Building Your ERM Building Your ERM Knowledge BaseKnowledge Base

Bigger Isn’t Necessarily Bigger Isn’t Necessarily BetterBetter

Or Is It?Or Is It?

NISO E-Resources ForumNISO E-Resources ForumDenver, CO Denver, CO September 24-25, 2007September 24-25, 2007

Session OutlineSession Outline

Reference sourcesReference sources Project goals and objectivesProject goals and objectives Reality checkReality check Sources of dataSources of data Record structureRecord structure OutputsOutputs

Session OutlineSession Outline

WorkflowWorkflow StaffingStaffing TrainingTraining Ongoing maintenanceOngoing maintenance Discussion/Examples/QuestionsDiscussion/Examples/Questions

Where would I be without my Where would I be without my coffee?coffee?

Reference sourcesReference sources

Digital Library FederationDigital Library Federation Electronic Resource Management Initiative Electronic Resource Management Initiative

Deliverables (aka the Web hub)Deliverables (aka the Web hub)http://www.library.cornell.edu/elicensestudy/dlfdeliverables/hohttp://www.library.cornell.edu/elicensestudy/dlfdeliverables/home.htmme.htm

Appendix D (Data Dictionary)Appendix D (Data Dictionary) Appendix E (ERM System Data StructureAppendix E (ERM System Data Structure))

Reference sources cont.Reference sources cont.

NISO activitiesNISO activities SERUSERU http://www.niso.org/committees/SERUhttp://www.niso.org/committees/SERU// License ExpressionLicense Expression http://www.niso.org/committees/License_Expression/Licenhttp://www.niso.org/committees/License_Expression/Licen

seEx_comm.htmlseEx_comm.html

What do I want to accomplish?What do I want to accomplish?

Track trialsTrack trials Track administrative detailsTrack administrative details Collect use statisticsCollect use statistics Display better information to usersDisplay better information to users Gain control over licensesGain control over licenses ReportsReports

Who decides?Who decides?

E-Resources LibrarianE-Resources Librarian Technical ServicesTechnical Services Library administrationLibrary administration Collection developmentCollection development ILLILL The ERM vendor!The ERM vendor!

Where’s my information?Where’s my information? Paper filesPaper files ILSILS Subscription agentSubscription agent Other knowledge bases (SFX, Serials Other knowledge bases (SFX, Serials

Soltuions, TDNet)Soltuions, TDNet) Local solutions (spreadsheets, databases)Local solutions (spreadsheets, databases) Institutional memory Institutional memory

Record StructureRecord Structure

What do you want to track and why?What do you want to track and why? DLF has a 40 page data element dictionaryDLF has a 40 page data element dictionary Where is the data and who controls it?Where is the data and who controls it? Specific ERM design limitationsSpecific ERM design limitations Consider public display and reportsConsider public display and reports

OutputsOutputs

Who is your audience?Who is your audience? OPACOPAC A-Z listsA-Z lists ReportsReports

SpreadsheetsSpreadsheets SQLSQL Searchable web pageSearchable web page

WorkflowWorkflow

What can be automated?What can be automated? Manual inputManual input Assembly line approach possible?Assembly line approach possible? Documentation!!!Documentation!!!

StaffingStaffing

Analyze number and skill setAnalyze number and skill set License work is more time consumingLicense work is more time consuming Roles and responsibilitiesRoles and responsibilities

TrainingTraining

Develop a data dictionaryDevelop a data dictionary TemplatesTemplates User Groups/online discussion listsUser Groups/online discussion lists Vendor manualsVendor manuals Practical realitiesPractical realities

PrioritiesPriorities Revise, reviseRevise, revise

Ongoing MaintenanceOngoing Maintenance

Whose responsibility?Whose responsibility? Quality controlQuality control Schedule for updatesSchedule for updates Problem reportingProblem reporting Evaluation/AssessmentEvaluation/Assessment

DiscussionDiscussion

Buffalo examples Buffalo examples Data dictionaryData dictionary RecordsRecords ReportsReports

QuestionsQuestions

Thank you!Thank you!

Susan DavisSusan Davis

Head, Electronic Periodicals ManagementHead, Electronic Periodicals Management

University at BuffaloUniversity at Buffalo

UNLSDB@buffalo.eduUNLSDB@buffalo.edu

716-645-2784716-645-2784

Ongoing MaintenanceOngoing Maintenance

Who’s responsible?Who’s responsible? How do they know when to update?How do they know when to update? Quality controlQuality control ReportsReports Are you happy with your choices?Are you happy with your choices?

DiscussionDiscussion

Sample records and reportsSample records and reports Future developmentsFuture developments QuestionsQuestions Answers (maybe)Answers (maybe) Advice from others?Advice from others?