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Banerjee, "Large Consortium Systems: Making the Library Work With Other Libraries"
The Orbis Cascade Alliance, consisting of 36 institutions in Oregon and Washington, focuses on cooperative library services, including resources sharing, digital services, and significant programs like WorldCat Navigator. This hosted platform improves resource discovery and request efficiency, allowing patrons to access resources without needing to know their physical locations. Challenges ahead include ensuring robust network collaboration and standardizing practices across institutions while addressing satisfaction for both patrons and staff.
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Banerjee, "Large Consortium Systems: Making the Library Work With Other Libraries"
- 1. Orbis Cascade AllianceOrbisCascade Alliance and WorldCat Navigatorand WorldCat Navigator Kyle Banerjee Digital Services Program Manager October 9, 2009 NISO Forum
- 2. Orbis Cascade Alliance 36institutions in Oregon & Washington Private & Public, 2-year & 4-year Colleges, Universities, Community colleges Members serving 600 – 42,000 students (FTE)
- 3. 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 2009 + • INN-Reach 1993-2008 • All members use III Integrated Library System
- 4. 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.
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- 6. What do wecare about? Service Training Satisfaction
- 7. How do weget those things? Global Regional Local •Work at the highest appropriate level
- 8. How do weget those things? (cont) • Identify common operations and redundancies • Leverage existing data (e.g. barcodes already on the piece) and systems (e.g. authentication mechanisms) • Standardize on well designed tools and processes (e.g. paging slips, physical processing, etc) • Simplify, streamline, and automate repetitive tasks • Avoid manual processes such as searching, keying information, or transcription wherever possible
- 9. What is WorldCatNavigator? A hosted resource sharing platform (not an ILS) • Discovery experience based on WorldCat Group (a multi library version of WorldCat Local) • Delivery based on Navigator Request Engine (NRE) • Circulation functions (paging, most alerting, billing, check in/out) currently handled by local ILS
- 10. What makes Navigatorspecial? • Consortial borrowing support – Much greater efficiency (42% better on lending side) – Based on trust and shared information – Requests based on real time availability – Interfaces with existing ILS – Load balancing • Patrons make local, consortial and ILL requests using a single process • Circulation Gateway allows NRE to “talk” to your local ILS when standards based protocols are not supported • Hosted at OCLC
- 11. WorldCat Local Individual librarycatalog based on Worldcat.org discovery interface
- 12. WorldCat Group WorldCat Localinstance that contains holdings of multiple libraries
- 13. Navigator Request Engine Staffinterface with resource sharing functionality
- 14. Motivations for themigration A better patron experience • More things that patrons need are not physically in the library, so improved discovery is needed • Patron shouldn’t need to know where something is before searching for it or ordering it. A patron who needs two books should use the same mechanism to request both • One set of credentials gets you everything 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
- 15. Timeline March 21, 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!
- 16. How we spentour time Holdings reclamation • WorldCat Local and Navigator depend on accurate holdings data Configuration • In NRE: Request managing locations, shelf and pickup locations, notices, institutional patrons, paging slips, holds, etc • Hundreds, possibly thousands of parameters • At local sites (varies with ILS): network connectivity, indexing, reclamation, accounts, holds, paging slips, firewall, load tables, templates
- 17. How we spentour time (continued) Training/Communication • Hundreds of staff affected • Circ/ILL reconfiguration • Faculty and patrons need to be informed • Managing the jitters Developing components • “Resolver Resolver” • ILL Resolver • Batch paging slips
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- 20. Consortial workflow andfairness is important Load balancing ensures all institutions benefit/contribute • Before automated load balancing, only 11% institutions have received/shipped ratio between 0.9 and 1.1. • Huge disparities. Worst ratio is 9.1 After using automatic load balancing for two months • 86% of membership has shipped/received ratio between 0.9 and 1.1 • About 3/5 of libraries have ratio between 0.95 and 1.05 • Worst ratio is 1.1 (11 items received for every 10 lent) • Expect rates to improve with time
- 21. Navigator resource sharingat 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 • OpenURL in email alerts • More elegant pick up anywhere and visiting patron functionality • Renewals
- 22. Side effects varyby institution • Consortial borrowing is down • ILL is up, particularly for nonreturnables. • Some institutions report increased use of electronic resources. • Staff workload manageable at all sites • Fulfillment rates down. Consortia wide since going live is 82%. Worst institution is 75%. • Fulfillment times are up • Relatively few complaints
- 23. What lies ahead? Thenetwork ILS • Do we really need to search, download, and catalog the same record 36 times? • Should authority control, serials publication patterns, vendor data, etc really be that different at different institutions? • Network circ allows easy formation of arbitrary groups Shared catalog • Best level to deliver service may be at consortial rather than global level Resource sharing requires compatibility • Standardization at service and protocol level • Must play well in mixed environments
- 24. Transforming good ideasinto reality Make it work, make it fast, make it slick (in that order) • Don’t get distracted by the small stuff Buy in is critical • Communication is key for having people take ownership of the process • Understanding pain points is essential to maintaining credibility with front line workers • Find ways to productively engage people Progress requires upsetting the status quo • Collaborative efforts cause discomfort and local change • Doing things halfway to appease those raise concerns can make the pain far worse…
- 25. Questions?Questions? Kyle Banerjee Digital ServicesProgram Manager October 9, 2009 NISO Forum