Slide 1

How we FindIt@Bham using Primo Breakout session: 11.51 Stephen Bull (Library Services) & Edward Craft (IT Services) University of Birmingham Mon day 9 th September 2013 The 2013 International Group of Ex Libris Users (IGeLU) Conference Slide 2 Outline Context Why a discovery solution Implementation of Primo Customisation of Primo Customisation of Primo from a technical perspective Impact Slide 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) Slide 4 Context The University is investing in the library and its systems: Combined, these investments will allow Library Services to better support the Universitys 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) + + ++ Slide 5 Our Relationship with Ex Libris Slide 6 Why a Discovery Solution? Gerlos (2008) Number 10 (2012) Slide 7 Resource Discovery at Birmingham Slide 8 Primo Implementation in a Nutshell May JunJulAugSepOct 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 Slide 9 Project Team RoleFull Time Equivalent (FTE) on Project IT Services Implementation Manager0.1 Digital Library Specialists0.7 & 0.2 Library Services Project Manager0.5 Metadata Rep0.2 Serials / eResources Reps2 x 0.2 Library Customer Support Rep2 x 0.2 Subject Librarian Reps2 x 0.2 Slide 10 The Look and Feel of Primo Slide 11 The final design Slide 12 Naming Primo Staff competition 40 suggestions Winner: FindIt@Bham Slide 13 The final design Slide 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) Slide 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) Slide 16 Customising Primo from a technical perspective Slide 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. Slide 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. Slide 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. Slide 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. Slide 21 Level One : Simple HTML / CSS. Static changes. Safe from SP updates, a lot can be achieved Firefox/Inspect Element makes it easier! Slide 22 Level Two : JavaScript For advanced users Reliant on ExLibris HTML design eg. Login prompter Slide 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'; Slide 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);} Slide 25 Level Two : JavaScript Ideasbrief.html Appears after each page of results. Can be used for static text or, with JavaScript, dynamic. Slide 26 Level Three : Changing ExLibris code. Dont!!! (But we still did) Slide 27 Level Three : Changing ExLibris code. Dont!!! (But we still did) eg. Find Databases Slide 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. Slide 29 Ongoing Process... 2012 = Primo 2013 = Verde/Aleph 201? = ALMA? 20?? = ?? Slide 30 Impact Slide 31 Slide 32 Access to online library is fantastic* As a PT student I am mainly working from home and self-directed, but the online library facilities 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 Slide 33 Questions? Balin (2006) Slide 34 Balin, J.V. (2006) Unknown_blue. Available from: http://openclipart.org/detail/973/unknown_blue-by-jean_victor_balin [Accessed 28 June 2012] http://openclipart.org/detail/973/unknown_blue-by-jean_victor_balin Gerlos (2008) Binoculars Portrait. Available from: http://www.flickr.com/photos/12033805@N00/3119891607 [Accessed: 12 August 2013]. http://www.flickr.com/photos/12033805@N00/3119891607 Kristykay22 (2005) 1988 Reading List, Part 1. Available from: http://www.flickr.com/photos/99651925@N00/63408870/. [Accessed: 12 August 2013]. http://www.flickr.com/photos/99651925@N00/63408870/ 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].http://www.flickr.com/photos/21560098@N06/4848880460 Telling, J. (2006) Thumbs up. Available from: http://www.flickr.com/photos/44124473769@N01/292642699 [Accessed 28 June 2012] http://www.flickr.com/photos/44124473769@N01/292642699 University of Birmingham (2013a) My.Bham. http://my.bham.ac.uk [Accessed 08 September 2013]http://my.bham.ac.uk University of Birmingham (2013b) Library. http://www.birmingham.ac.uk/community/building/library.aspx [Accessed 5 September 2012]. http://www.birmingham.ac.uk/community/building/library.aspx Images from Open Clip Art Library (http://openclipart.org), iStock Photo (http://www.istockphoto.com)http://openclipart.orghttp://www.istockphoto.com or via Creative Commons from Flickr (http://www.flickr.com) andhttp://www.flickr.com Wikimedia Commons (http://commons.wikimedia.org).http://commons.wikimedia.org Photo Credits Slide 35 FindIt@Bham: http://findit.bham.ac.uk 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