1. If at First You Don’t Succeed, Try Another ERM
ER&L 2015
Susan Davis, University at Buffalo (SUNY)
Eric Hartnett, Texas A&M University
ER&L 2015

2. Agenda Introduction Time to Move On? Making the Move Do Over! Yes!
Letting Go
Tips and Tricks
Questions and discussion
ER&L 2015

3. Introduction and Background
University at Buffalo
Switched from one commercially available system to another in 2012
Texas A&M University
Switched from commercially available system to an open source system in 2011
ER&L 2015

4. History of ERMS at UB
Implemented Innovative Interfaces Inc.’s stand alone ERM in 2005
ERM Review Task Force in 2011
Switched to Serials Solutions 360 Resource Manager in 2012
Largest campus in SUNY system (about 26,000 FTE)
Acquisitions budget about $9 million
ER&L 2015

5. About Texas A&M University
6th largest university in the country
50,000+ students
Spent approximately $12 million for electronic resources in past three years for
≈ 800 databases
≈ 85,000 e-journals
≈ 400,000 e-books

8. TAMU’s “ERMS” TAMU System subscriptions Gold Rush ERMS
System Libraries website
ILS
Files on network
Files on individuals’ computers
Paper files

9. Time to move on? Why make a change? Understand your environment
Bid for new ERM vendor or as part of Link Resolver/Discovery/LMS package?
Needs have changed
New players in the library
New products in the marketplace
Understand your role
Leading the search?
On search committee/task force?
On the sidelines?
ER&L 2015

10. Making the Move--The Process
Set your goals
Environmental scan
Budget/Staffing/Deadlines
Demonstrations/visits
Analysis/Testing
Selection
Conversion
Happily ever after!
ER&L 2015

12. What is CORAL?
Open source ERMS developed by The University of Notre Dame’s Hesburgh Library
Made up of four (now five) independent modules:
Organizations
Licensing
Usage Statistics
Resources
Management*
*Released January 2015
ER&L 2015

13. Do Over! Second chances are great! This ERM will be perfect!
Learn about ERM #2
Apply lessons learned from ERM #1
Evaluate the information you were tracking in ERM #1
Conversion Crosswalks
Overlap with ERM #1 or Data capture
What to do with the information left behind?
ER&L 2015

14. A&M’s migration Gold Rush ERMS System Libraries website ILS
Files on network
Files on individuals’ computers
Paper files
sysCORAL
CORAL
Organizations
Licensing
Resources

15. Letting Go Successes Improved functionality
Centralized access to important information
Simplified some workflows
One less silo
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16. Letting Go Failures Documentation efforts
Lack of total buy-in from all staff
Some features did not pan out as expected
Not yet fully implemented (success to be?)
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17. You Will Survive! ERM #1 is a thing of the past; long live ERM #2!
ERM #3—What did you say? WHEN??????????????????
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18. Tips and Tricks Make a conversion plan Prioritize requirements
Review existing data
Review existing documentation
Buy in from staff and administration
What can your new vendor do to help?
Be flexible and iterative
Develop a realistic timetable with opportunities for successes along the way
ER&L 2015

19. More Tips and Tricks Communication—constant and frequent
Participate in user groups
Take advantage of refresher training
Periodically review and assess
Keep up with trends in the marketplace
Did we mention developing and maintaining documentation?
Have an end point
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20. What Lies Ahead? Track additional resources
Make use of the system’s other features and functionality
Improve documentation
Plan for the next ERM system?
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21. Questions and Discussion
Eric Hartnett Electronic Resources Librarian Texas A&M University You!
Susan Davis Acquisitions Librarian for Continuing Resources University at Buffalo Thank
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