Implementing Primo: Enhancing Resource Discovery at the University of Birmingham

The University of Birmingham's investment in library systems, particularly Primo, is discussed in detail at the 2013 IGeLU Conference. The customisation and implementation of Primo, along with its impact, are highlighted, showcasing how it supports research, teaching, and learning initiatives. The project timeline, team roles, and the importance of a discovery solution are also covered, reflecting the university's commitment to improving resource discovery services.

• University of Birmingham
• Primo
• Resource Discovery
• Library Services
• IGeLU Conference

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1. The 2013 International Group of Ex Libris Users (IGeLU) Conference How we FindIt@Bham using Primo Breakout session: 11.51 Stephen Bull (Library Services) & Edward Craft (IT Services) University of Birmingham Monday 9thSeptember 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: + + + + University of Birmingham (2013b) iStock photo iStock photo Kristykay22 (2005) Library Content Programme Resource Discovery Service Reading List Solution Library Management System New Main Library Combined, these investments will allow Library Services to better support the University s research, teaching & learning agenda

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 May Jun Jul Aug Sep Oct 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

9. Project Team Role Full Time Equivalent (FTE) on Project IT Services Implementation Manager Digital Library Specialists 0.1 0.7 & 0.2 Library Services Project Manager Metadata Rep Serials / eResources Reps Library Customer Support Rep Subject Librarian Reps 0.5 0.2 2 x 0.2 2 x 0.2 2 x 0.2

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

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).