Best Practices in Cooperative Collection Development: A Panel Discussion

Panelists Bruce Leach, Ohio State Univ. Eric Carpenter, Oberlin College Rob Kairis, Kent State Univ. - Stark Gerald L. Newman, Univ. of Cincinnati Margo Warner Curl, CONSORT Colleges Paul Jenkins, College of Mount St. Joseph Joyce Baker, Belmont Technical College Linda Brown, Bowling Green State Univ.

Goals for Panel Discussion Review current theory and practice of cooperative CD in OhioLINK Create synergy necessary to develop new models and practice Generate additional topics for luncheon and/or group discussions this p.m. Stimulate grass roots development of additional cooperative projects in months ahead

A Simple Step Any Selector Can Take Bruce Leach Head Biological Sciences/Pharmacy Library, Ohio State University leach.5@osu.edu

Monograph Duplication in OhioLINK: a College Library Response

Eric J. Carpenter Collection Development Librarian Oberlin College Library Oberlin, OH

OUTLINE Background Needs Goals Project Description Guidelines Results

BACKGROUND Oberlin: liberal arts college + conservatory of music Oberlin live on pcirc in 1995 Budget reductions at Oberlin - subscription cuts, 97-98

NEEDS Raise faculty awareness of OhioLINK, promote use of pcirc Reduce acquisitions budget, spend $$ wisely Respond to Feb. 97 CIRM discussion - monograph duplication Enrich local and OhioLINK collections

GOALS Consider # of copies in OhioLINK available before ordering monograph Write guidelines for purchasing monographs in view of new OhioLINK membership

PROJECT DESCRIPTION Sample orders: # OL copies, availability German - 3, History - 8, Math - 4 copies Wrote Guidelines for Purchasing Monographs in View of OhioLINK Distributed Guidelines to relevant teaching departments Selectors indicated levels of availability (L, A, D)

GUIDELINES L - LOCAL: Needed at Oberlin regardless of OhioLINK availability A - ACCESSIBLE: Must be readily accessible, via OhioLINK availability or purchase D - DESIRABLE: Availability is desirable via OhioLINK or purchase if funds permit

RESULTS Concept endorsed by Faculty Library Committee Limited success with faculty selectors - History Dept. Success with library selectors - concept integrated into selection decisions Project never implemented on large scale due to budget and workload pressures

OhioLINK Duplication: Statistics/Software Rob Kairis, Library Director Kent State University-Stark rkairis@stark.kent.edu

Cooperative Collection Development Summit Not Bought in Ohio Cooperative Collection Development Summit

Gerald L. Newman Assistant Dean for Collection Development University Libraries University of Cincinnati

Why the “Not Bought” Project? To enrich the state collection with items that have not been purchased By shifting purchasing to items not held in the state In the meantime also reducing unnecessary duplication

A Question for YBP As YBP had a record of the purchases of many of the institutions in the state YBP was the logical place to uncover our buying patterns Especially items covered by YBP but that no school in Ohio purchased

CBTF to YBP: “Can You Help?” As the chosen approval vendor for OhioLINK And having made a commitment to help Ohio in its agenda YBP was willing and interested in providing data that the CBTF could use

YBP to CBTF: “Yes” YBP provided the CBTF data in several formats over several months First, in computer sheets detailing titles YBP had not sold to Ohio schools Later, slips looking like approval notifications slips Both paper trials had their drawbacks The CBTF hoped for an online solution

GOBI 2 As GOBI2 developed, consortial reports became part of YBP’s plan The reports are designed not only to show consortial purchases, but also to show what Ohio has not bought – as in “not bought in Ohio” Reports can be generated by individuals on many of the standard parameters for report generation

A user would define Consortial Report parameters on this screen A user would define Consortial Report parameters on this screen. This screen is set to focus on titles acquired by the group. (Under Report Type.)

And this screen shows the not acquired option And this screen shows the not acquired option. Here, ‘Display As’ can only be a list (not a graph).

Limitations The “not bought in Ohio” reports are based on the YBP universe only These reports do not show activity on the same materials from other vendors

Positive Features Flexible search parameters to meet selector needs Easy identification of titles that the major approval vendor to the state has not provided Provision of a list “de-duped” across many of our collections

What Uses? To allow an individual selector to funnel some selection to titles not already bought in the state This can apply to selectors at any size library To allow two or more selectors to cooperate more easily on purchases For a subject group to gather and distribute efficiently potential purchase information to the group for consideration Others . . .

“Not Bought in Ohio” For Your Consideration and Action!

Cooperative Collection Development: Walking the Walk December 8, 2003 Using GOBI2 to Facilitate Cooperative Collection Development through a Shared Approval Plan Cooperative Collection Development: Walking the Walk December 8, 2003

Grant for CCD CONSORT Colleges – Denison, Kenyon, Ohio Wesleyan, Wooster Funding from GLCA of Mellon money To run through June 2004 Together build a shared research collection

Shared approval plan Supplementary to individual institutional plans Single profile for the four libraries Accommodates local selection & acquisitions practices Easy to implement and use

Important elements Dedicated coordinator Committee members have decision-making authority Financial commitment Use plan for awhile before evaluating & revamping Libraries and Vendor both involved

Selecting subjects Rejected notion of working with ‘core’ discipline Interviewed selectors Identified areas of strong common interest Asian Studies, Africana, Play scripts, Museum & Gallery Publications

Qualities of successful areas Are of great interest across the institutions Span depth and breadth far greater than any individual library could manage individually Do not require extensive involvement from other library staff or faculty Are well suited to approval plan mechanisms

Moving into production Based initially on interdisciplinary tags and format types Includes entire universe of publishers covered by the vendor Written as though books would be sent automatically, but operates in a ‘virtual’ mode Evaluation without having to deal with managing actual books

Outline of the Plan Applied to A-GA, GE-PZ, SB 469-480, TR 640-685, Z-ZA DEN & OWU more interested in East Asia (fund DEN OWU) KEN & WOO more interested in South Asia (fund KEN OWU) Some exceptions in B & N classes (e.g. fund OWU WOO) Include all African Books Collective from L&H

Use of Gobi2 Features Slip Views or GobiAlerts Shared Folders GobiTween – separate CONSORT info Order Templates Export Cart Approval and Expenditure Reports

Technical Services Services provided for each sub-account mirrors those of each standalone account Each library exports records from GOBI and loads them to III to support order generation Each export action creates a separate file so that the individual library can pick up and process the appropriate files

Merits of the Plan Customizable – can alter to individual library specifications Flexible – can add other subject areas Adaptable – framework can be used by other consortia Assessable – can monitor use, refine profile

Presented by Margo Warner Curl (with thanks to Michael Zeoli) Coordinator of Cooperative Collection Development CONSORT Colleges C/o The College of Wooster Libraries 1140 Beall Avenue Wooster OH 44691 330-263-2056 mcurl@wooster.edu http://www.wooster.edu/library/oh5/cccd

SWORCS: A Modest Proposal A Lesson In Patience Paul O. Jenkins College of Mount St. Joseph

Members of SWORCS College of Mount St. Joseph Xavier University Cincinnati Bible College University of Dayton Cedarville College (added) Athenaeum of Ohio (unable to join) Miami University (added upon request)

Finding Our Mission Non-Christian religions Islam Buddhism Judaism Hinduism

Bringing YBP Into the Picture GOBI Approval Plan Establishing Approval Plan Profiles

Reexamining the Mission to apply cooperative collection development principles in our libraries in order to reduce duplication of titles and better cover peripheral areas of Religious Studies; specifically, to create a shared slip approval plan profile in the area of non-Christian religions (specifics yet to be determined) that can serve as a model for larger OhioLINK groups in other disciplines.

Getting to Specifics Begin with retrospective purchases

Dividing Up Responsibilities Confucianism—XU Tenrikyo and Shinto—Miami. Taoism—UD. Bahai, Zoroastrianism, Rastafarianism—MSJ. Unitarianism, Scientology, Atheism—Cedarville Sikhism, Jainism—Cincinnati Bible.

Making a Financial Commitment $500 commitment from each school

Lessons Learned This is possible but difficult. Don’t expect it to be perfect. Be patient. Start small. Be flexible. Be prepared to compromise. Vendor participation essential.

Questions? Contact Paul O. Jenkins 513-244-4351 paul_jenkins@mail.msj.edu

Are We Really a Subject Group? 2 Year Colleges: Are We Really a Subject Group? Joyce Baker Belmont Technical College Director of Library & Learning Resource Operations December 8, 2003

Who are the 2-Year Colleges? 17 Community & Technical Colleges 20 Branches of Akron, BGSU, Cincinnati, Kent, OSU, OU Less than 1000 – over 14,000 FTE 1 to 4 campuses Collection Development Staff 1- 10

Differences in Mission Several offer 4 year degrees Several offer graduate programs Many provide first 2 years of 4 year degree Programs range from liberal arts transfer module to technical studies with job placement as goal

Similarities in Mission All offer a 2 year degree Focus is on teaching/learning; not research Most offer open enrollment Most offer basic skills/remedial programs

Similarity in Libraries Most selection is accomplished by 1-2 staff with some faculty input Library materials are used in a similar manner Keep faculty current Student papers & projects Self help/Student success/Career Placement Support the curriculum Support the teaching/learning mission

YBP Participation in 2Year Colleges 28 Firm Order Accounts or 76% 18 Approval/Slip Plans or 49% 20 Gobi2 Accounts or 54%

Survey to further assess similarities & differences 37 surveys distributed 19 completed 51% response rate 79% YBP Accounts

Common Curriculum Areas 100% Business Management 89% Accounting 84% Early Childhood Education 73% Criminal Justice 63% Mental Health/Social Service 58% Administrative Assistant 47% Paralegal 31% Real Estate

Nursing/Allied Health 63% Medical assisting 63% Radiology 53% Medical Assisting & Coding 47% EMT/Paramedic 37% Physical Therapy

Engineering 84% Engineering Program 58% Electrical 53% Mechanical 26% Electronics 26% Drafting & Design

Computer/IT 79% Computer Programming 79% Computer Networking 74% Computer Applications 68% Computer Science 63% Web Design 63% Computer Graphics/Multimedia

Teaching/Learning Interests 79% Information Literacy 58% Assessment 53% Basic Skills 53% Distance Education

34 Unique Programs Environmental Health & Safety Building Preservation & Restoration Golf Course Management Sports & Fitness Management Recording Arts Equine/Back Country Travel & Tourism

Specialties/Strengths/Interests Amish Appalachia Local History/Culture/Geography Allied Health/Nursing Paralegal Education/Teaching Culinary Arts/Hospitality Management

Collection Weaknesses Dated Lack Depth Need Coverage for New Programs Lack Coverage in Specific Subject Areas Science/Engineering Business Computer/IT Nursing Reference Social Sciences

Collection Analysis Comparison to lists (Books for College Libraries, Best Books, Brandon Hill) Check against other catalogs Faculty input Accreditation & Curriculum Review Weeding Projects (3 over ten years)

Faculty Notification 79% New book lists, newsletters, displays, web pages 74% E-mail/mailbox notification 37% personal contact informally & at meetings 16% YBP Approval Plan w/ faculty selectors

Current Ventures Routinely check OhioLINK/YBP before ordering 4 regional campuses recently reviewed periodicals lists to eliminate unnecessary duplication 2 libraries casually looking at Amish Materials 1 library has a causal arrangement with local rural hospitals & medical journals 1 library hosts a Masters in Ed program & professional education journals

Suggestions Share collection responsibilities for print copies of e-books Explore potential cooperative areas such as Appalachian resources, Nursing Develop a circulating reference collection Participate in other subject groups & subgroups Weeding: check for last copy; offer to discard list Check OL/YBP when ordering

Questions/Considerations What method can be used to assess the collection? How can we share profiles? How do we develop an awareness of what is purchased elsewhere? How can we test Gobi2 features? What Gobi2 features can be used to enhance the selection process? How can we coordinate efforts? Should we join other subject groups?

Making Collaboration Happen Subject Connections We’ve heard from colleagues of some innovative ways of thinking collaboratively. Now we all need to take the next step and make the connections necessary for collaboration to blossom. Linda A. Brown Collections Coordinator BGSU

Opportunities Develop your leadership skills Build new relationships with colleagues Start small… and act innovatively Why get involved in cooperative collection development? Opportunities abound….. …recruit colleagues to become involved Others will join you!

More Opportunities… Build areas of collection strength Spend scarce materials budget dollars strategically Put your library on the OhioLINK map as an innovator and collaborative collection builder

Subject Group Survey Stronger, more effective leadership More, and broader membership Clear function or focus Face-to-face meetings Last summer, the CIRM Subject Groups Working Group surveyed OhioLINK librarians to gather information regarding the effectiveness of the subject groups. The survey indicated OhioLINK librarians believe that the groups need… Task Force documents are posted on the OhioLINK Ostaff page. To fulfill the OhioLINK vision for cooperative collection development will require everyone’s commitment and involvement

Join an OhioLINK subject group Invent and design cooperative collection development projects Share cooperative successes with colleagues Post progress reports on Ostaff Learn from others’ experience OhioLINK has established 28 subject groups to facilitate communication among subject selectors. One of your handouts lists these groups, the CIRM liaisons, and brief instructions for subscribing to an OhioLINK listserv.

Health Sciences Create a list of resources we all subscribe to independently and investigate pay-to-play group pricing Weeding Use the subject listserv for information sharing on current issues: Vendor pricing models and policies Public service issues -- Single public service desk Publicizing BioMed Central and open access publishing The Health Sciences subject group met in Columbus recently. From Barbara McNamee at MCO The Health Sciences list has had very little traffic on it in the past. Shared discussion like this can build a comfort level  for collaboration I think.

OhioLINK Subject Groups OStaff resources Login: ostaff Password: Available from any OhioLINK staff or committee member Click on: Collection Development Subject Groups Lastly, an unabashed plug for the OhioLINK Ostaff pages. Collection Development and Subject Group information is posted here.