1. OCLC Research Library Partner Briefing November 2011 Hello!

2. OCLC Research Library Partner Briefing November 2011 OCLC Research Library Partnership – Presence & Reach San Mateo, CA Dublin, OH Leiden, NL

3. OCLC Research Library Partner Briefing November 2011 OCLC Research Library Partnership US & Canada (Americas) 119/78% Asia- Pacific 7/4% Europe & Middle East (EMEA) 27/18%

4. OCLC Research Library Partner Briefing November 2011 OCLC Research Library Partnership 153 Partners At September 2011 50% of ARL 62% of RLUK 24 of top 26 in THE World University

5. OCLC Research Library Partner Briefing November 2011 Libraries at 25 of the top 30 world universities are OCLC Research Library Partners = not yet affiliated

6. OCLC Research Library Partner Briefing November 2011 A few of our newest Partners The Royal Danish Library (DK) The Tate Gallery, University of York, LSE (UK) The Universities of Utrecht and Amsterdam (NL) The Universities of Auckland (NZ), La Trobe (AU), and Hong Kong The Universities of British Columbia, Manitoba and Montréal (CA) Dartmouth College and Notre Dame University (US)

7. OCLC Research Library Partner Briefing November 2011 OCLC Research work agenda Research Information Management Opportunities for libraries in support of research process and outputs Mobilizing Unique Materials Describe, disclose, discover, deliver effectively Metadata Support and Management New models, workflows for network level services Infrastructure and Standards Support Support new architectures and their adoption System-wide Organization Cooperative models of acquiring and managing collections User Behavior 123456123456 DEFINE FUTURE RESEARCH LIBRARY SERVICES – REVITALIZE OUR VALUE PROPOSITION TRANSFORM OUR CURRENT OPERATING PRACTICES AND PROCESSES – IMPLEMENT SYSTEMIC CHANGE

8. OCLC Research Library Partner Briefing November 2011 ARL Transforming Research Libraries Committee Surveyed directors for top three areas that ARL should emphasize on behalf of members over next 2 years.

9. OCLC Research Library Partner Briefing November 2011 OCLC Research Library Partner Collections Assessment

10. OCLC Research Library Partner Briefing November 2011 OCLC Research Library Partner Collections Assessment Advisory Group (2011-2012) Steve Bosch Materials Budget Procurement & Licensing Librarian, University of Arizona Caroline Brazier Director of Scholarship & Collections, British Library David Seaman Associate Librarian for Information Management, Dartmouth College Tom Teper Associate Dean of Libraries & Associate University Librarian for Collections, University of Illinois, Urbana-Champaign Ann Thornton Interim Director of NYPL Libraries & Director of Reference and Research Services, New York Public Library Bert Zeeman Deputy University Librarian & Faculty Librarian for Humanities, Universiteit van Amsterdam

11. OCLC Research Library Partner Briefing November 2011 OCLC Research. Analysis based on WorldCat and HathiTrust snapshot data. Data current as of June 2011.

12. OCLC Research Library Partner Briefing November 2011 S A M P L E OCLC Research. Analysis based on WorldCat and HathiTrust snapshot data. Data current as of June 2011.

13. OCLC Research Library Partner Briefing November 2011 S A M P L E Subject distribution of ‘Sample University’ titles duplicated in HathiTrust Digital Library OCLC Research. Analysis based on WorldCat and HathiTrust snapshot data. Data current as of June 2011.

14. OCLC Research Library Partner Briefing November 2011 S A M P L E System-wide print distribution of ‘Sample University’ titles duplicated in HathiTrust Digital Library OCLC Research. Analysis based on WorldCat and HathiTrust snapshot data. Data current as of June 2011.

15. OCLC Research Library Partner Briefing November 2011 Born Digital: An Archival Approach

16. OCLC Research Library Partner Briefing November 2011 Assumptions 1.The average research library has made limited progress with born- digital materials beyond IRs. 2.Archivists can and should be major players in digital library development. 3.Archival approaches to date have focused on complex solutions. 4.Resources are very limited. 5.Most institutions need a “baby steps” approach to get started.

17. OCLC Research Library Partner Briefing November 2011 Taking Our Pulse: The OCLC Research Survey of Special Collections and Archives http://www.oclc.org/research/publications/library/2010/20 10-11.pdf

18. OCLC Research Library Partner Briefing November 2011 Among our key U.S./Canada findings … “Your three most challenging issues” 1.Space 2.Born-digital materials 3.Digitization Tough economy renders “business as usual” impossible; 75% of library budgets diminished ----- Survey population: 275 research libraries in U.S. and Canada

19. OCLC Research Library Partner Briefing November 2011 Top education and training needs 1.Born-digital materials: 83% 2.Information technology: 65% 3.Intellectual property: 56% 4.Cataloging and metadata: 51%

20. OCLC Research Library Partner Briefing November 2011 Born-digital archival materials Digital materials currently held by: 79% Holdings reported by: 35% Percent held by top two libraries: 51% Percent held by top 13 libraries: 93% Assignment of responsibility for born-digital management made by: 55% We conclude that collecting is generally reactive, sporadic, limited.

21. OCLC Research Library Partner Briefing November 2011 Born-digital: Impediments

22. OCLC Research Library Partner Briefing November 2011 In sum, born-digital materials are … Undercollected Undercounted Undermanaged Unpreserved Inaccessible American Heritage Center

23. OCLC Research Library Partner Briefing November 2011 Our born-digital special collections project

24. OCLC Research Library Partner Briefing November 2011 Why this project? Majority of research libraries have yet to take even baby steps in born-digital management. Majority of archivists have yet to take action because they think they don’t know enough, don’t have specialized resources, are generally intimidated, need guidance on how to conquer fear and take initial steps. Research library directors often don’t know how/why archivists’ skills and expertise are broadly relevant to library-wide management of digital library content.

25. OCLC Research Library Partner Briefing November 2011 Objectives Explore where “special collections and archives” intersect with “born digital” and “digital library” Articulate the relevant skills and expertise held by archivists Describe how these pertain to various types of born-digital material Outline “baby steps” to begin preserving physical media

26. OCLC Research Library Partner Briefing November 2011 Target audiences Research library directors and higher administration Archivists and special collections librarians Other research library specialists Collection development Digital library Information technology Institutional repository Metadata Scholarly communications Web development

27. OCLC Research Library Partner Briefing November 2011 Born-digital archival materials are … Audio Databases Email Institutional records Manuscripts Moving images Photographs Publications Social media Static data sets Textual documents Video games Websites Works of art … and more American Heritage Center

28. OCLC Research Library Partner Briefing November 2011 There is no one-size-fits-all solution for managing born-digital content.

29. OCLC Research Library Partner Briefing November 2011 Archival skills and expertise Appraisal Authenticity Collective metadata Collection development Context Deeds of gift Donor relations Hierarchical relationships Intellectual property Legal issues Preservation as permanence Privacy and confidentiality Provenance … but we need new skills too

30. OCLC Research Library Partner Briefing November 2011 Know your digital donors Primary/core identities? Work products? Habits? Relationship between physical and digital content? Equipment? Storage locations? Restricted information? Naming conventions? “Deleted” files? Cloud content? “Digital will”

31. OCLC Research Library Partner Briefing November 2011 Manage sensitive personal information Social Security numbers Bank account numbers Passwords Medical records Counseling records Student records Employment records Materials covered by attorney-client privilege Research data related to human subjects Federally classified or federally restricted materials Kirschenbaum & Nelson, RBS L-95, 2011

32. OCLC Research Library Partner Briefing November 2011 Collections management baby steps Inventory what you have Types of physical media? Estimated number of gigabytes? Maximum per physical object Initial appraisal What types of content? Level of significance/uniqueness?

33. OCLC Research Library Partner Briefing November 2011 Organizational baby steps Make friends with IT Promote your skills Keep pursuing educational opportunities … and learn by baby steps.

34. OCLC Research Library Partner Briefing November 2011 Technical baby steps Learn BASIC “do no harm” file management Capture metadata Identify file formats Virus scans Bit imaging Checksums Stanley Fish Papers, Univ. of California, Irvine

35. OCLC Research Library Partner Briefing November 2011 Technical baby steps Photograph physical media Transfer from physical media to secure storage Make copies; keep archival copy Document all actions Who did what? Source of metadata Smithsonian Archives

36. OCLC Research Library Partner Briefing November 2011 Identify your low-hanging fruit Contemporary physical media & file formats Creator-curated email: convert to PDF Photographs: expose on Flickr Text documents: convert to PDF Web pages: select a harvester and go for it … and what else?

37. OCLC Research Library Partner Briefing November 2011 Ignore this (for now)!

38. OCLC Research Library Partner Briefing November 2011 Ignore this (for now)! Kirschenbaum & Nelson, RBS L-95

39. OCLC Research Library Partner Briefing November 2011 Time- bound, privileged access to outputs Benefits of Partnership? Annual Comparative Collection Profile A seat at the table Direct, consultative access to staff

40. OCLC Research Library Partner Briefing November 2011 Thank you! Merrilee proffitm@oclc.org Jackie dooleyj@oclc.org Titia Coming soon!