1. PALNI- Private Academic Library Network of Indiana PALShare: Patron-initiated direct requests for PALNI Discovery to Delivery VI Indianapolis, Indiana May 8, 2015

2. PALNI- Private Academic Library Network of Indiana What is PALNI? Private Academic Library Network of Indiana (PALNI) 23 supported private academic institutions Founded 1992 4.1 million titles in the 23 libraries

3. PALNI- Private Academic Library Network of Indiana What is PALShare? Patron initiated direct borrowing between PALNI libraries Uses OCLC WorldShare Management Services (WMS) group circulation system and WorldCat Local / Discovery PALNI is first large consortium to use WMS for group circulation

4. PALNI- Private Academic Library Network of Indiana How PALShare works

5. PALNI- Private Academic Library Network of Indiana Background: 2013-14 PALNI migrated to WMS (live May 2014) PALNI Directors established policy baseline for sharing –All libraries must share circulating books and media and share patron records –One circulation policy: 60 day loan for books, 14 day loan for media

6. PALNI- Private Academic Library Network of Indiana PALShare Admin Team Diversity: circ/ILL & size Met in person & online Great team!!

7. PALNI- Private Academic Library Network of Indiana Testing Hours of testing by Admin Team, multiple scenarios, regional meetings Worked with our OCLC implementation manager, Cynthia Wilson Reported a lot of issues to OCLC –Fixes for some really major bugs were installed –Waiting for other fixes / design improvements

8. PALNI- Private Academic Library Network of Indiana Training New process: group holds and the WMS pull list Numerous training sessions to accommodate needs of frontline staff and allow for questions, Dec-Jan 2013-14 Assistance with policy configurations (1:1 and group)

9. PALNI- Private Academic Library Network of Indiana Live to real patrons! End of January 2014 7 libraries using request button in WorldCat Local or Discovery All libraries using pull list and lending “Soft launch” - not actively marketing yet

10. PALNI- Private Academic Library Network of Indiana Cool stuff All PALNI libraries on 5-day INfoExpress PALShare manual Stickers iPads & bluetooth scanners Infographics Cooperative & generous librarians

11. PALNI- Private Academic Library Network of Indiana Remaining challenges Education of persons not on admin team Workarounds Keeping policy configurations in order Working together in a new way Reporting

12. PALNI- Private Academic Library Network of Indiana What’s next? Assessment of statistics Working with OCLC on development –reporting –workflow improvement Bring on additional requesting libraries Active marketing

13. PALNI- Private Academic Library Network of Indiana The broader horizon A statewide resource sharing system? Reducing button fatigue for patrons Shared collection development Sharing other formats

14. PALNI- Private Academic Library Network of Indiana Questions? Karl Stutzman, Fulfillment Coordinator, kstutzman@ambs.edu, 574-296-6280 kstutzman@ambs.edu PALNI staff, staff@palni.edustaff@palni.edu palnihub.palni.edu (internal for PALNI libraries)