John F. HelmerExecutive Director

A New Alternative for A New Alternative for Resource Sharing: Resource Sharing: WorldCat Navigator & WorldCat Navigator & Orbis Cascade AllianceOrbis Cascade AllianceSCELC

ColloquiumMarch 10, 2009

Orbis Cascade Alliance• Major programs

• Strategic Agenda

WorldCat Navigator• Motivations

• Timeline & process

• Efficiency gains

Final thoughts

OverviewOverview

MembershipMembership

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

Colleges, Universities, Community collegesMembers serving 600 – 42,000 students (FTE)

36 Full Members~280 libraries served

7Puget Sound

5Eastern2

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2Southern

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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

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

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

Summit Fulfillments: FY03-08

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

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

2006– October: Strategic Agenda formalized

2007– March: first board-level consideration of WCLocal– November: accelerated investigation of resource-sharing

options

Timeline & Timeline & processprocess

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

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

Summit.orbiscascade.Summit.orbiscascade.orgorg

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

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

Final Final thoughtsthoughts

Importance of Circulation

Consortial Borrowing philosophy

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

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

John F. HelmerExecutive Director

A New Alternative for A New Alternative for Resource Sharing: Resource Sharing: WorldCat Navigator & WorldCat Navigator & Orbis Cascade AllianceOrbis Cascade AllianceSCELC

ColloquiumMarch 10, 2009