georgia fujikawa and bob mcquillan electronic resource management: getting a running start on your...
DESCRIPTION
What is Millennium Electronic Resource Management (ERM)? Product that provides the library a central place to store information about e-resources, and a mechanism to expose that information to staff and patronsTRANSCRIPT
Georgia Fujikawa and Bob McQuillan
Electronic Resource Management:Getting a Running Start on Your Implementation
May 17 - 20, 2009
Hello … Who We Are
Georgia Fujikawa– Manager, Training
Programs
Bob McQuillan– Senior Product
Manager
BlackpitShooting
What is Millennium Electronic Resource Management (ERM)?
Product that provides the library a central place to store information about e-resources, and a mechanism to expose that information to staff and patrons
What else?
Tool to manage licensed resources– E-journals– Abstracting and indexing (A&I) databases– Full-text databases
Fully integrated with Millennium products
Myth Busters
crosathorian
Good News … We Can Get You Started!
Initial phone consultationWe do some preparation workInnovative Training Consultant spends 3 days on site – 2 days implementation plus one day trainingYou can be live when the trainer leaves
What’s at the Finish Line?
Where can I get it?What will I find there?
Why can’t I get there?
Who can get there?
I want to hold it in my hands!
Additional bibliographic detail
This is what I want
Essential Millennium ERM Implementation Stages
Stage 1: Identify and load Resource recordsStage 2: Customize Resource recordsStage 3: Load coverage dataStage 4: WebPAC / Encore display
Our Implementation Department staff will take you through the first four stages:
Essential Millennium ERM Implementation Stages
Stage 5: Ongoing maintenance– Load or create license and contact
records– Maintain coverage updates– Usage statistics and cost analysis
Library is now trained and prepared to take over:
What Are All the Pieces Involved?
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Stage 1: Identify & Load Resource Records
Identify available records, whether from– Existing database, or – Vendor data, or– Existing bibliographic records
If you do not have a good source of resource records, we can provide a default batch of records that can be customized for your needs
Stage 1: Identify & Load Resource Records
Default record set … example recordSuppressed from public display
Note regarding record source Generic URL
Minimal information in fixed fields
Stage 2: Customize Resource RecordsResource ID customized to match coverage data source
Generic URL appended with proxy or password
Fixed field information created
Stage 3: Coverage data
Identify data sourcesLoad coverage dataEdit coverage dataTitle overlap report
Stage 3: Load coverage data
Possible data sources– Content Access Service (CASE)– Vendor provided files– External knowledgebase• SFX data (using script developed by
University of Saskatchewan – i.e., SaskScript)– Library maintained files
Stage 3: Load coverage data
Content Access Service (CASE)– Coverage data service provided by
Innovative Interfaces – Includes A-Z list of databases and journal
titles– Subscription product included free with
Millennium ERM for first 12 months
Stage 3: Load coverage data (CASE)
Content Access Service (CASE)
Stage 3: Load coverage data
Coverage Load matching– Resource record contains a Resource ID
variable field matching the same field in the coverage file
– Bibliographic records contain an ISSN, title or alternative lookup value, which is most often a unique number provided by the coverage vendor
Stage 3: Load coverage data
Stage 3: Load coverage dataLoad Catalog– Finds existing bibliographic
records or creates new bibliographic records for each e-journal title
Load Coverage– Updates holdings
information for each title in the coverage database
Stage 3: Load coverage dataCoverage Edit database– New resources added– New titles added– Existing titles updated– “Deleted” titles identified in
report– Edit coverage file entries
Stage 3: Load coverage data
Resource Record---------------------------
EBSCOhost: Electronic
Journals Service
Holdings Record------------------------------
1975 - Present
Bibliographic Record
---------------------------Agricultural Economics
Bibliographic Record
---------------------------Methods in
Spectroscopy
Resource Record---------------------------
Science Direct
Holdings Record------------------------------
1975 - 2005
Holdings Record------------------------------
1998 - Present
Bibliographic Record
---------------------------Archives of Brain
Studies
Holdings Record------------------------------
Vol.75
Stage 3: Title overlap report
Stage 4: WebPAC / Encore Display
How do we want to make ERM records available in WebPAC or Encore?– Bibliographic records of online journal titles
with resource and license information– Searchable resource (database) records
displaying license information and associated bibliographic records / holdings
– A-Z List of databases and journal titles
Stage 4: WebPAC / Encore Display
Stage 4: WebPAC / Encore Display
Stage 4: WebPAC / Encore Display
Stage 4: WebPAC / Encore Display
Index Options:– Resource name index– Resource subject index– Resource names in title index
Stage 4: Display … Indexing
Stage 4: WebPAC / Encore Display
Web Options:– Out-of-the-box web options are set up for
immediate use– Or we can customize (e.g., configure which
license fields to display in the public record view)
Stage 4: WebPAC / Encore Display
Stage 4: WebPAC / Encore Display
A-Z Lists:– Use the resource name and resource subject
to generate finding aids
Stage 4: WebPAC / Encore Display
Stage 4: WebPAC / Encore Display
Stage 5: Ongoing Maintenance
Load or create License and Contact recordsAttach order recordsAdd new Resource recordsMaintain coverage updatesUsage statistics and cost analysis
Stage 5: Ongoing Maintenance
Create or load License Records
Stage 5: Ongoing Maintenance
Create Contact Records
Stage 5: Ongoing Maintenance
Load coverage updates based on the frequency of your vendor’s coverage filesHandle the added titles, deleted titles and exceptions
License Record------------------------------
License Details
Stage 5: Ongoing Maintenance
Resource Record---------------------------
EBSCOhost: Electronic
Journals Service
Holdings Record------------------------------
1975 - Present
Bibliographic Record
---------------------------Agricultural Economics
Bibliographic Record
---------------------------Methods in
Spectroscopy
Resource Record---------------------------
Science Direct
Holdings Record------------------------------
1975 - 2005
Holdings Record------------------------------
1998 - Present
Contact Record------------------------------
Contacts
Order Record------------------------------
Payments
Bibliographic Record
---------------------------Archives of Brain
Studies
Holdings Record------------------------------
Vol.75
Stage 5: Ongoing Maintenance
Usage Statistics– ERM AutoStat
Configuration– SUSHI statistics
from vendors
Stage 5: Ongoing Maintenance
Stage 5: Ongoing Maintenance
Why Millennium ERM?
Promotes your e-resources to your usersHelps solve subscription and license management issuesIntegrated into your current system for staff and patronsAllows you to track license/resource data, then allows you to present that data to staff and patrons
Why our implementation & training plan?
Ready-to-use Resource recordsWe walk you through the process and leave you ready to go liveYour first coverage load is doneWebPAC and Encore are ready to displayWe train you and your staff on the new functionality
Questions?
BlackpitShooting
Georgia Fujikawa– Manager, Training
Programs
Bob McQuillan– Senior Product
Manager
New! Encore Reporter
Encore Reporter is an exciting new product that produces robust reports from a rich variety of data sources.
Presentations on Wednesday, May 20th
10:00am Encore Reporter Presentation Innovative Information Center
12:30pm Encore Reporter Presentation Innovative Information Center
1:30pm Session O11: “Encore and Beyond:Building on the Encore Framework”
California A
2:30pm Encore Reporter Demonstration Innovative Information Center