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

Wed May 20 05:25:46 PDT 2015

Here is another one from UKSG that was presented in 2013.

Open Source ERM System. Anita Wilcox (University College Cork).  In this presentation, Ms. Wilcox discussed an open source Electronic Resources Management System (ERMS) system, reSearcher suite, and its implementation at their library.  It took them about three months and two dedicated staff members to activate full text resources and establish access through their web site. She emphasized that they were not required to have any technical knowledge and especially mentioned about the excellent technical troubleshooting customer service.

reSearcher software is developed by Simon Fraser University, Canada and it includes two products, namely CUFTS and GODOT.  CUFTS is an open source serials management application that includes a knowledgebase of more than 575 full text resources and provides ERMS functionality, an integrated A-Z list and MARC records.  CUFTS does not provide functionality to manage Abstracting & Indexing databases and e books. Therefore, it can only be used for managing full text e-journals and e-databases. It also provides functionality to keep a track of the license agreements and set up a schedule for collection of COUNTER data using SUSHI protocols. GODOT is their link resolver product. What interested me most about this presentation was the fact that they have recently cancelled their subscription to SerialsSolution products and saved lots of money.

Her presentation is available at http://www.youtube.com/watch?v=qGdRLYLnvDA

Anjana
Anjana  H. Bhatt
University Librarian (Electronic Resources)
Florida Gulf Coast University Library<http://library.fgcu.edu/>
10501 FGCU Boulevard South
Fort Myers, FL 33965-6501
Office Location: Library West 236
Phone: 239-590-7634<tel:239-590-7634>, Fax: 239-590-7609<tel:239-590-7609>, E-mail: abhatt at fgcu.edu<mailto:abhatt at fgcu.edu>
http://library.fgcu.edu/FAC/abhatt/bhatt.htm
FGCU library provide services that support student pursuits for academic success and faculty endeavors for knowledge creation and classroom instruction.

Florida has a very broad public records    law.  As a result, any written communication created or received by Florida Gulf Coast University employees is subject to disclosure to the public and the media, upon request, unless otherwise exempt.  Under Florida law, e-mail addresses are public records.  If you do not want your email address released in response to a public records request, do not send electronic mail to this entity.  Instead, contact this office by phone or in writing.

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of ken at kenchadconsulting.com
Sent: Wednesday, May 20, 2015 7:57 AM
To: 'Willén Niklas'; eril-l at lists.eril-l.org
Cc: LIS-E-RESOURCES at JISCMAIL.AC.UK
Subject: Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?

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-analysis-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#.VVxwP0anGO0

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-resources/

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.kenchadconsulting.com<http://www.kenchadconsuting.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<mailto: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<http://www.ub.uu.se>
niklas.willen at ub.uu.se<mailto: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<mailto: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<mailto: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<mailto: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

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.eril-l.org/pipermail/eril-l-eril-l.org/attachments/20150520/370f847c/attachment.html>