Electronic Resources Management workflow
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The document outlines the electronic resource management workflow at a library. It involves several steps: 1) registering and purchasing electronic resources after checking the technical feasibility and confirming access; 2) implementing the resources which includes uploading content to the catalog and resource management system; and 3) documenting details of the resources such as pricing, license agreements, and administration information. The workflow involves concurrent processes between the reference, technical, and IT departments.
Electronic Resources Management workflow
- 1. Electronic Resources Management Workflow Presented by Reference; Technical and IT section Prepared by Dr Vijay & Rindra Ramli
- 2. Cont’d – Reference Handover – Tech & IT
- 3. Main Tasks of ERM Workflow Registration + Purchase Orders Technical Feasibility and Access Confirmation Implementation and Documentation
- 4. • Check Technical Feasibility • Confirm Access • Obtain list of e- resources titles – ejournals; ebooks; database titles Communication
- 5. Registration and Purchase Orders Check on Publisher details New Existing Purchase OrderRegistration - Procurement
- 6. Acquisition of electronic resources Approved Purchase Order Finance
- 7. • Request for upload to CASE • Coverage Load to OPAC • Input new data to Millennium ERM module • Verify and confirm access Implementation
- 8. • Transaction details – Sharepoint & Millennium ERM Module • Procedures and Forms – Sharepoint • License Agreements – Sharepoint and Millennium ERM Module Documentation
- 9. • Pricing • Tracking Dates • Library Staff details • License Agreements – Expiry Dates, Negotiator details, User Support information • Admin information for Electronic Resources Documentation
- 10. Workflow Implementaton and Documentation Tech & IT Update records Licensing nego; Technical Evaluation; Business Nego Reference; Tech & IT Concurrent processes Notification and Product Consideration Reference Content Evaluation; Feedback
- 11. Thank you.