[Sara Amato (EAST)] 06:32:09 My name is Sarah Amato. I'm the East Program Manager, and I'm really happy to see so many of our East members here. [Sara Amato (EAST)] 06:32:17 I'm going to go over a few housekeeping slides and then we'll get the meeting going with a welcome from the East Board Directors. [Sara Amato (EAST)] 06:32:27 So first, the East Code of Conduct for meetings such as this one is at eastlibraries.org slash code dash of dash conduct webpage. [Sara Amato (EAST)] 06:32:38 Any issues can be reported directly to the meeting host, such as myself or through chat or email to info at eastlibraries.org.org. Basically, just be kind to each other. [Sara Amato (EAST)] 06:32:49 If you would like captions for this meeting and the breakout rooms, you can turn on the Zoom captioning. [Sara Amato (EAST)] 06:32:56 Which should probably all be familiar to you all by now, which you should [Sara Amato (EAST)] 06:32:59 Hello? Oh, yeah, please mute yourself if you're not speaking yet. [Sara Amato (EAST)] 06:33:05 Which you should see under the Zoom toolbar under the show captions or the three dots, more captions show captions. [Sara Amato (EAST)] 06:33:12 And just a heads up that we will, this is a long meeting, but we will have a 10-ish minute break between the breakout room sessions around 1045. And I wish I could send you all a snack for that. [Sara Amato (EAST)] 06:33:24 And a reminder that the presentation section of this meeting is being recorded. [Sara Amato (EAST)] 06:33:28 So keep your mics off during presentations. [Sara Amato (EAST)] 06:33:31 You'll have a chance to speak up during the breakout rooms. [Sara Amato (EAST)] 06:33:36 We will not be recording the breakout rooms, though the transcripts may be on just solely for note-taking purposes. [Sara Amato (EAST)] 06:33:43 And we and your fellow East members also enjoy putting faces to names. So if you're willing to have your camera on in the breakout rooms, we'd love to see you. [Sara Amato (EAST)] 06:33:51 Of course, if you're having cameras off day, I totally get that. [Sara Amato (EAST)] 06:33:55 Either way, please do rename yourself to include your institutional affiliation. [Sara Amato (EAST)] 06:34:01 Which is especially helpful during the breakout rooms. We can just see where everybody's from. It's always fun. [Sara Amato (EAST)] 06:34:06 You can rename yourself under the participants menu [Sara Amato (EAST)] 06:34:10 And choosing the more menu next to your name. [Sara Amato (EAST)] 06:34:15 And the last piece of housekeeping, feel free to put any questions or comments into chat or into the open Google Doc for this main room. It's at bit.ly slash east [Sara Amato (EAST)] 06:34:30 member meeting 2024. [Sara Amato (EAST)] 06:34:31 And I think Matthew just dropped it in the chat for everybody. [Sara Amato (EAST)] 06:34:34 And he'll be keeping an eye on that and on the chat. [Sara Amato (EAST)] 06:34:38 Note that the breakout rooms have their own separate docs. You'll either get those in the room or they're also linked from this main one. [Sara Amato (EAST)] 06:34:46 And finally, here's our agenda for the next two and a half hours. [Sara Amato (EAST)] 06:34:50 First half hour will be a welcome in East updates, followed by four lightning talks. [Sara Amato (EAST)] 06:34:55 And then two repeating breakout sessions with a break in between, and we'll wrap up with our keynote speaker. [Sara Amato (EAST)] 06:35:01 topics of the breakout rooms are alma in East. [Sara Amato (EAST)] 06:35:05 How can East reduce barriers to participation and sustain membership? [Sara Amato (EAST)] 06:35:09 These commitments in scope? [Sara Amato (EAST)] 06:35:11 Collaborative Collection Development. [Sara Amato (EAST)] 06:35:13 Special Collections in east [Sara Amato (EAST)] 06:35:15 resource sharing and east nuts and bolts. [Sara Amato (EAST)] 06:35:19 Most of the rooms repeat, so you can pick two topics if you want. Note that the East Nuts and bolts will only be the first session, so if you're new to East and just have some basic questions that you want to ask an expert. [Sara Amato (EAST)] 06:35:30 You'll want to go to that one first. [Sara Amato (EAST)] 06:35:32 And as I said, we'll have a 10-ish minute break in between the two. [Sara Amato (EAST)] 06:35:37 After the second session, we'll have a chance for a quick top highlight sentence report out from each room. [Sara Amato (EAST)] 06:35:43 And then we'll be treated to a keynote talk given by Heather Welton, the content and data management lead and shared print program officer at Hottie Trust. I'm super looking forward to that. [Sara Amato (EAST)] 06:35:53 And then we'll wrap up with just a quick word or two from the East Board Chair. [Sara Amato (EAST)] 06:35:58 Also note that if you're interested in chatting with us and each other about things you hear today, we're holding a water cooler session tomorrow at 10. [Sara Amato (EAST)] 06:36:07 The registration link is on eastlibraries.org website under the upcoming events, and that'll just be an open [Sara Amato (EAST)] 06:36:13 that we can talk about things you've heard or things you would like to discuss regarding East. [Sara Amato (EAST)] 06:36:19 And with that, I'll pass it off to Scott Warren, Senior Associate Dean for Research Excellence at Syracuse University and Chair of the East Board of Directors. [Scott Warren, Syracuse Univ] 06:36:30 Thank you so much, Sarah, and welcome, everyone. [Scott Warren, Syracuse Univ] 06:36:33 First, can everyone hear me? [Scott Warren, Syracuse Univ] 06:36:36 Good. Okay. So I'm so thrilled that you've all joined as I was listening to Sarah, I was also watching the little ticker at the bottom and we're up to around 80 participants now and it continues to grow. I think more people are trickling in and it's proving that this is [Sara Amato (EAST)] 06:36:37 Thank you. [Scott Warren, Syracuse Univ] 06:36:52 a robust community [Scott Warren, Syracuse Univ] 06:36:54 East has continued to develop over the past year, cut new [Scott Warren, Syracuse Univ] 06:37:00 directions grow as an organization. And of course, our most important transition was [Scott Warren, Syracuse Univ] 06:37:07 the retirement of our longtime director, Susan and our national search that resulted in a [Scott Warren, Syracuse Univ] 06:37:14 brand new director, Tina Buck, whom you're going to hear from in just one [Scott Warren, Syracuse Univ] 06:37:20 After I finished thanking a few folks and acknowledging people who have contributed to East over the last year or so. Next slide, please, Sarah. [Scott Warren, Syracuse Univ] 06:37:31 So first, let me acknowledge the rest of the board of directors. They come from [Scott Warren, Syracuse Univ] 06:37:36 a variety of libraries. [Scott Warren, Syracuse Univ] 06:37:40 scattered throughout East, they give their time willingly and generously [Scott Warren, Syracuse Univ] 06:37:45 to help our community grow and advance. And so just please take a moment [Scott Warren, Syracuse Univ] 06:37:51 to acknowledge their contributions. [Scott Warren, Syracuse Univ] 06:37:57 Next slide, please. [Scott Warren, Syracuse Univ] 06:37:59 The operations committee is another absolutely essential group that [Scott Warren, Syracuse Univ] 06:38:05 that represents east of a wide variety of members, long-term [Scott Warren, Syracuse Univ] 06:38:11 members as well as some of our newer cohorts who have joined in the last few years. [Scott Warren, Syracuse Univ] 06:38:17 They also give generously of their time and expertise and East would not be [Scott Warren, Syracuse Univ] 06:38:22 the successful shared print program that it is without their contributions. So again. [Scott Warren, Syracuse Univ] 06:38:28 Please join me in thanking and acknowledging [Scott Warren, Syracuse Univ] 06:38:31 their efforts over the past year. [Scott Warren, Syracuse Univ] 06:38:35 And then there's also the group that put this [Scott Warren, Syracuse Univ] 06:38:38 event together, we would not be here to get today with this really, really rich [Scott Warren, Syracuse Univ] 06:38:45 robust program and the learning opportunities that it is giving us without [Scott Warren, Syracuse Univ] 06:38:50 these folks. So let me acknowledge them individually by name. There's Susan Bernier. I hope I'm pronouncing that correctly. Tony Fonseca. [Scott Warren, Syracuse Univ] 06:38:59 Melissa Latham, Jonathan Miller, Susan Myers, and Steve Smith. [Scott Warren, Syracuse Univ] 06:39:05 Thanks one and all for everything you did to bring us together as a collective today. [Scott Warren, Syracuse Univ] 06:39:11 And next slide, please. And then there's the working group volunteers, which you can see there are lots and lots of names on this and institutions, too many to read off individually. [Scott Warren, Syracuse Univ] 06:39:23 This group also pulled together and did some tremendous work [Scott Warren, Syracuse Univ] 06:39:27 We are grateful for their efforts, their continuing efforts. [Scott Warren, Syracuse Univ] 06:39:34 just solid, solid. [Scott Warren, Syracuse Univ] 06:39:39 efforts here by a team and it demonstrates again the [Scott Warren, Syracuse Univ] 06:39:43 the maxim that East really is a community of action and a community of commitment [Scott Warren, Syracuse Univ] 06:39:49 Thanks to all of you who are here today, as well as your colleagues [Scott Warren, Syracuse Univ] 06:39:53 who come together and recognize the value of shared print and are willing to spend time and effort [Scott Warren, Syracuse Univ] 06:40:01 to advance the services that east [Scott Warren, Syracuse Univ] 06:40:04 collectively can deliver to its members. [Scott Warren, Syracuse Univ] 06:40:07 On behalf of the board, on behalf of [Scott Warren, Syracuse Univ] 06:40:11 Everyone here, I just want to thank and acknowledge all of these individuals [Scott Warren, Syracuse Univ] 06:40:15 who played some who played some [Scott Warren, Syracuse Univ] 06:40:18 portion of put some portion of their time into East and made it better [Scott Warren, Syracuse Univ] 06:40:23 for all of us. Thank you very, very much. [Scott Warren, Syracuse Univ] 06:40:27 And with that, I want to turn it over to the person I think everyone really wants to hear from today, our brand new director. [Tina Baich] 06:40:31 Yes. [Scott Warren, Syracuse Univ] 06:40:35 Tina Bach, please join me in welcoming her. [Tina Baich] 06:40:40 Hello, everyone, and thank you for being here today. First, I want to offer my own thanks to Sarah for her coordination of this event. Thank you, Sarah, for bringing the planning group together and making sure that this all runs smoothly today. [Tina Baich] 06:40:56 I am Tina Beach, East's new director, and if you weren't able to attend our member update in July, you may not have seen me yet. So I wanted to take a moment to just share a little bit about myself. And first, I want to say the picture on the title slide there nods to my physical location, which is Indianapolis, Indiana. That photo, if you go back just a second. [Tina Baich] 06:41:20 Sarah. [Tina Baich] 06:41:22 That photo is of Monument Circle at the center of Indianapolis, which gives the city one of several nicknames that it has, the Circle City. So that's where I am, Indianapolis, Indiana, and you can go to the next slide. [Tina Baich] 06:41:36 I did start on July 15th with East, so I'm celebrating three months and one week working with this great group of people. I'm a Hoosier born and raised originally from northern Indiana, but a longtime Indianapolis resident. And before joining East, I spent nearly 19 years at IUPUY University Library, working in a variety of roles, starting as a graduate [Tina Baich] 06:42:01 assistant and then ILL librarian, original cataloger, metadata librarian, department head, associate dean, and finally senior associate dean just before I left. [Tina Baich] 06:42:14 I also have a decade of experience with shared print, first as the project coordinator for the Ali Palney Shared Print Project in Indiana. That's the Academic Libraries of Indiana and the Private Academic Library Network of Indiana. And then through my involvement with the Partnership for Shared Book Collections as co-convener of the Best Practices Working Group alongside our esteemed co- [Tina Baich] 06:42:37 keynote speaker, Heather Welton, and as a member of the inaugural Executive Committee. [Tina Baich] 06:42:44 Next slide, Sarah. [Tina Baich] 06:42:47 My presentation today will focus on East's current strategic directions and examples of some accomplishments in each of those directions. I'll also mention some of the potential future directions that I've heard over the past three months and talk briefly about how I hope to investigate those directions as part of the new strategic planning process. [Tina Baich] 06:43:09 couch all of this in that this is all very fresh to me. So I'm sure this will all evolve over the coming months, but I'm going to give you sort of a snapshot of what I've learned so far and what I'm thinking at this moment. [Tina Baich] 06:43:25 So the first strategic direction is to support collection building and management strategies of member libraries. And East is tying up the loose ends of the 2011 to 2021 collection analysis project that began in 2023. 67 of our members participated in a group collection analysis for titles published or acquired [Tina Baich] 06:43:48 between 2011 and 2021, plus older titles for the newly joined Pascal Libraries. [Tina Baich] 06:43:55 And then this project has added nearly 2 million new retentions to the East Collective Collection, providing a larger safety net for all member libraries. [Tina Baich] 06:44:06 There were clear challenges that we recognize and acknowledge. Many libraries are facing staffing shortages, which makes engaging in the sometimes time-consuming and labor intensive work of shared print difficult. [Tina Baich] 06:44:19 Yet the network that East provides has the potential to lend support as in any consortia, where the more highly resourced libraries can assist those with less resources. [Tina Baich] 06:44:28 Another challenge or risk that is increasingly common is the geographic location of materials and the impact of climate change. [Tina Baich] 06:44:38 Sarah and Tony Fonseca, one of our board members, worked to compare the geography of East to the FEMA hazard map, which is really cool if you haven't seen that, we'll have to highlight that in our next newsletter maybe. And they found that 23 members fall within regions considered at high or relatively high risk for natural disasters. And this is something that we hope to factor in [Tina Baich] 06:45:02 into future distribution of retentions. [Tina Baich] 06:45:05 And yet, even this will not be foolproof and we know that because [Tina Baich] 06:45:11 You might guess that what region was not in FEMA's high risk category, and it was our friends in Western North Carolina who are still recovering from the devastation of Hurricane Helene. And our thoughts are with them and our members in other states impacted by Helene and Milton. [Tina Baich] 06:45:30 Excuse me. [Tina Baich] 06:45:34 East also offered members of its early cohorts the opportunity to compare their retentions to East's current ephemera guidelines and lists, which have been fleshed out over time, and this helped those libraries identify retentions that could now be removed, providing potential titles for reading. [Tina Baich] 06:45:52 Next slide, Sarah. [Tina Baich] 06:45:55 I'm sorry, I'm still working through the morning allergy influx here. [Tina Baich] 06:46:02 So our next strategic direction, ensuring flexible and sustainable pathways to membership. Examples here include the introduction of the consortium membership model, which has allowed consortia such as North Carolina Libraries, Pascal, USMAI, and Viva to join East as groups with some consortium members serving as retention partners and some as supporting partners, just like our individual members. [Tina Baich] 06:46:26 member model. And I've highlighted one library in each of those categories here, Connecticut College, Hobart and William Smith Colleges, Loyola Notre Dame Library, and Virginia State University. [Tina Baich] 06:46:42 East also participated in an IMLS grant with SCALC, the statewide California Electronic Library Consortium, titled Community Strategies to Expand Diversity and Inclusivity in the Collective Collection of Shared Print. And the goals of that grant were to better understand barriers to shared print for minority serving institutions to raise awareness of shared programs among MSIs. [Tina Baich] 06:47:07 And to conduct research to better understand the diversity of MSI collections. [Tina Baich] 06:47:12 And he's worked closely with 10 HBCU libraries, some current East members and some not, to conduct a collection analysis aimed [Tina Baich] 06:47:20 at answering some research questions. [Tina Baich] 06:47:23 And this, of course, could be a whole presentation on its own. Vicki Coleman, one of the participants in our community council for that grant project and an ACE board member will do a lightning talk on this later. And we're also going to be offering a webinar to East members once the grant is fully wrapped up to present sort of the whole picture of that grant work. [Tina Baich] 06:47:48 Next slide. [Tina Baich] 06:47:51 This next strategic direction has been an area of great focus. The consortium model I just spoke about has resulted in significant membership growth for East in all. Looking back, East has grown from 82 members in November of 2021, just before these strategic directions were developed and deployed to 179 members in 15 states. [Tina Baich] 06:48:14 So I can't wait till we hit that 180 number. And the biggest lift for East's board and program director Emeritus, Susan Sturtz, who I am deeply indebted to, was the work to become an independent nonprofit organization. [Tina Baich] 06:48:31 And I am extremely thankful to them for completing that work before I came on board. We're still sort of working out some of the kinks, but the heaviest lift has been completed on that front. [Tina Baich] 06:48:44 Next slide, Sarah. [Tina Baich] 06:48:48 Finally. [Tina Baich] 06:48:50 for this particular, the final strategic direction, we have the special collections analysis pilot and self-designating specialty areas as starting points for expanding opportunities. And both of these, I think, are potential areas for growth as well. During the 2011 to 2021 collection analysis, participating libraries [Tina Baich] 06:49:12 We're invited to include special collections for analysis, and five libraries chose to participate and served as a working group to discuss what that analysis should look like and what the results might mean for the libraries and for East. [Tina Baich] 06:49:26 Some of those libraries are currently considering retention commitments on special collections and a report on the work is forthcoming. So watch for that in a future newsletter. [Tina Baich] 06:49:39 And some member libraries have self-selected subject areas where they're willing to take retention commitments during analysis projects and potentially at the point of acquisition. So if you have an area that you know you're never going to really weed, that that's a sort of a collection of distinction for your library, you could self-select that area for retention. [Tina Baich] 06:50:00 And that type of proactive retention and potential for collaborative collection development could be scaled to benefit all members. And if that topic is of interest to you, I encourage you to join the Cooperative Collection Development Breakout Room later this morning. [Tina Baich] 06:50:18 So with those strategic directions reaching their expiration date in 2025, we'll be starting a new strategic planning process in the new year. And I think some of the overarching strategies will likely remain the same and some new [Tina Baich] 06:50:34 Objectives introduced to move those strategies forward while some strategies, we may have some new strategies as well. [Tina Baich] 06:50:41 But all of it will be with a focus on enhancing value and increasing member benefits. [Tina Baich] 06:50:47 And on this slide, I have four topics that I keep hearing about that we will need to investigate during that upcoming strategic planning process, including enhancing resource sharing within East, the desire to refine existing retention commitments, and the need to review our membership structures and do structures. And all of that, again, while continuing to reduce barriers for libraries [Tina Baich] 06:51:12 to participate in shared print. [Tina Baich] 06:51:14 So those are just some of the things that I've heard repeatedly. I'm sure there are other topics that will arise along the way in this process. [Tina Baich] 06:51:24 Um. [Tina Baich] 06:51:26 Next slide. [Tina Baich] 06:51:28 And I've been in complete learning mode, as I mentioned, these first three months, and I want to continue learning from our members throughout strategic planning. So I don't have a specific plan yet. It's still early days, but I list here some potential ways to gather your input and feedback to highlight my desire to engage with you in this process. And I hope that you will participate when the time comes. [Tina Baich] 06:51:52 You'll hear from us a lot probably throughout this process and have plenty of opportunity to make your voice heard. Because ultimately, my vision for the future of East. [Tina Baich] 06:52:06 is a community engaged and community driven organization that evolves to meet the needs of members. We want to have ongoing value to all of you, support you in your collection management strategies, and help you meet the challenges you face in your local environment. [Tina Baich] 06:52:24 So with that, I will say thank you for listening. If you have questions or stories you'd like to share or topics, directions that you think we should take a look at, please feel free to email me. I will also be at the Charleston conference next month and would love to meet members in real life. [Tina Baich] 06:52:46 So please reach out. I'll be sending out a note to sort of say, hey, if you don't want to actually schedule a time with me, I'll be sitting here for a couple of hours and you can come by and just say hi. Or we can set up an actual time to meet. [Tina Baich] 06:53:03 please do reach out. [Tina Baich] 06:53:06 And next, we'll move into our lightning talks and I'll invite our first speaker, Richard Bleiler, to go ahead and join me on camera. Richard, as the collections and Humanities Librarian at University of Connecticut, and his topic today is scope and ephemera. So I will hand it over to Richard. Thank you all so much. [Richard Bleiler] 06:53:30 Thank you, Tina, for the lovely introduction. Am I audible, by the way? [Richard Bleiler] 06:53:37 Okay, thank goodness. [Richard Bleiler] 06:53:39 Never sure anymore. [Richard Bleiler] 06:53:41 As Tina said, I said [Richard Bleiler] 06:53:44 was… [Richard Bleiler] 06:53:47 ask to give a lightning presentation on the East Ephemera page. [Richard Bleiler] 06:53:52 And that's its URL right there. [Richard Bleiler] 06:53:56 Sarah, could you, next slide. [Richard Bleiler] 06:53:59 A lightning talk flipped to the next slide if you don't mind. Keep it brief. [Richard Bleiler] 06:54:04 Okay, what I got interested in it, no, if you could back up, when I got interested in it. [Richard Bleiler] 06:54:09 the ephemera page had, I can't say it had been neglected, but it had grown by accretion. [Richard Bleiler] 06:54:16 and had not been uniformly looked at or reviewed. [Richard Bleiler] 06:54:20 I became interested in it mostly because I guess I was interested in negative sorts of things. [Richard Bleiler] 06:54:27 And so the ephemera page is what East wasn't collecting. [Richard Bleiler] 06:54:31 And I became interested in definitions and so forth. [Richard Bleiler] 06:54:34 When I encountered it and started looking at it, there were basically three sections to the east [Richard Bleiler] 06:54:40 There are four sections to the east ephemera page. [Richard Bleiler] 06:54:42 Three of them were text-based. One of them was a table-based, about which I'll be saying more. [Richard Bleiler] 06:54:49 The original site, and this is just part one of the [Richard Bleiler] 06:54:54 four sections I mentioned. [Richard Bleiler] 06:54:56 it was unclear. I couldn't determine if it was descriptive. [Richard Bleiler] 06:55:00 prescriptive or trying to be a little of both and it's sort of exemplary [Richard Bleiler] 06:55:04 And you can just see the sort of thing [Richard Bleiler] 06:55:08 that the bullet points which east was east [Richard Bleiler] 06:55:11 not particularly interested in, except for any and all of these, we can create exceptions if something is [Richard Bleiler] 06:55:19 loose leaf, it can be bound. What if it's a special issue of a journal published as a monograph and so forth. [Richard Bleiler] 06:55:26 And who's determining what and so forth. So I became interested in this. [Richard Bleiler] 06:55:31 And gave a presentation to our colleagues, well, earlier this month, basically last month. [Richard Bleiler] 06:55:37 And Tina, sorry, Tina, center of the next page. [Richard Bleiler] 06:55:43 And ask that we reconceptualize the page. [Richard Bleiler] 06:55:48 We were never sure what the scope was. We didn't have a clear idea of what the audience would be. [Richard Bleiler] 06:55:54 Or how to reach the audience and finally [Richard Bleiler] 06:55:58 One of my concerns is a basic philosophical concern, which is that definition through negation rarely works. [Richard Bleiler] 06:56:06 you know instead of saying it's not, it's not, it's not, we need to say what it is. Sarah, next page. [Richard Bleiler] 06:56:13 So with that said, I gave a presentation and almost immediately, Sarah and colleagues [Richard Bleiler] 06:56:22 redid the first [Richard Bleiler] 06:56:24 section one or sections one and two and four which were the text-based sections [Richard Bleiler] 06:56:30 to talk about what the east [Richard Bleiler] 06:56:33 Ephemera page was and you can see how much clearer this is [Richard Bleiler] 06:56:39 And it's still room for discussion, but it is vastly more compressed and clearer. [Richard Bleiler] 06:56:45 Now, if you would move to the next slide, Sarah. [Richard Bleiler] 06:56:48 The big issue, though, which we're still very much discussing. [Richard Bleiler] 06:56:52 was section three and it was the elephant in the room. It's a sad elephant too [Richard Bleiler] 06:57:00 Because what it was conceived of as [Richard Bleiler] 06:57:04 was a list of the publishers that [Richard Bleiler] 06:57:11 were not to be considered for acquisition or inclusion in the East database. [Richard Bleiler] 06:57:18 Because their output was not [Richard Bleiler] 06:57:21 meeting the east collection standards. The problem was [Richard Bleiler] 06:57:28 It hadn't been thought through, I would say. It was one of these things that just kept growing. [Richard Bleiler] 06:57:35 And so it was awfully hard to make absolutes about publishers. [Richard Bleiler] 06:57:40 It was also very difficult when you just have a name like ace [Richard Bleiler] 06:57:44 to ask who or what is an ace you know is this ace books? Is it ace publishing is it ace this? [Richard Bleiler] 06:57:50 Many publishers [Richard Bleiler] 06:57:53 have things that are perfectly suitable for East, even if they are not [Richard Bleiler] 06:58:00 you know even if they are on this list. [Richard Bleiler] 06:58:03 And so, Sarah, next slide, please. [Richard Bleiler] 06:58:08 I suggested a redesigned and it's gone through a couple of iterations [Richard Bleiler] 06:58:13 But the first would be simply instead of simply listing the publisher. [Richard Bleiler] 06:58:18 we have to say unique identifier, the ISBN, give it a website if we have it, a rationale for why we're not collecting that press. [Richard Bleiler] 06:58:27 especially the reviewer's name and date, you know, because publishers change [Richard Bleiler] 06:58:35 And then, uh. [Richard Bleiler] 06:58:36 just the capacity to identify and sort the tabs that we've created. [Richard Bleiler] 06:58:41 So that we can all look to see what was identified at what given time. [Richard Bleiler] 06:58:45 And so [Richard Bleiler] 06:58:47 This was presented yesterday. Well, actually it was discussed intensely yesterday. I think we should consider it a work in progress. It's not final at all. [Richard Bleiler] 06:58:56 was a very lively discussion yesterday. And Sarah, next page [Richard Bleiler] 06:59:03 And I want to thank my colleague. I was told, keep it brief, which I hope I have. [Richard Bleiler] 06:59:08 And I want to thank my various colleagues and people who are interested in this subject. [Richard Bleiler] 06:59:13 And move on to the next page, please. [Richard Bleiler] 06:59:17 And if there's any discussion or observation, I hope you and I and others can be involved with it in the breakout rooms. [Richard Bleiler] 06:59:24 So I hope that's an adequate lightning talk. And if there's any questions, as I said, happy to discuss with you. [Sara Amato (EAST)] 06:59:35 Thanks, Richard. And I think, you know, anyone interested in this topic should join him in the um [Sara Amato (EAST)] 06:59:41 scope breakout room for more discussion. It's a great topic, always, always interesting. [Richard Bleiler] 06:59:42 Thank you. [Richard Bleiler] 06:59:44 Yeah. [Richard Bleiler] 06:59:46 Yeah, I find it absolutely fascinating, I have to say, but then [Sara Amato (EAST)] 06:59:54 Next up is Vicki Coleman, the library dean at North Carolina A&T State University, speaking on the IMLS grant and their involvement. [Vicki Coleman] 07:00:11 Good morning. I'm here, but my image is not showing yet. [Vicki Coleman] 07:00:16 Well, my face is not showing yet. [Vicki Coleman] 07:00:18 Okay. Good morning, everyone. My name is Vicki Coleman, and I'm the Dean of Library Services at North Carolina Agricultural and Technical State University. [Vicki Coleman] 07:00:28 North Carolina A&T is a historically black university [Vicki Coleman] 07:00:33 And which is also known as an HBCU. [Vicki Coleman] 07:00:36 The title of my presentation is Reflections on the East IMLS Grant and HBCU Involvement. [Vicki Coleman] 07:00:44 Next slide, please. [Vicki Coleman] 07:00:50 In 2022, [Vicki Coleman] 07:00:51 East and the statewide California Electronic Library Consortium. [Vicki Coleman] 07:00:56 received an IMLS planning grant aimed at broadening the diversity of institutional participants [Vicki Coleman] 07:01:03 and collections within shared programs. [Vicki Coleman] 07:01:06 The grant included establishing [Vicki Coleman] 07:01:09 a community councils [Vicki Coleman] 07:01:12 tasked with providing feedback [Vicki Coleman] 07:01:14 guidance and advice. [Vicki Coleman] 07:01:16 I served or the HBCU Community Council. [Vicki Coleman] 07:01:20 The grant justification aimed to underscore the benefits of shared print for minority serving institutions. [Vicki Coleman] 07:01:29 and its role in preserving diverse and inclusive collective collections. [Vicki Coleman] 07:01:35 Next slide, please. [Vicki Coleman] 07:01:41 The grant focused on the following research questions for all minority serving institutions. [Vicki Coleman] 07:01:47 But for this particular presentation, my emphasis is on the HBCUs. [Vicki Coleman] 07:01:54 and the research questions [Vicki Coleman] 07:01:56 were, do HBCU book collections reflect the community they serve? [Vicki Coleman] 07:02:01 Do HBCUs own books about their communities that are not held by other [Vicki Coleman] 07:02:07 shared print participants. [Vicki Coleman] 07:02:10 to HBCU retention commitments reflect [Vicki Coleman] 07:02:14 the community they serve. [Vicki Coleman] 07:02:16 Regarding the latter bullet there. [Vicki Coleman] 07:02:19 I'm not going to comment on that today. [Vicki Coleman] 07:02:23 Because based on the findings that I have received, I have not received findings on [Vicki Coleman] 07:02:30 The last bullet, I believe that's still a work in process. [Vicki Coleman] 07:02:34 Next slide, please. [Vicki Coleman] 07:02:39 One of the challenges to addressing the research questions [Vicki Coleman] 07:02:43 was that the researchers wanted to use methodology [Vicki Coleman] 07:02:46 that would allow them to focus on books by and about African Americans. [Vicki Coleman] 07:02:51 Due to limitations when analyzing using [Vicki Coleman] 07:02:55 Library of Congress subject headings, they're opted to use fast [Vicki Coleman] 07:03:00 which stands for faceted Application of Subject Terminology. [Vicki Coleman] 07:03:06 Next slide. [Vicki Coleman] 07:03:11 In this chart, we're looking at a fast versus LC class analysis on the east retention holdings. [Vicki Coleman] 07:03:19 using the phrase African-American. [Vicki Coleman] 07:03:23 On the left, using standard Library of Congress subject headings. [Vicki Coleman] 07:03:28 we find content on African-Americans [Vicki Coleman] 07:03:31 In the LC classes D, [Vicki Coleman] 07:03:34 E-N-P. [Vicki Coleman] 07:03:37 by using fast analysis on the right. [Vicki Coleman] 07:03:40 We find books about African Americans across the range of LC. [Vicki Coleman] 07:03:46 classes. This concept is a bit more complicated than what we're seeing here, but for the sake of time. [Vicki Coleman] 07:03:53 I won't go through the detail of it. [Vicki Coleman] 07:03:55 But you can see the difference in the ability to find [Vicki Coleman] 07:04:00 books on African Americans using FAST versus LC. [Vicki Coleman] 07:04:04 Next slide, please. [Vicki Coleman] 07:04:10 The researchers also looked at the overlap of titles with fast African-American subject headings [Vicki Coleman] 07:04:17 by comparing three university libraries [Vicki Coleman] 07:04:21 who were considering entering joining these [Vicki Coleman] 07:04:25 Versus comparing their holdings [Vicki Coleman] 07:04:27 versus the nine HBCUs who were currently in [Vicki Coleman] 07:04:32 in east so the three universities considering joining east [Vicki Coleman] 07:04:38 are in orange. They are the atlanta orange [Vicki Coleman] 07:04:41 center, I'm sorry, the Atlanta University Center Libraries, Hampton University, and Virginia union [Vicki Coleman] 07:04:48 and then the [Vicki Coleman] 07:04:50 eight or nine HBCUs who were already in East are represented in the blue bar. [Vicki Coleman] 07:04:56 And what you can see there is that if you look at the orange holdings. [Vicki Coleman] 07:05:01 the universities who have not at the time joined east [Vicki Coleman] 07:05:05 you can see that [Vicki Coleman] 07:05:08 they have anywhere from 11 to 17% uniqueness [Vicki Coleman] 07:05:12 In terms of the titles that they hold. [Vicki Coleman] 07:05:15 that the HBCUs who were currently [Vicki Coleman] 07:05:18 in East did not hold. [Vicki Coleman] 07:05:21 And if you look at the blue bar. [Vicki Coleman] 07:05:23 then what you're seeing is that [Vicki Coleman] 07:05:26 there is some overlap with the HBCUs that were already in east [Vicki Coleman] 07:05:32 versus the [Vicki Coleman] 07:05:34 HBCUs who were looking to join these. [Vicki Coleman] 07:05:37 that represents the overlap [Vicki Coleman] 07:05:40 and titles that we had that focused on African Americans. [Vicki Coleman] 07:05:44 Next slide, please. [Vicki Coleman] 07:05:49 But this slide in the top gold box [Vicki Coleman] 07:05:53 is book collections of the HBCUs [Vicki Coleman] 07:05:57 at the lower gray box. [Vicki Coleman] 07:05:59 is a comparator group comparator [Vicki Coleman] 07:06:02 group of [Vicki Coleman] 07:06:05 PWIs, primarily white institutions [Vicki Coleman] 07:06:09 that had a similar infrastructure to the HBCUs [Vicki Coleman] 07:06:13 perhaps in size, in terms of budget. [Vicki Coleman] 07:06:17 library budget and other similarities. [Vicki Coleman] 07:06:19 And what you're seeing here in this chart [Vicki Coleman] 07:06:22 is even though you were comparing [Vicki Coleman] 07:06:25 libraries that were similar in [Vicki Coleman] 07:06:28 in infrastructure [Vicki Coleman] 07:06:31 that the table looks at the uniqueness of the HBCU library collections [Vicki Coleman] 07:06:36 the HBCUs have [Vicki Coleman] 07:06:39 5.7 times as many titles uniquely held about [Vicki Coleman] 07:06:44 African-Americans as than [Vicki Coleman] 07:06:47 PWI Pers. [Vicki Coleman] 07:06:50 I know that's kind of hard to absorb right now, but that's what this graph is showing here. [Vicki Coleman] 07:06:56 Next slide, please. [Vicki Coleman] 07:07:01 In conclusion, I would like to think East, in particular Susan Stern and Sarah Amato, for their work on the IMLS grant. [Vicki Coleman] 07:07:11 And based on the findings of the study. [Vicki Coleman] 07:07:14 HBCUs do own books about their communities that are not held by other [Vicki Coleman] 07:07:21 shared print partners [Vicki Coleman] 07:07:22 Also, the HBCU book collections reflect the communities that they serve. [Vicki Coleman] 07:07:29 They're all not shown in the charts. [Vicki Coleman] 07:07:31 that I had earlier. I did want to point out that another finding in the report [Vicki Coleman] 07:07:38 is that [Vicki Coleman] 07:07:39 Of the eight to nine HBCUs [Vicki Coleman] 07:07:43 who were in East when this study was conducted. [Vicki Coleman] 07:07:49 they they only [Vicki Coleman] 07:07:50 hold a total of 8.6% of the 11 million titles [Vicki Coleman] 07:07:56 that are retained across the east. [Vicki Coleman] 07:07:59 However, they hold 40% [Vicki Coleman] 07:08:02 of the books about African Americans. [Vicki Coleman] 07:08:05 So what you can see is that these HBCU libraries and their collections are clearly serving their communities. [Vicki Coleman] 07:08:13 I would like to thank all of you for listening to my presentation, and now I will turn it over to Ana Noriega. [Sara Amato (EAST)] 07:08:32 Anna, you're muted. [Ana Noriega Colby College] 07:08:38 That should be better. [Ana Noriega Colby College] 07:08:40 Is that better? [Tina Baich] 07:08:43 Yes. [Ana Noriega Colby College] 07:08:44 My name, okay, yes, my name is Anna and I'm from Colby College in Maine. I've been here for about 10 years. [Ana Noriega Colby College] 07:08:52 And in 2021, some items that were committed to retain by Colby and East. [Ana Noriega Colby College] 07:08:57 were mirrored for retention purposes in the Hathi database for phase two. There were no matches for phase one. From this group of 1,038 East commitments that matched HATI criteria for a phase three, we were asked to select just a handful of items from a very short list of matching [Ana Noriega Colby College] 07:09:18 materials. We chose them based on several factors. Ease of retrieval being the most important [Ana Noriega Colby College] 07:09:24 the need to quality check necessitated that, but also the rarity [Ana Noriega Colby College] 07:09:29 In some cases, the two criteria met. [Ana Noriega Colby College] 07:09:32 were met, but not in all. And throughout the process, we benefited from frequent group meetings. So amongst other libraries that were much larger than Colby and had much more extensive retention holdings to consider. So many questions came up and one of the most [Ana Noriega Colby College] 07:09:52 for me important [Ana Noriega Colby College] 07:09:55 things that I learned was that at many institutions, the special collections were categorized and shelved in ways that differed tremendously from the circulating collections. [Ana Noriega Colby College] 07:10:04 At Colby, this was also the case. And because we have a small and tight-knit staff, I was able to examine the copies I needed to with relative ease, maybe compared to some of the other larger libraries. [Ana Noriega Colby College] 07:10:15 But overall, this work allowed me to gain a deeper understanding of some of the challenges that special collections and archives [Ana Noriega Colby College] 07:10:24 face as well as a way to categorize by condition some of the materials held in our annex. So prior to this pilot. [Ana Noriega Colby College] 07:10:32 I had primarily thought of our circulating collections as static and binary, either there or not there, good enough to use or needing to be replaced. [Ana Noriega Colby College] 07:10:42 This really opened my mind to a different kind of categorization and though [Ana Noriega Colby College] 07:10:47 it's probably not easy to do on a larger scale. [Ana Noriega Colby College] 07:10:49 I do appreciate the opportunity to practice this kind of intensive work with colleagues. [Ana Noriega Colby College] 07:10:56 And if you have any questions, please let me know. [Ana Noriega Colby College] 07:11:00 I'm available and thank you. I'd like to now pass to Susan. [Susan Bernier - FGCU] 07:11:11 Good morning, everyone. Hi, I'm Susan Bernier. I've been at FGCU as the head of collection strategy for [Susan Bernier - FGCU] 07:11:19 20 months, which is really not that long. So I'm going to go over some of the FGCU fast facts, which will also kind of share with you our challenges. [Susan Bernier - FGCU] 07:11:31 So. [Susan Bernier - FGCU] 07:11:33 FGCU, migrated to Alma. I have their 2022. It was actually 2021. It was before i arrived. [Susan Bernier - FGCU] 07:11:41 What I don't include on there is we separated from Iliad in the fall of 2023. [Susan Bernier - FGCU] 07:11:45 And we integrated XLibris's resource sharing tool, Rapid, in April of 2023. We kind of used both for a while and we removed WorldShare this July. And then [Susan Bernier - FGCU] 07:12:00 A few months after that, Peggy, our head of customer services, someone [Susan Bernier - FGCU] 07:12:05 who not only held a lot of institutional knowledge, but also participated really actively in outside resource sharing groups, including East Working Group, while she retired. [Susan Bernier - FGCU] 07:12:17 So what are our challenges? [Susan Bernier - FGCU] 07:12:20 New staff, new systems. [Susan Bernier - FGCU] 07:12:23 experienced staff and ILL systems that we're used to for many years going out, new coming in. [Susan Bernier - FGCU] 07:12:29 So I'm going to guess, though, that our resource [Susan Bernier - FGCU] 07:12:33 sharing challenges are [Susan Bernier - FGCU] 07:12:35 pretty much the same as yours. [Susan Bernier - FGCU] 07:12:37 The good news, good news is Peggy, while she left, she prepared her ILL staff really well for her exit. [Susan Bernier - FGCU] 07:12:45 The bad news are the stats. [Susan Bernier - FGCU] 07:12:48 Well, we've got numbers from multiple systems, borrowing [Susan Bernier - FGCU] 07:12:52 data that's incomplete, there's no way I could share any current borrowing metadata and we'd have to confirm that with you guys. [Susan Bernier - FGCU] 07:13:01 Second slide, next slide, Sarah. [Susan Bernier - FGCU] 07:13:05 However, I can tell you a lot more about what we lend. [Susan Bernier - FGCU] 07:13:11 I'm able to do that because our brilliant data librarian gave me [Susan Bernier - FGCU] 07:13:17 Now, initially, I have to say, Sarah, I was pretty concerned when you asked me to produce some granular ILL statistics [Susan Bernier - FGCU] 07:13:24 for our East title retentions. [Susan Bernier - FGCU] 07:13:27 As well as loan data for those titles we shared with our East partners. [Susan Bernier - FGCU] 07:13:32 I looked at all my analytics reports that we had and they just weren't specific enough. [Susan Bernier - FGCU] 07:13:38 there were all these big numbers [Susan Bernier - FGCU] 07:13:40 big picture story. This wasn't the story I needed to share with East. So I asked Gabe to identify some [Susan Bernier - FGCU] 07:13:48 lending counts for our use retention titles. [Susan Bernier - FGCU] 07:13:51 And once we worked together, we were, as you can see, able to identify those. [Susan Bernier - FGCU] 07:13:56 But then what you don't see right away is, well, I looked at the data and I had to call KB again and I said, I'm worried. I'm looking at this and I'm seeing we've got [Susan Bernier - FGCU] 07:14:08 179 [Susan Bernier - FGCU] 07:14:10 member institutions in the East. And I only see that 13 [Susan Bernier - FGCU] 07:14:13 are a part of one or more of the ILL pods [Susan Bernier - FGCU] 07:14:16 that FGCU has joined in Rapido. So she went ahead, I gave her all the East institution names and she added those and [Susan Bernier - FGCU] 07:14:25 There's our data. [Susan Bernier - FGCU] 07:14:29 If you look at the bottom row. [Susan Bernier - FGCU] 07:14:31 It shows that we've lent out one east title [Susan Bernier - FGCU] 07:14:34 to one east member [Susan Bernier - FGCU] 07:14:36 during the last four years. [Susan Bernier - FGCU] 07:14:38 However, if you do the math, you'll also see that 8% of the total filled lending requests [Susan Bernier - FGCU] 07:14:44 were yeast retentions. [Susan Bernier - FGCU] 07:14:47 So next slide, Sarah. [Susan Bernier - FGCU] 07:14:51 Well, what does this tell us? [Susan Bernier - FGCU] 07:14:53 Well, I think the data shows us that we [Susan Bernier - FGCU] 07:14:57 all have borrowing and lending challenges. [Susan Bernier - FGCU] 07:15:01 How do we enhance resource sharing when we don't share one ILL system? [Susan Bernier - FGCU] 07:15:07 I think there's a little hope in the future in 2025, Ex Libras will establish a way for non-ex Libris libraries to use Rapido. [Susan Bernier - FGCU] 07:15:15 And once this happens, libraries could use Rapido to establish [Susan Bernier - FGCU] 07:15:19 peer-to-peer accounts to share with other East libraries. [Susan Bernier - FGCU] 07:15:24 But peer-to-peer is very time consuming. So it's not the best fit. [Susan Bernier - FGCU] 07:15:29 ex-Libras could create an East Consortium pod or [Susan Bernier - FGCU] 07:15:33 even more than one east pod [Susan Bernier - FGCU] 07:15:36 And of course, why do I say more than one? Because everyone I spoke to felt that with over 170 institutions. [Susan Bernier - FGCU] 07:15:44 it would be too large to succeed. We could never agree on the same loan terms. [Susan Bernier - FGCU] 07:15:48 But I have hope that we can. [Susan Bernier - FGCU] 07:15:52 Because you're all here and you're all here [Susan Bernier - FGCU] 07:15:55 I think if we can do this, we can support collaborative collection development as well. [Susan Bernier - FGCU] 07:16:00 I feel if we read the East Working Group's recommendations for supporting resource sharing. [Susan Bernier - FGCU] 07:16:05 And we agree to use East Resource Sharing Best Practices as our framework. [Susan Bernier - FGCU] 07:16:11 We could come up with a set of policies to opt in or opt out of like all my OCLCs. [Susan Bernier - FGCU] 07:16:17 And it's possible. It's really, really possible. So let's talk. If you want to head to one of the resource sharing breakout rooms to share your thoughts on this topic. [Susan Bernier - FGCU] 07:16:28 Thank you very much, much. [Susan Bernier - FGCU] 07:16:30 Hope to see you soon. [Sara Amato (EAST)] 07:16:39 Thank you all. [Sara Amato (EAST)] 07:16:41 always super interesting and hopefully you can talk more on these topics in the breakout rooms. [Sara Amato (EAST)] 07:16:47 We do have [Sara Amato (EAST)] 07:16:48 four or five minutes to take any questions at this point if you have them. [Sara Amato (EAST)] 07:16:53 You can put them in chat. [Sara Amato (EAST)] 07:16:56 Or Matthew, if you wanted to read out the one question we have in the Google Doc. [Matthew Revitt] 07:17:05 Yes. [Matthew Revitt] 07:17:05 Sure. We had a question in the Google Doc about how do you balance projects like the ephemera project, which may mean libraries remove commitments [Matthew Revitt] 07:17:13 when other libraries even outside of east [Matthew Revitt] 07:17:17 made collection decisions based on those materials. [Matthew Revitt] 07:17:19 And how are systems getting updated [Matthew Revitt] 07:17:22 or libraries being notified. And I just put a response [Matthew Revitt] 07:17:26 And then document this is a great question. [Matthew Revitt] 07:17:29 I can understand why it could seem frustrating [Matthew Revitt] 07:17:32 as commitments change. [Matthew Revitt] 07:17:34 and can feel like a moving target. But I will say that the [Matthew Revitt] 07:17:38 Ephemeralist is not meant to be [Matthew Revitt] 07:17:41 all publishers that are out of scope. They're examples of the kinds of works that [Matthew Revitt] 07:17:46 fall under the categories we've agreed previously [Matthew Revitt] 07:17:49 should be able to scope for each retention things like textbooks and guides [Matthew Revitt] 07:17:53 So these things are updated. [Matthew Revitt] 07:17:56 to include further examples. But I do agree, as Richard outlined, that we need to do a better job of presenting the list. [Matthew Revitt] 07:18:04 And also communicating the list with our members as things are added to it. [Matthew Revitt] 07:18:10 Also, just a final point on this, just because something a commitment has been removed from a title [Matthew Revitt] 07:18:15 does not automatically mean that a library then removes that title from their collection. [Matthew Revitt] 07:18:21 And the material is no longer accessible. [Matthew Revitt] 07:18:23 But we are working [Matthew Revitt] 07:18:26 on better communicating the ephemera list. [Matthew Revitt] 07:18:31 question that's just come into the document is I'm not sure I understand the challenges [Matthew Revitt] 07:18:36 with ILL among East Libraries. What exactly are the problems we are trying to solve? [Susan Bernier - FGCU] 07:18:47 So this is Susan again. Hi. [Susan Bernier - FGCU] 07:18:51 So the challenge is [Susan Bernier - FGCU] 07:18:54 Of all of those East libraries. [Susan Bernier - FGCU] 07:18:57 Right now, I can only easily share with 13. [Susan Bernier - FGCU] 07:19:01 We're just not set up. Rapido is not set up. Now, Rapido is relatively new. [Susan Bernier - FGCU] 07:19:07 um but [Susan Bernier - FGCU] 07:19:09 If someone who's not in one of those Rapido pods wants to borrow materials from me. [Susan Bernier - FGCU] 07:19:14 they're probably going to have to send me an email. And that's not part of best practices. We really want to use the same ILL system. [Susan Bernier - FGCU] 07:19:22 So. [Susan Bernier - FGCU] 07:19:24 That's a huge challenge. We also need to show that we're using these yeast retentions, that they have value. [Susan Bernier - FGCU] 07:19:33 So how do we do that? Well, we need to share our data. [Susan Bernier - FGCU] 07:19:38 You don't know what you're borrowing from me if I don't share it, right? [Susan Bernier - FGCU] 07:19:42 So we need a platform that allows us to get and grab that data. [Susan Bernier - FGCU] 07:19:50 I hope that answers your question. I hope that makes sense. [Susan Bernier - FGCU] 07:19:53 In other words, we need to get out of our silos, which we're generally pretty good at. But when I saw that only 13 of the 179 institutions are in Rapido, I was [Susan Bernier - FGCU] 07:20:04 I was concerned. [Matthew Revitt] 07:20:09 It's also helpful to [Sara Amato (EAST)] 07:20:10 Great. [Matthew Revitt] 07:20:12 make it easier for libraries to identify who else [Matthew Revitt] 07:20:15 is in East. We've heard a few times from our members that as East has grown, it's not always [Matthew Revitt] 07:20:21 player who who is a member and who isn't [Matthew Revitt] 07:20:25 So having that information more easily shareable is something else that we're working on. [Sara Amato (EAST)] 07:20:38 Great. [Matthew Revitt] 07:20:41 Doesn't. [Sara Amato (EAST)] 07:20:41 I'm debating here. There's another question coming in. [Tina Baich] 07:20:41 I was just going to add, it's really interesting. Sorry, Sarah, it's really interesting that Susan only found 13 um [Tina Baich] 07:20:49 East Libraries in her rapid [Tina Baich] 07:20:52 pods, rapid pods, because we have [Tina Baich] 07:20:55 a large number of East Libraries using ALMA now. So I think there's some potential for us to sort of give guidance on alongside ex-laborors on how to better connect just within Alma. [Tina Baich] 07:21:09 So. [Sara Amato (EAST)] 07:21:12 Very, very interesting interesting [Sara Amato (EAST)] 07:21:15 discussion on resource sharing always [Sara Amato (EAST)] 07:21:19 Oh, something to talk about there, and that's going to move me into the breakout rooms which i think [Sara Amato (EAST)] 07:21:24 Anyone interested in Easton resource sharing should choose that room so [Sara Amato (EAST)] 07:21:31 Thank you for the lightning talks for those who presented. [Sara Amato (EAST)] 07:21:35 you have a chance to talk more about it in some of these rooms. [Sara Amato (EAST)] 07:21:38 I'm going to open them up in just a moment. [Sara Amato (EAST)] 07:21:42 We're going to run the breakout rooms twice with a 10-ish minute break in between the two. I'll put up a timer so you know when to be back. [Sara Amato (EAST)] 07:21:51 The topics will repeat, as I said before, except for the nuts and bolts. If you have basic questions, go to that one first. There'll be an East expert chairing that room. [Sara Amato (EAST)] 07:21:59 So these rooms are an opportunity for you to discuss East and shared print topics with your peers. [Sara Amato (EAST)] 07:22:05 Each room will have a facilitator and a note taker, and you can see the facilitator note takers for the first round on this slide. [Sara Amato (EAST)] 07:22:13 And after the two sessions, we'll reconvene as a large group and hear quick reports out on the topic. When I say quick, I mean less than one minute, like one highlight from each room. [Sara Amato (EAST)] 07:22:23 Got that moderators. That's what we're aiming for. [Sara Amato (EAST)] 07:22:27 The rooms will be run for 20 minutes each. I'll broadcast a message out when they're about five minutes left. [Sara Amato (EAST)] 07:22:34 And with that, I'm going to [Sara Amato (EAST)] 07:22:38 Open the breakout rooms. [Breakout Rooms and Break Not Recorded] [Sara Amato (EAST)] 08:19:10 I think we should have everyone [Sara Amato (EAST)] 08:19:12 Back now, a few people popping back in. [Sara Amato (EAST)] 08:19:16 Hope you had a good productive discussions. [Sara Amato (EAST)] 08:19:20 I've been keeping an eye kind of on the open documents. It looks like there were some definitely some interesting conversations going on. [Sara Amato (EAST)] 08:19:27 We're going to take a few minutes to just hear the highlights of each breakout room discussions. I'm going to call on the facilitator of each room. And if someone [Sara Amato (EAST)] 08:19:37 Besides the facilitator who is reporting out, just speak up again. We just want to hear that [Sara Amato (EAST)] 08:19:42 Top takeaway, one minute or less. [Sara Amato (EAST)] 08:19:45 from each room. And I'm just going to go, I think, alphabetically and start with Alma and East. And Liz, are you back with us? Do you want to [Sara Amato (EAST)] 08:19:53 Tay a quick word? [Liz Bodian] 08:19:54 I'm back, yes. [Liz Bodian] 08:19:56 So, um. [Liz Bodian] 08:20:00 We've had a lot of good conversation. I'm always fascinated that everyone does this slightly differently and we would like to [Liz Bodian] 08:20:09 continue this conversation besides just having it in these breakout rooms and see if [Liz Bodian] 08:20:16 we can communicate something to clarify about our desires. [Liz Bodian] 08:20:21 It was also as a side issue, a lot of people said they could figure out how to do things in Alma and are still struggling a little bit with Lucille. [Sara Amato (EAST)] 08:20:32 Thank you. Interesting. Yeah, I think there's a role for East to continue facilitating that discussion. I realized I haven't resumed the recording. I'm going to do that now. [Sara Amato (EAST)] 08:20:41 Barriers to participation. Tony, are you on the line? Do you want to have a board? [Anthony Fonseca (Elms College, he/him)] 08:20:47 Yes, Marta is going to report out for us. [Sara Amato (EAST)] 08:20:50 Okay. [Marta Brunner, Skidmore College (she/her)] 08:20:52 I just sent Tony a chat saying, you did such a good job of summarizing in our breakout room. You should do it. No, so the barriers are probably what you would expect funding for some institutions is a barrier. Staff bandwidth is another barrier, perceived barrier. And then the need for directors to restate the value of [Marta Brunner, Skidmore College (she/her)] 08:21:17 east year after year, especially if they have a revolving door leadership. [Marta Brunner, Skidmore College (she/her)] 08:21:23 And then finally the um [Marta Brunner, Skidmore College (she/her)] 08:21:27 developing a collective collections rationale or motivation [Marta Brunner, Skidmore College (she/her)] 08:21:32 that is persuasive and readily available to directors and others who need to make the case to their campuses. [Marta Brunner, Skidmore College (she/her)] 08:21:42 or consortia. [Sara Amato (EAST)] 08:21:46 Were you in both sessions, Marta, or Allison, do you have anything to add? [Alison Armstrong (Radford)] 08:21:51 A lot of what we talked about echoes what they talked in the first one. I'll also kind of say we we [Alison Armstrong (Radford)] 08:21:57 everyone agreed that they wouldn't they would they would have [Alison Armstrong (Radford)] 08:22:02 continued to join East and be involved, except they wish they had known just how much time [Alison Armstrong (Radford)] 08:22:09 they would be spending on working on it. [Alison Armstrong (Radford)] 08:22:14 The staff time was [Alison Armstrong (Radford)] 08:22:15 was a lot more than they expected. [Sara Amato (EAST)] 08:22:21 Up next, I think, Susan, you were in both a collaborative collection development [Susan Myers - Spartanburg Methodist College] 08:22:27 Yes, Tiffany, could you talk about what the summary was for the first session? And then Tony will be for the second one. [Tiffany Russell] 08:22:37 Yes. So for the first breakout session, much of our discussion centered on how the East membership [Tiffany Russell] 08:22:44 has contributed to our collection development methods. [Tiffany Russell] 08:22:48 So we discussed knowing, being able to know which libraries specialize in which areas [Tiffany Russell] 08:22:53 So that other partner institutions are aware of what they need to buy and what they shouldn't buy. [Tiffany Russell] 08:22:59 We discussed the potential of generating a specialized grid for East. [Tiffany Russell] 08:23:04 So that each member library could have their own specialization. [Tiffany Russell] 08:23:09 listed and we also discuss how the East membership has allowed libraries to acquire more unique items [Tiffany Russell] 08:23:17 via donations from the community. [Anthony Fonseca (Elms College, he/him)] 08:23:22 Those two concerns came up in our session as well. [Sara Amato (EAST)] 08:23:23 Thank you. [Anthony Fonseca (Elms College, he/him)] 08:23:27 And one good question. [Anthony Fonseca (Elms College, he/him)] 08:23:30 that came up was if you're a new east member this [Anthony Fonseca (Elms College, he/him)] 08:23:36 you think about what you can specialize based on your collection when you decide what you're going to retain. [Anthony Fonseca (Elms College, he/him)] 08:23:42 And the answer was very good. This makes sense for not only the library because of academic programs. [Anthony Fonseca (Elms College, he/him)] 08:23:48 and collection history, but the region and its concerns, such as histories of businesses [Anthony Fonseca (Elms College, he/him)] 08:23:53 This may also change the viewpoint on the donation, especially books by local authors on local concerns. [Anthony Fonseca (Elms College, he/him)] 08:24:02 And the idea of a grid also came up in a recession. [Sara Amato (EAST)] 08:24:03 Okay. [Sara Amato (EAST)] 08:24:06 Good to hear. Thanks. I'm going to move on to commitments and scope. I think Matthew [Sara Amato (EAST)] 08:24:12 for that. [Matthew Revitt] 08:24:12 Yes, and I think Jonathan's going to go up first. [Jonathan Miller] 08:24:15 Thanks, Matthew. Yeah, so we had a really interesting discussion. The piece that we wanted to emphasize is to, we were talking about [Jonathan Miller] 08:24:26 what were described as low quality materials or ephemera [Jonathan Miller] 08:24:31 And of little interest, at least as represented by interlibrary loan demand. [Jonathan Miller] 08:24:37 And how that might actually change over the long term as scholarly interests changes. So something that is of low interest today may not be the case [Jonathan Miller] 08:24:46 And we need to be thinking in terms of decades about this. And we also need to be thinking about [Jonathan Miller] 08:24:54 Being able to make [Jonathan Miller] 08:24:56 cogent arguments to people like me, directors and provosts. [Jonathan Miller] 08:25:01 about these commitments and how important they are [Jonathan Miller] 08:25:05 Which leads us to being very careful about the commitments we make at the beginning that we can justify down the road. [Matthew Revitt] 08:25:17 Thanks, Jonathan. And then Julie is going to give our second group a plate. [Julie Kane (Washington and Lee U)] 08:25:21 Yeah, so our discussion circled largely around processes and workflows for reallocating [Julie Kane (Washington and Lee U)] 08:25:29 commitments when [Julie Kane (Washington and Lee U)] 08:25:31 material is deemed harmful or just no longer pertinent to [Julie Kane (Washington and Lee U)] 08:25:37 a particular collection. And we talked about some ways in which we could do that through East, something that mimics maybe the FDLP deaccessioning lists and sort of an exchange [Julie Kane (Washington and Lee U)] 08:25:49 So that member institutions could donate [Julie Kane (Washington and Lee U)] 08:25:53 they're no longer needed or desired material to other member institutions. [Sara Amato (EAST)] 08:26:01 Thank you. And I'm going to move on to resource sharing. And Susan, do you want to take the first one? [Susan Bernier - FGCU] 08:26:07 Sure. So there were really a wide range of librarians, different roles that showed up in that first breakout room. [Susan Bernier - FGCU] 08:26:20 There were talks of using resource [Susan Bernier - FGCU] 08:26:23 sharing for collection development. And so you can kind of see how that [Susan Bernier - FGCU] 08:26:27 piggybacks on collaborative collection development [Susan Bernier - FGCU] 08:26:30 But the need to ensure that everyone's sharing [Susan Bernier - FGCU] 08:26:34 the materials that they've set as retentions. [Susan Bernier - FGCU] 08:26:39 the majority would use East Policies directory [Susan Bernier - FGCU] 08:26:43 We talked about the vendors that we use working for us, not [Susan Bernier - FGCU] 08:26:48 us developing their products. And we talked, you know, Rapidos still early on people suggested the Rapido hybrid pods [Susan Bernier - FGCU] 08:26:59 peer to peer, but we all have different workflows. So sometimes there's maybe not enough staff to really support doing all those [Susan Bernier - FGCU] 08:27:09 solutions. [Susan Bernier - FGCU] 08:27:11 And we said, yeah, the more systems, the better. OCLC is great, but it's really expensive. So that was the first. [Susan Bernier - FGCU] 08:27:21 breakout room. [Sara Amato (EAST)] 08:27:24 And Charlotte, are you up for the second? [Charlotte M. Johnson, Pitt] 08:27:26 Yeah. Yeah. [Charlotte M. Johnson, Pitt] 08:27:31 are… [Charlotte M. Johnson, Pitt] 08:27:32 our session pretty much went very similarly. We talked a little bit about the forthcoming resource sharing community of practice. We did a little preview of the [Charlotte M. Johnson, Pitt] 08:27:42 the new website, there was a lot of positive feedback, especially the systems documentation tab. I think [Charlotte M. Johnson, Pitt] 08:27:52 You know, I think a resounding consensus is more communication with everyone and stuff like that and um [Charlotte M. Johnson, Pitt] 08:28:01 Yeah. Yeah. [Sara Amato (EAST)] 08:28:03 Okay. [Charlotte M. Johnson, Pitt] 08:28:04 positive feedback. Yes, the directory would be great. [Charlotte M. Johnson, Pitt] 08:28:10 Yeah, I think that [Sara Amato (EAST)] 08:28:13 Thank you. [Sara Amato (EAST)] 08:28:15 And finally, with special collections, I think, Steve, you were in both of those [Steve Smith, UMass Boston (he/him)] 08:28:19 Yeah, that's right. So with both groups, there was a lot of, I think, general interest and enthusiasm for doing more analysis on [Steve Smith, UMass Boston (he/him)] 08:28:32 special collections within East Libraries. I know there weren't many that participated in the first round. [Steve Smith, UMass Boston (he/him)] 08:28:39 But they're seeing a lot of value in helping us understand how our special collections materials relate to our [Steve Smith, UMass Boston (he/him)] 08:28:46 circulating collections, but also how the [Steve Smith, UMass Boston (he/him)] 08:28:50 all the different special collections within East relate to each other. [Steve Smith, UMass Boston (he/him)] 08:28:55 There's also, I think, kind of add-on values of helping the analysis could help prioritize things for digitization based on rarity or based on maybe [Steve Smith, UMass Boston (he/him)] 08:29:05 communal holdings [Steve Smith, UMass Boston (he/him)] 08:29:07 there's a real issue, though, of trying to figure out [Steve Smith, UMass Boston (he/him)] 08:29:10 East is fundamentally um [Steve Smith, UMass Boston (he/him)] 08:29:14 ground on the idea of being able to share things within the within the membership and how does that work whether it's [Steve Smith, UMass Boston (he/him)] 08:29:23 You know, moving from special collections to special collections or doing digitized versions [Steve Smith, UMass Boston (he/him)] 08:29:31 But the kind of biggest issue that we uncovered is that while some people within these discussions were head of a library or head of a unit containing special collections, the special collections librarians aren't in the conversation and generally they aren't. [Steve Smith, UMass Boston (he/him)] 08:29:49 Here today, they're not the ones that are involved with their library's membership in the east or library's involvement with East. [Steve Smith, UMass Boston (he/him)] 08:29:56 And so how do we um how do we [Steve Smith, UMass Boston (he/him)] 08:29:58 how do we get the special collections librarians into this conversation? [Steve Smith, UMass Boston (he/him)] 08:30:04 There is even, you know, there's an idea that maybe this could be even threatening to them by exposing that maybe their collections aren't so unique after all. [Steve Smith, UMass Boston (he/him)] 08:30:12 So what can we do to get them into these um into our [Steve Smith, UMass Boston (he/him)] 08:30:18 discussions because there is a real sense that this would be it is, you know, these collections may be special, but they shouldn't necessarily be considered separate [Steve Smith, UMass Boston (he/him)] 08:30:27 And it would be beneficial to continue with the analysis in that area. [Sara Amato (EAST)] 08:30:33 Thank you. Very interesting. [Sara Amato (EAST)] 08:30:36 anyone who wants to talk just a little bit more on these topics, show up tomorrow and [Sara Amato (EAST)] 08:30:43 I'm sure many of the things raised here will also be continuing ongoing discussions both in the [Sara Amato (EAST)] 08:30:49 board and the operations committee. [Sara Amato (EAST)] 08:30:51 And with that, I'm passing the mic to Tina to introduce our keynote speaker. [Tina Baich (she/her), EAST] 08:30:58 Thanks, Sarah. It is my pleasure to introduce Heather Welton, who is the Content and Data Management Lead and Shared Print Program Officer at Hottie Trust, a not-for-profit collaborative of academic and research libraries, preserving 17 plus million digitized items. Heather is an active member of a variety of shared print groups. [Tina Baich (she/her), EAST] 08:31:20 including the shared print metadata group, which recently drafted the new shared print actions terminology. The California Digital Library Center for Research Libraries and Hadi Trust Shared Print Collaboration, or CCH collaboration, and the Shared Print Partnership Bridge Year Executive Committee. [Tina Baich (she/her), EAST] 08:31:39 Starting in early November, Heather will shift roles to become the new Hottie Trust Collections Strategist, where she will focus on helping Honey Trust increase access to and use of an expanded, diversified, and enhanced collection. And shared print will remain integral to this work. Congratulations, Heather, and take it away. [Heather Weltin] 08:32:01 Thank you. And so next slide, Sarah. [Heather Weltin] 08:32:06 Great. And actually, next slide. Sorry. [Heather Weltin] 08:32:13 So the agenda for this presentation is on the screen now. I really just want to kick off with themes, thoughts, and work that's been impacting my thinking about shared print. [Heather Weltin] 08:32:25 And what is needed for shared print to be a valuable and enduring service. [Heather Weltin] 08:32:29 Then I'm going to move into what the new shared print partnership is focused on and how it can contribute to some of those larger themes I brought up earlier. [Heather Weltin] 08:32:39 And then I want to introduce you to the Hottie Trust Shared Print Program and how all the things I shared previously and our new strategic vision will impact that. [Heather Weltin] 08:32:50 And I promise all of this will culminate [Heather Weltin] 08:32:53 in next steps that Hottie Trust is considering for our program, but more importantly, things we should consider as an entire shared print ecosystem. [Heather Weltin] 08:33:02 So next slide. [Heather Weltin] 08:33:04 And before I start this section, I just need to take a minute and share an appreciation for my CCH colleagues, Amy Wood and Allison Woolers, who has spent literally thousands of hours with me in thinking through and strategizing about some of the topics I'm going to share. And while these words are certainly my own, they do have a basis and shared history in our collaboration. [Heather Weltin] 08:33:30 And really, this is all in thanks to them because of our partnership. And I'm very grateful for them. [Heather Weltin] 08:33:36 So just a little background. [Heather Weltin] 08:33:38 Launched by the CCH collaboration, which Tina introduced a moment ago, and embraced by others, really the shared print community has started to create a narrative that envisions ways to embed shared print into the entire lifecycle of collection. Some of the very things you all talked about in these breakout sessions, right? We want to shift our thinking about shared print. [Heather Weltin] 08:34:03 to make our commitments not tangential to the traditional collection, but fully integrated from acquisitions to discovery to resource sharing. [Heather Weltin] 08:34:15 And when shared print is embedded into the full lifecycle of collections, it becomes something libraries don't decide to do. [Heather Weltin] 08:34:23 But they need to do it because it's simply part of our core mission and values. [Heather Weltin] 08:34:29 But to achieve this, we need a mutual understanding and trust across our programs and libraries. [Heather Weltin] 08:34:38 We need to build relationships that understand the concept that commitments you make today are commitments we can make decisions on for the long term. [Heather Weltin] 08:34:51 that there are commitments that we can develop services and technology on. [Heather Weltin] 08:34:57 And really, in order to do this type of work. [Heather Weltin] 08:35:00 We need to encompass different voices and stakeholders. [Heather Weltin] 08:35:04 Not just those from our members, but from a variety of stakeholders at libraries. This includes researchers and even technology vendors. [Heather Weltin] 08:35:14 All of them now need to be partners in this process. [Heather Weltin] 08:35:18 But one of the largest challenges that feeds into all of this is sustainability for shared print. [Heather Weltin] 08:35:25 And collaboration is the cornerstone of shared print sustainability. [Heather Weltin] 08:35:31 So not only am I saying we have to evolve our shared print strategy to align with the core values of libraries. [Heather Weltin] 08:35:39 And to increase the value proposition of print collections. [Heather Weltin] 08:35:43 We also need to create flexible organizations. [Heather Weltin] 08:35:46 Linked less by formal agreements and more by an exchange of services, data, and resources across a wide variety of functional expertise. [Heather Weltin] 08:35:57 For shared print to truly be sustainable, we need to create a new ecosystem based not just on the current one that involves researchers, managers, administrators, technology suppliers, and librarians with functional expertise across the lifecycle of collections. [Heather Weltin] 08:36:15 Who are sometimes collaborative. [Heather Weltin] 08:36:18 But supplying something the other needs. [Heather Weltin] 08:36:22 And also today they're sometimes competitive. [Heather Weltin] 08:36:25 taking a different approaches to solving a problem. [Heather Weltin] 08:36:28 But rather, what we need is a dynamic and more shifting relationship. [Heather Weltin] 08:36:34 Comprised of diverse actors and expertise. [Heather Weltin] 08:36:38 In the end, we all need to be willing to work new ways together. [Heather Weltin] 08:36:44 Collaborations among shared print programs alone cannot successfully develop and provide all the technology and service needs to steward a real national or even better, cross-national shared print collection. [Heather Weltin] 08:37:01 Even if we start today adopting our mission, governance, and funding models. [Heather Weltin] 08:37:06 To be sustainable, we need to go beyond that purpose and redefine the role of shared print within the larger library ecosystem. [Heather Weltin] 08:37:17 We need to increase the value of the network level print collections by developing services for these collections that are demonstrably better than what already exists. [Heather Weltin] 08:37:30 Next slide, please. [Heather Weltin] 08:37:32 So along with CCH, there is a newly merged shared print partnership that has a role to play in the vision of shared print collaboration. [Heather Weltin] 08:37:42 And the Rosemont Shared Print Alliance and the Partnership for Shared Book Collections were separate organizations focused on ensuring the retention of and access to print journal [Heather Weltin] 08:37:55 back files and monographs, respectively. [Heather Weltin] 08:37:58 And as of July 1st of this year, they formed a single entity known as the Shared Print Partnership. [Heather Weltin] 08:38:06 And as I am presenting today, the new Bridge Year Executive Committee is working hard to finalize the scope and mission of this new organization. Many of you are involved in that. [Heather Weltin] 08:38:19 So previously, both Rosemont and the partnership [Heather Weltin] 08:38:23 worked on growth and security of shared print collections through collaboration, developing shared policies and guidelines, advocacy and engagement. [Heather Weltin] 08:38:34 This work will need to continue because, as I said a moment ago, collaboration is the cornerstone of shared print sustainability. [Heather Weltin] 08:38:42 And as a member of the Bridge Year Executive Committee, I do intend to foster discussions about the role of shared print in building a bigger shared print ecosystem. [Heather Weltin] 08:38:53 And this includes things I mentioned a moment ago, like creating flexible organizations that builds on exchange of services, data, and resources. [Heather Weltin] 08:39:03 Developing new ecosystems, not based on the ones we have today, but the ones we need with shifting relationships and expertise. [Heather Weltin] 08:39:12 And really assisting shared print program to identify programs, to identify ways to work together differently with more people. [Heather Weltin] 08:39:21 And while their work is underway, I have great hopes in the shared print partnership and their ability to help lead our community in this effort. [Heather Weltin] 08:39:31 New slide. [Heather Weltin] 08:39:33 So I shared some thoughts that I've had brewing related to the future opportunities overall in shared print. [Heather Weltin] 08:39:39 But now I want to turn my attention to Hottie Trust and what all this means for our program and where we're going. [Heather Weltin] 08:39:47 So for those of you who don't know or aren't familiar, the Hottie Trust Shared Print Program directly supports Hottie Trust's mission of preservation, access, and collection stewardship. [Heather Weltin] 08:40:00 By connecting print and digital collections. [Heather Weltin] 08:40:03 The primary goal of our program is to steward print copies of all the Hottie Trust digital holdings. [Heather Weltin] 08:40:11 We want to help our members think beyond local ownership. [Heather Weltin] 08:40:15 to collaborate on managing collections through collaboration and coordination. [Heather Weltin] 08:40:21 And as a digital library. [Heather Weltin] 08:40:23 Howdy Trust has the additional ability to work with our members around shared print to enhance the quality of our digital collection. [Heather Weltin] 08:40:33 And together, we really do aim to build a comprehensive print and digital archive of published literature from around the world and make it accessible when copyright laws allow through digital access. [Heather Weltin] 08:40:47 New slide. [Heather Weltin] 08:40:50 So to date, our shared print program has been focused entirely on monographs. [Heather Weltin] 08:40:56 And our program has had multiple phases to increase our commitments. [Heather Weltin] 08:41:00 The first was a sort of free-for-all for all, asking any member really to commit materials [Heather Weltin] 08:41:07 But the second was more scoped. And in that second phase, we focus on securing up to five commitments located across geographic zones. [Heather Weltin] 08:41:16 And that it does include international members. [Heather Weltin] 08:41:21 More recently, as you heard earlier, we conducted our phase three pilot, which focused on unique and non-circulating HODI trust member materials in the public domain. [Heather Weltin] 08:41:31 domain. And today, all of these commitments encompass 76% of all the digital monograph collections in Hadi Trust. That means we have a shared print commitment that [Heather Weltin] 08:41:44 bolsters those digital commitments. [Heather Weltin] 08:41:46 Next slide. [Heather Weltin] 08:41:49 So shifting a little bit, in 2023, Hadi Trust [Heather Weltin] 08:41:55 spent the year examining accomplishments and lessons from our first 15 years of growth, expansion, and experimentation in order to inform our strategic vision process. [Heather Weltin] 08:42:06 We really did review our place in current research. [Heather Weltin] 08:42:10 educational, socio-political, technology, and environmental landscapes to consider how Hadi Trust can respond to the challenges facing us all. [Heather Weltin] 08:42:21 And as a single organization in a wider community, we know the only way to meet those challenges is by working collaboratively with our members and allied organizations to promote justice, create communities that thrive, and advance collective knowledge and understanding. [Heather Weltin] 08:42:41 And really with our new strategic vision, we are refocusing our lens on our collection. [Heather Weltin] 08:42:47 So what does this mean? Really, it renews our commitment. [Heather Weltin] 08:42:52 to the stewardship and preservation of our collection. [Heather Weltin] 08:42:56 Which is the foundation of [Heather Weltin] 08:42:58 Everything we do while bringing our mission and values forward into this next decade. [Heather Weltin] 08:43:05 And to do all of this, we've outlined strategic directions and objectives that focus on access and use. [Heather Weltin] 08:43:12 Expanding and diversifying the collection. [Heather Weltin] 08:43:15 And improving metadata and infrastructure. [Heather Weltin] 08:43:18 And when you dig into this work, it includes things like enabling members to identify, digitize, preserve, and contribute their unique content to the collection. [Heather Weltin] 08:43:29 Especially that of underrepresentative and historically marginalized voices and perspectives. [Heather Weltin] 08:43:36 We want to find ways to actively manage and share bibliographic metadata entrusted to our care. [Heather Weltin] 08:43:43 We want to build collaborations in support of scholarship and our libraries that will enable us to develop a collection that works towards a more just society and towards resilience in response to changing economic, social, and environmental conditions. [Heather Weltin] 08:44:02 We want to engage other organizations involved in print preservation. [Heather Weltin] 08:44:06 So we can contribute to the larger ecosystem. [Heather Weltin] 08:44:10 based on our greatest and unique strengths across all of us. [Heather Weltin] 08:44:14 And while these are just a handful of objectives, our new strategic vision will guide everything we do going forward, including our shared print program. [Heather Weltin] 08:44:24 Next slide. [Heather Weltin] 08:44:27 So what does all this mean for Hottie Trust and our shared print collaboration? [Heather Weltin] 08:44:32 And so really starting just with hottie trust [Heather Weltin] 08:44:36 Everything I shared today from sustainability thinking, embedding shared print into the lifecycle of collections. [Heather Weltin] 08:44:43 The new shared print partnership to Hottie Trust's strategic vision, all of these will have a direct impact on what Hadi Trust will plan to do going forward for our shared print program. [Heather Weltin] 08:44:54 And to help us frame this work, we've started to work on a shared print collection policy and strategy. [Heather Weltin] 08:45:01 While it will be formed by the soon to be Hanni Trust Collection Strategy overall. [Heather Weltin] 08:45:07 This document outlines how just our shared print program is a service of Hadi Trust in support of Hadi Trust collection strategy and enabling the local [Heather Weltin] 08:45:20 collection needs of our members. Sorry. [Heather Weltin] 08:45:24 So moving forward. [Heather Weltin] 08:45:26 Our shared print program will continue to be centered on securing a commitment on at least one print copy of all items in the digital library. [Heather Weltin] 08:45:35 It will be focused on helping increase access and the use of our collective collection. [Heather Weltin] 08:45:40 Expanding and diversifying our shared print commitments. [Heather Weltin] 08:45:44 And investing in enabling infrastructure to support and participate in the global collective collection. [Heather Weltin] 08:45:52 The strategy outlines ways we'll do this, which includes prioritizing areas of strategic focus of our strategy. [Heather Weltin] 08:46:00 Unique content at member institutions to ensure future access and preservations. [Heather Weltin] 08:46:06 Member-driven local collection management needs, collaborative opportunities across the shared print landscape. [Heather Weltin] 08:46:13 Areas that expand and diversify our overall shared print commitments. [Heather Weltin] 08:46:18 And the ability to improve other Hottie Trust services like our ETAS service, our Leica, our MQIP. [Heather Weltin] 08:46:26 We are also at the point at Hattie Trust where we can't do any of this alone. And collaboration will help us move to a more sustainable project. [Heather Weltin] 08:46:35 We want commitments that are focused on helping members reorganize, reimagine, and reinvigorate their stewardship of print collections. [Heather Weltin] 08:46:45 We want everything to be in support of the physical preservation of the digital content in the Hottie Trust Digital Library. [Heather Weltin] 08:46:54 We want commitments that are discoverable and usable for members and other stakeholders. [Heather Weltin] 08:47:00 We want commitments that are sustainable, and there are processes and procedures for varying levels of the commitment and management of those commitments. [Heather Weltin] 08:47:09 We want to allow members to make a commitment [Heather Weltin] 08:47:13 at their points of need or in workflows. So unique content when they're onboarding, ingesting, depositing new content, local connection management work. [Heather Weltin] 08:47:26 We also want commitments that are secured by agreements with other shared print programs. [Heather Weltin] 08:47:32 As long as suitable agreements for preservation and management are in place. [Heather Weltin] 08:47:37 You heard that right. That doesn't mean commitments need to be held at Hadi Trust. If we truly have that trust and agreements in place. [Heather Weltin] 08:47:47 These will be priorities for Hadi Trust. [Heather Weltin] 08:47:50 And each of these will require the eco mindset I mentioned earlier. [Heather Weltin] 08:47:56 We want to ensure that shared print is part of the collection lifecycle and that commitments are part of what our members do to manage their collections. [Heather Weltin] 08:48:08 We want to build partnerships and relationships with other programs and members to ensure commitments we make today are there tomorrow. [Heather Weltin] 08:48:17 And we want to build on unique capabilities developed internal to Hadi Trust for shared print to benefit the larger scholarly ecosystem. [Heather Weltin] 08:48:27 Collaboration and sustainability will be key for Hottie Trust to achieve everything we want to do. [Heather Weltin] 08:48:34 But they're also things that we can all do together as shared print programs. [Heather Weltin] 08:48:39 Next slide, Sarah. And I promise you while I'm wrapping up. [Heather Weltin] 08:48:44 So what does this all mean for all of us here today? [Heather Weltin] 08:48:47 The key in that question is collaboration, if you haven't heard that mentioned so much. [Heather Weltin] 08:48:53 Together, we need to stop building inflexible organization and communities with fixed networks that are internally focused and siloed from each other and the larger scholarly ecosystem. [Heather Weltin] 08:49:07 Today's shared print has been self-organized as an unsustainable network of programs [Heather Weltin] 08:49:14 Working in parallel towards a common goal. [Heather Weltin] 08:49:16 However, despite measurable progress. [Heather Weltin] 08:49:19 I'm saying that again, despite measurable progress. [Heather Weltin] 08:49:24 Which has been valuable to our community and is why all of you are here. [Heather Weltin] 08:49:30 We have not actually moved too far in securing the full and diverse corpus. [Heather Weltin] 08:49:35 Because above all, we lack intentional collection coordination. [Heather Weltin] 08:49:40 across our programs. [Heather Weltin] 08:49:41 And all of us together can change this. [Heather Weltin] 08:49:45 We need to take what we've done today [Heather Weltin] 08:49:48 And learn and begin to apply that internally and scale at ways that are particular for the purpose of shared print, not just for our organization, but for others. [Heather Weltin] 08:50:03 I really feel that this is our collective challenge now and that an ecosystem approach allows us to reorganize, reimagine, and reinvigorate our stewardship of our print collections. [Heather Weltin] 08:50:16 And this is really an exciting time in shared print. And hottie Trust in general. And I see the value of the work CCH has started in the community to move us more towards this type of collaboration. [Heather Weltin] 08:50:29 But overall, I'm excited that the new shared print partnership, along with CCH and shared print programs like East and others, can really start focusing on a vision for shared print that is redefining the role of shared print within the larger ecosystem. [Heather Weltin] 08:50:46 And with that, I will stop. And I think hopefully maybe we have some time for a little questions if folks have any. [Matthew Revitt] 08:50:57 Yes, Heather, we do have a question in the chat. Richard says, wonderful presentation. [Matthew Revitt] 08:51:02 You mentioned engaging and collaborating [Matthew Revitt] 08:51:04 with other shared print programs or print preservation programs [Matthew Revitt] 08:51:07 Would you be able to elaborate on this? [Matthew Revitt] 08:51:10 list of programs, timelines. [Matthew Revitt] 08:51:12 goals, et cetera. [Heather Weltin] 08:51:15 Unfortunately, I can't elaborate now because it is so early. [Heather Weltin] 08:51:20 But there have been a lot of talks in how do you trust partnering with West [Heather Weltin] 08:51:26 to actually develop perhaps a system that allows us to work together in new ways. [Heather Weltin] 08:51:32 And share data in new ways. And we're really just discussing what this means, what it would look like, and what the governance is. [Heather Weltin] 08:51:39 But those are truly the type of things Hottie Trust is looking for. Really, again, that [Heather Weltin] 08:51:46 to really make shared print matter, we have to work beyond our local collections and our local specific areas of interest in members. [Heather Weltin] 08:51:58 Especially if we want to have a global change. And so those are the types of things we're thinking about. Maybe there's an opportunity with East. We just don't know yet. [Matthew Revitt] 08:52:08 Thanks, Heather. Any other questions for Heather? [Sara Amato (EAST)] 08:52:19 Give folks a minute. [Sara Amato (EAST)] 08:52:26 And thanks, Heather. Give us a lot to think about. [Sara Amato (EAST)] 08:52:29 And I'm sure conversations will be ongoing. [Tina Baich (she/her), EAST] 08:52:33 Absolutely. [Tina Baich (she/her), EAST] 08:52:36 Thanks, Heather. [Heather Weltin] 08:52:37 Sure. Thank you all. And feel free to reach out with me at any time. As Tina said, although my title is changing, shared print is still under the scope of work. So I love shared print. I'm still going to be involved. [Richard Bleiler] 08:52:51 I have one last question. I apologize for the lateness of it. [Sara Amato (EAST)] 08:52:51 And I see Richard has his hand up. [Richard Bleiler] 08:52:56 Will your slides be shared with the East Group or made available to the rest of us? [Heather Weltin] 08:53:02 Yeah, absolutely. Sarah has them already and so can make them available. Yeah. [Richard Bleiler] 08:53:04 Oh, wonderful. [Richard Bleiler] 08:53:06 Thank you [Sara Amato (EAST)] 08:53:08 I should have said that the slides in the recording of this main room will be up hopefully later today on the East website. [Matthew Revitt] 08:53:15 And we do actually have another question that just come in from Liz. Have you always asked libraries to commit to materials they scan [Heather Weltin] 08:53:25 So, no. In fact, so out of our 200 plus members, not a lot of them actually ingest content, meaning they're the library that digitized the item. [Heather Weltin] 08:53:38 And our shared print program focuses on whoever may hold that title, not necessarily the library who digitized it. So the [Heather Weltin] 08:53:50 It's to share sort of the management of that collection and making digital corrections. [Heather Weltin] 08:53:56 as needed. And so Honey Trush started as a digital library and our shared print program became a service of that to address preservation and collection management needs, especially because we realized that if items are in full text. [Heather Weltin] 08:54:13 And members can access them online in the public domain, then maybe they should be making different collection decisions. [Liz Bodian] 08:54:25 Yeah, just to follow up, I think sometimes [Liz Bodian] 08:54:29 We have decided that if Hati holds it, we don't need to keep a physical copy and there's no [Liz Bodian] 08:54:36 I don't know that libraries have always [Liz Bodian] 08:54:40 said they would keep the physical copy because it was a digital copy. So I'm finding the shift [Liz Bodian] 08:54:45 sort of interesting. [Heather Weltin] 08:54:46 Well, and just to be clear, how do you trust members hold those items for shared print commitments? [Heather Weltin] 08:54:52 So we are working on making sure people have those items. [Heather Weltin] 08:54:58 digitized or have them in print if they are represented in our digital collection. [Matthew Revitt] 08:55:10 Another question, but I don't think this one is for [Matthew Revitt] 08:55:13 Heather is hardly just being offered as a paid service to East Member Libraries. [Matthew Revitt] 08:55:19 our library does not have harfi trust. [Matthew Revitt] 08:55:23 And I can say it's not been it's not being offered as a service to East members, no. [Matthew Revitt] 08:55:28 Unfortunately, this is something that [Matthew Revitt] 08:55:30 ACE members would have to cover the cost for outside of their East membership. [Heather Weltin] 08:55:36 I will say, though, that yes, Hadi Trust is a membership. [Heather Weltin] 08:55:42 organization, but items that are in the public domain [Heather Weltin] 08:55:46 are accessible by everyone. And we have that information discoverable in several [Heather Weltin] 08:55:56 indexes like Primo and things like that. And so libraries can make different decisions based on that or use our collections in different ways if they're in the public domain. [Heather Weltin] 08:56:07 If that helps at all. [Matthew Revitt] 08:56:11 Thanks, Ella. [Tina Baich (she/her), EAST] 08:56:12 Thanks. But I think it's time to pass to Scott to close us off. [Scott Warren, Syracuse Univ] 08:56:24 Just, wow, I want to say thank you first to Heather for [Scott Warren, Syracuse Univ] 08:56:30 an extremely [Scott Warren, Syracuse Univ] 08:56:31 Yeah, fascinating and and fascinating [Scott Warren, Syracuse Univ] 08:56:34 invigorating talk. I think [Scott Warren, Syracuse Univ] 08:56:37 you had had, I think East would be glad to take up the challenges that you presented to us. I saw Tina emphatically say yes at one point in the chat. [Scott Warren, Syracuse Univ] 08:56:49 So thank you for being here and joining us today. And I think the way we close today with Heather's [Scott Warren, Syracuse Univ] 08:56:57 big picture questions about the future, the future of print collections is shared [Scott Warren, Syracuse Univ] 08:57:04 that it takes mutual understanding and trust, that sustainability at the ecosystem level [Scott Warren, Syracuse Univ] 08:57:09 is required and we haven't fully gotten there yet. [Scott Warren, Syracuse Univ] 08:57:12 really harkens back to what we heard at the very beginning of our meeting today when we heard from Tina [Scott Warren, Syracuse Univ] 08:57:18 When she outlined the need that our current strategic plan is coming to an end in 2025, [Scott Warren, Syracuse Univ] 08:57:25 we'll begin looking at some big theme items again around enhancing [Scott Warren, Syracuse Univ] 08:57:30 Sharing, membership structures. [Scott Warren, Syracuse Univ] 08:57:34 refining commitments, reducing barriers to participation, all of those things I think align with with what Heather said. So we were bookended at the beginning and end with some [Scott Warren, Syracuse Univ] 08:57:45 some really big sort of existential [Scott Warren, Syracuse Univ] 08:57:49 questions and definitional [Scott Warren, Syracuse Univ] 08:57:52 directions that we could take as a shared print program and as part of an even larger shared print community [Scott Warren, Syracuse Univ] 08:57:59 But in between, we heard a variety of really engaging [Scott Warren, Syracuse Univ] 08:58:03 Lightning talks, and then we had discussion um [Scott Warren, Syracuse Univ] 08:58:07 two rounds of breakout discussion that allowed us [Scott Warren, Syracuse Univ] 08:58:11 collectively to grapple with issues at different levels that we're here, we saw in the lightning talks how some of our colleagues [Scott Warren, Syracuse Univ] 08:58:20 are approaching and making use of their participation in yeast and the value it brings to them. And then we saw [Scott Warren, Syracuse Univ] 08:58:27 in the light in the breakout sessions, sorry. [Scott Warren, Syracuse Univ] 08:58:30 some of the challenges that we're actually all collectively facing and ways that we might be able to solve them. [Scott Warren, Syracuse Univ] 08:58:36 Thank you everyone for joining us here today. I think the attendance got up into the 90s at one point. [Scott Warren, Syracuse Univ] 08:58:43 Thank you for taking part in the breakouts. [Scott Warren, Syracuse Univ] 08:58:46 Thank you for participating and sharing your experiences around participation in the east and ideas for how we can improve [Scott Warren, Syracuse Univ] 08:58:56 as a member-driven organization that delivers the most value possible to you. [Scott Warren, Syracuse Univ] 08:59:02 our members. I want to thank all of our speakers [Scott Warren, Syracuse Univ] 08:59:06 Again, and thank you again to the [Scott Warren, Syracuse Univ] 08:59:10 working group that put this meeting together. It was a really, really rich ensemble. [Scott Warren, Syracuse Univ] 08:59:15 today, and I think bodes well for our collective future. [Scott Warren, Syracuse Univ] 08:59:19 And I hope everyone has a good day. [Scott Warren, Syracuse Univ] 08:59:24 Oh, and my final thought, sorry, it's right up on the slide. [Scott Warren, Syracuse Univ] 08:59:27 There is a water cooler event tomorrow. So if you want to chat in a more informal manner, get together, sort of debrief. [Scott Warren, Syracuse Univ] 08:59:37 think things over tonight. How did some of this [Scott Warren, Syracuse Univ] 08:59:41 sit with you, come together again tomorrow at 10 a.m. And we can continue to hash out some of these important themes. [Scott Warren, Syracuse Univ] 08:59:49 Thank you, everyone. [Tina Baich (she/her), EAST] 08:59:57 Thanks, Scott. And we're ending right on time. Thanks, everyone, for being here.