Copyright UEA JIBS User Group Workshop: 13 November 2008 Narrow or Broadsearch? Introducing Ex Libris's Primo interface at UEA Library Sarah Elsegood Arts and Humanities Faculty Librarian and Primo Project Team University of East Anglia, Norwich (01603)

13 November 2008 JIBS Workshop Contents 1.What is Primo? 2.Why Primo? At UEA? 3.Project implementation 4.Interface – main features 5.What do our users think? 6.Impact on IL skills teaching? 7.Future developments

13 November 2008 JIBS Workshop 1.What is Primo? Primo is a one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.one-stop solution for the discovery and delivery Library Catalogue + Digital repository UEA e-resources Digitool: UEAs digital repository

13 November 2008 JIBS Workshop 2. Why Primo? evidence that users prefer other search, retrieval and delivery services, such as Google users prefer quick easy intuitive interfaces relevance ranking is popular improved aesthetic experience Primo offers access to the high quality content through an attractive interface Web 2.0 functionality

13 November 2008 JIBS Workshop Why Primo at UEA? Invitation to join Ex Libris Charter Members Programme and be involved in working closely with the system provider to develop the product from the outset institutions that share Ex Libris vision and strategic direction and that have shown a strong and abiding interest in defining and influencing the future of library information systems. Experience of using other Ex Libris products including Aleph OPAC, MetaLib, SFX, and purchase of Digitool

13 November 2008 JIBS Workshop 3. Project implementation: Head of Library Collections Library Systems Librarian Senior Library Assistant (Systems) Library Systems Developer Database and Applications Support Team Leader Faculty Librarians: Humanities, and Health

13 November 2008 JIBS Workshop Front-end/Search Node 1 Front-end/Search Node 2 Load Balancer Back- Office / Publishing AlephOracleStaging Server NFS Shared Index Storage (30 Gb) SAN Oracle Data plus BO / publishing storage NFS Publishing Platform Storage (60 Gb) UEA Primo Servers SAN Oracle Data for Staging Server OAI output from DigiTool 1a 2 1b

13 November 2008 JIBS Workshop Synchronization of Primo with other Ex Libris services – Aleph OPAC and Digitool Broadsearch pipes run at these intervals daily to pull in Aleph data; Mon - Sun Hourly from 9.30am to 22.30pm Broadsearch pipes run at these intervals daily to pull in Digitool data; Mon - Sun Once a day at 12.44pm The data is published on Aleph at the following times; Sun - Fri Hourly from 09.50am to 22.50pm Saturday Hourly from 11.00am to 20.00pm Indexing / didumean / hotswapping takes place daily at 12.00pm and 20.00pm

13 November 2008 JIBS Workshop 4. Interface

13 November 2008 JIBS Workshop

Books, etc: Facets, icons and availability and Frbrization

13 November 2008 JIBS Workshop Integration with Aleph OPAC

13 November 2008 JIBS Workshop FRBRization of similar records

13 November 2008 JIBS Workshop Accessing e-books

13 November 2008 JIBS Workshop Locating print and e-journal titles

13 November 2008 JIBS Workshop

Articles, etc: Searching e-resources

13 November 2008 JIBS Workshop

SFX linking to UEA-subscribed content

13 November 2008 JIBS Workshop UEA

13 November 2008 JIBS Workshop Primo Focus Group: June – July 2008 using Blackboard VLE blog

13 November 2008 JIBS Workshop

Embedding Primo in UEA portal

13 November 2008 JIBS Workshop

5. What do our users think? We asked for 3 types of response: I particularly liked… It would be good if perhaps it could… The following needs improving… Any other comments Users were asked to indicate status: e.g. undergraduate, taught postgraduate, etc. Feedback was also sought on the interface welcome screen

13 November 2008 JIBS Workshop User feedback Aaaaargh confusing! What on Mars was wrong with the other interface?! Useless Brilliant Refine searches is a great feature that helps with research Interface, looks modern and up-to-date (until I click through to a catalogue card). RSS support is great - but it's missing a new books by subject feature. I particularly liked that I can see availability and signature code on the first page of the entry page but I still need to do an extra click - why not put it on the main listing? I've had quite a bit of trouble getting my students to search anything other than JSTOR because of the difficulty they find in the interfaces - Primo looks like it might solve that problem - it's much more intuitive (AMS lecturer)

13 November 2008 JIBS Workshop User feedback Ditch the old catalogue interface entirely. It is completely unsuitable to 2008 and frankly an embarassment [sic] as an information processing interface in a modern institution. There's no need for multiple card displays that make sense to a librarian but not a library user. Opening some links in new windows unpredictably makes browsing a rather unpleasant experience. It would be nice if I could add multiple items to eShelf from the search interface! It would be good if it could have a 'cite it button', transforming the entry info into a correctly formatted citation in, say, the 3 main citation styles? This is definitely a step in the right direction - too bad most of the user interface changes are at least 2 years out of date. How can you spend money on a system that does not export directly to EndNote and does not support Zotero via the COinS format?

13 November 2008 JIBS Workshop Information Services staff feedback Appearance of front page user-friendly and colourful I liked the fact that you can enter a search term and switch between tabs without re-entering the search I liked article searching – seems easier than MetaLib Overall v. good and relatively easy to use. I am often put off by new things like this. Wasnt scary! I particularly liked the way it told you if a book was on loan or not User-friendly, easy to find what you need quickly Easy to use. Lots of information. I like it a lot! Visually it is fairly easy on the eye and not too cluttered The speed of opening up the Library Catalogue needs improving when click on Get It link

13 November 2008 JIBS Workshop 6. Impact on IL skills teaching? Advice needed on constructing search strategies, selecting appropriate keywords, refining searches I deliberately did less teaching of how to use the system to test how intuitive it really is Users need help in evaluating the results and refining searches Users strayed into Articles, etc. searching without realising what it was Broadsearch provided a useful starting point for teaching database searching. Students move on to MetaLib and the full range of e-resources after first searching a smaller sub-set using Articles, etc. tab

13 November 2008 JIBS Workshop 7. Future developments? IGeLU Steering Committee focus group 2008 looked at identifying developments that would allow Primo to replace Aleph OPAC Harvesting of data directly from database publishers? Combined local and remote search option? Further improvements with web 2.0 functionality Frbrization developments Primo module leader Primo user group and mailing list

13 November 2008 JIBS Workshop References: Ex Libris Primo Accessed: 5 November 2008 Lewis, N (2008), Implementing Ex Libriss Primo at the University of East Anglia Ariadne 55 Accessed: 5 November 2008

13 November 2008 JIBS Workshop Other Primo Charter Programme Libraries: Boston College (Holmes One Search: Research made Elementary) romLogin=true Iowa State University (e-Library) University of Iowa (Smart Search) University of Minnesota (MNCat plus) Vanderbilt University (DiscoverLibrary) Pilot phase: Royal Danish Library, Copenhagen

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