collaborate to customize: a consortium’s journey anya n. arnold
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Collaborate to Customize:
A Consortium’s Journey
Anya N. Arnold
Overview
• Location• Orbis Cascade Alliance• Past Direction • Change • Partnerships
• Current State of Affairs • New Strategic Agenda• Lessons Learned • Questions
Orbis Cascade Alliance
37 Members…Private & Public Colleges, Universities, Community Colleges in Oregon, Washington, and Idaho
Central 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
Orbis Cascade Alliance
Serving 280… Colleges, universities, archives, museums in Oregon, Washington, Idaho, Montana, Alaska, Hawaii, and Utah
Resource Sharing: 253,000 items a yearCourier: 305,000 packages a year Jointly Owned Ebooks: 17,000E-Journals Subscriptions: 3,910Databases: 135Guides to Archival Collections: 23,000Consortial Assessment ActivitesConferences and Workshops ……so much more….
Orbis Cascade Alliance
Non-profit corporation…9 staff, no central funding, 21 years old.
Past Direction 2011-2013 Strategic Agenda1. Cooperative Collection Development
“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.”
Past Direction 2011-2013 Strategic Agenda1. Cooperative Collection Development
• Ebook Program• WEST• Duplication Threshold
Past Direction 2011-2013 Strategic Agenda1. Cooperative Collection Development
• Development of a Shared-Monograph
Purchasing Plan • Explored Consortial Acquisitions
Workflows• Explored Subject selectors for a shared
collection
Past Direction 2011-2013 Strategic Agenda2. Collaborative Technical Services
“We have identified shared staff as a key area for collaboration and technical services as a promising area of initial investigation, with other initiatives to follow.”
Past Direction 2011-2013 Strategic Agenda2. Collaborative Technical Services
• Cataloging ACJK items• Cataloging Joint Ebooks• Collaborative Technical Services
Symposium
Past Direction 2011-2013 Strategic Agenda3. Digital Initiatives
• Digital Services Day• Digital Asset Management • Digital Preservation Readiness• Code4Lib NorthWest
Past Direction 2011-2013 Strategic Agenda3. Digital Initiatives
Pilots:• Cloud Sandbox Service• Offline Storage• IRs
Past Direction 2011-2013 Strategic Agenda3. Digital Initiatives
Grants:• IMLS Grant for Cross-Search and
Context Utilities
Past Direction 2011-2013 Strategic Agenda4. Discovery
WorldCat:• WC Usability Studies• WC Discovery Day• WC Purchase
Past Direction 2011-2013 Strategic Agenda4. Discovery
Other Discovery Systems:• Market place analysis
Investigating just what is a “Next Generation Discovery Platform”
Past Direction 2011-2013 Strategic Agenda5. Future of Integrated Library Systems
Investigate and recommend a course of action that will benefit all member libraries.
Overview
• Location• Orbis Cascade Alliance• Past Direction • Change • Partnerships
• Current State of Affairs • New Strategic Agenda• Lessons Learned • Questions
ChangeFuture of Integrated Library Systems
RFI, Demos, Recommendations
RFP, Demos, Recommendations
Votes
Change
In July 2012 Council voted to enter in to a contract with Ex Libris for a consortial implementation of Alma and Primo.
What does that mean?
We are be replacing – Integrated Library System– Discovery Systems – Link resolvers/knowledgebases– Standalone proxy servers – Electronic Resource Management systems – Local servers…to the could – Resource Sharing System
Three BIG projects at ONCE!
Legacy > Next generation
37 > 1
Acting as 1
WHY?
Not an end in itself
...because of the past
…because of the future
The past …Based on limited bandwidth, storage, lack of standards
Lagging functionality
Hard to :• Innovate• Integrate• Extract data
Total cost of ownership: maintenance, servers, discovery, ERM, open URL resolvers, etc.
The future … Better services for students, faculty, staff
Improved resource sharing
Improved staff tools
New opportunities, • Collaborative Technical Services• Vision of “one collection”
New optionsAlma, Intota, Sierra, WMS, etc.
Partnerships
Internal • Member Library Staff
• Communication• Commitment • Change Management• Campus relations
Partnerships
Internal • Member to Member
• Mentors• Comradery • New colleagues• Train the Trainer
Partnerships
External • Vendors and Service Providers
• Migration off services• Re-establishing trust • Migration onto new services• Building trust • Development partner
Timeline Sept 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
July 2013 Cohort 1 went live (Alma, Primo, NRE, WC)
Jan 2014 Cohort 2 went live (Alma, Primo, NRE, WC)
July 2014 Cohort 3 went live (Alma, Primo, NRE, WC)
Jan 2015 Cohort 4 WILL go live (Alma, Primo)
Jan 2015 Cohort 1-4 WILL migrate off of NRE and WC- and Start Using:
Alma Resource Sharing
Overview
• Location• Orbis Cascade Alliance• Past Direction • Change • Partnerships
• Current State of Affairs • New Strategic Agenda• Lessons Learned • Questions
Strategic Agenda 2014-1. Work Smart
Work and partner at the appropriate scale: local, regional, national, international
• Maximize impact Do things once Do things the same Do things together
• Invest in staff training, development, and expertise• Leverage financial resources
Strategic Agenda 2014-2. Design for Engagement
Collect wisely, share freely, and enhance the teaching, learning, and research environment
• Investigate, create, and implement discovery and resource sharing tools
• Expose and preserve unique collections• Improve usability and reduce barriers to access
Strategic Agenda 2014-2. Design for Engagement
Collect wisely, share freely, and enhance the teaching, learning, and research environment
• Collaborate for shared access and shared collections• Create and promote new models of publication and data
curation• Explore new models of pedagogy to advance learning
and scholarship
Strategic Agenda 2014-3. Innovate to Transform
Push boundaries, change the landscape, and inspire the profession
• Demonstrate the broader contributions of libraries in higher education
• Pursue research• Develop groundbreaking services• Reimagine shared systems• Advocate for change
Lessons !!!• If you dream it you can do it
• Little steps adds up to HUGE advances
• Communication is never enough
• Schedule breaks
Lessons !!!• Anticipation is worse than reality
• Everyone is stressed so tread with kindness
• We all want this to work, and to work extremely well
Overall
Anya N. Arnold
Resource Sharing & Courier Program Manager
Orbis Cascade Alliance
AnyaA@OrbisCascade.org
@AnyaNArnold
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