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Explore, Advocate, Build, Connect: CDL’s 2013-2014 Annual Report

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annual_reportCDL is pleased to announce the release of its 2013-2014 Annual Report. Over the past year, CDL continued to develop and refine its service portfolio at a remarkable pace, completing seven major milestones and conducting exploratory projects focused on understanding the needs and challenges faced by scholars working within a rapidly evolving research environment.

This year’s report details CDL’s accomplishments in multiple areas, including: expanding global access to research (the UC Open Access Implementation Project, SCOAP3); supporting data-intensive research (DMPTool, Dash and EZID); and building collaborative collections (consortial licensing, UC Libraries Digital Collection Project, Zephir, WEST and the Digital Public Library of America). Also included is information on CDL staff, funding sources, expenditures, memberships, and partnerships.

We invite you to familiarize yourself with our work and to engage with us as we – in collaboration with our campus partners – strive to advance UC’s status as a world-class public research university.

Last updated: September 30, 2014

UC Shared Print RoadMap for 2014-2018

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To: UC Libraries Advisory Structure (via Marlo Young for information)
Users Council Liaisons (via Jayne Dickson for information & distribution)
LAUC (via Matthew Conner for information & distribution)
CoUL (for information)
From: Diane Bisom, Chair, Strategic Action Group 3: Collection Building & Management (SAG3)
Date: 19 September 2014

UC Colleagues,
The UC Libraries Shared Print RoadMap for 2014-2018 Recommended Activities to Pursue is now available online: http://www.cdlib.org/services/collections/sharedprint/
The Shared Print RoadMap was developed by the Shared Print Strategy Team in consultation with SAG3 to advance the goals and strategies described in the UC Shared Print 2013-2018 Strategic Plan. The RoadMap is a high level planning document to guide future shared print activities and scope of work. It includes a short list of recommended activities to pursue (and not pursue) to advance UC's goals around print collaboration. It also includes a general timeline for exploration, planning and development of proposed activities.
Recommended activities for the UC Libraries shared print collections include:

* Coordinated print serials archiving to the RLFs and a de-duplication service.

* Retrospective shared print monographs program.

* Coordinated digitization and print retention of State Documents.

* Disclose UC Shared Print collections in union catalogs (OCLC WorldCat, CRL PAPR).

* Revise the "persistence policy".

* Assess existing shared print projects and policies and make adjustments.
The UC Libraries Shared Print RoadMap is endorsed by the Council of University of Librarians and the UC Libraries Advisory Structure's SAG3. Both extend their thanks to the Shared Print Strategy Team led by Emily Stambaugh, and the various groups who have reviewed and provided input on the RoadMap, for the thoughtful time and energy that went into identifying a plan for future shared print activities for the UC Libraries.
Questions pertaining to the Shared Print RoadMap 2014-2018 can be directed to campus members on the Shared Print Strategy Team. To follow shared print activities, please look for announcements on CDL Info or the "latest news" section of the shared print website.

Sincerely,

Diane Bisom

Chair, Strategic Action Group 3: Collection Building & Management

Last updated: September 19, 2014

UC Federal Documents Archive Report

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To: UC Libraries Advisory Structure (via Marlo Young for information)
Users Council Liaisons (via Jayne Dickson for information & distribution)
LAUC (via Matthew Conner for information & distribution)
CoUL (for information)
From: Diane Bisom, Chair, Strategic Action Group 3: Collection Building & Management (SAG3)
Date: 17 September 2014

UC Colleagues,

A new report, UC Federal Documents Archive: Report and Recommendations, is now available and archived on the UC Libraries Advisory Structure's Strategic Action Group 3: Collection Building & Management website: http://libraries.universityofcalifornia.edu/sag3/projects-and-groups

In December 2013 the Council of University Librarians (CoUL), with endorsement of the UC Libraries Advisory Structure Strategic Action Group 3: Collection Building & Management, charged a UC Federal Documents Archive Project Team to design and implement a virtual archive of federal government documents which includes both print and digital copies of each document owned by the UCs.

The UC Federal Documents Archive: Report and Recommendations has been endorsed by CoUL, the UC Libraries Advisory Structure's Coordinating Committee and SAG3. Next steps for this project outlined in the report include the following, with additional information contained in the report in greater detail:

* Creating an archive in four phases that allows the UC Libraries to leverage the wealth of federal document materials already housed at the RLFs and to work methodically and efficiently with the collections owned by each of the UC Libraries.

* The formation of a new group that will coordinate the implementation of the archive.

* Ensuring that the UC Federal Documents Archive offers a complimentary digital copy of all items designated as part of the archive.

* Pursuing an agreement with the U.S. Government Printing Office and California State Library on a modified process for withdrawal of unneeded duplicates of depository titles from UC Libraries that suits the characteristics of a collaborative, large-scale, collection review project.

CoUL and the UC Libraries Advisory Structure thank members of the UC Federal Documents Archive Project Team for their stellar work in this important area of UC collections. Questions pertaining to the report may be directed to the Project Lead, Elizabeth Dupuis (UCB), or members of the Project Team.

Sincerely,

Diane Bisom

Chair, Strategic Action Group 3: Collection Building & Management

Last updated: September 19, 2014

Project Management CKG Call for Members

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To: UC Libraries Advisory Structure (for information)
Users Council (via Jayne Dickson for information & distribution)
LAUC (via Matt Connor for information & distribution)
From: UC Libraries Advisory Structure (via Marlo Young, Communications Manager)
Date: 9 September 2014

This memo serves as call for members interested in the new Project Management Common Knowledge Group (CKG).

Membership is open to all levels of staff interested in and responsible for project management. The Project Management Common Knowledge Group Charter containing more detail, and general information about CKGs, is available online: http://libraries.universityofcalifornia.edu/ckg

To participate in the Project Management CKG, please contact its chair, Adrian Petrisor, UCI, petrisor@uci.edu

As with all CKGs, membership is limited to staff who are directly engaged in and/or responsible for work that is under the purview of the CKG. Please obtain your supervisor's approval prior to participation.

Last updated: September 9, 2014

Article Delivery Task Force Report

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To: UC Libraries Advisory Structure (for information via Marlo Young)
Users Council (for information & distribution via Jayne Dickson)
LAUC (for information & distribution via Nick Robinson)
CC: CoUL (for information)
From: Coordinating Committee, UC Libraries Advisory Structure
Diane Bisom, Chair, Strategic Action Group3: Collection Building & Maintenance
Kerry Scott, Chair, Strategic Action Group3: Collection Licensing Subgroup
Patti Martin, Chair, Strategic Action Group2: Access, Discovery & Infrastructure
Date: 5 August 2014
On behalf of the UC Libraries Advisory Structure's Strategic Action Group3: Collection Building & Maintenance (SAG3) and its Collection Licensing Subgroup (CLS), and Strategic Action Group2: Access, Discovery & Infrastructure (SAG2), Diane Bisom, chair of SAG 3, has submitted the final report of the joint Article Delivery Task Force. While the recommendation is that it is premature to pursue a systemwide article delivery solution at this time, it is recommended that the report be distributed widely throughout UC, and that the campuses and CDL pursue or otherwise support locally focused pilots testing out one or more of the services described in the report.
The Article Delivery Task Force report is now available on the CLS website .

SAG 2, SAG 3 and CLS will add a one year review to each of their project watch lists and review the new current state of article delivery options and determine if the landscape has changed sufficiently at that time to warrant a second look at system wide opportunities for article delivery services. That will also be an opportunity to share the parameters of the local projects and the results of that work

In January of 2014, SAG2, SAG3, and CLS jointly charged an Article Delivery Task Force to conduct an environmental scan of current Article Delivery service providers.

The group was specifically asked to:
* Detail vendor content, services and business models
* Detail the advantages and disadvantages of the services including: the ability of the service to seamlessly integrate with existing UC delivery services and workflows and ease of use by end user
* Identify ongoing staff and other resources that might be needed to maintain the service over time
* Recommend whether a UC-wide agreement would provide effective service at an advantageous cost.

The Task Force concluded its work in June and has provided an excellent overview of the current options for article delivery services. We strongly encourage campuses to pursue pilots and share the parameters and findings of their pilots with SAG 2, SAG 3 and the CLS. Local efforts may be the most effective method in helping to refine and shape systemwide possibilities.

Thank you to the Task Force for all of its hard work. We know that this report will be of great value to the campuses and the CDL.
Sincerely,

Kerry Scott on behalf of CLS
Diane Bisom on behalf of SAG3
Patti Martin on behalf of SAG2
Rosalie Lack on behalf of the Coordinating Committee

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Last updated: August 6, 2014

UC Libraries Advisory Structure Report May-June

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To: UC Libraries Advisory Structure (for information)

Users Council (via Jayne Dickinson for information & distribution)

LAUC (via Nick Robinson for information & distribution)

CC: CoUL (for information)

From: Coordinating Committee, UC Libraries Advisory Structure (via Marlo Young, Communications Manager)
Date: 28 July 2014

UC Libraries Colleagues,

A detailed report of the UC Libraries Advisory Structure (UCLAS) activities is now available for the period of May and June 2014: http://libraries.universityofcalifornia.edu/groups/files/cc/docs/UCLAS_R...

Additional details pertaining to the activities of the Council of University Librarians, the UCLAS Coordinating Committee and Strategic Action Groups can be found in public minutes regularly posted online: http://libraries.universityofcalifornia.edu/about/advisory-structure

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 CCC-L@ucop.edu

Last updated: July 29, 2014

Shared ILS/RMS Task Force Update

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To: UC Libraries Advisory Structure (via Marlo Young for information)
Users Council (via Jayne Dickinson for information & distribution)
LAUC (via Nick Robinson for information & distribution)
CC: Council of University Librarians (for information)
From: Diane Bisom, Chair, Strategic Action Group 3, UC Libraries Advisory Structure
Date: 21 July 2014

UC Libraries Colleagues,

As previously announced in April, the Shared ILS/RMS Task Force of the UC Libraries Advisory Structure's Strategic Action Group 3: Collection Building & Management has been working with consultant, Marshall Breeding, in order to help assess the interest in and technical feasibility of implementing a shared ILS/RMS system for the UC Libraries, either as a single institution or by a subset of the campuses.

As his first step, Marshall sent a survey to each campus to learn the requirements and expectations of the ten University of California libraries for a potential shared ILS/RMS platform. Those responses are now being collated and summarized into a narrative that describes the requirements and perspective of the individual campuses regarding the possibility for a shared ILS/RMS platform. Marshall also conducted a conference call with staff at CDL in early July for its input on key issues.

Additionally, Marshall has been conducting an environmental scan of the systems and services with potential ability to meet the requirements of a shared implementation for the University of California libraries. This process has included:

* Meeting with Ex Libris for briefing on the current status of Alma

* Holding a private Webinar conducted by OCLC regarding the ability of WorldShare Management Services (WMS) to be implemented in a consortial configuration;

* Holding a conference call, Webinar, and ALA meeting with Innovative Interfaces regarding ability of Sierra to be implemented in a shared environment for a large academic consortia,

* Attending a briefing on Kuali OLE,

* Meeting privately with Intota representatives at ALA.

He has also been interviewing individuals involved with libraries and consortia of similar size and complexity to UC that have implemented each of the candidate systems. These include:

* Orbis Cascade Alliance (Ex Libris Alma )

* BIBSYS implementation in Norway (Ex Libris Alma )

* PALNI, a consortium of private academic libraries (OCLC WorldShare)
Over the next weeks, Marshall will write a report of his findings and recommendations. The Shared ILS/RMS Task Force will then discuss and provide input on the draft report by the end of July. The final report is due on August 6th after which the Task Force will be discussing recommendations and next steps with Strategic Action Group 3.

Strategic Action Group 3 anticipates submitting recommendations for next steps to CoUL in early September.

Additional information about this initiative is available on the SAG 3 website: http://libraries.universityofcalifornia.edu/sag3/projects-and-groups

Please direct questions to Vicki Grahame, ILS/RMS Task Force Chair (vgrahame@uci.edu) or Diane Bisom, SAG 3 Chair (dbisom@ucr.edu)

Thank you,

Diane Bisom
Associate University Librarian
Information Technology and Systems
University of California, Riverside Libraries
P.O. Box 5900
Riverside, CA 92517-5900

diane.bisom@ucr.edu
951-827-2080

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Last updated: July 22, 2014

UC Libraries Advisory Structure Achievements: July 1, 2013 – June 30, 2014

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To: UC Libraries Advisory Structure (for information)
Users Council Liaisons (for information & distribution)
LAUC (for information & distribution)
CC: Council of University Librarians (for information)
From: Lorelei Tanji, Chair, CoUL
Date: 14 July 2014

The Council of University Librarians would like to thank and acknowledge the extensive work of all the UC Libraries Advisory Structure (UCLAS) members this past year. We are impressed by the significant, and numerous, accomplishments that occurred during this inaugural year of launching the UC Libraries Advisory Structure. Implementing a new structure, aligning with CoUL’s systemwide priorities, and working collaboratively across UC campuses demonstrates adaptability and commitment amidst a period of great change. We are encouraged by the new ideas and participation that this restructuring has allowed for. We sincerely thank all members for their continued dedication to UC systemwide collaboration and commitment to ensuring the effectiveness of systemwide efforts.

A brief summary of advisory structure work that is in process or has been completed during this past year is now available at:
http://libraries.universityofcalifornia.edu/groups/files/cc/docs/UCLAS%2...

As long as the list is, there are numerous tasks undertaken to maintain and monitor the structure, which are not reflected in the table.

Below are a few highlights of the activities.

· The Coordinating Committee (CC). The CC focused on transitioning into the new structure which included establishing and clarifying procedures, workflows and related documentation. The Committee also defined and launched the Common Knowledge Groups (CKG) guidelines and registration process, as well as over the course of the year reviewing and approving the launch of 10 CKGs.

· Strategic Action Group 1: Scholarly Research & Communication (SAG1). Focused their efforts primarily on the new UC Open Access policy and on data curation activities. In particular, they defined a collaborative process for working with the newly launched Office of Scholarly Communications. They also worked in collaboration with the Collections Licensing Subgroup on a number of OA initiatives, as well as supporting OA policy implementation activities.

· Strategic Action Group 2: Access, Discovery & Infrastructure (SAG2). SAG2’s areas of focus include discovery, access, digital assets management and user experience. In support of these efforts, they successfully recruited and staffed the Digital Reference Ask-a-Librarian Service Manager, reviewed and responded to CoUL’s request to investigate the feasibility of single sign-on via Shibboleth; worked closely with the UCL Digital Collection (UCLDC) project, and launched a task force to investigate a UC shared metadata policy

· Strategic Action Group 3: Collection Building & Management (SAG3). SAG3’s areas of focus include UC-wide shared collection building, shared acquisitions, cataloging, preservation and mass digitization. SAG 3 reviewed and dismissed two Next Generation Technical Services (NGTS) projects, with one still under review; is exploring different approaches and subject areas with regards to collaborative digitization, and has a number of projects underway: Shared Print, federal documents and Shared ILS/Resource Management System for the UC Libraries.

· Collection Licensing Subgroup (CLS). In addition to finalizing major ejournal licenses with Sage, Elsevier, Wiley, Springer and Nature, CLS also completed an ebook Framework report, an article delivery service task force report, conducted an assessment of the UC Open Access Fund, as well as continuing a Demand Driven Acquisitions Task Force, and collaborating with SAG1 to charge a Transformative Publishing Model Pilot Task Force.

Additional details about UC Libraries Advisory Structure can be found here: http://libraries.universityofcalifornia.edu/about/advisory-structure

Last updated: July 18, 2014

UC Libraries Statement on Authors Guild v. HathiTrust Digital Library Appellate Court Ruling

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The University of California Libraries join with our HathiTrust colleagues in welcoming the decision by the Second Circuit of the US Court of Appeals that key services of the HathiTrust Digital Library – digitization for the purpose of full-text searching and access for the print-disabled – are fair uses under US copyright law.

We believe this judgment is a significant affirmation of the role of digital technologies in assuring the vitality of our intellectual heritage while protecting the interests of authors and other copyright holders. UC Libraries have been leaders in the effort to convert major research library collections to digital form, digitizing more than 3.6 million volumes from our collections to date and depositing the volumes in HathiTrust for long-term preservation and access. By digitizing our collections and opening them up to new forms of scholarly inquiry through HathiTrust, we are making the intellectual treasures in our nation’s libraries more discoverable in the digital age and connecting these books to new generations of readers and scholars. Bringing this rich heritage into greater public awareness serves the shared interests of all who seek to advance human knowledge and understanding, including libraries, authors, and the reading public.

Official HathiTrust statement: http://www.hathitrust.org/authors_guild_lawsuit_appeal_ruling

About the UC Libraries: http://libraries.universityofcalifornia.edu/about-uc-libraries

Last updated: June 16, 2014

Data Management Planning Tool More Responsive to Researchers’ Needs

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The University of California and several partners have released a new version of a free tool that helps researchers and their institutions create effective data management plans required by the federal government.

The DMPTool v2 aids researchers with this critical component of research practice required by agencies such as the National Institutes of Health (NIH) and National Science Foundation (NSF). Under the 2013 Office of Science and Technology Policy directive, this requirement will expand to nearly all federal agencies within the next year.

With funding from the Alfred P. Sloan Foundation and the Institute of Museum and Library Services, DMPTool project partners built a tool that guides researchers in creating plans that meet an array of funder requirements and provides embedded assistance and suggestions for successfully completing the plan. Partners creating the second version of the tool include the California Digital Library’s UC Curation Center (UC3), the University of Virginia Library, the University of Illinois at Urbana-Champaign Library, Purdue Libraries, the Smithsonian Institution and DataONE.

“This innovative technology was created by a talented group of colleagues working together,” said Patricia Cruse, Director of UC3. “This highlights the importance of collaboration in the success of complex projects such as this.”

DMPTool v2 was built in response to users’ requests for an array of new features, including increased functionality for plan creators and administrators. Plan creators can now collaborate with colleagues, get institution-specific help and easily share their plans publicly or within their institution. Institutional administrators can easily customize their plans with local branding, templates and assistance tailored to the institutions.

“I’m looking forward to the increased functionality of the latest version of the DMPTool, which will help researchers at my university win more grants,” said Stephanie Wright, data services coordinator for the University of Washington Libraries. “I’ll also use it to strengthen the relationship with our university’s Office of Sponsored Programs, and advance our conversations on institutional data management policies.”

Use of the DMPTool has grown to 115 institutions that have configured their campus single sign-on or customized the technology for their users. Participating organizations are located across 40 states and the District of Columbia, with California leading nationally with 20 participating organizations.

This press release was issued by UC’s Press Room today, June 3, 2014:
http://www.universityofcalifornia.edu/press-room/updated-data-management-tool-more-responsive-researchers%E2%80%99-needs

Last updated: June 3, 2014

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