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Cornell has had an active trial to RM since September 2013 and 360 COUNTER since mid-January 2014.  Reports from various stakeholder groups are below:

  • 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 RM 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 SSRMRM, and the SSRM RM 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 RM 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 currently account for up to 24 hours every month.  This time can potentially be recouped, or used to manage more frequent updates from SSRM RM to Voyager.  Either way, we save some time or keep systems in better sync.
    • System hosting (Chris Manly) - 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 RM and 360 COUNTER are cloud-hosted systems, managed by Serials Solutions.  The cost for this service is included in the annual fee structure for the SSRM serviceservices.
  • Usage Statistics group (Rich Entlich, Sally Lockwood) - Looked at the 360 COUNTER product.  Cornell Trial began 1/22.  Detailed feedback may not come until Feb 7 or later.  The initial assumption is that it will benefit 2CUL to have the COUNTER data from both partners in the same system.  The testing team is determining if there are any show-stopper issues that would impact oeprations.

2CUL has not had an opportunity to trial the consortial aspects of RM-CE, the pricing offer provided by Serials Solutions (see pricing below) assumes that the first year of work in the consortial environment will be a pilot.

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