1. The Ex Libris Merger and The Future Picture
A Presentation for ICOLC
Susan Pastore
Vice-President, Sales
Ex Libris Inc.
April 23, 2007

2. Agenda Exciting news! Our community grows
Changes in company structure: who, why, and what does it mean?
Product update
Summary

3. Ex Libris at a Glance
Business Software solutions for library resources
Customers More than 4,000 academic institutions worldwide
Presence countries, 8 subsidiaries and offices, 16 distributors
Locations Corporate HQ – Jerusalem, North American HQ – Boston
Staff professionals worldwide
Revenues $66 million (2006 E), $70 million (2007 E) profitable
Ownership Francisco Partners 100% ownership

4. Same focus, additional products
Ex Libris is a world leader in software solutions for managing academic and e-content library resources

5. Global distribution of clients
1,428
1,895
Europe
North America
Asia
166
Africa
521
126
Central and South America
Australia and New Zealand 8
Rest of the World

6. New owners: Francisco Partners
Who are they?
A leading, technology-focused global private equity firm
What do they do?
Accelerate business growth in mature IT companies
Create value through strategic insight
What do they offer?
US$ 5 billion in committed equity capital
Unique network of strategic resources

7. More customers—more staff, more office space
400 employees, worldwide
New facilities in Chicago, London, and Hamburg
More office space at headquarters

8. Select Customers
Consortia

9. Select Customers National Libraries The British Library
The National Library of Mexico
The Royal Library of Sweden
National Library of Chile
Austrian National Library (ANL)
The Russian State Library
The National Library of China

10. Our new community includes…
9 of the top 10 universities in the world
39 of the top 50 universities in the world
Source: Newsweek International
The Top 100 Global Universities 2006
69 of Europe’s top 100 universities
Source: Institute of Higher Education Shanghai Jiao Tong University Academic Ranking of World Universities 2006
31 of the top 50 technology universities worldwide
Source: Times Higher Education Supplement World University Rankings 2005
45 of the top 50 North American universities
Over 75% of ARL (Academic Research Libraries) members in North America are Ex Libris customers

11. Customer Base – North America
Total number of institutions: 1,890
Number of customers per product:
ALEPH = 408 institutions
Voyager = 1023 institutions
MetaLib = 699 institutions
SFX = 916 institutions
DigiTool = 58 institutions
Verde = 98 institutions
Primo = 33 institutions

12. Customer Mix – North America
94 libraries are members of the Association of Research Libraries (ARL) – which is 76% of the ARL membership
Over 50% of our customers are members of a shared system

13. Growing product portfolio
Primo (2006)
Company Evolution
Verde (2005)
MetaLib (2001)
ALEPH 500 (1997)
Voyager (2006)
Journals Onsite (2006)
DigiTool (2002)
SFX (2000)
Time

14. Product Portfolio Name Type Partners Hebrew University, Israel
ILS-Integrated Library System
The University of Ghent, Belgium
Link resolver
The Cooperative Library Network Berlin-Brandenburg (KOBV), Germany
Metasearch of scholarly information
University of Maryland, USA, and Curtin University, Australia
Enterprise Digital Asset Management
Harvard University and MIT, USA
ERMS-Electronic Resources Management System
HBZ, University of Minnesota, Vanderbilt University
Search, Discovery and Delivery end-user web application

15. The new Ex Libris product suite-migration plans
Ex Libris will continue to support, develop, and sell ALEPH 500 and Voyager
Our product implementation team will perform the following migrations:
Details regarding migration timeframes should be discussed with your local office
Ex Libris will continue to support all customer products until migration is final
LinkFinder Plus SFX ENCompass MetaLib
Meridian Verde
Curator DigiTool

16. The new Ex Libris product suite-migration plans
Existing Encompass licenses are being exchanged for Ex Libris product licenses
Data migration tools exist now for LinkFinder Plus, Encompass for Resource Access and Discovery Resolver
Data migration tools are being written as required—Curator and Meridian
Maintenance agreement costs are being held, as is
Migration cost is limited to training and knowledgebase costs, if applicable

17. Upcoming Release ALEPH version 19: November 2007 Improve TCO
GUI-based configuration for ALEPH setup tables
Batch processes
Staff permissions
Redesign course reserve functionality (within GUI)
Enhanced SRU support
Enhanced RFID integration with staff user client
SMS server connectivity
ALEPH publishing module, including:
Publishing to Google
OAI-PMH enabling enhancements
Enhanced X-Services

18. Upcoming Releases Version 6.5 (imminent) and 7.0 (Q4 2007)
Addresses priorities from 2006 enhancement process
Updated WebVoyage interface “look and feel”
Enhanced electronic invoicing/ordering support
Extended SIP/NCIP capabilities
Integration with Primo and Verde

19. Recent Release Version 4.0
‘Clustering’ of search results via Vivisimo
User interface: compliance with accessibility guidelines; ease of local customization
Integration with other applications: MetaLib/Primo integration; enhanced X-Server API; deep-linking in consortial environment
Infrastructure: support for OS and Oracle upgrades; improved performance; support for Web-based proxies and searching via proxy
KnowledgeBase expansion initiatives

20. Upcoming Release Version 3.00
SUSHI statistics retrieval and usage data manipulator
ERM advanced reporting abilities
SFX A-Z list (will also be available for SFX v3)
Advanced searching and search set manipulation
CJK search, sort, and display
Audit trail – transaction and financial history
Feedback from trial usage written directly to e-product

21. Upcoming Release Version 4.00
New technology platform-Oracle, Java, J2EE, Linux, SOLARIS
Tighter integration with Verde ERM system
Single knowledgebase shared by SFX and Verde
Enhancements to the administration interface, including task-based Wizards: intuitive, workflow-oriented
Further integration of print holdings (loaders, plugIns)
Availability in Q1 2008

22. DigiTool Upcoming Release
Version 3.5: Q2 2007
Integration with external persistent identifier methods (e.g., DOI, URN and handle)
Support for object and metadata version control
Enhanced METS capabilities
Extended support for metadata (PREMIS, VRA, MODS)
Extended support for repository information exchange (e.g., OAI-PMH and ALEPH)
Beyond version 3.5:
Specialized applications based on existing infrastructure
Enhanced preservation functionality

23. General Release Version 1.0 Q2 2007 Discovery and Delivery
Publishing platform
Pipes for different data sources, e.g., ILS (ALEPH,Voyager and others) and digital repositories
Normalization and enrichment (including de-dup and FRBR)
Advanced search features including “did you mean”, ranking, faceted browsing, and much more
Social computing
Administrative tools
Web services

24. Libraries Operate in a Transitional Environment
A digital revolution
% of expenditure on e-resources

25. Libraries Operate in a Transitional Environment
Growing emphasis on economics
Institutions competing on students and researchers
Do more with less
Globalization
Competition and collaboration beyond traditional local/academic boundaries
Google Scholar, Book Search
Open Content Alliance (OCA)
Million Book Project, etc.
Switch points

26. Multiple Paradigm Shifts
Format
Print
Electronic/ Digital
New Types
(e.g., Datasets)
Acquisition Model
Owner-ship
Subscription
Pay Per Use
Chapters & Articles
Granularity
Bundles
Books & Journals

27. … and the Users shift, too
A generation that grew up with iPod, video games, cell phones, online communities… redefines user expectation
Users view themselves not just as consumers of information but also as creators (research material, course material, reviews, blogs, etc.)
Libraries need to adjust their services help institutions better serve the user
“Our users expect simplicity and immediate reward and Amazon, Google, and iTunes are the standards against which we are judged. Our current systems pale beside them.”
Final report, December 2005, prepared for the University of California by Bibliographic Services Task Force

28. As much as we would like to make it simple…
Reality is that for the next 5-10 years libraries will continue to operate in a complex, heterogeneous environment.
Chapters & Articles
Print
Subscription
Pay Per Use
New Types
(e.g., Datasets)
Books & Journals
Bundles
Electronic/ Digital
Ownership

29. Electronic collections Electronic collections Electronic collections
The big picture
Science Direct
EbscoHost
Back-end functions:
ACQ,Serials, Circ,…
Back-end functions:
Ingest, Delivery,..
Back-end functions:
KB-linking, licenses, …
Nature
OPAC
Resource Discovery
Metasearch; linking; D-
Repository
ALEPH
ILS
Digitool
Linking
SFX
Electronic collections
Electronic collections
e-journals, e-books, databases, etc.
Books, journals, etc.
Physical collections
Digital collections
IRs, images, etc.
Metasearch
MetaLib
Electronic collections
ERM
Verde
Under library control (mostly local)
Not under library control (remote)

30. Electronic collections Electronic collections Electronic collections
The bigger picture
Google
MSN
Portals
E-research
Learning
LMS/CMS
E-research
Science Direct
EbscoHost
Back-end functions:
ACQ,Serials, Circ,…
Back-end functions:
Ingest, Delivery,..
Back-end functions:
KB-linking, licenses, …
Nature
OPAC
Resource Discovery
Metasearch; linking;
ALEPH
Digitool
SFX
Electronic collections
Electronic collections
e-journals, e-books, databases, etc.
Electronic collections
Books, journals, etc.
Physical collections
Digital collections
IRs, images, etc.
MetaLib
Verde
Under library control (mostly local)
Not under library control (remote)

31. Library Challenges and Opportunities
1. Address shifting needs of a changing user community
2. Reduce cost of operations while increasing value to customers
3. Leverage collaboration and economies of scale
4. Extend services and business to new domains
5. Legacy technology

32. Ex Libris Strategy #1: The End User
Provide a system and services that enable libraries to expose content and services to users where & when they need it and in the way they expect it
Strategy: specifying an organization's objectives, developing policies and plans to achieve these objectives, and allocating resources so as to implement the plans.
The process involves matching the company's strategic advantages to the business environment the organization faces. One objective of an overall corporate strategy is to put the organization into a position to carry out its mission effectively and efficiently. A good corporate strategy should integrate an organization’s goals, policies, and action sequences (tactics) into a cohesive whole.

33. New Architecture: Decoupling the User Experience from Back-End Systems
Front -end
Primo: Discovery & Delivery
Metasearch
Primo repository
External
Databases
Journals
Repositories
Internet Services
EBSCOHost
Google Scholar
ProQuest
Back -end
Digital
Repositories
DigiTool
DSpace
TV News …
Knowledge
Bases
Verde
SFX
MetaLib …
CMS/LMS
Sakai
BlackBoard
Moodle …
Institutional Websites
ILS
ALEPH
Voyager
Unicorn …
Institutional

34. Ex Libris Strategy #2: Unified Resource Management
Provide unified solutions for the management of scholarly content irrespective of format and acquisition type, facilitating library-wide processes, procedures, and systems, removing redundancies and inconsistencies, and enabling libraries to leverage best practices while reducing TCO

35. The Evolution of Library Systems
Decoupled architecture enables libraries to revolutionize the front-end while continuing the back-office evolution
Physical
Assets
(1980’s)
Physical + +e Add-ons
(1990’s)
Electronic/ Digital
Assets
(2000’s)
User
Experience
(2006)
Unified
Resource
Management
(future)

36. Ex Libris Strategy #3: Collaboration
Provide solutions that enable libraries to utilize varying models of cooperation and resource-sharing to better serve the user, increase efficiencies, and reduce the cost of operations

37. Providing a Platform for Collaboration
50%+ of Ex Libris customers in North America are consortium members
Decoupled architecture enables back-end collaboration with front-end differentiation
MetaLib Portals
Primo Scopes: configurable options for scoping the domain of search (e.g., local/national, medical, scientific)
Primo Views: enables custom configuration of the user interface and scope of search
Hans Geleijnse
Director of Library and IT Services Tilburg University
The Netherlands

38. The Local Library is Not Going Away
Libraries are best equipped to provide “the last mile” services to users
The definition of “last mile” can be different for each library
From as simple as a circulation desk to ownership and servicing of unique local repositories
Must balance the need to collaborate and the desire to differentiate
Require systems that support flexible and varying degrees of collaborations on different dimensions
Hans Geleijnse
Director of Library and IT Services Tilburg University
The Netherlands

39. Strategy #4: From Library to ‘Librarisher’
Help libraries transition to a new role as the facilitators of knowledge creation through multi-level interaction between user and information

40. Add VALUE to the Knowledge Creation Cycle
Print
Digital
Electronic
Regional
Global
Local
Facilitate the publishing and creation of collections (in addition to discovery and access)

41. For Example: Research and Learning Needs
E- Learning
Creation and acquisition of digital learning content
Institutional Repositories
Creating electronic archives of working papers, articles (pre-prints, post-prints, published versions), theses and dissertations, conference proceedings
E-science
“In next 5 years E-science projects will produce more scientific data than has been collected in the whole of human history” (Tony Hey)
Institutional vs. disciplinary lines
Huge problems in collecting, organizing, describing, archiving, disseminating and sharing data
The term "cyber infrastructure" was coined by a National Science Foundation (NSF) blue-ribbon committee to describe the new research environments in which advanced computational, collaborative, data acquisition and management services are available to researchers through high-performance networks. The term is now widely used to embrace a range of e-research environments that are emerging from the changing and innovative practices--often called "e-science" or "e-research"--of scientists and scholars in all disciplines. Cyberinfrastruture is more than just hardware and software, more than bigger computer boxes and wider network wires.   It is also a set of supporting services made available to researchers by their home institutions as well as through federations of institutions and national and international disciplinary programs.

42. Strategy #5: From Legacy to Relevancy
Build a flexible system based on function not on products
From administration-centric to user-centric
Meet the business needs by protecting investments and offering incremental transition
Emphasis on inter-operability to other sub-systems
Solution based on latest technology and industry standards (Oracle, J2EE, Web Services, etc.)

43. Global
Regional
Local
Digital
Print
Ex Libris is the only provider of end-to-end solutions that address the complete spectrum of functionality and resources required by libraries
Electronic

44. Primo: a step towards the future
Primo is the Ex Libris solution to address current and future user expectations and library needs:
Focusing on user-centered design
Delivering services at the user’s point of need
Capitalize on the richness found in its catalogs and repositories
Consolidate print collections, electronic resources, and digital repositories (Ex Libris’ and 3rd party!)
Primo is a key component in our overall strategy for the next generation of research solutions

45. Primo Search Screen

46. Addressing user needs
Enables institutions to define the level of discovery relevant to the user
Primo Scopes: configurable options for scoping the domain of search (e.g., local/national, medical, scientific)
Primo Views: enables institutional configuration of the user interface and scope of search in a multiple-institutional setup (e.g. consortia)
Meet the users where they are: enables integration of discovery and delivery into the user context
e.g., CMS/LMS, portals

47. Built with the library and university in mind
Leverages existing systems with a built-in platform for harvesting local data
Enables easy integration with local infrastructure and services
e.g., authentication and authorizations of users, ILS and other delivery systems
Supports library standards
e.g., MARC, OAI-PMH, OpenSearch, OpenURL, SRU/SRW, Z39.50

48. The Publishing Platform
Harvesting
Harvests the source records from multiple sources
Print, digital, and electronic resources
Out-of-the-box pipes
Various ILS (ALEPH, SirsiDynix Unicorn, …)
Generic MARC, SFX KB, MetaLib KB, DigiTool
Generic Dublin Core, PNX (Primo Normalized XML), and more
Efficient methods for incremental updates
Availability status
Bibliographic information

49. The Publishing Platform (cont.)
Normalization & Enrichment
Creates the Primo Normalized XML records (PNX)
Enriches the source data
Detects duplicates and creates FRBRized groups
Admin Center
Set-up, configuration, customization
Ongoing tasks: scheduling and monitoring
Wizards to accomplish this and XML

50. Primo’s Admin Center

52. Development Partners-Global
University of Minnesota
Vanderbilt University
Royal Library of Denmark
hbz

53. Charter Members -Global
Boston College
Community College Library Automation (FL)
Cleveland Museum of Art
Iowa State University
University of Iowa
University of East Anglia
Establishing Voyager Libraries now

54. Thank you! Questions?? Susan.pastore@exlibrisgroup.com