John F. Helmer

1
A New Alternative for Resource Sharing
WorldCat Navigator Orbis Cascade Alliance
SCELC Colloquium March 10, 2009

• John F. Helmer
• Executive Director

2
Overview

• Orbis Cascade Alliance
• Major programs
• Strategic Agenda
• WorldCat Navigator
• Motivations
• Timeline process
• Efficiency gains
• Final thoughts

3
Membership
Oregon Washington Private Public, 2-year
4-year Colleges, Universities, Community
colleges Members serving 600 42,000 students
(FTE)
4
36 Full Members 280 libraries served

• 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

7 Puget Sound
5 Eastern
20 Willamette Valley
2 Central
Cascade Range
2 Southern
5
Major Programs

• Conferences Workshops
• ARL/ACRL Institute on Scholarly Communication
• Code4Lib Northwest
• Cooperative Collection Development
• YBP agreement
• Distributed Print Repository
• Courier Service
• 280 libraries served through 80 dropsites in
  Oregon, Washington, Idaho
• 400,000 packages per year
• Digital Services
• Digital collections, institutional repositories,
  etc.

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Major Programs

• Electronic Resources
• 62 libraries in Oregon, Washington, Idaho, Hawaii
• Databases, ejournals, ebooks, etc.
• Northwest Digital Archives
• 31 libraries and archives in Oregon, Washington,
  Idaho, Montana, and Alaska
• EAD finding aids, union database, digital content
• Summit Resource Sharing System
• 36 academic institutions in Oregon and Washington
• 9.2 million unique titles, 28.7 million items
• WorldCat Navigator 2009
• INN-Reach 1993-2008
• All members use III Integrated Library System
• Very popular service

7
Summit Fulfillments FY03-08
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Strategic Agenda 2006-2009
Moving to the Network Level April 2006 Retreat

• Regional Library Services Center
• Cooperative Collection Development
• Digital Services Program
• Northwest Digital Archives
• ARL/ACRL Institute on Scholarly Communication
• Next Generation Systems
• Data Harvesting
• Discovery Aquabrowser, Encore, Endeca, Local
  development, WorldCat Local, Primo, etc.
• Resource Sharing Systems
• Integrated Library Systems (ILS)

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WorldCat Navigator

• Discovery
• Group Catalog on the WorldCat.org platform
• Option for member libraries to implement WorldCat
  Local
• Delivery
• Navigator Request Engine based on Virtual
  Document eXchange (VDX)
• New III Circulation gateway Availability
  Streamlined workflow

Integrated solution
10
Timeline process

• 2006
• October Strategic Agenda formalized
• 2007
• March first board-level consideration of WCLocal
• November accelerated investigation of
  resource-sharing options

11
Timeline process

• 2008
• March
• 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 Navigator
• November work out bugs, train the trainer,
  nine regional training sessions
• December 1 Summit moves from INN-Reach to
  WCNavigator

12
Timeline process

• 2009
• Stress test of system, staff, and workflows under
  large volume of requesting stabilizing load
  balancing
• Implementation of additional features
• creation of temporary bibs/items
• Implementation of EZProxy
• Still to come
• Tracking using item barcode
• Renewals

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Summit.orbiscascade.org
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Efficiency gains
Source MNLink
Without NRE 205 seconds x 1,481 items per month
84.33 hours
ILL staff
Without NRE 105 seconds x 1,481 items per month
43.19 hours
Library staff
Total time savings 420 hours per year
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Why WorldCat Navigator?
Leadership opportunity Foster competition in the
marketplace Cost effective Cross-platform
Merging of ILL and circ workflows Solution based
on standards Strategic partnership with OCLC

• Excellence in service to patrons
• Improved discovery system
• More trading partners, more materials available
• Continuous improvement
• Increase in resource sharing

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What works, what doesnt work (yet) Jan. 2009
developed by Orbis Cascade Alliance
17
What works, what doesnt work (yet) Jan. 2009
developed by Orbis Cascade Alliance
18
Final thoughts

• Importance of Circulation
• Consortial Borrowing philosophy

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Final thoughts importance of circ
Circ integration Key to labor saving and
first-rate consortial borrowing functionality

• Technical approaches
• Single platform
• Robust implementation of standards (e.g., NCIP)
• Workaround
• Complex workaround(s)

• Better approaches to circ functionality?

20
Final thoughts Consortial Borrowing philosophy
A somewhat unfair comparison
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Strategic Agenda 2009

• Cooperative Collection Development
• Monographic purchasing plan
• Threshold for the maximum number of copies.
• Centrally funding an e-book collection
• Investigate the options for moving acquisitions
  workflow to the network level.
• Expand Distributed Print Repository
• Fuller participation in YBP GobiTween
• Assigning responsibility to subject selectors to
  build collections for the Alliance as a whole.
• Regional Library Services
• Future of Integrated Library System
• Open source or web-scale library technology
  projects (e.g., Evergreen, WorldCat Local , Open
  Library Environment)
• Shared bibliographic database and inventory
  control system
• Collaborative Tech Services Shared Staff
• Digital Initiatives
• IMLS planning grant
• Institutional repository

22
A New Alternative for Resource Sharing
WorldCat Navigator Orbis Cascade Alliance
SCELC Colloquium March 10, 2009

• John F. Helmer
• Executive Director