新一代開放式電子資源管理系統 A new generation of ERMs : Verde 資深技術顧問 王鐠淋

An E-Resources Management System: The Vision “ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms” - Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Libraries) 2

Have other depart of libraries purchased or considered purchasing this e- resource? Can we share expense? Where is this e-resource request in the acquisitions process? Are there any e-resource test periods I should know about? What are the license restrictions of this e- resource? (Where is the license?) When and how must we renew this license? Common questions librarians will asking when they talking about e-resources 3

What tasks that ERM system will be involved (1) 4

What tasks that ERM system will be involved (2) 5

Verde A new Open ERMs from Ex Libris

What do we mean by Electronic Resources? e-Journals e-Books Reference databases Full-text databases Packages of e-journals Interfaces to e-journals

Why an e-Resource Management System? e-Resources are becoming a primary focus of library activity: e-Resource usage and investment continues to grow Increasing reliance on Web resources by students and other library patrons “24x7” access requires unmediated support and information at the point of use.

Example: e-resources in the Harvard Libraries Portal, 1998 – 2004 Number of resources: +987% Usage: +1370% Expenditure: +530%

and more… e-Resources are more complex in structure and processing than print resources. e-Resources differ in the way libraries: describe acquire manage enable access and support them.

Verde is a tool designed for library staff to manage their e-resources

What Does Verde Address? Relationships, such as: Interfaces, packages and their constituent parts Sharing of interfaces, license terms 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…

What Does Verde Address? Workflows, such as: Trials and evaluations Renewals and cancellations Staff notifications. Verde was designed to put order into the management of e-resources in the library.

Dealing With e-Products StandalonePackage Constituents Interface

Standalones MEDLINE® e-Interface e-Standalone

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

And Multiple Interface Platforms e-Interface e-Constituents Academic Search Elite e-Package Access Z39.50 SRW/SRU Web XML

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

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

Verde Interoperability Staff interface 3 rd party applications OpenURL Web Services (SOAP)

Discovery Trial SelectionAcquisition Access Decision Multi campus or multi-institution Cancel Renew e-Resource lifecycle

ALEPH VerdeSFX ALEPH SFX/MetaLib MetaLib Acquisitions link server OPAC A-Z lists Metasearch Initiation Trial License terms; A cquisitions; Cost activate deactivate activate deactivate activate deactivate PO; Invoice cancel renew noyes Decision

Summary Verde manages electronic collections throughout their entire life cycle. Verde provides tools for collection development decisions and cost analysis for single institutions and consortia. Verde is a standalone product, yet highly interoperable with other applications via Web Services.

Summary Verde is based on open architecture and supports industry standards such as MARC, Unicode, XML, OpenURL and SOAP. Verde adheres to the DLF ERMI model, with additional consortial support and tools for cost analysis.

Live Screens of Verde

Some Screens of Verde

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.

Display License and Administrative Information in SFX Press the button to open an info window, which will display active license details + general information from Verde. For example: Active portfolios with getFullText services, will have a link to Verde. Hardware & software requirements Authorized user definition Digital and print copy terms…

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Verde to ALEPH (on-line) Selecting the icon will activate an online SOAP service that retrieves up-to- date acquisition data from ALEPH.

Verde is very OPEN ….. With SOAP, we can do more for interoperable to any system that is supported SOAP and Web Services. Spydus 8 is fully supported XML and Web Service so that it is possible to work together with Verde …..

Thank you …