This presentation will cover the journey of a novel ERM implementation in FOLIO, an ERM system new to the ILS landscape. Library and vendor partnered to implement EBSCO FOLIO as a free-standing ERM module, utilizing an intentional & principled approach that went beyond just data migration to include both workflow considerations and the library’s unique staffing and collection needs.
Outcomes of the project included developing new migration tools for transferring ERM data, integrating multiple existing data sources, configuring the system to provide efficient methods of tracking renewals and perpetual access, creating foundational collection assessment cycle data, categorizing resources by subject and content type, as well other ERM lifecycle information important to the library.
We will highlight in detail the outcomes of the project, the challenges of implementing a standalone ERM in a time of staffing and future ILS uncertainty, as well as the benefits of implementation using a consultative partnership approach between library and vendor.
