Next Generation Technical Services

Rethinking Library Technical Services for the University of CaliforniaR Bruce Miller

University of California

One University, One Library

800 km

Davis

Berkeley

Merced

San FranciscoCDL

Santa Cruz

Santa Barbara

Los Angeles

Irvine

San Diego

Riverside

Catalysts for change Next-Generation Melvyl

mandates to change acquisitions practice, cataloging policies, processes, book and subscription vendor relationships

overwhelming amount of digital information mass digitization, web archiving, hidden

collections, lifecycle data curation radically declining fiscal resources

Why NGTS? support Next Generation Melvyl (NGM) next step in strategic plan improve technical services integration with

NGM build on past collaborative successes

e.g., Shared Cataloging Program and CDL Acquisitions

leverage scarce staff expertise within UC expand staff expertise beyond MARC formats increase capacity for new projects

Goals speed processing and minimize delay in

access ensure that all UC collections are easily found

and used expand and enhance collection management

with fewer FTE enable local library focus on local priorities

Vision: specific create a single copy of a bibliographic record

for use by the entire system adopt a single set of standards and policies eliminate duplication of effort and local

variation in practice

Vision: broad leverage language and subject expertise engage and challenge all staff in acquisitions,

cataloging, metadata, digitization, and preservation

Fundamental strategies move technical services to network level

from shared data to integrated create 3 to 5 year framework for NGTS for UC seek broad transformative changes implement quickly wherever possible

Specific strategies view all of technical services as system-wide,

single enterprise eliminate redundant work focus original cataloging and metadata

description on unique resources accept “Good Enough” as a foundation

start: existing metadata from all available sources

then: continuous improvement from expert communities, vendors, other libraries

collaborative approval plans, outsourcing, vendor services

NGTS Organization Executive Team Steering Team Resource Teams

Commonly-held Content in Roman Script Commonly-held Content in Non-Roman Script UC Unique Collections 21st Century Emerging Resources

NGTS Executive Team charged by University Librarians

very important guide Steering Team make resource allocation and other high‐level

decisions develop needed policy for approval by the

University Librarians

NGTS Steering Team develop framework for next three to five years propose broad transformative changes to

move technical services to the network level identify areas of coordination and

collaboration quickly implement “low‐hanging fruit”

changes (with approval from the Executive Team)

NGTS Resource Teams Commonly Held Content in

Roman Script Licensed resources Print publications Reformatted: digitized,

microfilmed Audio-visual materials Images Born digital publications

UC Unique Collections Special Collections Archives Theses and dissertations UC scholarship Images

Commonly Held Content in Non-Roman Script Licensed resources Print publications Reformatted: digitized,

microfilmed Audio-visual materials Images Born digital publications

21st Century Emerging Resources Harvested websites and

resources Scholarly websites Blogs and integrating

resources Maps GIS Datasets

NGTS Resource Teams charge engage stakeholders research best practices develop 1 to 3 models for transformative

change include processes for selection, acquisition,

cataloging, preservation, reformatting assess outsourcing include options for system-wide organization of

technical services

NGTS Process breadth and depth of expertise on all teams exhaustive consultation

ULs, SOPAG, CDC, HOPS, HOTS, LTAG, RSC, SCO, CAMCIG, ACIG, SCP, PAG, HOSC, UCAC …

communicate, communicate, communicate web site and wiki listservs, email updates campus forums, facilitated group processes

Phase 1: July-Oct 2009 research existing best practices and current

initiatives within UC and beyond interview stakeholders and experts identify organizational structures collect evidence for proposed solutions, including

throughput and discovery statistics describe when collaborative approaches to technical

services ought to be considered/not considered describe when/if a collaborative technical services

approach depends upon a shared UC collections approach

consider vendor or other contracting solutions when appropriate

Phase 2: Nov 2009 – Feb 2010 outline proposed models

include selection, acquisition, cataloging, [electronic] resource

management, harvesting, access services, digitization, preservation, or other relevant functions

propose workflows, policies and best practices needed, new

tools, services, organizational structures, funding models, governance models

identify resource needs money, staff, space

articulate collection development model to fit proposed technical service model

Phase 3: March – May 2010 analyze proposed models

use Strength, Weakness, Opportunity, Threats analysis (SWOT)

propose assessment process monitor throughput and human resource cost over time provide evidence of improvement in users’ ability to

easily find and use materials

NGTS online

http://libraries.universityofcalifornia.edu/about/uls/ngts/