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Implementing ERMs: Opportunities and Challenges

Structure of the Presentation. What is ERM?Beginning implementationPlanning, making decisions, keeping documentationTrainingWorkflow changesCoverage informationOPAC DisplayChallengesWhat's next?. What is ERM / what does ERM do?. Central database to hold information about e-resourcesContact

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Implementing ERMs: Opportunities and Challenges

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    1. Implementing ERMs: Opportunities and Challenges Kristin Martin, Electronic Resources Cataloger, UNC Chapel Hill Rebecca Kemp, Serials Supervisor, UNC Wilmington 2007 Charleston Conference November 8-10, 2007

    2. Structure of the Presentation What is ERM? Beginning implementation Planning, making decisions, keeping documentation Training Workflow changes Coverage information OPAC Display Challenges What’s next?

    3. What is ERM / what does ERM do? Central database to hold information about e-resources Contact record Company name, address, contact name, address, phone, e-mail 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

    4. Getting Started – UNC-CH: The Taskforce to form the Taskforce Taskforce Cross-library/Divisional Taskforce: Health Science, Law, and Academic Affairs Libraries Serials Cataloging Systems Charge Develop a plan for implementation

    5. UNC-CH: ERM Task Force Recommendations A phased implementation Management (Client) OPAC View (Public) A to Z list To form and charge a new committee: ERM Implementation Task Force. Consider: What do we need in the record? Where do we want to track the information? How do we want to track the information?

    6. Getting started: Making Decisions Assigning values to customizable fixed length and variable length fields Deciding what will be displayed in OPAC Should resource name be indexed? Deciding whether to continue to use bib records for e-resources, or just resource records, or some combination Where to attach order records – bib record or resource record? Coverage Load: Brief Bib vs. Full MARC Record Meeting as a consortium to discuss decisions that affect us all

    7. Making Decisions: UNCW’s field codes

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