Trip Report: UKSG Conference 2009

MPDL

Event: UKSG Conference 30 March - 01 April 2009 in Torquay, UK

Participants MPDL: Antje Michel, Tina Planck, Günter Schönfeldt

Programm and Materials:
 * Conference website

Summary: Staff from MPDL visited various sessions, talked to business partners. This trip report is only highlighting selected experiences.

Anne Knight (Cranfield University)
Breakout Session - Implementing an Electronic Resource Management System - challenges, benefits and future plans


 * Cranfield University implemented the Verde Electronic Resource Management System from Ex Libris
 * Session gave an overview of the implementation, including the reason for purchasing, the process and its use


 * Cranfield University got two campuse and four libraries, ca. 3000 students
 * three employees are mainly working with Verde

Reasons for purchasing
 * about 200 e-Resources subscriptions and cost split between one or more of 15 budgets in different rations
 * already using SFX and Metalib from Ex Libris
 * shared system for staff
 * knowledge sharing

Process of selection and start
 * in 2005 started evaluation
 * tested systems: Innovative Interfaces, SerialsSolutions, TDNet ERM, Colorado Alliances GoldRush, Harrassowitz HERMIS
 * strategy meetings and discussions to find the best fitting system
 * first start easter 2008
 * bad hardware failure in September forced them to restart
 * new start in January 2009
 * complete roll-out to other library members within the next month

Used features
 * research within the knowledge base
 * administration of adminsites
 * access control storing passwords and accounts
 * license management
 * acquire
 * trial feature for SFX
 * resource overview on package level

Not used or not implemented into Verde
 * Workflow feature is ignored
 * no statistics (next release of Verde)

Advantages
 * overview of information
 * quick access to license information, cost and renewal data

Miscellaneous
 * Scanned copies are added to the system
 * a lot of spin-off projects started because the ERM project (sushi, ONIX-PL)

Main demands to vendors  Main issues, why implementing Verde took so long
 * provide licenses in DLF-ERMI format, machine readable
 * usage data counter and sushi compliant
 * correct holdings data
 * naming conventions for resources
 * searching for information
 * finding out, what kind of information we got
 * external factors
 * unknown resources and licenses

Starting advices to libraries for implementing an ERMS
 * to know what shall be saved into the system
 * start scanning the documents with OCR
 * control holdings

Peter Sheperd (Counter)
Breakout Session - Counter in context