Research Professional - Pivot-RP General Release Update & Roadmap Review Eddie Neuwirth - Sr. Director, Product Management
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Research Professional May 2021
Pivot-RP General Release Update & Roadmap Review
Eddie Neuwirth – Sr. Director, Product Management
© 2021 Ex Libris | Confidential & Proprietary
Agenda
• Key Contacts & Resources
• Research Professional Roadmap Update
• Pivot-RP UI Status Update:
• New - General Release Opportunity
• Live Demo
• Additional Details About Trials
• Q&A
© 2021 Ex Libris | Confidential & Proprietary
Dedicated Product Management and Client Services Team
Eddie Neuwirth
Sr Director of Product Management
Client Services
Eddie.Neuwirth@exlibrisgroup.com &
Support
Lotte Krause https://supportcase.exlibrisgroup.com/s/rp
Product Manager,
Research Professional
Lotte.Krause@exlibrisgroup.com Nicky Cooper
EMEA and APAC Sales Director
Nicky.Cooper@exlibrisgroup.com
Saara Santanen
Client Services Rene Logan
Team Leader Sales Manager APAC
Saara.Santanen@exlibrisgroup.com Rene.Logan@exlibrisgroup.com
© 2021 Ex Libris | Confidential & Proprietary
Key Roadmap Goals & Initiatives for 2021
£€$
RP Refactor Pivot-RP New Editorial
Combined UI Tool
• Improved search and • New User Interface • Expanded global
stability coverage
• New features and
• Minor UI improvements functionality • Real-time Updates
• Refreshed Alert • Integration with • Higher throughput
Templates RPNews.com
© 2021 Ex Libris | Confidential & Proprietary
Research Professional Enhancements
Coming Soon - July:
Full width calendar
Improved Magazine
Updated Advanced Search Layouts
© 2021 Ex Libris | Confidential & Proprietary
New Pivot-RP UI
Combined Service Status Update
© 2021 Ex Libris | Confidential & Proprietary
6
Many Customers Taking Advantage of the New User Interface © 2021 Ex Libris | Confidential & Proprietary
Expanded Usage of Core Features
Overall increase in searches coupled with a lower number of support cases
CURATED LISTS EMBEDDED SEARCHES NEWSLETTERS
PERSONAL AND PRIVATE GROUPS IN APP ANNOUNCEMENTS INTERNAL FUNDING
© 2021 Ex Libris | Confidential & Proprietary
New Features & Functionality
- Relevance ranked results - Expanded awards data
- Faceted navigation - Private individual workgroups
- Limited submissions - Ability to schedule recurring
- Career stages newsletters
- Individual opportunity tracking - Expanded administrator reports
- Dynamic keyword/discipline - Accessibility first design
wheel
- Add internal funding Improvements
opportunities
go beyond look
- Integrated profiles w/ORCID and feel!
integration
© 2021 Ex Libris | Confidential & Proprietary
Customer Community Guides Product Direction
Global Community of Top Research Institutions
600+
© 2021 Ex Libris | Confidential & ProprietaryOur Customer Community Drives Enhancements
https://ideas.exlibrisgroup.com/forums/911902-pivot
© 2021 Ex Libris | Confidential & ProprietaryIdea Exchange
Online community
forum for exchanging
ideas for enhancements
with Product
Management and the
global customer
community.
Add, vote or comment
on ideas of interest.
https://ideas.exlibrisgroup.com/forums/911902-pivot
© 2021 Ex Libris | Confidential & Proprietary12+ customer-requested enhancements
completed so far!
Allow Curated Searches
Add Custom Note that
Search by Add Sponsor/Funder to be refined and
applies to all Limited
Recently Added Date Type to Export Reports filtered like a Search
Submission Opps Result
Make it easy to Delete Provide Country of Make it possible to
Opportunities from Funder Filter and Exclude Multiple
Coming June 8
Tracked Lists Search Capabilities Search Fields
Be able to get Several features already inspired by RP early advisors!
Add Sponsor Name to
Deadline reminders up
Calendar View
to 4 months out
At least 6-7 more ideas and
Add sort by relevance enhancements to be
to Newsletters and
Embedded Searches released this year.
© 2021 Ex Libris | Confidential & ProprietaryNow Available in
General Release
for all RP Customers!
© 2021 Ex Libris | Confidential & ProprietaryAvailability Timeline for RP Customers to Adopt new UI
Mar Q1 2021 Q2 2021 H2 2021
Continuing to gather Ability for select Early institutions that
All institutions thatwant
feedback from Early Adopters or Advisors to want
to trialtoortrial or go-live
go-live with the
Advisors trial or go live with with UI
new thecan newdoUIsocan
upondo
Pivot-RP UI so upon request
request
No one will be required to migrate to the new UI; RP fully supported and
enhanced as always
Customers can
Customers can trial
trialand
andrun
runPivot-RP
Pivot-RPininparallel
paralleltotoResearch
ResearchProfessional
Professional
before deciding
before deciding to
to make
makeaaswitch
switch
Roadmap Confidentiality: Neither the document nor its contents can be forwarded to a third party without express written permission from Ex Libris. The information in this
document is for informational purposes and its contents are subject to change, without prior notice, at the sole discretion of Ex Libris.
© 2021 Ex Libris | Confidential & ProprietaryLive Demo © 2021 Ex Libris | Confidential & Proprietary
How to Request a Trial? What’s Involved?
• Submit a request via Support,
Sales, or Product Management
New User Interface
• Product Management will be in
touch to schedule a 1:1 demo
Live Demo
and consult for your institution
New UI & Customizer tool
• A dedicated trial site will be
established for your institution
• Product Management will
engage with you to gather
feedback, answer questions and
discuss next steps
© 2021 Ex Libris | Confidential & ProprietaryWhat’s Included in the Trial?
• Your Institution will get a What’s Not Included During the
Trial?
dedicated, fully functioning
Pivot-RP system (running entirely
independently of your RP service) • Researcher Profiles are not
configured for your institution
• SSO authentication is not
• Full admin privileges and
configured
corresponding functionality
• No bulk upload or creation of
user accounts
• Access for unlimited number • No user account data is
of Users and Admins transfered to Pivot-RP
© 2021 Ex Libris | Confidential & ProprietaryWhy is a Consult Needed to Begin a Trial?
Engagement is critical to a successful trial
• Allows us to understand the specific needs and goals of your
institution, and we can consult on timelines needed for trialing
or for a potential switch
• Provides an opportunity for training and guidance on how to
use Pivot-RP and key differences between RP and Pivot-RP
• We can recommend and demonstrate best practices for
achieving your goals using Pivot-RP functionality
• We will answer any questions that are specific for your
institution
• Allows us to gather feedback to further improve the Pivot-RP
service
© 2021 Ex Libris | Confidential & ProprietaryWhat are we still working on?
Funding Opportunities Content Core Funders
• Still migrating funders and opportunities over to
completed
Pivot-RP and new editorial tool
Rest of Funders
continuing to
migrate in over
• Users may still see discrepancies in content between RP and the next few
Pivot-RP until this is complete months
Additional projects:
Completing some data center migration work and updated privacy policies Available in Q3
© 2021 Ex Libris | Confidential & ProprietaryThanks for Joining Us
Contact:
Eddie.Neuwirth@exlibrisgroup.com
Questions?
Contact Us
eddie.neuwirth@exlibrisgroup.com
lotte.krause@exlibrisgroup.com
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