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Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

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Page 1: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

1 Ex Libris Ltd., 2013 - Internal and Confidential

Alma Product Update ELUNA | Athens, GA| May 2013

Dvir HoffmanDirector, Marketing & Product Management

Page 2: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

2 Ex Libris Ltd., 2013 - Internal and Confidential

The Priorities in 2013

Alma is live...now we focus on making sure you will Love it!

Quality of support & usability

Ease of implementation

Interoperability & Open API

Innovation

Depth of Functionality

System Reliability

Page 3: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

3 Ex Libris Ltd., 2013 - Internal and Confidential

System Reliability

Page 4: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

4 Ex Libris Ltd., 2013 - Internal and Confidential

Proactive Performance Monitoring

Page 5: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

5 Ex Libris Ltd., 2013 - Internal and Confidential

Monitoring End User Experience

Page 6: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

6 Ex Libris Ltd., 2013 - Internal and Confidential

Monitoring Business Transaction

Page 7: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

7 Ex Libris Ltd., 2013 - Internal and Confidential

Internal Cloud Architecture Monitoring

Page 8: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

10 Ex Libris Ltd., 2013 - Internal and Confidential

Depth of Functionality – Roadmap Planning

Page 9: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

11 Ex Libris Ltd., 2013 - Internal and Confidential

20152014

Alma High Level Roadmap Plan

Ongoing core workflows enhancements: Acq., Fulfillment, Cataloging, Resource Mgmt.

2013

• Collaborative Networks• New Resource Sharing Interop.• Alma Analytics new entities• Alma Developers• Enhanced Community Catalog

• Emerging Electronic licensing and purchasing models

• KnowledgeBase continued expansion• Alma Predictive Analytics• Open Platform Next Phase

• Unified Digital Resource Management• Community Zone Enhancements• Open Platform • Collaborative Networks – Cont’• Extend MMS format support• Next Generation Selection

Page 10: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

12 Ex Libris Ltd., 2013 - Internal and Confidential

Alma Master Roadmap Plan

Metadata & Resource Management.

Shared Catalog Batch Processing of Inventory Resources

UNIMARC Support

Resource Sharing ISO ILL – End 2 EndOptimized Resource Sharing Workflow

ILL Request Automation

Enhanced NCIP SupportFulfillment Booking Network Level

Fulfillment

Batch Processing of PO LinesAcquisitions

Network Level Acquisitions

Selection - Patron Requests for Purchase

Enhance Community Zone for E-Books

Hybrid Cataloging Network

Collection Analysis Tools

BLDSSResource Sharing

Driven Acquisitions

Enhanced Selection Workflows

Copyright Control

Ongoing Stability, Security, Infrastructure and Performance Improvements

Usage and Cost per Use

KPIs and Dashboards

Benchmark Analytics

Collaborative Network AnalyticsAnalytics

API Gateway REST API “Pack” IDevelopers

NetworkOpen Platform

H1

2013H2 H1 H2

2014

Qua

lity

Ope

n Pl

atfor

m &

An

alyti

csCo

re W

orkfl

ows

REST API “Pack” II

Overlap Analysis

Additional Subject Areas

Enhanced Course Reserves

Enhanced SIP2 Support

VAT/GST Support

Enhanced ISO-ILL Support

Collection Management Core DAM Features

Enhanced DAM FeaturesDigital

Integration with local DAM

Page 11: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

13 Ex Libris Ltd., 2013 - Internal and Confidential

Fea

ture

Cataloging & Res. Mng.

Shared Catalog – H1 2013

Customer ValueEnable institutions to share catalog records between the network members as a mean to share cataloging effort across institutions, improve visibility of holdings across the network and manage resources effectively

Description:• Members of cataloging Network will manage the shared cataloging of the

Network Zone• Members of a cataloging network will be able to seamless search the network’s

shared catalog • it will be possible to see which members are using this record to describe their

own inventory and to drill down and see the detailed inventory availability for a specific member for a specific record

• It will be possible for staff in any member of the cataloging network to seamlessly edit a shared record, modify it and save it back into the shared catalog managed in the Network Zone

Page 12: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

15 Ex Libris Ltd., 2013 - Internal and Confidential

Fea

ture

Fulfillment Networks

Booking – H2 2013

Customer ValueThe booking functionality will enable library patrons to reserve resources in a time framed manner, enabling coordinating availability of resources.

The library will gain better control of short loan and high request rate resources by imposing a booking policy on resources on this type.

Description:The Alma booking functionality will be fully supported, enabling placing and monitoring requests in Alma back-office screens as well as using Primo front end interfaces.

The requesting process, hold shelf management, loan and return workflows will be fully supported and integrated in Alma’s Fulfillment task lists and screens.

Page 13: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

17 Ex Libris Ltd., 2013 - Internal and Confidential

Quality of Support and Usability

Page 14: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

19 Ex Libris Ltd., 2013 - Internal and Confidential

New CRM and Troubleshoot KB

Page 15: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

20 Ex Libris Ltd., 2013 - Internal and Confidential

Improved Error Code for Better Tracking

Page 16: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

21 Ex Libris Ltd., 2013 - Internal and Confidential

What’s New Videos – Available at Alma OLH

Page 17: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

22 Ex Libris Ltd., 2013 - Internal and Confidential

Ease of Implementation

Page 18: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

23 Ex Libris Ltd., 2013 - Internal and Confidential

Duration reduced from 14-18 months to 4-6 monthsAlma - 4-6 Months

Alma Deploys in Months Not Years…

ERM - 2-4 months

Implementing ILS - 9-12 months

14-18 Months On Average

• Automated tools for fast provisioning of new customer on the cloud

• Advanced Migration Engine (Alma ME)

• Alma Configuration Kit – configuration by Ex Libris

• Well defined out-of-the-box 3rd party integrations

• Web-based training by cohorts (global collaboration)

Link Resolver - 2-3 months

Page 19: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

24 Ex Libris Ltd., 2013 - Internal and Confidential

Interoperability and Open Platform

Page 20: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

25 Ex Libris Ltd., 2013 - Internal and Confidential

Resource Sharing

Student Info Systems

Course Management

Discovery & Delivery

MaterialVendors

Alma Developers Platform

Cloud Integration Templates

Alma Extensible Architecture

Web Services,RESTful APIs

Adapters & Interfaces

Publishing Services

Export & Import Services

Apps &Extensions

AlmaDevelopers

Network

Financial Systems

Custom Apps

The Alma Developers Platform

Page 21: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

26 Ex Libris Ltd., 2013 - Internal and Confidential

Resource Sharing

Student Info Systems

Course Management

Discovery & Delivery

MaterialVendors

Alma Developers Platform

Cloud Integration Templates

Alma Extensible Architecture

Apps &Extensions

AlmaDevelopers

Network

Financial Systems

Custom Apps

The Alma Developers Platform

Web Services,RESTful APIs

Adapters & Interfaces

Publishing Services

Export & Import Services

Page 22: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

27 Ex Libris Ltd., 2013 - Internal and Confidential

The Alma Developers Platform

Alma integrations are achieved using a number of techniques

RESTful APIs,Web Services

PublishingServices

Data Extract & Import

Online integrations with applicationsExtending workflows

Exposing repository information to discovery tools

Sharing data with 3rd party solutions

Leveraging industry standards, adapters and integration interfaces

Adapters & Interfaces

Page 23: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

28 Ex Libris Ltd., 2013 - Internal and Confidential

Publishing

The Alma Developers Platform

Course ManagementMobile

Resource Sharing

Vendor Systems

Finance Systems

Student Info

Systems

Bursar Systems

Bulk BIB Record Manipulation

Data Extract & Import

scholar

RESTful APIs & Web Services

Page 24: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

29 Ex Libris Ltd., 2013 - Internal and Confidential

Ex Libris Open Platform Initiative

SaaS Ready Platform Multi-tenant API optimization Enhanced security built-in

Improved Experience Integrated development environment All in one place: documentation, APIs, Blogs/forums

Streamline User’s Developments Online console for APIs calls testing Blogs/forums for sharing and consulting

Page 25: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

30 Ex Libris Ltd., 2013 - Internal and Confidential

Institutions3rd party

applications

Develop. Collaborate. Anywhere.

Open API

Resource Sharing

Discovery &Delivery

MaterialVendors Custom Apps

Ex Libris Developers Community

Anywhere...

Page 26: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

31 Ex Libris Ltd., 2013 - Internal and Confidential

Ex Libris Developers Platform

APIs

Files

Third Part Apps

• API Optimization• Security• Bi directional

communication------------------------------• Development console• Documentation• Forums• Management

Rest/W

S

Ex Libris Products Open APIs

FTP

CloudIntegration

Platform

Page 27: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

32 Ex Libris Ltd., 2013 - Internal and Confidential

Innovation

Page 28: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

33 Ex Libris Ltd., 2013 - Internal and Confidential

Collaborative Networks - Unprecedented Collaboration

Page 29: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

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Types of Networks

Fulfillment

Shared Catalog

Cataloging

ILL via broker, directly between

partners

Resource Sharing

Direct patron interaction

Joint acquisitions and

negotiations

Acquisitions Fulfillment

Page 30: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

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The Alma Approach

Cataloging Network

Page 31: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

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The Alma Approach

Resource Sharing Networks

Alma and non-Alma partners

External broker

Page 32: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

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The Alma Approach

Fulfillment Networks

Walk In and Return

Direct Requesting

Page 33: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

38 Ex Libris Ltd., 2013 - Internal and Confidential

Analytics - Data-Driven Decision Making

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

Page 34: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

39 Ex Libris Ltd., 2013 - Internal and Confidential

Sessions You Don’t Want to Miss...

Fulfillment

Wednesday, May 1st Voyager Product Update 2:30pm -3:30pm | Classic Center | Parthenon 1Alma Demo 4:00pm -5:00pm | Classic Center | Olympia 1Alma Developer Platform 4:00pm -5:00pm | Classic Center | Athena CRosetta Demo 5:15pm -5:45pm | Classic Center | Olympia 1

Thursday, May 2nd Alma Demo 11:00am -12:00pm | Classic Center |

Parthenon 1 Alma Collaborative Networks 11:00am -12:00pm | Classic Center | Olympia 2 Rosetta Product Update 1:30pm - 2:30 pm | Classic Center | Olympia 2 The New Ex Libris Central Repository 1:30pm - 2:30pm | Classic Center | Parthenon 1 The Value of Alma (EL&BU presenting) 1:30pm - 2:30pm | Classic Center | Grand 1 Alma Demo 3:45pm - 4:45pm | Classic Center | Olympia 2 Alma Analytics 3:45pm - 4:45pm | Classic Center | Athena H

Friday, May 3nd Digitool Product Update 9:00am -10:00am | Classic Center |

Parthenon 1Alma Demo 9:00am -10:00am | Classic Center | Grand 4Alma Demo 11:00am -12:00pm | Classic Center | Grand 1

Page 35: 1  Ex Libris Ltd., 2013 - Internal and Confidential Alma Product Update ELUNA | Athens, GA| May 2013 Dvir Hoffman Director, Marketing & Product Management

40 Ex Libris Ltd., 2013 - Internal and Confidential 4040

Thank You