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The shelf-free generationUsing data to free library space and manage print collections in new ways
Titia van der Werf
Senior Program Officer
OCLC Research, EMEA
DEVELOPING A SHARED
UNDERSTANDING
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The logic of information on paper distribution
influenced library and archive development:
• Collections close to the user
• Big = good
• Just in case
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Discovery moved to the network level:
• Discovery based on large metadata aggregations
• Discovery happens elsewhere
• More = Better;
• Abundance of resources in the network world
Local collections moved to
the backend = delivery
logistics (just in time)
The shelf-free generation
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Backend shelfing
SHAPING COLLECTIVE
STRATEGIES
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Moving towards the collaborative
collection
“By 2027, your collections will be mine, and
mine will be yours.”
[LIBER-2015: Caroline Brazier]
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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]
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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]
UNDERSTANDING THE
COLLECTIVE COLLECTION
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OCLC Research:
Understanding the Collective Collection
http://www.oclc.org/research/publications/library/2013/2013-09r.html
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institutional larger groupgroup global
Collective collection: comparative
studies
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2.7m
12.4m
CHI-PITTS:
19.0m
N. America:
49.8m
World:
157.4m
*As represented in
January 2013
Coverage
requires
cooperation
OSU-CIC Collective Collection study
Mega-regions & Shared Print
Initiatives
OCLC Research, 2013
Orbis-
Cascade
CIC
ASERL
SCELC
MSCS
WRLC
OCUL
GWLA
WEST
FLARE
We expect that in 5-7 years the larger part of
the North American ‘collective collection’
will have moved into shared management.
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More Collective Collection Studies to
come …
• The RLUK Collective Collection (UK)
• The UKB Collective Collection (Netherlands)
• Interest in Germany
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Scope of the analysis will broaden as
the nature of WorldCat and the needs
of the Cooperative evolve …
Thank you
Titia van der Werf
Senior Program Officer
OCLC Research, EMEA
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The RLUK Collective Collection
John MacColl
Chair, Research Libraries UK
(With thanks to Constance Malpas, OCLC Research)
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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)
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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’
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Strategic Fit: RLUK
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Strategic Fit: Wider UK
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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
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RLUK Collective Collection: Size
1B holdings in
WorldCat
61M holdings in
RLUK libraries29M titles*
Avg. = 2 RLUK holdings
per titleAvg. = 34 WorldCat holdings
per title*distinct publications; de-duplicated OCLC numbers
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RLUK Collective Collection: Scope
28M titles*19M
creative works
*distinct publications; de-duplicated OCLC numbers
Avg. = 1.5 manifestations/editions per work
29Mtitles/manifestations*
19M
creative works
75%
works
with
single
edition
25%works with
2+ editions
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RLUK Collective Collection: Material
types
87% books
5% serials
5% musical scores
3% maps, visual
resources, computer
files, etc.(includes print, audio books, e-books)
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RLUK Collective Collection: Duplication Rates
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
In-group duplication of RLUK-held titles
90% scarce, distinctive at RLUK scale
60% scarce, distinctive at WorldCat scale
WorldCat duplication of RLUK-held titles N = 29M
N = 29M
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RLUK Duplication in HathiTrust - September 2015
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000
Perc
en
t D
up
lica
tio
n
Titles in WorldCat
Southampton & York
Median duplication = 25%
Cf. 34% for US ARL libraries
British Library (BLX)
Leeds
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Next Steps
• Preliminary analysis now completed in consultation with RLUK
Advisory Group
• 1st
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
Thank You!
John MacCollChair, Research Libraries UK
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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
WHY IS SHEFFIELD 1ST WITH SCS
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Good strategic fit
Evidence
Experience
Integrated approach
Information Commons
24/7 integrated learning environment
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Record of Innovation
“Changing the Shape” programme
Capacity Management Team
Systems, collection tools & analytics
Partnering in the collaborative collection space
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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
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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
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Strategic Conversations
. . . Challenge Perceptions
Visualise
Tell Stories
Engage
SHEFFIELD – FACTS & FIGURES
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Western Bank Library
University of Sheffield
Sheffield –spacesWestern 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: 53 954 metres of
shelving
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Disposals reflect the UKRR Cycles
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Sheffield - monographs within scope
Titles:
Print 773 874 + Electronic 299 939 = 1 073 813
Items:
Print 938 822 + Electronic 321 148 = 1 259 970
OUR WORK WITH OCLC / SCS
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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
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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
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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, 1996-
Match master file against Worldcat,
HathiTrust, comparator libraries
Sheffield data indexed & made
available through GreenGlass
THE FUTURE
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The Future
White Rose University Libraries
• Leeds
• Sheffield
• York
Research Libraries UK
. . . Realising the Collective
Collection
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Thank You
Tracey Clarke
Associate Director,
Academic & Digital Strategies
(Joint Author and Project
Sponsor)
Contacts
Anne Horn
a.horn@Sheffield.ac.uk
Tracey Clarke
t.clarke@Sheffield.ac.uk
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