Julie Twomey

So, I just want to thank everyone for joining us today. My name is Julie Twomey, and I am the marketing manager for EBSCO Books. And I am joined today by my colleague, Steph Moriarty, who is our director of sales, and Bethany Pelletier, who is our director of product management for Mosaic.

Just a few housekeeping items, to keep in mind. We have muted all of the audio lines just to avoid feedback or any interruption. If you do have any feedback or want to ask questions, please feel free to use the chat box. We were going to use the q and a box today, but I did see that certain folks needed certain settings. So we decided not to do that last minute. So, just letting folks know that please locate the chat. Make sure you select everyone when you speak to us, and please feel free to use it at any time.

If you do ask a question of us or if you have a comment and we don't respond to you for any reason, we do have your email address along with your question or comment, so we will reach out to you after the live program.

And this session is being recorded. It will be provided to you in a link via email in about three to five business days.

So I just wanted to go over the agenda for today so that folks knew what they were here for. And today, we are going to go over just a quick review of Mosaic by the numbers. So we wanted to give folks sort of a grounding, foundation of where we are right now. So growth, usage, some new suppliers we've brought on.

We do these, webinars regularly, so, just sort of level setting and letting folks know where we're at. Then we will shift into international availability. So Mosaic is currently available in several areas. We are expanding into others, so we'll go over those in details for folks.

And then we'll get into a couple of demonstrations, and we'll start with the search functionality in Mosaic, and that will be covered by the lovely Bethany. And then she will also review, our selector workflow. So that's a bit of a spoiler, which is kind of fun. So now I will kick things off over to Steph to get us rolling on Mosaic by the numbers.

Steph Moriarty

Thanks, Julie. And if those if anyone here attended our, March webinar and witnessed our technology snafu, I got a new laptop two days later. So we are in better business today.

So Mosaic by the numbers. You know, this graphic, it just shows an example of everything that we have going on as a sample.

So, you know, we have we're nearing a million DRM free e-books. We're available in fourteen countries today. You'll see here that we have seventeen currencies listed, so foreign currencies outside of US dollar. Those will be available come July.

The interface itself, it can be translated into eighteen different languages today, which is really exciting. You know, Spanish is a popular one to translate into. We are compliant with accessibility. So as many of you know, EBSCO eBooks and EBSCO as a company as a whole, have become, compliant for the, upcoming ADA. And Mosaic is well on its way to be fully compliant as well there.

We have three million e-books available. And as a reminder, in order to be an e-supplier within Mosaic, you must be able to fulfill books in minutes.

So if any of our suppliers are missing that we have in GOBI, it's because it requires technical work on both the e-supplier and our part. So the ones that are in there have done the work to fulfill in minutes.

We do have, as of tomorrow, seven e-suppliers. We added Bloomsbury a couple of weeks ago, and tomorrow, we will be adding Wiley as an e supplier.

Mosaic's strength is having non-English language content in there because it can handle all the diacritics now. So that is nice to be able to do that, and you can filter on multiple languages. So if you want to look at English and Spanish, for example, next to each other, you could. We do carry content across all of our e suppliers, from 165 languages, and we currently, have Alma and FOLIO for ILS. And in a couple of months, we will have OCLC WorldShare.

So for e-book supplier growth, when we met last month, Bloomsbury had not gone live. It was imminent, and it went live about a week after that webinar. And then Wiley is going live tomorrow. But after that, we will be adding Cortex, which is a net new e-supplier for us. And then we'll also be adding Project Muse.

For where we are available, again, we're available in fourteen countries today, primarily focused in Latin America and Asia Pacific. But in July, we will be available in Australia, New Zealand, Canada, the UK, and Europe with a little note there.

If you do not require nationally invoicing, you will be able, to use Mosaic. But if you require nationally invoicing, it will take a little bit longer.

So now Bethany is going to talk a little bit about the search box, search results, and then go into a demo.

Bethany Pelletier

Thanks, Steph. Yeah. So just wanted to share a little bit.

I've had a great opportunity to talk to a lot of libraries in the last sort of months, and some of the questions I keep hearing from folks is around the search. You know, things as there's a keyword search in Mosaic, but I keep getting the question of what if I want to have more advanced searching? And so today, I wanted to take a little bit of time to show some of the ways that search can be used in Mosaic that will help you achieve those things you're looking for. So for example, I heard, yeah, but if I have a title and an author, want to be able to search for the very precise thing, those two things in combination. And what I have right now is just a keyword search. So I'm going to show kind of some of those ways that you can use the search today.

And then we're going to do a little spoiler alert on selector workflows. So I'm going to we have just finished some of the new development to support the selection part of selector workflows. So I'm going to go into our staging or test environment, and I'm going to showcase that for you so you can, sort of see what that is. So let me just, go ahead and share my screen.

Let's see. Okay. Alright. Are folks able to see my screen now?

Julie Twomey

I can't see it.

Bethany Pelletier

You cannot see it. Alright. Let me let me just try this one more time, see if it works.

Julie Twomey

Something's happening, so that's…

Steph Moriarty

I think it's happening. There we go. You're good.

Bethany Pelletier

Okay. Great. Alright. So let's sort of, get to it here and see. I'm going to just move this bar so I can get to all the things I need.

Alright. So here we are. We're in Mosaic and live. And the first thing I wanted to show is just, something Steph mentioned, which is, Bloomsbury's live.

So I'm going to just do a keyword search here and show you right here. We have Bloomsbury live in right here in our Mosaic platform, ready for purchasing and with a live preview link.

So you can click through and see more information from the Bloomsbury site directly, but that is available today in Mosaic. And as Steph mentioned as a teaser, tomorrow we're going live with Wiley.

So those that are Mosaic active users can expect that sort of by end of day tomorrow, you'll probably see the Wiley titles right in Mosaic for ordering. So we're really excited about that momentum having two in one month, and we have more on deck, as she mentioned, with Cortex, Project Muse, and others.

So getting to the searches that I wanted to share a little bit about. So we have this, you know, this search bar at the top.

And just to sort of reorient, there are a multitude of ways in which you can sort by very specific things and using and any and all, so and or searches are available there as well.

But, you know, what I as I mentioned, what I heard from folks was what if we want to do more specific searches? When is advanced search coming? And over time, we will build Mosaic out to have more advanced search functions. But I wanted to note that we do have a way today to use quotations to help get at that specificity that you're looking for.

So while it's simplistic in its design, and that's intentional, behind the scenes, when you do a keyword search specifically or any of the searches really, it's looking at all the fields in Mosaic, and it's saying for these keywords hits, what is the most relevant and returning it back? So you can use quotations to get at that specificity. So in this case, if I have a title, Will of the Many, and an author, James Lingen, and I go ahead and search for that with an all-word search, you can see I get that right away. So it's a quick and easy way to get at those combination searches that maybe on the top don't seem like they would work out well, or you get way too many results. By using the quotations, it's ensuring that you are searching for those specific word groupings together, and so you can achieve a title and author search, for example, here.

The other thing I've heard a lot about is publisher searches, so I just wanted to take a minute to do some examples there. So those of you that know me know that I love linguistics, so it's usually in my demo. So if we did a keyword, all words, I'm looking for computational linguistics, you can see I get a lot of results.

Just to note, you can then use the quotations again to get at specificity if I'm looking for very specific type, those two things together. And I do that. It winnows my results down to fourteen hundred and two.

And then if I am also saying and I really also want just Cambridge as a publisher, I really or a keyword there, I can add that, and you can see it winnows it down to seventy-seven results.

In addition, you can use that in conjunction with, you know, the publisher for very specific Cambridge publish publications or publication year. So just even though it's simplistic, I just wanted to mention there are a combinations of filters and quotes and types that you can achieve in Mosaic to get to those things very quickly.

Another example I just wanted to show, let's see, is if you had a subject heading, for example, that you're looking at getting content for. Right? So I'm going to do this. It's a subject heading, natural language processing.

I could see here that's a subject heading that's available, and I'm looking and I get my results. Another quick tip is that you can look and see what subject headings for, so this was a hit on all of these titles, this particular subject heading. But I can expand out the subject headings list, and if I'm looking for things that are sort of similar or in the vein or more specificity, for example, data mining, of that, result set, there's 400 and 41,474 specific to data mining. So I can winnow those results and, again, get a further refinement of my results.

So just wanted to take a minute and, showcase some of those because I think there are a lot of little quick and easy ways, and I would welcome in the chat or reach out after or press the feedback button If there's some additional ways that you found that you're using it to get at search results that are tips and tricks, we'd love to publish those out so that all libraries sort of have the opportunity to think about that way of searching.

The other thing we hear a lot is, I'm working from a list. I have either a list that somebody has provided to me that they'd like me to order on their behalf, or I'm looking at spotlight lists, I want to peruse those excellent titles in those subject areas, and I'm looking to grab them all at once. When you go to ISBN here and you do you can paste in a list of ISBNs. I'm going to clear my filter that was already there.

And I can see I pasted in I think it supports up to three hundred characters, which is around twenty-one titles, give or take if you have separators with colon spaces or what have you. But the search will let you paste in those with commas, with semicolons, or just spaces, and it will pull back all those results. So in this case, these specific titles were from a GOBI spotlight list that I pulled and just grabbed it from the GOBI website through the spreadsheet that was downloadable, and I just pasted it in here, and I'm able to quickly and easily get that list of titles quickly and can expand it out.

And if I want to go ahead and scroll down this way, I can order add to cart.

Lastly, just wanted to say one additional way that we're hearing sort of customers using this that might be useful. What if you can't find the title? It's not in Mosaic yet, and you're trying to understand sort of how can I get access to that? I need that. I'm going to intentionally put a typo in there, so no hits are there. But you can see here no results found.

We welcome you clicking this feedback button here and go ahead and give us that information of what you're looking for, and we can help you find it. So we're finding a lot of folks are doing that, almost like a little unlisted button, and then we're able to track it down for you and help you gain access to that title. So just another little quick tip there.

So those are kind of some of the highlights in the current platform that we wanted to underscore, given some of the feedback that we're getting and the question that we've been receiving.

So I am going to now I wanted to give a little bit of a spoiler on the selectors workflows. I'm not monitoring the chat at the moment. So if there are questions, we can kind of come back to it and then pull the screen back up, and we can sort of have an active engagement where we're showing things or answering those questions.

So for selector workflows, I'm going to switch over to our staging or our test environment because, again, this is breaking news. This work just sort of made its way to our staging environment this week. We are currently testing it, and I will share that. Just this morning, we had an innovation partner focus group.

And in there, we were we were looking at this, and you'll actually see some real librarians’ initials in here because they were in here playing with it this morning. So we will have our next webinar focused on the selector workflow, so you'll get a little bit more detail. But for now, we wanted to share with you a little spoiler alert of what we're working on and give you a sense of that. So you can see I'm now in the lower environment or our step staging or testing environment.

And I'm going what the heck? Let's do computational linguistics again here. Linguistics. And pull up some search results and take a look.

So here we go. I have the second title here, and when I click on my purchase options, when I go to add to my cart or action it, when I click that drop down, now you'll see I have choices. I can either add it to selections, or I can add it to my cart and do a traditional order. There are new roles that we're rolling out as part of this work, which will allow for folks to have selector access or admin access so they can select and order.

So we'll have that sort of roles and responsibilities also available at the point that we roll this out. But I can search for titles, and then in this vein, I'm a selector, and I have choices here. I can immediately quickly from the search results select, and we're going to show what that looks like.

If I want to, instead of actually making a selection, I can say, I kind of want to add this as a selection consideration. And then I want to go and look at what are the things I picked, and I want to decide and winnow down my results and then decide what I formally am going to ask positions to order on my behalf. So those are the sort of two avenues you have. The quick hit of, like, I know this is what I want.

Select it. Let's go. I'm done. My part now, I'm waiting for it to be ordered, or I'm going to take a look at it, make some decisions, and then formally select it at a later date.

So we'll kind of look at both those scenarios.

So at the point I add to selections, I get a new modal, and in this modal, I have the ability to go ahead and select. You can also set templates up. So you can see I've already used a template linguistics. I already have it here.

It applies my order details. I hit submit. At this point, your selection is submitted for approval. Done and dusted. You've done your part. You selected the title. It's off to acquisitions to action it. Done.

Additionally, if you'd like, I'll go into a different title here, and you might decide, oh, I want this one, but I want to think a little bit on it but put it in my sort of list for selections. I can add to selections, pull this up. I can either add information now, or I can add I can say finish later. And at that point, it saves my selection, but it prompts me that it's now available on the selections page.

So in this case, I can see there's a new menu. I navigate to there, and that is where my selection world exists.

Here is where I can see all of the things that have been selected already, and they're either been ordered by acquisitions or are waiting to be ordered by acquisitions, or I can see that that sort of save for later, finish later selections that I put over here for consideration.

So when you land on the page, and there's also a bunch of filters here, you can see these, it tells you with a quick banner that these things are selected, so you know, hey, those have been selected and they're off and going to be handled by acquisitions. You can see here some of the ones I mentioned. These are real librarians. Some of you may even be on the line of folks this morning that did this and played around with it, so real exciting to see that there.

If you want to look at sort of your list of things that you might want to action, right, these are things that I in the second scenario that I mentioned, I added things to selectors, but I want to go in and actually curate my list and decide. What do I really want to select? And maybe I don't want that anymore. I found a newer edition, or I found something different I wanted.

Here's where you can see the not yet submitted. So I can see we just did this together, added this computational linguistics to here. So here it is. It says it's not yet submitted because I said save it for later.

I can add order details here or change my order profile, so it sort of changed all of the required information there.

I can also decide I want to change in purchase options. So in this case, it's only available from Cambridge, but if it was available from anyone else, EBSCO, JSTOR, Wiley, any of those, IGI, Taylor & Francis, you can change the purchase option there and signify which particular option you're looking for to have filled for you.

So you kind of have all that information. You can and then let's go ahead into this one and add some order details. Again, I'm going to pick my linguistics template. I'm going to hit save.

At this point, I have order details that are completed, and I could submit and say, yep. I decided I wanted that one. So now that's already submitted. One click and I'm done.

So you can kind of work through your list, make your decisions. You can also delete them. Sorry, Paige. I'm going to go ahead and delete this one of yours.

And off and it deletes it from the list. So really nice and quick seamless workflow there. Can also mark in bulk and apply order details across the board. So I can say I want to mark all of these, and I want to apply my template, and go ahead and apply it to all of those, and it will save it to all of those order details.

You'll also be able to mark them all and submit them. If I want a wholesale, submit a whole batch as well. Additionally, there's some filters to the left around sort of date time frames, your status, your LC classification and fund code.

The other thing I wanted to highlight, because it's a great, exciting new innovation that we have, is the ability to have notes. So say this one is in here, Matthew Young has selected this one, and he might want to have added a note in there for acquisitions to say, hey. You know, I really need this quickly, or hey. I you know, this is the use by which I want this. Any of notes that he might want acquisitions to know can put in there. So it's as simple as just sort of adding a comment here and saving it and sending it off, and then it's associated with that selection and makes its way over to acquisitions so that folks can see it.

So really exciting progress. Like I said, it's a work in progress. This is just hot off the presses this week. It just landed in our test environment, but we wanted to use this opportunity with all of you attending to just show you what we are working on. And again, the next webinar will go in more detail through all of this stuff but wanted to give you a little taste of what we're working on and share that with all of you today. So with that said, I'm going to stop sharing and pass it back, and then maybe towards the end, we can take questions.

Julie Twomey

Sounds great. Yeah. And we had one question there during your presentation, Bethany, and that was from Mike, and he was just wondering about folders in Mosaic, which, Steph answered.

Bethany Pelletier

Perfect. Yes. We're very excited about that. We've been actually talking a lot about it this week and our plan for that.

Julie Twomey

Perfect. Can you see my screen okay?

Bethany Pelletier

Yes.

Julie Twomey

Alright. So, I just wanted to pick it up from here. Oh, oops. Sorry. Hit the wrong button.

And just let folks know, you know, if you're new to Mosaic or you're interested in taking, the next step, even if you have questions, really, really anything here, we highly encourage you to go ahead and scan that code and complete the form to connect with our team. That way, we can, answer your questions and get you to the next phase, whether that's adopting it or just considering it more. If you're already a Mosaic user and you just need to be whether it's configured for Alma or FOLIO or if you have any other questions regarding Mosaic, feel free to reach out at our team. We're happy to take any questions or comments you might have.

And then I just wanted to let folks know, the registration has ended for our user group. But for those of you who have signed up, we have four really exciting sessions planned.

One of them is on our new DRM solution that I know folks, have been very interested in. In addition, we'll talk about interoperability with Mosaic. Then we'll also have a session called switching it up. Now this is this isn't even related.

It's really about the industry as a whole. But we have been in talks with the presenters, so we did want to include that as well. And then we also have a session on GOBI, and a case study on demand driven acquisition. So that one looks like it's going to be really exciting.

So, if you're attending, we hope you'll attend some of our book sessions.

And thank you for joining us. We really appreciate your attendance and your time. We know how things are these days. Time is certainly an asset.

So thank you. If you want to stay informed, there are a few ways in order to do that. If you're already a Mosaic user, EBSCO Connect is a great resource for q and a's, demos, any sort of technical information that you might be looking for. If you're looking to just stay informed about, you know, any marketing news, these webinars, blogs, any sort of content that we're putting out, I highly suggest signing up for our EBSCO Books update newsletter that comes once a month.

It's easy to scan, and it's really got anything books related, anything Mosaic related. So that's a really great resource. And then we're always very regular on our blog and on our social media handles.

And so we have season our session three coming up, in May. And as Bethany mentioned, we'll be taking a deep deeper dive into our selector workflows, but then we'll also be talking about our choice reviews and library history and cart enhancements. So, feel free to scan the code there. That will take you right to our, season three form where you can either watch the replay from last session or sign up the next session.

And that is it. So I don't know if we got any more questions.

Bethany Pelletier

We did. We got a couple, Julie. Maybe let me just try to share my screen again. Let's see if we can do this more efficiently this time. Did it is it sharing?

Julie Twomey

Yes. Very soon. Great.

Bethany Pelletier

Okay. So I just wanted to address some of these questions that are coming. So, Marissa, will libraries have do librarians have to fill out the order details for their selections, or can they leave it blank and let acquisitions fill in the order details? So this is customizable by the institution.

So if we go up to, for example let me just go up here to show you. Order templates, it this screen, as you're adding new order templates, it will tell you which library customized library fields are required for ordering and which are required for selection. So your library can decide what are the details that are required by selectors, what are the details that are required by acquisitions, and it can be you know, obviously, there's some required for ordering, but you can customize that. So to answer your question directly, if your workflow is that there are no order details that need to be assigned at the point of selection, then you don't have to have any.

Right? So you can you can go ahead and do that. I mean, you have to know which purchase option you're looking to order, but there in terms of the order details, you do not need to do that. So hope that answered that question there.

Another question I can see here is, let's see, around the comments or the notes. Oh, Catherine. Can you add a note or comment to a selection saying why we are deselecting, for example, out of funds? So there is some functionality, and that's kind of why the notes field is established here. I will say the notes live the time to live in the note is with the selection itself.

So if you decided, oops. I'm deselecting this because I'm out of money. Right? You can just come in here and hit this button, cancel. And at that point, it removes it, and you're done. You're you've now you're deselected it, essentially.

If you it's already sort of in acquisition's hands and you want to make, send a note, you can go into something you've selected, and you can add a note. Out of funds, please deselect what you know, whatever you want to sort of say there. And you can send that along, and they'll see it. So you sort of have that flexibility. The idea of the comments was to add a filter so people can quickly and easily see what they've missed and have a method of communication that is within the platform relative to particular selections.

And I think the other note I saw was, Derek, when is notifications coming to Mosaic? So I'm assuming that you're referring to sort of the GOBI notifications where you can get sort of email can get notification or alerts when new titles are added. Is that, Derek, what you're referring to? I don't know if you can pop that in the chat.

If let me just see if you reply there.

Yes. So, yes, that that is not on the current six to twelve month road map, but it is on our road map and something that we're planning and working towards. To follow along with what we actively have on our road map in the coming six to twelve months, you can go to ebsco.com and look at the road map. We can provide links there.

I will note we are currently in the process of updating that with the latest, and we try to keep it very up to date. For example, when Wiley goes live tomorrow, you will see that turn from coming soon to released. We're also as we're planning out our development cycles for the next year right now, we have new projections on when lists and folders are going to be available, when spotlight lists are going to be available. So all of that information is currently in in process of being updated.

So I would expect in the next couple of weeks that to be all formally up to date there. Did I miss any other let's see. I think I did.

Yeah. Kristen, I you are you're good eyes there. So she's asking about the DRM free column. Some say yes. Some say no. Let's just pull one up so that we can all see what she's referring to here.

So we get the DRM information from let me just see. Like, this might be a good example.

So if it's if it's if we hear from a partner that it's DRM free, we will note it as yes. If we hear from a partner that it is not DRM free, we will say no. And if there's any uncertainty whatsoever, we will put the dashes in there to just make sure that it's very clear, that we don't have that information. So that's kind of what that is all about there.

Let's see what else. Do we have any other questions? Or I think that might be all of them.

Anything else come to mind for folks, or any of my colleagues want to elaborate on anything they heard or have questions?

Steph Moriarty

Yeah. One thing I want to elaborate more on is when it comes to the e-suppliers. So, obviously, we've been starting to add more at a more rapid pace than we have before. So for clarity on that, if you already are using Mosaic and so let's use Wiley for the example. And you have Wiley set up as an e-supplier in GOBI today, we are automatically going to turn Wiley on for you Because you already have that relationship established, your contract is already in place, we take care of that. So no action needed, unless for an event, you don't want them in Mosaic, but we're going to assume that you do.

And then if you have never worked with that e=supplier before and want to, contact us, and we will get that process started for you.

So I just wanted to clarify that because it's come up a couple of times just while we were talking and want to elaborate.

Julie Twomey

Yeah. That's great. And I just put the link to the email in the chat for folks, so you can just go ahead and grab that. I also put the live link at the QR code. Steph, I know you put it in earlier too, but I just put it in again.

We'll hold for one more moment if anyone has any last questions, comments, concerns. Again, please sign up for our next webinar in May. It's going to be action packed, so we hope that you will join us.

It looks like Bob has the last question.

Bethany Pelletier

Yeah. So, Bob, we the question is, will Mosaic be able to create title alerts like in GOBI that can be shared via email with faculty?

So definitely the longer-term vision is to build out more of those collaboration tools for you to use with Mosaic. That again is not on the immediate sort of six to twelve month road map but stay tuned there. As I mentioned, we will be building out folders, spotlight lists, and things.

And as part of that work, there might be some email alerts about shared lists and things. We're not really sure. We're working through exactly what that's going to look like, but longer-term title alerts will definitely be in the platform, just not in the immediate six to twelve months.

Julie Twomey

All right. Well, I think that concludes our question portion and our program. So I just want to thank everyone again for your time, and we hope to catch you next time. Have a great day.

Bethany Pelletier

Thanks, all. Bye.