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Friday, November 8 • 2:15pm - 3:00pm
Making the Big Move: Moving to Cloud-Based OCLC’s WorldShare Management Services (WMS)

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UNC Charlotte Atkins Library went live with a cloud-based ILS in July 2013 after a seven-month implementation period. A main purpose of the implementation was reducing outsourcing services, such as MARCIVE Authority Processing service, EBSCO's Discovery Service for a single search discovery tool, Syndetics Solutions for book cover art and others. This presentation focuses on implementation challenges and how jobs and workflow changed in the areas of Acquisitions, Electronic Resources Management and Circulation. The Head of Technical Services will talk about some of the issues the library had during the implementation stage, including changes in the Acquisitions workflow and cataloging. The Electronic and Continuing Resources Librarian covers changes in electronic resources management and procedures using the OCLC Knowledge Base including designing workflows and repurposing staff in order to establish new processes in electronic resources management. The Library Webmaster will discuss WMS' impact on Circulation Services, with a focus on client and server-side architectures and performance, and the subsequent effects on real-world customer service. Discussion about UNC Charlotte’s enterprise-grade WMS integration using Banner, Blackboard Transact, and Active Directory (LDAP), and highlighting UNC Charlotte’s new Stuart system, which keeps Atkins Library synchronized with UNC Charlotte. The presentation aims to demonstrate challenges related to a cloud-based ILS and suggests solutions to improve the system from a library’s perspective.

avatar for Brad Spry

Brad Spry

Library Webmaster, UNC Charlotte

Shoko Tokoro

Electronic and Continuing Resources Librarian, UNC Charlotte
avatar for Michael Winecoff

Michael Winecoff

Associate Dean for Collection Services, UNC Charlotte
I am currently the Associate Dean for Collection Services and oversee Collections and Acquisitions. Before taking this position I gained valuable paraprofessional experience as a copy cataloger, catalog maintenance coordinator and supervisor of the Accounts Payable and Receiving section... Read More →

Friday November 8, 2013 2:15pm - 3:00pm EST
Room 138, Science and Mathematics Building 202 Calhoun Street, Charleston, SC 29401

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