Transcript Document

NEXT-GEN AND MULTIINSTITUTIONAL
TECHNICAL SERVICES
ARL Membership Meeting
Brian E. C. Schottlaender
The Audrey Geisel University Librarian
21 May 2009
Community Thinking
•
“Rethinking How We Provide Bibliographic Services
for the University of California” (December 2005)
http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf
“We need to look seriously at opportunities to centralize and/or better
coordinate services and data, while maintaining appropriate local control, as a
way of reducing effort and complexity and of redirecting resources to focus on
improving the user experience.”
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“A White Paper on the Future of Cataloging
at Indiana University” (January 2006)
http://www.iub.edu/~libtserv/pub/Future_of_Cataloging_White_Paper.pdf
“Better technological support for the cataloging process will assist catalogers in
removing redundancies among and within institutions, allowing cataloging
professionals to spend more time performing expert tasks.”
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Community Thinking
•
“The Changing Nature of the Catalog and its Integration with Other
Discovery Tools” a.k.a. “The Calhoun Report” prepared for LC (March
2006)
http://www.loc.gov/catdir/calhoun-report-final.pdf
“… implementation issues associated with … innovation and cost reduction …
include some technical but mostly organizational hurdles. To succeed …
research libraries will need to master organizational change management and
achieve unprecedented levels of collaboration with peers and external partners.
•
“On the Record: Report of The Library of Congress Working Group on
the Future of Bibliographic Control” (January 2008)
http://www.loc.gov/bibliographic-future/news/lcwg-ontherecord-jan08final.pdf
“Although cataloging will and must continue to play a key role in bibliographic
control, today there are many other sources of data that can and must be used to
organize and provide access to the information universe. To take advantage of
these sources, it is necessary to view bibliographic control as a distributed
activity, not a centralized one.”
Community Thinking
•
“No Brief Candle” (August 2008)
http://www.clir.org/pubs/abstract/pub142abst.html
“The current model of the library as a stand-alone service provider to the
university is obsolescent.”
•
“The Extended Library Enterprise: Collaborative Technical Services &
Shared Staffing” (February 2009)
http://www.orbiscascade.org/index/cms-filesystemaction/collaborative_ts/extended_library_enterprise_final.pdf
“It is almost impossible to overstate the cultural shift that must occur for any of
these ideas to really work.”
•
“Next‐Generation Technical Services: Changing How We Provide
Technical Services for the University of California Libraries—Scope
Statement” (April 2009)
http://libraries.universityofcalifornia.edu/about/uls/ngts/docs/NGTS_
scope_10april2009.pdf
“Radically new approaches to these operations are now called for in order to
ensure that they are not only maximally efficient, but also transformatively
effective.”
Environmental Conditions
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Stored print/Shared print/Persistent print
Digitization
Digital preservation: Portico, CDL DPR, etc.
Mass digitization
– Internet Archive
– Google
• HathiTrust
• Repository auditing mechanisms
– TRAC: Trustworthy Repositories Audit &
Certification
– DRAMBORA: Digital Repository Audit Method
Based on Risk Assessment
Environmental Conditions
• Yin and Yang
• Trust and Formalized Trust
• Scale and Web-scale
• The Meltdown:
– Funding
– Space
The UC NGTS Initiative
GUIDING PRINCIPLES
• Technical services support and provide infrastructure
for the development and management of the UC library
collections.
• Technical services provide broad access to and facilitate
discovery of collections in support of the mission of the
University.
• UC Libraries will build a culture of continuous
improvement of services applied to scholarly content.
• UC Libraries seek to organize technical services and
develop standards of practice to achieve efficiencies and
attend to a broader scope of content.
The UC NGTS Initiative
VALUES
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Make content easy to find and use
Speed processing throughout all technical services functions
Eliminate redundant work
Free up resources in order to focus cataloging and other
metadata description on unique resources
Start with existing basic metadata from all available sources
Allow for continuous improvements to basic metadata
including from the world beyond the UC Libraries: i.e., our
users, expert communities, vendors, and other libraries
View technical services as a single system‐wide enterprise
Define success in terms of the user’s ability to easily find and
use relevant content
The UC NGTS Initiative
OBJECTIVES
• “… from shared cataloging to integrated cataloging:
a vision in which the system adopts a single set of
standards and policies, eliminates duplication of effort
and local variation in practice, and leverages access to
language and subject expertise in order to create a single
copy of a bibliographic record for use by the entire
system.”
• “… seek to articulate similarly broad visions that will
engage and challenge the expertise of all of our
libraries’ staffs in acquisitions, cataloging, metadata,
digitization, and preservation.”
The UC NGTS Initiative
GOALS
• Streamline the lifecycle management for the four
broad categories of information types and develop
infrastructure to create a a virtual metadata
resource that aggregates metadata generate as
content is acquired
• Expose the aggregated, virtual metadata resource to
the broadest number of discovery pathways so that
users can find and use content easily
• Enable continuous enhancement of the virtual
metadata resource by librarians, scholars, and third
parties
The UC NGTS Initiative
INFORMATION TYPES
• Commonly‐held Content in Roman Scripts
• Commonly‐held Content in non‐Roman Scripts
• UC Unique Collections
• 21st-Century Emerging Resources
The UC NGTS Initiative
NEXT STEPS
• Appoint cross‐functional task forces for each
information resource type
• Consulting with other experts as needed, each task force
will be charged to develop 1‐3 models for technical
services for their respective resource type
• Each model must:
– Address processes for selection, acquisition, cataloging, and
preservation or reformatting (as needed), including possibilities
for outsourcing some or all to third parties
– Incorporate the guiding principles and values enumerated
above
– Address options for systemwide organization of Technical
Services
The UC NGTS Initiative
TIMEFRAME
• Task Force reports due October-December 2009
• Implementation: 2010+
QUESTIONS?