The Quest for the Holy Grail:Too Many ERM Systems is not enough!

Charleston Conference 2013Stephanie Hess and Caryl Ward

Does the Grail exist?

The quest begins…

• Binghamton University (State University of New York)– Premier public university of the Northeast with an enrollment of 15,000 students

• Undergraduate, Graduate, and Doctoral programs – Arts and Sciences, Community and Public Affairs, Computer Science, Nursing,

Graduate School of Education, Management, and Engineering

• Public Services, Technical Services, &Web Services share interest in creating a central repository to support management of the entire e-resource lifecycle– Tools to facilitate and track collaborative inter-departmental workflows– Ability to generate statistical, cost-per-use data

Scope of Collection

Bibliographer Perspectives

• Technical Services knowledge varies from that of Public Services– ILS/ Aleph– Billing Cycles– Licensing Details

• Desiderata– Quick and easy queries– Reports can be easily formatted to share

with non-technical teaching faculty

Politics, Politics

When gambling with hazards…

End-users’ information needs?System functions & flexibility? Ability to manipulate & export data?Future data migrations/ Exit strategy?

One-Stop Shopping• Administrative data

– Contacts– User credentials

• Alerts• Checklists• Cost data• Holdings• ILL information• Licenses & MOUs• Statistics• Technical data

– IP ranges/ EZproxy links– Incident tracker

Doubles: The Pros & Cons

ERM Essentials: Home Page

360 Resource Manager: Home Page

"A close look at something, so closeit's too much of not enough.”

Standards: COUNTER v. Non-COUNTER

R1 > R2 > R3 > R4

Non-COUNTER = Non-Standard

www.projectcounter.org/ www.niso.org/workrooms/sushi/reports/

Beware the Jabberwock!

• Populating the Data Retrieval Service form– Manually key– Export form and merge with existing spreadsheet prior to uploading into ERMS– Enable SUSHI (auto-harvesting)

Know thy content provider!

**Different users require different report types and formats

SUSHI Delight

Vendor Metadata Statistics

Use to create unique data sets (COUNTER or Non-COUNTER)

360 Usage Statistics** PivotLink to be replaced by Intota Assessment in December 2013/ January 2014

Click-through Statistics: Title and Database (Holdings)

Filters specified by bibliographer are listed directly below icons

Report views for data analysis/ manipulation, chart/ graph creation, and file export icons appear at top of screen

Click on year or date to view monthly/ usage breakdown

Click-through Statistics: Title and ISSN

Search and Browse Reports: Subject Search

360 Counter: Home Page

Ye Olde Batch Uploading

Project COUNTER Pickiness

Interpreting Load Messages

Successful

Failed!

“I have no quarrel with you, good Sir Knight.”

Success!

Avaunt, Black Knight!

Identifying Mismatches

Report Load Summary

360 Counter Consolidated Reports

Vendor works with accrediting organizations to create ‘canned’ searches to answer questions re: e-resource allocations, expenditures, and usage.

Serials Solutions provides ‘canned’ searches for commonly asked questions in response to customer enhancement requests

Create customized searches/ Filter by provider(s), resource(s), report type, dates

Palgrave Macmillan: Journal Report 1 (R3)

100 Most Expensive Journals Based on Cost-Per-Use (2012-2013)

Summary: The Voyage to Avalon

• Lots of work remaining– Determining priorities for effective triage

• Project-based approach– License details/ values– Cost data uploads from ALEPH– Reconcile cost-data from new SUNY financial

system

• Maintenance – SUSHI testing– On-site training & consultation scheduled

for 11/21-11/22