Dordt College Library Transformation Journey

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 work-
arounds
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
March 5, 2013
11
Slide Note
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Highly residential Dordt College, affiliated with the Christian Reformed Church, embarked on a digital transformation journey for its library services. From considering a new ILS in 2011 to implementing WMS in 2013, the process involved exploring new systems, attending webinars, and eventually going live with the new system. The transition aimed to enhance customer needs, accessibility, and discoverability while overcoming challenges with the previous SirsiDynix system.

  • Dordt College
  • Library Transformation
  • Digital Journey
  • ILS Implementation
  • WMS Transition

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  1. 1

  2. 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

  3. 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

  4. 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

  5. We could be Pioneers Settlers 5

  6. 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

  7. Whats 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

  8. 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

  9. Whats 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

  10. 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 work- arounds Accept limitations while anticipating future benefits Learn from our experience and that of others (GIGO) 10

  11. Contact info Sheryl Taylor Director of Library Services Dordt College Sioux Center, IA Sheryl.Taylor@dordt.edu 11 March 5, 2013

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