OVGTSL 2016 Presentation on CORAL

2. Introduction and Agenda
● Brief History of ERM Systems
● General Information About CORAL
● Literature Review
● Tour of CORAL Modules
● CORAL at East Carolina University
● Conclusion: Getting the Most

3. Brief History of ERM systems
● Open Source options such as CORAL and ERMes
● Vendor provided solutions from ExLibris, Proquest, Innovative, etc.
● Home-grown systems based on Drupal, Access, Google Sites, and other
content management systems
● Spreadsheets, email archives, and paper files
● A combination of options listed above

4. About CORAL
● What is CORAL
● Why was it developed
● How is it managed
● Webpage: http://coral-erm.org/
● Partnership with SirsiDynix BlueCloud
● CORAL 2.0 Changes

5. Literature Review
● Langhurst, Andrea and Xan Arch, "License Management: Making it Fun and
Flexible with CORAL” in Anything Goes: Charleston Conference Proceedings,
2010, ed. Beth R. Bernhardt, Leah H. Hinds (Charleston, SC: Against the Grain
Press, 2011).
○ Notre Dame
○ Stanford University

6. Literature Review
● Andrea Langhurst, Stacey Marien, and Kari Schmidt, “Beyond Implementation:
Making Your ERMS Work for You” in Accentuate the Positive!: Charleston
Conference Proceedings, 2012, ed. Beth R. Bernhardt, Leah H. Hinds, and
Katina P. Strauch (West Lafayette: Purdue University Press, 2012).
○ Notre Dame
○ American University

7. Literature Review
● Eric Hartnett et al., “Charting a Course Through CORAL: Texas A&M University
Libraries’ Experience Implementing an Open-Source Electronic Resources
Management System,” Journal of Electronic Resources Librarianship 25, no. 1
(2013): 16-38, http://dx.doi.org/10.1080/194112 6X.2013.760402.
○ Texas A&M University Libraries
“CORAL has allowed TAMU Libraries' electronic resources management to shift
from a distributed environment to one that is more coordinated, open, and
transparent and enables staff across the organisation to play a more significant role
in the electronic resources life cycle.” p.304

8. Literature Review
● Andrea Imre, Eric Hartnett, and C. Derrik Hiatt, “CORAL: Implementing an
Open-Source ERM System,” The Serials Librarian 64, no. 1-4 (2013): 224,
accessed September 15, 2015, http://dx.doi.org/10.1080/0361 526X.
2013.760414.
○ Southern Illinois University, Carbondale
○ Texas A&M University
○ Wake Forest

9. Literature Review
● Andrea Imre, Steve Oberg and Scott Vieira, The Future is Flexible, Extensible,
and Community-Based: Stories of Successful Electronic Resources
Management. NASIG 2015 Conference presentation.
○ Southern Illinois University, Carbondale
○ Wheaton College
○ Rice University

10. CORAL-Novel Implementations
● A-Z database public interfaces
● Use for Institutional Repository permissions
● Mobile device optimized A-Z list from data extracted from
CORAL

11. CORAL-Tour
● Can sign up for a login to
access site demo
http://coraldemo.library.tamu.edu/

12. CORAL-Resources
Quick Facts
● Customizable
● Many search and sort options are available
● Ability to set up workflows with alerts and individual workflow management
tools
● Fully integrates with other CORAL modules

24. CORAL-Resources (Admin-Workflow)

25. CORAL-Resources (Admin-Workflow)
Slide from: Andrea Imre, The future is flexible extensible and community-based: CORAL ERM at Southern Illinois University
Carbondale, http://www.slideshare.net/NASIG/the-future-is-flexible-extensible-and-communitybased-coral-erm-at-southern-
illinois-university-carbondale/4

26. CORAL-Resources (Admin-Workflow)
Andrea Langhurst, Stacey Marien, and Kari Schmidt, “Beyond Implementation: Making Your ERMS Work for You” in
Accentuate the Positive!: Charleston Conference Proceedings, 2012, ed. Beth R. Bernhardt, Leah H. Hinds, and Katina P.
Strauch (West Lafayette: Purdue University Press, 2012).

27. CORAL-Licensing
Quick Facts
● Customizable
● Many search and sort options are available
● Can choose which license terms to track (Expressions)
● Licensing Expression Tool Add-on works with link resolvers to display
information about specific resources
● Fully integrates with other CORAL modules

32. CORAL-Organizations
Quick Facts
● Customizable
● Many search and sort options are available
● Parent/Child relationship feature simplifies complex vendor/provider
relationships
● Fully integrates with other CORAL modules

35. CORAL-Usage
Quick Facts
● Accepts COUNTER or COUNTER-like formats
● Import statistics manually or import via SUSHI
● Can be programed to highlight outlier stats
● Usage Reports add-on feature allows staff to run reports
● Fully integrates with other CORAL modules

39. CORAL-Management
Quick Facts
● Customizable
● Stores policies, workflows, or other administrative information in one location

42. CORAL-Add-on Features
● Expressions Tool
○ Interfaces with OpenURL to provide license information in link resolver menus
● Usage Statistics Reports
● Public Interface Generator
○ Allows data from CORAL to feed dynamically generated public-facing websites
○ Mobile site development
● Calendar Feature and Update Tracking in Licensing Module

43. CORAL at East Carolina University
● CORAL was implemented in stages
○ Prior to June of 2015 the Organizations and Licensing modules were implemented
○ Resource module was implemented in Fall of 2015
○ Usage module implementation began in late Fall and is ongoing
○ Investigate the implementation of the Management module in Summer 2016
○ Implement Workflows for trial resources in Summer 2016
○ Plan to implement public interface for the Expressions tool in Spring 2017

44. CORAL at East Carolina University
● How did we determine implementation priorities
○ Listened to Requests for information from outside of the department
■ ILL Restrictions
■ Data Mining
■ Accessibility
■ Usage Statistics for external reports
■ Usage statistics for internal informational needs
○ Identified problem areas in workflows
■ Keeping track of all the necessary steps for trial databases
■ Keeping track of SERU agreements

45. CORAL at East Carolina University
Benefits
● Much easier to find license agreements
● More people are involved in electronic resource management
○ Formerly print focused staff
○ Student assistants
● Transitions are much smoother when faculty take new positions

46. Getting the Most
● Define what “Getting the Most” means to you
● Review the challenges and triumphs of others
● Create a plan
● Collaborate