Report on the Rethinking Resource Sharing Initiative Tanner Wray, University of Maryland Libraries NELINET Annual Resource Sharing Spring Meeting, New London, NH June 6, 2008

Introductions Library type Job function

Library type

Job function

Overview A Little Background on Why to Rethink Goals of the Initiative Key Projects Policies Committee Manifesto Innovation Awards Interoperability Committee GoGetter Marketing Committee User Needs Committee Delivery Committee Forum III – 2007 ALA STARS Rethinking Resource Sharing Preconference 2008 Discussion

A Little Background on Why to Rethink

Goals of the Initiative

Key Projects

Policies Committee

Manifesto

Innovation Awards

Interoperability Committee

GoGetter

Marketing Committee

User Needs Committee

Delivery Committee

Forum III – 2007

ALA STARS Rethinking Resource Sharing Preconference 2008

Discussion

What is the Rethinking Resource Sharing Initiative? an ad hoc group that advocates for a complete rethink of the way libraries conduct resource sharing

an ad hoc group

that advocates

for a complete rethink

of the way libraries

conduct resource sharing

What’s different? Internet has changed user expectations Everyone manages information differently More people work outside the library context

Internet has changed user expectations

Everyone manages information differently

More people work outside the library context

Mission Rethinking Resource Sharing Inspiring Libraries Empowering People

Rethinking Resource Sharing

Inspiring Libraries

Empowering People

Strategies Focus on user needs Put services on websites Offer services outside the library Look for useful models outside the library Use fees when free service isn’t possible Measure user satisfaction Remain vendor neutral

Focus on user needs

Put services on websites

Offer services outside the library

Look for useful models outside the library

Use fees when free service isn’t possible

Measure user satisfaction

Remain vendor neutral

Partner Organizations

Policies Committee Purpose Housed within ALA/RUSA/STARS Finalized the Manifesto for Rethinking Resource Sharing What is it? 7 principles http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starssections/committeesa/rrscomm/rrscomm.html http://rethinkingresourcesharing.org/manifesto.html

Purpose

Housed within ALA/RUSA/STARS

Finalized the Manifesto for Rethinking Resource Sharing

What is it?

7 principles

http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starssections/committeesa/rrscomm/rrscomm.html

http://rethinkingresourcesharing.org/manifesto.html

Manifesto Fewer restrictions Imposed only as necessary Lowest possible barriers to fulfillment presented “ Restrictions shall only be imposed as necessary by individual institutions with the goal that the lowest-possible-barriers-to-fulfillment are presented to the user.”

Fewer restrictions

Imposed only as necessary

Lowest possible barriers to fulfillment presented

“ Restrictions shall only be imposed as necessary by individual institutions with the goal that the lowest-possible-barriers-to-fulfillment are presented to the user.”

Manifesto 2. Users can choose from options delivery format method of delivery fulfillment type loan, copy, digital copy, and purchase “ Library users shall be given appropriate options for delivery format, method of delivery, and fulfillment type, including loan, copy, digital copy, and purchase.”

2. Users can choose from options

delivery format

method of delivery

fulfillment type

loan, copy, digital copy, and purchase

“ Library users shall be given appropriate options for delivery format, method of delivery, and fulfillment type, including loan, copy, digital copy, and purchase.”

Manifesto 3. Global access Use both formal and informal networking agreements Goal is lowest barrier to fulfillment “ Global access to sharable resources shall be encouraged through formal and informal networking agreements with the goal towards lowest-barrier-to-fulfillment.”

3. Global access

Use both formal and informal networking agreements

Goal is lowest barrier to fulfillment

“ Global access to sharable resources shall be encouraged through formal and informal networking agreements with the goal towards lowest-barrier-to-fulfillment.”

Manifesto 4. Share resources from all types of cultural institutions Libraries Archives Museums Expertise of all types utilized “ Sharable resources shall include those held in cultural institutions of all sorts : libraries, archives, museums, and the expertise of those employed in such places.”

4. Share resources from all types of cultural institutions

Libraries

Archives

Museums

Expertise of all types utilized

“ Sharable resources shall include those held in cultural institutions of all sorts : libraries, archives, museums, and the expertise of those employed in such places.”

Manifesto 5. Reference service facilitates sharing Use reference expertise to aid fulfillment No findable object should be totally unattainable “ Reference services are a vital component to resource sharing and delivery and shall be made readily accessible from any initial "can't supply this" response. No material that is findable should be totally unattainable.”

5. Reference service facilitates sharing

Use reference expertise to aid fulfillment

No findable object should be totally unattainable

“ Reference services are a vital component to resource sharing and delivery and shall be made readily accessible from any initial "can't supply this" response. No material that is findable should be totally unattainable.”

Manifesto 6. Offer service for a fee rather than refusing service Strive to achieve services that are not more expensive than commercial services “ Libraries should offer service at a fair price rather than refuse but should strive to achieve services that are not more expensive than commercial services, e.g. bookshops.”

6. Offer service for a fee rather than refusing service

Strive to achieve services that are not more expensive than commercial services

“ Libraries should offer service at a fair price rather than refuse but should strive to achieve services that are not more expensive than commercial services, e.g. bookshops.”

Manifesto 7. Everyone a library user Registration should be as easy as signing up for commercial web services “ Library registration should be as easy as signing up for commercial web based services . Everyone can be a library user.”

7. Everyone a library user

Registration should be as easy as signing up for commercial web services

“ Library registration should be as easy as signing up for commercial web based services . Everyone can be a library user.”

Manifesto Endorsements ALA/RUSA/STARS Executive Committee, Jan 2007 ALA/RUSA/STARS Rethinking Resource Sharing Policies Committee, Jan 2007 Rethinking Resource Sharing Steering Committee, Feb 2007 IFLA Document Delivery and Resource Sharing Standing Committee, May 2007 MAILL (Maryland Interlibrary Loan), Oct 18, 2007

ALA/RUSA/STARS Executive Committee, Jan 2007

ALA/RUSA/STARS Rethinking Resource Sharing Policies Committee, Jan 2007

Rethinking Resource Sharing Steering Committee, Feb 2007

IFLA Document Delivery and Resource Sharing Standing Committee, May 2007

MAILL (Maryland Interlibrary Loan), Oct 18, 2007

Policies – Next Steps Endorsement of the Manifesto by state library associations and state library agencies “… . by affirming the Manifesto, {state} libraries agree to uphold the principles by doing these things…. 1. 2. 3. …. ”

Endorsement of the Manifesto by state library associations and state library agencies

“… . by affirming the Manifesto, {state} libraries agree to uphold the principles by doing these things…. 1. 2. 3. …. ”

MAILL ( Ma ryland I nter l ibrary L oan*) October 18, 2007 Affirmed the Manifesto Affirming means… 2008 Challenging members to move beyond affirming and put solutions into practice * http://www.maill.sailorsite.net/

October 18, 2007

Affirmed the Manifesto

Affirming means…

2008

Challenging members to move beyond affirming and put solutions into practice

* http://www.maill.sailorsite.net/

Policies Committee Facilitators Guide Posted online (RRS website) Use to Inform a local discussion http://rethinkingresourcesharing.org/docs/facil-guide.doc

Facilitators Guide

Posted online (RRS website)

Use to Inform a local discussion

http://rethinkingresourcesharing.org/docs/facil-guide.doc

Next Steps Collect examples for each of the 7 points in the Manifesto for Rethinking Resource Sharing

Collect examples for each of the 7 points in the Manifesto for Rethinking Resource Sharing

Other Policy Ideas (Some Radical!) Floating collections Purchase on demand & give to requester User purchases & donates to library Direct delivery to patrons from lending library 7-day/week deliveries No due dates, no overdues Automatic renewals unless requested

Floating collections

Purchase on demand & give to requester

User purchases & donates to library

Direct delivery to patrons from lending library

7-day/week deliveries

No due dates, no overdues

Automatic renewals unless requested

2008 RRS Innovation Awards Recognizing and honoring individual or institution for changes they made to improve users’ access to information through resource sharing in their library, consortium or state. $1,000 cash awards in 2008 sponsored by Alliance of Library Networks

Recognizing and honoring individual or institution for changes they made to improve users’ access to information through resource sharing in their library, consortium or state.

$1,000 cash awards in 2008 sponsored by Alliance of Library Networks

RRS Innovation Awards Factors Impact on users Scalability Sustainability Ability for other libraries/consortia to replicate the idea Initiative and risk taking

Impact on users

Scalability

Sustainability

Ability for other libraries/consortia to replicate the idea

Initiative and risk taking

2008 RRS Innovation Award Winners North Carolina Libraries for Virtual Education (NC LIVE) program. Streams video files to member library users wherever they are on the web New York Reference and Research Resources Councils (NY3Rs). Nine multi-type library networks serving all libraries in New York State. IDS (Information Delivery Services) Project http://rethinkingresourcesharing.org/innovation.html

North Carolina Libraries for Virtual Education (NC LIVE) program. Streams video files to member library users wherever they are on the web

New York Reference and Research Resources Councils (NY3Rs). Nine multi-type library networks serving all libraries in New York State. IDS (Information Delivery Services) Project

http://rethinkingresourcesharing.org/innovation.html

Interoperability Committee GoGetter (GetIt) plug-in Project Open-source Offers options to get information Seeking additional committee members

GoGetter (GetIt) plug-in Project

Open-source

Offers options to get information

Seeking additional committee members

Status of GoGetter Interoperability Committee Completed the GoGetter prototype Updated the functional specs Worked with RRS Marketing Committee for name/branding Developed base-level documentation Awaits OCLC to complete the open source licensing

Interoperability Committee

Completed the GoGetter prototype

Updated the functional specs

Worked with RRS Marketing Committee for name/branding

Developed base-level documentation

Awaits OCLC to complete the open source licensing

Marketing Committee Branding of the GetIt Prototype = GoGetter Created RRS logo design Designed stickers for distribution Tracked Articles, including Interface v. 30, no. 1 http://www.ala.org/ala/ascla/asclapubs/interface/currentedition/currentedition.cfm Presentations, including http://www.rethinkingresourcesharing.org/ Seeking additional committee members

Branding of the GetIt Prototype = GoGetter

Created RRS logo design

Designed stickers for distribution

Tracked

Articles, including Interface v. 30, no. 1 http://www.ala.org/ala/ascla/asclapubs/interface/currentedition/currentedition.cfm

Presentations, including http://www.rethinkingresourcesharing.org/

Seeking additional committee members

User Needs Committee Gain insight into the needs of the common user inside and outside the library environment Need a chair for the committee Need committee member volunteers

Gain insight into the needs of the common user inside and outside the library environment

Need a chair for the committee

Need committee member volunteers

Delivery Committee Physical and virtual delivery of materials is important Brainstorm of ideas Give users multiple options for delivery Use partnerships outside the library Download articles to PDAs

Physical and virtual delivery of materials is important

Brainstorm of ideas

Give users multiple options for delivery

Use partnerships outside the library

Download articles to PDAs

Delivery Committee Pick up at lockers outside the library and non-library locations ILL floating collection State-wide or national courier service Need additional committee members

Pick up at lockers outside the library and non-library locations

ILL floating collection

State-wide or national courier service

Need additional committee members

Finance Committee Will identify sources of funding for implementing Initiative activities New Committee Chair and Members Needed

Will identify sources of funding for implementing Initiative activities

New Committee

Chair and Members Needed

Learning More About RRS

2007 RRS Forum III April 19-20, 2007 Michael Stephens, Dominican University and blogger for Tame the Web: Libraries and Technology, “Technology Trends 2007: Sharing Data, Sharing Experience” Linda Frueh, Washington, D.C. Regional Director, Internet Archive and Alexis Rossi, Project Leader Internet Archive “Rethinking Resource Sharing: The Internet Archive Perspective”

Michael Stephens, Dominican University and blogger for Tame the Web: Libraries and Technology, “Technology Trends 2007: Sharing Data, Sharing Experience”

Linda Frueh, Washington, D.C. Regional Director, Internet Archive and Alexis Rossi, Project Leader Internet Archive “Rethinking Resource Sharing: The Internet Archive Perspective”

ALA 2008 Preconference Friday June 27, 2008 Anaheim CA “ Throw off your policies and expose your resources: Rethinking resource sharing” ALA RUSA STARS Preconference http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starsevents/starsevents.cfm

Friday June 27, 2008 Anaheim CA

“ Throw off your policies and expose your resources: Rethinking resource sharing”

ALA RUSA STARS Preconference

http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starsevents/starsevents.cfm

ALA 2008 Preconference Presenters Stephen Abram, SirsiDynix Gina Persichini, Idaho State Library Jim Meyers, Orange County Public Library Perry Willett, University of Michigan Interactive sessions

Stephen Abram, SirsiDynix

Gina Persichini, Idaho State Library

Jim Meyers, Orange County Public Library

Perry Willett, University of Michigan

Interactive sessions

ALA 2008 Preconference Sponsors Emerald OCLC Rapid Relais SirsiDynix

Emerald

OCLC

Rapid

Relais

SirsiDynix

IFLA Satellite Meeting August 5-7, 2008, Boston, MA “ Rethinking Access to Information: Evolving perspectives on information content and delivery” http://www.bcr.org/rethinkingaccess/

August 5-7, 2008, Boston, MA

“ Rethinking Access to Information: Evolving perspectives on information content and delivery”

http://www.bcr.org/rethinkingaccess/

IFLA Satellite Meeting Presenters Steven Abrams, SirsiDynix Brenda Bailey-Hainer, BCR Patrick Danowski, Staatsbibliothek zu Berlin, Germany Catherine Davidson and Mary Lehane, York University, Canada Lorcan Dempsey, OCLC Poul Erlandsen, National Library of Education, Denmark Rose Goodier, John Rylands University Library, Manchester, UK Amy Greenberg, Scholars Portal, Canada Sharon Karasmanis, & Alison Bates, La Trobe University, Australia Robert Krall, University of Pennsylvania Libraries R. David Lankes, Information Institute of Syracuse, and Syracuse University Sarah McHugh, Montana State Library Barbara Preece, Boston Library Consortium Pentti Vattulainen, National Repository Library, Finland Gail Wanner, SirsiDynix Keith Webster, and Heather Todd, University of Queensland, Australia Lynn Wiley, University of Illinois at Urbana-Champaign Bodil Wöhnert, Esbjerg Public Library, Denmark

Steven Abrams, SirsiDynix

Brenda Bailey-Hainer, BCR

Patrick Danowski, Staatsbibliothek zu Berlin, Germany

Catherine Davidson and Mary Lehane, York University, Canada

Lorcan Dempsey, OCLC

Poul Erlandsen, National Library of Education, Denmark

Rose Goodier, John Rylands University Library, Manchester, UK

Amy Greenberg, Scholars Portal, Canada

Sharon Karasmanis, & Alison Bates, La Trobe University, Australia

Robert Krall, University of Pennsylvania Libraries

R. David Lankes, Information Institute of Syracuse, and Syracuse University

Sarah McHugh, Montana State Library

Barbara Preece, Boston Library Consortium

Pentti Vattulainen, National Repository Library, Finland

Gail Wanner, SirsiDynix

Keith Webster, and Heather Todd, University of Queensland, Australia

Lynn Wiley, University of Illinois at Urbana-Champaign

Bodil Wöhnert, Esbjerg Public Library, Denmark

Become Involved with RRS Join the RRS listserv http://www.rethinkingresourcesharing.org/involve.html Change things in your library or consortium Attend the STARS ALA Preconference in June or IFLA meeting in August Volunteer to be on a committee

Join the RRS listserv

http://www.rethinkingresourcesharing.org/involve.html

Change things in your library or consortium

Attend the STARS ALA Preconference in June or IFLA meeting in August

Volunteer to be on a committee

Next Steps Start a Discussion: Today at 1pm! – At Your Library! Take Action - Start a Revolution

Resources/Links Rethinking Resource Sharing http://www.RethinkingResourceSharing.org Rethinking Policies Committee http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starssections/committeesa/rrscomm/rrscomm.html rethinking@bcr-lists.org Listserv http://bcr-lists.org/mailman/listinfo/rethinking

Rethinking Resource Sharing

http://www.RethinkingResourceSharing.org

Rethinking Policies Committee

http://www.ala.org/ala/rusa/rusaourassoc/rusasections/stars/starssections/committeesa/rrscomm/rrscomm.html

rethinking@bcr-lists.org Listserv

http://bcr-lists.org/mailman/listinfo/rethinking

Contact Information Tanner Wray, MLS, AHIP Director of Public Services University of Maryland Libraries McKeldin Library Room 4119 College Park, MD 20742 USA 301-405-9251 [email_address]

Tanner Wray, MLS, AHIP

Director of Public Services

University of Maryland Libraries

McKeldin Library Room 4119

College Park, MD 20742 USA

301-405-9251

[email_address]

Thank You! Anne Beaubien University of Michigan Wendy Dobson Enoch Pratt Free Library

Anne Beaubien

University of Michigan

Wendy Dobson

Enoch Pratt Free Library

Rethinking Resource Sharing Inspiring Librarians Empowering People http://www.rethinkingresourcesharing.org/

Rethinking Resource Sharing Inspiring Librarians

Empowering People

http://www.rethinkingresourcesharing.org/