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– to help user identify parent or main document versus child documents or amendments or current agreements versus no longer active agreements – would click to “show all...”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
Tanya Prokrym, Services Librarian for Electronic [email protected]
For more information: http://erm.library.nd.edu
http://erm.library.nd.edu
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