Electronic Resources

Management Workflow

Presented by Reference; Technical and IT section

Prepared by Dr Vijay & Rindra Ramli

Cont’d – Reference Handover – Tech & IT

Main Tasks of ERM Workflow

Registration + Purchase Orders

Technical Feasibility and Access Confirmation

Implementation and Documentation

• Check Technical Feasibility

• Confirm Access• Obtain list of e-

resources titles –ejournals; ebooks; database titles

Communication

Registration and Purchase Orders

Check on Publisher details

New Existing

Purchase OrderRegistration - Procurement

Acquisition of electronic resources

ApprovedPurchase Order

Finance

• Request for upload to CASE

• Coverage Load to OPAC• Input new data to

Millennium ERM module• Verify and confirm access

Implementation

• Transaction details – Sharepoint & Millennium ERM Module

• Procedures and Forms – Sharepoint• License Agreements – Sharepoint and

Millennium ERM Module

Documentation

• Pricing• Tracking Dates• Library Staff details• License Agreements – Expiry Dates,

Negotiator details, User Support information

• Admin information for Electronic Resources

Documentation

Workflow

Implementaton and Documentation

Tech & IT Update records

Licensing nego; Technical Evaluation; Business Nego

Reference; Tech & IT Concurrent processes

Notification and Product Consideration

Reference Content Evaluation; Feedback

Thank you.