UCLAS Direction & Oversight Committee (DOC) Quarterly Update


To: UC Libraries Advisory Structure (via Jayne Dickson for information)

Users Council (via Jayne Dickson for information & distribution)

CoUL (for information)

LAUC (via Diane Mizrachi for information & distribution)

From: Direction & Oversight Committee, UC Libraries Advisory Structure

Date: March 2016

With this inaugural quarterly update, the Direction & Oversight Committee (DOC) launches a regular communication about its activities. Recent DOC activities include:


Reorganization and launch of a new UC Libraries Advisory Structure (UCLAS)

* Revised UC Systemwide Libraries Organizational Chart

* Defined and established guidelines for systemwide groups, including Leadership Groups, Shared Service Teams, Common Knowledge Groups, and Project Teams

* Transitioned the work of the Strategic Advisory Groups (SAGs) into the new UCLAS structure

* Established Shared Content Leadership Group (SCLG); transitioned work from former SAG3 Collection Licensing Subgroup to SCLG

* Approved (thus far) 16 UC Libraries Common Knowledge Groups (CKGs); transitioning former Bibliographer Groups to CKG structure

* Approved charge for ILL Courier Shared Service Team; established membership and launched team

* Approved charge for Digital Reference Shared Service Team; established membership and launched team

* Integrated the Shared Print Strategy and Shared Print Operations teams into UCLAS, revising charges as appropriate

* Launched UC Libraries Shared DAMS Project Team; approved charge, established membership, launched project team reporting to DOC

* Developed a lightweight project management template and a one-page form for submitting a project proposal

* Secured an annual operating budget from CoUL

* Appointed Catherine Nelson (UCSB) as LAUC representative to DOC

* Appointed Becky Imamoto (UCI) as LAUC representative to SCLG

In Process

* Draft requirements and investigate the feasibility of establishing a UC Libraries systemwide instance of Confluence wiki, with ongoing support provided by DOC shared service team

* Develop a rubric for evaluating the suitability of proposals for systemwide implementation

Additional details pertaining to the activities of the UCL Advisory Structure can be found in public minutes regularly posted online:

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Last updated: October 12, 2016

California Digital Library announces new leadership


Following an extensive international search, the University of California is pleased to announce the appointment of Günter Waibel as the new Associate Vice Provost and Executive Director of the California Digital Library (CDL). Waibel’s appointment will take effect in early…

Last updated: February 13, 2020

Groundbreaking University of California policy extends free access to all scholarly articles written by UC employees


On October 26, 2015, the University of California expands the reach of its research publications by issuing a Presidential Open Access Policy, allowing future scholarly articles authored by all UC employees to be freely shared with readers worldwide. Building on…

Last updated: January 13, 2020

UC Libraries Statement on Authors Guild v. Google


October 20, 2015
The University of California libraries applaud the ruling by the U.S. Second Circuit Court of Appeals that Google’s digitization of library collections, creation of search functionality, display of snippets, and provision of copies to its partner libraries…

Last updated: January 13, 2020

UC Libraries Advisory Structure -- October 2015


To: UC Libraries Advisory Structure (for information) via Jayne Dickson
Users Council (for information & distribution) via Jayne Dickson
LAUC (for information & distribution) via Diane Mizrachi
Cc: CoUL

Please find attached documents from the University of California Libraries Direction and Oversight Committee (DOC) regarding the new UCLAS structure and UCLAS organizational chart.

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Last updated: February 22, 2016

CDL Interim Leadership Named


Yesterday, Susan Carlson, UCOP’s Vice Provost for Academic Personnel and Programs, issued a formal announcement (below) regarding the California Digital Library’s interim leadership.


October 7, 2015

I am very pleased to announce the appointment of Ivy Anderson as Interim Executive Director of the California Digital Library effective October 1, 2015. Anderson’s appointment follows the retirement of Laine Farley, who left her post as long-time CDL Executive Director at the end of September. Anderson will lead the CDL as Interim Executive Director while a national search for a permanent head is underway.

Anderson has served as Director of Collection Development and Management at the CDL since late 2005, where she oversees a broad range of shared collections activities in collaboration with the ten UC campus libraries. She will continue these responsibilities while serving as Interim Executive Director. Anderson is well-known among the research library community for her work in collaborative licensing, shared collection development, and scholarly communication innovation, and holds leadership positions in numerous national and international initiatives. She currently serves as co-Principal Investigator for the Western Regional Storage Trust, a large-scale collaborative print journal archiving program in the Western U.S.; is a principal in the joint CDL-UC Davis Pay It Forward project, which is investigating the costs of a large-scale conversion to gold open access among North American research universities; serves on the Program Steering Committee and chairs the Collections Committee of HathiTrust, a shared digital repository of mass digitized book content; and is a member of the Executive Committee of SCOAP3, a global initiative to convert high-energy physics journals to open access. Anderson has also contributed to numerous national licensing standards efforts and has served on the advisory boards of PubMed Central, the Berkeley Digital Library Copyright Project, and the Licensing Initiative of the Association of Research Libraries.   Previous positions include Program Manager for E-Resource Management and Licensing at the Harvard University Library, where she established a shared licensing program among Harvard’s many libraries, and Head of Information Systems at the Brandeis University Libraries. She holds a B.A with honors in music from New York University, an M.L.S. from Simmons College, and completed requirements for the Ph.D. in music history and theory at Brandeis University.

I am also pleased that Felicia Poe, Manager of User Experience Design and Interim Director of the UC Curation Center (UC3), has agreed to serve as CDL’s Interim Deputy of Operations during this period.

Poe is known and respected within the UC library community for her expertise in user-centered design and assessment as well as for her contributions to effective organizational design. Poe came to the CDL in 2001 and formally established the CDL assessment, usability, and user experience program in 2004. She previously served on the UC Libraries’ Systemwide Operations and Planning Advisory Group and currently serves on the UC Libraries’ Direction and Oversight Committee. Poe holds a B.A. in International Relations from San Francisco State University and an M.I.S. in Information Science from Indiana University, Bloomington.

A national search for an Associate Vice Provost and Executive Director to lead the next era of digital library development at the CDL is currently underway.   Anderson and Poe will both serve in their interim capacities until the new AVP is on board.

Susan Carlson
Vice Provost for Academic Personnel and Programs

Last updated: December 11, 2017

New UC Libraries Annual Systemwide Plan and Priorities Announcement


To: UC Libraries Advisory Structure (via Rosalie Lack for information)
Users Council (via Jayne Dickson for information & distribution)
LAUC (via Diane Mizrachi for information & distribution)
Cc: CoUL
From: Lorelei Tanji, Chair, CoUL
Date: 29 September 2015

UC Libraries Colleagues,
The updated University of California Libraries, Annual Systemwide Plan and Priorities, 2015-2016 is now available from the Council of University Librarians (CoUL) at:
It is linked from the Vision and Priorities page of the UC Libraries website:
In order to provide more focus and clarity, CoUL adjusted the timeframe of the Systemwide Plan and Priorities from a rolling five-year span to a single year. Long-range goals have been added to the Vision and Priorities web page. The Annual Systemwide Plan and Priorities details CoUL's priorities for the coming year, corresponding to the long-range goals enumerated on the website. The document will be updated as each priority has a designated group (or groups) within the UC Libraries Advisory Structure assigned to it.
Lorelei Tanji
University Librarian, University of California Irvine Libraries
Chair, Council of University Librarians

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Last updated: February 22, 2016

CoUL/LAUC APM 360-4 Joint Task Force


To: UC Libraries Advisory Structure (via Jayne Dickson for information)
Users Council (via Jayne Dickson for information & distribution)
LAUC (via Matt Conner for information & distribution)

Cc: CoUL

RE: CoUL/LAUC APM 360-4 Joint Task Force

CoUL and LAUC have agreed to form a joint Task Force to revise the definition of the Librarian Series articulated in APM 360-4 (and replicated in APM 210). The Academic Planning Manual (APM) contains the university's policies and procedures regarding the employment of academic appointees. UCOP's Department of Academic Personnel and Programs develops, implements, and manages the content of the APM.

The members of the Task Force will include:

1. Matt Conner (LAUC President, UCD)

2. Diane Mizrachi (LAUC President-Elect, UCLA)

3. Emily Lin (LAUC member, UCM)

4. Alan Grosenheider (Chair, CoUL Administrative Services Advisory Group; UCSB)

5. Ginny Steel (CoUL advisor to MOU Negotiating Team, UCLA)

6. Brian Schottlaender (Chair, Joint TF, UCSD)

The Task Force will complete its work by summer's end so that the APM can be sent out for review with the revised language for APM 360-4 (and APM 210).

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Last updated: February 22, 2016

UC Libraries Metadata Sharing Policy


To: UC Libraries Advisory Structure (via Jayne Dickson for information)
Users Council (via Jayne Dickson for information & distribution)
LAUC (via Matt Conner for information & distribution)
Cc: CoUL
From: Rosalie Lack, Chair, Coordinating Committee, UCLAS
Date: 11 June 2015

The Council Of University Librarians (CoUL) has approved the UC Libraries Metadata Sharing Policy. The final version is available from the UC Libraries website:

The policy was written by the Metadata Policy Project Team, charged by Strategic Action Group 2: Access, Discovery & Infrastructure (SAG2). Through an iterative process, the Project Team worked closely with SAG2 and consulted with the other two Strategic Action Groups and the Collection Licensing Group, as well as relevant Common Knowledge Groups. This policy nicely provides a set of guidelines for sharing metadata managed by the UC Libraries and fulfills a longstanding goal of the Council of University Librarians.

Thank you to the Metadata Policy Project Team for their work:

Katie Fortney
Claudia Horning
Xiaoli Li
Louise Ratliff
Kathryn Stine
Adolfo Tarango

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Last updated: February 22, 2016

The Elephant Weighs In: Updates from HathiTrust and UC Libraries


It’s been a busy year for HathiTrust Digital Library. In April, the fivelephant_with_sune millionth volume was opened for public reading and partner downloading. That’s a weighty accomplishment and it couldn’t have happened without the vast contributions made by UC libraries, librarians, and staff. Congratulations!

CDL HathiTrust Outreach

Heather Christenson, Manager of Digital Content Development & Strategy at CDL, recently presented a UCLAS Webinar titled “HathiTrust: UC Collections and Services” (click to watch the full Webinar, or read slides). In it, she highlights UC’s continuing role in creating, building, and maintaining HathiTrust; services for partner libraries and researchers; UC’s recent HathiTrust initiatives; and HathiTrust’s current initiatives.

Recent UC Initiatives with HathiTrust


UC libraries have started depositing their locally digitized volumes into HathiTrust. With assistance from CDL, UC San Francisco and UC San Diego recently underwent the process required to deposit locally digitized volumes. UC Los Angeles, UC Merced, and UC Berkeley are currently undergoing the process to contribute their locally digitized materials. CDL assists campuses with the process by interpreting HathiTrust requirements and documentation, testing sample images, and working with Michigan staff on image remediation and metadata issues. If your UC library is interested in depositing locally digitized volumes into HathiTrust, please contact CDL as early in the process as possible.

This winter UC Berkeley kicked off an important component of  the UC Libraries’ system-wide Federal Document Archive Project by sending federal government documents to be scanned by Google and deposited into HathiTrust. Initiated by SAG3, the overarching goal of the system-wide project is to build both a print and digital archive of federal documents held across the UC libraries.

Zephir Gets a ZAG (Zephir Advisory Group)


Zephir is the bibliographic metadata management system for HathiTrust which the California Digital Library developed and now operates. Soon after the launch of Zephir, it became clear that the new system would benefit from the input of the HathiTrust Membership to guide its operation and development. Accordingly, the ZAG (Zephir Advisory Group) was launched on June 1, 2015.  According it its charge, the ZAG, “drafts and recommends new features and service enhancements to Zephir as well as metadata policies that have strategic impact on and/or implications for the broader HathiTrust community.”  Members of the ZAG include Patricia Martin from CDL and Todd Grappone from UC Los Angeles, as well as representatives from the University of Michigan, Indiana University,  University of Pennsylvania, University of Illinois, Cornell, and HathiTrust. 

The Zephir team at CDL is pleased to have the ZAG in place and looks forward to working with ZAG members.

Mike Furlough Visits UC Libraries

In February, HathiTrust Executive Director Mike Furlough visited CDL, UC Davis and UC Berkeley libraries to meet us, update us on HathiTrust initiatives, and give us a chance to get to know him. He gave a presentation at each campus providing an overview of HathiTrust collections, governance, and current initiatives (click to see slides). While in Davis, he also spoke at the Innovating Communication in Scholarship (ICIS) seminar where he presented on “The HathiTrust Research Corpus,” providing an extensive look at the work of the HathiTrust Research Center (click to see slides).


Current HathiTrust Initiatives

HathiTrust is currently developing a shared print monographs archive to ensure the preservation of print and digital collections, and to catalyze national or even continental collective management of partner collections. An initiative to expand coverage and access to US government publications is also currently underway. To achieve this, a registry of US Federal Government Documents is being developed to help locate materials for inclusion in the collections and to improve search and discovery. The HathiTrust Research Center is currently engaged in a number of initiatives to expand the support for computation (non-consumptive) research.

Popular UC Books in HathiTrust in 2015





Last updated: December 11, 2017