The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd.

What’s happening in the library world? A look at library users’ needs and how we can support them

Primo – meeting user needs 3 Library systems serve two very different groups Librarians manage library collections and require specialized tools to handle processes such as acquisitions, cataloging, and budgetary control. Users are concerned with quick and easy discovery and delivery.

Primo – meeting user needs 4 Existing library systems force users to utilize multiple interfaces to locate and access different types of resources Electronic Resources ILS Digital Repositories Course/Learning Management Systems (CMS/LMS) Institutional Websites

Primo – meeting user needs 5 Users gravitate towards easier-to-use vehicles

Primo – meeting user needs 6 University of California: “Rethinking how we provide bibliographic services for the University of California”, Dec OCLC: “Perceptions of Libraries and Information Resources” (2005) LC report: “The Changing Nature of the Catalog and its Integration with Other Discovery Tools” prepared by Karen Calhoun, Cornell University Library “A "Next generation" library catalog” summarized by Eric Morgan executive-summary-part-1-of-5/ executive-summary-part-1-of-5/ Recent studies and discussions

What can we do about it? What library systems should be in order to support today’s user requirements and expectations

Primo – meeting user needs 8 Meeting user’s needs: the best of both worlds A single point of discovery Fast, simple and powerful search “Did you mean?”, ranking, guidance and recommendations… Collaborative tools, social computing Quality relevant resources Rich sets of information Discovery is just a means; access and delivery are the goals

Primo – meeting user needs 9 provide users with a single solution for the discovery and delivery of local and remote quality content : books, journals, articles, images and other digital content Primo: from discovery to delivery

Primo – meeting user needs 10 Creating a new-generation, user-centric discovery and delivery interface relies on rich metadata that follows well-established standards. These new standards for resource description and access (RDA) and FRBR are now evolving, and we look forward applying their benefits. The challenge

Primo – meeting user needs 11 The end-user interface should hide the complexity of the metadata from the library patrons, yet use it to maximize the system’s searching capabilities and the display of results. The interface should provide patrons with an environment which is easy to use, yet enables them to locate materials efficiently and accurately. The challenge

Primo – meeting user needs 12 … current end-user services (OPAC, resource discovery, etc.) are tightly tied to back-office administrative applications. These applications often answer the needs of back-office management, rather than the needs of the end-user. The challenge

Primo – meeting user needs 13 Create a new environment … … decouple the user experience layer from the library’s back-office functions, separating data creation and maintenance from discovery. The solution

How Primo addresses the unique needs of libraries

Primo – meeting user needs 15 Complete solution and unified user experience from discovery to delivery: Discovery is a means to an end. Access and delivery are the goals. Primo provides up-to-date availability information. Addressing library user needs

Primo – meeting user needs 16 Leverages existing library systems with a built-in platform for harvesting local data Enables easy integration with local infrastructure and services e.g., authentication and authorizations of users, ILS and other delivery systems Features out-of-the-box consortia support Supports library standards e.g., MARC, OAI-PMH, OpenSearch, OpenURL, SRU/SRW, Z39.50 Built with the library in mind

More About the Primo Solution Architecture, the Publishing Platform, Administration

Primo – meeting user needs 18 The Publishing Platform Built-in functionality for: Harvesting Normalization & enrichment Administration & control

Primo – meeting user needs 19 The Publishing Platform Harvesting Harvests the source records from multiple sources Print, digital, and electronic resources Out-of-the-box pipes Various ILS (ALEPH, SirsiDynix Unicorn, …) Generic MARC, SFX KB, MetaLib KB, DigiTool Generic Dublin Core, PNX (Primo Normalized XML), and more Efficient methods for incremental updates Availability status Bibliographic information

Primo – meeting user needs 20 The Publishing Platform (cont.) Normalization & Enrichment Creates the Primo Normalized XML records (PNX) Enriches the source data Detects duplicates and creates FRBRized groups

Primo – meeting user needs 21 Jan 06: Started working on the Publishing Platform in partnership with HBZ May 06: Two additional partners in North America University of Minnesota Vanderbilt University Sept 06: Additional partner - a consortium of research libraries in Denmark (under DEFF, Denmark’s Electronic Research Library) The Royal Library Technical Knowledge Centre of Denmark Aalborg University Library The Administrative Library Primo Timeline

Primo – meeting user needs 22 Nov 06: Initiate Charter Customer Group Dec 06: Early Release Q1 2007: General Availability Primo Timeline (cont.)

Primo – meeting user needs 23 Primo: addressing user expectations and library needs Consolidates discovery and delivery of local and remote resources of all formats User-centered design built on existing library infrastructure Enables integration into the user context Enables institutions to define the level of discovery relevant to the user Capitalizes on the richness of library resources and helps expose hidden collections Built for libraries: library standards, consortia, … … with libraries (development partners, charter program)