National Activities and the UK LOCKSS Alliance


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Presented by Adam Rusbridge at UK LOCKSS Alliance Members’ Meeting: 10th May 2011, National Railway Museum, York.

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National Activities and the UK LOCKSS Alliance

  1. 1. National Activities and the UK LOCKSS Alliance Adam Rusbridge ( [email_address] ) EDINA, University of Edinburgh 10 th May 2011
  2. 2. Session Agenda <ul><li>UK LOCKSS Alliance Steering Committee </li></ul><ul><li>Comparison of e-Journal Archiving Initiatives </li></ul><ul><li>PECAN Project (Phase 1) </li></ul><ul><li>“ e-Journal Archiving for UK HE Libraries” White Paper </li></ul><ul><li>JARVIG Committee </li></ul>
  3. 3. Governance of the UK LOCKSS Alliance <ul><li>Mission Statement: Cooperative organisation whose goal is to ensure continuing access to scholarly work in ways that are sustainable over the long term </li></ul><ul><ul><li>Governance to ensure UKLA was driven by community </li></ul></ul><ul><ul><li>And that Support Service responded to community priorities </li></ul></ul><ul><li>Steering Committee </li></ul><ul><ul><li>Phil Adams (De Montfort University) </li></ul></ul><ul><ul><li>Peter Burnhill (EDINA, University of Edinburgh) </li></ul></ul><ul><ul><li>Lisa Cardy (London School of Economics) </li></ul></ul><ul><ul><li>Lorraine Estelle (JISC Collections) </li></ul></ul><ul><ul><li>Geoff Gilbert (University of Birmingham)  </li></ul></ul><ul><ul><li>Tony Kidd (University of Glasgow) </li></ul></ul><ul><ul><li>Adam Rusbridge (UK LOCKSS Alliance Coordinator) </li></ul></ul><ul><ul><li>Liz Stevenson (University of Edinburgh) </li></ul></ul>
  4. 4. Steering Committee Activities <ul><li>Two meetings to date: April 2010, November 2011 </li></ul><ul><ul><li>Minutes available on website </li></ul></ul><ul><ul><li>Next meeting tentatively proposed for Summer 2011 </li></ul></ul><ul><ul><li>Strategic plan signed off in January 2011 </li></ul></ul><ul><li>Collection Management Policies </li></ul><ul><ul><li>What content is of priority and at-risk </li></ul></ul><ul><li>Technical Operation and Development </li></ul><ul><ul><li>Usage of LOCKSS within institutions </li></ul></ul><ul><li>Community Outreach </li></ul><ul><ul><li>Supporting other libraries </li></ul></ul><ul><li>Institutional and National Policy </li></ul><ul><ul><li>How to contribute to national policy (DPC, RLUK) </li></ul></ul><ul><li>Finance, Activity and Resources </li></ul><ul><ul><li>Achieving a sustainable organisation </li></ul></ul>
  5. 5. Ensuring that “e” doesn’t mean ephemeral <ul><li>Published February 2010 by JISC Collections </li></ul><ul><li>Overview of 3 main e-journal preservation initiatives relevant to UK HE community </li></ul><ul><ul><li>UK LOCKSS Alliance </li></ul></ul><ul><ul><li>CLOCKSS </li></ul></ul><ul><ul><li>Portico </li></ul></ul><ul><li>Highlighted the differences </li></ul><ul><ul><li>without making a judgment about their relative strengths and weaknesses </li></ul></ul>
  6. 6. Assurances of Post-Cancellation Access <ul><li>Pilot for Ensuring Continuity of Access Post-Cancellation </li></ul><ul><ul><li>Phase One from September 2009 to January 2010. </li></ul></ul><ul><ul><li>Investigate how best to support libraries and their patrons to ensure they receive post-cancellation access to e-journal content </li></ul></ul><ul><li>Current Status </li></ul><ul><ul><li>Pilot project to build a registry of entitlement </li></ul></ul><ul><ul><li>Containing reliable information on the journal content that has been subscribed by libraries via NESLi2 </li></ul></ul>
  7. 7. Recommendations from PECAN Phase 1 <ul><li>Registry of Entitlement and a Locate Facility </li></ul><ul><ul><li>Implement real-world prototype based on NESLi2 Agreements. </li></ul></ul><ul><li>Central archive for NESLi2 journals </li></ul><ul><ul><li>Monitor publisher policies towards access fees for post cancellation access </li></ul></ul><ul><ul><li>Ongoing review of library and publisher participation in archiving initiatives </li></ul></ul><ul><ul><li>Assess whether current models of post-cancellation access are sufficient </li></ul></ul><ul><ul><li>Further assurance of access is needed by locating content within UK-based systems and infrastructure: Central Archive </li></ul></ul><ul><ul><li>Operated under the policy control of UK HEIs. </li></ul></ul><ul><li>Provision of post cancellation in NESLi2 </li></ul><ul><ul><li>Greater clarity during NESLi2 publisher negotiations over status of archival rights </li></ul></ul><ul><ul><li>Publishers need stated policy and provision for deposit of journal collections with an archiving organisation, with clear and satisfactory arrangement for long-term access </li></ul></ul><ul><ul><li>JISC Collections to assess the needs of the UK HE community: </li></ul></ul><ul><ul><ul><li>To specify what is required of archiving organisations </li></ul></ul></ul><ul><ul><ul><li>To achieve consensus on criteria for one or more designated third party archiving organisations as default arrangement in its licensing work. </li></ul></ul></ul>
  8. 8. PECAN Phase Two <ul><li>JISC are funding two separate and parallel strands of activity, at EDINA and JISC Collections </li></ul><ul><li>EDINA are to develop a prototype entitlement registry that matches up title information with institutional subscriptions and post-cancellation entitlement. </li></ul><ul><li>JISC Collections will focus on the data collection and verification process  </li></ul><ul><ul><li>All subscription data for two NELSi2 publishers, all UK HEIs </li></ul></ul>
  9. 9. “ e-Journal Archiving for the UK HE Libraries” <ul><li>One outcome of PECAN: more coordination needed from JISC </li></ul><ul><li>JISC commissioned Charles Beagrie Ltd </li></ul><ul><ul><li>Draft circulated October 2010 </li></ul></ul><ul><li>Help universities and libraries implement policies and procedures in relation to e-journal archiving </li></ul><ul><ul><li>supporting the move towards e-only provision of scholarly journals across the HE sector </li></ul></ul><ul><li>Draws together economic case for e-journal archiving </li></ul><ul><li>Outlines emerging good practice in terms of policy and procedure for institutions </li></ul><ul><li>Recommendations to JISC and UK HE community </li></ul><ul><li>Four case studies highlight current practices and models </li></ul>
  10. 10. Draft Recommendations from White Paper <ul><li>Consult internally with academics and identify concerns on continuing access and preservation; </li></ul><ul><li>Evaluate potential benefits and savings from e-only; </li></ul><ul><li>Assess fit against your needs for coverage, and service terms and conditions. </li></ul><ul><li>Evaluate off-setting cost by using budget savings in areas such as binding; </li></ul><ul><li>Implement clauses for sustainable content in collection strategies and policies; </li></ul><ul><li>Develop an appropriate digital preservation strategy and implementation procedures for local and collaborative archives; </li></ul><ul><li>Provide input on selection and service issues to service providers and your membership organisations; </li></ul><ul><li>Plan testing of the archival services you adopt; </li></ul><ul><li>With JISC Collections, develop license provisions for continuing access and relevant e-journal archiving solutions; </li></ul><ul><li>Collect data on your continuing/perpetual access rights in e-journal licences. </li></ul>UK LOCKSS Alliance to offer a formal response to these recommendations
  11. 11. JARVIG Committee: Remit and Role <ul><li>JARVIG: e-Journal Archiving Implementation Group </li></ul><ul><ul><li>To determine most effective national e-journal archiving infrastructure for the UK HE sector, and then to support JISC to make sure the infrastructure can be put in place as fast as possible. </li></ul></ul><ul><li>Consensus that e-journal archiving services are both strategically sensible and increasingly robust and plausible as functioning services </li></ul><ul><li>Gap in uptake between those concerned about continuing access, and the number that actually participate in current initiatives </li></ul><ul><li>JISC to take firm and decisive action on behalf of the sector to define and deliver a national infrastructure for e-journal archiving . </li></ul><ul><ul><li>In collaboration with relevant organisations </li></ul></ul><ul><ul><li>To accelerate and where possible resolve the remaining challenges. </li></ul></ul><ul><li>Uncertainty about effectiveness of long-term preservation measures. </li></ul><ul><ul><li>How to reduce this </li></ul></ul>
  12. 12. JARVIG Membership <ul><li>JISC Executive </li></ul><ul><li>JISC Collections </li></ul><ul><li>JISC Electronic Information Resources Working Group </li></ul><ul><li>SCONUL </li></ul><ul><li>RLUK </li></ul><ul><li>UK LOCKSS Alliance </li></ul><ul><li>British Library </li></ul><ul><li>SCURL/SHEDL </li></ul><ul><li>UKRR </li></ul><ul><li>UK University representative </li></ul><ul><li>UK University representative </li></ul><ul><li>UK National Library representative </li></ul><ul><li>International representative </li></ul>
  13. 13. JARVIG: Aims and Objectives <ul><li>To reach a consensus on the appropriate response to the recommendations arising from the recent Beagrie White Paper on ‘E-Journal Archiving for UK HE Libraries’ </li></ul><ul><li>To identify and discuss the components, linking elements, roles, actors and actions that will comprise and enable the infrastructure </li></ul><ul><ul><li>Software </li></ul></ul><ul><ul><li>Staffing </li></ul></ul><ul><ul><li>Responsibilities </li></ul></ul><ul><li>To present and elicit reaction on the components, linking elements, roles, actors and actions that will comprise and enable the infrastructure </li></ul><ul><li>To formulate a viable, detailed and costed action plan for a sustainable infrastructure for UK HE </li></ul>
  14. 14. JARVIG: Comments relevant to the UKLA <ul><li>Centralised ‘top down’ approaches were prominently discussed but there may be ways to better involve the community </li></ul><ul><ul><li>Recommendation: Examine what can be done at group levels by the community </li></ul></ul><ul><li>Small publishers need repeated attention </li></ul><ul><ul><li>Recommendation: Work with ALPSP to help small publishers with archiving; highlight platform such as Open Journal System to assist with archiving </li></ul></ul><ul><li>PECAN could play a significant role </li></ul><ul><ul><li>Recommendation: Ensure PECAN includes careful examination of use cases </li></ul></ul><ul><li>LOCKSS needs to be examined: does LOCKSS address long-term preservation issues such as migration? </li></ul><ul><ul><li>Recommendation: Examine potential extent and nature of the role of LOCKSS networks </li></ul></ul>
  15. 15. Recap of UKLA Priorities for 2010-2013 <ul><li>To encourage the UKLA to be led more ‘by members, for members’, JISC has funded Community Development Activities (2010 – 2013). </li></ul><ul><li>Continued identification of at-risk scholarly titles </li></ul><ul><li>Develop well-defined policies and practices </li></ul><ul><ul><li>Encourage their adoption </li></ul></ul><ul><li>Improve communication between the UKLA members </li></ul><ul><ul><li>Engagement with the wider community, e.g. via DPC </li></ul></ul><ul><li>Develop active ‘self-help’ communities to share information </li></ul><ul><li>Engage with other initiatives to encourage joined-up services </li></ul><ul><ul><li>Benefit from ‘Shared Services’ </li></ul></ul>
  16. 16. <ul><li>Breakout session </li></ul>