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.