1. State of the Cooperative Kate Nevins April 22, 2010 ASERL Update

2. Membership 98% retention rate through first year Dues levels set for 2010/11 –85% of members - dues decrease or remain same –$600K decrease in revenue for LYRASIS Member visits this year: 449+ Members conferences, meetings and forums: 57

3. Organizational Integration Operational integration: programs and staff complete Systems: PALINET/SOLINET systems integrated on April 1 Final integration (integrating NELINET info/systems) by July 1.

4. Finances (YTD) membership: slight deterioration decreased operating expenses by 12% staffing decreased by 24% revenue from vendor products: stable professional services: stable

5. BCR Update “Partners in Transition” October 1/December 30 Critical mass Cost control Service expansion

6. LYRASIS Member Survey: Fall 2009 Approx 6,500 survey invitations sent; 1573 replies (24% response rate) 2/3 respondents from academic libraries 18% of respondents from libraries with budgets of $5M or greater vast majority of items listed will either increase or stay the same: Libraries are taking on much that is new, but dropping very little.

7. Members’ Anticipated Changes

8. Members vs Staff Expectations

9. Members: Environmental Changes Environmental Change Will increase (%) Will stay about the same (%) Will decrease (%) Mobile technology73%26%1% Digitization of local collections70%28%2% Social networking68%31%1% Web site content management66%33%1% Distance learner support67%31%2% E-resource access systems (portals)65%34%1% Virtual reference64%34%2% Metadata for local digital materials64%34%2% Open source software63%36%1% E-resource management system62%36%1% Outcomes-based assessment61%37%1% Information literacy58%40%2% Cloud computing (hosted technology)57%41%2% E-reserves53%42%5% Cooperative collection (content) management 47%51%2% Document delivery (non-returnables)47%48%5% Google Books44%53%3% Improving facilities (new or renovated)47%45%8% Intellectual property rights management40%59%1% Regional catalog & resource sharing41%56%3% Institutional repositories44%49%7% Document delivery (returnables)41%52%7% Preservation (of all formats)40%53%7% Leadership development35%62%3% Local integrated library system31%64%5% Off-site storage of physical collections33%57%10% Cataloging19%65%16% Significant increase Stay about the same Little or no change

10. What “Local Touch” Means

11. How We Are Using These Data Business planning: current and new services based on member interests New product/program implementation Continued member engagement Evaluate organizational structure and culture

12. New Service Implementation Collaborative print repository project: IMLS planning grant submitted Mellon-funded Open Source business analysis underway Introduced Safe Sound, True Serials and TLC Evaluating SkyRiver cataloging services

13. Preservation and Digitization Preservation: Received $450K NEH grant to continue field services Mass digitization: Half way to goal! Sloan subsidy to expire in early 2011.

14. New Board Members Kimberly Matthews, Director, Trenton (NJ) Free Public Library John Szabo, Director, Atlanta/Fulton County Public Library M.J. Tooey, Associate Vice President, Academic Affairs, University of Maryland Kendall Wiggin, State Librarian, Connecticut State Library

15. Strategic Plan Transform libraries, operations and technologies to meet the needs of tomorrow’s library users. Expand the availability of content while controlling its costs.

16. Questions Contact: Kate Nevins 800.999.8558 kate.nevins@lyrasis.org www.LYRASIS.org