Transcript CARLI: The Consortium of Academic and Research Libraries

CARLI:
The Consortium of
Academic and Research
Libraries in Illinois
Cathy Salika
October 15, 2007
CARLI’s Mission
The Consortium leads Illinois academic
libraries to create and sustain a rich,
supportive, and diverse knowledge
environment that furthers teaching, learning,
and research through the sharing of collections,
expertise and programs.
CARLI is a Consortium
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What is a consortium?
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Organization of several, separate institutions that
agree to collaborate to have advantages that they
could not achieve on their own
Consortia (plural of “consortium”) are increasingly
common in the library world
Advantages of Consortia
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Strength in numbers
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Efficiency in shared services
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Negotiation and advocacy
Greater collections
Large purchase discounts
Reduce duplication of efforts
Specialization opportunities
Avoid or reduce costs for services available through the
consortium
Offer more services to library users!
Consortial Operation
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Many options for organizational structure,
including:
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Funded and operated by a governmental agency
Not-for-profit corporation
Commonly called a “501c3” in USA
Hosted by member institution(s)
Decentralized and volunteer-driven
How are Consortia
Funded?
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Any or a combination of:
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Government appropriation
Member contributions or assessments
Grants
“Pass-through” funds
(Members pay the consortium, the consortium
passes the funds on to a vendor)
Often a combination of the above
Consortial Governance
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Many models
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May or may not have paid staff
Usually have some sort of Board of Directors from
the membership and/or funding agencies
Often have committees and task forces of member
library staff that work on consortial projects
May or may not have formal by-laws
Generally have a mission statement and or
strategic plan
Why Join a Consortium?
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Increase efficiency by sharing work with
similar organizations
Make the most of your
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Budget
Staff time & skills
Collections
Provide Better Service to Users
Let’s look at some examples of library
consortial services…
Common Consortial Services:
Licensed electronic resources
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Negotiation of price, access terms
Drafting legal contracts with vendors
Billing participating libraries
Setting up access
configuration/authentication
Training staff
Troubleshooting problems
Renewing contracts
Common Consortial Services:
Shared Online Systems
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Many models of operation and
co-operation
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Purchased and operated by the consortium for all
members
Purchased and operated by the consortium for
some of its members
Discount pricing made available to members who
wish to operate the service themselves
Various combinations of these models
Common Consortial Services:
Shared Online Catalogs
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Providing a “union catalog” of member library
holdings
Running the computer servers and software
Catalog record creation, updating, reporting
Training staff
Troubleshooting
Development of customized services
Maintaining the contract, payments with
vendor, from libraries, etc.
Common Consortial Services:
Shared Digital Libraries
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Collaborative digitization projects
Shared servers
Consortial licensing of digital content
Sharing expertise
Other Cooperative
Services
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Resource sharing
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Borrowing and lending returnables
By staff or patrons
Onsite and remote access for each others’ patrons
Agreements for document delivery cooperation
Cooperative collection development
Delivery service for returnables and
non-returnables
Other Consortial
Service Examples
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Shared storage centers
Preservation activities
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Digitization and conservation
Staff training, continuing education,
consulting
Management consulting
CARLI Details
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181 Illinois institutions eligible to participate
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Illinois colleges and universities
Some special research libraries
141 have chosen to participate
CARLI established in 2005 from the
consolidation of three Illinois library consortia
CARLI has staff based at the University of
Illinois that coordinate its programs for all
participating libraries
Illinois Academic and
Research Libraries
Eligible for Membership Actual Members
Public Universities
14
14
Private Colleges &
Universities
93
72
Community Colleges
48
42
Specialized Institutions
23
13
Total
141
CARLI’s History
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CARLI is both new and old
CARLI formed in 2005 from 3 Illinois consortia:
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ILCSO
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ICCMP
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Formed in 1980
Primary service: Shared integrated library system
Formed in 1986
Primary service: Statewide collection studies and grants
IDAL
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Formed in 1999
Primary service: Electronic resource licensing
CARLI’s Services
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Centralized automated systems
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I-Share (Voyager integrated system)
SFX link resolver
CARLI Digital Collection
Electronic resource purchases
Training and continuing education for
member libraries
Monetary awards for collection enhancement
Monetary awards for digitization (in 2008)
Delivery service (in 2008)
I-Share (Voyager integrated
system)
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Online catalog for 71 (soon to be 76+) CARLI libraries
More than 9.6 million bibliographic records
More than 34 million items
Participating libraries share their collections
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Patrons may borrow from any I-Share library remotely, or by
visiting other participating libraries
Over 350,000 “resource sharing” loans in I-Share each year
http://I-Share.carli.illinois.edu
Consortial I-Share
Services
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Shared centralized online catalog
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Resource sharing
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Runs on a centralized set of computer servers operated by
CARLI staff
Shared software license
Users able to borrow from all I-Share libraries
CARLI staff provide help desk service to participating
libraries
I-Share libraries collaborate to share ideas and skills
CARLI Digital Collections
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New program in 2006
CARLI runs CONTENTdm software on a
consortial computer
CARLI provides disk storage and library training
and support
Participating libraries load their digital collections
for shared use
http://collections.carli.illinois.edu/
CARLI E-Resources
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CARLI subsidized services paid in full for all
member libraries:
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EBSCO Academic Search Premier
Business Source Elite
Harper’s Weekly, 1857-1912
Mary Ann Liebert Science Journals
netLibrary ebooks
Oxford English Dictionary Online
Illinois Digital Sanborn Maps
CARLI E-Resources
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Over 200 brokered services
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Licensed by CARLI, paid for by libraries
CARLI negotiates discount pricing
Each library selects the services it wants
Libraries pay CARLI, CARLI pays the vendor
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These payments are called “Pass through funds”
as CARLI passes them on to the vendor in full
CARLI Collection
Awards Program
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CARLI funds monetary awards given each
year to member libraries to enhance their
collections
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Purchasing of unique, expensive resources to
share
Grants for preservation and preservation training
CARLI Book Digitization Initiative
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New in 2008
Focus on Illinois Culture and Heritage
The CARLI Organization
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15 member elected Board of Directors
Many CARLI committees, task forces, etc.
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CARLI consortium staff
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Executive director
28 full time staff
Based in Champaign, Chicago, Springfield and
DeKalb
Two staff work from out of state
CARLI Office Staff
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Provide these services:
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“Help desk” support for CARLI online systems
Network administration
Database administration
System administration
System security
Software development
Data analysis
Business and contract management
CARLI Funding Sources
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Fiscal Year 2008 (July 2007-June 2008)
Illinois Board of Higher Education
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Member library assessments
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$4.4 million
$1.2 million
“Pass through funds”
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Purchases, usually e-resources for member
libraries
$3.8 million
CARLI Membership
Categories
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During transition from 3 consortia to CARLI,
2005-2007, all eligible libraries were “members”
(181 libraries)
After July 2007, libraries choose to be CARLI
members
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CARLI membership categories
Governing
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Fee between $750 and $10,000
Varies by enrollment and degrees offered
Associate
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$500 flat fee
Basic
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$100 flat fee
The Drawbacks of
Consortia
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Takes effort to establish governance, funding
models
Often rely on a lot of volunteer effort
Decision-making can be slow and require
consensus or compromises
Consortia can overlap each other, duplicate
effort and compete
Trends in Library
Consortia
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Consortia continue to grow in number and size
Consortia working together on national, international
basis
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ICOLC--International Coalition of Library Consortia
Consortia developing best practices and standards in
statistics, purchasing, etc.
Consortia serving as collective library advocacy body
with publishers, vendors, etc.
CARLI Office
501 E. Daniel Street
Suite 228, Library and Information Sciences Building
Champaign, IL 61820
E-mail: [email protected]