OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics OCLC

OCLC Online Computer Library Center Report Attributes – Agenda  Objectives  Methodology  Discussion Group Findings  Storage Facilities Overview  Report Attributes Desired  Attributes Needing Further Discussion  “Nice to Have’s”  Alternative Report Uses  Next Steps

OCLC Online Computer Library Center Objectives  Test usefulness of a report with potential users  Shared database of collections in storage  Offer tools and reports for comparing stored collections across institutions / groups  Libraries could use this information to inform their collection development decision  Determine attributes desired on report

OCLC Online Computer Library Center Methodology  Two Discussion Groups  Current storage issues  Usefulness of report concept  Specific report attributes desired  Review Results  NAST report team  OCLC Collection Analysis, Market & Data Analysis  This advisory group

OCLC Online Computer Library Center Methodology – Discussion Groups  First Group: Members of libraries who are very familiar with discussions  University of California  California Digital Library  Library of Congress  The Ohio State University  Vanderbilt University  Washington Research Library Consortium

OCLC Online Computer Library Center Methodology – Discussion Groups  Second Group: Members of libraries who have not participated in discussions  Boston College  University of Guelph  Purdue University  University of Texas at Austin  University of Washington

OCLC Online Computer Library Center Methodology – Review Results  NAST report team  Melissa Trevvett, Paul Gherman, Constance Malpas, Glenda Lammers  Ensure progress & preview findings  OCLC Collection Analysis, Market & Data Analysis  Glenda Lammers, Rob Ross, Janet Hawk, Joanne Cantrell  Review discussion group findings  Confirm attributes identified are detailed enough to take action

OCLC Online Computer Library Center Methodology – Review Results  This advisory group  Review report attributes  Discuss questionable attributes  Confirm next steps

OCLC Online Computer Library Center Discussion Group Findings – Facilities  Common Findings  All institutions interviewed have stored collections  All institutions circulate stored collections  Exceptions: Photos, Special, Rare Collections  Storage facilities are nearing capacity  Most have plans for increase of storage capacity  Storage initially filled without consistency in selecting items for storage

OCLC Online Computer Library Center Discussion Group Findings – Facilities  Disparate Findings  Facility Layout / Design  Environmental Conditions of Facilities  Weeding Practices of Facilities  Methods of Addressing Space Limitations

OCLC Online Computer Library Center Discussion Group Findings – Report  Institutions employ various techniques to make weeding / collection decisions  Benchmarking  Circulation Statistics  Item Age, Condition  Availability as e-Content (e-Journals; e-Books less frequent)  Preservation Goals  Report would be useful that draws from other institutions’ collection data for weeding and/or collection decision-making

OCLC Online Computer Library Center Discussion Group Findings – Report  Report Attributes Desired  Physical Location / Ownership of Stored Items  Age of Stored Items  Item is in a Special Collection  Condition of Storage Facilities  Physical Condition of Stored Items  Number of Stored Items  Ability to Export Report to Spreadsheet

OCLC Online Computer Library Center Discussion Group Findings – Report  Report Attributes Desired (Policies)  Knowledge of:  Institutions that don’t weed  Formalized lending, weeding & retention policies  Preservation policies  Last-copy policies  Circulation Availability:  Circulation policies (Does the item circulate?)  Lending policies (How quickly will I receive item I requested; how long will I have the item?)

OCLC Online Computer Library Center Discussion Group Findings – Report  Report attributes needing further discussion 1.Number of Copies per Institution 2.Physical Location of Copies within an Institution  Second Group felt distinction that an item is in Storage versus regular circulating collection is not needed  If it exists within partner’s circulation, assume accessibility to the item 3.Knowledge of Circulation Frequency (low-circulating items)

OCLC Online Computer Library Center Discussion Group Findings – Report  Report “Nice to Have’s”  Knowledge of other institutions’ collection interests  Geographic proximity of other institution  Flag when an item exists in few institutions (rarity)  Scheduled reporting  Consortium-centric reports  Ensure copy preservation within a consortium  Consortial lending agreements  Extra-consortial reports  Preferred partners registry to inform reports

OCLC Online Computer Library Center Discussion Group Findings – Report  Alternative Report Uses  Retention & preservation decisions  Collection development (possibly via integration with ILL policies registry)  Inform other institutions about holdings to increase usage of stored collections

OCLC Online Computer Library Center Next Steps  Confirm questionable report attributes  Identify preliminary steps / groundwork of data / databases needed

OCLC Online Computer Library Center THANK YOU!