Marketing Primo at Your Institution

Transcription

1 Marketing Primo at Your Institution Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced in whole or in part without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. Ex Libris Ltd.,

2 Today s Presenter Tony Zanders Director, Customer Development Ex Libris North America tony@exlibrisgroup.com Based in Newton, MA Joined Ex Libris in October 2010 Before Ex Libris: 3 Agenda Marketing Primo Primo and Primo Central Engaging Library Staff Top 10 FAQs Marketing Primo to Users Partnering with Faculty on Primo Post-Launch Recommendations Resources 4 2

3 Primo and Primo Central 5 6 3

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5 What is Primo? Primo = Discovery Used by over 900 libraries May be customized a little or a lot Integrates with dozens of applications used in organizations Viewable via web and mobile interfaces 9 What is Primo? Primo = Delivery Searches occur very quickly, usually in seconds Provides details of a physical item s location in the library Provides immediate access to digital copies, based on user/resource rights and restrictions 10 5

6 What is Primo Central? PRIMO CENTRAL 11 Engaging Library Staff 12 6

7 Primo Marketing Timeline Implementation begins Collect relevant names and contact information for staff who will be involved Schedule training times and dates Coordinate communication for various stages of process After implementation Teach library staff about Primo Educate library staff on best practices Request and collect ideas on promoting Primo to constituents Begin Phase 1 marketing efforts to users After training, you re ready for launch! Begin Phase 2 marketing efforts to users Schedule instructional sessions with Faculty and students Coordinate with faculty on integrating Primo into their curriculum 13 Promoting Primo Among Staff Establish and publicize best answers for common questions top 10 FAQs Hold instructional sessions on discovery in Primo Work with staff to determine impact on staff/user interaction Equip liaison librarians to manage faculty communication efforts 14 7

8 Agenda for Training Library Staff Suggested Topics - Why Primo - Introducing Primo - Integration with other applications - Top 10 questions 15 Staff Roles Library Dean/Director/Head Library Dean/Director/Head Give an overview of why Primo was chosen Discuss how Primo will be introduced to community Encourage all to participate in making Primo a success Introduce marketing plan 16 8

9 Staff Roles Implementation Team Implementation Team Introduce Primo Compare/contrast Primo to OPAC Conduct training so all library staff members aware of functionality within Primo Demonstrate integration with other applications when relevant Library apps (ILS, SFX, MetaLib, Primo Central, digital repositories) Non-library apps (student portal, course management systems, other) 17 Staff Roles Reference/Liaison Librarians Reference/Liaison Librarians Manage communication with faculty Build/share awareness of how interaction with users and faculty may change Develop searching tips Walkthrough top 10 FAQs 18 9

10 Top 10 FAQs 19 Top 10 FAQs Question How does Primo help users find and get the information they need? Answer Primo provides a new user experience by streamlining the search process in such a way that users find information easily and get it wherever they are situated

11 Top 10 FAQs Question What does Primo search? Answer Primo searches any of the following areas: the library s collections of print and electronic books, print and electronic journals, theses, media resources, course reserves materials. 21 Top 10 FAQs Question I have too many results how can I narrow my search results? Answer Primo allows you to apply a filter to your results after you have done a search. Notice the links at the left hand side of the results screen where you can select to show electronic resources or available items or you can limit by Library, Collection Type, Subject, Name or Date

12 Top 10 FAQs Question How do I or print my results? Answer For individual records, click on the details tab and select the option from the Send to drop down option. When there are multiple records you wish to send, begin by clicking on the tiny star (it will fill in with orange) to the left of preferred records to place these items in the e-shelf. Select the e-shelf link to view your marked records. or print selected items in your list. 23 Top 10 FAQs Question How and why do I log in to My Account? Answer Users may click on the My Account link to renew items, check fines and hold requests. Once logged in, users will have access to other features such as e-shelf, saved searches, alerts. Users will also be able to set default preferences for number of results displayed and default address

13 Top 10 FAQs Question How do I make a request for a specific item? Answer Locate the item you wish to request. Click on the Request tab. Once logged in, choose the Make Request option and complete the type of request that you want to make. 25 Top 10 FAQs Question Will my Primo session time out? Answer Your Primo session will automatically time out after 30 minutes of inactivity. At that time, your Primo session will restart

14 Top 10 FAQs Question How can I find the most recent edition of an item? Answer Once you have identified the title, click on the number of versions link at the far right. Doing this changes the display to show all versions of this title. Above the results, click on the sorted by drop down menu and choose datedescending. 27 Top 10 FAQs Question What does Not available mean? Answer The item is not currently available for loan. Click on the Locations tab to determine the specific status of the item, e.g. on loan, on order, missing. You may be able to place a request for the item see: How do I make a request for an item? for more information

15 Top 10 FAQs Question Can I set alerts for new items in which I might be interested? Answer Once logged in, perform a search for items in which you are interested. In the bottom left corner of the results, click on the Save query option and choose Save & alert. Enter a name for your query along with your address. Alerts will be sent to you every seven days if any new items for your query are added to the Library. Alerts are stored in your e-shelf in the Saved queries & alerts folder. 29 Marketing to Users 30 15

16 Marketing Primo Phase One Put it out there don t be afraid! Keep it out there Show off Primo Expose Primo via social media Get users engaged Highlight functions and features Solicit feedback from users early and often

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18 Phase One Tools Tools at Your Disposal Advertise via Social Media Implement a screensaver using set of standard images Add instructions to desktop wallpaper Place print instructions at workstations Make Primo the browser homepage for the library Include message with signatures 35 Marketing Primo Phase Two Tools at Your Disposal Posters and banners around campus or institution Print bookmarks at circulation/reference desks Flyers awareness campaign SMS awareness campaigns 36 18

19 Marketing Primo Phase Three Data-Based Marketing 600,000 searches on earthquakes were done last month Average search time using Primo is.0034 seconds Since launching our new search engine, searches have increased by 600% 37 Marketing Primo Phase Three Data-Based Marketing Did you know? 116 earthquakes with magnitude 6 or higher have occurred this year. Click on this link (deep link into Primo) to learn more. Top 25 articles downloaded 38 19

20 Partnering with Faculty 39 Why Partner with Faculty? Five reasons: 1. Faculty need to gain an understanding of Primo 2. Faculty drive students to the library 3. Faculty use of library resources for themselves 4. Faculty can require students to use specific resources within Primo 5. Optimize and increase use of specific content 40 20

21 How to Partner with Faculty Five ways: 1. Provide instructional sessions 2. Show resources available through Primo 3. Develop sample research assignments 4. Integrate with departmental web presence 5. Create search alerts that will identify resources that become available 41 Marketing to Faculty Throw a party in the library and show them Primo Offer instructional sessions Insert announcement in signatures Run campaigns Partner with webmaster responsible for campus/institution/ departmental websites (or course management system) Use Primo to enhance coverage of news events 42 21

22 Post-Launch Recommendations 43 Marketing Primo Post-Launch Promote Primo to new students during orientation and Library 101 courses Promote Primo to new faculty during orientation Educate staff on new functions as Primo continues to develop Implement recommendations as appropriate 44 22

23 Marketing Primo Post-Launch Implement the Google Sitemaps function to allow Web crawling tools to find dynamic Primo links and index them Implement and roll out a mobile phone view of Primo Implement and roll out the Primo Toolbar, if desirable Implement and roll out the Primo Deskbar, if desirable 45 Resources 46 23

24 Resources Primo Online End-User Help Guide Primo Interoperability Guide Best practices/search tips Poster/flyer mock-ups templates (coming soon!) Download resources ZIP file here, or at the course site. 47 Thank You! Marketing Primo at Your Institution Tony Zanders with any questions :-) 48 24