Network Infrastructure for Cooperative Print Management Constance Malpas Program Officer ALCTS CMDS Chief Collection Development Officers of Large Research Libraries 24 January 2009 ALA Midwinter

Context Changing value of print collections in scholarly workflows is driving reassessment of traditional print preservation mandates Evidence that distributed archiving arrangements can substantially reduce ‘optimal overlap’ thresholds In current economic circumstances, risk that opportunistic changes in print acquisitions may affect system wide preservation infrastructure Absence of community or technical infrastructure to support coordinated management of aggregate resource System-wide challenges … system-wide solutions

Changing value of print collections in scholarly workflows is driving reassessment of traditional print preservation mandates

Evidence that distributed archiving arrangements can substantially reduce ‘optimal overlap’ thresholds

In current economic circumstances, risk that opportunistic changes in print acquisitions may affect system wide preservation infrastructure

Absence of community or technical infrastructure to support coordinated management of aggregate resource

Why I’m here . . . Part of broad community consultation Collection managers – confirm (or deny) strategic value Technical services – assess operational feasibility Preservation administrators – workflow integration Seeking CCDO guidance on how to make aggregate data a source of actionable intelligence for collection management Operational considerations – when can data add value? Selection principles – which data are most valuable?

Part of broad community consultation

Collection managers – confirm (or deny) strategic value

Technical services – assess operational feasibility

Preservation administrators – workflow integration

Seeking CCDO guidance on how to make aggregate data a source of actionable intelligence for collection management

Operational considerations – when can data add value?

Selection principles – which data are most valuable?

MARC 583 Essentials ‘ Action note’ used to record local preservation actions Condition assessment, de-acidification, repairs, microfilming, digitization etc Indexed and displayed in OCLC management systems Cooperative microfilming; Web archiving; Registry of Digital Masters Supports title-level aggregation of distributed investment Local preservation investments ‘rise to the surface’ in WorldCat; 400K recorded actions associated with 1M holdings Previously proposed as vehicle for disclosing item-level retention commitments and condition information for monographic titles North American Storage Trust / Cooperative Collection Management Trust

‘ Action note’ used to record local preservation actions

Condition assessment, de-acidification, repairs, microfilming, digitization etc

Indexed and displayed in OCLC management systems

Cooperative microfilming; Web archiving; Registry of Digital Masters

Supports title-level aggregation of distributed investment

Local preservation investments ‘rise to the surface’ in WorldCat; 400K recorded actions associated with 1M holdings

Previously proposed as vehicle for disclosing item-level retention commitments and condition information for monographic titles

North American Storage Trust / Cooperative Collection Management Trust

Current Proposal: Print Preservation Amend CCMT guidelines to support use of 583 to record title or range-specific archiving commitments for serial publications Encourage programmatic implementation to increase visibility (and viability) of distributed print archiving efforts RLG Journal Preservation project titles JSTOR archives Single- and last-copy archives (TRLN, VALE, UC/CRL etc) National libraries (LC, NLM, NAL) Depository libraries

Amend CCMT guidelines to support use of 583 to record title or range-specific archiving commitments for serial publications

Encourage programmatic implementation to increase visibility (and viability) of distributed print archiving efforts

RLG Journal Preservation project titles

JSTOR archives

Single- and last-copy archives (TRLN, VALE, UC/CRL etc)

National libraries (LC, NLM, NAL)

Depository libraries

Potential Benefits Elevates visibility and value of existing print archives Improved knowledge base for decision-making Increases incentives for participation in distributed archiving arrangements Content contributors gain privileged role in building and securing ‘national’ collection; de-duplication less risky Supports coordinated management of print archiving efforts across regional and national boundaries UK Research Reserve, Group of Eight (Australia) Represents existing infrastructure that can be deployed in near term

Elevates visibility and value of existing print archives

Improved knowledge base for decision-making

Increases incentives for participation in distributed archiving arrangements

Content contributors gain privileged role in building and securing ‘national’ collection; de-duplication less risky

Supports coordinated management of print archiving efforts across regional and national boundaries

UK Research Reserve, Group of Eight (Australia)

Represents existing infrastructure that can be deployed in near term

If you wish to contribute . . . Participate in upcoming consultations Discuss use of the 583 with your cataloging staff Is it being used locally? Included in batch loads to WorldCat? Consider how preservation and archiving data from other libraries might be factored into local collection development decisions If CRL (etc) has digitized a title, can be it transferred to storage? If aggregate holdings are low and local interest is high, would you commit to retention? For whole classes of material? Provide feedback on how (or if) this evidence base can be made more valuable

Participate in upcoming consultations

Discuss use of the 583 with your cataloging staff

Is it being used locally?

Included in batch loads to WorldCat?

Consider how preservation and archiving data from other libraries might be factored into local collection development decisions

If CRL (etc) has digitized a title, can be it transferred to storage?

If aggregate holdings are low and local interest is high, would you commit to retention? For whole classes of material?

Provide feedback on how (or if) this evidence base can be made more valuable

Comments, Questions?

Further information Preservation Administration Interest Group Saturday, 24 January 2009 10:30 – 11:30 AM, Marriott Denver, Columbine room RLG Update Session Saturday, 24 January 2009 4:00-5:30 PM, Colorado Convention Center, Korbel Ballroom 4 CONSER At-Large Meeting Sunday, 25 January 2009 8:00 – 9:30 AM, Colorado Convention Center, Room 403 RLG Shared Print Update Session Monday, 26 January 2009 10:00 – 11:30 AM, Sheraton Denver, OCLC Green Suite Constance Malpas [email_address] Tel: 650-287-2131

Preservation Administration Interest Group

Saturday, 24 January 2009

10:30 – 11:30 AM, Marriott Denver, Columbine room

RLG Update Session

Saturday, 24 January 2009

4:00-5:30 PM, Colorado Convention Center, Korbel Ballroom 4

CONSER At-Large Meeting

Sunday, 25 January 2009

8:00 – 9:30 AM, Colorado Convention Center, Room 403

RLG Shared Print Update Session

Monday, 26 January 2009

10:00 – 11:30 AM, Sheraton Denver, OCLC Green Suite

Constance Malpas

[email_address]

Tel: 650-287-2131