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

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

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

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

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

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

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

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

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

CORAL

CORAL-Tour● Can sign up for a login to

access site demo

http://coraldemo.library.tamu.edu/

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

CORAL-Resources (Admin-Workflow)

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

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).

CORAL-LicensingQuick 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

CORAL-OrganizationsQuick Facts

● Customizable● Many search and sort options are available● Parent/Child relationship feature simplifies complex vendor/provider

relationships● Fully integrates with other CORAL modules

CORAL-UsageQuick 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

CORAL-ManagementQuick Facts

● Customizable● Stores policies, workflows, or other administrative information in one location

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

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

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

CORAL at East Carolina UniversityBenefits

● 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

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