Presentation is loading. Please wait.

Presentation is loading. Please wait.

Innovative eResource Workflow Strategies ER&L Conference March 1, 2011  Kelly Smith and Laura Edwards, Eastern Kentucky University Managing eResource.

Published bySharon Robinson Modified over 8 years ago

Similar presentations

Presentation on theme: "Innovative eResource Workflow Strategies ER&L Conference March 1, 2011  Kelly Smith and Laura Edwards, Eastern Kentucky University Managing eResource."— Presentation transcript:

1 Innovative eResource Workflow Strategies ER&L Conference March 1, 2011  Kelly Smith and Laura Edwards, Eastern Kentucky University Managing eResource Workflow with Drupal  Xan Arch, Reed College Ticketing Systems for Tracking E-Resources Workflow  Ben Heet, Notre Dame CORAL: An Open Source Solution for eResource Management  Robert McDonald and Lori Duggan, Indiana University Enabling Flexible E-Resources Workflow with Kuali OLE

2 http://dilbert.com/strips/comic/2009-10-11/

3 Managing eResources Workflow Using Drupal ER&L 2011 Kelly Smith and Laura Edwards Eastern Kentucky University Libraries

4 eResource Quick Links: Off Campus Access Linking to Library Resources Current Trials eJournals eBooks Streaming Videos Known Problems *Report a Problem* Patron View

5 eResource Quick Links: Off Campus Access Linking to Library Resources Current Trials eJournals eBooks Streaming Videos Known Problems *Report a Problem* Patron View

6 Selective display based on status

7 Inheritability Platform-specific inherited fields Vendor Contact Info Linking to Library Resources Stats Login Info Stats & Sushi Setup Location of Stats SFX Base URL Mobile Options Accessibility

8 flickr.com/photos/billward/425420616/  Drupal workflow module will be incorporated to track tasks for new resources. http://drupal.org/project/workflow http://drupal.org/project/workflow  Status boxes in admin portal to track “in progress” resources  Embeddable videos  Weighting of resources  Reporting capability  More… In Development…

9 Live demo… http://library-dev.eku.edu/user http://library-dev.eku.edu/user

10 Follow our progress http://library-dev.eku.edu/ Kelly Smith kelly.smith2@eku.edu Laura Edwards laura.edwards@eku.edu http://library-dev.eku.edu/kelly.smith2@eku.edulaura.edwards@eku.edu

11 Ticketing systems for tracking e-resources workflow ER&L 2011 Xan Arch Collection Development Librarian Reed College Library

12 Enterprise-level bug tracking software from Atlassian Already in use in our Digital Library department

13 Each order goes through the same steps o In Progress – Licensing o In Progress – Ordering o In Progress – Electronic Resources o In Progress – Metadata JIRA notifies the department or individual by email when they are required to act on an issue

14 The web form

15 Display in Wiki

16 Batch MARC loading requests Workflow for purchasing microfilm to replace newspaper archives New proxy requests Communication between library reference desk and IT department for patrons who need computer support Other Uses

17 Ben Heet University of Notre Dame CORAL An Open Source Solution for eResource Management ER&L 2011 Austin, TX

18 What is the lifecycle of an electronic resource?

19 Can you just tell me when to turn?!

20 CORAL Workflows In 500 ft turn left, … Keep right … Process the order now… Don’t forget to sign the license… Time to activate the resource… Arriving at destination… A series of emails and task queues which remind people to do their part

21 How does it work?

22 Create your workflow rules…

23 How this plays out for staff…

24 Users check their queue for new tasks… Will be in someone’s queue, until all steps are complete.

25 open source administration software for education ole Open Library Environment Electronic Resources & Libraries Conference 2011 Feb 28-March 2, 2011 - Austin, TX

26 open source administration software for education Enabling Flexible E-Resources Workflow with Kuali OLE Lori Duggan Electronic Resources Librarian/Kuali OLE User Story Team - Indiana University Robert H. McDonald Executive Director, Kuali OLE – Indiana University

27 open source administration software for education What is Kuali OLE? Kuali Foundation (http://www.kuali.org) - is a growing community of universities, colleges, businesses, and other organizations that have partnered to build and sustain open- source software for higher education, by higher education. Kuali: Kitchen wok - humble utensil that plays an important role in the successful kitchen. Kuali + OLE (Open Library Environment) (http://ole.kuali.org) – An open partnership among academic libraries seeking to provide for their evolving needs through the delivery of next generation library management systems and software.

28 open source administration software for education Kuali OLE Partners

29 open source administration software for education Kuali OLE Software Components 1.New Software being developed by our partner HTC Global Services, Inc., OLE Functional Council and OLE Core Team. 2.Kuali RICE – middleware that supports a services oriented architecture and an enterprise service bus – ex. Workflow management, notification, identity management, also support for legacy systems. 3.KFS (Kuali Finance System) – can serve as complete finance system for university or other non-profit – Kuali OLE is using core components to drive our overall select and acquire process.

30 open source administration software for education IU Current ERM Workflow Simple Database Purchase – Communication Based (Group Email Account) Vendor Negotiation – Price – If Yes then Review License – make changes Return License with Purchase Order – Make a Purchase Order in SIRSI System and encumber funds Activation Information Invoice from Vendor Fully Executed License All communications kept in printed file folder for long-term access

31 open source administration software for education IU ERM Workflow on Kuali OLE All internal library communications will be managed by – Kuali RICE e-doc workflow which is part of KEW (Kuali Enterprise Workflow Engine) – All note fields would be based in web interface system – Once purchase order is established EDI could happen directly from Kuali RICE or could be moved to university purchasing system for approval

32 open source administration software for education

33 Requisition Entry

34 open source administration software for education Item and Accounting Info

35 open source administration software for education Notes Fields for Long-Term Communication Retention

36 open source administration software for education Ad Hoc Routing – Selectors or Other Approvers

37 open source administration software for education Action List – Critical for Notification and Approval

38 open source administration software for education Print PO or EDI to Vendor

39 open source administration software for education Contact Us! Kuali OLE Website: http://ole.kuali.org Follow Us on Twitter: @kualiole Follow Us on Linkedin: http://www.linkedin.com/groups?gid=2653081 NewsFeed - http://feeds.kuali.org/KualiInsider For more on Kuali OLE Contact – Robert H. McDonald, Executive Director-Kuali OLE – robert@kuali.org or by phone at 812-856-4834 For more on Kuali Foundation Contact – Jennifer Foutty, Executive Director Kuali Foundation – jfoutty@kuali.org or by phone at 812-345-3948

40 Questions?

Download ppt "Innovative eResource Workflow Strategies ER&L Conference March 1, 2011  Kelly Smith and Laura Edwards, Eastern Kentucky University Managing eResource."

Similar presentations

SP Business Suite Deployment Kick-off

SP Business Suite Deployment Kick-off
Main Menu F3 Exit = Press F3 to exit this screen. Commonly Use Keys: F4 Prompt = Position cursor in front of ‘?’ location and press F4 to display a list.

Main Menu F3 Exit = Press F3 to exit this screen. Commonly Use Keys: F4 Prompt = Position cursor in front of ‘?’ location and press F4 to display a list.
Electronic Resource Management: Inputs, Outputs, and Why They Matter Presenter: Ted Koppel Verde/SFX Product Marketing Manager Ex Libris.

Electronic Resource Management: Inputs, Outputs, and Why They Matter Presenter: Ted Koppel Verde/SFX Product Marketing Manager Ex Libris.
April 15-16, 2004 North Carolina Serials Conference Complicated, Constant, and Consortial: Managing Electronic Resources at The Ohio State University presented.

April 15-16, 2004 North Carolina Serials Conference Complicated, Constant, and Consortial: Managing Electronic Resources at The Ohio State University presented.
Managing & Providing Access to eResources Catherine Davidson Associate University Librarian, Collections York University CAPITALizing on Change, May 8,

Managing & Providing Access to eResources Catherine Davidson Associate University Librarian, Collections York University CAPITALizing on Change, May 8,
Kuali OLE: Enabling Choices for Libraries Demonstration for Wellesley Robert H. McDonald, Sharon Wiles-Young, Doreen Herold, Chulin Meng,

Kuali OLE: Enabling Choices for Libraries Demonstration for Wellesley Robert H. McDonald, Sharon Wiles-Young, Doreen Herold, Chulin Meng,
ERMs and the E-Resource Life-Cycle Gestione delle risorse elettroniche: l'offerta del mercato e la situazione italiana. Un'analisi sugli ERMS Rome, March.

ERMs and the E-Resource Life-Cycle Gestione delle risorse elettroniche: l'offerta del mercato e la situazione italiana. Un'analisi sugli ERMS Rome, March.
John Ben DeVette Asia General Manager Vice President 19 October, 2005 EBSCO Information Services Web Initiatives: The New Online Interface for Libraries,

John Ben DeVette Asia General Manager Vice President 19 October, 2005 EBSCO Information Services Web Initiatives: The New Online Interface for Libraries,
ERM: FYI ( Following Your Implementation) Wisconsin / Illinois Innovative Users Group Carthage College June 16, 2006.

ERM: FYI ( Following Your Implementation) Wisconsin / Illinois Innovative Users Group Carthage College June 16, 2006.
Community & Open Source Software in Cultural Heritage Institutions CNI December 2012.

Community & Open Source Software in Cultural Heritage Institutions CNI December 2012.
ERMS in the Library What should it do for us? Helen Clarke Head, Collections Services University of Calgary.

ERMS in the Library What should it do for us? Helen Clarke Head, Collections Services University of Calgary.
University of California, Irvine 2012. All Rights Reserved UCI Kuali Day Access and Workflow August 21, 2012 U niversity of C alifornia, I rvine Accounting.

University of California, Irvine All Rights Reserved UCI Kuali Day Access and Workflow August 21, 2012 U niversity of C alifornia, I rvine Accounting.
Proprietary and Confidential ProQuest Information & Learning The electronic library – how do we manage it? AND make our patrons use it? By Helle Lauridsen.

Proprietary and Confidential ProQuest Information & Learning The electronic library – how do we manage it? AND make our patrons use it? By Helle Lauridsen.
Steve McCracken Peter McCracken, MLS Serials Solutions, Inc. Electronic Resource Management System Overview & Development Status Mike Showalter Product.

Steve McCracken Peter McCracken, MLS Serials Solutions, Inc. Electronic Resource Management System Overview & Development Status Mike Showalter Product.
Electronic Journals: Are we rearranging deck chairs on the Titanic ?

Electronic Journals: Are we rearranging deck chairs on the Titanic ?
Procurement From the 20 th to the 21 st Century Copyright Byron Honoré 2007. This work is the intellectual property of the author. Permission is granted.

Procurement From the 20 th to the 21 st Century Copyright Byron Honoré This work is the intellectual property of the author. Permission is granted.
Jill Emery, Head of Acquisitions The University of Austin & In absentia: Dana Walker, Head of Acquisitions University of Georgia Libraries Anti-Acquisitions.

Jill Emery, Head of Acquisitions The University of Austin & In absentia: Dana Walker, Head of Acquisitions University of Georgia Libraries Anti-Acquisitions.
Open source administration software for education people management for the enterprise kpme.

Open source administration software for education people management for the enterprise kpme.
M AKING E - RESOURCE ACCESSIBLE FROM ONLINE CATALOG *e-books *serials Yan Wang Senior Librarian Head of Cataloging & Database Maintenance Central Piedmont.

M AKING E - RESOURCE ACCESSIBLE FROM ONLINE CATALOG *e-books *serials Yan Wang Senior Librarian Head of Cataloging & Database Maintenance Central Piedmont.
Shop 9000 Product Review 2007 Visual User Group Nov 21 st 2007.

Shop 9000 Product Review 2007 Visual User Group Nov 21 st 2007.

Similar presentations

Ads by Google