NCSU's Overview of plan changes for CORAL

1. NCSU’s Involvement
with CORAL
Xiaoyan Song
E-Resource Librarian
Acquisition and Discovery
NCSU Libraries

2. The Acquisition and Discovery (A&D)
Department
Core functions
Perform acquisition, cataloging, and provide access to materials for NCSU
Libraries including branches
Integrated E-Resource Management (ERM) system
Three units, 25 full time
Department Head
Monographs (9)

3. Holistic Acquisition workflow
Inter-department process between
A&D and Collection Managers
Workflows vary based on contents
purchased
CM send order
requests to Specialists
Specialists prepare and
assign orders to staff
Staff perform required
tasks

4. Need for Workflow Support
Lack of workflow support in the home-grown ERM E-Matrix
Need a tool to provide workflow support for workflows in the department

5. Our Journey of CORAL
Monographs
order
distribution
IT
development
Serials new
order
process
Grant funded
development
2013
December
2015
May
2015
November
2016
March

6. Manage Monograph Orders in CORAL
Distribute monograph orders in CORAL
Able to manage the volumes of the orders
Unable to change the assignee for workflow steps on a resource level
Need to be able to reassign workflow steps to others for any resource

7. IT Development to Enhance Routing
Re-assign steps to others
Delete a step
Example:
https://staffapps.lib.ncsu.edu/coral/resources/index.php
https://staffapps.lib.ncsu.edu/coral/resources/resource.php?resourceID=3139

8. Continuous Resource New Orders in CORAL
Example:
https://staffapps.lib.ncsu.edu/coral/resources/resource.php?resourceID=3011

9. Additional Needs
Manage renewals workflow
Archive completed workflows
Restart completed workflows
Build a seamless workflow between CM and A&D
Emails with customized messages
Email reminder
Add a step

10. Libraries’ Grant Funded Development
Outsource development
Three components
API/External form
Routing tab enhancement
Import tool enhancement

11. Demo
http://coral.test.biblibre.com/auth/?service=/resources/api_client/
hhttp://coral.test.biblibre.com/resources/resource.php?ref=new&r
esourceID=1483

12. Next
Finish development for the grant funded project
Routing tab enhancement
Import tool
Merge the code to CORAL code base

13. Questions? Feedback?
xsong9@ncsu.edu