Orbis Cascade Alliance and

OCLC consortial borrowing solution

John F. HelmerExecutive Director

ICOLC April 2008

Membership

Oregon & WashingtonPrivate & Public, 2-year & 4-year

Colleges, Universities, Community collegesMembers serving 800 – 40,000 students (FTE)

7Puget Sound

5Eastern2

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tral

2Southern

18W

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Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community CollegeClark CollegeEastern 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 CollegeWashington State UniversityWarner Pacific CollegeWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University

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35 Members220,000 student FTE

Summit Union Catalog & Borrowing 35 institutions in Oregon and Washington 9 million unique titles 28 million items 367,578 loans last year

Courier Service 250 libraries served through 76 dropsites in Oregon, Washington, & Idaho 350,000 packages per year

Electronic Resources 62 libraries in Oregon, Washington, Idaho, Hawaii Databases, ejournals, etc.

Northwest Digital Archives 31 libraries and archives in Oregon, Wash., Idaho, Montana, and Alaska EAD finding aids, union database, digital content

Digital Services 34 institutions in Oregon and Washington Summit search engine, digital collections, institutional repositories, etc.

Major Programs

Regional Library Services Center Cooperative Collection Development Digital Services Program Northwest Digital Archives Scholarly Communication Symposium Next Generation Systems

Data Harvesting Discovery: Aquabrowser, Encore, Endeca, Local

development, WorldCat Local (Univ of Wash), Primo, etc.

Resource Sharing ILS

Strategic Agenda

“Moving to the Network Level” – April 2006 Retreat

November-March: Proposal developed in collaboration with OCLC Sheffield, UK office

March 20: full day presentation and discussion with board members and technical staff, ~90 participants

March 21: decision to enter into development effort with OCLC for a “consortial borrowing solution”

April 14 News Release

Accelerated work on resource sharing

Discovery WorldCat Group catalog on the .org platform Option for member libraries to implement

WorldCat Local

Delivery Virtual Document eXchange (VDX, Fretwell

Downing roots) Circulation gateway (development) Group SRU target (development)

Integrated solution

OCLC consortial borrowing solution

Motivations

Leadership opportunity

Foster competition in the marketplace

Cost effective

Improved discovery system

Cross-platform

Includes important features such as Load balancing, Pick-up anywhere, Patron tracking & authentication

Probable increase in resource sharing activity

Potential merging of ILL and circ workflows

Strong likelihood of continuous development

Solution based on standards

Strategic partnership with OCLC

April-August Database reconciliation projects for all members to

improve accuracy and completeness of holdings in Worldcat

VDX profiling Circulation gateway Group SRU target Training

Late August: first iteration goes live

September-December: transition!

Timeline

TimeContractTechnical

Circulation gateway Group SRU target

Transition Shut down Start up

WorkflowGovernance and growth

Planning for success

Challenges

Our new slogan! …

“Fasten your seat belts. It's going to be a bumpy night”

Bette Davis as Margo Channing

All About Eve

Orbis Cascade Alliance and

OCLC consortial borrowing solution

John F. HelmerExecutive Director

ICOLC April 2008