oclc online computer library center nast report attributes ala midwinter 2007 meeting january 21,...

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OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics OCLC [email protected]

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Page 1: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

NASTReport Attributes

ALA Midwinter 2007 Meeting

January 21, 2007

David Millikin

Product Manager, Library Logistics

OCLC

[email protected]

Page 2: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Report Attributes – Agenda

Objectives

Methodology

Discussion Group Findings

Storage Facilities Overview

Report Attributes Desired

Attributes Needing Further Discussion

“Nice to Have’s”

Alternative Report Uses

Next Steps

Page 3: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Objectives

Test usefulness of a report with potential users

Shared database of collections in storage

Offer tools and reports for comparing stored collections across institutions / groups

Libraries could use this information to inform their collection development decision

Determine attributes desired on report

Page 4: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Methodology

Two Discussion Groups

Current storage issues

Usefulness of report concept

Specific report attributes desired

Review Results

NAST report team

OCLC Collection Analysis, Market & Data Analysis

This advisory group

Page 5: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Methodology – Discussion Groups

First Group: Members of libraries who are very familiar with discussions

University of California

California Digital Library

Library of Congress

The Ohio State University

Vanderbilt University

Washington Research Library Consortium

Page 6: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Methodology – Discussion Groups

Second Group: Members of libraries who have not participated in discussions

Boston College

University of Guelph

Purdue University

University of Texas at Austin

University of Washington

Page 7: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Methodology – Review Results

NAST report team

Melissa Trevvett, Paul Gherman, Constance Malpas, Glenda Lammers

Ensure progress & preview findings

OCLC Collection Analysis, Market & Data Analysis

Glenda Lammers, Rob Ross, Janet Hawk, Joanne Cantrell

Review discussion group findings

Confirm attributes identified are detailed enough to take action

Page 8: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Methodology – Review Results

This advisory group

Review report attributes

Discuss questionable attributes

Confirm next steps

Page 9: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Facilities

Common Findings

All institutions interviewed have stored collections

All institutions circulate stored collections

Exceptions: Photos, Special, Rare Collections

Storage facilities are nearing capacity

Most have plans for increase of storage capacity

Storage initially filled without consistency in selecting items for storage

Page 10: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Facilities

Disparate Findings

Facility Layout / Design

Environmental Conditions of Facilities

Weeding Practices of Facilities

Methods of Addressing Space Limitations

Page 11: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Institutions employ various techniques to make weeding / collection decisions

Benchmarking

Circulation Statistics

Item Age, Condition

Availability as e-Content (e-Journals; e-Books less frequent)

Preservation Goals

Report would be useful that draws from other institutions’ collection data for weeding and/or collection decision-making

Page 12: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Report Attributes Desired

Physical Location / Ownership of Stored Items

Age of Stored Items

Item is in a Special Collection

Condition of Storage Facilities

Physical Condition of Stored Items

Number of Stored Items

Ability to Export Report to Spreadsheet

Page 13: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Report Attributes Desired (Policies)

Knowledge of: Institutions that don’t weed

Formalized lending, weeding & retention policies

Preservation policies

Last-copy policies

Circulation Availability: Circulation policies (Does the item circulate?)

Lending policies (How quickly will I receive item I requested; how long will I have the item?)

Page 14: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Report attributes needing further discussion

1. Number of Copies per Institution

2. Physical Location of Copies within an Institution

Second Group felt distinction that an item is in Storage versus regular circulating collection is not needed

If it exists within partner’s circulation, assume accessibility to the item

3. Knowledge of Circulation Frequency (low-circulating items)

Page 15: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Report “Nice to Have’s”

Knowledge of other institutions’ collection interests

Geographic proximity of other institution

Flag when an item exists in few institutions (rarity)

Scheduled reporting

Consortium-centric reports Ensure copy preservation within a consortium

Consortial lending agreements

Extra-consortial reports

Preferred partners registry to inform reports

Page 16: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Discussion Group Findings – Report

Alternative Report Uses

Retention & preservation decisions

Collection development (possibly via integration with ILL policies registry)

Inform other institutions about holdings to increase usage of stored collections

Page 17: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

Next Steps

Confirm questionable report attributes

Identify preliminary steps / groundwork of data / databases needed

Page 18: OCLC Online Computer Library Center NAST Report Attributes ALA Midwinter 2007 Meeting January 21, 2007 David Millikin Product Manager, Library Logistics

OCLC Online Computer Library Center

THANK YOU!