IUG 2014 ERM Handout : Necessity is the Mother of Invention: Using ERM to Manage Electronic Books A Poster for IUG 2014, Detroit

1. Necessity is the Mother of Invention: Using ERM to Manage Electronic Books
A Poster for IUG 2014, Detroit
Presented by the University of Nevada, Reno Libraries
Trish Tlapak ptlapak@unr.edu, Barb Wiley bwiley@unr.edu, and Dana Miller danamiller@unr.edu
Introduction
After a major outage of an e-book vendor in 2012 resulted in a lengthy cleanup project, UNR
Libraries’ Discovery Services team began adding net check-in records to all e-book
bibliographic records, linking e-book collections to corresponding ERM Resource records. This
change facilitates easy identification of the scope of an e-book collection, provides a place to
store contact and license information, and gives the Metadata & Cataloging Department a
place to store MARC record loading notes and administrative information.
Before ERM: Free-floating e-book records are very challenging to manage.
Implementation of ERM for E-books
Phase 1: Records for Existing E-books
1. Determine how to find records for a particular subscription, whether a set of
individual titles, or a package. What criteria?
2. Create a new ERM record to which new e-book type check-in records will be attached.
3. Find all e-book records for a particular resource using Create Lists function.
4. Export bib record number, e-book title (MARC field 245). Use txt file to create
coverage load file.
5. Using ERM coverage loader, load against review file created in step 3.
Phase 2: New E-books Records- General Workflow
1. When new e-book bibliographic records are received, the cataloger finds
corresponding ERM record for the package.
2. The cataloger copies Resource ID information into 949 fields in e-book MARC records.
3. During load process, loader table produces new check-in records.

2. Necessity is the Mother of Invention: Using ERM to Manage Electronic Books
A Poster for IUG 2014, Detroit
Presented by the University of Nevada, Reno Libraries
Trish Tlapak ptlapak@unr.edu, Barb Wiley bwiley@unr.edu, and Dana Miller danamiller@unr.edu
After ERM: everything is connected! (net check-in records make it possible)
Results
 44 new ERM resource records were created to represent e-book collections.
 At the end of Phase 1, over 50,000 e-book bibliographic records were linked to ERM via
attached check-in records.
 License records are now being attached, as well as other vendor information.
 URLs for retrieving records, as well as login/password information and notes for MARC
record retrieval are now stored in ERM.
 All records can be found in the “Summary view” of the ERM record. No longer is there
the need to run any review files to find them.
 Maintenance of all phases of a package lifecycle can easily be shared by multiple
departments in Technical Services.
 Ticklers can be set in ERM to remind catalogers to check for new records.