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Transitioning a Vision to Reality: The Wales Higher Education Library Forum
(WHELF) Shared Library Project
Gareth Owen, Programme Manager,
WHELF
Mark Hughes, Head of Collections, Swansea University
Image from Cornelia Kopp - https://flic.kr/p/7AU4Rp
So, who or what is WHELF anyway?
• Wales Higher Education Libraries Forum
• Grouping drawn from all the higher education institutions in Wales
• Mission:– promote library and
information services co-operation
– to encourage the exchange of ideas
– to provide a forum for mutual support
– help facilitate new initiatives in library and information service provision
Image from WHELF: http://bit.ly/1NZOPAm
The WHELF Strategy• Student Experience• Research and Enterprise• International and
Globalised University• Workforce
Development• Marketing and
Promotion• Shared Library
Management System
Ken Teegardin https://flic.kr/p/anuxT7
Share an LMS, Share a Smile
Image from Doug88888 https://flic.kr/p/ahtfAJ
• North America – Orbis Cascade
• Canada – Conifer, OCUL• Europe – BibSys, Libis• UK – Bloomsbury Group• Welsh Public Libraries• …and many, many more!
It’s a vision thing…
1UpLego: https://flic.kr/p/eFx2PJ
A collaborative platform and shared service to provide mutual benefit to the member institutions, their users, and Welsh Higher Education overall
An engine to provide further collaboration opportunities and enable member libraries to share data and services more effectively
11 88600 170,000
Partners Libraries
Staff Customers
6Different
LMS’
Scope and Scale
10,000,000Bibliographic records
Scope and Scale
The Next Generation game…
• More than just a marketing label
• Print and Electronic integration
• Unified workflows• Cloud hosted &
dynamically scaleable
• Collaboration baked in
Marsmettn Talahassee https://flic.kr/p/njDevb
Sharing..
• Procurement Process• The selected platform• Implementation• Development• Expertise &
knowledge• Development• Data, data, data!
Image from RyanC https://flic.kr/p/dA7Vg
• More seamless experience
• Wales wide discovery
• Easy access• More & better
resources
What’s in for us – the users?
Betsy Weber: https://flic.kr/p/dX3K49
What’s in for us – the institutions?
Toban B: https://flic.kr/p/6KqdcF
• Cost Saving -process• Cost Saving - ongoing• Shared development• Shared knowledge• Business process
refresh• Shared data• ..and all that opens
up!
Managing the transitionMaking the vision a reality
Challenges
Stages of the process
Managing the process
Lessons learned
Stephen Shore
Challenges
Joel Meyerowitz
‘What are the challenges and how would you overcome them?’
Diverse group of institutions
Geographically dispersed
Limited tools for engagement
Agile governance
One size doesn’t fit all -different approaches for different stages
Pre-procurement
Procurement
Implementation
Business not as usual
Diane Arbus
Pre-procurement
Getting everyone on board
Horizon scanning
Building the case
Political buy-in
Developing resourcesLee Friedlander
ProcurementEvaluating the product
EU procurement
Evaluation framework
Tool-kit for engagement
The resultsPaul Reas
Implementation roadmap
Managing a large scale implementation
Phased implementation
Ex Libris Support
Institutional Project teams
WHELF support
Paul Seawright
Post-implementation
Gathering the fruit
Enabling benefits
Collaboration opportunities
Managing the processWilliam Eggleston
Lessons learnedTime to reflect on the process
Valuable lessons
Could have done some things better
Did a lot right
Maurice Broomfield
Questions
Please feel free to ask any questions
Go raibh maith agaibh
Diolch yn fawr
Thank you
Martin Parr