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Can We Build It? Yes, We Can!
Building an ERM solution at the University of Notre Dame

           Robin Malott, Benjamin Heet
                  ER&L 2010
            University of Notre Dame
What’s on tap for today?
• Background
  » Our situation
• Do It Yourself
  » Our approach
• ERM Components
  » Modules
• Next Steps
                           ER&L 2010
About Us
• What we’ve got
  » CEP (checklist for electronic products) database
• What we want
  » What everybody wants
• Where we’ve looked
  » Here, there, everywhere
  » What we found…
                                          ER&L 2010
If you build it…
• Why build it?
  » No one size fits all solution
     • Not our first choice
  » Meeting priorities
     • Flexibility, workflows, selector initiation, and more
  » Modular units, modular system
     • Just show me the information I need to do my job


                                                 ER&L 2010
ERM System Development
Modular System Development
• One component at a time
• Each component specialized for it’s
  own task
• Inter-connected, not inter-
  dependent
                             ER&L 2010
ERM System Development
Advantages
• Promotes collaboration
• End users see progress quicker
• Easier implementation



                             ER&L 2010
ERM System Development
Disadvantages
• Important to have a
  strong framework
  and standards
• Needs programmer
  on staff

                        ER&L 2010
ERM System Development
Our Approach
• PHP and MySQL
• Focus on workflow
• Simplified interface design



                                ER&L 2010
“
Out of intense complexities, intense

                    ”
simplicities emerge.
Winston Churchill




                                   ER&L 2010
Centralized Online Resources
CORAL   Acquisitions and Licensing

             Data Mart Reporting Tool

        Usage Statistics       Acquisitions

        Licensing              Organizations

        Cancellation

                                   ER&L 2010
Data Mart Reporting Tool




                    ER&L2010
The winding road
• Datamart
  » Met reporting needs
• Usage Statistics
  » Collection dev. priority
• Licensing
  » Last hope for vended solution
• Acquisitions
                                    ER&L 2010
Usage Statistics Module
• Need a better way to manage
  » Pay someone else
  » Build our own
• What is important to us?
  » Less time gathering stats
  » Find out what the numbers mean


                                     ER&L 2010
ER&L 2010
ER&L 2010
ER&L 2010
Other items of interest
• Avoiding junk in, junk out
  » HTML vs PDF
     • Springer vs ScienceDirect
  » Outliers
     • Use spikes, fair or personal archiving
  » General bad data
     • Missing/incorrect issn
     • Duplicate data on same report
                                                ER&L 2010
Licensing Module
• Datamart, Statistics – Done
• Still looking for vendor ERM
  » Licensing as last straw
• Opportunity knocks
  » Law student with programming skills
• OK, let’s build this one too
  » Final commitment to local development made
                                          ER&L 2010
Queue showing licenses with active status


                                    ER&L 2010
Search against license, document and provider names
                                           ER&L 2010
ER&L 2010
Licensing Highlights
• Keyword search
• Expression comparison
• Delivery of terms to users
  » ILL, Coursepacks, eReserves
• Flexibility
  » Customize fields
                                       http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg




  » Track expressions of your choice
                                           ER&L 2010
Cancellation Module
• Datamart, Usage, Licensing – Done
• The Nitty-Gritty
  » Needs assessment
  » Focus Groups
• Wow, that’s a big project!
  » Start small
  » Redesign cancellation system as proof of concept
                                         ER&L 2010
my folder

in progress               current queue




                                   ER&L 2010
personal queue
                 mark complete




                           ER&L 2010
Simplified View for Collection Managers




                                ER&L 2010
Detailed View for Staff and Administrators




                                  ER&L 2010
Routing View




               ER&L 2010
Search




         ER&L 2010
Cancellation Highlights
• Selector Initiation
  » Save to My Folder (for later)
• Routing
  » Workflow queue
  » Notification alerts
  » In process status
• Functionality / Infrastructure
                                    ER&L 2010
Acquisitions Module
• Re-purpose, expand Cancellation
  » Product
  » Cost
  » Licensing
  » Routing
  » Organizations
    • Contacts, Account numbers, Support

                                           ER&L 2010
In Progress



     ER&L 2010
Organizations Module
• Organizations Module??
  » Organizations exist in each module
     • Publishers, providers, platforms, vendors, etc
     • A logical link between systems
  » Parent / Child Organizations
  » Contact names for each organization
• How do we organize that data?

                                                ER&L 2010
Next Steps
• Organizations - #1
• Acquisitions - #2
• CORAL Completion
  » End of summer (fingers crossed)
• Why should you care?
  » Sharing
  » Development partner?
                                      ER&L 2010
Questions?
• Robin Malott
  » rmalott@nd.edu
• Benjamin Heet
  » bheet1@nd.edu




                            ER&L 2010

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ER&L 2010 - Can We Build It? Yes We Can!

  • 1. Can We Build It? Yes, We Can! Building an ERM solution at the University of Notre Dame Robin Malott, Benjamin Heet ER&L 2010 University of Notre Dame
  • 2. What’s on tap for today? • Background » Our situation • Do It Yourself » Our approach • ERM Components » Modules • Next Steps ER&L 2010
  • 3. About Us • What we’ve got » CEP (checklist for electronic products) database • What we want » What everybody wants • Where we’ve looked » Here, there, everywhere » What we found… ER&L 2010
  • 4. If you build it… • Why build it? » No one size fits all solution • Not our first choice » Meeting priorities • Flexibility, workflows, selector initiation, and more » Modular units, modular system • Just show me the information I need to do my job ER&L 2010
  • 5. ERM System Development Modular System Development • One component at a time • Each component specialized for it’s own task • Inter-connected, not inter- dependent ER&L 2010
  • 6. ERM System Development Advantages • Promotes collaboration • End users see progress quicker • Easier implementation ER&L 2010
  • 7. ERM System Development Disadvantages • Important to have a strong framework and standards • Needs programmer on staff ER&L 2010
  • 8. ERM System Development Our Approach • PHP and MySQL • Focus on workflow • Simplified interface design ER&L 2010
  • 9. “ Out of intense complexities, intense ” simplicities emerge. Winston Churchill ER&L 2010
  • 10. Centralized Online Resources CORAL Acquisitions and Licensing Data Mart Reporting Tool Usage Statistics Acquisitions Licensing Organizations Cancellation ER&L 2010
  • 11. Data Mart Reporting Tool ER&L2010
  • 12. The winding road • Datamart » Met reporting needs • Usage Statistics » Collection dev. priority • Licensing » Last hope for vended solution • Acquisitions ER&L 2010
  • 13. Usage Statistics Module • Need a better way to manage » Pay someone else » Build our own • What is important to us? » Less time gathering stats » Find out what the numbers mean ER&L 2010
  • 17. Other items of interest • Avoiding junk in, junk out » HTML vs PDF • Springer vs ScienceDirect » Outliers • Use spikes, fair or personal archiving » General bad data • Missing/incorrect issn • Duplicate data on same report ER&L 2010
  • 18. Licensing Module • Datamart, Statistics – Done • Still looking for vendor ERM » Licensing as last straw • Opportunity knocks » Law student with programming skills • OK, let’s build this one too » Final commitment to local development made ER&L 2010
  • 19. Queue showing licenses with active status ER&L 2010
  • 20. Search against license, document and provider names ER&L 2010
  • 22. Licensing Highlights • Keyword search • Expression comparison • Delivery of terms to users » ILL, Coursepacks, eReserves • Flexibility » Customize fields http://closedstacks.files.wordpress.com/2009/01/thumbs-up.jpg » Track expressions of your choice ER&L 2010
  • 23. Cancellation Module • Datamart, Usage, Licensing – Done • The Nitty-Gritty » Needs assessment » Focus Groups • Wow, that’s a big project! » Start small » Redesign cancellation system as proof of concept ER&L 2010
  • 24. my folder in progress current queue ER&L 2010
  • 25. personal queue mark complete ER&L 2010
  • 26. Simplified View for Collection Managers ER&L 2010
  • 27. Detailed View for Staff and Administrators ER&L 2010
  • 28. Routing View ER&L 2010
  • 29. Search ER&L 2010
  • 30. Cancellation Highlights • Selector Initiation » Save to My Folder (for later) • Routing » Workflow queue » Notification alerts » In process status • Functionality / Infrastructure ER&L 2010
  • 31. Acquisitions Module • Re-purpose, expand Cancellation » Product » Cost » Licensing » Routing » Organizations • Contacts, Account numbers, Support ER&L 2010
  • 32. In Progress ER&L 2010
  • 33. Organizations Module • Organizations Module?? » Organizations exist in each module • Publishers, providers, platforms, vendors, etc • A logical link between systems » Parent / Child Organizations » Contact names for each organization • How do we organize that data? ER&L 2010
  • 34. Next Steps • Organizations - #1 • Acquisitions - #2 • CORAL Completion » End of summer (fingers crossed) • Why should you care? » Sharing » Development partner? ER&L 2010
  • 35. Questions? • Robin Malott » rmalott@nd.edu • Benjamin Heet » bheet1@nd.edu ER&L 2010