Library Technology Guides

Company Directory

Ex Libris

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.

Connect to the Ex Libris website

1350 E Touhy Avenue Suite 200 E
Des Plaines, Illinois 60018
United States
Phone: 847-296-2200
Web site:

Resource Management Products (ILS or LSP)

Executive Leadership

photo of Oded Scharfstein
Oded Scharfstein
photo of Dvir  Hoffman
Dvir Hoffman
Corporate Vice President, Resource Management Solutions
photo of Yaniv Cohen
Yaniv Cohen
Corporate Vice President, Global Professional Services
photo of Shlomi Kringel
Shlomi Kringel
Corporate Vice President for Learning and Research Solutions
photo of Ofer Mosseri
Ofer Mosseri
Corporate Vice President and General Manager EMEA
photo of Ido  Peled
Ido Peled
Corporate Vice President, Mobile Campus Solutions
photo of Barak Rozenblat
Barak Rozenblat
Vice President for Cloud Services at Ex Libris
photo of Yaniv Alus
Yaniv Alus
Vice PResident Finance
photo of Jane Burke
Jane Burke
Vice President for Customer Success
photo of Eric Hines
Eric Hines
President, North America
photo of Omri Gerson
Omri Gerson
Vice President for Development, Platform and Technologies
photo of Sarit  Olamy
Sarit Olamy
Vice President, Human Resources
photo of Tammy Shomron-Vinograd
Tammy Shomron-Vinograd
Vice President, Business Operations

Company Ownership

Ex Libris is a wholly owned subsidiary of ProQuest, which is owned by Cambridge Information Group and Goldman Sachs.

Mergers and Acquisitions

Mergers and Acquisitions for Ex Libris

Personnel employed

[Data source: statistics supplied for the annual Library Systems Report or from public information]

Ex Libris 201928346415380980
Ex Libris 201826844614075930
Ex Libris 20173413051255212835
Ex Libris 20163273041255222830
Ex Libris 2015229255705011615
Ex Libris 2014208234654711565
Ex Libris 2013194222604614536
Ex Libris 2012189222534612522
Ex Libris 2011170231544413512
Ex Libris 2010174223533816504
Ex Libris 2009165206523212467
Ex Libris 2008161198553419467
Ex Libris 20071291875349418
Ex Libris 2006127160424618393
Ex Libris 20055793392349261
Ex Libris 20045082372242233
Ex Libris 200358913432215
Ex Libris 200251110241110206

Documents or articles featuring Ex Libris

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.

Breeding, Marshall. Ex Libris Marks Progress in Developing URM. January 2011. Smart Libraries Newsletter. Ex Libris continues to make progress on the development of its next-generation library management platform called Unified Resource Management, or URM. This product, which was developed as the company's long-term strategic library automation platform, continues in the research and development stage, with expected release at the beginning of 2012. Although the product is still some time away from general availability, it has progressed from the proof-of-concept prototypes to a functional model. Though preliminary, some versions have been made available to development partner libraries for testing and assessment

Breeding, Marshall. Ex Libris Launches New Product for Digital Preservation. December 2008. Smart Libraries Newsletter. As libraries become more involved in managing digital content, long-term digital preservation has become a crucial issue. While it is challenging enough to develop digital collections that fit within systems providing convenient access to library users, it’s even more difficult to implement processes that guarantee long-term preservation of these materials. Libraries play an important role in ensuring that future generations have access to the artifacts of our cultural heritage. Books, manuscripts, and other physical media have been preserved within libraries for centuries, but in recent years, a tremendous volume of information has been transferred into digital formats. Much of the new work produced today is created digitally. The ever-increasing volume of digital content managed by libraries is creating a need for trusted digital repositories that provide confidence for long term preservation. In a major advancement in the digital preservation arena, the National Library of New Zealand, Ex Libris, and Sun Microsystems have developed a commercial product that addresses much needed requirements for long-term preservation of digital collections.

Breeding, Marshall. Ex Libris Sets Strategic Course on Open Systems. August 2008. Smart Libraries Newsletter. Ex Libris specializes in automation products, primarily aimed at academic and research libraries, and has a large base of customer libraries throughout the world. In June 2008, Ex Libris announced that it had launched what it calls an "open-platform program" formalizing and expanding its commitment to deliver its products and services in a more transparent approach.

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News Announcements

January 14, 2021. Putting its digital strategy into action, the University of Stirling chooses Ex Libris campusM Mobile App and Web Portal. Ex Libris, a ProQuest company, announced that Scotland's University of Stirling has selected the Ex Libris campusM mobile app and web portal as part of the university's digital strategy. Implemented at educational institutions around the world, the campusM platform provides university communities with easy, on-the-go access to personalized services and constantly changing information.

December 15, 2020. Health Careers International (HCI) opts for Ex Libris Alma library services and Primo discovery solution. Ex Libris, a ProQuest company, announced that Health Careers International (HCI) has selected the Ex Libris Alma library services platform and Ex Libris Primo discovery and delivery solution. Health Careers International is an Australian-based company that provides healthcare education and training programs for students who plan careers as healthcare professionals around the world.

December 8, 2020. University of Waikato Launches Ex Libris campusM Mobile App to Boost Communication and Collaboration among Students and Staff. Ex Libris, a ProQuest company, announced that the University of Waikato, located in Hamilton, New Zealand, has launched its WaikatoUni mobile app based on the Ex Libris campusM platform.

December 2, 2020. Alphacrucis College enhances teaching and research capabilities for students and faculty with Ex Libris Alma library platform and Primo discovery solution. Ex Libris, a ProQuest company, is pleased to announce that Alphacrucis College has selected the Ex Libris Alma library services platform along with the Ex Libris Primo discovery solution to streamline the management of library resources and research materials. These systems will replace multiple products.

December 1, 2020. Gettysburg College signs up for Ex Libris Rapido Early Adopter Program to modernize patrons' resource Sharing Experience. Ex Libris, a ProQuest company, announced that Gettysburg College's Musselman Library has elected to become an early adopter of the Ex Libris Rapido™ resource sharing solution, becoming part of the growing Rapido community.

November 24, 2020. UNC Charlotte joins the Ex Libris Rapido early adopter program to transform library services. Ex Libris, a ProQuest company, announced that the University of North Carolina Charlotte has joined the early adopter program of the Ex Libris Rapido resource sharing solution. As a founding member of the Rapido early adopter program, UNC Charlotte's J. Murrey Atkins Library will help shape the way in which the Rapido solution evolves and interoperates with the library ecosystem. Through its participation in the program, the university will gain an even greater understanding of how to maximize its investments in those systems.

November 17, 2020. Oded Scharfstein to Succeed Bar Veinstein as Ex Libris President. Ex Libris, a ProQuest company, announced that Oded Scharfstein will succeed Bar Veinstein as president of Ex Libris. Mr. Veinstein will continue leading Ex Libris until January 2021, and going forward, will serve on the company's advisory board.

November 12, 2020. Southern Cross University launches Ex Libris Esploro Researcher Profiles. Ex Libris, a ProQuest company, announced that Australia's Southern Cross University (SCU) has launched its online Researcher Profiles, powered by the Ex Libris Esploro research information management solution. The Researcher Profiles pages are part of SCU's Esploro-based Research Portal, which showcases research carried out at Southern Cross University and provides access to scholarly outputs.

November 4, 2020. Ex Libris and Kinokuniya join forces to deliver campusM mobile app and web portal for higher-ed institutions in Japan. Ex Libris, a ProQuest company, announced a strategic partnership agreement with Kinokuniya Company Ltd. to promote the Ex Libris campusM mobile app and web portal for institutions of higher education across Japan. As a leading supplier of research and educational resources for academic institutions in Japan, Kinokuniya has been a ProQuest partner for over 40 years, and is now the official Ex Libris campusM partner in Japan.

October 29, 2020. University of the Cumberlands selects Ex Libris Alma and Primo solutions to support rapid growth. Ex Libris, a ProQuest company, announced that University of the Cumberlands has selected the Ex Libris Alma library services platform and Primo for search and discovery.

View All Ex Libris News Announcements

Corporate Chronology

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
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

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.

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

Alma Satisfaction Ratings

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Annual Accomplishments Statements

[Data source: text supplied for the annual Library Systems Report]

2019 Ex Libris Accomplishments Narrative

Ex Libris 2019 Update

2019 has been an important year for Ex Libris. The Ex Libris portfolio has deepened and expanded with significant investments in resource management and academic research solutions. The Ex Libris higher-ed cloud platform is the basis for an expanding suite of solutions that allow academic institutions to reach their strategic goals.


The Alma community continues to grow, with well over 1700 institutions.

We have continued to improve Alma throughout the year with a focus on simplicity, usability, new integrations and working closely with the Alma community to further improve the user experience. This focus will continue in 2020, allowing the Alma community to get the most out of Alma.

2019 Highlights:

Digital Resource Management

In 2019 we saw an leap in the community using Alma as a unified platform, with millions of digital files in more than 100 formats being managed in Alma.

We have continued our focus on expanding Alma functionality for digital resources. A few examples:

  • Streaming video and audio in Alma viewer
  • Block file download
  • Upload files to digital representations from S3
  • Full-text extraction for additional formats
  • Forms now support normalization processes
  • Collection translations


In 2019 we officially released DARA (Data Analysis Recommendation Assistant). DARA automatically suggests the “next best action” for users and institutions, and even guides them through the process. We are proud to say that it has been widely accepted by the Alma community, with over 8000 recommendations acted upon by over 700 institutions.

Integrations and connectivity

In 2019 we added many new integrations with other solutions in the academic ecosystem in order to create a more holistic experience for users and allowing the library to strengthen its impact in the institution.

A few examples:

  • OASIS availability, pricing, and ordering
  • Integration with RapidILL
  • ISO 18626
  • Integrations with additional resource-sharing vendors
  • New APIs and many enhancements to existing APIs

Privacy and Security

As the world continues to focus on users’ privacy and security, Alma was also enhanced to ensure that users’ information and data is safe, for example, through a new identity service.

New Features

Hundreds of new features and enhancement were released in 2019 in the areas of acquisitions, fulfillment and resource sharing, analytics, the Community Zone, administration and infrastructure. Some notable features include:

  • New cost per use and electronic usage analytics subject area
  • Automated fulfillment networks for consortia
  • New online printing and print template management
  • Network shared user management
  • Support for COUNTER 5 – auto reports & manual uploads

Resource sharing

We officially announced our focus on resource sharing with the acquisition of RapidILL in July 2019 and the development of our new resource sharing solution – Rapido. These are discussed further below.


In the course of 2019, we brought the RapidILL team and product into the Ex Libris family. This included opening a new office for the team in Fort Collins, Colorado, relocating the RapidILL servers to the Ex Libris cloud, and moving documentation into our central knowledge base, the Customer Knowledge Center, all while maintaining the team and the very high level of service the team provides to customers.

RapidILL focus areas in 2019 included:

  • Moving servers to the Ex Libris cloud
  • RapidILL integration with Alma
  • Increasing automation in the holdings load process
  • Continuing the tight integration with ILLiad
  • Expanding RapidILL’s international reach


In 2019 we announced that we began the development of Rapido™ , a new solution for resource sharing. Rapido is developed together with a group of development partners on the Ex Libris higher ed cloud platform and will be live by the end of 2020.

The aim of the Rapido solution is to make resource sharing an outstanding experience for patrons and staff. For staff, the solution automates and simplifies the borrowing and lending processes, thereby helping staff manage a high volume of requests efficiently. For patrons, Rapido provides a central location where they can find the materials they need in a frictionless process that provides the item they require as quickly as possible.

Rapido product focus areas include:

  • New discovery services to provide an intuitive and consistent experience for patrons
  • A central holding index which includes what library holds which items and the conditions for lending them
  • Highly automated, unmediated, interlibrary borrowing and lending
  • New staff interface for monitoring and working on resource sharing requests
  • Support for the full spectrum of delivery options in a simple and intuitive manner covering physical, electronic, and digital resources
  • Open solution with a wealth of APIs to integrate with third party systems, including other resource sharing technologies


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.

2019 Highlights:

  • Major upgrade of Solr to SolrCloud, providing high scalability, fault tolerance, and distributed indexing
  • Support for user preferences, including personalized favorites lists and UI customization.
  • Fast-track preservation planning, introducing a simplified wizard for migrating sets of files to a new format


The Esploro research information management solution continued to grow in 2019, with more than 20 institutions that are now part of the Esploro community.

Esploro went live in four institutions during 2019, providing them with:

  • A robust research repository, unifying all research output and data in one place, with flexible data models to support all asset types and all disciplines

  • Smart harvesting of research information from the Ex Libris Central Discovery Index (CDI) as well as from disciplinary indexes, using advanced algorithms for author matching and disambiguation (initial capabilities delivered in 2019, full functionality to be delivered in 2020)

  • Research showcasing via discovery and institutional portals
  • Automatic creation and updating of researcher profiles on the institution’s research portal
  • Powerful repository analytics to measure research impact


In 2019 we were delighted to welcome 39 institutions to the Leganto community, which, by the end of the year, included 166 institutions across 24 countries. No less exciting, we saw Leganto usage rise exponentially, with over 134K unique and active courses served by Leganto in 2019, and over 650K unique students using Leganto to access their course resources.

2019 highlights:

  • 126 product enhancements added
  • Continued improvements of the user experience for all users—instructors, students, and libraries—such as various UI changes; enhanced support of audiovisual recommendations and display; configuration of the citation display; the highlighting of open access materials; further support of harvesting citations from the web, including OER materials and web-based PDFs; and embedded content in Leganto.
  • Increased efficiencies for the library, including citation-related tasks on the librarian’s task list, configuration of automated questions to the list creator to ensure optimal library handling, further streamlining of digitization requests, and enhanced rollover capabilities.
  • Enhanced analytics for both the instructors and the library, including improved support of Google Analytics.
  • Tighter integration with institutional systems; for example, enhanced support of multi-campus environments, mapping of students to courses in Alma, and supporting Moodle Blocks.
  • Further integration options with copyright clearance agencies; for example, enhanced support of the UK CLA Digital Contend Store and non-funded copyright clearance payments through the CCC.


Throughout 2019 we focused our energy in releasing Primo enhancements to help libraries design a superior discovery experience. We further committed to Primo VE development, and now have over 550 customers using Primo VE.

2019 also saw the launch of the Central Discovery Index (CDI).

2019 highlights:

  • UX improvements, such as browse journals by category
  • Contextual relations for material, such as distinguishing between book chapters and book reviews
  • Increased exposure to course and collection materials
  • Voice search assistant
  • Support for all citation formats based on Citation Style Language (CSL)
  • Ongoing search and relevance ranking enhancements


Over the course of the past year we have improved the user experience through new integrations and features while also focusing on the development of the new Central Discovery Index (CDI). In addition, we delivered enhanced analytics, onboarded many new Summon standalone customers, and witnessed more Summon with Alma upgrades.

2019 highlights:

  • Continued enrichment of the Summon Index, along with developing CDI
  • Improved search and exploration with citation trail, related items, and linked data
  • Inclusion of Public Notes, improved facets, visual indicators, and Unpaywall links
  • Enhanced Topic Explorer with increased accuracy, configuration options, and added Oxford University Press
  • Improvements to usage reporting for IEDL and Open Access facets
  • Integration with the Leganto course reading list solution
  • Further integration with Alma and improvements to 360 Client Center and Intota
  • Central Discovery Index (CDI)

    As part of our discovery strategy to meet user and customer expectations in the coming years, we’ve launched the Ex Libris Central Discovery Index (CDI). CDI is a central and unified index, with an upgraded infrastructure, that supports both Summon and Primo.

    CDI is a more robust, comprehensive content index that delivers enhanced discovery, streamlines library management, and provides operational efficiencies. Both Primo and Summon customers benefit from faster update cycles, better capacity for ingest, enhanced ranking algorithms and a separate database to store material relations. CDI further provides opportunities for developing innovative discovery features, leveraging data intelligence to create additional smart services.

    Key benefits of CDI:

    • Increased scalability and an improved infrastructure
      • Expanded content coverage
      • Continuous content enrichment and focus on data quality
      • Continued content neutrality
      • Granular resource types
      • Enhanced performance
    • Enhanced operational efficiencies for customers, content partners and Ex Libris
      • For customers:
        • Single activation to publish content to users
        • Faster content update cycles (including new content)
        • Daily rights update for all customers (electronic holdings)
      • For content partners and Ex Libris:
        • Data delivery and ingestion into one index
        • Streamlined problem resolution
        • Single-system monitoring (Ex Libris)

    Pivot and Research Professional

    Pivot and Research Professional combined serve over 650 of the world’s largest research and most active research institutions with powerful discovery of funding opportunities. The services connect researchers to financial support by leveraging the most comprehensive and editorially curated, global database of sponsored funding opportunities, coupled with scholarly profiles to help match researchers with financial partners and collaborators via one powerful tool.

    The services provide efficient workflows for research development offices as well as powerful insights into funders and current opportunities by making more than 3 million previously awarded grants searchable.

    Pivot is primarily used by institutions in North America and Latin America and is used by more than 66% of institutions with ARL libraries. Research Professional is the marketing leading solution in the United Kingdom, Europe, and Australia. Pivot and Research Professional contain over 74 billion dollars of active funding opportunities from more than 13,000 funders as well as more than 3 million previously awarded grants and a rich database of conferences seeking research papers for publication.

    2019 funding solution highlights:

    • Continued to expand our global coverage of funding and grants – our editorial teams added thousands of new opportunities and hundreds of new funders.
    • Added numerous new features to help research offices manage deadlines, communicate with researchers and streamline other important workflows related to promoting funding opportunities (including a calendar sync option, public groups, powerful profile editorial tools, and ability to embed search result in local webpages)
    • Launched a new public website,, to showcase our global funding and funding policy news service; launched new digital editions of our flagship publications Research Fortnight and Research Europe
    • Added the ability to search across Conferences and Papers (formerly Papers Invited) which is a rich database of curated conferences seeking research papers for publication and presentation


    The RefWorks® reference management service is perfect for institutions that want students and researchers to produce better, more accurate papers. RefWorks simplifies the process of research, collaboration, data organization, and writing by providing an easy-to-use tool for citation, bibliography, and reference management. RefWorks provides round-the-clock support and empowers library administrators to define institutional reference list styles and analyze usage across the institution. RefWorks is used by over 1,600 institutions in 60 countries.

    2019 highlights:

    • Implemented numerous features focused on enhancing and streamlining the user workflow, facilitating research and writing collaboration and strengthening performance.
    • Introduced chat support for admins and end users for fast issue resolution.
    • Launched new marketing tools to help admins support and promote RefWorks at their institution, including YouTube tutorials, an onboarding tool kit and a feature comparison of RefWorks and its competitors.
    • Strengthened the connection with the RefWorks admin and user community via webinars, newsletters, surveys and more.


    campusM provides quick, easy and powerful apps for Higher Education, empowering users to manage their academic, administrative and social activities on campus. campusM is in use in over 100 institutions worldwide, with over 2.6 million active users in 2019 (up 140% from 2018).

    2019 highlights:

    • Roll out of campusM Classroom Attendance, with over 1 million check-ins over two months
    • Development of an enhanced portal interface, giving users the best possible experience on whatever device they are using
    • Launch of Notification Center which allows for even greater flexibility when sending push notifications, including scheduling messages and gathering analysis of app usage
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