What is the Strategic Agenda?
In addition to
established programs (e.g., Summit, Courier, ER, NWDA), the Orbis Cascade Alliance is 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.
A new Strategic Plan is in the works!
The Alliance has embarked on a new planning effort under the leadership of the Strategic Planning Group. This effort will yield a new Strategic Plan to be finalized during a Council retreat in July 2013.
1. Cooperative Collection Development
Cooperative collection development continues to be a primary focus of development for the Alliance. Work on this set of initiatives builds on the work of the Collection Development & Management Committee and is guided by the Alliances' collection development mission statement:
an Alliance, we consider the combined collections of member
institutions as one collection. While member institutions continue to
acquire their own material, the Alliance is committed to cooperative
collection development to leverage member institutions' resources to
better serve our users.
- Expansion of the Alliance Distributed Print Repository
- Western Storage Trust (WEST)
The Alliance is partnering with the University of California and other
Western U.S. institutions to create the Western Storage Trust (WEST), a Mellon-funded project that will create a
distributed retrospective print repository. All members of the Alliance will become members of WEST either as direct participants or through an Alliance consortium membership.
- Shared storage facility
With roots in the Regional Library Services Center (RLSC) effort, 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.
- Implementation of a duplication threshold
- Further adoption of the Alliance's Consortial approval plan with YBP
- Development of a shared monographic purchasing plan
- Exploration of
consortial acquisitions workflows
- Designating subject selectors to
build collections for the Alliance as a whole
2. Future of Integrated Library Systems
In July 2012 Council voted to enter in to a contract with Ex Libris for a consortial implementation of Alma and Primo.
3. 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.
- Ebook pilot: cataloging consortial purchases associated with the Ebook Pilot pursued by the Collection Development and Management Committee
- Cataloging monographs in Arabic, Chinese, Japanese, and Korean languages
- Collaborative Technical Services Symposium: organizing a symposium to discuss current thinking in the profession, learn about the status of similar collaborative technical services efforts undertaken by other consortia, and discuss the results of Alliance pilots.
4. Digital Initiatives
In July 2012 Council decided to discontinue an IR pilot project with the Colorado Alliance and charged the Digital Services Team
Creating and conducting a Digital Preservation Education initiative as approved by Council in November 2011
- Delivery of a final report including recommendations for further work to be delivered to the Board by June 1, 2013 for consideration at the June 14 Board meeting.
- Work beyond June 2013 is contingent on Board/Council approval of a new charge.
The future of this initiative will be determined by the Alliance Strategic Plan to be adopted in July 2013.
Highlights of past activities:
Other Discovery Systems
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). The first set of groups working on the Strategic Agenda met in 2009 and a second set of groups worked through 2010. Over this time the agenda has proceeded from broad investigation to more focused initiatives (e.g., from investigating legal, governance, and cost aspects of a shared ILS to issuing an RFI), implementation of pilots (e.g., Ebook Pilot, Arabic/CJK Cataloging Pilots, Fedora-based IR, Cloud Sandbox service) and pursuit of grants (e.g., IMLS grant for Cross-Search and Context Utility).
Previous Strategic Agendas