John F. Helmer Executive Director

John F. HelmerExecutive Director

Orbis Cascade Alliance: Orbis Cascade Alliance: Adventures in Resource Sharing Adventures in Resource Sharing and Strategic Planningand Strategic Planning

GWLA Spring 2009

Meeting

Orbis Cascade Alliance• Major programs• Strategic Agenda

Summit Migration• Motivations• Timeline & process• Comparison with ILL, INN-Reach

New Strategic Agenda

OverviewOverview

MembershipMembership

Oregon & WashingtonPrivate & Public, 2-year & 4-year

Colleges, Universities, Community collegesMembers serving 600 – 44,000 students (FTE)

36 Full Membersabout 280 libraries served

7Puget Sound

5Eastern2

Cent

ral

2Southern

20W

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Valle

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Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community CollegeClark CollegeConcordia UniversityEastern Oregon UniversityEastern Washington UniversityGeorge Fox UniversityLane Community CollegeLewis & Clark CollegeLinfield CollegeMt. Hood Community CollegeOregon State UniversityOregon Health & Science Univ.Oregon Institute of TechnologyOregon State UniversityPacific UniversityPortland Community CollegePortland State UniversityReed CollegeSaint Martin’s CollegeSeattle Pacific UniversitySeattle UniversitySouthern Oregon UniversityThe Evergreen State CollegeUniversity of OregonUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University

Conferences & Workshops– ARL/ACRL Institute on Scholarly Communication – Code4Lib Northwest

Cooperative Collection Development– YBP agreement– Distributed Print Repository

Courier Service – 280 libraries served through 80 dropsites in Oregon, Washington, &

Idaho– 400,000 packages per year

Digital Services– Institutional repositories, IMLS Planning Grant, etc.

Major ProgramsMajor Programs

Electronic Resources– 80 libraries in Oregon, Washington, Idaho, Hawaii– Databases, ejournals, ebooks, etc.

Northwest Digital Archives– 31 libraries, archives, museums, historical societies in Oregon,

Washington, Idaho, Montana, and Alaska– EAD finding aids, union database, digital content

Summit Resource Sharing System– 36 academic institutions in Oregon and Washington– 9.2 million unique titles, 28.7 million items– INN-Reach 1993-2008 WorldCat Navigator 2009 +– All members use III Integrated Library System– Very popular service …

Major ProgramsMajor Programs

Summit Fulfillments: FY03-08

1. Regional Library Services Center

2. Cooperative Collection Development

3. Digital Services Program

4. Northwest Digital Archives

5. ARL/ACRL Institute on Scholarly Communication

6. Next Generation Systems Data Harvesting Discovery: Aquabrowser, Encore, Endeca, Local development,

WorldCat Local, Primo, etc. Resource Sharing Systems Integrated Library Systems (ILS)

Strategic Agenda: 2006-Strategic Agenda: 2006-20092009

“Moving to the Network Level” – April 2006 Retreat

Discovery– Group Catalog on the WorldCat.org platform– Option for member libraries to implement WorldCat Local

Delivery– Navigator Request Engine based on Virtual Document

eXchange (VDX)– New: III Circulation gateway; Availability; Streamlined

workflow

WorldCat WorldCat NavigatorNavigator

Integrated solution

2006– October: Strategic Agenda formalized

2007– March: first board-level consideration of WCLocal– November: accelerated investigation of resource-sharing

options

Timeline & Timeline & processprocess

2008–March:

• Board decision to work with OCLC on the development of a next generation technical platform for Summit.

• Formation of Implementation Team and workgroups (Catalog, Circ & ILL, Technical, INN-Reach shut down)

–October 15: first delivery of WorldCat Navigator–November: work out bugs, “train the trainer,” nine regional

training sessions–December 1: Summit moves from INN-Reach to WCNavigator


2009 –Stress test of system, staff, and workflows under large volume of

requesting; stabilizing load balancing–Implementation of additional features:

• creation of temporary bibs/items• Implementation of EZProxy

–Still to come:• Tracking using item barcode• Renewals


Summit.orbiscascade.Summit.orbiscascade.orgorg

Borrowing: time savings of 27% Key features• Creation of a brief MARC record for the catalog• Patron hold is placed• Item placed "in transit" to the pickup library

Lending: time savings of 42% Key features• Creation of hold on requested title• Discharge of item in the circ system

WCNavigator compared to WCNavigator compared to ILLILL

Source: MNLink

• Consortial Borrowing

• ILL• Total Resource Sharing• Load balancing is working

• Patrons: feedback is good

• Staff: more work per item, but it is early

WCNavigator compared to INN-WCNavigator compared to INN-ReachReach

Early, anecdotal results … more complete data to

follow

1. Fast development and implementation• New system: configuration errors, etc.

• Relatively little training

2. User interface, e.g., impact of FRBR on resource sharing

3. Ease of access and broader availability of WorldCat collections

WCNavigator compared to INN-WCNavigator compared to INN-ReachReach

Why might we see such changes in consortial borrowing and ILL?

Why WorldCat Why WorldCat Navigator?Navigator?

Leadership opportunityFoster competition in the marketplaceCost effective Cross-platform Merging of ILL and circ workflowsSolution based on standards Strategic partnership with OCLC

Excellence in service to patrons• Improved discovery system• More trading partners, more materials available• Continuous improvement• Increase in resource sharing

Strategic Agenda: 2009+Strategic Agenda: 2009+

New! … determined during Council retreat in February 2009

1. Cooperative Collection Development

2. Regional Library Services

3. Future of Integrated Library Systems

4. Collaborative Tech Services & Shared Staff

5. Digital Initiatives


1.Cooperative Collection Development

• Expand Distributed Print Repository

• Fuller participation in YBP & GobiTween

• Shared monographic purchasing plan

• Set a threshold for the maximum number of copies

• Centrally funding an e-book collection

• Investigate the options for moving acquisitions workflow to the network level

• Assigning responsibility to subject selectors to build collections for the Alliance as a whole


2. Regional Library ServicesRenew the Alliance’s vision for collaborative activities that might be located in

one or several service centers. Explore

• range of services desired by the membership

• opportunities to build on existing member library activities (for example, existing storage facilities),

• adaptation of existing buildings,

• new construction, and

• locations in Oregon or Washington


3. Future of Integrated Library System

Open source or web-scale library technology projects, including• WorldCat Local development• Open Source Software project (probably Evergreen)• Open Library Environment Project (OLE)

Shared bibliographic database and inventory control system


4. Collaborative Tech Services & Shared Staff

Pilot project proof of concept

Possible Collaborative Technical Services Symposium


5. Digital Initiatives

Institutional repository: one or more Alliance institutions hosting an IR for a group as well as options for a centrally-hosted IR (e.g., Alliance, another consortium, vendor)

IMLS Planning Grant to integrate existing systems and the determine what can be taken to network level and what should remain local

• bring together consultants from peer organizations to address operational and technical issues

• Programmer consultant dedicated to creating a working prototype for integrating commonly used systems

• create a comprehensive plan, including • a set of actionable proposals for developing a digital services program• working prototype for integrating systems

John F. HelmerExecutive Director

Orbis Cascade Alliance: Orbis Cascade Alliance: Adventures in Resource Sharing Adventures in Resource Sharing and Strategic Planningand Strategic Planning

GWLA Spring 2009

Meeting

Documents

John F. Helmer Executive Director