why new erms?
Post on 22-Feb-2016
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CORAL: UConn’s Implementation and Use of an Open Source Electronic Resources Management System
Chenwei Zhao
University of Connecticut Libraries
WHY NEW ERMS?
Homegrown ERMS
• Old & outdated• Rigid• Access• No uploading
New ERM Team
CORALCentralized Online Resources Acquisitions and Licensing
CORAL
CORAL
Highly Flexible
Image source: http://justcreative.com/2012/01/11/how-to-get-better-clients/
INSTALLATION• Designated virtual machine:
• IT:
• CORAL documentation: (https://erm.library.nd.edu/documentation)
IMPORTINGResource IDs in CORAL
INSTALLATION + IMPORTING
Total time spent:
(Sporadic efforts. Back and forth for adjustments)
3-4 weeks
USE
Three types of accounts /users
• Administrator• ERM Team • Other Library Staff
USE: ADMINISTRATOR
• Manage user accounts • Set up user privileges• Update settings (Customizations within CORAL)
…
USE: ADMINISTRATOR
USE: ERM TEAM
Add/edit data
USE: OTHER LIBRARY STAFF
View Only
Licensing terms for ILL, E-reserve, Course Packets
CUSTOMIZATIONEverything is documented:
• Within CORAL by Administrator• Technical backend by local IT• Major changes by CORAL community
CUSTOMIZATION: WITHIN CORAL
CUSTOMIZATION BY IT
CUSTOMIZATION: MAJOR FEATURES
org_sidebar.png
CUSTOMIZATION: MAJOR FEATURES
CUSTOMIZATION: MAJOR FEATURES
NEXT STEP: WORKFLOW
NEXT STEP: WORKFLOW
NEXT STEP: MANAGEMENT MODULE
Live now: https://github.com/ndlibersa
Image source: http://www.mrhandymanfranchise.co.uk/next-steps/
CORAL SUPPORT
• https://erm.library.nd.edu/
• Github: https://github.com/ndlibersa Technical docs. Updates, latest versions.
• Free• Easy to install and
maintain• Flexible• User-friendly
• Support
“There is no fully implemented ERMS, because the world of electronic resources is
always changing.”
--Galadriel ChiltonERM Librarian at UConn
Questions?
chenwei.zhao@lib.uconn.edu
http://www.linkedin.com/in/chenweizhao http://www.slideshare.net/ChenweiZhao
http://s.uconn.edu/czhao
ChenweiZhao Electronic Resources Coordinator University of Connecticut Libraries
Special thanks to Nicholas Eshelman, Galadriel Chilton, and Jennifer Eustis for their help with this presentation.
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