1 Dordt facts • • • • • • • • 1400 undergraduates Highly residential (87% live on campus) Located in rural northwest Iowa (population 7,000) Typical private, liberal arts college with over 90 programs of study and 1 online M.Ed. program Top 5 majors: education, business, engineering, agriculture, and nursing 83 full-time teaching faculty Affiliated with the Christian Reformed Church of North America (Dutch Calvinists) Institutional member of CCCU and ACL/CLC 2 Library facts • Library staff • 2.2 FTE professionals (1 full-time; 2 part-time) • 3.6 FTE support staff (2 full-time; 4 part-time) • Staff size has only decreased over the past 20 years • Expenditures • $573,000 • Collection size • 285,000 volumes • 65,000 e-books • Circulate equipment such as iPads, Android tablets, laptops, cameras, camcorders, GPS devices, other media equipment • Gate count for one week in Oct. 2013 was 16,016 3 Our story • Not necessarily looking to change to new ILS • Using SirsiDynix since 1995; working well but some concerns: • Annual maintenance cost continued to rise but functionality didn’t • Had to pay extra for enhanced content (book jackets and reviews) • Discovery interface way too expensive; link resolver too expensive • Difficult to modify user interface (logos, links); API training required • Using Ebsco EHIS for discovery portal but didn’t work well with Sirsi • Difficult to discover items NOT in our collection; several step process • Continuous Improvement Process – Dec. 2011 • Focus on customer needs (immediacy; simplicity; accessibility; discoverability) • High Impact/High Difficulty = Get a different system - replace Sirsi - connect to WorldCat • February 2012 • attended first webinar about WMS; contacted OCLC about WMS pricing and found out about CLC discount • read OCLC’s report Libraries at Webscale • attended CLC webinar on WMS featuring Tad Mindeman • March 29, 2012 OCLC sales rep visited us; demo of system • Quickly became convinced we needed to move to webscale; question was when? 4 We could be… Pioneers Settlers 5 • O Pioneers! - April 30, 2012 signed contract • Then things really began moving fast: • May 8, 2012 first implementation conference call; decided to do WCL and WMS implementations separately • May 18, 2012 began WCL implementation • May 23, 2012 assigned to WMS Cohort; weekly webinars began • August 15, 2012 went live with WCL as user interface • August 17, 2012 sent bibliographic records for data migration • November 1, 2012 original goal for full WMS implementation • November 10, 2012 put into new staging process • January 1, 2013 went live with WMS on staff side 6 What’s gone well • Outstanding Support • OCLC implementation and support teams VERY responsive • Increased Visibility • Our resources are represented in the places where users work, like Google Scholar – they get pushed to us • Aggregation of all our materials in one place • View now button • Mobile interface • Gained Efficiencies • A simpler and more intuitive interface; a Google-like search box • Faster discovery and the central index • No longer have to locally manage IT infrastructure -- hardware, run upgrades, load patrons • Workflow management improved – cataloging (not duplicating efforts)/digital management/system admin (plus can access it from anywhere)/ILL/student workers find it easier to use 7 • Greater Impact • Regional access to collections (Nearby Libraries) • Access to free materials from nonprofits (Hathi, .gov, etc.) • Cost Savings • Savings on local hardware and IT time • Not paying for separate catalog, enhanced content, discovery interface, A-Z list; added link resolver and collection analytics • Lower bottom line • Shared Intelligence • Cohort group experience(two other SirsiDynix libraries); great model for peer support, collective knowledge and expertise; a real collaborative feel • User Support Center provides great documentation, training material, video tutorials, web-ex sessions/recordings, forums • We’ve also contributed in our role as pioneers • Anticipated Innovation • Looking forward to this the most 8 What’s not gone as well • Migration problems • No historical circ data out of SirsiDynix • Problems with serial records and call numbers/LHRs • Problems with ongoing patron loads (initial load from SirsiDynix successful); automatic loads from Datatel not in place yet • CAS authentication not in place yet • Lack of some functionality (serials, reports, call number browse, multiple parts, closed hours) • Not all modules fully developed (acquisitions, academic reserves) • Bugs and glitches – “agile development” • Workflow changes (serials; acquisitions) and staff adjustment • 100% team buy-in beforehand didn’t negate dissatisfaction with system after migration • OCLC growing pains? 9 Is WMS right for you? • Two major paradigm shifts: • Agile development • Accessibility over accuracy • (Tad Mindeman said much of this last year but it’s still true): • Get team buy-in • Have a positive attitude • Go with the flow; be creative with problem solving and workarounds • Accept limitations while anticipating future benefits • Learn from our experience and that of others (GIGO) 10 Contact info Sheryl Taylor Director of Library Services Dordt College Sioux Center, IA Sheryl.Taylor@dordt.edu 11 March 5, 2013