ERM from the Ground Up : MULER

1. ERM from the Ground Up: MULER Aaron A. Lupton, Electronic Resources Librarian February 5, 2011

2. Agenda Background: What we had pre-MULER Why a New ERM? Our Approach: Do it Yourself MULER - key features Next Steps - an evolving product Take Aways - collaboration

3. What We Had Electronic Resources Database Table in Access database Moved to Oracle Programmed with Visual Basic Local install

4. Sample Index Record

5. Sample eJournal Record

6. Sample eJournal Record

7. Why a New ERM ? • Outdated • Number of eResources growing • Need for batch record uploading • Local install and reinstall inconvenient • Especially during PC upgrades • Managed by Library Computing Services

8. What We Wanted Something web-based Mimic commands of old Electronic Resources Database Simple to use No intervention required by computing department New enhancements

9. New Enhancements Easier loading and holdings management batch record uploading Admin and contact info previous function did not work Publisher/Provider/Database info display in search results Improved reports: statistics, expenditures, duplications

11. New Enhancements con’t Trial workflow module License agreement module Multiple URLs for the same title in same record Read only

12. Where We Looked • Commercial products: ExLibris Verde, SirsiDynix ERM Solution, Endeavor Meridian, Innovative Interfaces ERM • Could not do everything we wanted • Not convinced these products offered something worth the $ • Would require learning a whole new system • So…

13. We Did It In-House • We could develop it to meet specific job functions: eResources management, Cataloguing, Accounting, and more • Could mimic the old system

14. MULER Project Lead: Taras Danylak (LCS) Web Application www.library.yorku.ca/e/manager/products/edit/509 Open Source - 2 main components were: Code Igniter (web application framework) JQuery (popular JavaScript library)

15. MULER – Home Page

16. MULER – Browse All Products

17. MULER – Browse All Titles

18. MULER – Index Record

19. MULER – Title List

20. MULER – Subscription Details

21. MULER - Contacts

22. MULER - Statistics

23. MULER – Subscriptions By Type

24. MULER - Reports

25. What’s Next Subject Field – tag eResources by Subject, integrate them into subject research guides, course research guides http://www.library.yorku.ca/subjects/manager/subjects/ http://www.library.yorku.ca/subjects/ Read-Only Access

30. Wish List Trial, Acquisitions, and Cancellations modules # of users – SUPO or MUPO Search by vendor, eg all Proquest, Gale, etc Licensing module Store scanned license ILL Course kits Visitor access? Alumni access?

31. Take Aways - Positive Facilitates Collaboration – multiple exercises from one location Truly customizable - Will only do what we need it to do Problems resolved quickly Easy to learn and use

32. Take Aways - Negative Requires technical/programming expertise on staff Changes require more organizational/planning time Save $$ but not time

33. Questions ??