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
- 777