Charleston 2012

Anne Prestamo, Oklahoma State University

Phyllis Kaiden, Serials Solutions

Ashley Bass, Serials Solutions

Get Your Affairs In Order

Introduction

Why we are here?

Who we are?

TWEET: Conference hashtag is #Charleston12

ERM Delivers to Libraries

Librarian

Automated

Management DATA

Organization

Centralization

Workflow

Communication

Direct Results

Patron

Saves time. money,

and makes

better decisions

Access

to better

information

Database and Package Details

Admin Information

Vendor Statistics Management

Contacts

Cost

License Data

The Data about Data Management

The Data about Data Management

80%

55%

100% 100%

0%

20%

40%

60%

80%

100%

120%

Created custom

menus

Using Alert

Feature

Collection Data Usage Statistics

The Elements of Intota Web-scale Discovery

Unified, intelligent workflows

Knowledgebase

Assessment

Interoperable

Developed and supported by Serials Solutions

Process for reviewing an e-resource subscription:

Current State at Oklahoma University by Anne Prestamo

ERM state- Benefits of using ERM to get your affairs in order

Future state-Next-generation library platform builds on your orderly

ERM

Assessing Value

Current State of Review Process

Request review

Cost okay?

Provide renewal

price

Confirm costs and

terms

Analyze usage and

titles

Dean or

Director

Vendor

Digital Library

Services

Assess content

Admin

Staff

Spread-sheet: 5

year trends

Collection

Development

Communicate to

Stakeholders

Renew?

Renew

Cancel Yes

No

Yes

No

Is 80% usage from 20% of titles?

Is A&I content indexed

elsewhere?

Paying a lot for unused titles?

Better to subscribe to individual

titles?

How accessible is content?

Are there other providers?

Workflow

Tools

How will this process benefit from ERM?

ERM State of Review Process

Request review

Cost okay?

Provide renewal

price

Confirm costs and

terms

Analyze usage and

titles

Dean or Director

Vendor

Digital Library Services

Assess content

Admin Staff

Spread-sheet: 5

year trends

Collection Development

Communicate to

Stakeholders

Renew?

Renew

Cancel

Find contact information in

360 RM

Current TOU in 360 RM

Cost information 360 RM

Historical and YTD stats and

CPU available in 360 Counter

Title, overlap and other information available in Serials Solutions KB/360

RM (some)

Notify through status change

in 360 RM

Track notes and notify via status change

in 360RM

Change status and add notes 360 RM

(track historical info and update

discovery solutions)

Yes

Yes

No

No

ERM State of Review Process

Request review

Cost okay?

Provide renewal

price

Confirm costs and

terms

Analyze usage and

titles

Dean or Director

Vendor

Digital Library Services

Assess content

Admin Staff

Spread-sheet: 5

year trends

Collection Development

Communicate to

Stakeholders

Renew?

Renew

Cancel

Find contact information in

360 RM

Current TOU in 360 RM

Cost information 360 RM

Historical and YTD stats and

CPU available in 360 Counter

Title, overlap and other information available in Serials Solutions KB/360

RM (some)

Notify through status change

in 360 RM

Track notes and notify via status change

in 360RM

Change status and add notes 360 RM

(track historical info and update

discovery solutions)

Yes

Yes

No

No

Findings

Efficiencies through: Data Management Services

Consolidated Data

Usage Data and CPU aggregation

More work done in a single system, streamlined workflows and workflow tools Alerts

Integration with discovery services

Integration with discovery solutions

Creation of a historical record

Outstanding inefficiencies: Need to consolidate information into a single report for communication

Manual intervention required for information gathering, decision-making and

routing

Need to manage information for data gathering

*ERMS aids the process but does not manage it*

The Value-Add of ERM

ERM aids the process but does not manage it Next-generation library platforms vary in approaches to this challenge

Intota approach Knowledgebase eases the pain of gathering data

Collection Analysis eases the reporting pain

Interoperability eases pain of timely data

Unified intelligent workflows ease the management pain

Intota provides evidence-based

customized workflows.

Intota manages the process!

Future State of Review Process

Request

review

Cost

okay?

Provide

renewal

price

Confirm

costs and

terms

Analyze

usage and

titles

Dean or Director

Vendor

Digital Library Services

Assess

content

Admin Staff

Spread-

sheet: 5

year trends

Collection Development

Communicate to

Stakeholders

Renew?

Renew

Cancel

System reminds and

gets from vendor

Yes

Yes

No No

System

assesses

costs, terms,

usage,

content,

recommend

s action,

produces

reports for

stakeholders

System sends

alerts, tracks

notifications,

communication

and decision

System triggers

checklist

for

Renew/

Cancel

= RM data

Get organized!

Get centralized!

Get ready for future state!

The value of using ERM to prepare

Anne Prestamo, Oklahoma State University

Phyllis Kaiden, Serials Solutions

Ashley Bass, Serials Solutions

Thank you