1. Virtual Library: Managing Information Assets in a Global Company Larisa Brigevich Franklin Templeton Investments InfoToday 2003 New York May 7 th, 2003

2. 2 Challenges and Opportunities Globalization Increased competition Economic downturn Political unrest Information explosion Innovation Advances in information & communication technologies Information & knowledge management

3. 3 KM Initiatives Leverage core intellectual work globally Enhance business processes Improve employees’ efficiency and productivity Manage risk Control costs Improve customer satisfaction and loyalty

4. 4 Getting Involved Customized global news solution on the corporate Intranet Global Equity Research Documents Repository Franklin Templeton Research Portal Virtual Library

5. 5 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

6. 6 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

7. 7 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%

8. 8 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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14. 14 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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19. 19 Work in Progress: Phase II Content Management module Search engine Dynamically generated industry & country web guides Research Requests Management module Promotion & marketing