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.

3 Responses to “Implementing ERMes: Part 1”

  1. 1 Josh September 29, 2011 at 7:40 pm

    Thank you! Having videos that walk through the customization and set-up process is enormously helpful to us!

    • 2 G. Chilton September 29, 2011 at 7:55 pm

      You’re most welcome! If there’s a particular part of the implementation that you have a question about, or if I miss something key to your work with ERMes, please let me know!

  2. 3 Sally Smith November 7, 2011 at 11:11 pm

    I agree the videos are very helpful, thank you!!

    I have bumped into a
    problem and need some guidance.

    Specifically I would like to be able to use the JoinDatabase and
    CostHistory Statistics subform to indicate the countercodes. However,
    it seems the counter codes are linked to the vendors. I have several
    databases, with 1 vendor but different countercodes. I would like to
    link to the databases rather than the vendors. Is that possible?

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ERMes Website

Download the latest version of ERMes, get instructions, etc.

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

September 2011

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