lessons learned in getting started with erm n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Lessons Learned in Getting Started with ERM PowerPoint Presentation
Download Presentation
Lessons Learned in Getting Started with ERM

Loading in 2 Seconds...

play fullscreen
1 / 51

Lessons Learned in Getting Started with ERM - PowerPoint PPT Presentation


  • 78 Views
  • Uploaded on

Lessons Learned in Getting Started with ERM. Barb Anderson & Marian Simonson. Introduction. Who is the Cleveland Clinic Alumni Library? Why we needed ERM Why we chose Innovative’s ERM ERM training & coverage load from III Examples of records & clean-up Questions.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Lessons Learned in Getting Started with ERM' - saman


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
lessons learned in getting started with erm

Lessons Learned in Getting Started with ERM

Barb Anderson &

Marian Simonson

introduction
Introduction
  • Who is the Cleveland Clinic Alumni Library?
  • Why we needed ERM
  • Why we chose Innovative’s ERM
  • ERM training & coverage load from III
  • Examples of records & clean-up
  • Questions
cleveland clinic alumni library
Cleveland Clinic Alumni Library
  • Print, electronic, & media collections of health/life sciences material only
  • Primary clients: physicians, physicians-in training, nursing & allied health professionals (and their support staff)
  • Primary use of collection: support patient care & health sciences research
why we needed erm software
Why we needed ERM software
  • Budget
    • Centralized location for usage statistics, expenditures, vendors
  • Administration
    • Simplify reporting to Library Director
  • Management
    • Better utilization of our WebOPAC
    • Back-up solution to Serials Solutions
why we chose innovative s erm
Why we chose Innovative’s ERM
  • Evaluated EBSCO, Innovative, and Serials Solutions ERM software
  • Selected III ERM
    • Cost comparable to other vendors
    • Integrated with our WebOPAC
    • Vested in III software including WAM
    • Able to use Serial Solutions data file to pre-populate e-journal holdings
    • Training & implementation available
training preparation
Downloaded file of holdings from Serials Solutions & sent subset to III for testing

III loaded Millennium ERM & set up resource, license & contact records

III pre-populated ERM with some 200 resource records from common vendors

Training preparation
erm basic records
ERM basic records
  • Resource, contact & license
  • Many people stop here, but…
  • Coverage load extends the utility of ERM
  • III trainer made this step painless
coverage load
Coverage load
  • Downloaded our serials holdings from Serials Solutions A-Z List (360 Core)
  • Edited downloaded file to remove our print and non-health sciences journals –remember– our collection consists of health sciences material only
  • Saved edited file as two files to make it easier to load
coverage load reports
Coverage load reports
  • 3 reports are created:
    • Coverage updates successful
    • Coverage resources partially updated
    • Coverage resources not updated
  • Be sure to save each report
  • Millennium Guide, Page #105993
what coverage load accomplishes
What coverage load accomplishes
  • Creates/updates bib records
  • Creates/updates checkin (holdings) records
examples from our milerm opac
Examples from our Milerm & OPAC
  • Show records before & after coverage load for:
    • Resource
    • Bib
    • Checkin
    • Web OPAC
erm topics covered so far
ERM topics covered so far
  • Create, edit & update of
    • Resource records
    • License records
    • Contact records
  • Screen shots of Millennium & Web OPAC records related to ERM
tying order records to resources
Tying order records to resources
  • Create order record for bib.
  • Resource record links to bib records using the ‘related order’ function.
  • Milacq for serials started after ERM training.
  • Click ‘create report’ under Financial tab of resource record to view payment &/or invoice totals.
usage statistics
Usage statistics
  • 2 options:
    • Manual import
    • Automatic import
  • Only investigated manual import so far
importing usage statistics manually
Importing usage statistics manually
  • Obtain Counter JR1 report as xml file
  • From resource record, click usage statistics tab.
  • Click “import” to bring statistics into Millennium.
converting xls to xml
Converting XLS to XML
  • Download/install Perl on local pc
  • Save perl script from Cornell on local pc
  • Follow conversion instructions at http://www.library.cornell.edu/elicensestudy/usage/counter/jr12xml/
  • Reference: Millennium Page #106446
viewing usage statistics
Viewing usage statistics
  • On usage statistics tab of resource, click “export”.
  • Results exported as an excel file.
  • Cost per use automatically calculated annually
    • Requires use of Milacq
    • For automatically imported statistics only
    • Haven’t tested this feature—can’t draw any conclusions.
clean up tasks
Clean-up tasks
  • Entering order & invoice records for bibs
  • Linking orders to resources
  • Finish editing checkin records for each bib
    • Delete overlapping
    • Update permanent checkin with vendor,location, and library has data
  • Expand subjects for “Medicine and health”
  • Attach subjects to resources
conclusions
Conclusions
  • ERM –work in progress
    • Results and reports only as good as the data you enter/import
  • 3 days of III training =
    • 3 library staff trained in ERM & Milacq
    • ERM resource records loaded & updated
    • Coverage data loaded
    • Resource, contact, license, acq templates created
  • Training = Indispensable, worth every $$
iii documentation on csdirect
III documentation on CSDirect
  • FAQs
  • Training Resources:
    • ERM agenda
    • Quick Start Guide to ERM
  • Presentations at previous meetings
  • Service commitments if you’ve already implemented ERM & want to make changes
contact information
Contact information
  • Marian Simonson
    • 216-445-7334, simonsm@ccf.org
  • Barb Anderson
    • 216-445-7347, andersb3@ccf.org
  • Mailing address
    • Cleveland Clinic Alumni Library
    • 9500 Euclid Ave, NA30
    • Cleveland, OH 44195