1. Welcome Verde 2.0 A Sneak Preview March 16, 2006 We will start at 2:00 PM EST Don’t Go Away… Ted Koppel, Verde Product Manager Heidi Trockman, Marketing Manager, Moderator

2. Verde 2.0: a Sneak Preview General Information Audience size and composition: who are we? Agenda for the Webinar Click ENLARGE button on the screen Question box to send questions or problems Question and Answer session at end Survey to be sent March 20: please respond Recording will be available in ~1 week; URL will be sent to all those registered

3. Verde 2.0 A Sneak Preview Ted Koppel, Verde Product Manager March 16, 2006

4. Verde 2.0: a Sneak Preview Webinar plan Status of Version 2.0 Roles Based Authentication and Tasks Workflow Management Verde Tasks and Alerting Copy and Paste License Attachment Uploads Multi-instance searching Reports and Batch Task scheduling Local product Wizard Incident and Breach Logging

5. Verde 2.0: a Sneak Preview Status Development is complete Testing taking place in Boston and Jerusalem Release scheduled for March 31 to Version 2.0 early adopters

6. Verde 2.0: a Sneak Preview What’s that ‘(en)’ on every screen? Foreign language structure allows testing of different scripts. Visible for testing only.

7. Verde 2.0: a Sneak Preview Verde’s approach to Workflow Workflow Engine (task manager) Alerts and E-mail Roles assigned and tasks allowed

8. Verde 2.0: a Sneak Preview Workflow 1 – Admin – User setup

9. Verde 2.0: a Sneak Preview Add User details User role selector Profile creator Instance

10. Verde 2.0: a Sneak Preview User can have multiple roles

11. Verde 2.0: a Sneak Preview User profiles

12. Verde 2.0: a Sneak Preview User Profile popup window – select a profile

13. Verde 2.0: a Sneak Preview Select the profile

14. Verde 2.0: a Sneak Preview User record shows user’s profile(s)

15. Verde 2.0: a Sneak Preview Permissions – what you have authority to do 65 pre-defined tasks; user configurable

16. Verde 2.0: a Sneak Preview Permissions granted

17. Verde 2.0: a Sneak Preview Review: Roles, Profiles, and Permissions Roles: High Level functions that you are assigned (License Manager, Webmaster, Reports person). Used by Workflow Alerts to notify appropriate staff Permissions: Specific tasks/duties that you have permission to perform (given by your administrator) Profiles: Groups of permissions (arbitrarily) bunched together and used by administrator to save time

18. Verde 2.0: a Sneak Preview Workflow 2 – Starting the workflow engine One way … by setting up and approving a trial

19. Verde 2.0: a Sneak Preview Trial record

20. Verde 2.0: a Sneak Preview Trial approved – ignites the workflow

21. Verde 2.0: a Sneak Preview Workflow records created

22. Verde 2.0: a Sneak Preview Workflows are made up of tasks

23. Verde 2.0: a Sneak Preview Click on task for information to complete A library ’ s workflow task can be as easy as a yes/no or as complex as completing a license record.

24. Verde 2.0: a Sneak Preview Finishing one task triggers another

25. Verde 2.0: a Sneak Preview As tasks are completed …

26. Verde 2.0: a Sneak Preview … one leads to another …

27. Verde 2.0: a Sneak Preview Workflow and task review Verde ships with three workflows Acquisitions Licensing Renewal Each workflow has several tasks pre-defined All workflows and tasks can be configured by the customer

28. Verde 2.0: a Sneak Preview Workflow and task review (2) Tasks can be internal or external to Verde Internal: complete acquisitions record and approve it External: send copy of license to Attorney Libraries can add up to 10 additional tasks for each workflow Additional default workflows will be added as libraries identify their needs

29. Verde 2.0: a Sneak Preview Verde Tasks – alerting me what to do

30. Verde 2.0: a Sneak Preview Reminding me what I have completed

31. Verde 2.0: a Sneak Preview And, based on my Role, offering other tasks

32. Verde 2.0: a Sneak Preview Administrators can reassign staff

33. Verde 2.0: a Sneak Preview Copy and Paste Attribute Data From one level to another (Interface to Package or Constituent) From one Package to another One copy/paste per attribute *Most useful* for license attribute Does not carry dates across copy/paste

34. Verde 2.0: a Sneak Preview Record that we are copying from

35. Verde 2.0: a Sneak Preview Next, move to target attribute and paste

36. Verde 2.0: a Sneak Preview New attribute record is created

37. Verde 2.0: a Sneak Preview New record is pasted in place

38. Verde 2.0: a Sneak Preview Examine what’s stored on clipboard

39. Verde 2.0: a Sneak Preview New record wizard Fast, prompted method of adding new local records to Verde KnowledgeBase Replaces previous 12-13 step process Result of wizard: New work record(s): package and interface New interface e-product record New package e-product record All linked together as a logical group

40. Verde 2.0: a Sneak Preview Wizard for adding new local records

41. Verde 2.0: a Sneak Preview Add package title

42. Verde 2.0: a Sneak Preview Enter required information

43. Verde 2.0: a Sneak Preview Browse for interface to attach package

44. Verde 2.0: a Sneak Preview Browse for interfaces, then select

45. Verde 2.0: a Sneak Preview Found the interface

46. Verde 2.0: a Sneak Preview All through! Work, Interface, Package created

47. Verde 2.0: a Sneak Preview Upload an attachment to the license Any level e-product record Multiple documents can be stored per record.DOC,.XLS,.PDF and similar file types Stored as part of Unix/Linux file system

48. Verde 2.0: a Sneak Preview License screen hasn’t changed …

49. Verde 2.0: a Sneak Preview … ‘Add file’ icon a bottom of description tab

50. Verde 2.0: a Sneak Preview Popup window to find file

51. Verde 2.0: a Sneak Preview File is found

52. Verde 2.0: a Sneak Preview File appears on list, can be edited/deleted

53. Verde 2.0: a Sneak Preview Search/retrieval changes Single instance: Local or Global checkbox Multi-instance: One, Some, All, +/- Global New column displays holdings

54. Verde 2.0: a Sneak Preview Verde main screen - changes Libraries that hold item Changed order Find + Right Click Choose language

55. Verde 2.0: a Sneak Preview Verde KnowledgeBase search

56. Verde 2.0: a Sneak Preview Right click to invoke menu

57. Verde 2.0: a Sneak Preview Search 1 instance plus CKB

58. Verde 2.0: a Sneak Preview CKB Search returns more e-products

59. Verde 2.0: a Sneak Preview Multiple instances retrieved

60. Verde 2.0: a Sneak Preview Breach and incident logs

61. Verde 2.0: a Sneak Preview History of breaches/incidents

62. Verde 2.0: a Sneak Preview Quick looks: enhanced job scheduler

63. Verde 2.0: a Sneak Preview Quick looks: batch job management

64. Verde 2.0: a Sneak Preview Quick looks: More reports, tasks, etc.

65. Verde 2.0: a Sneak Preview Recap: Version 2.0 major features Roles Based Authentication and Tasks Workflow Management Verde Tasks and Alerting Copy and Paste License Attachment Uploads Multi-instance searching Reports and Batch Task scheduling Local product Wizard Incident and Breach Logging

66. Verde 2.0: a Sneak Preview Questions & Answers Thank you for your interest For more information, contact: Ted Koppel ted@exlibrisgroup.com Or your Ex Libris sales executive