can we build it? yes we can! building an erm solution at the university of notre dame
DESCRIPTION
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.TRANSCRIPT
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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
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ER&L 2010
What’s on tap for today?
• Background»Our situation
• Do It Yourself»Our approach
• ERM Components»Modules
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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
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ER&L 2010
TheCrowd
ed ERM
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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”
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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
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ER&L 2010
ERM System Development
• Promotes collaboration• End users see progress quicker• Easier implementation
Advantages
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ER&L 2010
ERM System Development
• Important to have a strong framework and standards• Needs programmer on staff
Disadvantages
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ER&L 2010
ERM System Development
• PHP and MySQL• Focus on workflow• Simplified interface design
Our Approach
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ER&L 2010
Out of intense complexities, intense
simplicities emerge.Winston Churchill
“”
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ER&L 2010
Centralized Online Resources Acquisitions and Licensing
Data Mart Reporting Tool
Usage Statistics
Licensing
Cancellation
CORAL
Acquisitions
Organizations
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ER&L2010
Data Mart Reporting Tool
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ER&L 2010
The winding road
• Datamart»Met reporting needs
• Usage Statistics»Collection dev. priority
• Licensing»Last hope for vended solution
• Acquisitions
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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
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ER&L 2010
Includes archive reportsOverride bad data…it happens!
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ER&L 2010
- Logfile of upload activity- Link to original file
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ER&L 2010
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ER&L 2010
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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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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
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ER&L 2010
Queue showing licenses with active status
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ER&L 2010
Search against license, document and provider names
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ER&L 2010
Open the scanned license, view terms/expressionsChildren documents associated to parent licenseShowing child amendment to primary license
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ER&L 2010
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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
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ER&L 2010
Compare expressions across all documents!
Confidential License Agreement
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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
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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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ER&L 2010
current queue
my folder
in progress
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ER&L 2010
personal queuemark complete
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ER&L 2010
Simplified View for Collection Managers
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ER&L 2010
Detailed View for Staff and Administrators
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ER&L 2010
Routing View
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ER&L 2010
send email notificatio
nsthrough
tool
everyone
involved in
process
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ER&L 2010
Search
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ER&L 2010
Cancellation Highlights
• Selector Initiation»Save to My Folder (for later)
• Routing»Workflow queue»Notification alerts» In process status
• Functionality / Infrastructure
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ER&L 2010
Acquisitions Module
• Re-purpose, expand Cancellation»Product»Cost»Licensing»Routing»Organizations• Contacts, Account numbers, Support
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ER&L 2010
In Progress
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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?
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ER&L 2010
Next Steps
• Organizations - #1• Acquisitions - #2• CORAL Completion»End of summer (fingers crossed)
• Why should you care?»Sharing»Development partner?
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ER&L 2010
The End
• Robin Malott» [email protected]
• Benjamin Heet»[email protected]
Slides: http://www.library.nd.edu/eresources/downloads