Strohl Associate Director Member Services Rose Nelson Assistant Director CO Alliance of Research Libraries From Mountains to Plains the Rewards and Challenges of INNReach Sharing Across States ID: 533692
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Slide1
Stephen
Strohl – Associate Director, Member ServicesRose Nelson – Assistant Director, CO Alliance of Research LibrariesFrom Mountains to Plains: the Rewards and Challenges of INN-Reach Sharing Across StatesSlide2
N
onprofit
501(c)(3) library consortium based in Columbia, MO.
Our primary purpose is to promote resource sharing across Missouri and beyond.
We manage Sierra systems for 64 libraries in Missouri, primarily academic and an
INN-
Reach system.
Our union catalog has more than 27 million items with over 10 million unique items serving over a million users in the state.
We have one out-of-state
member in Oklahoma
Tulsa City-County
Library.
Altoona Public (Iowa) will be joining us in Q4, 2015.Slide3
N
onprofit
501(c)(3) library consortium based in Denver, CO
with 14
member
libraries.
Our primary purpose is to promote resource sharing across Colorado and beyond.
Primary initiatives: Prospector Union Catalog (INN-Reach), E-Resource
Licensing, Gold
Rush
ERMS
& the Library Catalog Comparison Tool.
The Prospector
union catalog has 44 libraries (half academic and half public) more than
34
million items with over
19
million unique
items. 58% of materials are uniquely held.
O
ne
out-of-state member, University of
Wyoming.Slide4
INN-Reach – What Is It, Exactly?
Real-time Resource Sharing System
Extension of the library
catalog
Physical
materials and electronic
resources
Design
based on the circulation model
Components
Physical union
catalog
Discovery application
Requesting
and circulation
system
Statistics
moduleSlide5
INN-Reach – Distinctive Competencies
Physical
union catalog
Highly configurable de-duping, overlay
algorithms
Real
-time and automated updates from all
members
As
a result, more accurate search results, very high “first to fill” rates (over 90%
)
High-levels of
integration
Seamless
patron and staff
experience
An
extension of local catalog and
circulation
As
a result, very inexpensive to operateSlide6
INN-Reach Environment
Sierra
Millennium
INN-
Reach
Catalog
DCB
(Alliance)
Sierra
Sierra
SierraSlide7
Peer-To-Peer Environment
MOBIUS
ProspectorSlide8
Peer-To-Peer Requesting
Both
systems maintain their own union
catalog.
Local
branding and identity remain (very
important).
All patrons can request equally from either union
catalog.
A
link from each union catalog allows patrons to move to the other system transferring
searches.
Patrons
can use their local library card to authenticate in the other
system.
Staff receive and process requests from both systems in the same
way.
MOBIUS has PUA / The Alliance does not.Slide9Slide10Slide11
Why INN-Reach & Peer-To-Peer?
Working with trusted regional
partners.
Familiar patron-initiated
requesting.
Low
cost borrowing in recent study at Colorado State University ($0.45/item)
.
Includes
all materials that libraries want to share no matter what the source of cataloging records (OCLC,
SkyRiver
, vendor
supplied, etc…).
Can
include catalogs of any brand not just the Innovative products (Sierra, Millennium, Polaris, VTLS
).
Can
be the umbrella tying a heterogeneous region
together.
Forthcoming
API will allow easier and less expensive non-Innovative
integration.Slide12
Software Implementation – Easy As…
You know, it
’
s just
called
Peer-2-Peer software…Slide13
Implementation = Acceptance
Politics—Buy-in and approval from our member
libraries
Alliance
and MOBIUS Directors and ILS Coordinators meet to discuss basic policy & procedures between the
consortiums
Our relationship—contract? Membership dues?Slide14
Implementation = Acceptance
Your Formula for Success
MUS
T Include:
Well
Established and Different Systems +
Well
Established and Different Models of Doing Things +
Well
Established and Different Courier Models +
Well
Established and Different Ways in Which We All
Handle Materials
=
Lots of Fun!Slide15
Implementation Blues
…
Why
Can’t You Be Just More Like ME?
(
Or Me Like You?)
We agree to accept each other and each of our “unique” policies
…
2
renewals vs. 1? Really
?
Do
we collect money or not
? (It is nothing personal I assure you, but we really want our money!)
What
about non-bibliographic material
?
How
does stuff get there
?
How
do we get it back
?
Do
we form a committee
?
Really, we need to form many committees, right?!?Slide16
Peer-To-Peer
Sychronicity
Synchronized settings that are reflected everywhere…PTYPES, ITYPES, Loan Rules, etc…
Shared codes of all types on each INN-Reach server
Now please do this on 40+ servers for nearly 200 libraries…all the while not taking either system down to do it!
MOBIUS manages 11 clusters plus INN-Reach – nearly everyone in Missouri with a few notable exceptions…
The Colorado Alliance manages their INN-Reach system – everyone else is locally managed
…
It is a delicate dance.Slide17
Time For the Details…
Circulation Issues—length of checkout, renewals, timing of notices, billing & lost book issues, blocks, number of items allowed for checkout, collections
available.
Design of pass-thru buttons on each other’s union
catalogs (for now).
Joint publicity materials for our
libraries.
Discussion lists, ongoing communication between our
libraries.
FAQ’s, policies, procedures for our
libraries.Slide18
Implementation – Package & Delivery
If only…Slide19
What’s A Few (Minor) Differences Among Friends?
Different couriers in three states for Colorado and MissouriWhat’s The Matter With Kansas?5 day per week service or less?Gas prices – a variableGo Greyhound? Are you kidding me? How would that work?The drop-off point is where? In what state?Tracking would be nice, but we don’t
wanna pay for it, of course.Communication before or after the fact?MOBIUS – RFP for Courier
Transition from 1
st
Choice to STAT Courier in July, 2015.Slide20
One of the great issues of our time…Slide21
We
’re Not Done Yet…
Obligatory photo of cute kittens to offset controversial green book band…
Seriously, who knew book bands
could be so controversial?Slide22
Implementation – It’s ALL About Results!
From August, 2014 – February, 2015:Prospector Borrows - 2,821- MOBIUS LendsProspector Lends – 3,014 – MOBIUS BorrowsSlide23
Implementation – Lessons, you know…
Keep it Simple (but not too simple).Better understand staff workflow at different sized
libraries.Expect to compromise and prepare your libraries for the inevitable.
Communicate
frequently
during your implementation phase
Don’t rush—remember those staff who need extra time to
adapt.Put a personal “face” to the partnership for your members.And remember….it’s all about the courier & workflow!Slide24
Implementation – Lessons, you know…
Compromise is essential.Involve the circulation staff at your libraries as much as possible.
Establish regular conference calls with the couriers and consortium offices.
Test, test, test before going
live.
Visit your courier’s sorting facilities to be clear about how shipments will be moved and
handled.
Find a city that all couriers already go to exchange materials, so you reduce costs.Negotiate a fair price based upon number of stops and weight (and yes, since you are dealing with multiple couriers, so you can create a pricing war).Slide25
This is Only the Beginning…Slide26
Outreach, Everywhere!
Testing a courier connection with Illinois-over 1800 stops.In Negotiation with Kansas Library Express – 300+ stops.
Outreach to all contiguous
state
s
-
we are still talking with Tennessee, Nebraska,
Kentucky. Ultimate goal is to drive down the cost of
traditional ILL Slide27
Prospector – Future Outlook
Consolidation within stateAPI will make connecting with different systems more seamless and affordableRegional pockets that make sense—e.g. Douglas county, Colorado Springs, Adams county, Weld CountyOpportunity to partner with State Library as they sunset VDXPotential
out of state partnersNew
Mexico-already have courier in place
Kansas
State University-may be a consideration down the road
CO
Alliance is exploring new pricing modelSlide28
Questions?
Thank You!
Stephen Strohl
– Associate Director, Member Services
Rose Nelson
– Assistant Director, CO Alliance of Research
LibrariesSlide29Slide30Slide31