Northwest Interlibrary Loan and Resource Sharing Conference

1. Northwest Interlibrary Loan and Resource Sharing Conference Adventures in ILS Sharing John F. Helmer Executive Director

2. Outline • Orbis Cascade Alliance • Shared ILS • What? • Why? • Who? • When? • Sister Consortia • Summit through the ages

3. Orbis Cascade Alliance Consortium of academic libraries in Oregon, Washington, and Idaho Private & Public, 2-year & 4-year Colleges, Universities,Community Colleges

4. 37 Members 260,000+ Student FTE 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 7 Members 6 Members 2 Members 20 Members 2 Members

5. 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

6. Why are we doing this? • … because of the past • … because of the future

7. Why are we doing this? • Why? … because of the past • Old systems • 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. etc.

8. Why are we doing this? • Why? … because of the future • Better services for students, faculty, staff • Improved resource sharing … a better Summit • Improved staff tools • Enabling • Collaborative Technical Services • Vision of “one collection” • New vendor optionsAlma, Intota, Sierra, WMS, etc.

9. Who is involved? - Previous - Shared ILS Team

10. Who is involved? - Current - Contract Negotiation Team

11. Who is involved? - Next … three new teams - Policy Team Shared ILS Implementation Team Collaborative Technical Services Team

12. Who is involved? • – Next – • Policy Team • Chair and 2-3 Board members

13. Who is involved? • – Next – • Shared ILS Implementation Team • Chair and 7 members Each working group will have a designated contact at every member institution

14. Who is involved? 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.

15. Who is involved? • – Next – • Collaborative Technical Services Team • Chair and 7 members Each working group will have a designated contact at every member institution

16. When will this happen? September 2012 Appointments made Cohorts set Lynn Chmelir starts! Sept/October 2012 Contract signed Shared 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!

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

18. Sister Consortia Sister Consortia are engaged in discussions about their future directions. Alliance contract with Ex Libris will include An option for Sister Consortia to migrate to Ex Libris if they so choose. Ex Libris commitment to resource sharing standards if Sister Consortia decide to use a cross-platform resource sharing system (such a WorldCat Navigator).

19. 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+ … ? …

20. 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?

21. Northwest Interlibrary Loan and Resource Sharing Conference Adventures in ILS Sharing John F. Helmer Executive Director