UKRR - BRITISH LIBRARY update Workshop 20th July 2018 Andy Appleyard Head Operations (North)

BL Document Supply Demand – Impact of Digital Impact of digital and changes in research behaviours

BL Document Supply Demand – Impact of Digital Impact of digital and changes in research behaviours This phenomenon due to change in research behaviours, compounded by BL purchasing less contemporary journal content, Open Access thus changing the service to the “last resort” as users access only the Long Tail. But, this is still a need / niche that in terms of UK Public Good, must be catered for legally.. 80% of requests satisfied in 1997 from journals up to 10 years old 80% of requests satisfied in 2014 from journals up to 25 years old

UKRR Review – what was the impact? Project benefit investigation in 2013 – profile of demand on UKRR content

BL Long Term View Digital Access (Collect or Connect) Digitisation Access (Collect or Connect) Preservation (Print & Digital) Each organisation working in isolation with independent collection management strategies. Storage Collaboration (UKRR): Single tenancy, multi tenancy and/or consortia. DRIVERS – Government agenda, shared services and cost reduction. DRIVERS – Technology, customer expectations, research behaviours and data. Independent Collection Storage Shared Collection Storage Collaborative Collection Management Preservation 3rd party collaborations and partnerships - shared collections and services for UK public sector, Higher Education, Museums and Galleries. BENEFITS: Leverage BL expertise to support UK… Co-ordinated preservation Reduce space and cost in Public Sector Deliver Government agenda Improved user experience Commercial opportunity Access Analogue

Transition from Project to Service March 2019 Is there a sector appetite to continue? What should the (BAU) service look like, what do the users want? If the BL is to manage, what is affordable? Key steps: BL commitment – agreed to resource (to a level) as part of Operations. What do the users want in terms of a service proposition? How can we improve the current service and/or systemise further? Gather requirements and develop options appraisal.

UKRR Current BL Process Lists matched against BL holdings/UKRR dbase. Unchecked, matched titles are shelf checked. Unmatched titles have to be manually checked (then shelf checked). Samples maybe requested at this stage if we are unable to identify. Response sheet is then completed. Scarcity checking is undertaken with BL response and scarcity is uploaded into LARCH.

Adjudged to be “scarce”. A – Scarcity in 1A Adjudged to be “scarce”. Automated as much as possible to reduce manual effort. Lists submitted via portal possibly with on-line form (no need for hard copy “Response Sheet”). Cross checks databases to determine status (system update). Disposition determined. Service Option 1 (Automated and Scarcity in) Each organisation following liaison with the British Library will submit candidate lists via a submission portal / user interface. The portal links to the BL holdings catalogue (Aleph), the UKRR database and SUNCAT/NBK to offer a federated type search and cross reference. An outcome will be then determined reflecting the check results, such as (a) already been checked and processed and can be disposed or (b) this title / issue is deemed “rare” and the BL does not have a copy, send to the BL for gap filling or (c) the BL has 1 x copy but no back-ups exist therefore either retain or send to organisation “X” who will act as the Holding Library (this assumes scarcity remains).

Adjudged to be “scarce”. B Scarcity out 1B 2 Adjudged to be “scarce”. Automated as much as possible to reduce manual effort. Lists submitted via portal possibly via on-line form (no need for hard copy “Response Sheet”). Cross checks databases to determine status (system update). Disposition determined. Service Option 1 (Automated and Scarcity in) Each organisation following liaison with the British Library will submit candidate lists via a submission portal / user interface. The portal links to the BL holdings catalogue (Aleph), the UKRR database and SUNCAT/NBK to offer a federated type search and cross reference. An outcome will be then determined reflecting the check results, such as (a) already been checked and processed and can be disposed or (b) this title / issue is deemed “rare” and the BL does not have a copy, send to the BL for gap filling or (c) the BL has 1 x copy but no back-ups exist therefore either retain or send to organisation “X” who will act as the Holding Library (this assumes scarcity remains).

A – Scarcity in 2A Basically the process will continue as now with candidate lists submitted on the standard template. The BL staff will process manually (as now) and advise on the appropriate disposition as per option 1. Basically the process will continue as now manually with candidate lists submitted on the standard template. The BL staff will process manually (as now) and advise on the appropriate disposition as per option 1A.

2B Scarcity out 2B As option 2, but scarcity removed. As option 2A, but processes relating to “scarcity” removed.

3 3 This needs further deliberation in terms of what could be delivered and maintained versus the benefits it might offer. This would be a very basic arrangement whereby the UKRR database is hosted on line such that any organisation can self-check their holdings against previously checked titles/issues. Consideration would have to be made to whether an agreed protocol could be developed that included with the above – advice on how to cross check against Suncat (if required) and how to update the database as changes are made. Basic arrangement whereby the UKRR database is hosted on line such that any organisation can self-check their holdings against previously checked titles/issues.

Thank you