UNO Moves to the WMS/WCL Cloud

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Highlights aspects of the UNO Library migration from a traditional integrated library system to OCLCs cloud-based platform.

Part of a panel presented at the first Midwest WMS Users Group Meeting, September 2013, in Omaha, NE.

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  • Forward positioned systemA system designed with an eye to the future – both in terms of “collections” and also services.A system that allows us to give patrons what they are looking for today, but is also flexible enough to accommodate what libraries will be doing 5-10 years from now.Not a system designed for the past—where print was the predominate material managed by libraries and a library’s primary function was to check out books.Patrons first:Breakdown the barriers between materials found in traditional ILSs and metasearch systems *systems that combine results from multiple databases into a single interfaceUser friendly – patrons no longer have to know where to go to look for something (the ILS, A-Z list, federated search) See what other libraries own at-a-glanceAccess to global community – via WorldCat. Users may access pre-existing Worldcat account within the WorldCat Local interface.Staff side:Streamline processesImprove e-resource controlFlexible system with an open API which would allow us develop components/apps locallyWe wanted a system where we felt we were more of a partner with the “vendor”We wanted a system where we paid for one fee upfront and all future improvements/development would be included in the “one fee”.
  • Initial bibliographic data loads >50 records thrown out as errors
  • Workflow and Organizational Changes:Previous ILS reflected paper ACQ processes of 20 years agoThis system is a global systemBib records, vendor records, license records exist within a global database some of which have locally customizable fields.Cataloging is done at the point of orderA record has to exist to place an order
  • Community aspect of the systemBecause OCLC is a .org and not a commercial vendor, WMS/WCL has an open architecture.The foundation of the system is shared solutions.Members are encouraged to experiment and find solutions locally and then share them with the larger community.WMS allows you to capitalize on the global shared database to maximize efficiency.Partnerships with publishers and vendorsPartnerships with publishers and vendors means OCLC does a lot of the work we used to do locally—general info is updated, coverage updated, ebook loads happen directly etcGeneral information does not need to be entered by every library.eResources coverage data is loaded automatically by OCLC – no longer any need to run coverage loads in to the system.
  • UNO Moves to the WMS/WCL Cloud

    1. 1. UNO Moves to WMS/WCL Cloud Rene J. Erlandson Midwest WMS Users Group Meeting Wednesday, September 25, 2013 University of Nebraska Omaha Thompson Center
    2. 2. University of Nebraska Omaha • • • • Metropolitan University 15,000+ students Criss Library and UNO-Kaneko Library 1.2M volumes
    3. 3. Looking for? • Forward positioned system • Patrons first • Full material integration • User friendly • No more “where do I go” • Other libraries • Access to global community • Staff side • Increase efficiencies • Improve e-resource control • Flexible/Open system • Partnership • Buffet vs. Al a Carte
    4. 4. Process ? • • • • • August 2012, “Live” March 1, 2013 Cohort implementation Migrated around 1M records > 50 records “errors” Change Management • WMS Migration Team & WMS Migration Advisory Group • OCLC Consultant Service • ROI • Workflows
    5. 5. Results? Workflow Changes • • • • • Previous ILS reflected paper processes of 20 years ago WMS/WCL is a global system Cataloging is done at point of order Hard look at “why” Implemented DDA/PDA at the same time. • Seamless • Highly successful
    6. 6. Results? Organizational Changes / ROI • Established a culture of change • $186,655 staff salaries re-allocated to priority projects • Acquisitions/Cataloging 7 to 3 • Enabled staff to re-conceptualize/redefine positions • Encouraged staff learn new skills • Annual Charges/Maintenance Fee savings $43,565
    7. 7. WMS/WCL Advantages • • • • • Community aspect of the system Fully integrated search results for patrons Global shared database Maximize efficiency Partnerships with publishers and vendors. • General info updated • eResource data updated globally • eBook loads done weekly/biweekly • User friendly Circulation interface • Training available via USC 24/7
    8. 8. Rene Erlandson University of Nebraska Omaha rerlandson@unomaha.edu

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