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<p class="MsoNormal"><span style="color:#1F497D">Here is another one from UKSG that was presented in 2013.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p style="margin-left:.25in"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Open Source ERM System. Anita Wilcox (University College Cork).</span></b><span style="font-size:11.0pt;font-family:"Arial",sans-serif"> 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.<o:p></o:p></span></p>
<p style="margin-left:.25in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">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.
<o:p></o:p></span></p>
<p style="margin-left:.25in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Her presentation is available at
</span><a href="http://www.youtube.com/watch?v=qGdRLYLnvDA"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">http://www.youtube.com/watch?v=qGdRLYLnvDA</span></a><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Anjana<o:p></o:p></span></p>
<div>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Lucida Handwriting";color:green">Anjana H. Bhatt
</span></b><span style="color:#1F497D"><br>
</span><b><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D">University Librarian (Electronic Resources)
<br>
</span></b><span style="font-size:10.0pt;color:#1F497D"><a href="http://library.fgcu.edu/"><span style="color:blue">Florida Gulf Coast University Library</span></a></span><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">10501 FGCU Boulevard South</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">Fort Myers, FL 33965-6501<br>
</span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D">Office Location: Library West 236</span><span style="font-size:8.0pt;color:#1F497D"><br>
</span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D">Phone:
</span><span style="font-size:8.0pt;color:#1F497D"><a href="tel:239-590-7634" target="_blank"><span style="font-family:"Verdana",sans-serif;color:#1F497D">239-590-7634</span></a></span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D">,
Fax: </span><span style="font-size:8.0pt;color:#1F497D"><a href="tel:239-590-7609" target="_blank"><span style="font-family:"Verdana",sans-serif;color:#1F497D">239-590-7609</span></a></span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D">,
E-mail: </span><span style="font-size:8.0pt;color:#1F497D"><a href="mailto:abhatt@fgcu.edu" target="_blank"><span style="font-family:"Verdana",sans-serif;color:#1F497D">abhatt@fgcu.edu</span></a></span><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><br>
</span><span style="font-size:8.0pt;color:#1F497D"><a href="http://library.fgcu.edu/FAC/abhatt/bhatt.htm"><span style="color:blue">http://library.fgcu.edu/FAC/abhatt/bhatt.htm</span></a></span><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D">FGCU library provide services that</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">
</span><b><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D">support student pursuits for academic success</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">
</span><b><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D">and faculty endeavors for knowledge creation and classroom instruction.
</span></b><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D"><br>
<br>
</span><b><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;color:#1F497D">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.</span></i></b><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:8.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><o:p> </o:p></span></b></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Eril-l [mailto:eril-l-bounces@lists.eril-l.org]
<b>On Behalf Of </b>ken@kenchadconsulting.com<br>
<b>Sent:</b> Wednesday, May 20, 2015 7:57 AM<br>
<b>To:</b> 'Willén Niklas'; eril-l@lists.eril-l.org<br>
<b>Cc:</b> LIS-E-RESOURCES@JISCMAIL.AC.UK<br>
<b>Subject:</b> Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">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:<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">Library e-resources usage & cost analysis – creating a template spreadsheet.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">[blog] by Mitchell Dunkley 3 December 2014
<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><a href="http://mitchley.our.dmu.ac.uk/2014/12/03/library-e-resource-usage-cost-analysis-creating-a-template-spreadsheet/">http://mitchley.our.dmu.ac.uk/2014/12/03/library-e-resource-usage-cost-analysis-creating-a-template-spreadsheet/</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">Back in Feb 2015 there was a conference session: run by Jessica Lee, Electronic Resources & Serials Librarian, Valdosta State University<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"> “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”<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><a href="https://erl2015.sched.org/event/4ed2a2e9f17cbde32ebfceb32ce39433#.VVxwP0anGO0">https://erl2015.sched.org/event/4ed2a2e9f17cbde32ebfceb32ce39433#.VVxwP0anGO0</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">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.”<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><a href="http://www.usus.org.uk/alcts-e-forum-about-analytics-for-electronic-resources/">http://www.usus.org.uk/alcts-e-forum-about-analytics-for-electronic-resources/</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">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<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">Ken<o:p></o:p></span></p>
<div>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D">Ken Chad Consulting Ltd Tel: +44(0)7788727845
<a href="http://www.kenchadconsuting.com/"><span style="color:blue">http://www.kenchadconsulting.com</span></a> Twitter: @kenchadSkype: kenchadconsulting
<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span lang="EN-GB" style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org">mailto:eril-l-bounces@lists.eril-l.org</a>]
<b>On Behalf Of </b>Willén Niklas<br>
<b>Sent:</b> 20 May 2015 09:14<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><span lang="EN-GB"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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 (<a href="https://www.youtube.com/channel/UCMJ2I2JP8V0RX1JGEEqX2SA">https://www.youtube.com/channel/UCMJ2I2JP8V0RX1JGEEqX2SA</a>).
I´ve certainly leaned a lot from there.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Kind regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Niklas Willén<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;color:#404040">Niklas Willén<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040">Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040">E-resources Team<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040">Uppsala University Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040">Box 510, Se-751 20 Uppsala, Sweden<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040">Phone: +46 70 425 01 73<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040"><a href="http://www.ub.uu.se">www.ub.uu.se</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#404040"><a href="mailto:niklas.willen@ub.uu.se">niklas.willen@ub.uu.se</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span lang="SV" style="font-size:10.0pt;font-family:"Tahoma",sans-serif">Från:</span></b><span lang="SV" style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org">mailto:eril-l-bounces@lists.eril-l.org</a>]
<b>För </b>Bulock, Christopher J<br>
<b>Skickat:</b> den 19 maj 2015 18:51<br>
<b>Till:</b> McCulley, Jerry; <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Ämne:</b> Re: [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="SV"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi Jerry,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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:
<a href="http://murphylibrary.uwlax.edu/erm/">http://murphylibrary.uwlax.edu/erm/</a>. 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:
<a href="http://coral-erm.org/">http://coral-erm.org/</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Chris Bulock<br>
Oviatt Library<br>
California State University Northridge<br>
818-677-6302<br>
<a href="mailto:christopher.bulock@csun.edu">christopher.bulock@csun.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org">mailto:eril-l-bounces@lists.eril-l.org</a>]
<b>On Behalf Of </b>McCulley, Jerry<br>
<b>Sent:</b> Friday, May 15, 2015 12:12 PM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Anyone using Excel PowerQuery and SharePoint for ERMS type features?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Has anybody explored this? Or using Access with SharePoint?
<o:p></o:p></p>
<p class="MsoNormal">Just wondering before I go down that path. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jerry McCulley<o:p></o:p></p>
<p class="MsoNormal">Team Leader, ERSS<o:p></o:p></p>
<p class="MsoNormal">District Service Center<o:p></o:p></p>
<p class="MsoNormal">Dallas County Community College District<o:p></o:p></p>
<p class="MsoNormal">972-860-7788<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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