John F. Helmer Executive Director

1. Orbis Cascade Alliance: Adventures in Resource Sharing and Strategic Planning GWLA Spring 2009 Meeting John F. Helmer Executive Director

2. Overview • Orbis Cascade Alliance • Major programs • Strategic Agenda • Summit Migration • Motivations • Timeline & process • Comparison with ILL, INN-Reach • New Strategic Agenda

3. Membership Oregon & Washington Private & Public, 2-year & 4-year Colleges, Universities,Community colleges Members serving 600 – 44,000 students (FTE)

4. 36 Full Members about 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 Portland State University Reed College Saint Martin’s College Seattle Pacific University Seattle University Southern Oregon University The Evergreen State College 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 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 • Institutional repositories, IMLS Planning Grant, etc.

6. Major Programs • Electronic Resources • 80 libraries in Oregon, Washington, Idaho, Hawaii • Databases, ejournals, ebooks, etc. • Northwest Digital Archives • 31 libraries, archives, museums, historical societies 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 • INN-Reach 1993-2008  WorldCat Navigator 2009 + • All members use III Integrated Library System • Very popular service …

7. Summit Fulfillments: FY03-08

8. 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)

9. 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

13. Summit.orbiscascade.org

14. WCNavigator compared to ILL Source: MNLink • Borrowing: time savings of 27% • Key features • Creation of a brief MARC record for the catalog • Patron hold is placed • Item placed "in transit" to the pickup library • Lending: time savings of 42% • Key features • Creation of hold on requested title • Discharge of item in the circ system

15. WCNavigator compared to INN-Reach Early, anecdotal results … more complete data to follow • Consortial Borrowing  • ILL • Total Resource Sharing • Load balancing is working • Patrons: feedback is good • Staff: more work per item, but it is early

16. WCNavigator compared to INN-Reach Why might we see such changes in consortial borrowing and ILL? • 1. Fast development and implementation • New system: configuration errors, etc. • Relatively little training • 2. User interface, e.g., impact of FRBR on resource sharing • 3. Ease of access and broader availability of WorldCat collections

17. 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

18. Strategic Agenda: 2009+ New! … determined during Council retreat in February 2009 Cooperative Collection Development Regional Library Services Future of Integrated Library Systems Collaborative Tech Services & Shared Staff Digital Initiatives

19. Strategic Agenda: 2009+ • Cooperative Collection Development • Expand Distributed Print Repository • Fuller participation in YBP & GobiTween • Shared monographic purchasing plan • Set a threshold for the maximum number of copies • Centrally funding an e-book collection • Investigate the options for moving acquisitions workflow to the network level • Assigning responsibility to subject selectors to build collections for the Alliance as a whole

20. Strategic Agenda: 2009+ • 2. Regional Library Services • Renew the Alliance’s vision for collaborative activities that might be located in one or several service centers. Explore • range of services desired by the membership • opportunities to build on existing member library activities (for example, existing storage facilities), • adaptation of existing buildings, • new construction, and • locations in Oregon or Washington

21. Strategic Agenda: 2009+ • 3. Future of Integrated Library System • Open source or web-scale library technology projects, including • WorldCat Local development • Open Source Software project (probably Evergreen) • Open Library Environment Project (OLE) • Shared bibliographic database and inventory control system

22. Strategic Agenda: 2009+ • 4. Collaborative Tech Services & Shared Staff • Pilot project proof of concept • Possible Collaborative Technical Services Symposium

23. Strategic Agenda: 2009+ • 5. Digital Initiatives • Institutional repository: one or more Alliance institutions hosting an IR for a group as well as options for a centrally-hosted IR (e.g., Alliance, another consortium, vendor) • IMLS Planning Grant to integrate existing systems and the determine what can be taken to network level and what should remain local • bring together consultants from peer organizations to address operational and technical issues • Programmer consultant dedicated to creating a working prototype for integrating commonly used systems • create a comprehensive plan, including • a set of actionable proposals for developing a digital services program • working prototype for integrating systems

24. Orbis Cascade Alliance: Adventures in Resource Sharing and Strategic Planning GWLA Spring 2009 Meeting John F. Helmer Executive Director