UK Research Reserve The Way Ahead

UK Research Reserve: The Way Ahead. . . Frances Boyle UKRR Manager UKSG Conference 30 th March - 1 st April

What I’ll be covering. . What is it? n Why it is? n The story so far n Phase 2 - Current activity n Future plans n Over to you. . . n UKSG Conference 30 th March - 1 st April

UKRR is… A collaborative, coordinated and sustainable approach to long-term retention, storage and access to low use print research journals. UKSG Conference 30 th March - 1 st April

Why it is - 1 Timing was right n Responds to some key drivers: n space pressures ¨ funding for additional space – low priority ¨ move to centralise libraries ¨ online archives – sustainable access ¨ inclusive of many key stakeholders ¨ joined up approach ¨ UKSG Conference 30 th March - 1 st April

Why it is? - 2 n Need to: ¨ co-ordinate de-selection of low-use print journals ¨ provides trusted storage ¨ offer a joined-up approach ¨ deliver services which evolve with the user base ¨ releases space to support the research & learning communities UKSG Conference 30 th March - 1 st April

Why it is? - 3 n UKRR delivers: Quick and easy access to research material ¨ Coordinated retention of print journals ¨ Collaborative storage of print journals ¨ Release of space for other initiatives ¨ Economic advantages ¨ UKSG Conference 30 th March - 1 st April

Story So Far - 1 Phase 1 pilot – 1/07 – 08/08 n Funded by HEFCE c£ 700 k n n Partners ¨ ¨ ¨ British Library Birmingham Cardiff Exeter (joined later) Liverpool Imperial College London Newcastle (joined later) ¨ Southampton ¨ St Andrews ¨ UKSG Conference 30 th March - 1 st April

Story So Far - 2 n Methodology: ¨ Libraries prepare list of journals ¨ Identification of material ¨ British Library processing: Automated matching against holdings already in UKRR collection at the BL n Holdings checks at the BL n c. 2% of HE selections requested by BL to fill gaps n UKSG Conference 30 th March - 1 st April

Story So Far - 3 n Methodology: ¨ Global holdings checks in the HE sector/ scarcity ¨ Retentions of items required by UKRR n minimum of 3 copies in system ¨ Catalogue changes ¨ Disposal UKSG Conference 30 th March - 1 st April

Story So Far - 3 n Imperial College: a case study ¨ De-duplication completed ¨ Removed 3, 000 m of journals ¨ Reused space for new student centric learning facilities n 39 new student study spaces UKSG Conference 30 th March - 1 st April

Stacks at IC Central Library Newly refurbished group study area UKSG Conference 30 th March - 1 st April

Story So Far - 4 n Southampton: a case study ¨ De-duplication completed ¨ Removed 1, 400 m of journals ¨ Reused space for more study desks UKSG Conference 30 th March - 1 st April

Empty shelves at Hartley Library, Southampton New study spaces at Hartley Library, Southampton

Story So Far - 5 n Key achievements of the pilot phase: ¨ Over 11, 000 metres of shelf space released ¨ More than 8, 000 titles held in the RR ¨ BL collections strengthened ¨ Established a good working relationship between HE & BL ¨ Space released is being fully exploited ¨ Proof of concept UKSG Conference 30 th March - 1 st April

Lessons learnt -1 n Phase 1 challenges: ¨ Cross sector workings ¨ Advocacy with academics is crucial and unpredictable n local advocacy at the micro and macro level n ¨ Time intensive ¨ Data challenges - consistency, quality, timeliness UKSG Conference 30 th March - 1 st April

Lessons learnt -2 n Phase 1 challenges (con’t): ¨ Scheduling n Staffing n Library calendar ¨ Logistics: n Transportation n Disposal ¨ Different approaches to journal selection UKSG Conference 30 th March - 1 st April

UKRR Phase Two - 1 n How different from Phase 1? ¨ Key aims remain: n Storage n Access n Collaborative collection management ¨ Key partners remain ¨ Scale -100 km shelf space to be released ¨ Impact - cascade across the sector ¨ Funding available ¨ Sustainability: sector cultural shift UKSG Conference 30 th March - 1 st April

UKRR Phase Two - 2 n Management & governance: ¨ HEFCE awarded £ 9. 8 m ¨ Advisory Board representing key constituents e. g. HEFCE, BL, HE, RIN, SCONUL etc ¨ Programme led by Imperial College London ¨ SLAs between the main partners UKSG Conference 30 th March - 1 st April

UKRR Phase Two - 3 n Business model underpins core aims ¨ Storage: UKRR Subscription n Subscription to join UKRR n Annual storage cost = £ 1. 3 m (BL 80% HE 20%) ¨ CCM: De-duplication n £ 5. 6 m for journal de-duplication across the 5 yrs n £ 26. 16 per linear metre n Target 100, 000 metres over 5 years ¨ Access: document supply via BL UKSG Conference 30 th March - 1 st April

UKRR Phase Two - 5 UKRR members have access to de-duplication funds. Subscription funds are based on JISC bands JISC Band Annual Subscription Fees (£) A-C 10, 000 D-F 7, 500 G-J 5, 000 UKSG Conference 30 th March - 1 st April

UKRR Phase Two - 6 n Member benefits: ¨ Access to funds for de-duplication process ¨ Advocacy – positive story ¨ Planning process ¨ Part of co-ordinated national initiative UKSG Conference 30 th March - 1 st April

Current activity - 1 Phase Two was officially launched in February n Currently at the planning stage n Expression of Interest forms available on the web site n Announcing invitation to join in the early summer n UKSG Conference 30 th March - 1 st April

Current activity - 2 Building on the toolkits and support material from the pilot phase n Advocacy n Close collaboration with BL re nuts & bolts n Talking to other players e. g. MIMAS, SUNCAT n UKSG Conference 30 th March - 1 st April

Website – www. ukrr. ac. uk § 107 unique visitors § 595 pageviews §Joining page is second most popular after home page

UKRR Ready – 1 n If you’re considering joining then: ¨ Refer to the support material when available ¨ Take account of local library and UKRR deadlines ¨ UKRR as part of collection management ¨ Obtain academic and institutional support ¨ Demonstrate how the released space will be used ¨ Identify a local UKRR contact

UKRR Ready - 2 n Consider: ¨ List profile: n more efficient long runs - easy wins n don’t ignore the short runs - unearthed some gems ¨ ISSNs n Impacts on processing time ¨ Review e holdings n may help inform selection n consider low use journals regardless of format

UKRR Phase Two n Challenges – include: ¨ People: logistics n organisational change – ‘JIT v ‘JIC’, size matters. . . n ownership - access continuum n x sectoral relations e. g. libraryland, funders, partners, faculty etc. n UKSG Conference 30 th March - 1 st April

UKRR Phase Two n Challenges – include: ¨ Data: quality n retrievability n accessibility n timeliness n workflows – robust & sustainable n trust – need to support decisions n UKSG Conference 30 th March - 1 st April

UKRR Phase Two n Challenges – include: ¨ Money: value for money - big picture n cost benefit – opportunity costs n from funded project – sustainable service n UKSG Conference 30 th March - 1 st April

UKRR: Long term future By 2014 UKRR - sustainable n A positive partnership in action. . n What next? n ¨ Other sectors e. g. Learned societies. . ¨ Monographs. . ¨ Grey literature. . UKSG Conference 30 th March - 1 st April

Questions? Over to you… UKSG Conference 30 th March - 1 st April

Lewin Force Field Exercise

Frances Boyle UKRR Manager ukrr@ukrr. ac. uk www. ukrr. ac. uk UKSG Conference 30 th March - 1 st April