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Duke University FOLIO Implementation Planning Library Systems Platform Steering Group

E-Resource Management (ERM) Overview. Duke University FOLIO Implementation Planning Library Systems Platform Steering Group. Benefits of FOLIO ERM for Duke University. The FOLIO License App stores both metadata about  e-resource licenses and full-text license documents.

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Duke University FOLIO Implementation Planning Library Systems Platform Steering Group

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  1. E-Resource Management (ERM) Overview Duke University FOLIO Implementation PlanningLibrary Systems Platform Steering Group

  2. Benefits of FOLIO ERM for Duke University The FOLIO License App stores both metadata about  e-resource licenses and full-text license documents • Enables library staff to quickly retrieve and interpret information about current vendor agreements • Supports changing collections priorities and the Libraries’ goal to have a greater influence on the scholarly communications environment

  3. Creating License Metadata in FOLIO Licenses App

  4. Tools for Managing E-Resources

  5. Tools for Managing E-Resources

  6. FOLIO ERM Overview ERM Apps Supporting Apps • Licenses • Agreements • eUsage • eHoldings* *eHoldings is built for EBSCO KB institutions, Duke uses ExLibris 360/Serial Solutions • Settings • Organizations (Vendors) • Users

  7. Settings Organizations Users Manual data creation in FOLIO _______________________________________________________ Only users for ERM apps and users identified as “internal contacts” for a license are needed. Who will enter these users and using what source? Permissions structure? Manual data creation in FOLIO _____________________________________________________ License: Terms and picklist order Organizations: categories Users: permissions, patron groups, address types Manual data creation in FOLIO _______________________________________________________ Need to create an organization record for each vendor for which a license is created in FOLIO. Would data migration from Aleph be useful exercise? ERMConfiguration and Data Migration

  8. Licenses Agreements eUsage Manual data creation in FOLIO ______________________________________________________ Data about each license will be entered manually into FOLIO. This metadata doesn’t exist in a system, so data migration isn’t an option Import package title lists (optional) _______________________________________________________ Link between package and order not available until orders are in FOLIO. Is importing package information worthwhile and feasible? Will data import be ready? Manual data creation in FOLIO  ______________________________________________________ Minimal data required for each usage data provider. ERMConfiguration and Data Migration - continued

  9. Questions?

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