UCs Electronic Resources Management System

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UCs Electronic Resources Management System

• Users Council, May 11, 2007
• Heather Christenson

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The Problem

• CDL centrally licenses electronic resources, no
  way for campuses to see ERM data
• No way for anyone to see across campuses and do
  comparisons
• Electronic resources becoming more prominent in
  general, hard for any of us to manage

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The Vision

• Collection development and e-resource management
  will be integrated across UC using a common set
  of data
• Campuses will have the ability to view each
  other's local resources
• There will also be "authority" in the data
  reducing the problems with version control,
  outdated lists, etc.

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The ERMS will be

• A technical services staff tool
• A shared system
• An authoritative database for licensing terms and
  conditions

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In general, the ERMS will not be

• An end-user discovery tool
• An acquisitions system
• Used for print resources

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A Brief History

• October 2003 CDL Electronic Resource Management
  Assessment report
• April 2004 Two-day UC-wide discussion with
  stakeholders
• July 2004 RFP responses
• August 2005 Ex Libris Verde 1.0
• January 2007 Verde 2.0 test installation

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Who is working on this right now?

• CDL technical licensing groups
• SOPAG-appointed implementation team (member from
  each campus)
• Functional experts from some campuses (UCB, UCD,
  UCLA, UCSC, UCSD)

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CDL in action

• Technical aspects of installation and
  configuration
• Initial population of data
• Workflows and ongoing use

9
Implementation team in action

• Overall principles to guide decision-making
• Best practices guidelines
• Checklist for campus readiness

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Testing Testing

• Verde 2.0 was successfully installed at CDL
• Testing Access was given to test participants,
  SOPAG implementation team and some CDL staff
• Test report to SOPAG, May 30th

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Some advantages of Verde

• Offers consortium functionality
• Standards-based
• Operates with our link resolver, SFX

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Challenges

• Very complex
• Workflow changes to adapt to an ERMS
• Still a young, evolving product

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Questions?

• Project Web Site
• http//www.cdlib.org/inside/projects/erms/index.ht
  ml
• Project Manager
• heather.christenson_at_ucop.edu

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