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Caryl Ward (speaker), Margo Duncan (speaker), Stephanie Hess (speaker), Tiffany LeMaistre (speaker)
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The Quest for the Holy Grail:Too Many ERM Systems is not enough!
Charleston Conference 2013Stephanie Hess and Caryl Ward
Does the Grail exist?
The quest begins…
• Binghamton University (State University of New York)– Premier public university of the Northeast with an enrollment of 15,000 students
• Undergraduate, Graduate, and Doctoral programs – Arts and Sciences, Community and Public Affairs, Computer Science, Nursing,
Graduate School of Education, Management, and Engineering
• Public Services, Technical Services, &Web Services share interest in creating a central repository to support management of the entire e-resource lifecycle– Tools to facilitate and track collaborative inter-departmental workflows– Ability to generate statistical, cost-per-use data
Scope of Collection
Bibliographer Perspectives
• Technical Services knowledge varies from that of Public Services– ILS/ Aleph– Billing Cycles– Licensing Details
• Desiderata– Quick and easy queries– Reports can be easily formatted to share
with non-technical teaching faculty
Politics, Politics
When gambling with hazards…
End-users’ information needs?System functions & flexibility? Ability to manipulate & export data?Future data migrations/ Exit strategy?
One-Stop Shopping• Administrative data
– Contacts– User credentials
• Alerts• Checklists• Cost data• Holdings• ILL information• Licenses & MOUs• Statistics• Technical data
– IP ranges/ EZproxy links– Incident tracker
Doubles: The Pros & Cons
ERM Essentials: Home Page
360 Resource Manager: Home Page
"A close look at something, so closeit's too much of not enough.”
Standards: COUNTER v. Non-COUNTER
R1 > R2 > R3 > R4
Non-COUNTER = Non-Standard
www.projectcounter.org/ www.niso.org/workrooms/sushi/reports/
Beware the Jabberwock!
• Populating the Data Retrieval Service form– Manually key– Export form and merge with existing spreadsheet prior to uploading into ERMS– Enable SUSHI (auto-harvesting)
Know thy content provider!
**Different users require different report types and formats
SUSHI Delight
Vendor Metadata Statistics
Use to create unique data sets (COUNTER or Non-COUNTER)
360 Usage Statistics** PivotLink to be replaced by Intota Assessment in December 2013/ January 2014
Click-through Statistics: Title and Database (Holdings)
Filters specified by bibliographer are listed directly below icons
Report views for data analysis/ manipulation, chart/ graph creation, and file export icons appear at top of screen
Click on year or date to view monthly/ usage breakdown
Click-through Statistics: Title and ISSN
Search and Browse Reports: Subject Search
360 Counter: Home Page
Ye Olde Batch Uploading
Project COUNTER Pickiness
Interpreting Load Messages
Successful
Failed!
“I have no quarrel with you, good Sir Knight.”
Success!
Avaunt, Black Knight!
Identifying Mismatches
Report Load Summary
360 Counter Consolidated Reports
Vendor works with accrediting organizations to create ‘canned’ searches to answer questions re: e-resource allocations, expenditures, and usage.
Serials Solutions provides ‘canned’ searches for commonly asked questions in response to customer enhancement requests
Create customized searches/ Filter by provider(s), resource(s), report type, dates
Palgrave Macmillan: Journal Report 1 (R3)
100 Most Expensive Journals Based on Cost-Per-Use (2012-2013)
Summary: The Voyage to Avalon
• Lots of work remaining– Determining priorities for effective triage
• Project-based approach– License details/ values– Cost data uploads from ALEPH– Reconcile cost-data from new SUNY financial
system
• Maintenance – SUSHI testing– On-site training & consultation scheduled
for 11/21-11/22
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