John F. Helmer Executive Director A New Alternative for Resource Sharing: WorldCat Navigator & Orbis Cascade Alliance SCELC Colloquium March 10, 2009

Orbis Cascade Alliance Major programs Strategic Agenda WorldCat Navigator Motivations Timeline & process Efficiency gains Final thoughts Overview

Membership Oregon & Washington Private & Public, 2-year & 4-year Colleges, Universities, Community colleges Members serving 600 – 42,000 students (FTE)

36 Full Members ~280 libraries served 7 Puget Sound 5 Eastern 2 Central 2 Southern 20 Willamette Valley Cascade Range 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 College Seattle Pacific University Seattle University Southern Oregon University The Evergreen State College 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

Conferences & Workshops – ARL/ACRL Institute on Scholarly Communication – Code4Lib Northwest Cooperative Collection Development – YBP agreement – Distributed Print Repository Courier Service – 280 libraries served through 80 dropsites in Oregon, Washington, & Idaho – 400,000 packages per year Digital Services – Digital collections, institutional repositories, etc. Major Programs

Electronic Resources – 62 libraries in Oregon, Washington, Idaho, Hawaii – Databases, ejournals, ebooks, 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 academic institutions in Oregon and Washington – 9.2 million unique titles, 28.7 million items – WorldCat Navigator – INN-Reach – All members use III Integrated Library System – Very popular service … Major Programs

Summit Fulfillments: FY03-08

1.Regional Library Services Center 2.Cooperative Collection Development 3.Digital Services Program 4.Northwest Digital Archives 5.ARL/ACRL Institute on Scholarly Communication 6.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

Discovery – Group Catalog on the WorldCat.org platform – Option for member libraries to implement WorldCat Local Delivery – Navigator Request Engine based on Virtual Document eXchange (VDX) – New: III Circulation gateway; Availability; Streamlined workflow WorldCat Navigator Integrated solution

2006 – October: Strategic Agenda formalized 2007 – March: first board-level consideration of WCLocal – November: accelerated investigation of resource-sharing options Timeline & process

2008 – March: Board decision to work with OCLC on the development of a next generation technical platform for Summit. Formation of Implementation Team and workgroups (Catalog, Circ & ILL, Technical, INN-Reach shut down) – October 15: first delivery of WorldCat Navigator – November: work out bugs, “train the trainer,” nine regional training sessions – December 1: Summit moves from INN-Reach to WCNavigator Timeline & process

2009 – Stress test of system, staff, and workflows under large volume of requesting; stabilizing load balancing – Implementation of additional features: creation of temporary bibs/items Implementation of EZProxy – Still to come: Tracking using item barcode Renewals Timeline & process

Summit.orbiscascade.org

Borrowing: time savings of 27% Key features Creation of a brief MARC record for the catalog Patron hold is placed Item placed "in transit" to the pickup library Lending: time savings of 42% Key features Creation of hold on requested title Discharge of item in the circ system Efficiency gains Source: MNLink analysis of Traverse des Sioux Library System

Why WorldCat Navigator? Leadership opportunity Foster competition in the marketplace Cost effective Cross-platform Merging of ILL and circ workflows Solution based on standards Strategic partnership with OCLC Excellence in service to patrons Improved discovery system More trading partners, more materials available Continuous improvement Increase in resource sharing

Final thoughts  Importance of Circulation  Consortial Borrowing philosophy

Technical approaches – Single platform – Robust implementation of standards (e.g., NCIP) – Workaround – Complex workaround(s) Better approaches to circ functionality? Circ integration = Key to labor saving and first-rate consortial borrowing functionality Final thoughts: importance of circ

Final thoughts: Consortial Borrowing philosophy ILLConsortial Borrowing Global Regional Variable level of trust Trusted partners Exceptions Standardization Complex Simple Diverse workflows Integrated workflows Mediated Patron in control Lower volume, higher unit cost Higher volume, lower unit cost A somewhat unfair comparison

John F. Helmer Executive Director A New Alternative for Resource Sharing: WorldCat Navigator & Orbis Cascade Alliance SCELC Colloquium March 10, 2009