http://www.niso.org/news/events/2012/nisowebinars/embracing_the_cloud          /   Embracing the Cloud:Real Life Examples ...
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PEPPERDINE UNIVERSITY       LIBRARIES MOVE        TO THE CLOUD              NISO Webinar               February 8, 2012   ...
PEPPERDINEUNIVERSITYPROFILEOver 7,500 students5 schoolsIndependentprivate Christianuniversity12 locationsOver 500,000...
REASONS FOR MOVING TO THE         CLOUD          Server needed replacing          Moving to outsourced hosted solutions ...
WHY OCLC WMS?     Great relationship with OCLC, quality products,      shared data, impressive roadmap     WorldCat Loca...
OUR LAST       Conducted an OCLC batch reclamationMIGRATION       project               Updated MARC holdings data in ou...
AN                Reduced the number of loanOPPORTUNITY     periodsTO STREAMLINEPOLICIES        Reduced the number of pa...
   Acquisitions and cataloging are blendedIN GENERAL,                 Maintain one catalog instead of two WHAT         ...
WHAT’S DIFFERENT?               With one motion           Copy cataloging and                during receiving—          ...
CIRCULATION CHANGES                     Reserves are much                      improved                     All reserve ...
E-RESOURCE MANAGEMENT             Migrated holdings to the Knowledge              Base (KB) from OCLC Link Manager       ...
ARE ANY        Functions not yet ready, but comingFUNCTIONS       soon—MISSING?           Robust reporting              ...
SOME                 Can work from a laptop from anywhereADVANTAGES        (in the stacks, at home, overseas)OF BEING IN ...
CHANGE MANAGEMENT              Manage the extent and               frequency of change              Communicate what we ...
IN CONCLUSION—                    We would do it again                    We enjoyed being a                     beta te...
THANK YOU!   PAYSON LIBRARY         MALIBUPepperdine University LibrariesLynne JacobsenLynne.jacobsen@pepperdine.edu
Southwest Kansas Library System                         SWKLSCharlene McGuire, Technology Consultant                    cm...
•21 Counties (SWKLSis the only techsupport for 18 ofthese counties)•Over 17,000 squaremiles•Furthest library is a280 mile ...
Where We Started• 2006: The State Library of Kansas challenged  public libraries to create a statewide online card  catalo...
Challenges     Major obstacles to small libraries• Difficulty in maintaining a server• Cost of equipment and software• Tim...
Solution            Hosted ILS: The Server• The vendor provides the server• The vendor maintains the software• The vendor ...
Solution             Hosted ILS: The Software• There is no client software to load or maintain  on multiple workstations• ...
Solution           Hosted ILS: The Cost• Again there is no costly server to buy,  maintain, and backup• Minimizes IT cost ...
Solution           Hosted ILS: The Time• Time not needed to install updates• Time not needed to backup files• Time is not ...
Patron Benefits• Access to library holdings from the web anywhere,  any time• Ability to see what materials are currently ...
Patron Benefits• Ability to search local, regional, and state  catalog as well as Kansas provided  databases in one search...
Drawbacks• Need a reliable, high speed Internet  connection• When the Internet is down, the ILS is  down (vendor does prov...
Requirements• A reliable, high speed Internet connection• At least 1 circulation computer• Barcode scanner
Exampleshttp://swkls-verso.auto-  graphics.com/iluminar/home.asp#Iluminar
NISO Webinar: Embracing the Cloud:  Real Life Examples of Library Cloud Implementation
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NISO Webinar: Embracing the Cloud: Real Life Examples of Library Cloud Implementation

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Cloud computing, a concept that has leapt onto the scene in the last few years, is available to libraries in the form of hosted systems for an ILS or for e-resource access. These systems take advantage of cheaper computing power, increased availability of services such as Amazon Web services, and new development strategies from library vendors. What does moving library information to a networked environment do to improve the overall management of the system? How can libraries leverage cloud-hosted and managed collections? Are there tradeoffs in terms of local control? Learn the answers to these and related issues at this webinar where speakers will discuss actual cloud implementations in library environments.

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NISO Webinar: Embracing the Cloud: Real Life Examples of Library Cloud Implementation

  1. 1. http://www.niso.org/news/events/2012/nisowebinars/embracing_the_cloud / Embracing the Cloud:Real Life Examples of Library Cloud Implementation February 8, 2012Speakers: Erik Mitchell, Lynne Jacobsen, and Charlene McGuire
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  29. 29. PEPPERDINE UNIVERSITY LIBRARIES MOVE TO THE CLOUD NISO Webinar February 8, 2012 Lynne Jacobsen Associate University Librarian for Information Resources, Collections, and Scholarly Communication
  30. 30. PEPPERDINEUNIVERSITYPROFILEOver 7,500 students5 schoolsIndependentprivate Christianuniversity12 locationsOver 500,000volumesOver 175,000ebooksOver 30 historicsurfboards in specialcollections
  31. 31. REASONS FOR MOVING TO THE CLOUD  Server needed replacing  Moving to outsourced hosted solutions  Lower the total cost of ownership  Enable more efficient workflows in all areas  Offer a better catalog with Google-like searching and Web 2.0 features  Improve interoperability between various library systems and services  Find a better way to manage e-resources
  32. 32. WHY OCLC WMS?  Great relationship with OCLC, quality products, shared data, impressive roadmap  WorldCat Local catalog –better discovery with increased circulation and ILL (tripled)  Outsourced hosting—no more hardware/software upgrades to manage  Significant savings in total cost of ownership—$50,000 annually  Many efficiencies in technical services and in the use of shared data  Integration with ILLiad, CONTENTdm, and other services  Potential for 3rd party apps –making technology work to save time
  33. 33. OUR LAST  Conducted an OCLC batch reclamationMIGRATION project  Updated MARC holdings data in our local system  Standardized OCLC number formatting (MARC 035 tag)  Item and holdings records were merged into Local Holdings Records (LHRs)  Migrated only current circulation data  Patron data was loaded from PeopleSoft  No acquisitions data was migrated
  34. 34. AN Reduced the number of loanOPPORTUNITY periodsTO STREAMLINEPOLICIES Reduced the number of patron groups Standardized policies across all branches Improved services by offering:  Longer loan periods  No more fines On-shelf holds Courtesy notices
  35. 35.  Acquisitions and cataloging are blendedIN GENERAL,  Maintain one catalog instead of two WHAT  Accept cataloging copy CHANGED?  Use vendor services  Staff can now work on other tasks  One staff reassigned to ILL for 40% of her job; one staff doing admin and original cataloging; one position created for collection development  A cultural shift occurred in several areas  Change is constant  Less control = freedom  Catalog searching now from broad to narrow utilizing facets
  36. 36. WHAT’S DIFFERENT?  With one motion  Copy cataloging and during receiving— receiving are combined  Barcode is added  Edit records in Connexion only when critically  Call number from important bib record populates field  With shelf-ready service, books go out fast  Item is marked as received  For us, invoicing is separate from receiving  Holdings are automatically  More time for cataloging updated in OCLC ETDs and special (LHRs are collections created) We no longer export bibliographic records to a local system, edit records, conduct authority control, or update holdings in a local system
  37. 37. CIRCULATION CHANGES  Reserves are much improved  All reserve items are fully cataloged  Holds are handled differently  No longer check items in twice  Student workers are easily trained on WMS
  38. 38. E-RESOURCE MANAGEMENT  Migrated holdings to the Knowledge Base (KB) from OCLC Link Manager  E-journal titles are automatically updated in the KB by Pubget  The KB then automatically updates holdings in WorldCat  We can add and delete titles as well as collections in the KB  E-book subscriptions are also maintained in the KB  Links automatically appear for held titles  Just started adding license data
  39. 39. ARE ANY  Functions not yet ready, but comingFUNCTIONS soon—MISSING?  Robust reporting  EDI invoicing  Serial pattern data  Serial claiming  Call number browsing  Inventory processing  Catalog query from ILLiad  Batch spine label printing  Single sign-on capability
  40. 40. SOME  Can work from a laptop from anywhereADVANTAGES (in the stacks, at home, overseas)OF BEING IN  Logins are person-specificTHE CLOUD  No longer log into specific modules  Permissions are set for each user  Use a real-time pull list  No more clients, servers, or updates to manage
  41. 41. CHANGE MANAGEMENT  Manage the extent and frequency of change  Communicate what we are doing and why  Get people involved— ask for their input  Plan—Prepare—Train  Avoid conflicting messages  Ensure quick success  Celebrate often!
  42. 42. IN CONCLUSION—  We would do it again  We enjoyed being a beta test site  We’ve started forgetting how we used to do things  WMS begins to fade into the background as we concentrate on collections and services  We look forward to all that webscale can offer
  43. 43. THANK YOU! PAYSON LIBRARY MALIBUPepperdine University LibrariesLynne JacobsenLynne.jacobsen@pepperdine.edu
  44. 44. Southwest Kansas Library System SWKLSCharlene McGuire, Technology Consultant cmcguire@swkls.org February 8, 2012
  45. 45. •21 Counties (SWKLSis the only techsupport for 18 ofthese counties)•Over 17,000 squaremiles•Furthest library is a280 mile round-trip•36 Libraries inSwiftnetConsortium•Smallest servedpopulation: 56•Largest servedpopulation: 20,525
  46. 46. Where We Started• 2006: The State Library of Kansas challenged public libraries to create a statewide online card catalog with real time holding information and self-initiated interlibrary loan. The goal was to have at least 80% of public libraries in KS automated.• SWKLS had 27 libraries on stand-alone ILS and 9 libraries who were good candidates to automate. Only 12 of the 27 libraries had catalogs accessible on the web. Only 1 library had an ILS that could connect to a statewide system.
  47. 47. Challenges Major obstacles to small libraries• Difficulty in maintaining a server• Cost of equipment and software• Time to implement, maintain, and wait for help to arrive when needed
  48. 48. Solution Hosted ILS: The Server• The vendor provides the server• The vendor maintains the software• The vendor installs all upgrades• The vendor performs database backups
  49. 49. Solution Hosted ILS: The Software• There is no client software to load or maintain on multiple workstations• Updates are instantly and seamlessly available at each location• No local IT configuration is required• Eliminates server software upgrades and troubleshooting• Customizations work with each new release
  50. 50. Solution Hosted ILS: The Cost• Again there is no costly server to buy, maintain, and backup• Minimizes IT cost of visits to take care of hardware and software issues• Shared costs of consortium saves money
  51. 51. Solution Hosted ILS: The Time• Time not needed to install updates• Time not needed to backup files• Time is not wasted waiting for IT support to arrive when there is a problem• Most issues can be handled online from any Internet accessible computer
  52. 52. Patron Benefits• Access to library holdings from the web anywhere, any time• Ability to see what materials are currently checked out and when they are due back• Ability to renew items on the web if allowed by the library• Ability to see if item is on the shelf and place reserves• Ability to see what neighboring libraries have on the shelf• Schools can see what materials the local public library has in its collection
  53. 53. Patron Benefits• Ability to search local, regional, and state catalog as well as Kansas provided databases in one search (Google style)• Vendor authenticates federated searches• Vendor authenticates time management systems
  54. 54. Drawbacks• Need a reliable, high speed Internet connection• When the Internet is down, the ILS is down (vendor does provide a standalone circulation module for such occasions)• Yearly hosting fees must be paid or records removed
  55. 55. Requirements• A reliable, high speed Internet connection• At least 1 circulation computer• Barcode scanner
  56. 56. Exampleshttp://swkls-verso.auto- graphics.com/iluminar/home.asp#Iluminar
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