1. Lessons from ELUNA 2007 Spearfish, South Dakota “Dances with Librarians”

2. McGill University Library Information : Innovation : Service Agenda  ELUNA, the user group  Ex Libris, the company  Ex Libris System Seminar  ELUNA 2007, the conference ======================  ALEPH and ARC - Jane  SFX - Heather  MetaLib – Jane  DigiTool - Elizabeth  Verde - Joseph  Primo – Louise  Questions, Demos

3. McGill University Library Information : Innovation : Service Ex Libris Users of North America  Original Aleph User’s group, NAAUG, started in 2000, 2 nd meeting was here at McGill. Then came SMUG..  ELUNA came into existence in 2005: one users’ group for all Ex Libris products A product working group for each product, concerned with enhancements, communication between users, product ‘track’ at the conference  Next year’s meeting: ELUNA + EndUsers (Endeavor Users’ Group) together

4. McGill University Library Information : Innovation : Service Ex Libris, LTD  Acquisition of Endeavor Aleph and Voyager are in use at over 3,000 sites worldwide Other products – across 1,500 sites  Robert Mercer: new President of Ex Libris North America  Increased customer base = commitment to more support staff, more R+D  Strategic Directions Discovery 2 Delivery Re-integration of the “back-end” - URM

5. McGill University Library Information : Innovation : Service Ex Libris System Seminar – 2 days  Given by Ex Libris development staff  Separate tracks by product: 2 ALEPH tracks both days SFX one day; MetaLib the next DigiTool one day; Verde the next Primo one day; Voyager and cross products (e.g. PDS) the next 2 all day training tracks – SFX and MetaLib

6. McGill University Library Information : Innovation : Service Ex Libris System Seminar – 2 days

7. McGill University Library Information : Innovation : Service ELUNA – 2.5 days  Presentations by sites Example: “The Good, the Bad and the Non-Latin: Further Adventures in Unicode” by Charles Husbands of Harvard  Poster Sessions (aka ‘local mods’) Example: “Direct Export: Sending Catalog records to RefWorks and EndNote” by staff at Notre Dame  Product Working Groups  SIGs for products, Aleph modules, etc. Example: The ARC Special Interest Group, Jane is the Chair  Product features covering ALEPH, ARC, SFX, MetaLib, DigiTool, Verde and Primo (and Voyager)  Updates and strategic directions from Ex Libris

8. McGill University Library Information : Innovation : Service Aleph

9. McGill University Library Information : Innovation : Service Company Update - ALEPH  3 more releases of Aleph – 19, 20, 21 (likewise 3 more for Voyager) – up to the end of 2009  Version 19: Course Reserves management integrated into the Circulation Module Improvements to Service Packs (mid- version upgrades) 100 enhancements across the product

10. McGill University Library Information : Innovation : Service ALEPH – new possibilities for McGill  Inter-campus borrowing  Booking module  Single Signon across the Catalogue, MetaLib and DigiTool  Librarian, end-user created RSS feeds from the Catalogue

11. McGill University Library Information : Innovation : Service Aleph Reporting Center (ARC)

12. McGill University Library Information : Innovation : Service ARC  ARC version 2 is now available  new parameters for filtering  revamped user interface  new report display formats  improved search functionality  advanced drill-through capabilities  new customization options  faster report execution

13. McGill University Library Information : Innovation : Service

15. SFX

16. McGill University Library Information : Innovation : Service Company Update – SFX  Nearing 1500 SFX customers world wide - Last 500 sites joined the family recently  Major product of its kind in the market  5 new staff positions are being added in this area – customers can expect better support!

17. McGill University Library Information : Innovation : Service Current Status  SFX customers are happy with the current platform  Seen as popular and critical public service  Additional SFX enhancements are desired

18. McGill University Library Information : Innovation : Service What are other sites doing?

19. McGill University Library Information : Innovation : Service Ex Libris Roadmap for SFX  Develop enhanced functionality in SFX  Remain on MySQL platform  Periodic service packs with fixes and enhancements  Continues focus on KB enhancements

20. McGill University Library Information : Innovation : Service Roadmap (cont’d)  Verde + SFX Integration: Verde v.3 + SFX v.4 as an Integrated application on a single Knowledge Base Anticipated for Q4, 2008 Verde: Ex Libris’ e-Resource Management System

21. McGill University Library Information : Innovation : Service 5 Development Areas  New SFX Admin, Tools, Config, Exports  Statistics: Consortium, New reports, Warehousing, Sharing with Verde  End User improvements: Menu, A-Z, Link “experience”  KnowledgeBase focus  System librarian tweaks: scripts, error reporting

22. McGill University Library Information : Innovation : Service KnowledgeBase Focus  KB is a big issue Inaccurate and incomplete data Journal title changes and transfers between publishers Timing issues …  Ex Libris committed to improve the data quality Fine-tuning data, augmenting data, linking support for e-books, other services, direct service linking

23. McGill University Library Information : Innovation : Service End User Improvements  Improved A-Z list CJK support –sorting, searching, displaying Title links instead of numbered pages Embedded CitationLinker (Article Finder) Retain last search term across A-Z tabs “Journal of…” issue (Ex Libris is working on it)  Direct Link Banner

24. McGill University Library Information : Innovation : Service New version of the A-Z List

25. McGill University Library Information : Innovation : Service Direct Link Banner

26. McGill University Library Information : Innovation : Service End User Improvements  A-Z Ajax (to be released in Sept)

27. McGill University Library Information : Innovation : Service MetaLib

28. McGill University Library Information : Innovation : Service Metalib - What are other sites doing?

29. McGill University Library Information : Innovation : Service Metalib - What are other sites doing?

30. McGill University Library Information : Innovation : Service MetaLib 4 is now available

31. McGill University Library Information : Innovation : Service MetaLib 4

32. McGill University Library Information : Innovation : Service MetaLib 4

33. McGill University Library Information : Innovation : Service MetaLib 4 - Accessibility

34. McGill University Library Information : Innovation : Service DigiTool

35. McGill University Library Information : Innovation : Service Lessons from ELUNA: DigiTool  Spearfish is a nice place  Who has bought DigiTool?  What are they doing with it?  Where is ExLibris going with it?  What are we doing with it?  Sneak preview of eScholarship@McGill

36. McGill University Library Information : Innovation : Service Spearfish is a nice place  The Black Hills have been sacred to the Native American peoples of the high plains for millennia  Sacred places tend to have a positive effect on people...

37. McGill University Library Information : Innovation : Service Who has bought DigiTool?  About 80 institutions world wide  About 35-odd in NA  Not clear who has DigiTool 2 and who has DigiTool 3

38. McGill University Library Information : Innovation : Service What are they doing with it?  eTheses  eExams  eReserves  Course materials (WebCT, etc.)  EAD-encoded finding aids  Deep-linked content for Aleph  Digital Collections  Website archiving  Government and institutional records archiving  Backend to specialized web applications  Backend content provider for alternative user interfaces  Very few are using the public interface (aka Resource Discovery

39. McGill University Library Information : Innovation : Service Site examples

40. McGill University Library Information : Innovation : Service Where is Ex Libris going with it?  Decoupling backend management from front-end client delivery. GRUMPs: GRand Unified Management Programs (my terminology)  Improving support for digital preservation  Separate functionality of DigiTool into three “verticalities”: IR, Cultural Heritage (digital collections), Digital Preservation

41. McGill University Library Information : Innovation : Service What are we doing with it?  DigiTool lets us manage and deliver digital objects in a variety of formats in a variety of ways.  Some digital formats: images (gif, jpeg, jpeg2000, tif), video, audio, and multi-part files (METS, complex objects).  Some methods of access: HTTP, OAI, Z39.50, Web services (X-Server).  Concentrating on eScholarship  eScholarship has two components ePrints: McGill-authored research (articles, conference papers, monographs, etc.) eTheses: masters and doctoral theses

42. McGill University Library Information : Innovation : Service DigiTool

43. McGill University Library Information : Innovation : Service Verde

44. McGill University Library Information : Innovation : Service Verde  Verde assists libraries and information centers in managing their electronic collections throughout the e-product life cycle - from evaluation, selection, and acquisition through renewal and cancellation  A comprehensive knowledge base to inform and assist librarians in acquisition processes and to automate the upkeep of e-collections  Powerful functionality that facilitates collection- development decision making and cost analysis  For SFX customers, assistance in managing electronic journals with no duplication of effort  Comprehensive collection-management tools that enable libraries to generate statistics and reports

45. McGill University Library Information : Innovation : Service Primo

46. McGill University Library Information : Innovation : Service Primo

47. McGill University Library Information : Innovation : Service Primo  One search box

48. McGill University Library Information : Innovation : Service Primo – results from different ‘silos’

49. McGill University Library Information : Innovation : Service Primo – Facets based on the search

50. McGill University Library Information : Innovation : Service Thank you! Questions? Demo?

51. McGill University Library Information : Innovation : Service Demo anyone?  SFX – New A-Z List http://mclink.library.mcgill.ca/sfx_test/az http://mclink.library.mcgill.ca/sfx_test/az  SFX – Direct Link Banner http://mclink.library.mcgill.ca/sfx_test/az http://mclink.library.mcgill.ca/sfx_test/az  McGill eScholarship http://escholarship.mcgill.cahttp://escholarship.mcgill.ca  Link to this show: http://www.library.mcgill.ca/ALEPH/world_of_exlibris.htm