Orbis Cascade Alliance and WorldCat Navigator Kyle Banerjee Digital Services Program Manager April 1, 2009

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

36 Full Members 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

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 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.

Summit Fulfillments: FY03-08

Why migrate? A better patron experience More things that patrons need are not physically in the library, so improved discovery is needed Strategic benefits Move towards network level services and reduction of redundant systems and workflows Standards based solution essential for long term viability and bringing disparate services together Leadership opportunity Partnership with OCLC

Things to keep in mind Know the stages of migration 1.Skepticism and unfavorable comparisons between old system and new 2.Finding a groove 3.Learning to leverage strengths of new system Make it work, make it fast, make it slick (in that order) Don’t fixate on or sweat the small stuff Keep your eye on the things that really affect service Migration is like diving Doing things halfway to appease those raise concerns is not recommended….

WorldCat Navigator Discovery Group Catalog on the WorldCat.org platform Option for member libraries to implement WorldCat Local Delivery Navigator Request Engine Circulation gateway (challenging due to lack of standards support or DBMS back end)

Timeline March 2008 Board decision to work with OCLC to develop Navigator Implementation Team and workgroups formed October 15 WorldCat Navigator delivered November Work out bugs, get trainers and staff up to speed December 1 Showtime!

summit.orbiscascade.org

Staff Display

Paging slip Paging slip

Load balancing Using manually generated rota After 2 months, only 11% institutions have received/shipped ratio between 0.9 and 1.1. Huge disparities. Worst ratio is 9.1 After using automatic rota for one month Over 75% of membership has shipped/received ratio between 0.9 and 1.1 Close to half of libraries have ratio between 0.95 and 1.05 Worst ratio is 1.2 (6 items received for every 5 lent) Expect rates to improve with time

Navigator resource sharing at a glance Works!Needs improvement* Patron experience Discovery of Summit & WorldCat materials Integrate local, consortial, ILL borrowing Redirection of ILL and OpenURL requests Local electronic holdings Edition selection needs to be more intelligent Staff experience Place holds Load balancing Paging Autocreate temp bibs and items Barcode tracking Automatic check out/in OCLC numbers and OpenURL in alerts More elegant PUA and VP functionality Renewals Speed of some screens * May be in development and/or related to lack of III standards support

Side effects Varies by institution Overall, consortial borrowing is down but ILL is up ILL increases ranging from not measurable to 144% Staff workload manageable at all sites Fulfillment rates down. Consortia wide for month of March is 84% Fulfillment times are up Relatively few complaints

The hard part (easy part on next slide) Communication Hundreds of staff affected. Circ/ILL reconfiguration Need to provide hundreds (and possibly even thousands) of institutions appropriate configuration parameters to OCLC Faculty and patrons need to be informed Managing the jitters Configuration In NRE: Request managing locations, shelf and pickup locations, notices, institutional patrons, paging slips, holds, etc At local sites (varies with ILS): network connectivity, indexing, reclamation, accounts, holds, paging slips, firewall, load tables, templates Training People need to know what to do or they will behave unpredictably

Questions? Kyle Banerjee Digital Services Program Manager April 1, 2009