1. © 2016 Ex Libris | Confidential & Proprietary Christian Motovsky | Senior Account Manager EX LIBRIS Summon & Primo ProQuest Day – October 2016

2. © 2016 Ex Libris | Confidential & Proprietary Ex Libris – short update Summon Primo 2 AGENDA

3. © 2016 Ex Libris | Confidential & Proprietary Ex Libris Vision Enable academic, research, and national libraries to deliver a superior user experience, drive student engagement, preserve knowledge, and increase operational efficiency 3

4. © 2016 Ex Libris | Confidential & Proprietary  Ex Libris Ltd., 2014 - Internal and Confidential 4

5. © 2016 Ex Libris | Confidential & Proprietary Ex Libris, a ProQuest Company 5 Two market leaders, each with a track record of innovation and market-leading solutions, joined forces to deliver exceptional value to customers Leading Cloud-based SaaS Solutions Comprehensive Content Offerings Extensive Knowledgebase Deep Academic & Library Expertise Openness & Collaboration Broad Network of Partners

6. © 2016 Ex Libris | Confidential & Proprietary Leverage combined skills, assets, and capabilities to enrich our products, enhance customer satisfaction, and accelerate innovation 6

7. © 2016 Ex Libris | Confidential & Proprietary Ex Libris At-a-Gla nce 7 >850 Employees Globally >760 Alma Institutions worldwide >3200 Institution using Primo and Summon >3,500 Institutions using Ex Libris Cloud 90 Countries >40 National Libraries

8. © 2016 Ex Libris | Confidential & Proprietary Ex Libris Growth Strategy 8 Alma Primo Summon Rosetta Leganto campusM Traditional products Cloud based SaaS Innovate and protect existing customers Continue with Cloud based Strategy Lead with next gen solutions Become higher- ed technology provider

9. © 2016 Ex Libris | Confidential & Proprietary A Market-Leading Product Offering 9 Students Librarians Instructors Researchers Admin

10. © 2016 Ex Libris | Confidential & Proprietary Serving National, Academic, and Research Libraries Aleph Voyager 360 Link SFX Ulrich’s 360 Resource Manager 360 MARC Intota Alma Rosetta Primo Summon campusM Leganto 10

11. © 2016 Ex Libris | Confidential & Proprietary 11 Deliver a superior research experience that enables patrons to better explore, access, and share library resources >950 INSTITUTIONS >90 CONTENT TYPES >4000 DATABASES, USING INDEX ENHANCED DIRECT LINKING Summon

12. © 2016 Ex Libris | Confidential & Proprietary Summon: Connecting Users to Library Resources 12 Comprehensive data approach – combining content and rights-management Deep content coverage – tracking the most and broadest types of resources Relevance ranking – driving the best results through a continuously adjusted balanced approach Linking – ensuring reliable access using the most modern technology Embedded Librarianship – Librarian-controlled search assistance for guidance at the point of need

13. © 2016 Ex Libris | Confidential & Proprietary Comprehensive Data Approach Combines content and rights management Institutional Repository Content Library Catalog Client Content Commercial Content Publisher & Commercial Electronic Resources Content Open Access Content Knowledgebase Index Rights Management Library Catalog RecordsE-journal ArticlesDatabasesNewspaper ArticlesEbooksDissertationsInstitutional RepositoryConference ProceedingsGrey LiteratureCited ReferencesReportsDigital Library Electronic & Print Resources Detailed Bibliographic Information Resource Management Data Authoritative Provider Profiles Normalized Titles & Names Controlled Vocabularies Linking Syntaxes Access Points LibGuidesAbstracts & Indexes Films and Videos

14. © 2016 Ex Libris | Confidential & Proprietary Deep Content Coverage Tracks the most and broadest types of resources 32% 29% 25% 16% 28% Record Growth 0.5 Billion 3.0 Billion 2015 Databases - Comprehensive Full-Text Databases Serials Holdings Ebook Holdings MARC Records 13,899,282 17,367 14,337 3,247,109 21,596,160

15. © 2016 Ex Libris | Confidential & Proprietary Relevancy Ranking Drives the best results through a continuous balanced approach. 15 Relevance Ranked Results List Dynamic Ranking Static Ranking Term frequency Field weighting Term stemming Stop word processing Subject terms Synonym mapping Inverse document frequency Content type Publication date Scholarly/peer review Highlight local collections Citation counts

16. © 2016 Ex Libris | Confidential & Proprietary Relevancy Ranking Drives better results for both known-item and subject searches Emily Singley, Discovery systems – testing known item searching, March 2014, Discovery systems – testing known item searching Known-item SearchSubject Search

17. © 2016 Ex Libris | Confidential & Proprietary Linking Ensures reliable access using the most modern technology

18. © 2016 Ex Libris | Confidential & Proprietary Flexible UX design Embedded Librarianship Automated search assistance Librarian-controlled search assistance Librarian-controlled recommendations Delivers an appealing and robust discovery experience Extends search beyond just results Enables guidance at the point of need Provides further opportunities to enrich discovery

19. © 2016 Ex Libris | Confidential & Proprietary Summon Roadmap At-a-glance Topic Explorer Enhancements Analytics and Reports Algorithm Improvements DB Recommender Improvements Integrated Offering: bX Recommender Improved Results Page Improved Index Performance Enhanced User Experience Advanced Library Tools Enhanced Content Search Widget Builder

20. © 2016 Ex Libris | Confidential & Proprietary Ex Libris Primo 20 Empowering libraries to shape the discovery experience, providing students, faculty and staff with an intuitive, end-to-end service, and maximizing the value of library collections >2,300 INSTITUTIONS >4 Million AVERAGE SEARCHES PER DAY SERVING >20 LARGE CONSORTIA ORGANIZATIONS

21. © 2016 Ex Libris | Confidential & Proprietary Primo: Empowering Libraries to Shape the Discovery Experience 21 Advanced algorithms to deliver content most relevant to the search context and each user’s profile Discovery on-the-go from any device, providing a fresh and intuitive web experience A wealth of content in Primo Central, with comprehensive metadata, and full text coverage Easy configuration and customization of ranking algorithms, metadata, and user interface Open platform to easily extend services through interoperability and integration

22. © 2016 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 22 Query Match Item’s Value Score User Profile Matching results by: Language Stemming Title / Author Citation Stop words Term variations Compound words Spelling mistakes … Results order by: Field boost Frequency Local blending settings Phrase recognition Phrase slop Year boosting Broad topic recognition … Adjusting results by: User discipline User preferences

23. © 2016 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 23 Quick delivery of optimal results Log analysis User studies Ranking Advisory Group Customer feedback Continuously enhanced based on: Query Match Item’s Value Score User Profile

24. © 2016 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 24 Protein Broad topic searches:  broader resources Protein selectivity index Narrow topic searches:  specialized resources

25. © 2016 Ex Libris | Confidential & Proprietary Exploration through Data-driven Services 25 Article Recommendations (bX) Citation Trail Resources Recommender Topic Exploration LibGuide Recommender

26. © 2016 Ex Libris | Confidential & Proprietary New User Interface 26

27. © 2016 Ex Libris | Confidential & Proprietary Clean, Intuitive Look & Feel 27

28. © 2016 Ex Libris | Confidential & Proprietary Rich Analytics & Reporting Capabilities 28 Primo Analytics Using Oracle Business Intelligence (OBI) Out-of-the-box reports Create custom reports and share with others Single, consistent data source Integrated with Alma analytics SaaS service, enterprise- level product

29. © 2016 Ex Libris | Confidential & Proprietary Primo Analytics for Continuous Optimization 29 User interface options and layout Collections development Results boosting Facet types, order and sorting Make data-driven decisions: Facets Usage Search Actions Result Page Actions Click for Demo

30. © 2016 Ex Libris | Confidential & Proprietary 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 API REST APIs for Search & eShelf Coming Next: Additional services with REST – expose APIs used by new UI Linked data 30

31. © 2016 Ex Libris | Confidential & Proprietary And there is much more to come….. 31 Library Empowerment Enhanced User Experience Enhanced Primo Central Content Discovery in Context RESTful APIs Analytics & Reports Linked Data New User Interface Ex Libris Integrated Offering Resource Recommender Enhanced Mobility New Exploration Options

32. © 2016 Ex Libris | Confidential & Proprietary THANK YOU christian.motovsky@exlibrisgroup.com