Legacy records
Brill first addressed their existing customer records and sent Ringgold customer data for its key products – journals, books, reference works and electronic products – for an Identify Audit. Ringgold audited the records and normalized them against the Identify Database, delivering to Brill the Ringgold ID plus rich descriptive metadata and upward-hierarchy records for each customer.
The resulting audit files showed that a large proportion of the records belonged to duplicate organizations, but Brill was now in a position to use the Ringgold ID to link duplicate records together with confidence. With a unique Ringgold ID allocated to every organizational customer, Brill could start to build up a comprehensive and accurate view of each customer’s product portfolio and entitlements.
New records
Next, Brill developed a process for new customer records. Staff were trained to search Identify Online and allocate a Ringgold ID to each new record. Where an organization did not currently exist in the database, the Validate service was used to request a new Ringgold ID. Ringgold then built the full Identify record, with associated metadata and the organizational hierarchy. Thus, Brill now had a complete set of master Identify records for all customers. Brill also developed rules for data governance and for entitlement levels, ensuring that customer records were treated in a manner consistent with their licensing policies.
Ringgold ID integration across all systems
Now that Ringgold IDs were available for all legacy records and a process put in place to capture Ringgold IDs for new customers, Brill began work to implement Ringgold IDs across all of its systems.
Brill talked to other publishers that had integrated the Ringgold ID into their systems and developed an implementation plan. A cross systems project was set up with a project sponsor. Systems experts were involved from the outset to allow a smooth integration of the Identify Audit files. Leading systems were identified and these housed the Ringgold IDs when they were first allocated, either via Audit or by Brill staff. The leading systems fed information to the second line systems and reporting systems, ensuring that data about customers could be smoothly transmitted across all relevant systems upon which staff and management rely. Time was also taken to educate staff on the value of using the Ringgold ID to improve process efficiency.
The entire project took six to seven months to complete, including the Identify Audit work.