Northwest Interlibrary Loan and Resource Sharing Conference

Adventures in ILS Sharing

John F. HelmerExecutive Director

Outline

Orbis Cascade Alliance

Shared ILS

What?

Why?

Who?

When?

Sister Consortia

Summit through the ages

Orbis Cascade AllianceConsortium of academic libraries in Oregon, Washington, and IdahoPrivate & Public, 2-year & 4-yearColleges, Universities, Community Colleges

37 Members260,000+ Student FTE

7Members

6Members2

Members

2Members

20Members

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 UniversitySeattle Pacific UniversitySeattle UniversitySouthern Oregon UniversityThe Evergreen State CollegeUniversity of IdahoUniversity of OregonUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University

What are we doing?

Migrating 37 colleges, universities, and community colleges to Ex Libris Alma (staff) and Primo Direct (discovery).

Along the way, replacing • Integrated Library Systems• Discovery systems • Electronic Resource Management systems• Link resolvers/knowledgebases• Standalone proxy servers • Local servers … going to the cloud

Why are we doing this?

… because of the past… because of the future

Why? … because of the pastOld 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. etc.

Why are we doing this?

Why? … because of the futureBetter services for students, faculty, staffImproved resource sharing … a better SummitImproved staff toolsEnabling

• Collaborative Technical Services• Vision of “one collection”

New vendor optionsAlma, Intota, Sierra, WMS, etc.

Why are we doing this?

Chair John F. Helmer Orbis Cascade AllianceCirc & Resource Sharing Bill Kelm  Willamette University

Collaborative Tech Services Ann Miller University of Oregon

Richard Jost University of WashingtonCollection Development Xan Arch Reed College

Communication Susan Barnes Whyte Linfield College

Council Liaison Natalie Beach Chemeketa Community College

RFI Team Bill Jordan University of Washington

Systems Al Cornish  Washington State University

Dave Lippert Portland Community College

Wade Guidry University of Puget Sound

User Services Dena Hutto Reed College

Emily Miller-Francisco Southern Oregon University

Logistics Elizabeth Duell Orbis Cascade Alliance

Who is involved?- Previous -

Shared ILS Team

- Current -Contract Negotiation Team

John F. Helmer Orbis Cascade Alliance

Chris Shaffer Treasurer, Chair-elect for 2013University Librarian, Oregon Health & Science University

Deborah Dancik Past ChairUniversity Librarian, Willamette University

Bill Jordan Shared ILS Team memberAssociate Dean, University of Washington Libraries

Who is involved?

- Next … three new teams -

Policy Team

Shared ILS Implementation Team

Collaborative Technical Services Team

Who is involved?

– Next –

Policy TeamChair and 2-3 Board members

Chair tba

Two additional Board members tbaExecutive Director John F. Helmer

Who is involved?

– Next –

Shared ILS Implementation TeamChair and 7 members

Chair Lynn Chmelir, Orbis Cascade Alliance

Chairs of 6 Working Groups CatalogingAcquisitionsSerials & ERMCirculation & Resource SharingDiscoverySystems

Joint appointment Collection Development Committee

Who is involved?

Each working group will have a designated contact at every member institution

Charge of the Shared ILS Implementation Team 

Coordinate the overall operation of the Shared ILS; identify and implement those policies, procedures, and system-wide standards for use of the system as are required; identify and promulgate best practices; consult and communicate with the Alliance membership regarding the operation of the system; and serve as an expert resource for the ILS and its operation. 

Forward to the Policy Team those high-level issues that impact the Alliance as a whole, have budgetary implications, create inequalities among the members, or require amending current policies.

Who is involved?

– Next –

Collaborative Technical Services TeamChair and 7 members

Chair tba

Chairs of 5 Working Groups CatalogingAcquisitionsSerials & ERMTraining

Joint appointment Collection DevelopmentTwo additional team members tba

tba

Who is involved?

Each working group will have a designated contact at every member institution

When will this happen?September 2012 Appointments made

Cohorts setLynn Chmelir starts!

Sept/October 2012 Contract signedShared ILS Team begins

January-June 2013 Profiling the new system

July 2013 Cohort 1 goes live!January 2014 Cohort 2 goes live!July 2014 Cohort 3 goes live!January 2015 Cohort 4 goes live!

Sister ConsortiaSister Consortia are …

organizations comprised of non-Alliance member institutions that currently share an integrated library system with one or more Alliance members.

Consortium Alliance partnerChemeketa Cooperative Regional Library Service Chemeketa CCCooperating Libraries in Olympia Evergreen, St Martin’sHatfield Library Consortium WillamettePortland Academic Medical Libraries Consortium OHSUSage Library System EOUWashington Idaho Network U Idaho

Sister Consortia

Sister Consortia are engaged in discussions about their future directions.

Alliance contract with Ex Libris will includea) An option for Sister Consortia to migrate to Ex Libris

if they so choose.

b) Ex Libris commitment to resource sharing standards if Sister Consortia decide to use a cross-platform resource sharing system (such a WorldCat Navigator).

Summit through the ages

Early 1990’s Orbis via INN-Reach

Cascade via INN-Reach

2003 Summit via INN-Reach

2008 Summit via WorldCat Navigator

2012+ … ? …

Summit through the ages

2012-15 Summit is important all through migration … it is our cross-platform resource sharing system.

2015+ Resource sharing within the Alliance happens via Alma & Primo, but …

What about outside the Alliance?What about Sister Consortia?Is this a 2015+ role for Summit?

Northwest Interlibrary Loan and Resource Sharing Conference

Adventures in ILS Sharing

John F. HelmerExecutive Director