ERM Implementation at UNC Wilmington’s Randall Library
description
Transcript of ERM Implementation at UNC Wilmington’s Randall Library
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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, 2007Regional Center Pembroke, NC
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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
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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?
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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
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Consortial ERM Implementation
How ERM implementation differs for a single site vs. a consortium
Consortial meetings to discuss decisions that affect all concerned parties.
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Getting started: Making Decisions (UNCP & FSU)
UNCP implementation plans FSU implementation plans
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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
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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
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Making Decisions: Resource fixed-field codes
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Making Decisions: Resource variable-field codes
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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
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Getting Started: ERM Resources, cont’d. ERM listserves
[email protected] Listserv archives: http://listserv.iii.com
/read/?forum=erm
WebEx training with Innovative staff Entitled to 1 session
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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
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ERM Record Relationships
Arlene, can you find the image that you had in mind for the different record relationships?
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UNCW’s Contact Record
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UNCW’s Resource Record
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ERM Quick Start Resource Record Supplied by Innovative
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Science Direct Resource Record
Tickler Logs
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Email Tickler
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UNCW’s License Record
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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
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ERM Records, Multi Line Field Labels:
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ERM Records, Multi Line Field Labels:
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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.
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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
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ERM Records, Multi-Value Variable-Length Fields:
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ERM Records, Multi-Value Variable-Length Fields:
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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.
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Break For Lunch.
We’ll continue after we return with live demonstrations.
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OPAC display:
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OPAC display, continued:
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OPAC display, continued:
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OPAC display, continued:#ERM Record on bib displaye|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
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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> -->
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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
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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; }
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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; }
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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
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OPAC display, continued:
•ICON_BIB_RESOURCE_DETAILS
•ICON_RESOURCE_RECORD
•ICON_VIEW_ADDITIONAL_ITEMS
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OPAC display, continued:
•RESOURCE_ADVISORY
•RESOURCE_HOLDINGS_FIELDS
•RESOURCE_HOLDINGS_MAX
•RESOURCE_LICENSE_FIELDS
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OPAC display, continued:
•TABLEPARAM_BIB_LICENSE
•TABLEPARAM_BIB_RESOURCE
•TABLEPARAM_BIB_RESOURCE_BRIEF
•TABLEPARAM_RESOURCE_BIB
•TABLEPARAM_RESOURCE_LICENSE
•TABLEPARAM_RESOURCE_RESOURCE
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Live Demonstration
Building Contact, Resource, and License Records
Using Create Lists Usage Statistics
Scholarly Stats CASE coverage service description
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Using Create Lists to Find UNCW Resource Records
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Statistical Reports
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ERM Usage Statistics (from Ted Fons’ presentation) – Can only get CPU if you automatically import statistics
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Title Comparison Report26 titles appear in more than 1 resource
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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
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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
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Coverage Load, continued: Coverage Spreadsheet Conversion Rules
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Coverage Load, continued: Coverage Spreadsheet Conversion Rules
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Coverage Load, continued: Checkin Record template
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Coverage Load, continued: Spreadsheet of holdings
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Coverage Load Spreadsheet Data Elements (part I)
See page 105561 of the manual
PROVIDER (e.g., Blackwell) ISSN (e.g., 1398-9995) TITLE (e.g., Allergy) URL (e.g.,
http://0-www.blackwell-synergy.com.uncclc.coast.uncwil.edu/openurl?genre=journal&stitle=ach
) ENUMCAPTION1 (e.g., v.) ENUMSTART1 (e.g., 5) ENUMCAPTION2 (e.g., no.)
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Coverage Load Spreadsheet Data Elements (part II)
ENUMSTART2 (e.g., 1) START_DATE (e.g., 1990) ENUMEND1 (e.g., 10) ENUMEND2 (e.g., 4) END_DATE (e.g., 2000) EMBARGO (e.g., 3 years) ALTLOOKUP (e.g., b19313305)
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Coverage Load, continued: Coverage Load
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Coverage Load, continued: Error Report
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Coverage Load, continued: Coverage Edit
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Coverage Load, continued: A finished checkin record
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Coverage Load, continued: Brief bibliographic record elements
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UNCW’s Implementation: OPAC display
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UNCW’s Implementation: OPAC display, continued
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UNCW’s Implementation: OPAC display, continued
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Concluding thoughts: Workflow changes Division of labor at UNCW straightforward
Dan Pfohl: maintains all the systems capabilities and is our Innovative contact person
Arlene Hanerfeld: inputs all resource and license records
Rebecca Kemp: maintains holdings information and runs coverage load process
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Concluding thoughts: Unexpected challenges
Purchasing an additional module to allow for a consortium to use ERM software
Coverage load database issues Time needed CASE products WebBridge in a consortium
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Questions? Discussion?
Thank you for attending!
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Presenter Contact InformationDan Pfohl
Arlene Hanerfeld
Rebecca Kemp