Transcript Slide 1

The University of California
Next-Generation
Technical Services Initiative
Brian E. C. Schottlaender
The Audrey Geisel University Librarian, UC San Diego
ALA Midwinter Meeting
Boston, 16 January 2010
COMMUNITY THINKING
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“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
• Stored print/Shared print/Persistent print
• Digitization
• Mass digitization
– Internet Archive
– Google
• Digital preservation: Portico, UC3, etc.
• 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
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.
VALUES
• 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
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
• Streamline content lifecycle management and
develop infrastructure to create a virtual metadata
resource that aggregates metadata generated 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
INFORMATION TYPES
• Commonly‐held Content in Roman Scripts
• Commonly‐held Content in non‐Roman Scripts
• UC Unique Collections
• 21st Century Emerging Resources
INFORMATION TYPES
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Commonly‐held Content in Roman Scripts
Commonly‐held Content in non‐Roman Scripts
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UC Unique Collections
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Print content
Licensed digital content
Born-digital content
Reformatted content (digitized, mass digitized, microfilmed)
Audio-visual content
Images
Special Collections
Archives
Theses and dissertations
UC scholarship
Images
21st Century Emerging Resources
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Harvested websites and resources (“Web at Risk”)
Scholarly websites
Blogs and other integrating resources
Maps
GIS
Datasets
NGTS PROCESS
• Cross‐functional Working Groups appointed in
September 2009, charged with designing appropriate
workflow and lifecycle models for each content type
with a view toward improving efficiency, optimizing
Next-Generation Melvyl functionality, and enhancing
the user experience.
• Each model to address processes for selection,
acquisition, cataloging, and preservation or
reformatting (as needed), including possibilities for
outsourcing some or all to third parties.
• Work proceeding in 2 phases
– Query constituencies, Analyze current processes, Identify
issues
– Prioritization, Critical path analysis, Process reengineering
PHASE 1: ISSUES
• [Infra]structures
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Business & Finance
Technology
RLFs
Shared Cataloging Program
• Standards
– Coordinated policy/standards/guidelines development/application
for cataloging and archival processing
– Determining what "good enough" means
• Tools
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Shelf-Ready services
Vendor-supported cross-campus collection development
Non-Roman character support
Content creation/management utilities
PHASE 1: ISSUES
• Systemwide Approaches
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Serials
Government Documents
Born-digital content
Data [curation]
eBooks
CD ROMs
• People
– Non-MARC metadata expertise
– Co-location of language expertise
– More shared staff, Centralized vs. distributed centers of expertise,
Mobile staff
PHASE 2: PAR*
• *Prioritize, Analyze, Reengineer
• Measures to be used in determining next steps
will include an assessment of what changes
will be the most transformative and result in:
– the most cost savings
– increased value to users