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
Outline Context
Why a discovery solution
Implementation of Primo
Customisation of Primo
Customisation of Primo from a technical perspective
Impact
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)
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)
+ ++ +
Our Relationship with Ex Libris
Why a Discovery Solution?
Gerlos (2008)
Number 10 (2012)
Resource Discovery at Birmingham
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
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
The Look and Feel of Primo
The final design
Naming Primo
Staff competition 40 suggestions Winner: FindIt@Bham
The final design
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)
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)
Customising Primo from a technical perspective
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.
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.
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.
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.
Level One : “Simple” HTML / CSS. ‘Static’ changes.
Safe from SP updates, a lot can be achieved
Firefox/Inspect Element makes it easier!
Level Two : JavaScript For advanced users Reliant on ExLibris HTML design
– eg. Login prompter
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';
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);}
Level Two : JavaScript Ideasbrief.html
– Appears after each page of results.– Can be used for static text or, with JavaScript, dynamic.
Level Three : Changing ExLibris’ code. Don’t!!! (But we still did)
Level Three : Changing ExLibris’ code. Don’t!!! (But we still did)
– eg. Find Databases
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.
Ongoing Process...
2012 = Primo 2013 = Verde/Aleph 201? = ALMA? 20?? = ??
Impact
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
“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
Questions?
Balin (2006)
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
FindIt@Bham:
http://findit.bham.ac.uk
Steve [email protected]
Tel: +44 121 414 4206
Tel: +44 121 414 5847
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