How we FindIt@Bham using Primo Breakout session: 11.51

1. The 2013 International Group of Ex Libris Users (IGeLU) Conference How we FindIt@Bham using PrimoBreakout session: 11.51 Stephen Bull (Library Services) & Edward Craft (IT Services) University of Birmingham Monday 9th September 2013

2. Outline • Context • Why a discovery solution • Implementation of Primo • Customisation of Primo • Customisation of Primo from a technical perspective • Impact

3. 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)

4. 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 + + + + University of Birmingham (2013b) iStock photo iStock photo Kristykay22 (2005) Resource Discovery Service Library Content Programme Reading List Solution Library Management System New Main Library

5. Our Relationship with Ex Libris

6. Why a Discovery Solution? Gerlos (2008) Number 10 (2012)

7. Resource Discovery at Birmingham

8. Primo Implementation in a Nutshell 2012

9. Project Team

10. The Look and Feel of Primo

11. The final design

12. Naming Primo • Staff competition • 40 suggestions • Winner: FindIt@Bham

13. The final design

14. 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 August Nina Matthews photography (2010)

15. 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)

16. Customising Primo from a technical perspective

17. 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.

18. 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.

19. 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.

20. 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.

21. Level One : “Simple” HTML / CSS. • ‘Static’ changes. • Safe from SP updates, a lot can be achieved • Firefox/Inspect Element makes it easier!

22. Level Two : JavaScript • For advanced users • Reliant on ExLibris HTML design • eg. Login prompter

23. 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';

24. 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);}

25. Level Two : JavaScript • Ideasbrief.html • Appears after each page of results. • Can be used for static text or, with JavaScript, dynamic.

26. Level Three : Changing ExLibris’ code. • Don’t!!! • (But we still did)

27. Level Three : Changing ExLibris’ code. • Don’t!!! • (But we still did) • eg. Find Databases

28. Level Three : Changing ExLibris’ code. • Not supported. • Back up before AND AFTER!! Error.jsp Error.jsp.20130218ejc Error.jsp.20130401ejc Error.jsp.20130614mpm Error.jsp.current • Needs to be reapplied after every SP.

29. Ongoing Process... • 2012 = Primo • 2013 = Verde/Aleph • 201? = ALMA? • 20?? = ??

30. Impact

31. Impact

32. “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”* “As a PT student I am mainly working from home and self-directed, but the online library facilities are superb.”** “Access to online library is fantastic”* ** Postgraduate Taught Experience Survey (PTES), 2013 **Postgraduate Research Experience Survey (PRES) , 2013

33. Questions? Balin (2006)

34. Photo Credits • 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).

35. FindIt@Bham: http://findit.bham.ac.uk Steve Bull s.a.bull@bham.ac.uk Tel: +44 121 414 4206 Ed Craft e.j.craft@bham.ac.uk Tel: +44 121 414 5847