Roman Piontek Key-Account Manager Ex Libris — Corporate Update & Strategy Sofia, July 2013 Roman Piontek Key-Account Manager 1

„Knowledge is power“ Francis Bacon (1561 – 1626)

Corporate Update

5300 customers42 national libraries82 countries530 employees Who We Are 5300 customers42 national libraries82 countries530 employees Resource Management Solutions Discovery & Delivery Solutions Digital Preservation Solutions Corporate Research Institutions National Institutions Universities Research Institutions 5

Large, Global Customer Base 2,129 1,731 Europe 408 North America Asia Central & South America 20 Africa 611 121 Australia & New Zealand North America (44% Of 2011 Revenue) Europe (38% Of 2011 Revenue) Asia-Pacific (16% Of 2011 Revenue) Latin America (2% Of 2011 Revenue) 6

Selected Customers: National Libraries The Library of Congress British Library National Library of New Zealand Royal Library of Sweden Austrian National Library National Library of Finland National Library of China Royal Library of Denmark

Selected Customers: Academic Libraries Harvard University Leiden University MIT Freie Universität Berlin Princeton University Beijing Jiatong University King’s College London KU Leuven ETH Zürich Oxford University

Unified Resource Discovery & Management Acquisition of Endeavor Consistent Growth 1986 1990s 2000s 20051 20061 2007 2008 2009 2010 2011 2012 Print Only Digital Unified Resource Discovery & Management Primo Central Aleph SFX Rosetta Voyager Verde bX Alma MetaLib DigiTool Primo Ex Libris founded Acquisition of Endeavor 2005 and 2006 revenue are pro forma for Endeavor acquisition. 9

Primo Aleph SFX Rosetta Alma Ex Libris – Solutions Primo Central bX Discovery Primo Central Article Index bX Article Recommender Discover Manage Physical Electronic Digital Digital Asset Management Aleph Integrated Library Systems SFX DigiTool Link Resolver Alephino MetaLib Metasearch Rosetta Long-Term Preservation Voyager Verde E-Licence Management Print, Electronic, Digital Unified Resource Management Alma 10

Our Customer Base by Product > 1900 סידרה 1 Aleph 2325 Voyager 1369 Verde 229 SFX 2385 MetaLib 1728 Primo 933 bX 1108 DigiTool 193 Alma 58 Rosetta 17 As of 31 July 2012

Only company with leading solutions across all segments Market Share Leadership Integrated Library System Discovery & Delivery Electronic Resource Mgmt Digital Asset Mgmt Link Resolver Federated Search Digital Preservation Recommender Service Only company with leading solutions across all segments 39% 31% 64% 44% 29% 18% 55% 100% * Based on “Automation Marketplace 2011” by Marshall Breeding

Market Trends

Market Trends Digital World Internet Drives User Expectations Digitisation Projects Digital Repository + Long-Term Preservation Internet Drives User Expectations „Google/Facebook Generation“ Mobile World Libraries to Provide More Services

© Ex Libris Group--Confidential What the users want: © Ex Libris Group--Confidential

What the users want: Fast, Intuitive, Easy to Use On-Stop Search Two Clicks to Full Text Modern Infrastructure

Management Environments The problem User Environments (OPAC) MetaSearch (Viewer) Print Electronic Digital Link Here we are talking about what we refer to as “turning the format-based, vertical silos, into service-based, horizontal workflows.” If you look today at the library, you have the management environment, and the user environment. The problem is that historically, the management solution, the management of tools in the library environment have evolved over time. Initially we had print, but then electronic started to appear, so we had to develop solutions and tools to manage that. And today we see digital. And what happened with the move to digital resources, basically the old systems weren’t adequate enough, and we had to adapt other tools. So when that took place, we had a lot of different silos managing all types of resources. And obviously that means a duplication of workflows and data. ILS ERM DAM Management Environments

Ex Libris Strategy

Improve User-Targeted Services Optimise Total Cost of Ownership Our strategy Improve User-Targeted Services Optimise Total Cost of Ownership Digitisation + Preservation Digital Collections Cultural Heritage Research Data The Next-Generation System „Alma“ Unified resource management (P+E+D) Metadata management Cloud

Improve User-Targeted Services Our solution strategy 1. Improve User-Targeted Services

Primo = Library Google Search One-Stop Search Print Electronic Digital

Decoupled & Unified End-User Services Unified Discovery Primo Digital Print Electronic Link So the first thing that the industry and Ex Libris did, was unifying the discovery process. We said, basically, even if we have a complex management environment, we don’t want to expose the users to that. We want to give a simple, unified view that is adequate for the expectations of the “Google generation”. It has to look easy, look simple, has to feel like Google. OPAC looked ancient, and since users are searching on Google multiple times a day, the bar has raised higher than OPAC. So we’ve moved to creating an interface that makes discovery simple across all of the resources. That’s why we call it unified. Now that’s been 3 or 4 years now, now Ex Libris and the industry for that matter are shifting to the management side, saying let’s unify the management aspects. ILS ERM DAM Management Environments 22

Primo mobile CSS: Cascading Style Sheets 24

Optimise Total Cost of Ownership Our solution strategy 2. Optimise Total Cost of Ownership

Optimise Total Cost of Ownership Central Shared-Service Implementation Assist Consortia - Reduced Licensing and Operational Costs Outsourcing Services Data Centers in Chicago and Amsterdam (Singapore planned)

Digitisation + Preservation Strategy 3. Digitisation + Preservation

Need to manage digital material ! Digital Audio Digital Foto Digital Video Digital Movies Digital TV Digital Article Digital Learning Digital Research Digital eBook © Ex Libris, Ltd., 2010. Proprietary and confidential. 28

Need for Digital Preservation The explosion of digital data – the world is moving digital (this graph show MB per person). Libraries and national libraries in particular were responsible for collecting and preserving the human information. Many of the objects are born digital and will never be and can not be physical. Digital needs special treatment.

Storage-Media Changes …

Format Changes

What is Rosetta? A complete asset management and preservation solution that addresses the ever-growing need to collect, archive and preserve the digitally-born and digitized materials stored at academic institutions, research organizations, and government institutions, ensuring data integrity and access over time to information in digital formats http://www.youtube.com/watch?v=I7cCD6HtamI Complete – we offer a system that includes ingest, data management, dissemination tools, preservation planning module – all the OAIS components in one system. Ever Growing – we understand that the number of digital files will only grow in the future (the IDC report about hexa bytes of data mentioned in the white paper) so there is a need for a scalable system and here the system is built with scalability from the start to allow it to run in a distributed environment (NLNZ will have 8 servers). Memory of nations – the system is designed with National Libraries in mind, it has support for legal deposit, for a wide variety of file formats, curatorial processes etc. Access over time – it is not sufficient to store the information it is crucial to make it accessible and accessible over time – this is why we support preservation actions to ensure that the material are viable and offer on-line access to the information.

The Next-Generation System „Alma“ Strategy 4. Unified Back-Office – The Next-Generation System „Alma“

Decoupled & Unified End-User Services Unified Discovery Primo Digital Print Electronic Link So the first thing that the industry and Ex Libris did, was unifying the discovery process. We said, basically, even if we have a complex management environment, we don’t want to expose the users to that. We want to give a simple, unified view that is adequate for the expectations of the “Google generation”. It has to look easy, look simple, has to feel like Google. OPAC looked ancient, and since users are searching on Google multiple times a day, the bar has raised higher than OPAC. So we’ve moved to creating an interface that makes discovery simple across all of the resources. That’s why we call it unified. Now that’s been 3 or 4 years now, now Ex Libris and the industry for that matter are shifting to the management side, saying let’s unify the management aspects. ILS ERM DAM Management Environments 34

Consolidate the Management Frameworks Turn Format-Based Vertical Silos into Service-Based Horizontal Workflows Unified Discovery Primo Preservation Fulfillment & Linking Resource & Metadata Mgmt. And here, as I mentioned before, we are taking those vertical silos, and creating a service-based workflows. Because guess what? Acquisitions for print material and electronic materials have a lot of similarities. Sure there are some unique aspects to each. But the overall workflow of purchasing a resource is not that different. So if we combine those processes together, we can really eliminate a lot of the overhead and duplication. So that’s we’re doing now. So we took each one of the workflows, across each one of the resources, and unifying them. But we’re not just unifying the workflows, we’re also unifying the data associated with that. For example, let’s talk about acquisition. Acquisition is all about taking data from vendors on one hand from materials available, and users needs on the other side. That’s what acquisition is all about – it matches what’s available from providers to the needs of the users. So if I can take information from the vendor on one hand, then on the other hand look at the user’s demands that’s the data that I need to optimise the workflow. So we are unifying all of the workflows, but also all of the data needed to optimise those workflows. Acquisitions Selection Unified Management 35

Unified Resource Framework Unified Discovery Primo Alma And here, as I mentioned before, we are taking those vertical silos, and creating a service-based workflows. Because guess what? Acquisitions for print material and electronic materials have a lot of similarities. Sure there are some unique aspects to each. But the overall workflow of purchasing a resource is not that different. So if we combine those processes together, we can really eliminate a lot of the overhead and duplication. So that’s we’re doing now. So we took each one of the workflows, across each one of the resources, and unifying them. But we’re not just unifying the workflows, we’re also unifying the data associated with that. For example, let’s talk about acquisition. Acquisition is all about taking data from vendors on one hand from materials available, and users needs on the other side. That’s what acquisition is all about – it matches what’s available from providers to the needs of the users. So if I can take information from the vendor on one hand, then on the other hand look at the user’s demands that’s the data that I need to optimise the workflow. So we are unifying all of the workflows, but also all of the data needed to optimise those workflows. Unified Management 36

Competitor Customers Moved to Alma Manchester University – Talis Sheffield University – Talis Free University Bolzano – OCLC/Bond Salford University – Talis Kingston University – Talis University of York – Sirsi Dynix Swinburne – Sirsi Dynix Imperial College – Sirsi Dynix Novo Nordisk – Sirsi Dynix BIG Switzerland – VTLS Boston University – III Millennium Northeastern University - III Millennium University  of Manitoba – Sirsi Dynix Emory University – Sirsi Dynix North Dakota State – Sirsi Dynix Binghampton University – III Millennium Orbis Cascade Consortium – 35 III Millennium systems

Thank You! 38