Primo Roadmap June 2016

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EMERGING TECHNOLOGIES Market Drivers WEALTH OF CONTENT CONTENT OPENNESS EMERGING TECHNOLOGIES USER EXPERIENCE LIBRARY UNIQUENESS BIG DATA INTELLIGENCE USERS LIBRARIES INSTITUTIONS As we analyze the trends in the market, listen to customers and experts – we see 6 core market drivers that guide our product vision: User Experience: students are growingly accustomed to the immediacy of information, intuitive search options and easy availability of content regardless of the device they use, their physical location, or the source of the content. They expect the same experience at the library. Library Uniqueness: As content become widely available, libraries need to emphasize their uniqueness – by showcasing their special collections and promoting their brand throughout the discovery process. Content Openness and Completeness: The need to display all relevant content as part of the discovery is key to libraries and users. This requires search neutrality, openness and collaboration among vendors. Big Data Intelligence: Central index include huge amounts of data. Managing this data, analyzing usage, and acting on insights will enable libraries greater ability to optimize their collections and improve the discovery experience. Emerging Technologies: new technologies enable better user experience, a more comprehensive discovery, and enhanced operational efficiency. Global Community: Collaboration between libraries on a global scale is on the rise. The ability to share knowledge and resources is key for libraries in order to stay at the forefront. Our roadmap is guided by this vision, helping us to focus product developments on addressing these current and emerging needs.

EMPOWERING LIBRARIES TO SHAPE THE DISCOVERY EXPERIENCE This is where Primo comes into play. We provide libraries the ability to shape the discovery experience of their users – students, faculty and staff, and to maximize the value of library collections and services. PROVIDING STUDENTS, FACULTY AND STAFF WITH AN INTUITIVE, END-TO-END SERVICE, AND MAXIMIZING THE VALUE OF LIBRARY COLLECTIONS

Understanding Users’ Needs

Key Insights into User Experience Ex Libris User Studies Log Analysis Customer Feedback Increased use of mobile devices Learning through discovery Diverse needs of students & faculty Known-items searches > 50% of queries Reading lists: key gateway to the library for undergraduates Differences across disciplines

Patrons Library Bridging the Gap Enhance User Engagement At the end it’s all about bringing Patrons and libraries closer. The library wants to expose its wealth of content and services to users and maximize its impact Patrons expect the library to serve them “in their terms” – i.e. in the way that is most convenient for them, and with the tools that are familiar to them Bridging the gap between patrons and libraries is the key to: Enhance user engagement – students and faculty Maximize library contribution to research teaching & learning Demonstrate the value of library services to the decision-makers across the institution This is the main challenge we aim to address. Let’s see how this challenge translates into the Primo roadmap Enhance User Engagement Maximize Library Contribution to Research Teaching & Learning Demonstrate Value of Library Services

Discovery Product Strategy Broad & Rich Content User Experience Library Empowerment Discovery in Context

Discovery Product Strategy: Broad & Rich Content Offering High-quality content index Content enrichment Content analytics Content neutrality Leveraging key assets & technologies Deep content coverage Authoritative resource metadata Ulrichsweb & Controlled vocabulary Big data analytics

Leveraging Summon Central Index Content in Primo Central Ingest records harvested and enriched by Summon More data sources Metadata librarians team Enriched data Ulrich’s Peer reviewed indicator Serial type Granular resource types (e.g. journal article vs. magazine article vs. trade publication article).

Enhancing Content Coverage – Examples Vandenhoeck & Ruprecht  journals and ebooks Knovel Corporation ebooks American Medical Association journals ACM Digital Library conference proceedings, journals (needs updates for Summon too) Al Manhal FZ journals, books, dissertations Kanopy Streaming Media Brill ebooks and journals CRC Press McGraw Hill Education AccessScience Fundación Lilly Medicina en espanol (MEDES) Sage Publications SAGE Business Researcher

Search and Find – Highlights Priority Setting Search log analysis, customer feedback, Ranking Advisory Group, user studies Coming Next Increase the result mix for ambiguous topic searches (1 – 3 words) Provide a mix of overview and specialized research material Further adjustments to the document boost for Primo Central records Adjustments to Boolean searches Change behavior to be the same in advanced and simple search Add brackets for more clarity Increase glanceability and linking for Primo Central preferred records in a group Enrich preferred record with fields from other records in the same group

Discovery Product Strategy: User Experience Exploratory discovery Seamless patron services Exposure of relevant data from multiple sources Mobility User Experience Leveraging key assets & technologies Data-driven services Integrated user workflows User interface Linked Data

Exploration through Data-based Services Citation Trail Topic Exploration LibGuide Recommender Resource Recommender Article Recommendations (bX)

Citation Trail – New Exploration Paths

Citation Trail – New Exploration Paths

Resource Recommender – Discovery as a Gateway Exploration Search Resource Recommender Library collections and beyond Institutional Resources Databases Linked data Library Resources People

New User Interface Demo: Please use Chrome browser

Clean, Intuitive Look & Feel

Easy Drill Down to Full Item’s Details “I like it shows all the details of the book on one page” Quotes are taken from La Trobe university usability test La Trobe University

Seamless Services: Patron Requests “All your requests are in one spot – not in different tabs” Quotes are taken from La Trobe university usability test La Trobe University

Seamless Services: Citations “Easy way to use citations – you don’t have to go searching for it… Primo does it all for you” Quotes are taken from La Trobe university usability test La Trobe University

Seamless Services: My Library Card “Everything is just there, you don’t have to hunt for it” Quotes are taken from La Trobe university usability test

New User Interface: Rollout Timeline Aleph/Voyager beta release (not all features included) Additional features Release May 2016 Aug. 2016 Nov. 2016 OvP Aleph/Voyager My library card Service page Full display Customization Mobile Accessibility Advanced  search bX Recommender Consortia support – Alma Citation trail Virtual browse Featured results Personalization

Linked Data in Discovery Enhance patron discovery, connecting between the new Primo UI and external Linked Data sources Expose end-users to related information based on URIs stored with the metadata

Linked Data in Discovery: Example of Enhanced Patron Services Retrieve data from VIAF to display information about selected co-authors and other author works Retrieve data from LC to display information about related subject terms

Discovery Product Strategy: Library Empowerment Analytics-driven optimization Exposure of special collections Flexible, easy-to-use customization Workflow efficiency Library Empowerment Leveraging key assets & technologies Integrated workflows with Alma/ILS Digital Collections Customization framework Analytics infrastructure

Primo Analytics for Continuous Optimization Search Actions User interface options and layout Collections development Results boosting Facet types, order and sorting Make data-driven decisions: Result Page Actions Device Usage Example of the type of reports and insights that can be obtained from Primo Analytics, supporting various decisions – to improve user experience and optimize collection development.

Primo Roadmap: Analytics Extend Primo analytics capabilities: Alma & Primo combined reports New subject area – journal usage Additional data elements: Referrer, user group Consortia support PRIMO ANALYTICS

REST API Platform Openness Customers can easily develop extensions and services for Primo APIs are in RESTful standard for fast and slim response Response in JSON format and list of URI as part of the search results REST APIs for Search & eShelf Coming Next: Additional services with REST – expose APIs used by new UI Linked data REST API

Discovery Product Strategy: Discovery in Context Discovery through multiple entry points Personalized user experience Expansion of discovery to research and teaching and learning domains Discovery in Context Leveraging key assets & technologies Integrated workflows with research tools Integrated workflows with institutional reading list solutions

Discovery as a Gateway Integration with teaching and learning tools Primo- Leganto integration Instructors can search in Primo via the Leganto interface Export to Leganto Primo eShelf content Integration with research tools Primo –RefWorks integration Search in Primo via the RefWorks interface Use RefWorks as central eShelf

EX LIBRIS INTEGRATED OFFERING

Integrated Offering Roadmap Primo – Alma Analytics cross-reporting Patron self-registration Auto sync pipes Primo – Leganto Leganto reading lists discoverable in Primo Add Primo results to a Leganto reading list Single favorites list Primo Unified Discovery & Delivery Leganto Reading List Solution Alma Print, Electronic & Digital Resource Management

And there is much more to come….. Enhanced User Experience Enhanced Primo Central Content Library Empowerment Discovery in Context New User Interface Linked Data RESTful APIs New Exploration Options Enhanced Mobility Resource Recommender Analytics & Reports Ex Libris Integrated Offering

THANK YOU