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Orbis Cascade Alliance and WorldCat Navigator. April 1, 2009. Kyle Banerjee Digital Services Program Manager. Oregon & Washington Private & Public, 2-year & 4-year Colleges, Universities, Community colleges Members serving 600 – 42,000 students (FTE). Orbis Cascade Alliance.

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orbis cascade alliance and worldcat navigator

Orbis Cascade Allianceand WorldCat Navigator

April 1, 2009

Kyle Banerjee

Digital Services Program Manager

orbis cascade alliance

Oregon & Washington

Private & Public, 2-year & 4-year

Colleges, Universities,Community colleges

Members serving 600 – 42,000 students (FTE)

Orbis Cascade Alliance


36 Full Members

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


Puget Sound




Willamette Valley



Cascade Range



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 …

Major Programs

major programs1

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.
why migrate

Why migrate?

  • A better patron experience
    • More things that patrons need are not physically in the library, so improved discovery is needed
  • Strategic benefits
    • Move towards network level services and reduction of redundant systems and workflows
    • Standards based solution essential for long term viability and bringing disparate services together
    • Leadership opportunity
    • Partnership with OCLC
things to keep in mind

Things to keep in mind

  • Know the stages of migration
    • Skepticism and unfavorable comparisons between old system and new
    • Finding a groove
    • Learning to leverage strengths of new system
  • Make it work, make it fast, make it slick (in that order)
    • Don’t fixate on or sweat the small stuff
    • Keep your eye on the things that really affect service
  • Migration is like diving
    • Doing things halfway to appease those raise concerns is not recommended….
worldcat navigator


    • Group Catalog on the WorldCat.org platform
    • Option for member libraries to implement WorldCat Local
  • Delivery
    • Navigator Request Engine
    • Circulation gateway (challenging due to lack of standards support or DBMS back end)

WorldCat Navigator


March 2008

      • Board decision to work with OCLC to develop Navigator
      • Implementation Team and workgroups formed
  • October 15
      • WorldCat Navigator delivered
  • November
      • Work out bugs, get trainers and staff up to speed
  • December 1
      • Showtime!


load balancing

Load balancing

  • Using manually generated rota
    • After 2 months, only 11% institutions have received/shipped ratio between 0.9 and 1.1.
    • Huge disparities. Worst ratio is 9.1
  • After using automatic rota for one month
    • Over 75% of membership has shipped/received ratio between 0.9 and 1.1
    • Close to half of libraries have ratio between 0.95 and 1.05
    • Worst ratio is 1.2 (6 items received for every 5 lent)
    • Expect rates to improve with time
navigator resource sharing at a glance

Navigator resource sharing at a glance

* May be in development and/or related to lack of III standards support

side effects

Side effects

  • Varies by institution
    • Overall, consortial borrowing is down but ILL is up
    • ILL increases ranging from not measurable to 144%
    • Staff workload manageable at all sites
    • Fulfillment rates down. Consortia wide for month of March is 84%
    • Fulfillment times are up
    • Relatively few complaints
the hard part easy part on next slide

The hard part (easy part on next slide)

  • Communication
    • Hundreds of staff affected. Circ/ILL reconfiguration
    • Need to provide hundreds (and possibly even thousands) of institutions appropriate configuration parameters to OCLC
    • Faculty and patrons need to be informed
    • Managing the jitters
  • Configuration
    • In NRE: Request managing locations, shelf and pickup locations, notices, institutional patrons, paging slips, holds, etc
    • At local sites (varies with ILS): network connectivity, indexing, reclamation, accounts, holds, paging slips, firewall, load tables, templates
  • Training
    • People need to know what to do or they will behave unpredictably


April 1, 2009

Kyle Banerjee

Digital Services Program Manager