Implementation and Use of an Open Source Electronic Resources Management System

Implementation and Use of an Open Source Electronic Resources Management System
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This presentation discusses the implementation and benefits of the CORAL system for electronic resource management at the University of Connecticut Libraries. It covers the reasons for adopting a new ERMS, the centralized approach of CORAL, customization options, account types, and the ease of importing resources. The presentation also details the roles of administrators, the ERM team, and other library staff in utilizing CORAL effectively.

  • Electronic Resources
  • Management System
  • CORAL
  • University of Connecticut
  • Implementation

Uploaded on Feb 20, 2025 | 0 Views


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  1. CORAL: UConns Implementation and Use of an Open Source Electronic Resources Management System Chenwei Zhao University of Connecticut Libraries

  2. WHY NEW ERMS? Homegrown ERMS New ERM Team Old & outdated Rigid Access No uploading

  3. CORAL Centralized Online Resources Acquisitions and Licensing

  4. CORAL

  5. CORAL Interoperable

  6. CORAL Highly Flexible Image source: http://justcreative.com/2012/01/11/how-to-get-better-clients/

  7. INSTALLATION Designated virtual machine: IT: CORAL documentation: (https://erm.library.nd.edu/documentation)

  8. IMPORTING Resource IDs in CORAL

  9. INSTALLATION + IMPORTING Total time spent: (Sporadic efforts. Back and forth for adjustments) 3-4 weeks

  10. USE Three types of accounts /users Administrator ERM Team Other Library Staff

  11. USE: ADMINISTRATOR Manage user accounts Set up user privileges Update settings (Customizations within CORAL)

  12. USE: ADMINISTRATOR

  13. USE: ERM TEAM Add/edit data

  14. USE: OTHER LIBRARY STAFF View Only Licensing terms for ILL, E-reserve, Course Packets

  15. CUSTOMIZATION Everything is documented: Within CORAL by Administrator Technical backend by local IT Major changes by CORAL community

  16. CUSTOMIZATION: WITHIN CORAL

  17. CUSTOMIZATION: WITHIN CORAL

  18. CUSTOMIZATION: WITHIN CORAL

  19. CUSTOMIZATION BY IT

  20. CUSTOMIZATION: MAJOR FEATURES

  21. CUSTOMIZATION: MAJOR FEATURES

  22. CUSTOMIZATION: MAJOR FEATURES

  23. NEXT STEP: WORKFLOW

  24. NEXT STEP: WORKFLOW

  25. NEXT STEP: MANAGEMENT MODULE Live now: https://github.com/ndlibersa Image source: http://www.mrhandymanfranchise.co.uk/next-steps/

  26. CORAL SUPPORT https://erm.library.nd.edu/ Github: https://github.com/ndlibersa Technical docs. Updates, latest versions.

  27. Free Easy to install and maintain Flexible User-friendly Support

  28. There is no fully implemented ERMS, because the world of electronic resources is always changing. --Galadriel Chilton ERM Librarian at UConn

  29. Questions? Questions? ChenweiZhao Electronic Resources Coordinator University of Connecticut Libraries chenwei.zhao@lib.uconn.edu http://www.linkedin.com/in/chenweizhao http://www.slideshare.net/ChenweiZhao http://s.uconn.edu/czhao Special thanks to Nicholas Eshelman, Galadriel Chilton, and Jennifer Eustis for their help with this presentation.

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