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Building Your ERM Knowledge Base

Building Your ERM Knowledge Base. Bigger Isn’t Necessarily Better Or Is It? NISO E-Resources Forum Denver, CO September 24-25, 2007. Session Outline. Reference sources Project goals and objectives Reality check Sources of data Record structure Outputs. Session Outline. Workflow

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Building Your ERM Knowledge Base

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  1. Building Your ERM Knowledge Base Bigger Isn’t Necessarily Better Or Is It? NISO E-Resources Forum Denver, CO September 24-25, 2007

  2. Session Outline • Reference sources • Project goals and objectives • Reality check • Sources of data • Record structure • Outputs

  3. Session Outline • Workflow • Staffing • Training • Ongoing maintenance • Discussion/Examples/Questions

  4. Where would I be without my coffee?

  5. Reference sources • Digital Library Federation • Electronic Resource Management Initiative Deliverables (aka the Web hub) http://www.library.cornell.edu/elicensestudy/dlfdeliverables/home.htm • Appendix D (Data Dictionary) • Appendix E (ERM System Data Structure)

  6. Reference sources cont. • NISO activities • SERU • http://www.niso.org/committees/SERU/ • License Expression • http://www.niso.org/committees/License_Expression/LicenseEx_comm.html

  7. What do I want to accomplish? • Track trials • Track administrative details • Collect use statistics • Display better information to users • Gain control over licenses • Reports

  8. Who decides? • E-Resources Librarian • Technical Services • Library administration • Collection development • ILL • The ERM vendor!

  9. Where’s my information? • Paper files • ILS • Subscription agent • Other knowledge bases (SFX, Serials Soltuions, TDNet) • Local solutions (spreadsheets, databases) • Institutional memory

  10. Record Structure • What do you want to track and why? • DLF has a 40 page data element dictionary • Where is the data and who controls it? • Specific ERM design limitations • Consider public display and reports

  11. Outputs • Who is your audience? • OPAC • A-Z lists • Reports • Spreadsheets • SQL • Searchable web page

  12. Workflow • What can be automated? • Manual input • Assembly line approach possible? • Documentation!!!

  13. Staffing • Analyze number and skill set • License work is more time consuming • Roles and responsibilities

  14. Training • Develop a data dictionary • Templates • User Groups/online discussion lists • Vendor manuals • Practical realities • Priorities • Revise, revise

  15. Ongoing Maintenance • Whose responsibility? • Quality control • Schedule for updates • Problem reporting • Evaluation/Assessment

  16. Discussion • Buffalo examples • Data dictionary • Records • Reports • Questions

  17. Thank you! Susan Davis Head, Electronic Periodicals Management University at Buffalo UNLSDB@buffalo.edu 716-645-2784

  18. Ongoing Maintenance • Who’s responsible? • How do they know when to update? • Quality control • Reports • Are you happy with your choices?

  19. Discussion • Sample records and reports • Future developments • Questions • Answers (maybe) • Advice from others?

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