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• Old & outdated• Rigid• Access• No uploading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

    Interoperable

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: WITHIN CORAL

CUSTOMIZATION: WITHIN CORAL

CUSTOMIZATION BY IT

CUSTOMIZATION: MAJOR FEATURES

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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.