The world’s libraries. Connected.Cooperative Infrastructure forShared Print ManagementManaging the Collective CollectionMa...
The world’s libraries. Connected.Managing the Collective CollectionOCLC Research portfolio• North American library storage...
The world’s libraries. Connected.• Pilot project (2007-2008) measured market readinessfor cooperative collection analysis ...
The world’s libraries. Connected.• Debra McKern (LC) proposed use for print archivingduring CCMT pilot• Defined for use in...
The world’s libraries. Connected.• Objective: Test feasibility of registering item-levelprint archiving commitments in Wor...
The world’s libraries. Connected.Process (April 2011– March 2012)• Metadata working group (Payne)• Vetted 583 guidelines, ...
The world’s libraries. Connected.• Metadata guidelines and term list• http://www.oclc.org/services/projects/shared-print-m...
The world’s libraries. Connected.Pragmatism v. perfectionism – a strategic choiceOCLC Print Archives Disclosure Pilot Fina...
The world’s libraries. Connected.Situating Shared Print in OCLC Service ArrayPlatform strategy ‘externalizes’application d...
The world’s libraries. Connected.• Shared Print Liaison: Bill Carney• Assists print archiving institutions and groups with...
The world’s libraries. Connected.Registering SharedPrint CollectionsImplementing the 583 LHR Guidelines
The world’s libraries. Connected.• New Shared Print symbol, typically “SP” suffix onexisting symbol (though forms vary), e...
The world’s libraries. Connected.Minimally:single 583 ‡ a Action=”committed to retain” with ‡3 Materials specified, ‡cTime...
The world’s libraries. Connected.Examples: simple retention commitment and validated holdings
The world’s libraries. Connected.• A secondary „print archive‟ symbol?• Institution symbols are a critical part of current...
The world’s libraries. Connected.As of May 2013:• 17 symbols have contributed LHR print archivingdata for more than 5000 t...
The world’s libraries. Connected.Huzzah!Should action interval be based on 5 year review cycle orintended 15 year commitme...
The world’s libraries. Connected.Thanks for your attention.Constance Malpasmalpasc@oclc.org
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Managing the Collective Collection: Cooperative Infrastructure for Shared Print Management

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Constance Malpas' MSCS Advisory Board Visit presentation, May 23, 2013 at Colby College, Waterville, ME

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  • Requested content: OCLC'S shared print management program particularly use of 583 and the shared print symbol.
  • Two important bookends
  • A Brandeis PhD thesis…not an obvious choice for MSCS.
  • Managing the Collective Collection: Cooperative Infrastructure for Shared Print Management

    1. 1. The world’s libraries. Connected.Cooperative Infrastructure forShared Print ManagementManaging the Collective CollectionMaine Shared Collections Strategy Advisory Board, 23 May 2013Constance MalpasProgram OfficerOCLC Research@ConstanceM
    2. 2. The world’s libraries. Connected.Managing the Collective CollectionOCLC Research portfolio• North American library storage capacity (2007) – Lizanne Payne• ~70M volumes in storage; further capital investment unlikely• Preservation risk assessment – a model for (re)selection (2008)• distribution of aggregate resource; institutional motivations to preserve• Policy requirements shared print repositories (2009)• critical need: disclosure of print preservation commitments• Leveraging infrastructure: MARC21 583 Action Note (2009)• copy-level retention, condition statements are required• Cloud-sourcing research collections (2010)• mass digitization of monographs accelerates shift to shared print• Mega-regions and print management (2011)• framework for regional print management
    3. 3. The world’s libraries. Connected.• Pilot project (2007-2008) measured market readinessfor cooperative collection analysis service, comparinglocally held collections to large-scale storagecollections• Inspired by North American Storage Trust (Gherman)• High level of library interest; limited OCLC capacity;solution would have required significant additionalinvestment. Pilot concluded with a no-go decision.• Critical question: How to disclose preservationcapacity, including shared print archives, at scale?Cooperative Collections Management Trust
    4. 4. The world’s libraries. Connected.• Debra McKern (LC) proposed use for print archivingduring CCMT pilot• Defined for use in both bibliographic and local holdingsrecord• Successfully deployed for cooperative microfilmingprojects in US, web archiving in Australia, DLF/OCLCRegistry of Digital Masters• Existing PDA thesaurus includes terms appropriate forprint archiving actions (retained, condition reviewed, etc.)• OCLC Research leveraged community interest in editingnew guidelines, 2009.MARC 583 Preservation Action Note
    5. 5. The world’s libraries. Connected.• Objective: Test feasibility of registering item-levelprint archiving commitments in WorldCat usingexisting bibliographic infrastructure• Timeline: April 2011 – April 2012• Participants: Center for Research Libraries, IndianaUniversity, Stanford University, UCLA, UC Riverside,UC San Diego, University of Minnesota, University ofOregon [strong WEST representation]• OCLC: K. Harnish, M. Hopkins, C. Malpas, D. MassiePrint Archives Disclosure Pilot
    6. 6. The world’s libraries. Connected.Process (April 2011– March 2012)• Metadata working group (Payne)• Vetted 583 guidelines, established recommendedapproach to implementation in Local Holdings Record• Preservation working group (Malpas, Stambaugh)• Established condition and comprehensivenessstandards and terms• Resource-sharing working group (Massie)• Developed and tested inter-lending scenarios
    7. 7. The world’s libraries. Connected.• Metadata guidelines and term list• http://www.oclc.org/services/projects/shared-print-management/metadata-guidelines.en.html• Report summarizing impacts on localworkflows, implications for OCLC• Confirmed feasibility based on current WorldCat infrastructure• Limitations of „two symbol‟ approach; overhead associated withsubstitutive LHR; satellite ILLiad license• Test-bed of print archiving statements in WorldCat• 1200 titles representing tens of thousands of library holdingsOutcomes – April 2012
    8. 8. The world’s libraries. Connected.Pragmatism v. perfectionism – a strategic choiceOCLC Print Archives Disclosure Pilot Final Report (April 2012)
    9. 9. The world’s libraries. Connected.Situating Shared Print in OCLC Service ArrayPlatform strategy ‘externalizes’application development andspecialized service provisionExtending cooperative capacity,expanding shared infrastructure
    10. 10. The world’s libraries. Connected.• Shared Print Liaison: Bill Carney• Assists print archiving institutions and groups with set up (new symbol, dataloads)• Coordinates with OCLC product and portfolio managers• Represents OCLC at Shared Print gatherings (PAN etc.)• Situated within Business Development unit (Nilges)• Ongoing analysis of market research, new service opportunities• Current focus: alignment of product roadmaps with Shared Printrequirements• Indexing of 583 Local Holdings fields• Testing discovery of Shared Print items/collections in OCLC Discovery services(WorldCat Local, WorldCat.org)OCLC Shared Print Management Program
    11. 11. The world’s libraries. Connected.Registering SharedPrint CollectionsImplementing the 583 LHR Guidelines
    12. 12. The world’s libraries. Connected.• New Shared Print symbol, typically “SP” suffix onexisting symbol (though forms vary), e.g. CUSSP• Libraries contribute Local Holdings data for itemscommitted to Shared Print collections using newsymbol, according to guidelines• Libraries remove any local holdings for thoseitems on former symbolBasic requirements
    13. 13. The world’s libraries. Connected.Minimally:single 583 ‡ a Action=”committed to retain” with ‡3 Materials specified, ‡cTime/Date of Action, ‡d Action interval, ‡f Authorization [programname], and ‡5 InstitutionOptionally, if title was validated for completeness:second 583 note summarizing action and reporting gaps. Include ‡ aAction=”completeness reviewed” with appropriate ‡l Status terms to reportevidence of missing units, binding anomalies or reprints; use the ‡ z Publicnote to specify gaps and missing materials.If the title was validated for condition:third 583 to summarize the action and record the conditions found. Include ‡a Action=”condition reviewed” with one ‡l Status and one ‡ z Publicnote for each condition found, reporting the condition and indicating thevolumes to which it applies.Implementation 1, 2, 3
    14. 14. The world’s libraries. Connected.Examples: simple retention commitment and validated holdings
    15. 15. The world’s libraries. Connected.• A secondary „print archive‟ symbol?• Institution symbols are a critical part of current resource-sharing and collection analysis infrastructure• Limited support for item-level indexing, retrieval, reportingin shared bibliographic systems• Implementation at local holdings level?• Experience with Registry of Digital Masters has shown thatrecording copy-level preservation data at master record/bibliographic level is problematic• Growing need for item-level data (copyrightstatus, preservation condition, „duplicate‟ scans) … viz.supraBut … why do we need:
    16. 16. The world’s libraries. Connected.As of May 2013:• 17 symbols have contributed LHR print archivingdata for more than 5000 titles• 49 Shared Print symbols defined inWorldCat, i.e., more registration activity in thepipeline• We hope to grow this to several hundred symbolsand tens of thousands of titles in the coming year• MSCS is a vital part of shared data infrastructureCurrent Status
    17. 17. The world’s libraries. Connected.Huzzah!Should action interval be based on 5 year review cycle orintended 15 year commitment? [Discuss]
    18. 18. The world’s libraries. Connected.Thanks for your attention.Constance Malpasmalpasc@oclc.org

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