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NCSU’s Involvement with CORAL Xiaoyan Song E-Resource Librarian Acquisition and Discovery NCSU Libraries

NCSU's Involvement with CORAL

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Page 1: NCSU's Involvement with CORAL

NCSU’s Involvement with CORAL

Xiaoyan SongE-Resource LibrarianAcquisition and DiscoveryNCSU Libraries

Page 2: NCSU's Involvement with CORAL

The Acquisition and Discovery (A&D) Department

Core functions

Perform acquisition, cataloging, and provide access to materials for NCSU Libraries including branches

Integrated E-Resource Management (ERM) system

Three units, 25 full time

Department Head

Monographs (9)

Serials (9)

Data Projects and Partnerships (6)

Page 3: NCSU's Involvement with CORAL

Holistic Acquisition workflow

Inter-department process between A&D and Collection Managers

Workflows vary based on contents purchased

CM send order requests to Specialists

Specialists prepare and assign orders to

staff

Staff perform required tasks

Page 4: NCSU's Involvement with CORAL

Need for Workflow Support

Lack of workflow support in the home-grown ERM E-Matrix

Need a tool to provide workflow support for workflows in the department

Page 5: NCSU's Involvement with CORAL

Our Journey of CORAL

Monographs order distribution

IT development

Serials new order process

Grant funded development

2013 December

2015May

2015 November

2016 March

Page 6: NCSU's Involvement with CORAL

Manage Monograph Orders in CORAL

Distribute monograph orders in CORAL

Able to manage the volumes of the orders

Unable to change the assignee for workflow steps on a resource level

Need to be able to reassign workflow steps to others for any resource

Page 7: NCSU's Involvement with CORAL

IT Development to Enhance Routing

Re-assign steps to others

Delete a step

Example: https://staffapps.lib.ncsu.edu/coral/resources/index.php

https://staffapps.lib.ncsu.edu/coral/resources/resource.php?resourceID=3139

Page 8: NCSU's Involvement with CORAL

Continuous Resource New Orders in CORALExample:

https://staffapps.lib.ncsu.edu/coral/resources/resource.php?resourceID=3011

Page 9: NCSU's Involvement with CORAL

Additional Needs

Manage renewals workflowArchive completed workflows

Restart completed workflows

Build a seamless workflow between CM and A&D

Emails with customized messages

Email reminder

Add a step

Import a file with resources to purchase

Page 10: NCSU's Involvement with CORAL

Libraries’ Grant Funded Development

Outsource development

Three componentsAPI/External form

Routing tab enhancement

Import tool enhancement

Page 11: NCSU's Involvement with CORAL

Demo

http://coral.test.biblibre.com/auth/?service=/resources/api_client/

hhttp://coral.test.biblibre.com/resources/resource.php?ref=new&resourceID=1483

Page 12: NCSU's Involvement with CORAL

Next

Finish development for the grant funded projectRouting tab enhancement

Import tool

Merge the code to CORAL code base

Page 13: NCSU's Involvement with CORAL

Questions? [email protected]