Serials Standards: Envisioning a Solution to the Online Serials
Implementing ERMs: Opportunities and Challenges Jeff Campbell, Systems Librarian, UNC Chapel Hill...
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Transcript of Implementing ERMs: Opportunities and Challenges Jeff Campbell, Systems Librarian, UNC Chapel Hill...
Implementing ERMs: Opportunities and Challenges
Jeff Campbell, Systems Librarian, UNC Chapel HillRebecca Kemp, Serials Supervisor, UNC Wilmington
2007 NC Serials ConferenceThe William and Ida Friday Continuing Education CenterChapel Hill, NCMarch 30, 2007
What is ERM / what does ERM do?Central database to hold information about e-
resources Contact record
Company name, address, contact name, address, phone, e-mail
Resource record Resource name, URL, administrative info, resource format,
resource advisory, usage statistics License record
Authentication method, number of concurrent users, perpetual access
Coverage information
Getting Started - UNCCH: The Taskforce to form the Taskforce Cross-library/Divisional Taskforce:
Health Science, Law, and Academic Affairs Libraries Serials Cataloging Systems
Charge Developing a plan for implementation.
UNCCH: ERM Task Force Recommendations A phased implementation
Management (Client) OPAC View (Public) A to Z list
To form and charge a new committee ERM Advisory Committee. Cross-Library/Divisional
Serials Cataloging Systems
Getting started - UNCW: Making Decisions
Assigning values to customizable fixed length and variable length fields
What fields should be indexed Deciding what will be displayed in OPAC Deciding whether to continue to use bib records for e-
resources, or just resource records, or some combination
For UNCCH: Brief Bib vs. Full MARC Record Decision to use coverage load functionality- requires
further configuration Meeting as a consortium to discuss decisions that affect
us all
Organizing information
Documentation for the choices we have made
Keeping together information sources (recommend keeping a binder) Manual other people’s presentations meeting minutes relevant listserv posts
Workflow Changes
Division of labor at UNCW straightforward one librarian- all the licenses Another librarian- all the systems capabilities and
information RLK: coverage load (journal holdings) information
Workflow Changes, Continued A work in progress at UNCCH
Currently under the process of adding and testing existing resources to the ERM.
Will add new resources when purchased Workload
Graduate Student Employees Library Staff
Training / Retraining
Training ourselves: Learning how the different web OPAC displays
work, both in old OPAC and OPAC redesign Learning how new coverage load works; different
before switch to ERM When necessary, contacting the vendor Help
Desk for much needed instruction Training others
New Procedure: Coverage Load How coverage load works:
Obtain coverage spreadsheet from journal database provider / use Serials Solutions coverage data
Format spreadsheet for coverage load Batch input spreadsheet data into ERM coverage load
module Coverage load module creates and populates checkin
records for titles in spreadsheet Coverage information displays in the OPAC Coverage load data is stored for future use in the
Coverage Edit database
UNCCH Implementation: OPAC Display Currently Under Review Decisions to be made:
Resource Record Should Resource Display? Should it be searchable?
Fields to display How much data from each record type?
Integration with already-existing practices and resources Resource records and bib records Vendor password spreadsheets – resource
records Usage statistics procedures- UNCW has yet to
determine how to incorporate into ERM module UNCW Librarian in charge of licensing will now
start the resource record and license record during license approval process
UNCCH: Serial Solutions data
Unexpected Challenges Helping develop product, documentation with
our vendor; degree to which information is gained by reading listserv postings rather than by talking with vendor reps
Purchasing an additional module to allow for a consortium to use ERM software
Coverage load database issues Overlaying of records Time needed
Presenter Contact Information
Jeff Campbell216 Davis LibraryChapel Hill, NC 27599Phone (919)[email protected]
Rebecca KempRandall Library601 S. College Rd.Wilmington, NC 28403Phone (910) [email protected]