Update SFX from Verde - Availability Verde informs SFX about temporary unavailability of e-products according to the availability field in the package level in Verde.

Presentation Agenda General overview License management demo: staff interface, search & retrieval License management inheritance package  title workflow Trial management trial participants alerts Interoperability SFX: ongoing synchronization  DEMO ALEPH: online / batch Verde consortial functionality

Summary drive SFX activation through Verde Localization initial load of SFX holding into Verde Link from Verde to SFX check SFX when working in Verde Synchronisation drive SFX activation through Verde SFX i-button provide license information to end-users Time for questions

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

Interoperability with Aleph Verde and Aleph communicate with each other in a number of ways: Online interaction goes both ways Batch loads from ALEPH to Verde

Online Interaction with Aleph Aleph to Verde Ask Verde: obtain details stored only in Verde (price cap, inflation rate, cancellation restrictions) Jump to Verde: from ACQ or Cataloging modules Verde to Aleph Ask Aleph: display Aleph acquisition data (obtain up to date invoice and budget information) Update Aleph: create new orders and bib records, and update order status to cancelled

example: Aleph to Verde - Ask Verde Select ALEPH > External Services > Verde to open a summary of the acquisition + e-product data from Verde: ALEPH Verde ALEPH query XML/XSL

Example: Ask Verde Results For example, these are the results of Ask Verde according to ISSN: 0090-0036

Jump to Verde Open an active Verde session from ALEPH Cataloging or ACQ client The ALEPH record should have one of the following: ERM ID (Verde acquisition number) Verde e-product code ISSN/eISSN (or ISBN/eISBN) or title field ALEPH purchase order number entered to Verde acquisition record.

Jump to Verde Retrieve Aleph bibliographic or order record Select ALEPH > External Services > Verde Admin to open an active Verde session. Next: Verde to ALEPH

Verde To Aleph: What can Verde do? Verde can retrieve online information from ALEPH and send ALEPH online updates: Display ALEPH acquisition data Update ALEPH orders Create new ACQ and BIB records

Display ALEPH ACQ data in Verde Retrieve a Verde acquisition record Enter ALEPH Order Number into the Purchase Order Number field An ALEPH icon will appear (if connection to ALEPH is configured) Press the ALEPH button:

Verde to ALEPH – Update Aleph Order ALEPH order records can be updated from Verde: Create a new ALEPH order Cancel ALEPH order This button appears when there's a record in Aleph

From Aleph to Verde – Batch Processes What can you load to Verde? Organizations (Aleph vendors) Electronic resources acquisition records Print subscriptions and attached acquisitions records The initial load will create e-print records with associated acquisition information

Summary Online from Aleph to Verde Ask Verde Jump to Verde both from ACQ and Cataloguing modules Online from Verde to Aleph Ask Aleph create Aleph orders and bib records cancel orders Batch loads from Aleph to Verde vendors acq records Time for questions

Presentation Agenda Consortial functionality  after lunch break General overview demo: staff interface, search & retrieval License management inheritance package  title workflow Trial management trial participants alerts Interoperability SFX: initial load / ongoing synchronization ALEPH: online / batch Consortial functionality  after lunch break

Thank You! gudula.holzheid@exlibrisgroup.com