1. Can We Build It? Yes, We Can! Building an ERM solution at the University of Notre Dame Robin Malott, Benjamin Heet ER&L 2010 University of Notre Dame

2. What’s on tap for today? Background » Our situation Do It Yourself » Our approach ERM Components » Modules Next Steps ER&L 2010

3. 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… ER&L 2010

4. 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 do my job ER&L 2010

5. ERM System Development ER&L 2010 One component at a time Each component specialized for it’s own task Inter-connected, not inter- dependent Modular System Development

6. ERM System Development ER&L 2010 Promotes collaboration End users see progress quicker Easier implementation Advantages

7. ERM System Development ER&L 2010 Important to have a strong framework and standards Needs programmer on staff Disadvantages

8. ERM System Development PHP and MySQL Focus on workflow Simplified interface design ER&L 2010 Our Approach

9. ER&L 2010 Out of intense complexities, intense simplicities emerge. Winston Churchill “ ”

10. Centralized Online Resources Acquisitions and Licensing ER&L 2010 Data Mart Reporting Tool Usage Statistics Licensing Cancellation CORAL Acquisitions Organizations

11. ER&L2010 Data Mart Reporting Tool

12. The winding road Datamart » Met reporting needs Usage Statistics » Collection dev. priority Licensing » Last hope for vended solution Acquisitions ER&L 2010

13. 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 ER&L 2010

17. 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 ER&L 2010

18. 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 development made ER&L 2010

19. Queue showing licenses with active status

20. ER&L 2010 Search against license, document and provider names

21. ER&L 2010

22. Licensing Highlights Keyword search Expression comparison Delivery of terms to users » ILL, Coursepacks, eReserves Flexibility » Customize fields » Track expressions of your choice ER&L 2010 http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg

23. 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 concept ER&L 2010

24. current queue my folder in progress

25. ER&L 2010 personal queue mark complete

26. ER&L 2010 Simplified View for Collection Managers

27. ER&L 2010 Detailed View for Staff and Administrators

28. ER&L 2010 Routing View

29. ER&L 2010 Search

30. Cancellation Highlights Selector Initiation » Save to My Folder (for later) Routing » Workflow queue » Notification alerts » In process status Functionality / Infrastructure ER&L 2010

31. Acquisitions Module Re-purpose, expand Cancellation » Product » Cost » Licensing » Routing » Organizations Contacts, Account numbers, Support ER&L 2010

32. In Progress

33. 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? ER&L 2010

34. Next Steps Organizations - #1 Acquisitions - #2 CORAL Completion » End of summer (fingers crossed) Why should you care? » Sharing » Development partner? ER&L 2010

35. Questions? Robin Malott » rmalott@nd.edu rmalott@nd.edu Benjamin Heet » bheet1@nd.edu bheet1@nd.edu ER&L 2010