1. PRIMO AT THE ROYAL LIBRARY OF DENMARK Integrated search – Google of the library? Helsinki, October 28 2010

2. Primo at RLD | Helsinki, October 28 2010 Agenda Background: The Primo Consortium Background: CULIS consolidation Primo implementation at the Royal Library Usability testing and user response Impact of the CULIS consolidation project Upgrading to Primo version 3 – first impressions Pros and cons of the consortia model Primo strategy for the near future The Royal Library long term strategy 2

3. Primo at RLD | Helsinki, October 28 2010 The Primo consortia in Denmark The Administrative Library Technical Information Center of Denmark The Royal Library Aalborg University Library Primo consortia formed in 2007 Formal organization Three live Primo sites 3

4. Primo at RLD | Helsinki, October 28 2010 CULIS consolidation Joint library organization of Copenhagen University libraries and RLD Technical project following the formation of CULIS All faculty- and department libraries and RLD Joint Aleph, Primo, SFX and DADS solution Merging 43 separate ALEPH solutions into 1 17 lending libraries with different policies Planned and completed 2008-2009 Extensive policies og procedures 75 collections, 50 locations and branches 4

5. Primo at RLD | Helsinki, October 28 2010 Primo at the Royal Library 5 ALEPH version 16 OPAC

6. Primo at RLD | Helsinki, October 28 2010 Primo at the Royal Library 6 Primo version 2

7. Primo at RLD | Helsinki, October 28 2010 Primo at the Royal Library System implementation 2007 RLD working towards launch in 2008Aleph, SFX and DADS article search integration Beta version September 11 20084,7 mio. catalog records + 40 mio. article records 2009 expansion due to CULIS consolidation More records, many collections and branches Production March 11 20096,2 mio catalog records, 40 mio article records 7

8. Primo at RLD | Helsinki, October 28 2010 Usability testing of Primo in 2008 Handled in 2008 by a professional usability company 11 test subjects tested individually for 90 minutes. (5 students, 3 ph.d students and 3 scientists) Positive: Clear indication of ressource types Very useful option to limit results (facets) Access to article search Easy navigation and functionality Search of unexpected resources was a positive surprise (discovery aspect) Negative: Article search too hard to find (separate tab) Too difficult to get full text access. (SFX) Too many library terms on the interface Advanced search not advanced enough 8

9. Primo at RLD | Helsinki, October 28 2010 Recommendations of the usability test Resources: clear definition of content and coverage of resources Library terms: removed or translated to common language Contextual help: relevant help where needed Request and access: must be simplified and cleared of organizational issues Search options: focus on both ’Google users’ and advanced users Integrated search: aim for real integration – one interface, one search, one result set Social technologies: only use where relevant and of real value to the users 9

10. Primo at RLD | Helsinki, October 28 2010 Impact of the CULIS consolidation project Ground breaking project and cooperation between UC and RLD Momentum was critical – compromise was the key Technical solution to organizational issues The Primo integration was an overall success … but Reflects complexity and flaws of the data layer Many policy and functionality discussions Know your customer! Know your strategy! ”The best is the good’s worst enemy” 10

11. Primo at RLD | Helsinki, October 28 2010 Upgrading to Primo version 3 – first impressions Upgrade summer 2010 Beta september – Live October 18 11

12. Primo at RLD | Helsinki, October 28 2010 Upgrading to Primo version 3 – first impressions Seamless integration with Aleph logistics – almost Better integration with SFX link resolver Improved interface look and feel – farewell to pop ups More open platform – easier to integrate third party functionality Semi-intelligent feedback on user options in specific context 12

13. Primo at RLD | Helsinki, October 28 2010 The consortia model Expectations: The economical motivation – Licensing, maintenance, total cost of ownership The potential for collaboration, exchange of work and ideas The reality: Shared Primo system covering multiple Aleph solutions Requires close collaboration and cross consortia decissions Requires a real active consortia organization Requires a consortia ’owner’ and clear definition af responsibility Requires constant focus on actions and consequenses Not suitable for individual and equal institutions - with different proirities 13

14. Primo at RLD | Helsinki, October 28 2010 Primo strategy for the near future Additional search options (MARC record view, push to external search engines) Third party integration (reference tools, mobile devices, social networks) Formalized design and terminology policies Complete new usability test with clear user profiles Focus on user satisfaction and fulfillment Be where the users are, on the users terms 14

15. Primo at RLD | Helsinki, October 28 2010 The Royal Library long term Primo strategy Harmonize and standardize our data foundation Standardize and simplify our logistics and policies In principle achieve system independence Increasing focus on total cost of ownership Constant view on licensing, maintenance cost, automated work flows Primo as an exploratory search tool Primo as one stop search for all resources Full texts, images, maps, digital cultural heritage 15

16. Primo at RLD | Helsinki, October 28 2010 Questions? Royal Library Primo version 3: http://rex.kb.dk Ole Holm Head of Library Service The Royal Library, Copenhagen oho@kb.dk 16