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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
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
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
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!
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
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
• Cloud hosted &
dynamically
scaleable
• Collaboration baked
in
Marsmettn Talahassee https://flic.kr/p/njDevb
Sharing..
• Procurement Process
• The selected platform
• Implementation
• Development
• Expertise &
knowledge
• Development
• Data, data, data!
Image from RyanC https://flic.kr/p/dA7Vg
• 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
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!
Managing the transition
Making the vision a
reality
Challenges
Stages of the
process
Managing the
process
Lessons learned
Stephen Shore
Challenges
Joel Meyerowitz
‘What are the
challenges and
how would you
overcome them?’
Diverse group of
institutions
Geographically
dispersed
Limited tools for
engagement
Agile governance
One size doesn’t fit all -
different approaches for
different stages
Pre-procurement
Procurement
Implementation
Business not as usual
Diane Arbus
Pre-procurement
Getting everyone on
board
Horizon scanning
Building the case
Political buy-in
Developing resources
Lee Friedlander
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
teams
WHELF support
Paul Seawright
Post-implementation
Gathering the fruit
Enabling benefits
Collaboration
opportunities
Managing the process
William Eggleston
Lessons learned
Time to reflect on the
process
Valuable lessons
Could have done some
things better
Did a lot right
Maurice Broomfield
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

  • 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. 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. 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. 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. 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. 11 88 600 170,000 Partners Libraries Staff Customers 6Different LMS’ Scope and Scale
  • 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. Sharing.. • Procurement Process • The selected platform • Implementation • Development • Expertise & knowledge • Development • Data, data, data! Image from RyanC https://flic.kr/p/dA7Vg
  • 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. 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. Managing the transition Making the vision a reality Challenges Stages of the process Managing the process Lessons learned Stephen Shore
  • 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. Agile governance One size doesn’t fit all - different approaches for different stages Pre-procurement Procurement Implementation Business not as usual Diane Arbus
  • 15. Pre-procurement Getting everyone on board Horizon scanning Building the case Political buy-in Developing resources Lee Friedlander
  • 16. Procurement Evaluating the product EU procurement Evaluation framework Tool-kit for engagement The results Paul Reas
  • 17. Implementation roadmap Managing a large scale implementation Phased implementation Ex Libris Support Institutional Project teams WHELF support Paul Seawright
  • 18. Post-implementation Gathering the fruit Enabling benefits Collaboration opportunities Managing the process William Eggleston
  • 19. Lessons learned Time to reflect on the process Valuable lessons Could have done some things better Did a lot right Maurice Broomfield
  • 20. Questions Please feel free to ask any questions Go raibh maith agaibh Diolch yn fawr Thank you Martin Parr

Editor's Notes

  1. Note: all WHELF includes all of Welsh HE institutions and the National Library of Wales. This project also includes the NHS in Wales libraries are clients of Cardiff University
  2. WHELF strategy & workplan – identifies these key areas, and the Shared LMS is seen as underpinning so much of the activity it has a has an individual strand
  3. Strong tradition of consortial LMS in North America and Canada, less so in Europe and almost non-existent in the UK to now. We now have a growing trend across Europe and the start of a similar one in the UK. Major international interest in the WHELF work
  4. The vision – emphasis on the bolded statements
  5. Participating Group: Aberystwyth University Bangor University Cardiff University (and NHS Libraries in Wales) Cardiff Metropolitan University Glyndwr University National Library of Wales Royal Welsh College of Music and Drama Swansea University University of South Wales University of Wales Trinity St David
  6. Importance of next generation – being able to move beyond our print heritage and have the tools to become ‘more than just a library’
  7. Procurement process – not a simple thing to do. Time consuming done individually, so why not go for it together?