Megan Drake Pacific University Al Cornish Orbis Cascade Alliance
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Megan DrakePacific University
Al CornishOrbis Cascade Alliance
Migrating to a Shared ILS Using Alma and Primo
May 1, 2014
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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
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• 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
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Request for Information process, 2011
Request for Proposal process, 2012
Alliance Shared ILS RFP
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• 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
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Production use of Alma and Primo at 17 institutions
10 Alliance institutions currently in migration
Migration update
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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
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Employing PrimoPrimo 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
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The Zones
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Current Publishing Model
Primo
Network Zone Bib
Institution B Bib
Institution A Bib
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Current Publishing Model
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Primo
Network Zone Bib
Alma Centralized Publishing
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Alma Centralized Publishing
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• 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
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● 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
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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
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– 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
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Megan DrakePacific University
Al CornishOrbis Cascade Alliance
Migrating to a Shared ILS using Alma and Primo ? Q/A ?