University Libraries > Libraries & Departments > Systems > Chinook Corner > ERM Task Force Minutes

ERM Minutes, April 2, 2008
Present: Paul, Candy, Sara, Yem, Meredith, Alison, Chris, Jennifer

Resource records and the Online Library Resources scope (update)

The Web OPAC group has not yet met.  The issue will be brought up at the next meeting of the group.   

About this Resource

The “About this Resource” statement has been moved further to the right in the public display.  This make the display a little more clear but Yem feels that it doesn’t sufficiently convey the sense that this is the place one would look for information on terms of use.  She is concerned about recent cases of excessive downloading.  The committee looked through several examples of terminology used by other III libraries and has chosen to consider using “Description and Terms of Use” instead of “About this Resource.”  Meredith has made this change to resource records on the staging server.  She had also been asked to move Terms of Use higher in the resource record display.  She reports: “I am only able to move "Terms of Use" on the resource record up above "Authorized Users." Due to system configurations, the items at the top of the resource record (Database Title, Other Title, Description, Coverage, and General Subject) are governed by one set of rules and the other items (Terms of Use, Authorized Users, and Concurrent Users) are governed by another set of rules. The reason it is higher up in other catalogs is because they aren't using Descriptions, Lists of Other Titles, and General Subjects in their resource records.”

You can see these changes on the staging port:

Jennifer will take the terms of use issue to the Web OPAC group.  They will consider the positioning and wording of a terms of use statement on the Find Articles and More page.

Sara and Candy will also place a general terms of use statement in the resource record for ACLS Humanities E-book.  This statement will serve as a possible model for other resources.  We would enter this note only in records for paid-for resources.  The “Terms of Use” field in resource records would then be used for exceptions/additions to the general message.  This work has already been done for ACLS (see below).  The tag “Terms of Use” may be in need of update.  Exceptional Terms of Use?  Special Terms of Use?




Paul has been invited to participate in a panel discussion at the upcoming NASIG conference.  Six discussion points have been planned.  Listed below are the discussion points and some of the examples/opinions committee members had about these points.

1.  Describe what staff doing differently in terms of workflow and organizational structure now that you are live with ERM.

Maintenance of the Find Articles and More page is now dynamic (not on a manually updated static Web page).
No longer cataloging e-journals.  Access is provided through purchased MARC records and coverage loads.
Resource advisories are now posted directly to the public through the resource record (fewer emails are sent to library staff explaining access problems).
License information now with the resource record (central location for ILL folks to look) rather than in multiple folders, emails…
Reference staff spend less time explaining article access to patrons as our link resolver is more intuitive.
Trials and requests for new freely available resources are now handled via erm.


2.  Describe the goal of your ERM product launch.  Name some specific things you did to achieve the goal.

Have all titles (including those in aggregated databases) represented in our catalog. 
Set up knowledgebase in Serials Solutions.  Purchased MARC records for e-jounals. Prepared resource records for databases and put title level holdings into ERM and catalog through coverage loads.

Have a central location for e-resource management.
            Created resource, license, and contact records. 

Prepare for the introduction of a link resolver.


3.  Describe the role that change management played in the project.  How did you pick a model and convince staff that the model might change in the course of doing electronic resource management with a commercial package?



4. Describe the major challenges to your implementation and the most rewarding solutions.

The coverage load/catalog update process
Subject access through the Find Articles and More page
Response (or lack of) from vendors

5. What would you do differently if you did it again?

Develop a working organizational structure rather than pushing this sort of work on to a committee.

Push ahead with clearer goals (implementation timelines).

Bonus: 6.  Describe what you are doing differently for patrons with your ERM implementation.  Have you been able to measure impact?  Do you have anecdotal evidence that your ERM system has had an impact on patrons?

All titles in catalog
Reference says: Find it @ CU is amazing (intuitive)
Resource advisories are easy

Next meeting: Wednesday, May 7th, at 1:00 in N410