Copyright UEA JIBS User Group Workshop: 13 November 2008 Narrow or Broadsearch? Introducing Ex...

Copyright UEA

JIBS User Group Workshop: 13 November

2008 Narrow or Broadsearch? Introducing Ex Libris's Primo interface at UEA Library

Sarah Elsegood

Arts and Humanities Faculty Librarian

and Primo Project Team

University of East Anglia, Norwich

(01603) [email protected]

13 November 2008 JIBS Workshop

Contents

1. What is Primo?

2. Why Primo? At UEA?

3. Project implementation

4. Interface – main features

5. What do our users think?

6. Impact on IL skills teaching?

7. Future developments


1.What is Primo?

Primo is a one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.

Library Catalogue + Digital repository

UEA e-resources

Digitool: UEA’s digital repository


2. Why Primo?

evidence that users prefer other search, retrieval and delivery services, such as Google

users prefer quick easy intuitive interfaces

relevance ranking is popular

improved aesthetic experience

Primo offers access to the high quality content through an attractive interface

Web 2.0 functionality


Why Primo at UEA?

Invitation to join Ex Libris Charter Members Programme and be involved in working closely with the system provider to develop the product from the outset

“institutions that share Ex Libris’ vision and strategic direction and that have shown a strong and abiding interest in defining and influencing the

future of library information systems”.

Experience of using other Ex Libris products including Aleph OPAC, MetaLib, SFX, and purchase of Digitool


3. Project implementation:

2007-2008

Head of Library Collections

Library Systems Librarian

Senior Library Assistant (Systems)

Library Systems Developer

Database and Applications Support Team Leader

Faculty Librarians: Humanities, and Health


Front-end/Search Node 1

Front-end/Search Node 2

Load Balancer

Back- Office / Publishing

Aleph

Oracle

Staging Server

NFS

Shared Index Storage (30 Gb)

SAN

Oracle Data plus BO / publishing storage

NFS

Publishing Platform Storage (60 Gb)

UEA Primo Servers

SAN

Oracle Data for Staging Server

OAI output from DigiTool1a

2

1b

3

4

5

6


Synchronization of Primo with other Ex Libris services – Aleph OPAC and Digitool

Broadsearch pipes run at these intervals daily to pull in Aleph data;Mon - SunHourly from 9.30am to 22.30pm

Broadsearch pipes run at these intervals daily to pull in Digitool data;Mon - SunOnce a day at 12.44pm

The data is published on Aleph at the following times;Sun - FriHourly from 09.50am to 22.50pmSaturdayHourly from 11.00am to 20.00pm

Indexing / didumean / hotswapping takes place daily at 12.00pm and 20.00pm


4. Interface



Books, etc: Facets, icons and availability and Frbrization


Integration with Aleph OPAC


FRBRization of similar records


Accessing e-books


Locating print and e-journal titles



Articles, etc: Searching e-resources




SFX linking to UEA-subscribed content


MetaLib @ UEA


Primo Focus Group: June – July 2008 using Blackboard VLE blog



Embedding Primo in UEA portal


Primo and OPAC usage Autumn Semester22 September 2008 - 9 November 2008

Number of searches

010000

2000030000

4000050000

6000070000

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7

Books, etc.

Articles, etc.

OPAC


5. What do our users think?

We asked for 3 types of response:

I particularly liked…It would be good if perhaps it could…The following needs improving…Any other comments

Users were asked to indicate status: e.g. undergraduate, taught postgraduate, etc.Feedback was also sought on the interface welcome screen


User feedback

Aaaaargh confusing! What on Mars was wrong with the other interface?!

UselessBrilliantRefine searches is a great feature that helps with researchInterface, looks modern and up-to-date (until I click through to

a catalogue card). RSS support is great - but it's missing a new books by subject

feature.I particularly liked that I can see availability and signature code

on the first page of the entry page but I still need to do an extra click - why not put it on the main listing?

I've had quite a bit of trouble getting my students to search anything other than JSTOR because of the difficulty they find in the interfaces - Primo looks like it might solve that problem - it's much more intuitive (AMS lecturer)


User feedback

Ditch the old catalogue interface entirely. It is completely unsuitable to 2008 and frankly an embarassment [sic] as an information processing interface in a modern institution. There's no need for multiple card displays that make sense to a librarian but not a library user.

Opening some links in new windows unpredictably makes browsing a rather unpleasant experience.

It would be nice if I could add multiple items to eShelf from the search interface!

It would be good if it could have a 'cite it button', transforming the entry info into a correctly formatted citation in, say, the 3 main citation styles?

This is definitely a step in the right direction - too bad most of the user interface changes are at least 2 years out of date.

How can you spend money on a system that does not export directly to EndNote and does not support Zotero via the COinS format?


Information Services staff feedback

Appearance of front page user-friendly and colourfulI liked the fact that you can enter a search term and

switch between tabs without re-entering the search I liked article searching – seems easier than MetaLibOverall v. good and relatively easy to use. I am often

put off by new things like this. Wasn’t scary!I particularly liked the way it told you if a book was on

loan or notUser-friendly, easy to find what you need quicklyEasy to use. Lots of information. I like it a lot!Visually it is fairly easy on the eye and not too cluttered The speed of opening up the Library Catalogue needs

improving when click on “Get It” link


6. Impact on IL skills teaching?

Advice needed on constructing search strategies, selecting appropriate keywords, refining searches

I deliberately did less teaching of how to use the system to test how intuitive it really is

Users need help in evaluating the results and refining searches

Users strayed into Articles, etc. searching without realising what it was

Broadsearch provided a useful starting point for teaching database searching. Students move on to MetaLib and the full range of e-resources after first searching a smaller sub-set using Articles, etc. tab


7. Future developments?

IGeLU Steering Committee focus group 2008 looked at identifying developments that would allow Primo to replace Aleph OPAC

Harvesting of data directly from database publishers?Combined local and remote search option? Further improvements with web 2.0 functionalityFrbrization developmentsPrimo module leaderPrimo user group and mailing list


References:

Ex Libris Primohttp://www.exlibrisgroup.com/category/PrimoOverview Accessed: 5 November 2008

Lewis, N (2008), Implementing Ex Libris’s Primo at the University of East AngliaAriadne 55

<http://www.ariadne.ac.uk/issue55/lewis/>

Accessed: 5 November 2008


Other Primo Charter Programme Libraries:

Boston College (Holmes One Search: Research made Elementary)http://agama.bc.edu:1701/primo_library/libweb/action/search.do?vid=CLEAN&fromLogin=true&fromLogin=true

Iowa State University (e-Library)http://www.lib.iastate.edu/

University of Iowa (Smart Search)http://smartsearch.uiowa.edu/primo_library/libweb/action/search.do?vid=uiowa&fromLogin=true

University of Minnesota (MNCat plus)http://prime2.oit.umn.edu:1701/primo_library/libweb/action/search.do?

Vanderbilt University (DiscoverLibrary)http://discoverlibrary.vanderbilt.edu/

Pilot phase:Royal Danish Library, Copenhagenhttp://primo-7.kb.dk/primo_library/libweb/action/search.do?&vid=KGL&reset_config=true

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