verde electronic resources management icolc - october 2006
DESCRIPTION
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. - PowerPoint PPT PresentationTRANSCRIPT
Verde Electronic Resources Management
ICOLC - October 2006
Ted KoppelVerde Product Manager, Ex Libris
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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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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
+1.617.332.8800 x601
Thank You!