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2020 eCAUG Virtual Conference�Ex Libris Update: Alma & Primo

Jamie Kutzuba, MSLIS – Solutions Architecture Team Lead 6/23/2020

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The Academic World Has Changed

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From

To

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Transformation is all around us

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What’s happening in the technology world

100% Connected
VR / AR
Artificial Intelligence
DATA Explosion

What’s happening in the library

The library is more than just a “library”
Users expectations soars
Doing more with less

What’s happening �with Alma

Reaching thousands of customers
Big data
SaaS experience

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Transparency

Community Collaboration

Getting the most out of Alma

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Robust Alma community!

Consortium:

APIs:

Every Month

Signed Institutions:

Active Users

Countries:

Live with Alma

1800+

1200+

60M

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60K+

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TRANSPARENCY

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Providing even better visibility

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Fix schedule, available to all customers

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Transparency is also about sharing what’s happened and about to happen

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New EResource and CPU Analytics
New Printing and Letter Customization Capabilities
Network level User Management
DARA!
MODS and ETD support
COUNTER 5
Ex Libris Identity Service

New MD Editor
CZ Bib Record Extensions
Next Gen Analytics (DV)
CZ Level Sets
CloudApps
INNReach Integration

Alma

2020

Alma

2019

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New Analytics!

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GuideMe

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New UI Enhancements

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CloudApps

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New MD Editor

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Who is DARA

Smart decision-support engine, driven by adaptive technology that brings machine learning into the library.
DARA recommends Alma workflow efficiencies, suggests features, and validates custom configurations.
With seamless integration, DARA can implement many of its recommendations with a single click.

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DARA

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# of Institutions Receiving Recommendations

>1000

Different Types and Areas

SUSHI, High request load, Local Portfolio linking to CZ

Big Data

Based on the Alma community

Advanced Approaches �Machine Learning, Statistical analysis

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DARA @ ULiège Library

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“DARA is a very interesting functionality and is easy to use.”

“DARA can save us time and improve efficiency”

“I think that future recommendation by DARA will be very helpful”

Stéphanie Simon�ULiège Library - Task Force Alma Acquisitions

Myriam Bastin�ULiège Library - Task Force Alma e-Resources

Suggestions for improvements:

Make the process even smoother (automating it even further)

Add additional recommendations on new SUSHI vendors

Add additional recommendations about local portfolios added to the community zone

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DARA @ Sonoma State University

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“I appreciate DARA’s recommendation for our SUSHI configuration”

“I found it easy to follow and implement”

“We are actively working on improving our usage stats gathering processes, so this recommendation was very helpful”

Laura Krier

Systems and Metadata Librarian

Sonoma State University Library

Suggestions for improvements:

Additional recommendations

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Different Types and Areas

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Analytics based�Leverage Analytics reports to generate candidates for recommendations. E.g.: high request load, inactive portfolios

Configuration

Identify cases where missing or inefficiently configured elements can be changed to improve automation or enhance efficiency. E.g.: circ desk and dept, description rules

Local collections

and portfolios

Identify cases where local collections, or local portfolios in a collection, can potentially be linked to the KB collection, for more automated updates

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Provider Zone

Enables content Providers to access, add and update their Content Offerings directly and automatically within the Alma Community Zone to best reflect the collections and databases available to our mutual customers

Provider 1

Provider 2

Provider 3

Provider 4

Alma

Community Zone � Knowledge Base

API

Create and update collections in the Provider Zone automatically

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Provider Zone

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Completed Primo Highlights

Enhance Purchase Request Form
Configure the FRBR Preferred Record
Improve Sticky Facets Behavior
Quick Access to Alma-Digital Representations

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Improve Sticky Facets Behavior

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Quick Access to Alma-Digital Representations

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H2 Primo Highlights

CDI
Exploration For Related Reading
Improve Full Text Linking
Search External Indexes Within Primo
End User Improvements
Utilize Mobile Device Capabilities

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CDI – Introducing The New Discovery Index

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CDI – the general rollout starts in February

Impact

What’s Coming:�Ex Libris‘ new Central Discovery Index

Highlights:

Single Activation from Alma and SFX for Primo customers
Updates to activations within 48 hours
More granular resource types
Merged records
Separation of Audio Visual (facet)
More Content

Central Discovery Index

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Expand Existing Relationships

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Improve Full Text Linking

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USER EXPERIENCE

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Expose Webhook for Searching External Indexes

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Utilize Mobile Device Capabilities

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Enhanced Personalization

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Alma – current collaboration highlights

A big thank you to the best community in the industry

Community Zone (+contribution)

Analytics

Resource Sharing

Consortia collaboration and central administration

Developments on top of Alma

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Useful Resources

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