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Strategic Agenda
The Orbis Cascade Alliance supports and develops established programs (e.g., Summit, Courier, ER, NWDA) while continuously exploring new directions that further the mission of the consortium. These explorations, collectively called the Strategic Agenda, are formally adopted by Council through periodic strategic planning efforts. Each strategic initiative is described below along with a current description of work and links to more information. You can also view a list of all task forces working on the Strategic Agenda.
For further information, please feel free to contact Executive Director John F. Helmer, any task force chair, or Executive Committee member.
1. Cooperative Collection Development
Cooperative collection development continues to be a primary focus of development for the Alliance. Building on the work of the Collection Development & Management Committee (CDMC) and guided by the Alliances' CD mission statement, activities in this area are expected to include development of a shared monographic purchasing plan; determination of a threshold for the maximum number of copies to be purchased by consortium libraries; pilot project to centrally fund a shared ebook collection; exploration of consortial acquisitions workflows; designating subject selectors to build collections for the Alliance as a whole; expansion of the Distributed Print Repository; and further adoption of the Alliance's YBP agreement.
EBook Task Force
Collection Development & Management Committee
CDMC is working to expand the existing Alliance Distributed Print Repository and assist libraries in the adoption and use of YBP's GobiTween system.
2. Regional Library Services Cooperative
This initiative represents a renewal of the Alliance's vision for collaborative activities that might be located in one or more service centers. With roots in the Regional Library Services Center effort of the last several years, the Alliance is considering the range of services desired by the membership, opportunities to build on current member library activities (for example, existing storage facilities), adaptation of existing buildings, new construction, and locations in Oregon or Washington. Initial activities include the creation of a survey to determine membership needs for storage and interest in other services.
Regional Library Services Cooperative Task Force
3. Future of Integrated Library Systems
Building on Summit migration to WorldCat Navigator and extensive investigation of new user interfaces, the Alliance is pursuing several initiatives related to the future of the Integrated Library Systems. Beyond these specific initiatives, Council has identified sharing of a single bibliographic database as a goal.
Shared Bibliographic Database Task Force
This group was charged to advise Council on policies, technical issues, human
resources factors, and any other aspects that will help Alliance member
libraries prepare for such a move.
Network Library System Task Force
This group is working with OCLC to explore, develop, and test additional Webscale Management Services.
Open Library Environment
Participate as a partner in the (OLE) project. Project contact: Kyle Banerjee, banerjek@uoregon.edu.
Other projects
Participate in and support member explorations of other open source or web-scale library technology projects, currently EOU and the Sage consortium's investigation of Evergreen. Project contact: Kyle Banerjee, banerjek@uoregon.edu.
4. Collaborative Technical Services
The Alliance has identified shared staff as a key area for collaboration and technical services as a promising area of initial investigation, with other initiatives to follow. This initiative builds on Council's retreat discussion and the preliminary work conveyed in R2's white paper The Extended Library Enterprise: Collaborative Technical Services & Shared Staffing.
Collaborative Technical Services Task
Force
The task force was charged to consider potential projects, weigh
impact, cost, likelihood of success, and propose a specific pilot
project. The task force was asked to place an initial emphasis on quick
action rather than a global or more theoretical analysis of issues.
Collaborative Technical Services Symposium
Executive Committee is considering additional activities to help members explore and prepare for further collaboration in this area. One concept under consideration is sponsorship of a Collaborative Technical Services Symposium. Project contact: John Helmer, jhelmer@uoregon.edu.
5. Digital Initiatives
This initiative builds on existing digital services planning efforts. Topics of interest include preservation, discovery tools, hosting content, scanning and reformatting services, and institutional repositories.
Institution Repository Task Force
This task force explored the possibility of one or more Alliance institutions
hosting an IR for a group as well as options for a centrally-hosted IR
(e.g., Alliance, another consortium, vendor).
NWDA Digital Program Working Group
The NWDA DPWG completed an IMLS digital program planning grant.
Background
Process
The Alliance's strategic agenda was developed over the course of late
2008 through early 2009. The process began with a survey of member
libraries to determine areas where the Alliance might help members
achieve their institutional strategic plans. Executive Committee condensed this very broad input to 18 initiatives
which were further presented, discussed, and prioritized by the Council
of library directors. Executive Committee identified a final set of five initiatives which were further
researched and presented for Council discussion during a strategic planning retreat
in February 2009. The retreat was facilitated by Ted Lay and included
presentations by Andrew Pace (OCLC Director of Networked Library
Services) and Rick Lugg (R2 Consulting).
Previous Strategic Agendas
2006-2009
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