Big HeadsJuly 10, 2009

Next Generation Technical ServicesRethinking Library Technical Services for the University of California

Next Gen Tech Services (NGTS) Context

Bibliographic Services Task Force Report 2005: next steps

Catalysts for ChangeCommunity ThinkingNGTS Initiative

Guiding PrinciplesValuesObjectivesGoals

Information TypesNGTS OrganizationTimeFrame

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 workflowSelect the appropriate metadata

schemeManually enrich metadata in important

areasAutomate Metadata CreationSupporting 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 MelvylRequires harmonization of UC cataloging policies and

process revisions for effective implementationRequires cooperative approaches to acquisitions practicesRequires new ways of working with vendors (book and

subscription agents)Mass Digitization

Hathi TrustWeb ArchivingExpose Hidden Collections Manage the life –cycle of born-digital and other

emerging formatsUC-wide and campus financial pressures

Community Thinking “A White Paper on the Future of Cataloging

at Indiana University” (January 2006) http://www.iub.edu/~libtserv/pub/Future_of_Cataloging_White_Paper.pdf

“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)

http://www.loc.gov/catdir/calhoun-report-final.pdf

“… 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)

http://www.loc.gov/bibliographic-future/news/lcwg-ontherecord-jan08-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)http://www.clir.org/pubs/abstract/pub142abst.html

“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)

http://www.orbiscascade.org/index/cms-filesystem- 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 RationaleScale 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 processingSystem-wide Technical Services, single

enterpriseStart with existing metadata that is “good

enough” from all available sourcesContinuous improvements to “good enough”

from beyond UC Libraries: expert communities, vendors, other libraries

Eliminate redundant workUC Collections easily found and usedFocus 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 functionsCollaborative approval plansCollaborative outsourcing and other vendor

servicesImproved tools for system-wide acquisitions &

catalogingTechnical Services at the network levelLess redundant work Campuses focus on

local prioritiesMore 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

21st Century

Resources

Metadata

Content

Get it

Manage it

Select it

Find it

NGTS Organization

Executive Team

Steering Team

Cross-functional teams for each information resource type

Time Frame

Team reports due Oct. 2009 – May 2010

Implementation 2010+

Follow developments at the web site:http://libraries.universityofcalifornia.edu/about/uls/ngts/

Questions/Comments