1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management.

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Presentation transcript:

1  Ex Libris Ltd., Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

2  Ex Libris Ltd., Internal and Confidential The Priorities in 2013 Alma is live...now we focus on making sure you will Love it! Quality of support & usability Ease of implementation Interoperability & Open API Innovation Depth of Functionality System Reliability

3  Ex Libris Ltd., Internal and Confidential System Reliability

4  Ex Libris Ltd., Internal and Confidential Proactive Performance Monitoring

5  Ex Libris Ltd., Internal and Confidential Monitoring End User Experience

6  Ex Libris Ltd., Internal and Confidential Monitoring Business Transaction

7  Ex Libris Ltd., Internal and Confidential Internal Cloud Architecture Monitoring

8  Ex Libris Ltd., Internal and Confidential Alma is “version-less” (last ever “ILS upgrade” for customers) Order Now – ACQ PO Line templates Job Monitoring Exporting metadata Primo Integration: course and Reserves details PDA Shelf Ready receiving Quick Item creation LDAP support Authority validations Fines/Fees reporting Create invoice with XSL Additional POL alerts E-resource availability to Primo Central Widget configuration Activation expected date MD Bulk changes E activation task workflow New RSS feeds Automated lost loan handling Reading lists enhancement Invoices payment info New search indexes Holding level request Electronic availability in Primo ViewIt New Role for deleting Invoice Notification List on Order Bib. Publishing to OCLC E Resource Linking to CZ Label Printing BL ILL Limit Loan by physical location

9  Ex Libris Ltd., Internal and Confidential Alma is “version-less” (last ever “ILS upgrade” for customers) Publish Digital codes to Primo New Analytics configuration Label Print SDK CKB enriching with CONSER Enrich Primo Publishing with Headings Analytics –resource sharing reports SMS support Receive Payments from ERP System New GetIt meshup Suppress Records from Discovery Packaging of PO Lines Republish a Set of Records to OCLC User Management WS Show Me How (WalkMe) SIP2 – new functionality Location Prioritization in the Get It Tab User Passwords improvements Funds Burn Down report Item Level Request VAT/GST Handling Enhanced Item Status Information in Primo Export Portfolios of specific package Alma Developers Filter PO Lines for Patron Requests Global Change of Physical Items User Authentication Web Services

10  Ex Libris Ltd., Internal and Confidential Depth of Functionality – Roadmap Planning

11  Ex Libris Ltd., Internal and Confidential Alma High Level Roadmap Plan Ongoing core workflows enhancements: Acq., Fulfillment, Cataloging, Resource Mgmt Collaborative Networks New Resource Sharing Interop. Alma Analytics new entities Alma Developers Enhanced Community Catalog Emerging Electronic licensing and purchasing models KnowledgeBase continued expansion Alma Predictive Analytics Open Platform Next Phase Unified Digital Resource Management Community Zone Enhancements Open Platform Collaborative Networks – Cont’ Extend MMS format support Next Generation Selection

12  Ex Libris Ltd., Internal and Confidential Alma Master Roadmap Plan

13  Ex Libris Ltd., Internal and Confidential Feature Cataloging & Res. Mng. Shared Catalog – H Customer Value Enable institutions to share catalog records between the network members as a mean to share cataloging effort across institutions, improve visibility of holdings across the network and manage resources effectively Description: Members of cataloging Network will manage the shared cataloging of the Network Zone Members of a cataloging network will be able to seamless search the network’s shared catalog it will be possible to see which members are using this record to describe their own inventory and to drill down and see the detailed inventory availability for a specific member for a specific record It will be possible for staff in any member of the cataloging network to seamlessly edit a shared record, modify it and save it back into the shared catalog managed in the Network Zone

14  Ex Libris Ltd., Internal and Confidential Feature Resource Sharing Basic ISO End to End - H Customer Value Institutions will be able to manage their resource sharing services without relying on external broker systems Institutions will be able to utilize peer to peer ISO ILL based communications, both as borrower and as lender. Description: Alma will support an end to end peer to peer workflow, implementing both the lender and borrower roles through the entire process – request, ship, receive, and for physical and returnable material also the receive and return actions. The Alma screens and task lists will be used to trigger the relevant ISO ILL messages, and support monitoring the different statuses at which the request may be found.

15  Ex Libris Ltd., Internal and Confidential Feature Fulfillment Networks Booking – H Customer Value The booking functionality will enable library patrons to reserve resources in a time framed manner, enabling coordinating availability of resources. The library will gain better control of short loan and high request rate resources by imposing a booking policy on resources on this type. Description: The Alma booking functionality will be fully supported, enabling placing and monitoring requests in Alma back-office screens as well as using Primo front end interfaces. The requesting process, hold shelf management, loan and return workflows will be fully supported and integrated in Alma’s Fulfillment task lists and screens.

16  Ex Libris Ltd., Internal and Confidential Feature Acquisitions Network Acquisitions of Electronic Resources – H Customer Value Enable institutions belonging to an acquisition network to purchase and manage electronic resources in a shared manner in order to share costs and management effort of electronic resources Description: Electronic resources that are purchased in a central manner will be managed in the Network zone It will be possible to indicate to which Network member/s the electronic resource was purchased for Link resolver will restrict access to patrons belonging to the Network members for which the electronic resource is available for

17  Ex Libris Ltd., Internal and Confidential Quality of Support and Usability

18  Ex Libris Ltd., Internal and Confidential New CRM and Troubleshoot KB

19  Ex Libris Ltd., Internal and Confidential New CRM and Troubleshoot KB

20  Ex Libris Ltd., Internal and Confidential Improved Error Code for Better Tracking

21  Ex Libris Ltd., Internal and Confidential What’s New Videos – Available at Alma OLH

22  Ex Libris Ltd., Internal and Confidential Ease of Implementation

23  Ex Libris Ltd., Internal and Confidential Duration reduced from months to 4-6 months Alma Months Alma Deploys in Months Not Years… ERM months Implementing ILS months Months On Average Link Resolver months

24  Ex Libris Ltd., Internal and Confidential Interoperability and Open Platform

25  Ex Libris Ltd., Internal and Confidential Discovery & Delivery Material Vendors Alma Developers Platform Cloud Integration Templates Apps & Extensions Apps & Extensions Alma Developers Network Alma Developers Network Financial Systems Custom Apps The Alma Developers Platform

26  Ex Libris Ltd., Internal and Confidential Discovery & Delivery Material Vendors Alma Developers Platform Cloud Integration Templates Apps & Extensions Apps & Extensions Alma Developers Network Alma Developers Network Financial Systems Custom Apps The Alma Developers Platform

27  Ex Libris Ltd., Internal and Confidential The Alma Developers Platform Alma integrations are achieved using a number of techniques RESTful APIs, Web Services Publishing Services Data Extract & Import Online integrations with applications Extending workflows Exposing repository information to discovery tools Sharing data with 3rd party solutions Leveraging industry standards, adapters and integration interfaces Adapters & Interfaces

28  Ex Libris Ltd., Internal and Confidential Publishing The Alma Developers Platform Data Extract & Import RESTful APIs & Web Services

29  Ex Libris Ltd., Internal and Confidential Ex Libris Open Platform Initiative  SaaS Ready Platform  Multi-tenant  API optimization  Enhanced security built-in  Improved Experience  Integrated development environment  All in one place: documentation, APIs, Blogs/forums  Streamline User’s Developments  Online console for APIs calls testing  Blogs/forums for sharing and consulting

30  Ex Libris Ltd., Internal and Confidential Develop. Collaborate. Anywhere.

31  Ex Libris Ltd., Internal and Confidential Ex Libris Developers Platform APIs Files Third Part Apps API Optimization Security Bi directional communication Development console Documentation Forums Management API Optimization Security Bi directional communication Development console Documentation Forums Management Rest/WS Ex Libris Products Open APIs FTP Cloud Integration Platform

32  Ex Libris Ltd., Internal and Confidential Innovation

33  Ex Libris Ltd., Internal and Confidential Collaborative Networks - Unprecedented Collaboration

34 Types of Networks Fulfillment Shared Catalog Cataloging ILL via broker, directly between partners Resource Sharing Direct patron interaction Joint acquisitions and negotiations Acquisitions Fulfillment

35 The Alma Approach Cataloging Network

36 The Alma Approach Resource Sharing Networks Alma and non-Alma partners External broker

37 The Alma Approach Fulfillment Networks Walk In and Return Direct Requesting

38  Ex Libris Ltd., Internal and Confidential Analytics - Data-Driven Decision Making Predictive Analytics Prescriptive Analytics Hindsight Insight Foresight Value Difficulty WHAT happened? Primarily batch and some ad hoc reports WHY Did it happen? Increase in ad hoc reporting and Information on demand HOW should we take action? Dashboard for managers and analysts WHAT WILL Happen? Data-driven planning and forecasting HOW CAN we make it happen? Ability to model, manage, and adapt Descriptive Analytics Managed Reporting Ad Hoc Reporting Analytics Dashboards Scorecards & Benchmarking

39  Ex Libris Ltd., Internal and Confidential Sessions You Don’t Want to Miss... Fulfillment Wednesday, May 1 st Voyager Product Update2:30pm -3:30pm | Classic Center | Parthenon 1 Alma Demo 4:00pm -5:00pm | Classic Center | Olympia 1 Alma Developer Platform 4:00pm -5:00pm | Classic Center | Athena C Rosetta Demo5:15pm -5:45pm | Classic Center | Olympia 1 Thursday, May 2 nd Alma Demo 11:00am -12:00pm | Classic Center | Parthenon 1 Alma Collaborative Networks11:00am -12:00pm | Classic Center | Olympia 2 Rosetta Product Update 1:30pm - 2:30 pm | Classic Center | Olympia 2 The New Ex Libris Central Repository 1:30pm - 2:30pm | Classic Center | Parthenon 1 The Value of Alma (EL&BU presenting) 1:30pm - 2:30pm | Classic Center | Grand 1 Alma Demo 3:45pm - 4:45pm | Classic Center | Olympia 2 Alma Analytics 3:45pm - 4:45pm | Classic Center | Athena H Friday, May 3 nd Digitool Product Update 9:00am -10:00am | Classic Center | Parthenon 1 Alma Demo 9:00am -10:00am | Classic Center | Grand 4 Alma Demo 11:00am -12:00pm | Classic Center | Grand 1

40  Ex Libris Ltd., Internal and Confidential 40 Thank You