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Pulling It All Together:

Using CORAL ERM for

Serials Acquisitions Management

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Christenna Hutchins, Serials Unit Manager

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Tessa Minchew, Electronic Resources Librarian

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North Carolina State University Libraries

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CORAL

(Centralized Online Resources Acquisitions and Licensing)

  • http://coral-erm.org
  • Open source. First module released in 2010. 5 modules currently available.
  • Modules can be installed independently or used together.
  • Steering committee, discussion list and active user community.

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NCSU Acquisitions & Discovery + CORAL

  • 6 librarians, 17 staff, 3 units, 1 awesome department
  • Monographs + CORAL to manage ordering = Late 2013
  • Serials + CORAL to manage EOY = June 2015
  • Serials + CORAL to manage new orders = October 2015

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Prior New Order Workflows

  • Kicking it old school. Paper forms moved manually through various staff.

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  • The Age of the Ticketing Systems (Remedy, then ServiceNow) & the Continuing Money Spreadsheet

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Resource Record &

Workflow Considerations

  • Required fields for resource record creation
    • Title
    • Format
    • Acquisition Type
  • Fields that govern workflow association
    • Format
    • Acquisitions Type
    • Resource Type
  • Updated new order template

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CORAL New Order Workflow Live Demo

  • NCSU’s CORAL instance. (only accessible to NCSU staff)

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  • For more details on NCSU order workflows in CORAL visit our Guide to Continuing Resource Order Workflows. (publically accessible)

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CORAL as a Workflow Solution

  • Open source
  • High degree of customization
  • Assignment notifications
  • Facilitates streamlining of workflows
  • Better documentation to support workflows

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  • Learning Curve
  • No aging/reminder notifications
  • Workflow dependencies and limited flexibility
  • Limited ability to batch load record data

PROs CONS

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Future of CORAL at NCSU

  • Current NCSU CORAL development
    • API to ingest resource data.
    • Add renewal functionality to workflows.
    • Enhance system notifications.
    • Enhance import tool.
  • Additional applications for CORAL
    • Drive direct renewals.
    • Distribute subscription management work
      • Transfers
      • Subscription format changes
      • Cancellations

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Questions?

Christenna Hutchins

Serials Unit Manager

Acquisitions & Discovery

North Carolina State University Libraries

(919) 513-5130

cmmarkle@ncsu.edu

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Tessa Minchew

Electronic Resources Librarian

Acquisitions & Discovery

North Carolina State University Libraries

(919) 515-5182

tlminche@ncsu.edu

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Image Credits

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