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Megan Drake Pacific University Al Cornish Orbis Cascade Alliance

Migrating to a Shared ILS Using Alma and Primo May 1, 2014. Megan Drake Pacific University Al Cornish Orbis Cascade Alliance. O rbis Cascade Alliance. Academic, multi-state Broad set of core services. Consortial circulation via WorldCat Navigator Courier across three states

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Megan Drake Pacific University Al Cornish Orbis Cascade Alliance

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  1. Migrating to a Shared ILS Using Alma and Primo May 1, 2014 Megan Drake Pacific University Al Cornish Orbis Cascade Alliance

  2. Orbis Cascade Alliance Academic, multi-state Broad set of core services • Consortial circulation via WorldCat Navigator • Courier across three states • Databases & Ejournals • Demand Driven Acquisition of Ebooks • Distributed Print RepositoryWEST: Western Regional Storage Trust • Northwest Digital Archives

  3. Alliance’s move to a Shared ILS • Move from legacy management system products and technologies • Cost savings • Benefits from the use of shared tool -Collaborative technical services-Cooperative collection development

  4. Alliance Shared ILS RFP Request for Information process, 2011 Request for Proposal process, 2012

  5. Migration architecture • 37 Alliance institutions in four cohorts/two year migration period -Largest, most complex institution in Cohort 1-Shared bibliographic zone fully populated with OCLC WorldCat records held by one or more Alliance institutions • Sister consortium implementation in parallel with Cohort 3-Result: 13 institution cohort

  6. Migration update Production use of Alma and Primo at 17 institutions 10 Alliance institutions currently in migration

  7. Employing Alma • Simultaneous use to support institution-centered and Alliance-centered workflows • February breakthroughs: • Managing Demand Driven Acquisitions program centrally, not institutionally • Synchronized Network Zone holdings with OCLC WorldCat

  8. Employing Primo Primo challenged by Alliance scale: • Cross-institutional deduplication of search results not achieved in first nine months of production • Instability in supporting library operations • Resolution expected to be achieved through an early May migration to a new, deduplicated Primo environment

  9. The Zones

  10. Current Publishing Model

  11. Current Publishing Model

  12. Alma Centralized Publishing

  13. Alma Centralized Publishing

  14. Challenges • Best practices for and coordination of technical services operations • Vendor integrations • Training • Complexity • Tight schedule • Creating policy before all cohorts are up and running

  15. Post-Migration Wins • Merging of silos • Opportunities for varying levels of automation • Further blending of acquisitions & cataloging • Greater collaboration among Alliance members • Obtaining e-book resources is much faster • Batch record loads “just happen” once configured correctly

  16. Hopes and Dreams When all four cohorts live: • Collaborative technical services • Summit 3 – True peer-to-peer resource sharing among institutions • No more hardware purchases/maintenance • Streamlined operations across the alliance as a whole • Much easier to manage consortial collection development and purchasing

  17. Center of Excellence • Partnership vision: Development of software, services, and best practices related to the consortial use of Alma and Primo • Initial development focused on support for Summit consortium borrowing service in Alma and Primo

  18. Migrating to a Shared ILS using Alma and Primo ? Q/A ? Megan Drake Pacific University Al Cornish Orbis Cascade Alliance

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