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Getting the Most out of CORAL
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

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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).
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○ Stanford University
Literature Review
● Andrea Langhurst, Stacey Marien, and Kari Schmidt, “Beyond Implementation:
Making Your ERMS Work for You” in Accentuate the Positive!: Charleston
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Literature Review
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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.
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Getting the Most out of 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
  • 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