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

[ken at kenchadconsulting.com]

Microsoft is probably the major ERMS provider to academic libraries : ).
Certainly in the UK the use of Excel is ubiquitous and there is some use of
Access. It is really only the recent trend to adopt Library Services
Platforms like Alma that has begun to challenge MS’s dominance of the
market. So there should be lot of expertise out there to help. I note for
example:

 

Library e-resources usage & cost analysis – creating a template spreadsheet.

[blog]  by Mitchell Dunkley 3 December 2014      

http://mitchley.our.dmu.ac.uk/2014/12/03/library-e-resource-usage-cost-analy
sis-creating-a-template-spreadsheet/

 

Back in Feb 2015 there was a conference session:  run by Jessica Lee,
Electronic Resources & Serials Librarian, Valdosta State University

 “Using Access and Excel to Manage Electronic Resources”  the blurb said
“With more resources becoming electronic everyday, it's hard to keep up and
ensure your staff and patrons that all of your resources are accurately
displayed to your patrons. This session would illustrate how to manage a
bulk of electronic resources by using Microsoft Access”

https://erl2015.sched.org/event/4ed2a2e9f17cbde32ebfceb32ce39433#.VVxwP0anGO
0

 

Also I note a “ALCTS E-forum about Analytics for Electronic Resources” 15
Dec 2014 which covered “software for usage statistics: third party vendor
software from EBSCO and Serials Solutions, use of Excel, CORAL.”

http://www.usus.org.uk/alcts-e-forum-about-analytics-for-electronic-resource
s/

 

UKSG has run sessions in the past on this topic and I’m sure there are some
Charleston conference sessions and (Against the Grain journal) articles with
some good advice

 

Ken

Ken Chad Consulting Ltd Tel: +44(0)7788727845
<http://www.kenchadconsuting.com/> http://www.kenchadconsulting.com Twitter:
@kenchadSkype: kenchadconsulting 

 

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Willén
Niklas
Sent: 20 May 2015 09:14
To: eril-l at lists.eril-l.org
Subject: Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS
type features?

 

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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