1. Megan Drake Pacific University Al Cornish Orbis Cascade Alliance Migrating to a Shared ILS Using Alma and Primo May 1, 2014

2. Academic, multi-state Broad set of core services Orbis Cascade Alliance Consortial circulation via WorldCat Navigator Courier across three states Databases & Ejournals Demand Driven Acquisition of Ebooks Distributed Print Repository WEST: Western Regional Storage Trust Northwest Digital Archives

3. Move from legacy management system products and technologies Cost savings Benefits from the use of shared tool -Collaborative technical services -Cooperative collection development Alliance’s move to a Shared ILS

4. Request for Information process, 2011 Request for Proposal process, 2012 Alliance Shared ILS RFP

5. 37 Alliance institutions in four cohorts/two year migration period -Largest, most complex institution in Cohort 1 -Shared bibliographic zone fully populated with OCLC WorldCat records held by one or more Alliance institutions Sister consortium implementation in parallel with Cohort 3 -Result: 13 institution cohort Migration architecture Migration architecture

6. Production use of Alma and Primo at 17 institutions 10 Alliance institutions currently in migration Migration update

7. Employing Alma Employing Alma Simultaneous use to support institution-centered and Alliance-centered workflows February breakthroughs: – Managing Demand Driven Acquisitions program centrally, not institutionally – Synchronized Network Zone holdings with OCLC WorldCat

8. Employing Primo Employing Primo Primo challenged by Alliance scale: Cross-institutional deduplication of search results not achieved in first nine months of production Instability in supporting library operations Resolution expected to be achieved through an early May migration to a new, deduplicated Primo environment

9. The Zones The Zones

10. Current Publishing Model Primo Network Zone Bib Institution B Bib Institution A Bib

11. Current Publishing Model

12. Primo Network Zone Bib Alma Centralized Publishing

14. Best practices for and coordination of technical services operations Vendor integrations Training Complexity Tight schedule Creating policy before all cohorts are up and running Challenges Challenges

15. ● Merging of silos ● Opportunities for varying levels of automation ● Further blending of acquisitions & cataloging ● Greater collaboration among Alliance members ● Obtaining e-book resources is much faster ● Batch record loads “just happen” once configured correctly Post-Migration Wins

16. When all four cohorts live: Collaborative technical services Summit 3 – True peer-to-peer resource sharing among institutions No more hardware purchases/maintenance Streamlined operations across the alliance as a whole Much easier to manage consortial collection development and purchasing Hopes and Dreams

17. – Partnership vision: Development of software, services, and best practices related to the consortial use of Alma and Primo – Initial development focused on support for Summit consortium borrowing service in Alma and Primo Center of Excellence Center of Excellence

18. Megan Drake Pacific University Al Cornish Orbis Cascade Alliance Migrating to a Shared ILS using Alma and Primo ? Q/A ? ? Q/A ?