the new user experience judy levi senior product analyst ex libris ltd. [email protected]

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The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris. co.il

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Page 1: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

The New User Experience

Judy LeviSenior Product AnalystEx Libris [email protected]

Page 2: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

What’s happening in the library world?

A look at library users’ needs and how we can support them

Page 3: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs3

Library systems serve two very different groupsLibrarians manage library

collections and require specialized tools to handle processes such as acquisitions, cataloging, and budgetary control.

Users are concerned with quick and easydiscovery and delivery.

Page 4: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs4

Existing library systems force users to utilize multiple interfaces to locate and access different types of resources

ElectronicResources

ILS

DigitalRepositories

Course/Learning Management

Systems (CMS/LMS)

Institutional Websites

Page 5: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs5

Users gravitate towards easier-to-use vehicles

Page 6: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs6

University of California: “Rethinking how we provide bibliographic services for the University of California”, Dec. 2005

http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf

OCLC: “Perceptions of Libraries and Information Resources” (2005)

http://www.oclc.org/reports/2005perceptions.htm

LC report: “The Changing Nature of the Catalog and its Integration with Other Discovery Tools” prepared by Karen Calhoun, Cornell University

Library http://www.loc.gov/catdir/calhoun-report-final.pdf

[email protected] “A "Next generation" library catalog” summarized by Eric Morgan http://litablog

.org/2006/07/07/a-next-generation-library-catalog-executive-summary-part-1-of-5/

Recent studies and discussions

Page 7: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

What can we do about it?

What library systems should be in order to support today’s user requirements and expectations

Page 8: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs8

Meeting user’s needs: the best of both worlds

A single point of discovery

Fast, simple and powerful search

“Did you mean?”, ranking, guidance and recommendations…

Collaborative tools, social computing

Quality relevant resources

Rich sets of information

Discovery is just a means; access and delivery are the goals

Page 9: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs9

provide users with a single solution for

the discovery and delivery of local

and remote quality content: books,

journals, articles, images and other

digital content

Primo: from discovery to delivery

Page 10: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs10

Creating a new-generation, user-centric

discovery and delivery interface relies on rich

metadata that follows well-established

standards.

These new standards for resource description

and access (RDA) and FRBR are now evolving,

and we look forward applying their benefits.

The challenge

Page 11: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs11

The end-user interface should hide the complexity of the metadata from the library patrons, yet use it to maximize the system’s searching capabilities and the display of results.

The interface should provide patrons with an environment which is easy to use, yet enables them to locate materials efficiently and accurately.

The challenge

Page 12: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs12

… current end-user services (OPAC,

resource discovery, etc.) are tightly

tied to back-office administrative

applications.

These applications often answer the

needs of back-office management,

rather than the needs of the end-user.

The challenge

Page 13: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs13

Create a new environment …

… decouple the user experience layer

from the library’s back-office functions,

separating data creation and

maintenance from discovery.

The solution

Page 14: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

How Primo addresses the unique needs of libraries

Page 15: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs15

Complete solution and unified user experience from discovery to delivery:

Discovery is a means to an end. Access and delivery are the goals.

Primo provides up-to-date availability information.

Addressing library user needs

Page 16: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs16

Leverages existing library systems with a built-in platform for harvesting local data

Enables easy integration with local infrastructure and services

e.g., authentication and authorizations of users, ILS and other delivery systems

Features out-of-the-box consortia support

Supports library standardse.g., MARC, OAI-PMH, OpenSearch, OpenURL, SRU/SRW, Z39.50

Built with the library in mind

Page 17: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

More About the Primo Solution

Architecture, the Publishing Platform, Administration

Page 18: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs18

The Publishing Platform

Built-in functionality for:

• Harvesting

• Normalization & enrichment

• Administration & control

Page 19: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs19

The Publishing Platform

Harvesting

Harvests the source records from multiple sources Print, digital, and electronic resources

Out-of-the-box pipes Various ILS (ALEPH, SirsiDynix Unicorn, …)

Generic MARC, SFX KB, MetaLib KB, DigiTool

Generic Dublin Core, PNX (Primo Normalized XML), and more

Efficient methods for incremental updates Availability status

Bibliographic information

Page 20: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs20

The Publishing Platform (cont.)

Normalization & Enrichment

Creates the Primo Normalized XML records (PNX)

Enriches the source data

Detects duplicates and creates FRBRized groups

Page 21: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs21

Jan 06: Started working on the Publishing Platform in partnership with HBZ May 06: Two additional partners in North America

University of Minnesota Vanderbilt University

Sept 06: Additional partner - a consortium of research libraries in Denmark (under DEFF, Denmark’s Electronic Research Library)

The Royal LibraryTechnical Knowledge Centre of DenmarkAalborg University LibraryThe Administrative Library

Primo Timeline

Page 22: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs22

Nov 06: Initiate Charter Customer Group Dec 06: Early ReleaseQ1 2007: General Availability

Primo Timeline (cont.)

Page 23: The New User Experience Judy Levi Senior Product Analyst Ex Libris Ltd. judy.levi@exlibris.co.il

Primo – meeting user needs23

Primo: addressing user expectations and library needs

Consolidates discovery and delivery of local and remote resources of all formatsUser-centered design built on existing library infrastructureEnables integration into the user context Enables institutions to define the level of discovery relevant to the user Capitalizes on the richness of library resources and helps expose hidden collectionsBuilt for libraries: library standards, consortia, …… with libraries (development partners, charter program)