How we FindIt@Bham using Primo Breakout session: 11.51
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Transcript of How we FindIt@Bham using Primo Breakout session: 11.51
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How we FindIt@Bham using Primo
Breakout session: 11.51
Stephen Bull (Library Services) & Edward Craft (IT Services)
University of Birmingham
Monday 9th September 2013
The 2013 International Group of Ex Libris Users (IGeLU) Conference
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Outline Context
Why a discovery solution
Implementation of Primo
Customisation of Primo
Customisation of Primo from a technical perspective
Impact
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The University of Birmingham
Founded 1900
Member of prestigious Russell Group
Approx. 28,000 FTE students from over 150 countries
Approx. 6,000 FTE staff
University of Birmingham (2013a)
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Context The University is investing in the library and its
systems:
Combined, these investments will allow Library Services to better support the University’s research, teaching & learning agenda
Library Management
System
Resource Discovery Service
iStock photo
Library Content
Programme
iStock photo
Reading List Solution
Kristykay22 (2005)
New Main Library
University of Birmingham (2013b)
+ ++ +
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Our Relationship with Ex Libris
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Why a Discovery Solution?
Gerlos (2008)
Number 10 (2012)
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Resource Discovery at Birmingham
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Primo Implementation in a Nutshell
May Jun Jul Aug Sep Oct
Kick off / Primo Systems Analysis session
Installation, Customisation and Benchmarking
Primo made live (restricted access)
Focus Groups and associated actions
Service goes live
Staff training / Documentation produced
Promotion / Service monitoring
Project closure
2012
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Project Team
Role Full Time Equivalent (FTE) on Project
IT Services
Implementation Manager 0.1
Digital Library Specialists 0.7 & 0.2
Library Services
Project Manager 0.5
Metadata Rep 0.2
Serials / eResources Reps 2 x 0.2
Library Customer Support Rep 2 x 0.2
Subject Librarian Reps 2 x 0.2
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The Look and Feel of Primo
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The final design
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Naming Primo
Staff competition 40 suggestions Winner: FindIt@Bham
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The final design
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Focus Groups Sought opinion from
staff, students and Library Services staff
Series of focus groups– 3 in July– 2 in August
Recruitment via various channels
Semi-structured format Library Services staff
testing July and AugustNina Matthews photography (2010)
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Benefits Opinions from:
– end-users– Staff not involved with
the project Discussion Confidence in the
system Insight into how users
search for information
Telling (2006)
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Customising Primo from a technical perspective
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Why? and What? Customisation process started before we had Primo
hands-on. – LS Staff considered other sites - not just Primo ones!
Ongoing feedback and focus groups Conclusion - General look and feel popular A number of “smaller” changes:
– heavily branded home page. – removing tabs.– explanatory text for scopes.
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Why? and What? Customisation process started before we had Primo
hands-on. – LS Staff considered other sites - not just Primo ones!
Ongoing feedback and focus groups Conclusion - General look and feel popular A number of “smaller” changes:
– heavily branded home page. – removing tabs.– explanatory text for scopes. – tinting default icons to make them more distinguishable.– offering instruction if desired results are not found.– prompt for guest users to log in for better results.
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Why? and What? Customisation process started before we had Primo
hands-on. – LS Staff considered other sites - not just Primo ones!
Ongoing feedback and focus groups Conclusion - General look and feel popular A number of “smaller” changes:
– heavily branded home page. – removing tabs.– explanatory text for scopes. – tinting default icons to make them more distinguishable.– offering instruction if desired results are not found.– prompt for guest users to log in for better results. – redesigned Find Databases light box. – removing Facebook links. – persistent URL links and QR codes.
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Why? and What? Customisation process started before we had Primo
hands-on. – LS Staff considered other sites - not just Primo ones!
Ongoing feedback and focus groups Conclusion - General look and feel popular A number of “smaller” changes:
– heavily branded home page. – removing tabs.– explanatory text for scopes. – tinting default icons to make them more distinguishable.– offering instruction if desired results are not found.– prompt for guest users to log in for better results. – redesigned Find Databases light box. – removing Facebook links. – persistent URL links and QR codes. – integration with Verde and Aleph.– localised Help files.– kiosk and OPAC modes.– additional Data Sources.– etc. etc. etc.
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Level One : “Simple” HTML / CSS. ‘Static’ changes.
Safe from SP updates, a lot can be achieved
Firefox/Inspect Element makes it easier!
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Level Two : JavaScript For advanced users Reliant on ExLibris HTML design
– eg. Login prompter
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Level Two : JavaScript Primo is made up of tiles which can contain
JavaScript.– Header/Footer on every page
eg. Google Analytics
– Featured.html, news.html and service.html are only on Home Page
JavaScript in these only affects Home page.
document.getElementById("exlidSearchRibbon").style.position = 'relative';document.getElementById("exlidSearchRibbon").style.left = '5%';document.getElementById("exlidSearchRibbon").style.top = '128px';document.getElementById("exlidSearchTile").style.height = '0px';
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Level Two : JavaScript
document.getElementById("exlidSearchRibbon").style.position = 'relative';document.getElementById("exlidSearchRibbon").style.left = '5%';document.getElementById("exlidSearchRibbon").style.top = '128px';document.getElementById("exlidSearchTile").style.height = '0px';
#exlidHomeContainer div.EXLHomeBlockContainer1 { background-image: url(../images/UoBpoynting.jpg);}
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Level Two : JavaScript Ideasbrief.html
– Appears after each page of results.– Can be used for static text or, with JavaScript, dynamic.
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Level Three : Changing ExLibris’ code. Don’t!!! (But we still did)
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Level Three : Changing ExLibris’ code. Don’t!!! (But we still did)
– eg. Find Databases
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Level Three : Changing ExLibris’ code.
Not supported.
Back up before AND AFTER!!Error.jspError.jsp.20130218ejcError.jsp.20130401ejcError.jsp.20130614mpmError.jsp.current
Needs to be reapplied after every SP.
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Ongoing Process...
2012 = Primo 2013 = Verde/Aleph 201? = ALMA? 20?? = ??
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Impact
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Impact
Jan-1
2
Feb-12
Mar-12
Apr-12
May-12
Jun-1
2Ju
l-12
Aug-12
Sep-12
Oct-12
Nov-12
Dec-12
Jan-1
3
Feb-13
Mar-13
Apr-13
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
eLibraryFindIt
Month
Num
ber o
f vis
its p
er m
onth
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“Access to online library is fantastic”*
“As a PT student I am mainly working fromhome and self-directed, but the online libraryfacilities are superb.”**
“The availability of online and printed resources was particularly commendable, and the research facilities provided by the university library search facility and access to vast number of journals is excellent.” *
“Excellent online library resources”*
** Postgraduate Taught Experience Survey (PTES), 2013** Postgraduate Research Experience Survey (PRES) , 2013
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Questions?
Balin (2006)
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Balin, J.V. (2006) Unknown_blue. Available from: http://openclipart.org/detail/973/unknown_blue-by-jean_victor_balin [Accessed 28 June 2012]
Gerlos (2008) Binoculars Portrait. Available from: http://www.flickr.com/photos/12033805@N00/3119891607 [Accessed: 12 August 2013].
Kristykay22 (2005) 1988 Reading List, Part 1. Available from: http://www.flickr.com/photos/99651925@N00/63408870/. [Accessed: 12 August 2013].
Nina Matthews Photography (2010) I so need to FOCUS a bit more on the simple things in life ~ EXPLORED. Available from: http://www.flickr.com/photos/21560098@N06/4848880460. [Accessed 30 August 2013].
Telling, J. (2006) Thumbs up. Available from: http://www.flickr.com/photos/44124473769@N01/292642699 [Accessed 28 June 2012]
University of Birmingham (2013a) My.Bham. http://my.bham.ac.uk [Accessed 08 September 2013]
University of Birmingham (2013b) Library. http://www.birmingham.ac.uk/community/building/library.aspx [Accessed 5 September 2012].
Images from Open Clip Art Library (http://openclipart.org), iStock Photo (http://www.istockphoto.com)
or via Creative Commons from Flickr (http://www.flickr.com) and Wikimedia Commons (http://commons.wikimedia.org).
Photo Credits
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FindIt@Bham:
http://findit.bham.ac.uk
Steve [email protected]
Tel: +44 121 414 4206
Tel: +44 121 414 5847