The New User Experience

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

2. What’s happening in the library world? A look at library users’ needs and how we can support them

3. Librarians 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. Library systems serve two very different groups

4. ILS Course/Learning Management Systems (CMS/LMS) Digital Repositories Electronic Resources Institutional Websites Existing library systems force users to utilize multiple interfaces to locate and access different types of resources

5. Users gravitate towards easier-to-use vehicles

6. Recent studies and discussions • University of California: “Rethinking how we provide bibliographic services for the University of California”, Dec. 2005http://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 Libraryhttp://www.loc.gov/catdir/calhoun-report-final.pdf • NGC4LIB@LISTSERV.ND.EDU “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/

7. What can we do about it? What library systems should be in order to support today’s user requirements and expectations

8. 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 Internet-world features... • Quality relevant resources • Rich sets of information • Discovery is just a means; access and delivery are the goals ...in a library user context

9. Primo: from discovery to delivery provideuserswithasingle solution for thediscoveryand delivery of local and remote quality content: books, journals, articles, images and other digital content

10. The challenge 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.

11. The challenge 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.

12. The challenge … 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.

13. The solution Create a new environment … … decouple the user experience layer from the library’s back-office functions, separating data creation and maintenance from discovery.

14. How Primo addresses the unique needs of libraries

15. Addressing library user needs • 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.

16. Built with the library in mind • 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 standards • e.g., MARC, OAI-PMH, OpenSearch, OpenURL, SRU/SRW, Z39.50

17. More About the Primo Solution Architecture, the Publishing Platform, Administration

18. The Publishing Platform • Built-in functionality for: • Harvesting • Normalization & enrichment • Administration & control

19. 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

20. The Publishing Platform (cont.) • Normalization & Enrichment • Creates the Primo Normalized XML records (PNX) • Enriches the source data • Detects duplicates and creates FRBRized groups

21. Primo Timeline • 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 Library • Technical Knowledge Centre of Denmark • Aalborg University Library • The Administrative Library

22. Primo Timeline (cont.) • Nov 06: Initiate Charter Customer Group • Dec 06: Early Release • Q1 2007: General Availability

23. Primo: addressing user expectations and library needs • Consolidates discovery and delivery of local and remote resources of all formats • User-centered design built on existing library infrastructure • Enables 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 collections • Built for libraries: library standards, consortia, … • … with libraries (development partners, charter program)