ALA Midwinter Conference Denver, CO 2018 WEST Members Meeting ALA Midwinter Conference Denver, CO 2018

Topics Introductions Membership Update Archiving Update Systems Development WEST and Rosemont Program Officer Recruitment 11 February 2018

69 institutions west of the Mississippi Member Types 69 institutions west of the Mississippi All Members Access to archived titles Can nominate titles AGUA On-Demand collection comparison reports Full Members Archive Holder eligible Unarchived holdings are eligible for inclusion in WEST collection analyses Use AGUA and JRNL to expose and fill gaps 11 February 2018

Membership 11 February 2018

Membership Fees Update Milestones for 2017 Transition from NCES EXTOT to IPEDS LEXTOT for generating member fees Final year of increases to replace grant funding (28%  25%) Release of the 2017-2019 three-year schedule of member fees for long-range planning purposes With 2018, increases plateau to 3% Ongoing assessment of fee schedule and tiers Member fees, transition to iPEDs, and sustainability this year The Executive Committee approved the next three-year schedule of member fees for longer-range planning purposes. That schedule was included in member invoice letters and is published on the WEST wiki. Member fees cover services performed in the calendar year between January and December 2017. This year, with your support, WEST will reach another major milestone: sustainability as a fully-member supported program. This is the last year in which member fees were increased to replace grant funding. The WEST Executive Committee has continued to listen to your feedback and has made strides to continue to reduce costs and provide core value. The committee approved a 25% increase this year, which is slightly lower than the 28% projected and originally communicated to members for this year. From now on, fees are expect to maintain a steady state increase at 3%. In 2017, we also began the transition from the National Center for Education Statistics (NCES) to the Integrated Postsecondary Education Data System (iPEDs) as the basis for determining member fees. WEST Member fees continue to be defined based on a table of fixed fees based on library expenditures. In 2017, library expenditures were calculated using a two-year average (NCES 2012 EXTOT and iPEDs 2014 LEXTOT) which was determined to be the most advantageous approach to transitioning from NCES to iPeds for the most members. 11 February 2018

Individually, Members Support Membership Fees Cover Collections Analysis and Decision Support Systems Development Active archive creation at 6 builder institutions for higher risk materials Collaboration and outreach Program, membership, and financial administration Individually, Members Support 11 February 2018

Q&A 11 February 2018

Shared Responsibility WEST Archiver Holders 11 February 2018

Archiving Progress 11 February 2018

WEST Archived Titles (Bronze) (Silver) (Gold) *Includes titles for which there is abstracting and indexing electronic availability and titles with no clear electronic availability. 11 February 2018

Collections Analysis for Cycles 8 and 9 January, 2018 AGUA Database Preparations February, 2018 Group Analysis Begins (OCC) April, 2018 Proposed Commitments Posted May, 2018 Libraries Declare Commitments (simultaneously disclosing Cycle 7 archived material) Unarchived holdings data from 65 different OCLC symbols 1,922,108 records loaded 11 February 2018

Archived titles disclosed by other programs AGUA Refresher WEST disclosures of archived titles Archived titles disclosed by other programs 11 February 2018

Completed AGUA Phase 3 Systems Enhancements Preparing for Phase 4 Systems Development Phase 3 Enhancement Description Purpose Development Complete On Demand Collection Comparison Report Support Serial Review and Overlap Analysis Re-propose to Other Institutions Strategically Propose Journals to Maximize Commitments Download/Display Summary by Institution and Summary by Category Reports Allow Non-Administrator WEST Member Users to Download Reports ISSN Retrieval Reveal Additional Holdings for Group Analysis Additional Bibliographic Fields for Group Analysis Additional Data to Determine Priority of Selections All & Others Report for Collections Analysis Analysis for Distribution of Member Holdings, Space Availability, and Last Copies WEST Member Collection Management WEST Back-End Collection Analysis

AGUA Systems Development Phase 4 Jan/Feb, 2018 Scope wish-list March-Sept, 2018 Priority-setting with WEST governance groups; functional requirements Oct-Dec, 2018 Technical specifications January, 2019 Development work begins 11 February 2018

Q&A 11 February 2018

Collaboration with other programs An alliance of shared print journal programs http://rosemontsharedprintalliance.org/ WEST Webinars: Rosemont Shared Print Alliance FLorida Academic REpository Welcome

Common vision To ensure the preservation and availability of print journal literature. To collaboratively develop, manage and coordinate the identification, retention, registration, discovery of and access to a shared, distributed collection of print journals in the United States. 11 February 2018

Strategic Directions and RoadMap Collection Growth Shared Policies/Guidelines Engagement with other programs and service providers 11 February 2018

Rosemont Governance Executive Committee 11 February 2018

Rosemont Governance Operations Committee 11 February 2018

Happening Now Onboarding EAST Access Principles Updating the Road Map Define Basis for Measuring Progress Collections Analysis and Decision Support Tools 11 February 2018

Collections Analysis and Decision Support RFP for serials analysis tools in 2015: SCS responded SCS Service Exploration Conducted focus groups and surveys of users Worked with CDL/WEST to understand aspects of the AGUA tool Received input from Rosemont Executive Committee Product development proposal (in collaboration with CRL) Rosemont webinar and survey to participant program institutions Update on recent communication with SCS and CRL SCS created a product flow and potential price model Rosemont Executive met with SCS in November – SCS presented their model Rosemont Operations put together the webinar introducing the idea of the decision support tool to the broader community of Rosemont participant program members We have since learned that SCS is no longer pursuing that specific approach and timetable, and is now considering other options. Rosemont will continue to engage with SCS and CRL to understand what those directions are and discussing within Rosemont what our next steps should be in relation to decision support to help us move forward with our road map. We will be analyzing the survey. We will be using the results to help guide next steps.

Q&A 11 February 2018

Program Officer Recruitment We anticipate posting the position description relatively soon. It will continue as a shared position with UC Libraries Shared Print. Send questions and candidate ideas to Ivy! 11 February 2018

Thank you! http://www.cdlib.org/west Ivy Anderson Interim WEST Program Manager ivy.anderson@ucop.edu Alison Wohlers WEST Operations and Collections Analyst alison.wohlers@ucop.edu 11 February 2018