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Verde Electronic Resources Management ICOLC - October 2006

Verde Electronic Resources Management ICOLC - October 2006. Ted Koppel Verde Product Manager, Ex Libris. Agenda . What is Verde? Verde Pricing Model Technical Overview Current Customers Version Status Consortial Models Verde Interoperablity Q & A. What is Verde?. Verde’s goals.

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Verde Electronic Resources Management ICOLC - October 2006

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  1. Verde Electronic Resources ManagementICOLC - October 2006 Ted Koppel Verde Product Manager, Ex Libris

  2. Agenda • What is Verde? • Verde Pricing Model • Technical Overview • Current Customers • Version Status • Consortial Models • Verde Interoperablity • Q & A ICOLC Rome October 2006

  3. What is Verde? ICOLC Rome October 2006

  4. Verde’s goals • Provide a tool for effectively managing the library’s increasing investment in electronic products throughout the product lifecycle, from evaluation, selection, and acquisition to renewal, cancellation, and perpetual access • While at the same time sharing with and supplying data to other library management systems to provide an interoperable and efficient management platform • Keeping in mind the unique structures, needs and requirements of library consortia ICOLC Rome October 2006

  5. Verde Features and Differentiators • Standalone application • Adherence to DLF Specification; additional functionality for consortia • Comprehensive KnowledgeBase, more than 700,000 electronic products • Powerful, customizable workflows for libraries to efficiently manage staff and processes ICOLC Rome October 2006

  6. Verde Features and Differentiators • Designed and built for Consortia: cross-institution search and retrieve, permissions, rights • Designed for interoperability with other applications: SOAP, web services • Powerful, customizable workflows for libraries for efficient process control • Role based authentication and authority ICOLC Rome October 2006

  7. Features and Differentiators • Three dimensional approach to ERM: • Three hierarchical levels of management • Nine management areas or attributes • Historical management records over time ICOLC Rome October 2006

  8. Verde Pricing Model ICOLC Rome October 2006

  9. Pricing factors Consortia + Basic Server Application License + Number of instances (sliding scale) + Number of Concurrent users (Edit/Read Only) + Oracle embedded license + Consulting, training, additional services + KnowledgeBase Maintenance Fee • Multiple product discount • Other discount factors ICOLC Rome October 2006

  10. Verde Technical Overview ICOLC Rome October 2006

  11. General information • Java/JBoss platform • Embedded Oracle (enterprise) database • Standalone application or ASP • Runs on • Red Hat Linux 3 and 4 • Solaris 9 and 10 • Can co-exist with other Ex Libris applications (SFX, MetaLib) on same server • Can split Application and Database for large installations ICOLC Rome October 2006

  12. Hierarchical Data Structure Based On e-Product Interface Standalone Package Print Constituents (e-journals, e-books) ICOLC Rome October 2006 12

  13. ICOLC Rome October 2006

  14. e-Product info Lower levels inherit Acquisitions Interface Access Licensing Package Workflow Costs Trial Use Constituent Administration Usage ICOLC Rome October 2006

  15. ICOLC Rome October 2006

  16. 3rd party applications Web Services (SOAP) Verde Architecture Other ILS OpenURL Staff interface ICOLC Rome October 2006 17

  17. Verde’s approach to Workflow Workflow Engine (task manager) Roles assigned and tasks allowed Alerts and E-mail ICOLC Rome October 2006

  18. Library defined steps complete workflow ICOLC Rome October 2006

  19. Verde Current Customers ICOLC Rome October 2006

  20. Verde Customers – Individual Institutions • 64 Sales as of August 2006 • China • Tsinghua University (III) • Denmark • Novo-Nordisk • Spain • Residencia de Estudiantes (Ex Libris) • Universidad de Navarro (III) • Switzerland • Hoffman-La Roche Ltd. • United Kingdom • Cranfield University (SirsiDynix) • Liverpool John Moores University (Ex Libris) • Nottingham Trent University (Ex Libris) • University of Nottingham (Ex Libris) ICOLC Rome October 2006

  21. Verde Customers – Individual Institutions • United States • Bristol Myers-Squibb • Centers for Disease Control & Prevention (Endeavor) • Villanova Univ (Endeavor) • Memorial Sloan-Kettering Cancer Center (III) • Southern Adventist University (Ex Libris) • University of Iowa (Ex Libris) • Vanderbilt University (SirsiDynix) • Virginia Commonwealth University (Ex Libris) • Yale University (Endeavor) • …. Several others not yet announced … ICOLC Rome October 2006

  22. Verde Customers - Consortia • California Digital Library (Various) • 11 Sites • Five Colleges Consortia (Ex Libris) • 5 Sites • Florida Center for Library Automation (Ex Libris) • 20 sites • KOBV –Kooperativer Bibliotheksverbund Berlin-Brandenburg (German: Cooperative Library Network Berlin-Brandenburg) • Ontario Council of University Libraries (Various) • 14 Sites • University of Maryland System (Ex Libris) • 17 Sites • HeBIS-Konsortium – Hesse Region, Germany ICOLC Rome October 2006

  23. Verde Current Status ICOLC Rome October 2006

  24. Status of Version 2 • Released in June 2006 • Introduced ERM Workflow manager • Local Product Wizard • Copy/Paste and Upload • Multiple instance search and display • Verde 2.0 SP2 September: • Enhanced SFX interaction • Enhanced consortium searching ICOLC Rome October 2006

  25. Version 3, planned for Q2-2007 • Statistical package • SUSHI retrieval • Vertical and horizontal calculation • Integration of cost per package; cost per e-title • Instance and consortial totals • Advanced (sophisticated) search • Multi-variable, conditional queries across attributes and levels • Search set and result set storage • SFX -> Verde KnowledgeBase unification • Cross-consortium workflow ICOLC Rome October 2006

  26. Verde Consortial Models ICOLC Rome October 2006

  27. Parallel Consortium Model 1 2 3 4 5 ICOLC Rome October 2006

  28. Parallel Model • Share the same server(s) • Share the same Oracle installation But … • Each instance has its own configurations, users • Secure ‘walls’ between instances • Almost complete autonomy if desired • May allow read-only access if desired • “Good fences make good neighbors” ICOLC Rome October 2006

  29. Top-down model (central authority) Central management of some sort 1 2 3 4 5 ICOLC Rome October 2006

  30. Top-down management • Many different flavors • Central authority can be • purchasing agent (and bill back for costs) • funding agent • Hardware/software host • Database quality – consistency manager • Various combinations of the above ICOLC Rome October 2006

  31. Hybrid top down model Central management of some sort 6A 1 2 3 4 5 6B 6C ICOLC Rome October 2006

  32. Hybrid top down or hybrid parallel • Central may directly manage certain smaller libraries or subsets of institutions • Larger libraries act as normal top down or parallel entities ICOLC Rome October 2006

  33. No two consortia are alike !!! • Acquisitions and Purchasing roles • Messaging and availability to public • Cost sharing formulas • Role and influence of central authority • SFX and Metalib use and structure • Etc. • Verde’s goal: build in configurability and flexibility within certain basic frameworks. ICOLC Rome October 2006

  34. Verde Interactions - Link Resolver ICOLC Rome October 2006

  35. Interaction with Link Resolver (SFX) • Delivers License and Permission information to the Link Resolver for display to the researcher • Updates with new targets and activations ICOLC Rome October 2006

  36. Verde Interoperates ICOLC Rome October 2006

  37. Direct Staff Access to Link Resolver ICOLC Rome October 2006

  38. Users See Link Resolver Results Screen ICOLC Rome October 2006

  39. Real-time SOAP Lookup to Verde ICOLC Rome October 2006

  40. Verde Interactions –ILS - Aleph ICOLC Rome October 2006

  41. Verde asks ILS (Aleph) • Versions 16, 17, 18 • “AskAleph” process • Verde Acquisitions record => ALEPH Order record • Verde Work Expression => ALEPH Bibliographic record • Retrieves up-to-date information on: • Order status • Invoice status • Budget details • Vendor information • Coverage ICOLC Rome October 2006 43

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  43. ILS asks Verde: Real-time “Ask Verde” services • Direct link from ALEPH GUI to Verde Acquisition record, via Acquisition number or print order number • Direct link from ALEPH GUI to Verde eProduct record • Display (in ALEPH) of up-to-date information from Verde eProduct and any of its entities • Display (in ALEPH) of up-to-date information from Verde acquisition record ICOLC Rome October 2006 45

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  45. Thank You! Ted Koppel Verde Product Manager ted@exlibris-usa.com +1.617.332.8800 x601 ICOLC Rome October 2006

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