1. Verde Electronic Resources Management ICOLC - October 2006 Ted Koppel Verde Product Manager, Ex Libris

2. 2 ICOLC Rome October 2006 Agenda What is Verde? Verde Pricing Model Technical Overview Current Customers Version Status Consortial Models Verde Interoperablity Q & A

3. 3 ICOLC Rome October 2006 What is Verde?

4. 4 ICOLC Rome October 2006 Verde’s goals Provide a tool for effectively managing the library’s increasing investment in electronic products throughout the product lifecycle, from evaluation, selection, and acquisition to renewal, cancellation, and perpetual access While at the same time sharing with and supplying data to other library management systems to provide an interoperable and efficient management platform Keeping in mind the unique structures, needs and requirements of library consortia

5. 5 ICOLC Rome October 2006 Verde Features and Differentiators Standalone application Adherence to DLF Specification; additional functionality for consortia Comprehensive KnowledgeBase, more than 700,000 electronic products Powerful, customizable workflows for libraries to efficiently manage staff and processes

6. 6 ICOLC Rome October 2006 Verde Features and Differentiators Designed and built for Consortia: cross-institution search and retrieve, permissions, rights Designed for interoperability with other applications: SOAP, web services Powerful, customizable workflows for libraries for efficient process control Role based authentication and authority

7. 7 ICOLC Rome October 2006 Features and Differentiators Three dimensional approach to ERM: Three hierarchical levels of management Nine management areas or attributes Historical management records over time

8. 8 ICOLC Rome October 2006 Verde Pricing Model

9. 9 ICOLC Rome October 2006 Pricing factors Consortia + Basic Server Application License + Number of instances (sliding scale) + Number of Concurrent users (Edit/Read Only) + Oracle embedded license + Consulting, training, additional services + KnowledgeBase Maintenance Fee -Multiple product discount -Other discount factors

10. 10 ICOLC Rome October 2006 Verde Technical Overview

11. 11 ICOLC Rome October 2006 General information Java/JBoss platform Embedded Oracle (enterprise) database Standalone application or ASP Runs on Red Hat Linux 3 and 4 Solaris 9 and 10 Can co-exist with other Ex Libris applications (SFX, MetaLib) on same server Can split Application and Database for large installations

12. 12 ICOLC Rome October 2006 Interface StandalonePackage Constituents (e-journals, e-books) 12 Print Hierarchical Data Structure Based On e-Product

13. 13 ICOLC Rome October 2006

14. 14 ICOLC Rome October 2006 Lower levels inherit Interface Package Constituent Access Licensing Costs Trial Use Administration Acquisitions Usage e-Product info Workflow

15. 15 ICOLC Rome October 2006

16. 16 ICOLC Rome October 2006

17. 17 ICOLC Rome October 2006 Verde Architecture Staff interface 3 rd party applications OpenURL Web Services (SOAP) 17 Other ILS

18. 18 ICOLC Rome October 2006 Verde’s approach to Workflow Workflow Engine (task manager) Alerts and E-mail Roles assigned and tasks allowed

19. 19 ICOLC Rome October 2006 Library defined steps complete workflow

20. 20 ICOLC Rome October 2006 Verde Current Customers

21. 21 ICOLC Rome October 2006 Verde Customers – Individual Institutions 64 Sales as of August 2006 China Tsinghua University (III) Denmark Novo-Nordisk Spain Residencia de Estudiantes (Ex Libris) Universidad de Navarro (III) Switzerland Hoffman-La Roche Ltd. United Kingdom Cranfield University (SirsiDynix) Liverpool John Moores University (Ex Libris) Nottingham Trent University (Ex Libris) University of Nottingham (Ex Libris)

22. 22 ICOLC Rome October 2006 Verde Customers – Individual Institutions United States Bristol Myers-Squibb Centers for Disease Control & Prevention (Endeavor) Villanova Univ (Endeavor) Memorial Sloan-Kettering Cancer Center (III) Southern Adventist University (Ex Libris) University of Iowa (Ex Libris) Vanderbilt University (SirsiDynix) Virginia Commonwealth University (Ex Libris) Yale University (Endeavor) …. Several others not yet announced …

23. 23 ICOLC Rome October 2006 Verde Customers - Consortia California Digital Library (Various) 11 Sites Five Colleges Consortia (Ex Libris) 5 Sites Florida Center for Library Automation (Ex Libris) 20 sites KOBV –Kooperativer Bibliotheksverbund Berlin-Brandenburg (German: Cooperative Library Network Berlin-Brandenburg) Ontario Council of University Libraries (Various) 14 Sites University of Maryland System (Ex Libris) 17 Sites HeBIS-Konsortium – Hesse Region, Germany

24. 24 ICOLC Rome October 2006 Verde Current Status

25. 25 ICOLC Rome October 2006 Status of Version 2 Released in June 2006 Introduced ERM Workflow manager Local Product Wizard Copy/Paste and Upload Multiple instance search and display Verde 2.0 SP2 September: Enhanced SFX interaction Enhanced consortium searching

26. 26 ICOLC Rome October 2006 Version 3, planned for Q2-2007 Statistical package SUSHI retrieval Vertical and horizontal calculation Integration of cost per package; cost per e-title Instance and consortial totals Advanced (sophisticated) search Multi-variable, conditional queries across attributes and levels Search set and result set storage SFX -> Verde KnowledgeBase unification Cross-consortium workflow

27. 27 ICOLC Rome October 2006 Verde Consortial Models

28. 28 ICOLC Rome October 2006 Parallel Consortium Model 1 2 3 4 5

29. 29 ICOLC Rome October 2006 Parallel Model Share the same server(s) Share the same Oracle installation But … Each instance has its own configurations, users Secure ‘walls’ between instances Almost complete autonomy if desired May allow read-only access if desired “Good fences make good neighbors”

30. 30 ICOLC Rome October 2006 Top-down model (central authority) 1 2 3 4 5 Central management of some sort

31. 31 ICOLC Rome October 2006 Top-down management Many different flavors Central authority can be purchasing agent (and bill back for costs) funding agent Hardware/software host Database quality – consistency manager Various combinations of the above

32. 32 ICOLC Rome October 2006 Hybrid top down model 1 2 3 4 5 Central management of some sort 6A 6B 6C

33. 33 ICOLC Rome October 2006 Hybrid top down or hybrid parallel Central may directly manage certain smaller libraries or subsets of institutions Larger libraries act as normal top down or parallel entities

34. 34 ICOLC Rome October 2006 No two consortia are alike !!! Acquisitions and Purchasing roles Messaging and availability to public Cost sharing formulas Role and influence of central authority SFX and Metalib use and structure Etc. Verde’s goal: build in configurability and flexibility within certain basic frameworks.

35. 35 ICOLC Rome October 2006 Verde Interactions - Link Resolver

36. 36 ICOLC Rome October 2006 Interaction with Link Resolver (SFX) Delivers License and Permission information to the Link Resolver for display to the researcher Updates with new targets and activations

37. 37 ICOLC Rome October 2006 Verde Interoperates

38. 38 ICOLC Rome October 2006 Direct Staff Access to Link Resolver

39. 39 ICOLC Rome October 2006 Data synch from Verde to Link Resolver E-product management takes place in Verde If Link Resolver (SFX) record needs to be updated, the changed Verde record is marked. (Usually activations/deactivations) At intervals, Verde exports all marked records to Link Resolver for processing

40. 40 ICOLC Rome October 2006 Users See Link Resolver Results Screen

41. 41 ICOLC Rome October 2006 Real-time SOAP Lookup to Verde

42. 42 ICOLC Rome October 2006 Verde Interactions – ILS - Aleph

43. 43 ICOLC Rome October 2006 Verde asks ILS (Aleph) Versions 16, 17, 18 “AskAleph” process Verde Acquisitions record => ALEPH Order record Verde Work Expression => ALEPH Bibliographic record Retrieves up-to-date information on: a.Order status b.Invoice status c.Budget details d.Vendor information e.Coverage 43

44. 44 ICOLC Rome October 2006 44

45. 45 ICOLC Rome October 2006 ILS asks Verde: Real-time “Ask Verde” services Direct link from ALEPH GUI to Verde Acquisition record, via Acquisition number or print order number Direct link from ALEPH GUI to Verde eProduct record Display (in ALEPH) of up-to-date information from Verde eProduct and any of its entities Display (in ALEPH) of up-to-date information from Verde acquisition record 45

46. 46 ICOLC Rome October 2006 46

47. 47 ICOLC Rome October 2006 Ted Koppel Verde Product Manager ted@exlibris-usa.com +1.617.332.8800 x601 Thank You!