A  O  S   d l i d ERMAn Open Source, modularized ERM

Demo at ALA Networking Uncommons  June 2010Demo at ALA Networking Uncommons, June 2010

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Before CORAL‐Licensing One shared drive of hundreds of agreements – difficult to search and find and manage

Started work, Summer 2009 with a review of selected license agreements and test moduleL h d    i  O b   Launched current version, October 2009

Rolled out internally, February 2010  t  l d d i t  CORAL Li i   t  f  577 agreements loaded into CORAL‐Licensing, part of 

290 license records and 270 providers As of June 23, 2010As of June 23, 2010

630 agreements loaded, 366 license records, 395 providers

Document status includes:Complete –PDF available and selected terms have Complete PDF available and selected terms have been pulled out for referenceEditing Expressions –selected terms in process of being recordedDocument Only –scanned license available at Document Only  scanned license available at this time (specific terms not isolated/loaded)NLR –No License Required / available per publisher/providerAwaiting Document –License PDF not yet Awaiting Document  License PDF not yet loaded

h b ll h b lMain search box will search by license record name, provider name (entity the agreement is with), and license document name (scanned PDF) namedocument name (scanned PDF) name

Parent/Child Agreements

Similar functionality to show previously archived agreements also exists, agreements still accessible but option to hide/show to keep the view clean, especially if many documentsaccessible but option to hide/show to keep the view clean, especially if many documents under one record – to help user identify parent or main document versus child documents or amendments or current agreements versus no longer active agreements – would click to “show all...” to expand view of additional items.

Expressions Currently Tracking Authorized Users Confidentiality Clause Coursepacks

List of licensing “expressions” or specific clauses currently tracked by Coursepacks

eReserves ILL

specific clauses currently tracked by Notre Dame – CORAL-Licensing is flexible - this list can be expanded or modified easily based on the needs

Jurisdiction Multi Year Term P t C ll ti  A

of a specific institution in the Admin portion of the Licensing module

Post Cancellation Access Third Party Archiving Also –“To Do” and General Notes section for internal record keeping purposes

A t NAgreement NameProvider

Expression Comparison functionality allows users to limit by any of the tracked expressions types – to identify ideal and not-so ideal license terms or get a betterso-ideal license terms or get a better understanding of terms across agreements

Admin screen continued from previous screenshot –example of how easy it is toexample of how easy it is to add to License Status, for example, click “add new status” to get a box to fill in

d d t !and you are ready to go!

Using licensing data from CORALLinks only work with ND logins

CORAL‐Licensing

Links only work with ND logins –screenshots of Terms Tool following, to show how we are using data from CORAL-Licensing outside the tool to

Coursepack and ILL Terms Tool – eJournal Locator Coursepack Terms tool (as of 5/20/10) 

display specific terms to ND users

Coursepack Terms tool (as of 5/20/10) 14 providers, 8055 titles – 3412 = coursepacks permitted

ILL Terms tool (as of 5/20/10)19 providers, 7385 titles subscribed titles + 7,591 EBSCO ASP & BSC titlesASP & BSC titles

Terms Tool example

P id  NProvider Name

Platform

Provider Name

Platform

Organization Data in CORAL

Name Role  Role 

Publisher, Provider, Vendorl Account Details

Contacts – specific and general Issues Alternate names  acronyms  name changes Alternate names, acronyms, name changes

Organization Relationships  in CORAL

Parent/childParent/child

Licenses 

Organizations – Search Window

Main search area searches by name, role or contact name OR an A‐Z list is available OR an A Z list is available 

Organizations within CORAL

Organizations related to licenses

Organizations – Organization Window

Organizations – Contacts window

Named ContactUnnamed Contact

Organizations – Accounts window

Organizations – Licensing window

link to license

Questions? Andrea Langhurst, Licensing/Acquisitions Librarian

langhurst.1@nd.edu

Tanya Prokrym, Services Librarian for Electronic ResourcesResourcestprokrym@nd.edu

For more information: http://erm.library.nd.edu

http://erm.library.nd.edu