Caitlin Spears, Library Training Consultant Electronic Resource Management: Soup to Nuts April , 2008

ERM: Soup to Nuts from Wikipedia: "Soup to nuts" is an American English idiom conveying the meaning of "from beginning to end". It is derived from the description of a full course dinner, in which courses range from soup to a dessert of nuts.

Why are you here? Are you new to ERM, or thinking about implementing? Already have ERM, but not sure if you’re using all the features? This is the session for you!

Soup Are patrons using my databases ? Where do I report access problems? What about ILL? Course Packs? Reserves?

Staff Support Can staff track renewal dates easily? What are the limitations of legal use? Can I use this for course packs? For ILL? How do I know when a title is dropped from a package?

Patron Support Do patrons know what we own? What date ranges we have access to? Can they get to our databases easily ?

Statistical Reporting Are patrons using our resources? Which ones, and how often? How much are we paying per use?

Solutions for You ERM: Resource description and management information License interpretation and link to electronic document Contact information for vendors, publishers, consortia CASE:  Source of updated coverage data  A-Z list

Salad How do the pieces fit together? Millennium CASE or other vendor Coverage file (XML, CSV, etc) WebPACCASE A-Z

Entree Common questions in E-resource management Solutions within ERM and CASE

Can I use this resource for ILL? What about reserves, course packs, other terms of use? License record fields interpret your license in standard terms You can link to a scanned license as well

Can I use this resource for ILL? What about reserves, course packs, other terms of use? This is the same license in the WebPAC You decide which fields you’d like to display, and the label to be used

Can I use this resource for ILL? What about reserves, course packs, other terms of use? Another view of a license in the web The web option that controls the license display

Who do I contact if my resource is unavailable? Contact records are created in Contacts mode Contacts are a rolodex of vendors, consortial buying groups, etc.

Who do I contact if my resource is unavailable? Link Contacts to your resources based on their role

Who do I contact if my resource is unavailable? On the resource record contacts tab, you can view your summary contact data Double-click to see the entire contact record

How can I manage the titles in my packages? Coverage load “Catalog Updates” report tells you when new bibliographic records are created

How can I manage the titles in my packages? Coverage load “Titles not in file” report:  Allows you to view deletion candidates  Allows you to delete the coverage data

How can I manage the titles in my packages?  Deletion candidates review file  Review and delete records that have been dropped from a package

How do I manage resource trials and license renewals? There are many date fields in resources and licenses

How do I manage resource trials and license renewals? Set up a tickler rule for each date you want to track When a date is reached (e.g. a trial is about to expire) you will receive notification and ERM will put any expiring licenses into a review file

Are patrons using our e-resources? How much am I paying per use? Check out the SUSHI FAQ on CSDirect for instructions Set up the AutoStat file to have ERM get SUSHI statistics from your vendors each month Check out the SUSHI FAQ on CSDirect for instructions

Are patrons using our e-resources? How much am I paying per use? Once you have usage statistics in ERM, you can get cost-per-use reports for each package New reports are available in the 2007 release

Are patrons using our e-resources? How much am I paying per use? Subject reports analyze the subjects in your e-journal bib records You get Cost Per Use reports and detailed reports for each subject area

How can I make my e-resources more visible? Create a “Databases” search page that allows users to search by Resource Name and Subject We give you a page in the WebPAC example set: srchhelp_erm.html

How can I make my e-resources more visible? Do coverage load! Searchers are directed to resource and license info, or connect directly to the resource Your e-journal titles will be searchable via your regular indexes

How can I make my e-resources more visible? Get additional indexing for resources: Add resource names to the title index Add resource names, descriptions, subjects to the keyword index Resources will begin to show up interfiled with bibs in search results

How can I make my e-resources more visible? Encore! Resource records automatically rise to the top of your search results, highlighting your e- resource packages

Dessert If you: Create resources and licenses with informational fields (description, terms of use, authorized users) Make informational fields available in the WebPAC Your patrons and staff will: Have an easier time understanding how to connect to and use your e-resources Be happier and more efficient

Dessert If you: Create resource and license records with statistical fields and date fields Set up tickler rules It will be easy to: Know what resources are on trial and when a trial is ending Know when a license is expiring, and appropriate actions to take

Dessert If you use acquisitions, do coverage load and have access to SUSHI data, you get: Access to up-to-date usage statistics Cost per use reports by resource and subject After initial set-up, you don’t do any more work! Millennium gets updated SUSHI statistics monthly, you don’t have to lift a finger

Dessert If you: index resources in your most highly used indexes do coverage load create a search help page for searching resources Your resources will be: More visible and easily found Better used

Nuts Want to get started but not enough time or staff resources? We’ll do it for you with our Implementation Service: 2 days of Implementation, 1 day of training Find out more: “ Innovative Services: Let us do things for you" Sandy Westall (at D4 and L8)

Questions? Thanks for coming!