OCLC Online Computer Library Center Cooperative Collection Management Survey ARL Membership Meeting October 19, 2006 Chip Nilges Vice President, New Services OCLC Chip_nilges@oclc.org OCLC Online Computer Library Center Survey Objectives Understand current practice Collection management Remote storage Digitization Evaluate 3 service concepts Registry & reports Resource sharing Shared storage & digitization OCLC Online Computer Library Center Methodology Web-based survey with 500 OCLC governing member Academic, ARL, and Public libraries 204 libraries completed survey (response rate=41%) Report focuses on the Academic library and ARL respondents results OCLC Online Computer Library Center Collection Management Half of the Academic library respondents use collection analysis tools. Users tend to have more than 1 million items in collection (68%). These users employ several tools. Does your library currently use collection analysis tools to help evaluate and manage your collection? (N=88) Have no plans 24% Plan to use 26% Currently Use 50% OCLC Online Computer Library Center Cooperative Collection Development Groups More than one-third of Academic library respondents belong to a cooperative collection development group. Does your library currently belong to a cooperative collection development group? (N=88) Currently belong 38% Have no plans 48% Here are a few of the groups: CRL Cooperative Collection Development Group CARLI CARL Have belonged 3% Plan to belong 11% OCLC Online Computer Library Center Remote Storage One-third of Academic library respondents move materials into remote storage. Most move materials into storage due to: Lack of space (91%) Lack of circulation (81%) Does your library currently move materials into remote storage, which is stored in a separate location from your main collection? (N=88) Currently use remote storage 36% No plans to use 40% Have used before 14% Plan to use storage 10% OCLC Online Computer Library Center Storage Filling Up More than half of Academic library respondents have more than two-thirds of their storage full. Approximately, what percentage of your remote storage facility is full? (N=31) Stored items are used: Most respondents (81%) circulate stored items but facility is not open to patrons. Most respondents (84%) make most stored items available for ILL 1% 25% (10%) 91% 100% (23%) 81% 90% (19%) 71% 80% (16%) 26% 50% (19%) 51% 60% (13%) OCLC Online Computer Library Center Where are your library’s storage facilities located? (N=32) 70% Onsite 60% Remotely in city Remotely in state Out-of-state 50% 40% 30% 20% 10% 50% 0% 38% 16% 3% OCLC Online Computer Library Center Digitization Half of Academic library respondents digitize materials. Does your library currently digitize materials? (N=88) Most respondents who digitize process archival materials (84%). During 2005, digitization activity increased for more than half of respondents (55%). No plans to digitize 15% Have before 10% Plan to digitize 26% Currently digitize 49% OCLC Online Computer Library Center 3 Service Concepts Concept A – Registry & Reports Create a 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 decisions OCLC Online Computer Library Center Investigate 3 Concepts Concept B – Resource Sharing In addition to all services associated with concept A, participating libraries would also be able to . . . indicate the following for the items that they register: preservation policies lending policies at item level use this database to borrow items from other libraries OCLC Online Computer Library Center Investigate 3 Concepts Concept C – Shared storage, preservation, digitization In addition to all services described in Concept B . . . Participating libraries could agree to send their selected items to an off-site, independent organization for storage, preservation & access. The independent organization would identify candidate for central storage based on ILL and circulation data. The independent organization would provide delivery service for all stored items. Where it has the rights to do so, the independent organization would digitize heavily requested items. OCLC Online Computer Library Center Investigate 3 Concepts Concepts are in the early stages of development and no pricing was available to test in the questionnaire. Without pricing, respondents could not be asked to evaluate their likelihood to subscribe to each concept. Respondents were asked to rate how desirable the concept would be to their library by using a scale that ranged from "0" (Not At All Desirable) to "10" (Very Desirable). OCLC Online Computer Library Center Concept Evaluations Top Box Concept A Concept B Concept C % of Acad. % of Acad. % of Acad. 17% 8% 14% 9 8% 17% 13% 8 15% 19% 22% 7 14% 15% 10% 6 11% 8% 7% 5 15% 13% 11% 4 5% 6% 6% 3 7% 6% 6% 2 3% 5% 5% 1 0 “ N o t A t A ll D e s ira b le ” 2% 1% 2% 3% 3% 5% 40% 44% 49% S c o re s 1 0 “ V e ry D e s ira b le ” T o p B o x S c o re s Note: Top box score analyzes the percent of respondents who indicate a score of 8 or higher. OCLC Online Computer Library Center Preferred Concept Without knowing price, half of Academic library respondents prefer Concept C. In open-ended question, respondents stated why prefer concepts: Digitizes items for preservation Provides document delivery Provides remote storage Which of the 3 cooperative collection management services would you prefer the most? (N=84) Concept C 52% Concept A 22% Concept B 26% OCLC Online Computer Library Center Conclusions Half of Academic library respondents are involved in collection management and digitization. Two-fifths are using remote storage which is filling up. Community seems ready for cooperative collection management service. Additional market research is recommended on 3 concepts to determine feasibility of service. OCLC next steps include supporting concepts A and B National Storage Trust Network Concept A: Ad Hoc Shared Information Borrowing System ILL OCLC Online Computer Library Center ILL Storage Facility Retrieval Policies Participating Library WIthdrawals Holdings Collection analysis reports Nonparticipating Library Registry Collection analysis reports •Participating libraries provide data on stored holdings and access policies •Participating and nonparticipating libraries may analyze collections compared to registry •Libraries make independent local decisions about acquisition, retention, digitization, storage •Assume individual local risk WIthdrawals National Storage Trust Network Concept B: Cooperative Management Priority loans Storage Facility Retrieval Borrowing System OCLC Online Computer Library Center ILL Shared Virtual Commitments Collection Policies Participating Library WIthdrawals Holdings Collection analysis reports Nonparticipating Library Registry Collection analysis reports •In addition to providing data on holdings and access policies, participating libraries make preservation and access commitments to fellow participants •Libraries make local decisions in the context of mutual collection management policies WIthdrawals National Storage Trust Network Concept C: Federated Collection Management Priority loans Storage Facility Federation Coordinator(s) Retrieval Participating Library WIthdrawals OCLC Online Computer Library Center Borrowing System ILL Shared Preservation Collections Commitments and Policies Holdings Collection analysis reports Nonparticipating Library Registry Collection WIthdrawals analysis reports •Independent entities administer collection analysis and preservation responsibilities to achieve system-wide benefits •Libraries cede some control to the network in return for greater stability of the system