1. ERM Implementation at UNC Wilmington’s Randall Library
Dan Pfohl, Associate University Librarian for Computing Services
Arlene Hanerfeld, Associate University Librarian for Technical & Collection Services
Rebecca Kemp, Serials Supervisor
August 28, 2007 Regional Center Pembroke, NC

2. What is ERM / what does ERM do?
Central database to hold information about e-resources
Contact record
Company name, address, contact name, address, phone,
Resource record
Resource name, URL, administrative info, resource format, resource advisory, usage statistics
License record
Authentication method, number of concurrent users, perpetual access, permitted & restricted usage
Coverage information and usage information

3. Why use ERM? Gather information into one central location
Present journal coverage in catalog
Link from journal title to provider title
Show in the catalog which resources may / may not be ILL-ed
Track negotiations about resources (e.g., trials)
Manage incidents for resources (e.g., outages)
Manage SSL, domain name subscriptions
Interface with WebBridge?

4. What does it look like in the catalog?
Here’s a preview of what we’ll be talking about for the next few hours...
American Imago in UNCW’s catalog

5. Consortial ERM Implementation
How ERM implementation differs for a single site vs. a consortium
Consortial meetings to discuss decisions that affect all concerned parties.

6. Getting started: Making Decisions (UNCP & FSU)
UNCP implementation plans
FSU implementation plans

7. Getting started: Making Decisions
Assigning values to customizable fixed length and variable length fields
Deciding what will be displayed in OPAC
Deciding whether to continue to use bib records for e-resources, or just resource records, or some combination

8. Getting started: Making Decisions (cont’d)
Should resource name should be indexed?
Where to attach order records – bib record or resource record?
Coverage Load: Brief Bib vs. Full MARC Record

9. Making Decisions: Resource fixed-field codes

10. Making Decisions: Resource variable-field codes

11. Getting Started: ERM Resources
Millennium Manual
Link from Millennium or
CSDirect
Presentations (by Innovative staff)
FAQ’s - ERM
Tutorials - CASE
Innovative Users Group website
Includes IUG Clearinghouse and presentations

12. Getting Started: ERM Resources, cont’d.
ERM listserves
Listserv archives:
WebEx training with Innovative staff
Entitled to 1 session

13. Getting Started: Organizing information
Documentation for the choices we have made
Keeping together information sources (recommend keeping a binder)
Manual
other people’s presentations
meeting minutes
relevant listserv posts

14. ERM Record Relationships
Arlene, can you find the image that you had in mind for the different record relationships?

15. UNCW’s Contact Record

16. UNCW’s Resource Record

17. ERM Quick Start Resource Record Supplied by Innovative

18. Science Direct Resource Record Tickler Logs

19. Tickler

20. UNCW’s License Record

21. ERM Records, Multi Line Field Labels
Useful for prompted input, ease of reading, formatted output.
Innovative must define field as multi line, OR Coordinator can define, if ASAA trained.
Set up in - MilAdmin | ASAA | Multi line field labels

22. ERM Records, Multi Line Field Labels:

23. ERM Records, Multi Line Field Labels:

24. ERM Records, Multi Line Field Labels:
Notes:
Creation of and changes to multi line profile are not retroactive!
Must start new MilERM session to see changes.
Always enter VENDOR NAME for the LABEL 1 element of the vendor record ADDRESS1 field.

25. ERM Records, Multi-Value Variable-Length Fields:
Useful for profiling specific text – aids consistent OPAC display – Aids in data input and retrieval
Innovative must define field as multi-value. Local user must have authorization for function 686 to edit values.
Edit values in – MilERM or MilAdmin Admin | Parameters | ERM

26. ERM Records, Multi-Value Variable-Length Fields:

27. ERM Records, Multi-Value Variable-Length Fields:

28. ERM Records, Multi-Value Variable-Length Fields:
Notes:
Must start new MilERM session to see changes.
Use semi-colon (;) to add multiple entries to single field.

29. Break For Lunch.
We’ll continue after we return with live demonstrations.

30. OPAC display:

31. OPAC display, continued:

32. OPAC display, continued:

33. OPAC display, continued:
#ERM Record on bib display
e|t|||Resource Name||e|
e|x|||Alternate Resource Name||e|
e|e|||Description||e|
e|u|||Trial Information||e|
e|g|||User Support||e|
e|f|||Public Note||e|
#e|s|||Pricing & Payment||e|
e|w|||||e|
e|v|||Resource Type||e|
e|b|||Resource Format||e|
e|h|||Coverage||e| #
Webpub.def determines which fields can display and the order in which they display.
Entry syntax explained at #106853

34. OPAC display, continued:
Resource_display.html controls the display (layout) of resource records.
<div id="infoTable">
<div style="text-align:right;font-size:85%;padding-right:5px;">
<!--{pager}-->
</div>
<!--{recordinfo:#}-->
<div style="padding:2px 0px 2px 25px;width:95%;">
<!--The following div was commented out 6/12/2007 when the record link token was moved to the sidebaContent area-->
<!--<div style="float:left;width:50%"> -->
<!--<!--{recordlink}-->
<!--</div> -->

35. OPAC display, continued:
Tokens:
Examples on handouts
Bib_display.html tokens listed at #106854
Resource_display.html tokens listed at #107106
{holdings} in bib_display.html
{recordinfo} in resource_display.html
{recordlink} resource_display.html

36. OPAC display, continued:
CSS Files:
Styles.css and ie_styles.css
Selected styles on handout
Use Firefox plug-in (Firebug) to discover CSS classes and values
.resourceBibEntry { color: #000000; background: #FFF8EF; text-align: left; }
.resourceBibHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }
.resourceInfoData { }
.resourceInfoLabel { background: #FFF8EF; font-style: italic; }
.resourceLicense { }
.resourceLicenseEntry { color: #000000; background: #FFF8EF; text-align: left; }
.resourceLicenseHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }

37. OPAC display, continued:
.resourceBibEntry { color: #000000; background: #FFF8EF; text-align: left; }
.resourceBibHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }
.resourceInfoData { }
.resourceInfoLabel { background: #FFF8EF; font-style: italic; }
.resourceLicense { }
.resourceLicenseEntry { color: #000000; background: #FFF8EF; text-align: left; }
.resourceLicenseHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }

38. OPAC display, continued:
Web Options for ERM:
BIB_LICENSE_FIELDS
BIB_LICENSE_FIELDS_BRIEF
BIB_RESOURCE_CAPTION
BIB_RESOURCE_FIELDS
BIB_RESOURCE_FIELDS_BRIEF
BIB_RESOURCE_NUM_BRIEF

39. OPAC display, continued:
ICON_BIB_RESOURCE_DETAILS
ICON_RESOURCE_RECORD
ICON_VIEW_ADDITIONAL_ITEMS

40. OPAC display, continued:
RESOURCE_ADVISORY
RESOURCE_HOLDINGS_FIELDS
RESOURCE_HOLDINGS_MAX
RESOURCE_LICENSE_FIELDS

41. OPAC display, continued:
TABLEPARAM_BIB_LICENSE
TABLEPARAM_BIB_RESOURCE
TABLEPARAM_BIB_RESOURCE_BRIEF
TABLEPARAM_RESOURCE_BIB
TABLEPARAM_RESOURCE_LICENSE
TABLEPARAM_RESOURCE_RESOURCE

42. Live Demonstration Building Contact, Resource, and License Records
Using Create Lists
Usage Statistics
Scholarly Stats
CASE coverage service description

43. Using Create Lists to Find UNCW Resource Records

44. Statistical Reports

45. ERM Usage Statistics (from Ted Fons’ presentation) – Can only get CPU if you automatically import statistics

46. Title Comparison Report 26 titles appear in more than 1 resource

47. New Procedure: Coverage Load
How coverage load works, part I
Configure spreadsheet conversion rules in ERM Admin
Set up resource record for the desired resource, set the Provider ID (and affiliation, for consortial implementations)
Set up templates for creation of new checkins, brief bibs during coverage load process
Obtain coverage spreadsheet from journal database provider / use Serials Solutions coverage data
Format spreadsheet for coverage load

48. New Procedure: Coverage Load, cont’d.
How coverage load works, part II
Batch input spreadsheet data into ERM coverage load module
Coverage load module creates and populates checkin records for titles in spreadsheet (Matching algorithm can be found in Manual page )
Coverage information displays in the OPAC
Coverage load data is stored for future use in the Coverage Edit database
Look at error report to see holdings that did not affix properly, fix and re-run

49. Coverage Load, continued: Coverage Spreadsheet Conversion Rules

50. Coverage Load, continued: Coverage Spreadsheet Conversion Rules

51. Coverage Load, continued: Checkin Record template

52. Coverage Load, continued: Spreadsheet of holdings

53. Coverage Load Spreadsheet Data Elements (part I)
See page of the manual
PROVIDER (e.g., Blackwell)
ISSN (e.g., )
TITLE (e.g., Allergy)
URL (e.g., )
ENUMCAPTION1 (e.g., v.)
ENUMSTART1 (e.g., 5)
ENUMCAPTION2 (e.g., no.)

54. Coverage Load Spreadsheet Data Elements (part II)
ENUMSTART2 (e.g., 1)
START_DATE (e.g., 1990)
ENUMEND1 (e.g., 10)
ENUMEND2 (e.g., 4)
END_DATE (e.g., 2000)
EMBARGO (e.g., 3 years)
ALTLOOKUP (e.g., b )

55. Coverage Load, continued: Coverage Load

56. Coverage Load, continued: Error Report

57. Coverage Load, continued: Coverage Edit

58. Coverage Load, continued: A finished checkin record

59. Coverage Load, continued: Brief bibliographic record elements

60. UNCW’s Implementation: OPAC display

61. UNCW’s Implementation: OPAC display, continued

62. UNCW’s Implementation: OPAC display, continued

63. Concluding thoughts: Workflow changes
Division of labor at UNCW straightforward
Dan Pfohl: maintains all the systems capabilities and is our Innovative contact person
Arlene Hanerfeld: inputs all resource and license records
Rebecca Kemp: maintains holdings information and runs coverage load process

64. Concluding thoughts: Unexpected challenges
Purchasing an additional module to allow for a consortium to use ERM software
Coverage load database issues
Time needed
CASE products
WebBridge in a consortium

65. Questions? Discussion?
Thank you for attending!

66. Presenter Contact Information
Dan Pfohl
Arlene Hanerfeld
Rebecca Kemp