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Lund University
Libraries
Head Office
Collection Management & Development
and End User Access: Managing the
transition from Print to Digital –
Towards the Hybrid Library and
Beyond
Temamöte: Samlingsutvikling i digitale tider,
Oslo Universitets Bibliotek,
Lars Björnshauge, Lunds Universitets Bibliotek
Outline of presentation
The new Decentral Library Structure
Collection Development &
Management - before & now
The Hybrid Library and beyond
Organizing end user access
December 2003
Lars Björnshauge
Lund University
Founded in 1666, located in the southernmost
province of Sweden, Scania
Among the oldest and largest in Scandinavia
Campus at several locations: Lund (main
campus), Malmo, Helsingborg and more
Multidisciplinary: 7 faculties + several research
centres
+35,000 students, +3,000 doctoral students,
+6,000 employees
December 2003
Lars Björnshauge
Library Structure before the
changes
University Library, central (main) library,
UB1 and UB2
Cultural heritage collections, legal deposit
Library services for the faculties based on
contracts
+/- 90 department libraries
funded and operated by faculties/departments
huge differences in service levels
University Librarian and Library Board had
only authority over University Library, but not
over department libraries
December 2003
Lars Björnshauge
The Drivers for change: Specific
Dissatisfaction espressed by faculty
leaders (deans etc.) towards the central
library services and the (lack of)
development of digital library services
Widespread development of decentral
(faculty/departemental) library services
Demands for more up-to-date and cost
efficient library services and for university
wide solutions.
December 2003
Lars Björnshauge
Primary goals of a New Library
structure
Implementation of minimum service
levels (standards) for libraries
Development of digital library
services
Cost efficiency & transparency
Focus on the needs of students
December 2003
Lars Björnshauge
Important features of a new
structure
Establishing the library structure as
a network of libraries.
Faculties, departments & research
centers operate and fund libraries in
their specific area.
The University as such funds the
Head Office and the University
Library (central funding)
December 2003
Lars Björnshauge
The new structure
Lund University Libraries as a
network of libraries
+/-25 Faculty or Department libraries
University Library: Cultural heritage,
special collections and deposits
Library Head Office: management and
coordination of the network of libraries,
development of the digital library
December 2003
Lars Björnshauge
Faculty and Departemental
Libraries
Provides the basic library services to
researchers, teachers and students
Are operated and funded by
faculties, departments and centers
Standards apply for libraries….
December 2003
Lars Björnshauge
Standards for Faculty or Department
Libraries in the Network
All relevant library services avialable
Opening hours (min. 36 hours)
Collections are catalogued in the OPAC
Library educated staff (min. 3,0 FTE)
Adequate work facilities for students
Own (Faculty/Department) Library Council
Own budget (staff, acquistions etc.)
Own web-site
December 2003
Lars Björnshauge
Centrally funded units
Library Head Office
Management, infrastructure, digital library
services and development
University Library:
Cultural heritage, special collections, Swedish
imprints, deposits and services generated
from these collections
(central funds are deducted from the
funding that goes to the faculties –
taxing!)
December 2003
Lars Björnshauge
The Library Head Office
is the unit for management and
coordination of the new network of
libraries,
operates the library automation system &
operates and develops digital library
services,
runs competence development programs
Library IT-development projects
35 FTE (whereof 20 FTE centrally funded)
December 2003
Lars Björnshauge
Division of responsibilities
A Library Board: policymaking, standards
etc.
A Library Council (heads of faculty/
department libraries): advicing the
Director of Libraries
The Director of Libraries: responsible for
the library services in general
Library Head Office – executive unit:
infrastructure & coordination
December 2003
Lars Björnshauge
The outcomes so far
Increased commitment from the
faculties to library issues
Away from the customer-supplier
relation between faculties and libary
management. Faculties are library
operaters themselves!
Library Services are on the agenda
everywhere
December 2003
Lars Björnshauge
Specific problems in the
reorganization process
Such a reorganization generates a
number of issues to deal with:
downsizing university library
operations creates stress and tensions
reallocation of staff (+40 FTE staff have
been reallocated)
competence development in high
demand
reallocation of funds
December 2003
Lars Björnshauge
Specific issues in a
decentralized environment
faculty/department libraries want an
independent profile and specific visibility
– autonomy!
the funders want efficiency!
common guidelines, standards and rules
(decided by the Library Board) are needed
– however these can only be implemented
if they are born in a climate of debate,
consultation, involvement and negotiation
December 2003
Lars Björnshauge
Areas where problems have
been encountered
Library Web-sites:
how much autonomy in design, layout
and presentation?
Classification, subject presentation:
General library services to replace
manually maintained journal lists,
subject gateways etc.
December 2003
Lars Björnshauge
Collection development &
management before the reorganization
Lack of coordination
Each unit took care of collection
management based on their own specific
needs
This might work in a non-digital
environment
But: in an emerging digital environment
there is a strong need for coordination
December 2003
Lars Björnshauge
Problems in the old structure –
acquisition of monographs
Acquisition of monographs:
to a large extent outsourced from the
faculties to the subject librarians at the
university library(ies)
Missing links between the needs of the
users (and funders!) and the actual
acquisitions
Faculties building own collections to
compensate the lack of adequate
collection development
December 2003
Lars Björnshauge
Problems in the old structure –
subscription to databases
Insufficient central funding for general
resources (i.e. encyclopedias, reference
works, multidisciplinary databases etc.)
Lots of different funding models for
databases:
One faculty, two faculties, three or more
faculties
No clear policy as to access
Makes life difficult for end users!
December 2003
Lars Björnshauge
Problems in the old structure –
subscription to journals
Very few agreements with publishers
(package deals) – different funding models
here as well
Hundreds of
Dubble/triple etc. subscriptions
Bundled subscriptions – but electronic access
not activated or only activated for the
subscribing unit
Uncontrollabels
Several subscription agents operating
December 2003
Lars Björnshauge
Problems in the old structure –
summary
Lack of overview of spending
Unsufficient funding for general resources
No explicit policy for access
Department, faculty or campus wide
Lack of decision making information as to
the potential benefits of package deals
But:
Room for improvements!!
December 2003
Lars Björnshauge
Collection Development &
Management in the new structure
Goals, Principles & Policies
Acquisition of monographs and course
material (print)
Digital library resources (databases,
journal package agreements, e-books etc.)
Subscriptions to databases
Subscriptions to journals
Administration of journal subscriptions
December 2003
Lars Björnshauge
Goals:
Promote end user influence by involving
library committees and faculty/department
librarians (subject specialists)
Value for money - Create synergy – 1+1=3
- Much more for a little bit more!
Facilitate remote access
Reduce duplicates & uncontrollabels
Reduce handling costs
December 2003
Lars Björnshauge
Principles & Policies
Digital resources are general
resources – thus central funding
should apply
University wide access
Journals: electronic versions where
possible
Promote Open Access resources and
university based publishing
December 2003
Lars Björnshauge
The primary challenge:
Managing the transition from printed to
digital information
Handling the reallocation of funds
How to convince the faculties that more central
funding (taxing!) should go to general digital
library resources
The answers:
Faculties have influence on the selection
Transparency in funding
Easier access to more information resources
December 2003
Lars Björnshauge
Collection Development &
Management
Responsibilities of the Head Office
Responsibilities of Faculty & Department
Libraries
Involvement, Negotiation and Selection
Library Councils (Faculty/Department level)
Committee for Digital Resources
Funding
December 2003
Lars Björnshauge
Acquisition of monographs
and course material
Responsibility of the
faculty/department libraries.
Paid by faculties/departments.
Decided by the library councils at
faculties/departments (end user
involvement)
Handled by the faculty/department
libraries
December 2003
Lars Björnshauge
Digital library resources (databases,
journal package agreements, e-books
etc.)
Decision making/selection:
Responsibility of the Committee for
Digital Resources (1 member appointed
by each faculty)
Funding:
centrally
December 2003
Lars Björnshauge
Subscription to databases:
Selected and decided by the
Committee for Digital Resources
Centrally funded.
Managed by the Head Office:
supplier contacts, access
management, authorization,
payments, local help desk etc.
December 2003
Lars Björnshauge
Subscription to journals:
Electronic subscriptions are the rule
as a matter of policy
Electronic journals in package deals
are subject to central funding
Subscription to printed journals are
paid by the faculty/department
December 2003
Lars Björnshauge
Administration of journal
subscriptions:
The Head Office takes care of:
management, administration, communication
with subscription agent, payments etc.
Activating electronic access to bundled
subscriptions are handled by the Head Office
Faculty/department libraries takes care of
print journals:
Issue handling and claims
1 (one) Subscription Agent (mandatory)
December 2003
Lars Björnshauge
The outcomes so far:
Huge increase:
in central funding for digital resources
in subscriptions to electronic journals
Considerable reductions in print
subscriptions, duplicates and uncontrollabels
Increased commitment from the faculties for
the (digital) library services
Increased awareness as to problems in
scholarly publishing and of the importance of
Open Access
December 2003
Lars Björnshauge
Central funding for digital
library resources
2001
2002
2003
2004
December 2003
400,000 Euro
1,500,000 Euro
1,900,000 Euro
2,000,000 Euro
Lars Björnshauge
There are problems here as well
Selecting digital resources:
Making priorities
There are limits for central funding
So far the big deals have got priority
But the era of the big deals is running
out – what then??
E-books are coming in
December 2003
Lars Björnshauge
Journal packages
ACM
American Chemical Society
American Institute of Physics
Annual Reviews
ASCE
ASME
B.E. journals in Economic
Analysis & Policy
B.E. Journals in
Macroeconomics
BioOne
Blackwell Synergy HHS+STM
Cambridge University Press
Cell Press
Financial Times
Harcourt Health Sciences
Institute of Physics
December 2003
JSTOR
Karger
Kluwer
MCB Emerald
Nature Academic Journals
Oxford Online
Project Muse
PsycArticles
Sage
Science Direct
Science Online STKE
Springer
Telford
IEEE/IEE Electronic Library
Online
Lars Björnshauge
Changing the
organizational setup
Integration of collection development
and access strategies
Re-engineering internal & external
processes
Reallocating resources
from selecting & processing print to
handling digital resources
Reallocating staff
December 2003
Lars Björnshauge
Staffing – Human Resources
Developing competencies – new staff mix
Working with attitudes & cultures
Selectors and cataloguers
Licensees, negotiators, metadata experts,
software engineers
The need to understand the technology that
underpins the information products and the
industry cannot be overemphasized
Facilitate the path of the end user
December 2003
Lars Björnshauge
and there is more…
Beyond Library Services
Changes in the proximity of
academic libraries:
Changes in how research is conducted,
communicated etc.
Changes in teaching & learning
More focus on evaluation, performance,
outcomes and competition
December 2003
Lars Björnshauge
”New” land??
Technology & portability of content
provide new opportunities
Integration of content & services in
the core processes – research,
teaching & learning
Collaboration:
new services developed in collaboration
with researchers, teachers & students
December 2003
Lars Björnshauge
The ”new” areas for
supporting core university
processes
Communication technologies and
digital content offer new
opportunities for:
Supporting research
Supporting teaching & learning
Supporting institutional knowledge
management
December 2003
Lars Björnshauge
Supporting research
Disseminating research output
OAI-MHP
Archiving research output
E-Print, Dspace etc
Research Evaluation support:
Bibliometrics, Bibliomining (prof. Wormell)
Marketing the department, the university
Facilitating changes in Scholarly
Communication
December 2003
Lars Björnshauge
Scholarly Communication
Working with
the university
researchers
editors & referees
learned societies
Engage in and provide electronic
publishing opportunities
December 2003
Lars Björnshauge
LU res
Institutional repository
Lars Björnshauge
http://lu-research.lub.lu.se/
December 2003
www.sciecom.org
ScieComSRC
December 2003
Lars Björnshauge
DOAJ is hosted by:
DOAJ is supported by:
Open Society Institute
www.doaj.org
http://www.doaj.org/
SPARC
December 2003
Lars Björnshauge
Supporting teaching & learning
The changes in educational
processes & technologies
Problem based learning
Distributed, distance & e-learning
ICT-based learning
Managed Learning Environments
December 2003
Lars Björnshauge
Supporting teaching & learning
Information literacy
Integration of LIS in Managed
Learning Environments
Developing tools to facilitate
cooperation/collaboration betw.
teachers & librarians
Contribute to development of
teaching & learning
December 2003
Lars Björnshauge
Supporting information infrastructure & knowledge management
Operating IT-network & support
Developing modern IT-environments
Developing & operating university
web-services
Organizing, archiving and
disseminating information about the
university, its research, education
etc.
December 2003
Lars Björnshauge
Strategic issues for libraries –
the agenda for the near future
Reorganization/Reallocation
Staff competencies
Cooperation & collaboration
Scholarly Communication
Dependence – Independence
December 2003
Lars Björnshauge
Requirements
Management:
Re-organization
Re-allocation
Re-orientation
Staff Qualifications
Technology literacy (prof. Varis!)
December 2003
Lars Björnshauge
Additional skills required
Meeting new challenges with new skills:
good pedagogic skills
practical knowledge of computing
Understanding:
technologies and the potential in these
digital information products, the legal
issues etc.
impact of technologies on research,
teaching & learning
users (especially the new generation of
users)
December 2003
Lars Björnshauge
Staff competencies in support
of teaching & learning
Serving distance learning (teachers
& students) requires technical
competence
More focus on pedagogical
credentials.
Understanding of the learning
process important as well
December 2003
Lars Björnshauge
Cooperation/collaboration
Where to put the focus?
Working with
libraries, the library community
the publishing/information industry
the university
the research communities
the educational communities
December 2003
Lars Björnshauge
Scholarly communication
Initiate, support and engage in new
activities in scholarly
communication:
Intellectual Property Rights issues
Low barrier technologies
Institutional Repositories
Open Access publishing
December 2003
Lars Björnshauge
Dependence/Independence
Portals, Linking Applications etc.:
All our eggs in the basket of the
industry??
Targetting the end users
The industri will potentially bypass the
brokers and traditional intermediaries
Inducing market economy at the level
of individual user (after the Big
Deals??)
December 2003
Lars Björnshauge
Transformation of the
roles of the library
From collection building & management
to facilitation of research, teaching & learning by
changing our workflows
adapting technologies,
integrating information resources,
developing new services,
building stronger relations to researchers &
teachers
supporting changes in scholarly
communication
December 2003
Lars Björnshauge
Organizing end user access
The problems:
Numerous databases and journal
providers – numerous interfaces
Several thousand e-journals difficult to
find (Especially in a decentralised
library system)
Portals provided by subscription agents
and journals publishers are not
invented primarily to accomodate end
user needs but more to generate their
business.
December 2003
Lars Björnshauge
New challenges for libraries
•
Publishers plan to disintermediate libraries
•
Publishers want to control user behaviour
•
Publishers want users to be dependent on
their own brands
•
Researchers want access to information
without intermediaries
•
Libraries run the risk of being regarded only
as passive links in the information chain
Do we need libraries?
December 2003
Lars Björnshauge
Branding
End users exposed to publishers and
aggregators
the publisher trap
library bypass
individualization
”Free on the internet”
Who pays??
Gaining control??
December 2003
Lars Björnshauge
Elsevier
Springer
Kluwer
MCB
Wiley
Publisher trap?
A publishercentric vision
Ebsco
Finding information
Library branding very important
users often believe that full-text e-journals
are free on the Internet!
users should understand that they are
using the library´s services and resources
We want to brand our services and
promote Open Access resources
December 2003
Lars Björnshauge
Integration
Too many different services
Too many different interfaces
Too much redundancy/overlap
How to promote/integrate Open
Access material?
Portals, Linking Software
Adapting commercial software or
develop applications ourselves
December 2003
Lars Björnshauge
Personalization
The need for taylored library & information
services
Towards the one stop shop even for TOCalerts, SDI-alerts, MyLibrary etc.
Fitting in with the research & educational
processes
Courseware – Managed Learning
Environments
Reference management, CV`s etc.
December 2003
Lars Björnshauge
User Training
Numerous interfaces
Information literacy
Fighting existing habits, the Googlesyndrome
On-line tutorials
In the digital library environment:
more user training than ever
December 2003
Lars Björnshauge
Organising end user access
The goals:
Integration of all services
Development of personalized services
Branding of library services
Principles:
Single sign on – automatic authentification –
one login/password to all resources
Remote access
December 2003
Lars Björnshauge
Integration of Library Services –
Towards the one stop shop
OPAC –printed collections
Databases, encyclopedias, reference
works
Electronic journals
Open access resources
Journals
E- & preprint archives, institutional
repositories
Subject gateways – recommended quality web
resources
December
2003
Lars Björnshauge
Our answer to the demand for
the one stop shop
ELIN@ - a library
developed interface to
hybrid library
resources
December 2003
Lars Björnshauge
Librarians are navigation experts
We can offer efficient and userfriendly navigation tools, alias search
interfaces
ELIN@ integrates data from
publishers, databases, Open
Archives with quality web resources,
the local OPAC and document
delivery services
December 2003
Lars Björnshauge
ELIN@ - Electronic Library
Information Navigator
Advantages for end users:
One interface for all content
Cross search documents from multiple
sources – free or licensed
Document delivery services for documents not
available in Full Text
ToC alerts and SDI´s
Integration with reference management tools
December 2003
Lars Björnshauge
ELIN@ - Electronic Library
Information Navigator
 Advantages for librarians:
 Enhancing availability and visibility of scientific
literature
 Increasing e-journal cost efficiency – Usage is
boosting
 Administrative functions/Management tools:
• Customization, Statistics, Collection Management,
Budgeting, Marketing
• Subscription administration functionalities
December 2003
Lars Björnshauge
Personalization in ELIN@
TOC-alerts
SDI-alerts from databases, journals
etc.
”My Library”
Recommended resources – selected by
subject librarians
Add your personal favourites
Users register at one site for all alerts
December 2003
Lars Björnshauge
ELIN@ - Electronic Library
Information Navigator
Contents (November 2003)
+14,000 journals, whereof
+7,500 journals with metadata (cross
searchable on article level)
+12,000,000 records
E-print archives,
Databases
December 2003
Lars Björnshauge
INTEGRATE - make Open Access and niche
journals visible in a general portal – ELIN@
 Search services and pages library branded
 The initiative back to the library
 Increases the library´s visibility on campus
 A product neutral presentation of resources
 Publishers + Open Archives + Open Access Journals

Customization – As simple as Google!
December 2003
Lars Björnshauge
Basic Search
Advanced
search
Simple
Search
December 2003
Lars Björnshauge
December 2003
Lars Björnshauge
Export till referensprogram
Länk till fulltext
Sökbara författarnamn
Sökbara nyckelord
December 2003
Lars Björnshauge
Thank you for your attention!
[email protected]
December 2003
Lars Björnshauge