1. Collaboration in the Cloud Laine Farley Executive Director 10 May 2012

2. Why should we collaborate beyond UC? Over 30 years… Regional Library Facilities

3. What is the ROI on Collaboration? Create collective impact through partnerships and networks – Share wealth (resources), expertise and power with peers – Share leadership throughout networks Engage in both direct service and advocacy – Meet immediate needs and help reform larger systems Master the art of adaptation – Modify tactics, respond quickly, innovate constantly OCLC: “Game Changers for Groups & Consortia” from Foundation Strategy Group (Crutchfield, Kramer, Kania)

4. Case Studies “build a reliable and increasingly comprehensive digital archive of library materials converted from print that is co-owned and managed by a number of academic institutions.” “ organize a distributed print repository service among research libraries in the western region of the United States. The initial focus of WEST will be on consolidating and validating retrospective print journal backfiles.” “a distributed framework for open, persistent, robust, and secure access to well-described and easily discovered Earth observational data”; supported by the NSF as one of the initial DataNets; Data Observation Network for Earth “dedicated to improving the scholarly and public quality of research”; provides the leading open source software for journal and conference management and publishing “establish easier access to research data on the Internet; increase acceptance of research data as contributions to the scholarly record; support data archiving”

5. IMPACTADVOCACYLEADS TO… Over 60 research librariesRights management Scholars open their works Authors Guild lawsuit! 3M public domain works Print collection management UC Reprints Service 10M volumesPreservation Digital Preservation Network Full text searchDigital scholarship HathiTrust Research Center (Indiana, UIUC)

6. IMPACTADVOCACYLEADS TO… 103 libraries in 17 statesPreserve the scholarly print record 25 year commitments 8,000 journal runs 150,000 vols. 2.75m records CRL Print Archives Preservation Registry (PAPR) Policies for accessRecord commitments OCLC practices/policies WEST member policies Equates to 1M vols. in member libraries Reallocate physical space

7. IMPACTADVOCACYLEADS TO… 15 institutions, agencies, data repositories, observatories, libraries Enable long-term preservation of diverse multi-scale, multi- discipline, and multi- national observational data 7 funders Data @ network level; 3 coordinating; 6 member nodes Open data Merritt as data node Data managementBest practices DMPTool DCXL

8. Curation repository open to the UC community and beyond Discipline / content agnostic Micro-services architecture Easy-to-use UI or API Primary Functions 1. Deposit 2. Manage (metadata, versions, etc) 3. Access (expose) 4. Share (with other researchers) 5. Preserve

9. Merritt Modes of use Dark archive for important digital assets Bright archive with direct discovery and access Preservation back-end for existing or new discovery and content management systems and services Integration with distributed data grids

10. Data Management Planning – DMPTool Step by step “wizard” Templates and examples Links to institutional resources and agency info Streamline the process to produce a credible and high- quality plan for managing data Allow researchers to focus on research Meeting funding agencies data management plan requirement

11. Surveys indicate: Most researchers are unaware of preservation options Documentation practices are poor Excel is just one tool in workflows Digital Curation for Excel Excel is the database of choice for many researchers How to encourage data sharing, archiving, and publishing ? – Self-description – Enhance discovery – Facilitate the determination of suitability for use Primary Functions 1. Metadata description (through extraction and augmentation) 2. Check export compatibility 3. Transfer to repository

12. IMPACTADVOCACYLEADS TO… 16 member organizations; 4 associates; 12 countries Make data citable, sharable EZID Fee for service: 18 clients; 6 in progress Member meetingsGet credit for data Indexing in WoK, etc. ”Altmetrics” Data publication Moore grant – “Data paper”

13. EZID: Long term identifiers made easy Precise identification of a dataset (DOI or ARK) Credit to data producers and data publishers A link from the traditional literature to the data (DataCite) Exposure and research metrics for datasets (Web of Knowledge) Primary Functions 1. Create persistent identifiers 2. Manage identifiers (and associated metadata) over time 3. Resolve identifiers Take control of the management and distribution of your research, share and get credit for it, and build your reputation through its collection and documentation

14. Vision for a “data paper” Wrap the unfamiliar in a familiar façade Minimally, a cover sheet and a set of links to archived artifacts Cover sheet contains familiar elements: title, date, authors, abstract, identifiers Just enough metadata to permit basic exposure to and discovery – Indexing by services such as Web of Science, Google Scholar – Instilling confidence in the identifier’s stability

15. IMPACT ADVOCACYLEADS TO… Simon Fraser, Stanford, University of Pittsburgh, CDL Open access publishing CDL as development partner 11,500 installations of software globally “proves that open source software can be a game changer in scholarly publishing” eScholarship transitioned from bepress hosting for others? Validation of OA New metrics? Data publication New forms of publication?

16. eScholarship: Open access publishing and institutional repository services OA Publications Journals: 55! Books Gray literature, all sorts Postprints Academic unit collections Multmedia ETDs; Undergrad pubs Tools & Services OJS dev partnership: journal platform, peer review management Print-on-demand/ebooks Streamlined repository submission system Faceted search and browse Multimedia help center resources Robust usage metrics

17. Service landscape Create, edit, share, and save data management plans Open access scholarly publishing: papers, journals, books, seminars & more Curation repository: store, manage, preserve, and share research data Create and manage persistent identifiers Open source curation add-in for Microsoft Excel An infrastructure to publish and get credit for sharing research data

18. Service landscape Create, edit, share, and save data management plans Open access scholarly publishing: papers, journals, books, seminars & more Curation repository: store, manage, preserve, and share research data Create and manage persistent identifiers Open source curation add-in for Microsoft Excel An infrastructure to publish and get credit for sharing research data Digital object and finding aid display and contextualization platforms

19. Challenges and lessons learned Supporting the research lifecycle – getting embedded farther upstream Deploying simple and flexible infrastructure and services that can be used in diverse ways Start small: provide simple solutions that build up to solve more complex problems Take advantage of opportunities; perfection comes later Collaborate now more than ever!

20. What does this mean for you? Source: http://www.flickr.com/photos/striatic/2192189572/sizes/m/in/photostream/ How can HathiTrust and WEST help with print management challenges? How can HathiTrust serve researchers’ needs? How is scholarly practice changing in your subject area? Do the tools and solutions for data management work for your discipline? Do the tools and options for publishing apply?

21. Are more collaborations in our future?

22. Your turn