the new user experience judy levi senior product analyst ex libris ltd. [email protected]
TRANSCRIPT
The New User Experience
Judy LeviSenior Product AnalystEx Libris [email protected]
What’s happening in the library world?
A look at library users’ needs and how we can support them
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.
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
Primo – meeting user needs5
Users gravitate towards easier-to-use vehicles
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
What can we do about it?
What library systems should be in order to support today’s user requirements and expectations
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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
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
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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
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
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
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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
How Primo addresses the unique needs of libraries
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
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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
More About the Primo Solution
Architecture, the Publishing Platform, Administration
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The Publishing Platform
Built-in functionality for:
• Harvesting
• Normalization & enrichment
• Administration & control
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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
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The Publishing Platform (cont.)
Normalization & Enrichment
Creates the Primo Normalized XML records (PNX)
Enriches the source data
Detects duplicates and creates FRBRized groups
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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
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Nov 06: Initiate Charter Customer Group Dec 06: Early ReleaseQ1 2007: General Availability
Primo Timeline (cont.)
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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)