niso webinar: embracing the cloud: real life examples of library cloud implementation
DESCRIPTION
Cloud computing, a concept that has leapt onto the scene in the last few years, is available to libraries in the form of hosted systems for an ILS or for e-resource access. These systems take advantage of cheaper computing power, increased availability of services such as Amazon Web services, and new development strategies from library vendors. What does moving library information to a networked environment do to improve the overall management of the system? How can libraries leverage cloud-hosted and managed collections? Are there tradeoffs in terms of local control? Learn the answers to these and related issues at this webinar where speakers will discuss actual cloud implementations in library environments.TRANSCRIPT
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Embracing the Cloud: Real Life Examples of Library
Cloud Implementation
February 8, 2012
Speakers: Erik Mitchell, Lynne Jacobsen,and Charlene McGuire
http://www.niso.org/news/events/2012/nisowebinars/embracing_the_cloud/
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PEPPERDINE UNIVERSITY LIBRARIES
MOVE TO THE CLOUD
NISO Webinar
February 8, 2012
Lynne Jacobsen
Associate University Librarian for
Information Resources, Collections, and
Scholarly Communication
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PEPPERDINEUNIVERSITY PROFILEOver 7,500 students5 schoolsIndependent private Christian university12 locationsOver 500,000 volumesOver 175,000 ebooksOver 30 historic surfboards in special collections
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REASONS FOR MOVING TO THE CLOUD
Server needed replacing
Moving to outsourced hosted solutions
Lower the total cost of ownership
Enable more efficient workflows in all areas
Offer a better catalog with Google-like searching and Web 2.0 features
Improve interoperability between various library systems and services
Find a better way to manage e-resources
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WHY OCLC WMS?
Great relationship with OCLC, quality products, shared data, impressive roadmap
WorldCat Local catalog –better discovery with increased circulation and ILL (tripled)
Outsourced hosting—no more hardware/software upgrades to manage
Significant savings in total cost of ownership—$50,000 annually
Many efficiencies in technical services and in the use of shared data
Integration with ILLiad, CONTENTdm, and other services
Potential for 3rd party apps –making technology work to save time
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OUR LAST MIGRATION
Conducted an OCLC batch reclamation project
Updated MARC holdings data in our local system
Standardized OCLC number formatting (MARC 035 tag)
Item and holdings records were merged into Local Holdings Records (LHRs)
Migrated only current circulation data
Patron data was loaded from PeopleSoft
No acquisitions data was migrated
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AN OPPORTUNITY TO STREAMLINE POLICIES
Reduced the number of loan periods
Reduced the number of patron groups
Standardized policies across all branches
Improved services by offering:
Longer loan periods
No more fines
On-shelf holds
Courtesy notices
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IN GENERAL, WHAT CHANGED?
Acquisitions and cataloging are blended
Maintain one catalog instead of two
Accept cataloging copy
Use vendor services
Staff can now work on other tasks
One staff reassigned to ILL for 40% of her job; one staff doing admin and original cataloging; one position created for collection development
A cultural shift occurred in several areas
Change is constant
Less control = freedom
Catalog searching now from broad to narrow utilizing facets
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WHAT’S DIFFERENT? With one motion
during receiving—
Barcode is added
Call number from bib record populates field
Item is marked as received
Holdings are automatically updated in OCLC (LHRs are created)
Copy cataloging and receiving are combined
Edit records in Connexion only when critically important
With shelf-ready service, books go out fast
For us, invoicing is separate from receiving
More time for cataloging ETDs and special collections
We no longer export bibliographic records to a local system, edit records, conduct authority control, or
update holdings in a local system
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CIRCULATION CHANGES
Reserves are much improved
All reserve items are fully cataloged
Holds are handled differently
No longer check items in twice
Student workers are easily trained on WMS
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E-RESOURCE MANAGEMENT
Migrated holdings to the Knowledge Base (KB) from OCLC Link Manager
E-journal titles are automatically updated in the KB by Pubget
The KB then automatically updates holdings in WorldCat
We can add and delete titles as well as collections in the KB
E-book subscriptions are also maintained in the KB
Links automatically appear for held titles
Just started adding license data
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ARE ANY FUNCTIONS MISSING?
Functions not yet ready, but coming soon—
Robust reporting
EDI invoicing
Serial pattern data
Serial claiming
Call number browsing
Inventory processing
Catalog query from ILLiad
Batch spine label printing
Single sign-on capability
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SOME ADVANTAGES OF BEING IN THE CLOUD
Can work from a laptop from anywhere (in the stacks, at home, overseas)
Logins are person-specific
No longer log into specific modules
Permissions are set for each user
Use a real-time pull list
No more clients, servers, or updates to manage
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CHANGE MANAGEMENT
Manage the extent and frequency of change
Communicate what we are doing and why
Get people involved—ask for their input
Plan—Prepare—Train
Avoid conflicting messages
Ensure quick success
Celebrate often!
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IN CONCLUSION— We would do it again
We enjoyed being a beta test site
We’ve started forgetting how we used to do things
WMS begins to fade into the background as we concentrate on collections and services
We look forward to all that webscale can offer
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Embracing the Cloud
Southwest Kansas Library SystemSWKLS
Charlene McGuire, Technology [email protected]
February 8, 2012
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SWKLS Territory•21 Counties (SWKLS is the only tech support for 18 of these counties)•Over 17,000 square miles•Furthest library is a 280 mile round-trip•36 Libraries in Swiftnet Consortium•Smallest served population: 56•Largest served population: 20,525
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Where We Started
• 2006: The State Library of Kansas challenged public libraries to create a statewide online card catalog with real time holding information and self-initiated interlibrary loan. The goal was to have at least 80% of public libraries in KS automated.
• SWKLS had 27 libraries on stand-alone ILS and 9 libraries who were good candidates to automate. Only 12 of the 27 libraries had catalogs accessible on the web. Only 1 library had an ILS that could connect to a statewide system.
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Challenges
Major obstacles to small libraries
• Difficulty in maintaining a server
• Cost of equipment and software
• Time to implement, maintain, and wait for help to arrive when needed
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Solution
Hosted ILS: The Server
• The vendor provides the server
• The vendor maintains the software
• The vendor installs all upgrades
• The vendor performs database backups
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Solution
Hosted ILS: The Software
• There is no client software to load or maintain on multiple workstations
• Updates are instantly and seamlessly available at each location
• No local IT configuration is required
• Eliminates server software upgrades and troubleshooting
• Customizations work with each new release
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Solution
Hosted ILS: The Cost
• Again there is no costly server to buy, maintain, and backup
• Minimizes IT cost of visits to take care of hardware and software issues
• Shared costs of consortium saves money
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Solution
Hosted ILS: The Time
• Time not needed to install updates
• Time not needed to backup files
• Time is not wasted waiting for IT support to arrive when there is a problem
• Most issues can be handled online from any Internet accessible computer
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Patron Benefits
• Access to library holdings from the web anywhere, any time
• Ability to see what materials are currently checked out and when they are due back
• Ability to renew items on the web if allowed by the library
• Ability to see if item is on the shelf and place reserves• Ability to see what neighboring libraries have on the
shelf• Schools can see what materials the local public library
has in its collection
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Patron Benefits
• Ability to search local, regional, and state catalog as well as Kansas provided databases in one search (Google style)
• Vendor authenticates federated searches
• Vendor authenticates time management systems
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Drawbacks
• Need a reliable, high speed Internet connection
• When the Internet is down, the ILS is down (vendor does provide a standalone circulation module for such occasions)
• Yearly hosting fees must be paid or records removed
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Requirements
• A reliable, high speed Internet connection
• At least 1 circulation computer
• Barcode scanner
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Examples
http://swkls-verso.auto-graphics.com/iluminar/home.asp#Iluminar