open source electronic resource management systems: ermes and coral (ala annual 2011)

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Open Source Electronic Resource Management Systems: CORAL and ERMes ALA Annual Conference June 26, 2011 10:30 am to 12:00 pm Benjamin J. Heet Senior Technical Consultant/Analyst Robin Malott Sr. Software Developer Galadriel Chilton Electronic Resources Librarian William Doering Systems, Catalog, & Digital Initiatives Librarian

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PowerPoint slides for the presentation given June 26, 2011 at the American Librarian Association's Annual Conference in New Orleans, LA. Presentation Description: To tame the complex and ever-changing electronic resource management landscape, electronic resource management systems need to be flexible, evolving and affordable. Two such systems are ERMes and CORAL, developed by libraries for libraries and made freely available. ERMes runs in Microsoft Access and is suitable for small and medium libraries. Released in summer 2010, CORAL, is a modular, web-based system. Presenters will discuss the development, use and future plans for each system.

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Page 1: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Open Source Electronic Resource Management Systems:

CORAL and ERMes

ALA Annual ConferenceJune 26, 2011

10:30 am to 12:00 pm

Benjamin J. HeetSenior Technical Consultant/AnalystRobin MalottSr. Software Developer

Galadriel ChiltonElectronic Resources Librarian

William DoeringSystems, Catalog, & Digital Initiatives Librarian

Page 2: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Electronic Resource Management System Overview

Benefits Challenges

Photo by Jerry Wong Photo by Tom Blackwell

Page 3: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Electronic Resource Management System Overview

Photo by rosipaw

Every library has different work flows, different purchasing models, and different needs based on how they operate.

One size does not fit all!

Page 4: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Electronic Resource Management System OverviewLibraries need flexible tools that are customizable and easily adapt to the quickly changing landscape of resource management.

Photo by Joe Shlabotnik

Page 5: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Building an ERM Yourself

Photo by Tracy O

Reasons why we pursued local development.

Photo by Terence Faircloth

Photo by Noel HankamerPhoto by guercio

Page 6: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Building an ERM YourselfWhat are the dangers and challenges of local development?

Photo by Terence Faircloth

Photo by David ReecePhoto by Tom Blackwell

Page 7: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Releasing as Open SourceThe benefits of sharing the code and building a user community.

Better solutions through shared work.

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Page 8: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

Supporting the Software

Juggling with our other job responsibilities

• Build a better system through the contributions of a community of users• Benefits of utilizing commonly used technologies

Sustainability of open source software and costs/benefits of using open source software.

Page 9: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

ERMesERMes’ History: How and Why an MS Access ERMS

Page 11: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

http://murphylibrary.uwlax.edu/erm/

Supporting ERMes UsersERMes

Page 12: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

ERMes: Supporting Users

Page 13: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

ERMes

Demo!

Page 14: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

ERMesInto the Future and Beyond

Photo by Jim Crotty

Page 15: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

CORAL

Centralized Online Resources Acquisitions and Licensing

Our Development Approach- Needs based- Keep it simple- Ease of use

Why CORAL?- Open Source- Built by a library- Modular- Customization

Page 16: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

acq workflow management

Page 17: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

product details, local data

Page 18: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

routing, task based alerts

Page 19: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

administration, customization

Page 20: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

licensing management

Page 21: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

document details, relationships

Page 22: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

license expressions, terms

Page 23: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

organizations management

Page 24: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

org details, local account data

Page 25: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

journal stats management

Page 26: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

platform, publisher details

Page 27: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

reporting front-end

Page 28: Open Source Electronic Resource Management Systems: ERMes and CORAL (ALA Annual 2011)

CORAL

Centralized Online Resources Acquisitions and Licensing

GET CORAL @ http://erm.library.nd.edu

Robin Malott, [email protected] Heet, [email protected]