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Transitioning a Vision to Reality: The
Wales Higher Education Library
Forum (WHELF) Shared Library
Project
Gareth Owen,
Pr...
So, who or what is WHELF anyway?
• Wales Higher Education Libraries
Forum
• Grouping drawn from all the higher
education i...
The WHELF Strategy
• Student Experience
• Research and Enterprise
• International and
Globalised University
• Workforce
De...
Share an LMS, Share a Smile
Image from Doug88888 https://flic.kr/p/ahtfAJ
• North America – Orbis
Cascade
• Canada – Conif...
It’s a vision thing…
1UpLego: https://flic.kr/p/eFx2PJ
A collaborative platform and
shared service to provide mutual
benef...
11 88
600 170,000
Partners Libraries
Staff Customers
6Different
LMS’
Scope and Scale
10,000,000
Bibliographic records
Scope and Scale
The Next Generation game…
• More than just a
marketing label
• Print and Electronic
integration
• Unified workflows
• Clou...
Sharing..
• Procurement Process
• The selected platform
• Implementation
• Development
• Expertise &
knowledge
• Developme...
• More seamless
experience
• Wales wide
discovery
• Easy access
• More & better
resources
What’s in for us – the users?
Be...
What’s in for us – the institutions?
Toban B: https://flic.kr/p/6KqdcF
• Cost Saving -process
• Cost Saving - ongoing
• Sh...
Managing the transition
Making the vision a
reality
Challenges
Stages of the
process
Managing the
process
Lessons learned
...
Challenges
Joel Meyerowitz
‘What are the
challenges and
how would you
overcome them?’
Diverse group of
institutions
Geogra...
Agile governance
One size doesn’t fit all -
different approaches for
different stages
Pre-procurement
Procurement
Implemen...
Pre-procurement
Getting everyone on
board
Horizon scanning
Building the case
Political buy-in
Developing resources
Lee Fri...
Procurement
Evaluating the product
EU procurement
Evaluation framework
Tool-kit for engagement
The results
Paul Reas
Implementation roadmap
Managing a large scale
implementation
Phased implementation
Ex Libris Support
Institutional Project...
Post-implementation
Gathering the fruit
Enabling benefits
Collaboration
opportunities
Managing the process
William Egglest...
Lessons learned
Time to reflect on the
process
Valuable lessons
Could have done some
things better
Did a lot right
Maurice...
Questions
Please feel free to ask
any questions
Go raibh maith agaibh
Diolch yn fawr
Thank you
Martin Parr
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Transitioning a vision to reality: The Wales Higher Education Libraries Forum (WHELF) Shared Library Project

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An overview of the Wales Higher Education Libraries Forum (WHELF) Shared LMS project

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Transitioning a vision to reality: The Wales Higher Education Libraries Forum (WHELF) Shared Library Project

  1. 1. Transitioning a Vision to Reality: The Wales Higher Education Library Forum (WHELF) Shared Library Project Gareth Owen, Programme Manager, WHELF Mark Hughes, Head of Collections, Swansea University Image from Cornelia Kopp - https://flic.kr/p/7AU4Rp
  2. 2. So, who or what is WHELF anyway? • Wales Higher Education Libraries Forum • Grouping drawn from all the higher education institutions in Wales • Mission: – promote library and information services co- operation – to encourage the exchange of ideas – to provide a forum for mutual support – help facilitate new initiatives in library and information service provision Image from WHELF: http://bit.ly/1NZOPAm
  3. 3. The WHELF Strategy • Student Experience • Research and Enterprise • International and Globalised University • Workforce Development • Marketing and Promotion • Shared Library Management System Ken Teegardin https://flic.kr/p/anuxT7
  4. 4. Share an LMS, Share a Smile Image from Doug88888 https://flic.kr/p/ahtfAJ • North America – Orbis Cascade • Canada – Conifer, OCUL • Europe – BibSys, Libis • UK – Bloomsbury Group • Welsh Public Libraries • …and many, many more!
  5. 5. It’s a vision thing… 1UpLego: https://flic.kr/p/eFx2PJ A collaborative platform and shared service to provide mutual benefit to the member institutions, their users, and Welsh Higher Education overall An engine to provide further collaboration opportunities and enable member libraries to share data and services more effectively
  6. 6. 11 88 600 170,000 Partners Libraries Staff Customers 6Different LMS’ Scope and Scale
  7. 7. 10,000,000 Bibliographic records Scope and Scale
  8. 8. The Next Generation game… • More than just a marketing label • Print and Electronic integration • Unified workflows • Cloud hosted & dynamically scaleable • Collaboration baked in Marsmettn Talahassee https://flic.kr/p/njDevb
  9. 9. Sharing.. • Procurement Process • The selected platform • Implementation • Development • Expertise & knowledge • Development • Data, data, data! Image from RyanC https://flic.kr/p/dA7Vg
  10. 10. • More seamless experience • Wales wide discovery • Easy access • More & better resources What’s in for us – the users? Betsy Weber: https://flic.kr/p/dX3K49
  11. 11. What’s in for us – the institutions? Toban B: https://flic.kr/p/6KqdcF • Cost Saving -process • Cost Saving - ongoing • Shared development • Shared knowledge • Business process refresh • Shared data • ..and all that opens up!
  12. 12. Managing the transition Making the vision a reality Challenges Stages of the process Managing the process Lessons learned Stephen Shore
  13. 13. Challenges Joel Meyerowitz ‘What are the challenges and how would you overcome them?’ Diverse group of institutions Geographically dispersed Limited tools for engagement
  14. 14. Agile governance One size doesn’t fit all - different approaches for different stages Pre-procurement Procurement Implementation Business not as usual Diane Arbus
  15. 15. Pre-procurement Getting everyone on board Horizon scanning Building the case Political buy-in Developing resources Lee Friedlander
  16. 16. Procurement Evaluating the product EU procurement Evaluation framework Tool-kit for engagement The results Paul Reas
  17. 17. Implementation roadmap Managing a large scale implementation Phased implementation Ex Libris Support Institutional Project teams WHELF support Paul Seawright
  18. 18. Post-implementation Gathering the fruit Enabling benefits Collaboration opportunities Managing the process William Eggleston
  19. 19. Lessons learned Time to reflect on the process Valuable lessons Could have done some things better Did a lot right Maurice Broomfield
  20. 20. Questions Please feel free to ask any questions Go raibh maith agaibh Diolch yn fawr Thank you Martin Parr

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