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Roman Piontek

Key-Account Manager

Ex Libris — Corporate Update & Strategy

Sofia, July 2013

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„Knowledge is power“ Francis Bacon (1561 – 1626)

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Corporate Update

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Resource Management

Solutions

Discovery & Delivery

Solutions

Digital Preservation

Solutions

Who We Are

Corporate Research

Institutions

ResearchInstitutions

NationalInstitutions

Universities

5300 customers42 national libraries82 countries530 employees

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Latin America(2% Of 2011 Revenue)

Europe(38% Of 2011 Revenue)

Asia-Pacific(16% Of 2011 Revenue)

North America (44% Of 2011 Revenue)

Large, Global Customer Base

North America

Australia & New Zealand

Central & South America

Europe

Africa

Asia

2,129

121

20

611

1,731408

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Selected Customers: National Libraries

British Library

Royal Library of Sweden

AustrianNational Library

National Library of China

National Library of New Zealand

National Library of Finland

The Library of Congress

Royal Library of Denmark

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Selected Customers: Academic Libraries

Harvard University Leiden University

MIT Freie Universität Berlin

Princeton University Beijing Jiatong University

King’s College London

ETH Zürich Oxford University

KU Leuven

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$60M$67M $68M $74M

$78M$88M

$93M$95M

Consistent Growth

1986 1990s 2000s 20051 20061 2007 2008 2009 2010 2011 2012

Unified Resource Discovery & ManagementDigitalPrint Only

(1) 2005 and 2006 revenue are pro forma for Endeavor acquisition.

Aleph

Voyager

Rosetta

Verde

MetaLib

PrimoCentral

SFX

AlmabXPrimoDigiTool

Ex Libris founded

Acquisition of Endeavor

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Ex Libris – Solutions

Aleph

Primo

PhysicalDigitalAssetManagement

Alephino

Voyager

Digital

DigiTool

MetaLib

Electronic

SFX

VerdeLong-TermPreservation

IntegratedLibrarySystems

E-LicenceManagement

Metasearch

LinkResolver

Primo Central

Rosetta

Discovery

Article Index bX Article Recommender

AlmaUnifiedResourceManagement

Discover

Manage

Print, Electronic, Digital

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Our Customer Base by Product

Aleph Voyager Verde SFX MetaLib Primo bX DigiTool Alma Rosetta

2358

1369

229

2410

1728

12221116

193 7317

As of 31 July 2012

> 1900

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Only company with leading solutions across all segments

29%44%64%

Market Share Leadership

55%

* Based on “Automation Marketplace 2011” by Marshall Breeding

100%18%31%39%

IntegratedLibrarySystem

Discovery&

DeliveryLink

ResolverFederated

Search

ElectronicResource

Mgmt

DigitalAssetMgmt

DigitalPreservation

RecommenderService

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Market Trends

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Market Trends

• Digital World

• Digitisation Projects Digital Repository + Long-Term Preservation

• Internet Drives User Expectations

• „Google/Facebook Generation“

• Mobile World

• Libraries to Provide More Services

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What the users want:

© Ex Libris Group--Confidential

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• Fast, Intuitive, Easy to Use

• On-Stop Search

• Two Clicks to Full Text

• Modern Infrastructure

What the users want:

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The problem

Management Environments

DigitalPrint Electronic

User Environments

(OPAC) (Viewer)

ILS ERM DAM

Link

MetaSearch

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Ex Libris Strategy

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Our strategy

1. Improve User-Targeted Services

2. Optimise Total Cost of Ownership

3. Digitisation + Preservation

Digital Collections Cultural Heritage Research Data

4. The Next-Generation System „Alma“

Unified resource management (P+E+D) Metadata management Cloud

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Our solution strategy

1.

Improve User-Targeted Services

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Primo = Library Google

DigitalElectronic

SearchOne-Stop Search

Print

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Decoupled & Unified End-User Services

Management Environments

DigitalPrint Electronic

Primo

Unified Discovery

ILS ERM DAM

Link

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Primo mobile

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Our solution strategy

2.

Optimise Total Cost of Ownership

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Optimise Total Cost of Ownership

• Central Shared-Service Implementation• Assist Consortia - Reduced Licensing and Operational Costs

• Outsourcing Services • Data Centers in Chicago and Amsterdam (Singapore planned)

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Strategy

3.

Digitisation + Preservation

28© Ex Libris, Ltd., 2010. Proprietary and confidential.

Need to manage digital

material!

• Digital Audio • Digital Foto• Digital Video• Digital Movies• Digital TV • Digital Article• Digital Learning• Digital Research• Digital eBook

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Need for Digital Preservation

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Storage-Media Changes

…

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Format Changes

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What is Rosetta?

A complete asset management and preservation solution that

addresses the ever-growing need to collect, archive and preserve

the digitally-born and digitized materials stored at academic

institutions, research organizations, and government institutions,

ensuring data integrity and access over time to information in

digital formats

http://www.youtube.com/watch?v=I7cCD6HtamI

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Strategy

4.

Unified Back-Office –

The Next-Generation System „Alma“

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Decoupled & Unified End-User Services

Management Environments

DigitalPrint Electronic

Primo

Unified Discovery

ILS ERM DAM

Link

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Consolidate the Management Frameworks

Turn Format-Based Vertical Silos into Service-Based Horizontal Workflows

Acquisitions

Preservation

Fulfillment & Linking

Resource & Metadata Mgmt.

Selection

Primo

Unified Discovery

Unified Management

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Unified Resource Framework

AlmaPrimo

Unified Discovery

Unified Management

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Competitor Customers Moved to Alma

Manchester University – Talis Sheffield University – Talis Free University Bolzano – OCLC/Bond Salford University – Talis Kingston University – Talis University of York – Sirsi Dynix Swinburne – Sirsi Dynix Imperial College – Sirsi Dynix Novo Nordisk – Sirsi Dynix BIG Switzerland – VTLS Boston University – III Millennium Northeastern University - III Millennium University of Manitoba – Sirsi Dynix Emory University – Sirsi Dynix North Dakota State – Sirsi Dynix Binghampton University – III Millennium Orbis Cascade Consortium – 35 III Millennium systems

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Thank You!