新一代開放式電子資源管理系統A new generation of ERMs : Verde

資深技術顧問 王鐠淋

An E-Resources Management System: The Vision

“ A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms”

- Ivy Anderson, Robin Wendler (Harvard University Library) and Ellen Duranceau (MIT Lib

raries)

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Have other depart of libraries purchased or considered purchasing this e-resource? Can we share expense?

Where is this e-resource request in the acquisitions process?

Are there any e-resource test periods I should know about?

What are the license restrictions of this e-resource? (Where is the license?)

When and how must we renew this license?

Common questions librarians will asking when they talking about e-resources

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What tasks that ERM system will be involved (1)

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What tasks that ERM system will be involved (2)

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VerdeA new Open ERMs from Ex

Libris

What do we mean by Electronic Resources?

e-Journals e-Books Reference databases Full-text databases Packages of e-journals Interfaces to e-journals

Why an e-Resource Management System?

e-Resources are becoming a primary focus of library activity: e-Resource usage and investment continues to

grow Increasing reliance on Web resources by

students and other library patrons “24x7” access requires unmediated support and

information at the point of use.

615 8691,288

3,130

4,136

5,329

6,071

0

1000

2000

3000

4000

5000

6000

7000

1998 1999 2000 2001 2002 2003 2004

Example: e-resources in the Harvard Libraries Portal, 1998 – 2004

Number of resources: +987%

Usage: +1370%

Expenditure: +530%

and more…

e-Resources are more complex in structure and processing than print resources.

e-Resources differ in the way libraries: describe acquire manage enable access and support them.

Verde is a tool designed for library staffto manage their e-resources

What Does Verde Address?

Relationships, such as: Interfaces, packages and their constituent parts Sharing of interfaces, license terms 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…

What Does Verde Address?

Workflows, such as: Trials and evaluations Renewals and cancellations Staff notifications.

Verde was designed to put order into the management of e-resources in the library.

Dealing With e-Products

Standalone Package

Constituents

Interface

Standalones

MEDLINE®

e-Interface

e-Standalone

Packages and Constituents

e-Interface

e-constituents (e–journals)

e-Package

And Multiple Interface Platforms

e-Interface

e-Constituents

Academic Search Elite

e-Package

AccessZ39.50 SRW/SRUWeb XML

Interface

Package

Constituent

Access

Licensing

Cost

Trial

Administration

Acquisitions

Usage

e-Product info

Every Level Can Store

Verde KnowledgeBase Structure

CentralKnowledgeBas

e

Local Verde Implementation

GlobalKnowledgeBase

LocalKnowledgeBase

Verde Interoperability

Staff interface

3rd partyapplications

OpenURL

Web Services (SOAP)

Discovery

Trial

Selection Acquisition

Access

Decision

Multi campus or multi-

institution Cancel

Renew

e-Resource lifecycle

ALEPH Verde SFX ALEPH SFX/MetaLib MetaLibAcquisitions link server OPAC A-Z lists Metasearch Initiation

Trial

License terms;

Acquisitions;

Cost

activate activate activate

deactivate deactivate deactivate

activate activate activate

deactivate deactivate deactivate

activate

deactivate

PO;

Invoice

cancel

renew

noyesDecision

Decision

Summary

Verde manages electronic collections throughout their entire life cycle.

Verde provides tools for collection development decisions and cost analysis for single institutions and consortia.

Verde is a standalone product, yet highly interoperable with other applications via Web Services.

Summary

Verde is based on open architecture and supports industry standards such as MARC, Unicode, XML, OpenURL and SOAP.

Verde adheres to the DLF ERMI model, with additional consortial support and tools for cost analysis.

Live Screens of Verde

Some Screens of Verde

Some Screens of Verde

Some Screens of Verde

Update SFX from Verde - Availability

Verde informs SFX about temporary unavailability of e-products according to the availability field in the package level in Verde.

Display License and Administrative Information in SFX

Press the button to open an info window, which will display active license details + general information from Verde. For example:

Active portfolios with getFullText services, will have a link to Verde.

Hardware & software requirements Authorized user definition Digital and print copy terms…

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Verde to ALEPH (on-line) Selecting the icon

will activate an online SOAP service that retrieves up-to-date acquisition data from ALEPH.

Verde is very OPEN …..

With SOAP, we can do more for interoperable to any system that is supported SOAP and Web Services.

Spydus 8 is fully supported XML and Web Service so that it is possible to work together with Verde …..

Thank you …