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The Verde Implementation Project

The Verde Implementation Project. Presenter: Charles Woods, on behalf of the Verde Implementation Team : Linda Day, Wayne Johnston, Don Hamilton, Greg Sennema, Carol Stephenson, Debbie Tytko . Agenda. Goal of the Verde Implementation project What is an ERM system

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The Verde Implementation Project

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  1. The Verde Implementation Project • Presenter: Charles Woods, on behalf of the Verde Implementation Team: • Linda Day, Wayne Johnston, Don Hamilton, Greg Sennema, Carol Stephenson, Debbie Tytko

  2. Agenda • Goal of the Verde Implementation project • What is an ERM system • What is Verde • Background to the selection process • Components of the Verde Implementation Project • A brief demo • Resources • Questions

  3. Goal of The Verde Implementation Project • Simply put, the mandate of the Verde Implementation Group is to,“…oversee the acquisition, installation and configuration of the Verde ERM system; local programming to supplement the product; and staff training.”  • …and by December, too!

  4. Sometimes it helps to sit down and think about the problem: What are we talking about?

  5. What is Electronic Resource Management? • Electronic Resource Management (ERM) is a term that refers to the practice of managing data and metadata about electronic resources acquired by libraries.

  6. ERM (continued) • What information is managed? • Electronic Resource Management systems manage data about: • e-resource trials • the process of getting a license agreement negotiated and signed • the content of the signed license agreement, such as usage restrictions • the URL of the e-resource • the location of the license agreement itself or a digital copy • acquisition of the e-resource, such as subscription periods, invoices, and payment information • contact information with the publisher or vendor • usage • access problems

  7. What is Verde? • Verde is the ERM system written and managed by ExLibris • Part of the ExLibris approach to Unified Resource Management – the creation of an ILS that manages materials no matter the format • a module that integrates with the overall information architecture of the traditional ILS, and with new information-discovery tools

  8. Background • OCUL-ERM review in 2005 (including Linda Day, Nick Dobbin and Charles Woods) which inventoried needs and assessed vendor products, and made a qualified recommendation for Verde • TUG ERM Group, Phase 1 (Fall ‘06) • Inventory of TUG ERM needs, and assess state of ERM technology • Core recommendation: replace the current TUG ERM system with a state-of-the art ERM system • TUG ERM Group, Phase 2 (Spring ‘07) • Match local requirements with available systems and recommend a choice • Core recommendation: acquire and install 3 instances of Verde, one each for Guelph, Laurier and Waterloo, on the OCUL Verde server

  9. Members of the Verde Implementation group • Linda Day and Wayne Johnston of the University of Guelph • Don Hamilton and Greg Sennema of Wilfred Laurier University, and now Carol Stephenson • Debbie Tytko and Charles Woods of the University of Waterloo. • …and a cast of hundreds! • …and Screechy Scaly

  10. TUG Requirements that had to be met… • Acquire a system scalable to the demands of electronic resource management, no matter the media • Reduce or eliminate redundant record maintenance amongst the ERM, SFX and TRELLIS systems • Acquire a system that supports staff workflows and the natural life cycle of an electronic resource from trial through to evaluation and selection, acquisitions and purchase, and ultimately into production • Acquire a system that better integrates with our ILS system, SFX, and Scholars Portal

  11. Why Verde? • Verde was recognized as best-of-class by the OCUL and TUG review groups, and by your participation in the vendor demonstrations • Verde has been deployed by several of our OCUL partners – we have a community of users who can share discussions on common problems and solutions • It is a hosted solution: management of the hardware, operating system and application software is performed by the OCUL support team in Toronto.

  12. Why Verde (cont’d) • OCUL (and TUG) already share the OCUL SFX system in Toronto • The Verde and SFX systems manage complimentary knowledge databases that can be automatically synchronized, and … • Will be merged into one database in 2008, eliminating duplicate record management. • There will be links between the Verde ERM system and the TRELLIS ExLibris system and SFX

  13. Sometimes it helps to sit down and think about the problem: What are the stages of the Implementation?

  14. Project Planning Installation Training Customization Data Migration STP

  15. Some Components of the Fall ‘07 Verde Implementation Project • Knowledge Base issues (Linda, Don and Charles): • The initial Verde KB for each institution will be converted from their SFX KB on the OCUL server • Issues to identify, quantify and resolve: • Records on the TUG ERM KB that are not on SFX and will not be converted • Records on SFX that have not been activated and will not be converted • Records on SFX with holdings that are not current • State of TRELLIS cataloguing records • etc… • Identify means of updating/cleaning records via import and export loaders

  16. Project Components (cont’d) • Training and Workflows (Carol, Debbie and Linda) • Two days of training by ExLibris in October or November • 15 training slots, with auditing by others • Investigation and familiarization with the Verde KB and the hierarchy of e-products: • E-Interface • E-Package • E-constituent • E-standalone • Analysis of staffing and workflow changes required when the system goes live. • Development of new procedures and policies • Sourcing documentation from the vendor, OCUL and other friendly libraries.

  17. Project Components • Public Access (Wayne Johnston and Greg Sennema) • Issues: • Inventory current public interfaces to TUG ERM • Plan means to replace and improve these interfaces to data from Verde and SFX • Investigate possible interim options if the former takes time to implement (eg. The SFX A-Z list) • consult with users to fine tune interfaces • Develop the programming infrastucture to support interface development for Verde and other TUG initiatives. • Planning documents and methodology are rapidly emerging on the TUG ERM wiki… fresh material just posted by Wayne and Greg

  18. Project Components • Communications (Charles, Don) • Identify all the people and resources available for the project • Identify particularly the support roles of staff at ExLibris and OCUL • Participate vigorously in the OCUL-Verde listserv • Communicate regularly with staff about the progress of the project, including postings to the new Tug Initiatives blog • Encourage participation by staff where-ever possible

  19. All of which should result in… • A Verde instance for each TUG institution on the OCUL Verde server, appropriated configured for each institution, with a converted database, by December • Post-implementation tasks: • Update records and create records for local titles • Continue refining public interfaces • Investigate report and statistics capabilities • Work on loader issues • Decommission TUG ERM

  20. Where are we right now? • The contract has been signed • Training dates are being arranged • Instances are to be set up shortly, with Verde KBs being created from SFX KBs • SFX cleanup already in progress with title/package activation • Vigorous planning and analysis ongoing…

  21. Lets sit back and look at Verde…

  22. Verde demo

  23. The new vocabularies

  24. Verde Demo • http://verde.scholarsportal.info:18080/verde/web • User: TST_administrator

  25. A snapshot of a search …

  26. All this results in Bach-like TUG Polyphony…

  27. …and TUG Harmony !

  28. Verde Implementation Project • Some Resources • Tug Initiatives Page at http://library2.wlu.ca/blog/tuginitiatives • Verde Implementation Project page on the TUG Wiki • OCUL-Verde list • OCUL Verde project documentation centre • ExLibris documentation centre

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