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E-resource management
The E-resource management (ERM) module is used to track the selection, acquisition, licensing, access, maintenance, usage, evaluation, retention, and de-selection of a library’s electronic information resources. These resources can include electronic journals, electronic books, streaming media, databases, datasets and computer software.
To use the E-resource management (ERM) module, you must enable the :ref:`ERMModule <erm-ermmodule-label>` system preference.
Only staff with the :ref:`erm permission <permission-erm-label>` (or the :ref:`superlibrarian permission <permission-superlibrarian-label>`) will have access to this module.
ERM home page
Get there: More > E-resource management
|ermhomepage|
Search bar
The search bar allows you to quickly search agreement records and (Local) packages or titles.
Packages or titles from third-party knowledge bases are not searchable from here; go to the :ref:`eHoldings <erm-eholdings-label>` instead.
|ermsearchbar|
Agreements
In ERM terms, Agreements describe what electronic subscriptions you can access whereas Licenses are used to describe what you can do with those resources.
Before you start to create new Agreement records, ensure your staff users have either the :ref:`superlibrarian <permission-superlibrarian-label>` or the :ref:`erm permission <permission-erm-label>` and that you have reviewed the :ref:`ERM authorized values <authorized-values-label>` to suit your needs. Also, ensure you have reviewed the :ref:`ERM system preferences <erm-system-preferences-label>`.
Create an Agreement record
From the ERM Home page click on the Agreements link in the left-hand menu.
Get there: More > E-Resource management > Agreements
Use the + New Agreement button at the top of the Agreements table.
|newagreementbutton|
You are required to give the Agreement a Name, Description and Status. The status determines if this agreement is active or not. All other fields are optional.
The agreement can, optionally, be attached to an existing :ref:`Vendor record <vendors-label>` in the acquisitions module. This allows you to keep a record of who supplied the e-resources and also to create purchase orders against it.
The Closure reason field will stay grayed out until you give the agreement the status of “closed” at which point it will become active.

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  2. erm
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|ermhomepage|
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read-only
Source string location
../../source/erm.rst:31
String age
9 months ago
Last updated
4 months ago
Source string age
9 months ago
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string 7