Speaker's notes for the the ERM Panel Session at the 2009 Minnesota Innovative Users Group (MNIUG) Conference on October 20, 2009 at Northwestern College, St. Paul, MN.
Open Source Electronic Resource Management Systems: ERMes and CORALGaladriel Chilton
Speakers notes for the presentation given June 26, 2011 at the American Librarian Association's Annual Conference in New Orleans, LA.
Presentation Description: To tame the complex and ever-changing electronic resource management landscape, electronic resource management systems need to be flexible, evolving and affordable. Two such systems are ERMes and CORAL, developed by libraries for libraries and made freely available. ERMes runs in Microsoft Access and is suitable for small and medium libraries. Released in summer 2010, CORAL, is a modular, web-based system. Presenters will discuss the development, use and future plans for each system.
Stay Connected even if Exchange and your BlackBerry Bes server goes down! This is a great presentation of Dell's Email Continuity SaaS service and our Blackberry Continuity service.
- the application of the skills of electronic publishing and its mechanisms from the beginning and until the arrival of the source to the target groups.2 - briefing programs used for electronic publishing and the ability to evaluate to determine the most appropriate for the target.3 - the ability to know the areas that should be employed in electronic publishing, media type appropriate for that.
E-publishing is short form of electronic publishing, which refers to production of any work formatted to be read on a computer or by a hand-held device. This is an area that was never conceivable before the advent of the internet, particularly the web.
Electronic publishing involves the submission, editing, printing and distribution of manuscripts using computers and telecommunications. It refers broadly to any information published in electronic form, including sources distributed on magnetic tape or videodisc. Electronic publishing has grown steadily since the first electronic book was published in 1985 in Germany. Optical discs like CD-ROMs have become synonymous with electronic publishing due to their success and ability to hold large volumes of data durably. Electronic journals differ from conventional journals in their use of computer and communication networks, which eliminates time lags between submission and publication.
The document provides an overview of the publishing and e-publishing processes. It discusses the various stages of publishing including pre-press activities like editing, proofreading, pagination and post-press distribution. It also outlines the different roles in e-publishing such as language editors, technical editors and copy editors. Finally, it discusses the growth of the industry in India and future career opportunities in e-publishing.
Open Source Electronic Resource Management Systems: ERMes and CORALGaladriel Chilton
Speakers notes for the presentation given June 26, 2011 at the American Librarian Association's Annual Conference in New Orleans, LA.
Presentation Description: To tame the complex and ever-changing electronic resource management landscape, electronic resource management systems need to be flexible, evolving and affordable. Two such systems are ERMes and CORAL, developed by libraries for libraries and made freely available. ERMes runs in Microsoft Access and is suitable for small and medium libraries. Released in summer 2010, CORAL, is a modular, web-based system. Presenters will discuss the development, use and future plans for each system.
Stay Connected even if Exchange and your BlackBerry Bes server goes down! This is a great presentation of Dell's Email Continuity SaaS service and our Blackberry Continuity service.
- the application of the skills of electronic publishing and its mechanisms from the beginning and until the arrival of the source to the target groups.2 - briefing programs used for electronic publishing and the ability to evaluate to determine the most appropriate for the target.3 - the ability to know the areas that should be employed in electronic publishing, media type appropriate for that.
E-publishing is short form of electronic publishing, which refers to production of any work formatted to be read on a computer or by a hand-held device. This is an area that was never conceivable before the advent of the internet, particularly the web.
Electronic publishing involves the submission, editing, printing and distribution of manuscripts using computers and telecommunications. It refers broadly to any information published in electronic form, including sources distributed on magnetic tape or videodisc. Electronic publishing has grown steadily since the first electronic book was published in 1985 in Germany. Optical discs like CD-ROMs have become synonymous with electronic publishing due to their success and ability to hold large volumes of data durably. Electronic journals differ from conventional journals in their use of computer and communication networks, which eliminates time lags between submission and publication.
The document provides an overview of the publishing and e-publishing processes. It discusses the various stages of publishing including pre-press activities like editing, proofreading, pagination and post-press distribution. It also outlines the different roles in e-publishing such as language editors, technical editors and copy editors. Finally, it discusses the growth of the industry in India and future career opportunities in e-publishing.
Speaking points for the Getting a Handle on E-Resource Management: An ERM Panel at the 2009 Library Technology Conference at Macalester College, St. Paul, MN.
The idea of developing electronic resource management systems emerged from research by Tim Jewell in 2001-2002. In 2002, the Digital Library Federation and NISO began developing standards for ERM data, which were published in 2004 as the Electronic Resource Management report. Since the publication of the report, several vendors of integrated library systems have released ERM products.
Community IT Innovators’ Katherine Mowers, Senior Consultant, and Matthew Eshleman, Director of Professional Network Services, shared at the about their work to build nonprofit capacity through strategic assessment and implementation of technology, at the Anne Arundel Funders Roundtable Feb. 23, 2012, and event sponsored by Association of Baltimore Area Grantmakers.
This session of the ERM Interest Group focuses on the role that library initiated ERMS continue to play in the ERM marketplace. Major developments are taking place with the focus on ILS and ERM integration in systems such as ExLibris’ ALMA, Innovative’s Sierra and the Kuali OLE project but many libraries still choose to develop their own ERMS or turn to solutions created and offered by other libraries such as CUFTS, CORAL, ERMes and Gold Rush. This session includes presentations from representatives of these library initiated ERMS and will highlight the value and impact that these systems continue to have on the ERMS marketplace both now and in the future.
A DBMS is a software package that controls the creation, organization, storage, retrieval, sharing, and security of data in a database. It allows for multi-user access and uses query languages to search, sort, and retrieve data. There are several data models including hierarchical, network, relational, multidimensional, and object models. A DBMS is used in many applications such as banking, airlines, universities, sales, manufacturing, and more. It provides advantages like representing complex relationships, controlling redundancy, and sharing data across applications but also has disadvantages such as complex design, high costs, and required training.
This presentation was provided by Ted Koppel ofAuto-Graphics, Inc, Ed Riding of SirsiDynix, Andrew K. Pace of OCLC, and John Mark Ockerbloom of The University of Pennsylvania, during the NISO webinar "Library Systems & Interoperability: Breaking Down Silos," held on June 10, 2009.
Presentation slides for the Getting a Handle on E-Resource Management: An ERM Panel at the 2009 Library Technology Conference at Macalester College, St. Paul, MN.
As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base driven systems to help manage their electronic resource holdings. In 2011, after over a decade of managing e-serials within a local database, the University of Toronto Libraries migrated its electronic serial holdings to a fully integrated commercial e-resource management system. Now, with two years of experience under our belts, we endeavored to take stock and analyze how our library is coping with e-serial management within this new environment. How accurate are our e-journal holding statements within the ERM? How effective are we at managing e-serial title changes? How well are we tracking journal purchases that fall outside of the big package deals? Throughout this study, we have encountered many of the benefits and pitfalls of managing electronic journals within a knowledge base-driven system. While using a commercial ERM and companion MARC record service has allowed the library to present better data to users and expose previously hidden collections, there are several new challenges that we must contend with in a knowledge base environment. A common issue hindering access to our e-journals is the supply of incorrect, outdated or incomplete metadata within the data supply chain. These metadata problems have a detrimental effect on libraries, and consequently on our users, as it affects the accuracy of our e-journal holdings within our e-resource inventories. Although the study began as an internal investigation of our e-serials management practices and workflows, the results highlight the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process.
Presenters:
Marlene van Ballegooie
Metadata Librarian, University of Toronto Libraries
Juliya Borie
Cataloguing Librarian, University of Toronto Libraries
Facing our e-demons: challenges of e-serial management in a large academic li...NASIG
As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base driven systems to help manage their electronic resource holdings. In 2011, after over a decade of managing e-serials within a local database, the University of Toronto Libraries migrated its electronic serial holdings to a fully integrated commercial e-resource management system. Now, with two years of experience under our belts, we endeavored to take stock and analyze how our library is coping with e-serial management within this new environment. How accurate are our e-journal holding statements within the ERM? How effective are we at managing e-serial title changes? How well are we tracking journal purchases that fall outside of the big package deals? Throughout this study, we have encountered many of the benefits and pitfalls of managing electronic journals within a knowledge base-driven system. While using a commercial ERM and companion MARC record service has allowed the library to present better data to users and expose previously hidden collections, there are several new challenges that we must contend with in a knowledge base environment. A common issue hindering access to our e-journals is the supply of incorrect, outdated or incomplete metadata within the data supply chain. These metadata problems have a detrimental effect on libraries, and consequently on our users, as it affects the accuracy of our e-journal holdings within our e-resource inventories. Although the study began as an internal investigation of our e-serials management practices and workflows, the results highlight the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process.
Presenters:
Marlene van Ballegooie
Metadata Librarian, University of Toronto Libraries
Juliya Borie
Cataloguing Librarian, University of Toronto Libraries
Big Data Day LA 2015 - Lessons Learned Designing Data Ingest Systemsaaamase
During my time working on attribution and ingest systems, I've encountered several different approaches to solving the simple question: "How do I get data from A to B". In this session, I'd like to share some of the problems I've encountered and how to effectively solve them.
This document provides an overview of database management systems and the relational data model. It discusses the history and components of DBMS, including data models like entity-relationship and relational models. The relational model represents data as mathematical tuples organized into tables. Key concepts explained include tables, tuples, schemas, and integrity constraints. Database users and common DBMS architectures are also summarized.
Importance of Data - Where to find it, how to store, manipulate, and characterize it
Artificial Intelligence (AI)- Introduction to AI & ML Technologies/ Applications
Machine Learning (ML), Basic Machine Learning algorithms.
Applications of AI & ML in Marketing, Sales, Finance, Operations, Supply Chain
& Human Resources Data Governance
Legal and Ethical Issues
Robotic Process Automation (RPA)
Internet of Things (IoT)
Cloud Computing
Mending the Gap between Library's Electronic and Print Collections in ILS and...New York University
This presentation proposed a conceptual model to model user's info seeking behavior in the context of their experience and use the model to improve library's collections and services using St. John's University Libraries for case study. It reviewed Web content technologies offered by IT vendors, and compared what offered in content technologies by Library IT vendors. To fill in the gap, It developed the preliminary proposal for 1) required data architecture in SOA framework, 2) desired features for managing library print and electronic content on library's website, 3) adoption of Semantic Web standards and technologies for managing library resources, and 4) the case study scenario with sample conceptual model.
Presentation on electronic records management and archival issues. Originally presented at the Fall 2008 meeting of the Southeastern Wisconsin Archivists Group
The Role of XML in an Information Society with Barry Schaefferdclsocialmedia
In today’s information world, there is a battle in progress between two opposing views of content management and use. This “data war” pits the rectangular, or database, view against the hierarchical, or XML, view. Unbeknownst to many of us, this influences virtually every decision related to the computerization of information in society, and can have a real and lasting impact on your automation and content decisions.
Join Barry Schaeffer for his informative webinar which will shine some light on this battle, its sources and its very real and ongoing impacts on our information lives.
Barry Schaeffer is Principal Consultant for Content Life-Cycle Consulting (www.contentlcc.com), a high-level consulting practice he founded in 2009, specializing in the conception and design of structured information and XML-based systems. He is a regular columnist for CMSWire and has been published in Datamation, Federal Computer Week, Government Computer News, Intranet Development Magazine and CALS Journal, among other professional publications. He is a frequent speaker at industry conferences and symposia. Mr. Schaeffer has previously held management and technical positions with The Bell System (Pacific Telephone), Xerox Education Division, Planning Research Corporation, U. S. News and World Report, Datalogics and Grumman Data Systems’ InfoConversion Publishing Division where he managed federal business development He is a graduate of California State University, Los Angeles and the Bell System’s rigorous Management Achievement Program.
The document outlines the development of a new Electronic Resource License Repository (ERLR) at the University of Houston libraries. It discusses the need for the ERLR due to confusion over license terms in the existing Electronic Resource Management system. It then describes the conceptualization, development, feedback process, population workflow, and intended usefulness of the ERLR. The ERLR was designed to make license terms and associated resources more clear and understandable for librarians and users.
The webinar discusses the advantages and disadvantages of spreadsheets compared to an integrated enterprise database. It outlines how spreadsheets are useful for formatting and on-demand reporting but have disadvantages like manual data entry, lack of security, and inability to ensure a single source of truth. The webinar recommends using an enterprise database as the central data repository and producing standard reports from it while still allowing exporting to Excel for further analysis and presentation. Maintaining the source data in the enterprise system avoids data entry waste and helps comply with regulations.
The document discusses email and e-form management. It begins by outlining some of the challenges with email, such as lack of control and retrievability. It then defines email archiving as a way to address these issues by providing a system to archive all email messages. The document also discusses the benefits of archiving for compliance, productivity and e-discovery. It provides an overview of different technology approaches and implementation models for archiving email. Finally, it briefly introduces e-forms and discusses how they can improve processes by capturing data electronically.
The HIKE project aimed to evaluate integrating data between the KB+ knowledge base and local systems, and evaluating Intota as a potential replacement for the traditional library management system. It mapped existing electronic resources workflows and found inefficiencies in dealing with different formats. It tested KB+ and compared it to 360 Resource Manager, finding KB+ better for managing deals. The project recommended next steps including adopting Summon, embedding KB+ and 360 in workflows, and forming an Intota working group.
Thank you for completing the order. The paper is well-re.docxmehek4
The document provides feedback on a paper submitted by the customer. While the paper was well-researched and followed instructions, there were some minor grammar, punctuation, and formatting issues noted. The feedback identifies a few specific issues like a missing article, tense agreement errors, and inconsistent font formatting. The customer is asked to address these minor errors to improve the overall quality of the paper.
Speaking points for the Getting a Handle on E-Resource Management: An ERM Panel at the 2009 Library Technology Conference at Macalester College, St. Paul, MN.
The idea of developing electronic resource management systems emerged from research by Tim Jewell in 2001-2002. In 2002, the Digital Library Federation and NISO began developing standards for ERM data, which were published in 2004 as the Electronic Resource Management report. Since the publication of the report, several vendors of integrated library systems have released ERM products.
Community IT Innovators’ Katherine Mowers, Senior Consultant, and Matthew Eshleman, Director of Professional Network Services, shared at the about their work to build nonprofit capacity through strategic assessment and implementation of technology, at the Anne Arundel Funders Roundtable Feb. 23, 2012, and event sponsored by Association of Baltimore Area Grantmakers.
This session of the ERM Interest Group focuses on the role that library initiated ERMS continue to play in the ERM marketplace. Major developments are taking place with the focus on ILS and ERM integration in systems such as ExLibris’ ALMA, Innovative’s Sierra and the Kuali OLE project but many libraries still choose to develop their own ERMS or turn to solutions created and offered by other libraries such as CUFTS, CORAL, ERMes and Gold Rush. This session includes presentations from representatives of these library initiated ERMS and will highlight the value and impact that these systems continue to have on the ERMS marketplace both now and in the future.
A DBMS is a software package that controls the creation, organization, storage, retrieval, sharing, and security of data in a database. It allows for multi-user access and uses query languages to search, sort, and retrieve data. There are several data models including hierarchical, network, relational, multidimensional, and object models. A DBMS is used in many applications such as banking, airlines, universities, sales, manufacturing, and more. It provides advantages like representing complex relationships, controlling redundancy, and sharing data across applications but also has disadvantages such as complex design, high costs, and required training.
This presentation was provided by Ted Koppel ofAuto-Graphics, Inc, Ed Riding of SirsiDynix, Andrew K. Pace of OCLC, and John Mark Ockerbloom of The University of Pennsylvania, during the NISO webinar "Library Systems & Interoperability: Breaking Down Silos," held on June 10, 2009.
Presentation slides for the Getting a Handle on E-Resource Management: An ERM Panel at the 2009 Library Technology Conference at Macalester College, St. Paul, MN.
As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base driven systems to help manage their electronic resource holdings. In 2011, after over a decade of managing e-serials within a local database, the University of Toronto Libraries migrated its electronic serial holdings to a fully integrated commercial e-resource management system. Now, with two years of experience under our belts, we endeavored to take stock and analyze how our library is coping with e-serial management within this new environment. How accurate are our e-journal holding statements within the ERM? How effective are we at managing e-serial title changes? How well are we tracking journal purchases that fall outside of the big package deals? Throughout this study, we have encountered many of the benefits and pitfalls of managing electronic journals within a knowledge base-driven system. While using a commercial ERM and companion MARC record service has allowed the library to present better data to users and expose previously hidden collections, there are several new challenges that we must contend with in a knowledge base environment. A common issue hindering access to our e-journals is the supply of incorrect, outdated or incomplete metadata within the data supply chain. These metadata problems have a detrimental effect on libraries, and consequently on our users, as it affects the accuracy of our e-journal holdings within our e-resource inventories. Although the study began as an internal investigation of our e-serials management practices and workflows, the results highlight the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process.
Presenters:
Marlene van Ballegooie
Metadata Librarian, University of Toronto Libraries
Juliya Borie
Cataloguing Librarian, University of Toronto Libraries
Facing our e-demons: challenges of e-serial management in a large academic li...NASIG
As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base driven systems to help manage their electronic resource holdings. In 2011, after over a decade of managing e-serials within a local database, the University of Toronto Libraries migrated its electronic serial holdings to a fully integrated commercial e-resource management system. Now, with two years of experience under our belts, we endeavored to take stock and analyze how our library is coping with e-serial management within this new environment. How accurate are our e-journal holding statements within the ERM? How effective are we at managing e-serial title changes? How well are we tracking journal purchases that fall outside of the big package deals? Throughout this study, we have encountered many of the benefits and pitfalls of managing electronic journals within a knowledge base-driven system. While using a commercial ERM and companion MARC record service has allowed the library to present better data to users and expose previously hidden collections, there are several new challenges that we must contend with in a knowledge base environment. A common issue hindering access to our e-journals is the supply of incorrect, outdated or incomplete metadata within the data supply chain. These metadata problems have a detrimental effect on libraries, and consequently on our users, as it affects the accuracy of our e-journal holdings within our e-resource inventories. Although the study began as an internal investigation of our e-serials management practices and workflows, the results highlight the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process.
Presenters:
Marlene van Ballegooie
Metadata Librarian, University of Toronto Libraries
Juliya Borie
Cataloguing Librarian, University of Toronto Libraries
Big Data Day LA 2015 - Lessons Learned Designing Data Ingest Systemsaaamase
During my time working on attribution and ingest systems, I've encountered several different approaches to solving the simple question: "How do I get data from A to B". In this session, I'd like to share some of the problems I've encountered and how to effectively solve them.
This document provides an overview of database management systems and the relational data model. It discusses the history and components of DBMS, including data models like entity-relationship and relational models. The relational model represents data as mathematical tuples organized into tables. Key concepts explained include tables, tuples, schemas, and integrity constraints. Database users and common DBMS architectures are also summarized.
Importance of Data - Where to find it, how to store, manipulate, and characterize it
Artificial Intelligence (AI)- Introduction to AI & ML Technologies/ Applications
Machine Learning (ML), Basic Machine Learning algorithms.
Applications of AI & ML in Marketing, Sales, Finance, Operations, Supply Chain
& Human Resources Data Governance
Legal and Ethical Issues
Robotic Process Automation (RPA)
Internet of Things (IoT)
Cloud Computing
Mending the Gap between Library's Electronic and Print Collections in ILS and...New York University
This presentation proposed a conceptual model to model user's info seeking behavior in the context of their experience and use the model to improve library's collections and services using St. John's University Libraries for case study. It reviewed Web content technologies offered by IT vendors, and compared what offered in content technologies by Library IT vendors. To fill in the gap, It developed the preliminary proposal for 1) required data architecture in SOA framework, 2) desired features for managing library print and electronic content on library's website, 3) adoption of Semantic Web standards and technologies for managing library resources, and 4) the case study scenario with sample conceptual model.
Presentation on electronic records management and archival issues. Originally presented at the Fall 2008 meeting of the Southeastern Wisconsin Archivists Group
The Role of XML in an Information Society with Barry Schaefferdclsocialmedia
In today’s information world, there is a battle in progress between two opposing views of content management and use. This “data war” pits the rectangular, or database, view against the hierarchical, or XML, view. Unbeknownst to many of us, this influences virtually every decision related to the computerization of information in society, and can have a real and lasting impact on your automation and content decisions.
Join Barry Schaeffer for his informative webinar which will shine some light on this battle, its sources and its very real and ongoing impacts on our information lives.
Barry Schaeffer is Principal Consultant for Content Life-Cycle Consulting (www.contentlcc.com), a high-level consulting practice he founded in 2009, specializing in the conception and design of structured information and XML-based systems. He is a regular columnist for CMSWire and has been published in Datamation, Federal Computer Week, Government Computer News, Intranet Development Magazine and CALS Journal, among other professional publications. He is a frequent speaker at industry conferences and symposia. Mr. Schaeffer has previously held management and technical positions with The Bell System (Pacific Telephone), Xerox Education Division, Planning Research Corporation, U. S. News and World Report, Datalogics and Grumman Data Systems’ InfoConversion Publishing Division where he managed federal business development He is a graduate of California State University, Los Angeles and the Bell System’s rigorous Management Achievement Program.
The document outlines the development of a new Electronic Resource License Repository (ERLR) at the University of Houston libraries. It discusses the need for the ERLR due to confusion over license terms in the existing Electronic Resource Management system. It then describes the conceptualization, development, feedback process, population workflow, and intended usefulness of the ERLR. The ERLR was designed to make license terms and associated resources more clear and understandable for librarians and users.
The webinar discusses the advantages and disadvantages of spreadsheets compared to an integrated enterprise database. It outlines how spreadsheets are useful for formatting and on-demand reporting but have disadvantages like manual data entry, lack of security, and inability to ensure a single source of truth. The webinar recommends using an enterprise database as the central data repository and producing standard reports from it while still allowing exporting to Excel for further analysis and presentation. Maintaining the source data in the enterprise system avoids data entry waste and helps comply with regulations.
The document discusses email and e-form management. It begins by outlining some of the challenges with email, such as lack of control and retrievability. It then defines email archiving as a way to address these issues by providing a system to archive all email messages. The document also discusses the benefits of archiving for compliance, productivity and e-discovery. It provides an overview of different technology approaches and implementation models for archiving email. Finally, it briefly introduces e-forms and discusses how they can improve processes by capturing data electronically.
The HIKE project aimed to evaluate integrating data between the KB+ knowledge base and local systems, and evaluating Intota as a potential replacement for the traditional library management system. It mapped existing electronic resources workflows and found inefficiencies in dealing with different formats. It tested KB+ and compared it to 360 Resource Manager, finding KB+ better for managing deals. The project recommended next steps including adopting Summon, embedding KB+ and 360 in workflows, and forming an Intota working group.
Thank you for completing the order. The paper is well-re.docxmehek4
The document provides feedback on a paper submitted by the customer. While the paper was well-researched and followed instructions, there were some minor grammar, punctuation, and formatting issues noted. The feedback identifies a few specific issues like a missing article, tense agreement errors, and inconsistent font formatting. The customer is asked to address these minor errors to improve the overall quality of the paper.
Thank you for completing the order. The paper is well-re.docx
The ERMes Story - Speaker's Notes
1. The ERMes Story Galadriel Chilton
Speaking Points Slide
o Introduction Intro
Hello, I’m delighted to be here today and share information about ERMes,
the homegrown ERM system that I co-designed with my colleague, William
Doering, Systems, Catalog & Digital Initiatives Librarian, and that Bill
constructed in Microsoft Access.
o This is ERMes’ story…
Once upon a time, there was an e-resource librarian, a systems, cataloging, Once Upon a Time…
and digital collections librarian, and a piece of paper called “Database of
Databases.”
First I’d like to provide a little history about the e-resource management
environment at UW-L and what lead us to create an ERM instead of
buying/subscribing to a commercial system…
The Setting
o We have 282 E-Resources – primarily subscription databases,
but a few CD-ROMS, and a few free resources such as
EBSCOhost’s GreenFile and LISTA.
o Subscription resources come to us via local purchase directly
from the vendor, through our consortia, or buying groups. We
also have access to resources purchased by UW Madison or UW
System. Prologue
Prologue
o When I began managing UW-L’s e-resources in 2003, I had a
file cabinet, a couple of static intranet pages, and 3-ring
binders as my e-resource management toolbox.
File cabinet folders included license agreements, print-
outs of e-mail correspondence, contact info, print outs
of usage reports, admin URLs usernames/passwords.
Binders included invoices
Intranet pages listed an out-dated inventory with user
limits, subscription origin (local, consortium, etc.)
o Very quickly, I had an easel in my office where I planned a
database of databases; I envisioned an MS Access relational
databases that would significantly help me manage e-
resources.
o Then, in January 2004, I attended Taming the Electronic Tiger:
Effective Management of E-Resources at ALA Midwinter.
Presenters spoke of how automation vendors were creating
robust ERM systems that would surpass the need for
homegrown systems. I came away with the message that if you
don’t have an ERM now, don’t spend time creating one
because robust commercial ERMs were coming.
o After attending "Taming the Tiger," I continued adding to my
list of desired attributes for an ERM but put plans of creating
an Access database on hold. Instead, I began contacting
vendors who had or were developing ERMs. I attended
webinars, requested pricing information, and also began
monitoring listservs for posts by librarians who had begun to
use commercial ERMs.
MNIUG Conference Page 1 of 4 chilton.gala@uwlax.edu October 20, 2009
2. Speaking Points Slide
o My desire for an ERM grew, but commercial ERMs are
expensive. Furthermore, listserv posts and survey results
began to reveal that commercial ERMs were not necessarily
living up to librarians' expectations.
o A combination of factors led me to reignite my dream of a
Microsoft Access database of databases:
• Mounting evidence that commercial ERMs were not
living up to expectations--For example, in March 2008. I
attended ER&L, and in one session with about 75
attendees, the audience was asked "How many of you
have a commercial ERM?" and "How many of you are
happy with your ERM?" While about half of those in the
room worked at libraries with commercial ERM systems,
no one was happy with his or her system.
• Budget deficits were forcing cuts to acquisitions; our
budget has been cut repeatedly over the past few
years--thus the possibility of purchasing a commercial
electronic resource management (ERM) system was a
pipe dream at the very best.
• My extended absence from the office in Fall 2008 and
the necessity for colleagues to be able to cover my
responsibilities--They would need to be able to quickly
and easily access a variety of data about our libraries'
e-resources.
Chapter 1
Picture of ERM Blueprint
In the beginning there was a colorful diagram
o I was delighted when Bill, who uses Access for other library
functions, data collection, and reporting, agreed to help
create an ERM.
o To communicate what I needed in ERM, I created a chart
showing the tables and data fields I imagined would be
needed; the green and purple boxes represented Microsoft
Access tables.
o This diagram became a blueprint and a discussion point for our
conversations about what I needed and what he could do with
Microsoft Access. While aspects of the overall ERM were
tweaked as it was developed, most of these tweaks were due
to Bill's insight and recommended enhancements by other e-
resource librarians!
Chapter 2
Screen Shots of old ERM
Then there was a simple ERM!
o Our ERM was quickly available and functional. Bill had students
entering test data in less than 3 weeks, and while small
enhancements continue, the system went from concept to
fully functional in about a month.
MNIUG Conference Page 2 of 4 chilton.gala@uwlax.edu October 20, 2009
3. Speaking Points Slide
Chapter 3
Screen Shots ERMes v.
Then the ERM grew; hello ERMes!
2009.05
o In spring 2009, Norma J. Dowell from Iowa State University Tables and relationships
contacted Bill, and shared her significant enhancements for
the ERM.
o Highlights of this current version include:
• New and vastly improved interface
• New reports and much improved integration of the data
from different tables.
Chapter 4
The Good, The Bad
o Good
• ERMes did not cost five (or more) figures to purchase.
• There is no annual access fee or reliance on an outside
vendor for functionality updates.
• ERMes provides reports and functionality that
facilitates better management of e-resources, such as
keeping track of training sessions and quickly
generating a list of databases by renewal, access type,
user limits, etc.
• Ideal for small to medium e-resource collection or as a
tool to transition to a commercial system.
• Open Source which means that anyone can download
and adjust/customize the database to suite their
institution; their e-resource workflow
•
o Bad
• No Knowledge Base
• V. 2009.5 requires MS Access 2007; older version that
works with older MS Access is still available.
• As with any ERM, there is the time-consuming, tedious
task of data entry and workflow alteration – it is very
true that old processes, despite their inefficiencies,
sometimes die a slow, agonizing death.
• Right now I’m using ERMes to manage aggregate
databases, e-reference books, and journal packages –
NOT – individual journal titles. This is in large part
because of workflow distribution at Murphy Library.
• Time to implement all of the ideas we have to enhance
ERMes and support ERMes users.
Getting ERMes
ERM Download Site
Freely Available: http://murphylibrary.uwlax.edu/erm/;
In Spring 2009, 12 libraries were using the ERM.
As of October 2009, 27 libraries including the NSF library and the Irish
Research eLibrary are using ERMes.
The great thing is that if you try it don’t like it, you’ve probably lost a bit of
time but not thousands of dollars.
MNIUG Conference Page 3 of 4 chilton.gala@uwlax.edu October 20, 2009
4. Speaking Points Slide
Now, ERMes is part of…
Screen shots of Blog,
… a suite of tools that I use for E-Resource Management
Excel spread sheet,
LibData, Price Sharing
While this may not be ideal for some, it’s working. (One bonus to Project
having multiple tools is that if one goes down, I still have the others
to work with in the interim; they serve as back-ups for one another)
o PSP (Student hired for PHP skills)
o LibData
o Blog
o Excel
Of these, the only tool that has an annual fee is LibData and that is a
very modest hosting fee. The other tools use software already
available on our campus (Microsoft Office) or are freely available
(e.g. Word Press)
The Next Chapter(s)
Hopes & Dreams
o Bill and I are in the process or exploring grants that would
support future development and support of ERMes
o We have a list of enhancement ideas for a new release that we
plan to compile into a survey so that users can rank/add
enhancements: Read-only web interface, on the fly A-Z list
generation w/ URLs, etc.
o Galadriel has a list of ideas/edits for the ERMes
documentation.
o Long term goal is compatibility with Open Offices Base
database application so that ERMes would be open source at
the application level and not rely on MS Access.
Thank You!
MNIUG Conference Page 4 of 4 chilton.gala@uwlax.edu October 20, 2009