Taylor Collections Team Final report David Brown Karen Buckley Helen Clarke Jerremie Clyde Heather D’Amour Michele Hardy Robert Tiessen Lisa Tillotson Taylor Collections Team July 1 2009 CONTENTS COLLECTIONS AND THE TAYLOR .......................................................................................... 3 THEMES ..................................................................................................................... 3 MANDATE AND TERMS OF REFERENCE .................................................................................... 3 MANDATE .................................................................................................................. 3 TERMS OF REFERENCE .................................................................................................... 4 ENVIRONMENTAL REVIEW .................................................................................................. 4 RECOMMENDATIONS AND PRIORITIES .................................................................................... 5 INTEGRATION .............................................................................................................. 6 DISCOVERY ................................................................................................................. 6 ACCESSIBILITY .............................................................................................................. 8 TECHNOLOGY/USE ....................................................................................................... 8 RIGHTS ..................................................................................................................... 10 SPACE ...................................................................................................................... 11 CONTENT.................................................................................................................. 12 PRESERVATION/SECURITY .............................................................................................. 13 REFERENCES .................................................................................................................. 15 APPENDIX ONE: USER PROFILES........................................................................................... 17 APPENDIX TWO: STAFFING NOTES ........................................................................................ 19 APPENDIX THREE: SAMPLE TECHNOLOGIES ............................................................................. 21 1. VIRTUAL EXHIBITS ................................................................................................... 21 2. PRINT ON DEMAND .................................................................................................. 21 3. NEW END USER TECHNOLOGIES ..................................................................................... 22 4. SCAN ON DEMAND/IMAGE CAPTURE ................................................................................ 22 5. COLLECTION STEWARDSHIP .......................................................................................... 23 Page 2 Taylor Collections Team July 1 2009 COLLECTIONS AND THE TAYLOR The Taylor is a Library/Archive/Museum, it is a digital library, and it is a learning space. This new facility provides a platform for exploring how changes in technology, use of primary sources, and approaches to learning will set directions in the management and building of collections. The collections that will be used in the Taylor are complex, including physical materials housed in the building, in branch libraries, and in the High Density Library digital materials purchased and controlled by LCR digital materials not purchase or controlled by LCR, but which users have access to within the Taylor By including materials stored in other locations, and most importantly, by including materials accessed by users but not controlled by LCR we are able to plan user focused services and activities. In this report we include recommendations concerning discovery, preservation, access, spaces for use, rights, format migration, and stability. THEMES Our Team identified three themes that underpin all our recommendations. These themes portray the future of LCR collections as embracing new technologies and formats while rediscovering the importance of primary and specialized resources for learning and research. Primary source collections are essential to providing a rich learning, teaching and research environment, and to supporting a creative space for the production of new knowledge, interpretations and expressions. Co-use of different formats and types of collections is one of the most important innovations the Taylor will offer. Use of collections in the Taylor will be enhanced by technology dependent means of viewing, extracting, and presentation. Examples include creative multimedia interpretations, copying, pasting, mash-ups, and format migration. LCR should continue to value its role in enriching the usefulness of collections through expert description and help, and in creating opportunities for interacting with collections. MANDATE AND TERMS OF REFERENCE MANDATE The Team’s mandate was to recommend collections planning directions, priorities and actions in support of learners, staff and researchers. With attention paid to the specific environment of the Taylor and wider implications for LCR collections. Page 3 Taylor Collections Team July 1 2009 We included in our planning Awareness of the continuity between current and future uses of collections Awareness of the responsibility for stewardship of physical and virtual collections Suggestions for measurement and evaluation to support continuous renewal Communication and dialogue with the community Attention to the role of LCR in adding value to collections beyond basic selection and acquisition TERMS OF REFERENCE 1. Environment: review the environment in which collections will function 2. Education: establish the educational needs new collections and partnerships will generate 3. Discovery: establish discovery requirements for the varied formats and types of collections to be supported 4. Rights Management: establish requirements for a responsive and supportive rights environment that allows for educational, research and other creative activity 5. Content: determine the types of new content and changes in emphasis required by the advent of the Taylor and the changing nature of learning and research 6. Preservation: determine the preservation/conservation principles and actions will we need to support use of collections in the Taylor at an individual and organizational level 7. Timelines: provide recommendations concerning opening day requirements for the Taylor 8. Timelines: provide recommendations concerning a 5 year horizon from opening of the Taylor ENVIRONMENTAL REVIEW The Collections Team gathered information through a literature review, through discussions with LCR and by meeting with potential users. The literature review provided a wide ranging description of the information environment and led to some basic findings regarding the Taylor. First, a clear acknowledgement that because of information technology, change is necessary for LCR to continue to be meaningful and useful to our community. Technology changes collections by removing barriers to access and by creating the potential for new types of use. Second, there is a rediscovered value in collections that are the object of study (e.g., special collections, archives, artifacts, art). The LAM model planned for the Taylor is more than an outcome of the organizational structure and the physical constraints of space; it is a reflection of a new emphasis in academic institutions. Third, collections remain a key value we provide, but these collections are increasingly varied in format and source. The report Beyond the silos of the LAMs calls for libraries, archives and museums to move towards true collaboration, this is working towards common goals and letting go of historical organizational boundaries that hamper the creation of collections, services, or tools. The recommendations we make Page 4 Taylor Collections Team July 1 2009 in this report reflect this approach, calling for higher degree of integration, especially in support services such as discovery, description, and preservation. The collection of essays No brief candle arose out of symposium sponsored by the Council of Library and Information Resources. The focus in this document is on the future of academic libraries. Here also there is an emphasis on integration and collaboration. The impact of technology on availability and use of information allows us to explore new partnerships and goals, but if we remain focused on traditional boundaries and tasks, we will not become the entities users require. The Collections Team expanded its meetings on three occasions to have discussions regarding LCR collections issues that where we felt external expertise was important. Discovery: Paul Pival and Aaron Wood joined the Team for our initial discussion on this issue. Mediated Collections: Sharon Neary, John Wright, Peter Peller and Marilyn Nasserden met for a discussion of mediated collections. Preservation: David Daley and Blair Cherniawsky participated in a meeting regarding care for physical collections. The Team reviewed interviews done by other planning Teams, gleaning information to develop a better model of the collections related tasks and challenges users would experience in the Taylor. In addition we met with Dr. Geoffrey Simmins and Dr. Richard Levy to discuss faculty views of collection plans. Finally, David Brown and Jerremie Clyde met with Richard Hawkins and the members of the Innovation Lab, a group of graduate students and researchers who work between Communication and Culture and various other disciplines. This information was integrated into a user model that examines three distinct use types—teacher, learner and researcher. The user model is attached as an appendix to this report. RECOMMENDATIONS AND PRIORITIES Three elements greatly influenced the development of recommendations for the future of collections in the Taylor. First, the vision articulated for the facility, which is a technology rich, creative space and an integrated Library/Archive/Museum. Second, the literature review which indicated that the emphasis on technology, integration and the importance of special and unique collections are part of a broadly based trend in information services. Third, input from interviews and from meetings with internal LCR staff that indicated challenges faced by the organization. Throughout these recommendations the theme of integration is revisited. The recommendations highlight areas of common concern to all participants in the Taylor and point out common goals where a greater level of coordinated planning and shared resources will have significant impact. Page 5 Taylor Collections Team July 1 2009 INTEGRATION 1. Identify common goals for collection use and enhancement, and coordinate planning and resource sharing to achieve these goals. A CTIONS BY 2010 Identify common activities and establish an organizational structure for coordination Define common goals and opportunities and develop programs and processes to achieve these. D ISCUSSION LCR’s current structure divides units by format; we should try to define how our common goals and activities could be better supported. Some of the challenges to this discussion include Coordination is resource intensive; we have little time to engage in these discussions. Different units may have different priorities, coordination will challenge this. The workload in many units makes taking time to change processes or even discuss change problematic. DISCOVERY 2. Develop a single search interface for all LCR collections that helps users discover the full range of available resources. A CTIONS BY 2010 Aim for a single search interface on opening day with a critical mass of cross searchable metadata, but acknowledge limitations, i.e., collections that are underrepresented. Give priority to development of publically searchable, appropriate databases for different collections or the integration of different metadata schemas into consolidated databases. Particular emphasis towards museum collections and archives Establish an organizational structure that supports a coordinated approach to metadata creation. This should include o staff with direct responsibility for coordination o centralization/consolidation of metadata creation by unit and across LCR Page 6 Taylor Collections Team July 1 2009 A CTIONS BY 2015 Have in place a single search interface that presents metadata in context (e.g., pull up full text finding aids), and which can adapt to the ongoing development of more sophisticated, structured metadata (e.g., the introduction of tagged fields). Assure easy navigation from the single search interface to fully functional, publically searchable databases for all collections including museum, archives, text, images etc. Aim for customizable search interface which users can adjust to limit what is searched by topic, format, collection, etc. Ideally this would include templates for the easy creation of specialized interfaces for subjects/courses, etc. D ISCUSSION A single search interface that includes web 2.0 functions (tagging collections by theme, content, readership, or course, including user generated tags) is perhaps the single most user centered goal LCR can set itself. Easing discovery is an essential element in promoting the use of previously hidden underused resources. However, establishing a single search interface faces several challenges: Loss of context. Archival descriptions are not tagged so that different levels of the finding aid (series, subseries) will be collated in a single search. Metadata is incomplete. The library may have collection level records for an electronic package, but not item level descriptions. Granularity. Types of collections are described at different levels Identification of records by type. Records in the catalogue do not distinguish different types of resource, video, image, book Impoverished metadata. Fields that can be cross searched (title, creator, etc.) are limited and of limited value for some types of material. 3. Awareness of collections should be promoted through a deliberate marketing program including exhibitions A CTIONS BY 2010 Plan for ongoing virtual exhibits in the Taylor of LCR collections and users’ creative output Adopt “branding” and “badging” techniques for promotional activity and as a way to unify the Taylor as place, collection and services to our user group. (E.g. branding by attaching our logo to resources that we license or provide, badging by using a Page 7 Taylor Collections Team July 1 2009 common design theme, colors to identify the collections and services, and branch libraries). DISCUSSION Interviewees consistently indicated that they have problems identifying the range of resources available in Libraries and resources within Archives, Special Collections or the Museum are even less identifiable. Regarding electronic resources, users may not even realize the role of LCR in their provision. A challenge for LCR is to market resources and target them to groups and individual users. ACCESSIBILITY 4. All collections should be quickly and easily accessible with a minimum of procedural and process related delays A CTIONS BY 2010 Support requesting items in quantity, e.g., journal runs, large archival sets, call number ranges, etc. Embed use information, or links to such information, in metadata—how to page items, locations for consultation, hours of use, contact numbers DISCUSSION Policies and procedures in the Taylor must be designed to encourage use of collections. All users will rebel against delays in access and overly complex or onerous access procedures. However, many of the collections we are trying to encourage use of are also fragile or require mediated access. Challenges include: Storage of collections in the HDL creates delay Some materials must be protected (mediated use, limited handling) for preservation purposes Users must be prepared for visit, may not have proper description, know what is available, know about time delays Some materials may not be in the format user needs, e.g., microforms to print or digital, digital to print, different digital formats, analog to digital, etc. TECHNOLOGY/USE 5. Support migration of information between different formats depending on user needs. Specifically include print on demand and digitization on demand. Include audio and image formats as well as text in this service. Page 8 Taylor Collections Team July 1 2009 A CTIONS BY 2010 Provide digitization on demand services for HDL print collections. Pilot the use of third party services as a way of learning about demand for and uses of format migration. (e.g., print on demand, scanning projects, image capture of artifacts) Survey users to see where format migration demand exists. License resources with an understanding that format migration is expected. A CTIONS BY 2015 Provide user operated technology for the creation of digital surrogates (including artifacts, art, special collections). Where specialized training or handling is needed, service should be offered during open hours of operation. Surrogates should be suitable for desktop delivery, re-use in creative projects, use in scholarly communication and in scholarly sharing. Provide a service that migrates content between all types of format, digital to print on demand, print to digital, analog to digital (e.g., LP to audio file, film to digital video) Create discoverable, well described, accessible inventories of high quality images starting with art and artefacts DISCUSSION Format migration is critical to supporting the types of use expected in the Taylor. The most frequently articulated migration is print to digital which improves the manipulability and deliverability of information. However, with the advent of print on demand technologies the Taylor should be a place where users can obtain tangible outputs of digital products, both images and texts. Finally, support for migrating one digital format to another is needed to assure long term preservation of digital content. Challenges facing format migration include: Digitization on demand may require high staff/equipment availability. Sophisticated technology, such as large format printers, print-on-demand equipment, may be expensive to acquire and maintain. Not certain what the demand will be for different services Format migration may not be possible under license agreements, e.g., printing of ebooks, downloading to personal devices. 6. Support technology that improves LCR stewardship, marketing, or use of collections. For example, a paperless hygrometer, 360°image capture for online exhibits. Page 9 Taylor Collections Team July 1 2009 A CTIONS BY 2010 Pilot the introduction of such technology to review impact and develop principles and guidelines for investment Examine the role of developing internal expertise through experimentation and exposure to new technologies. DISCUSSION Specific examples of technology suggested by members of the Team can be found in the appendix. A key challenge identified was that investing in technology for internal LCR use may be perceived as being in competition with user based needs; this could particularly impact technology for collection conservation or technology for description and other “back room” activities. RIGHTS 7. Where LCR holds copyright, policies and procedures should be set up to make it easy to obtain free, high quality copies for non-commercial use. A CTIONS BY 2010 Develop standards and practices that recognize the importance of re-use. Include use rights and restrictions as a standard part of metadata. DISCUSSION Rights management is important in the Taylor because of the impact this has on the ability of our community to make creative use of collections. The British Museum and the British Library provide models for the type of low barrier access that should be adopted in the Taylor. Some challenges in doing this are: While, we negotiate for copyright for archival and special collections, in some cases these have not been granted. Metadata regarding copyright is incomplete Image files may not have been created at a resolution that supports re-use 8. For commercial resources, LCR should strive to establish license permissions that are reasonable, allowing for non-commercial reuse. A CTIONS BY 2010 Establish a working collection of resources with unambiguous permissions, particularly in the areas of image, audio and video. Page 10 Taylor Collections Team July 1 2009 A CTIONS BY 2015 Expand collection of re-usable resources. DISCUSSION Digital rights are an area of constant struggle in purchasing commercial digital resources. The Taylor will demand the purchase of a wider variety of formats—audio, image, moving image, data—with vendors who are less familiar with the library market. One of the critical challenges is that permission information may not be available for many resources, for example, images in digital publications. 9. LCR should promote the ethical use of information including guidance on plagiarism, proper referencing, and commercial re-use of copyright material. A CTIONS BY 2010 Maintain the copyright officer as an LCR function that provides advice and acts as an intermediary with copyright bodies. Develop LCR wide resources to support learning regarding ethical use, emphasizing the importance of academic accountability. DISCUSSION The Taylor will be a complex rights environment, and it would be easy to take on a policing rather than an educational role. Other challenges will include: New ways of incorporating and re-using information and the introduction of novel and ephemeral sources will complicate questions of ethical use. Users will want to make use of information that is under copyright for projects which may turn into commercial ventures. SPACE 10. Provide spaces that are designed for the use of collections, conducive to study, co-use and extended interaction with collections. A CTIONS BY 2010 Design spaces for use of collections—exhibition, review, study—include direct, ongoing input from staff and users. Policies for the use of space—security, booking, co-use—should be tentative at the beginning of the Taylor’s operation, open to clients finding undiscovered needs and uses in the space. Page 11 Taylor Collections Team July 1 2009 DISCUSSION Much of the Taylor space is designed to support social learning independent of direct interaction with collections. However, space conducive to the integration of collections into user tasks is critical to the success of many of the goals of the space. Spaces that teachers can use for extended periods of time as dedicated workspaces/laboratories Spaces and policies that support co-use of different formats for long and short term projects Attractive and comfortable spaces conducive to the use of specific types of material The design of space for use of collections is a widespread concern, especially for individuals who are dependent on specific types of collections and for the staff who work with these materials. Staff and users express a desire to have more involvement in planning for these spaces. CONTENT 11. Build collections across LCR and in all relevant formats to respond to the programmatic research, teaching and learning needs of faculty, staff and students. A CTIONS BY 2010 We should retain room for productive variety and responsiveness in our collection building practices. At the same time, the collections are built as a resource for the community, and the community’s needs and input are critical in making choices regarding priorities. New formats and types of purchases that support the program of the Taylor should be included in collection development plans. Plan for collection building across all formats that creates areas of strength and focus suitable for intensive research DISCUSSION The Taylor and LCR include a range of resources and collection building activities. The standards and methodologies that apply in one area may not be suitable for another. For example, University Archives have programmatic imperatives that create collections in a different way than collections built through the purchase of commercial products. The decision to purchase items that are the objects of study (special collections, fine art) may be based on different criteria than collections of secondary resources. Page 12 Taylor Collections Team July 1 2009 PRESERVATION/SECURITY 12. Ensure that preservation concerns for physical objects are addressed in the design of physical space and in procedures A CTIONS BY 2010 Assign direct responsibility for coordinating physical preservation policies and activities to individual (s) in the LCR. DISCUSSION As LCR develops a program that encourages use of primary source materials, it should also take on a more serious, long term planning approach to questions of physical preservation. Some challenges already identified include: Temperature and humidity (T&H) levels in the Taylor and in the HDL are set to levels appropriate for paper. Non-paper materials may be compromised by this. Movement of items from the HDL to the Taylor may subject items to significant changes in T&H while in transit. More liberal policies regarding access to and use of objects challenges preservation concerns. Many staff, including most curators and archivists, include preservation as a part of their general function, still the organization does assign this as a line responsibility for any staff member. 13. Ensure security of open stack and mediated collections. A CTIONS BY 2010 Actively record and monitor security breaches and gaps (number of lost items, reading room incidents or staffing problems, gate alarm incidents) to evaluate security of collections on an ongoing basis. DISCUSSION We predict more intense use of open stack collections as lower use material is moved to the HDL and higher demand material is easier to identify and retrieve. Security for these collections and for mediated collections needs to be a central part of designing space and allocating resources (security gates, lines of sight, staffing of reading rooms). Challenges to security planning include: Focus on the Taylor as an open social learning space Page 13 Taylor Collections Team July 1 2009 Allocating limited staff resources to security, which may not be viewed as a high priority Security holes that are inherent in the building design 14. Ensure preservation of digital collections that have been purchased or created by LCR. A CTIONS BY 2010 Assess the digital collection and its current preservation and stability status. A CTIONS BY 2015 Ensure that licensed digital material carries the right to preserve copies and migrate formats for future use. Develop a strategy for preserving electronic content. Continue to look for collaborative opportunities for preservation across disciplinary and institutional boundaries, at the local, national, and international levels. DISCUSSION As digital content matures, we anticipate significant changes in electronic formats and in licensing and vendor business models. LCR must be prepared to preserve the investments that the University of Calgary has made—and continues to make—in purchasing and licensing digital collections. Under section 30.1 of the Copyright Act, libraries, archives and museums have the right to make copies of copyrighted works for preservation purposes, including migration from obsolete formats. In a licensed world, we need to ensure that licences allow at least the same types of preservation and migration rights as the Copyright Act. In the case of locally-developed collections LCR bears ongoing responsibilities for storing, preserving, and continuing to provide access. In many cases, LCR will have the only digital copy available, and may have assumed preservation responsibilities under the terms of granting agencies Page 14 Taylor Collections Team July 1 2009 REFERENCES No Brief Candle : Reconceiving Research Libraries for the 21st Century. 2008 142. Bennett, Scott 2003 Libraries Designed for Learning. Brazier, Caroline 2007 Resource Discovery at the British Library: New Strategic Directions. In WORLD LIBRARY AND INFORMATION CONGRESS: 73RD IFLA GENERAL CONFERENCE AND COUNCIL. Durban, South Africa. Chan, Sebastien Tagging and Searching--serendipity and museum collection databases. Electronic document, http://www.archimuse.com/mw2007/papers/chan/chan.html, accessed 12/11/2008, 2008. Courant, Paul N. 2008 The Future of the Library in the Research University. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 21. Council on Library and Information Resources. Dillon, Andrew 2008 Accelerating Learning and Discovery: Refining the Role of Academic Librarians. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 51. Council on Library and Information Resources. Luce, Richard E. 2008 A New Value Equation Challenge: The Emergence of eResearch and Roles for Research Libraries. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 42. Council on Library and Information Resources. Marcus, Cecily, Lucinda Covert-Vail, and Carol A. Mandel 2007 NYU 21st Century Library Project: Designing a Research Library of the Future for New York University. Nichols, Stephen C. 2008 Co-Teaching: The Library and Me. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Council on Library and Information Resources. Rentfrow, Daphnee 2008 Groundskeepers, Gatekeepers, and Guides: How to Change Faculty Perceptions of Librarians and Ensure the Future of the Research Library. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 58. Council on Library and Information Resources. Smith, Abby 2008 The Research Library in the 21st Century: Collecting, Preserving, and Making Accessible Resources Page 15 Taylor Collections Team July 1 2009 for Scholarship. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 13. Council on Library and Information Resources. Wittenberg, Kate 2008 The Role of the Library in 21st-Century Scholarly Publishing. In No Brief Candle: Reconceiving Research Libraries for the 21st Century. Pp. 35. Council on Library and Information Resources. Zorich, Diane M., Gunter Waibel, and Ricky Erway 2008 Beyond the Silos of the LAMs Collaboration among Libraries, Archives and Museums. Page 16 Appendix One : User Profile May 8 2009 APPENDIX ONE: USER PROFILES Throughout our interviews, readings and meetings we gathered information that we believed pointed to specific characteristics/expectations of users in the Taylor. These formed the basis for many of our discussions and recommendations. The Team clustered this information into three profiles, researcher, instructor and learner. Any individual can take on any of these roles, depending on their current needs, as well users will move between the different roles over time. Researchers Content Not flexible regarding content, need specific items and can't really substitute Instructors Content Will use what is available, don't want to invest time in gathering resources Space Supports working with large amounts of material simultaneously Space Supports repeat visits by classes—able to book/reserve space and collections Supports co-use of different collections Students can be sent to independently with confidence Can be entered with minimum they will find collections and advance preparation help Allows use of personal technology (software and hardware) Quiet spaces for concentrated work Learners Content Only interested in content that fits the course mandate, not likely to spontaneously explore alternative formats or content Space Supports exploration of large amounts of material simultaneously, don’t want to page items individually Supports independent exploration with help on hand Quiet spaces for concentrated work Effort Able to wait and spend time getting access to specialized content Effort Want easy to use tools to extract content for re use and collaborative learning. Not willing to spend time on processes or procedures Don’t want learning technology to take away from the actual topic Want to explore new tools and resources with little effort Not willing to spend time learning new tools unless they see the value ahead of time Knowledgeable staff easily available to help with Not willing to spend time on processes or procedures Knowledgeable staff easily available to help with technology, learning and research Page 17 Effort Very time sensitive, work within fixed schedule Collections should be available at all times, difficult to adjust personal schedules Unwilling to spend time learning new tools or using novel formats without clear mandate from instructor and course requirements Not willing to spend time on processes or procedures Appendix One : User Profile Researchers technology, learning and research Discovery Want the discovery resources for the materials they are interested in to be integrated, fewer places to search Want information on internal and external collections (UofC and non UofC) May 8 2009 Instructors Learners Knowledgeable staff easily available to help with technology, learning and research Discovery Want to create customized entry points and collections for student use Discovery Want single point of entry Are interested in hidden collections including microforms Often working from known items at lower levels—assigned readings and texts Be able to find out what other people are using Want a browsing option Want single point of entry that allows easy navigation to desired resource Are interested in hidden collections including microforms Want to know the content and types of collections in the Taylor before visiting Are interested in hidden collections including microforms Want a browsing option Uses Want to be able to re-visit resources at a later date Ability to document sources so that others can revisit them at a later date Uses Want to extract content and make digital copies for class use Students need to cite sources Store and create copies of own creative works Integrate Taylor collections into other sources to create a seamless learning environment Allow/prevent access to own creative works Creative assignments can be difficult to grade Cross disciplinary work is challenging Page 18 Uses Need to document and cite sources Lack skills to use non-print format, e.g., visual literacy Hard to do cross disciplinary work, don’t understand the expectations of different disciplines Limited life experience makes it harder to make creative associations or novel interpretations Appendix Two : Staffing Notes May 8, 2009 APPENDIX TWO: STAFFING NOTES The Collections team did not have extensive discussions regarding staffing, however, some themes became apparent over our meetings. 1. Specialized skills and knowledge are part of the value LCR adds to collections. Expertise ranges through preservation, rights, description, and how learners and scholars use information. There is concern that planning for services and facilities in the Taylor are not calling upon this expertise. As planning for the Taylor moves into operational considerations, and while physical plans are being finalized, expert staff should be more involved. For example, in the design of exhibition spaces, security and research/teaching support programs. 2. New services will be offered in the Taylor, however it is unlikely that overall staffing levels will increase. Supporting high priority collection activities—preservation, description, discovery, format migration, rights—will require the allocation of resources. The group often discussed that there was a need to integrate support for functions that span all types of collections, while maintaining specialized resources targeted to specific types of information. Another concern with the provision of new services is that this will lead to the realignment of staff, and the questions of reclassification and combination of like duties should be considered as part of this. For example: It is worth noting that in a combined service point that AUPE staff that do reference have a classification of Specialist Advisor II. So if we expect circulation staff to do reference as well as circulation at the new combined service point in the Taylor, we will have to reclass staff that currently classed as Operational Administrative II up to Specialist Advisor II. In the behind the scenes moving around of material, many of the behind the scenes tasks combine elements of both Circulation and current LFS staff. It may make more sense to combine create a new combined circulation unit that includes some of the current LFS staff. Rather than LFS, we may want a new unit that can do wayfaring, building security and monitoring of the Taylor loading docks, and leave stacks maintenance and shelving to the new Circulation unit. 3. There are fundamental responsibilities aligned with specific collections in the Taylor, which cannot be overlooked even when they may not be perfectly aligned with the program of the Taylor. Examples include Archives responsibility to handle University records, donor agreements which may limit use of special collections, MADGIC restrictions on use of certain data sets. We should be careful not to allocate staff away from these specialized needs. Page 19 Appendix Two : Staffing Notes May 8, 2009 4. New skills will be needed. Much of this will be aligned with using technology to support innovative uses of collections—scanning, digitization, printing, copying, etc. As well, integrating how we offer collections to users will require staff to work much more aggressively across the LAM boundaries, and with digital as well as physical collections. Page 20 Appendix Three: Sample Technologies May 8 2009 APPENDIX THREE: SAMPLE TECHNOLOGIES A cheerful, freewheeling, non copyright regarding survey of different technologies that exemplified to us the best of what the Taylor can aim to provide. 1. VIRTUAL EXHIBITS FIGURE 1 SYNTHESCAPE 3D IMAGING Synthescape provides a third party service to museums for the digitization of collections. As well they have worked with museums to produce innovative online exhibits. The above example is of an exhibit of Joe Farfard’s work at the National Gallery of Canada. 2. PRINT ON DEMAND FIGURE 2 ESPRESSO BOOK MACHINE The Espresso Book Machine provides an in-house solution for printing and binding digital texts. Other options include third party services that provide print on demand using off site equipment. Page 21 Appendix Three: Sample Technologies May 8 2009 3. NEW END USER TECHNOLOGIES FIGURE 3 SONY EBOOK READER Mobile Phones, Laptops, Notebooks, and dedicated reading devices. We need to find ways to provide content that can be used on all these platforms, and as important, moved between platforms at will. Pictured is the Sony Ebook Reader. Dedicated e-book readers are growing in acceptance. 4. SCAN ON DEMAND/IMAGE CAPTURE FIGURE 4 SCAN PRO 2000 Moving print (in paper or microfilm) to digital format increases portability and usability. We need to explore a range of technologies that make this possible. Pictured is the Scan Pro 2000, which rapidly converts microfilm and micro-card to usable digital images. Page 22 Appendix Three: Sample Technologies May 8 2009 FIGURE 5 SYNCHRON TABLE SCANNER Fine Art and other special print images required scanners with special lighting and high resolution. Pictured is an example of the Synchron line of Fine Art and Book scanners. 5. COLLECTION STEWARDSHIP FIGURE 6 DIGITAL HYDROMETER Taking preservation and control of the collection on as a core role means investing in the technology that makes this possible Pictured is a digital hydrometer which would provide superior record keeping and reduce staff time devoted to maintaining version that rely on paper rolls. Records like these help in negotiating loans from other collections Page 23