john f. helmer executive director
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Orbis Cascade Alliance and WorldCat Navigator. ACRL March 14, 2009. John F. Helmer Executive Director. Overview. Orbis Cascade Alliance Major programs Strategic Agenda WorldCat Navigator Motivations Timeline & process Efficiency gains Final thoughts. Membership. - PowerPoint PPT PresentationTRANSCRIPT
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John F. HelmerExecutive Director
Orbis Cascade AllianceOrbis Cascade Allianceand WorldCat Navigator and WorldCat Navigator
ACRLMarch 14, 2009
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Orbis Cascade Alliance• Major programs
• Strategic Agenda
WorldCat Navigator• Motivations
• Timeline & process
• Efficiency gains
Final thoughts
OverviewOverview
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MembershipMembership
Oregon & WashingtonPrivate & Public, 2-year & 4-year
Colleges, Universities, Community collegesMembers serving 600 – 42,000 students (FTE)
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36 Full Members~280 libraries served
7Puget Sound
5Eastern2
Cent
ral
2Southern
20W
illam
ette
Valle
yCa
scad
e Ra
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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 CollegeSeattle Pacific UniversitySeattle UniversitySouthern Oregon UniversityThe Evergreen State CollegeUniversity of OregonUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University
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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.
Major ProgramsMajor Programs
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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 …
Major ProgramsMajor Programs
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Summit Fulfillments: FY03-08
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1. Regional Library Services Center
2. Cooperative Collection Development
3. Digital Services Program
4. Northwest Digital Archives
5. ARL/ACRL Institute on Scholarly Communication
6. Next Generation Systems Data Harvesting Discovery: Aquabrowser, Encore, Endeca, Local development, WorldCat Local, Primo, etc. Resource Sharing Systems Integrated Library Systems (ILS)
Strategic Agenda: 2006-Strategic Agenda: 2006-20092009
“Moving to the Network Level” – April 2006 Retreat
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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
WorldCat WorldCat NavigatorNavigator
Integrated solution
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2006– October: Strategic Agenda formalized
2007– March: first board-level consideration of WCLocal– November: accelerated investigation of resource-sharing
options
Timeline & Timeline & processprocess
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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
Timeline & Timeline & processprocess
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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
Timeline & Timeline & processprocess
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Summit.orbiscascade.Summit.orbiscascade.orgorg
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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
Efficiency gainsEfficiency gains
Source: MNLink analysis of Traverse des Sioux Library System
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Why WorldCat Why WorldCat Navigator?Navigator?
Leadership opportunityFoster competition in the marketplaceCost effective Cross-platform Merging of ILL and circ workflowsSolution 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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Final Final thoughtsthoughts
Importance of Circulation
Consortial Borrowing philosophy
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Technical approaches
– Single platform
– Robust implementation of standards (e.g.,
NCIP)
– Workaround
– Complex workaround(s)Better approaches to circ functionality?
Circ integration = Key to labor saving and first-rate consortial borrowing functionality
Final thoughts: importance of Final thoughts: importance of circcirc
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Final thoughts: Consortial Final thoughts: Consortial Borrowing philosophyBorrowing philosophy
ILL Consortial Borrowing
• Global • Regional
• Variable level of trust • Trusted partners
• Exceptions • Standardization
• Complex • Simple
• Diverse workflows • Integrated workflows
• Mediated • Patron in control
• Lower volume, higher unit cost • Higher volume, lower unit cost
A somewhat unfair comparison
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John F. HelmerExecutive Director
Orbis Cascade AllianceOrbis Cascade Allianceand WorldCat Navigator and WorldCat Navigator
ACRLMarch 14, 2009