Orbis Cascade Alliance and WorldCat Navigator

1. Orbis Cascade Allianceand WorldCat Navigator April 1, 2009 Kyle Banerjee Digital Services Program Manager

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

3. 36 Full Members 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 7 Puget Sound 5 Eastern 20 Willamette Valley 2 Central Cascade Range 2 Southern

4. 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 • Very popular service … Major Programs

5. 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.

6. Summit Fulfillments: FY03-08

7. 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

8. Things to keep in mind • Know the stages of migration • Skepticism and unfavorable comparisons between old system and new • Finding a groove • 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….

9. 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) WorldCat Navigator

10. 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! Timeline

11. summit.orbiscascade.org

12. Staff Display

13. Paging slip

14. 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

15. Navigator resource sharing at a glance * May be in development and/or related to lack of III standards support

16. 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

17. 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

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