UC’s Electronic Resources Management System

Users Council, May 11, 2007Heather Christenson

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

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There will also be "authority" in the data – reducing the problems with version control, outdated lists, etc.

The ERMS will be A technical services staff tool A shared system An authoritative database for

licensing terms and conditions

In general, the ERMS will not be

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

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

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)

CDL in action Technical aspects of installation

and configuration Initial population of data Workflows and ongoing use

Implementation team in action

Overall principles to guide decision-making

Best practices & guidelines Checklist for campus readiness

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

Some advantages of Verde Offers consortium functionality Standards-based Operates with our link resolver,

SFX

Challenges Very complex Workflow changes to adapt to an

ERMS Still a young, evolving product

Questions?

Project Web Sitehttp://www.cdlib.org/inside/projects/erms/

index.html

Project Managerheather.christenson@ucop.edu