Draft program

The following proposals have already been accepted for IGeLU 2019. Some proposals are still undergoing review.

Our conference theme is: “Driving Change, Creating Value… Together“. You are invited to submit a proposal via Proposalspace.com at https://proposalspace.com/calls/d/968

  1. A national library perspective on Alma

    Ex Libris offers “Cloud-based solutions for Higher Education”, but what if your library is not in the business of higher education? How does Alma, with its focus on academic libraries, support the business of a national library? The National Library of New Zealand collects and preserves the documentary heritage of New Zealand, making it accessible to current and future generations. We create the authoritative record for the national bibliography and do a lot of original cataloguing. We face a deluge of digital content and an avalanche of analogue resources. The library went live with Alma in August 2016 and immediately faced challenges adapting to a product built for academic libraries. Since then we have also found opportunities to be creative in our approach to tackling the deluge and the avalanche. I will share examples of the challenges and opportunities we have as a national library using Alma in conjunction with Primo and Rosetta.

  2. Adding value for faculty and students

    USQ Library took a fresh approach to implementation of both Alma and Leganto in 2018 and 2019. By fully exploring the potential of working with systems and groups outside of the library eco-system, the project team was able to deliver a value added experience with several initiatives which we believe to be new and innovative. By focusing the Alma implementation on student experience and aiming to encourage and support positive behaviour, the team was able to bring fresh approaches to lending which have had a dramatic impact. When implementing Leganto, the focus was on improving the experience for faculty members and for students. With this service focus, the team was able to work with the University’s course specifications process, and with the learning management system course rollover process, to deliver a pre-populated basic reading list for all courses with no intervention required by faculty.

  3. Adventures in Primo Boosting: Exploring the black box and demystifying search results

    Primo is one of many tools available to discover content, and it’s one of the few which libraries have some power to control. Primo needs to be many things: a starting point for a first year undergraduate, a deep exploration for a seasoned researcher, and a quick access pathway for all. Each user may have very different needs and expectations from their top Primo results. How do we really know how effective Primo is for each user when the results can seem to be drawn mysteriously from a magical ‘black box’? This presentation seeks to demystify the box by analysing the top 100 searches in 2017 and 2018 for the University of Queensland Library, by Popular Search subject area in Primo Analytics and also Google Analytics. It will cover assessment of raw data findings, analysis of results grouped by known item versus topic searches, exploration of the available boosting options, as well as detailing successful and unsuccessful attempts to improve ranking outcomes.

  4. Beyond the numbers: creating actionable data using Alma Analytics dashboard

    The changing role of library print collections requires that we use data to improve weeding, relocating and withdrawing. This presentation will show how the UoA LLS has used the Alma Analytics dashboard as a visualisation tool which enables collection managers to make data-driven decisions.
    Following the implementation of the new Service Delivery Model, library processes and spaces required huge reshaping in a short period. Quick answers had to be found to questions, including: which titles support current teaching and learning activities; which were used in the past but are no longer relevant and how many are duplicated in different locations?
    The presentation will show the dashboard which has been created to help our collection team to analyse data, model different scenarios, and present them to stakeholders. It will also look at restrictions we overcome to create optimised actionable lists.
    The presentation will conclude with an overview of lessons learned and future directions.

  5. Confronting User Behavior Head-On: How Ex Libris Direct Integration Helped

    In an ideal world, if every user of every library knew to start their journey at the library, access to all resources from the library could not be easier. Integrated Library Systems, such as ALMA, serve as the central knowledgebase of print and electronic resources and Primo and SFX have long ensured easy, seamless access.
    We all know however, that we are not living in an ideal world. As users’ expectations, research patterns and experiences have continued to evolve, we can no longer rely on them to reach out to the library if they encountered a barrier and causes the role of the library in a users’ workflow to diminish. This forces the library to change their ways and adapt to the change in users’ behavior.
    In this session, we will investigate how browser extensions, such as Library Access, can help libraries create additional significant value, from the data they are already maintaining. We will look at how utilizing systems, with Open APIs and standard compliant responses, can help in confronting user behavior and puts the library back into the users’ workflow. Because of direct integration capabilities, technology innovators can now make it so much easier for libraries to serve their end users without fussing over figuring out the technology.
    With how easy it was to integrate the extension with SFX, ALMA and other knowledge base systems and access solutions, users are able to get the resources they need without a change in their behavior. No more needing to ‘figure out’ how the library works or ‘pull’ the information from a system, instead, they are being presented with the information/resource when they need it wherever they need it.

  6. Content Panel Discussion

    Ex Libris’s acquisition by ProQuest in 2015 has had an influence on Content operations (new approaches, consolidation of the different KBs and indexes, reorganization of Content teams, etc.). In the last few years, lots of changes has impacted library staff involved in content updates and operations: Alma has gained market share, replacing SFX for many institutions, and has become compatible with Summon, Electronic Collection contribution process has been deployed, KBART automation has been introduced, Institutional Repository Program has been reactivated, PCI Activation widget was redesigned, Content Corner sections on the Knowledge Center provide more information that in the past, etc. Moreover, the new Ex Libris Provider Zone and the new Central Discovery Index are now in the last steps of development. All these changes will form a background for this panel discussion, but it will go beyond that and include experiences from customers who are involved with electronic resources management.

  7. Contributing to Community Knowledge

    Last year at IGeLU, Ex Libris announced the Community Knowledge section of their Knowledge Center. After a year of experience, what is it, why do we care, how can we use it, what are best practices for creating content?
    This presentation will provide some background of Ex Libris’s history with community knowledge and examples of the content which has been contributed, including different use cases (including how the CK is being used by the Analytics Working Group). Best practices for content will be proposed — some personal opinions and some recommendations from Ex Libris. Future plans for community engagement will also be discussed.

  8. DIY for academics: a ‘how to’ guide for achieving self-management using Leganto

    In 2018 the University of Western Australia (UWA) implemented Leganto, transitioning from a reading list system that was completely library-managed to one which enabled academics to create and manage their own lists. At the end of our first semester with Leganto, 97% of reading lists were self-managed by academics. However, we had been initially doubtful whether self-management would be embraced, believing that time-poor academics would be reluctant to take on a more active role. In order to encourage academic staff, we developed a programme of training and promotion for the implementation of Leganto that resulted in levels of engagement that exceeded our expectations. This presentation will share how UWA achieved a high rate of self-management, why we were successful in gaining engagement with Leganto, and our lessons learnt. It will also provide insight into how Australian libraries are utilising Leganto, and their successes and challenges.

  9. Escape the dev bunker – Using User Experience (UX) techniques to migrate to the Primo new UI

    At the University of York Library we are increasingly using User Experience (UX) techniques to positively impact the experience of our students. Recently, we have carried out ethnographic fieldwork to effectively gather user feedback on our current (Classic) Primo interface, and to inform development of the new front-end as we migrate to the new UI.
    This presentation will provide an overview of UX methodology, describe some of the ethnographic techniques available, show how these can be applied across the physical and virtual space, then describe how we utilised them to better understand how our users wanted to use our Primo catalogue, and how Primo provided an ideal platform for UX-led development.

  10. Exploring Esploro

    This presentation will examine Southern Cross University Library’s experience of implementing the Esploro Research Services Platform as an early adopter. I will discuss the reasons we chose to move to Esploro, the expected benefits, the additional functionality and integrations with external services, some of which are touched on below.
    Esploro offers automatic capture of research assets via external web services, integrations such as Sherpa/Romeo and ORCID. Bringing the research services platform into the Library management systems provides more efficient workflows through automated triggering of Alma workflows. Esploro will integrate with our CRIS via open APIs providing enriched metadata and increasing efficiencies between the Office of research and the Library.
    I will discuss the challenges of migrating from a siloed system with no integrations with University systems to Esploroand the solutions we chose as a small institution, integration points, what has worked and what has not.

  11. Finding the right mix: How GOBI helps libraries to balance sustainable models in the digital era

    GOBI Library Solutions from EBSCO has nearly 50 years of experience partnering with libraries to develop streamlined workflows for their print and electronic monographic acquisitions. In this presentation, we will introduce libraries to GOBI Library Solutions advantages:
    Choice: more than 14 million print books from the main scholarly publishers and over 2.5 million eBooks, including 850,000 DRM-free titles, from leading publisher and aggregator platforms.

    • Simplicity: management all your acquisition workflows in one place through GOBI – our collection development interface.
    • Precision: deliver the right content at the right time through our highly detailed profiling services
    • Sustainability: balance and integrate the various acquisition models, including newly added support for EBA, through integrated workflows in GOBI
    • Customisation: a wide range of technical services to fulfil all your shelf-ready needs
    • Integration: our partnerships with the leading ILS vendors, including Ex Libris, allow for integration with the main systems such as Alma.

    We will also take the opportunity to update on our new service developments and forthcoming developments.

  12. From Aleph, SFX, and Verde to Alma: How We Survived 18 Challenging but Rewarding Months

    I will highlight what we learned migrating our data, managing a large scale project, and re-thinking library workflows and services when Harvard migrated from Aleph, SFX, and Verde to Alma. I will share both lessons and successes from our experiences at Harvard.

  13. Go hard or go home – rolling out Leganto at the University of Adelaide

    The University of Adelaide Library ran a Leganto pilot in Semester 2 2018 across 16 courses. On the strength of that success & with the encouragement of our partners in the University, the Library embarked on a full implementation across all Faculties for a Semester 1 launch in February 2019.
    We definitely decided to “go hard or go home”. To do this, we had very strong guiding principles: Build partnerships, no workarounds, do things just in time. We also had a very strong change agenda:
    Consolidate all Library course readings contact points to Leganto, Increase take up of Library services across the institution, Cement the Library’s role as key partner in teaching & learning.
    Less than 2 months into the implementation, we are managing more than 300 reading lists, making proactive, evidence-based purchasing decisions, supporting innovative uses of Leganto in teaching and have markedly improved our Copyright reporting capability. All accomplished without a huge team or special project funding.

  14. ILO Centenary: how the ILO Library made 100 years of history resurface by implementing Primo VE

    The Library of the International Labour Organization launched Primo in June 2016. Three years later we decide to switch to Primo VE. Why? Three challenges were the main drivers to change: the need of a dedicated view for ILO Publications and Officials documents; to enhance the discovery experience and to address pending issues from the first migration. This presentation will demonstrate the process of move to Primo VE in particular, the brainstorming of ideas, how feedback from users was embedded, and the authentication via single sign on, 3rd part integration, the pain points and accomplishments. This presentation also aims to highlight plans and ideas for future development.

  15. ‘It just needs to say unavailable’ – From API to DAT.

    In 2018, Imperial College London went through a major redevelopment to improve climate control on three floors. We had to make 36,000 books temporarily unavailable, and then return them as soon as the newly refurbished floors opened. Primo new UI only allows items to be displayed as either available or checked out. Due to these constraints, we worked on a series of different workarounds. However, at the time we could not make the scan it in API work in a suitable manner, so we re-engineered an offline configuration dat file instead. Although this helped us successfully complete this time sensitive project. It has created more work for us in creating weeding reports, SCONUL stats and triggering holds. Since this project, we have driven change by requesting the development of a third Primo availability status and refined the Scan it in API. Having gone through this experience, we want to share our knowledge. So that others can gain some value from our successes and mistakes.

  16. It’s all in the Data: Moving from Counter 4 to 5 for more consistent and actionable usage data

    Beginning with the release in January of the COP5 standard for Counter Stat data, NYU has been working toward adopting our E-Resource assessment program to take advantage of the new and richer metrics offered by this new format. Using a software program built with SQL Server and the accompanying suite of integration tools, NYU has created a data mart which automatically fetches and aggregates CS Five data from nearly 50 of our vendors by taking advantage of the new Json formatted data available by SUSHI API calls.
    In this presentation, we would like to demonstrate how importing this data into a unified data mart allows one to analyze use patterns of resources across multiple vendor platforms and to also compare print and electronic metrics. We accomplish this through the use of simple SQL queries that enrich the original CS 5 data by combining it with data from our OCLC WorldShare KBART data as well as other sources.
    Finally, by using Tableau as our reporting and visualization tool, we create dashboards that contain actionable data for use by our Library administration.

  17. Linked Data in Alma: URIs and BIBFRAME Conversion of MARC Tag 880

    Linked Data has emerged as a promising solution to transform library metadata creation and sharing. Globally unique identifiers, given in the form of URIs (Uniform Resource Identifies), are a key requirement for the effective dissemination of library data on the Semantic Web as well as for the conversion of legacy MARC records to Linked Data. The MARC format has been expanded to accommodate identifiers for a wide range of entities in bibliographic records. Bibliographic data in Alma has been enriched with URIs from various sources. In this presentation, two members of the Joint IGELU/ELUNA Working Group on Linked Open Data will highlight their findings on how URIs are handled in Alma comparing with the best practices by the PCC (Program for Cooperative Cataloging). The presenters will also discuss issues associated with converting MARC records with 880 parallel fields (particularly those related to access points) to BIBFRAME and share their preliminary thoughts on possible solutions.

  18. Make Primo VE a One Stop search for users

    The University of Manitoba Libraries migrated to Primo VE in December 2018. We set up the OAI importation so that Primo VE can harvest data from Libguides, DSpace, and Fedora. This way, when patrons make a search in Primo VE, they also get retrieve records that are originally from the other three platforms. Primo VE becomes a One Stop Search for the patrons. Besides, patrons also benefit from the features of Advanced Search in Primo VE as some of the external platforms might only provide basic search feature. This presentation will address how to import external data into Primo VE, including setting up normalization rules, creating import profiles, troubleshooting and some tips in managing delivery.

  19. Managing libraries from different organisations in one single Alma institution

    This presentation is about the Alma implementation at the Free University of Bozen-Bolzano (Italy). The Free University of Bozen-Bolzano moved to Alma as early adopter at the beginning of 2013, to Leganto in 2016 and in 2019 joined the Esploro early adopter programme. Since 2013 other libraries of the region migrated to Alma and nowadays libraries from different organizations are managed in one single Alma institution. Joining libraries serve research institutes, museums, schools and departments of the public administration and manage a wide range of materials from manuscripts to electronic resources.
    With the goal of reducing cost, bringing economies of scale and keeping the administration of the services simple and efficient it has been decided not to implement a network. Challenges and limitations in the management of user data and workflows within acquisitions and electronic resources management, as well as advantages for the business areas referring to resource management, fulfillment and analytics are discussed.

  20. Moving the goalposts: aligning project milestones to development schedules

    The implementation of a young system can be a double-edged sword. It provides the opportunity to influence the development of the product, but at the same time requires patience while the new functionality is developed. This new functionality provides opportunities for moving to the next stage of the implementation process, but when an enhancement is not fully functional upon release it can cause a roadblock in streamlining workflows and meeting the project milestones.
    When piloting, then implementing Leganto at Macquarie University we quickly learnt the evolving nature of this young system required adjustments to our plans and initial milestones. This presentation will discuss the agile and fluid nature of the Leganto implementation process and celebrate the milestones achieved and those yet to come.

  21. Predicting Student Success with Leganto: a “Proof of Concept” machine learning project.

    Commencing as an early adopter of Ex Libris’ Leganto product, Leganto was successfully implemented into the Curtin University community in 2016.
    In 2017 Curtin Library agreed to participated in an Ex Libris “proof of concept” project to investigate the correlation between students’ success and their Leganto activities. The aim of this project was to determine if it was possible to identify students who may be likely to struggle and, therefore, provide an opportunity for early intervention to help them succeed.
    This learning analytics project, using data mining and machine learning algorithms, is a digitally transformative investigation into whether a predictive model can be built that could play an important role in student retention efforts.
    This presentation will discuss the methodologies and findings of the “Predicting Student Success with Leganto” project conducted between Ex Libris and Curtin University Library.

  22. “Primo is broken, can you fix it?”: Converting anecdotal evidence into e-resource access solutions

    CQUniversity went live with Alma and Primo in late 2016. Over the next year, Library staff received many anecdotal reports of electronic resource access problems, particularly for off-campus users, but due to limited staff experience with Alma/Primo and time, the cause of these problems was not identified. A new librarian position was created in early 2018 primarily to investigate and fix electronic resource access problems. This presentation looks at the approach and methods used to identify linking issues and the strategies used to fix these problems. Issues identified include incorrect electronic service configuration (parsers, static URLs and proxy), problematic Primo behaviour, EBSCO authentication configuration, a faulty link resolver plugin and EZproxy configuration issues. Resolving the issues involved making internal system configuration changes as well as working with vendors, particularly Ex Libris and EBSCO, which is ongoing due to the complexity and scale of the problems.

  23. Primo Testing Best Practice Panel Discussion

    Bringing together Primo users from across the globe we will discuss the similarities and differences in our approaches to testing Primo regular releases. Discussions will range from topics such as accessibility, what you test and why, user experience, data driven decision making, and more.

  24. Primo VE Panel Discussion

    Primo VE is a new deployment of Primo that is adopted by a growing number of Alma customers, and that raises the curiosity of many more. In October 2018, a group of ELUNA and IGeLU Primo Working Group members had a workshop with ExLibris Primo Product Management to investigate and describe Primo VE from a customer perspective, and also to present recommendations for future development. The group’s report will form a background for this panel discussion, but it will go beyond that and include experiences from customers who have moved to Primo VE in the meantime. List of participants on the panel is provisional.

  25. Sailing to uncharted territory – Digitool to Alma Digital migration

    Over 6 months in 2018-2019, the University of Haifa Library migrated its digital collection from its former digital assets management system (Digitool) into a newly introduced ALMA Digital module.
    Our digital collection contains roughly 250,000 digital objects such as photos, documents, music files, video files, etc. in various file formats.
    The migration required a thorough planning of both the amount of material to be transferred to Alma Digital, as well as the timing of the process in order to achieve the most efficient project span.
    The practical and technical challenges of moving resources and workflows are discussed, with specific reference to the collaboration with Ex Libris’ Alma Digital team, which was essential to the success of the project.

  26. Student Perspective On Primo: Using Focus Groups to gather data

    Cal State East Bay is consistently ranked as one of the most diverse campuses in the United States. The presenters decided to talk with their diverse student body, especially first generation college students, to understand their experience with and reaction to Primo. Rather than observing students complete tasks, the presenters were interested in learning about the user’s perspective of the tool in terms of inclusivity and approachability.
    The presenters held focus groups of students in February 2019 to elicit reactions about Primo and presented those results at ELUNA in May 2019. Then, they implemented some changes and embarked on a two-tier assessment: 1) they followed up with the original focus group participants for their perspectives on the changes; 2) they held additional focus groups, both in person and online, to reach as many students as possible.
    The presenters will share the results of their follow-up study and inspire you to listen to students’ experiences.

  27. The European General Data Protection Rules (GDPR) and their implementation in the Berlin Alma/Primo

    Since Mai 2018 the new GDPR in Europe enters in force. The storing of personal data in Europe have to fullfill this rules.
    Starting with a short introduction into the main conditions of the GDPR, the presentation shows what the Berlin Alma Librarys do for in Primo and Alma sytems.
    The presentation will show minor problems as well, where ExLbiris is willing to solve them, so we can completely fullfill the GDPR.

  28. The rainbow spectrum of acquisition synchronization

    The libraries at Tel Aviv University migrated to ALMA in August 2018. The transition was an opportunity for a complete synergy between ALMA and the University’s ERP system.
    Most of the libraries’ acquisition functions were managed using the ERP system, and our set goals were to enhance and improve our work by making the best use of ALMA’s capabilities, particularly in merging workflows, deriving analytics, and streamlining our communication channels with our vendors.
    We analyzed and examined multiple options along the full spectrum of possible synchronization methods between the systems, ranging from working in the ERP and updating ALMA as a read-only system in that regard, to the complete opposite (ALMA writing all acquisition information), including intermediate options in which some aspects are managed in the ERP while others are controlled through ALMA.
    This session will present the examined options’ pros and cons, and describe the selected solution and its implementation.

  29. Thinking outside the box – Creating innovative services on Ex Libris

    With a reputation for being a Digitally Innovative University especially in the Library and institutional mobile app contexts, Lancaster University is always looking for new ways to deliver services that provide value to our users whilst pushing the boundaries of what is possible.
    This session will look at some of the new services we have delivered on top of Alma, Primo, Leganto and CampusM across the institution and how we go about designing and delivering new services.
    These services aim to make student life easier by providing contextual and personalised information at the point of need examples of this include item location maps in Primo and intelligent suggestions of reading material for undergraduate students. We have also been looking at the method of service delivery including the adoption of voice and chat technology
    We hope this session leaves you inspired to what is possible when combining the services available and gives you some ideas to take back to your own institutions.

  30. Understanding user behaviour and motivations when searching and requesting resources

    Resource Sharing (RS) services (Document Delivery, ILL, etc.) are becoming more intuitive and responsive to user needs, however, users either accidently stumble upon or must be recommended the service in order to know it exists.
    Much research has been conducted on user experience of discovery services particularly involving known items or for exploratory searches. But a lesser investigated aspect is on understanding user preferences and motivations for the uptake of Resource Sharing services. Better understanding will result in opportunities to provide a more seamless Resource Sharing service.
    The presentation will explore simple methods for using Alma, Primo and Google Analytics to gather evidence and a survey to deepen knowledge about user behaviour and motivations when searching and requesting resources. The methods explored can be adopted and adapted by other institutions in order to gain insight into their unique user population and promoting their Resource Sharing service.

  31. What do Primo users want: or finding evidence to understand user behaviour in Primo

    Our users tell us that:

    • It’s often difficult to find the resources they want in Primo
    • Primo is not their first choice for library resource discovery; they prefer subject databases, Google scholar, Google, or Wikipedia

    In 2017 Monash University started a project to understand how to customise Primo to improve our user’s discovery experience. We used data sourced from Primo user logs, and from Google, Primo and Alma analytics, to develop two beta Primo test environments for use in usability testing. We collaborated with Subject Librarians and Technical services staff to organise and analyse the UX test data, and then redeveloped Primo based on these findings. In this presentation, we’ll describe our findings on user search behaviours, how this influenced the development of our new Primo front end and the work we’re doing post release, to further refine and improve our user’s experience when searching in Primo.

Additionally, traditional plenary sessions like IGeLU General Assembly, Ex Libris Corporate Update and Ex Libris Management Q & A will of course take place.

Several WG Business Meetings will also be held:

  • Aleph Working Group Business Meeting
  • Alma Working Group Business Meeting
  • Analytics Working Group Business Meeting
  • Content Working Group Business Meeting
  • Leganto Working Group Business Meeting
  • Linked Open Data Working Group Business Meeting
  • Primo Working Group Business Meeting
  • Rosetta Working Group Business Meeting
  • SFX Working Group Business Meeting
  • Summon/360/Intota Working Group Business Meeting
  • Voyager Working Group Business Meeting
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