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: May 15, 2020

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

UCLAS 2.0 Draft Proposal & Timeline From CoUL



TO: CC Members; SAG 1-3 Members; CLS Members;

LAUC; UC Libraries/CDL Employees


RE: UCLAS 2.0 Draft Proposal & Timeline (below, and attached [PDF])

With benefit of two years of experience now, CoUL is proposing some changes to the UC Libraries Advisory Structure. Below is background information, draft UCLAS 2.0 highlights, next steps and a timeline.

We would like to thank all the many UC Libraries employees for your hard work and important contributions as we deployed our advisory structure (UCLAS 1.0). We value and appreciate your past work and encourage you to continue your contributions during the transition to UCLAS 2.0. We also certainly appreciate that transitions can be difficult and disruptive, but we are committed to streamlining this one. Now that the new Direction & Oversight Committee (DOC) has been charged, we will have more capacity to share updates and decisions and we look to current members to provide leadership and support during the move to the new structure.


In fall 2014, CoUL commissioned a consultant to assess the UCLAS structure and gather input from UCLAS participants. The final report was distributed publicly in April 2015 via various listservs (UC-L; CDL Users Council; etc.). We have used it to prepare a draft proposal (see Appendix 1) to modify the UCLAS structure.

Some of the issues the modified structure are intended to address include:

1. Clearly defining which groups are responsible for:

a. Strategic planning & policies

b. Objectives-setting

c. Operational advice

d. Collaborative

e. Interest-sharing

2. Considering, and trying to reduce, the workloads generated by and time spent on UCLAS activities.

3. Reducing the number of individual who need to participate in the structure, by not forming so many "all-campus groups"

4. Providing more guidance and support by forming a new "Direction &Oversight Committee (DOC)"

CoUL also wants to focus more on strategic directions/communications and less on operations. We hope that the UCLAS structural modifications proposed, along with the appointment of a CoUL Portfolio Manager, will facilitate that.

Selected highlights of UCLAS 2.0 (see Appendix 1 Chart)

* The proposed Direction & Oversight Committee (DOC) will help provide clear communication and oversight of teams and groups, including: Collaborative Teams and Operations Groups. DOC will help ensure that operation activities remain in alignment with system-wide priorities and strategies. See Appendix 2: DOC Charge & Membership

* DOC will report directly to CoUL. We hope this will streamline decision-making and communication, and will lead to greater agility.

* The ULs Steering Committee will have, as it does now, the chair of CoUL, the past chair of CoUL, the CDL Executive Director, and Joanne Miller who supports CoUL. Added to this group will be the vice chair of CoUL, chair of DOC and the CoUL Portfolio Manager.

* The CoUL Portfolio Manager (CPM) will be an ex officio member of CoUL, the ULs Steering Committee (ULSC), and DOC. The CPM serves as the bridge between these groups; helps ensure strategic alignment between priorities and resources; and helps CoUL draft and convey strategic communications.

* In order to ensure they are as agile as possible, Collaborative Teams will likely not have "all-campus representation," while the membership of the Operations Groups will likely vary by portfolio.

* The work of the Collections Licensing Group will be folded into what we expect will be an OG for Collections Services. Since this group will make decisions around licensing, it will have members from all campuses.

* The groups below the dotted line in the Appendix 1 chart are the same as in UCLAS 1.0 except that the "Operations Teams" have been renamed "Shared Services Teams.". We anticipate that these groups will continue to operate in the same self-organizing way--but will ask DOC to help clarify roles, responsibilities, and provide guidelines.

Some next steps towards finalizing UCLAS 2.0

* DOC will identify what they consider appropriate Operations Groups and Collaborative Teams, draft charges for these, and provide CoUL with recommendations on their membership.

* Forthcoming statement of principles for UCLAS 2.0 will be provided by DOC.

* Illustrate how ideas are generated and flow via UCLAS 2.0 structure.

* DOC will clarify roles and relationships for CIGs, Shared Services Teams, Bibliographer Groups, and CDL Advisory Groups.

Draft Timeline:

* April through June:

o CoUL distributes UCLAS Assessment Report with a notice that proposed changes are forthcoming.

o CoUL distributes draft UCLAS 2.0 proposal with rationale; hosts a conference call between ULSC, CC, SAGs, CLS, and LAUC Exec Board Officers to help frame and communicate the proposed changes; hosts a webinar to share the proposal more broadly; and works with CC to draft a charge for DOC.

* June - August:

o CoUL publicly announces UCLAS 2.0 and shares draft proposal and timeline.

o CoUL charges the new DOC to help determine which Operations Groups and Collaborative Teams are needed and the scope of their duties; DOC drafts charges for OGs and CTs.

o The work of the present CC & UCLAS groups continues in parallel until transition is ready to be implemented; CC, SAG, and CLS members' terms will be extended until the transition takes place.

* By Summer/Fall 2015: CoUL will hire Portfolio Manager.

* September 2015: Transition the work of the Coordinating Committee to DOC.

* September/October 2015: Transition SAGs/CLS/CKGs etc. to new UCLAS2.0 structure of DOC/OGs/CTs/CIGs etc.


Council of



1 CoUL Membership includes ULs, CDL ED and CoUL Portfolio Manager. The Portfolio Manager serves as an important link between CoUL, ULSC, and DOC.

2 UL Steering Committee (ULSC) Membership = Chair, Vice Chair, Past Chair, CDL ED, CDL Analyst (Joanne Miller), CoUL Portfolio Manager. The ULSC has existed since 2001, and is responsible for planning and tracking CoUL meeting agendas.

3 DOC Membership = All campus representation that is made up of: Past CoUL Chair, CDL AUL/Director, CoUL Portfolio Manager; OAG Chairs, At-Large AULs/DULs (from campuses not already represented as OAG Chairs)---one of the AUL/DUL At-Large representatives serves as the Chair and DOC members serve as liaisons to various Collaborative Teams.

4 ASAG Membership = All-Campus representation; report directly to CoUL.

5 Collab Team membership is NOT All-Campus, but skills-based. Ad hoc/project groups. Possible Collabs: DAMS development; Shared ILS; SPiP, etc.

6 OG membership will be skills-/portfolio-based. CoUL/DOC will determine whether the membership will be All-Campus or not, on a case-by-case basis. Principles will be developed to facilitate this determination. At a minimum, OGs will include 5 members, plus 1 LAUC rep. Possible OGs: Collections Services, Research Services, User Services, etc.



2015.06.02 Services A


Operations Group6 (OG 1)

Direction & Oversight Committee (DOC)3


CDL Advisory Group7

Appendix 2

Direction and Oversight Committee (DOC) Charge



The UC Libraries Advisory Structure 2.0 (UCLAS 2.0) is the result of a number of factors: a) consultant's assessment survey of UCLAS 1.0 recommending various changes and/or areas for improvement; b) CoUL's increased focus on strategic directions vs. operations; c) acknowledgment that the current UCLAS 1.0 is very time-intensive for staff; d) keen interest in creating an agile and streamlined structure to address system-wide goals and initiatives more efficiently. UCLAS 2.0 builds upon the success and experiences from UCLAS 1.0, and aims for a more direct and responsive approach in terms of decision-making and communication; yet a lighter and more fluid approach in terms of idea generation; and a focused and selective approach to system-wide initiatives to ensure the greatest impact and value in support of UC system and community. The Direction and Oversight Committee (hereafter referred to as DOC) is a pivotal group in the UCLAS 2.0 structure.


DOC is charged to carry out the vision, strategies, priorities, and policies established by CoUL. DOC will play a key role in implementing this by overseeing the Collaborative Teams, and the Operations Groups. DOC will play a critical role in expediting decision-making, keeping activities in alignment with strategic directions, facilitating and evaluating new ideas and initiatives put forward by UCLAS groups, and ensuring effective communication between CoUL and UCLAS groups, as well as fostering cross-communication among the groups.


There will be 3 phases to DOC's work:

1) Initial Planning Stage for UCLAS 2.0 (June - August 2015)

2) Transition & Implementation (August - September/October 2015)

3) Ongoing Responsibilities & Assessment (October 2015 - onwards)

Key Tasks and Responsibilities:

In conjunction with CoUL - DOC helps develop, set, and implement strategies, priorities, and policies. Provides direction and oversight of Collaboration Teams (CT), and Operations Groups (OG).

A. Planning Stage:

* Identifies and recommends the appropriate OGs and CTs; drafts charges for UCLAS2.0 groups; recommends membership for CoUL approval.

* Working with the existing UCLAS (Coordinating Committee with SAG/CLS chairs are inventorying the current activities)-helps map the current activities to the new structure.

* Assists CoUL with the next iteration of the Systemwide Plan & Priorities that will guide UCLAS 2.0 starting Fall 2015.

B. Transition & Implementation Stage:

* Helps develop communications, guidelines, best practices to provide guidance to new groups as appropriate.

* Sponsors and coordinates any transitional webinars/forums that will launch the official transition and implementation of UCLAS 2.0; provides clarification and responds to queries.

C. Ongoing role & responsibilities:

* In conjunction with CoUL - expedites decision-making and stream-lines processes as appropriate

* Serve as liaisons to the Collaborative Teams and may serve as OG Chairs

* Ensures activities are in alignment with strategic directions

* Facilitates and evaluates new ideas and initiatives put forward by UCLAS groups

* Notifies CoUL of key issues that need to be addressed

* Ensures effective communication between CoUL and UCLAS groups; foster effective cross-communication among the groups

* Assists CoUL in drafting charges for any new groups after the UCLAS 2.0 launch

* Assists CoUL in drafting various white papers (or delegates that responsibility to an appropriate group)

* Identifies benchmarks for future assessment of UCLAS 2.0; helps coordinate assessment after a suitable period (approximately 12 to 18 months after launch).

Appointing and Reporting Relationships

DOC Reports to CoUL. CoUL will appoint the DOC Chair and group members taking into consideration a balance of expertise and skills.


Terms are generally 2 years and are renewable; staggered terms are desirable for continuity, which may result in slightly longer terms for certain individuals, especially at the beginning.

* DOC Chair: Donald Barclay, UCM

* DOC Members-at-Large:

o Elizabeth Dupuis, UCB

o Gail Yokote, UCD

o John Renaud, UCI

o Todd Grappone, UCLA

o Ann Frenkel, UCR

o Janet Martorano, UCSB

o Robin Chandler, UCSC

o Catherine Friedman, UCSD

o Polina Ilieva, UCSF

* DOC member - CDL Representative: Felicia Poe

* Ex officio, Past CoUL Chair: Virginia Steel, UCLA

* CoUL Portfolio Manager: TBD

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Last updated: February 22, 2016

UC Libraries Advisory Structure Quarterly Report


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

Users Council (via Jayne Dickson for information & distribution)

CoUL (for information)

LAUC (via Matt Conner for information & distribution)

From: Coordinating Committee, UC Libraries Advisory Structure

Date: 26 May 2015

UC Libraries Colleagues,

A detailed quarterly report of the UC Libraries Advisory Structure (UCLAS) activities is now available:

Additional details pertaining to the activities of the Council of University Librarians, and the advisory structure's Coordinating Committee, Strategic Action Groups and Collection Licensing Subgroup can be found in minutes regularly posted online:

Questions about advisory structure activities can be directed to campus and LAUC representatives on the Strategic Action Groups or directly to the Coordinating Committee at

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Last updated: February 22, 2016

UC Systemwide Licensed Content Video Series


To: Users Council (for information and distribution) [via Jayne Dickson]
UC Libraries Advisory Structure (for information) [via Jayne Dickson]
CLS (for information) [via Ivy Anderson]
Resource Liaisons (for information) [via Holly Eggleston]
Bib Group Chairs (for information and distribution) [via Wendy Parfrey]

Are you curious about how electronic information resources are licensed systemwide for access by users at campuses throughout the University of California? How are resources selected, paid for, activated, monitored and assessed? How are decisions made, and who performs ongoing maintenance activities? How are issues with these resources reported and resolved?

The UC Systemwide Licensed Content video series provides campus librarians and library staff with an introduction to systemwide licensed content at the University of California. These short videos, commissioned by the UC Libraries Collection Licensing Subgroup and presented by California Digital Library staff, provide an overview of the different services, resources, processes and groups involved in the full lifecycle of systemwide licensed resources.

To complement the orientation series, CDL is planning to produce additional videos to provide greater detail on individual projects, common procedures and specific services. We'd appreciate your suggestions for future video topics - please see the video series web page for more information.

If you have questions about the video series as a whole, please contact your campus CLS representative ( and/or CDL at

Holly Eggleston
Electronic Resource Analyst /
Resource Liaison Coordinator
California Digital Library
UC Office of the President
510-893-5212 (fax)

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Last updated: February 22, 2016

CDL Technical Requirements for Licensed Resources – 2015 Update


tech_reqAn updated version of the Technical Requirements for Licensed Resources document has been posted to

The Technical Requirements document is primarily intended for new and continuing vendors of the University of California’s systemwide licensed electronic resources, but it’s worth a read by those interested in how we set expectations for these vendors. This document summarizes the major technical issues considered during our decision-making process, and offers vendors insight into our preferred solutions, why they’re important to the University of California, and what their implications are for prospective vendors.

The CDL sets a high standard for vendors that ultimately benefits all academic customers and leads to more competitive products for the publisher or vendor.

Major changes in the 2015 revision:

  1. Updates to many linked standards
  2. Substantial changes and additions to several sections, including:
    1. Authentication – Vendor Managed Authentication
    2. Discoverability
    3. Accessibility / ADA Compliance
    4. User Interface / Usability
    5. Presentation of Access Entitlements
    6. Mobile Device Computing
    7. Text and Data Mining
    8. Usage Statistics

For questions and comments about the Technical Requirements document, please contact

Last updated: December 11, 2017

UCLAS Webinar: May 12, 11-Noon


To: UC Libraries Advisory Structure (via Rosalie Lack 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: 30 April 2015

UC Libraries Colleagues,

We are pleased to announce the next webinar in the UCLAS Webinar Series.

The Coordinating Committee would like to thank the LAUC Executive Board for their help in identifying topics and speakers for the UCLAS Webinar Series.

Mark your calendar! HathiTrust presentation

Description: The UC Libraries have digitized over 3.6 million volumes that constitute over 27% of the HathiTrust Digital Library. Your colleagues from the UC Libraries and CDL contribute at all levels in HathiTrust governance and operations. Given our collective investment in HathiTrust, how can we get the most out of this collaborative resource and its many services? Heather Christenson from the CDL will provide an overview of HathiTrust services, how libraries and our scholars can use HathiTrust, and some of the challenges and opportunities ahead.

Presenter: Heather Christenson, Mgr. Digital Content Development & Strategy, CDL

When: May 12, 11 - Noon

Register now:

Who can attend? The webinars are open to all UC librarians and library staff. They will be recorded and posted online afterwards, if you are unable to attend the live session.

UCLAS Webinar Series Homepage:

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Last updated: February 22, 2016

Calisphere collections now available through the Digital Public Library of America (DPLA)


DPLA/Calisphere bannerResearchers are now able to explore Calisphere’s incredible collection of digital primary sources within the Digital Public Library of America (DPLA). This month, the CDL successfully shared more than 225,000 metadata records from Calisphere from UC libraries and over 120 other libraries, archives and museums in California with DPLA. In addition, another 112,000 from the collections of the San Francisco and Los Angeles public libraries were shared as part of a pilot to grow the number of California contributions. As a result, visitors to the DPLA website will now be able to discover important digital collections from across California, amidst a large and growing national aggregation. DPLA currently provides access to over 10 million items contributed by 1,600 institutions nationwide.

This is just the first round of what is now an ongoing service at the CDL. In its role as a DPLA Content Hub, CDL will routinely share metadata records for resources contributed to Calisphere, and the number of shared records will continue to grow as CDL begins harvesting more metadata from the UC Libraries through the new UC Libraries Digital Collection platform.

For more information

CDL began the process of launching as a new DPLA Content Hub in 2014, on behalf of the UC Libraries and with the endorsement of the Council of University Librarians. The work has been made possible through generous support from DPLA and the National Endowment for the Humanities.

Additional information about CDL’s launch as a Content Hub is available at

Last updated: November 14, 2019