How we FindIt@Bham using Primo

hopeacceptableSoftware and s/w Development

Oct 28, 2013 (3 years and 7 months ago)

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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


Outline


Context



Why a discovery solution



Implementation of Primo



Customisation of Primo



C
ustomisation 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 B
enchmarking

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 August


Nina 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.jsp

Error.jsp.20130218ejc

Error.jsp.20130401ejc

Error.jsp.20130614mpm

Error.jsp.current



Needs to be reapplied after every SP.



Ongoing

Process...



2012 = Primo


2013 = Verde/Aleph


201? = ALMA?


20?? = ??


Impact

Impact

0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
Number of visits per month

Month

eLibrary
FindIt
“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

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