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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.

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lessons learned in getting started with erm

Lessons Learned in Getting Started with ERM

Barb Anderson &

Marian Simonson

  • 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
  • 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