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<p class=MsoNormal><span 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 style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='color:#1F497D'>Library e-resources usage &
cost analysis – creating a template spreadsheet.<o:p></o:p></span></p>
<p class=MsoNormal><span style='color:#1F497D'>[blog] by Mitchell Dunkley 3 December
2014 <o:p></o:p></span></p>
<p class=MsoNormal><span 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 style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span 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 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 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 style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span 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 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 style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span 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 style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='color:#1F497D'>Ken<o:p></o:p></span></p>
<div>
<p class=MsoNormal><span 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 style='color:#1F497D'><o:p> </o:p></span></p>
<div>
<div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0cm 0cm 0cm'>
<p class=MsoNormal><b><span lang=EN-US style='font-size:10.0pt;font-family:
"Tahoma","sans-serif"'>From:</span></b><span lang=EN-US style='font-size:10.0pt;
font-family:"Tahoma","sans-serif"'> Eril-l
[mailto:eril-l-bounces@lists.eril-l.org] <b>On Behalf Of </b>Willén Niklas<br>
<b>Sent:</b> 20 May 2015 09:14<br>
<b>To:</b> eril-l@lists.eril-l.org<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><o:p> </o:p></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'>Hi,<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'>Kind regards,<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'>Niklas Willén<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><b><span lang=EN-US style='font-size:10.0pt;color:#404040'>Niklas
Willén<o:p></o:p></span></b></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'>Librarian<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'>E-resources
Team<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'>Uppsala
University Library<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'>Box
510, Se-751 20 Uppsala, Sweden<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='font-size:10.0pt;color:#404040'>Phone:
+46 70 425 01 73<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<div>
<div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0cm 0cm 0cm'>
<p class=MsoNormal><b><span lang=SV style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>Frċn:</span></b><span
lang=SV style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> Eril-l
[mailto:eril-l-bounces@lists.eril-l.org] <b>För </b>Bulock, Christopher J<br>
<b>Skickat:</b> den 19 maj 2015 18:51<br>
<b>Till:</b> McCulley, Jerry; eril-l@lists.eril-l.org<br>
<b>Ämne:</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=SV><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'>Hi Jerry,<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US 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 lang=EN-US style='color:#1F497D'><o:p> </o:p></span></p>
<div>
<div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0cm 0cm 0cm'>
<p class=MsoNormal><b><span lang=EN-US style='font-size:10.0pt;font-family:
"Tahoma","sans-serif"'>From:</span></b><span lang=EN-US 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>
</div>
</div>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US>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></span></p>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Has anybody explored this? Or
using Access with SharePoint? <o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Just wondering before I go down that path. <o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Thanks. <o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Jerry McCulley<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Team Leader, ERSS<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US>District Service Center<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US>Dallas County Community College District<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US>972-860-7788<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-US><o:p> </o:p></span></p>
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