CCLP Project Charter
Collaborative Collections Lifecycle Platform
May 25th 2020
Boaz Nadav-Manes
Collaborative Collections Lifecycle Platform Project Charter
Mission Statement:
The partners goal is to create a community based, open, networked infrastructure that
maximizes the management of the dynamic collections that underpins the research enterprise of
university libraries. Consortia and individual libraries as well as industry and standards partners
are working toward fulfilling a vision of coordinated collection development and management
activities that treats the partners collections as one great collection that supports the teaching,
research, and public missions of the respective institutions as well as the global scholarly
community.
Following the spirit of innovation, and not-for-profit collaboration and guided by self-organizing
principles of trust and ground-up cooperation between cross-institutional experts, the group’s
aims to collaboratively create an infrastructure in which decision makers will be able to
collaborate, coordinate, and make data-informed decisions to increase overall efficiencies and
expand the scope of our limited resources and to maximize the benefit for our users. Such
infrastructure should benefit both collaborative collection development across the institutions
while making it efficient for individual selectors, collection managers, and collection support
functions to more effectively manage scarce resources: more intentional and strategic local
selection, enabling weeding, empowering participation in shared print initiatives, increasing
open access, etc.
Strategic Objectives
With the creation of a Collaborative Collection Lifecycle Platform we aim to achieve these main
strategic objectives (list to be developed further):
❖ Treat the consortia and individual collections as one big collection - treat local collection
development and management expertise as serving this one great collection.
❖ Increase diversity and representation of research collections by reinvesting resources
and expertise in global areas of social and cultural misrepresentation and priority.
Partner with trusted partners to increase availability of scarce research primary
resources. Preserve and maintain these resources in perpetuity and enable further
enhanced sharing of these via various resource sharing initiatives.
❖ Integrate Network Communication: the platform will enable decision makers to interact
across institutions with each other (and with contributing vendors) regarding the value of
the items reviewed, ranking, and sharing title level comments. The platform will be
designed to support community-based automation to enable decision makers to work at
scale.
❖ Maximize Interoperability: the platform is designed from its conception to interoperate via
standard documented APIs with: material vendor databases, ILSs, and with other
databases (such as OCLC and GoldRush, and HathiTurst). It will maximize transparent
data exchanges protocols with development such as the BorrowDirect Index, Shared
Collections Service Bus, Project ReShare, CC-Plus, etc.
❖ Increase overall accountability, process, and cost awareness by registering a multitude
of collection-related decisions and their origins in one shared database. And expose and
register hidden unaccounted for local decisions and processing activities across
institutions.
Platform specs (list to be developed further):
❖ Enable Vendor Neutral Discovery: the platform will offer one unified platform for decision
makers to discover new title slips provided by domestic and international vendors and
suppliers as well as open access providers and utilization of non-vendor data sources
(such as LC, national libraries, Open Access databases, others) to enrich balanced and
rich local and network collection building.
❖ Inform local and network level decisions: the platform will identify whether an item is held
or ordered by a partner library and will expose relevant circulation and resources sharing
activities, as well as preservation status (such as Hathi, LOCKSS, etc). A deeper use of
analytics, especially evaluating the success of approval profiles, firm orders, MOUs over
time is desired to ensure return on investment.
❖ Offer a single, flexible, intuitive interface for decision makers to analyze, view, and make
decisions about offerings of multiple vendors and identify which offerings were sent or
due to be sent automatically (via multiple plans) and which offerings require purchasing
decisions. The platform will also support searching for known items according to
standard identifiers (ISBN, ISSN, UPC) and enable collection management decisions at
scale.
❖ Contextualize and register all local decisions such as firm orders, approvals,
collaborative MOUs, deaccessioning, digitization, and annexation projects, within a datainformed
and network-first context.
The Collaborative Collection Lifecycle Platform will be built according to these governing
principles:
o Community Driven - empowers end users to efficiently collaborate and coordinate with
librarians
o Open source and interoperable
o Flexible and modular
o Ensures financial and users data privacy
o Encourages new and innovative business partnerships
o Inform decisions with use of analytics and recommendations, especially evaluating across
large research collections.
Governance:
The Collection Lifecycle Community will operate as an open community – encouraging wide and
diverse participation by libraries, consortia, vendors, and service providers and others aligned
with the purpose and mission of the community.
Steering Committee (possible structure):
The Community establishes a Steering Committee that has overall responsibility for the the
project. The Steering Committee provides comprehensive oversight for the Community and is
responsible for setting the strategic roadmap, arbitrates resource allocation and commitment,
and manages risk and funding for the Community efforts. Members of the Steering Committee
represent their organization, but fundamentally act in the interest of the Community. The
Steering Committee charges additional operational groups and will populate those groups with
relevant subject matter experts.