EPUG-UKI Analytics Day – Tuesday 17th April 2018


Step 1 – where to start

Step 2 – what are some common problems we all face; what are some examples of good practice

Step 3 – Getting into the details – looking at specific reports from start to finish – provided by customer use cases.

Step 4 – sharing and working together



09:00 -09:05 – Brief introduction about who is who and how the day came about (5 mins) (Alex)

09:05-10:30 –  overview of key functionality/tools (Jacobijn)

Making reports, filters, Dashboards, combining two subject areas, no results

Coffee 10:30-10:45


10:45-11:00 – Review of the first session – any topics which need followed up.




Lightning show and tell session led by Jacobijn and John.

1.      Brief explanation of SIWG and UK wide shared industry reports – why we’re not covering SCONUL! (Alex)

2.      General discussion about how everybody is working with analytics – good and bad (Group)

3.      Specific successes – please be willing to share some examples….

4.      Specific frustrations – please be willing to share some examples….


11:45-12:30 – Start looking at specific problems in detail from 4 above



Lunch 12:30-13:30

13:30-15:30 – Case studies workshops  (Coffee 14:30-14:45)

·               Expenditure/Commitment reporting for physical and e copies, including date ranges  (Jacobijn)

·               Order to shelf/available reporting (John)

·               Review of e-resource orders (John)


15:30-16:00  – Review of day and next steps. How do we share?  How to work on SCONUL to get to a definitive version (if achievable)…can we take names of people who would be interested in working together on this (Alex)



EPUG-UKI AGM Registration

Register for the AGM on 16th April 2018

(Please note, if you are also attending the Summon or Analytics days you will need to register separately.)

The draft Agenda for the AGM is as follows:

09:00 – 09:30                    Refreshments

09:30 – 10:00                    Committee Update

10:00 – 10:30                    Discussion on Ideas Exchange and NERS

10:30 – 11:00                    Esploro: a view from a development partner (University of Sheffield)

11:00 – 11:15                    Refreshment Break

11:15 – 11:45                    Ex Libris on GDPR

11:45 – 12:45                    Ex Libris Q&A

12:45 – 13:30                    Lunch

13:30 – 14:30                    Leganto: migration, implementation and workflows at Universities of Newcastle and Edinburgh

14:30 – 14:45                    Refreshment Break

14:45 – 16:30                    Parallel Sessions – product focussed general discussion

Primo (Auditorium)

Alma (Bronte Room)

Leganto (Elliot Room)

Register to attend the AGM on 16th April 2018

EPUG-UKI 2018 dates for your diary

Monday April  16thAnnual General Meeting (AGM) – British Library, London
Tuesday April 17thAnalytics day / Summon day – British Library, London
Wednesday April 18thCommunity Zone day – University of East London

Full details of the four events will be available soon.

Community Zone day – The day is for up to ~20 customers, suppliers and ExLibris to discuss CZ usage. The morning will cover some case studies followed by a discussion on ways forward for using CZ. How are you currently using CZ to manage your electronic resources? Can you share a use case?  Please get in touch if you are interested in attending.

Analytics day  –  For people who sign up we will be asking for use cases before the event so that we can look at practical examples. Please start thinking about what you’d like to cover.  The day will mainly be for Alma/Primo/Leganto analytics  but if there is interest in running sessions for other products please get in touch.

email:  EPUG-UKI Secretary


Autumn Conference – registration and agenda.

Booking for our Autumn conference is now open at the Eventbrite site – click on the link to the right of this post.

This year’s conference will be in Manchester on Monday 16th and Tuesday 17th of October, and we are really looking forward to seeing you all there.

We have a draft agenda which you can see from the link below. Please bear in mind this is draft at this stage and subject to some change, but many of the main sessions are confirmed.

You will see from the agenda that on the first day we have the regular support update from Martin Buscher, but we have asked if it is possible to submit some support related questions in advance for Martin and his team. Therefore if you do have questions, we would be very grateful if you could send them on to any member of the Committee well in advance.

Also, a list of nearby hotels are provided below as a starting point.

Autumn Draft Agenda

Nearby hotels


Primo Back Office Day – Agenda

The Primo Back Office Day is now fast approaching, and I am very much looking forward to what is promising to be a very busy and exciting day.

Many thanks to all the volunteers who will be leading on the sessions.

Please find here the agenda for the day, with many sessions running in Parallel.

We will however, try and setup a video camera and record the sessions, so you can always catch up with missed sessions once they are uploaded

The event will be taking place at the Senate House Library

You may also wish to arrange accessing your Primo Back Office off campus if you have not already done so.

There is a presenter PC with guest login from which you can run a Remote Desktop session, if your institution will allow it.

Alternatively, presenters can plug in their laptops using HDMI or VGA.

There is also guest access to WiFi.

It is advised that presenters have a backup plan (i.e. screenshots), should we encounter any technical difficulties.


For any further enquiries please do get in touch.

See you all next week.


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Primo Back Office Day – June 21st

Amin Hussain and the rest of the EPUG committee have been organising the Primo ‘back office’ workshop day on June 21st at Senate House in London.

The day will focus on short presentations and hands on workshops from different institutions, and the format will be very informal. A list of the sessions can be found here.

Ex Libris will also be on hand, both to provide the usual updates and roadmap, but also to answer technical queries.

There are still a few places left and you can book your place here. Lunch will be provided.

Feedback from members suggested that the Primo back office was something institutions felt they need some help with, so we hope that the event  is a success and thanks to Amin and Peter Kiely for their hard work organising the day.

The EPUG comittee’s busy day in Oxford

Back in slightly snowy January, the EPUG-UKI Committee met up in Oxford to plan the forthcoming conferences and meetings in 2017. Sara Burnell, our treasurer, had kindly arranged to host us out in Osney Mead, and despite the weather, we all made it.

Usually, the committee will organise conferences via telephone calls and e-mails, but we do try to have an annual face to face meeting which really helps organise events in more detail, and look at other issues we need to address. This was actually only our second meeting – having met a couple of years ago up in Newcastle.
We started off by looking at the feedback we received following the Autumn conference – thanks to everyone who took the time to fill in a feedback form, it really helps in planning future sessions and picking up on points of administration or organisation which we can improve on. Some of the points in the feedback included:

• Demand for sessions on Primo BO
• Demand for module related sessions – Fulfillment, Resource Mgt, etc.
• Presenters should be formally introduced and chaired
• Could questions be submitted in advance?
• “Too much Ex Libris”
• Service update is too long
• Double sided badges!

So quite a bit to think about, and we have already started working on planning a ‘Primo Back Office’ training day – 21st June at Senate House – more details soon.
After lunch we focused on content for the forthcoming AGM and conference in the Autumn which will be held in Manchester. It was useful to have the feedback from the last Autumn meeting as this allowed us to try to pencil in sessions which will hopefully meet some of the comments above. In particular, for the 2 day conference in Manchester, we will be trying to build strands around the Alma modules, analytics and hopefully something around Alma and Summon.

The highlight of the day was definitely a tour around the Bodleian libraries, organised by Sara. We were able to visit the Radcliffe Camera, crossing via the underground Gladstone tunnel. We also peaked into Duke Humphrey’s library, which was used in the filming of Harry Potter.

Back on the train to Newcastle, I had time to reflect on how much I have really enjoyed being Secretary of the group, and will miss the involvement come the Autumn when my term ends.

Paula Fitzpatrick –  EPUG Secretary/Library Systems Manager at The University of Newcastle