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Charleston 2012
Anne Prestamo, Oklahoma State University
Phyllis Kaiden, Serials Solutions
Ashley Bass, Serials Solutions
Get Your Affairs In Order
ERM Delivers to Libraries
Librarian
Automated
Management DATA
Organization
Centralization
Workflow
Communication
Direct Results
Patron
Saves time. money,
and makes
better decisions
Access
to better
information
Database and Package Details
Admin Information
Vendor Statistics Management
Contacts
Cost
License Data
The Data about Data Management
The Data about Data Management
80%
55%
100% 100%
0%
20%
40%
60%
80%
100%
120%
Created custom
menus
Using Alert
Feature
Collection Data Usage Statistics
The Elements of Intota Web-scale Discovery
Unified, intelligent workflows
Knowledgebase
Assessment
Interoperable
Developed and supported by Serials Solutions
Process for reviewing an e-resource subscription:
Current State at Oklahoma University by Anne Prestamo
ERM state- Benefits of using ERM to get your affairs in order
Future state-Next-generation library platform builds on your orderly
ERM
Assessing Value
Current State of Review Process
Request review
Cost okay?
Provide renewal
price
Confirm costs and
terms
Analyze usage and
titles
Dean or
Director
Vendor
Digital Library
Services
Assess content
Admin
Staff
Spread-sheet: 5
year trends
Collection
Development
Communicate to
Stakeholders
Renew?
Renew
Cancel Yes
No
Yes
No
Is 80% usage from 20% of titles?
Is A&I content indexed
elsewhere?
Paying a lot for unused titles?
Better to subscribe to individual
titles?
How accessible is content?
Are there other providers?
ERM State of Review Process
Request review
Cost okay?
Provide renewal
price
Confirm costs and
terms
Analyze usage and
titles
Dean or Director
Vendor
Digital Library Services
Assess content
Admin Staff
Spread-sheet: 5
year trends
Collection Development
Communicate to
Stakeholders
Renew?
Renew
Cancel
Find contact information in
360 RM
Current TOU in 360 RM
Cost information 360 RM
Historical and YTD stats and
CPU available in 360 Counter
Title, overlap and other information available in Serials Solutions KB/360
RM (some)
Notify through status change
in 360 RM
Track notes and notify via status change
in 360RM
Change status and add notes 360 RM
(track historical info and update
discovery solutions)
Yes
Yes
No
No
ERM State of Review Process
Request review
Cost okay?
Provide renewal
price
Confirm costs and
terms
Analyze usage and
titles
Dean or Director
Vendor
Digital Library Services
Assess content
Admin Staff
Spread-sheet: 5
year trends
Collection Development
Communicate to
Stakeholders
Renew?
Renew
Cancel
Find contact information in
360 RM
Current TOU in 360 RM
Cost information 360 RM
Historical and YTD stats and
CPU available in 360 Counter
Title, overlap and other information available in Serials Solutions KB/360
RM (some)
Notify through status change
in 360 RM
Track notes and notify via status change
in 360RM
Change status and add notes 360 RM
(track historical info and update
discovery solutions)
Yes
Yes
No
No
Findings
Efficiencies through: Data Management Services
Consolidated Data
Usage Data and CPU aggregation
More work done in a single system, streamlined workflows and workflow tools Alerts
Integration with discovery services
Integration with discovery solutions
Creation of a historical record
Outstanding inefficiencies: Need to consolidate information into a single report for communication
Manual intervention required for information gathering, decision-making and
routing
Need to manage information for data gathering
*ERMS aids the process but does not manage it*
The Value-Add of ERM
ERM aids the process but does not manage it Next-generation library platforms vary in approaches to this challenge
Intota approach Knowledgebase eases the pain of gathering data
Collection Analysis eases the reporting pain
Interoperability eases pain of timely data
Unified intelligent workflows ease the management pain
Intota provides evidence-based
customized workflows.
Intota manages the process!
Future State of Review Process
Request
review
Cost
okay?
Provide
renewal
price
Confirm
costs and
terms
Analyze
usage and
titles
Dean or Director
Vendor
Digital Library Services
Assess
content
Admin Staff
Spread-
sheet: 5
year trends
Collection Development
Communicate to
Stakeholders
Renew?
Renew
Cancel
System reminds and
gets from vendor
Yes
Yes
No No
System
assesses
costs, terms,
usage,
content,
recommend
s action,
produces
reports for
stakeholders
System sends
alerts, tracks
notifications,
communication
and decision
System triggers
checklist
for
Renew/
Cancel
= RM data