MENA-IUG 5 th Annual Conference
1-2 November 2010

• Inventory and describe electronic resources – names, descriptions, urls, usage info
• Store administrative and statistical links/usernames/passwords
• Track problems and changes
• Send renewal, trial end reminders
• Track orders & budget
• Statistics – download, generate reports

• Data can be used to create public interfaces
• OPAC Displays – resource, e-journals, e-books
• Encore Integration

• Maintain a thing in one place – e.g. URL’s
• Re-use metadata rather than re-create it
• Consistency of presentation – names, subject groupings, etc.
• Make resource data broadly available to enable staff to work together
• Provide different paths – lists, searches, contextual documents (e.g. subject pages) for different users

• Data model & implementation plan – 12/07
• Resource, license, contact records – 12/07-
01/08
• Generation of web pages – 02/08
• Tracking renewal dates and ticklers – 02/08
• Generate/load e-journal records & coverage –
03/08
• OPAC Displays public ready – 03/08

• Description – uniform names and descriptions, links
• Linked records – eJournal MARC
• Administration – URL and password storage, remembering miscellany
• Renewals – more consistency
• Access improvements – OPAC searchable, database pages

• Consistent Maintenance
• Record Quality
• eJournal/Coverage – need to delete every time
• Incomplete data for reports, e.g. Cost per Use

• Begin order record creation – 09/08
• Scanning, uploading, linking licenses – 09/08
• First effort at incrementally loading e-journal records & coverage – 12/08

• Fund Created
• Order Records Created
• Receiving - ticklers

• Licenses Scanned
• Uploaded to internal web server
• Linked to License records

Incremental Coverage/MARC Load I

• Hire ERM Librarian – 03/10
• Reassess/reallocate staff responsibilities
• Revisit/improve existing procedures, practice and data model

• Lots of checking, updating, verifying
• Example – Resource Type
• Update contacts and role delineation
• Continue scanning, uploading, linking licenses
• Continue order record creation, fund tracking

• WebBridge and Research Pro maintenance and updates – 04/10
• Add records, links, holdings for public access databases – PubMed, Google
Scholar, DOAJ – 05/10
• Incremental Serials Holdings Load –
06/10

Incremental Coverage/MARC Load II

• Revisit/improve existing procedures, practice and data model
• Continue scanning, uploading, linking licenses
• Update contacts and role delineation
• Continue order record creation, fund tracking
• Monitor WebBridge and Research Pro

• Statistics importing, SUSHI setup
• Serials control integration – tracking electronic registration, miscellaneous titles, Serials Solutions, etc.
• EZProxy configuration generation
• Management Support – “The
Spreadsheet” and “Periodicity”

• ERM is not a static thing, it needs to be consistently maintained
• ERM Module needs an owner who uses it just like Cataloging or Circulation
• Implementation is more about your organization and procedures than the actual module

• What is ?
• Record Structure
• What Does Staff ?
• What Does Public ?
• Principles
• Initial Milestones
• Successes
• Database Pages
• Initial Problems
• More Milestones
• Order Records
• License Scanning
• Incremental Coverage
• Reality
• Activities
• Reality Milestones
• Incremental Coverage II
• Ongoing
• To Do
• Conclusions