Harvard Library Engagement with Ivy Plus

2. Harvard Library Engagement with Ivy Plus

3. Collections Assessment Pilot Highlights Rachel Lewellen, Head of Assessment and Program Management

4. The Partnership Brown Chicago Columbia Cornell Dartmouth Duke Harvard Johns Hopkins MIT Penn Princeton Stanford Yale IPLC Groups

7. Strategic Priorities

8. Collaborative Collection Development & Management - 3 Priorities

9. Rigorous collection and analysis of data about holdings, collections use, and user behavior and the development of better tools to support that analysis

10. Timeline October 5, 2018 - April 1, 2019 Maps to IPLC Strategic Priority #2 Collaborative Collection Development and Management of Collections. Initiative Goals To complete a pilot collection analysis study for IPLC that helps us understand: • Time and resources needed • How messy is the data • If Gold Rush’s Content Comparison Tool is a viable option for this work • Data extract and ingest • Engaged Assessment Team Collection Analysis Dataset Feasibility Study Initiative:What is it?

11. Collective Collections Analysis Dataset Feasibility Study

12. Head of Circulation & Resource Sharing Who: Project Task Force Task Force Members: Bart Hollingsworth, BrownKen Peterson, DartmouthKevin Garewal, HarvardLiz Mengel, Johns HopkinsAnne Larrivee, PennDajin Sun, Yale (until January 2019)Youn Noh, Yale (from January 2019) Associate Librarian for Access & Collections + Associate Director for Collections Social Science Librarian & Collections Analyst Technical Services Process Analysis > Digital Information Research Specialist Institutional Task Force Members Associate Director, Law Library

13. Data & Visualization Librarian Who: Data Analysis Group Head of Metadata Services Social Science Librarian/Collection Analyst Task Force Members: Sarah Tudesco, Yale (Convener)Jeanette Norris, BrownJames Adams, DartmouthRachel Lewellen, HarvardSusan Payne, Johns HopkinsDavid Dudek, Johns HopkinsAnne Larrivee, Penn Collection Analyst Head of Assessment Head of Assessment and Program Management Data Analysis Group Assessment Librarian

14. Collective Collections Analysis Dataset Feasibility Study |Local Teams

15. What: Initiative Data Requirements • A collective set of bibliographic data • for single-part print monographs • from at least 5 institutions • for a 5-yeartimeframewith • specifics determined by the Project Task Force and based on mutually agreed upon bibliographic elements.

16. Deliverable: Initial analysis of the data Deliverable: Review of Gold Rush Content Comparison Tool as a library tool to do large scale collection comparison

17. Data in Gold Rush Single part print monographs 2013-2017 General, Special, and Archive Collections 1,658,481 individual MARC records 1,118,908 unique Match Keys assigned by Gold Rush

18. Gold Rush Match Key Algorithm Includes portions of: • Title • Author • Publisher • Imprint date • and a few other elements Excludes: • ISBN • ISSN • OCLC

19. Use Cases Looking at Uniqueness and Overlap LC Class = GE (Environmental Sciences) Publisher = Cambridge University Press Language = Spanish, LC Class = P (Language and Literature)

22. The Data Analysis Group believes that Gold Rush has potential to compare member library collections as long as the issues discovered by the group are addressed.

23. Next Steps – Under Review • Expand data in the Gold Rush Library Content Comparison Tool, • Investigate demand for single-part monographs by comparing holdings and ILL and BorrowDirect data, and • Investigate demand for single-part monographs by comparing holdings data with circulation data.

24. Thank You Rachel Lewellen, Head of Assessment and Program ManagementHarvard Libraryrachel_lewellen@harvard.edu Galadriel Chilton, Director of Collections Initiatives Ivy Plus Libraries Confederation galadriel.chilton@yale.edu Kevin R. Garewal, Associate DirectorHarvard Law School Librarykgarewal@law.harvard.edu

25. Resource Sharing Highlights Amy Boucher, Director of Access Services Laura Wood, Associate University Librarian for Research and Education

26. IPLC: Resource Sharing Highlights Amy Boucher Director of Access Services June 28, 2019

27. Harvard Borrow Direct Activity 2017-19

28. Patron requesting activity

30. Borrow Direct: walk-up use

31. IPLC & Borrow Direct: next steps • Hosting Resource Sharing Group meeting, October 2019 • Borrow Direct shared index project • Borrow Direct assessment tool

32. ReCAP Collection Development – Working Towards Coordinated Approval Plans Eliz Kirk, Associate University Librarian for Scholarly Resources

33. ReCAP: Building the Shared Collection • Be intentional for future growth and collaboration • Actually know who buys what • Commit to purchasing and retaining material for the consortium • Rely on each other

34. CHOMY – International Assessment Collaboration Rachel Lewellen, Head of Assessment and Program Management

35. CHOMY C H O M Y Cambridge – David Marshall, Head of Library Assessment and User Experience Harvard – Rachel Lewellen, Head of Assessment and Program Management Oxford – Frankie Wilson, Head of Assessment & Secretariat MIT – Yashu Kauffman, Assessment Program Manager Yale – Sarah Tudesco, Program Director – Assessment & User Experience Research To identify and define metrics for international research libraries

36. Continuum indicators • Print and digital • ‘Just in time’ and ‘just in case’ • Short-term use and perpetual ownership (access/ownership) • Locally owned to shared collections • Locally stored to shared storage facilities • Onsite and offsite storage • Commercial publishing and open access publishing • Staff identity related to traditional roles and identity in relationship to user outcomes

37. Other indicators • Social justice practices • Library has a strategic role in digital scholarship Expenditures • Ratio of Library expenditures/University expenditures • Proportion of Library spending on collections, staff, and operations

39. Harvard/MIT Collaboration Amy Boucher, Director of Access Services Eliz Kirk, Associate University Librarian for Scholarly Resources Laura Wood, Associate University Librarian for Research and Education

40. MIT: Strategic Partners at HD • MIT Libraries’ first transfer arrived January 1986 (6 items). • MIT HD collection has grown to 1,115,675 items, or 10% of items in HD • All other external customers have moved out • Regular ingest of materials each year • FY18, 1.5% of total accessions • 2019 fall ingest project includes deduplication • Shared space partners / shared collections / shared access • Each institution’s patrons requests materials from their own catalog • FY 18, 4% of retrievals via HUMS • Unmediated requesting through Borrow Direct

41. Harvard/MIT Eliz Kirk, Associate University Librarian for Scholarly Resources • Programs and collections are complementary • Unique strengths and some overlap • Scale and scope are different • Five libraries/2.9 million volumes vs. 1 zillion libraries/21.3 million volumes • 11,574 students and 1,056 faculty applying Mens et manus chiefly to pure and applied sciences vs. 23,495 students and 2,280 faculty searching for Veritas in almost every discipline • Opportunities for collaboration and deduplication

42. Harvard/MIT Laura Wood, Associate University Librarian for Research and Education

43. Thank you