1. Northwest Interlibrary Loan and Resource Sharing Conference Adventures in ILS Sharing John F. Helmer Executive Director

2. Outline Outline Orbis Cascade Alliance Shared ILS What? Why? Who? When? Sister Consortia Summit through the ages

3. Orbis Cascade Alliance Consortium of academic libraries in Oregon, Washington, and Idaho Private & Public, 2-year & 4-year Colleges, Universities, Community Colleges

4. 37 Members 260,000+ Student FTE 7 Members 6 Members 2 Members 2 Members 20 Members Central Oregon Comm. College Central Washington University Chemeketa Community College Clark College Concordia University Eastern Oregon University Eastern Washington University George Fox University Lane Community College Lewis & Clark College Linfield College Mt. Hood Community College Oregon State University Oregon Health & Science Univ. Oregon Institute of Technology Oregon State University Pacific University Portland Community College Portland State University Reed College Saint Martin’s University Seattle Pacific University Seattle University Southern Oregon University The Evergreen State College University of Idaho University of Oregon University of Portland University of Puget Sound University of Washington Walla Walla College Warner Pacific College Washington State University Western Oregon University Western Washington University Whitman College Willamette University

5. What are we doing? What are we doing? Migrating 37 colleges, universities, and community colleges to Ex Libris Alma (staff) and Primo Direct (discovery). Along the way, replacing Integrated Library Systems Discovery systems Electronic Resource Management systems Link resolvers/knowledgebases Standalone proxy servers Local servers … going to the cloud

6. Why are we doing this? Why are we doing this? … because of the past … because of the future

7. Why? … because of the past Old systems 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. etc. Why are we doing this? Why are we doing this?

8. Why? … because of the future Better services for students, faculty, staff Improved resource sharing … a better Summit Improved staff tools Enabling Collaborative Technical Services Vision of “one collection” New vendor options Alma, Intota, Sierra, WMS, etc. Why are we doing this? Why are we doing this?

9. Chair John F. Helmer Orbis Cascade Alliance Circ & Resource Sharing Bill Kelm Willamette University Collaborative Tech Services Ann Miller University of Oregon Richard Jost University of Washington Collection Development Xan Arch Reed College Communication Susan Barnes Whyte Linfield College Council Liaison Natalie Beach Chemeketa Community College RFI Team Bill Jordan University of Washington Systems Al Cornish Washington State University Dave Lippert Portland Community College Wade Guidry University of Puget Sound User Services Dena Hutto Reed College Emily Miller-Francisco Southern Oregon University Logistics Elizabeth Duell Orbis Cascade Alliance Who is involved? Who is involved? - Previous - Shared ILS Team

10. - Current - Contract Negotiation Team John F. Helmer Orbis Cascade Alliance Chris Shaffer Treasurer, Chair-elect for 2013 University Librarian, Oregon Health & Science University Deborah Dancik Past Chair University Librarian, Willamette University Bill Jordan Shared ILS Team member Associate Dean, University of Washington Libraries Who is involved? Who is involved?

11. - Next … three new teams - Policy Team Shared ILS Implementation Team Collaborative Technical Services Team Who is involved? Who is involved?

12. – Next – Policy Team Chair and 2-3 Board members Chairtba Two additional Board memberstba Executive DirectorJohn F. Helmer Who is involved? Who is involved?

13. – Next – Shared ILS Implementation Team Chair and 7 members ChairLynn Chmelir, Orbis Cascade Alliance Chairs of 6 Working GroupsCataloging Acquisitions Serials & ERM Circulation & Resource Sharing Discovery Systems Joint appointmentCollection Development Committee Who is involved? Who is involved? Each working group will have a designated contact at every member institution

14. Charge of the Shared ILS Implementation Team Coordinate the overall operation of the Shared ILS; identify and implement those policies, procedures, and system-wide standards for use of the system as are required; identify and promulgate best practices; consult and communicate with the Alliance membership regarding the operation of the system; and serve as an expert resource for the ILS and its operation. Forward to the Policy Team those high-level issues that impact the Alliance as a whole, have budgetary implications, create inequalities among the members, or require amending current policies. Who is involved? Who is involved?

15. – Next – Collaborative Technical Services Team Chair and 7 members Chairtba Chairs of 5 Working GroupsCataloging Acquisitions Serials & ERM Training Joint appointmentCollection Development Two additional team memberstba Who is involved? Who is involved? Each working group will have a designated contact at every member institution

16. When will this happen? When will this happen? September 2012Appointments made Cohorts set Lynn Chmelir starts! Sept/October 2012Contract signed Shared ILS Team begins January-June 2013Profiling the new system July 2013Cohort 1 goes live! January 2014Cohort 2 goes live! July 2014Cohort 3 goes live! January 2015Cohort 4 goes live!

17. Sister Consortia Sister Consortia Sister Consortia are … organizations comprised of non-Alliance member institutions that currently share an integrated library system with one or more Alliance members. ConsortiumAlliance partner Chemeketa Cooperative Regional Library ServiceChemeketa CC Cooperating Libraries in OlympiaEvergreen, St Martin’s Hatfield Library ConsortiumWillamette Portland Academic Medical Libraries ConsortiumOHSU Sage Library SystemEOU Washington Idaho NetworkU Idaho

18. Sister Consortia Sister Consortia Sister Consortia are engaged in discussions about their future directions. Alliance contract with Ex Libris will include a)An option for Sister Consortia to migrate to Ex Libris if they so choose. b)Ex Libris commitment to resource sharing standards if Sister Consortia decide to use a cross-platform resource sharing system (such a WorldCat Navigator).

19. Summit through the ages Summit through the ages Early 1990’sOrbis via INN-Reach Cascade via INN-Reach 2003Summit via INN-Reach 2008Summit via WorldCat Navigator 2012+… ? …

20. Summit through the ages Summit through the ages 2012-15Summit is important all through migration … it is our cross-platform resource sharing system. 2015+Resource sharing within theAlliance happens via Alma & Primo, but … What about outside the Alliance? What about Sister Consortia? Is this a 2015+ role for Summit?

21. Northwest Interlibrary Loan and Resource Sharing Conference Adventures in ILS Sharing John F. Helmer Executive Director