1 What Do You Find in Verde? Largest KnowledgeBase in the market Focal point for e-resource management in library Trials and evaluations Lifecycle workflows Interoperability Aleph/Voyager SFX Data structure according to DLF ERMI

2 What Does Verde Address? Relationships, such as: Interfaces, packages and their constituent parts Sharing of interfaces, license and business terms Information, such as: License permissions and constraints User IDs, passwords and administrative info Contacts for support and troubleshooting Cancellation terms and restrictions…

3 Dealing With e-Products StandalonePackage Constituents Interface

4 Standalones MEDLINE® e-Interface e-Standalone

5 Packages and Constituents e-Interface e-constituents (e–journals) e-Package

6 Interface Package Constituent Acces s Licensin g Cost Trial Administratio n Acquisition s Usag e e-Product info Every Level Can Store

7 Summary ERM system to cope with increasing challenges e-Products in Verde Interface Standalone Package e-Constituents Attributes (licenses) on every level built-in workflows DLF ERMI standard Time for questions

8 Presentation Agenda 1.General overview demo: staff interface, search & retrieval 2.License management inheritance package  title workflow 3.Trial management trial participants alerts 4.Interoperability SFX: initial load / ongoing synchronization ALEPH: online / batch 5.Verde consortial functionality

9 Presentation Agenda 1.General overview demo: staff interface, search & retrieval 2.License management inheritance package  title workflow 3.Trial management trial participants alerts 4.Interoperability SFX: initial load / ongoing synchronization ALEPH: online / batch 5.Verde consortial functionality

10 License Records store information describing the legal agreement between library and vendor can exist on any level of the e-product hierarchy

11 Access Attribute Inheritance License

12 Attribute Inheritance e-products inherit attributes from higher- level e-products constituent from package package from interface standalone from interface

13 The e-Product Screen Attribute Menu Work Area

14 Attribute Menu + Attribute List Display and edit local records Display and view inherited records Links to available attributes

15 Attributes are inherited only when the e-resource does not have an attribute of its own. constituent has its own license record package’s license record is not inherited Attribute Inheritance

16 License Attribute Inheritance License

17 License Description contains general information, e.g. Status Dates Licensor and licensee Renewal type etc… Status Approved  active l icense record

18 License Terms detailed information, e.g. Perpetual rights ILL terms Copying terms Licensor and termination obligations

19 Attach License File files can be of any format multiple files can be attached

20 Workflow Series of tasks performed to achieve a particular result Task: specific action Workflow guides users through tasks 3 built-in workflows: License Acquisition Review and Renew

21 Finding the Current Step To find the current step in the workflow, press the workflow icon in the workflow list: The workflow diagram opens, with the step highlighted in red:

22 Workflow and Users Users are notified about tasks according to roles and optional related library e.g. Role Licensor  task Create a license record Related library Biology Library  role- appropriate tasks for e-products sponsored by Biology Library

23 Verde Tasks Module Area to view tasks waiting for action accept tasks or release them no need to access KB Manager, perform searches etc.

24 Summary Attributes inheritance from higher to lower level e-product License terms according to DLF Workflow document license negotiations coordinate among user groups Verde tasks module Time for questions

25 Presentation Agenda 1.General overview demo: staff interface, search & retrieval 2.License management inheritance package  title workflow 3.Trial management trial participants alerts  DEMO 4.Interoperability SFX: initial load / ongoing synchronization ALEPH: online / batch 5.Verde consortial functionality

26 Presentation Agenda 1.General overview demo: staff interface, search & retrieval 2.License management inheritance package  title workflow 3.Trial management trial participants alerts 4.Interoperability SFX: initial load / ongoing synchronization ALEPH: online / batch 5.Verde consortial functionality

27 Verde KnowledgeBase Structure Central KnowledgeBase Local Verde Implementation Global KnowledgeBase Local KnowledgeBase

28 Verde KnowledgeBase - Content Subset of the larger SFX KB Contains Most of the SFX Targetservices Majority of SFX Targets No Fulltext targets are used if they have one of the following services getBookReview getAbstract TOC

29 Interoperability Elements Work (for e-Constituent and e-Standalone) Object (ISSN, ISBN, …) e-InterfaceInterface e-PackageTarget / Target Service e-ConstituentObject Portfolio e-StandaloneObject Portfolio e-Print- Institute

30 Verde SFX Interoperability Localization reflect SFX holdings in Verde Link from Verde to SFX OpenURL: direct link to resource Deeplink: link to SFX admin module Synchronization update SFX from Verde i-button in SFX display license and admin information stored in Verde on the SFX menu Access attribute in Verde display access information stored in SFX

31 Loading SFX holdings to Verde Library creates an extract of its SFX database: active getFullText services Ex Libris imports extract to Verde’s local KnowledgeBase

32 Link to SFX Resource (OpenURL) Verde uses OpenURL to link to an active resource icon available from results screen package list e-product summary screen.

33 SFX i-button Press the button to open an info window, which will display active license details + general information from Verde. For example: Hardware & software requirements Authorized user definition Digital and print copy terms…

34 Update SFX from Verde Activation and deactivation local coverage SFX threshold activation from / to in Verde Snapshot in SFX Resource unavailable temporary unaivalable  ‘Site down’