Big Heads July 10, 2009 Next Generation Technical Services Rethinking Library Technical Services for the University of California

Next Gen Tech Services (NGTS) Context Bibliographic Services Task Force Report 2005: next steps Catalysts for Change Community Thinking NGTS Initiative Guiding Principles Values Objectives Goals Information Types NGTS Organization TimeFrame

BSTF Report 2005 “Within Library workflows and systems too much effort is going into maintaining and integrating a fragmented infrastructure. We need to look seriously at opportunities to centralize and/or better coordinate services and data, while maintaining appropriate local control, as a way of reducing effort and complexity and of redirecting resources to focus on improving the user experience.”

BSTF Report: Next Steps Rearchitect cataloging workflow Select the appropriate metadata scheme Manually enrich metadata in important areas Automate Metadata Creation Supporting Continuous Improvement

Catalysts for Change: Beyond Cataloging and Bibliographic Services LC Final Report of the Working Group on the Future of Bibliographic Control Next-Generation Melvyl Requires harmonization of UC cataloging policies and process revisions for effective implementation Requires cooperative approaches to acquisitions practices Requires new ways of working with vendors (book and subscription agents) Mass Digitization Hathi Trust Web Archiving Expose Hidden Collections Manage the life –cycle of born-digital and other emerging formats UC-wide and campus financial pressures

Community Thinking “A White Paper on the Future of Cataloging at Indiana University” (January 2006) “ Better technological support for the cataloging process will assist catalogers in removing redundancies among and within institutions, allowing cataloging professionals to spend more time performing expert tasks.” “The Changing Nature of the Catalog and its Integration with Other Discovery Tools” a.k.a. “The Calhoun Report” prepared for LC (March 2006) “… implementation issues associated with … innovation and cost reduction … include some technical but mostly organizational hurdles. To succeed … research libraries will need to master organizational change management and achieve unprecedented levels of collaboration with peers and external partners.

Community Thinking “On the Record: Report of The Library of Congress Working Group on the Future of Bibliographic Control” (January 2008) final.pdf “Although cataloging will and must continue to play a key role in bibliographic control, today there are many other sources of data that can and must be used to organize and provide access to the information universe. To take advantage of these sources, it is necessary to view bibliographic control as a distributed activity, not a centralized one.” “No Brief Candle” (August 2008) “ The current model of the library as a stand-alone service provider to the university is obsolescent.” “The Extended Library Enterprise: Collaborative Technical Services & Shared Staffing” (February 2009) action/collaborative_ts/extended_library_enterprise_final.pdf “It is almost impossible to overstate the cultural shift that must occur for any of these ideas to really work.”

UC NGTS Rationale Scale and Web-scale The Meltdown: Funding Space User Expectations Expose full range of UC Collections

NGTS: Charge Develop a framework for the next three to five years for Next Generation Technical Services for the UC Libraries. The Steering Team will: address the broad transformative changes that will move technical services to the network level and that will reap the benefits of collaborative technical services identify areas of coordination and collaboration among the UC Libraries technical services operations quickly implement identified “low ‐ hanging fruit” changes

NGTS Scope: Guiding Principles Infrastructure to support Next Gen UC collections Broad access to and easier discovery of collections Culture of continuous improvement of services applied to scholarly content Organize system-wide technical services Develop standards of practice to achieve efficiencies and include a broader scope of content

NGTS Values Speed processing System-wide Technical Services, single enterprise Start with existing metadata that is “good enough” from all available sources Continuous improvements to “good enough” from beyond UC Libraries: expert communities, vendors, other libraries Eliminate redundant work UC Collections easily found and used Focus cataloging and other metadata description efforts on unique resources

OBJECTIVES “… from shared cataloging to integrated cataloging : a vision in which the system adopts a single set of standards and policies, eliminates duplication of effort and local variation in practice, and leverages access to language and subject expertise in order to create a single copy of a bibliographic record for use by the entire system.” “… seek to articulate similarly broad visions that will engage and challenge the expertise of all of our libraries’ staffs in acquisitions, cataloging, metadata, digitization, and preservation.”

Goals Redefine, break down the silos of TS functions Collaborative approval plans Collaborative outsourcing and other vendor services Improved tools for system-wide acquisitions & cataloging Technical Services at the network level Less redundant work  Campuses focus on local priorities More collections managed with less total FTE

User Environment Library and Network Resources Collection Management Environment Commonly Held (Roman Scripts) Commonly Held (Non- Roman Scripts) UC Unique Collections 21 st Century Resources MetadataContentGet itManage itSelect itFind it

NGTS Organization Executive Team Steering Team Cross-functional teams for each information resource type

Time Frame Team reports due Oct – May 2010 Implementation 2010+

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