Primo @ Boston College
description
Transcript of Primo @ Boston College
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 11
Primo @ Boston CollegePrimo @ Boston College
11stst Gen. Next-Gen. Discovery Gen. Next-Gen. Discovery
Bob GerrityAUL for Library Systems & Information Technology
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 22
outlineoutline backgroundbackground implementation processimplementation process quick demoquick demo locally developed add-onslocally developed add-ons user feedback/initial reactionsuser feedback/initial reactions lessons learnedlessons learned futurefuture
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 33
30,000-foot view (NOT!)30,000-foot view (NOT!)
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 44
What is Primo?What is Primo? Ex Libris’ next-gen. discovery and delivery Ex Libris’ next-gen. discovery and delivery
platform platform Decouples discovery layer from the ILSDecouples discovery layer from the ILS Incorporates technologies developed Incorporates technologies developed
outside the library arena outside the library arena Two search components: Two search components:
Local (your catalog, digital collections, IR content)Local (your catalog, digital collections, IR content)• Uses locally indexed data Uses locally indexed data
Remote (subscription databases) Remote (subscription databases) • Uses federated searchUses federated search
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 55
about BCabout BC
Private, Jesuit universityPrivate, Jesuit university User Population: 9,000 undergrads, 4,800 User Population: 9,000 undergrads, 4,800
grad students, 850 facultygrad students, 850 faculty Library Metrics: 2.5 million volumes, 200 FTE Library Metrics: 2.5 million volumes, 200 FTE
staff, $8m acquisitions budgetstaff, $8m acquisitions budget ARL library (since 2000)ARL library (since 2000) Carnegie Classification—Doctoral/Research Carnegie Classification—Doctoral/Research
ExtensiveExtensive The place Bill Ayers didn’t speak at…The place Bill Ayers didn’t speak at…
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 66
about library technology @ BCabout library technology @ BC
Small staff, so Small staff, so No bleeding edgeNo bleeding edge ““Early followers”Early followers” Willingness to experimentWillingness to experiment Perfection is not the goalPerfection is not the goal ““Just Do It”Just Do It” Comfortable working with [certain] vendors Comfortable working with [certain] vendors
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 77
Aha! momentAha! moment
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 88
need for next-gen. catalogneed for next-gen. catalog
Traditional OPAC considered deficient/irrelevant Traditional OPAC considered deficient/irrelevant as modern discovery toolas modern discovery tool
Growing number of library discovery systems Growing number of library discovery systems with separate search interfaceswith separate search interfaces
Google and Amazon have redefined search Google and Amazon have redefined search expectations for most of our users: simple expectations for most of our users: simple search, relevant resultssearch, relevant results
Web 2.0 features needed (tagging, Web 2.0 features needed (tagging, recommendations, reviews, support for mobile recommendations, reviews, support for mobile devices, etc.)devices, etc.)
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 99
need for next-gen catalogneed for next-gen catalog
user perspective:too many
search choices
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1010
Administrative perspective: Administrative perspective: too many discovery systems to maintaintoo many discovery systems to maintain
dlib.bc.edu:8882 library.bc.edu/F escholarship.bc.edu databases.bc.edu metaquest.bc.edu
Digital Collections
DigiTool
MARC, DC, METS
Digital content we create:
image collections, finding aids,
streamed media
~15k records
discovery
category
system
metadata
schema
content
size
OPAC
ALEPH
MARC
What we buy: books, journals, govdocs, media
~2.5m records
Institutional Repository
DigiTool
DC
BC-produced scholarship:
(ETDs, working papers,
postprints, peer-reviewed journals
~10k records
Online Databases
MetaLib
MARC
Subscription databases
(descriptive info. And
configs for federated search)
~500 records
E-journals
SFX
MARC
Subscription e-journals
(holdings and configs for OpenURL linking)
local content remote content
~64k records
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1111
Administrative perspective: Administrative perspective: too many discovery systems to maintaintoo many discovery systems to maintain
dlib.bc.edu:8882 library.bc.edu/F escholarship.bc.edu databases.bc.edu metaquest.bc.edu
Digital Collections
DigiTool
MARC, DC, METS
Digital content we create:
image collections, finding aids,
streamed media
~15k records
primo
discovery
category
system
metadata
schema
content
size
OPAC
ALEPH
MARC
What we buy: books, journals, govdocs, media
~2.5m records
Institutional Repository
DigiTool
DC
BC-produced scholarship:
(ETDs, working papers,
postprints, peer-reviewed journals
~10k records
Online Databases
MetaLib
MARC
Subscription databases
(descriptive info. And
configs for federated search)
~500 records
E-journals
SFX
MARC
Subscription e-journals
(holdings and configs for OpenURL linking)
local content remote content
~64k records
bc.edu/holmes
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1212
Internal pitch: decoupling Internal pitch: decoupling search from ILSsearch from ILS
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1313
Choices (2006)Choices (2006)
EndecaEndeca PrimoPrimo
Charter-member program offered clear benefits Charter-member program offered clear benefits (pricing, input on development)(pricing, input on development)
Prior experience with Ex Libris as early adopters Prior experience with Ex Libris as early adopters (SFX, MetaLib)(SFX, MetaLib)
Opportunity to apply local expertise/resources Opportunity to apply local expertise/resources where they will have biggest impact on our userswhere they will have biggest impact on our users
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1414
ImplementationImplementationSept.-Dec. 2006Sept.-Dec. 2006 Proposal developed and approved internally; Proposal developed and approved internally;
contract negotiated with Ex Libriscontract negotiated with Ex Libris
April-May 2007April-May 2007 Hardware installed (Production=1 IBM 3850, 3 IBM Hardware installed (Production=1 IBM 3850, 3 IBM 3550 Linux servers , Test = 1 IBM 3550)3550 Linux servers , Test = 1 IBM 3550)
June 2007June 2007 Prerequisite software upgrades completed for Prerequisite software upgrades completed for ALEPH (to v18) and MetaLib (to v4)ALEPH (to v18) and MetaLib (to v4)
July 2007July 2007 Primo installed on test server, staff trainingPrimo installed on test server, staff training
August 2007August 2007 Primo installed on production serverPrimo installed on production server
Sept.-Oct. 2007Sept.-Oct. 2007 Pipes for data sources configured. Primo search Pipes for data sources configured. Primo search scopes created; normalization rules customized scopes created; normalization rules customized and tested, Web interface localizedand tested, Web interface localized
November 2007November 2007 Primo released to users as SuperSleuth *beta*Primo released to users as SuperSleuth *beta*
5 months
April 21, 2023April 21, 2023 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1515
ImplementationImplementation
Small technical implementation teamSmall technical implementation team included staff from Systems, Reference & Instructional included staff from Systems, Reference & Instructional
Services, and Cataloging.Services, and Cataloging.
Larger Public services groupLarger Public services group established to coordinate ongoing assessment, established to coordinate ongoing assessment,
recommend enhancements.recommend enhancements. Intent was to solicit and incorporate feedback from end Intent was to solicit and incorporate feedback from end
users, not just library staffusers, not just library staff
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1616
Scope of BC’s PrimoScope of BC’s Primo
Local index (“BC Collections”)Local index (“BC Collections”) Local catalog (ALEPH)Local catalog (ALEPH) faculty publications (ALEPH-separate db)faculty publications (ALEPH-separate db) statistical data (ALEPH-separate db)statistical data (ALEPH-separate db) ETDs (Digital Commons/DigiTool)ETDs (Digital Commons/DigiTool) digital collections (DigiTool)digital collections (DigiTool) course reserves (ALEPH-separate db)course reserves (ALEPH-separate db) research guides (LibGuides)research guides (LibGuides)
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1717
Scope of BC’s PrimoScope of BC’s Primo Remote: Articles/DatabasesRemote: Articles/Databases Federated search via MetaLibFederated search via MetaLib
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1818
Expanding “local” content
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 1919
Expanding “local” content
April 21, 2023April 21, 2023 ALA 2008 Midwinter Meeting, PhiladelphiaALA 2008 Midwinter Meeting, Philadelphia 2020
Primo past (Nov. ‘07): SuperSleuth *beta*
Feedback loop
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2121
Primo present: Holmes OneSearch
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2323
Quick look at Primo in action
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2424
Results de-duped and FRBRized
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2525
E-shelf with push to Web 2.0 services
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2626
Push to mobile device
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2727
Support for tagging
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2828
Local development: stack mapping
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 2929
Local development: recommender
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3030
usage stats: trendsusage stats: trends
93%
Jan 1 2009 – May 10 2998
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3131
usage statsusage stats
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3232
User feedbackUser feedback
A sampling (grad student):
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3333
A sampling (grad student):
User feedbackUser feedback
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3434
A sampling (staff):
User feedbackUser feedback
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3535
A sampling (staff):
User feedbackUser feedback
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3636
A sampling (staff):
User feedbackUser feedback
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3737
big issues so farbig issues so far
separate search tabs for local and remote separate search tabs for local and remote searchessearches understandable from technical standpointunderstandable from technical standpoint ……but users don’t know or care why but users don’t know or care why
remote search not fast, unpredictableremote search not fast, unpredictable understandable from technical standpointunderstandable from technical standpoint ……but users don’t know or care whybut users don’t know or care why
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 3838
Lessons learnedLessons learned Focus on user needs, not librarians’Focus on user needs, not librarians’ Redefining library search is easier for Redefining library search is easier for
users than for librarians users than for librarians We need more Java expertiseWe need more Java expertise Targeted locally developed add-ons Targeted locally developed add-ons
appear to be worth the investmentappear to be worth the investment Library technology landscape is changing Library technology landscape is changing
faster than we expectedfaster than we expected
Staff effort
Qualit
y
Good
Good enough
Lessons learnedLessons learnedAgree on the goal
Perfect
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 4040
Future?Future?
We’re comfortable with Primo for near We’re comfortable with Primo for near term (2-4 years)term (2-4 years)
Good alternatives available that we would Good alternatives available that we would be looking at if we were looking nowbe looking at if we were looking now VuFind (open source), AcquaBrowser VuFind (open source), AcquaBrowser
(commercial)(commercial)
Elephant in room (or at least on horizon) Elephant in room (or at least on horizon) is WCL—may be a game-changeris WCL—may be a game-changer
Whither (wither?) competition?Whither (wither?) competition?
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 4141
“This first step toward Web-scale, cooperative library management services connects your users’ search experience with library systems—today, that means WorldCat, your catalog, local availability and resource sharing. Soon, OCLC will take the next steps and pilot Web-scale delivery and circulation, license management, print and electronic acquisitions, and more.” [what else is there?]
Back to the future!Back to the future!
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 4242
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 4343
21 May 200921 May 2009 ARL Membership Meeting, HoustonARL Membership Meeting, Houston 4444
Thank youThank you
Questions?Questions?
url: http://bc.edu/holmesurl: http://bc.edu/holmes
contact: [email protected]: [email protected]