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Ex Libris EsploroYour path to greater research impactGhislain OnestasPre-Sales Solutions Expert EMEA 2019 Ex Libris Confidential & Proprietary
The Research WorkflowStrategy & Integration Among Workflow Providers, ROGER C. SCHONFELD, The Scholarly Kitchen 2019 Ex Libris Confidential & Proprietary2
The Research Solutions Landscape: Current Challenges Disjoint point solutions with lots of duplicative and manual work STEM focused Reliance on researcher’s deposits & manual work Lack of integration with library workflows Incomplete researcher’s profiles & analytics Limited built-in collaborations and open APIsResearch nSystems 2019 Ex Libris Confidential & Proprietary3
Navigating the Complexity of Research ProcessesResearchersLibrariansPublish, publish, publishSupport research processesResearch Office Too many systems Manual workflowsIncrease effectiveness ofresearch activities Risk of non-compliance Overhead of working with IRs Multiple systems & data models Compliance of OA publications Hard to maintain public profile Discoverability of research assets Plan S Competition for funding Far from the research process Research Assessment Systems Visibility to publication metrics Interdisciplinary collaborationsImpact on: Visibility, Efficiency, Compliance 2019 Ex Libris Confidential & Proprietary4
Paving the way to greater impact of academicresearch by maximizing visibility, efficiency, andcompliance of research activities, leveraginglibrary expertise and technology 2019 Ex Libris Confidential & Proprietary5
Increased impact of research activitiesData exposure via discovery& institutional portalsAutomated update ofresearcher profilesResearch metricsand benchmarksA next-gen research repositoryAll research assets inone place, connected 2019 Ex Libris Confidential & ProprietaryIntelligentcapture6Enrichmentof metadata
Esploro at a Glance 2019 Ex Libris Confidential & Proprietary7
Showcasing Institutional Research 2019 Ex Libris Confidential & Proprietary8
Managing All Research Output & Data in One PlaceResearcher Public ProfileLibrary back-office 2019 Ex Libris Confidential & Proprietary9
Intelligent Capture from External Sources 2019 Ex Libris Confidential & Proprietary10
Easy Deposits – by Library or ResearcherResearcher depositLibrary mediated deposit 2019 Ex Libris Confidential & Proprietary11
Automated Population of Metadata & Easy Enrichment 2019 Ex Libris Confidential & Proprietary12
Flexible Data Models – Tailored per Asset TypeJournal ArticleDeposit FormETD Deposit FormConference Proceedings Deposit Form 2019 Ex Libris Confidential & Proprietary13
Holistic, Connected View of Research Output and DataLibrary Deposits ManagementPublic Research Portal 2019 Ex Libris Confidential & Proprietary14
Comprehensive Analytics 2019 Ex Libris Confidential & Proprietary15
Integrated Alma Workflows 2019 Ex Libris Confidential & Proprietary16
Integrated Pivot/Research Professional Search for Funding OpportunitiesFull details in PivotFunding Opportunities view in Esploro 2019 Ex Libris Confidential & Proprietary17
Esploro – your path to greater research impact 2019 Ex Libris Confidential & Proprietary18
Creating the Next-Generation Research RepositoryA wide range of research assetsPublicationsCreative WorksResearch DataActivitiesArticles, pre-prints,thesis, dissertations, etc.Performing art, mediainstallations, drawings,compositions, etc.Datasets, raw data,computations, Software,ELNs, etc.Achievements, Awards,Social & Media mention,etc.Systematic and sustainable data managementAutomatedcurationMetadataenrichment 2019 Ex Libris Confidential & ProprietaryDiscoverability &accessibility19Linking researchassets andmetadataDatasafeguarding
Flexible Data ModelsPublicationsConferencesDissertations & ThesesDatasetsSoftwareOnline ResourcesFine ArtsPatentsCourses & TeachingGrantsResearch ProposalsActivitiesImpactsImagesSound Recordings and moreSupporting all disciplines and research types 2019 Ex Libris Confidential & Proprietary20
Getting the Data – a Changed ParadigmMore streamlined author archive/deposit interwoven into work process Simple, embedded and integrated Automated metadata (when possible) and notifications Review/edit vs. fill-in formsMore comprehensive automatic capture from external sources Published content (e.g. indexed by library discovery) Disciplinary and specialized repositories National repositories 2019 Ex Libris Confidential & Proprietary21
The Framework: Research Services PlatformAPIs & tools for community collaborationInformation ExposureResearcher Librarian/Admin DiscoveryResearcher ProfilesAnalytics & ReportsResearch Assets ManagementPublications Creative WorksSystem ResearchDataObjects Activitiesof ResearchMetadata curation and cCaptureIntelligent capture of research assets 2019 Ex Libris Confidential & Proprietary22Migration
Research Repository: Moving beyond the Traditional IRCapturing a comprehensive record of research assets in a unified,metadata rich, cloud-based repositoryUnified Research AssetsManagement 2019 Ex Libris Confidential & ProprietaryUnified &comprehensiveMediate &unmediatedQuality ssemination
Guiding Principles for EsploroWe will not change researchers’ habits Will be seamless to the researchers’ flowThe service will still work even if researchers don’t fully engage with the systemWe will not create more work for librarians Eliminate redundant and manual processesRule-based workflowsWe will not be yet another point solution Open, interoperable and integrated with other systemsIntuitive out-of-the-box, yet highly configurable per institution 2019 Ex Libris Confidential & Proprietary24
Efficient Management of Article Processing Charges (APC) APC workflows – create requests directly in the system Interaction with SHERPA/RoMEO to check on journal status Track APC status – pre and post compliance checks Search for APCs Analytics Compare APC costs with subscription costs from Alma APC costs by publisher, journal, department and other parameters APC reports 2019 Ex Libris Confidential & Proprietary25
Intelligent Migration Process Migrating data from existing repositories is a complex and delicate task Automatic migration to Esploro includes: Out of the box support for multiple systems Automated author matching and deduplication processes based on advancedalgorithms Customizable crosswalk for metadata Process tailored to the institutional needs and systems Flexible integration options – OAI-PMH, CSV, APIs Collaborated and guided process managed by Ex Libris Professional Services team 2019 Ex Libris Confidential & Proprietary26
Metrics and AnalyticsUniversityPoliciesCitation MetricsComplianceRegulationsJournal MetricsAuthor MetricsEsploro UsageDataMedia ReportsAltmetricsEsploro Analytics ManagerAuthor MetricsCitation MetricsConnectorUsage DataMedia ReportsRepository StatisticsJournal MetricsEsploro Portals(researcher / library / research office) 2019 Ex Libris Confidential & ProprietaryAltmetrics27APIs3rdParty Reporting Systems
Core Part of the Ex Libris Research Suite 2019 Ex Libris Confidential & Proprietary28
Comprehensive Research Information ManagementAutomating researchworkflowsMatching scholars withfunding opportunitiesIncreasing visibilityand recognitionConnecting the dots acrossthe research lifecycle 2019 Ex Libris Confidential & Proprietary29
Connected tothe ecosystemvia open icProfilesHR systemsCurrent ResearchInformation Systems 2019 Ex Libris Confidential & Proprietary
Integrated Funding Matches for Esploro ResearchersDirect integration ofPivot/ResearchProfessional fundingrecommendationswithin Esploro 2019 Ex Libris Confidential & Proprietary31
Built on the Ex LibrisHigher-Ed Cloud PlatformAppServicesInfrastructureServicesUX & MobileFrameworkAgileReleases 2019 Ex Libris Confidential & nServicesOpen APIs &Integrations32Analytics &DashboardsSharedData & ContentMetadata &Data SchemasSecurity &Authentication
Supporting Open Research 2019 Ex Libris Confidential & Proprietary33
nResearchResearchstandards 2019 Ex Libris Confidential & Proprietary34Collaboration
Open DataResearch assetsaccessible from any platform (e.g. Google/Google Scholar, discovery systems)Scholarly profilescan be accessed and displayed by other institutional profile systemsSupport for open access publication modelsefficient management and analysis of Article Processing Charges (APC) 2019 Ex Libris Confidential & Proprietary35
Open Research EcosystemInteroperability withacademic systemsOpen APIs Actions Workflows Data 2019 Ex Libris Confidential & Proprietary 36DiscoveryScholarly profilesResearch managementData repositoriesOpen publishing systems
Open Scholarly MetricsMetrics and reports available to 3rd party analysis and reporting systemsEsploro Analytics ManagerAuthor MetricsCitation MetricsConnectorUsage DataMedia ReportsRepository StatisticsJournal MetricsEsploro Portals(researcher / library / research office) 2019 Ex Libris Confidential & ProprietaryAltmetrics37APIs3rdParty Reporting Systems
Open Research Standards – FAIRINTEROPERABLEFormal, shared, andunderstandablerepresentation ofknowledgeFINDABLEResearch output & datawith rich metadata andpersistent identifiersACCESSIBLEData & metadata areopenly available via atrusted repository 2019 Ex Libris Confidential & Proprietary38REUSABLEClear usage licenses andaccurate information ondata provenance
Supporting Transition to Plan SEsploro enables customers to adopt Plan S guidelines with a compliant repository and workflows Complying with Plan S requirements for research repositories Supporting OpenDOAR guidelines Using Persistent Identifiers, such as DOIs, for deposited versions of the publications, authors, funders, grants,institutions, and more Enabling rich, autopopulated metadata such as PID, version deposited, OA status, license, funding info Standard interoperable metadata format for import and export Manuscript submission system option – individual or bulk Open APIs to allow access to the content in the repository OpenAIRE compliance of the metadata QA processes to link full-text deposits with authoritative bibliographic metadata Robust global infrastructure for continuous availability 24x7x365 support Comprehensive reporting on APC payments and APC management workflows 2019 Ex Libris Confidential & Proprietary39
Community CollaborationEsploro“Community Zone” Community collaborationplatforms Development network Knowledge Center Idea ExchangeData management plansMetadata toolsBest practicesKPIs & benchmarksGlobal profiles 2019 Ex Libris Confidential & Proprietary40
The Esploro Difference123Integrated & UnifiedMore ContentProfessional CurationIntegrated workflows &discovery for research assetsContent is linked and connected,including non-STEM, creativework & dataIncluding advanced andautomatic Metadataenhancements456New & Innovative ModelOpen & ExtensibleIntegrated AnalyticsIntelligent capture, automaticmetadata populationopen APIs and easilycustomizable solutionsCross functionsanalytics & Metrics 2019 Ex Libris Confidential & Proprietary41
Esploro TimelineDevelopmentstartedQ3Q4Early Adoptersimplementation &migrationsDevelopment Partnersimplementation &migrationsQ12017Q2Q3Q42018Q1Q2Q32019Monthly ReleasesJul.JulyDev PartnerskickoffU. Iowa Go Live 2019 Ex Libris Confidential & Proprietary42Q4
Thank you!Ghislain.Onestas@exlibrisgroup.com 2019 Ex Libris Confidential & Proprietary
2019 Ex Libris Confidential & Proprietary 3 The Research Solutions Landscape: Current Challenges Disjoint point solutions with lots of duplicative and manual work
