A Year With Verde: Implementing An ERMS From Start To Full Use Andrew Waller Helen Clarke Collections Services, Libraries & Cultural Resources, University.

A Year With Verde: A Year With Verde: Implementing An ERMS Implementing An ERMS From Start To Full UseFrom Start To Full Use

Andrew WallerAndrew WallerHelen ClarkeHelen ClarkeCollections Services,Collections Services,Libraries & Cultural Resources,Libraries & Cultural Resources,University of CalgaryUniversity of Calgary

January 30, 2009January 30, 2009 OLA Super Conference 2009OLA Super Conference 2009

What We’ve Going To CoverWhat We’ve Going To Cover

Background to the projectBackground to the project ImplementationImplementation Where are we at present?Where are we at present? Staffing and the ERMSStaffing and the ERMS Future developmentsFuture developments What have we learned?What have we learned? Questions, discussionQuestions, discussion


Background to the ProjectBackground to the Project

Converging issuesConverging issues– Collection growthCollection growth– Consortial environmentConsortial environment– Growth of electronic productsGrowth of electronic products– Decline of printDecline of print– Fewer staffFewer staff– Increase in complexityIncrease in complexity– Scattered informationScattered information

Arrival of DLF standards and ERMS Arrival of DLF standards and ERMS productsproducts


Hit by a Bus or Game of Hit by a Bus or Game of Whisper ?Whisper ?

Hit by a BusHit by a Bus No backupNo backup EntrenchedEntrenched BurnoutBurnout No successionNo succession

Game of WhisperGame of Whisper Lose big pictureLose big picture Information loss / Information loss /

corruptioncorruption Constant turnoverConstant turnover Reduced control / Reduced control /

flexibilityflexibility


ImplementationImplementation

Started mid-2007Started mid-2007 Workflow analysisWorkflow analysis On site instruction, webinars, weekly On site instruction, webinars, weekly

meetingsmeetings Server set up at The Alberta LibraryServer set up at The Alberta Library Began entering new orders at the Began entering new orders at the

start of the new fiscal year start of the new fiscal year (2008/2009)(2008/2009)


Where Are We At Present?Where Are We At Present? Still doing new ordersStill doing new orders Are dealing with renewals of e-products for Are dealing with renewals of e-products for

20092009 Not using the workflows function but Not using the workflows function but

Verde is still serving as a workflow record Verde is still serving as a workflow record and info repositoryand info repository

Not being used as a collection analysis tool Not being used as a collection analysis tool yetyet

Need to complete license info and enter Need to complete license info and enter print + online resourcesprint + online resources

Still learning, still trying things outStill learning, still trying things out


Staffing And The ERMSStaffing And The ERMS

We knew Verde would affect processesWe knew Verde would affect processes Workflow analysis following by creation of Workflow analysis following by creation of

centralized, specialized ERM unit in centralized, specialized ERM unit in Collections ServicesCollections Services

Movement of staff and duties to this unit, Movement of staff and duties to this unit, from other related unitsfrom other related units

Has resulted in changes to what others doHas resulted in changes to what others do Part of larger change in tech services to Part of larger change in tech services to

focus support on digital resourcesfocus support on digital resources


Staffing And The ERMS - Staffing And The ERMS - QuestionsQuestions

What is the current workflow?What is the current workflow? What will staff stop doing?What will staff stop doing? How will job descriptions and How will job descriptions and

classifications change?classifications change? Who are you counting on, will they Who are you counting on, will they

deliver?deliver? How will you stage implementation?How will you stage implementation?


Future DevelopmentsFuture Developments

There is more to enter into VerdeThere is more to enter into Verde The Sync!The Sync! There is more consortial work to doThere is more consortial work to do There is more to do in terms of connecting There is more to do in terms of connecting

to our ILS and financial systemsto our ILS and financial systems More people in the electronic resources More people in the electronic resources

unitunit Rolling Verde out to the rest of the LibraryRolling Verde out to the rest of the Library


What Have We Learned?What Have We Learned?

An ERMS changes your processesAn ERMS changes your processes Support from Administration is Support from Administration is

necessarynecessary Get on with it!Get on with it!


Questions? Discussion?Questions? Discussion?


Andrew’s InfoAndrew’s Info

Andrew WallerAndrew Waller

Serials LibrarianSerials Librarian

Libraries and Cultural ResourcesLibraries and Cultural Resources

University of Calgary University of Calgary

[email protected]@ucalgary.ca

(403) 220-8133 voice(403) 220-8133 voice

(403) 284-2109 fax(403) 284-2109 fax


Helen’s InfoHelen’s Info

Helen ClarkeHelen ClarkeHead, Collections Services and Head, Collections Services and Electronic Resources LibrarianElectronic Resources LibrarianLibraries and Cultural ResourcesLibraries and Cultural ResourcesUniversity of Calgary University of Calgary [email protected]@ucalgary.ca(403) 220-3796 voice(403) 220-3796 voice(403) 284-2109 fax(403) 284-2109 fax

A Year With Verde: Implementing An ERMS From Start To Full Use Andrew Waller Helen Clarke Collections Services, Libraries & Cultural Resources, University.

Documents

ola super conference

library slide

discussion slide

fax slide

erms staffing

erms questions

university of calgary

digital resources