Transcript Slide 1
Next Generation
Technical Services
Rethinking Library Technical Services for the University of California
R Bruce Miller
University of California
One University, One Library
Davis
San Francisco
Santa Cruz
Berkeley
CDL Merced
800 km
Santa Barbara
Riverside
Los Angeles
Irvine
San Diego
Catalysts for change
Next-Generation Melvyl
overwhelming amount of digital information
mandates to change acquisitions practice, cataloging policies,
processes, book and subscription vendor relationships
mass digitization, web archiving, hidden collections, lifecycle
data curation
radically declining fiscal resources
Why NGTS?
support Next Generation Melvyl (NGM)
next step in strategic plan
improve technical services integration with NGM
build on past collaborative successes
e.g., Shared Cataloging Program and CDL Acquisitions
leverage scarce staff expertise within UC
expand staff expertise beyond MARC formats
increase capacity for new projects
Goals
speed processing and minimize delay in access
ensure that all UC collections are easily found and used
expand and enhance collection management with fewer
FTE
enable local library focus on local priorities
Vision: specific
create a single copy of a bibliographic record for use by
the entire system
adopt a single set of standards and policies
eliminate duplication of effort and local variation in
practice
Vision: broad
leverage language and subject expertise
engage and challenge all staff in acquisitions, cataloging,
metadata, digitization, and preservation
Fundamental strategies
move technical services to network level
from shared data to integrated
create 3 to 5 year framework for NGTS for UC
seek broad transformative changes
implement quickly wherever possible
Specific strategies
view all of technical services as system-wide, single
enterprise
eliminate redundant work
focus original cataloging and metadata description on
unique resources
accept “Good Enough” as a foundation
start: existing metadata
then: continuous improvement
from all available sources
from expert communities, vendors, other libraries
collaborative approval plans, outsourcing, vendor services
NGTS Organization
Executive Team
Steering Team
Resource Teams
Commonly-held Content in Roman Script
Commonly-held Content in Non-Roman Script
UC Unique Collections
21st Century Emerging Resources
NGTS Executive Team
charged by University Librarians
very important
guide Steering Team
make resource allocation and other high‐level decisions
develop needed policy for approval by the University
Librarians
NGTS Steering Team
develop framework for next three to five years
propose broad transformative changes to move technical
services to the network level
identify areas of coordination and collaboration
quickly implement “low‐hanging fruit” changes (with
approval from the Executive Team)
NGTS Resource Teams
Commonly Held Content in
Roman Script
Licensed resources
Print publications
Reformatted: digitized, microfilmed
Audio-visual materials
Images
Born digital publications
UC Unique Collections
Special Collections
Archives
Theses and dissertations
UC scholarship
Images
Commonly Held Content in NonRoman Script
Licensed resources
Print publications
Reformatted: digitized, microfilmed
Audio-visual materials
Images
Born digital publications
21st Century Emerging Resources
Harvested websites and resources
Scholarly websites
Blogs and integrating resources
Maps
GIS
Datasets
NGTS Resource Teams charge
engage stakeholders
research best practices
develop 1 to 3 models for transformative change
include processes for selection, acquisition, cataloging,
preservation, reformatting
assess outsourcing
include options for system-wide organization of technical
services
NGTS Process
breadth and depth of expertise on all teams
exhaustive consultation
ULs, SOPAG, CDC, HOPS, HOTS, LTAG, RSC, SCO, CAMCIG,
ACIG, SCP, PAG, HOSC, UCAC …
communicate, communicate, communicate
web site and wiki
listservs, email updates
campus forums, facilitated group processes
Phase 1: July-Oct 2009
research existing best practices and current initiatives
within UC and beyond
interview stakeholders and experts
identify organizational structures
collect evidence for proposed solutions, including throughput
and discovery statistics
describe when collaborative approaches to technical services
ought to be considered/not considered
describe when/if a collaborative technical services approach
depends upon a shared UC collections approach
consider vendor or other contracting solutions when
appropriate
Phase 2: Nov 2009 – Feb 2010
outline proposed models
include
propose
workflows, policies and best practices needed, new tools, services,
organizational structures, funding models, governance models
identify resource needs
selection, acquisition, cataloging, [electronic] resource management,
harvesting, access services, digitization, preservation, or other relevant
functions
money, staff, space
articulate collection development model to fit proposed
technical service model
Phase 3: March – May 2010
analyze proposed models
use Strength, Weakness, Opportunity, Threats analysis (SWOT)
propose assessment process
monitor throughput and human resource cost over time
provide evidence of improvement in users’ ability to easily find and
use materials
NGTS online
http://libraries.universityofcalifornia.edu/about/uls/ngts/