© 2015 ex libris | confidential & proprietary discovery tools for health libraries: august 2015...

© 2015 Ex Libris | Confidential & Proprietary

Discovery Tools for Health Libraries: August 2015

Relevance: Why over 2,200 institutions worldwide have selected Ex Libris Primo


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

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 3

Diverse health & medical sites

Discovery Delivery


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


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



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



Protein

Broad topic searches: broader resources

Protein selectivity index

Narrow topic searches: specialized resources


Exploration and Learning: Serendipity

bX Article Recommender – based on usage data of millions of users

Virtual browsing

Trails – citations, authors, references

Browse


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


Compliant with the ODI – see http://tinyurl.com/naqyx4h

http://tinyurl.com/naqyx4h

http://tinyurl.com/naqyx4h


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


• 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


Discovery On the Go from Any Device

HTML 5, responsive designDesktop, mobile and tablet


Seamless Delivery

Direct links to full text

Direct referral to publisher


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


Strengthen Library Brand & Promote Services


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


… 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


Supporting the role of librarians

LibGuide page generated through the Primo API

Put LibGuides at the top of the results list

Searchable in Primo


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


Ideas?


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


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


THANK [email protected]

© 2015 ex libris | confidential & proprietary discovery tools for health libraries: august 2015...

Documents

specific topic

multiple search types

relevant search variation

wordsbroad topic

specific user profile

review articlesa search

exact itema search

overview of primo