Radical Change by Traditional Means: Deep Resource Sharing by the University of California Libraries

Presentation to the UK Serials Group Conference 2004

Gary S. LawrenceDirector, Systemwide Library PlanningUniversity of California

University of California, Systemwide Library Planning UKSG 3/29/04

Why do libraries cooperate?

Expanded access to collections

Achieving economies of scope and scale

To survive!

University of California, Systemwide Library Planning UKSG 3/29/04

U.S. Periodical Price Increases, 1984-2002

100.0

150.0

200.0

250.0

300.0

350.0

400.0

450.0

500.0

550.0

1984

1986

1988

1990

1992

1994

1996

1998

2000

2002

Consumer Price Index Higher Education Price Index U.S. Periodical Price Index

Index

University of California, Systemwide Library Planning UKSG 3/29/04

Budgetary Resources of the UC Libraries

0

50

100

150

200

250

Bu

dg

et/R

even

ue

($M

illio

n)

UC Berkeley All UC Libraries

University of California, Systemwide Library Planning UKSG 3/29/04

Budgetary Resources of the UC Libraries

0

50

100

150

200

250

Bu

dg

et/

Re

ve

nu

e (

$M

illio

n)

UC Berkeley OCLC All UC Libraries

University of California, Systemwide Library Planning UKSG 3/29/04

Budgetary Resources of the UC Libraries

0

200

400

600

800

1,000

1,200

1,400

Bu

dg

et/

Re

ve

nu

e (

$M

illio

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UC Berkeley OCLC All UC Libraries Elsevier Scienceand Medical

University of California, Systemwide Library Planning UKSG 3/29/04

Components of the UC Libraries’ collaborative infrastructure

Basic Infrastructure Digital Collections Technical Services Electronic Scholarship Shared Print Collections

See <http://libraries.universityofcalifornia.edu/>

University of California, Systemwide Library Planning UKSG 3/29/04

Basic Infrastructure

Melvyl online union catalog Regional library storage facilities Overnight courier service Abstracting/indexing and

reference databases User-initiated requesting

University of California, Systemwide Library Planning UKSG 3/29/04

Digital Collections

Online Archive of California Counting California Digital Archival Repository Shared Digital Journal Collection Link resolution services

University of California, Systemwide Library Planning UKSG 3/29/04

Technical Services

Shared Acquisitions Shared Cataloging

University of California, Systemwide Library Planning UKSG 3/29/04

Electronic Scholarship

eScholarship Repository Working Papers Pre- and Post-Prints

Digital Journals Electronic Books

University of California, Systemwide Library Planning UKSG 3/29/04

The Shared Collection defined

“The University of California Libraries’ Shared Collection consists of information resources jointly purchased or electively contributed by the libraries. Such resources are collectively governed and managed by the University Librarians for the purpose of maximizing access to the widest audience of current and future members of the UC community.”

University of California, Systemwide Library Planning UKSG 3/29/04

Shared Print Collections

Prospective print with digital Redundant print without digital Retrospective print with digital

University of California, Systemwide Library Planning UKSG 3/29/04

What have we gained? Access to a wider, deeper collection Improved services for discovery and

delivery More effective and efficient

collection management Greater capacity to innovate More market power Cost effectiveness

University of California, Systemwide Library Planning UKSG 3/29/04

The UC Library Collections in 1975

B D I LA RSD

SF

SBSC

University of California, Systemwide Library Planning UKSG 3/29/04

The UC Library Collections in 2004

B D I LA RSD

SF

SBSC

Shared Collections

University of California, Systemwide Library Planning UKSG 3/29/04

What have we gained? Access to a wider, deeper collection Improved services for discovery and

delivery More effective and efficient

collection management Greater capacity to innovate More market power Cost effectiveness

University of California, Systemwide Library Planning UKSG 3/29/04

Growth in Resource Sharing1985-2003

020406080

100120140160180

Th

ou

san

ds

0

1

2

3

4

5

6

7

Mill

ion

s

Returnables Photocopies Online J ournals

University of California, Systemwide Library Planning UKSG 3/29/04

What have we gained? Access to a wider, deeper collection Improved services for discovery and

delivery More effective and efficient

collection management Greater capacity to innovate More market power Cost effectiveness

University of California, Systemwide Library Planning UKSG 3/29/04

Cost avoidance from UC library collaboration

Estimated annual costs avoided by: Sharing Collections (ILL): $31M Shared Digital Journals: $34M Shared Print Journals: $3M Regional Library Facilities: $11M

University of California, Systemwide Library Planning UKSG 3/29/04

Managing the UC Shared Journal Collection

Licensing management “Serials work” Access provisions Deselection Space management Finance

University of California, Systemwide Library Planning UKSG 3/29/04

Components of the UC Libraries’ Collections Budget

62%9%

29%

Campus Central Campus-Shared

University of California, Systemwide Library Planning UKSG 3/29/04

Committees, committees….

University of California, Systemwide Library Planning UKSG 3/29/04

What do we need to be successful? Management and administration Systems for collaborative

operation Re-engineered service model

and systems Better articulation of archival

policies and strategies

University of California, Systemwide Library Planning UKSG 3/29/04

Collaboration as a fundamental strategy

“It is not enough to subscribe to cooperative ideas or participate in cooperation without making it central to the mission and practices of the library.”

- Gorman, op cit.

Radical Change by Traditional Means: Deep Resource Sharing by the University of California Libraries

Presentation to the UK Serials Group Conference 2004

Gary S. LawrenceDirector, Systemwide Library PlanningUniversity of California