ERM Implementation Group

Charge

The charge of the ERM Implementation group is to:

participate in and respond to the Beta test of Verde beginning mid-June and running until the general release of the Verde software;
write Yale-specific documentation for use of the ERM;
reach decisions about the use of every field (format, what kind of information is entered, etc.) as they exist in the Beta test, based on the work of the planning group;
communicate appropriately to the broader YUL community of the advent of the ERM and what expectations will be of general staff involvement and cooperation;
decide what is the work flow within the ERM and the expected sequence of events in ERM work;
shepherd the gathering and inclusion of appropriate data from our existing e-resources to make the ERM useful and usable going forward.

Current Members

Earl Badger (ex officio)
Acquisitions Assistant
Medical Library

Gail Barnett (ex officio)
Technology Manager, Library Projects
Academic Media and Technology, ITS

Nisa Bakkalbasi
Electronic Collections Librarian
Electronic Collections

Kathleen Bauer (ex officio)
Eli Interfaces Librarian

Rachel Bond (ex officio)
Electronic Collections Intern
Electronic Collections

Daniel Dollar (Co-chair)
Associate Director, Collection Development and Management
Medical Library

Joan Emmet (ex officio)
NERL Program Support Librarian

Haruko Nakamura
Librarian for Japanese Collections
East Asia Library

Audrey Novak (ex officio)
Manager, Integrated Systems and Programming
Integrated Library Technology Services

George Ouellette (ex officio)
Senior Programmer Analyst
Web, Workstation, Digital Consulting Services

Kimberly Parker (Co-chair)
Head, Electronic Collections

Diana Quinones (ex officio)
Electronic Collections Assistant
Electronic Collections

Karen Reardon (ex officio)
Manager, Web, Workstation, Digital Consulting Services

Susanne Roberts
Librarian for European History, Coordinator of Humanities Collections
Research Services and Collections

Kari Swanson
Coordinator, Automation & Technology Services
Kline Sciences Library

Susan Tucker
Unit Manager, Order Support, Acquisitions
Sterling Memorial Library

Lei Wang
Instructional Design Librarian
Medical Library

Jennifer Weintraub (Co-chair)
Digital Collections Specialist
Electronic Collections

Melissa Wisner
Production Systems Manager
Integrated Library Technology Services

Set-Up Design and Definition Sub-Group		Technical Integration Sub-Group
Daniel Dollar Kimberly Parker Kari Swanson		Gail Barnett Kathleen Bauer Xinjian Guo Audrey Novak Karen Reardon Lei Wang Jennifer Weintraub Melissa Wisner
Documentation Sub-Group		Training Sub-Group
Nisa Bakkalbasi Haruko Nakamura Kari Swanson Jennifer Weintraub (coordinator)		Nisa Bakkalbasi Kathleen Bauer Daniel Dollar (coordinator) Susanne Roberts Susan Tucker
License Attribute Sub-Group		Voyager-Verde Connection Sub-Group
Nisa Bakkalbasi Kimberly Parker (coordinator)		Audrey Novak Kari Swanson (coordinator) Susan Tucker
Administrative/Acquisitions Attribute Sub-Group		Database and E-Books Product Sub-Group
Daniel Dollar (coordinator) Kari Swanson Susan Tucker		Daniel Dollar Sue Roberts Jennifer Weintraub (coordinator)
Journals Product Sub-Group		Read-Only Preparation Sub-Group
Earl Badger Nisa Bakkalbasi Kathleen Bauer Paul Belbusti Daniel Dollar Haruko Nakamura	Diana Quinones Susanne Roberts Kari Swanson Susan Tucker Jennifer Weintraub (coordinator)	Haruko Nakamura Susanne Roberts Jennifer Weintraub (coordinator)

Timeline

| September '06 | October '06 | November '06 | December '06

January '07 | February '07 | March '07 | Successor Group

July 2005

July13	Beginning of Beta test
July 19	Bug spreadsheet due to Jen
July 20	Module beta tests continue
July 25	Functionality beta test begins
July 26	Bug spreadsheet due to Jen
July 31	End of Beta Test

August 2005

August 1-15	Exploration of cleaned Beta version examining specifics for Yale implementation
August 10	Meeting
Aug 10-Sept 7	E-Product Knowledgebase mapping and resolution of Yale definitions, procedures, policies in test space for application to production. (Kim and Kari)
Aug 10-Sept 7	Acquisition status and other acquisitions issues: resolution of Yale definitions, procedures, policies in test space for application to production. (Susan, Daniel, and Sue)
Aug 10-Sept 7	Organization contacts: resolution of Yale definitions, procedures, policies in test space for application to production. (Jen)

September 2005

Aug 10-Sept 7	E-Product Knowledgebase mapping and resolution of Yale definitions, procedures, policies in test space for application to production. (Kim and Kari)
Aug 10-Sept 7	Acquisition status and other acquisitions issues: resolution of Yale definitions, procedures, policies in test space for application to production. (Susan, Daniel, and Sue)
Aug 10-Sept 7	Organization contacts: resolution of Yale definitions, procedures, policies in test space for application to production. (Jen)
Sept 9-13	Load of General Release version for Playground Instance
Sept 7	Full Committee Meeting
Aug 31-Sept 12	Project Planning, Timelines Planning, Task Planning (Daniel, Kim, Jen, Melissa)
Sept-Feb	Revamped Sub-Groups, now Setup and Technical Integration
Sept 19	Setup Subgroup Meeting (conclude e-product review)

October 2005

Oct 5	Setup Subgroup Meeting (review Organization/Libraries/contacts)
Oct 11	Updated Training
Oct 12	Full Committee Meeting
Oct 19	Setup Subgroup Meeting (review Acquisition module)
Oct 26	Setup Subgroup Meeting (continue/conclude? review of Acquisition module - address status options)

November 2005

Nov 9	Full Committee Meeting
Nov 16	Setup Subgroup Meeting (review Access module)

December 2005

Dec 5	Technical Integration Group assigns tasks and timelines?
Dec 7	Setup Subgroup Meeting (review Licening module)
Dec 14	Second Instance installed for Production/Clean data building, version 1.2 upgrade
Dec 14	Full Committee Meeting
Dec 21	Setup Subgroup Meeting (continue review of Licening module)

January 2006

Jan 4	Setup Subgroup Meeting (review Admin module)
Jan 11	Full Committee Meeting
Jan 18	Setup Subgroup Meeting (continue review of Admin module, finish e-product statuses)
Jan 25	Setup Subgroup Meeting (review Trial & Cost modules)

February 2006

Feb 1	Project Plan status check
Feb 1	Setup Subgroup Meeting (clean, refine notes)
Feb 8	Full Committee Meeting
Feb 15	Setup Subgroup Meeting (clean, refine notes)
Feb 22	Setup Subgroup Meeting (finalize decisions list)

March 2006

Mar	Documentation & Training Preparation and pilot-testing

April 2006

Apr	E-Journals data migration preparations
Apr	Documentation & Training Preparation and pilot-testing
Apr 12	Full Committee Meeting

May 2006

May	E-Journals data migration preparations
May	Documentation & Training Preparation and pilot-testing e-journal population
May 10	Full Committee Meeting

June 2006

Jun 5-16	Software update, Knowledgebase updates, e-journal data migration
Jun 14	Full Committee Meeting
Jun 16	Begin period of dual data-entry in Verde and YELMO e-journals
Jun	Develop export processes from Verde to YELMO e-journals

July 2006

Jul 12	Full Committee Meeting
July	Finalize revised timeline and sequencing issues for remainder of ERM implementation
July	Data cleanup from e-journal migration

August 2006

Aug 9	Full Committee Meeting
August	Develop workflows and practices for database and ebooks entry
August	Migrate to Version 2.0
August	Begin preparing documentation/training for next focused areas (databases and ebooks, licenses)

September 2006

Sept 13	Full Committee Meeting
Sept	Starting to produce documentation/training for next focused areas (databases and ebooks, licenses, Admin/Aquisition attributes)
Sept	Begin work Voyager-Verde interconnections

October 2006

Oct 11	Full Committee Meeting
Oct	Continue to create workflow and prepare documentation for databases and ebooks, Subscription info, licenses, Admin/Aquisition attributes

November 2006

November 8	Full Committee Meeting
November	Continue preparing documentation/training for databases and ebooks, licenses, Admin/Aquisition attributes
November	Begin preparing recommendation for successor group(s)
November	Identify 1-2 individuals for expanding pilot e-journals group editing and inputting data.

December 2006

Dec 13	Full Committee Meeting
December	Establish data entry for databases and ebooks, Subscription info, licenses, Admin/Aquisition attributes
December	Begin planning for successor group(s)

January 2007

Jan 10	Full Committee Meeting
January	Confirm data entry for databases and ebooks, Subscription info, licenses, Admin/Aquisition attributes; begin preparing documentation
January	Confirm planning for successor group(s)

February 2007

Feb 14	Full Committee Meeting
February	Finalize documentation for data entry for databases and ebooks, Subscription info, licenses, Admin/Aquisition attributes
February	Begin recon of past license information into the ERM
February	Prepare training (read-only/reports) for staff expected to engage with the ERM across the library system
February	Confirm profile defaults

March 2007

March

Confirm transition to successor group

Succesor Group Activities

Workflows

Reports

http://www.library.yale.edu/ecollections/ERM