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Lessons Learned from ERMS Implementation

Discover the challenges faced during an ERMS implementation at University of North Texas Libraries, the search for ERMS, dealing with budget cuts, and preparing for the implementation week. Learn valuable lessons and tips for successful implementation.

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Lessons Learned from ERMS Implementation

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  1. Preparation is Key: Lessons Learned from an ERMS Implementation Todd Enoch Head, Serials and Electronic Resources University of North Texas Libraries

  2. ABOUT UNT • Student-focused public research university • 97 bachelor's, 88 master's and 40 doctoral degree programs • 29,486 FTE • 4publicly accessible library buildings • 2 remote storage facilities

  3. ERMS at UNT • Electronic Resource Database (ERDB) • Homegrown ERMS • Order, Contract, and Item records • Generated stable resource URLs • Allowed uploading of relevant documents

  4. PROBLEMS WITH ERDB • Turnover in programmers • Difficulty in upgrading and customization • Problems with ejournal and ebook portions • No way to share data with other systems (ILS, Knowledgebase)

  5. SEARCH FOR ERMS • Began investigating ERMS products in Nov 2011 • Recommended purchase of III ERM Module • Planned implementation visit mid-June 2012

  6. BUDGET CUTS • $1 million • Became $1.2 million • Process lasted from Dec. 2011 – Aug. 2012

  7. ERDB CRASHES • Mid-Feb 2012, ERDB server suffered catastrophic collapse • Only LIB-TACO can edit public facing information • Unable to access staff side

  8. WHAT DID WE DO TO PREPARE? • Attended presentations/panels on ERMS implementations • Conference call with III implementer • Provided data files to III for pre-processing

  9. IMPLEMENTATION WEEK • Day 1 • Resource Record Creation • Contact Record Creation • Template Creation • Day 2 • Resource Record editing • Contact Record Creation • Coverage Load • Day 3 • Coverage Load continuation • Web Customization

  10. HOW DID IT GO? • Stressfully • Technical difficulties • Lack of formal decisions beforehand • Clashing expectations • A (qualified) success

  11. WHAT LESSONS DID WE LEARN?

  12. Discuss Your Philosophy • Why are you implementing an ERM? • What material should be included? • Should your focus be broad or narrow?

  13. Identify Your Needs • Staff needs • Workflow • Customizable fields • Patron needs • What do you think they need to see? • What do they think they need to see?

  14. Do Your Homework • Read the documentation • Read it again • Review articles, conference notes, etc.

  15. Determine Your Terminology • Resource description • Subject headings • Public field names

  16. Optimize Your Implementation Time • Compile list of questions • Utilize your staff

  17. Be Aware You’re Unprepared

  18. Questions? • Todd.Enoch@unt.edu • For more about our programs, collections, and initiatives, visit • www.library.unt.edu • Thank you!

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