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

Megan DrakePacific University

Al CornishOrbis Cascade Alliance

Migrating to a Shared ILS Using Alma and Primo

May 1, 2014

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

• 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

Request for Information process, 2011

Request for Proposal process, 2012

Alliance Shared ILS RFP

• 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

Production use of Alma and Primo at 17 institutions

10 Alliance institutions currently in migration

Migration update

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

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

The Zones

Current Publishing Model

Primo

Network Zone Bib

Institution B Bib

Institution A Bib

Current Publishing Model

Primo

Network Zone Bib

Alma Centralized Publishing

Alma Centralized Publishing

• 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

● 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

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

– 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

Megan DrakePacific University

Al CornishOrbis Cascade Alliance

Migrating to a Shared ILS using Alma and Primo ? Q/A ?