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Serial Holdings Overlap Scenarios

I put together this Excel-based Holdings Overlap Scenarios Toy as a prop for thinking about cooperative print archives during the run-up to WeST and some shared print projects with the University of California system. On opening the spreadsheet, you will see a randomly generated scenario for a 100-part serial held among a batch of institutions, each of which has a different level of completeness.

The number of copies of each issue that is available to the community is show along the left, along with some indicators of the likelihood of begin able to reconstruct a complete version of each issue, and thus the whole serial, from the partner holdings. You can twiddle the drop down lists to change the mix of institutions along the top and in the small table on the “inputs” tab you can change the level of completeness assigned to each type of institution.

This is a toy, so there are any number of things that it does not account for: the famous article or illustration that was stolen from so many institutions, the relative likelihood of older issues being unavailable versus newer issues, and the list could go on. Furthermore, this toy was created in the context of regional planning. The “alert” icons (a check box for more than 5 holdings, an exclamation point for 1, and an X for 0) are intended to be meaningful in that context. Candace Yano’s report, “Optimizing the Number of Copies Required for Print Preservation,” work that was reflected in the Ithaka S+R “What to Withdraw” report, suggests a curve where 12 copies often emerges as the safe threshold. The holdings overlap toy uses 6, on the assumption that we would want to have several print retention networks.

What the toy does suggest is that the ingredients for a successful cooperative project ought to exist. There is good reason to anticipate that a cooperative group of libraries construct complete series and (the crucial and for a successful collaboration) that each library involved has access to a more complete version with its partners than without.

In almost any scenario, the level of completeness across the entire group is notably (10-20%) higher than the completeness of the most complete individual members. Also, in many scenarios, it is interesting to note the way that many “small” or “tiny” libraries can add value to the whole system. There is, I find, some received wisdom at the intersection of the preservation and collection development community that assumes the big academic collection stand alone. What this toy suggests, and this has been born out in the WeST experience, is that the big collections are necessary hubs and natural archive providers, but that they are dependent on the broader network to achieve completeness.

Herewith, The Holdings Overlap Toy.

Digital Asset Management Talk

I’ll be speaking on November 16 at Digital Asset Management Los Angeles 2010. I’m going to talk about the way the cultural heritage sector evaluates systems, focusing on our inevitable need to make a transition between technological platforms. I think this can create a dynamic where vendors are trying to sell best of breed technology, but our need for reliable ingest and export of our assets (metadata especially) trumps all. In those cases, both groups lose out. We end up with subpar systems, and developers lose the opportunity to work with our sector. And as I’ve said many times, the library, archive and museum sector has cool people and interesting stuff in abundance.

Survey Methods

I owe many of my favorite ideas about library preservation assessment to birds and trash. I have a friend who does ornithological research into the effects of habitat development and disturbance on breeding shorebirds, specifically the changing relationship between humans and arctic shorebirds in response to a new landfill in Barrow, Alaska. Birds being generally more migratory and less long-lived than library books, his methodologies for data collection and analysis have always been more agile than mine.

It was only natural to think of him when I happened across a copy of Sokal and Rohlf‘s Introduction to Biostatistics at the Strand a while back. I snapped it up immediately, and it’s turned out to be an enjoyable way to brush up my statistics. One of the reasons that I like biological analogies is the necessity of considering change over time in biological processes. Put another way, biology and preservation are both concerned with the developments of the relationship between inherent and environmental factors. Indeed, the role of “inherent vice” is one of the earliest theoretical models for preservation, even though the term has been deprecated in favor of a permanence/durability model. Sokal and Rohlf make a very powerful observation as they introduce their ideas of biostatistics:

Continue reading Survey Methods

Webinar: Managing Collections in the Networked Environment: New Analytic Approaches

On September 9 (11:00 am, Pacific Daylight Time , GMT-07:00), I gave a presentation about the preservation review methods that are in development at UCLA Library as part of an OCLC Research Webinar, entitled “Managing Collections in the Networked Environment: New Analytic Approaches.”

Constance Malpas hosted this panel, which featured Helen Look (University of Michigan), Zack Lane (Columbia/ReCAP), and I presenting some of our work on data-driven approaches to library decision-making. Based on the planning calls and the materials we’ve shared, and the broad group of attendees, I think the program had something of value for people in every branch of library science.

Helen and Zack have access to some fantastic system-wide data about print and digital versions of the so-called “collective collection” and are showing interesting patterns in their work. I’m picking up the litter from that perspective to talk about how to deal with severely decayed materials in a way that  protects scarce resources and locally important materials while also pushing the library network to provide the resilience for less threatened materials and to soak up some of the costs of this work.

You can get information about the archived webinar, available on-line and through iTunes U from OCLC’s site: http://www.oclc.org/research/events/webinars.htm

My slides and some rough speaker notes are available in This PDF file, and I’ll post follow-up and further materials at this address (jacobnadal.com/107) after the webinar.

What to do before you digitize, a roadmap for smaller institutions

Here are the slides from “What To Do Before You Digitize, a Roadmap for Smaller Institutions.” You can download them in grayscale (best for black & white printers; 6.8MB PDF) or download in color (9.8MB PDF), and as a youtube video:

Some additional resources we discussed during the session:

Upcoming Talks at ALA

I will be giving two presentations at the ALA Annual Conference in Washington, DC.

On June 25, I’ll be giving a presentation at the Preservation Administration Interest Group. PAIG meets from 1-5 in the Mayflower Renaissance, Colonial Ballroom. I’m on the agenda for around 3:30. The talk is “From Survey to Audit,” on the work we’re doing at UCLA to do surveys and audits of our collections. The hooks are that 1) we have a common conceptual model for these efforts that let us harmonize preservation data collection and 2) we have some tools and techniques for making surveys fast and reliable.

On June 26, I’ll be giving a short program on “What To Do Before You Digitize, a Roadmap for Smaller Institutions” from 4:00 – 5:30 at the Washington Convention Center, room 202A. This session will cover the issues to consider before you digitize so you can successfully plan, implement, and maintain a digital collection. We’ll focus on basic concepts of digital project planning and digital preservation to make sure that your digital collections are safely stored, properly formatted, and accompanied with useful metadata so that when changes come, your collections will be ready for them.

Library Binding Workshop: Arcadia, CA

On May 14, the California Preservation Program (CPP) and the Library Binding Institute (LBI) held a workshop on library binding at the Arcadia Public Library, in Arcadia, CA. I attended to speak briefly about preservation and work with people during the afternoon hands-on session.

Commercial binding is the gateway service to other preservation and conservation services in libraries. I had a great time talking with the attendees about the needs they see at their institutions and some first steps they might try to address their concerns.

This workshop was part of the debut of the excellent new Library Binding Toolkit, a useful new resource which we were able to give to each attendee gratis, thanks to the support of CPP and LBI.

Before and after the workshop, the 37 participants were asked to score their confidence in the following areas (on a four-point scale), and I think the numbers speak for the themselves.

Before Workshop After Difference % increase
Identify types of pre-commercially bound leaf attachments? 65 129 64 98%
Identify various types of binding commercial binding options? 68 141 73 107%
Prepare items for commercial binding? 78 141 63 81%
Review commercial bound material for quality? 80 147 67 84%
Communicate effectively with commercial binder’s customer service representative? 80 138 58 73%