Transcript CASS: Collaborative Academic Store for Scotland Project

Wider Perspectives:
Collaboration on
Storage and
e-Science Content
Catherine Nicholson
SCURL Development Director
CASS Project – Timescale
& Aim
November
Carnegie
Aimed
2001 to April 2002
Trust for the Universities of Scotland & SCURL
to determine the optimal model for a
collaborative storage and delivery service for valuable but
lower-use materials research materials held in Scottish
University libraries
Local Background
1950’s
Scottish Central Library considers de-duplicated
central reserve – proposal abandoned
1996 University of Paisley Study for West of Scotland
HEIs - inconclusive
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2001 SPIS: Shared Preservation in Scotland
final report - strong recommendation for store
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Wider Background
Anderson
& Follett Reports
BL/HE
Task Force ‘Study of Collaborative Storage of
Library Resources’ 2001
RSLP
Report ‘Barriers to Resource Sharing Among
Higher Education Libraries’ 2002
RSLG
Final Report 2003
SCURL
collections work – Conspectus, RCO, CAIRNS,
SCONE, SALSER
Space –
the final frontier…?
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Continuing growth in print output
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Acquisitions exceed discard
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IT facilities – machines & support
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Teaching & Learning space
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Study space
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Social space
Space Pressures
Little
capital investment in new library buildings
Creation
of local stores
Environmental
Duplication
Increased
No
conditions
of lesser-used materials
costs
overall collection strategy for this type of material
We are not alone…
International
Australia
collaborative storage facilities
– CARM Centre
US
– many examples eg WRLC, Boston, California
UK
– HEFCW ‘ HELP’ Project
UK
– English Regions eg West Midlands
IFLA-
National Repository Library of Finland Conference
of Repository or Storage Libraries 1999
Model that would...
Reduce costs at local level
Free valuable space
Enhance access through joint ownership
Reduce costs at national level through deduplication and joint maintenance
Provide safe storage
Provide optimum conditions for preservation
Share costs beyond HE through crosssectoral/cross-domain co-operation
Introduce monitoring mechanisms to determine
ongoing value
Requirement
Collaborative
Storage Issues
Costs
Ownership
Selection &
Deduplication
Security &
Insurance
Collection
Management
Retrieval &
Access
Storage type and
Environmental
conditions
SLA
Location
Staffing &
Facility
Management
CASS Outcomes 1 Library Community
Ownership and management by separate body
Ownership - ceded subject to legal complianceshould be the norm
De-duplication - agreement with need for care in
initial stages
Cataloguing - material must be catalogued for
inclusion and catalogue must be CAIRNS-compliant
Inter-Lending - available to CASS members initially
Location - no general agreement though need for
good infrastructure essential
CASS Outcomes 2 Library Community
Onsite consulation facilities
Delivery methods - electronic/fax/physical
Delivery - 24 hour except weekends and public
holidays
Physical condition of materials
Environmental conditions - close to BS 5454:2000
Service Level Agreement - flexible realistic targets
Library Space Requirement
Material
Totals in linear
metres
Books
21,501
Journals
16,779
Other
includes
newspapers,
ephemera etc
7,085
Total space
45,615
Research Community Survey
Attitude to remote storage
Acceptable - 57%
Inconvenient - 36%
Delivery times
24 hours - 55%
48 hours - 41%
E-Delivery
Desirable - 53%
Essential - 36%
Archival Requirements
Interest expressed from SCURL in storage for archives
and records led to issue of questionnaire
 Space required for archives and non-current records
Secure areas
 Joint disposal
 Temporary holding facility
 Not as suited to a collaborative approach
Continuing discussion through SUSCAG on
requirement
CASS: Post Project
Developments
Final Report June 2002 http// scurl.ac.uk/
 SHEFC bid under Strategic Change Grant Initiative
November 2002
Unsuccessful outcome - ‘ not convinced that the
proposal adds significantly to the range of services
currently offered by the BL and NLS’
CASS: Model to SHEFC

Partnership proposal with National Library of
Scotland
 Capital for new build to house CASS and NLS
Inter-Library Services £3.5 m
 Joint funding from SHEFC and SEED
 Building available FY 2004-05
CASS: Financial Model to
SHEFC
 10 Year period

SHEFC capital funding to allow initial two year
rent-free period for contributors

Two-tier membership to allow maximum
participation
 Recurrent funding Year 3 from institutional
subscriptions based on FTEs, block grant &
storage requirements
CASS: Cost Elements
Inclusive rate per linear metre to cover:
 15,000 lm of compact storage with expansion
room
 Maintenance, utilities and running costs
 Two full-time staff members
 Communications charges and postage for letters
 Fixed rate for five years with capped increases
thereafter up to ten years
CASS: Uncosted Elements
Not covered in inclusive rate:
 Cataloguing and inventory systems hardware,
software
 Support and maintenance for above
 Cataloguing costs
 Costs of selection for storage/deaccessioning/disposal
 Costs of initial delivery to store
 Postage/courier costs for packets
CASS: The Way Forward
 New National Librarian
 Continuing discussion with National Library of
Scotland
 New service and estates strategy
 CASS written into these
 Original needs assessment reviewed
 Ongoing support from members
CASS: The Pilot Study
2003
 Based in NLS Causewayside building
 Initial 2,500 lm space available now
 Room for short-term expansion
 Benefits- determination of the true costs
- resolution of issues
- paves way for full facility
- deep resource sharing in practice
CASS: The Pilot Project
Initial Library Members
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Edinburgh University
St Andrews University
Paisley University
Stirling University
Glasgow Caledonian University
Royal Scottish Academy of Music and Drama
Pilot Project: Next steps
Meeting of stakeholders to discuss:
Timetable
Project Management
Service Level Agreements with NLS
Contracts
Feasibility of implementing CASS Project outcomes
eg de-duplication, collective ownership
 Exit strategy
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‘It seems to me clear that a book which
is worth keeping at all ought to be kept
accessible; that is, where it can be
found, on demand, with a reasonable
expenditure of time and labor.
The problem, then, is to devise a mode
of storing disused books, so that they
may be kept safe and accessible, and
yet at a low cost for shelter and annual
care.’
Charles William Eliot (1902)
SISWG
Science Information
Strategy Working
Group
Purpose
Investigate widening access to
scientific material through national
licensing for all the sectors in
Scotland
Members
 SCURL
 SLIC
 NLS
Triggers & Influences
 Jan 2001 – Science Strategy for Scotland
 July 2001 - £1m boost for science in Scotland
 Dec 2001 – Closure of the NLS Scottish Science
Library
 National initiatives especially FinELib
The Plan
Consultation process with
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Publishers
Aggregators
Potential Stakeholders
Scientific community
Aim to approach Scottish Executive with package for
funding during 2003/04
Benefits
 Widening access to scientific content
 Reduced costs and administration through
centralised approach
 Potential contribution to education, research and
industry in Scotland
Outcome?
Watch this space!
For further information on
SCURL please look at our
web site
http://scurl.ac.uk/