1. Roman Piontek Key-Account Manager
Ex Libris — Corporate Update & Strategy Sofia, July 2013
Roman Piontek
Key-Account Manager 1

2. „Knowledge is power“
Francis Bacon (1561 – 1626)

4. Corporate Update

5. 5300 customers42 national libraries82 countries530 employees
Who We Are
5300 customers42 national libraries82 countries530 employees
Resource Management Solutions
Discovery & Delivery Solutions
Digital Preservation Solutions
Corporate
Research Institutions
National Institutions
Universities
Research
Institutions 5

6. Large, Global Customer Base
2,129
1,731
Europe
408
North America
Asia
Central & South America 20
Africa
611
121
Australia & New Zealand
North America
(44% Of 2011 Revenue)
Europe
(38% Of 2011 Revenue)
Asia-Pacific
(16% Of 2011 Revenue)
Latin America
(2% Of 2011 Revenue) 6

7. Selected Customers: National Libraries
The Library of Congress
British Library
National Library of New Zealand
Royal Library of Sweden
Austrian
National Library
National Library of Finland
National Library of China
Royal Library of Denmark

8. Selected Customers: Academic Libraries
Harvard University Leiden University
MIT Freie Universität Berlin
Princeton University Beijing Jiatong University
King’s College London
KU Leuven
ETH Zürich
Oxford University

9. Unified Resource Discovery & Management Acquisition of Endeavor
Consistent Growth
1986
1990s
2000s
20051
20061
2007
2008
2009
2010
2011
2012
Print Only
Digital
Unified Resource Discovery & Management
Primo
Central
Aleph
SFX
Rosetta
Voyager
Verde bX
Alma
MetaLib
DigiTool
Primo
Ex Libris founded
Acquisition of Endeavor
2005 and 2006 revenue are pro forma for Endeavor acquisition. 9

10. Primo Aleph SFX Rosetta Alma Ex Libris – Solutions Primo Central bX
Discovery
Primo Central
Article Index bX
Article Recommender
Discover
Manage
Physical
Electronic
Digital
Digital
Asset
Management
Aleph
Integrated
Library
Systems
SFX
DigiTool
Link
Resolver
Alephino
MetaLib
Metasearch
Rosetta
Long-Term
Preservation
Voyager
Verde
E-Licence
Management
Print, Electronic, Digital
Unified
Resource
Management
Alma 10

11. Our Customer Base by Product
> 1900
סידרה 1 Aleph 2325 Voyager 1369 Verde 229 SFX 2385 MetaLib 1728 Primo 933 bX 1108 DigiTool 193 Alma 58 Rosetta 17
As of 31 July 2012

12. Only company with leading solutions across all segments
Market Share Leadership
Integrated
Library
System
Discovery
&
Delivery
Electronic
Resource
Mgmt
Digital
Asset
Mgmt
Link
Resolver
Federated
Search
Digital
Preservation
Recommender
Service
Only company with leading solutions across all segments
39%
31%
64%
44%
29%
18%
55%
100%
* Based on “Automation Marketplace 2011” by Marshall Breeding

13. Market Trends

14. Market Trends Digital World Internet Drives User Expectations
Digitisation Projects
Digital Repository + Long-Term Preservation
Internet Drives User Expectations
„Google/Facebook Generation“
Mobile World
Libraries to Provide More Services

15. © Ex Libris Group--Confidential
What the users want:
© Ex Libris Group--Confidential

16. What the users want: Fast, Intuitive, Easy to Use On-Stop Search
Two Clicks to Full Text
Modern Infrastructure

17. Management Environments
The problem
User Environments
(OPAC)
MetaSearch
(Viewer)
Print
Electronic
Digital
Link
Here we are talking about what we refer to as “turning the format-based, vertical silos, into service-based, horizontal workflows.”
If you look today at the library, you have the management environment, and the user environment. The problem is that historically, the management solution, the management of tools in the library environment have evolved over time. Initially we had print, but then electronic started to appear, so we had to develop solutions and tools to manage that. And today we see digital. And what happened with the move to digital resources, basically the old systems weren’t adequate enough, and we had to adapt other tools. So when that took place, we had a lot of different silos managing all types of resources. And obviously that means a duplication of workflows and data.
ILS
ERM
DAM
Management Environments

18. Ex Libris Strategy

19. Improve User-Targeted Services Optimise Total Cost of Ownership
Our strategy
Improve User-Targeted Services
Optimise Total Cost of Ownership
Digitisation + Preservation
Digital Collections
Cultural Heritage
Research Data
The Next-Generation System „Alma“
Unified resource management (P+E+D)
Metadata management
Cloud

20. Improve User-Targeted Services
Our solution strategy 1.
Improve User-Targeted Services

21. Primo = Library Google
Search
One-Stop Search
Print
Electronic
Digital

22. Decoupled & Unified End-User Services
Unified Discovery
Primo
Digital
Print
Electronic
Link
So the first thing that the industry and Ex Libris did, was unifying the discovery process. We said, basically, even if we have a complex management environment, we don’t want to expose the users to that. We want to give a simple, unified view that is adequate for the expectations of the “Google generation”. It has to look easy, look simple, has to feel like Google. OPAC looked ancient, and since users are searching on Google multiple times a day, the bar has raised higher than OPAC. So we’ve moved to creating an interface that makes discovery simple across all of the resources. That’s why we call it unified. Now that’s been 3 or 4 years now, now Ex Libris and the industry for that matter are shifting to the management side, saying let’s unify the management aspects.
ILS
ERM
DAM
Management Environments 22

24. Primo mobile
CSS: Cascading Style Sheets 24

25. Optimise Total Cost of Ownership
Our solution strategy 2.
Optimise Total Cost of Ownership

26. Optimise Total Cost of Ownership
Central Shared-Service Implementation
Assist Consortia - Reduced Licensing and Operational Costs
Outsourcing Services
Data Centers in Chicago and Amsterdam
(Singapore planned)

27. Digitisation + Preservation
Strategy 3.
Digitisation + Preservation

28. Need to manage digital material !
Digital Audio
Digital Foto
Digital Video
Digital Movies
Digital TV
Digital Article
Digital Learning
Digital Research
Digital eBook
© Ex Libris, Ltd., Proprietary and confidential. 28

29. Need for Digital Preservation
The explosion of digital data – the world is moving digital (this graph show MB per person).
Libraries and national libraries in particular were responsible for collecting and preserving the human information.
Many of the objects are born digital and will never be and can not be physical.
Digital needs special treatment.

30. Storage-Media Changes…

31. Format Changes

32. What is Rosetta?
A complete asset management and preservation solution that addresses the ever-growing need to collect, archive and preserve the digitally-born and digitized materials stored at academic institutions, research organizations, and government institutions, ensuring data integrity and access over time to information in digital formats
Complete – we offer a system that includes ingest, data management, dissemination tools, preservation planning module – all the OAIS components in one system.
Ever Growing – we understand that the number of digital files will only grow in the future (the IDC report about hexa bytes of data mentioned in the white paper) so there is a need for a scalable system and here the system is built with scalability from the start to allow it to run in a distributed environment (NLNZ will have 8 servers).
Memory of nations – the system is designed with National Libraries in mind, it has support for legal deposit, for a wide variety of file formats, curatorial processes etc.
Access over time – it is not sufficient to store the information it is crucial to make it accessible and accessible over time – this is why we support preservation actions to ensure that the material are viable and offer on-line access to the information.

33. The Next-Generation System „Alma“
Strategy 4.
Unified Back-Office –
The Next-Generation System „Alma“

34. Decoupled & Unified End-User Services
Unified Discovery
Primo
Digital
Print
Electronic
Link
So the first thing that the industry and Ex Libris did, was unifying the discovery process. We said, basically, even if we have a complex management environment, we don’t want to expose the users to that. We want to give a simple, unified view that is adequate for the expectations of the “Google generation”. It has to look easy, look simple, has to feel like Google. OPAC looked ancient, and since users are searching on Google multiple times a day, the bar has raised higher than OPAC. So we’ve moved to creating an interface that makes discovery simple across all of the resources. That’s why we call it unified. Now that’s been 3 or 4 years now, now Ex Libris and the industry for that matter are shifting to the management side, saying let’s unify the management aspects.
ILS
ERM
DAM
Management Environments 34

35. Consolidate the Management Frameworks
Turn Format-Based Vertical Silos into Service-Based Horizontal Workflows
Unified Discovery
Primo
Preservation
Fulfillment & Linking
Resource & Metadata Mgmt.
And here, as I mentioned before, we are taking those vertical silos, and creating a service-based workflows. Because guess what? Acquisitions for print material and electronic materials have a lot of similarities. Sure there are some unique aspects to each. But the overall workflow of purchasing a resource is not that different. So if we combine those processes together, we can really eliminate a lot of the overhead and duplication. So that’s we’re doing now. So we took each one of the workflows, across each one of the resources, and unifying them. But we’re not just unifying the workflows, we’re also unifying the data associated with that.
For example, let’s talk about acquisition. Acquisition is all about taking data from vendors on one hand from materials available, and users needs on the other side. That’s what acquisition is all about – it matches what’s available from providers to the needs of the users. So if I can take information from the vendor on one hand, then on the other hand look at the user’s demands that’s the data that I need to optimise the workflow. So we are unifying all of the workflows, but also all of the data needed to optimise those workflows.
Acquisitions
Selection
Unified Management 35

36. Unified Resource Framework
Unified Discovery
Primo
Alma
And here, as I mentioned before, we are taking those vertical silos, and creating a service-based workflows. Because guess what? Acquisitions for print material and electronic materials have a lot of similarities. Sure there are some unique aspects to each. But the overall workflow of purchasing a resource is not that different. So if we combine those processes together, we can really eliminate a lot of the overhead and duplication. So that’s we’re doing now. So we took each one of the workflows, across each one of the resources, and unifying them. But we’re not just unifying the workflows, we’re also unifying the data associated with that.
For example, let’s talk about acquisition. Acquisition is all about taking data from vendors on one hand from materials available, and users needs on the other side. That’s what acquisition is all about – it matches what’s available from providers to the needs of the users. So if I can take information from the vendor on one hand, then on the other hand look at the user’s demands that’s the data that I need to optimise the workflow. So we are unifying all of the workflows, but also all of the data needed to optimise those workflows.
Unified Management 36

37. Competitor Customers Moved to Alma
Manchester University – Talis
Sheffield University – Talis
Free University Bolzano – OCLC/Bond
Salford University – Talis
Kingston University – Talis
University of York – Sirsi Dynix
Swinburne – Sirsi Dynix
Imperial College – Sirsi Dynix
Novo Nordisk – Sirsi Dynix
BIG Switzerland – VTLS
Boston University – III Millennium
Northeastern University - III Millennium
University  of Manitoba – Sirsi Dynix
Emory University – Sirsi Dynix
North Dakota State – Sirsi Dynix
Binghampton University – III Millennium
Orbis Cascade Consortium – 35 III Millennium systems

38. Thank You! 38