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<p class="MsoNormal"><span style="color:#1F497D">Greetings!<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">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:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">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:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l0 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New";color:#1F497D"><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Two of my colleagues did a presentation at ER&L in 2013 on this topic. There is a brief
<a href="https://wendycrobertson.com/2013/05/06/sharepoint-lists-workflow/">blog entry</a> about it.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:1.0in"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Journal & e-resource </span>
<span style="color:#1F4E79;mso-style-textfill-fill-color:#1F4E79;mso-style-textfill-fill-alpha:100.0%">subscription request form to manage pre-acquisition workflow covering
</span><span style="color:#1F4E79;mso-style-textfill-fill-color:#1F4E79;mso-style-textfill-fill-alpha:100.0%">request submission, product evaluation, collection development review, and selection decision.
</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l0 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">A short article, </span>
<a href="http://docs.lib.purdue.edu/charleston/2016/techtrends/6/">Using Technology to Facilitate Pre-Acquisition Workflows for Electronic Resources</a>, describes how it works.<o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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.<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’ve heard a lot of good things about CORAL as an open source ERM. I think it’s worth looking into.<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">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Paoshan<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">---------------------------------<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Paoshan Yue<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Head, Electronic Resources & Acquisition Services<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D">Mathewson-IGT Knowledge Center<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">University of Nevada, Reno<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Reno, NV 89557<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:yue@unr.edu">yue@unr.edu</a> | 775.682.5599<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://library.unr.edu/">http://library.unr.edu/</a>
</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Eril-l [mailto:eril-l-bounces@lists.eril-l.org]
<b>On Behalf Of </b>Arndt,Theresa<br>
<b>Sent:</b> Tuesday, December 05, 2017 3:26 PM<br>
<b>To:</b> eril-l@lists.eril-l.org<br>
<b>Subject:</b> Re: [Eril-l] Using SharePoint for an ERM<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a name="_MailEndCompose"><span style="color:#1F497D">For anyone looking for an open source ERM, I recommend CORAL, which is designed for that purpose:
</span></a><a href="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">http://coral-erm.org/</a><span style="color:#1F497D">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Theresa Arndt<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Associate Director for Library Resources & Administration</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Library & Information Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Dickinson College<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="IT" style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Carlisle, PA</span><span lang="IT" style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="IT" style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">717-245-1750</span><span lang="IT" style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:arndtt@dickinson.edu"><span lang="IT" style="color:blue">arndtt@dickinson.edu</span></a><span lang="IT" style="color:#1F497D"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span lang="IT" style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> 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>Beverly Dowdy<br>
<b>Sent:</b> Tuesday, December 05, 2017 4:12 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> Re: [Eril-l] Using SharePoint for an ERM<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">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.<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">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. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Beverly A. Dowdy<o:p></o:p></p>
<p class="MsoNormal">Head, Serials and Retention Management Department<o:p></o:p></p>
<p class="MsoNormal">Technical Services<o:p></o:p></p>
<p class="MsoNormal">Duke University Libraries<o:p></o:p></p>
<p class="MsoNormal">Box 90188, Duke University<o:p></o:p></p>
<p class="MsoNormal">Durham, NC 27708<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">919-613-5185<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></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>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> 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>Rathmel, Angela<br>
<b>Sent:</b> Monday, December 4, 2017 12:32 PM<br>
<b>To:</b> Terri Winchcombe <<a href="mailto:Terri.Winchcombe@smu.ca">Terri.Winchcombe@smu.ca</a>>;
<a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> Re: [Eril-l] Using SharePoint for an ERM<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Terri, <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">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: <o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">1)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">usage statistics repository<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">2)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">trial, quote, purchase, cancellation request forms<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">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.<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">Thanks for the good question, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Angie<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> 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>Terri Winchcombe<br>
<b>Sent:</b> Monday, December 04, 2017 11:17 AM<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] Using SharePoint for an ERM<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span lang="EN-CA">Hi There,<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA">You may contact me off list at </span><a href="mailto:Terri.Winchcombe@smu.ca"><span lang="EN-CA">Terri.Winchcombe@smu.ca</span></a><span lang="EN-CA">.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA">Thanks so much!<br>
Terri<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">Terri Winchcombe<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">Manager, Acquisition Services<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">Patrick Power Library (SMU6500)
<b>|</b> Saint Mary’s University<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">923 Robie Street
<b>| </b>Halifax, Nova Scotia <b>| </b>Canada B3H 3C3<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">Voice 902 420-5535
<b>|</b> Fax 902 420-5561<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:terri.winchcombe@smu.ca"><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA">terri.winchcombe@smu.ca</span></a><i><span lang="EN-CA" style="font-size:9.0pt;color:#262626;mso-fareast-language:EN-CA"><o:p></o:p></span></i></p>
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