Virtual Library: Managing Information Assets in a Global

Company

Larisa Brigevich

Franklin Templeton Investments

InfoToday 2003

New YorkMay

7th

, 200

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Challenges and Opportunities

• Globalization• Increased competition• Economic downturn• Political unrest• Information explosion

• Innovation• Advances in information

& communication technologies

• Information & knowledge management

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KM Initiatives

• Leverage core intellectual work globally• Enhance business processes• Improve employees’ efficiency and productivity• Manage risk• Control costs• Improve customer satisfaction and loyalty

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Getting Involved

• Customized global news solution on the corporate Intranet

• Global Equity Research Documents Repository

• Franklin Templeton Research Portal

• Virtual Library

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Virtual Library Environment and Architecture

• Operating System - Sun Solaris 5.8

• Database – Oracle 8i ( 8.1.7)

• Portal Server – ATG Enterprise Portal 5.6.1 with Personalization and Scenario Server

• Application Server – ATG Dynamo Application Server 5.6.1

• Web Server - iPlanet Web Server 6.0

• Design Tool – Rational Rose 2000

• U I Tools –Adobe Photoshop 6.0, Dreamweaver 5.0

• Testing – ATG URLHAMMER, Load Runner

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Virtual Library Goals and Objectives

• Create a global catalog of external data sources, including databases, online and web services, publications, books and other sources used by different business units

• Link together information users, information managers and information providers

• Increase employees’ efficiency and productivity through better awareness of and accessibility to external information assets

• Reduce time and effort employees worldwide spend on searching for and locating needed information

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Virtual Library Goals and Objectives (cont’d)

• Leverage vendor relationships• Reduce cost of information and content administration • Reduce duplication and redundancy• Enhance culture of sharing• Automate the library’s back-end operation• Dynamically generated reports• Reduce administration time by 10% to 15%

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Global Catalog: Phase I

• Templeton Global Research Library resources• Global Equity Research Group resources (7 countries)• Sources include external research systems, publications,

e-publications, books, web sites• Browsing by source type (a-b-c, by department, by

location, by vendor)• Full source record: description, URL, internal & vendor

contacts, CS phone number, vendor literature, library staff reviews

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Administration

• Data entry forms: external research systems, publications, e-publications, books, web sites

• Maximum automation of data input – selection boxes• Taxonomy• Links to other data entry forms• Edit, Delete and View tabs• Reports

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Work in Progress: Phase II

• Content Management module• Search engine• Dynamically generated industry & country

web guides• Research Requests Management module• Promotion & marketing