Georgia Fujikawa and Bob McQuillan Electronic Resource Management: Getting a Running Start on Your...

Georgia Fujikawa and Bob McQuillan

Electronic Resource Management:Getting a Running Start on Your Implementation

May 17 - 20, 2009

Hello … Who We Are

Georgia Fujikawa– Manager, Training

Programs

Bob McQuillan– Senior Product

Manager

BlackpitShooting

What is Millennium Electronic Resource Management (ERM)?

Product that provides the library a central place to store information about e-resources, and a mechanism to expose that information to staff and patrons

What else?

Tool to manage licensed resources– E-journals– Abstracting and indexing (A&I) databases– Full-text databases

Fully integrated with Millennium products

Myth Busters

crosathorian

Good News … We Can Get You Started!

Initial phone consultationWe do some preparation workInnovative Training Consultant spends 3 days on site – 2 days implementation plus one day trainingYou can be live when the trainer leaves

What’s at the Finish Line?

Where can I get it?What will I find there?

Why can’t I get there?

Who can get there?

I want to hold it in my hands!

Additional bibliographic detail

This is what I want

Essential Millennium ERM Implementation Stages

Stage 1: Identify and load Resource recordsStage 2: Customize Resource recordsStage 3: Load coverage dataStage 4: WebPAC / Encore display

Our Implementation Department staff will take you through the first four stages:

Essential Millennium ERM Implementation Stages

Stage 5: Ongoing maintenance– Load or create license and contact

records– Maintain coverage updates– Usage statistics and cost analysis

Library is now trained and prepared to take over:

What Are All the Pieces Involved?

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Stage 1: Identify & Load Resource Records

Identify available records, whether from– Existing database, or – Vendor data, or– Existing bibliographic records

If you do not have a good source of resource records, we can provide a default batch of records that can be customized for your needs

Stage 1: Identify & Load Resource Records

Default record set … example recordSuppressed from public display

Note regarding record source Generic URL

Minimal information in fixed fields

Stage 2: Customize Resource RecordsResource ID customized to match coverage data source

Generic URL appended with proxy or password

Fixed field information created

Stage 3: Coverage data

Identify data sourcesLoad coverage dataEdit coverage dataTitle overlap report

Stage 3: Load coverage data

Possible data sources– Content Access Service (CASE)– Vendor provided files– External knowledgebase• SFX data (using script developed by

University of Saskatchewan – i.e., SaskScript)– Library maintained files

Stage 3: Load coverage data

Content Access Service (CASE)– Coverage data service provided by

Innovative Interfaces – Includes A-Z list of databases and journal

titles– Subscription product included free with

Millennium ERM for first 12 months

Stage 3: Load coverage data (CASE)

Content Access Service (CASE)

Stage 3: Load coverage data

Coverage Load matching– Resource record contains a Resource ID

variable field matching the same field in the coverage file

– Bibliographic records contain an ISSN, title or alternative lookup value, which is most often a unique number provided by the coverage vendor

Stage 3: Load coverage data

Stage 3: Load coverage dataLoad Catalog– Finds existing bibliographic

records or creates new bibliographic records for each e-journal title

Load Coverage– Updates holdings

information for each title in the coverage database

Stage 3: Load coverage dataCoverage Edit database– New resources added– New titles added– Existing titles updated– “Deleted” titles identified in

report– Edit coverage file entries

Stage 3: Load coverage data

Resource Record---------------------------

EBSCOhost: Electronic

Journals Service

Holdings Record------------------------------

1975 - Present

Bibliographic Record

---------------------------Agricultural Economics

Bibliographic Record

---------------------------Methods in

Spectroscopy

Resource Record---------------------------

Science Direct

Holdings Record------------------------------

1975 - 2005

Holdings Record------------------------------

1998 - Present

Bibliographic Record

---------------------------Archives of Brain

Studies

Holdings Record------------------------------

Vol.75

Stage 3: Title overlap report

Stage 4: WebPAC / Encore Display

How do we want to make ERM records available in WebPAC or Encore?– Bibliographic records of online journal titles

with resource and license information– Searchable resource (database) records

displaying license information and associated bibliographic records / holdings

– A-Z List of databases and journal titles

Stage 4: WebPAC / Encore Display

Stage 4: WebPAC / Encore Display

Stage 4: WebPAC / Encore Display

Stage 4: WebPAC / Encore Display

Index Options:– Resource name index– Resource subject index– Resource names in title index

Stage 4: Display … Indexing

Stage 4: WebPAC / Encore Display

Web Options:– Out-of-the-box web options are set up for

immediate use– Or we can customize (e.g., configure which

license fields to display in the public record view)

Stage 4: WebPAC / Encore Display

Stage 4: WebPAC / Encore Display

A-Z Lists:– Use the resource name and resource subject

to generate finding aids

Stage 4: WebPAC / Encore Display

Stage 4: WebPAC / Encore Display

Stage 5: Ongoing Maintenance

Load or create License and Contact recordsAttach order recordsAdd new Resource recordsMaintain coverage updatesUsage statistics and cost analysis

Stage 5: Ongoing Maintenance

Create or load License Records

Stage 5: Ongoing Maintenance

Create Contact Records

Stage 5: Ongoing Maintenance

Load coverage updates based on the frequency of your vendor’s coverage filesHandle the added titles, deleted titles and exceptions

License Record------------------------------

License Details

Stage 5: Ongoing Maintenance

Resource Record---------------------------

EBSCOhost: Electronic

Journals Service

Holdings Record------------------------------

1975 - Present

Bibliographic Record

---------------------------Agricultural Economics

Bibliographic Record

---------------------------Methods in

Spectroscopy

Resource Record---------------------------

Science Direct

Holdings Record------------------------------

1975 - 2005

Holdings Record------------------------------

1998 - Present

Contact Record------------------------------

Contacts

Order Record------------------------------

Payments

Bibliographic Record

---------------------------Archives of Brain

Studies

Holdings Record------------------------------

Vol.75

Stage 5: Ongoing Maintenance

Usage Statistics– ERM AutoStat

Configuration– SUSHI statistics

from vendors

Stage 5: Ongoing Maintenance

Stage 5: Ongoing Maintenance

Why Millennium ERM?

Promotes your e-resources to your usersHelps solve subscription and license management issuesIntegrated into your current system for staff and patronsAllows you to track license/resource data, then allows you to present that data to staff and patrons

Why our implementation & training plan?

Ready-to-use Resource recordsWe walk you through the process and leave you ready to go liveYour first coverage load is doneWebPAC and Encore are ready to displayWe train you and your staff on the new functionality

Questions?

BlackpitShooting

Georgia Fujikawa– Manager, Training

Programs

Bob McQuillan– Senior Product

Manager

New! Encore Reporter

Encore Reporter is an exciting new product that produces robust reports from a rich variety of data sources.

Presentations on Wednesday, May 20th

10:00am Encore Reporter Presentation Innovative Information Center

12:30pm Encore Reporter Presentation Innovative Information Center

1:30pm Session O11: “Encore and Beyond:Building on the Encore Framework”

California A

2:30pm Encore Reporter Demonstration Innovative Information Center