1. Moving to Web 2.0 The Implementation of PRIMO at the British Library
Mandy Stewart
Resource Discovery Projects Manager
British Library

2. Agenda for Today British Library Strategic Priorities
Why the British Library chose Primo
Some Background information
Primo Planning
What do we mean by Web 2.0?
What are we doing to deliver Web 2.0?

3. British Library Strategic Priorities

4. British Library Strategic Priorities
STRATEGIC PRIORITY 2
Connect our users with content
“We need to look beyond the traditional library catalogue, exposing our collection to wider audiences, taking account of the interests of rights holders, and allowing users to shape and personalise their research, connecting users with content, content with content and, ultimately, users with other users.”

5. British Library Strategic Priorities
Developing strategy for next generation of discovery and access services to library collections and research information
What do users want?
Larger aggregations of data
Single point of discovery
Integration with delivery and access services
Interaction with our content

6. British Library Strategic Priorities
What is our focus?
Integrate all baseline discovery services
Develop digital discovery and access services
Explore and implement new technologies
Integrate Web 2.0 services – inwards and outwards!

7. Why the British Library chose Primo
PRIMO is a 1st step in implementing new search and navigation technologies
Offers functionality we need for new core services
Promise of scalability
Community dialogue on development path – Product Working Group
To try out new models of digital discovery and access services

8. Some background information
Current numbers of records in main databases:
Main BL Catalogue 14,586,000
English Short Title Catalogue 500,000
Register of Preservation Microforms 215,000
Web Archive Records
Research Datasets
Integrated Archives and Manuscripts 2,500,000
Sound Archive 3,107,000
TOTAL 20,800,000

9. Some background information
Getting User Feedback:
Sessions arranged to ask for feedback from groups of users:
Post graduate students – would they use it?
Reading Room Focus Groups – reaction to the change
Specialist testing laboratory – how do they use it?

10. Primo Planning Initial Implementation work: April 2008 to October 2008
Set up a “Sandpit” – to allow us to find out how PRIMO works
Loaded test data – half a million records
Completed the initial configuration
Organised testing with end users
Upgraded to PRIMO Version 2.0
Loaded the full database from Aleph – 15 million records

11. Primo Planning Further Implementation work April 2009 release
Linking to requesting in place
June 2009 release
Newspaper title data loaded
October 2009 release
Sound Archive data loaded; Web Archive data loaded
April 2010 release
SFX KB data loaded; Datasets loaded

12. Primo Planning Project plan phased to account for:
New releases of software – more frequent than usual
Addition of new data sets
Development of new functionality
Improvements to Web 2.0 capabilities
These changes will be continuous leading to a situation of “permanent beta” for the project

13. Primo Planning Configuration Panel set up to:
Manage configuration work in a co-ordinated manner
Review configuration on a regular basis as new data streams come online
Talk to stakeholders outside the group as required
Act as a discussion group for issues and concerns regarding configuration
Manage communications with readers and staff

14. Primo Planning
Project plan set up with iterations of five stages taking around three weeks each to:
Identify requirements
Complete development work
Implement changes
Review changes
Agree carry over of any requirements not completed

15. PRIMO Project Planning
Plans also include:
Upgrades to new versions of Primo
Harvesting of additional data
Harvesting of full text data from the Digital Library Storage System
Adding new features e.g. Syndetics ICE

16. Primo Implementation What went well:
The user experience!  Generally good feedback on better search experience.
Configuration flexibility
Data loading – Particularly the second set when we had learned from the first load experience
My folder - especially users like this compared to the current OPAC arrangements
Training as done by Lee Smith

17. Primo Implementation What caused us problems:
Single sign on – Aleph and Primo
Pipes stopping unexpectedly with errors that have to be investigated by Ex Libris
User interface for Back Office is poorly designed for supporting workflows, e.g. interface for normalisation rules
Build times are unsustainably long if you have a large amount of data
Documentation – difficult to find information needed
Default normalisation rules as supplied by Ex Libris had errors in them

18. British Library Search Our Catalogue
Demonstration
British Library Search Our Catalogue

19. What do we mean by Web 2.0? Interaction with our users
Help with providing metadata:
Addition of descriptions of images
Correction of OCR data
Additional subject information:
Customers tag records
Import tags from other sources e.g. Librarything
Reviews or Notes added to book records

20. What do we mean by Web 2.0?
Adaptation of Jaokar’s meme map by Alexandra D Matthews

21. Tagging holds potential for more intuitive search and navigation, but needs more research to understand benefit to researchers
Feedback suggests star rated reviews may be more useful than tagging to researchers

22. Facet analysis supports more flexible searching across larger datasets, but review of our data structures is needed to give more meaningful mapping of data for network users.
Cultural change of staff

23. What are we doing to deliver Web 2.0?
User-generated content
• User tagging and reviews included in 'Search our Catalogue' - the Library's beta Primo implementation
• User tagging and notes features live on Archival Sound Recordings website as of 10 March 2009.
• Tagging and notes features to be added to Online Gallery later this month
• Similar features to be incorporated in future digitisation projects
• User transcription and user-amendment of OCR under investigation
• Turning the Pages 2.0 allows users to contribute private and public notes on the volumes available

24. What are we doing to deliver Web 2.0?
Podcasting, video, and rich media
• Podcasting now routine aspect of web delivery for the Library - around 80 now available
• Up to 112,000 podcast downloads in the first nine months of
• Pod casts expand audience for events by up to 20 times the attendance at St Pancras
• Business and IP Centre has this week begun a live webcasting programme
• Library web Annual Reports making effective use of video of users, Chairman, Chief Executive
• Video now also included as a matter of course in the Library's virtual exhibitions
• Rich media now being used to integrate the gallery and web experience - eg Taking Liberties interactive

25. In Conclusion Planning next steps: Web 3.0?
Harvest the BL website to Primo
Move from beta to make Primo the main search tool for all catalogues
Web 3.0?
How will Primo help us to work with the Semantic Web and linked data?

26. Thank you
Questions?