This dashboard brings together data, trends, news, and other resources from Library Technology Guides describing the organization,
its executive leadership, personnel employed, business history, as well as related features and news articles.
Ex Libris is part of Clarivate, a publicly owned company.
Mergers and Acquisitions
[Data source: statistics supplied for the annual Library Systems Report or from public information]
Documents or articles featuring Ex Libris
Breeding, Marshall. Open Systems in the age of Library Services Platforms: Meeting expectations for interoperability and extensibility.
March 2022. Library Technology Guides.
Open systems allow organizations to gain access to data and to create new functionality beyond what is directly delivered in an application. Libraries expect their systems to come with robust functionality accessed via the built-in user interfaces. Beyond these user interfaces, most organizations also need to move data in and out of their applications through automated scripts or through real-time interactions with other systems. Application Programming Interfaces, or APIs, are the technical mechanism expected in modern software applications to enable interoperability, access to data, and to support the creation of scripts or modules to perform related functions.
Breeding, Marshall. New President at Ex Libris.
January 2021. Smart Libraries Newsletter.
ProQuest has named Oded Scharfstein the new president of Ex Libris, effective January 2021. He will succeed Bar Veinstein. Ex Libris has been a portfolio company of ProQuest since October 2015.
Breeding, Marshall. Smart Libraries Q&A: Impact of annual price increases for subscriptions.
January 2021. Smart Libraries Newsletter.
With the current ILS market constricting into only a few players for academic libraries, how sustainable for a long-term strategy is the current subscription pricing model of 5% annual increases? Especially when a library's ILS consumes a large block of operations budgets, which don't grow at that pace, if at all. Libraries can cut serials and book budgets, but there is little flexibility for an ILS. You either have one or you don't. Do you see a potential “crash” where the same libraries who migrated to Alma or World- Share a few years ago are forced to migrate to open source systems, given the projected declines in higher education in general? Also, what do you recommend as an appropriate ratio between the annual cost of a library's inventory management system and the annual cost of a library's inventory to use as a determining factor of when to jump away from a particular ILS?
Breeding, Marshall. Ex Libris Acquires RapidILL.
August 2019. Smart Libraries Newsletter.
In a move that expands its exiting involvement in resource sharing for academic libraries, Ex Libris has acquired RapidILL from Colorado State University. This acquisition expands the company's existing strategy to develop resource sharing products based on its Alma library services platform. RapidILL will continue as a service available to all libraries regardless of the automation systems used. Ex Libris and Colorado State University position this acquisition as an opportunity for RapidILL to see faster software development and to expand its presence globally.
Breeding, Marshall. ProQuest and Ex Libris Reorganize Latin American Operations.
February 2019. Smart Libraries Newsletter.
ProQuest and Ex Libris have reorganized and consolidated their operations in Latin America. This move is consistent with a longstanding strategy where Ex Libris has steadily shifted away from working through distributors for sales and support in specific regions to direct operations through wholly owned offices or subsidiaries. It also reflects a growing integration between ProQuest and its Ex Libris subsidiary.
Breeding, Marshall. New Leadership for ProQuest and Ex Libris.
July 2017. Smart Libraries Newsletter.
The board of directors of ProQuest has announced that Matti Shem Tov, President of Ex Libris, will assume leadership of the entire ProQuest organization, succeeding current CEO Kurt Sanford. This change comes a year and 4 months after the acquisition of Ex Libris, a move that significantly expanded the position of ProQuest as a content, services, and technology company for libraries. This move represents an interesting change in ProQuest where the top leadership comes from the technology sphere rather than the publishing industry.
Breeding, Marshall. ProQuest to Acquire Ex Libris.
November 2015. Smart Libraries Newsletter.
In a move that alters the business dynamics of the library technology sector, ProQuest has announced that it will acquire Ex Libris in a deal expected to close later in 2015. Ex Libris, under the ownership of Golden Gate Capital since November 2012, will become a wholly owned business of ProQuest. This merger significantly extends ProQuest's offerings of technology-based workflow and resource management tools and places a broader portfolio of products under the responsibility of Ex Libris. While this merger represents a major step in the evolution of the industry, it is not anticipated to compromise the availability of current product offerings. Longer-term product strategies will be developed over time in collaboration with the company's customer base.
Breeding, Marshall. Shared Infrastructure Projects Gain Momentum.
September 2015. Smart Libraries Newsletter.
Recent months have seen a number of announcements of large consortia or library systems that have chosen to implement library services platforms in a shared configuration. Ex Libris Alma has emerged as the leading product in this sector, with Innovative's Sierra, OCLC WorldShare Management Services and ProQuest Intota also represented.
Breeding, Marshall. Ex Libris Acquires oMbeil, Introduces Leganto.
June 2015. Smart Libraries Newsletter.
Ex Libris has made an incremental step in expansion beyond the library technology arena, acquiring oMbeil, a company based in the United Kingdom known for campusM, a mobile and portal platform that enables institutions to provide a variety of services to students via a hosted, software-as-a-service platform optimized for mobile devices. This acquisition does not involve further consolidation in the library technology industry, but reflects the increase dominance of mobile access and the interest of Ex Libris in serving the broader campus environment.
Breeding, Marshall. Crossing the Threshold: Boston College Places Alma into Production.
August 2012. Smart Libraries Newsletter.
On July 2, 2012, the Thomas P. O'Neill, Jr. Library of Boston College became the first to place Alma, the library services platform created by Ex Libris, into production use. The library migrated from an Aleph system in place since 2000. Boston College had been working with Ex Libris since mid-2009 as a development partner, testing each incremental release of the software, and providing constructive feedback. The library is a member of the Association of Research Libraries, with a staff numbering around 120, and a collection of 3.5 million volumes.
Breeding, Marshall. Ex Libris: Alma, Aleph, and Primo.
March 2012. Smart Libraries Newsletter.
Ex Libris has made progress across multiple products. There have been developments with Alma, its new unified resource management platform, Aleph, one of its integrated library systems, and with its Primo discovery product.
. Ex Libris announces the cloud-based Alma Library Management Service.
January 6, 2011. .
Ex Libris announced that the company’s next-generation library management solution has been named Ex Libris Alma. Harnessing the Unified Resource Management (URM) framework, Alma supports the entire range of library operations—selection, acquisition, metadata management, digitization, and fulfillment—for all library materials, regardless of their format or location. The Ex Libris Alma solution accelerates libraries' move toward next-generation services by consolidating, optimizing, and extending library workflows. Alma consolidates the disparate systems used by today’s libraries to manage print, electronic, and digital resources. Alma’s cloud infrastructure helps libraries improve their operational efficiency through data sharing and collaboration. As a result, libraries can focus their resources on extending services within and outside the institution and on supporting the institution’s teaching and research missions. The general release of the Alma solution is scheduled for early 2012.
April 27, 2022.
Hungary's top technical university chooses Ex Libris RapidILL interlibrary loan services.
Ex Libris, part of Clarivate, is pleased to announce that Budapest University of Technology and Economics has become the first institution in eastern Europe to adopt the dynamic, community-oriented Ex Libris RapidILL interlibrary loan service. BME is the most prominent technical university in Hungary, with a research focus on priority areas such as sustainable energy, vehicle technology, transport and logistics, biotechnology, health and environment protection, intelligent environment and e-technologies, and nanophysics, nanotechnology and materials science. The BME library is highly specialized to meet the unique needs of the faculty and students.
March 8, 2022.
Die Kantonsbibliothek Graubünden führt als erste Bibliothek der Schweiz die Ex Libris Library Mobile App ein.
Ex Libris, Part of Clarivate, freut sich bekannt zu geben, dass die Kantonsbibliothek Graubünden und ihr aus 21 weiteren Bibliotheken bestehender Bibliotheksverbund die Ex Libris Library Mobile App, powered by campusM, als ihre Bibliotheks-App ausgewählt hat. Die Kantonsbibliothek und der Bibliotheksverbund werden diese neue mobile Anwendung nutzen, um die Bindung der Nutzer:innen an die Bibliothek zu erhöhen und Zugang zu kuratierten Inhalten, Veranstaltungsinformationen, Blitzumfragen und Push-Benachrichtigungen zu bieten, die exakt auf die Interessen und spezifischen Bedürfnisse der Nutzer:innen zugeschnitten sind. Die Library Mobile App personalisiert Inhalte und zeigt aktuelle und relevante Bibliotheksinformationen auf.
December 1, 2021.
Ex Libris Esploro solution now integrated with ORCID to help researchers showcase their work effectively and consistently.
Ex Libris announced the integration of the Ex Libris Esploro research information management solution and ORCID services. ORCID is a leading global, not-for-profit organization that uniquely identifies researchers and links them to their contributions. The integration now enables scholars to seamlessly share their ORCID iD with Esploro in order to strengthen the accuracy of their profiles and facilitate the tracking of their publications. Through this integration, Esploro and ORCID profiles are updated bidirectionally. Profile information includes, for example, education, affiliation, and a list of publications. Connecting scholars to their work is vitally important for making research outputs easily discoverable and also helps improve the accuracy of researchers' profiles.
November 30, 2021.
Stockholm School of Economics selects Ex Libris Esploro.
Ex Libris, a ProQuest company, announced that the Stockholm School of Economics, one of Europe's leading business schools, has chosen the Ex Libris Esploro current research information management system (CRIS) to increase research impact, make SSE's research publications more accessible, and render scholarly communication more efficient.
November 1, 2021.
Charles University is first Czech Institution to adopt Ex Libris Alma Library Services and Primo Discovery.
Ex Libris, a ProQuest company, is pleased to announce that Charles University—a prominent research university based in Prague—is the first institution in the Czech Republic to select the Ex Libris Alma library services platform and Primo discovery solution. All of the CU library services will be unified under the Alma platform, which will replace the school's previous library products, and integrated with Primo discovery.
Dec 04, 2019 ProQuest Acquires Innovative Interfaces In a move that further consolidates the library technology industry, Ex Libris has entered into a definitive agreement to acquire Innovative Interfaces, Inc. from its private equity investors. Since December 2015, Ex Libris has been owned by ProQuest. In addition to its role as a major content provider to libraries, ProQuest is now responsible for a growing portfolio of library technology products, including major systems for resource management, content discovery, materials acquisition, reading list integration, and research services. While ProQuest faces major competition for each of its product categories, this move substantially strengthens its position in the sector and broadens its scope to include public libraries.
May 17, 2019 Atairos makes investment in ProQuest ProQuest and Atairos, an independent private company focused on supporting growth-oriented businesses, announced that Atairos will acquire an ownership position in ProQuest. ProQuest will use the proceeds from the transaction to repurchase most of the shares owned by entities affiliated with the Merchant Banking Division of Goldman Sachs, which will retain a minority interest in the Company. Cambridge Information Group will maintain its majority ownership of ProQuest. CIG has been the majority owner of ProQuest since 2007, overseeing a period of growth through new product innovation and strategic acquisitions that have helped ProQuest customers respond to changing environments.
Dec 15, 2015 Ex Libris acquired by ProQuest ProQuest, an information solutions provider central to global research, has completed its acquisition of Ex Libris Group, a leading global provider of cloud‑based solutions for higher education.
Apr 30, 2015 Ex Libris acquires oMbiel, a leading provider of mobile campus solutions Ex Libris has expanded its product portfolio by acquiring oMbiel, a leading UK-based SaaS platform provider of mobile and portal solutions for higher education. campusM, oMbiel’s flagship product, enables educational institutions to deliver services and information to prospective, enrolled, and graduating students, as well as other campus audiences, through a high-quality user experience. Mobile access to information and services as provided by campusM is now a basic expectation of users, particularly the new generation of mobile-first students.
Oct 16, 2012 Golden Gate Capital acquires Ex Libris from Leeds Equity Partners for $300 million Golden Gate Capital, a prominent San Francisco-based private equity firm with $12 billion in capital under management, has entered into an agreement to acquire Ex Libris from its current owner, Leeds Equity Partners.
Feb 08, 2010 Ex Libris acquires Fujitsu Services A/S library division Ex Libris acquires the Fujitsu Services A/S library division--the exclusive distributor of Ex Libris products in Denmark and Sweden--and the assumption of all interaction with the Company’s approximately 200 customer institutions in these countries. The newly opened Ex Libris Scandinavia office is part of the continually expanding Ex Libris worldwide organization.
Aug 05, 2008 Leeds Equity Partners acquires Ex Libris Group Ex Libris Group announced that Leeds Equity Partners, the largest fund focused exclusively on investing in knowledge industry companies, has completed the acquisition of the Ex Libris Group. Silver Point Capital L.P. provided acquisition financing for Ex Libris. Value of transaction estimated at $170 million.
Nov 21, 2006 Francisco Partners acquires Endeavor Information Systems from Elsevier The Ex Libris Group, a leading worldwide developer and provider of high-performance applications for libraries and information centers, today announced that it has entered into a definitive agreement with Francisco Partners, one of the world's largest technology-focused private equity funds, for the acquisition of 100% of the Company's shares. This acquisition will enable Ex Libris to continue expanding its geographical reach and explore acquisition opportunities for complementary products in the library automation and e-resource markets.
Jun 26, 2006 Francisco Partners acquires Ex Libris for $62 million Francisco Partners, a private equity firm based in Menlo Park, CA with about $5 billion under management, purchased 100% of Ex Libris Group. Previous owners included venture capital firms Walden Israel and Tamar Technologies; the Hebrew University of Jerusalem, and current and former company executives.
Aug 2005 Azriel Morag retires from Ex Libris Azriel Morag retires from Ex Libris, selling his interest in the company.
May 11, 2003 Matti Shem Tov appointed President and Chief Executive Officer of Ex Libris Ex Libris Ltd. announced that Matti Shem Tov will be heading the expanding global operations of the company as its new president and CEO, effective immediately.
Jan 28, 2002 Ehud Arad steps down as President of Ex Libris Ex Libris Ltd. announced that Ehud Arad, President is stepping down. Mr. Arad was a founder of the company and the year just completed, year 2001, was a year in which Ex Libris, on a worldwide basis, made substantial achievements, and serves as a an excellent conclusion to Mr. Arad's leadership of Ex Libris.
Apr 2000 Elsevier Science acquires Endeavor Information Systems In April 2000, the founders of Endeavor Information Systtems sold the company to Elsevier Science, an Amsterdam-based multinational publisher of scientific scholarly literature.
1999 Walden Israel and Tamar Ventures invest in Ex Libris Group Two Israel-based VC firms, Walden Israel and Tamar Ventures, invested a total of $4 million in the company. This investment provided the two firms seats on the Ex Libris board of directors.
Jul 1997 Ex Libris acquires Dabis, a German company offering the BIS library automation system Ex Libris acquired the German company Dabis, which had a three hundred-library customer base using its BIS system.
1996 Company reorganized as Ex Libris group The company reorganizes as Ex Libris Group, which stood as the parent company for a growing number of subsidiaries and distributors around the globe.
1995 Yissum Aleph and Ex Libris, Ltd. merge into a single company Yissum Aleph, owned by Hebrew University of Jerusalem and Ex Libris, Ltd., owned by Morag, merge, taking the Ex Libris identity.
Nov 14, 1994 Endeavor Information Systems founded Endeavor Information Systems, Inc., came into existence in November 1994, when it acquired the Voyager Library Series from MARCorp. Endeavor provided support for the existing version of Voyager, but the company immediately began the creation of a new client/server system of its own design.
1986 Ex Libris, Ltd. founded Ex Libris, Ltd., was formed in 1986 to market and support the software outside of Israel, allowing Aleph Yissum to focus on the software development and to support its use by Israel-based libraries.
1983 Aleph Yissum founded to commercialize ALEPH Yissum, the technology transfer department of Hebrew University of Jerusalem, hires Azriel Morag to commercialize the ALEPH software, launching a new company called Aleph Yissum.
1980 ALEPH software created at the Hebrew University of Jerusalem Ex Libris began in 1980 as an effort to create software to automate the libraries of HUJ. Its software, Automated Library Expandable Program or ALEPH-100
[Data source: text supplied for the annual Library Systems Report]
2021 Ex Libris Accomplishments Narrative
In 2021, Ex Libris has maintained the same pace of innovation, enhanced products and worked tirelessly on improving customer experiences.
In spite of the continued challenges faced by the continuing global pandemic, Alma has continued to grow and expand with now more than 2,200 customers. After adding a number of new customers in new geographic areas, our global reach has now extended to 46 countries.
The Alma development team did not let up on their efforts to provide customers with new and important developments. As in previous years, there 2021 saw twelve monthly releases with more than 350 new features added over the year!
Alma Digital and Controlled Digital Lending (CDL)
Ex Libris, together with the user community, has formed an advisory group to help guide the development of new features and capabilities within its fully integrated suite of cloud-based solutions to support CDL in an ethical and responsible manner. The goal is to give libraries the flexibility to implement this model in a way that best suits their needs.
Users of Alma Digital now have features and functionality to support controlled digital lending when managing course resources owned by their institution. The waitlist management feature helps academic libraries control the circulation of digitized textbooks and other course materials to conform with their institution’s CDL policies.
New Cloud Apps
In 2020 we saw the development of Cloud Apps an open framework which allows developers to write apps that run inside Ex Libris higher education products. 2021 saw the growth of this initiative with more than 40 Cloud Apps created. To date, close to 600 institutions have activated Cloud Apps with ~6,000 activations by staff members.
New Layout and Metadata Editor
2021 saw the continuation of the rollout of a new layout for Alma together with a redesigned and streamlines Metadata Editor. This initiative is a result of cooperation with Alma working groups and response to wider community feedback. The new features in the user interface layout and Metadata Editor help facilitate a smoother and more efficient, user-friendly interaction with Alma while providing more control over the Alma menu layout and navigation options.
Enhanced UX for Repository Search
The Repository Search is evolving and significantly improving the staff user’s experience in many ways. This evolution is based on new UI concepts that bring greater efficiency to processes, making them faster and simpler. The new streamlined workflows save time and improve productivity, with better management and search performance across the Alma platform. In 2021 the first type of new and improved search was introduced with more coming out in 2022.
In 2021 Ex Libris started a new initiative to give more independence to libraries within an institution. While Alma supports a number of main organization levels, Ex Libris recognizes the need for some libraries to be able to operate independently from other libraries within the institutions. To this end, several enhancements were introduced in 2021 and more will be added during 2022.
The Esploro research information management solution continues to grow, with 37 institutions that are now part of the Esploro community.
Key achievements and millstones in 2021:
Launched the new Esploro research portal, providing customers an easy & powerful way to showcase their research outputs and their researchers’ profiles.
Improved Expert Finder capabilities.
Enriched the Esploro research repository, unifying all research output and data in one place, with flexible data models to support all asset types and all disciplines.
Enhanced "Smart harvesting AI" technology, using advanced algorithms for author matching and disambiguation from the Ex Libris Central Discovery Index (CDI).
Automatic creation and updating of researcher profiles on the institution’s research portal.
New partnerships with ORCID, DataCite, Knowledge Unlatched (Oable), Cayuse and more to enrich the researcher profile and the research data.
Extended analytics and reporting capabilities to measure research impact across universities, units, and researchers.
New and exciting capabilities are planned for 2022. Coupled with Clarivate’s vast research data and analytics offering, Esploro is set to deliver academic libraries and research offices with a comprehensive Research Information Management offering.
By the end of 2021 we had 275 Leganto institutions in 34 countries. 43 institutions joined in 2021, including the first institutions in Mexico, Korea, Taiwan, Luxembourg, and Costa Rica. The list of new institutions includes the University of Pennsylvania, University of California Los Angeles (UCLA), and University of Iowa in the US; Queen’s University and University of Victoria in Canada; Australian National University; and University of Toulouse and University of Lille in France. We now serve seven of the top 20 universities, worldwide.
The usage of Leganto went up significantly, across and within institutions. In 2021 alone, Leganto almost 2M unique, active students used Leganto to access their course resources in at least one of their courses.
Leganto highlights in 2021:
40 institutions went live.
Almost 2M unique, active students accessed their course materials through Leganto for at least one of their courses
171 product enhancements added, 25 of which were suggested by the community.
• Introduced features that support active learning—Social Reading and Read & Respond assignments. Students and instructors can now use Leganto to interact with each other by annotating course resources as part of an assignment or as a group discussion.
Implemented LTI 1.3 for a tighter and bi-directional integration with the learning management system. With LTI 1.3 we could develop the option for instructors to pick relevant citations and embedded them in the LMS page, among other things.
Implemented improvements of the instructor experience, such as a clearer and more streamlined way for adding materials.
Upgraded the accessibility of the system.
Increased efficiencies for the library, including automated status changes, improved bulk operations, and reminder emails.
The discovery component our market-leading unified library platform remains the most robust, customizable, and valuable solution for libraries. Growth over the past year delivers more opportunities for patrons and libraries than ever before.
The 2021 Primo highlights begin with some numbers and facts: 138 existing Primo and Alma customers upgraded higher-education platform version of Primo with Alma (Primo VE) to deliver significant efficiencies to both librarians and patrons, and all Primo libraries are now live with the Central Discovery Index (CDI).
We added and enhanced many features in 2021. Here are some highlights:
User experience and convenience
Quicklinks – one-click to full text access
Show journal coverage dates in Primo Brief Results Page
Allow users to increase the number of results per page
Offer autocomplete based on a user’s recent searches
Diversity, equity and inclusion (DEI) – New option to hide offensive subject terms
Support representation for records catalogued as Austlang, micro languages and non-ISO-639 languages
Enhancements to the single activation process from Alma/SFX to CDI
Enhance "Primo to Primo" searching between institutions
2021 was another great year for RapidILL. Over the year, we continued to grow the international community in RapidILL which resulted in an increase in fulfillment rate as well as even shorter delivery times due to the product time zone awareness feature. A lot of focus and development were invested in making the ongoing holdings loads for non-Alma customers easier and less error prone.
RapidILL focus areas in 2021 included:
RapidILL serving as the Rapido document delivery platform.
Increasing automation in the holdings load process – for both Alma and non-Alma.
Continuing the tight integration with ILLiad.
Expanding RapidILL’s international reach, new pods and new features for the RapidILL standalone user interface
Rapido was developed together with a group of development partners on the Ex Libris higher ed cloud platform and was announced generally available in June of 2021 after a few successful go lives.
During 2021 we completed our development program and launched an EA program which was concluded by end of year. We continue seeing great demand for the product from customers looking to replace their current solutions and were nominated a " One to Watch" Charleston Advisor Readers’ Choice award.
Rapido has a unique value proposition which handles the full discovery to delivery process instead of providing a point solution for resource sharing staff. This is the key differentiator which is a big part of the decision to buy the product. For staff, the solution automates and simplifies the borrowing and lending processes, thereby helping staff manage a high volume of requests efficiently.
Rapido product focus areas in 2021 included:
Further investment in the Rapido discovery services for an intuitive experience for patrons – including advanced display logic rules, improvements to the patron library card and more
A new automated workflow for document delivery(providing scanned material to your own students)
Additional copyright functionalities – such as blocking requests submitted by the same use over a period of time, blocking requests for more than 1 article from a user and more
Rapido integrations with other broker tools including reshare, ILLiad and RapidR
Advanced analytics capabilities – new reports and new measures
Design for our support of Control Digital lending as well as ebook lending
Rosetta is an end-to-end digital asset management and preservation solution for libraries, archives, museums and other institutions. Rosetta enables the safe and secure collection, management, and delivery of all types of digital information, ensuring its preservation for generations to come. Rosetta is offered either on-premise or hosted at Ex Libris secure data centers.
Facilitate error handling by filtering of all submission packages by errors and support running bulk actions accordingly.
Automated Bagit submissions are now supported via Rosetta’s scheduled submission jobs, in addition to previous option of one-time Bagit submissions.
Rosetta dashboard can be personalized so each user can select the initial reports they would like to view on the entry page
REST APIs are now available at Ex Libris’ Developers’ Network portal, including many more services, soon to completely replace the existing SOAP services.
Finalized design of structural IEs with user community and kickoff development
Rosetta being offered as a hosted solution on Ex Libris secure data centers, in addition to on-premise installation
Summon remains a leading discovery service and experienced significant success in 2021. The 2021 growth of Summon community was matches by sustained development, as some of the most significant Summon enhancements were made available to customers in recent years.
Several of the more notable developments made available in 2021, that deliver immediate value to customers, include:
New Summon Experience – a refreshed UI with optimized usability
Quicklinks – one-click to full text access
Enhanced integration of Sierra via Summon
Improved backend management tools for Topic Explorer and Database Recommender
User experience improvements – such as separate facets for books & ebooks, “Did You Mean” enhancements, better accessibility, and citation export to APA 7th Edition