[Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?

Wed May 20 01:13:58 PDT 2015

Hi,

I agree with Chris. There is a lot you can do with Excel, but maybe even more with Access. I work as a librarian at Uppsala University in Sweden, and we´ve just decided to drop out of a commercial ERM system. Access is an alternative for us. From my experience Access seems a bit overlooked as far as database managers go. Maybe because of a higher threshold than Excel. For anyone interested in Access I would recommend a YouTube channel called Access All In One (https://www.youtube.com/channel/UCMJ2I2JP8V0RX1JGEEqX2SA). I´ve certainly leaned a lot from there.

On topic: We are not currently looking at Sharepoint at the moment. The IT department don't want another CMS on their hands. Storing the data in local files is not a good option however. An alternative is to use local files that connects to a Microsoft SQL Server. That way we could alter the interface with little effort and still have secure data.

I looked at ERMes and it looks interesting, but there doesn't seem like much has happened since 2011. Does anyone know why? Are there still users?

Kind regards,

Niklas Willén

Niklas Willén

Librarian

E-resources Team

Uppsala University Library

Box 510, Se-751 20 Uppsala, Sweden

Phone: +46 70 425 01 73

www.ub.uu.se

niklas.willen at ub.uu.se

Från: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] För Bulock, Christopher J
Skickat: den 19 maj 2015 18:51
Till: McCulley, Jerry; eril-l at lists.eril-l.org
Ämne: Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?

Hi Jerry,

There is certainly a lot you can do with Excel or Access. If you're thinking of going that route, I'd recommend taking a look at ERMes: http://murphylibrary.uwlax.edu/erm/. It has a lot of the features you'd want out of an ERMs. If you have some more tech resources at your disposal, the open source CORAL ERMs is a great option: http://coral-erm.org/.

Chris Bulock
Oviatt Library
California State University Northridge
818-677-6302
christopher.bulock at csun.edu

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of McCulley, Jerry
Sent: Friday, May 15, 2015 12:12 PM
To: eril-l at lists.eril-l.org
Subject: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?

I'd love to have a full blown ERMS at my disposal but it's not in the budget.  However, I was talking with our IT director and learned that a lot of the same features can be managed in Excel using SharePoint, with connections to vendor websites for usage stats.   My main goals include managing usage stats and keeping up with renewals and license information.  

Has anybody explored this?   Or using Access with SharePoint?   

Just wondering before I go down that path. 

Thanks. 

Jerry McCulley

Team Leader, ERSS

District Service Center

Dallas County Community College District

972-860-7788

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