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John F. HelmerExecutive Director
Asaf KlineSenior
Product Manager
Orbis Cascade Alliance and ExLibris: Unlocking Opportunities for Collaboration
Lynn ChmelirShared ILS
Implementation Manager
Welcome tothe home of
Johno The Allianceo Visiono Strategic Agendao Why do this?o Three at once!
Outline
Asafo Collaborative Networkso Catalogingo Resource Sharingo Fulfillment
Lynno Organizationo Timelineo Communicationo Progresso What’s next?
37 MembersPrivate & Public Colleges, Universities, Community Colleges in Oregon, Washington, and Idaho
Serving 280 colleges, universities, archives, museums in Oregon, Washington, Idaho, Montana, Alaska, Hawaii, and Utah
Non-profit corporation, 8 staff, no central funding, 20 years in Sept ‘13
Orbis Cascade AllianceCentral Oregon Comm. College
Central Washington University
Chemeketa Community College
Clark College
Concordia University
Eastern Oregon University
Eastern Washington University
George Fox University
Lane Community College
Lewis & Clark College
Linfield College
Mt. Hood Community College
Oregon State University
Oregon Health & Science Univ.
Oregon Institute of Technology
Oregon State University
Pacific University
Portland Community College
Portland State University
Reed College
Saint Martin’s University
Seattle Pacific University
Seattle University
Southern Oregon University
The Evergreen State College
University of Idaho
University of Oregon
University of Portland
University of Puget Sound
University of Washington
Walla Walla College
Warner Pacific College
Washington State University
Western Oregon University
Western Washington University
Whitman College
Willamette University
Academic
Broad set of core services
Themes of the Strategic Agenda– Depth of collaboration– Single collection – Shared human resources– Shared services– Multi-institutional entity– Exploiting web-scale opportunities
“Collaborate to Customize”
Vision
Strategic Agenda
1. Cooperative Collection Development
2. Future of Integrated Library Systems
3. Collaborative Technical Services
4. Digital Initiatives
5. Discovery
“Future of the ILS”Competitive bid process
TCO, RFI, RFP
DecisionMigrate 37 members to Ex Libris Alma and Primo Direct.
Along the way, replacing Integrated Library SystemsDiscovery systems Link resolvers/knowledgebasesStandalone proxy servers Electronic Resource Management systemsLocal servers … going to the cloud
Why are we doing this?
Not an end in itself… because of the past… because of the future
The past …Legacy systemsBased on limited bandwidth, storage, lack of standardsLagging functionalityHard to
• Innovate• Integrate• Extract data
Total cost of ownership: maintenance, servers, discovery, ERM, open URL resolvers, etc.
Why are we doing this?
The future … Better services for students, faculty, staffImproved resource sharing … a better SummitImproved staff toolsNew opportunities, enabling
• Collaborative Technical Services• Vision of “one collection”
New optionsAlma, Intota, Sierra, WMS, etc.
Why are we doing this?
Legacy Next generation
37 1
Acting as 1Collections
Staff Services
Three big projects at once!
How Do We Get There?
Shared ILS Project Organization
TimelineSept 2012 Project manager begins
Appointments to Working Groups madeContract with Ex Libris signed
Oct-Dec 2012 Shared ILS Team begins workCohorts finalizedPre-Implementation planning with Ex Libris begins
Jan-June 2013 Kick Off MeetingData migrationSystem configurationTraining
June 2013 Cohort 1 goes live!
Dec 2013 Cohort 2 goes live!
June 2014 Cohort 3 goes live!
Dec 2014 Cohort 4 goes live!
Communication … Members
Communication … ITeam
Email Lists
Google Docs
Shared ILS Docs
GoToMeeting—biweekly
In person meetings
Communication … Ex Libris
Joint email list
WebEx meetings –scheduled weekly
Kick-off meeting
Progress to dateExtracted sample data for Ex Libris analysis
Turned in Cohort 1 Alma Customer Information Forms
Developing a basic understanding of system architecture and functionality
Deciding on how to build the Network Zone
Deciding to migrate acquisitions and ERM data
Turned in Alma migration forms
Cohort 1 data extraction
• Training– Web– In-person functional workshops
• Review Alma configuration• Work on Primo!
What’s next?
What don’t we know yet?
System managemento Centralizedo Decentralizedo Hybrid Team
Details of network level circulation
John F. HelmerExecutive Director
Asaf KlineSenior
Product Manager
Orbis Cascade Alliance and ExLibris: Unlocking Opportunities for Collaboration
Lynn ChmelirShared ILS
Implementation Manager