can we build it? yes we can! building an erm solution at the university of notre dame
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Can We Build It? Yes, We Can!Building an ERM solution at the University of
Notre Dame
Robin Malott, Benjamin HeetER&L 2010
University of Notre Dame
ER&L 2010
What’s on tap for today?
• Background»Our situation
• Do It Yourself»Our approach
• ERM Components»Modules
ER&L 2010
About Us
• What we’ve got»CEP (checklist for electronic products)
database
• What we want»What everybody wants…to be loved?»No, a working ERM
• Where we’ve looked»Here, there, everywhere»What we found…
NEEDS IMPROVEMENT
ER&L 2010
TheCrowd
ed ERM
ER&L 2010
If you build it…
• Why build it?»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
ERM System Development
• One component at a time• Each component specialized for it’s own task• Inter-connected, not inter-dependent
Modular System Development
ER&L 2010
ERM System Development
• Promotes collaboration• End users see progress quicker• Easier implementation
Advantages
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ERM System Development
• Important to have a strong framework and standards• Needs programmer on staff
Disadvantages
ER&L 2010
ERM System Development
• PHP and MySQL• Focus on workflow• Simplified interface design
Our Approach
ER&L 2010
Out of intense complexities, intense
simplicities emerge.Winston Churchill
“”
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Centralized Online Resources Acquisitions and Licensing
Data Mart Reporting Tool
Usage Statistics
Licensing
Cancellation
CORAL
Acquisitions
Organizations
ER&L2010
Data Mart Reporting Tool
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The winding road
• Datamart»Met reporting needs
• Usage Statistics»Collection dev. priority
• Licensing»Last hope for vended solution
• Acquisitions
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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
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Includes archive reportsOverride bad data…it happens!
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- Logfile of upload activity- Link to original file
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ER&L 2010
Statistics Highlights
• 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
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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
Queue showing licenses with active status
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Search against license, document and provider names
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Open the scanned license, view terms/expressionsChildren documents associated to parent licenseShowing child amendment to primary license
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Publisher X Journal CollectionPublisher X
Un-named License Agreement
Add as many expressions as you’d likeDisplay Notes for external use
For us, terms delivered to users via SFX menu
ER&L 2010
Compare expressions across all documents!
Confidential License Agreement
ER&L 2010
Licensing Highlights
• Keyword search• Expression comparison• Delivery of terms to users» ILL, Coursepacks, eReserves
• Flexibility»Customize fields»Track expressions of your choice
http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg
ER&L 2010
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
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current queue
my folder
in progress
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personal queuemark complete
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Simplified View for Collection Managers
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Detailed View for Staff and Administrators
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Routing View
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send email notificatio
nsthrough
tool
everyone
involved in
process
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Search
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Cancellation Highlights
• Selector Initiation»Save to My Folder (for later)
• Routing»Workflow queue»Notification alerts» In process status
• Functionality / Infrastructure
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Acquisitions Module
• Re-purpose, expand Cancellation»Product»Cost»Licensing»Routing»Organizations• Contacts, Account numbers, Support
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In Progress
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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?
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Next Steps
• Organizations - #1• Acquisitions - #2• CORAL Completion»End of summer (fingers crossed)
• Why should you care?»Sharing»Development partner?
ER&L 2010
The End
• Robin Malott» rmalott@nd.edu
• Benjamin Heet»bheet1@nd.edu
Slides: http://www.library.nd.edu/eresources/downloads
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