indiana University: "Enabling Flexible E-Resources Workflow with Kuali OLE"

Published in: Technology
  • Be the first to comment

ER&L 2011 - Innovative eResource Workflow Strategies

  1. 1. Innovative eResource Workflow StrategiesER&L ConferenceMarch1, 2011<br /><ul><li> Kelly Smith and Laura Edwards, Eastern Kentucky University</li></ul>Managing eResource Workflow with Drupal<br /><ul><li>Xan Arch, Reed College </li></ul>Ticketing Systems for Tracking E-Resources Workflow<br /><ul><li>Ben Heet, Notre Dame</li></ul>CORAL: An Open Source Solution for eResource Management<br /><ul><li>Robert McDonald and Lori Duggan, Indiana University</li></ul>Enabling Flexible E-Resources Workflow with Kuali OLE<br />
  2. 2.<br />
  3. 3. Managing eResources Workflow Using DrupalER&L 2011<br />Kelly Smith and Laura Edwards<br />Eastern Kentucky University Libraries<br />
  4. 4. Patron View<br />eResource Quick Links:<br />Off Campus Access<br />Linking to Library Resources<br />Current Trials<br />eJournals<br />eBooks<br />Streaming Videos<br />Known Problems<br />*Report a Problem*<br />
  5. 5. Patron View<br />eResource Quick Links:<br />Off Campus Access<br />Linking to Library Resources<br />Current Trials<br />eJournals<br />eBooks<br />Streaming Videos<br />Known Problems<br />*Report a Problem*<br />
  6. 6. Selective display based on status<br />
  7. 7. Inheritability<br />Platform-specific inherited fields<br /><ul><li> Vendor Contact Info
  8. 8. Linking to Library Resources
  9. 9. Stats Login Info
  10. 10. Stats & Sushi Setup
  11. 11. Location of Stats
  12. 12. SFX Base URL
  13. 13. Mobile Options
  14. 14. Accessibility</li></li></ul><li>In Development…<br /><ul><li>Drupal workflow module will be incorporated to track tasks for new resources.
  15. 15. Status boxes in admin portal to track “in progress” resources
  16. 16. Embeddable videos
  17. 17. Weighting of resources
  18. 18. Reporting capability
  19. 19. More…</li></ul> <br />
  20. 20. Live demo…<br />
  21. 21. Follow our progress Smith kelly.smith2@eku.eduLaura Edwards<br />
  22. 22. Ticketing systems for tracking e-resources workflowER&L 2011<br />Xan Arch Collection Development Librarian<br />Reed College Library<br />
  23. 23. Standardized<br />Centralized<br />Transparent<br />Enterprise-level bug tracking software from Atlassian<br /> Already in use in our Digital Library department<br />
  24. 24. Standardized<br /> Each order goes through the same steps<br /><ul><li>In Progress – Licensing
  25. 25. In Progress – Ordering
  26. 26. In Progress – Electronic Resources
  27. 27. In Progress – Metadata</li></ul> JIRA notifies the department or individual by email when they are required to act on an issue<br />
  28. 28. Centralized<br /> The web form<br />
  29. 29. Transparent<br /> Display in Wiki<br />
  30. 30. Other Uses<br />Batch MARC loading requests<br />Workflow for purchasing microfilm to replace newspaper archives<br />New proxy requests<br />Communication between library reference desk and IT department for patrons who need computer support<br />
  31. 31. CORALAn Open Source Solution for eResource Management<br />Ben Heet<br />University of Notre Dame<br />ER&L 2011<br />Austin, TX<br />
  32. 32. What is the lifecycle of an electronic resource?<br />
  33. 33. Can you just tell me when to turn?!<br />
  34. 34. CORAL Workflows<br /><ul><li> In 500 ft turn left, … Keep right …
  35. 35. Process the order now…
  36. 36. Don’t forget to sign the license…
  37. 37. Time to activate the resource…
  38. 38. Arriving at destination…</li></ul>A series of emails and task queues which remind people to do their part<br />
  39. 39. How does it work?<br />
  40. 40. Create your workflow rules…<br />
  41. 41. How this plays out for staff…<br />
  42. 42. Users check their queue for new tasks…<br />Will be in someone’s queue, until all steps are complete.<br />
  43. 43. Electronic Resources & Libraries Conference 2011<br />Feb 28-March 2, 2011 - Austin, TX<br />
  44. 44. Enabling Flexible E-Resources Workflow with Kuali OLE<br />Lori Duggan<br />Electronic Resources Librarian/Kuali OLE User Story Team - Indiana University<br />Robert H. McDonald<br />Executive Director, Kuali OLE – Indiana University<br />
  45. 45. What is Kuali OLE?<br />Kuali Foundation ( - is a growing community of universities, colleges, businesses, and other organizations that have partnered to build and sustain open-source software for higher education, by higher education. <br />Kuali: Kitchen wok- humble utensil that plays  an important role in thesuccessful kitchen.<br />Kuali + OLE (Open Library Environment)(<br />An open partnershipamong  academic  libraries  seeking  to provide for  their  evolving  needs  through the delivery of next generation library management systems and software.<br />
  46. 46. Kuali OLE Partners<br />
  47. 47. Kuali OLE Software Components <br />New Software being developed by our partner HTC Global Services, Inc., OLE Functional Council and OLE Core Team.<br />Kuali RICE – middleware that supports a services oriented architecture and an enterprise service bus – ex. Workflow management, notification, identity management, also support for legacy systems.<br />KFS (Kuali Finance System) – can serve as complete finance system for university or other non-profit – Kuali OLE is using core components to drive our overall select and acquire process.<br />
  48. 48. IU Current ERM Workflow<br />Simple Database Purchase<br />Communication Based (Group Email Account)<br />Vendor Negotiation<br />Price<br />If Yes then<br />Review License – make changes<br />Return License with Purchase Order<br />Make a Purchase Order in SIRSI System and encumber funds<br />Activation Information<br />Invoice from Vendor<br />Fully Executed License<br />All communications kept in printed file folder for long-term access<br />
  49. 49. IU ERM Workflow on Kuali OLE<br />All internal library communications will be managed by<br />Kuali RICE<br />e-doc workflow which is part of KEW (Kuali Enterprise Workflow Engine)<br />All note fields would be based in web interface system<br />Once purchase order is established EDI could happen directly from Kuali RICE or could be moved to university purchasing system for approval<br />
  50. 50.
  51. 51. Requisition Entry<br />
  52. 52. Item and Accounting Info<br />
  53. 53. Notes Fields for Long-Term Communication Retention<br />
  54. 54. Ad Hoc Routing – Selectors or Other Approvers<br />
  55. 55. Action List – Critical for Notification and Approval<br />
  56. 56. Print PO or EDI to Vendor<br />
  57. 57. Contact Us!<br />Kuali OLE Website:<br />Follow Us on Twitter: @kualiole<br />Follow Us on Linkedin:<br />NewsFeed -<br />For more on Kuali OLE Contact<br />Robert H. McDonald, Executive Director-Kuali OLE<br /> or by phone at 812-856-4834<br />For more on Kuali Foundation Contact<br />Jennifer Foutty, Executive Director Kuali Foundation<br /> or by phone at 812-345-3948<br />
  58. 58. Questions?<br />