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ERM Implementation at UNC Wilmington’s Randall Library

ERM Implementation at UNC Wilmington’s Randall Library. Dan Pfohl, Associate University Librarian for Computing Services Arlene Hanerfeld, Associate University Librarian for Technical & Collection Services Rebecca Kemp, Serials Supervisor August 28, 2007 Regional Center Pembroke, NC .

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ERM Implementation at UNC Wilmington’s Randall Library

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  1. ERM Implementation at UNC Wilmington’sRandall Library Dan Pfohl, Associate University Librarian for Computing Services Arlene Hanerfeld, Associate University Librarian for Technical & Collection Services Rebecca Kemp, Serials Supervisor August 28, 2007Regional Center Pembroke, NC

  2. 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 and usage information

  3. Why use ERM? • Gather information into one central location • Present journal coverage in catalog • Link from journal title to provider title • Show in the catalog which resources may / may not be ILL-ed • Track negotiations about resources (e.g., trials) • Manage incidents for resources (e.g., outages) • Manage SSL, domain name subscriptions • Interface with WebBridge?

  4. What does it look like in the catalog? • Here’s a preview of what we’ll be talking about for the next few hours... American Imago in UNCW’s catalog

  5. Consortial ERM Implementation • How ERM implementation differs for a single site vs. a consortium • Consortial meetings to discuss decisions that affect all concerned parties.

  6. Getting started: Making Decisions (UNCP & FSU) • UNCP implementation plans • FSU implementation plans

  7. Getting started: Making Decisions • Assigning values to customizable fixed length and variable length fields • Deciding what will be displayed in OPAC • Deciding whether to continue to use bib records for e-resources, or just resource records, or some combination

  8. Getting started: Making Decisions (cont’d) • Should resource name should be indexed? • Where to attach order records – bib record or resource record? • Coverage Load: Brief Bib vs. Full MARC Record

  9. Making Decisions: Resource fixed-field codes

  10. Making Decisions: Resource variable-field codes

  11. Getting Started: ERM Resources • Millennium Manual • Link from Millennium or • http://csdirect.iii.com/documentation/references/ • CSDirect http://csdirect.iii.com/ • Presentations (by Innovative staff) • FAQ’s - ERM • Tutorials - CASE • Innovative Users Group website • http://www.innopacusers.org/ • Includes IUG Clearinghouse and presentations

  12. Getting Started: ERM Resources, cont’d. • ERM listserves • erm@listserv.iii.com • Listserv archives: http://listserv.iii.com/read/?forum=erm • WebEx training with Innovative staff • Entitled to 1 session

  13. Getting Started: Organizing information • Documentation for the choices we have made • Keeping together information sources (recommend keeping a binder) • Manual • other people’s presentations • meeting minutes • relevant listserv posts

  14. ERM Record Relationships • Arlene, can you find the image that you had in mind for the different record relationships?

  15. UNCW’s Contact Record

  16. UNCW’s Resource Record

  17. ERM Quick Start Resource Record Supplied by Innovative

  18. Science Direct Resource Record Tickler Logs

  19. Email Tickler

  20. UNCW’s License Record

  21. ERM Records, Multi Line Field Labels Useful for prompted input, ease of reading, formatted output. Innovative must define field as multi line,ORCoordinator can define, if ASAA trained. Set up in -MilAdmin | ASAA | Multi line field labels

  22. ERM Records, Multi Line Field Labels:

  23. ERM Records, Multi Line Field Labels:

  24. ERM Records, Multi Line Field Labels: Notes: Creation of and changes to multi line profile are not retroactive! Must start new MilERM session to see changes. Always enter VENDOR NAME for the LABEL 1 element of the vendor record ADDRESS1 field.

  25. ERM Records, Multi-Value Variable-Length Fields: Useful for profiling specific text – aids consistent OPAC display – Aids in data input and retrieval Innovative must define field as multi-value.Local user must have authorization for function 686 to edit values. Edit values in – MilERM or MilAdmin Admin | Parameters | ERM

  26. ERM Records, Multi-Value Variable-Length Fields:

  27. ERM Records, Multi-Value Variable-Length Fields:

  28. ERM Records, Multi-Value Variable-Length Fields: Notes: Must start new MilERM session to see changes. Use semi-colon (;) to add multiple entries to single field.

  29. Break For Lunch. • We’ll continue after we return with live demonstrations.

  30. OPAC display:

  31. OPAC display, continued:

  32. OPAC display, continued:

  33. OPAC display, continued: #ERM Record on bib display e|t|||Resource Name||e| e|x|||Alternate Resource Name||e| e|e|||Description||e| e|u|||Trial Information||e| e|g|||User Support||e| e|f|||Public Note||e| #e|s|||Pricing & Payment||e| e|w|||||e| e|v|||Resource Type||e| e|b|||Resource Format||e| e|h|||Coverage||e| # Webpub.def determines which fields can display and the order in which they display. Entry syntax explained at #106853

  34. OPAC display, continued: Resource_display.html controls the display (layout) of resource records. <div id="infoTable"> <div style="text-align:right;font-size:85%;padding-right:5px;"> <!--{pager}--> </div> <!--{recordinfo:#}--> <div style="padding:2px 0px 2px 25px;width:95%;"> <!--The following div was commented out 6/12/2007 when the record link token was moved to the sidebaContent area--> <!--<div style="float:left;width:50%"> --> <!--<!--{recordlink}--> <!--</div> -->

  35. OPAC display, continued: • Tokens: • Examples on handouts • Bib_display.html tokens listed at #106854 • Resource_display.html tokens listed at #107106 {holdings} in bib_display.html {recordinfo} in resource_display.html {recordlink} resource_display.html

  36. OPAC display, continued: • CSS Files: • Styles.css and ie_styles.css • Selected styles on handout • Use Firefox plug-in (Firebug) to discover CSS classes and values .resourceBibEntry { color: #000000; background: #FFF8EF; text-align: left; } .resourceBibHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; } .resourceInfoData { } .resourceInfoLabel { background: #FFF8EF; font-style: italic; } .resourceLicense { } .resourceLicenseEntry { color: #000000; background: #FFF8EF; text-align: left; } .resourceLicenseHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }

  37. OPAC display, continued: .resourceBibEntry { color: #000000; background: #FFF8EF; text-align: left; } .resourceBibHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; } .resourceInfoData { } .resourceInfoLabel { background: #FFF8EF; font-style: italic; } .resourceLicense { } .resourceLicenseEntry { color: #000000; background: #FFF8EF; text-align: left; } .resourceLicenseHeader { color: #FFFFFF; background: #00437f; font-weight: bold; text-align: left; }

  38. OPAC display, continued: • Web Options for ERM: • BIB_LICENSE_FIELDS • BIB_LICENSE_FIELDS_BRIEF • BIB_RESOURCE_CAPTION • BIB_RESOURCE_FIELDS • BIB_RESOURCE_FIELDS_BRIEF • BIB_RESOURCE_NUM_BRIEF

  39. OPAC display, continued: • ICON_BIB_RESOURCE_DETAILS • ICON_RESOURCE_RECORD • ICON_VIEW_ADDITIONAL_ITEMS

  40. OPAC display, continued: • RESOURCE_ADVISORY • RESOURCE_HOLDINGS_FIELDS • RESOURCE_HOLDINGS_MAX • RESOURCE_LICENSE_FIELDS

  41. OPAC display, continued: • TABLEPARAM_BIB_LICENSE • TABLEPARAM_BIB_RESOURCE • TABLEPARAM_BIB_RESOURCE_BRIEF • TABLEPARAM_RESOURCE_BIB • TABLEPARAM_RESOURCE_LICENSE • TABLEPARAM_RESOURCE_RESOURCE

  42. Live Demonstration • Building Contact, Resource, and License Records • Using Create Lists • Usage Statistics • Scholarly Stats • CASE coverage service description

  43. Using Create Lists to Find UNCW Resource Records

  44. Statistical Reports

  45. ERM Usage Statistics (from Ted Fons’ presentation) – Can only get CPU if you automatically import statistics

  46. Title Comparison Report26 titles appear in more than 1 resource

  47. New Procedure: Coverage Load • How coverage load works, part I • Configure spreadsheet conversion rules in ERM Admin • Set up resource record for the desired resource, set the Provider ID (and affiliation, for consortial implementations) • Set up templates for creation of new checkins, brief bibs during coverage load process • Obtain coverage spreadsheet from journal database provider / use Serials Solutions coverage data • Format spreadsheet for coverage load

  48. New Procedure: Coverage Load, cont’d. • How coverage load works, part II • Batch input spreadsheet data into ERM coverage load module • Coverage load module creates and populates checkin records for titles in spreadsheet (Matching algorithm can be found in Manual page 106010) • Coverage information displays in the OPAC • Coverage load data is stored for future use in the Coverage Edit database • Look at error report to see holdings that did not affix properly, fix and re-run

  49. Coverage Load, continued: Coverage Spreadsheet Conversion Rules

  50. Coverage Load, continued: Coverage Spreadsheet Conversion Rules

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