1	ERM Implementation Overview Nov. 16, 2005 Task Force Members: Yem Fong (co-chair) Peggy Jobe (co-chair), Wendy Baia, John Culshaw, Linda Helgoth, Jina Wakimoto, Heather Wicht
2	Introduction--What is ERM An Innovative module that provides mechanisms for managing licensed resources (e-journals, A&I indexes, full-text databases, other e-content). Functionally integrates with the Millennium system Tracks transactional and decision support data such as: Trials, acquisitions, consortia arrangements and financial information Licensing provisions and conditions Access provision, discovery and display tools Administration (local controls) Maintenance/management (downtime, access issues, platform changes) Evaluation and collection management support (use statistics, cost per use, other reports)
3	Why Invest in ERM Tremendous shift from print to online Publishing models have dramatically changed, no more print + “free” online Growth in publisher packages (SD, Wiley, Springer, Emerald, Oxford) Marketing to consortia for the “big deals” Expenditures for electronic resources increasingly large part of materials budget
4	Library Expenditures on E-Resources
5	What does this mean for the libraries? Organizational shift – breaking down barriers Acquiring and managing e-resources across departments and job descriptions Complexity of process requires new strategies, new responses and additional resources How can we streamline processes and establish best practices that will add value and maximize our e-collections and dollars invested?
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7	Why ERM?
8	How ERM was developed… Development partnership between Innovative and several large academic customers Brainstorming session with University of Washington Libraries submitted ‘scenarios’ to Innovative to describe how they work with e-resources
9	ERM Goals Integrate licensing and purchasing data with a single interface eliminate local data silos (spreadsheets, databases, filing cabinets) provide relevant info to users via OPAC
10	Why ERM from Innovative? Wanted to integrate e-resources management workflow into Chinook Same interface – need to learn new record structure but no need to learn new ways of doing things Create lists – once populated, can use power of create lists function to crunch data about e-resources
11	Why ERM from Innovative? Innovative ERM first in marketplace thus most developed Others (i.e. Endeavor’s Meridian, Ex Libris’ Verde) would have required new vendor relationship and lacked integration with Chinook
12	What was added to Chinook? Resource records (.e) License records (.l) Contact records (.t) ERM module
13	Chinook Database Structure
14	ERM Database Structure
15	Information about the Implementation of ERM Minutes, documentation, and other information is available from Chinook Corner at http://ucblibraries.colorado.edu/systems/chinook.htm
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32	ERM Public Display Issues Viewing other catalogs reveals many variations in ERM public display practices and states of implementation. Will we provide both bib and resource records for the nine categories of e-resources we’ve identified? What information should we display to the public from resource and license records, where will we display this and what types of information will be hot-linked?
33	ERM Public Display Issues Will we just use broad local subjects for resource records vs. LC subjects for bib records? What happens to current Chinook “Find Articles and More” – A-Z list and subject list? What happens to current Chinook E-Journal Finder? Will we supply brief catalog records for titles we don’t have in Chinook? We can test display options on the staging server. We plan to form working groups with additional Libraries personnel to study the issues and make recommendations.
34	ERM Demonstration Sites Bowling Green State University http://maurice.bgsu.edu/screens/opacmenu.html Deakin University http://library.deakin.edu.au/ University of Washington http://catalog.lib.washington.edu/search~/
35	References Collins, Maria. Electronic Resource Management Systems: Understanding the Players and How to Make the Right Choice for Your Library. Serials Review v. 31 no.2 (2005) p. 125-40. Emery, Jill. Beginning to See the Light: Developing a Discourse for Electronic Resource Management. The Serials Librarian v. 47 no. 4 (2005) p. 137-47. Fong, Yem and Heather Wicht. Software for Managing Licenses and Compliance. Journal of Library Administration v. 42 (2005) p. 143-161. Grover, Diane., and Ted Fons. The Innovative Electronic Resource Management System: A Development Partnership. Serials Review v. 30 no. 2 (2004) p. 110-116. Harvell, Tony. Electronic Resources Management Systems: The Experience of Beta Testing and Implementation. The Serials Librarian v. 47 no. 4 (2005) p. 125-36. Tull, Laura., et. al. Integrating and Streamlining Electronic Resources Workflows via Innovative’s Electronic Resource Management. The Serials Librarian v. 47. no.4 (2005) p. 103-24.