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The Shared Print Landscape for
Texas Academic Libraries
Posie Aagaard, Asst Dean for Collections, UT San Antonio
Beatrice Caraway, Head of Collection Development,
Acquisitions and Resource Sharing, Trinity University
John B. Weaver, Dean of Library Services and Educational
Technology, Abilene Christian University
Report: http://bit.ly/1mD6ljy
We’re Pulling Apart the Plane while
Trying to Land it.
Task Force
• Posie Aagaard, UT-San Antonio
• Jesus Campos, South Texas College
• Beatrice Caraway, Trinity University
• Beth Farwell, Baylor University
• Dana Hendrix, Southwestern University
• Selene Hinojosa, Texas State University
• Kris Reed, Texas Womans University
• Jeanne Standley, University of Texas at Tyler
• Cristina Thomsen, Southwestern Adventist University
• John Weaver, Abilene Christian University (Chair)
Charge
“The TCAL Shared Print Collections Taskforce will
propose a structure, or a process for developing
a structure, for a shared print solution
appropriate for TCAL member libraries.
This proposed solution needs to facilitate local
deselection decisions while still maintaining our
responsibility to preserve and provide access to
our collective resources . . .”
THE SURVEY
• Spring 2014
• Sent to 197 TCAL libraries
• 45% response rate
• Based largely on a 2013 survey from SCELC
(Statewide California Electronic Library
Consortium)
• Responses at:
http://tinyurl.com/TCALsurveydata
Percent of member libraries
that participated, by type
Private 59% (23/39)
Public 49% (27/55)
Community 38% (39/103)
Survey Participants’ Locations
KEY SURVEY RESULTS
82% are reducing print monograph
holdings in next 5 years through
weeding.
Of those, 82% are NOT coordinating
this deselection with other libraries!
Would coordination of deselection and
retention activities among TCAL
libraries be important to your library?
80% of public and private
universities deem coordination
with other libraries important or
very important.
“If materials were easily retrieved and
dependably stored, I could deselect
more heavily.”
“We want to do our part to ensure
preservation of the intellectual record.”
“A statewide system of communication about
plans for print holdings would be beneficial.”
66% of community colleges
see such coordination as
not very important or
unimportant.
“As a community college, we are not a research
institution.”
“The research at our institution tends not to
require books older than 5 years.”
“Briefly, we do not maintain a research library
collection policy.”
Distributed or Centralized Program?
Would like either or both = 53%
Distributed collection = 19%
Centralized collection = 13%
None (i.e., not interested) = 15%
Focus on widely-held service copies or
on rarely-held archival copies?
Rarely held = 29%
Widely held = 9%
Either or both = 49%
None (i.e., not interested) = 12%
Factors Influencing Participation,
Most to Least Important
1. Contents of shared collection
2. Type and speed of delivery
3. Ease of discoverability
4. Participation by certain other libraries or
by my consortium
5. Geographic proximity to my library
Willing to Retain Portion of Your
Collection as a Shared Resource?
Yes = 67%
“If we were designated to retain monographs
as part of this project, that would be doable.”
“Realistically, given our location, rare
materials we already hold would be our most
likely contribution.”
Survey Summary
• Most libraries are reducing collections
independently, without inter-library
coordination…
• …yet most respondents deemed coordination
important.
• Equal interest in distributed and centralized
shared collections.
• Preference for sharing rarely held titles
versus widely held, but 51% are interested in
either or both.
• Biggest determining factors for participation:
Contents of shared collection
Type and speed of delivery provided
• Two-thirds might commit to retain part of
their holdings as a shared resource.
• Fairly strong support among university
libraries for a shared print monograph
agreement, but…
• …the cost of such a program is a major
concern and determining factor.
ENVIRONMENTAL SCAN
• To find out what others are doing
elsewhere in the country.
• To find out what factors lead to
success.
Models
1. Committee on Institutional Cooperation
(CIC) Shared Print Repository (Ohio)
2. Joint Library Facility (UT & TAMU)
3. Maine Shared Collections Strategy
4. Michigan Shared Print Initiative
5. Virtual Library of Virginia (VIVA)
Monographic Collection Analysis Pilot
6. Western Regional Storage Trust (WEST)
Traits of Successful Models
1. Dedicated centralized funding + ongoing
financial commitment from participating
libraries
2. Focus EITHER on archiving of rare materials
OR on providing access to service copies of
widely held titles
3. Undertake a joint collection analysis
(expensive)
4. Limit the type and format of materials
5. Leverage already established & trusted
networks
6. Use a phased approach
7. Use third-party services
Four Models
for Shared Print Collections
• Model #1: National
– Advocate for using existing national or regional
shared print collection programs
• e.g., CRL, HathiTrust, LOCKSS, JSTOR, PAPR, Portico,
SCELC, OCLC Shared Print Management
Four Models
for Shared Print Collections
• Model #2: Centralized Texas
– Help advance and utilize the Joint Library Facility
(JLF) in Riverside, Texas, or develop another
central repository
– JLF would be for sharing service copies for
regular usage and would not immediately
address the need for shared collection(s) of
archival print copies, which might be a future
development of the centralized model.
Four Models
for Shared Print Collections
• Model #3: Regional Texas
–Support incremental development of
distributed, regional consortia in
which libraries share service and
archival copies through a pilot
program that develops a scalable
collection analysis and program
framework
Four Models
for Shared Print Collections
• Model #4: Hybrid Texas
–Pursue both a centralized model (for
archival or service copies) and a
regional model (for archival or service
copies)
Recommendations
• The TCAL Task Force on Shared Print Collections
recommends that the TCAL Board explore a
centralized shared print collection by first engaging
with JLF leadership, with a view to a centralized
service-copy print collection (Model #2).
• If the centralized service copy model (Model #2)
proves not to be possible, we recommend that TCAL
pursue and pilot a regional consortium model for
shared print and archival print collections (Model
#3).
Recommendations
• For both potential models -- whether centralized
or distributed -- TCAL should adopt and promote
a standard for identification, description, and
retention of archival print copies (e.g., OCLC
Shared Print Management), and should actively
seek to educate members about the options for,
and potential of, shared printed collections.
Shared Collections Task Force
Report
http://bit.ly/1mD6ljy
Questions? Comments?
posie.aagaard@utsa.edu
bcaraway@trinity.edu
john.weaver@acu.edu

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TLA Shared Print Presentation 2015

  • 1. The Shared Print Landscape for Texas Academic Libraries Posie Aagaard, Asst Dean for Collections, UT San Antonio Beatrice Caraway, Head of Collection Development, Acquisitions and Resource Sharing, Trinity University John B. Weaver, Dean of Library Services and Educational Technology, Abilene Christian University Report: http://bit.ly/1mD6ljy
  • 2. We’re Pulling Apart the Plane while Trying to Land it.
  • 3. Task Force • Posie Aagaard, UT-San Antonio • Jesus Campos, South Texas College • Beatrice Caraway, Trinity University • Beth Farwell, Baylor University • Dana Hendrix, Southwestern University • Selene Hinojosa, Texas State University • Kris Reed, Texas Womans University • Jeanne Standley, University of Texas at Tyler • Cristina Thomsen, Southwestern Adventist University • John Weaver, Abilene Christian University (Chair)
  • 4. Charge “The TCAL Shared Print Collections Taskforce will propose a structure, or a process for developing a structure, for a shared print solution appropriate for TCAL member libraries. This proposed solution needs to facilitate local deselection decisions while still maintaining our responsibility to preserve and provide access to our collective resources . . .”
  • 5. THE SURVEY • Spring 2014 • Sent to 197 TCAL libraries • 45% response rate • Based largely on a 2013 survey from SCELC (Statewide California Electronic Library Consortium) • Responses at: http://tinyurl.com/TCALsurveydata
  • 6. Percent of member libraries that participated, by type Private 59% (23/39) Public 49% (27/55) Community 38% (39/103)
  • 9. 82% are reducing print monograph holdings in next 5 years through weeding. Of those, 82% are NOT coordinating this deselection with other libraries!
  • 10. Would coordination of deselection and retention activities among TCAL libraries be important to your library?
  • 11. 80% of public and private universities deem coordination with other libraries important or very important.
  • 12. “If materials were easily retrieved and dependably stored, I could deselect more heavily.” “We want to do our part to ensure preservation of the intellectual record.” “A statewide system of communication about plans for print holdings would be beneficial.”
  • 13. 66% of community colleges see such coordination as not very important or unimportant.
  • 14. “As a community college, we are not a research institution.” “The research at our institution tends not to require books older than 5 years.” “Briefly, we do not maintain a research library collection policy.”
  • 15. Distributed or Centralized Program? Would like either or both = 53% Distributed collection = 19% Centralized collection = 13% None (i.e., not interested) = 15%
  • 16. Focus on widely-held service copies or on rarely-held archival copies? Rarely held = 29% Widely held = 9% Either or both = 49% None (i.e., not interested) = 12%
  • 17. Factors Influencing Participation, Most to Least Important 1. Contents of shared collection 2. Type and speed of delivery 3. Ease of discoverability 4. Participation by certain other libraries or by my consortium 5. Geographic proximity to my library
  • 18. Willing to Retain Portion of Your Collection as a Shared Resource? Yes = 67% “If we were designated to retain monographs as part of this project, that would be doable.” “Realistically, given our location, rare materials we already hold would be our most likely contribution.”
  • 19. Survey Summary • Most libraries are reducing collections independently, without inter-library coordination… • …yet most respondents deemed coordination important. • Equal interest in distributed and centralized shared collections.
  • 20. • Preference for sharing rarely held titles versus widely held, but 51% are interested in either or both. • Biggest determining factors for participation: Contents of shared collection Type and speed of delivery provided • Two-thirds might commit to retain part of their holdings as a shared resource.
  • 21. • Fairly strong support among university libraries for a shared print monograph agreement, but… • …the cost of such a program is a major concern and determining factor.
  • 22. ENVIRONMENTAL SCAN • To find out what others are doing elsewhere in the country. • To find out what factors lead to success.
  • 23. Models 1. Committee on Institutional Cooperation (CIC) Shared Print Repository (Ohio) 2. Joint Library Facility (UT & TAMU) 3. Maine Shared Collections Strategy 4. Michigan Shared Print Initiative 5. Virtual Library of Virginia (VIVA) Monographic Collection Analysis Pilot 6. Western Regional Storage Trust (WEST)
  • 24. Traits of Successful Models 1. Dedicated centralized funding + ongoing financial commitment from participating libraries 2. Focus EITHER on archiving of rare materials OR on providing access to service copies of widely held titles 3. Undertake a joint collection analysis (expensive)
  • 25. 4. Limit the type and format of materials 5. Leverage already established & trusted networks 6. Use a phased approach 7. Use third-party services
  • 26. Four Models for Shared Print Collections • Model #1: National – Advocate for using existing national or regional shared print collection programs • e.g., CRL, HathiTrust, LOCKSS, JSTOR, PAPR, Portico, SCELC, OCLC Shared Print Management
  • 27. Four Models for Shared Print Collections • Model #2: Centralized Texas – Help advance and utilize the Joint Library Facility (JLF) in Riverside, Texas, or develop another central repository – JLF would be for sharing service copies for regular usage and would not immediately address the need for shared collection(s) of archival print copies, which might be a future development of the centralized model.
  • 28. Four Models for Shared Print Collections • Model #3: Regional Texas –Support incremental development of distributed, regional consortia in which libraries share service and archival copies through a pilot program that develops a scalable collection analysis and program framework
  • 29. Four Models for Shared Print Collections • Model #4: Hybrid Texas –Pursue both a centralized model (for archival or service copies) and a regional model (for archival or service copies)
  • 30. Recommendations • The TCAL Task Force on Shared Print Collections recommends that the TCAL Board explore a centralized shared print collection by first engaging with JLF leadership, with a view to a centralized service-copy print collection (Model #2). • If the centralized service copy model (Model #2) proves not to be possible, we recommend that TCAL pursue and pilot a regional consortium model for shared print and archival print collections (Model #3).
  • 31. Recommendations • For both potential models -- whether centralized or distributed -- TCAL should adopt and promote a standard for identification, description, and retention of archival print copies (e.g., OCLC Shared Print Management), and should actively seek to educate members about the options for, and potential of, shared printed collections.
  • 32. Shared Collections Task Force Report http://bit.ly/1mD6ljy