Verde Electronic Resources Management ICOLC - October 2006

Verde Electronic Resources Management

ICOLC - October 2006

Ted KoppelVerde Product Manager, Ex Libris

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ICOLC Rome October 2006

Agenda

What is Verde?Verde Pricing ModelTechnical OverviewCurrent CustomersVersion StatusConsortial ModelsVerde InteroperablityQ & A

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What is Verde?

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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

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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

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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

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Features and Differentiators

Three dimensional approach to ERM:

Three hierarchical levels of management

Nine management areas or attributes

Historical management records over time

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Verde Pricing Model

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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

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Verde Technical Overview

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General information

Java/JBoss platformEmbedded Oracle (enterprise) databaseStandalone application or ASPRuns on

Red Hat Linux 3 and 4Solaris 9 and 10

Can co-exist with other Ex Libris applications (SFX, MetaLib) on same serverCan split Application and Database for large installations

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Interface

Standalone Package

Constituents (e-journals, e-books)

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Print

Hierarchical Data Structure Based On e-Product

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Lower levels inherit

Interface

Package

Constituent

Access

Licensing

Costs

Trial Use

Administration

Acquisitions

Usage

e-Product info

Workflow

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Verde Architecture

Staff interface

3rd partyapplications

OpenURL

Web Services (SOAP)

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Other ILS

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Verde’s approach to Workflow

Workflow Engine

(task manager)

Alerts and E-mail

Roles assigned and tasks allowed

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Library defined steps complete workflow

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Verde Current Customers

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Verde Customers – Individual Institutions

64 Sales as of August 2006China

Tsinghua University (III)Denmark

Novo-Nordisk Spain

Residencia de Estudiantes (Ex Libris)Universidad de Navarro (III)

SwitzerlandHoffman-La Roche Ltd.

United KingdomCranfield University (SirsiDynix)Liverpool John Moores University (Ex Libris)Nottingham Trent University (Ex Libris)University of Nottingham (Ex Libris)

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Verde Customers – Individual Institutions

United StatesBristol Myers-SquibbCenters 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 …

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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

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Verde Current Status

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Status of Version 2

Released in June 2006Introduced ERM Workflow managerLocal Product WizardCopy/Paste and UploadMultiple instance search and display

Verde 2.0 SP2 September: Enhanced SFX interactionEnhanced consortium searching

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Version 3, planned for Q2-2007

Statistical packageSUSHI retrievalVertical and horizontal calculationIntegration of cost per package; cost per e-titleInstance and consortial totals

Advanced (sophisticated) searchMulti-variable, conditional queries across attributes and levelsSearch set and result set storage

SFX -> Verde KnowledgeBase unification

Cross-consortium workflow

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Verde Consortial Models

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Parallel Consortium Model

1 2 3 4 5

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Parallel Model

Share the same server(s)Share the same Oracle installation

But …Each instance has its own configurations, usersSecure ‘walls’ between instancesAlmost complete autonomy if desiredMay allow read-only access if desired“Good fences make good neighbors”

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Top-down model (central authority)

1 2 3 4 5

Central management of some sort

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Top-down management

Many different flavors

Central authority can bepurchasing agent (and bill back for costs)funding agentHardware/software hostDatabase quality – consistency managerVarious combinations of the above

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Hybrid top down model

1 2 3 4 5

Central management of some sort

6A

6B

6C

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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

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No two consortia are alike !!!

Acquisitions and Purchasing rolesMessaging and availability to publicCost sharing formulasRole and influence of central authoritySFX and Metalib use and structureEtc.

Verde’s goal: build in configurability and flexibility within certain basic frameworks.

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Verde Interactions - Link Resolver

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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

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Verde Interoperates

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Direct Staff Access to Link Resolver

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Users See Link Resolver Results Screen

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Real-time SOAP Lookup to Verde

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Verde Interactions –ILS - Aleph

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Verde asks ILS (Aleph)

Versions 16, 17, 18“AskAleph” process

Verde Acquisitions record => ALEPH Order recordVerde Work Expression => ALEPH Bibliographic record

• Retrieves up-to-date information on:a.Order statusb.Invoice statusc.Budget detailsd.Vendor informatione.Coverage

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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

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Ted Koppel

Verde Product Manager

[email protected]

+1.617.332.8800 x601

Thank You!

mailto:[email protected]

Documents

Verde Electronic Resources Management ICOLC - October 2006