1. Transitions: The Current State of our Catalog, and a Long Term Perspective
Renee Gould
Catalog/Metadata Librarian
Darla Asher
Online Resources Librarian
Dr. Doris Van Kampen-Breit
Archives & Special Collections, Faculty Development Librarian

2. Saint Leo University
Oldest Catholic university in Florida - 3rd largest Catholic university in the US
University Campus - traditional setting + 23 geographically diverse Centers
Students located in:
All 50 states
4 US territories
87 countries
Nationally recognized leader in online education
From Facts and Figures, , Saint Leo University

3. Motivating change: Budget / Services
Budgets are flat and costs are increasing (“Academic libraries have faced similar budget reductions, and those matters are complicated by the rising cost of resources.” ALA)
Prior subscriptions:
ILS (Increasingly out-of-date)
Graphical User Interface (Aquabrowser)
A-Z link resolver
“Silo” effect
Databases not integrated into ILS search interface
Wanted a more integrated discovery service
Needed a cost effective cloud-based ILS
Our Silos

4. More Motivation Maintained and managed our own server(s)
Support contracts continued to escalate in price over time
UTS assisted with maintenance, but also restricted access
Harder to get assistance when needed
University going to more cloud-based services
Former ILS has developed a new cloud based version with many desirable features, but not cost–effective for our budget

5. Goal: One-Stop Shop Needed a discovery service
Increasingly significant use of and purchase of e-books and e-journals – especially important for students not located on Main Campus
Wanted federated search results

6. Goal: Increase Access to Resources
We have approximately 100,000 print books and 293,000 ebooks
We have approximately 400 print journals and 150,000 ejournals
Terms at centers and online are 8 weeks
Logistics of getting print resources to center students in a timely manner was one factor in purchasing more online resources
OER Push
eTextbooks initiative

7. The Saint Leo Change Team
It’s not a question of IF, but WHEN:
“Use of strategic planning, clear goal setting, and accountability for achieving goals was key”
Saint Leo University Migration team:
Public and Technical Services involved
University Tech included
Using a Shared Leadership Model to Transition to a New ILS & Discovery Services: A Case Study. LL&M v. 30 n. 2 February 2016.
Doris

8. Went Live 2013
From local system (ILS with Aquabrowser overlay) to shared WorldShare Management Services (WorldCat)
From locally owned and maintained servers to cloud environment
Shared technical services (Acquisitions, Cataloging, Circulation, and Serials went from private database to public shared use database)
Acquisitions/cataloging more efficient / Shift in Staff duties
Acquisitions Assistant became Technical Services Assistant (Orders, receives, processes, AND [copy] catalogs)

9. Post-Migration Change can be tough - Uncertainty causes anxiety
New roles and duties caused concern prior to implementation
More participation from UTS, circulation and reference staff as part of migration planning
Some faculty and students reacted negatively to the new interface and were frustrated by the search results (lessening over time)
Less intuitive than expected
Additional instruction and support required

10. Major Changes Knowledge Base
Review and re-rank resources as needed
Can’t remove all bias, can manage how it affects results
Minimize “swamping effect” with Instruction: Users get a lot more results
“Discovery services, by sluicing content together, could deluge users with less appropriate sources.” (Parry, Marc. "As Researchers Turn to Google, Libraries Navigate the Messy World of Discovery Tools ."Chronicle of Higher Education 21 Apr Web. April, <

11. Federated Searching Caveats
“It’s a logical impossibility to create a querying tool that doesn’t have any form of bias” (Ibid.)
You have to rank (weight) the resources
Users need to use more sophisticated and more targeted search language / terms
More accessible to the user (if they know how to search efficiently)

12. Other Changes
Classes & tutorials had to be modified to reflect new system
Tech Services staff had the most direct benefit
Students have probably benefitted from the Discovery Service
Circulation: Notices sent electronically v. mail/calling

13. Lessons Learned / Recommendations
Communication
Vendors
Colleagues
Listservs
Community ILS
Updates
If there’s no documentation – Make it! RG

14. Reflection on where we are now
Negatives
Product not as mature as some other products
Not all tools fully implemented/kinks worked out
Known glitches
Future updates
Collaborative work
No pure local bibliographic records
If there’s not internet access you work stops
Not “Google”

15. Reflection on where we are now
Positives
Overall design:
Sleek
Less clicking
Collaborative effort
No library is truly alone
Cloud base
Quick & easy fixes
Easy inventory

16. Future Plan: Adapting to Worldcat Discovery
We need further investigation into user experiences/ satisfaction at this time.

17. Finally:
“The image of the library as a quiet place to access books rather than to access electronic sources still is prevalent today. In order to entice people to use libraries and to change their perceptions of libraries, the library experience needs to become more like that available elsewhere on the Web (e.g., Google, Amazon.com, iTunes, etc.) and to be embedded in individual workflows.”
From “Is anything more important than convenience? - OCLC Next”. (2016, May 24)

18. Renee. Gould@saintleo. edu Catalog/Metadata Librarian Darla
Catalog/Metadata Librarian Online Resources Librarian Faculty Development Librarian