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A Year With Verde: Implementing An ERMS From Start To Full Use

A Year With Verde: Implementing An ERMS From Start To Full Use. Andrew Waller Helen Clarke Collections Services, Libraries & Cultural Resources, University of Calgary. What We’ve Going To Cover. Background to the project Implementation Where are we at present? Staffing and the ERMS

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A Year With Verde: Implementing An ERMS From Start To Full Use

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  1. A Year With Verde: Implementing An ERMS From Start To Full Use Andrew Waller Helen Clarke Collections Services, Libraries & Cultural Resources, University of Calgary

  2. What We’ve Going To Cover • Background to the project • Implementation • Where are we at present? • Staffing and the ERMS • Future developments • What have we learned? • Questions, discussion OLA Super Conference 2009

  3. Background to the Project • Converging issues • Collection growth • Consortial environment • Growth of electronic products • Decline of print • Fewer staff • Increase in complexity • Scattered information • Arrival of DLF standards and ERMS products OLA Super Conference 2009

  4. Hit by a Bus No backup Entrenched Burnout No succession Game of Whisper Lose big picture Information loss / corruption Constant turnover Reduced control / flexibility Hit by a Bus or Game of Whisper ? OLA Super Conference 2009

  5. Implementation • Started mid-2007 • Workflow analysis • On site instruction, webinars, weekly meetings • Server set up at The Alberta Library • Began entering new orders at the start of the new fiscal year (2008/2009) OLA Super Conference 2009

  6. Where Are We At Present? • Still doing new orders • Are dealing with renewals of e-products for 2009 • Not using the workflows function but Verde is still serving as a workflow record and info repository • Not being used as a collection analysis tool yet • Need to complete license info and enter print + online resources • Still learning, still trying things out OLA Super Conference 2009

  7. Staffing And The ERMS • We knew Verde would affect processes • Workflow analysis following by creation of centralized, specialized ERM unit in Collections Services • Movement of staff and duties to this unit, from other related units • Has resulted in changes to what others do • Part of larger change in tech services to focus support on digital resources OLA Super Conference 2009

  8. Staffing And The ERMS - Questions • What is the current workflow? • What will staff stop doing? • How will job descriptions and classifications change? • Who are you counting on, will they deliver? • How will you stage implementation? OLA Super Conference 2009

  9. Future Developments • There is more to enter into Verde • The Sync! • There is more consortial work to do • There is more to do in terms of connecting to our ILS and financial systems • More people in the electronic resources unit • Rolling Verde out to the rest of the Library OLA Super Conference 2009

  10. What Have We Learned? • An ERMS changes your processes • Support from Administration is necessary • Get on with it! OLA Super Conference 2009

  11. Questions? Discussion? OLA Super Conference 2009

  12. Andrew’s Info Andrew Waller Serials Librarian Libraries and Cultural Resources University of Calgary waller@ucalgary.ca (403) 220-8133 voice (403) 284-2109 fax OLA Super Conference 2009

  13. Helen’s Info Helen Clarke Head, Collections Services and Electronic Resources Librarian Libraries and Cultural Resources University of Calgary hclarke@ucalgary.ca (403) 220-3796 voice (403) 284-2109 fax OLA Super Conference 2009

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