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Primo Boston College

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Primo Boston College

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    1. 21 May 2009 ARL Membership Meeting, Houston 1 Primo @ Boston College 1st Gen. Next-Gen. Discovery

    2. 21 May 2009 ARL Membership Meeting, Houston 2 outline background implementation process quick demo locally developed add-ons user feedback/initial reactions lessons learned future Background: little bit about BC and about the need for a next-gen discovery platform Background: little bit about BC and about the need for a next-gen discovery platform

    3. 21 May 2009 ARL Membership Meeting, Houston 3 30,000-foot view (NOT!)

    4. 21 May 2009 ARL Membership Meeting, Houston 4 What is Primo? Ex Libris’ next-gen. discovery and delivery platform Decouples discovery layer from the ILS Incorporates technologies developed outside the library arena Two search components: Local (your catalog, digital collections, IR content) Uses locally indexed data Remote (subscription databases) Uses federated search

    5. 21 May 2009 ARL Membership Meeting, Houston 5 about BC Private, Jesuit university User Population: 9,000 undergrads, 4,800 grad students, 850 faculty Library Metrics: 2.5 million volumes, 200 FTE staff, $8m acquisitions budget ARL library (since 2000) Carnegie Classification—Doctoral/Research Extensive The place Bill Ayers didn’t speak at…

    6. 21 May 2009 ARL Membership Meeting, Houston 6 about library technology @ BC Small staff, so No bleeding edge “Early followers” Willingness to experiment Perfection is not the goal “Just Do It” Comfortable working with [certain] vendors Staff of 8—manage ILS, IR, Digital collections platform, digitization lab, desktop support, proxy server, ERM, link resolver, federated search Positive relationship with ex libris that is mutually beneficialStaff of 8—manage ILS, IR, Digital collections platform, digitization lab, desktop support, proxy server, ERM, link resolver, federated search Positive relationship with ex libris that is mutually beneficial

    7. 21 May 2009 ARL Membership Meeting, Houston 7 Aha! moment 20062006

    8. 21 May 2009 ARL Membership Meeting, Houston 8 need for next-gen. catalog Traditional OPAC considered deficient/irrelevant as modern discovery tool Growing number of library discovery systems with separate search interfaces Google and Amazon have redefined search expectations for most of our users: simple search, relevant results Web 2.0 features needed (tagging, recommendations, reviews, support for mobile devices, etc.) 20062006

    9. 21 May 2009 ARL Membership Meeting, Houston 9 need for next-gen catalog

    10. 21 May 2009 ARL Membership Meeting, Houston 10 Administrative perspective: too many discovery systems to maintain

    11. 21 May 2009 ARL Membership Meeting, Houston 11 Administrative perspective: too many discovery systems to maintain

    12. 21 May 2009 ARL Membership Meeting, Houston 12 Internal pitch: decoupling search from ILS

    13. 21 May 2009 ARL Membership Meeting, Houston 13 Choices (2006) Endeca Primo Charter-member program offered clear benefits (pricing, input on development) Prior experience with Ex Libris as early adopters (SFX, MetaLib) Opportunity to apply local expertise/resources where they will have biggest impact on our users

    14. 21 May 2009 ARL Membership Meeting, Houston 14 Implementation

    15. 3 September 2012 ARL Membership Meeting, Houston 15 Implementation Small technical implementation team included staff from Systems, Reference & Instructional Services, and Cataloging. Larger Public services group established to coordinate ongoing assessment, recommend enhancements. Intent was to solicit and incorporate feedback from end users, not just library staff

    16. 21 May 2009 ARL Membership Meeting, Houston 16 Scope of BC’s Primo Local index (“BC Collections”) Local catalog (ALEPH) faculty publications (ALEPH-separate db) statistical data (ALEPH-separate db) ETDs (Digital Commons/DigiTool) digital collections (DigiTool) course reserves (ALEPH-separate db) research guides (LibGuides)

    17. 21 May 2009 ARL Membership Meeting, Houston 17 Scope of BC’s Primo Remote: Articles/Databases Federated search via MetaLib Primo searches of citation and full-text databases that we subscribe to is done, behind the scenes, via MetaLib, Ex Libris’s metasearch system. We currently offer access to approximately 120 metasearch targets, grouped by subjects into “quicksets”. Primo searches of citation and full-text databases that we subscribe to is done, behind the scenes, via MetaLib, Ex Libris’s metasearch system. We currently offer access to approximately 120 metasearch targets, grouped by subjects into “quicksets”.

    18. 21 May 2009 ARL Membership Meeting, Houston 18 Shortly after our primo launch, Umich announced that they were making 100,000 of their records for digitized public domain books from the Google Books project, via OAI. We immediately loaded these into Primo, and they are now searchable as part of the “BC Collections” tab. We’re looking at doing similar loads from the Open Content Alliance. Shortly after our primo launch, Umich announced that they were making 100,000 of their records for digitized public domain books from the Google Books project, via OAI. We immediately loaded these into Primo, and they are now searchable as part of the “BC Collections” tab. We’re looking at doing similar loads from the Open Content Alliance.

    19. 21 May 2009 ARL Membership Meeting, Houston 19 Shortly after our primo launch, Umich announced that they were making 100,000 of their records for digitized public domain books from the Google Books project, via OAI. We immediately loaded these into Primo, and they are now searchable as part of the “BC Collections” tab. We’re looking at doing similar loads from the Open Content Alliance. Shortly after our primo launch, Umich announced that they were making 100,000 of their records for digitized public domain books from the Google Books project, via OAI. We immediately loaded these into Primo, and they are now searchable as part of the “BC Collections” tab. We’re looking at doing similar loads from the Open Content Alliance.

    20. 3 September 2012 ALA 2008 Midwinter Meeting, Philadelphia 20 This is what our original “soft launch” of Primo looked like, in Nov. 2007. We originally branded the system “SuperSleuth *beta*”, a name our Web designer came up with. A key component of the initial rollout was the prominent feedback form, asking users to provide input to help us make the system better. This is what our original “soft launch” of Primo looked like, in Nov. 2007. We originally branded the system “SuperSleuth *beta*”, a name our Web designer came up with. A key component of the initial rollout was the prominent feedback form, asking users to provide input to help us make the system better.

    21. 21 May 2009 ARL Membership Meeting, Houston 21 This is what our current Primo interface looks like—the biggest change has been the name, now Holmes OneSearch, the result of a naming contest we held, inviting students to propose and then vote on names for the system. This is what our current Primo interface looks like—the biggest change has been the name, now Holmes OneSearch, the result of a naming contest we held, inviting students to propose and then vote on names for the system.

    22. Primo futurePrimo future

    23. 21 May 2009 ARL Membership Meeting, Houston 23 Quick look at some screenshots from Primo—example search here is “hard life”—in this case I’m looking for Flann O’Brien’s comic novel. The first result is a deduped/FRBRized record representing different editions of the same work, which all had separate records in ALEPH. Facets and scopes are available on the left for users to further refine their search, without having to understand the structure of the underlying search as they do with OPAC searching.Quick look at some screenshots from Primo—example search here is “hard life”—in this case I’m looking for Flann O’Brien’s comic novel. The first result is a deduped/FRBRized record representing different editions of the same work, which all had separate records in ALEPH. Facets and scopes are available on the left for users to further refine their search, without having to understand the structure of the underlying search as they do with OPAC searching.

    24. 21 May 2009 ARL Membership Meeting, Houston 24

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    29. 21 May 2009 ARL Membership Meeting, Houston 29 We’ve also added a recommender system to Primo, based on the bibTip recommender project out of Karlsruhe University in Germany. Recommendations are based on an analysis of our ALEPH OPAC usage logs, tracking, by user session, views of full-records displays. We will be adding our Primo usage logs to the recommender system shortly.We’ve also added a recommender system to Primo, based on the bibTip recommender project out of Karlsruhe University in Germany. Recommendations are based on an analysis of our ALEPH OPAC usage logs, tracking, by user session, views of full-records displays. We will be adding our Primo usage logs to the recommender system shortly.

    30. 21 May 2009 ARL Membership Meeting, Houston 30 usage stats: trends 93% of searches are basic searches (most users don’t go use advanced search options) Use of tagging and reviews is nominal—not clear if users aren’t interested or if we need to seed Primo with tags/reviews from external source (e.g., librarything) “Did you mean” (2.5%) not used as much as we thought—not clear if that’s because search results are mostly satisfactory, or “did you mean” suggestions are not on target On average, every search leads to a full record display *or* a “Get It” link (to SFX link resolver)93% of searches are basic searches (most users don’t go use advanced search options) Use of tagging and reviews is nominal—not clear if users aren’t interested or if we need to seed Primo with tags/reviews from external source (e.g., librarything) “Did you mean” (2.5%) not used as much as we thought—not clear if that’s because search results are mostly satisfactory, or “did you mean” suggestions are not on target On average, every search leads to a full record display *or* a “Get It” link (to SFX link resolver)

    31. 21 May 2009 ARL Membership Meeting, Houston 31 usage stats Local (bc collections) vs. remote: users are finding the articles/db tab (approx. 40% of searches) Significant response time differences: less than 1 second for local search, avg. about 6 seconds for remote search, with only partial results in initial displayLocal (bc collections) vs. remote: users are finding the articles/db tab (approx. 40% of searches) Significant response time differences: less than 1 second for local search, avg. about 6 seconds for remote search, with only partial results in initial display

    32. 21 May 2009 ARL Membership Meeting, Houston 32 User feedback

    33. 21 May 2009 ARL Membership Meeting, Houston 33

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    37. 21 May 2009 ARL Membership Meeting, Houston 37 big issues so far separate search tabs for local and remote searches understandable from technical standpoint …but users don’t know or care why remote search not fast, unpredictable understandable from technical standpoint …but users don’t know or care why

    38. 21 May 2009 ARL Membership Meeting, Houston 38 Lessons learned Focus on user needs, not librarians’ Redefining library search is easier for users than for librarians We need more Java expertise Targeted locally developed add-ons appear to be worth the investment Library technology landscape is changing faster than we expected

    40. 21 May 2009 ARL Membership Meeting, Houston 40 Future? We’re comfortable with Primo for near term (2-4 years) Good alternatives available that we would be looking at if we were looking now VuFind (open source), AcquaBrowser (commercial) Elephant in room (or at least on horizon) is WCL—may be a game-changer

    41. Whither (wither?) competition? 21 May 2009 ARL Membership Meeting, Houston 41

    42. Back to the future! 21 May 2009 ARL Membership Meeting, Houston 42

    43. 21 May 2009 ARL Membership Meeting, Houston 43

    44. 21 May 2009 ARL Membership Meeting, Houston 44 Thank you Questions? url: http://bc.edu/holmes contact: gerrityr@bc.edu

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