1. K Ō TUI Leading the way in Cooperative Automation Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding K ō tui breakfast: LIANZA Conference 2012 25 Sept 2012

2. Abstract Marshall Breeding will focus on trends involving ever larger groups of libraries coming together to share automation and resource- sharing infrastructure. In many geographic areas library automation environments are consolidating into ever larger systems. Multiple established consortia are merging together and new consortia are emerging. Interest in state-wide and nation-wide infrastructure for library automation continues to grow. Library management systems, both the established ones and the new- generation products, seem well able to scale up to the largest conceivable implementation, with organizational and political issues imposing more constraint than the capabilities of the technology. But in times of ever constrained resources and interest in the strongest resource sharing possibilities, these large consolidated library automation implementations seem to be an important and mostly positive trend.

3. Increased interest in Cooperation  Lowered automation costs  Opportunities for resource sharing  Direct Consortial Borrowing  Increase collection materials available to library patrons  Collaborative Collection Development  Options for shared technical services

4. Bibliographic Database Library System Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Search: Isolated ILS

5. Bibliographic Database Library System A Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System B Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System C Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System D Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System F Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Bibliographic Database Library System E Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 Branch 7 Branch 8 Holdings Main Facility Resource Sharing Application Bibliographic Database Discovery and Request Management Routines Staff Fulfillment Tools Inter-System Communications NCIP SIP ISO ILL Z39.50 NCIP Search: Consortial Resource Sharing System

6. Bibliographic Database Shared Consortia System Library 2 Library 3 Library 4 Library 5 Library 7 Library 8 Library 9 Library 10 Holdings Library 1Library 6 Shared Consortial ILS Search:

7. Public Libraries in New Zealand  69 Library Services  324 facilities

8. NZ Public Libraries by ILS

9. Auckland City Libraries  7 separate library services merged in 2010

10. Illinois Heartland Library Consortium  Largest Consortium in US by Number of Members

11. Orbis Cascade Alliance  37 Academic Libraries  Combined enrollment of 258,000  9 million titles  1997: implemented dual INN-Reach systems  Orbis and Cascade consortia merged in 2003  Moved from INN-Reach to OCLC Navigator / VDX in 2008  Current strategy to move to shared LMS based on Ex Libris Alma

12. Oribs Cascade Alliance strategy  Want to press the limits of deep collaboration among independent institutions  Collectively build collections, selective areas of strength  Shared or distributed technical processing  Shared infrastructure path to effective collaboration  Challenges: diverse organizations, coordination among many governance boards, accommodate policies, identity, and issues of local control  Previous arrangements impeded collaboration

13. Mandate to Cooperate  Trend toward shared automation  Better leverage for library collections  Savings in automation frees resources for other strategic services  Provide stronger resources together than possible by each library independently  Shared automation is just the beginning of a broader set of collaborative possibilities