UC Libraries Next-Generation Technical Services: An overview


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What is the UC Libraries' Next-Generation Technical Services initiative? This presentation delivers an overview of the goals, the framework for implementation, and the portfolio of projects that comprise the initiative.

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  • Alphabet soup to many in UC. Poll: Who knows what all of these acronyms stand for? CoUL stands for Council of University Librarians, SOPAG is the Systemwide Operations Planning and Advisory Group, which develops action plans and issues recommendations for consideration by the ULs on cooperative/system-wide library work, and appoints and oversees the ACGs, or all-campus groups. ACGs include 1 rep from each campus, 1 from CDL, and a LAUC rep. We’ll cover the NGTS acronyms during this presentation.
  • Not all of the reasons, but these points speak to the impetus behind the initiative. We need to cooperate, improve our technical services operations, and realize efficiencies in order to keep up with the pace of the information resources we acquire or that are now being produced. The Libraries also need to redirect the focus of our resources on commonly held materials to the unique materials and new information resources produced that are of value to our researchers.
  • Ultimate objective: delivering info to the people we serve efficiently and effectively
  • 2 initial phases to the initiative; out of the second phase emerged a set of recommendations that have been prioritized by the ULs for implementation. These fall under four major goals.
  • SOPAG was charged with overseeing implementation. Aim to set up a more nimble structure, where teams are empowered to take action under direction of the management team. Power of Three groups and Lightning teams (“quick, focused”) are a departure from past practice of task groups with 11 reps. Still, deliberate about informing ACGs and relevant groups; initial charges identified required collaboration and consultation.
  • PMWG arose from a recognition that libraries need to apply project management expertise to our work. Formed group to support the NGTS implementation and will be establishing best practices that will be of benefit to our overall operations.
  • Guiding principles speak to need for communication plans and continuous vetting laterally and vertically. Communications manager assigned; UC Merced allotted (donated) 50% of E Lin’s time to NGTS; part of management team. Communication not just NGTS-specific, but broader aim of enhancing knowledge of staff on building next gen services.
  • SPOTs are Power of Three groups formed of SOPAG members that are assigned high-level, strategic issues. SPOT 2: importance of a stable funding model; currently no existing structure to fund work/operations across campuses. SPOT 3 tracking developments on the national arena relevant to NGTS.
  • Current methods of communication: blog, monthly update based on progress reports from POTs, also tracking on Twitter using #ucngts.
  • UC Libraries Next-Generation Technical Services: An overview

    1. 1. University of California Libraries NEXT-GENERATION TECHNICAL SERVICES
    3. 3. Why NGTS? <ul><li>Estimated total non-roman backlog: 81,979 ( Enterprise Services report, Sept 2010) </li></ul><ul><li>Estimated special collections and archives backlog: 13.5 miles ( New Modes for Access report, Sept 2010) </li></ul><ul><li>2011: 1.8 trillion GB (1.8 ZB) of data created, more than doubling every 2 years (2011 IDC Digital Universe Study ) </li></ul>
    4. 4. Why NGTS? Getting information they need, when they need it
    5. 5. What is NGTS? <ul><li>Collaborative Collection Development </li></ul><ul><li>Collaborative Technical Services </li></ul><ul><li>Collaborative Digital Initiatives </li></ul><ul><li>Financial and Technical Infrastructure for Collaboration </li></ul>
    6. 6. A New Model for Working Together
    7. 7. Some Guiding Concepts <ul><li>Transformation is an evolving, phased process, with occasional big leaps. Quick wins early and often are essential. </li></ul><ul><li>Cost savings and cost avoidance are strategic. </li></ul><ul><li>Focus on implementation and action vs. more study. </li></ul><ul><li>Continuous vetting happens throughout the process and at all levels to keep all informed; communication plans are key. </li></ul><ul><li>Draw members from existing ACGs and other groups, and leverage local experts for system-wide benefit. </li></ul><ul><li>Continuously assess, revise, and adjust the NGTS implementation framework. </li></ul>
    8. 8. Project Management Working Group <ul><li>8 members; 1 assigned per POT and overall PM (Joan Starr, CDL) </li></ul><ul><li>Recognition of significant project management needs; NGTS multi-faceted, multi-phased </li></ul><ul><li>Document, share resources and best practices for project management in UC Libraries </li></ul>
    9. 9. Communications Manager <ul><li>Develop communication plans to provide timely, consistent messaging </li></ul><ul><li>Identify audience-specific messaging </li></ul><ul><li>Engage, broaden participation; enhance our knowledge about next-generation services </li></ul>Photo courtesy of Bancroft Library
    10. 10. Collaborative Collection Development <ul><li>POT 7 - Develop a system-wide view of collections and transform collection development practices: </li></ul><ul><ul><li>Track shared collection development commitments </li></ul></ul><ul><ul><li>Recommend strategies for collecting traditional and non-traditional, digital collections with a system-wide and multi-campus approach </li></ul></ul><ul><ul><li>Redefine the roles and responsibilities of UC bibliographers </li></ul></ul>
    11. 11. Collaborative Technical Services <ul><li>POT 2 - Transform cataloging practices: </li></ul><ul><ul><li>Implement consortial shelf-ready program </li></ul></ul><ul><ul><li>Define UC cataloging record standards </li></ul></ul><ul><li>POT 5 - Maximize the effectiveness of Shared Cataloging: </li></ul><ul><ul><li>Assess SCP record distribution </li></ul></ul><ul><ul><li>Evaluate SCP decision-making structure and priorities </li></ul></ul><ul><li>POT 6 - Develop system-wide collections services staffing: </li></ul><ul><ul><li>Existing shared staffing agreements and projects </li></ul></ul><ul><ul><li>Current and projected campus staffing needs </li></ul></ul><ul><ul><li>Existing and needed tools in support of TS operations </li></ul></ul><ul><ul><li>Current backlogs </li></ul></ul>
    12. 12. Collaborative Digital Initiatives <ul><li>POT 1 - Build the system-wide infrastructure to support digitized and born-digital collections </li></ul><ul><li>POT 3 - Accelerate processing of archival and manuscript collections: </li></ul><ul><ul><li>Deploy Archivists’ Toolkit system-wide </li></ul></ul><ul><ul><li>Define minimal collection record specification </li></ul></ul><ul><ul><li>Implement More Product Less Process practices </li></ul></ul>
    13. 13. Financial and Technical Infrastructure for Collaboration <ul><li>POT 4: Simplify the recharge process </li></ul><ul><ul><li>Deposit account system </li></ul></ul><ul><ul><li>Real-time recharge and invoice data </li></ul></ul><ul><li>SPOT 2: Develop a stable funding model for system-wide work </li></ul><ul><li>SPOT 3: Monitor national developments in ERMS, Databases of Record, ILS </li></ul>
    14. 14. http://ucngts.tumblr.com
    15. 15. Wrap-up <ul><li>Do you have a good sense of what NGTS is all about? </li></ul><ul><li>Do you receive sufficient information about NGTS? </li></ul><ul><li>Do you have any questions or suggestions? </li></ul><ul><li>Contact: Emily Lin [email_address] , NGTS Communications Manager </li></ul>