Archive for September, 2011

Implementing ERMes: Part 1

As I mentioned in my last post, I am excited to explore the applicability of ERMes as an e-resource management system at the University of Connecticut. While I have yet to determine if ERMes is the right ERM for the long-term, I am planning an immediate implementation of ERMes because:

  1. UConn Libraries’ existing home-grown ERM is primarily used to generate an A-Z list and subject pages.
  2. The existing ERM does not have reports and the reports in ERMes are integral to my work!
  3. Though UConn has a great ITS team and a programmer to support the existing ERM, I do not have the skills to quickly customize it on my own.
  4. The existing ERM does not include cost information, but does include nearly all of the data entry fields listed in the DLF ERM Initiative’s Electronic Resource Management System Data. Structure. This means that the system is quite complex and includes more unused fields than used fields.
  5. I need to quickly gain an understanding of UConn’s e-resource collection and using a system I already know will save time.
  6. If ERMes is not appropriate as a long-term ERM, I will have all the e-resource data in one place which will make it much easier to migrate to another ERM.

With that said, I will be documenting my implementation process with hopes that doing so will help other users!

The following installment is short, but shows how I have a back-up instance of ERMes, and how I customize the Preliminary Information tables for Access and Source.

The Access table is intended identifies which campuses, locations, or groups that have access to an e-resource while the Source table identifies who is paying subscription and purchase fees. But of course, because it is ERMes, these fields can be customized and changed to match your needs!

Movie IconImplementing ERMes Video: Part 1

 

Note: For more detailed instructions and information about implementing ERMes, please see the instructions and release notes on the ERMes website.

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Breaking Radio Blog Silence

I know that many current and potential ERMes users have been wondering what in the world is happening with ERMes and when the next release of ERMes would come. I also know that the lack of concrete information has likely been perplexing and discouraging. Please take heart and know that as an open source electronic resource management system, ERMes is still evolving just as the user community keeps growing!

Here is an overdue update:

  • We’re working with a development partner that would help facilitate multi-user access. We saw a demo of his work last May and believe that it has the potential to be a non-MS Access, optional ERMes add-on that would  fill the need of read-only access to ERMes data. This work will continue  through the fall.
  • Though we have four top priorities for the next release, the one that I am asked most about is serials management at the title level. However, as Bill and I begin to ponder the implications and discuss options, we realized that, because managing e-journals was not part of my e-resource management work, we would be delving into unknown territory. Thus, we became concerned that the options we were considering were inappropriate, and the last thing we want to do with ERMes is create a tool based on guesses that – like many other ERMS – doesn’t meet users’ needs. So, in the coming weeks, I will be posting a short survey, and seek feedback from ERMes users that *do* have e-journal management expertise  to determine exactly what serial management at the title level should be in ERMes.
  • In August, I began a new position at the University of Connecticut’s Homer Babbige Library and Jen Holman took over my e-resource responsibilities at UW-L. Because of the transition, and the above challenges, William  and I decided that, it would be best to pause development until we were more comfortable and certain that the new developments met our expectations and would be what users want. Though such changes mean development delay, I am thrilled that these changes mean that I will be managing e-resources in a new environment where I can explore whether ERMes might or might not work at a much larger institution. Additionally,  Jen’s experience with access and serials management have already lead to some beautiful tweaks and new reports in ERMes!

Soon, I will be posting a link seeking feedback about serials management and new how-too information, but in the meantime, apologies for the blog silence!


ERMes Website

Download the latest version of ERMes, get instructions, etc. http://murphylibrary.uwlax.edu/erm/

Author Affiliations

Galadriel Chilton, Electronic Resources Management Librarian, University of Connecticut

William Doering, Systems, Catalog & Digital Initiatives Librarian, University of Wisconsin - La Crosse

Norma J. Dowell, Library Assistant IV, Iowa State University

Jen Holman, Periodicals & Acquisitions Librarian, University of Wisconsin - La Crosse

Anna Hulseberg, Academic Librarian, Gustavus Adolphus College

ERMes Users

Alverno College Library

Baker College

Beloit College

Bethel University

Birmingham City University

Canadian Agency for Drugs and Technologies in Health

Capella University

Cardinal Stritch University

Carleton College

Carroll University

Deerfield Academy

Drake University

Florida Institute of Technology

Georgia Perimeter College

Gustavus Adolphus College

Harrisburg Area Community College

Illinois Wesleyan University

Indian Institute of Management Bangalore

Iowa State University

Irish Research eLibrary

Lincoln University (Lincoln, New Zealand)

Loyola University Health Science Library

Manhattanville College

Monterey Peninsula College

National Science Foundation

Nicolet Area Technical College

Northern Michigan University

Northwestern College

Oakton Community College

Presbyterian College

Ripon College

Rivier College

St. Norbert College

Southwestern College

Springfield College

SUNY-Rockland Community College

Technical University of Denmark

University of Alabama in Huntsville

University of Idaho

University of the Pacific - Stockton

University of Wisconsin-Colleges

University of Wisconsin-Eau Claire

University of Wisconsin-Green Bay

University of Wisconsin-La Crosse

University of Wisconsin-Oshkosh

University of Wisconsin-Platteville

University of Wisconsin-River Falls

Viterbo University

Walden University

Wisconsin Department of Employee Trust Funds

ERMes Articles & Presentations

Presentation: The ERMes Story: A Work in Progress (Galadriel Chilton) part of Open to Change: Open Source and Next Generation ILS and ERMS
ALA Annual, Washington, DC, June 2010

Presentation: The ERMes Story: A Work in Progress (Galadriel Chilton)
Minnesota Innovative Users Group Conference, October 2009

Article: ERMes: Open Source Simplicity for Your E-Resource Management By William Doering and Galadriel Chilton
Computers in Libraries 29(8), September 2009

Presentation: Keeping It All Together: One Library's Strategy for Electronic Resource Management (William Doering)
WAAL, April 2009

Presentation: Getting a Handle on E-Resource Management: An ERM Panel (Galadriel Chilton)
Library Technology Conference 2009, March 2009

Article: A Locally Created ERM: How and Why We Did It By William Doering and Galadriel Chilton
Computers in Libraries 28(8), September 2008

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