1 Ex Libris Alma Overview

2 Discovery & Access Purchasing Building Collections Personalized Experience Demand & Usage-Driven Research Involvement Joint Collection Building Providing Additional Value Resource Sharing Discovery & Access Present Services Next Gen ServicesConstituents Users Suppliers Parent Institution Partners Scholarly Community Road to Next Generation Library Services

3 LearningTeachingResearchingPublishingPreserving Physical Research Data Shared Collections Free Online Digital Licensed Electronic The Ex Libris Strategic Framework Data Services Value-added data provided as a cloud service URD 2 – Decoupled front-end Single end-user entry point for all discovery and delivery URM – Decoupled resource management Management of all materials

4 Ex Libris Alma facilitates unified management of all resource types, drives collaboration across institutions and accelerates the delivery of new value-added services Introducing Ex Libris Alma

5 the frameworks CONSOLIDATE OPTIMIZE through collaboration EXTEND the range of services The Strategy – Unified Resource Management

6 the frameworks CONSOLIDATE OPTIMIZE through collaboration EXTEND the range of services The Strategy – Unified Resource Management

7  User-driven collection development  Cross-resource type selection  Combined acquisition and activation  Digitization on demand  Usage-driven evaluation & renewal  Overlap analysis – D, E, & P  Unified fulfillment – D, E, & P  Legal deposit of digital materials Selection Physical Mgmt Electronic Mgmt Metadata Mgmt Link Resolution Fulfillment Digital Asset Mgmt Consolidated Workflows - Examples

8 the frameworks CONSOLIDATE OPTIMIZE through collaboration EXTEND the range of services The Strategy – Unified Resource Management

9 Access from anywhere On-demand fulfillment Network-level architecture Cloud based service Open interfaces & open data Library process management Shared data and collection Shared resources Enriched content Intelligence & analytics Optimized Services & Workflows Optimized Library Resources & Data Optimized Infrastructure Optimized User Experience Optimization Library optimization: Networked library system Automation Library automation: Integrated library system Unlocking the Value of the Library

10 Optimized Infrastructure - Network Rewrites the Library Business Core Lower TCO No initial investment Subscription cost model Accelerates time to value Frees technical staff to create new services Technical Core Multi tenancy Improved security Improved sharing Automatic upgrades Highly Elastic performance Minimal local effort (browser) Primary deployment of Alma is via Cloud based service

11 Collaborative Metadata Management A hybrid model to balance global sharing with local needs Library Zone for private bibliographic & authority records Library Zone Inventories to reflect holdings and institutional structure Inventory Community Zone for global, shared bibliographic & authority records Community Zone

12 Actionable Analytics and Intelligence

13 the frameworks CONSOLIDATE OPTIMIZE through collaboration EXTEND the range of services The Strategy – Unified Resource Management

14 User-Driven Collection Publishing Integration with User Spaces Digital Preservation Research Support Extend the Range of Services

15 Metadata Providers Material Vendors Resource Usage Suppliers University Press Research Management Open Access Repositories Open Access Repositories Scholarly Community Union Catalogs Resource Sharing Partners Learning Management Systems (LMS) User Spaces Users Finance & ERP Student Information System (SIS) Identity Management Parent Institution Integrate Into Your Environment Library

16 Ex Libris Alma in 7 Bullet Points… Cloud service Collaborations (libraries, users) Analytics-driven Open, Service Oriented, Extensible Enables libraries to offer new services Unified management of all resource types Consolidated workflows & data CONSOLIDATE OPTIMIZE EXTEND

17 Development Partner Releases Alma Development Timetable - on Track! Planned General Release PR 1 June 2010 Conceptual Design Jan ’08 June ’10 Early 2012 PR 2 Nov 2010 PR 3 Mar 2011 PR 4 July 2011 PR 5 Nov 2011 today

18 Development Driven by Collaborative Partnerships  Development Partners (4 institutions, NA and EU)  Worldwide focus groups (60+ institutions)  Australia/New Zealand Collaborative Partners (7 ANZ)  Europe Early Adopters Program (~10 EU)  North America Early Adopters Program (~10 NA)

19 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Release Alma - Agile Release Cycle No server or client upgrades No data migration Always on the latest release 3 times a year (spring, summer, winter) New features User requests & needs addressed in weeks / months (not years) Bug fixes, minor enhancements Automatic for every customer No impact on daily activity Frequent, small updatesPeriodical ReleasesLower TCO

20 Open Data Policy Customer ownership and open reuse Rich Workflows Modeled after best practices Analytics- Driven Data-driven decision making Multi-Format Support Task- Oriented User centricity and improved productivity Open Platform Extending the libraries services Consortia- Optimized Extending collaboration and sharing Unified by Design Single solution (not collection of services) Multi-format metadata & inventory management Discovery Neutrality Freedom and open standards How is Alma better than other solutions?

21 >30% Why Should You Move to Alma? DIV Demonstrated Institutional Value ROI Return On Investment TCO Total Cost of Ownership EfficiencyEffectivenessValue Improved user experience Optimized collection usage Increased staff productivity Maximized collaboration Improved engagement with teaching and learning processes Increased faculty research productivity Enhanced emphasis on strategic initiatives Delivery of new value- added services No HW/SW investment No maintenance for HW/SW, databases, updates, upgrades No IT resources needed Reduced administration

22 Thank You!  Ex Libris Ltd., Internal and Confidential