Print Archives Disclosure PilotPrint Archives Disclosure Pilot

Today’s objectives:

• Review project timeline, upcoming milestones

• Update on status of LHR batch-load plans from pilot sites

• Update on resource-sharing scenarios and test plan

• Share OCLC position statement on print archive LHR

• Identify outstanding action items

Provide pilot participants with forum for sharing expertise, best-practices

AgendaAgenda

10:00 Review project timeline

10:10 Update: Batch-load plans + Group Discussion

10:30 Update: Resource sharing scenarios & test plan

10:45 OCLC position statement on Print Archive Local Holdings Records

10:50 Action Items

we’ve scheduled 90 minutes to allow for changes to agenda

NB This WebEx session will be recorded

Print Archives Disclosure Pilot - SummaryPrint Archives Disclosure Pilot - Summary

• Assess feasibility of disclosing institutional print archiving commitments using existing bibliographic infrastructure (583 Action Note in LHR)

• Per-title Local Holdings record creation in Connexion

• Batch processing in local system + load to WorldCat

• Load Local Holding Records for sample titles from multiple Print Archiving initiatives – e.g. WEST, CIC Print Archive

• 46 WEST titles (to date)

• 165 CRL archive titles (to date)

• Evaluate impact on Resource Sharing workflows

Project Timeline – upcoming milestonesProject Timeline – upcoming milestones

By …

• 31 January: all batch request forms submitted

• 17 February: test of resource-sharing scenarios completed

• 16 March: majority of batch loads complete

NB: OCLC typically requires 90 days to complete load process

• 30 March: draft of report summarizing findings complete

Flash Survey – December 2011Flash Survey – December 2011

Summary: Batch-load plans at pilot sitesSummary: Batch-load plans at pilot sites

Batch-load plans:

• 75% of pilot partners (6 institutions) will contribute print archive LHR via batch; most sites expect to start loading January/February 2012

• Remaining 25% either don’t have sufficient records to justify batch load or lack infrastructure to support batch export, processing

Most common pre-processing activities:• Update 852$a and $b• Auto-generate generic 583 and 561 statements• Add OCLC number to holdings record

Tools:• MarcEdit

For DiscussionFor Discussion

• Common experiences across local system cohorts? Expert tips and tricks?

• SIRSI – Indiana, Stanford

• Aleph – Minnesota, Oregon

• Millenium – CRL, UCSD

• Voyager – UCLA, SRLF

• (How) can we build a shared knowledge-base for other libraries participating in print archiving initiatives?

Resource sharing test scenarios IResource sharing test scenarios I

Recent Developments:

• Resource sharing subgroup augmented

• Resource sharing discussion list established

• Four test scenarios drafted (2-3 more needed)

• Several tools under construction:

• List of test records

• ILL transaction worksheet

• ILL transaction log

Resource sharing test scenarios IIResource sharing test scenarios II

Action Items:

• Finish drafting test scenarios

• Create test plan

• Engage appropriate staff at pilot institutions:

• Populate discussion list

• Get new symbols in working order

• Iron out logistics of test plan

• Test disclosure strategy impact on ILL operations

OCLC policy statement (October 2011)OCLC policy statement (October 2011)

Actions neededActions needed

Batch-load contributors:

• Submit batch order form via OCLC Online Service Center (select Batch Processing for Local Holdings Records) before 31 January

Indicate PRINT ARCHIVE PILOT in the special instructions area

Please include hopkinsm@oclc.org among notification contacts for processing reports

Resource sharing group:

• Finalize resource sharing use cases, establish test plan

Everyone:

• Share questions, concerns with Coordinating Committee

Thanks for your attention.Thanks for your attention.

malpasc@oclc.orgmassied@oclc.org

emily.stambaugh@ucop.edulpayne@crl.edu