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UC’s Electronic Resources Management System

Learn about the UC libraries' vision to integrate collection development and e-resource management, providing campuses with data access and improving version control. Follow the ERMS implementation progress and the challenges faced.

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UC’s Electronic Resources Management System

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  1. UC’s Electronic Resources Management System Users Council, May 11, 2007 Heather Christenson

  2. The Problem • CDL centrally licenses electronic resources, no way for campuses to see ERM data • No way for anyone to see across campuses and do comparisons • Electronic resources becoming more prominent in general, hard for any of us to manage

  3. The Vision • Collection development and e-resource management will be integrated across UC using a common set of data • Campuses will have the ability to view each other's local resources • There will also be "authority" in the data – reducing the problems with version control, outdated lists, etc.

  4. The ERMS will be • A technical services staff tool • A shared system • An authoritative database for licensing terms and conditions

  5. In general, the ERMS will not be • An end-user discovery tool • An acquisitions system • Used for print resources

  6. A Brief History • October 2003: CDL “Electronic Resource Management Assessment” report • April 2004: Two-day UC-wide discussion with stakeholders • July 2004: RFP responses • August 2005: Ex Libris Verde 1.0 • January 2007: Verde 2.0 test installation

  7. Who is working on this right now? • CDL technical & licensing groups • SOPAG-appointed implementation team (member from each campus) • Functional experts from some campuses (UCB, UCD, UCLA, UCSC, UCSD)

  8. CDL in action • Technical aspects of installation and configuration • Initial population of data • Workflows and ongoing use

  9. Implementation team in action • Overall principles to guide decision-making • Best practices & guidelines • Checklist for campus readiness

  10. Testing… Testing… • Verde 2.0 was successfully installed at CDL • Testing: Access was given to test participants, SOPAG implementation team and some CDL staff • Test report to SOPAG, May 30th

  11. Some advantages of Verde • Offers consortium functionality • Standards-based • Operates with our link resolver, SFX

  12. Challenges • Very complex • Workflow changes to adapt to an ERMS • Still a young, evolving product

  13. Questions? Project Web Site http://www.cdlib.org/inside/projects/erms/index.html Project Manager heather.christenson@ucop.edu

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