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The Ex Libris Merger and The Future Picture

The Ex Libris Merger and The Future Picture. A Presentation for ICOLC Susan Pastore Vice-President, Sales Ex Libris Inc. April 23, 2007. Agenda. Exciting news! Our community grows Changes in company structure: who, why, and what does it mean? Product update Summary.

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The Ex Libris Merger and The Future Picture

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  1. The Ex Libris Merger and The Future Picture A Presentation for ICOLC Susan Pastore Vice-President, Sales Ex Libris Inc. April 23, 2007

  2. Agenda • Exciting news! • Our community grows • Changes in company structure: who, why, and what does it mean? • Product update • Summary

  3. Ex Libris at a Glance BusinessSoftware solutions for library resources CustomersMore than 4,000 academic institutions worldwide Presence 63 countries, 8 subsidiaries and offices, 16 distributors Locations Corporate HQ – Jerusalem,North American HQ – Boston Staff 400+ professionals worldwide Revenues $66 million (2006 E), $70 million (2007 E) profitable Ownership Francisco Partners 100% ownership

  4. Same focus, additional products Ex Libris is a world leader in software solutions formanaging academic and e-content library resources

  5. 126 1,428 1,895 521 Global distribution of clients Europe North America Asia 166 Africa Central and South America Australia and New Zealand 8 Rest of the World

  6. New owners: Francisco Partners • Who are they? • A leading, technology-focused global private equity firm • What do they do? • Accelerate business growth in mature IT companies • Create value through strategic insight • What do they offer? • US$ 5 billion in committed equity capital • Unique network of strategic resources

  7. More customers—more staff, more office space • 400 employees, worldwide • New facilities in Chicago, London, and Hamburg • More office space at headquarters

  8. Select Customers Consortia

  9. Select Customers National Libraries The British Library The Royal Library of Sweden The National Library of Mexico National Library of Chile Austrian National Library (ANL) The Russian State Library The National Library of China

  10. Our new community includes… • 9 of the top 10 universities in the world • 39 of the top 50 universities in the world Source: Newsweek International The Top 100 Global Universities 2006 • 69 of Europe’s top 100 universities Source: Institute of Higher Education Shanghai Jiao Tong University Academic Ranking of World Universities 2006 • 31 of the top 50 technology universities worldwide Source: Times Higher Education Supplement World University Rankings 2005 • 45 of the top 50 North American universities • Over 75% of ARL (Academic Research Libraries) membersin North America are Ex Libris customers

  11. Customer Base – North America • Total number of institutions: 1,890 • Number of customers per product: • ALEPH = 408 institutions • Voyager = 1023 institutions • MetaLib = 699 institutions • SFX = 916 institutions • DigiTool = 58 institutions • Verde = 98 institutions • Primo = 33 institutions

  12. Customer Mix – North America • 94 libraries are members of the Association of Research Libraries (ARL) – which is 76% of the ARL membership • Over 50% of our customers are members of a shared system

  13. Growing product portfolio Primo (2006) Verde (2005) Company Evolution MetaLib (2001) ALEPH 500 (1997) Voyager (2006) Journals Onsite (2006) DigiTool (2002) SFX (2000) Time

  14. Product Portfolio Name Type Partners

  15. The new Ex Libris product suite-migration plans • Ex Libris will continue to support, develop, and sell ALEPH 500 and Voyager • Our product implementation team will perform the following migrations: • Details regarding migration timeframes should be discussed with your local office • Ex Libris will continue to support all customer products until migration is final LinkFinder Plus SFX ENCompass MetaLib Meridian Verde Curator DigiTool

  16. The new Ex Libris product suite-migration plans • Existing Encompass licenses are being exchanged for Ex Libris product licenses • Data migration tools exist now for LinkFinder Plus, Encompass for Resource Access and Discovery Resolver • Data migration tools are being written as required—Curator and Meridian • Maintenance agreement costs are being held, as is • Migration cost is limited to training and knowledgebase costs, if applicable

  17. Upcoming Release ALEPH version 19: November 2007 • Improve TCO • GUI-based configuration for ALEPH setup tables • Batch processes • Staff permissions • Redesign course reserve functionality (within GUI) • Enhanced SRU support • Enhanced RFID integration with staff user client • SMS server connectivity • ALEPH publishing module, including: • Publishing to Google • OAI-PMH enabling enhancements • Enhanced X-Services

  18. Upcoming Releases • Version 6.5 (imminent) and 7.0 (Q4 2007) • Addresses priorities from 2006 enhancement process • Updated WebVoyage interface “look and feel” • Enhanced electronic invoicing/ordering support • Extended SIP/NCIP capabilities • Integration with Primo and Verde

  19. Recent ReleaseVersion 4.0 • ‘Clustering’ of search results via Vivisimo • User interface: compliance with accessibility guidelines; ease of local customization • Integration with other applications: MetaLib/Primo integration; enhanced X-Server API; deep-linking in consortial environment • Infrastructure: support for OS and Oracle upgrades; improved performance; support for Web-based proxies and searching via proxy • KnowledgeBase expansion initiatives

  20. Upcoming ReleaseVersion 3.00 • SUSHI statistics retrieval and usage data manipulator • ERM advanced reporting abilities • SFX A-Z list (will also be available for SFX v3) • Advanced searching and search set manipulation • CJK search, sort, and display • Audit trail – transaction and financial history • Feedback from trial usage written directly to e-product

  21. Upcoming Release Version 4.00 • New technology platform-Oracle, Java, J2EE, Linux, SOLARIS • Tighter integration with Verde ERM system • Single knowledgebase shared by SFX and Verde • Enhancements to the administration interface, including task-based Wizards: intuitive, workflow-oriented • Further integration of print holdings (loaders, plugIns) • Availability in Q1 2008

  22. DigiToolUpcoming Release Version 3.5: Q2 2007 • Integration with external persistent identifier methods (e.g., DOI, URN and handle) • Support for object and metadata version control • Enhanced METS capabilities • Extended support for metadata (PREMIS, VRA, MODS) • Extended support for repository information exchange (e.g., OAI-PMH and ALEPH) Beyond version 3.5: • Specialized applications based on existing infrastructure • Enhanced preservation functionality

  23. General Release Version 1.0 Q2 2007 • Discovery and Delivery • Publishing platform • Pipes for different data sources, e.g., ILS (ALEPH,Voyager and others) and digital repositories • Normalization and enrichment (including de-dup and FRBR) • Advanced search features including “did you mean”, ranking, faceted browsing, and much more • Social computing • Administrative tools • Web services

  24. Libraries Operate in a Transitional Environment • A digital revolution % of expenditure on e-resources

  25. Growing emphasis on economics Institutions competing on students and researchers Do more with less Globalization Competition and collaboration beyond traditional local/academic boundaries Google Scholar, Book Search Open Content Alliance (OCA) Million Book Project, etc. Libraries Operate in a Transitional Environment

  26. Multiple Paradigm Shifts New Types (e.g., Datasets) Electronic/Digital Format Print Pay Per Use Subscription Acquisition Model Owner-ship Chapters & Articles Books &Journals Granularity Bundles

  27. … and the Users shift, too • A generation that grew up with iPod, video games, cell phones, online communities… redefines user expectation • Users view themselves not just as consumers of information but also as creators (research material, course material, reviews, blogs, etc.) • Libraries need to adjust their services help institutions better serve the user “Our users expect simplicity and immediate reward and Amazon, Google, and iTunes are the standards against which we are judged. Our current systems pale beside them.” Final report, December 2005, prepared for the University of California by Bibliographic Services Task Force

  28. Reality is that for the next 5-10 years libraries will continue to operate in a complex, heterogeneous environment. As much as we would like to make it simple… Chapters & Articles Print Subscription Pay Per Use New Types (e.g., Datasets) Books &Journals Bundles Electronic/Digital Ownership

  29. EbscoHost Science Direct Nature Verde SFX ILS Digitool ALEPH Linking Metasearch MetaLib ERM D- Repository Physical collections Electronic collections Electronic collections Electronic collections Digital collections Books, journals, etc. IRs, images, etc. e-journals, e-books, databases, etc. Under library control (mostly local) Not under library control (remote) The big picture • Back-end functions: • ACQ,Serials, Circ,… • Back-end functions: • Ingest, Delivery,.. • Back-end functions: • KB-linking, licenses, … • Resource Discovery • OPAC • Metasearch; linking;

  30. Science Direct EbscoHost Nature Digitool Verde MetaLib SFX ALEPH Physical collections Electronic collections Electronic collections Electronic collections Digital collections Books, journals, etc. IRs, images, etc. e-journals, e-books, databases, etc. Under library control (mostly local) Not under library control (remote) Google The bigger picture MSN Portals E-research Learning LMS/CMS E-research • Back-end functions: • ACQ,Serials, Circ,… • Back-end functions: • Ingest, Delivery,.. • Back-end functions: • KB-linking, licenses, … • Resource Discovery • OPAC • Metasearch; linking;

  31. Library Challenges and Opportunities 1. Address shifting needs of a changing user community 2. Reduce cost of operations while increasing value to customers 3. Leverage collaboration and economies of scale 4. Extend services and business to new domains 5. Legacy technology

  32. Ex Libris Strategy #1: The End User Provide a system and services that enable libraries to expose content and services to users where & when they need it and in the way they expect it

  33. Front -end Databases ProQuest EBSCOHost Back-end Journals Digital Repositories Knowledge Bases ILS Repositories ALEPH DigiTool Verde Sakai Voyager DSpace SFX BlackBoard Institutional Websites Internet Services Unicorn TV News CMS/LMS MetaLib Moodle Google Scholar … … … … Institutional External New Architecture: Decoupling the User Experience from Back-End Systems Primo: Discovery & Delivery Metasearch Primo repository

  34. Ex Libris Strategy #2: Unified Resource Management Provide unified solutions for the management of scholarly content irrespective of format and acquisition type, facilitating library-wide processes, procedures, and systems, removing redundancies and inconsistencies, and enabling libraries to leverage best practices while reducing TCO

  35. Physical Assets (1980’s) Physical ++e Add-ons (1990’s) The Evolution of Library Systems Decoupled architecture enables libraries to revolutionize the front-end while continuing the back-office evolution Electronic/Digital Assets (2000’s) User Experience (2006) Unified Resource Management (future)

  36. Ex Libris Strategy #3: Collaboration Provide solutions that enable libraries to utilize varying models of cooperation and resource-sharing to better serve the user, increase efficiencies, and reduce the cost of operations

  37. 50%+ of Ex Libris customers in North America are consortium members Decoupled architecture enables back-end collaboration with front-end differentiation MetaLib Portals Primo Scopes: configurable options for scoping the domain of search (e.g., local/national, medical, scientific) Primo Views: enables custom configuration of the user interface and scope of search Providing a Platform for Collaboration

  38. Libraries are best equipped to provide “the last mile” services to users Require systems that support flexible and varying degrees of collaborations on different dimensions The Local Library is Not Going Away • The definition of “last mile” can be different for each library • From as simple as a circulation desk to ownership and servicing of unique local repositories • Must balance the need to collaborate and the desire to differentiate

  39. Strategy #4: From Library to ‘Librarisher’ Help libraries transition to a new role as the facilitators of knowledge creation through multi-level interaction between user and information

  40. Global Regional Local Digital Print Electronic Add VALUE to the Knowledge Creation Cycle Facilitate the publishing and creation of collections (in addition to discovery and access)

  41. For Example: Research and Learning Needs • E- Learning • Creation and acquisition of digital learning content • Institutional Repositories • Creating electronic archives of working papers, articles (pre-prints, post-prints, published versions), theses and dissertations, conference proceedings • E-science • “In next 5 years E-science projects will produce more scientific data than has been collected in the whole of human history” (Tony Hey) • Institutional vs. disciplinary lines Huge problems in collecting, organizing, describing, archiving, disseminating and sharing data

  42. Strategy #5: From Legacy to Relevancy • Build a flexible system based on function not on products • From administration-centric to user-centric • Meet the business needs by protecting investments and offering incremental transition • Emphasis on inter-operability to other sub-systems • Solution based on latest technology and industry standards (Oracle, J2EE, Web Services, etc.)

  43. Global Regional Local Digital Print Ex Libris is the only provider ofend-to-endsolutions that address the complete spectrum of functionality and resources required by libraries Electronic

  44. Primo: a step towards the future • Primo is the Ex Libris solution to address current and future user expectations and library needs: • Focusing on user-centered design • Delivering services at the user’s point of need • Capitalize on the richness found in its catalogs and repositories • Consolidate print collections, electronic resources, and digital repositories (Ex Libris’ and 3rd party!) • Primo is a key component in our overall strategy for the next generation of research solutions

  45. Primo Search Screen

  46. Addressing user needs • Enables institutions to define the level of discovery relevant to the user • Primo Scopes: configurable options for scoping the domain of search (e.g., local/national, medical, scientific) • Primo Views: enables institutional configuration of the user interface and scope of search in a multiple-institutional setup (e.g. consortia) • Meet the users where they are: enables integration of discovery and delivery into the user context • e.g., CMS/LMS, portals

  47. Built with the library and university in mind • Leverages existing systems with a built-in platform for harvesting local data • Enables easy integration with local infrastructure and services • e.g., authentication and authorizations of users, ILS and other delivery systems • Supports library standards • e.g., MARC, OAI-PMH, OpenSearch, OpenURL, SRU/SRW, Z39.50

  48. The Publishing Platform • Harvesting • Harvests the source records from multiple sources • Print, digital, and electronic resources • Out-of-the-box pipes • Various ILS (ALEPH, SirsiDynix Unicorn, …) • Generic MARC, SFX KB, MetaLib KB, DigiTool • Generic Dublin Core, PNX (Primo Normalized XML), and more • Efficient methods for incremental updates • Availability status • Bibliographic information

  49. The Publishing Platform (cont.) • Normalization & Enrichment • Creates the Primo Normalized XML records (PNX) • Enriches the source data • Detects duplicates and creates FRBRized groups • Admin Center • Set-up, configuration, customization • Ongoing tasks: scheduling and monitoring • Wizards to accomplish this and XML

  50. Primo’s Admin Center

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