The University of Massachusetts Amherst

The Five College Consortium Adopts FOLIO Electronic Resources Management (ERM)

The Five College Consortium, as part of its FOLIO beta partnership with EBSCO Information Services (EBSCO), has become the first consortia to implement Electronic Resources Management (ERM). The consortium includes the University of Massachusetts Amherst, and Amherst, Hampshire, Mount Holyoke, and Smith colleges.

“The Five College Consortium provides a unique environment for testing FOLIO as we use a shared catalogue collection among member institutions,” says Steve Bischof, Associate Dean for Library Technology at UMass Amherst, and chair of the Five College FOLIO implementation team. “Our testing ranged from filling the needs of UMass Amherst, a large research university, to those of smaller institutions with multiple collections, like Smith College. Adopting the ERM is the first step, and we expect to fully implement FOLIO in 2021.”

“The work accomplished by the FOLIO ERM team has been transformative, even in the midst of tremendous change at each of their home institutions due to the pandemic,” says Simon Neame, Dean of Libraries at UMass Amherst, and Chair, Five College Librarians Council. “They’ve demonstrated that the future of libraries truly is open—and collaborative—which will be of great benefit to all of our patrons.”

Members of the FOLIO ERM Working Group (FERM) include: Paul Trumble of Amherst College, Amedeo DeCara and Jen Bolmarcich of Hampshire College, Sara Colglazier of Mount Holyoke College, Jenna Lanterman of Smith College, and Jack Mulvaney (Lead of FERM) of UMass Amherst. FIT Liaisons are Kathleen Berry (Head, Information Resources Management) at UMass and Janet Ewing (Associate Director of Research and Instructional Support) at Mount Holyoke. The Five College Library Systems Coordinator is Aaron Neslin.

FERM was formed in May of 2020, and has been charged with reaching consensus on issues related to data conversion, data management, workflows, policies, and procedures for electronic resource management within the Five Colleges. Since October 2020, they have been the primary focus of the Five College FOLIO migration and were able to advocate for the needs of the consortium to the FOLIO development community, with our partners at EBSCO, and with colleagues across the consortium in order to configure, migrate, and adopt FOLIO in August 2020.

In 2018, the Five College Consortium announced a FOLIO beta partnership with EBSCO, which allowed the institutions to contribute to the development of the library services platform and test FOLIO in large, real-world environments and multiple institutional scenarios.

“This partnership offered the FOLIO community and EBSCO the opportunity to address issues library staff confront within and across a consortium,” says EBSCO FOLIO Consulting Services Manager Anya Arnold. “For ERM functionally to work, EBSCO teams worked with the Five College librarians ensuring that each library can still mange unique and independent electronic collections in a shared environment.”


FOLIO is a collaborative effort among libraries, vendors, developers, and consortia that leverages open source technology and a community-based effort to redefine library services and innovate based on library futures. By building on what libraries need and by leveraging library expertise as well as vendor capacity and velocity, FOLIO is designed to move libraries forward, build on the services they provide, and redefine the role libraries play within their institution. FOLIO also levels the playing field and makes open source technology available to all institutions regardless of size or staffing. FOLIO brings vendors together to innovate and host services for customers and introduces open source as a service to libraries. To sign up to participate or receive more information go to

About The Five College Consortium

Five Colleges, Incorporated, is a nonprofit educational corporation established in 1965 to promote the broad educational and cultural objectives of its associated institutions: four private, residential liberal arts colleges and the flagship campus of the state university. The consortium includes Amherst College, Hampshire College, Mount Holyoke College, Smith College and the University of Massachusetts Amherst. The member institutions have a history of successful collaborations dating to 1914 in the areas of library subscriptions, joint faculty appointments, public radio, and the history of science and astronomy. Long-standing cooperation among the consortium’s libraries gives researchers access to their combined strength, which currently totals some 10 million volumes. Each institution’s library has distinctive collections, most of which are broadly accessible for use by students and faculty members through a shared catalog.