The SFX and Primo Administrator as Liaison between Ex Libris and the End-User

Conor Cote

Montana Tech

ccote@mtech.edu


Kirsten Ostergaard

Montana State University

kirsten.ostergaard@montana.edu

Welcome

Overview

  • Background
  • Goals
  • Methods
  • Results
  • Outcomes
  • Next steps

Background

  • Shared Primo and SFX Implementation
  • Increased collaboration and communication
  • How do others do it?

Goals

  • Survey Primo and SFX administrators
  • Evaluate skills and responsibilities
  • Develop core competencies/recommendations
  • For potential customers, current customers & Ex Libris
  • Help with training, hiring, improving services

Links to Surveys

SFX Skills Survey: http://bit.ly/1EVHsGG

Primo Skills Survey: http://bit.ly/1JOIDum

Methods

  • Survey scope
  • Reviewed job postings
  • Examined Ex Libris training materials
  • Solicited survey feedback from Ex Libris

Limitations

  • Currently limited to DISCUSS listservs
  • Overlap between SFX and Primo respondents
  • North American/academic library perspective

SFX Survey

Overview

  • Responses gathered between 4/15-4/28
  • 105 respondents from SFX-DISCUSS-L listserv
  • Still soliciting responses

Sampling of Position Titles

Electronic Resources Librarian

Systems Librarian

Library Systems Coordinator

Technical Services Specialist

Library Associate I

Electronic Serials Coordinator

Acquisition and Instruction Librarian

Associate Director of the Library

Collection Development Librarian

Metadata Librarian

System Support Specialist

Digital Library Lead

Analysis

  • Qualtrics
  • Correlations
    • Size of institution
    • Consortia
    • Type of customer
    • Hours spent
    • Number of people
    • Responsibilities
    • Skills
    • Communication

Size of Institutions

What kind of SFX customer?

How many people manage SFX at your library?

How long has your library had SFX?

How much time do you spend on SFX management on a weekly basis?

Consortial Membership

Consortial Management

Responsibilities

Responsibilities

Personal Skills

Personal Skills

Technical Skills

Technical Skills

Communication and Troubleshooting Outlets

Other responses include: SFX-DISCUSS-L, internal blog/boards, IT and technical support

Awareness of Current Issues and Trends

Other responses include: Consortial communication (email, meetings, training), SFX-DISCUSS-L

End of SFX Survey

Primo Survey

Overview

  • Survey sent to the PRIMO DISCUSS Listserv
  • Results gathered from 4/15- 4/28
  • 73 respondents to the survey

Sampling of position titles

Systems Librarian

Web Developer

Assistant Dean

Metadata Analyst

Reference Librarian

Cataloguing Librarian

Library assistant

Digital Services

Discovery Systems Librarian

Systems Analyst

Technical Support Specialist

Library Information Systems Coordinator

eResources & Serials Team Leader

Web & Mobile Systems Librarian

Electronic Resources Specialist

Digital Library Administrator

Size of Institutions

What kind of Primo customer?

How many people manage Primo at your library?

How much time do you spend on Primo management on a weekly basis?

How long has your library had Primo?

Consortial Membership

Consortial Management

Duties

Duties

Personal Skills

Personal Skills

Technical Skills

Technical Skills

Communication and Troubleshooting Outlets

Awareness about current issues and trends

"Other" responses include:

Primo Listserv, participation in Primo Product Working Group, Consortial mailing list, conference presentations

End of Primo Survey

Potential Outcomes

  • Help current and potential users
    • Identify staff and resource commitments for SFX and Primo
    • Determine the right options for their institutions
  • Help consortia
    • Foster better communication across institutions
    • Provide improved training for members
  • Help Ex Libris
    • Better understand the current work environment of Primo and SFX users

Next Steps

  • Send to additional listservs
  • Deeper analyses of results
  • Interviews
  • Sharing results
  • Other methods

Links to Surveys

SFX Skills Survey: http://bit.ly/1EVHsGG

Primo Skills Survey: http://bit.ly/1JOIDum

Questions?

ELUNA 2015

By kirsteno3

ELUNA 2015

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