Can We Build It? Yes, We Can!

Building an ERM solution at the University of Notre Dame

Robin Malott, Benjamin HeetER&L 2010

University of Notre Dame

What’s on tap for today?

• Background»Our situation

• Do It Yourself»Our approach

• ERM Components»Modules

• Next StepsER&L 2010

About Us

• What we’ve got»CEP (checklist for electronic products)

database

• What we want»What everybody wants

• Where we’ve looked»Here, there, everywhere»What we found…

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If you build it…

• Why build it?»No one size fits all solution• Not our first choice

»Meeting priorities• Flexibility, workflows, selector initiation,

and more

»Modular units, modular system• Just show me the information I need to

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ERM System Development

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• One component at a time• Each component specialized for it’s own task• Inter-connected, not inter-dependent

Modular System Development

ERM System Development

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• Promotes collaboration• End users see progress quicker• Easier implementation

Advantages

ERM System Development

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• Important to have a strong framework and standards• Needs programmer on staff

Disadvantages

ERM System Development

• PHP and MySQL• Focus on workflow• Simplified interface design

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Our Approach

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Out of intense complexities, intense simplicities emerge.

Winston Churchill

“”

Centralized Online Resources Acquisitions and Licensing

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Data Mart Reporting Tool

Usage Statistics

Licensing

Cancellation

CORAL

Acquisitions

Organizations

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Data Mart Reporting Tool

The winding road

• Datamart»Met reporting needs

• Usage Statistics»Collection dev. priority

• Licensing»Last hope for vended solution

• AcquisitionsER&L 2010

Usage Statistics Module

• Need a better way to manage»Pay someone else »Build our own

• What is important to us?»Less time gathering stats»Find out what the numbers mean

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Other items of interest

• Avoiding junk in, junk out»HTML vs PDF• Springer vs ScienceDirect

»Outliers• Use spikes, fair or personal archiving

»General bad data• Missing/incorrect issn• Duplicate data on same report

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Licensing Module

• Datamart, Statistics – Done• Still looking for vendor ERM»Licensing as last straw

• Opportunity knocks»Law student with programming skills

• OK, let’s build this one too»Final commitment to local

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Queue showing licenses with active status

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Search against license, document and provider names

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Licensing Highlights

• Keyword search• Expression comparison• Delivery of terms to users» ILL, Coursepacks, eReserves

• Flexibility»Customize fields»Track expressions of your choice

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http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg

Cancellation Module

• Datamart, Usage, Licensing – Done

• The Nitty-Gritty»Needs assessment»Focus Groups

• Wow, that’s a big project!»Start small»Redesign cancellation system as proof of

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current queue

my folder

in progress

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personal queuemark complete

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Simplified View for Collection Managers

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Detailed View for Staff and Administrators

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Routing View

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Search

Cancellation Highlights

• Selector Initiation»Save to My Folder (for later)

• Routing»Workflow queue»Notification alerts» In process status

• Functionality / Infrastructure

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Acquisitions Module

• Re-purpose, expand Cancellation»Product»Cost»Licensing»Routing»Organizations• Contacts, Account numbers, Support

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In Progress

Organizations Module

• Organizations Module??»Organizations exist in each module• Publishers, providers, platforms,

vendors, etc• A logical link between systems

»Parent / Child Organizations»Contact names for each organization

• How do we organize that data?

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Next Steps

• Organizations - #1• Acquisitions - #2• CORAL Completion»End of summer (fingers crossed)

• Why should you care?»Sharing»Development partner?

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Questions?

• Robin Malott» rmalott@nd.edu

• Benjamin Heet»bheet1@nd.edu

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