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

2. Topics Introductions Membership Update Archiving Update
Systems Development
WEST and Rosemont
Program Officer Recruitment
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3. 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
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4. Membership
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5. 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 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.
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6. 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
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7. Q&A
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8. Shared Responsibility WEST Archiver Holders
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9. Archiving Progress
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10. WEST Archived Titles (Bronze) (Silver) (Gold)
*Includes titles for which there is abstracting and indexing electronic availability and titles with no clear electronic availability.
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11. 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
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12. Archived titles disclosed by other programs
AGUA Refresher
WEST disclosures of archived titles
Archived titles disclosed by other programs
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13. 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

14. 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
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15. Q&A
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16. Collaboration with other programs An alliance of shared print journal programs WEST Webinars: Rosemont Shared Print Alliance
FLorida Academic REpository
Welcome

17. 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.
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18. Strategic Directions and RoadMap
Collection Growth
Shared Policies/Guidelines
Engagement with other programs and service providers
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19. Rosemont Governance
Executive Committee
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20. Rosemont Governance
Operations Committee
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21. Happening Now Onboarding EAST Access Principles Updating the Road Map
Define Basis for Measuring Progress
Collections Analysis and Decision Support Tools
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22. 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.

23. Q&A
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24. 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!
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25. Thank you! http://www.cdlib.org/west Ivy Anderson
Interim WEST Program Manager
Alison Wohlers
WEST Operations and Collections Analyst
11 February 2018