1. Primo Roadmap
June 2016

2. Confidentiality Statement
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3. EMERGING TECHNOLOGIES
Market Drivers
WEALTH OF CONTENT
CONTENT OPENNESS
EMERGING TECHNOLOGIES
USER EXPERIENCE
LIBRARY UNIQUENESS
BIG DATA INTELLIGENCE
USERS
LIBRARIES
INSTITUTIONS
As we analyze the trends in the market, listen to customers and experts – we see 6 core market drivers that guide our product vision:
User Experience: students are growingly accustomed to the immediacy of information, intuitive search options and easy availability of content regardless of the device they use, their physical location, or the source of the content. They expect the same experience at the library.
Library Uniqueness: As content become widely available, libraries need to emphasize their uniqueness – by showcasing their special collections and promoting their brand throughout the discovery process.
Content Openness and Completeness: The need to display all relevant content as part of the discovery is key to libraries and users. This requires search neutrality, openness and collaboration among vendors.
Big Data Intelligence: Central index include huge amounts of data. Managing this data, analyzing usage, and acting on insights will enable libraries greater ability to optimize their collections and improve the discovery experience.
Emerging Technologies: new technologies enable better user experience, a more comprehensive discovery, and enhanced operational efficiency.
Global Community: Collaboration between libraries on a global scale is on the rise. The ability to share knowledge and resources is key for libraries in order to stay at the forefront.
Our roadmap is guided by this vision, helping us to focus product developments on addressing these current and emerging needs.

4. EMPOWERING LIBRARIES TO SHAPE THE DISCOVERY EXPERIENCE
This is where Primo comes into play.
We provide libraries the ability to shape the discovery experience of their users – students, faculty and staff, and to maximize the value of library collections and services.
PROVIDING STUDENTS, FACULTY AND STAFF WITH AN INTUITIVE, END-TO-END SERVICE, AND MAXIMIZING THE VALUE OF LIBRARY COLLECTIONS

5. Understanding Users’ Needs

6. Key Insights into User Experience
Ex Libris User Studies
Log Analysis
Customer Feedback
Increased use of mobile devices
Learning through discovery
Diverse needs of students & faculty
Known-items searches
> 50% of queries
Reading lists: key gateway to the library for undergraduates
Differences across disciplines

7. Patrons Library Bridging the Gap Enhance User Engagement
At the end it’s all about bringing Patrons and libraries closer.
The library wants to expose its wealth of content and services to users and maximize its impact
Patrons expect the library to serve them “in their terms” – i.e. in the way that is most convenient for them, and with the tools that are familiar to them
Bridging the gap between patrons and libraries is the key to:
Enhance user engagement – students and faculty
Maximize library contribution to research teaching & learning
Demonstrate the value of library services to the decision-makers across the institution
This is the main challenge we aim to address.
Let’s see how this challenge translates into the Primo roadmap
Enhance User Engagement
Maximize Library Contribution to Research Teaching & Learning
Demonstrate Value of Library Services

8. Discovery Product Strategy
Broad & Rich Content
User Experience
Library Empowerment
Discovery in Context

9. Discovery Product Strategy: Broad & Rich Content Offering
High-quality content index
Content enrichment
Content analytics
Content neutrality
Leveraging key assets & technologies
Deep content coverage
Authoritative resource metadata
Ulrichsweb & Controlled vocabulary
Big data analytics

10. Leveraging Summon Central Index Content in Primo Central
Ingest records harvested and enriched by Summon
More data sources
Metadata librarians team
Enriched data
Ulrich’s
Peer reviewed indicator
Serial type
Granular resource types (e.g. journal article vs. magazine article vs. trade publication article).

11. Enhancing Content Coverage – Examples
Vandenhoeck & Ruprecht 
journals and ebooks
Knovel Corporation
ebooks
American Medical Association
journals
ACM Digital Library
conference proceedings, journals (needs updates for Summon too)
Al Manhal FZ
journals, books, dissertations
Kanopy
Streaming Media
Brill
ebooks and journals CRC Press
McGraw Hill Education
AccessScience
Fundación Lilly
Medicina en espanol (MEDES)
Sage Publications
SAGE Business Researcher

12. Search and Find – Highlights
Priority Setting
Search log analysis, customer feedback, Ranking Advisory Group, user studies
Coming Next
Increase the result mix for ambiguous topic searches (1 – 3 words)
Provide a mix of overview and specialized research material
Further adjustments to the document boost for Primo Central records
Adjustments to Boolean searches
Change behavior to be the same in advanced and simple search
Add brackets for more clarity
Increase glanceability and linking for Primo Central preferred records in a group
Enrich preferred record with fields from other records in the same group

13. Discovery Product Strategy: User Experience
Exploratory discovery
Seamless patron services
Exposure of relevant data from multiple sources
Mobility
User Experience
Leveraging key assets & technologies
Data-driven services
Integrated user workflows
User interface
Linked Data

14. Exploration through Data-based Services
Citation Trail
Topic Exploration
LibGuide Recommender
Resource Recommender
Article Recommendations (bX)

15. Citation Trail – New Exploration Paths

16. Citation Trail – New Exploration Paths

17. Resource Recommender – Discovery as a Gateway
Exploration
Search
Resource Recommender
Library collections and beyond
Institutional Resources
Databases
Linked data
Library Resources
People

18. New User Interface
Demo: Please use Chrome browser

19. Clean, Intuitive Look & Feel

20. Easy Drill Down to Full Item’s Details
“I like it shows all the details of the book on one page”
Quotes are taken from La Trobe university usability test
La Trobe University

21. Seamless Services: Patron Requests
“All your requests are in one spot – not in different tabs”
Quotes are taken from La Trobe university usability test
La Trobe University

22. Seamless Services: Citations
“Easy way to use citations – you don’t have to go searching for it… Primo does it all for you”
Quotes are taken from La Trobe university usability test
La Trobe University

23. Seamless Services: My Library Card
“Everything is just there, you don’t have to hunt for it”
Quotes are taken from La Trobe university usability test

24. New User Interface: Rollout Timeline
Aleph/Voyager beta release (not all features included)
Additional features
Release
May 2016
Aug. 2016
Nov. 2016
OvP Aleph/Voyager
My library card
Service page
Full display
Customization
Mobile
Accessibility
Advanced  search
bX Recommender
Consortia support – Alma
Citation trail
Virtual browse
Featured results
Personalization

25. Linked Data in Discovery
Enhance patron discovery, connecting between the new Primo UI and external Linked Data sources
Expose end-users to related information based on URIs stored with the metadata

26. Linked Data in Discovery: Example of Enhanced Patron Services
Retrieve data from VIAF to display information about selected co-authors and other author works
Retrieve data from LC to display information about related subject terms

27. Discovery Product Strategy: Library Empowerment
Analytics-driven optimization
Exposure of special collections
Flexible, easy-to-use customization
Workflow efficiency
Library Empowerment
Leveraging key assets & technologies
Integrated workflows with Alma/ILS
Digital Collections
Customization framework
Analytics infrastructure

28. Primo Analytics for Continuous Optimization
Search Actions
User interface options and layout
Collections development
Results boosting
Facet types, order and sorting
Make data-driven decisions:
Result Page Actions
Device Usage
Example of the type of reports and insights that can be obtained from Primo Analytics, supporting various decisions – to improve user experience and optimize collection development.

29. Primo Roadmap: Analytics
Extend Primo analytics capabilities:
Alma & Primo combined reports
New subject area – journal usage
Additional data elements: Referrer, user group
Consortia support
PRIMO ANALYTICS

30. REST API 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 APIs for Search & eShelf
Coming Next:
Additional services with REST – expose APIs used by new UI
Linked data
REST API

31. Discovery Product Strategy: Discovery in Context
Discovery through multiple entry points
Personalized user experience
Expansion of discovery to research and teaching and learning domains
Discovery in Context
Leveraging key assets & technologies
Integrated workflows with research tools
Integrated workflows with institutional reading list solutions

32. Discovery as a Gateway Integration with teaching and learning tools
Primo- Leganto integration
Instructors can search in Primo via the Leganto interface
Export to Leganto Primo eShelf content
Integration with research tools
Primo –RefWorks integration
Search in Primo via the RefWorks interface
Use RefWorks as central eShelf

33. EX LIBRIS INTEGRATED OFFERING

34. Integrated Offering Roadmap
Primo – Alma
Analytics cross-reporting
Patron self-registration
Auto sync pipes
Primo – Leganto
Leganto reading lists discoverable in Primo
Add Primo results to a Leganto reading list
Single favorites list
Primo
Unified Discovery & Delivery
Leganto
Reading List Solution
Alma
Print, Electronic & Digital Resource Management

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

36. THANK YOU