whelf shared library system presentation
DESCRIPTION
Presentation given at the jisc Library Systems Workshop on the WHELF shared library systems project, July 15th 2013.TRANSCRIPT
Towards a shared Library Management System for Wales Glyn Ryland, Cardiff University
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Context• WHELF Strategy• WHELF/CyMAL Report in 2011.
• JISC LMS Programme• Funding awarded June 2012 for 6 month study• Study completed March 2013
• JISC Programme covers:• WHELF Shared Services study• Scottish Shared Services study• Engagement also with Bloomsbury (London colleges) shared
systems project
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What we’ve discovered
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Benefits: birds of a feather• All libraries use same
version of LMS• Separate instances, but
single upgrade path• Shared development
and testing• Share costs of
customisation and bespoke development• Greater leverage with
single supplier 4
Benefits: streamline workflows• Improved workflow
generates improved efficiency• Free up time to focus
on new and emerging demands (open access, research data management)
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Benefits: resilience• Cloud-based
infrastructure• More ‘up time’• Enterprise-level
infrastructure.• Redundancy• Reduce the pain of
upgrade, patching etc.
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Benefits: business intelligence• Real-time reporting on
usage of collections and e-resources• Easier access to
management information to aid decision making• Aids shared decision-
making across Wales HE and NHS• Joint purchasing etc? 7
Sharing and Collaboration• Catalogue records?• Electronic resource
management?• Licence management?• Management information?• Inter-Library loans?• Physical access
arrangements?• Reciprocal borrowing?
Key benefits for users• Potential ability to
search across collections in Wales HE and NHS from single point of entry.• Smaller organisations
can potentially expand their services.
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Benefits: procurement process• Greater bargaining
power in supplier negotiations.• Potential to leverage
savings on licensing and implementation through joint procurement.• Staff time saved in
procurement. 10
Proposed model• Consortium ‘with
Governance’• Single set of functional and
technical requirements• Joint procurement exercise• Institutions to share cost of
procurement• Procure single system.• Cloud hosted• Separate interfaces and
branding• Search across single union
catalogue and individual catalogues
• Governance:• WHELF to agree vision
for how far they want to share.
• Governance mechanisms will reflect this.
• Formal steering and working groups to be established (AWHILES involvement).
• Formal mechanisms for decision-making.
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Next steps• WHELF to agree overall vision for sharing.• WHELF institutions to confirm their intention to be part of a
shared service and provide financial commitment for procurement process.
• Steering groups and project groups to be established to take forward procurement.
• Appoint programme manager to lead the procurement.• Confirm detailed requirements and develop tender
specification.• Agree phased road-map for who will go first.• Likely timescale – start procurement in January 2014; first
institutions likely to go live in 2015.• Cardiff likely to be later in the road-map.
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Further information
• Blogs.cf.ac.uk/sharedlms/
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