© 2015 Ex Libris | Confidential & Proprietary
Discovery Tools for Health Libraries: August 2015
Relevance: Why over 2,200 institutions worldwide have selected Ex Libris Primo
© 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 users
Demonstrating value
Growing user expectations
Multiple devices
The Challenging Role of Libraries in a Dynamic User Landscape
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Diverse health & medical sites
Discovery Delivery
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Search and Find
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-Item Broad Topic Narrow Topic
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Search and Find: ScholarRank™ Intelligent Ranking Technology
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
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Search and Find: ScholarRank™ Intelligent Ranking Technology
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
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Search and Find: ScholarRank™ Intelligent Ranking Technology
Protein
Broad topic searches: broader resources
Protein selectivity index
Narrow topic searches: specialized resources
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Exploration and Learning: Serendipity
bX Article Recommender – based on usage data of millions of users
Virtual browsing
Trails – citations, authors, references
Browse
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Content Neutrality & Open Discovery
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
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Compliant with the ODI – see http://tinyurl.com/naqyx4h
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Primo Central – Content Highlights
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
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• 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
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Discovery On the Go from Any Device
HTML 5, responsive designDesktop, mobile and tablet
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Seamless Delivery
Direct links to full text
Direct referral to publisher
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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
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Strengthen Library Brand & Promote Services
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Primo Analytics for Continuous Optimization
• 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
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… and if libraries want to work together…
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
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Supporting the role of librarians
LibGuide page generated through the Primo API
Put LibGuides at the top of the results list
Searchable in Primo
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A Strong and Active Customer Community
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
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Ideas?
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The Top 10 Reasons Libraries Prefer Primo
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
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The Top 10 Reasons Libraries Prefer Primo
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 ContentNeutrality
Enhanced consortia collaboration, maintaining flexibility and autonomy for member institutions
Unique Support forConsortia
Working groups, user conferences and a developers network for collaboration, idea exchange and influencing the Primo roadmap
Strong & ActiveCustomer Community
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THANK [email protected]