Welcome Verde 2.0 A Sneak Preview March 16, 2006 We will start at 2:00 PM EST Don’t Go Away… Ted Koppel, Verde Product Manager Heidi Trockman, Marketing.

WelcomeVerde 2.0

A Sneak PreviewMarch 16, 2006

We will start at 2:00 PM ESTDon’t Go Away…

Ted Koppel, Verde Product ManagerHeidi Trockman, Marketing Manager,

Moderator

Verde 2.0: a Sneak Preview

General Information

Audience size and composition: who are we?Agenda for the WebinarClick ENLARGE button on the screenQuestion box to send questions or problemsQuestion and Answer session at endSurvey to be sent March 20: please respondRecording will be available in ~1 week; URL will be sent to all those registered

Verde 2.0A Sneak Preview

Ted Koppel, Verde Product Manager

March 16, 2006


Webinar plan

Status of Version 2.0Roles Based Authentication and TasksWorkflow ManagementVerde Tasks and AlertingCopy and PasteLicense Attachment UploadsMulti-instance searchingReports and Batch Task schedulingLocal product WizardIncident and Breach Logging


Status

Development is complete

Testing taking place in Boston and Jerusalem

Release scheduled for March 31 to Version 2.0 early adopters


What’s that ‘(en)’ on every screen?

Foreign language structure allows testing of different scripts. Visible for testing only.


Verde’s approach to Workflow

Workflow Engine

(task manager)

Alerts and E-mail

Roles assigned and tasks allowed


Workflow 1 – Admin – User setup


Add User details

User role selector

Profile creator

Instance


User can have multiple roles


User profiles


User Profile popup window – select a profile


Select the profile


User record shows user’s profile(s)


Permissions – what you have authority to do

65 pre-defined tasks; user configurable


Permissions granted


Review: Roles, Profiles, and Permissions

Roles: High Level functions that you are assigned (License Manager, Webmaster, Reports person). Used by Workflow Alerts to notify appropriate staff

Permissions: Specific tasks/duties that you have permission to perform (given by your administrator)

Profiles: Groups of permissions (arbitrarily) bunched together and used by administrator to save time


Workflow 2 – Starting the workflow engine

One way … by setting up and approving a trial


Trial record


Trial approved – ignites the workflow


Workflow records created


Workflows are made up of tasks


Click on task for information to complete

A library’s workflow task can be as easy as a yes/no or as complex as completing a license record.


Finishing one task triggers another


As tasks are completed …


… one leads to another …


Workflow and task review

Verde ships with three workflowsAcquisitionsLicensingRenewal

Each workflow has several tasks pre-defined

All workflows and tasks can be configured by the customer


Workflow and task review (2)

Tasks can be internal or external to VerdeInternal: complete acquisitions record and approve itExternal: send copy of license to Attorney

Libraries can add up to 10 additional tasks for each workflow

Additional default workflows will be added as libraries identify their needs


Verde Tasks – alerting me what to do


Reminding me what I have completed


And, based on my Role, offering other tasks


Administrators can reassign staff


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


Record that we are copying from


Next, move to target attribute and paste


New attribute record is created


New record is pasted in place


Examine what’s stored on clipboard


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 interfaceNew interface e-product recordNew package e-product recordAll linked together as a logical group


Wizard for adding new local records


Add package title


Enter required information


Browse for interface to attach package


Browse for interfaces, then select


Found the interface


All through! Work, Interface, Package created


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

Stored as part of Unix/Linux file system


License screen hasn’t changed …


… ‘Add file’ icon a bottom of description tab


Popup window to find file


File is found


File appears on list, can be edited/deleted


Search/retrieval changes

Single instance: Local or Global checkbox

Multi-instance: One, Some, All, +/- Global

New column displays holdings


Verde main screen - changes

Libraries that hold item

Changed order Find +

Right Click

Choose language


Verde KnowledgeBase search


Right click to invoke menu


Search 1 instance plus CKB


CKB Search returns more e-products


Multiple instances retrieved


Breach and incident logs


History of breaches/incidents


Quick looks: enhanced job scheduler


Quick looks: batch job management


Quick looks: More reports, tasks, etc.


Recap: Version 2.0 major features

Roles Based Authentication and TasksWorkflow ManagementVerde Tasks and AlertingCopy and PasteLicense Attachment UploadsMulti-instance searchingReports and Batch Task schedulingLocal product WizardIncident and Breach Logging


Questions & Answers

Thank you for your interest

For more information, contact:

Ted [email protected]

Or your Ex Libris sales executive

Welcome Verde 2.0 A Sneak Preview March 16, 2006 We will start at 2:00 PM EST Don’t Go Away… Ted Koppel, Verde Product Manager Heidi Trockman, Marketing.

Documents

sneak preview permissions

workflow slide

sneak preview whats

sneak preview review

sneak preview finishing

sneak preview workflows

sneak preview user profiles

sneak preview workflow