1. Verde Migration to Alma Melissa Parent ELUNA 2014

2. RMIT University ©2014 University Library, Library Resources & Access 1 P RE -A LMA Voyager ILMS & OPAC catalogue ; acquisitions information SFX e-resource access ; CKB Primo resource discovery Verde ERMS e-resource administration

3. RMIT University ©2014 University Library, Library Resources & Access 2 V ERDE 101 “…a centralized repository through which all e- resource workflows—acquisitions, trial, usage, cost, access, and administrative data—are managed. Built-in workflow management capabilities enable the library to define consistent and replicable processes, helping staff keep track of task assignments throughout the e-resource life cycle.” ExLibris Group 2014

4. RMIT University ©2014 University Library, Library Resources & Access 3 RMIT’ S V ERDE POSITIVES Administrative information all in one place Easy license management Transparent and navigable e-resource relationships SFX interoperability

5. RMIT University ©2014 University Library, Library Resources & Access 4 RMIT’ S V ERDE LIMITATIONS Workflow management Trials & renewals Acquisition information integration

6. RMIT University ©2014 University Library, Library Resources & Access5 V ERDE ENTITIES Organizations Vendor Licensor Agent Interface provider

7. RMIT University ©2014 University Library, Library Resources & Access 6 V ERDE ENTITIES e-Products Interface Package Constituent Standalone Licenses associated with e-products license terms inheritable

8. RMIT University ©2014 University Library, Library Resources & Access 7 V ERDE RELATIONSHIPS ACM Digital Library Package

9. RMIT University ©2014 University Library, Library Resources & Access8 V ERDE RELATIONSHIPS Interface Package License Constituent Organization License

10. RMIT University ©2014 University Library, Library Resources & Access 9 LOCAL DATA Local data would not be migrated Only CKB-derived/CKB-synched data would be migrated  Duplication of Verde (SFX) to Alma data and Voyager to Alma data?

11. RMIT University ©2014 University Library, Library Resources & Access 11 O RGANIZATIONS *How to define Verde organizations as Alma vendors? Verde Organizations Vendor Licensor Agent Interface provider Alma Vendors Material supplier Access provider Licensor

12. RMIT University ©2014 University Library, Library Resources & Access12 I NTERFACES IN MIGRATION Organization Package Vendor Interface Package Vendor [access provider]

13. RMIT University ©2014 University Library, Library Resources & Access 13 A LMA VENDORS ILMS Acquisitions Module Verde Interfaces Verde Organizations Vendors

14. Vendor - Interface E collection Portfolio RMIT University ©2014 University Library, Library Resources & Access 14 I NTERFACES IN ALMA

15. RMIT University ©2014 University Library, Library Resources & Access 14 E LECTRONIC INVENTORY IN ALMA

16. RMIT University ©2014 University Library, Library Resources & Access 15 A LMA E - RESOURCE RELATIONSHIPS Vendor - Interface electronic collection Portfolio License

17. RMIT University ©2014 University Library, Library Resources & Access 16 A LMA ADVICE Before migration: Tightly sync Verde and SFX if you are an SFX library Considering the Alma Vendor-interface -> package model, which Verde interfaces will you need? (Clean up your ebooks before you migrate) Know how your e-resources are related to each other, including license associations

18. RMIT University ©2014 University Library, Library Resources & Access 17 A LMA ADVICE After migration: Learn how to navigate Alma in a way that shows you the e-resource relationships. Tip: start from vendor, not inventory. Verify relationships before bulk loading e- resource records (particularly for ebooks) Don’t panic! It’s all fixable.

19. RMIT University ©2014 University Library, Library Resources & Access 18 Questions? melissa.parent@rmit.edu.au