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Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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The Hesburgh Libraries at the University of Notre Dame have committed to building a custom ERM system after several years of investigating vended solutions. This presentation will include the reasons for our decision, the approach we are taking to building a custom solution, and why we think this is the best option available.
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Can We Build It? Yes, We Can! Building an ERM solution at the University of Notre Dame Robin Malott, Benjamin Heet ER&L 2010 University of Notre Dame
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Page 1: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 2: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

What’s on tap for today?

• Background»Our situation

• Do It Yourself»Our approach

• ERM Components»Modules

Page 3: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 4: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

TheCrowd

ed ERM

Page 5: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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”

Page 6: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 7: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

ERM System Development

• Promotes collaboration• End users see progress quicker• Easier implementation

Advantages

Page 8: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

ERM System Development

• Important to have a strong framework and standards• Needs programmer on staff

Disadvantages

Page 9: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

ERM System Development

• PHP and MySQL• Focus on workflow• Simplified interface design

Our Approach

Page 10: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Out of intense complexities, intense

simplicities emerge.Winston Churchill

“”

Page 11: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Centralized Online Resources Acquisitions and Licensing

Data Mart Reporting Tool

Usage Statistics

Licensing

Cancellation

CORAL

Acquisitions

Organizations

Page 12: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L2010

Data Mart Reporting Tool

Page 13: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

The winding road

• Datamart»Met reporting needs

• Usage Statistics»Collection dev. priority

• Licensing»Last hope for vended solution

• Acquisitions

Page 14: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

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

Page 15: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Includes archive reportsOverride bad data…it happens!

Page 16: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

- Logfile of upload activity- Link to original file

Page 17: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Page 18: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Page 19: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 20: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

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

Page 21: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Queue showing licenses with active status

Page 22: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Search against license, document and provider names

Page 23: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Open the scanned license, view terms/expressionsChildren documents associated to parent licenseShowing child amendment to primary license

Page 24: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Page 25: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

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

Page 26: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Compare expressions across all documents!

Confidential License Agreement

Page 27: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 28: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

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

Page 29: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

current queue

my folder

in progress

Page 30: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

personal queuemark complete

Page 31: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Simplified View for Collection Managers

Page 32: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Detailed View for Staff and Administrators

Page 33: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Routing View

Page 34: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

send email notificatio

nsthrough

tool

everyone

involved in

process

Page 35: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Search

Page 36: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Cancellation Highlights

• Selector Initiation»Save to My Folder (for later)

• Routing»Workflow queue»Notification alerts» In process status

• Functionality / Infrastructure

Page 37: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Acquisitions Module

• Re-purpose, expand Cancellation»Product»Cost»Licensing»Routing»Organizations• Contacts, Account numbers, Support

Page 38: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

In Progress

Page 39: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

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?

Page 40: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

Next Steps

• Organizations - #1• Acquisitions - #2• CORAL Completion»End of summer (fingers crossed)

• Why should you care?»Sharing»Development partner?

Page 41: Can We Build It? Yes We Can! Building an ERM Solution at the University of Notre Dame

ER&L 2010

The End

• Robin Malott» [email protected]

• Benjamin Heet»[email protected]

Slides: http://www.library.nd.edu/eresources/downloads

mailto:[email protected]
mailto:[email protected]

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