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I con Large Strengthen Member Institutions Theme A core tenet of the Orbis Cascade Alliance is that the consortium should increase the capacity of member libraries to provide information resources and services to their institutions, and thus strengthen the quality of each institution's academic programs and student experience.

Goals

  1. Build member staff capacity to address challenges through innovative practices.
  2. Maximize return on member investment through shared systems and resource purchase/licensing programs.
  3. Coordinate and leverage expertise within individual member institutions for shared benefit.

Initiatives

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Team Status
Develop a Copyright First Responders hub
Fund two additional Copyright First Responders cohorts and provide logistical support for CFR Retreat.
Icon Alliance Central Staff
Icon for In Progress
Develop a Memorandum of Understanding for data sharing
Establish policies and develop a new MOU, and act on recommendations adopted by Council.
Icon Alliance Central Staff
Icon for On Hold or Not Started Items.
Investigate open source shared ILS projects
Explore the viability of the Alliance participating in FOLIO development or a different open source ILS project, and determine if an open source solution is a viable shared ILS alternative.
Icon Alliance Central Staff
Icon for On Hold or Not Started Items.
Manage resource sharing rota
Ensure equitable borrowing and lending levels for resource sharing throughout the Alliance.
Icon Alliance Central Staff
Icon for In Progress
Manage Salesforce cases
Submit and monitor Salesforce cases, identify and share trends, surface high-priority cases with direct communications and regular meetings.
Icon Alliance Central Staff
Icon for In Progress
Strategize for consortial training
Develop a cohesive strategy, approach, and guidelines for training across the Alliance.
Icon Alliance Central Staff
Icon for On Hold or Not Started Items.
Streamline licensing and invoicing process
Reduce steps from existing processes and implement new software to support easy, streamlined access for members and central staff.
Action Plan
Icon for Shared Content and Technical Services
Icon for In Progress
Conduct Primo release testing
Test new Primo releases on a quarterly basis.
Action Plan
Icon for Discovery and User Experience
Icon for In Progress
Form the SCTS E-Content Group
Form SCTS group to review licenses and proposed pricing from consortia content providers, assist in establishing fair pricing and reviewing consortial licenses, develop standard model language for select license terms.
Action Plan
Icon for Shared Content and Technical Services
Icon for In Progress
Conduct Alma release testing
Support Alliance review of monthly Alma releases during the two-week sandbox testing window.
Action Plan
Icon for Systems Icon for In Progress
Develop a member group to support Alliance use of Primo and Alma Analytics
Provide ongoing support and expertise for the use of Alma and Primo Analytics.
Action Plan
Icon for Systems
Icon for In Progress
Participate in NERS voting
Support collaborative voting for Ex Libris product and content enhancements.
Action Plan
Icon for Systems
Icon for In Progress
Conduct cross-program work on unique and local materials in the shared ILS
Increase study of and resolution to issues affecting unique materials represented in the SILS.
Action Plan
Icon for Unique and Local Content
Icon for In Progress
Conduct an RFP process for shared ILS
Plan to conduct an RFP process prior to the end of the current Ex Libris contract.
Icon Alliance Central Staff
Icon for On Hold or Not Started Items.
Develop an Alliance-wide mentorship program
Develop member library staff to have a broad base of knowledge and skills that support Alliance activities.
Icon Alliance Central Staff
Icon for On Hold or Not Started Items.
Create training and documentation for resource fulfillment
Increase fulfillment training and documentation from the Alliance level, leading to more efficient local service and greater standardization.
Action Plan
Icon for Resource Sharing and Fulfillment
Icon for In Progress
Become more standardized in use of Alma
Identify and implement standard workflows, naming conventions, and similar approaches in Alma; consider a contract with Ex Libris Professional Services to support analysis of Alliance configuration and to recommend approaches for more efficient work.
TBD Icon for On Hold or Not Started Items.
Form a Social Equity Committee
Identify specific programs and services that demonstrate a proactive stance on social equity in higher education.
TBD Icon for In Progress



Legend


 

Teams

 

Status

Icon for Alliance Central Staff Alliance Central Staff Icon for On Hold or Not Started Items. On Hold/Not Started
Icon for Discovery and User Experience Discovery and User Experience  Icon for In Progress In Progress
Icon for Resource Sharing and Fulfillment
Resource Sharing and Fulfillment  Icon Checkmark for Completed.
Completed
Icon for Shared Content and Technical Services Shared Content and Technical Services    
Icon for Systems Systems
   
Icon for Unique and Local Content Unique and Local Content    


Next Strategic Theme Improve Access to Information