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NASIG 2012
Andrea Imre, Southern Illinois University Carbondale
ο‚— Developed at the University of Notre Dame’s Hesburgh
  Libraries
ο‚— 1st module released in the Summer of 2010
ο‚— 4 modules:
  ο‚—   Resources
  ο‚—   Licensing
  ο‚—   Organizations
  ο‚—   Usage Reports

ο‚— More info with technical documentation, download
  instructions, forum, listserv info at
  http://erm.library.nd.edu/
Budget:
ο‚— Materials budget: $5.6 million (FY11)
ο‚— Electronic resource expenditure: $4 million (FY11)



Staff with responsibilities for e-resources:

ο‚—   Electronic Resources Librarian (ERL)
ο‚—   3 Collection Development Librarians
ο‚—   1 Acquisition staff
ο‚—   1 Accounting staff
Commercial products:
     ο‚—   Voyager
     ο‚—   SFX (linkresolver, A-Z journal list, MARCit, UStats)
     ο‚—   EBSCONET
     ο‚—   Libguides (databases A-Z and subject guides)



Other Tools:
ο‚— Excel files
ο‚— E-mail
ο‚— Personal folders on computers
ο‚— Networked shared folders
ο‚— File cabinets
ο‚— Checking status of new orders (licensing, ordering,
    payment, access)
ο‚—   Eliminating potential gaps in workflow
ο‚—   Centralized database for vendor info
ο‚—   Centralized database for licenses
ο‚—   Web interface
ο‚—   Easy tool to use
ο‚— Limited resources dedicated for ERM implementation
  ο‚— Cost of a commercial ERM
  ο‚— Staff
ο‚— Modular infrastructure allows phased-in implementation
ο‚— Web interface
ο‚— Workflow management
ο‚— Installed all modules: October 2011
ο‚— Licensing module
  ο‚— Scanned in all paper licenses
  ο‚— Uploaded all digital licenses
ο‚— Resources module
  ο‚— Resource records for existing licenses
  ο‚— New orders entered by collection development librarians after
    demo in March
  ο‚— Records as renewals come up
ο‚— Organizations module
  ο‚— Added related organization info for existing licenses and
    resources
ο‚— No annual fees/or subscription fees
ο‚— Easy installation
ο‚— Meets my library’s needs


ο‚— Centralized storage for e-resources contact
  information
ο‚— Organized license information
ο‚— Workflow management
ο‚— Simple interface
ο‚— It’s not a replacement of existing tools
ο‚— Staff buy-in
ο‚— Limited staff / time dedicated for implementation
ο‚— Manual data entry
ο‚— Duplicate data entry
ο‚— No customer service
ο‚— Rely on library systems staff and on listserv feedback
  for technical problems
ο‚— Establish workflow routines for renewals
ο‚— Share licensing data with staff/patrons via SFX
ο‚— Continue populating licensing, resources, and
 organizations modules
Andrea Imre
Southern Illinois University Carbondale
Morris Library
aimre@lib.siu.edu

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Implementing an Open Source ERM at SIU

  • 1. NASIG 2012 Andrea Imre, Southern Illinois University Carbondale
  • 2. ο‚— Developed at the University of Notre Dame’s Hesburgh Libraries ο‚— 1st module released in the Summer of 2010 ο‚— 4 modules: ο‚— Resources ο‚— Licensing ο‚— Organizations ο‚— Usage Reports ο‚— More info with technical documentation, download instructions, forum, listserv info at http://erm.library.nd.edu/
  • 3. Budget: ο‚— Materials budget: $5.6 million (FY11) ο‚— Electronic resource expenditure: $4 million (FY11) Staff with responsibilities for e-resources: ο‚— Electronic Resources Librarian (ERL) ο‚— 3 Collection Development Librarians ο‚— 1 Acquisition staff ο‚— 1 Accounting staff
  • 4. Commercial products: ο‚— Voyager ο‚— SFX (linkresolver, A-Z journal list, MARCit, UStats) ο‚— EBSCONET ο‚— Libguides (databases A-Z and subject guides) Other Tools: ο‚— Excel files ο‚— E-mail ο‚— Personal folders on computers ο‚— Networked shared folders ο‚— File cabinets
  • 5. ο‚— Checking status of new orders (licensing, ordering, payment, access) ο‚— Eliminating potential gaps in workflow ο‚— Centralized database for vendor info ο‚— Centralized database for licenses ο‚— Web interface ο‚— Easy tool to use
  • 6. ο‚— Limited resources dedicated for ERM implementation ο‚— Cost of a commercial ERM ο‚— Staff ο‚— Modular infrastructure allows phased-in implementation ο‚— Web interface ο‚— Workflow management
  • 7. ο‚— Installed all modules: October 2011 ο‚— Licensing module ο‚— Scanned in all paper licenses ο‚— Uploaded all digital licenses ο‚— Resources module ο‚— Resource records for existing licenses ο‚— New orders entered by collection development librarians after demo in March ο‚— Records as renewals come up ο‚— Organizations module ο‚— Added related organization info for existing licenses and resources
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. ο‚— No annual fees/or subscription fees ο‚— Easy installation ο‚— Meets my library’s needs ο‚— Centralized storage for e-resources contact information ο‚— Organized license information ο‚— Workflow management ο‚— Simple interface
  • 15. ο‚— It’s not a replacement of existing tools ο‚— Staff buy-in ο‚— Limited staff / time dedicated for implementation ο‚— Manual data entry ο‚— Duplicate data entry ο‚— No customer service ο‚— Rely on library systems staff and on listserv feedback for technical problems
  • 16. ο‚— Establish workflow routines for renewals ο‚— Share licensing data with staff/patrons via SFX ο‚— Continue populating licensing, resources, and organizations modules
  • 17. Andrea Imre Southern Illinois University Carbondale Morris Library aimre@lib.siu.edu

Editor's Notes

  1. Voyager since 2003SFX since 2006CARLI RFP for ERM 2008-2009
  2. ERL & acquisition staff member entered most data initially
  3. 127
  4. 83 licenses added so far
  5. 127 resources (some packages among these)