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.

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John f helmer executive director

Orbis Cascade Alliance

and WorldCat Navigator

ACRL

March 14, 2009

John F. Helmer

Executive Director


John f helmer executive director

Overview

  • Orbis Cascade Alliance

    • Major programs

    • Strategic Agenda

  • WorldCat Navigator

    • Motivations

    • Timeline & process

    • Efficiency gains

  • Final thoughts


John f helmer executive director

Membership

Oregon & Washington

Private & Public, 2-year & 4-year

Colleges, Universities,Community colleges

Members serving 600 – 42,000 students (FTE)


John f helmer executive director

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

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


John f helmer executive director

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.


John f helmer executive director

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 …


John f helmer executive director

Summit Fulfillments: FY03-08


John f helmer executive director

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)


John f helmer executive director

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


John f helmer executive director

Timeline & process

  • 2006

    • October: Strategic Agenda formalized

  • 2007

    • March: first board-level consideration of WCLocal

    • November: accelerated investigation of resource-sharing options


John f helmer executive director

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


John f helmer executive director

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


John f helmer executive director

Summit.orbiscascade.org


John f helmer executive director

Efficiency gains

Source: MNLink analysis of Traverse des Sioux Library System

  • 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


John f helmer executive director

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


John f helmer executive director

Final thoughts

  • Importance of Circulation

  • Consortial Borrowing philosophy


John f helmer executive director

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?


John f helmer executive director

Final thoughts: Consortial Borrowing philosophy

A somewhat unfair comparison


John f helmer executive director1

Orbis Cascade Alliance

and WorldCat Navigator

ACRL

March 14, 2009

John F. Helmer

Executive Director


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