Tag: ExLibris

  • Ex Libris Implementation Team Update – January 2020

    As you know, the Ex Libris Implementation Team has been working with the Law Libraries since May on a project to migrate their data to Alma and merge their library catalog with ours. During the week of January 6, we will begin the final steps of this migration. To help you navigate this transition, below are answers to some frequently asked questions about the project. If you have additional questions, please send them to the Ex Libris Implementation Team at exlibris@rutgers.libanswers.com.

    Q: When are the Law libraries expected to migrate to Alma?

    A: The migration is expected to be completed on January 10, 2020.

    Q: Will any services be disrupted or temporarily unavailable during the migration?

    A: No, Alma and Primo are expected to remain fully operational during the migration.

    Q: Will the collections of the Law libraries be discoverable in QuickSearch?

    A: Once migration is complete, all materials currently represented in Law’s library catalog will be discoverable in QuickSearch. Law patrons will also be able to access these resources through a separate custom view designed specifically for the Law School. Additional work is required to create and configure Law’s electronic resources. It will take up to 24 hours after go-live for all of Law’s electronic resources begin appearing in QuickSearch. Because this configuration must be done in our live production environment, users may experience intermittent access issues during this time.

    Q: Can Law’s circulating collections be borrowed or requested by non-Law School patrons? Are the loan policies the same?

    A: Yes, circulating materials can be borrowed or requested by any Rutgers user. To make borrowing between the libraries easier, loan polices have been made uniform.

    Q: Are there any resources that are restricted to Law patrons only?

    A: Yes, certain electronic resources (such as Westlaw, Lexis, and Bloomberg) are restricted to Law patrons only. Access to these resources is only available from a Law School IP address, via the Law School proxy, or with an assigned username and password. These resources will be visible to all QuickSearch users with a note indicating that access is restricted to Rutgers Law School students, faculty, and staff [view example]. To maximize visibility of this note, direct linking will be deactivated for all Law-restricted resources.

    Q: Will the Law migration result in duplicate records?

    A: Yes, you may see some duplicate records initially. There are plans to identify and remove duplicate records post go-live.

    Q: Where should I refer Law-specific reference and borrowing inquiries?

    A: Please direct patrons to contact the appropriate Law library:

    Camden Law
    Reference (856) 225-6173
    Circulation (856) 225-6172
    lawlib@camden.rutgers.edu
    Newark Law
    Reference (973) 353-5676
    Circulation (973) 353-5677
    refdesk@law.rutgers.edu
    Q: Who should I contact if I have additional questions?

    A: Please send questions or comments to the Ex Libris Implementation Team at exlibris@rutgers.libanswers.com.

     

  • Ex Libris Implementation Project Update – November 2019

    quicksearch logoThe project to append Rutgers Law Libraries’ Koha Catalog data to our instance of Alma and QuickSearch is picking up the pace. During the summer the Implementation Team and its working groups met with our counterparts at Law to review Alma configuration options and best practices for data cleanup and loading records. Then in September and October, Law supplied configuration and mapping forms and exported their full catalog of bibs and patrons to Ex Libris.

    Below is the tentative schedule for the remainder of the Law Append project:

    October 2019

    • Ex Libris performs test load and builds test system
    • Law starts using our ILLiad and redirects their users to our ILLiad form

    November 2019

    • Law and Libraries review results of test load
    • Libraries provide Alma training
    • Law stops lending under NJRLL (Law Camden) and RULAW (Law Newark) symbols in ILLiad
    • Law Exports Koha Catalog Titles to OCLC
    • OCLC attaches NjR symbol to Law titles in WorldCat

    December 2019

    • Continue Alma Training

    January 3, 2020

    • Law provides final version of configuration forms and extracts to Ex Libris

    January 4-8, 2020

    • Technical Services and Fulfillment Activities are frozen
    • Ex Libris appends Law data to our instance of Alma and QuickSearch

    January 9, 2020

    • Law Goes Live with Alma and QuickSearch

    January 10, 2020

    • Load Offline Circulation transactions

    January 2020

    • OCLC removes NJRLL and RULAW symbols from existing Law titles in WorldCat
  • Ex Libris Implementation Project Update – September 2019

    quicksearch logoAs we embark on a new academic year, we thought it would be a good time to let you know about some improvements coming to QuickSearch. Below is a summary of some of the major enhancements that Ex Libris plans to introduce in 2019-2020.

    Central index

    In Q1 2020, Ex Libris plans to release a new and improved central index. Leveraging the combined assets of its Primo and Summon indexes, Ex Libris’s new, unified Central Discovery Index (CDI) promises expanded content coverage, faster updates, improved deduplication, and better result filtering. In addition to providing an improved search experience for users, the new central index also offers better integration with Alma, making it easier to administer and maintain. 

    Related items

    As part of its effort to build a bigger and better central index, Ex Libris is also developing a graph database that will allow users to explore connections between related items. For example, a record for a book will soon have links to reviews of that book and the individual chapters contained within, creating additional opportunities for exploration and serendipitous discovery.     

    Browse journals by subject

    The Journal Search page will be enhanced to allow users the option to browse journals by subject. Subject categories will be based on Library of Congress Classification and offer researchers an easier way to identify and locate journals in their area of study. 

    Enhanced personalization

    Users will be given more control over their search experience with customizable preferences, including the ability to configure their preferred library, sort order, and number of results per page. 

    Bulk actions

    Currently, actions such as save, email, and export can only be applied to records individually. However, users will soon have the ability to perform these actions in bulk on a set of records. They will also have the option to export search results to Excel or CSV.

    Be on the lookout for more information about these enhancements as they are released. As always, if you have any questions or would like to report an issue with QuickSearch, please email the Ex Libris Implementation Team at exlibris@rutgers.libanswers.com. You can also use the “Report a problem” link in QuickSearch. For more information on how to use QuickSearch, visit QuickSearch Help or check out our QuickSearch tutorial videos.

  • Ex Libris Implementation Project Update – July 2019

    quicksearch logoHappy Birthday QuickSearch!

    It’s hard to believe that we’ve been using Alma and Primo for over a year! Please check out our presentation from the State of the Libraries if you’d like to see some statistics about what we’ve accomplished together since last June. It’s thanks to all of you that this launch has been so successful and we are incredibly grateful for all of your hard work and support.

    As we continue to dig deeper into the impact QuickSearch has had and to explore where further improvement is necessary, we would like to hear from you. The implementation team will hold another round of open question and answer sessions on each campus (details below). We sincerely hope that you will attend a session and share any feedback or questions you might have about Alma and Primo.

    • Tuesday July 30, 10 a.m. – 12 p.m. Alexander Library 4th floor Lecture Hall
    • Tuesday August 6, 10 a.m. – 12 p.m. Smith Library – Newark, E Classroom M906
    • Tuesday August 6, 1:30 p.m. – 3:30 p.m. Dana Library – Newark, Room TBD
    • Wednesday August 7, 10 a.m. – 12 p.m. Robeson Library – Staff Room 290
  • Ex Libris Implementation Project Update – May 2019

    quicksearch logo

    Rutgers Law Libraries to Join Alma/Primo

    The Rutgers Law Libraries are joining our Alma and Primo instances in January 2020! Project planning for appending the Law libraries catalog has begun. We are currently participating in bi-weekly planning meetings with Ex Libris and the Law libraries. Progress will be communicated through the Ex Libris Implementation team. This is an exciting opportunity for us and the faculty and students that we serve. 

    Leganto Update

    The Leganto implementation team is preparing to go live with 16 pilot courses from the School of Social Work. This summer, social work graduate students will be able to access their course reserves, including electronic course reserves, live links to the physical reserves holdings, and access to our journal and database subscription content, directly from their course in Canvas. The team is planning a soft launch for fall, so if you know of a department that would be interested in this comprehensive course reserves solution, please contact your campus representative to the Leganto team or the Ex Libris Team at exlibris@rutgers.libanswers.com 

    FRBRization disabled for music materials 

    FRBRization refers to the process by which different versions of the same work are grouped together. Generally speaking, FRBRization is a useful feature that allows researchers to easily find and identify related works (e.g., different editions of the same book). However, in some cases, unrelated works are mistakenly grouped together, which causes confusion and makes these resources more difficult to find. This is especially true for musical scores and audio recordings where heavy use of generic titles, complex statements of responsibility, and variations of performance can lead to erroneous matches. Accordingly, FRBRization has been disabled for these materials. This decision was made in consultation with and based on feedback from experts in public services, cataloging, and the music department. The exemption applies to scores and audio recordings only. All other types of materials will continue to be FRBRized.

    Improved metadata for Academic Video Online (AVON)

    Academic Video Online (AVON) is a large streaming video collection of documentaries, interviews, performances, and feature films spanning a wide variety of subjects. However, the metadata provided by Ex Libris for this collection suffered from a number of limitations impacting its discoverability in QuickSearch. Accordingly, these records have been replaced with vendor-supplied MARC records. The new records are not only of higher quality but also offer more reliable linking, less duplication, and improved result filtering. However, in order to keep the collection up-to-date, the records must be reloaded every six months. Since record permalinks will change every time the records are reloaded, it is recommended that librarians and instructors who wish to link to this content use direct links to the platform rather than link to the record in QuickSearch. To do this, simply click “Embed/Link” below the video player in AVON (see screenshot).

    Where did all the ISSNs go?

    Standard identifiers such as ISBN, ISSN, and OCLC number are currently not being displayed in QuickSearch. This information typically appears in the “Identifier” field of the detailed record. Although this data is still searchable, it is currently not being displayed to the public. The issue has been confirmed by Ex Libris to be related to a known defect that is scheduled to be fixed in the July 2019 release. Until a fix is released, the only way to view this information in QuickSearch is to click the “View Source Record” link at the bottom of the record and look for it in the appropriate MARC field.

    Primo 2019 Roadmap

    Related reading? Citation trails? Enhanced personalization? Want to know what new features and functionality are coming to Primo this year? Check out the 2019 Primo Roadmap.

  • Ex Libris Implementation Project Update – March 2019

    quicksearch logoThis month, the Ex Libris Implementation Team welcomed back Megan Drake from Ex Libris for our follow up to the six-month health check. Following two days of meeting with representatives from various Ex Libris working groups, Megan provided some very actionable suggestions for improving our processes and making our workflow more efficient in Alma. The team is working hard to integrate her suggestions into our processes.

    Leganto Implementation

    This month also marked the kickoff of the Ex Libris Leganto project. Leganto is a course reserves platform that is integrated with both Alma and the course management systems we support at Rutgers, like Canvas, Sakai, Moodle, and Blackboard. This product will give instructors more control over developing their course reserves lists and put the power of the library directly in their course space to help them provide electronic resources and streaming video from our subscriptions, and realtime catalog information for physical reserves.

    Because faculty members are able to create their own course reading lists, Leganto will enable us to increase our course reserves services without creating additional work for reserves management in access services. Students will be able to access course reserves directly from their course management system on any device and Leganto will help faculty select clean pdfs from our subscription databases rather than scans of readings. The system also provides robust analytics and encourages faculty to use materials from within our subscription databases for course reserves, providing us with a more accurate understanding of usage. Ex Libris provides a good overview of the product in this video demo.

    Ex Libris expects that our implementation process will take 12 weeks and the team plans to conduct a pilot with several courses during the summer with an official launch in Fall 2019. Faculty engagement is important for the success of Leganto, so expect to hear soon from your campus Leganto Team representative about communication strategies and training.

  • Ex Libris Implementation Project Update – January 2019

    quicksearch logoAs we move into spring semester, the Ex Libris Implementation Team is working towards optimizing our workflows and resolving remaining issues in the systems. We passed a major milestone in December with the end of our subscription to Symphony. Integrated Information Systems (IIS) has archived our data and will make it available on request. The Ex Libris Fulfillment Team has also transformed in the New Year and will continue in a new form as the Fulfillment Working Group, addressing central coordination for systems and processes for access services. The Ex Libris Implementation Team moved to a new schedule and will be meeting every other week during spring semester as we address the remaining implementation issues. Some other updates from our work include:

    Updates to QuickSearch

    We made several updates to QuickSearch in early January based on feedback from user testing and from system enhancements provided by Ex Libris. These updates include direct linking through Get it @ R, increased clarity in the display of some menus and options, and search improvements.

    Six-Month Health Check

    Megan Drake, a representative from Ex Libris, visited onsite in January to review workflows and address system issues. Representatives from each working group brought lingering problems for review and Megan suggested alternative strategies and optimizations that will help improve efficiency in Alma.

    Analytics Training for Selectors

    We held our first analytics training session for selectors on January 7. This active training session focused on learning the analytics platform and testing queries related to circulation and fund information. Future sessions are planned for 1–3 p.m. on January 17 and January 22 in New Brunswick and via WebEx and 9–11 a.m. on January 18 in Newark. Prior registration is not necessary, but if you have questions, please contact Laura Costello.

    Ex Libris Identity Service

    At the end of January, Ex Libris will debut an identity management service that will improve security for our barcode and password users. New security standards will ensure better privacy protection and users will be able to change their own password and retrieve a lost password via “My Account.” This update will not impact our users that authenticate via NetID.

  • Ex Libris Implementation Project Update – November 2018

    quicksearch logoAs we reach the midpoint of the semester, the focus of the Ex Libris project has begun to shift from planning and implementation to maintenance and support. Since its formation, the team has received close to 700 questions, comments, and suggestions on issues ranging from access and authentication to resource management and user interface design. Approximately 75% of tickets were answered in under 12 hours (40% were answered in under 10 minutes!). Thanks to feedback from library users and staff, the team has continued to make improvements to QuickSearch. Some highlights since the last update include:

    Improved journal searching
    Relevance ranking of one-word journal titles (Nature, Science, Cell, etc.) has been improved, making these publications easier to locate using the Journal Search option

    Browse options restored
    The ability to browse library materials by title, author, and subject has been restored. (These options were disabled at the start of the semester due to a software bug.)

    Can’t find what you’re looking for?
    Suggestions have been added to the bottom of the search results page to help users improve or expand their search. Suggestions vary depending on the type of search performed and include links to external borrowing services such as E-ZBorrow and Interlibrary Loan.

    System alerts
    System alerts have been added to allow for improved communication of service disruptions and outages.

    Improved facet and summary holdings display
    The formatting of long facets and summary holdings statements has been improved by allowing them to wrap to the next line instead of truncating them.

    Next/previous record
    When viewing a record, users can navigate to the next or previous record without having to return to the search results page.

    Translation of foreign language serial titles
    English translations of foreign language serial titles now appear in the main title entry of the brief and full record display.

    Firefox bug fix
    There was a bug in Firefox that produced different results depending on whether a search was executed by clicking the search button or pressing enter. This has been fixed.

    Since going live in June, QuickSearch has clocked over 470,000 sessions and handled roughly 850,000 queries. Though transaction logs are useful for measuring usage, they don’t tell us how well a product meets the needs of its users. That’s why, in November, we’ll be conducting a universitywide usability study to learn more about how library patrons use QuickSearch. Students and faculty from all four campuses have been invited to participate and share their thoughts on the new interface. Findings from the study will be used to guide further enhancements to QuickSearch and improve the overall user experience.

  • Ex Libris Implementation Project Update – September 2018

    quicksearch logoThe fall semester has started, and September 5 marks the third month of Alma and QuickSearch implementation. We have focused on rectifying known problems in preparation for the new school year, and have made many improvements to the system and the services it provides. Thanks to feedback from users and library staff, we are continually making improvements to the system. We encourage and welcome your input and questions—submit them by visiting https://apps.libraries.rutgers.edu/ex-libris/contact.

    As reported in the July update, the Implementation Team visited all four campuses in August. During those meetings, the team reported on the respective working groups and held discussions with library personnel. We appreciate the fact that people took the time to participate in these sessions and provided thoughtful feedback and questions. The discussions were lively and productive.

    The Implementation Team would like to take this opportunity to share the following updates:

    • A QuickSearch tutorial has been created and will be available this fall. An announcement is forthcoming.
    • The library names facet in Primo has been revised to reflect abbreviated and more commonly known library names, making it more usable for patrons. For example, Archibald S. Alexander Library will now display as “Alexander Library”.
    • 856 links to finding aids and other materials are now available in the “Links” section of QuickSearch records.
    • Sign in has been improved to allow users to sign in with fewer actions and to more easily access account options such as loans, requests, and favorites.
    • Database lookup has been enabled so that users who enter database names (PubMed, JSTOR, Factiva) in the search box get a direct link to that resource at the top of their search results.
    • An open access filter is now available in QuickSearch, enabling users to limit results to content published in open access publications.
    • A number of fields are now available in QuickSearch record displays, including uniform title, language, identifier, related work, and several local note fields (e.g., general, bound with, performer, production credits, donor, and finding aid). Additionally, the donor note is now searchable, making it easier to identify specific gift collections and to retrieve records for items in those collections.
    • Harvard has been added to the list of citation options and MLA has been updated to the 8th edition.
    • Users can now save records to Zotero.
    • Users are now able to pick up materials from off-site delivery locations, such as the law libraries.
    • A new marketing campaign for QuickSearch will be unveiled this fall.

    The Implementation Team’s website is available at https://apps.libraries.rutgers.edu/ex-libris. It includes the various teams and working groups associated with the implementation, a timeline for the project, resources, an FAQ, and a list of known issues for Alma and QuickSearch (alias Primo). The team is working through both lists of issues, and the lists are updated as progress is made and issues are resolved.

    We are fully aware that our experience with QuickSearch and Alma is one of learning and trial and error. The Implementation Team values input and collaboration from the Libraries as well as our user community to continually refine and improve this service.

  • Ex Libris Implementation Project Update – July 2018

    quicksearch logo
    The team is planning to visit each campus where we will hold open Q&A sessions. This will be an open forum where you can bring any questions or concerns you have about QuickSearch, Alma, or related processes.

    After much planning and preparation from all of the Libraries, QuickSearch and Alma went live on June 5. It’s so hard to believe that we are already almost four weeks past go live! The implementation team would like to thank everyone for your hard work in making go live a success. Each and every person in the Libraries has helped move us forward, be it by serving on a working group, attending a training, or by submitting a help ticket to point out a concern. We couldn’t have done it without you!

    Of course, we also continue to experience bumps along the way, but this is expected with an implementation this large. The team has spent much of the time since our last post focused on those bumps… addressing critical post-go live activities, implementing fixes, and responding to help tickets. In addition, we are reviewing our lists of known issues and possible future improvements in order to prioritize items for completion. The website will be updated with this information as soon as the process is complete.

    The team is also planning to visit each campus where we will hold open Q&A sessions. This will be an open forum where you can bring any questions or concerns you have about QuickSearch, Alma, or related processes. Be on the lookout for an announcement about dates in the very near future. Your feedback is critical and we really hope that you will join us.

    Lastly, as Tao steps away from the team, I would like to thank him for his contributions to the group and to the project. I know that we will all miss working with him as we continue to forge ahead.

    Abbey