Bergstrom, Carpenter, Jakobsen, Jurczyk, McKenna, Morris, and Nadav-Manes "CCLP Public Fall Update Webinar"

Collaborative Collections
Lifecycle Project
Fall Update Webinar
September 27, 2023

Today’s Agenda
Welcome & Introductions
Update from PIs
Update from Working Groups:
Collections Development &
Selection
Infrastructure
Organizational Strategy &
Governance
Co-design & UX Summary
Ithaka S+R Research
CCLP Next Steps

Thank you for the support!
The CCLP project was made possible in part by
the Institute of Museum and Library Services (IMLS)
Grant #: LG-252384-OLS-22.
For more information about this grant:
https:/
/www.imls.gov/grants/awarded/lg-252384-ols-22

In a nutshell, CCLP is…
The Collaborative Collections Lifecycle
Project is a partnership that’s building
governance, social and technological
infrastructure for empowering
collaboration on Values-Driven library
collections in a network-ﬁrst environment.
http:/
/cclproject.org

Deﬁning & Incorporating Many Perspectives on
CCLP
Shared
Problem
Space
Publishers
&
Content
Providers
Technology /
Service & System
Providers
Consortia
and
Collaboratives
Individual
Libraries
● Tech, standards, data
exchange, &
infrastructure
● Governance,
organizational
strategy, expertise
● Funding, acquisition, &
collaboration models
● Stakeholder
engagement,
partnerships

Work Plan for CCLP
Phase 3
● Build a functional roadmap of
key components of the
needed infrastructure
● Model a community-based
implementation structure
● Develop prototype
middleware tools where
those tools do not exist
● Promote adoption and
understanding
Phase 1
IMLS Grant submitted in
March 2022, Awarded in
August
New work item approved
to launch CCLIP work in
NISO
Phase 2
● Development of a community
governance structure
● Assessing and documenting the
landscape and classifying
existing standards
● Develop model workﬂows, model
user experience & identify where
systems improvements are
needed to be made

Steering Committee…
Co-designing a shared deﬁnition and framework for the Collaborative
Collections Lifecycle, iteratively and together with Working Groups
○ Deﬁnitions
○ Scoping & Prioritization
○ Drafting and iterating Working Group charges
○ Project oversight and coordination
○ Communication and outreach

Thank you, Steering Group Members
Kim Armstrong, Orbis
Cascade Alliance
Todd Carpenter, NISO
(Project PI)
Jeff Carroll, Rutgers
University
Raym Crow, SPARC,
Independent
Consultant
Jason Friedman,
Canadian Research
Knowledge Network
Sebastian Hammer,
Index Data
Michael Levine-Clark,
University of Denver
George Machovec,
Colorado Alliance of
Research Libraries
Carolyn Morris, Ingram
Jill Morris, PALCI (Co-PI)
Boaz Nadav Manes,
Lehigh University (Co-PI)
Wendy Queen, Project
MUSE
Joe Salem, Duke
University
Rebecca Seger, ITHAKA
Roger Schonfeld,
ITHAKA S+R
Kornelia Tancheva,
University of Pittsburgh
Glen Wiley, University
of Miami

Development of a Strategic Outline
Mission
Through collaboration and innovation with trusted partners in an interoperable,
community-owned infrastructure, CCLP will create best practices, improve standards, and
develop prototype middleware to empower value-driven library collecting, increase collection
diversity, availability and access, and improve stewardship and institutional efficiency in a
collaboration-first environment.
Vision
Our vision is for a world in which all libraries may have and steward equitable, financially
sustainable, and efficient access to library resources and the scholarly record by fostering an
ecosystem of interoperable systems, standards, and open collaboration among libraries,
publishers, and service providers.

Guiding Principles
1. Build intentional and inclusive partnerships, process, and governance with a commitment to open dialogue
that engages representatives from all dimensions of the collections lifecycle, with strategic direction,
contributions, and co-ownership coming from all stakeholders who share the project’s goals
2. Support and use provider-neutral approaches to collaborative collections lifecycle activities, processes, and
technologies
3. Prioritize interoperability and actively engage in the development and/or implementation of recognized
standards as they relate to collaborative collections activities
4. Promote mutual understanding, shared responsibility, and stewardship of limited collections resources and
capacity
5. Create cost-effective, efﬁcient, and highly usable solutions that support libraries’ missions and the ability
of publishers, vendors, technology providers, and other partners to respond to those needs
6. Enhance libraries’ ability to provide and support collection diversity and accessibility of those collections
for diverse user needs
7. Respect all stakeholders’ needs and sensitivity to data privacy and security
8. Engage with the challenges of access and acquisition models in a collaborative environment, with
particular consideration for the models and mechanisms to support collaboration for and with open content
9. Adapt in order to remain grounded in pragmatism, articulated community need, and research

NISO CCLIP Recommended Practice Working Groups Charged
1. Collection Development, Co-chaired by Bill Maltarich and & Eva
Jurczyk
2. Infrastructure, Co-chaired by Kris Maloney and Rob Cartolano
3. Organizational Strategy & Governance, Co-chaired by Mike Gorrell
and Boaz Nadav Manes
Participants List: https://www.niso.org/standards-committees/cclip

NISO UPDATE
Collaborative Collections Lifecycle
Infrastructure Project
Eva Jurczyk, University of Toronto Libraries
On behalf of the Collection Development and Selection
Working Group
September 2023

What
I'll
cover
• Charge
• Progress
• Plan

Charge
Composition of the Working group:
Eva Jurczyk (co-chair), University of Toronto
Libraries, Coordinator, Humanities Collections
Bill Maltarich (co-chair), New York University,
Head, Collection Development
Lenny Allen, Global Sales and Marketing Director,
Bloomsbury Publishing
Emily Fidelman, Head of Metadata Services, West
Virginia University
Michael Hughes, Director of Collections and
Metadata Strategy, City University of New York
Jill Morris, Executive Director, PALCI
Nelia Koonz, Collections Management Librarian,
University of Wyoming Libraries
Abby Scheel, Head, Arts & Humanities Division,
University of California, Berkeley
Joseph Yue, Librarian for Humanities, Social
Science and Reference Collections, University of
California, Los Angeles

Charge
The Collections
Development/Selection
working group is charged to
develop Recommended
Practice guidance, user stories,
and implementation guidance
on how collections
development and item
selection should take place
across different institutions in a
common CCLP infrastructure.

Progress
Appointment of Working Group and
Other Participants
March 2023
Approval of Charge and Initial Work
Plan
May – July 2023
Information Gathering: Personas / User
Stories
May – July 2023
Information Gathering: Workflow Maps July – September 2023

Progress
• Working with UX designer to co-design
the collection development and selection
aspects of the prototype. This work
includes:
• Group identification, review and assessment
of key platforms and tools that would
interact with the prototype (e.g. GOBI,
ALMA, Goldrush, etc.)
• Identify key workflows that must be captured
in the system (Awareness, Profiles,
Automated Ordering, Manual Ordering)

Plans
• Working with UX designer to co-design
the collection development and selection
aspects of the prototype. This work
includes:
• Building a shared vocabulary
• Defining key functions of the system
• Sketching out wireframes and workflows
• Finalizing the design

Plans
Initial Draft: Best Practices and Functional Requirements October – December 2023
Documentation: Vocabulary / Definitions June 2023 – January 2024
Completion of Final Draft: Best Practices, Functional
Requirements
January 2024

CCLIP Infrastructure Working Group Update
CCLP/CCLIP Fall Public Update Webinar
September 27, 2023
Stacy McKenna, Assistant Head, Acquisitions, University of California, Los Angeles (UCLA) Libraries
Research Lead Team Liaison, CCLIP Infrastructure Working Group

Infrastructure Working Group
Concepts under exploration:
● What kinds of tasks would we want the tool to facilitate? (Especially those specified
by use cases)
● Which tools already exist for any of those functions?
● Which functions currently lack available tools?
● What kinds of data elements would we need?
● Which data elements would be crucial as facets/filters?
● Which data elements need to be controlled vocabularies rather than free text?
● Where are there existing data repositories for those elements?
● What kinds of data standards are being used in those repositories?
● Do those repositories allow access to their data?
● Would that access be adequate for the tool’s functionality?
● What kinds of resources are available for ongoing data infrastructure and tool
development/maintenance?
● How do we maximize automation and yet still encourage diversity and inclusion by
including smaller publishers?

CCLIP Organizational Strategy &
Governance (OSG) Working Group Update
Boaz Nadav Manes, University Librarian, Lehigh University
Co-chair, CCLIP OSG Working Group

Charge
The Organizational Strategy and
Governance Working Group is
charged to develop user stories
and Recommended Practice
guidance on how libraries and
related organizations undertake
collections lifecycle activities and
governance should take place
across different institutions in a
common CCLP infrastructure.

Scope
The Organizational Strategy and Governance Working
Group Working Group will investigate and record gaps in
current norms, institutional buy-in, fiscal dependencies,
infrastructure, and standards in managing, advocating,
and strategizing for cross institutional and network first
collection development and lifecycle activities. It will
document data requirements and functionality needed to
allow stakeholders to promote networked collection
development and management to occur in a single and
multi institutional setting and will recommend sustainability
and business behaviors and strategies to support CCLP
infrastructure and functionalities over time. It will act as a
resource for the CCLP community regarding governance
and CD lifecycle duties and represent the CCLP
Organizational Strategy and Governance Working Group
persona in the prototype development.

Identifying Gaps and Opportunities
• Fiscal Issues and Dependencies - Which funding streams the money to develop and to manage
the CCLP activities will come from? HR considerations around how to be fair with each other
around expertise investment and engagement in different phases of the project? In the CCLP
context, how to cope with one additional collaborative partner? several? How to deal with one less
partner? How to be sustainable?
• Managing Collaborative Collections - What is “strong” in a particular collection? What to do when
collections are not defined as “strong”? What is a definition of “strong” or “weak” in the network
setting? In the Life Cycle setting?
• Gaining institutional buy-in - participation as a benefit, not as a fallback. How not to disrupt local
practices but to improve on them? How to retain institutional uniqueness in a network setting? How to
bring the university as a whole to CCLP?

Turning Gaps into Solutions
• “Actual Strengths” vs. “Declared Strengths”
• From self-diagnosis to new business potentials: “Forensic Approvals” into
+1 partnerships.
• Cooling period for decisions and a deans’ dashboard of activities across
the board (with an eye towards the consortial WG that will be coming
early next year).
• “Communities” of collaborative practices - definitions and standards
• In terms of buy-in and marketing and in this persona we like to focus on
our specific differentiators, saves money and time, ability to leverage
others expertise in areas of library and university priority, and reduce
startup costs for new collection programs

Presentation

CCLP Fall Public Update Webinar · Co-design & UX work summary
Presentation date

2023-09-27 SAMHÆNG — Clean interfaces. For complex data ❧
Presenter

Filip Jakobsen · CEO & founder
Co-design&UX

Summary

Presentation

Presentation date

Presenter

FilipJakobsen

CEO & founder, Samhæng

UX lead, CCLP
Presenter

Presentation

Presentation date

Presenter

Thenext5minutes
An overview of the co-design and UX work in the project.

1. What is UX?

2. What is co-design?

3. How do we do it in CCLP?

4. What’s been done?

Presentation

Presentation date

Presenter

Terminology

Presentation

Presentation date

Presenter

“UX”—Userexperience
Making sure users have a great experience when using a product.

That means figuring out:

1. Which problem the product should solve

2. How the product should function to solve the problem

3. Giving the product a form that explains how to use it

Presentation

Presentation date

Presenter

“Co-design”—Collaborativedesign
Designing a product with the people who will end up using it.

That means:

1. Discussing high level problems, strategies and concepts together

2. Defining the optimal data models, logic and workflows together

3. Sketching out interfaces and interactions together

Presentation

Presentation date

Presenter

Inpractice:Rapid,interactivesketchinganddiscussion
Thisworksbetter
Datamightnot

supportthisapproach?
Tooconfusing
A
B
C
D
E
Options:
Maybe there is a
6th option?
Could we make a
mix of B and E?
I just looked up some
MARC examples for
option D, and it is doable.

Presentation

Presentation date

Presenter

Co-design&UX

intheCCLPproject

Presentation

Presentation date

Presenter

Purposeoftheco-designprocessinCCLP
Figure out how to best support
collaborative collection development
through easy-to-use software tools.

Presentation

Presentation date

Presenter

People
Collection Development

and Selection specialists
Area studies

specialists
Acquisition

specialists
Infrastructure

specialists

Presentation

Presentation date

Presenter

Processsteps
Preparation for each group

Collaborative design process

Finalizing design
Define group focus and scop
Review existing tool
Gather example dat
Define key function
Hands-on, real-time co-design in smaller sub group
Review sketches and designs with main group, adjust (iterations
Review with other main groups, adjust (iterations
Once wireframes are satisfactory, design finished UI (colors, fonts, etc.
Final review

Presentation

Presentation date

Presenter

Process:Collaborativelydesigningandaligning
Meeting
Group C

1h / month

6-12 members
Sub groups

3-4h/week

2-3 members
Group B
Group A
Provisional
designs
Proposed
adjustments
Provisional
designs
Smaller working group

Meeting several hours per week
Design

objectives
Proposed design

for review

Design

objectives
Proposed design

for review

Design

objectives
Proposed design

for review

Design

objectives
Proposed design

for review

Presentation

Presentation date

Presenter

Worksofar

Afewhighlights

Presentation

Presentation date

Presenter

Fourkeyworkflowstoaddressinselectiongroup
1 3
2 4
Awareness of titles

Defining: Data import sources, data import methods,
relevant title metadata

Collection profiles based on shared vocabulary

Defining: What kind of material each organization is
interested in purchasing and retaining, and how to share
that information across institutions
Manual selection workflows

Defining: How to manually find and order a known title
in a collaborative system

Automated selection workflows

Defining: How to create or maintain approval plans and
standing orders in a collaborative system

Presentation

Presentation date

Presenter

Threelevelsofcommunicationneeded
Three levels of communication are probably relevant to support
collaborative collection development and collaborative selection.

Communication about..
Collection strategy: High level communication to support executive-
level dialog and insight across a group of collaborating organization
Category-level selection: Human-defined, machine-readable
communication about what categories of titles an institution is
planning on including in their collectio
Title-level selection: Specific expectations about individual titles, based
on holdings data, purchase data and more.
Collection

strategy
Category-level

selection
Title-

level

selection

Presentation

Presentation date

Presenter

Needforflexibilityindefinitions
Women’s

studies
Non-standardized,

non-formalized,non-MARC-

capturableinstructions
MARCdata
From

Central

Europe
The communication infrastructure in the project needs to be able to
support, in some way or other, the ability for organizations to express
collection strategies and categories that do not fit into any
standardized vocabularies.

Presentation

Presentation date

Presenter

NeedforILLinformationinshareddata
ILL policies, and integration with calculations for pricing of shipping and
handling will probably be relevant to include in the system.

Presentation

Presentation date

Presenter

FirstsketchesexpectedinOctober
First interface sketches expected during October, as we do a series of co-
design workshops focused on the organization profiles supported by a
shared, standardized vocabulary.

Presentation

Presentation date

Presenter

Summary
We looked at the following topics today:

1. What is UX

2. What is co-design

3. How we do it in CCLP

4. What has been done so far

Lifecycle Project:
Ithaka S+R Consultancy
Tracy Bergstrom | tracy.bergstrom@ithaka.org
Program Manager, Collections and Infrastructure, Ithaka S+R
September 27, 2023

● Ithaka S+R’s role is to advise the Collaborative Collection
Lifecycle Project (CCLP) Steering Group and to conduct
research on cooperative collections development practice in
support of the initiative’s goals.
● Ithaka S+R Research Team:
○ Tracy Bergstrom, Program Manager for Collections
and Infrastructure
○ Oya Y. Rieger, Senior Strategist
○ Roger C. Schonfeld, Vice President, Organizational Strategy
& Libraries, Scholarly Communication, and Museums
Ithaka S+R Consultancy Scope and Objectives

● Provide a high-level landscape analysis (10-12 projects, services, programs) to
contextualize specific collaborative collections development (CCD) exemplars
● Hold an interactive workshop with CCLP project team representatives to establish
common ground on CCD landscape and situate the project’s goals
● Conduct eight CCD case studies and hold a series of workshops to discuss findings
● Advise the CCLP Steering Group on organizational model, governance,
sustainability, communication strategies, and engagement of interested parties
● Publish a final Ithaka S+R report to share the research outcomes

● Conduct eight CCD case studies to explore:
○ Collaboration models, resources (systems/technologies, staffing, services,
standards/protocols, legal/policy frameworks, etc.) and governance models
for decision-making, implementation, innovation, and sustainability
○ Successes, challenges, opportunities, roadblocks, gaps, lessons learned,
future plans, etc.
○ Stakeholders (academic, commercial, community-based, etc.) involved in
the initiative and level of participation, influence and power, engagement
strategies
● Gather information through desk research and interviews with 1-2 initiative
leaders and 3-4 member organization representatives for each initiative

Where is CCLP Headed?
Second Cohort of Working Groups announced
Public Call announced on September 14
● Acquisitions
● Assessment/Data Analysis
● Cataloging/Metadata
Specialists are encouraged to volunteer by
sending a short email describing your interest
and which working group you’d like to
participate in to nisohq@niso.org.
Third cohort of working groups will be
announced in early 2024.

Questions?
Project URL: http://cclproject.org
Email us:
jill@palci.org Jill Morris
tcarpenter@niso.org Todd Carpenter
bon219@lehigh.edu Boaz Nadav Manes

Bergstrom, Carpenter, Jakobsen, Jurczyk, McKenna, Morris, and Nadav-Manes "CCLP Public Fall Update Webinar"

Recommended

Recommended

More Related Content

Similar to Bergstrom, Carpenter, Jakobsen, Jurczyk, McKenna, Morris, and Nadav-Manes "CCLP Public Fall Update Webinar"

Similar to Bergstrom, Carpenter, Jakobsen, Jurczyk, McKenna, Morris, and Nadav-Manes "CCLP Public Fall Update Webinar" (20)

More from National Information Standards Organization (NISO)

More from National Information Standards Organization (NISO) (20)

Recently uploaded

Recently uploaded (20)

Bergstrom, Carpenter, Jakobsen, Jurczyk, McKenna, Morris, and Nadav-Manes "CCLP Public Fall Update Webinar"