Verde An Introduction to the New Version and Beyond IGELU, September 2006

1. Verde An Introduction to the New Versionand BeyondIGELU, September 2006 Ted Koppel Verde Product Manager, Ex Libris

2. Agenda • Brief introduction / review of Verde and its architecture • Current status of product • Verde Version 2 • Some words about Consortia • ERM standards relevant to Verde • Future plans for Verde • Short Demonstration of version 2 • Q&A IGELU 2006

3. Hierarchical Data Structure Based On e-Product Interface Print Standalone Package Constituents (e-journals, e-books) IGELU 2006 3

4. e-Product info Lower levels inherit Acquisitions Interface Access Licensing Package Workflow Costs Trial Use Constituent Administration Usage IGELU 2006

5. 3rd party applications Web Services (SOAP) Verde Architecture Other ILS OpenURL Staff interface IGELU 2006 5

6. Verde – Overview of Customer Base IGELU 2006

7. 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) IGELU 2006

8. Verde Customers – Individual Institutions • United States • Bristol Myers-Squibb • Centers for Disease Control & Prevention (Endeavor) • Villanova Univ • Univ of Minnesota (Ex Libris) • Massachusetts Institute of Technology (Ex Libris) • 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) IGELU 2006

9. 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 – Berlin (Various) • Ontario Council of University Libraries (Various) • 14 Sites • University of Maryland System (Ex Libris) • 17 Sites IGELU 2006

10. Version 2 IGELU 2006

11. Status of Version 2 • Released in June 2006 • Verde 2.0 SP2 September: • Enhanced SFX interaction • Enhanced consortium searching • Several new version 2 installations in August; many more in September. • Included migration scripts for current customers IGELU 2006

12. Major Enhancements in Version 2 IGELU 2006

13. Verde Product Roadmap • Version 1.0 (August 2005) • Version 1.1 (November 2005) • Version 2.0 (June 2006) • Service packs • Next major release: planned Q2-2007 • ERM is a rapidly evolving environment IGELU 2006

14. Version 2 major enhancements • Role Based Authentication, Task Permissions, and Profile Assignment • 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 • Non-Roman language display IGELU 2006

15. Verde’s approach to Workflow Workflow Engine (task manager) Roles assigned and tasks allowed Alerts and E-mail IGELU 2006

16. Workflows and tasks • Verde ships with three workflows • Acquisitions • Licensing • Renewal/Review • Each workflow has several tasks pre-defined • All workflows and tasks can be configured by the customer IGELU 2006

17. Place in workflow illustrated dynamically IGELU 2006

18. 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 IGELU 2006

19. 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 IGELU 2006

20. 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 automatically open (depends on your system) • Stored as part of Unix/Linux file system IGELU 2006

21. Search/retrieval changes • Single instance: Local or Global checkbox • Multi-instance: One, Some, All, +/- Global • New column displays holdings • Consortium navigation IGELU 2006

22. Breach and incident logs IGELU 2006

23. Consortial Models IGELU 2006

24. Parallel Consortium Model 1 2 3 4 5 IGELU 2006

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

26. Top-down model (central authority) Central management of some sort 1 2 3 4 5 IGELU 2006

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

28. Hybrid top down model Central management of some sort 6A 1 2 3 4 5 6B 6C IGELU 2006

29. 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 IGELU 2006

30. 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. IGELU 2006

31. Verde version 2 Consortial Features • In top-down model • Master database of all holdings, all instances • Ability to search one, all, or any combination of instances, + or – GKB, in one operation • Ability to see merged (automatically deduplicated) results labeled with instance(s) that own specific e-journals • Ability to jump from one instance’s holdings to another without having to re-execute search IGELU 2006

32. Verde is Built on Standards IGELU 2006

33. Standards to be aware of • Digital Library Federation Electronic Resources Management Initiative Specification (DLF-ERMI) • Published 2004 • Specifies Data elements, functions, interrelationships • Revision / expansion began 2006 • COUNTER (Counting Online User NeTwork Electronic Resources) • Defines data elements and XML format for usage statistics collection and distribution • 7+ reports detailing different statistical measures IGELU 2006

34. Standards in Process • SUSHI (Standardized Usage Statistics Harvesting Initiative) • Web service; describes protocol for request and receiving COUNTER-format statistics from publishers • Development continues. DSFTU status mid-September. • Members: ILS Vendors, subscription agents, content providers • License Expression Working Group • Goal: to develop a single standard for the exchange of license information between publishers and libraries • Led by DLF/ERMI2 and EDItEUR; 60+ members • Builds on ONIX schemas • First draft: Late 2006 or early 2007 IGELU 2006

35. Verde – The Future IGELU 2006

36. Things change ! • Features in this section of the presentation are not final • This presentation shows the directions and expectations of where Verde will go. • Comments, ideas, user suggestions are always welcome • ERM as an industry is constantly evolving. IGELU 2006

37. Version 3 top areas of planning • Verde with SFX • Statistics – usage calculations, money management, cost per use, SUSHI, etc. • Productivity tools: Advanced (power) search, search history, saved searches, result sets, etc. • CJK Search, Retrieve, Sort • KB Enhancement with A&I databases names IGELU 2006

38. Verde and SFX combination • Share single KB – no need for complex activation rules, double work updating, etc. • Very much a work in progress • (Weekly planning & coordination meetings) IGELU 2006

39. Statistics and Usage • SUSHI for retrieval of publisher statistics • Enhancements in Verde ACQ area for currency management, payments, invoicing and cost numbers • Accept COUNTER, SFX, Scholarly Stats and other XML data sources • Create data store with financial information IGELU 2006

40. Usage • Ability to create usage statistics by interface and package (vertical) and also by title across packages (horizontally) • Ability to combine financial data to calculate cost per user, cost per title, cost per package • Decision support for libraries • Cross-consortial calculations as well IGELU 2006

41. CJK and language support • Multi-Language Support • Underlying structure in version 2 • Need to add sorting and searching input to support these languages • Will build on Aleph and SFX knowledge IGELU 2006

42. Tools for Productivity - Search • Advanced or sophisticated search – multiple variables entered online • Searches can be saved and re-executed weekly/monthly • Results returned in named result sets which can be saved across sessions • Will require some additional indexing IGELU 2006

43. Consortia • Consortium Functionality • Voting mechanism • Group roles for cross-instance editing and function • Cost splitting and billing • License and SOAP responses based on incoming IP address • Additional cross instance reporting IGELU 2006

44. Thank You! Ted Koppel Verde Product Manager ted@exlibris-usa.com +1.617.332.8800 x601 IGELU 2006