Archive for the 'Enhancements' Category

Feedback Wanted!

For William and I, the two most important parts of ERMes development are:

  1. That ERMes is a free, open-source electronic resource management system always and forever, and
  2. That enhancements are user driven; ERMes is developed by librarians for librarians.

With this in mind, we’re beginning to look into the next round of enhancements and into grant funds to support developments that are beyond our expertise. We also need your feedback.

If you use ERMes or are even thinking about using ERMes, please take a moment to complete this short survey.

Thank you!

P.S. There’s still time to register for tomorrow’s ERMes webinar!

ERMes Webinars

William and I have arranged for our staff library services organization (Wisconsin Library Services, WiLS) to host two free ERMes info/training sessions.  Below are descriptions of each session and a link to register, but if you have any questions please let us know ( or  We are particularly interested in the September 16th sessions as this will help us with future ERMes development.

WiLS is hosting two session on ERMes, the Open Source Electronic Resource Management System developed by William Doering of UW-La Crosse to help Galadriel Chilton help manage their campuses Electronic Resources.   The first session on September 10 is primarily intended for people who are interested in, but not currently using ERMes.  The second session on September 16 is an update for current users.

September 10, 2010; 2:00-3:30 CDT
Introduction to ERMes
(Open Source Electronic Resource Management System)
In spring 2008, William Doering created a basic ERM system (see flyer) to help Galadriel Chilton manage the University of Wisconsin-La Crosse’s Electronic Resources. Now in its third release, ERMes is used by nearly 43 libraries world-wide. In this informational session, Bill and Galadriel will share the history and goals of ERMes, discuss what ERMes can and cannot do, and answer participant questions about this freely available e-resource management tool. Register for free session.

September 16, 2010; 2:00-3:30 CDT
The New ERMes

With the primary release of ERMes 2010.05 available, William Doering and Galadriel Chilton wish to provide ERMes users with an update of their ideas for this open source ERMS. Because their goal is to drive enhancements from user needs, this session will consist of a brief overview of future plans as well as significant time for discussion and questions. Please feel free to submit questions and discussion topics prior to the event ( or Register for free session.

ERMes v.2010.05 – Part 1

At long last, ERMes v. 2010.05 is now available! To download the latest version as well as release notes and substantially updated instructions visit the ERMes web site.

The release notes give a quick overview of the new fields and report names while the instructions now provide detailed field-by-field descriptions as well as descriptions of what’s in each report.

If you are a new ERMes user, please register your use with us via e-mail (doering.will at or chilton.gala at so that we can send you ERMes updates.

While the new  A-Z list module is receiving its final finishing touches, code for a previous version and an accompanying Readme file is still available.

ERMes v.2010.05 Dashboard

New Release Update

The snow is long gone and we are very, very close to releasing a new version of ERMes! We’re working to resolve a known bug, update the license, and finish a few interface tweaks. While the new version will include release notes, revised documentation will probably come a bit later. Thanks for your patience, and apologies for the delay!

New Release > ERMes v. 2009.05

I’m very excited to share the good news that the latest release of ERMes (v. 2009.05) is now available!

Here is what William Doering has to say about this new and greatly improved version:

I apologize for not getting out a new release of ERMes (yes we now have a name) earlier.  But you won’t be disappointed.  This release is a total rewrite of the ERM which includes improved logic, a new interface, and includes new functionality available in Access 2007 (yes, you now have to use Access 2007 to use ERMes).

This release also includes COUNTER functionality and additional ASP code and instructions for creating an A-Z list of databases just in case your Metalib or Libdata instance goes down which it did for us.

This release would not have been possible without the assistance of Norma Dowell from Iowa State University and Jen Holman from UW-L who provided substantial code.  I guess this makes ERMes open source.  If you want to contribute code, please let me know before you start, as we need to coordinate sole access to the Access database code so multiple people aren’t changes things which would need to get reconciled and may in fact conflict.

I will get new instructions to ERMes web site shortly.

Check out the ERMes web site for the new download and migration tips.

Greetings from Iowa

Hello everyone!  I would like to introduce myself and give a bit of background of my involvement with this project.

I am a Library Assistant IV at Iowa State University Library.  I have been working in the Subject Departments for over twelve years now.  I just completed my MSIT in System Design and Programming from Capella University in Minneapolis, MN.

During my time as a library assistant in Reference and Instruction, I have learned a lot about statistics and keeping them in line.  Back in 2001, the department decided that there had to be a better way to keep track of statistics, and for the sake of figuring out which journal titles were not being used, we should find a good way to track usage.  We formed a group that went about the task of contacting vendors for statistical usage of their journals and databases.  My task in this venture was to assemble the statistics into a usable form for everyone to read.

Starting with Excel tables, I compiled all the various username/password combination into a working file which became quite burdensome as the number of titles and vendors grew.  In March of 2002 when Project COUNTER began, we found this to be the perfect time to organize statistics into a project database.  The decision was made to locally build an Access database to house the information for faculty to gather. Forms and reports were added to this simple database to find information more easily.  Our collections department and faculty still use this today.  While we did not see the need to actively gather monthly statistics on databases, journal statistics were constantly being gathered and reported.

Fast forward to 2008 and the advent of budget cuts.  It was deemed necessary by our administration to perform a major overhaul of our subscriptions and cut where we could.  I was asked to provide statistics for databases in general.  While I had a copy of ERMes and played with it once in a while, I had little idea how powerful a tool it would be for this project.

With the wealth of knowledge I have gained over the years building Access databases alongside this excellent open source application, I spent some time updating the ERMes for use with Access 2007 for our local faculty.  Coupling our tables with this application made it a lot easier to “see what we might be missing” and use the tool to provide faculty and administration with accurate, up-to-date information about databases and journals by library users.  Once I got this “new” version of ERMes to work, I sent a copy to William Doering for review and comment.  It is a distinct honor to be considered part of the team as a result of that email attachment!

Over the next few months, I would like to share how things are going here while using ERMes.  I still do a lot of local tweaking of the system, but always look forward to sharing with the community of folks who use ERMes.  So you may see information on how we made subtle changes locally to fit what we are doing locally.

I am looking forward to sharing thoughts with you all!

Norma J Dowell
LAIV, Iowa State University Library

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

April 2021