The shelf-free generation

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2 The shelf-free generation Using data to free library space and manage print collections in new ways Titia van der Werf Senior Program Officer OCLC Research, EMEA

3 DEVELOPING A SHARED UNDERSTANDING

4

5 The logic of information on paper distribution influenced library and archive development: Collections close to the user Big = good Just in case

6 Discovery moved to the network level: Discovery based on large metadata aggregations Discovery happens elsewhere More = Better; Abundance of resources in the network world

7 Local collections moved to the backend = delivery logistics (just in time)

8 The shelf-free generation

9 Backend shelfing

10 SHAPING COLLECTIVE STRATEGIES

11 Moving towards the collaborative collection By 2027, your collections will be mine, and mine will be yours. [LIBER-2015: Caroline Brazier]

12 Informed by analytics As we move toward being more analytical, we re beginning to knit together experiences, to come together into a union that will ultimately create a new environment to support scholars. [Symposium on Sustainable Models for Print Storage in 21st-Century Libraries Oct. 2014: Sarah Thomas]

13 Strategic management of the shared print collection We anticipate that a large part of existing print collections, distributed across many libraries, will move into coordinated or shared management within a few years. => Collective Collections emerging [Collection Directions (2014): Lorcan Dempsey, Constance Malpas and Brian Lavoie]

14 UNDERSTANDING THE COLLECTIVE COLLECTION

15 OCLC Research: Understanding the Collective Collection Powered by

16 Collective collection: comparative studies Powered by institutional group larger group global

17 OSU-CIC Collective Collection study *As represented in January 2013 CHI-PITTS: 19.0m N. America: 49.8m World: 157.4m 2.7m 12.4m Coverage requires cooperation

18

19 Orbis- Cascade Mega-regions & Shared Print Initiatives WEST OCUL MSCS CIC SCELC WRLC GWLA ASERL FLARE We expect that in 5-7 years the larger part of the North American collective collection will have moved into shared management. OCLC Research, 2013

20 More Collective Collection Studies to come The RLUK Collective Collection (UK) The UKB Collective Collection (Netherlands) Interest in Germany

21 Scope of the analysis will broaden as the nature of WorldCat and the needs of the Cooperative evolve

22 Thank you Titia van der Werf Senior Program Officer OCLC Research, EMEA

23 The RLUK Collective Collection John MacColl Chair, Research Libraries UK (With thanks to Constance Malpas, OCLC Research)

24 Research Libraries UK Membership organisation 33 leading university libraries (including Oxford and Cambridge, the Scottish ancients, Trinity College Dublin, English redbricks and most research-intensive new universities) 3 national libraries (British Library and the National Libraries of Scotland and Wales) The Wellcome Trust Maintains its own aggregate catalogue (COPAC) and record supply source (RLUK Database)

25 Aims Help inform shared collection management decisions across RLUK OCLC Research analysis of aggregate bibliographic holdings Compare RLUK system-wide aggregation with recent similar study of ARL holdings Link up with other UK-wide collection management work (Jisc National Monograph Strategy and UK Research Reserve) Move from piecemeal collection analysis based on patchy holdings metadata in WorldCat to system-wide analysis A step towards preserving the UK long tail

26 Strategic Fit: RLUK

27 Strategic Fit: Wider UK

28 Working with OCLC Research Explore characteristics of aggregate RLUK bibliographic resource in context of members strategic priorities Use of WorldCat to leverage distinctive data-driven, multi-scalar (local, group, global) perspective of OCLC s international union catalogue Complement and advance recent OCLC Research work on collective collections & shared print Refine analysis via consultation with RLUK Advisory Group

29 RLUK Collective Collection: Size 29M titles* 61M holdings in RLUK libraries 1B holdings in WorldCat Avg. = 2 RLUK holdings per title *distinct publications; de-duplicated OCLC numbers Avg. = 34 WorldCat holdings per title

30 RLUK Collective Collection: Scope 29M 28M titles* titles/manifestations* 19M 19M creative works works 75% works with single edition Avg. = 1.5 manifestations/editions per work *distinct publications; de-duplicated OCLC numbers 25% works with 2+ editions

31 RLUK Collective Collection: Material types 5% serials 5% musical scores 87% books (includes print, audio books, e-books) 3% maps, visual resources, computer files, etc.

32 RLUK Collective Collection: Duplication Rates In-group duplication of RLUK-held titles N = 29M 90% scarce, distinctive at RLUK scale 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% WorldCat duplication of RLUK-held titles N = 29M 60% scarce, distinctive at WorldCat scale 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

33 Percent Duplication RLUK Duplication in HathiTrust - September % 40% 35% 30% British Library (BLX) Leeds 25% 20% 15% 10% 5% 0% Southampton & York 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 Titles in WorldCat Median duplication = 25% Cf. 34% for US ARL libraries

34 Next Steps Preliminary analysis now completed in consultation with RLUK Advisory Group 1 st Quarter 2016 (January March): Update/finalise analysis when reclamations are complete April/May 2016: Publish report, including analysis, inferences and observations (not prescriptive recommendations) RLUK to take forward via Shared Print activity in Operational Plan including international implications

35 Thank You! John MacColl Chair, Research Libraries UK

36

37

38 Where do print collections fit with Our Library. Our Information Future University of Sheffield Library Strategic Plan Anne Horn Director of Library Services & University Librarian University of Sheffield, UK

39 WHY IS SHEFFIELD 1 ST WITH SCS

40 Good strategic fit Evidence Experience Integrated approach Information Commons 24/7 integrated learning environment

41 Record of Innovation Changing the Shape programme Capacity Management Team Systems, collection tools & analytics Partnering in the collaborative collection space

42 Builds on existing collections work Active Print Collections Management policy ZeroNet Collections Growth policy for monographs since 2003 Collections characterized: Special & Heritage High Demand Primary & Secondary

43 Changing our shape Shift from print to digital Information Commons opened 2007 The Diamond 2015 Challenges for capacity & storage The Diamond A World Class Student Learning Experience

44

45 Strategic Conversations... Challenge Perceptions Visualise Tell Stories Engage

46 SHEFFIELD FACTS & FIGURES

47 Sheffield spaces Western Bank Library (45356 metres of shelving) Information Commons (4013 metres) Health Sciences Library (2614 metres in 2 medical sites) The Diamond (476 metres) 1 closed store (1495 metres) TOTAL: metres of shelving Western Bank Library University of Sheffield

48 Disposals reflect the UKRR Cycles

49

50 Sheffield - monographs within scope Titles: Print Electronic = Items: Print Electronic =

51 OUR WORK WITH OCLC / SCS

52 GreenGlass to visualise collections Data about usage & commonalities Benchmark regionally, nationally Collection strengths and weaknesses Explore crossover with print and owned e-books collections Distinctiveness of Special Collections

53 SCS process Decide scope of analysis Formats and collections Sites, campuses Comparators: WorldCat, libraries Assemble Sheffield data Bibliographic Circulation Location Barcodes Load records to GreenGlass (1 million) Field mapping of data from Sheffield

54 SCS Analysis and Presentation Data normalisation, validation, testing Structure raw data files to match against data sets Produce Sheffield Master file Remediation lists identifying duplicates Identify low/no circulation titles, Match master file against Worldcat, HathiTrust, comparator libraries Sheffield data indexed & made available through GreenGlass

55 THE FUTURE

56 The Future White Rose University Libraries Leeds Sheffield York Research Libraries UK... Realising the Collective Collection

57 Thank You Tracey Clarke Associate Director, Academic & Digital Strategies (Joint Author and Project Sponsor) Contacts Anne Horn Tracey Clarke

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