This document summarizes a presentation on approaches to preserving print research collections through increased collaboration and shared responsibility. It discusses models from North America and Europe where print collections are concentrated in a smaller number of institutions through cooperative agreements. The benefits of shared collections include reducing duplication and risks to materials held by only one institution. National bibliographic data and consortial partnerships are seen as enabling effective coordination of print collections across organizations.

1. Photo credit: Martin Jacquet “Explore” https://flic.kr/p/ZBL1kX CC0
@Risk North | Collections en péril
Leveraging shared resources & expertise to preserve print research collections
10 November 2017 | Library & Archives Canada
Approaching the Long-Term Preservation of Print Documentation:
International Models, Challenges and Opportunities
Constance Malpas, OCLC Research

2. Orientation
•Shared print, conservation partagée
• Research library mission expanding
• Redistributing curatorial responsibility
• Making room: for more voices
•Getting from here to there
• You need the right tools
•Canada: in a good place
This Photo by Unknown Author is licensed under CC BY-SA

3. North American Print Book Collection:
46 million print book titles
92% concentrated in 12 mega-regions
8% dispersed outside these regions

4. Uh, Canada?
40% of Canadian print book collection
89% held in 5 or fewer libraries
15% held uniquely in Canada
5.8M
print book publications
held outside of
Canada/US mega-regions

6. “…the extra-regional print book resource is at greater risk
than print books undergirded by the comparatively strong
infrastructure—both physical and collaborative—found in
the mega-regions…”

7. “…effective stewardship of the aggregate
resource will require both a supra-institutional
view of the system-wide collection and
cooperative agreements that transcend
organizational and even geographic
boundaries.”
Lavoie and Malpas (2012)

8. Canadian Print Monograph Retentions by Province (June 2017) OCLC SCS
https://hangingtogether.org/?p=6122
*
R. Lugg. Securing the Collective Print Books Collection: Progress to Date
*

9. 20162012 2014
Significant share of
institutional inventory is
duplicated in digital and
print repositories
Intra-regional duplication is
low; inter-regional
duplication is high;
“scale matters”
Benefits & trade-offs of
operationalizing shared
collections at group or
regional scale
Web-scale discovery
redefines collection
boundaries; growing need
for coordination capacity
Growing trend toward
coordinated
management at a
variety of scales
Exploring characteristics of
European collective
collections; structural
contrasts with US
20132011
Establishing a body of evidence
2005 2006
Growing recognition that
institution-scale print
management models are
unsustainable
2017
Moving collaborative
collections and multi-
scalar partnerships to
the center of attention

10. In multiple analyses and different geographies…
• Scarcity is common, especially in research collections
• Scarcity decreases as scale of collaboration grows
• Academic institutions are de facto custodians
• Non-research institutions are motivated to participate
• Shared bibliographic infrastructure = coordination capacity
• Shared cataloguing norms reduce noise in collections data
• Consortium-scale partnerships leverage trust networks
• Direct consortial borrowing networks maximize collection flows,
reduce friction in collaborative management for books, especially

11. European models
Centralized
Norway: National Repository Library
Finland: National Repository Library
France: CTLes
UK: UK Research Reserve (journals)
Catalonia: GEPA (regional)
Switzerland (regional, journals)
Distributed
Germany (SSG)
Austria
UK: White Rose Consortium

12. Right-scaling stewardship
Print collections Research data Web archiving
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+{
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13. Four
Elements of
Conscious
Coordination
Lavoie, Malpas (2015)

14. National bibliographic infrastructure supported by global data network
 facilitates analysis of local and shared collections
 enables coordinated management of print inventory
 improves discoverability of collective collection

15. Support increased differentiation of institutional collection profiles
while safeguarding scope of collective collection
Memorial: Marine Science, Arctic and Northern Regions, Social Justice
Calgary: Smart Cities, Arctic Change, Visual Analytics
Toronto: Cosmology, Global Health, Livable Cities
Sherbrooke: Aging, Sustainable Development, Maternal/Child Health

16.  Since 2014, Maine Shared Collections have registered retention
commitments for >1 million monographic titles in WorldCat
 New OCLC batch registration service pilot in November 2017
 Shared Print registration included in cost of OCLC Cataloguing
subscription
OCLC Research worked with an international working group to help
establish common guidelines for registering retention commitments

17.  Integrating shared print collections into resource-sharing workflows
 Managing inter-consortium discovery, access of shared collections
 With Big 10 Academic Alliance (BTAA), developing a shared service
framework for ‘operationalizing’ shared collections
Discovery and fulfillment services that maximize the scale and benefit of
shared print management

18. http://shared-print.scs.argenticsoftware.com/
7.6 million publications
representing 19.7 million print holdings

19. 1.15 million titles retained
~850,000 retained uniquely by COPPUL
University of Calgary*
University of Lethbridge
University of Manitoba*
University of Regina*
University of Saskatchewan*
Simon Fraser University*
Thompson Rivers University
Vancouver Island University
University of Victoria*
University of Winnipeg
participating libraries:
*CARL/ABRC

20. University of Guelph*
University of Waterloo*
Wilfrid Laurier University
340,279 titles retained
20,012 uniquely retained by TUG
*CARL/ABRC

21. Image credit: http://www.oshermaps.org/browse-maps?id=44809
Research libraries:
custodians of a cumulating cultural record

22. Shared print in research libraries
Making room
for newcomers
Opening doors to
new scholarship

23. Photo credit: Alex Guibord https://flic.kr/p/cpYPuS (CC BY-ND 2.0)
malpasc@oclc.org
@ConstanceM
0000-0002-9312-8294
Thanks
Merci de votre attention

24. Selected European Models
• Austria: Shared Archiving Austria, http://ubifo.at/sharedarchiving.html
• Catalonia, Spain: GEPA
http://www.csuc.cat/en/libraries-cbuc/cooperativerepository-gepa
• Finland: National Repository Library, http://www.varastokirjasto.fi/en/
• France: CTLes, https://www.ctles.fr/fr
• Norway: National Repository Library, http://www.nb.no/Besoek
• Switzerland: Swiss Cooperative Storage Library
http://www.hbz.uzh.ch/de/ueber-uns/projekte/1100-kooperative-speicherbibliothek-schweiz
• UK: UK Research Reserve, http://www.ukrr.ac.uk
• EPICO: http://www.varastokirjasto.fi/epico/

25. OCLC Shared Print: Key Contacts
Decision support/SCS GreenGlass: Rick Lugg, Rick_Lugg@oclc.org
Shared print retention registration: Nick Valentini, Nick_Valentini@oclc.org
Resource sharing/D2D: Katie Birch, Katie_Birch@oclc.org