That's the Ticket!: Developing an Online Invoice Review System through SharePoint

Location

Ballroom A/B

Document Type

Presentation

Start Date

13-5-2019 1:00 PM

End Date

13-5-2019 1:50 PM

Description

In 2017, the University of Louisville Libraries Electronic Resources Management Department developed an Invoice Review System for electronic resources. The SharePoint-based system is designed to allow Electronic Resources Management to work cooperatively with librarians in the Research Assistance & Instruction Department (RAI) and other interested parties to review electronic resources as they come up for renewal. When an invoice arrives, historical price, usage statistics and cost per use are calculated and sent to subject specialists in RAI for review. The subject specialists gather data concerning benchmarks, analyze usage data, seek faculty impact, compare to alternate resources, and note curriculum tie-ins. After weighing the available evidence, they make a recommendation about whether to keep or cancel the resource. After all interested parties weigh in on the resource, a final decision is made. SharePoint allows responses, data, and decisions to be tracked in a single location, allowing anyone to review the decision at any time. The presenters will discuss how the process was initiated, specifics about the tasks each department performs, its successes and modifications over the past year, and future plans for the review process.

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May 13th, 1:00 PM May 13th, 1:50 PM

That's the Ticket!: Developing an Online Invoice Review System through SharePoint

Ballroom A/B

In 2017, the University of Louisville Libraries Electronic Resources Management Department developed an Invoice Review System for electronic resources. The SharePoint-based system is designed to allow Electronic Resources Management to work cooperatively with librarians in the Research Assistance & Instruction Department (RAI) and other interested parties to review electronic resources as they come up for renewal. When an invoice arrives, historical price, usage statistics and cost per use are calculated and sent to subject specialists in RAI for review. The subject specialists gather data concerning benchmarks, analyze usage data, seek faculty impact, compare to alternate resources, and note curriculum tie-ins. After weighing the available evidence, they make a recommendation about whether to keep or cancel the resource. After all interested parties weigh in on the resource, a final decision is made. SharePoint allows responses, data, and decisions to be tracked in a single location, allowing anyone to review the decision at any time. The presenters will discuss how the process was initiated, specifics about the tasks each department performs, its successes and modifications over the past year, and future plans for the review process.