Collaborate to Customize A Consortiums Journey Anya N

Collaborate to Customize: A Consortium’s Journey Anya N. Arnold

Overview • • • Location Orbis Cascade Alliance • • Past Direction • Change • Partnerships Current State of Affairs New Strategic Agenda Lessons Learned Questions

Orbis Cascade Alliance 37 Members… Private & Public Colleges, Universities, Community Colleges in Oregon, Washington, and Idaho

Central Oregon Comm. College Reed College Central Washington University Saint Martin’s University Chemeketa Community College Seattle Pacific University Clark College Seattle University Concordia University Southern Oregon University Eastern Oregon University The Evergreen State College Eastern Washington University of Idaho George Fox University of Oregon Lane Community College University of Portland Lewis & Clark College University of Puget Sound Linfield College University of Washington Mt. Hood Community College Walla College Oregon State University Warner Pacific College Oregon Health & Science Univ. Washington State University Oregon Institute of Technology Western Oregon University Oregon State University Western Washington University Pacific University Whitman College Portland Community College Willamette University Portland State University

Orbis Cascade Alliance Serving 280… Colleges, universities, archives, museums in Oregon, Washington, Idaho, Montana, Alaska, Hawaii, and Utah

Resource Sharing: 253, 000 items a year Courier: 305, 000 packages a year Jointly Owned Ebooks: 17, 000 E-Journals Subscriptions: 3, 910 Databases: 135 Guides to Archival Collections: 23, 000 Consortial Assessment Activites Conferences and Workshops ……so much more….

Orbis Cascade Alliance Non-profit corporation… 9 staff, no central funding, 21 years old.

Past Direction 2011 -2013 Strategic Agenda 1. Cooperative Collection Development “As an Alliance, we consider the combined collections of member institutions as one collection. While member institutions continue to acquire their own material, the Alliance is committed to cooperative collection development to leverage member institutions' resources to better serve our users. ”

Past Direction 2011 -2013 Strategic Agenda 1. Cooperative Collection Development • • • Ebook Program WEST Duplication Threshold

Past Direction 2011 -2013 Strategic Agenda 1. Cooperative Collection Development • • • Development of a Shared-Monograph Purchasing Plan Explored Consortial Acquisitions Workflows Explored Subject selectors for a shared collection

Past Direction 2011 -2013 Strategic Agenda 2. Collaborative Technical Services “We have identified shared staff as a key area for collaboration and technical services as a promising area of initial investigation, with other initiatives to follow. ”

Past Direction 2011 -2013 Strategic Agenda 2. Collaborative Technical Services • Cataloging ACJK items • Cataloging Joint Ebooks • Collaborative Technical Services Symposium

Past Direction 2011 -2013 Strategic Agenda 3. Digital Initiatives • • Digital Services Day Digital Asset Management Digital Preservation Readiness Code 4 Lib North. West

Past Direction 2011 -2013 Strategic Agenda 3. Digital Initiatives Pilots: • Cloud Sandbox Service • Offline Storage • IRs

Past Direction 2011 -2013 Strategic Agenda 3. Digital Initiatives Grants: • IMLS Grant for Cross-Search and Context Utilities

Past Direction 2011 -2013 Strategic Agenda 4. Discovery World. Cat: • WC Usability Studies • WC Discovery Day • WC Purchase

Past Direction 2011 -2013 Strategic Agenda 4. Discovery Other Discovery Systems: • Market place analysis Investigating just what is a “Next Generation Discovery Platform”

Past Direction 2011 -2013 Strategic Agenda 5. Future of Integrated Library Systems Investigate and recommend a course of action that will benefit all member libraries.

Overview • • • Location Orbis Cascade Alliance • • Past Direction • Change • Partnerships Current State of Affairs New Strategic Agenda Lessons Learned Questions

Change Future of Integrated Library Systems RFI, Demos, Recommendations RFP, Demos, Recommendations Votes

Change In July 2012 Council voted to enter in to a contract with Ex Libris for a consortial implementation of Alma and Primo.

What does that mean? We are be replacing – Integrated Library System – Discovery Systems – Link resolvers/knowledgebases – Standalone proxy servers – Electronic Resource Management systems – Local servers…to the could – Resource Sharing System

Three BIG projects at ONCE! Legacy > Next generation 37 > 1 Acting as 1

WHY? Not an end in itself. . . because of the past …because of the future

The past … Based on limited bandwidth, storage, lack of standards Lagging functionality Hard to : • • • Innovate Integrate Extract data Total cost of ownership: maintenance, servers, discovery, ERM, open URL resolvers, etc.

The future … Better services for students, faculty, staff Improved resource sharing Improved staff tools New opportunities, • Collaborative Technical Services • Vision of “one collection” New options Alma, Intota, Sierra, WMS, etc.

Partnerships Internal • Member Library Staff • Communication • Commitment • Change Management • Campus relations

Partnerships Internal • Member to Member • Mentors • Comradery • New colleagues • Train the Trainer

Partnerships External • Vendors and Service Providers • Migration off services • Re-establishing trust • Migration onto new services • Building trust • Development partner

Timeline Sept 2012 Project manager begins Appointments to Working Groups made Contract with Ex Libris signed Oct-Dec 2012 Shared ILS Team begins work Cohorts finalized Pre-Implementation planning with Ex Libris begins Jan-June 2013 Kick Off Meeting Data migration System configuration Training July 2013 Cohort 1 went live (Alma, Primo, NRE, WC) Jan 2014 Cohort 2 went live (Alma, Primo, NRE, WC) July 2014 Cohort 3 went live (Alma, Primo, NRE, WC) Jan 2015 Cohort 4 WILL go live (Alma, Primo) Jan 2015 Cohort 1 -4 WILL migrate off of NRE and WC- and Start Using: Alma Resource Sharing

Overview • • • Location Orbis Cascade Alliance • • Past Direction • Change • Partnerships Current State of Affairs New Strategic Agenda Lessons Learned Questions

Strategic Agenda 20141. Work Smart Work and partner at the appropriate scale: local, regional, national, international • Maximize impact Do things once Do things the same Do things together • Invest in staff training, development, and expertise • Leverage financial resources

Strategic Agenda 20142. Design for Engagement Collect wisely, share freely, and enhance the teaching, learning, and research environment • Investigate, create, and implement discovery and resource sharing tools • Expose and preserve unique collections • Improve usability and reduce barriers to access

Strategic Agenda 20142. Design for Engagement Collect wisely, share freely, and enhance the teaching, learning, and research environment • Collaborate for shared access and shared collections • Create and promote new models of publication and data curation • Explore new models of pedagogy to advance learning and scholarship

Strategic Agenda 20143. Innovate to Transform Push boundaries, change the landscape, and inspire the profession • Demonstrate the broader contributions of libraries in higher education • Pursue research • Develop groundbreaking services • Reimagine shared systems • Advocate for change