Collection Management Strategies in a Digital Environment

1. Collection Management Strategies in a Digital Environment Cecily Johns CMI Project Director August 2001

2. Collection Management Strategies in a Digital Environment (CMI) • A two year grant project, funded by the Andrew W. Mellon Foundation • Awarded January 2001 • A copy of the project proposal can be found at http:www.slp.ucop.edu/initiatives/CMI_Proposal.htm

3. What the Project will Involve • Removing from campus libraries selected print journals for which electronic access is provided, and relocating those journals to storage. • Gathering objective data, including cost and usage data for both print and electronic versions of selected journals. • Studying user attitudes and preferences when the primary use of journals is via access to electronic versions.

4. Events in 2000 that Initiated the CMI Planning Process • Systemwide Library and Scholarly Information Advisory Committee (SLASIAC), Resolution A • Available at SLASIAC Web site at: http://www.slp.ucop.edu/consultation/slasiac/ • The Andrew W. Mellon Foundation expressed interest in supporting experiments like those described in Resolution A and making the results available to a broad audience.

5. Why UC was Well Positioned to Submit a Proposal to the Mellon Foundation • Collaborative environment among the UC libraries • Overtaxed UC capital program. That is, limited opportunities to realize the addition of new library buildings due to: • Competing proposals for classroom/faculty office space. • Seismic upgrades needed. • Deteriorating campus infrastructure.

6. Why UC was Well Positioned to Submit a Proposal to the Mellon Foundation • 60,000 new student enrollments expected over the next 10 years. • Ability to leverage the California Digital Library collections: • Over 5,500 electronic journals • Over 155 reference databases • Numerous monograph collections • Availability of two remote storage facilities where “seldom used” library collections can be stored.

7. Three Overlapping Project Phases • Phase 1: Consultation and preparation, staff training, processing of materials – Months 1-6. • Phase 2: Relocation of selected print journals to remote storage and gathering data on usage, costs, and user attitudes and behavior – Months 7-18. • Phase 3: Evaluation of institutional strategies, policies, and programs for archiving and management of collections – Months 13-24.

8. Two Ways that a Campus Library can Participate • Experimental group: These libraries will participate by removing selected journals for which electronic access is available from campus to remote storage and assisting in data collection. • Control group: These libraries will participate by maintaining print journals for which electronic access is available on their shelves and gathering usage data provided through reshelving counts.

9. Criteria for Journal Selection • Sufficient data must be provided by the electronic publisher to measure use by title and by campus. • Sample of journal titles should include a variety of disciplines and content characteristics, including: • Graphics • Language • Article length • Use characteristics

10. Journal Selection • Sample of journal titles should include both: • titles for which current issues are available in both print and digital form • titles for which the digital form is available only retrospectively (e.g., JSTOR titles). • Sample of journal titles will include multiple publishers and/or suppliers of electronic journals.

11. CMI Advisory Structure • Steering Committee: • chaired by PI • members to include faculty, UL’s • provide general oversight • liaison with ULs and SLASIAC • Research Advisory Committee: • chaired by Co-PI • develop research agenda and approach

12. CMI Advisory Structure • Operations Advisory Committee: • chaired by Project Director • members to include representatives from each campus, RLF’s • advise on operational plans • liaison with SOPAG, and CDC