California Digital Library Electronic Resource Management System (ERMS)
The California Digital Library selected Serials Solutions 360 Resource Manager as its ERMS solution to manage CDL’s shared licensing activities for Tier 1 and CDL-supported Tier 2 resources.
The basic goals of the ERMS will be to serve as a database of record for licensed content managed by the CDL, organize CDL workflow, and provide critical information to campus librarians, while minimizing redundancy of data entry and multiple system management. Areas of core functionality include:
- Collection development processes and workflow to support the acquisition of tier 1 and tier 2 resources (both licensed and open access), including selection, evaluation, and de-selection
- Licensing processes and workflow
- Access provision and administration, including functions necessary to implement resources within the CDL environment
- Ongoing management and tracking of resources over time (i.e. contract management, business terms, campus and vendor contacts, and other administrative information)
- Communication with campus stakeholders about Tier 1 and Tier 2 resources and the processes supporting them
Providing information to end-users (such as students, faculty, and other library patrons) is not a goal of the CDL ERM system. While we recognize that the ability to communicate terms of use to end users via an intermediate system (such as the SFX services menu) is a desirable feature, it is not currently on our development plan.
Requirements
CDL Electronic Resource Management Requirements, July 8, 2008 [DOC]
Implementation
CDL has convened an Electronic Resources Management System (ERMS) implementation team (iTeam) to lead the effort to move the ERMS into a production service for CDL on the Serials Solutions platform. The team is comprised of representatives from different areas of CDL including Shared Acquisitions, Shared Content, Bibliographic Services, Information Services, Shared Cataloging Program, Licensing, and Statistics.
Timeline
November 2008 through June 2009
Groups
iTeam
Adam Brin, Technical Lead
Jayne Dickson, Information Services
Holly Eggleston, Collections
Kate Garvey-Clasby, Shared Cataloging (UCSD)
Tony Harvell, CDL Acquisitions (UCSD)
Curtis Lavery, Licensing
Chan Li, Statistics
Margery Tibbetts, Lead Analyst
Lena Zentall, Project Manager
iTeam Charge [DOC]
Implementation Steering Committee
Ivy Anderson, CDL Collections Director
Patricia Martin, CDL Bibliographic Services Director
Ellen Meltzer, CDL Information Services Manager
News
iTeam launched for Serials Solutions implementation
Monday, December 15th, 2008
Serials Solution Chosen as Electronic Resources Management System (ERMS)
Monday, September 22nd, 2008
Communications
Periodic updates will be distributed via CDLINFO as key milestones are reached.
Contact: Lena Zentall, Project Manager
Earlier Planning
From 2005-Fall 2007, the UC Libraries engaged in planning for a systemwide consortial ERMS. That project was disbanded in favor of a CDL-only solution in 2008. Early documents that resulted from this project are archived under SOPAG Task Groups (see Electronic Resources Management System Planning).
Further planning and analysis on this systemwide effort were documented by the UC ERMS Implementation Team .