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Implement by end of Summer.  Sooner if possible.

ProQuest - Serials Solutions Resource Manager (SSRM)

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2.       How will the product address this problem?

SSRM

COUNTER - Data in a common place for joint data analysis, potential shared maintenance, and to take advantage of future enhancements in the 360 COUNTER system.

Consortial RM -

3.       Has a trial taken place? What were the results?

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  • E-Resources Unit (Liisa Mobley, Rebecca Utz, Sally Lockwood, Heather Shipman, Jesse Koennecke) - Tested the general functionality, workflow features, and data management aspects of the Resource Manager system from a Cornell specific perspective.  The e-resources staff are already familiar with the Serials Solutions staff interface while working with the currently subscribed Serials Solutions services (MARC Updates, 360 Link, and Summon).  Adding ERM features to this existing workflow, rather than in a completely different system will likely show some increased efficiency in some areas of e-resources work.   Members of the unit have reported overall satisfaction with the system and they have unanimously expressed a desire to make the change.  The response from this team suggests that Cornell would consider migrating the the Resource Manager system even if 2CUL were not a factor.
  • Discovery & Access Team - Two public interfaces at Cornell rely on the Innovative ERM system currently.  D&A has been considering updating these services to utilize the Integration Layer data or other systems, rather than Innovative.  They are examining this in depth during their February sprint.  It is likely that they will be able to replicate these services using a combination of Voyager data incorporated into the integration layer, the License Term API provided by SSRM, and the SSRM journal A-Z list interface.  More detail about this can be found in Appendix 2: Implementation Details.
  • Technical and Data loading group (Gary Branch, Heather Shipman, Peter Martinez, Pete Hoyt, Chris Manly) -
    • Record loads - The group discussed how the current processes for updating Voyager, Innovative, and Serials Solutions will be affected by the transition.  They raised no concerns about making the change to SSRM and feel that any changes that are required in scripts or processes will be minimal.  Heather feels that the record loads into the Innovative ERM are ..account for XXXX hours every month.  This time can potentially be recouped, or used to manage more freqquent updates from SSRM to Voyager.  Either way, we save some time or keep systems in better sync.
    • System hosting - The Innovative ERM system is locally hosted on a Cornell IT server.  This requires regular maintenance and updates in addition to a $2000/year fee.  Resource Manager and 360 COUNTER are cloud hosted systems, managed by Serials Solutions.  The cost for this service is included in the annual fee structore structure for the SSRM service.
  • Usage Statistics group (Rich Entlich, Sally Lockwood) - Looked at the 360 COUNTER product.

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Implementation Impact (more details in Appendix 12:):

Batch loading

Public Interfaces

Costs (More details in appendix 21: Costs): 

Licensing the products:

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  • Public Interfaces - Cornell's Database Name and EJournal searches are currently utilizing the Innovative ERM.  These will need to be updated as described in appendix ???.
  • Data Migration - Assistance from Columbia staff member
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Appendix ??? - Cornell implementation details

Database Names - 948 field: webfeatdb - subject fields to facilitate browsability by curated subjects.  DRC curates the list.  License terms to be held in SSRM, linked to from appropriate records.

Responsible parties - Discovery & Access Team (interface design and implementation), E-Resource Staff (Record management and license entry)

****eJournals - D&A or Serials Solutions A-Z list?

Batch Loading (Pete Hoyt, Chris Manly), Gary Branch, Heather Shipman, Jesse Koennecke)

Serials Solutions / Voyager / ERM interaction

899 Codes

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Appendix 1: Costs

Licensing the products:

SSRM at Cornell - $11,693/year plus one time set up $1969 (includes data population services) and a onetime consultation fee of $3990 - Ideally, Columbia staff can participate in this as well to learn about how newer features can/should be used?

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SSRM and 360 COUNTER at Cornell

Annual fees:

Appendix 2: Implementation Details

Database Names - 948 field: webfeatdb - subject fields to facilitate browsability by curated subjects.  DRC curates the list.  License terms to be held in SSRM, linked to from appropriate records.

Responsible parties - Discovery & Access Team (interface design and implementation), E-Resource Staff (Record management and license entry)

****eJournals - D&A or Serials Solutions A-Z list?

Batch Loading (Pete Hoyt, Chris Manly), Gary Branch, Heather Shipman, Jesse Koennecke)

Serials Solutions / Voyager / ERM interaction

899 Codes

Consortial System Implementation - The specific details are still being worked out.  The current plan is to replicate Columbia's Resource Manager data to populate the Consortial layer's "parent" 2CUL database, then linking that to the two "child" databases for Cornell and Columbia.  Many resources will match up relatively easily after this first pass as the 2CUL partners have significant overlap in collections.  We will identify project work to match other resources as appropriate.  This may be a great area for Columbia's proposed staff member to work on.