UCLAS Webinar Series: UC Libraries Digital Collection


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 March 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! UC Libraries Digital Collection presentation

Description: Each of the UC Libraries is creating and maintaining an impressive array of significant digital collections. The UC Libraries Digital Collection project (UCLDC) is a systemwide initiative to build a technical platform that will provide the libraries with more options for managing, aggregating, and sharing those collections. Sherri Berger from the CDL will provide an overview of the platform and what you can expect to see when it launches this summer.

Presenter: Sherri Berger, Product Manager, CDL

When: April 10, 10-11 am

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

February UC3 Service Updates Summary


To: Users Council (for information and distribution)
CoUL (for information)
UCLAS (for information) via Rosalie Lack

Subject: February UC3 Service Updates Summary

Attached are service updates for Dash, Merritt, and WAS for February 2015. Highlights include:

* UCI Dash offers geographic access. We partnered with UC Irvine to develop a map feature. Currently, there are no datasets with geographic metadata in production yet, but you can see the functionality on the stage server:

Please let us know if you have any plans for geographic metadata.

* Successful automated harvesting into Merritt. We recently reached a milestone in our work with Open Context by successfully completing an automated harvest using the Atom feed of their datasets to ingest into Merritt. At almost 1 million objects, this is the largest collection in Merritt by number of objects. You'll find the Merritt collection here:

* Web Archiving Service (WAS) Transition to Archive-it. The transition is on target for the first UC group to migrate in March.
For more details see this month's updates, the UC3 web site, or contact me, Perry Willett, or Rosalie Lack.


Felicia Poe
Interim UC3 Director

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Last updated: February 22, 2016

UC Davis, CDL to Lead Major Project to Build Open Access Financial Model


(Davis, CA) – The University of California, Davis and the California Digital Library (CDL) will lead a major new project, with an $800,000 grant from the Andrew W. Mellon Foundation, to help define the future of Open Access to scholarship. Pay It Forward: Investigating a Sustainable Model of Open Access Article Processing Charges for Large North American Research Institutions is a year-long effort to study the implications of new funding models for scholarly communications, particularly the use of article processing charges, and determine their sustainability for research universities in the U.S. and Canada. The project partnership includes three major research libraries (Harvard University, Ohio State University and the University of British Columbia) as well as the ten University of California campuses. The project will create a detailed, flexible, and publicly available financial model to help university administrators and librarians develop Open Access policies and strategies.

“Research libraries are excited by the prospect of free Open Access to scholarly journals but worry that financing it via article processing charges (APCs) may become even more expensive than the current journal subscription model, particularly for large research universities like the University of California and our partners,” said MacKenzie Smith, UC Davis’ University Librarian and lead investigator. “Our mission as libraries is to insure access to research, and Open Access is a promising means to that end. But we must be proactive in working with the publishing community to achieve that goal in a sustainable manner. Providing access to published research is increasingly unaffordable, even for the wealthiest institutions, and the information that this project will develop is critical to help the research community continue to provide access to research results in an Open Access future.”

The project brings together a group of scholarly communications experts, including Greg Tananbaum (ScholarNext), Dr. David Solomon (Michigan State University), Dr. Bo-Christer Björk (Hanken School of Economics, Helsinki, Finland), Dr. Mark McCabe (University of Michigan and Boston University), and Dr. Carol Tenopir (University of Tennessee, Knoxville). The team will create both an in-depth qualitative analysis of authors’ attitudes towards Open Access publishing fees and a detailed financial model of these fees relative to current library journal budgets and additional funding sources. The project will also collaborate with information providers Elsevier (Scopus) and Thomson Reuters (Web of Science) as well as the Association of Learned and Professional Society Publishers, whose membership includes several hundred scholarly and professional publishers. The team will build a series of models depicting the social and financial impact of a largely APC-funded publishing landscape on the institutions participating in the study under a variety of assumptions and across different academic disciplines.

“Our hope is that we can develop a model that can aid the community in developing a balanced view of publication costs and how they can be shared in a reasonable way among libraries, funders, publishers and authors,” said Laine Farley, Executive Director of the California Digital Library. “Because our institutions represent the full spectrum of disciplines, we also want to identify approaches that can take into account differences in publication patterns and funding options among them.”

The project came out of a 2013 planning effort that looked at the institutional costs of converting scholarly communications, particularly scholarly journals, to an entirely Article Processing Charge business model, often referred to as “Gold Open Access.” In that funding model, researchers—generally with support from their institutions or funders—pay in advance to publish, enabling readers to access published articles for free from the publisher’s web site or another scholarly repository. Researchers at the University of California author a large proportion of the scholarly literature and are strong supporters of Open Access, as evidenced by the UC faculty Senate’s recent Open Access policy, but the implications of converting the cost of scholarly communications to an “author pays” model are significant for large research institutions that generate a disproportionate amount of the scholarly literature. While APCs are not the only means to achieve Open Access, the model is becoming increasingly prevalent in other parts of the world, making it important to understand its potential implications for North American universities. Finding the right financial model to pay for scholarly communication while making it more accessible requires significantly more evaluation before any model can be universally accepted.

About UC Davis

UC Davis is a global community of individuals united to better humanity and our natural world while seeking solutions to some of our most pressing challenges. Located near the California state capital, UC Davis has more than 34,000 students in four colleges and six professional school schools. The campus has an annual research budget of over $750 million, a comprehensive health system and about two dozen specialized research centers that lead nationally and internationally recognized research projects studying issues effecting academic and research libraries around the world. The UC Davis University Library is among the top 100 research libraries in North America, and belongs to the Association of Research Libraries, the Digital Library Federation, and other organizations that position it to collaborate with other top organizations.

About the California Digital Library

The California Digital Library (CDL) was founded by the University of California in 1997 to take advantage of emerging technologies that transform the way digital information is published and accessed. Since then, in collaboration with the UC libraries and other partners, the CDL has assembled one of the world’s largest digital research libraries and changed the ways that faculty, students, and researchers discover and access information.

More information is available at the project’s web page:

Last updated: February 22, 2016

Announcing Journal Archiving Campaigns (JACS) to the RLFs - a new service


Users Council (for distribution) via Jayne Dickson
CoUL (for distribution) via Lorelei Tanjii
UCLAS (for distribution) via Rosalie Lack
AULs Collections
Chairs of Bibliographer Groups (for distribution)
RLF deposit contacts (for distribution) via Colleen Carlton and Erik Mitchell

Emily Stambaugh (on behalf of UC Shared Print Strategy and Operations Teams)

Dear UC Colleagues,

The UC Shared Print Strategy and Operations Teams are pleased to announce a new service: Journal Archiving Campaigns to the RLFs (JACS).

Journal archiving campaigns provide a coordinated approach to selecting, depositing, consolidating and preserving print journal backfiles at the RLFS. The service consists of annual, coordinated deposits of all campus holdings for a defined list of journals to the RLFs. For each title on the selected list, a single, shared print archive is disclosed in OCLC and stored for long term preservation and access. The JACS also include a deduplication component; RLF staff will take care of removing duplicates and processing discards.

The JACS are designed to advance UC's goals to preserve the scholarly record, accelerate the development of shared print archives of journal backfiles, integrate UC's shared print collections with broader regional and national shared collections, and create substantial opportunities to reallocate library space.

Benefits of this service include preservation of archived journals in environmentally controlled conditions, , consolidated holdings at one location, systemwide discovery and equitable access to all UC users from the RLFs, informed selection through systemwide collections analysis and bibliographer-led selection, and a simpler approach for campuses that volunteer to make deposits. Shipping to the RLFs is also made easier through a dedicated courier; JACS shipments are paid for by CDL.

Campuses participate in the service voluntarily. Several campuses have already participated in this type of activity through the JSTOR project. So, the JACs build off of an already successful existing model and simply extend it to both RLFs, all campuses (that wish to join), and for a broader title list.

The first annual journal archiving campaign will run July 2015 to June 2016 and will consist of approximately 500 titles (250 titles for each RLF). It will include WEST, JSTOR and additional titles selected by UC's bibliographers on the Shared Print Strategy Team and in consultation with UC bibliographer groups. Bibliographers will be supported by the PAPR collections analysis system for journals, which provides a systemwide view of UC's print journal holdings and overlap. In the second year, a process for title nominations will be put in place so that bibliographers can also recommend titles for archiving.

Please visit the Journal Archiving Campaigns website, to learn more.

We also invite you to join a webinar to learn more about the Journal Archiving Campaigns, the benefits to your library and how your campus can participate. The Strategy Team will host 3 webinars in the upcoming weeks. Each webinar will include the same information. Please RSVP to join a webinar that best fits your schedule by completing this poll. There will be ample Q&A time; we'd like to get your feedback. Please join us:

* Thursday, March 19, 3-4 pm (, participant code 9879673. Audio dial in 866-740-1260, access code 9879673#)

* Monday, March 23, 3-4 pm (, participant code 9879673. Audio dial in 866-740-1260, access code 9879673#)

* Tuesday, March 31, 9-10 am (, participant code 9879673. Audio dial in 866-740-1260, access code 9879673#)

The shared print teams are actively working on additional operation details for the JACS. We will send out more information in the upcoming months. Some activities currently under development include a shipping contract, collections analysis, a disclosure policy, a volume-level validation standard and an access policy for the resulting archives. Closer to launch, a planning advisory message will go to campus AULS for Collections with a more formal request for campus intention to participate.

In the meantime, please join us on a webinar. And visit the website for additional information as it is posted. Note:the more detailed original service proposal to SAG3 and CoUL is also posted on the website.

We look forward to serving your collection management needs!


Emily Stambaugh on behalf of

UC Shared Print Strategy and Operations Teams

Shared Print Strategy Team
Colleen Carlton (SRLF)
Jim Dooley (UCM)
Ann Frenkel (UCR)
Catherine Friedman (UCSD, SAG2 liaison)
Martha Hruska (UCSD, SAG3 liaison)
Becky Imamoto (UCI)
Erik Mitchell (NRLF)
Brian Quigley (UCB)
John Renaud (UCI)
John Riemer (UCLA)
Brian Schottlaender (UCSD)
Roger Smith (UCSD)
Emily Stambaugh (CDL, Chair)
Danielle Watters Westbrook (CDL)
Joseph Yue (UCLA)

Shared Print Operations Team
Colleen Carlton (SRLF)
John Doing (SRLF)
Erik Mitchell (NRLF, Chair)
Lisa Rowlison de Ortiz (UCB)
Charlotte Rubens (NRLF)
Victoria Sours (NRLF)
Emily Stambaugh (CDL)
Tin Tran (SRLF)
Danielle Watters Westbrook (CDL)

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Last updated: February 22, 2016

UC Press and the CDL Receive $750K Grant from the Andrew W. Mellon Foundation


The University of California Press (UC Press) and the California Digital Library (CDL), have received a grant of $750,000 from the Andrew W. Mellon Foundation to develop a web-based, open source content and workflow management system to support the publication of open access (OA) monographs in the humanities and social sciences. When complete, this system will be made available to the community of academic publishers, especially university presses and library publishers.

UC Press is committed to developing a thriving and sustainable ecosystem for the humanities and social sciences and to preserving the monograph as a key vehicle for original scholarship. Last month, UC Press announced Luminos (, a new OA program that brings universal access and advanced digital delivery to the monograph. Development of a new Mellon-funded content and workflow management system will support Luminos, and other OA initiatives, by stripping out complexity—and cost—and enabling sustainable models to flourish.

For CDL, development of a content management solution represents the opportunity to extend its current publishing services to better support monographic series publications in eScholarship (, UC’s institutional repository and OA publishing platform. Academic units on the UC campuses are frequently home to innovative, faculty-led book publishing programs with limited staffing. Providing a flexible and efficient workflow management system on the back end of eScholarship will enable these programs to focus resources on the important work of acquiring and raising the visibility of their publications.

“We want to drive innovation that shapes—rather than merely responds to—how scholarship can thrive in a global, deeply networked, public sphere,” says UC Press Director Alison Mudditt. “Digital infrastructure is essential for us to publish traditional and innovative forms of research cost-effectively and ensure maximum global reach. This is not a problem for UC Press alone, however, and by developing an open source solution we believe our system can benefit all of university and library publishing.”

CDL Executive Director Laine Farley comments, “I’m delighted we can work with our colleagues at UC Press to contribute to the new infrastructure needed to move both library and press publishing into a more efficient and forward looking position. This project is an ideal blending of our expertise to realize a common vision.”

The proposed system will increase efficiency and achieve cost reduction by allowing users to manage content and associated workflows from initial authoring through manuscript submission, peer review, and production to final publication of files on the open web, whether via a publishing platform or an institutional repository. The system will streamline production so publishers can redirect resources back into the editorial process and disseminate important scholarship more widely.

During this two-year period, the system will be designed and built to support the new open access models being pursued by UC Press as well as CDL’s current publishing programs. Throughout the two-year grant from the Andrew W. Mellon Foundation, UC Press and CDL will engage other university presses and library publishing units to ensure the system will meet the needs of a range of organizations. UC Press and CDL have built in a plan for long-term sustainability to ensure that this resource will continue to serve these communities and will realize its potential to re-invigorate the domain of monographic publishing within the humanities and social sciences.

University of California Press is one of the most forward-thinking scholarly publishers in the nation. For more than 120 years, it has championed work that influences public discourse and challenges the status quo in multiple fields of study. At a time of dramatic change for publishing and scholarship, UC Press collaborates with scholars, librarians, authors, and students to stay ahead of today’s knowledge demands and shape the future of publishing. For more information contact, Lorraine Weston, Associate Director of Publicity, at or (510) 883-8291 or visit our website at

The California Digital Library (CDL) was founded by the University of California in 1997 to take advantage of emerging technologies that transform the way digital information is published and accessed. Since then, in collaboration with the UC libraries and other partners, the CDL has assembled one of the world’s largest digital research libraries and changed the ways that faculty, students, and researchers discover and access information. For further information contact Catherine Mitchell, Director, Access & Publishing Program, at or (510) 587-6132.

Last updated: February 22, 2016

Calisphere: Gearing up for DPLA in April


DPLA/Calisphere bannerLast year, the Digital Public Library of America (DPLA) welcomed the California Digital Library as a DPLA Content Hub, on behalf of the UC Libraries and with the endorsement of the Council of University Librarians.

In its role as DPLA Content Hub, CDL will be sharing metadata records from Calisphere, a website with approximately 250,000 digital primary source objects contributed by libraries, archives, and museums across the state.

Offering a single point of public access to millions of items from libraries, archives, and museums around the United States, the DPLA will afford Calisphere contributors broader visibility within a robust aggregation of digital resources for a national audience.

Over the course of the past year, we have been developing processes and a target timeframe to share Calisphere metadata records with DPLA on an automated basis.

Key information about the timeframe and process

  • Early April 2015: Calisphere metadata records will be exposed through DPLA in early April. Metadata records for any new digital items added to Calisphere will also be shared with DPLA on an ongoing basis.
  • No action is required on the part of Calisphere contributors: We are coordinating work with DPLA to harvest metadata records from Calisphere, for subsequent exposure through DPLA’s portal.
  • DPLA will provide broad public access to the metadata records: The metadata records will be openly available and searchable on DPLA’s public website (just as they already are on Calisphere). A Creative Commons Public Domain Dedication (CC0) will also be assigned to all metadata records.

For more information
You can find more specific information about the DPLA Content Hub launch — including FAQs and additional resources — on the following wiki:

If you have questions about the launch or any of the processes associated with exposing metadata records to DPLA, please contact us at


Last updated: November 14, 2019

The Consortium of California Herbaria (CCH) has its roots in the California Digital Library (CDL)


By Staci Markos, UCB Jepson Herbaria (

All over the world, dried plant collections are maintained in herbaria. Collections from California date from the early 1800s to the present. Each plant specimen is mounted on a sheet of acid-free paper along with a label that details where and when the plant was collected, who collected it, and other site-specific information. Botanical specimens are an irreplaceable, tangible record of biodiversity at a particular time and place.

Traditionally, herbaria have been used as a resource for the development of taxonomic and floristic treatments including the identification and description of new species. Specimens and their associated data are also used as powerful tools for researchers seeking to answer questions ranging from evolution and local patterns of diversity to larger scale questions like tracking invasive species, natural resource management, and global climate change.

What is the Consortium of California Herbaria (CCH)?
The Consortium of California Herbaria is a gateway to information from California vascular plant specimens that are housed in over 30 participating herbaria. Through a single interface, the CCH serves over 2 million specimen records, 70% of which are georeferenced (i.e., include latitude and longitude). With support from the California Digital Library, the CCH began in 2003 around botanical collections from University of California herbaria; it has quickly expanded into what the CCH is today, a truly collaborative network of herbaria from throughout the state (and beyond).

Why is the CCH important?
Before the CCH existed, the only way for researchers to access plant specimens and their data was to personally visit a herbarium and go into the “stacks”. A few herbaria had online databases but any comparative research entailed accessing data in different formats that could not be readily combined.

The CCH has revolutionized the way these data can be accessed by collating a tremendous amount of information contained on specimen labels from large and small herbaria throughout California and serving these records online at a remarkable scale.


Last updated: February 12, 2015

UC Libraries Advisory Structure Report November-December


To: UC Libraries Advisory Structure (via Rosalie Lack 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: 3 February 2015

UC Libraries Colleagues,

A detailed report of the UC Libraries Advisory Structure (UCLAS) activities is now available for the period of November and December 2014:

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

Last updated: February 3, 2015

December UC3 Service Updates Summary


To: Users Council (for information and distribution)
CoUL (for information)
UCLAS (for information) via Rosalie Lack

Attached are service updates for DMPTool, Dash, Merritt, and WAS for December 2014. A few specific things to share include:

* Trisha Cruse Retirement. Trisha, UC3 Director, has retired from UC. More information on her career: We wish her the best!

* Web Archiving Service (WAS) Transition to Archive-it. The CDL and the UC Libraries are partnering with Internet Archive's Archive-It Service; in the coming year, WAS collections and all core infrastructure activities will be transferred to Archive-It. The CDL remains committed to web archiving and is exploring opportunities with Harvard, MIT, Stanford, UCLA, and others to work closely with Archive-It to create an expanded roster of added-value tools and services.

* UCSC Dash Live. Joining UCB, UCI, UCLA, and UCM, UCSC Dash is now live.

* Hiring a Data Management Product Manager. The job requisition closes on Jan 28, 2015. More information here:

For more details please take a look at the updates, check out our web pages, or contact me, Perry Willett, or Rosalie Lack.

All for now,

Felicia Poe
Interim UC3 Director

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Last updated: January 16, 2015

SAG 3 Shared ILS/RMS Feasibility TF Report


Date: 6 January 2015

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

CC: CoUL (for information)

From: Diane Bisom, Chair, Strategic Action Group 3, UC Libraries Advisory Structure (via Rosalie Lack, UCLAS, Chair)

UC Library Colleagues,

CoUL is now discussing the SAG 3 Shared ILS/RMS Feasibility Task Fort Report. CoUL has made no decisions on the recommendations or actions in this report, but would like to share this report with UCLAS and campus library employees. The Executive Summary is publicly available on the SAG 3 website: under the "Shared ILS / Resource Management System Task Force" documents section.

The full Task Force Report is also available to UC Library employees on the SAG 3 website as a password protected document. Instructions for requesting a password are available there, as well.

Please direct questions to your University Librarian.

Thank you,
Diane Bisom
SAG 3 Chair

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Last updated: January 6, 2015