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Finding the ERM that Fits Now...and Later Wendy Allen Shelburne Electronic Resources Librarian

Finding the ERM that Fits Now...and Later Wendy Allen Shelburne Electronic Resources Librarian. “When you come to a fork in the road, take it…” Yogi Berra. E-Resources at Urbana. 60,000+ electronic journals 250,000+ electronic books More than 300 databases

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Finding the ERM that Fits Now...and Later Wendy Allen Shelburne Electronic Resources Librarian

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  1. Finding the ERM that Fits Now...and LaterWendy Allen ShelburneElectronic Resources Librarian

  2. “When you come to a fork in the road, take it…” Yogi Berra

  3. E-Resources at Urbana • 60,000+ electronic journals • 250,000+ electronic books • More than 300 databases • 2.0 FTE solely devoted to E-resources – 1 just hired in August 2007, another position to be added in 2008 • Partial support from Cataloging and Library IT

  4. Big Questions • How are we currently managing electronic resources? • What are the limitations of the current situation? • What do we need to do and what can we do to improve staff management and user experience with electronic resources?

  5. Big Questions Answered • How are we managing? • Fair to middlin’, with a big mess brewing • What are the limitations? • Staffing and current tools • What can we do to improve? • Improve staffing and tools

  6. Now What? We needed to find our fit in a product, relative to our current resources and current needs, while being mindful of where we really want to go with all of this!

  7. Our Tools • Home Grown A-Z/Hybrid ERM (ORR) • http://www.library.uiuc.edu/orr/ • (Live June 2004-populated from 8 data sources-) • Local Installation of SFX • Live October 2005 – • Voyager • Voyager Acquisitions implemented in 2004 after a migration from III, OPAC 2003

  8. ORR • Our homegrown A-Z/hybrid ERM • Still a great A-Z interface, but… • Significant data overlay problems (bad coverage information and disappearing resources) • E-Resources has inadequate control of the database • Market changes affecting our primary knowledge base • Long term intentions to remap SFX data to populate this system

  9. SFX • Sources still need activation • No matching workflow for target activation from new activations in ORR • Differences between this knowledge base and our ORR knowledge base • Unable to manage two commercial e-resource knowledge bases • Ability to manage some titles here without putting in ORR

  10. Voyager • Acquisitions Client is unsuitable for almost all electronic resource needs • Difficult to keep pace in public display of OPAC changes • Unable to provide good statistical data internally or externally • Never had strong desire to use the OPAC as a finding aid or inventory of electronic resources

  11. The ERM Decision • Lack of ability to continue investments in back end of ORR and increasing problems managing the knowledge base of ORR • Increased number of subject selectors choosing electronic only subscriptions • Redundant, almost comical, workflows • E-books • Unlikely to receive substantial staff increases • One time availability of funds

  12. Firm Commitments • SFX • Voyager • ORR • Desire to focus on knowledge base relative to future work –federated searching, next generation OPAC, etc.

  13. Major Factors in Decision Process • Insufficient support to manage two commercial knowledge bases (TdNet and SFX) • Inability to reflect in Voyager Acquisitions subscription format, and split payment titles. • Inability to adequately manage shared UI three campus products • Inability to adequately manage titles under consortial agreements. • Desire to support user focused initiatives • Unexpected availability of funding

  14. Major Players in UIUC Decision Process • AUL for Collections • AUL for Information Technology Planning and Policy • AUL for Services • Head of Content Access Management • Electronic Resources Librarian

  15. Implementation Plans • First and foremost: Straightening out the journals • Completing our SFX implementation • Focus on building a solid knowledge base that we can better control • Prepare for loading MARC records for licensed, as opposed to purchased, titles • Carve out workflows that make sense, where we can…

  16. Your Current Situation • Acquisitions • ILS data, another system, use all, use some, and if so, how? • A-Z List and Link Resolver • Will there be a relationship with your ERM? • All those folders, spreadsheets, and lists • What if this is your best data?

  17. Introspection • What do want to achieve first with an ERM? • Map licenses? • Improve acquisitions? • Create workflows? • Straighten out your databases? • Just figure out what you have and how you are paying for it?

  18. Issues to Consider • Locally served or hosted? • Primary relationship to ILS, or something else? Maybe a mix? • Will it work with your existing tools? • Will it work with your existing staff? • Do you have datasets to load, or students to type? • What needs to be improved now, and what can wait? • Are you better served diving in now or should you wait?

  19. Future Tense • What do want to achieve in the long term with your ERM? • Information for staff and users • Population of other systems • A searchable repository • Vendor Supplied Data • Invoice payment • Something not listed here or something that hasn’t been thought of…yet?

  20. Thank You!!

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