From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009...

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From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New Challenges, New Opportunities The University of Windsor’s Experience

Transcript of From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009...

Page 1: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

From Voyager to Conifer

Art Rhyno & Grace LiuLeddy Library

University of Windsor

October 8, 2009

NISO Forum – Library Resource Management Systems: New Challenges, New Opportunities

The University of Windsor’s Experience

Page 2: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

What is Conifer?

Conifer is the joint project of Algoma, Laurentian, NOSM, and Windsor to adopt Evergreen as our common library systemOne union catalogueOne shared set of serversOne step towards greater cooperation among Ontario libraries for ILS functions

Page 3: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

What is Conifer?

From Google Map

Page 4: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

University of Windsor

Ontario: pop. 13million, home to about 1/3 of Canadians

Windsor: southernmost city in Canada, 323,342

University of Windsor: 16,000 full-time students

Page 5: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

Leddy Library

Staff: 94Systems staff: 6Member of Ontario Council of University

LibrariesStrong commitments to Knowledge Ontario, the

cross-sector partnership of 4500 library organizations in Ontario

Legacy Voyager site>1million bib records

Page 6: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

Art’s trip to here…

1989-1993 worked on a SPIRES-based ILS at Memorial University and wrote his first MARC editor

1993-1995 joined Windsor, a beta partner in the development of Notis Horizon, one of the first client/server library systems

1995-1997 scrambled when Ameritech pulled the plug on Notis initiative with less than 24 hours notice, scraped what was left of the budget to go back to the marketplace and became one of the first customers of Endeavor Voyager

Page 7: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

Art’s trip to here…

2005 highly problematic Voyager upgrade, IBM hardware costs squeeze budget, agree in strategic planning to look for new ILS options

2006 operational strategic plan targets one day symposium on the State of the ILS

1999-2002 spent side hours developing java-based library system called PYTHEAS, some of the mappings ended up in Koha via work with a developer in BC, wrote his second MARC editor

Page 8: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

The ILS Symposium - Nov. 15, 2006

Page 9: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

PINES - a very big challenge for OSS solutions

Page 10: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

A Shocking Slide from the ILS Symposium…

PINES Cost Comparison

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An ILS with a growing track record for consortia

Page 12: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

An ILS also for academic libraries

Page 13: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

OpenSRF and Evergreen

Page 14: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

Achieving Agility

it’s not about saving money (although we do save money)

it’s not about doing what we already do with OSS tools (although we still have to do a lot of the same things)

it’s not about creating another consortium for finding common work flows (although it is happening)

it’s about agility and flexibility on an increasingly networked planet (and we can’t afford to stumble right now)

Page 15: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

UW and Conifer

2007 Officially join forces with Evergreen, work with Evergreen coders on beginnings of acq/ser layer, participate in a "meeting of the interested" university libraries in Guelph, Project Conifer is born!

2008 Establish test server environment, start mapping out priorities

2009 Go live on May 4th

Page 16: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

The New OPAC

Page 17: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

OPAC Customizations

P. Zimmerman, 2009

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Workflow Modifications

“Lack of Serials/Acquisitions/Reserves modules provided (demanded) a modified workflow.

All solutions aren't necessarily code!”Grant Johnson, UPEI,

2009

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Integrating with SFX

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Uniting All Formats of Holdings in SFX

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Links

Conifer UW OPAC: http://windsor.concat.ca/opac/en- CA/skin/uwin/xml/

Conifer Discuss Group:http://groups.google.ca/group/conifer-discuss

Evergreen Wiki: http://open-ils.org/dokuwiki/wiki.php

Equinox: http://esilibrary.com

Page 22: From Voyager to Conifer Art Rhyno & Grace Liu Leddy Library University of Windsor October 8, 2009 NISO Forum – Library Resource Management Systems: New.

Thank you!

Contact:

Art Rhyno: [email protected]

Grace Liu: [email protected]