Maximising Value from the Te Puna Partnership

1. Maximising Value from the Te Puna Partnership Wayne Woodfield Principal ConsultantEquinox Limited

2. Business Capability 2

3. Business Capability 2

4. Business Capability Evolves

5. A Business Capability is the collaboration of 4 components People in roles Performing business processes People Process Systems Info. To exchange and transform business information Using business systems In order to deliver Business Services 4a

6. Te Puna Business Capabilities

7. Te Puna Business Capabilities New Zealand Library Support NZ Libraries Orgs & Public Search Bibliographic Information Provisioning TP Search Services TP Cataloguing Services Search Cataloguing School Library Interlibrary Loan Administration TP Interloan Services Library Support & Engagement Support Services Brokering Services

8. Provide Bibliographic Information comprises People Create Bib Data Search/Edit Bib Data Supply Bib Data Maintain Bib Data Record Holdings Maintain Holdings Process SD&S Staff OCLC Help Desk Voyager – NUC etc Client Apps WorldCat Web Apps Osmosis Systems Bib Descriptions Library Holdings Authorities Info.

9. Te Puna Service Delivery Support NZ Libraries New Zealand Library TP Subscriber Services TP Related Services Bibliographic Info Provisioning Orgs & Public Search NZ Libraries Cat Search/Copy School Library SchoolsCat TP Search TP Cataloguing Holdings Maint Bib Data NUC Sync Bib Data WorldCat Support Requests Support Consults Help Desk Support TP Help Desk Holdings Maint Osmosis Holdings Updates 5a

10. InterLibrary Loan Administration People Borrow Item Reconcile Charges Admin Invoicing Admin Payments Process Finance staff SD&S Staff VDX IBS Directory of NZ Libs WorldCat Registry Systems Bib Descriptions Library Holdings Charge Schedules Loan Requests Library Details Info.

11. Full Te Puna Business Model

12. Bibliographic data Holdings Infrastructure Services Support & Training Leadership Contracted Suppliers Revenues flow through but costs are subsidized Bibliographic data Contracted services Support Bibliographic data Holdings Revenue Participation Revenue Market share/positioning Industry knowledge NLNZ Libraries PARTNERSHIP Contribution Return Bibliographic data Holdings Info & visibility Interloan Cataloguing tools Support & Training Industry contacts Industry position Relationships Revenue Bibliographic data Holdings Info & visibility Industry contacts Industry knowledge Revenue Fulfilling crown outcomes Bibliographic data Item descriptions New item information Others Suppliers 6

13. Partnership is reflected in TP Vision Te Puna Vision New Zealand library resources are visible, usable and attractive to New Zealanders and the rest of the world. New Zealand library resources Te Puna Mission Through the collaborative efforts of New Zealand libraries, Te Puna provides accurate, adaptive, responsive, robust and cost effective systems, to support acquisitions, cataloguing, resource sharing and discovery, delivering timely services to our New Zealand customers. Through the collaborative efforts of New Zealand libraries

14. Given The Te Puna Business Model is a Partnership To maximise its value we all have a role to play

15. Challenges and Interventions

16. INTERVENTIONS High Level Template Version 3.5 Version 2.0Original ILM Workshop 28/01/10 Facilitator Karen TregaskisInvestor Sue Sutherland & Janet Copsey Last Modified 11/05/10 By Karen Tregaskis Investment Logic Map PROBLEM BENEFITS SOLUTION (Capital) Assets needed Changes Libraries are under increasing cost pressures resulting in demand for better value from Te Puna 40% Exploit new technology to improve business practices and expand service offering 50% Reduced duplication and waste of library services effort 45% 1. Improve Te Puna’s Partnership model through education, communication, formal agreement & reporting Improve participation and commitment of all libraries to meeting Te Puna’s goals 35% Not everything is catalogued or recorded properly in Te Puna, preventing people finding the ‘best fit‘ 35% Libraries are under increasing cost pressures resulting in demand for better value from Te Puna 40% Exploit new technology to improve business practices and expand service offerings 50% 2. Streamline workflows, processes and systems to enable identification of up-to-date holdings in real time Enhance current or buy new software (tbc) Improved access to a much wider amount of material at a local level 40% Not everything is catalogued or recorded properly in Te Puna, preventing people finding the ‘best fit' material 35% Improve participation and commitment of all libraries to meeting Te Puna’s goals 35% 3. Expand availability of Te Puna’s metadata 4. NZ National Library able to replace records of NZ material in international catalogues (OCLC) Improved discovery of NZ material from anywhere in the world 15% A quality record for NZ material is not always available so people can’t see what’s available 25% Improve the timeliness and quality of records for NZ material provided nationally and internationally 15% 5. Get record creation for NZ material to market more quickly and utilise metadata through the whole publishing chain 6. Expand Te Puna standards to meet specialised needs Key Performance Indicators Reduced duplication and waste of library services effort (45%)KPI 1: Reduced duplication of original cataloguing of NZ materialKPI 2: Reduced number of requests that cannot be supplied due to incorrect holding information Improved access to a much wider amount of material at a local level (40%)KPI 1: Increased lending of material not held locally at own institutionKPI 2: Increased amount of digital material accessed Improved location of NZ material from anywhere in the world (15%)KPI 1: Increased number of international ‘click-throughs’ to NZ librariesKPI 2: Increased interloans of NZ material overseas 1 Te Puna is the central database of collection materials and interloan support system used by 97% of NZ Libraries

17. There are Short to Medium Term Challenges Metadata Creation & Access Additional Services Metadata Sharing & Reuse Challenges Maintain Holdings Data Steward-ship

18. There are Longer Term Challenges Evolving Library Focus Enabling Discovery Role of the NUC Challenges Digital Content Info Provision-ing

19. That can be addressed by streamlining the Status Quo model In the Short Term SHORT MEDIUM LONG People • Leadership role Operational Process • Early metadata availability Systems • Fix Batch Load • SchoolsCat Strategic Information • Short Bib record availability

20. And in the Short to Medium Term SHORT MEDIUM LONG • Leadership role • Data stewardship role People Operational • Data stewardship processes Process • Two metadata exchange technology • NUC record update notification • Data stewardship tools Systems Strategic • Enhanced metadata • Social tags • Improved vendor records Information

21. Implementing these requires the participation of all partners Partners NLNZ Libraries Contribution PARTNERSHIP Return Suppliers

22. Streamlined Status Quo Preferred SHORT MEDIUM LONG Operational NUC and/or WorldCat ? Strategic

23. Te Puna Service Delivery New Zealand Library TP Subscriber Services Support NZ Libraries TP Related Services Bibliographic Info Provisioning Orgs & Public Search NZ Libraries Cat Search/Copy School Library SchoolsCat TP Search TP Cataloguing Holdings Maint Bib Data NUC Sync Bib Data WorldCat Support Requests Support Consults Help Desk Support TP Help Desk Holdings Maint Osmosis Holdings Updates 5a

24. Short to Medium Lays Foundation Longer Term Issues Need Strategic Consideration SHORT MEDIUM LONG Metadata quality, timeliness & breadth Enhanced metadata Cataloguing standards Data stewardship And Partnership Participation and Leadership Operational Strategic

25. The Te Puna Business Model is a Partnership We all have a role to play to maximise its future value Ask not what your National Library can do for you................. Ask what we can all do for the Libraries of New Zealand !