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New Archive Holder Orientation Bronze titles

This document outlines the roles and responsibilities of the Archive Holders in the WEST (Western Regional Storage Trust) program, including policies, procedures, and access guidelines.

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New Archive Holder Orientation Bronze titles

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  1. New Archive Holder OrientationBronze titles Webinars, Spring 2015

  2. Contents I. Archive Holder Roles and Responsibilities II. Annual Archive Cycle • Policies and Procedures • JRNL participation V. Community Listserv (Archivers-l)

  3. New Archive Holders32 Archive Holders, up from 17 in Cycle 3 Blue= Archive Holders Red= Archive Builders Total Archive Holders = 32 Total Archive Builders = 6

  4. Archive Holder Roles and Responsibilities • Retain print backfiles for agreed upon preservation horizon • Disclose holdings (re-disclose when necessary) • Provide access to WEST backfiles • Prepare progress reports • Receive gifts from libraries to fill gaps • Respond to WEST member inquiries about the archives • Communicate, coordinate and participate • Provide a single point of contact for project management Document on website: WEST Archive Holder Builder Roles Responsibilities [DOC]

  5. WEST Agreement Documents • Archive Holder role is formalized in an Amendment to the member agreement (one-time) • Exhibits record title lists and are appended to the member agreement (annually) • Termination of an Archive Holder is governed by WEST Program Statement (MOU) • Retention period survives termination • WEST Executive evaluates continued need • Arrangements to move holdings to another Holder Document on website: WEST Program Statement (MOU) [PDF]

  6. Archiving Cycle (18 months) September to May April to June Archive Holders only June to August August to April (of the following year)

  7. Bronze titles • Bronze titles are electronically available, digitally preserved titles, including JSTOR, Portico, CLOCKSS titles (WEST title categories 1, 2 & 6) • WEST Collections Model • WEST selection criteria, title categories and archive types

  8. Questions?

  9. Policies and Procedures • WEST Disclosure Guidelines • WEST Access Guidelines • Statistics Document on website: WEST Disclosure Policy [PDF] WEST Access Guidelines [PDF] WEST Archiving Statistics Template [XLSX] WEST Deselection Statistics Template [XLSX] WEST Lending Statistics Template [XLSX] Document on wiki: WEST OCLC Shared Print Symbols Detailed Lending Guidelines Detailed Borrowing Guidelines WEST Group Access Capability (GAC)

  10. WEST Disclosure Policy • WEST Disclosure Guidelines • Disclosure supports collection analysis, discovery and resource sharing • Records submitted to OCLC and the Print Archives Preservation Registry (PAPR) • Consistent with the OCLC Shared Print Metadata Guidelines • Key Features • Separate shared print symbol (XXXSP) (corresponds to location) • Local Holdings Records (LHRs) • 561 custodial history • 583 preservation action notes (3 possible notes, only one note “committed to retain” required for Bronze)

  11. WEST Access Policy • WEST Access Guidelines • Basic assumptions about the WEST archives • Terms of access and delivery • Statistics to track • Key Features • WEST Archive Holders agree to lend WEST materials to WEST member libraries (and may also lend WEST materials to non-WEST libraries). • The WEST lending library may use its own local lending policies to administer WEST loans, including loan period, fees (if any), and restrictions on number of items lent. • Scans/photocopies preferred, physical volumes for in-library use only. • Archive Holders may lend Bronze volumes to their own patrons for use outside the library.

  12. WEST Lending • WEST Archive Holders have “shared print” OCLC symbols to identify their WEST holdings (and any others). • There is an OCLC Group Access Capability (GAC) for WEST, a grouping of all WEST member libraries’ OCLC symbols. • All WEST members are able to view each other's bibliographic, local holdings and summary holdings records through FirstSearch using the GAC, and the group (GAC) may be used to control lending through the Policies Directory.

  13. Implementing WEST Lending • Define entries in the OCLC Policies Directory for the shared print symbol • Update supplier status to indicate “supplier” (Check “OCLC Supplier”). • For “Copy” policy, enter policies related to delivery of physical or digital copies. • For “Loan” policy: • If you provide loans of these volumes in general, enter your usual loan policies. • If you will loan WEST volumes only to WEST members (by library policy), create a deflection rule for Loans with a “deflection exception” to include the WEST GAC (i.e. deflect all loan requests made to the shared print symbol except those coming from a WEST GAC member).

  14. Implementing WEST Borrowing • Add “WEST” to your Affiliation list in OCLC Constant Data, so WEST will automatically display on borrowing requests • If you maintain Custom Holdings groups (such as “Free Loans”), add any appropriate WEST shared print symbols to those lists • WEST materials designated by symbols with non-supplier status may lend under their original symbol only. Check the Policies Directory. • For ILLIAD, add WEST symbols to the Address Book. Create a WEST group, and “tag” WEST libraries’ address book entries to mark them as part of this group.

  15. JRNL participation • Journal Retention and Needs Listing (JRNL), facilitates “Needs and Offers” • WEST Implementation planned for Summer 2015 • Bronze Archive Holders are not required to actively fill gaps but are expected to receive gaps when offered • Archive Holders will be able to expose archived holdings in JRNL to facilitate “Needs and Offers”; Holders will be able to download formatted archived title reports from AGUA for import into JRNL • JRNL facilitates offers/communications • Allows Holders to access a larger community of potential “offerers”

  16. Questions?

  17. What do I need to do now? • Set up your OCLC Shared Print Symbol with OCLC • Set up your lending and borrowing • Prepare disclosure records for submission to OCLC and PAPR for Archive Cycle 4 (due April-May 2015) • Report archiving and other statistics (due summer 2015) • Sign up for archivers-l email list and wiki access

  18. Connect with other Archive Holders • Archivers-l listserv (multiple individuals at an archiving institution can join – sign up here). • WEST wiki (contact Danielle to set up accounts for your institution) • WESTinfo blog (Archiver profiles! Interest pieces! Cycle specific news! Etc.) • New website FAQ forthcoming

  19. Questions? • Ask Archivers-l • Danielle Westbrook (danielle.westbrook@ucop.edu)

  20. Thank you!

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