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Shaky Stacks
    New Modes of Collection
    Management for Uncertain Times
                             Doug Brigham
                          Shannon Simpson
                         Danielle Westbrook




02 August 2012
PNLA Conference
Anchorage, Alaska
What factors have most
impacted your collections
in the past five years?
Issues UBC is facing

• Library-wide reviews
• Space
• Money
• Time
• Shifting priorities, formats, perceptions
What is Collections Management &
Planning (CMP)?

 • A unit in Technical Services that focuses on
   emerging collections issues

 • Mostly analyzing physical collections thus far

 • Provide services for other Library units such as
   data analysis, project support, recommendations
   and tools for collections work
CMP by the numbers

      1 Librarian & 2 SLAIS co-op Student Librarians

                      Unit is   1½   years old


                 Over     30    active projects


 Collaborating with   70 colleagues in 20 UBC Library units

             Working with       5 external partners
How we came to exist

• CMP Librarian is a new position

• Doug had been the systems librarian; moved to

  eResources

• The Library's desire to start new collections

  discussions

• Shannon & Danielle hired as co-op students to

  provide support for emerging projects
Tools & Techniques
Collections Discussions
 Created collection profiles for each branch

UBC Library Collection
Profiles: First Round
Analysis Report
Suite of Collections Tools

• Circulation and Acquisitions Reports

• Duplicates Reports

• In House Use Tracker

• Item Flagging in the ILS

• WorldCat Analysis
Circulation & Acquisitions
Reports
Determine collections growth & use

• Annual breakdown items acquired
• Annual breakdown of circulation
  statistics
Duplicates Reports
Identify and remove unnecessary duplicates to free up
space and make our collections stronger

• Duplicates on the same bibliographic record
• Can specify different duplicate thresholds

Partners
• Serials
• Cataloguing
• Systems
In House Use
Information about collection use not captured in
our ILS

Components
• In House Usage Tracker
• In House User Interface

Our Partners
• Systems
• Borrower Services
• Library branches
Education Library



                43%
              More Use!
In House Use
Benefits
• More accurate depiction
  of use

• In House use patterns
  can be analyzed

• Layout of collections
  and user space
Item Flagging in the ILS
Allows us to identify & mark items for later action –
streamlines future collection management decisions
Flags for later action
• To ASRS
• From ASRS
• To IRL immediately
• To IRL if possible
• Do not remove to IRL
• Review for IRL in 3 years
• Please withdraw
WorldCat Collection AnalysisTM
Identify gaps in the collection, overlap with other
libraries and items unique to UBC


• Module of WorldCat
• Compares UBC Library collections to
  other institutions’ collections
• Great for gap analysis
• Potential for regional collection
  management and storage facilities
Technical Services Workflows
Analysis done in Summer 2011 to support the
Technical Services (TS) Review

• Over 160 workflows on TS
  processes
• Gave CMP an overarching
  view of material flow
• Learned how to extract and
  analyze workflows
Benefits of the CMP unit

• A dedicated unit provides support for colleagues

  that other units cannot
• Library-wide focus means we can connect the

  dots
• We can assist with horizontal and vertical

  integration for collections management
• We bring a unique blend of skills and perspectives
Collections Projects
Collections Pilots
Response to collections discussions and last copy
guidelines in Art, Architecture & Planning (AArP),
and Music

AArP
• Examine how the last copy guidelines would
  shape a weeding project.

Music
• Determine how to define and identify core items
  in a subject.
Why Renew?
Summer 2012 special project with eResources
colleagues


• Laying the groundwork for renewal decisions
• Greater scrutiny in the process
• Organizing usage stats & cost data
• What to put in the renewal calendar
• Initial phases of ERMS implementation
Collections Moves
Branch closures and reclaiming of space trigger
huge collections shifts

• Closing the Music Library to create a new Arts
  Library
• President taking the remaining half of a floor in
  Koerner library
• Need to shift collections in four branches plus
  ASRS ~ 930,000+ items in play
• Integrated Research Library slated to open
  January 2015
The Big Picture
Is there a big picture?

• Our work has been project-based

• No broader initiatives

• We have not secured ongoing buy-in from

  colleagues
• There is a huge amount of potential in the unit

• We're surviving – but we're not yet thriving
How to survive

•   React to the current situation
•   Develop solid solutions
•   Build relationships across the organization
•   Deliver successful projects
•   Use data to support your actions
•   Utilize the skills you have
•   Work with the resources available
Surviving




            Some rights reserved by xlibber
How to thrive

•   Be prepared and forward-looking
•   Get buy-in and sustain continuous dialogue
•   Incorporate new skill sets - create ones that
    don't yet exist
•   Integrate your project experiences
•   Use data to inform your decision making
•   Devote time to research & development
•   Support the unit with adequate resources
Thriving!




            Some rights reserved by W J (Bill) Harrison
What do you think?
Thank you!

Doug Brigham
doug.brigham@ubc.ca


Shannon Simpson
shannon.delay@gmail.com


Danielle Westbrook
danielle.westbrook@gmail.com


                               CMP 2012.005/1

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ShakyCMP

  • 1. Shaky Stacks New Modes of Collection Management for Uncertain Times Doug Brigham Shannon Simpson Danielle Westbrook 02 August 2012 PNLA Conference Anchorage, Alaska
  • 2. What factors have most impacted your collections in the past five years?
  • 3. Issues UBC is facing • Library-wide reviews • Space • Money • Time • Shifting priorities, formats, perceptions
  • 4. What is Collections Management & Planning (CMP)? • A unit in Technical Services that focuses on emerging collections issues • Mostly analyzing physical collections thus far • Provide services for other Library units such as data analysis, project support, recommendations and tools for collections work
  • 5. CMP by the numbers 1 Librarian & 2 SLAIS co-op Student Librarians Unit is 1½ years old Over 30 active projects Collaborating with 70 colleagues in 20 UBC Library units Working with 5 external partners
  • 6. How we came to exist • CMP Librarian is a new position • Doug had been the systems librarian; moved to eResources • The Library's desire to start new collections discussions • Shannon & Danielle hired as co-op students to provide support for emerging projects
  • 8. Collections Discussions Created collection profiles for each branch UBC Library Collection Profiles: First Round Analysis Report
  • 9. Suite of Collections Tools • Circulation and Acquisitions Reports • Duplicates Reports • In House Use Tracker • Item Flagging in the ILS • WorldCat Analysis
  • 10. Circulation & Acquisitions Reports Determine collections growth & use • Annual breakdown items acquired • Annual breakdown of circulation statistics
  • 11. Duplicates Reports Identify and remove unnecessary duplicates to free up space and make our collections stronger • Duplicates on the same bibliographic record • Can specify different duplicate thresholds Partners • Serials • Cataloguing • Systems
  • 12. In House Use Information about collection use not captured in our ILS Components • In House Usage Tracker • In House User Interface Our Partners • Systems • Borrower Services • Library branches
  • 13. Education Library 43% More Use!
  • 14. In House Use Benefits • More accurate depiction of use • In House use patterns can be analyzed • Layout of collections and user space
  • 15. Item Flagging in the ILS Allows us to identify & mark items for later action – streamlines future collection management decisions Flags for later action • To ASRS • From ASRS • To IRL immediately • To IRL if possible • Do not remove to IRL • Review for IRL in 3 years • Please withdraw
  • 16. WorldCat Collection AnalysisTM Identify gaps in the collection, overlap with other libraries and items unique to UBC • Module of WorldCat • Compares UBC Library collections to other institutions’ collections • Great for gap analysis • Potential for regional collection management and storage facilities
  • 17. Technical Services Workflows Analysis done in Summer 2011 to support the Technical Services (TS) Review • Over 160 workflows on TS processes • Gave CMP an overarching view of material flow • Learned how to extract and analyze workflows
  • 18. Benefits of the CMP unit • A dedicated unit provides support for colleagues that other units cannot • Library-wide focus means we can connect the dots • We can assist with horizontal and vertical integration for collections management • We bring a unique blend of skills and perspectives
  • 20. Collections Pilots Response to collections discussions and last copy guidelines in Art, Architecture & Planning (AArP), and Music AArP • Examine how the last copy guidelines would shape a weeding project. Music • Determine how to define and identify core items in a subject.
  • 21. Why Renew? Summer 2012 special project with eResources colleagues • Laying the groundwork for renewal decisions • Greater scrutiny in the process • Organizing usage stats & cost data • What to put in the renewal calendar • Initial phases of ERMS implementation
  • 22. Collections Moves Branch closures and reclaiming of space trigger huge collections shifts • Closing the Music Library to create a new Arts Library • President taking the remaining half of a floor in Koerner library • Need to shift collections in four branches plus ASRS ~ 930,000+ items in play • Integrated Research Library slated to open January 2015
  • 24. Is there a big picture? • Our work has been project-based • No broader initiatives • We have not secured ongoing buy-in from colleagues • There is a huge amount of potential in the unit • We're surviving – but we're not yet thriving
  • 25. How to survive • React to the current situation • Develop solid solutions • Build relationships across the organization • Deliver successful projects • Use data to support your actions • Utilize the skills you have • Work with the resources available
  • 26. Surviving Some rights reserved by xlibber
  • 27. How to thrive • Be prepared and forward-looking • Get buy-in and sustain continuous dialogue • Incorporate new skill sets - create ones that don't yet exist • Integrate your project experiences • Use data to inform your decision making • Devote time to research & development • Support the unit with adequate resources
  • 28. Thriving! Some rights reserved by W J (Bill) Harrison
  • 29. What do you think?
  • 30. Thank you! Doug Brigham doug.brigham@ubc.ca Shannon Simpson shannon.delay@gmail.com Danielle Westbrook danielle.westbrook@gmail.com CMP 2012.005/1