0 ex libris ltd., 2014- internal and confidential ex libris overview dvir hoffman vp, product...

1 Ex Libris Ltd., 2014- Internal and Confidential

Ex Libris Overview

Dvir HoffmanVP, Product Management & Marketing

2 Ex Libris Ltd., 2014 - Internal and Confidential

Ex Libris in Figures

110 new customers 5,500+ institutions 560 employees (up from 530) Primo - 2100 institutions Alma – 370 institutions 2043 institutions using our

cloud (at least one product) ProQuest agreement Salesforce CRM,

Cloud Status Portal, Developers Network

Ex Libris Ltd., 2014 - Internal and Confidential 2


Global Increase in Resources

ChicagoBoston

Mexico

Brazil

Chile

IsraelChina

KoreaJapan

Taiwan

Australia

Vietnam

Singapore

Thailand

Colombia

UK

Italy

France Germany

Denmark

Spain

PolandCzech RepublicHungaryUkraine

130 employees

80 employees

40 employees

310 employees

HeadquartersCompany OfficesDistributors


Working with the Entire Community

• Supporting open access

• Members of the PREMIS Committee

• Taking an active role in NISO initiatives:

• Open Discovery Initiative (ODI)

• Open Access Metadata and Indicators (OAMI)

• Knowledge Base And Related Tools (KBART)

• Demand Driven Acquisition of Monographs Working Group Roster (DDA)

• NCIP Standing Committee

• Standard Interchange Protocol (SIP)

• Participating in research projects:

• PrestoPRIME

• SCAPE


Channels of collaboration with our customers

Voting process for enhancementsProduct working groupsIGeLU & ELUNA mailing listsPrimo ranking advisory groupAlma community zone advisory groupRosetta advisory groupSpecial interest working group on InteroperabilitySpecial interest working group on Linked Open Data


Alma Overview


Alma Main Milestones in Recent Year

370 institutions worldwide(176 signed in 2013)

130 live institutions (10,000+ active staff users)

First live consortia(Orbis Cascade Alliance)

12 monthly updates(500+ enhancements)

40% of institutions switching from non-ExL ILS

BIBSYS (104 institutions) – all of Norway

Ex Libris Ltd., 2014 - Internal and Confidential


Where is Alma Today?

132Live Institutions

10,000+Staff users15,000,000+

Loan transactions

370Signed

Institutions

27Releases


Apr '14 May '14 Jun '14 July '14 Aug '14 Sep '14 Oct '14 Nov '14 Dec '14 Jan '15 Feb '15 Mar '150

50

100

150

200

250

74 7890

127 133 135 135143

156 159

195 201

Expected Growth in Live Alma Institutions


Alma Transforms Libraries of all Sizes

132 institutions


Alma Transforms Consortia of all Sizes

19 institutions

7 institutions

37 institutions

26 institutions

104 institutions

24 institutions

32 institutions

132 institutions


Alma value Proposition


Discovery& Access

Purchasing

BuildingCollections

Personalized Experience

Demand & Usage-Driven

Research Involvement

Joint Collection Building

Providing Additional Value

Resource Sharing

Discovery& Access

Present Services Next Gen ServicesConstituents

Users

Suppliers

Parent Institution

Partners

Scholarly Community

Road to Next Generation Library Services


the

frameworks

CONSOLIDATE OPTIMIZE

through collaboration

EXTEND

therange of services

The Strategy – Unified Resource Management


the

frameworks



EXTEND




PrintMaterials

Silo 1

ElectronicMaterials

Silo 2

DigitalMaterials

Silo 3

DuplicateData

Duplicate Workflows

The Current Resource Silos Challenges


Efficiency: Unified Resource Management

UnifiedData

Unified Workflows

Unified Management

Fulfillment

Metadata Management

Acquisitions

Selection


User-driven collection development Cross-resource type selection Combined acquisition and activation Digitization on demand

Usage-driven evaluation & renewal Overlap analysis – D, E, & P Unified fulfillment – D, E, & P Unified Resolving Services

SelectionPhysical

MgmtElectronic

MgmtMetadata

MgmtLink

ResolutionFulfillment

Digital Asset Mgmt

Consolidated Workflows - Examples


the

frameworks



EXTEND




• Access from anywhere• On-demand fulfillment

• Network-level architecture• Cloud based service • Open interfaces & open data

• Library process management• Shared data and collection

• Shared resources • Enriched content• Intelligence & Analytics

OptimizedServices & Workflows

OptimizedLibrary Resources & Data

OptimizedInfrastructure

OptimizedUser Experience

Optimization Library optimization: Networked library system

Automation Library automation: Integrated library system

Unlocking the Value of the Library


the

frameworks



EXTEND




Resource Sharing

Student Info Systems

Course Management

Discovery & Delivery

MaterialVendors

Alma Developers Platform

Cloud Integration Templates

WebServices

Adapters & Interfaces

Publishing Services

Alma Extensible Architecture

Export & Import Services

Apps &Extensions

AlmaDevelopers

Network

Financial Systems

Custom Apps

The Alma Developers Platform


Alma Developers

Course ManagementMobile

Resource Sharing

Vendor Systems

Finance Systems

Student Info

Systems

Bursar Systems

Bulk BIB Record Manipulation

Publishing

Data Extract & ImportAPIs


New Ex Libris Developer Network


API’s In Action by Our Customers

Sentry Security Gate check

Custom Portal/discovery

Patron card via portal

Real time synchronization

with SIS

Course Reading List for Mobile

Cash payment integration

Reading Lists integration


Alma Cloud


Ex Libris Worldwide Data Centers

ChicagoAmsterdam

Singapore


Running on Industry leading Cloud Datacenter



Unified by Design


Infrastructure

CloudInfrastructure

OpenPlatform

SecurityWorkflow

Engine

Acquisitions

Cataloging

Fulfillment

Resource Management

DATA SERVICES AlmaCommunity

zone

Business Intelligence and Analytics

Primo DeliveryDiscovery

Unified Architecture


ERM

ILS

Link Resolver

ERM Discovery

Managing e-Resources Without Alma


Link Resolver

ILS

ERM

Alma 0

Total # of Separate Handoffs Required

to Manage e-Resources

Real CaseBC

Managing e-Resources with Alma


Single search across all resource types

Resource types managed together

Single Search



Infrastructure

CloudInfrastructure

OpenPlatform

SecurityWorkflowEngine

Acquisitions

Fulfillment

Resource Management

DATA SERVICES AlmaCommunity zone

Business Intelligence and Analytics


Cataloging

Cataloging



Metadata Management



• FHSU regularly imports MARC records as part of their cataloging workflow

• Used Alma one-time setup for the import of the MARC with appropriate rules for validation, duplicate detection, normalization, etc.

• 75% of the work required with their traditional ILS eliminated due to the automation built into Alma.

Real Case

75% Reduction in Records Import

Work

Real Use Case - Metadata Management


Infrastructure

CloudInfrastructure

OpenPlatform


Acquisitions

Fulfillment

Resource Management



CatalogingBusiness Intelligence and Analytics

Analytics



Near real-timeRole-based

Operational and

analyticsCustomizab

le and intuitive

ARL reports

Sophisticated analysis, informed decision making

Analytics data as part of daily work

Suite of industry-relevant report templates

Diverse customization options

Alma Analytics


StaffTasks

Notifications

UsageStatistic

s

LibraryCalenda

r

Alma Analytics



Embedded Usage Analytics



Analytics Vision

Predictive Analytics

Prescriptive Analytics

Hindsight Insight Foresight

Value

Difficulty

WHAT happened?

Primarily batch and some ad hoc reports

WHYDid it happen?

Increase in ad hoc reporting and

Information on demand

HOW should we take action?

Dashboard for managers and

analysts

WHAT WILLHappen?

Data-driven planning and forecasting

HOW CANwe make it happen?

Ability to model,manage, and adapt

Descriptive Analytics

Managed Reporting

Ad Hoc Reporting

Analytics

Dashboards

Scorecards & Benchmarking


Real Use Case

• Two days after moving into production, Fort Hays ran the Analysis report within Alma Analytics

• Discovered they were double ordering a journal titles

• Immediately saved 3,000 USD/Year

• They expect the saving to increase significantly to tens of thousands of dollars.

Real Case

3,000 USD Saving in Two

Days


Infrastructure

CloudInfrastructure

OpenPlatform


Acquisitions

Fulfillment

Resource Management

DATA SERVICES Alma



Community Zone

Community zone



Community Zone

Global Authorities

Community Catalog

Central KnowledgeBase

Inventory

Local Catalog

Academic Search PremierAcademic Search Premier

Hamlet The Trial

The Alma Community ZoneThe Alma Institution Zone



Infrastructure

CloudInfrastructure

OpenPlatform


Fulfillment

Resource Management



Acquisitions

Acquisitions



Unified processes

Review and approval

stepsVarious sources

Streamlined mixed resource purchasing models

Integrated claims management

Budget visibility enabling smart decision making

Unified processes for all material types

Acquisitions


Automated Acquisitions Process

Track POs and BudgetTrack POs and Budget

Vendor C

Vendor B

Rules validationsAnd Auto PO Generation

Auto EOD Import and Processing

Wizard Based Vendor EOD Profile Creation

Vendor A


Patron Driven Acquisitions

AlmaDoes the rest

AlmaDoes the rest

Vendor

Publishing

Publish to Primo

Load Candidate records


Advanced Acquisitions Models

Ex Libris collaborates with SWETS and YBP to streamline library operations and deliver efficient acquisitions and resource management workflows


Real Use Case

• Boston University is saving 5+ hours per week, over 260 Hours/Year ! in staff time spent loading and activating e-book records from their vendor for a patron-driven acquisitions program.

• With Alma, an import profile for the load is set up once, specifying where to retrieve the records, the frequency of load, etc.

• From then on, the load runs automatically based on the library specified schedule with no staff intervention required

Real Case

260+ working hours/Year Saving on

PDA Work


Alma Collaborative Networks


The Challenge

Maximize cooperation, integration and sharing between institutions in a network

Standardize and streamline the connection points to make them seamless and reliable

Maintain local privacy and ownership of dataSupport each

institution’s particular workflows and standards


Unprecedented Collaboration


Types of Networks

Fulfillment

Shared Catalog

Cataloging

ILL via broker, directly between partners

Resource Sharing

Direct patron interaction

Joint acquisitions

and negotiations

Acquisitions Fulfillment



Acquisitions

Fulfillment

Resource Management



Infrastructure

Infrastructure

CloudInfrastructure

OpenPlatform




Resource Sharing

Student Info Systems

Course Management

Discovery & Delivery

MaterialVendors

Alma Developers Platform

Cloud Integration Templates

WebServices

Adapters & Interfaces

Publishing Services

Alma Extensible Architecture

Export & Import Services

Apps &Extensions

AlmaDevelopers

Network

Financial Systems

Custom Apps

The Alma Developers Platform


New Ex Libris Developer Network


API Console – Easy to Learn & Test APIs


API Platform – Deploying a Secure & Scalable API Infrastructure

THIRD PARTY APPS

INTEGRATIONS

DEVELOPERS

MOBILE APPS

api

DEVELOPER PORTAL DocumentationTech BlogCode & AppsAPI ConsoleForum

API PROXYAccess ControlThreat ProtectionRoutingCachingThrottling

API CONTROL & ANALYTICSPolicy ManagementVersioning API Analytics API MonitoringAuditing


Alma Developers

Course ManagementMobile

Resource Sharing

Vendor Systems

Finance Systems

Student Info

Systems

Bursar Systems

Bulk BIB Record Manipulation

Publishing

Data Extract & ImportAPIs


API’s In Action by Our Customers

Sentry Security Gate check

Custom Portal/discovery

Patron card via portal

Real time synchronization

with SIS

Course Reading List for Mobile

Cash payment integration

Reading Lists integration


Alma Cloud


Running on Industry leading Cloud Datacenter



Ex Libris Worldwide Data Centers

ChicagoAmsterdam

Singapore


Goal - Relentless on Security

ISO 27001, SSAE-16 , EU Safe Harbor, Data processing agreements, independent audit

24/7 security, biometric authentication, video surveillance, authorized personnel

Security Development Lifecycle (SDL), Penetration tests, OWASP Top10

Vulnerability scans, Intrusion Prevention System (IPS), TLS/SSL encrypted communication

Data isolation (Oracle VPD), encryption, mediasanitization (DoD 5220.22-M)

High availability, database cluster, storage redundancy, frequent snapshots, offsite backups, 24x7 HUB

24x7 monitoring, Chief Security Officer (CSO),security breach notification

SSO, S/LDAP, SAML/Shibboleth, Role-Based AccessControl (RBAC)

Security awareness training, confidentiality agreements, adherence to regulations

Hardening, change management procedures , patch management, password policy Infrastructure

Network

Identity & Access Control

Application

Data

Business Continuity

Monitoring & Incident Mgmt

Human Resources

Compliance & Audit

Physical


Ex Libris Cloud

• Global Facilities

• Data Centers SSAE16 SOC1 and ISO-27001

certified

• 24/7 Personnel

• Redundant Cooling / Humidity systems

• Multiple Network Vendors

• Redundant power systems including UPS and

generators


Support and service calls

• Diagnostics

• Implementing proposed fixes and testing solutions

• Capacity planning & tuning

• O/S management• Oracle upgrades• Back-ups• Disaster recovery• Test environments• Security

infrastructure

Server, network and

DBA

• Logging-debugging

• Firewall

• Liaison between local server/app teams and Ex Libris• Logging & tracking service calls

Blue = unchangedGreen = cloud managed Purple = changed

Application

• Configuration and customization

• Service packs

• Version upgrades

• Client deployment

• Sandbox

environment

• Command line

System Management


Single unified solution for Print, Electronic and Digital

Enhanced Patron Experience

Sophisticated discovery integration (Primo)

Improved Productivity

Workflow Automation (Exception-based tasks list)

Optimized Collection Usage

Comprehensive Analytics (Data-Driven Decisions)

Unique and

Shared Data

Hybrid model – institution & community zone

Interoperability & Extended Services

Open Platform, APIs & Integrations

Decreased Complexity & Silos

Maximized Flexibility

Depth of functionality & High degree of configurability

Unprecedented Collaboration

Collaborative NetworksUnified Resource Management

(multi-format metadata)

Why Moving to Alma?

70 Ex Libris Ltd., 2014 - Internal and Confidential 7070

Thank You

Thank You

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institutions37 institutions

institutions24 institutions

institutions2043 institutions

live alma institutions

live institutions10