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Reaching a Higher Summit elevating discovery and resource sharing
John F. HelmerExecutive Director
Nancy NathansonImplementation Team
Resource Sharing Program Manager
Adriene LimImplementation Team
Associate University Librarian, Portland State University
NWILL, September 2008
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Membership
Oregon & WashingtonPrivate & Public, 2-year & 4-year
Colleges, Universities, Community collegesMembers serving 600 – 42,000 students (FTE)
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36 Members
7Puget Sound
5Eastern2
Cen
tral
2Southern
20W
illam
ette
Val
ley
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
Cas
cad
e R
ang
e
213,000 student FTE
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Conferences & Workshops ARL/ACRL Institute on Scholarly Communication
(Portland, December 1-3, 2008)
Cooperative Collection Development YBP agreement Distributed Print Repository
Courier Service 250 libraries served through 76 dropsites in Oregon,
Washington, & Idaho 400,000 packages per year
Digital Services Summit search engine, digital collections, institutional
repositories, etc.
Major Programs
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Electronic Resources 62 libraries in Oregon, Washington, Idaho, Hawaii Databases, ejournals, 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 institutions in Oregon and Washington 9.2 million unique titles, 28.7 million items Requests: 456,109 last year Fulfillments: 433,117 last year
Major Programs
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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)
Strategic Agenda
“Moving to the Network Level” – April 2006 Retreat
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Three-pronged effort
1. Negotiate
2. Communicate
3. Explore alternatives
Accelerated work on resource sharing
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Discovery Group Catalog on the WorldCat.org platform Option for member libraries to implement
WorldCat Local
Delivery Navigator Request Engine
Virtual Document eXchange (VDX) III Circulation gateway – development
Integrated solution
WorldCat Navigator
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Key to first-rate functionality and labor saving
Technical approaches
Single platform
Robust implementation of standards (e.g., NCIP)
Workaround
Complex workaround(s)
More on the Circulation Gateway
Future approaches to circ functionality?
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Motivations
Leadership opportunity
Foster competition in the marketplace
Cost effective
Cross-platform
Merging of ILL and circ workflows
Solution based on standards
Strategic partnership with OCLCExcellence in service to patrons
• Improved discovery system• More trading partners, more materials available• Continuous improvement• Increase in resource sharing
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Time
Contract
Technical
Transition
Changes in workflow
Governance and growth Planning for success
Challenges
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Moving services to the highest appropriate network level
Broader Implications
Global Catalog
Regional Catalog
Local ILS
Disintegrating the ILS?cataloging, discovery, resource sharing, … next?
Importance of interoperability (standards)
Opportunity to simplify?
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Implementation
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Implementation Story: 2 themesNotNot: implementation of a
product
Design and Development Design and Development of a product, then adapting it – and us – to replace an existing program
Time & ResourcesTime & Resources
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Implementation: drivers
Schedule: Firm shutdown date Timing: Peak requesting period Characteristics of members’ individual
systems Developer challenges: organization;
combining multiple services while developing a new, integrated service (not just a big ILL)
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Implementation: logistical challenges
No new staffing Maintain existing system, & moratorium 37 different sites
Varying skills, expertise, institutional memory Varying hardware, software, etc.
Moving targets Service features still in design Schedules (dates)
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Implementation: program challenges
PoliciesPolicies: keep the policies (what is loaned, to whom, and for how long) while using new tools to deliver the program
ProceduresProcedures: some are important, some were simply in response to the specific technology
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Implementation: strategies
All hands on deck Firm deadlines (that get
amended) Frequent
communication Extended
communication using liaisons
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Implementation: who
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Implementation: planning & doing
Develop a draft plan
Review Amend Review Adopt
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Implementation: logistics
How we meet
How we work
Costs (central vs. local)
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Implementation: setup
Designing software and processes: Write; test; re-write
Submitting detailed technical information to OCLC
Requesting detailed technical information from members (vs. going in and getting it)
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Implementation: configuration
At OCLC At local sites Hello, is anyone
there?
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Implementation: technical challenges
Security software
Security policies
Local setup
Varying experience, expertise,
institutional memory
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Portland State University–Quick Facts University size:
Student headcount =27,000, FTE =17,000
Library collection size: Approx. 1.3 million titles, 2+ million volumes 18,900 journal subscriptions, 70,000
accessible e-journals
Using Innovative Millennium & ILLiad Joined Summit system in 2002
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Consortial Borrowing – PSU Trends Second highest requests across Alliance
last two years Lending fulfillments 07/08 = 40,919 Borrowing fulfillments 07/08 = 37,618
Lending/Borrowing growing annually: Lending increased 11% 06/07-07/08 Borrowing increased 4.3% 06/07-07/08
How will WC Navigator impact PSU?
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Summit comparison – 2005/2006
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
UW UO PSU OSU
Lending
Borrowing
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Summit comparison – 2006/2007
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
UW PSU UO OSU
Lending
Borrowing
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Summit comparison – 2007/2008
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
UW PSU UO OSU
Lending
Borrowing
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Interlibrary Loan – PSU Trends
0
2000
4000
6000
8000
10000
12000
14000
2005-2006 2006-2007 2007-2008
Borrowing
Lending
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Anticipated: Requesting will increase! Summit and ILL requests will increase UW’s reported increases for WC Local:
62% increase in Summit borrowing 114% increase in ILL borrowing requests
PSU implementing WC Local in mid-2009
Snapshots of patron interface still in development stage…
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Request Summit Item
Button presented when item is available for requesting
from Summit libraries
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Find It @ Your Library
Button presented when item is an article citation or
otherwise not requestable through Summit system
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OpenURL: Group Resolver
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Request from Interlibrary Loan
Button presented when item is not held by any Summit
libraries
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Resource sharing - Convergence? Boundaries becoming blurred, systems
more and more integrated Staff will be using what essentially are
two ILL systems: NRE/VDX and ILLiad Should “Resource sharing” units on the
staff side become more integrated too over time?
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Blended Service Desk
How to prepare for the huge increase? Idea of Blended Service Desk under consideration
Co-location of ILL and Summit staff Efficient use of physical space Cross-training of staff Sharing of student assistants
Some centralized paging of items?
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Other issues/points:
Network-level cataloging is new for us! Some staff workarounds needed as
more integration of NRE/VDX with Millennium is developed
Final thought: Development partnership is a lot of work, but the increased discovery, access and potential of the new Summit system and WC Local will be worth it!
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Reaching a Higher Summit elevating discovery and resource sharing
John F. HelmerExecutive Director
Nancy NathansonImplementation Team
Resource Sharing Program Manager
Adriene LimImplementation Team
Associate University Librarian, Portland State University
NWILL, September 2008