Welcome to Verde Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced in whole or in part without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. Ex Libris Ltd., 2008 2 1
Training Objectives Training shall enable you to know Verde data structure and workflows judge workflows: which best suit your library s needs? After the training you will get acquainted with working in Verde discuss Verde workflows and customization customize Verde to suit your needs import SFX data to production instance switch to production 3 Training Introduction Welcome to Verde Core Training Initial training in Verde Introduces Verde structure, elements, overall Life Cycle Establishes key concepts for later Functional Training 4 2
Session Organization Presentation Demonstration Training exercises 5 Training Materials and Resources Presentation recordings Presentation hand-outs Training exercises Supplemental resources 6 3
The Places We ll Explore Together 1. Welcome to Verde 2. Verde interfaces and GUI conventions 3. Verde data structure, attributes and inheritance 4. Libraries and organizations 5. Verde system elements, part 1 6. E-Product Life Cycle 7 Training Agenda Overview 1. Welcome to our first look at Verde Verde overview Benefits and uses of Verde to manage your library s e-collections and e-resources What are Electronic Resources? What is needed to control and track e-resources? What is an e-resource Management (ERM) System? 8 4
What Are Electronic Resources? e-journals e-books Reference databases Full-text databases Packages of e-journals Interfaces to e-journals 9 Why an ERM System? e-resources become primary focus of library activity: Growing usage and investment Increasing reliance on Web resources Demand for 24x7 access They are more complex than print resources: Acquisition / licensing Description and management Access and support 10 5
Karolinska Institutet (large medical university in Stockholm, Sweden) Spendings on print / e-resources GBP 2000 1800 1600 1400 1200 1000 800 600 400 200 0 2003 2004 2005 2006 Year Print Electronic 11 Karolinska Institutet Acquisition of print resources as measured in meters of shelf-space 250 200 Meters 150 100 50 0 2003 2004 2005 2006 2007 Year 12 6
e-resources - Challenges Complex and complicated market Who s offering what? What are the contents of certain packages? Vendors sell / buy journals High efforts to keep market overview Highly complex license schemes Which terms cover which title? Problematic archiving / perpetual rights Access after cancellation? 13 e-resources - Challenges Complex workflows with e-journals: Trial Cooperate with selectors and faculty Communicate decision making Licensing Document negotiations, communicate decisions Renewal Advance notification periods Cancellation terms 14 7
What Do You Find in Verde? Largest KnowledgeBase in the market Focal point for e-resource management in library Trials and evaluations Lifecycle workflows Interoperability Aleph/Voyager SFX Data structure according to DLF ERMI 15 Training Agenda Overview 1. Welcome to our first look at Verde Verde overview Benefits and uses of Verde to manage your library s e-collections and e-resources How are e-collections structured in Verde? What is the e-product hierarchy? What are key terms in Verde? 16 8
What Does Verde Address? Relationships, such as: Interfaces, packages and their constituent parts Sharing of interfaces, license and business terms Information, such as: License permissions and constraints User IDs, passwords and administrative info Contacts for support and troubleshooting Cancellation terms and restrictions 17 Dealing With e-products Interface Standalone Package Constituents 18 9
Standalones e-interface MEDLINE e-standalone 19 Packages and Constituents e-interface e-package e-constituents (e journals) 20 10
Every Level Can Store Interface Package Constituent e-product info Acquisitions Licensing Access Administration Trial Cost Usage 21 Summary ERM system to cope with increasing challenges e-products in Verde Interface Standalone Package e-constituents Attributes (licenses) on every level built-in workflows DLF ERMI standard Have questions? Please note them for discussion! 22 11
The Places We ve Been & Yet To See 1. Welcome to Verde 2. Verde interfaces and GUI conventions 3. Verde data structure, attributes and inheritance 4. Libraries and organizations 5. Verde system elements, part 1 6. E-Product Life Cycle 23 Thank You! 24 12