niso webinar: tangible assets - management of physical library resources

65
Tangible Assets Management of Physical Library Resources August 10, 2011 Speakers: Valerie Horton, Timothy Cherubini, and David Borycz http://www.niso.org/news/events/2011/nisowebinars/storage/

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Page 1: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Tangible AssetsManagement of Physical

Library Resources

August 10, 2011

Speakers: Valerie Horton, Timothy Cherubini, and David Borycz

http://www.niso.org/news/events/2011/nisowebinars/storage/

Page 2: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Valerie Horton

Executive Director

Colorado Library Consortium (CLiC)

Page 3: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Process

1. Discovery

2. Selection/Request

3. Delivery

“The end user’s experience of

DELIVERY … is as important, if not

more important, than his or her

DISCOVERY experience.”

OCLC Report 2009

Page 4: NISO Webinar: Tangible Assets - Management of Physical Library Resources

DELIVERY GROWTH

• MA: 500% in 10 year

• CO: 211% in 5 years

Page 5: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Delivery is Locally-Based

Page 6: NISO Webinar: Tangible Assets - Management of Physical Library Resources

60- 65%

5-7%

19 -20%

6-10%1.30% 0.50%

Books* Audio Books* VHS/DVDs* Music CDs* Paper, etc Packages

*Data from Colorado, Florida, and Wisconsin

Page 7: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Mini-Survey* Per Piece Pricing (snapshot)

$0.00

$2.00

$4.00

$6.00

$8.00

$10.00

$12.00

$14.00

$16.00

Colorado Library

Courier

UPS Federal Express USPS

Average:

$.47

Page 8: NISO Webinar: Tangible Assets - Management of Physical Library Resources
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Prediction: Gas prices are

Page 10: NISO Webinar: Tangible Assets - Management of Physical Library Resources
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THE GOAL:

improve delivery

performance and

reduce costs

Page 12: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Sections:

1. Introduction

2. Management

3. Automation

4. The Physical Move

5. Taking the next step

6. Bibliography

Page 13: NISO Webinar: Tangible Assets - Management of Physical Library Resources

• Coordination between separate providers

• Governance

• Role of delivery coordinator

• Record keeping guidelines

• Contracting with suppliers

• Delivery policies

• Reducing deliveries

• Home & distance education delivery

• International delivery

Page 14: NISO Webinar: Tangible Assets - Management of Physical Library Resources

• Floating collections

• Closest available copy • Overrides hold queue order

• Delivery sort on route

• Clustering requests• Single container between 2

libraries

Page 15: NISO Webinar: Tangible Assets - Management of Physical Library Resources
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Best manual sort is

600-700 items/hr

› Norm: 400-500

items/hr

Machines can sort

7,500 items/hr

› Less staff

Page 17: NISO Webinar: Tangible Assets - Management of Physical Library Resources
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Label sticking out from topUsing rubberbands to secure label

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Paper Banding Removable adhesive label

Page 22: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Order of Preference

Label Product ExamplesDirect Cost per

UnitWorkflow

ImpactEnviron-mental

Impact

Most

recommended

Least

recommended

Label sticking out

of the top of the

item

Any paper Low Minimal Low

Label sticking out

the top of the itemThermal paper Medium Medium

Poor

(paper is not

recyclable)

Rubber banded

Any heavier/wider

rubber band:

size 64 (3 1/2 x

1/4 ) or 117B (7

x 1/8 )

Low Low Low

Paper bandedAny paper; regular

adhesive tapeLow High Medium

Sticky notes

3M brand

Post-It® notes

1.5 x 2.5

Low Minimal Low

Adhesive

removable labels

Avery 5164

(4 x 3.3 ) or

similar generic

label

Medium Minimal High

Page 23: NISO Webinar: Tangible Assets - Management of Physical Library Resources
Page 24: NISO Webinar: Tangible Assets - Management of Physical Library Resources

No packaging

Rubberband

With Bin

One time or reusable

paper bags

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Tote Lift Assist

Cart with

handle for

bins

Page 28: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Based on an OCLC study by Dennis Massey

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by August 21

http://www.niso.org/workrooms/physdel

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The

End

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Collaborative Retention of

Monographs: Early Thoughts for

Future Action

Timothy Cherubini

Director of Regional Services

LYRASIS

Remarks prepared for the NISO Webinar:

Tangible Assets - Management of Physical

Library Resources

August 10, 2011

Page 32: NISO Webinar: Tangible Assets - Management of Physical Library Resources

“Developing a North American

Strategy to Cooperatively Manage

& Retain Print Collections of

Monographs”

Grant to LYRASIS

from the

Institute of Museum and

Library Services (IMLS)

Page 33: NISO Webinar: Tangible Assets - Management of Physical Library Resources

LYRASIS Grant Partners

• California Digital Library

• Center for Research Libraries

• Committee for Institutional Cooperation

• Occidental College

Page 34: NISO Webinar: Tangible Assets - Management of Physical Library Resources

“Think Tank”

27-28 October, 2010

• 30 library leaders

• Sought to define characteristics of a

collaborative model

• Identified themes

• Possible implementations scenarios

• Issues that require testing or research to

confirm framework for future action

Page 35: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Major Themes & Issues

• Libraries of all sizes are seeking strategies

• Overlap – can it be measured, leveraged?

• “Bibliographic indeterminacy”

• Monographs – more politically difficult,

costly than journals?

• Monographs – disproportionately affect

humanities faculty & students

• User behaviors

Page 36: NISO Webinar: Tangible Assets - Management of Physical Library Resources

“Affinity Groups”

• University Librarians

• Collection Development Officers

• Interested parties from consortia and

professional organizations

Page 37: NISO Webinar: Tangible Assets - Management of Physical Library Resources

University Librarians -

Discussion

• Copyright

• Costs and cost savings

• Subject expertise: How to deploy?

• Over promising what can be accomplished

• Increasing knowledge of the “collective

collection,” including integrity of data

• Engaging faculty and scholarly societies

• Developing a positive vision for shared

collections and services

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Collection Officers -

Discussion

• Developing a positive vision – preserving

the scholarly record

• Developing better data

• Access

• Press on copyright issues

• Notion of acceptable loss

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Consortium Leaders -

Discussion

• How much duplication of holdings is

there?

• What is the role of consortia?

• Who can provide the infrastructure for

collection management at network scale?

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Topical Discussions

• Digital surrogates

• Bibliographic information

• Service models and business models

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Topical Discussion: Digital

Surrogates

• Needs to collectively manage print?

– Open standards-based formats

– Accurate information about quality

– Guidelines for use

– Discoverability

– Reliability

Page 42: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Topical Discussion: Digital

Surrogates

• Topics for further exploration

– Who will retain print copies?

– What are incentives to do so?

– Titles represented in e- now top priority?

– Studies relating online discoverability to print

use

– Balancing reliance of mass digitization and

publisher digitization

Page 43: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Topical Discussion: Bibliographic

Information

• Issues & approaches

– Build on plans, projects underway for journal

archiving

– Linkages between print copies in storage,

print copies in circulation, and digital copies

– Maintaining representatives of all editions

– Agreement needed on cataloging as a

requirement for print archiving

Page 44: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Topical Discussion: Service &

Business Models

• Questions, issues & approaches

– What are the incentives to keep print?

– How can consortia facilitate commitments?

– What services are required?

– What agreements are necessary?

– What kind(s) of organizations are necessary

to manage these efforts?

Page 45: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Implementation Scenarios

• Already in storage

• In Hathi Trust and also in public domain or

published through 1963 or 1976

• Domain-based approach (by LC class

range, subject or discipline)

Page 46: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Grant Conclusion

Continuing Discussion

Ongoing LYRASIS role -TBD

Page 47: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Collaborative Retention of Print Monographs

on the LYRASIS website:

http://tinyurl.com/3p929qb

LYRASIS Collection Development &

Management Advisory Group:

http://tinyurl.com/4x5p2b6

Page 48: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Timothy Cherubini

LYRASIS

Director, Regional Services

Williamstown, MA

[email protected]

800 999 8558 x4992

Page 49: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Storage at The Joe and Rika Mansueto Library

University of Chicago

David BoryczSpecial Projects LibrarianThe University of Chicago Library

Page 50: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Campus Libraries are “functionally full” Print collection continues to grow

Inadequate space for new Library programs and services Collaborative spaces

Technology-equipped spaces

Training and workshop spaces

The Case

Page 51: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Digitization: making print collections obsolete?

Service: delayed vs. real-time collection access?

Impact on existing library buildings

…and Cost?

The Mansueto Library: Considerations

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On-site addition or off-site building?

If on-site, importance of harmony with campus aesthetic?

Book storage: open or closed stacks?

Preservation and conservation of collections

The Mansueto Library: Considerations

OR

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Above-ground facility with compact shelving

Hybrid construct: above-ground compact shelving

underground high-density shelving

Underground high-density shelving

If On-Site…

Page 54: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Designer of Shanghai International Expo Center, Munich Airport Center, Sony Center (Berlin), EU Headquarters (Brussels)

Helmut Jahn

Page 55: NISO Webinar: Tangible Assets - Management of Physical Library Resources

University alumni: Joe Mansueto: A.B., 1978 & M.B.A., 1980

Rika Mansueto: A.B., 1991

Founder of Morningstar, Inc.

“This library combines three of our passions: great design, the free exchange of information and the University of Chicago. That’s why Rika and I couldn’t be more thrilled to be a part of this project.”

Joe and Rika Mansueto

Page 56: NISO Webinar: Tangible Assets - Management of Physical Library Resources

240 ft x 120 ft x 3.5 stories high

The Joe and Rika Mansueto Library

Page 57: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Reading Room, Circulation Service Center, Preservation & Conservation

Page 58: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Grand Reading Room

184 seats with task lighting, electrical power, and laptop lock points3 study carrels for intensive useMulti-function printer/copier/scanner in roomWireless throughout buildingGlass has high-performance low-E coating to reduce heatGlass higher than 18 feet shaded with ceramic frit pattern to reduce glare, heat

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The Reading Room at night

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12 first floor pick stations 3 Special Collections

9 General Collections

Expected 5-minute retrieval time

Material can be requested from any computer at any time

Circulation Service Center

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Below Ground Storage Facility

3.5 million volume capacity in high-density automated shelvingTotal campus capacity: 10+ million volumesHumidity and temperature controlled for optimal preservation environmentSlurry wall construction and pumps with emergency backup to prevent water damage

Page 62: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Bin and Shelf Rack Storage

24,000 bins: 10”, 12” and 15” heights 1,200 shelf racks: 3’x5’x6’

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Loading 1 Million volumes June – September 2011

Approximately 70 student staff working 1,000-1,200 hrs/wk

Utilizing 12 workstations with a goal of 20,000 items per day

Materials coming from numerous different locations requiring: Record changes in the catalog

Cleaning

Sorting

Preservation review

Currently at 640,000 items loaded

Loading the System

Page 65: NISO Webinar: Tangible Assets - Management of Physical Library Resources

Thank you!

Questions?

mansueto.lib.uchicago.eduDavid BoryczSpecial Projects Librarian