One Consortiums Experience with an OpenSource Shared ILS

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One Consortium’s Experience with an Open-Source Shared ILS Ruth Dukelow, Associate Director Midwest Collaborative

One Consortium’s Experience with an Open-Source Shared ILS Ruth Dukelow, Associate Director Midwest Collaborative for Library Services (MCLS)

Michigan Evergreen • Implementing an open-source shared ILS using a self-funded, shared-cost model •

Michigan Evergreen • Implementing an open-source shared ILS using a self-funded, shared-cost model • How we did it: the good, the bad, and the ugly

Who Are We? • MCLS – Midwest Collaborative for Library Services • Michigan Evergreen

Who Are We? • MCLS – Midwest Collaborative for Library Services • Michigan Evergreen

Michigan Evergreen • Our story – where we are & how we got here

Michigan Evergreen • Our story – where we are & how we got here • Our model – Funding – Staffing/partnerships – Policies – Governance • Adapt our model to your own use – What we did right & what we did wrong

Michigan Evergreen – Our Story • Me. LCat libraries – Need for an affordable

Michigan Evergreen – Our Story • Me. LCat libraries – Need for an affordable ILS – Need for good cataloging records • Open Source decision – Recommend “committee-light” approach • Recruited 7 pilot libraries

Michigan Evergreen – Our Story • Wrote training materials, user manual, profiling forms •

Michigan Evergreen – Our Story • Wrote training materials, user manual, profiling forms • Trained pilot library staff hands-on – OPAC, Circ, Cataloging, Admin • First library went live August 2008

What we learned from the pilot • Things we did right: – Good to

What we learned from the pilot • Things we did right: – Good to do hands-on training – Good to have someone on-site on launch date – Good to use experts from Equinox for migration of bib and patron data – Good to be Open Source – flexibility in development and no licensing issues • In hindsight (what we wish we’d done): – Good idea to review and revise policies prior to migration – Review barcodes and other data (needed better profiling forms)

Michigan Evergreen – Our Story • 2009 Pilot completed and 7 public libraries on

Michigan Evergreen – Our Story • 2009 Pilot completed and 7 public libraries on system • Added three more libraries – 2 publics and one school library

Our Model • • Funding Staffing/Partnerships Policies Governance

Our Model • • Funding Staffing/Partnerships Policies Governance

Our Model - Funding • No outside money – No state appropriations, no grants

Our Model - Funding • No outside money – No state appropriations, no grants • Shared-cost model where the participating libraries cover the costs of running the system – Ongoing: Servers/hardware upgrades, training & support staff, database maintenance staff – One-time costs for each library: migration costs (data conversion, etc. ) • In retrospect, a grant or seed money would have been nice…

Our Model – Staffing/Partnerships • Two staff at MCLS dedicated full-time to training and

Our Model – Staffing/Partnerships • Two staff at MCLS dedicated full-time to training and support, including migrations • Partnership with member library (GRPL) to provide staff for database maintenance – Michigan Evergreen bought servers which are housed at GRPL

Our Model – Staffing/Partnerships • Contract with Equinox Software Inc (ESI) for migration services

Our Model – Staffing/Partnerships • Contract with Equinox Software Inc (ESI) for migration services and for support to Michigan Evergreen staff • Open Source Community – Evergreen International Conference – Open-ILS list – Commitment to share to benefit all

Our Model - Policies • ONLY universal policy is requirement to follow our Cataloging

Our Model - Policies • ONLY universal policy is requirement to follow our Cataloging Policy (online at Michigan Evergreen wiki – see link from mcls. org) • Each library can have its own circ policies (fines, fees, loan periods, etc. ) and personalized OPAC design

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Michigan Evergreen OPAC Views

Our Model - Policies • Resource sharing not required b/c of Me. LCat but

Our Model - Policies • Resource sharing not required b/c of Me. LCat but libraries can be set up for reciprocal borrowing if they choose – Four libraries share; six are independent • Development & implementation of custom programming accepted only if testing shows it doesn’t “break” the shared system – Paid for by requesting library

Our Model - Governance • Informal meetings of pilot libraries during the first two

Our Model - Governance • Informal meetings of pilot libraries during the first two years • Now have evolved to “Governance Light” – Library Directors Committee – Michigan Evergreen Staff Team (MCLS & GRPL) – Working Groups • Cataloging • Development • Circ/OPAC

Questions? • Ruth Dukelow, Associate Director • MCLS – Midwest Collaborative for Library Services

Questions? • Ruth Dukelow, Associate Director • MCLS – Midwest Collaborative for Library Services • [email protected] org • http: //mcls. org