ERM Implementation Team
8-1-2005, 8-4 revision
Present: Culshaw, Fong, Jobe, Wicht
o Create one contact record rather than one for sales and one for technical support.
Note1 and Note 2 for information about sales and technical contacts. Although it’s possible to add multiple
contact names, phone numbers, and e-mails, the entries don’t stay together
after the record has been saved. E.g.
all the names are together, all the phone numbers together, etc. In order to keep the entries together, the
committee decided to use Note 1 for the primary contact, Note 2 for other
contacts. Information contained in the notes fields is indexed by keyword in
ERM. So for example, if you search a
sales contact’s name in keyword mode, appropriate records appear in the list of
results. Note format would be as follows:
Name, Role (sales, technical, etc.), Phone number or an extension number of the main number, and E-mail. (The 99 character limit should be able to accommodate all of this information.)
o Use Special for Revision History. Culshaw will rename.
o Culshaw will create a template for contact records that will include:
§ Primary Address
§ Primary Contact (renamed from Note 1)
§ Other Contacts (renamed from Note 2)
§ Revision History (renamed from Special)
I wanted to search the ERM listserv archive to see what the thread about multiple contact records for a single access provider was all about, and how other libraries dealt with that issue. During our meeting we basically decided to stick with one contact record per access provider, but I still wanted to read through that thread just to see what ideas/thoughts came up.
We never talked about this call... But in preparing to open the call to 'add' the n and y fields to contact records, I noticed that they are on this list. Do you see any reason to restrict these to 'managers' or shall I ask that these be opened up?
For the time being, I've given Heather function 202 and updated the template so that she can start working on contact records. I have also changed the variable length field labels to reflect the new long names we decided up on today.