[Eril-l] Using SharePoint for an ERM

[Paoshan Yue]

Greetings!

Our campus has had SharePoint for about ten years.   Since our ERM system, which we have had since 2004, doesn't do well in managing workflows, we have being using SharePoint to manage some e-resource workflows in recent years.  Here are a couple of examples:


*         New e-resource & maintenance workflow tracking, such as access activation, platform or publisher changes, cancellations, & discovery treatment.   This is accomplished by using SharePoint Lists.

o   Two of my colleagues did a presentation at ER&L in 2013 on this topic. There is a brief blog entry<https://wendycrobertson.com/2013/05/06/sharepoint-lists-workflow/> about it.



*         Journal & e-resource subscription request form to manage pre-acquisition workflow covering request submission, product evaluation, collection development review, and selection decision.

o   A short article, Using Technology to Facilitate Pre-Acquisition Workflows for Electronic Resources<http://docs.lib.purdue.edu/charleston/2016/techtrends/6/>, describes how it works.

>From my experience, SharePoint can be quite clunky to use, and there is a learning curve to tame depending on what functionalities are desired.  Getting IT help would be a good idea.

I've heard a lot of good things about CORAL as an open source ERM.  I think it's worth looking into.

Sincerely,
Paoshan
---------------------------------
Paoshan Yue
Head, Electronic Resources & Acquisition Services
Mathewson-IGT Knowledge Center
University of Nevada, Reno
Reno, NV 89557
yue at unr.edu<mailto:yue at unr.edu> | 775.682.5599
http://library.unr.edu/

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Arndt,Theresa
Sent: Tuesday, December 05, 2017 3:26 PM
To: eril-l at lists.eril-l.org
Subject: Re: [Eril-l] Using SharePoint for an ERM

For anyone looking for an open source ERM, I recommend CORAL, which is designed for that purpose:  http://coral-erm.org/<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcoral-erm.org%2F&data=01%7C01%7Cyue%40unr.edu%7Cef62a8d198194809204a08d53c378760%7C523b4bfc0ebd4c03b2b96f6a17fd31d8%7C1&sdata=z67pksp2SComAFxLRt6xomNh%2BbdH3V7F6qEN96NxGRA%3D&reserved=0>

Theresa Arndt
Associate Director for Library Resources & Administration
Library & Information Services
Dickinson College
Carlisle, PA
717-245-1750
arndtt at dickinson.edu<mailto:arndtt at dickinson.edu>

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Beverly Dowdy
Sent: Tuesday, December 05, 2017 4:12 PM
To: eril-l at lists.eril-l.org<mailto:eril-l at lists.eril-l.org>
Subject: Re: [Eril-l] Using SharePoint for an ERM

HI - Duke IT provided Sharepoint for our entire campus a few years ago.  The library used it for several years to post and share documents.  The consensus is that it is rather clunky, and there are some things it won't do that other software does.

Duke Libraries now chooses to use a variety of software other than Sharepoint.  Trello is used to track e-resource workflows, and Basecamp is used for teamwork and their documents, or files are posted on Box, or Google Docs.


Beverly A. Dowdy
Head, Serials and Retention Management Department
Technical Services
Duke University Libraries
Box 90188, Duke University
Durham, NC  27708

919-613-5185



From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Rathmel, Angela
Sent: Monday, December 4, 2017 12:32 PM
To: Terri Winchcombe <Terri.Winchcombe at smu.ca<mailto:Terri.Winchcombe at smu.ca>>; eril-l at lists.eril-l.org<mailto:eril-l at lists.eril-l.org>
Subject: Re: [Eril-l] Using SharePoint for an ERM

Terri,

We have just implemented SharePoint in our library as a replacement for our intranet.  While have not considered it for the ERMS yet, we are developing its use for a couple of ERM workflows that our current ERMS doesn't do well:

1)      usage statistics repository

2)      trial, quote, purchase, cancellation request forms


That said, starting out just on these few has spurred my thinking about the greater possibilities SharePoint might offer.  I'd be interested to be involved in further conversations that come from this thread.

Thanks for the good question,
Angie

From: Eril-l [mailto:eril-l-bounces at lists.eril-l.org] On Behalf Of Terri Winchcombe
Sent: Monday, December 04, 2017 11:17 AM
To: eril-l at lists.eril-l.org<mailto:eril-l at lists.eril-l.org>
Subject: [Eril-l] Using SharePoint for an ERM

Hi There,
We are considering using SharePoint to create an ERM. If you have already done this, would you be willing to share your thoughts, workflows, setup info, and answer a few questions?  We won't have full access to SharePoint until the spring but we're hoping to set up a test ERM to get our feet wet.  Any information would be appreciated.

You may contact me off list at Terri.Winchcombe at smu.ca<mailto:Terri.Winchcombe at smu.ca>.
Thanks so much!
Terri

Terri Winchcombe
Manager, Acquisition Services
Patrick Power Library (SMU6500) | Saint Mary's University
923 Robie Street | Halifax, Nova Scotia | Canada  B3H 3C3

Voice 902 420-5535 | Fax 902 420-5561
terri.winchcombe at smu.ca<mailto:terri.winchcombe at smu.ca>

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