John F. HelmerExecutive Director

Asaf KlineSenior

Product Manager

Orbis Cascade Alliance and ExLibris: Unlocking Opportunities for Collaboration

Lynn ChmelirShared ILS

Implementation Manager

Welcome tothe home of

Johno The Allianceo Visiono Strategic Agendao Why do this?o Three at once!

Outline

Asafo Collaborative Networkso Catalogingo Resource Sharingo Fulfillment

Lynno Organizationo Timelineo Communicationo Progresso What’s next?

37 MembersPrivate & Public Colleges, Universities, Community Colleges in Oregon, Washington, and Idaho

Serving 280 colleges, universities, archives, museums in Oregon, Washington, Idaho, Montana, Alaska, Hawaii, and Utah

Non-profit corporation, 8 staff, no central funding, 20 years in Sept ‘13

Orbis Cascade AllianceCentral 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

Academic

Broad set of core services

Themes of the Strategic Agenda– Depth of collaboration– Single collection – Shared human resources– Shared services– Multi-institutional entity– Exploiting web-scale opportunities

“Collaborate to Customize”

Vision

Strategic Agenda

1. Cooperative Collection Development

2. Future of Integrated Library Systems

3. Collaborative Technical Services

4. Digital Initiatives

5. Discovery

“Future of the ILS”Competitive bid process

TCO, RFI, RFP

DecisionMigrate 37 members to Ex Libris Alma and Primo Direct.

Along the way, replacing Integrated Library SystemsDiscovery systems Link resolvers/knowledgebasesStandalone proxy servers Electronic Resource Management systemsLocal servers … going to the cloud

Why are we doing this?

Not an end in itself… because of the past… because of the future

The past …Legacy systemsBased on limited bandwidth, storage, lack of standardsLagging functionalityHard to

• Innovate• Integrate• Extract data

Total cost of ownership: maintenance, servers, discovery, ERM, open URL resolvers, etc.

Why are we doing this?

The future … Better services for students, faculty, staffImproved resource sharing … a better SummitImproved staff toolsNew opportunities, enabling

• Collaborative Technical Services• Vision of “one collection”

New optionsAlma, Intota, Sierra, WMS, etc.

Why are we doing this?

Legacy Next generation

37 1

Acting as 1Collections

Staff Services

Three big projects at once!

How Do We Get There?

Shared ILS Project Organization

TimelineSept 2012 Project manager begins

Appointments to Working Groups madeContract with Ex Libris signed

Oct-Dec 2012 Shared ILS Team begins workCohorts finalizedPre-Implementation planning with Ex Libris begins

Jan-June 2013 Kick Off MeetingData migrationSystem configurationTraining

June 2013 Cohort 1 goes live!

Dec 2013 Cohort 2 goes live!

June 2014 Cohort 3 goes live!

Dec 2014 Cohort 4 goes live!

Communication … Members

Communication … ITeam

Email Lists

Google Docs

Shared ILS Docs

GoToMeeting—biweekly

In person meetings

Communication … Ex Libris

Joint email list

WebEx meetings –scheduled weekly

Kick-off meeting

Progress to dateExtracted sample data for Ex Libris analysis

Turned in Cohort 1 Alma Customer Information Forms

Developing a basic understanding of system architecture and functionality

Deciding on how to build the Network Zone

Deciding to migrate acquisitions and ERM data

Turned in Alma migration forms

Cohort 1 data extraction

• Training– Web– In-person functional workshops

• Review Alma configuration• Work on Primo!

What’s next?

What don’t we know yet?

System managemento Centralizedo Decentralizedo Hybrid Team

Details of network level circulation

John F. HelmerExecutive Director

Asaf KlineSenior

Product Manager

Orbis Cascade Alliance and ExLibris: Unlocking Opportunities for Collaboration

Lynn ChmelirShared ILS

Implementation Manager