Transcript Slide 1
Next Generation Technical Services
Rethinking Library Technical Services for the University of California
Big Heads
July 10, 2009
Next Gen Tech Services (NGTS) Context
Bibliographic Services Task Force Report 2005: next steps
Catalysts for Change
Community Thinking
NGTS Initiative
Guiding Principles
Values
Objectives
Goals
Information Types
NGTS Organization
TimeFrame
BSTF Report 2005
“Within Library workflows and systems too much effort is
going into maintaining and integrating a fragmented
infrastructure. 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.”
BSTF Report: Next Steps
Rearchitect cataloging workflow
Select the appropriate metadata scheme
Manually enrich metadata in important areas
Automate Metadata Creation
Supporting Continuous Improvement
Catalysts for Change: Beyond
Cataloging and Bibliographic Services
LC Final Report of the Working Group on the Future of Bibliographic
Control
Next-Generation Melvyl
Requires harmonization of UC cataloging policies and process revisions for
effective implementation
Requires cooperative approaches to acquisitions practices
Requires new ways of working with vendors (book and subscription agents)
Mass Digitization
Hathi Trust
Web Archiving
Expose Hidden Collections
Manage the life –cycle of born-digital and other emerging formats
UC-wide and campus financial pressures
Community Thinking
“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.”
“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.
Community Thinking
“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.”
“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.”
UC NGTS Rationale
Scale and Web-scale
The Meltdown:
Funding
Space
User Expectations
Expose full range of UC Collections
NGTS: Charge
Develop a framework for the next three to five years for Next
Generation Technical Services for the UC Libraries. The
Steering Team will:
address the broad transformative changes that will move
technical services to the network level and that will reap the
benefits of collaborative technical services
identify areas of coordination and collaboration among the UC
Libraries technical services operations
quickly implement identified “low‐hanging fruit” changes
NGTS Scope: Guiding Principles
Infrastructure to support Next Gen UC collections
Broad access to and easier discovery of collections
Culture of continuous improvement of services applied
to scholarly content
Organize system-wide technical services
Develop standards of practice to achieve efficiencies and
include a broader scope of content
NGTS Values
Speed processing
System-wide Technical Services, single enterprise
Start with existing metadata that is “good enough” from all
available sources
Continuous improvements to “good enough” from beyond
UC Libraries: expert communities, vendors, other libraries
Eliminate redundant work
UC Collections easily found and used
Focus cataloging and other metadata description efforts on
unique resources
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.”
Goals
Redefine, break down the silos of TS functions
Collaborative approval plans
Collaborative outsourcing and other vendor services
Improved tools for system-wide acquisitions & cataloging
Technical Services at the network level
Less redundant work Campuses focus on local priorities
More collections managed with less total FTE
User Environment
Find it
Get it
Metadata
Library and
Network
Resources
Commonly
Held (Roman
Scripts)
Commonly
Held (NonRoman
Scripts)
UC Unique
Collections
Content
Manage it
Collection
Management
Environment
Select it
21st Century
Resources
NGTS Organization
Executive Team
Steering Team
Cross-functional teams for each
information resource type
Time Frame
Team reports due Oct. 2009 – May 2010
Implementation 2010+
Follow developments at the web site:
http://libraries.universityofcalifornia.edu/about/uls/ngts/
Questions/Comments