Millennium ERM and CASE 24 7 Help Desk Tips

Millennium ERM and CASE: 24/7 Help Desk Tips, Tricks and Best Practices Swetta Abeyta Scott Blashek Bob Mc. Quillan

Welcome! • Swetta Abeyta Senior Systems Librarian • Scott Blashek Senior Systems Librarian • Bob Mc. Quillan Senior Product Manager

Agenda • • • ERM and CASE “Essential Ingredients” Catalog and Coverage Load Usage Statistics and Cost-Per-Use Support Q&A

ERM & CASE: “Essential Ingredients” Some rights reserved by Emily Barney

#1: Create and Link Records • Resource • License

#1: Create and Link Records • Resource • License • Order

#1: Create and Link Records • • Resource License Order Contact

#2: Coverage and Catalog Load • CASE • 3 rd Party

#3: Display in Web. PAC / Encore This is what I want Where can I get it? What will I find there? Why can’t I get there? Who can get there? I want to hold it in my hands! Additional bibliographic detail

# 4: Usage Statistics and Analysis

Content Access Service (CASE)

Content Access Service (CASE) • Coverage database service for: • ERM • Web. Bridge LR • A-Z List

Content Access Service (CASE) • Over 6000 e-journal packages • Over 1. 2 million e-book titles • Includes Berghan Books, Erudit, Net. Library, OECD, Oxford Reference, Oxford Scholarly, Project Gutenberg, Safari, Springer, Taylor & Francis, Wiley Interscience and more …

Catalog and Coverage Load • Swetta Abeyta Senior Systems Librarian

Coverage Load Tips • • Coverage Spreadsheet Conversion Rules Coverage Load vs. Catalog Load Matchpoints Common Errors

Wait! Check the Rules: • Coverage Spreadsheet Conversion Rules

Formatting Coverage Spreadsheets • Coverage Spreadsheet Conversion Rules and User Defined Fields • CASE loads skip preprocessing • Preview screen is useful

Catalog Load vs. Coverage Loads Bibs and Holdings Updates Coverage Database

Matchpoints – Catalog Load Possible Matchpoints: Alternate Lookup ISSN OR Title Alternate Lookup Alternatively ISSN Title

Coverage Load Matchpoints • Updates Coverage Database • Dropdowns indicate an “OR” relationship • Alternate Lookup is an option that can be setup

Common Load Errors • Badly formed file error:

Common Load Errors • Token/Mismatch Error LOG Examples: 0223111423: there are 17 fields in header and only 12 data 030221232: Field <357277 TITLE> not mapped to output

Usage Statistics and Reports • COUNTER • SUSHI chotda

What is COUNTER? • Counting Online Usage of Ne. Twork Electronic Resources • Launched in March 2002 • International initiative serving libraries, publishers and intermediaries by setting standards that facilitate the recording and reporting of online usage statistics in a consistent, credible and compatible way • www. projectcounter. org

COUNTER Benefits • Librarians: • Ability to compare usage statistics from different vendors to derive useful metrics such as cost-per-use; make better -informed purchasing decisions; plan infrastructure more effectively • Publishers and Intermediaries: • Ability to provide data in a format they want; compare the relative usage of different delivery channels; aggregate data for customers using multiple delivery channels; learn more about genuine usage patterns

What is SUSHI? • Standardized Usage Statistics Harvesting Initiative Protocol • ANSI/NISO Z 39. 93 -2007 • Version 0. 1 introduced February 2006 • Current Version 1. 6 • www. niso. org/workrooms/sushi

What is SUSHI? • Defines an automated request and response model for the harvesting of electronic resource usage data utilizing a Web services framework • Standard built on SOAP (Simple Object Access Protocol) • It is intended to replace the time-consuming user-mediated collection of usage data reports • Includes extension designed specifically to work with COUNTER reports

SUSHI Request / Response Internet Request SUSHI Client e. g. , ERM SUSHI Service Response COUNTER Usage Data

SUSHI Request / Response Internet Request SUSHI Client e. g. , ERM SUSHI Service Response COUNTER Usage Data

Innovative’s Role • Innovative Interfaces active member of NISO SUSHI Standing Committee • • Promotion and outreach SUSHI server registry Server implementation guidelines Compliance issues • SUSHI Server Working Group Sub-Committee • Q 1 2011 – Soliciting members • Objective 1: SUSHI Server Status Report • Objective 2: SUSHI Server Test Functions

Supported Vendors • SUSHI 1. 6 / COUNTER 3. 0 JR 1 support • SUSHI services • ACM Digital Library • EBSCO Publishing (EBSCOhost) • EBSCO Subscription Services (EJS) • Oxford Journals • Project Euclid • Scholarly Stats • Swets

Usage Statistics and Cost-Per-Use • Scott Blashek Senior Systems Librarian chotda

SUSHI: Vendor Issues – No Results • Check FAQs to ensure vendor is “compliant” with Innovative • Check logs for result response • Check Millennium ERM Usage Statistics • Check WSDL URL • Too many requests scheduled

SUSHI: Vendor Issues – No Results ü CSDIRECT: SUSHI Standard and Electronic Resource Management FAQ

SUSHI: Vendor Issues – No Results ü Check logs for result response M > MANAGEMENT information M > MISC. Acquisitions and Serials S > SUSHI configuration administration H > HARVEST usage statistics (SUSHI) L > VIEW SUSHI harvest log 0364> [Stat. Provider]acs 0365> [Customer. Name]null 0366> [Customer. ID]SS 54321 -wyane@acs 0367> [WSDL_URL]http: //208. 85. 17/sushi_01/services/Sushi. Service. Port? wsdl 0368> [day. Of. Month]25 0369> [from. Month. Back]12 0370> [to. Month. Back]2 0371> [requestor. Id]SSIP-12345 0372> [sushi. Release]1. 0. . . . 0385> 0386> 0387> 0388> 0389> ft_total INFO: --->Accounts Of Chemical Research | 0001 -4842 | 2010 -01 -01 | 2010 -01 -31 | 96 | ft_total [2011 -01 -25 01: 32: 26 PM EST] --->Accounts Of Chemical Research | 001 -4842 | 2010 -02 -01 | 2010 -02 -28 | 63 | ft_total Jan 25, 2011 1: 32: 26 PM com. iii. erm. ERMLogging log. Message INFO: --->Accounts Of Chemical Research | 0001 -4842 | 2010 -02 -01 | 2010 -02 -28 | 63 | ft_total [2011 -01 -25 01: 32: 26 PM EST] --->Accounts Of Chemical Research | 0001 -4842 | 2010 -03 -01 | 2010 -03 -31 | 109 |

SUSHI: Vendor Issues – No Results ü Check Millennium ERM Usage Statistics

SUSHI: Vendor Issues – No Results ü Check WSDL URL

SUSHI: Vendor Issues – No Results üToo many requests scheduled on same day

SUSHI: Common Issues and Tips • Cost-Per-Use (CPU) Issues • Why is CPU zero? • CPU numbers don’t “add up”

Cost-Per-Use (CPU) Issues Why is CPU zero? üConfirm request is successful and has results over the subscription period of interest S > SUSHI configuration administration L > VIEW SUSHI harvest log 0385> 0386> 0387> 0388> 0389> INFO: --->Accounts Of Chemical Research | 0001 -4842 | 2010 -01 -01 | 2010 -01 -31 | 96 | ft_total [2011 -01 -25 01: 32: 26 PM EST] --->Accounts Of Chemical Research | 001 -4842 | 2010 -02 -01 | 2010 -02 -28 | 63 | ft_total Jan 25, 2011 1: 32: 26 PM com. iii. erm. ERMLogging log. Message INFO: --->Accounts Of Chemical Research | 0001 -4842 | 2010 -02 -01 | 2010 -02 -28 | 63 | ft_total [2011 -01 -25 01: 32: 26 PM EST] --->Accounts Of Chemical Research | 0001 -4842 | 2010 -03 -01 | 2010 -03 -31 | 109 | ft_total

Cost-Per-Use (CPU) Issues Why is CPU zero? üConfirm order has relevant payment with subscription period filled in

Cost-Per-Use (CPU) Issues Why is CPU zero? üConfirm order has relevant payment with subscription period filled in

Cost-Per-Use (CPU) Issues CPU numbers don’t “add up” üCost Per Use is stored using a “daily cost” formula üCost / days in subscription period = daily cost üIn some reports, when this daily cost is reconstructed to monthly or yearly totals, the end result can be subject to small rounding errors, however these are generally very minute, often +/-. 05% or less in most cases

Support • Help Desk • 1 -800 -878 -6000 (US, Canada, Mexico) • 510 -655 -6200 • helpdesk@iii. com • CSDirect • Online service request • ERM Listserv • CASE Listserv Some rights reserved by Elgin County Archives

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