advances in resource sharing in the pacific northwest
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Advances in Resource Sharing in the Pacific Northwest. Strategic Developments in the Orbis Cascade Alliance. AJCU Library Deans Conference Chicago, March 30, 2009. Presentation by John Popko University Librarian Seattle University. With Major Contributions from John Helmer - PowerPoint PPT PresentationTRANSCRIPT
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Strategic Developments in theOrbis Cascade Alliance
AJCU Library Deans Conference
Chicago, March 30, 2009
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Presentation by John PopkoUniversity LibrarianSeattle University
With Major Contributions from John HelmerExecutive DirectorOrbis Cascade Alliance
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GeographyMembershipChronologyStaffing & GovernanceMajor Programs
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Oregon & WashingtonPrivate & Public, 2-year & 4-year
Colleges, Universities, Community collegesMembers serving 600 – 42,000 students (FTE)
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5Eastern2
Cent
ral
2Southern
20W
illam
ette
Valle
yCa
scad
e Ra
nge
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
7Puget Sound
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Sept 19937 Oregon institutions form Orbis, launch the
Orbis Union CatalogFeb 1997
1st Washington library joins OrbisOrbis, now 11 members, launches patron-
initiated borrowing with INN-ReachJuly 2000
6 Washington public 4-yr institutions form Cascade, launch Cascade Union Catalog
Orbis membership at 15
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Oct 2002Orbis and Cascade merge, creating Orbis
Cascade Alliance and the new Summit Union Catalog
April 2006First post-merger Strategic Planning Retreat
Fall 2008Migration from Summit INN-Reach to Summit
Navigator unfolds
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Dec 2008Alliance membership reaches 36Summit Navigator goes into public production
Jan 2009INN-Reach shut down
Feb 2009Strategic Planning Retreat sets current
Alliance direction
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Executive DirectorElectronic Resources Program MgrDigital Services Program MgrResource Sharing Program MgrNorthwest Digital Archives Program Mgr (.5
FTE)Training CoordinatorBusiness Mgr (Accounting & Courier
Program)Administrative Assistant
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CouncilChief Administrative Officer from the main
library of each member institutionCouncil Executive Committee
7 elected Council members and Executive Director
University Librarian, Univ of Oregon
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Standing CommitteesSummit Borrowing CommitteeSummit Catalog CommitteeCollection Development & Management
CommitteeNW Digital Archives Committee
1 representative from each member institution7-member Steering Team, appointed by
Council’s Executive Committee, guides work of each committee
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Special Task Forces & Committees, e.g. ARL-ACRL Institute on Scholarly
CommunicationNorthwest Academic Library Directors
Symposium (NWALDS)RLSC Planning CommitteeMembership Task Force (2003-04)Summit Migration Implementation Team
(2008- )Membership & Governance Task Force (2008-
)
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1. Summit Resource Sharing System Flagship Program – the most visible &
popular service 36 academic institutions in Oregon and
Washington 9.2 million unique titles, 28.7 million items All members use III Integrated Library
System INN-Reach 1993-2008 WorldCat Navigator 2009-
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2. Courier Service 280 libraries served through 80 dropsites in
Oregon, Washington, & Idaho 400,000 packages per year
3. Electronic Resources 62 libraries in Oregon, Washington, Idaho,
Hawaii Databases, e-journals, e-books, etc.
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4. Northwest Digital Archives 31 libraries and archives in Oregon,
Washington, Idaho, Montana, and Alaska EAD finding aids, union database, digital
content
5. Cooperative Collection Development YBP agreement Distributed Print Repository
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6. Conferences & Workshops ARL/ACRL Institute on Scholarly
Communication Code4Lib Northwest
7. Digital Services Digital collections, institutional repositories,
etc.
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Summit Fulfillments FY03 – FY08
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Strategic Agendas, 2006 and 2009Cooperative Collection DevelopmentNext-Generation Systems: Co-Development
with OCLC on Navigator
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1. Regional Library Services Center2. Cooperative Collection Development3. Digital Services Program4. Northwest Digital Archives 5. ARL/ACRL Institute on Scholarly
Communication 6. Next Generation Systems
Data HarvestingDiscovery: Aquabrowser, Encore, Endeca, Local
development, WorldCat Local, Primo, etc.Resource Sharing SystemsIntegrated Library Systems (ILS)
“Moving to the Network Level” – April 2006 Retreat
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1. Regional Library Services Center2. Cooperative Collection Development3. Digital Services Program4. Northwest Digital Archives 5. ARL/ACRL Institute on Scholarly
Communication 6. Next Generation Systems
Data HarvestingDiscovery: Aquabrowser, Encore, Endeca, Local
development, WorldCat Local, Primo, etc.Resource Sharing SystemsIntegrated Library Systems (ILS)
“Moving to the Network Level” – April 2006 Retreat
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Standing Committee established (Oct 2004)Distributed Print Repository developed and
implemented (2007-08)Agreement with YBP for group book purchase
discount and use of GOBI system for coordinated selection (2007-08)
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Adoption by Council of Collection Development Vision Statement (Nov 2007)
Issued guidelines for Last Copy Designation for monographic material (Aug 2008)
New strategic objectives adopted by Council (Feb 2009)
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(Adopted by Council, November 8, 2007)
“As an Alliance, we consider the combined collections of member institutions as one collection. While member institutions continue to acquire their own material, the Alliance is committed to cooperative collection development to leverage member institutions’ resources to better serve our users.”
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(Outcomes of February 2009 Strategic Planning Retreat)
1.Cooperative Collection Development2.Regional Library Services3.Next Generation Catalog4.Collaborative Tech Services & Shared Staff5.Digital Initiatives
Commitment to higher levels of collaboration & resource-sharing in several dimensions
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Extend shared monographic purchasing plan and coordinated selection using YBP
Set threshold for maximum number of copies purchased by member libraries
Share access and centrally fund e-book collections
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Move acquisitions workflow to the network level
Identify and designate last copies -- journals and monographs -- for inclusion in the Distributed Print Repository or future service center
Establish subject selectors and system to build collections for the Alliance as a whole
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Co-Development with OCLC on Navigator:The Convergence of Strategy, Challenge &
Opportunity
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Participate in open source or web-scale library technology projects – e.g., Evergreen, WorldCat Local, OLE
Create single shared bibliographic database and inventory control system (aka catalog & circulation)
Develop, license, use shared discovery tools
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DiscoveryOCLC Group Catalog on the WorldCat.org
platformOption for member libraries to acquire WorldCat
LocalDelivery
Navigator Request Engine based on Virtual Document eXchange (VDX)
New Functionality to be developed: III Circulation gateway; Item Availability; Streamlined workflow
Building an Integrated Solution
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2006October: Strategic Agenda formalized
2007March: first board-level consideration of
WorldCatLocalNovember: accelerated investigation of
resource-sharing options
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Changes in Relationship Between Alliance and III, 2007-2008
New Service/Support ModelFrom distributed to centrally hosted
New Pricing Model600% increase in annual fees
New Relationship ModelFrom consortium to individual library
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2008March:
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 NavigatorNovember: work out bugs, “train the trainer,” nine
regional training sessionsDecember 1: Summit moves from INN-Reach to
WCNavigator
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2009 Stress test of system, staff, and workflows
under large volume of requesting; efforts at stabilizing load balancing (the Rota)
Implementation of additional features: Automated creation of temporary bibs/itemsImplementation of EZProxy-based user
authentication
Still to come:Tracking using item barcodeRenewals
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Foster 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 systemMore trading partners, more materials availableContinuous improvement Increase in resource sharing
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Paradigm ShiftLoss of Familiar FunctionalityPerceived AnnoyancesPerceived Benefits
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Big shift from mature, integrated union catalog in which automated transactions were triggered by the simple scan of a barcode…
…to a new dynamic environment of a group catalog based on WorldCat …
…but one in which local catalogs no longer “know” another library’s collection or patrons…
…and in which formerly automated transactions must be performed in a more labor-intensive manner.
In the current staff workflow, there are more steps required for each transaction and each step takes longer to complete.
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Temporary loss of the Renew functionTemporary loss and degradation of the Pick-
Up Anywhere functionTemporary loss and added complexity in the
Visiting Patron functionTemporary degradation of Summit Request
printingTo lending library, an item is now checked out
to another library and not to a specific patron
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Local library necessity to implement or upgrade use of III Millennium Hold function in order to work in Navigator
Convergence of ILL and Summit lending, although invisible to patron, might be challenging at local library depending on extent to which these functions are independent or merged
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Added complexity and time for the creation and updating of Patron Record Files
Lack of catalog-to-catalog communication and large search result sets mean patron might inefficiently activate a borrowing request from another library when home library has the item available on its shelf
Local-only catalog records in former Summit union catalog not in WorldCat-based union catalog, requiring local library Reclamation Projects
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Ease of requesting journal volumes or issues from four large libraries who loan them has been complicated and lengthened to more resemble a typical ILL transaction
Because every search is by default a keyword search, loss of efficiency at known-item searching, a loss felt most by librarians and sophisticated searchers but probably less significant for many students
Large result sets might obscure the most pertinent item or delay its delivery
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Extended Discovery experience with search results combining Alliance Group Catalog and all of WorldCat
Same access to holdings of Alliance member library collections
Same effective Delivery mechanism and timetable (courier service)
OCLC development staff highly responsive to problems
Opportunity for related development work with OCLC
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Confirm or Re-establish Consortium’s Legal Status & RelationshipsOptions include:Become a regular administrative unit of
University of OregonClarify status to U of O as Unincorporated
AssociationEstablish a fully independent 501(c)3 not-for-
profit corporation
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Strategic Developments in theOrbis Cascade Alliance
AJCU Library Deans Conference
Chicago, March 30, 2009
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Presentation by John PopkoUniversity LibrarianSeattle University
With Major Contributions from John HelmerExecutive DirectorOrbis Cascade Alliance