Moving Shared Print to the Network Level Emily
Description: Moving Shared Print to the Network Level Emily Stambaugh ALA Annual Conference Las Vegas, NV June 27, 2014 Looking to the Future of Shared Print Shared Print Colloquium Sponsored by Maine Shared Collections Strategy and Center for
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slide1. Moving Shared Print to the Network Level Emily Stambaugh ALA Annual Conference
Las Vegas, NV
June 27, 2014 “Looking to the Future of Shared Print”
Shared Print Colloquium
Sponsored by Maine Shared Collections Strategy and Center for Research Libraries<br>
slide2. Definitions
Network level = above existing consortia, existing trust networks, existing operations infrastructure (but within OCLC WorldCat and U.S. copyright regime) Extending shared print efforts to the network level and to higher risk, higher opportunity materials.<br>
slide3. Higher risk material = print only, not digitally available, not digitally preserved.
Higher opportunity material = general research publications, not special collections, not instructional materials, not odd formats, not likely mass digitization or publisher backlist candidates<br>
slide4. Aggregate Print Collections Higher risk, higher opportunity<br>
slide5. Contents Benefits and important aspects of distributed, regional shared print programs
The vision question for monographs
Creating a user imperative for shared print
Business model principles and elements for regional vs network level shared print program<br>
slide6. Benefits of distributed, regional shared print programs Shared responsibility, shared stewardship
Effective collection management and space planning strategy
Informed, responsible retention and deselection decisions, now or in the future
Regional coordination and distribution of responsibilities and program management provides economies of scale
Opportunity for non-archive holders to contribute financially
… May foster other forms of collaboration in the future<br>
slide7. Important aspects of Distributed, Regional Shared Print Programs Collections Model
Include publications in all stages of digital availability and digital preservation; work on multiple risk categories in parallel
Ongoing collection analysis and retention decisions; create archiving cycles with expectations for completion and retention disclosure by a specific date<br>
slide8. Types of Collections Analysis
Planning analysis
Group decision-making about “what to archive next?”
Local decision-making about
Retention commitments
Deselections relative to archived holdings<br>
slide9. Common policies and standards
Disclosure policy
Retention period
Validation standards
Resource sharing policy<br>
slide10. Common infrastructure
Union catalog (WorldCat)
Disclosure in OCLC using OCLC Symbols, LHRs, 561 and 583 to support resource sharing, group and local collections analysis
Group access catalog to support resource sharing<br>
slide11. Areas for improvement
Discovery – SP has reached scale
For users
For librarians, lists by archiving program for export
For librarians, routine and ad hoc deselection support
Quality assurance<br>
slide12. Membership Scale
Important tension between non-archive holders and archive holders; around potential future demand on fewer retained copies
For monographs perhaps focus on developing incentives for retention at scale and subsidies for demand (delivery)
Roles
Changing landscape of stewardship; mid-tier institutions important players; largest ARLs wary
Distributed archiving is valued but there may be limits to the extent to which distribution can occur. WEST will test this in 2014.<br>
slide13. Continuity
Institutions that participate in digital preservation and shared print programs are likely to continue to participate in them over the next five years.
Pricing
Don’t underestimate or under-price a shared print service at startup<br>
slide14. Vision Question for Monographs Print archive? Or shared print program?
Is it enough to make retention commitments to fewer monograph copies and negotiate broader resource sharing agreements?
Or shall we reframe shared print for monographs from the user perspective?<br>
slide15. Users and services for physical goods Can we implement popular delivery services from print and digital repositories to better support research?
Can/would users be willing to directly support those services?
Can a financial model include library and user contributions to a bundle of services designed to transform print collections?<br>
slide16. Cloud-service layer Discovery & Delivery Download Ship<br>
slide17. Benefits to Users Access to more and better books for research
Convenient delivery to home or device
Avoid costs of coming into to campus to get books
Avoid library fines
50 books at a time, unlimited checkout period, after 50, return one to get another<br>
slide18. Current Business Models Program costs are shared among member libraries
Member libraries support certain local costs
Income sources:
Grants
Member fees
In kind<br>
slide20. Higher risk, higher opportunity Can we leverage digitized print to support retention, digital conversion and ongoing development of general, print only, research collections? Put this print to work… …to digitize this print?<br>
slide21. Network Level Business Model Program costs are shared among member libraries and users
Credits provided for retention commitments and delivery; payable periodically
Direct subsidy provided for digitization and collection development based on # of retention commitments that year
Annual subsidy rates and collection criteria set by a governance group
Member libraries support certain local costs
Income sources:
Member fees
User fees
In kind
Managed through institutional and individual accounts in the cloud service layer<br>
slide23. Research needed Actuarial study to understand # of users, # libraries, # books at a time, actual usage rate, fee options, to achieve viability
Market research into desired service parameters for direct delivery, # books, fees
Appropriate incentives and subsidies ($) for a bundle of services:
Retention
Delivery by mail
Digitization
Collection development
Systems Development Options
Cloud Service Layer (D&D)
Financial Management Service Layer (user /institution accounts, incentive payments)
Collection Analysis (ingest, normalization, data-mining, reporting, decision management)<br>
slide24. Thank you! Emily Stambaugh Shared Print Manager California Digital Library
University of California, Office of the President
emily.stambaugh@ucop.edu
http://www.cdlib.org/services/collections/sharedprint/<br>
Las Vegas, NV
June 27, 2014 “Looking to the Future of Shared Print”
Shared Print Colloquium
Sponsored by Maine Shared Collections Strategy and Center for Research Libraries<br>
slide2. Definitions
Network level = above existing consortia, existing trust networks, existing operations infrastructure (but within OCLC WorldCat and U.S. copyright regime) Extending shared print efforts to the network level and to higher risk, higher opportunity materials.<br>
slide3. Higher risk material = print only, not digitally available, not digitally preserved.
Higher opportunity material = general research publications, not special collections, not instructional materials, not odd formats, not likely mass digitization or publisher backlist candidates<br>
slide4. Aggregate Print Collections Higher risk, higher opportunity<br>
slide5. Contents Benefits and important aspects of distributed, regional shared print programs
The vision question for monographs
Creating a user imperative for shared print
Business model principles and elements for regional vs network level shared print program<br>
slide6. Benefits of distributed, regional shared print programs Shared responsibility, shared stewardship
Effective collection management and space planning strategy
Informed, responsible retention and deselection decisions, now or in the future
Regional coordination and distribution of responsibilities and program management provides economies of scale
Opportunity for non-archive holders to contribute financially
… May foster other forms of collaboration in the future<br>
slide7. Important aspects of Distributed, Regional Shared Print Programs Collections Model
Include publications in all stages of digital availability and digital preservation; work on multiple risk categories in parallel
Ongoing collection analysis and retention decisions; create archiving cycles with expectations for completion and retention disclosure by a specific date<br>
slide8. Types of Collections Analysis
Planning analysis
Group decision-making about “what to archive next?”
Local decision-making about
Retention commitments
Deselections relative to archived holdings<br>
slide9. Common policies and standards
Disclosure policy
Retention period
Validation standards
Resource sharing policy<br>
slide10. Common infrastructure
Union catalog (WorldCat)
Disclosure in OCLC using OCLC Symbols, LHRs, 561 and 583 to support resource sharing, group and local collections analysis
Group access catalog to support resource sharing<br>
slide11. Areas for improvement
Discovery – SP has reached scale
For users
For librarians, lists by archiving program for export
For librarians, routine and ad hoc deselection support
Quality assurance<br>
slide12. Membership Scale
Important tension between non-archive holders and archive holders; around potential future demand on fewer retained copies
For monographs perhaps focus on developing incentives for retention at scale and subsidies for demand (delivery)
Roles
Changing landscape of stewardship; mid-tier institutions important players; largest ARLs wary
Distributed archiving is valued but there may be limits to the extent to which distribution can occur. WEST will test this in 2014.<br>
slide13. Continuity
Institutions that participate in digital preservation and shared print programs are likely to continue to participate in them over the next five years.
Pricing
Don’t underestimate or under-price a shared print service at startup<br>
slide14. Vision Question for Monographs Print archive? Or shared print program?
Is it enough to make retention commitments to fewer monograph copies and negotiate broader resource sharing agreements?
Or shall we reframe shared print for monographs from the user perspective?<br>
slide15. Users and services for physical goods Can we implement popular delivery services from print and digital repositories to better support research?
Can/would users be willing to directly support those services?
Can a financial model include library and user contributions to a bundle of services designed to transform print collections?<br>
slide16. Cloud-service layer Discovery & Delivery Download Ship<br>
slide17. Benefits to Users Access to more and better books for research
Convenient delivery to home or device
Avoid costs of coming into to campus to get books
Avoid library fines
50 books at a time, unlimited checkout period, after 50, return one to get another<br>
slide18. Current Business Models Program costs are shared among member libraries
Member libraries support certain local costs
Income sources:
Grants
Member fees
In kind<br>
slide20. Higher risk, higher opportunity Can we leverage digitized print to support retention, digital conversion and ongoing development of general, print only, research collections? Put this print to work… …to digitize this print?<br>
slide21. Network Level Business Model Program costs are shared among member libraries and users
Credits provided for retention commitments and delivery; payable periodically
Direct subsidy provided for digitization and collection development based on # of retention commitments that year
Annual subsidy rates and collection criteria set by a governance group
Member libraries support certain local costs
Income sources:
Member fees
User fees
In kind
Managed through institutional and individual accounts in the cloud service layer<br>
slide23. Research needed Actuarial study to understand # of users, # libraries, # books at a time, actual usage rate, fee options, to achieve viability
Market research into desired service parameters for direct delivery, # books, fees
Appropriate incentives and subsidies ($) for a bundle of services:
Retention
Delivery by mail
Digitization
Collection development
Systems Development Options
Cloud Service Layer (D&D)
Financial Management Service Layer (user /institution accounts, incentive payments)
Collection Analysis (ingest, normalization, data-mining, reporting, decision management)<br>
slide24. Thank you! Emily Stambaugh Shared Print Manager California Digital Library
University of California, Office of the President
emily.stambaugh@ucop.edu
http://www.cdlib.org/services/collections/sharedprint/<br>