Cloud-Based Library Services Consortium
The Consortium
as a Cloud
Parallels between
consortium membership and
cloud based library services
The Consortium as a Cloud
The
Consortium
as a Cloud
Parallels between
consortium
membership and
cloud based library
services
ELUNA 2012 - Thursday, May 10, 2012
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
2
•
Introduction and premise
•
Brief description of our consortium (our
context)
•
Similarities between the “cloud” and a
consortium
•
Connections
•
Q&A
O
v
e
r
v
i
e
w
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
3
•
Consortial environments exhibit similar
features to cloud-based library systems
−
Autonomy and cooperation
−
Opportunities and challenges
−
System
(s)
– What you give up, what you gain
−
Governance
−
Still some unknowns
I
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o
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a
n
d
P
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ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
4
Our context
:
•
Members of CARLI (Consortium of
Academic and Research Libraries in
Illinois)
•
Members of I-Share
•
Individually we are also members of the
I-Share Users’ Group (IUG)
I
n
t
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o
d
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c
t
i
o
n
a
n
d
P
r
e
m
i
s
e
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
5
•
Data hosted off site
•
Maintenance
•
Members/customers connected by
common software.
−
Chang
es from current/past systems
– Discovery
layers, “open box”, local customization
−
Branding
T
h
e
C
l
o
u
d
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
6
•
User groups contribute to “life” of the
system (best practices, enhancements,
user group meetings)
•
Users can share data, metadata, catalogs,
etc.
•
Community
T
h
e
C
l
o
u
d
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
7
•
154
academic and research institutions of all
sizes and constituencies representing 94% of
Illinois higher education institutions
•
E-Resource brokering
and
d
ocument/resource delivery
•
CARLI Digital Collections
•
I-Share
More on CARLI/I-Share
at
http://www.carli.illinois.edu/
C
A
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i
o
n
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
8
•
76
(soon to be 80)
member libraries (all I-
Share members are CARLI members)
•
11.9 million bib records, 35 million items,
390,000 UB request
•
Members share the Voyager ILS
−
76 local catalogs (databases)
−
1 shared union catalog (database)
•
Universal borrowing across I-Share
I
-
S
h
a
r
e
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
9
•
Members may
choose different
front ends
--
WebVoyage, V
uF
ind,
d
iscovery tools, and
coming soon eXtensible Catalog
•
Patron driven acquisition
,
CONTENTdm,
SFX, H
a
thi
T
rust, and
more...
I
-
S
h
a
r
e
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
10
C
A
R
L
I
&
I
-
S
h
a
r
e
M
e
m
b
e
r
s
CARLI Libraries
I-Share Libraries
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
11
•
Facilitate communication among users,
CARLI Board, and CARLI staff
•
Focus on the users--both front-line staff
AND patrons
•
Governance structure supports numerous
initiatives and system functions (Voyager)
−
IUG, Acq/Ser, Cat, Instruction, OPAC, Resource
Sharing)
G
o
v
e
r
n
a
n
c
e
:
I
-
S
h
a
r
e
U
s
e
r
s
’
G
r
o
u
p
(
I
U
G
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
12
•
Best practices
•
I
nitiate and promote consortial policies
•
Cooperate, cooperate, cooperate
G
o
v
e
r
n
a
n
c
e
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
13
•
Initiate or determine local library policies
•
Impose any one library’s practices on
others
•
Replace the responsibility of each library to
plan for its own training needs
•
Replace the responsibility of each library to
provide collections according to curriculum
I
U
G
-
W
h
a
t
W
e
D
o
n
’
t
D
o
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
14
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
15
What connections can an individual library
take away from the consortial experience
when considering moving to the cloud?
C
o
n
s
o
r
t
i
u
m
,
C
l
o
u
d
,
C
o
n
n
e
c
t
i
o
n
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
16
•
Control is not critical. Libraries can still
maintain “control” in many ways
−
Discovery layer
−
Branding
−
Local policies
−
Collection management
−
Processes (yes and no)
C
o
n
s
o
r
t
i
u
m
,
C
l
o
u
d
,
C
o
n
n
e
c
t
i
o
n
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
17
•
Sharing
−
Data
−
Resources
−
Best practices
•
Community
C
o
n
s
o
r
t
i
u
m
,
C
l
o
u
d
,
C
o
n
n
e
c
t
i
o
n
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
18
Consortium isn't always the cloud
•
Timing of upgrades
−
Consortium requires timing with all institutions'
calendars
−
Cloud upgrades roll out when ready, little/no
downtime
W
h
a
t
D
o
e
s
n
'
t
T
r
a
n
s
f
e
r
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
19
•
Vendor's road map is still the vendor's
−
Governance plays strong part in consortial
upgrade priorities
•
Standards and expectations are moving
targets
•
Voyager still client based system
W
h
a
t
D
o
e
s
n
'
t
T
r
a
n
s
f
e
r
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
20
•
Challenges for both environments
−
Collaborative collection development
−
Patron driven acquisitions
−
Delivery of electronic resources across membership
−
Implementation of standards at different rates
−
Development timelines for different libraries
−
Mapping of old workflows vs. adoption of system
flows
C
h
a
l
l
e
n
g
e
s
&
O
p
p
o
r
t
u
n
i
t
i
e
s
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
21
•
Opportunities for both
environments
−
Sharing of expertise
−
True best practices development
•
Unknown
−
C
o
n
s
o
r
t
i
u
m
i
n
t
h
e
C
l
o
u
d
C
h
a
l
l
e
n
g
e
s
&
O
p
p
o
r
t
u
n
i
t
i
e
s
(
c
o
n
t
.
)
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
22
T
h
e
C
l
o
u
d
T
o
d
a
y
a
n
d
T
o
m
o
r
r
o
w
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
23
T
h
a
n
k
Y
o
u
!
Q
u
e
s
t
i
o
n
s
?
More on CARLI/I-Share
at
http://www.carli.illinois.edu/
ELUNA 2012 - Thursday, May 10, 2012
The Consortium as a Cloud
24
This content discusses the parallels between consortium membership and cloud-based library services, focusing on the consortium as a cloud concept. It explores similarities, opportunities, challenges, governance, and the connection between consortial environments and cloud systems, using examples from ELUNA 2012.
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Presentation Transcript
The The Consortium as a Cloud Consortium as a Cloud Parallels between consortium Parallels between consortium membership and cloud based library services membership and cloud based library services The Consortium as a Cloud ELUNA 2012 - Thursday, May 10, 2012
Carlos Melian Northeastern Illinois University CARLI/ I-SHARE Ted Schwitzner Illinois State University Tom Goetz Harper College The Consortium as a Cloud 2 ELUNA 2012 - Thursday, May 10, 2012
Overview Introduction and premise Brief description of our consortium (our context) Similarities between the cloud and a consortium Connections Q&A The Consortium as a Cloud 3 ELUNA 2012 - Thursday, May 10, 2012
Introduction and Premise Consortial environments exhibit similar features to cloud-based library systems Autonomy and cooperation Opportunities and challenges System(s) What you give up, what you gain Governance Still some unknowns The Consortium as a Cloud 4 ELUNA 2012 - Thursday, May 10, 2012
Introduction and Premise (cont.) Our context: Members of CARLI (Consortium of Academic and Research Libraries in Illinois) Members of I-Share Individually we are also members of the I-Share Users Group (IUG) The Consortium as a Cloud 5 ELUNA 2012 - Thursday, May 10, 2012
The Cloud Data hosted off site Maintenance Members/customers connected by common software. Changes from current/past systems Discovery layers, open box , local customization Branding The Consortium as a Cloud 6 ELUNA 2012 - Thursday, May 10, 2012
The Cloud (cont.) User groups contribute to life of the system (best practices, enhancements, user group meetings) Users can share data, metadata, catalogs, etc. Community The Consortium as a Cloud 7 ELUNA 2012 - Thursday, May 10, 2012
CARLI (Consortium of Academic and Research Libraries in Illinois: an Introduction 154 academic and research institutions of all sizes and constituencies representing 94% of Illinois higher education institutions E-Resource brokering and document/resource delivery CARLI Digital Collections I-Share More on CARLI/I-Share at http://www.carli.illinois.edu/ The Consortium as a Cloud 8 ELUNA 2012 - Thursday, May 10, 2012
I-Share 76 (soon to be 80) member libraries (all I- Share members are CARLI members) 11.9 million bib records, 35 million items, 390,000 UB request Members share the Voyager ILS 76 local catalogs (databases) 1 shared union catalog (database) Universal borrowing across I-Share 9 The Consortium as a Cloud ELUNA 2012 - Thursday, May 10, 2012
I-Share (cont.) Members may choose different front ends-- WebVoyage, VuFind, discovery tools, and coming soon eXtensible Catalog Patron driven acquisition, CONTENTdm, SFX, HathiTrust, and more... The Consortium as a Cloud 10 ELUNA 2012 - Thursday, May 10, 2012
CARLI & I-Share Members CARLI Libraries I-Share Libraries The Consortium as a Cloud 11 ELUNA 2012 - Thursday, May 10, 2012
Governance: I-Share Users Group (IUG) Facilitate communication among users, CARLI Board, and CARLI staff Focus on the users--both front-line staff AND patrons Governance structure supports numerous initiatives and system functions (Voyager) IUG, Acq/Ser, Cat, Instruction, OPAC, Resource Sharing) The Consortium as a Cloud 12 ELUNA 2012 - Thursday, May 10, 2012
Governance (cont.) Best practices Initiate and promote consortial policies Cooperate, cooperate, cooperate The Consortium as a Cloud 13 ELUNA 2012 - Thursday, May 10, 2012
IUG - What We Dont Do Initiate or determine local library policies Impose any one library s practices on others Replace the responsibility of each library to plan for its own training needs Replace the responsibility of each library to provide collections according to curriculum The Consortium as a Cloud 14 ELUNA 2012 - Thursday, May 10, 2012
I-Share Cloud X X X X X X X X X X X X X Remote hosting Shared data System maintenance Centralized tech support Common software User groups (communities) Upgrade efficiencies Governance model Cooperative acquisitions X ? ? The Consortium as a Cloud 15 ELUNA 2012 - Thursday, May 10, 2012
Consortium, Cloud, Connection What connections can an individual library take away from the consortial experience when considering moving to the cloud? The Consortium as a Cloud 16 ELUNA 2012 - Thursday, May 10, 2012
Consortium, Cloud, Connection (cont.) Control is not critical. Libraries can still maintain control in many ways Discovery layer Branding Local policies Collection management Processes (yes and no) The Consortium as a Cloud 17 ELUNA 2012 - Thursday, May 10, 2012
Consortium, Cloud, Connection (cont.) Sharing Data Resources Best practices Community The Consortium as a Cloud 18 ELUNA 2012 - Thursday, May 10, 2012
What Doesn't Transfer Consortium isn't always the cloud Timing of upgrades Consortium requires timing with all institutions' calendars Cloud upgrades roll out when ready, little/no downtime The Consortium as a Cloud 19 ELUNA 2012 - Thursday, May 10, 2012
What Doesn't Transfer (cont.) Vendor's road map is still the vendor's Governance plays strong part in consortial upgrade priorities Standards and expectations are moving targets Voyager still client based system The Consortium as a Cloud 20 ELUNA 2012 - Thursday, May 10, 2012
Challenges & Opportunities Challenges for both environments Collaborative collection development Patron driven acquisitions Delivery of electronic resources across membership Implementation of standards at different rates Development timelines for different libraries Mapping of old workflows vs. adoption of system flows The Consortium as a Cloud 21 ELUNA 2012 - Thursday, May 10, 2012
Challenges & Opportunities (cont.) Opportunities for both environments Sharing of expertise True best practices development Unknown Consortium in the Cloud The Consortium as a Cloud 22 ELUNA 2012 - Thursday, May 10, 2012
The Cloud Today and Tomorrow Vendor Community Library The Consortium as a Cloud 23 ELUNA 2012 - Thursday, May 10, 2012
Thank You! Questions? More on CARLI/I-Share at http://www.carli.illinois.edu/ The Consortium as a Cloud 24 ELUNA 2012 - Thursday, May 10, 2012
