ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and...
-
Upload
katlyn-roake -
Category
Documents
-
view
219 -
download
0
Transcript of ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and...
![Page 1: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/1.jpg)
eTrackerImproving electronic resources management by optimizing your ILS
Electronic Resources and Libraries Conference
March 20, 2008Atlanta GA
Deberah EnglandElectronic Resources Librarian
Wright State University
![Page 2: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/2.jpg)
Deberah England, ER&L 3/20/08
Feeling overwhelmed?
![Page 3: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/3.jpg)
Deberah England, ER&L 3/20/08
The Problem… Non-linear workflows Inadequate staffing for workload Many people on many teams involved Tremendous increase in
communication Multiple mechanisms and systems in
use 24x7x365 Potential to drop the ball…
![Page 4: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/4.jpg)
Deberah England, ER&L 3/20/08
Options…
Spreadsheets Vendor ordering systems PAMS Post-its, slips, etc. More email to others More email to yourself
![Page 5: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/5.jpg)
Deberah England, ER&L 3/20/08
Email - not a viable option1999 survey of Intel knowledge workers
200 messages in an inbox 30% of email perceived unnecessary 2.5 hours per day managing email
2006 survey of all Intel IT employees 350 messages received per week 20 hours per week managing email 40% email has a negative impact on their stress level 31% email has a negative impact on their quality of life
![Page 6: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/6.jpg)
Deberah England, ER&L 3/20/08
What is missing?
![Page 7: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/7.jpg)
Deberah England, ER&L 3/20/08
Tracking system!
Used by IT for troubleshooting Pooled “seat” access Only a select few have access Costly Easily infiltrated by Spammers Additional system to monitor…
![Page 8: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/8.jpg)
Deberah England, ER&L 3/20/08
What about ERM?
No built in tracking mechanism No mechanism other than more
email to track problems Equals more email in your inbox None of the ERMS on the market
address tracking problems well
![Page 9: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/9.jpg)
Deberah England, ER&L 3/20/08
How did we manage?
![Page 10: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/10.jpg)
Deberah England, ER&L 3/20/08
Eureka!
![Page 11: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/11.jpg)
Deberah England, ER&L 3/20/08
Global Claim Program
![Page 12: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/12.jpg)
Deberah England, ER&L 3/20/08
MilSer Global Claim program
“Range/review edit program” Systematically cycled through
outstanding late & claimed print issues
Easily adaptable to a “claiming” workflow
Proactive, not reactive How can I adapt this for e?
![Page 13: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/13.jpg)
Deberah England, ER&L 3/20/08
Holdings “check-in” box options
![Page 14: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/14.jpg)
Deberah England, ER&L 3/20/08
eTracker “claiming”
Run the claim program anytime Delegate! Anyone authorized to run it can run
it Can run it everyday, if needed Anyone with rights to view, can
check status of a problem call Information retained in record Saves tracking a plethora of email!
![Page 15: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/15.jpg)
Deberah England, ER&L 3/20/08
Individual boxes
![Page 16: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/16.jpg)
Deberah England, ER&L 3/20/08
Setting up eTracker…
Select desired codes for eTracker holdings/check-in record
Create check-in card template for eTracker
Define card parameters for eProblem solving
Define card box parameters Set up a permanent create list
Blue captures from ERM Green captures from MilSer
![Page 17: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/17.jpg)
Deberah England, ER&L 3/20/08
eTracker coding
Fixed fields
![Page 18: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/18.jpg)
Deberah England, ER&L 3/20/08
eTracker coding
Variable fields - basic
Variable fields - with public note
![Page 19: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/19.jpg)
Deberah England, ER&L 3/20/08
eTracker record template
![Page 20: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/20.jpg)
Deberah England, ER&L 3/20/08
Default card parameters
![Page 21: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/21.jpg)
Deberah England, ER&L 3/20/08
Define card parameters
![Page 22: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/22.jpg)
Deberah England, ER&L 3/20/08
Boxes added - ready for data
![Page 23: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/23.jpg)
Deberah England, ER&L 3/20/08
Set up create list
![Page 24: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/24.jpg)
Deberah England, ER&L 3/20/08
Define list criteria
![Page 25: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/25.jpg)
Deberah England, ER&L 3/20/08
When to create eTracker records
As problems arise As new titles are added Systematically select titles Pull from outstanding email
files
![Page 26: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/26.jpg)
Deberah England, ER&L 3/20/08
Creating eTracker records
Attach check-in record Select template Set up card parameters Enter data in fields as defined
by card template
![Page 27: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/27.jpg)
Deberah England, ER&L 3/20/08
Attaching holdings records
![Page 28: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/28.jpg)
Deberah England, ER&L 3/20/08
Change index to check-in
![Page 29: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/29.jpg)
Deberah England, ER&L 3/20/08
Attach a new checkin record
![Page 30: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/30.jpg)
Deberah England, ER&L 3/20/08
Create an eTracker card
![Page 31: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/31.jpg)
Deberah England, ER&L 3/20/08
Set up card parameters
![Page 32: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/32.jpg)
Deberah England, ER&L 3/20/08
Alter card parameters
![Page 33: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/33.jpg)
Deberah England, ER&L 3/20/08
eTracker boxes created
![Page 34: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/34.jpg)
Deberah England, ER&L 3/20/08
Box 1 = Problem reported
![Page 35: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/35.jpg)
Deberah England, ER&L 3/20/08
Box 2 = “Claim” action
![Page 36: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/36.jpg)
Deberah England, ER&L 3/20/08
Box 3 = Any additional action
![Page 37: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/37.jpg)
Deberah England, ER&L 3/20/08
Box 4 = Problem resolved
![Page 38: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/38.jpg)
Deberah England, ER&L 3/20/08
Flag box – important for open calls
![Page 39: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/39.jpg)
Deberah England, ER&L 3/20/08
Suppression = visual aid
![Page 40: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/40.jpg)
Deberah England, ER&L 3/20/08
eTracker card box examples
Missing link Lapsed sub
![Page 41: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/41.jpg)
Deberah England, ER&L 3/20/08
Problem reported
![Page 42: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/42.jpg)
Deberah England, ER&L 3/20/08
Action taken
![Page 43: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/43.jpg)
Deberah England, ER&L 3/20/08
Problem resolved
![Page 44: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/44.jpg)
Deberah England, ER&L 3/20/08
Problem reported
![Page 45: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/45.jpg)
Deberah England, ER&L 3/20/08
Action taken
![Page 46: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/46.jpg)
Deberah England, ER&L 3/20/08
Root of problem
![Page 47: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/47.jpg)
Deberah England, ER&L 3/20/08
Notified users
![Page 48: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/48.jpg)
Deberah England, ER&L 3/20/08
Problem resolved
![Page 49: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/49.jpg)
Deberah England, ER&L 3/20/08
Ticklers…
![Page 50: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/50.jpg)
Deberah England, ER&L 3/20/08
eProblem history retained
![Page 51: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/51.jpg)
Deberah England, ER&L 3/20/08
Running eTracker
Two options MilSer global claim program ERM range/review edit file Easy for staff with serials
claiming experience Consistency - schedule time to
run
![Page 52: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/52.jpg)
Deberah England, ER&L 3/20/08
Running eTracker in MilSer
![Page 53: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/53.jpg)
Deberah England, ER&L 3/20/08
Select review & file to run
![Page 54: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/54.jpg)
Deberah England, ER&L 3/20/08
File selected & click start
![Page 55: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/55.jpg)
Deberah England, ER&L 3/20/08
Running eTracker in ERM
![Page 56: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/56.jpg)
Deberah England, ER&L 3/20/08
Select review from pull down index
![Page 57: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/57.jpg)
Deberah England, ER&L 3/20/08
Select create list file from pull down menu
![Page 58: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/58.jpg)
Deberah England, ER&L 3/20/08
eTracker list selected
![Page 59: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/59.jpg)
Deberah England, ER&L 3/20/08
Caveats MilSer
Only records with late “flag” boxes will pull up Good for keeping tabs on eProblems Good for testing access
ERM All records pop up Good for systematic updating of records Good for projects
![Page 60: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/60.jpg)
Deberah England, ER&L 3/20/08
eTracker in action
![Page 61: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/61.jpg)
Deberah England, ER&L 3/20/08
Another eTracker - test access
![Page 62: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/62.jpg)
Deberah England, ER&L 3/20/08
Access confirmed - “arrived”
![Page 63: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/63.jpg)
Deberah England, ER&L 3/20/08
Inquiring minds want to know…
![Page 64: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/64.jpg)
Deberah England, ER&L 3/20/08
Send another tickler…
![Page 65: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/65.jpg)
Deberah England, ER&L 3/20/08
Both ticklers retained in record
![Page 66: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/66.jpg)
Deberah England, ER&L 3/20/08
Card shows waiting for a response
![Page 67: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/67.jpg)
Deberah England, ER&L 3/20/08
eTracker Periodic access tests
Decision making Determine how often you want to run access
tests Determine how to access the resource Determine what to check for access
Record creation Create or update holdings record Set or update card parameters Create boxes
Delegate testing to staff and/or students
![Page 68: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/68.jpg)
Deberah England, ER&L 3/20/08
eTracker: Access Test template
![Page 69: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/69.jpg)
Deberah England, ER&L 3/20/08
eTracker pop up message
![Page 70: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/70.jpg)
Deberah England, ER&L 3/20/08
eTracker: Access test record
![Page 71: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/71.jpg)
Deberah England, ER&L 3/20/08
Access test parameters
![Page 72: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/72.jpg)
Deberah England, ER&L 3/20/08
Access test add terms to boxes
![Page 73: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/73.jpg)
Deberah England, ER&L 3/20/08
Access terms added as a group
![Page 74: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/74.jpg)
Deberah England, ER&L 3/20/08
Check access using URL in record
![Page 75: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/75.jpg)
Deberah England, ER&L 3/20/08
Additional eMaintenance Tracking
new titles publisher or title changes publisher processes policy or procedural issues resources with supplements & in-bedded titles functionality
Access advisories Known problems
![Page 76: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/76.jpg)
Deberah England, ER&L 3/20/08
Forthcoming titles in ERM
![Page 77: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/77.jpg)
Deberah England, ER&L 3/20/08
eTracker: Forthcoming titles
![Page 78: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/78.jpg)
Deberah England, ER&L 3/20/08
Forthcoming titles parameters altered
![Page 79: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/79.jpg)
Deberah England, ER&L 3/20/08
Forthcoming titles monitoring
![Page 80: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/80.jpg)
Deberah England, ER&L 3/20/08
Forthcoming titles separate record
![Page 81: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/81.jpg)
Deberah England, ER&L 3/20/08
Record linked in ERM
![Page 82: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/82.jpg)
Deberah England, ER&L 3/20/08
Forthcoming titles published?
![Page 83: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/83.jpg)
Deberah England, ER&L 3/20/08
Opens browser & loads page
![Page 84: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/84.jpg)
Deberah England, ER&L 3/20/08
Title not yet published
![Page 85: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/85.jpg)
Deberah England, ER&L 3/20/08
eTracker: Publisher changes
![Page 86: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/86.jpg)
Deberah England, ER&L 3/20/08
eTracker: Publisher processes
![Page 87: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/87.jpg)
Deberah England, ER&L 3/20/08
eTracker: Policy & procedures
![Page 88: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/88.jpg)
Deberah England, ER&L 3/20/08
eTracker: In-bedded titles
![Page 89: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/89.jpg)
Deberah England, ER&L 3/20/08
In-bedded titles separate record
![Page 90: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/90.jpg)
Deberah England, ER&L 3/20/08
eTracker: Supplements
![Page 91: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/91.jpg)
Deberah England, ER&L 3/20/08
eTracker: Functionality
![Page 92: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/92.jpg)
Deberah England, ER&L 3/20/08
eTracker: Access advisories
![Page 93: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/93.jpg)
Deberah England, ER&L 3/20/08
eTracker: Known problems
![Page 94: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/94.jpg)
Deberah England, ER&L 3/20/08
Known problem user advisory
![Page 95: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/95.jpg)
Deberah England, ER&L 3/20/08
eTracker: history just in case…
![Page 96: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/96.jpg)
Deberah England, ER&L 3/20/08
History detailed…
![Page 97: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/97.jpg)
Deberah England, ER&L 3/20/08
Hmmm…?
![Page 98: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/98.jpg)
Deberah England, ER&L 3/20/08
eTracking for Acquisitions Track by process
Selection Trials Licensing Cataloging Ordering Activation Evaluation (acquiring stats)
Track by material type Databases, eBooks, eJnls, eMedia, eDocs, etc.
Track how acquired Direct, SUMS vendor, consortium, freely accessible,
and transfers from print to e
![Page 99: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/99.jpg)
Deberah England, ER&L 3/20/08
eTracker by material type - dbs
![Page 100: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/100.jpg)
Deberah England, ER&L 3/20/08
Material type - ejournal
![Page 101: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/101.jpg)
Deberah England, ER&L 3/20/08
Material type - ebook
![Page 102: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/102.jpg)
Deberah England, ER&L 3/20/08
Top Ten benefits of eTracker
10.Provides a visual linear progression to access status of calls and orders
11.Saves funds purchasing an outside tracking system or seats on university’s system
12.Saves space and time spent tracking emails
13.Compliments - does not replace ERMS
![Page 103: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/103.jpg)
Deberah England, ER&L 3/20/08
Top Ten benefits of eTracker
6. Provides ability to delegate tracking tasks to lower-level staff
7. Provides a method for transitioning print checkin and claiming staff into the “e” workflow
8. Supervisors can see what needs done and reassign tasks as needed (i.e. vacations, projects, increase workloads)
![Page 104: ETracker Improving electronic resources management by optimizing your ILS Electronic Resources and Libraries Conference March 20, 2008 Atlanta GA Deberah.](https://reader033.fdocuments.us/reader033/viewer/2022051314/55175a29550346176e8b4782/html5/thumbnails/104.jpg)
Deberah England, ER&L 3/20/08
Top Ten benefits of eTracker
3. Enables public staff to view status of calls and orders thereby improving service
4. Provides use of resources (that you already have)
5. It’s a visual tool that can be utilized to make the case to superiors that…
“Whew!, I’m sooooooo busy!”
i.e. More staff time needs assigned to eWorkflows!