1. UK Research Reserve: The Way Ahead... Frances Boyle UKRR Manager UKSG Conference 30th March - 1st April

2. What I’ll be covering.. What is it? Why it is? The story so far Phase 2 - Current activity Future plans Over to you...

3. UKSG Conference 30th March - 1st April UKRR is… A collaborative, coordinated and sustainable approach to long-term retention, storage and access to low use print research journals.

4. UKSG Conference 30th March - 1st April Why it is - 1 Timing was right Responds to some key drivers:  space pressures  funding for additional space – low priority  move to centralise libraries  online archives – sustainable access  inclusive of many key stakeholders  joined up approach

5. UKSG Conference 30th March - 1st April Why it is? - 2 Need to:  co-ordinate de-selection of low-use print journals  provides trusted storage  offer a joined-up approach  deliver services which evolve with the user base  releases space to support the research & learning communities

6. UKSG Conference 30th March - 1st April Why it is? - 3 UKRR delivers:  Quick and easy access to research material  Coordinated retention of print journals  Collaborative storage of print journals  Release of space for other initiatives  Economic advantages

7. UKSG Conference 30th March - 1st April Story So Far - 1 Phase 1 pilot – 1/07 – 08/08 Funded by HEFCE c£700k Partners  British Library  Birmingham  Cardiff  Exeter (joined later)  Liverpool  Imperial College London  Newcastle (joined later)  Southampton  St Andrews

8. UKSG Conference 30th March - 1st April Story So Far - 2 Methodology:  Libraries prepare list of journals  Identification of material  British Library processing: Automated matching against holdings already in UKRR collection at the BL Holdings checks at the BL c. 2% of HE selections requested by BL to fill gaps

9. UKSG Conference 30th March - 1st April Story So Far - 3 Methodology:  Global holdings checks in the HE sector/ scarcity  Retentions of items required by UKRR minimum of 3 copies in system  Catalogue changes  Disposal

10. UKSG Conference 30th March - 1st April Story So Far - 3 Imperial College: a case study  De-duplication completed  Removed 3,000m of journals  Reused space for new student centric learning facilities 39 new student study spaces

11. UKSG Conference 30th March - 1st April Stacks at IC Central Library Newly refurbished group study area

12. UKSG Conference 30th March - 1st April Story So Far - 4 Southampton: a case study  De-duplication completed  Removed 1,400m of journals  Reused space for more study desks

13. Empty shelves at Hartley Library, Southampton New study spaces at Hartley Library, Southampton

14. UKSG Conference 30th March - 1st April Story So Far - 5 Key achievements of the pilot phase :  Over 11,000 metres of shelf space released  More than 8,000 titles held in the RR  BL collections strengthened  Established a good working relationship between HE & BL  Space released is being fully exploited  Proof of concept

15. UKSG Conference 30th March - 1st April Lessons learnt -1 Phase 1 challenges:  Cross sector workings  Advocacy with academics is crucial and unpredictable local advocacy at the micro and macro level  Time intensive  Data challenges - consistency, quality, timeliness

16. UKSG Conference 30th March - 1st April Lessons learnt -2 Phase 1 challenges (con’t):  Scheduling Staffing Library calendar  Logistics: Transportation Disposal  Different approaches to journal selection

17. UKSG Conference 30th March - 1st April UKRR Phase Two - 1 How different from Phase 1?  Key aims remain: Storage Access Collaborative collection management  Key partners remain  Scale -100 km shelf space to be released  Impact - cascade across the sector  Funding available  Sustainability: sector cultural shift

18. UKSG Conference 30th March - 1st April UKRR Phase Two - 2 Management & governance:  HEFCE awarded £9.8m  Advisory Board representing key constituents e.g. HEFCE, BL, HE, RIN, SCONUL etc  Programme led by Imperial College London  SLAs between the main partners

19. UKSG Conference 30th March - 1st April UKRR Phase Two - 3 Business model underpins core aims  Storage: UKRR Subscription Subscription to join UKRR Annual storage cost = £1.3m (BL 80% HE 20%)  CCM: De-duplication £5.6m for journal de-duplication across the 5 yrs £26.16 per linear metre Target 100,000 metres over 5 years  Access: document supply via BL

20. UKSG Conference 30th March - 1st April UKRR Phase Two - 5 JISC BandAnnual Subscription Fees (£) A-C10,000 D-F 7,500 G-J 5,000 UKRR members have access to de-duplication funds. Subscription funds are based on JISC bands

21. UKSG Conference 30th March - 1st April UKRR Phase Two - 6 Member benefits:  Access to funds for de-duplication process  Advocacy – positive story  Planning process  Part of co-ordinated national initiative

22. UKSG Conference 30th March - 1st April Current activity - 1 Phase Two was officially launched in February Currently at the planning stage Expression of Interest forms available on the web site Announcing invitation to join in the early summer

23. UKSG Conference 30th March - 1st April Current activity - 2 Building on the toolkits and support material from the pilot phase Advocacy Close collaboration with BL re nuts & bolts Talking to other players e.g.MIMAS, SUNCAT

24. Website – www.ukrr.ac.uk  107 unique visitors  595 pageviews  Joining page is second most popular after home page

25. UKRR Ready – 1 If you’re considering joining then:  Refer to the support material when available  Take account of local library and UKRR deadlines  UKRR as part of collection management  Obtain academic and institutional support  Demonstrate how the released space will be used  Identify a local UKRR contact

26. UKRR Ready - 2 Consider:  List profile: more efficient long runs - easy wins don’t ignore the short runs - unearthed some gems  ISSNs Impacts on processing time  Review e holdings may help inform selection consider low use journals regardless of format

27. UKSG Conference 30th March - 1st April UKRR Phase Two Challenges – include:  People: logistics organisational change – ‘JIT v ‘JIC’, size matters... ownership - access continuum x sectoral relations e.g. libraryland, funders, partners, faculty etc.

28. UKSG Conference 30th March - 1st April UKRR Phase Two Challenges – include:  Data: quality retrievability accessibility timeliness workflows – robust & sustainable trust – need to support decisions

29. UKSG Conference 30th March - 1st April UKRR Phase Two Challenges – include:  Money: value for money - big picture cost benefit – opportunity costs from funded project – sustainable service

30. UKSG Conference 30th March - 1st April UKRR: Long term future By 2014 UKRR - sustainable A positive partnership in action.. What next?  Other sectors e.g. Learned societies..  Monographs..  Grey literature..

31. UKSG Conference 30th March - 1st April Questions? Over to you…

32. Lewin Force Field Exercise

33. UKSG Conference 30th March - 1st April Frances Boyle UKRR Manager ukrr@ukrr.ac.uk www.ukrr.ac.uk