Ex Libris Moving Forward

ENUG 2010 | William Paterson University

Greg Gosselin – Regional Account Manager

3

Current State of Affairs

4

88 million dollar revenue

77 countries

475 employees

4,700 customers

41 national libraries

5

Aleph

2,301

SFX

1,885

Voyager

1,368

MetaLib1,547

688

Verde

216

Primo

718

Rosetta

7

bX

834

DigiTool

177

67

4321,249

213

1

590

118

1,134

Our Customers: Worldwide and in North America

6

According to the 2010 Academic Ranking of World Universities

Shanghai Jiao Tong University

10/10

23/25

78/100

43/50

62/75

7

Matti Shem Tov President & CEO

Yohanan Spruch Chief Technology Officer

Oren Beit-Arie Chief StrategyOfficer

Nancy Dushkin

Corporate VP Discovery &

DeliverySolutions

Anat Kuper

Corporate VP Global

Support

Oded Scharfstein

VP Asia Pacific

Marc Daubach

Corporate VP,

GM Europe

Mark Triest

President, Ex LibrisNorth

America

Moshe Eisenberg Chief Financial Officer

Bar Veinstein

Corporate VP Resource

ManagementSolutions

Carl Grant Chief Librarian

8

The highlights of the past 12 months

• The development of the Unified Resource Management (URM) system is progressing as planned

• bX, the first and only article recommender service, gains momentum

• Primo Central Index released

• Number of Primo customers increased significantly

• Many new sites in Asia Pacific

• Ex Libris distributors in Denmark and Sweden became part of Ex Libris Group

9

Our Roadmap

10

Building Next Generation Library Services:

The Ex Libris Strategic Framework

Data Services

Value added data used by

applications or provided as a

service

i.e. CKB, MMS, Primo Central

Index

Unified Resource Discovery and Delivery

Decoupled Front-end

Single entry point for discovery and delivery

Unified ResourceManagement

All back-office functions for the management of print,

electronic and digital materials

11

Primo is moving fast…

• Version 3.0 released in May 2010, featuring:

• New user interface

• OPAC functionality in the Primo UI

• Seamless integration with Primo Central Index

• Smooth transition path

• The Primo Central Index service released in June 2010

• With the recent award by the Finnish libraries, there are 718 Primo customers, worldwide!

12

• A recent addition to the Primo environment

• Centralized Primo index, hosted by Ex Libris in a cloud computing environment

• Includes global and regional scholarly data from

primary and secondary publishers and aggregators

• Indexes primarily articles, but also e-books and

other scholarly materials

• Available to all Primo and MetaLib customers

Primo Central Index

13

• Recent agreements signed: Wiley, Springer, Thomson Reuters (Web of Science), Lexis Nexis, AAAS (Science), and more

• Pilot with Elsevier to start soon

• Large number of open access repositories being loaded (e.g., Hathi Trust and arXiv)

• Currently, nearing 250 million records of which over 65% are journal articles

Primo Central Index

14

Building Next Generation Library Services:

The Ex Libris Strategic Framework

Data Services

Value added data used by

applications or provided as a

service

i.e. CKB, MMS, Primo Central

Index

Unified Resource Discovery and Delivery

Decoupled Front-end

Single entry point for discovery and delivery

Unified ResourceManagement

All back-office functions for the management of print,

electronic and digital materials

15

• URM is a cloud platform designed from the

ground up to enable next-generation

library services

• URM facilitates unified management of all

resource types and drives collaboration

and sharing across institutions

Focus on your library, not on IT

16

Optimize library resources & dataShared resources Enriched contentIntelligence & analytics

Optimize user experienceAccess from anywhereOn-demand fulfillment

Optimize services & workflowsUnified resource managementCollaboration across the boardValue-added services

Optimize infrastructureNetwork-level architectureSoftware as a Service (SaaS) Open interfaces & open data

Optimization

Automation

Unlocking the value of the library

Library optimization: Networked library system

Library automation: Integrated library system

17

Development driven by collaborative partnerships

Development partners (4 institutions)

Regional collaborative partnerships

(4-6 institutions in Australia/New Zealand )

Small-library advisory group (10 institutions)

Customer focus group (80 institutions worldwide)

18

URM development timetable—on track!

• Conceptual design with development partners completed (June 2010)

• Five partner releases planned from June 2010 to October 2011

• First partner release delivered (June 2010)

• Testing through October 2010, including data conversion from Aleph and Voyager

• Next partner release—November 2010

• General release planned for 2012

19

Version 20.2 Aug 10In pipeline: versions 21 (Q4 2011), 22

Version 7.2.3 Oct 10In pipeline: versions 8.0 (June 2011), 9

Version 3.0 June 10 Primo Central Jun 10 In pipeline: versions 3.1/4.0 (Q2/Q3 2011)

Version 4.4 released 11 Oct 10 (“Primo Central release”)In pipeline: MetaLib ‘Next Gen’

Version 4.0 July 10In pipeline: 4.1 (Q4 2010), 4.2

Version for non-SFX sites (e.g., SerSol) Jun 10

Ongoing service packs (next SP Dec 2011)In pipeline: URM Electronic

Version 3.2 Nov 08, SP 28 Jun 10In pipeline: 3.3 (Nov 2011), URM Digital

Version 2 released May 10In pipeline: 2.1, 2.2, 3.0

20

Carmit Marcus Mike Dicus Jørgen Madsen

Nettie LagaceChristine StohnGilad Gal

Nettie Lagace Yuval Richler Ido Peled

21

New Initiatives

22

New Ways of Reaching YouEnriching

23

Ex Libris Learning Center

• Launched in January 2010

• The place for customers to fulfill all of their training needs

• Provides access to recorded (flash) lessons, course agendas, and course history information

• Delivers instructor-led training (Initial, Ongoing, How to…, What’s New?, General)

• Includes 130 courses with over 250 lessons and growing

• Already used by 100 institutions from 28 countries

24

http://screenr.com/diW

25

26

27

28

29

30

31

• ~170 code contributions [August 2010]

• Major redesign, based on your input, to enhance usability

• Code contributions are open to all!

32

33

• Competition took place from November to March

• Panel of judges:

• Marshall Breeding, Vanderbilt University

• Sebastian Hammer, Index Data

• Andrew MacFarlane, City University, London

• Yohanan Spruch, Ex Libris

• 45 new code contributions submitted

• See http://www.exlibrisgroup.com/category/ELympics

34

First Prize ($5,000): Maccabee Levine, University

of Wisconsin Oshkosh, for Related Items Bookshelf—Virtual shelf browse for Tomcat WebVoyage

Second Prize ($4,000): Kai Jauslin, Swiss Federal Institute of Technology Zurich (ETH), for Primo CMS SOLR Websearch adaptor

Third Prize ($3,000): Ere Maijala, National Library of Finland, for Tomcat WebVoyage Enhancer

35

Special Award ($5,000)

David Walker, California State University

A true supporter of collaboration and the driving force behind the initiation, design, development, and support of the

Xerxes interface application.

36

Developer Meets Developer

November 2009, headquarters, Jerusalem

12 developers 12 institutions 9 countries

February 2010, NA headquarters, Chicago

13 developers 12 institutions 5 countries

III IV

Next meetings: Jerusalem, November 3-4, 2010 Chicago, March 2011

37

• Extensively invest in research and development; always one step ahead

• Focus on the academic, national, and research library markets

• Provide a comprehensive product suite

• Develop all our products with our customers

• Embrace openness as a mindset and as a technological paradigm

Strategically Committed

Thank you and have a great conference!