1. 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.

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. Example: Ask Verde Results
For example, these are the results of Ask Verde according to ISSN:

9. 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.

10. 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

11. 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

12. 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:

13. 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

14. 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

15. 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

16. 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

17. Thank You!