preparation is key: lessons learned from an erms implementation todd enoch
DESCRIPTION
Preparation is Key: Lessons Learned from an ERMS Implementation Todd Enoch Head, Serials and Electronic Resources University of North Texas Libraries. ABOUT UNT S tudent-focused public research university 97 bachelor's, 88 master's and 40 doctoral degree programs 29,486 FTE - PowerPoint PPT PresentationTRANSCRIPT
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Preparation is Key:Lessons Learned from an ERMS
Implementation
Todd EnochHead, Serials and Electronic Resources
University of North Texas Libraries
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ABOUT UNT
• Student-focused public research university • 97 bachelor's, 88 master's and 40 doctoral degree programs• 29,486 FTE• 4 publicly accessible library buildings • 2 remote storage facilities
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ERMS at UNT
• Electronic Resource Database (ERDB)• Homegrown ERMS• Order, Contract, and Item records• Generated stable resource URLs• Allowed uploading of relevant documents
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PROBLEMS WITH ERDB
• Turnover in programmers• Difficulty in upgrading and customization• Problems with ejournal and ebook portions• No way to share data with other systems (ILS, Knowledgebase)
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SEARCH FOR ERMS
• Began investigating ERMS products in Nov 2011• Recommended purchase of III ERM Module• Planned implementation visit mid-June 2012
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BUDGET CUTS
• $1 million• Became $1.2 million• Process lasted from Dec. 2011 – Aug. 2012
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ERDB CRASHES
• Mid-Feb 2012, ERDB server suffered catastrophic collapse• Only LIB-TACO can edit public facing information• Unable to access staff side
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WHAT DID WE DO TO PREPARE?
• Attended presentations/panels on ERMS implementations
• Conference call with III implementer • Provided data files to III for pre-processing
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IMPLEMENTATION WEEK
• Day 1• Resource Record Creation• Contact Record Creation• Template Creation
• Day 2• Resource Record editing• Contact Record Creation• Coverage Load
• Day 3• Coverage Load continuation• Web Customization
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HOW DID IT GO?
• Stressfully• Technical difficulties• Lack of formal decisions beforehand• Clashing expectations
• A (qualified) success
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WHAT LESSONS DID WE LEARN?
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Discuss Your Philosophy
• Why are you implementing an ERM?• What material should be included?• Should your focus be broad or narrow?
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Identify Your Needs
Staff needs• Workflow • Customizable fields
Patron needs• What do you think they need to see?• What do they think they need to see?
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Do Your Homework
• Read the documentation• Read it again• Review articles, conference notes, etc.
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Determine Your Terminology
• Resource description• Subject headings• Public field names
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Optimize Your Implementation Time • Compile list of questions• Utilize your staff
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Be Aware You’re Unprepared
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Questions?
For more about our programs, collections, and initiatives, visit
www.library.unt.edu
Thank you!