1. © 2015 Ex Libris | Confidential & Proprietary Discovery Tools for Health Libraries: August 2015 Relevance: Why over 2,200 institutions worldwide have selected Ex Libris Primo

2. © 2015 Ex Libris | Confidential & Proprietary Intuitive, user-friendly discovery Provide the right materials, cost-effectively Flexibility to cater to different types of user need Show impact of library services and collections Device neutrality, usability and accessibility Overwhelming volume of data, from multiple sources Serving diverse usersDemonstrating value Growing user expectations Multiple devices The Challenging Role of Libraries in a Dynamic User Landscape

3. © 2015 Ex Libris | Confidential & Proprietary Diverse health & medical sites 3 DiscoveryDelivery

4. © 2015 Ex Libris | Confidential & Proprietary Search and Find 4 Support for multiple search types A search for a specific item Usually matches record in the system (title, citation…) Users expect to get the exact item A search for a broad term (e.g. name of research field) Users expect to get an overview of the topic (e.g. review articles) A search for a specific topic (e.g. a precise research question) Users expect to get specialized research articles on the subject Known-ItemBroad TopicNarrow Topic

5. © 2015 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 5 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

6. © 2015 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 6 Quick delivery of optimal results Log analysis User studies Ranking Advisory Group Customer feedback Continuously enhanced based on: Language Stemming Title / Author Citation Term variations Spelling mistakes … Field boost Frequency Phrase recognition Year recognition and boosting Broad topic recognition Value score … Boosting / de-boosting Increase score Define placement Define minimum score … Query Match Item’s Value Score User Profile

7. © 2015 Ex Libris | Confidential & Proprietary Search and Find: ScholarRank™ Intelligent Ranking Technology 7 Protein Broad topic searches:  broader resources Protein selectivity index Narrow topic searches:  specialized resources

8. © 2015 Ex Libris | Confidential & Proprietary Exploration and Learning: Serendipity 8 bX Article Recommender – based on usage data of millions of users Virtual browsing Trails – citations, authors, references Browse

9. © 2015 Ex Libris | Confidential & Proprietary Content Neutrality & Open Discovery 9 Trends Pressure on renewals Competitive price pressure in standalone deals (Central & East Europe, China, SEA) Growing importance of Alma & Primo deals Decreasing # of standalone deals (especially in advanced markets) Alma – the main driver for new business  Ranking  Linking  Inclusion of materials in Primo Central  Discovery of Open Access content Relevancy ranking purely according to search context and user profile!  Ex Libris is one of the founders and an active member of the NISO Open Discovery Initiative (ODI)  Already complying with most of the requirements for discovery system vendors  Remaining gaps to be closed by Q1 2016 No bias towards any content provider Fully committed to ODI recommendations

10. © 2015 Ex Libris | Confidential & Proprietary Compliant with the ODI – see http://tinyurl.com/naqyx4hhttp://tinyurl.com/naqyx4h 10

11. © 2015 Ex Libris | Confidential & Proprietary Primo Central – Content Highlights 11 E-books vendors Dawson, Ebook Library, Ebrary, Ingram Digital, Vlebooks, HathiTrust A&I databases Thomson Reuters (Web of Science), Elsevier (Scopus), Medline, ERIC, Modern Language Association (MLA), GeoRef, WTI Frankfurt Regional content Wanfang (China); Nurimedia (Korea), RMIT/Informit (Australia), SwePub (Sweden), Casalini Libi (Italy), GBI – GENIOS (Germany) Aggregators ProQuest, Gale, Publishing Technology (IngentaConnect), JSTOR, CredoReference, Knovel Primary publishers Springer, Wiley, Elsevier, NEJM, Oxford University Press, IOP Publishing, S. Karger, IEEE Open access & Institutional Repositories HathiTrust, Arxiv, PLoS, PubMedCentral, UCL Discovery, DOAJ, Medline/PubMed, DASH (Harvard), BRAGE (BIBSYS), Leiden University Repository

12. © 2015 Ex Libris | Confidential & Proprietary Fresh, fast and intuitive New technologies based on RESTful APIs One experience for all devices Integrated exploration flow Flexible and easy to customize Intuitive User Interface 12

13. © 2015 Ex Libris | Confidential & Proprietary Discovery On the Go from Any Device 13 HTML 5, responsive design Desktop, mobile and tablet

14. © 2015 Ex Libris | Confidential & Proprietary Seamless Delivery 14 Direct links to full text Direct referral to publisher

15. © 2015 Ex Libris | Confidential & Proprietary OPAC via Primo: All Patron Services in One Consistent Interface Place holding requests Change password Edit user details Place photocopy requests Review and renew loans View fines 15

16. © 2015 Ex Libris | Confidential & Proprietary Strengthen Library Brand & Promote Services 16

17. © 2015 Ex Libris | Confidential & Proprietary Primo Analytics for Continuous Optimization 17 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

18. © 2015 Ex Libris | Confidential & Proprietary … and if libraries want to work together… 18 Share resources while maintaining autonomy and flexibility Shared resources Collection development Centralized collection activation Technical services … Branding Primo Central activations System configuration Blending settings Authentication … Collaborate with peer institutions Make it your own Access materials from all consortia members Easily identify nearest material location Enhance service to users

19. © 2015 Ex Libris | Confidential & Proprietary Supporting the role of librarians 19 LibGuide page generated through the Primo API Put LibGuides at the top of the results list Searchable in Primo

20. © 2015 Ex Libris | Confidential & Proprietary A Strong and Active Customer Community 20 Exchange Ideas Influence Product Roadmap Collaborate Share & Contribute IGeLU & ELUNA annual events Working groups Active mailing list Customer voting Ex Libris commitment for developments Annual directors meeting Development partnerships Developer Network Knowledge Center

21. © 2015 Ex Libris | Confidential & Proprietary Ideas? 21

22. © 2015 Ex Libris | Confidential & Proprietary The Top 10 Reasons Libraries Prefer Primo 22 Sophisticated algorithms to deliver content most relevant to the search context and each user’s profile Relevancy Ranking Exploration and learning through automatic recommendations, virtual browse and citation trails Serendipitous Discovery Discovery on-the-go from any device, providing a fresh and intuitive web experience Next Generation User Interface Numerous academic and scholarly resources, with comprehensive and robust metadata, and full text coverage A wealth of content in Primo Central Index A unified, end-to-end solution for library resource management, discovery and delivery Alma & Primo Interoperability

23. © 2015 Ex Libris | Confidential & Proprietary The Top 10 Reasons Libraries Prefer Primo 23 Ranking algorithms, metadata and UI can be customized to meet library objectives and user needs Flexible Configuration & Customization Insights into user behavior and usage data to optimize the discovery experience and collection development Rich Analytics & Reporting No bias toward any vendor in ranking, linking, materials inclusion, or open access content discovery Complete Content Neutrality Enhanced consortia collaboration, maintaining flexibility and autonomy for member institutions Unique Support for Consortia Working groups, user conferences and a developers network for collaboration, idea exchange and influencing the Primo roadmap Strong & Active Customer Community

24. © 2015 Ex Libris | Confidential & Proprietary THANK YOU robert.bley@exlibrisgroup.com