Strategic Planning, Major Initiatives Collections & Digital Services

Strategic Planning, Major Initiatives Collections & Digital Services 2020-2023 Division of Ray Uzwyshyn, Director Collections and Digital Services 2020-2023 Misty Hopper, Head of Cataloging & Metadata Services Todd Peters, Head of Digital & Web Services Ginger Williams, Head of Acquisitions Colle ction s& Digit al Cont ent

CDS Planning Process Strategic Initiatives 2020-2023 October 20, Joan asks Directors to begin thinking about Strategic Planning October 25, First CDS Strategic Planning Meeting, 5-7 major strategic Initiatives/dept. for the next 2-3 years using previous strategic plan categories as rubric. October 25-November 6, Department heads meet with staff to develop initiatives, meet with Ray November 6 Strategic Planning First Drafts Meeting, Dept Heads present first drafts, Discussion for comments/changes November 18, Ray presents draft Initiatives to AVP & UL Joan Heath for review edits/comments November 19-December 1st, Final Edits Changes and Presentation Prep

Major Strategic Initiatives (2020-2023) Division of Collections and Digital Services 16 Major Initiatives Total CDS Strategic Initiatives Project Durations 2020-2023 Vary from 1-5 years, Most Projects 2 year timeline Strategic Themes Represented (Plan) Strategic Initiatives by Department Collections and Digital Content (9) Scholarship & Research (3) Library Spaces (2) Partnerships, Outreach and Engagement (1) Library Experience (1) Acquisitions (6 Initiatives) Digital and Web Services (4 Initiatives) Cataloging and Metadata Services (6 Initiatives) Collection s & Digital Range of Small, Medium, Large and X-Large Initiatives

Acquisitions Strategic Initiatives (6) Assessment of Inclusion and Diversity in Collections 20/23 Assessment of Subscription Packages 21/23 Collections Transfer to Round Rock Campus (RRC) 21 Collections Transfer to the Archival Research Center 21/22 Project for Texas Library Coalition United for Action 20/23, Implementation of Alternative Access Journal Content Infrastructure 20/21 Themes Collections and Digital Content (3) Library Spaces (1) Partnerships, Outreach and Engagement (1) Scholarship & Research (1)

Digital and Web Services Strategic Initiatives (4) Implementation of new digital repository infrastructure 20/21 Larger Data Storage Project 20/22, Marketing Infrastructure for the Digital Collections Repository and Data Repository 20/23 Increased Levels of Digitization for our Important Local Collections 20/23 Themes Collections and Digital Content (2) Scholarship and Research (2)

Cataloging and Metadata Services Strategic Initiatives (6) (Two Part) RFID Preparation/Implementation Project 20/22 Large Compact Shelving Clearance Project 20/25 Processing Schneider Music Library LP Collections 20/21 Large Merging E-Resources/Catalog Project 20/22, Innovative Linked Data/Wikidata Project 20/22 Themes Collections & Digital Content (4) Library Spaces (1) Library Experience (1)

Collections & Digital Content Acquisitions 2020-2023 Strategic Initiative: Assess subscription packages For budget sustainability and support for transforming scholarly publishing system. Use Unsub to model impact of unbundling Work with consortia to secure more favorable terms for university-affiliated authors, such as APC discounts and copyright retention Focus on 1-3 packages annually as multiyear contracts expire

Collections & Digital Content Acquisitions 2021-2023 Strategic Initiative: Assess Inclusion and Diversity in Collections Research how other libraries have assessed collection support for diversity and inclusiveness. Develop assessment plan. Implement plan for assessing collection. Develop plan to address any needed improvements, with budget implications. Begin implementation, with periodic reassessment.

Collections & Digital Content Acquisitions, Cataloging, and RRC FY2021 Strategic Initiative: Assess & Transfer Collections to RRC Identify and assess use of collection materials acquired for HIM and Radiation Therapy. Work with faculty to prioritize items to move. Identify any materials that support programs remaining in San Marcos and acquire duplicates if needed. Transfer items prior to the departments relocating for Fall 2021.

Library Spaces Acquisitions FY2021-22 Strategic Initiative: Review general collection for weeding/transfer to ARC Revise weeding process for general collection Update to a weed/transfer process Goal is to review portions of the collection annually and designate items for weeding or transfer to ARC to maintain attractive spaces Draft procedures and implement on small scale in FY21, revise as needed, implement as routine activity in FY22.

Partnerships, Outreach & Engagement Acquisitions 2020-23 Strategic Initiative: Work with Texas Library Coalition United for Action (TLCUA) Negotiate for improved access to scholarship, greater control over faculty content, and sustainable pricing models. FY2021: Focus on Elsevier Science Direct negotiation. Future years depend on Steering Committee priorities.

Scholarship & Research Ginger Williams, Paivi Rentz, Taskforce 2020-21 Strategic Initiative: Recommend alternative access to journal content Recommend alternative access methods to implement in the event subscription access is lost. Outline ways to assess user needs and effectiveness of strategies to ensure appropriate mix of methods going forward Create webpage for university community outlining alternative access methods to content lost Develop guidelines for any recommended new services/subscriptions

Strategic Initiative: Fedora-Based Repository Collections & Digital Content Digital & Web Services 2020-21 Implement a new repository using Islandora/Fedora or Samvera/Fedora for non-scholarship items currently located in the Dspace-based Digital Collections Repository.

Strategic Initiative: FedoraBased Repository Collections & Digital Content Current Environment Digital Collections Repository – 2 types of material Scholarship – Journal Articles, Electronic Thesis & Dissertations Archival Materials – University Archives, Wittliff Collections Digital & Web Services 2020-21 Powered by Dspace software Developed for scholarship, mainly PDF Limited ability to display exhibits with modern technologies Mixed content types create branding difficulties for scholarship repository Would like to change name to something like Scholarship Repository

Strategic Initiative: Fedora-Based Repository Collections & Digital Content Digital & Web Services 2020-21 Fedora-Based Repository Provide a platform that allows the creation of modern, responsive, mobile friendly, ADA compliant exhibits. Based on open-source software. Fedora – repository backend Islandora, Spotlight, Blacklight, Samvera front ends Islandora is built on Drupal Content Management Server

Strategic Initiative: Digitization of Important Local Collections Collections & Digital Content Digital & Web Services 2020-23 Significantly increase University Archives and Wittliff Collections objects in Digital Collections. Wittliff Collections: Continue with projects as identified by Digital Projects Oversight Group . University Archives: continue digitizing unlabeled negatives, thesis, San Marcos Daily Record negatives. Digitize and add 30,000 objects to the Digital Collections Repositories.

Example Completed Projects Pedagog Collections & Digital Content Digital & Web Services 2020-23

Example Completed Projects 12,552 photos on Flickr from Univ Archives and San Marcos Daily Record Collections & Digital Content Digital & Web Services 2020-23

Example Completed Projects Contributed 22 volumes to HathiTrust Digital Library Collections & Digital Content Digital & Web Services 2020-23

Example Completed Projects Cabeza de Vaca Collections & Digital Content Digital & Web Services 2020-23

Strategic Initiative: TDL Larger Attached Storage Project Scholarship & Research Digital & Web Services 2020-22 Work with Technology Resources and the Texas Digital Library to implement S3 compatible storage at Texas State University and integrate with the Texas Data Repository (TDR) for storage of data objects greater than 10GB in size.

Strategic Initiative: TDL Larger Attached Storage Project Scholarship & Research Digital & Web Services 2020-22 TDR is a Texas Digital Library initiative Shared repository Uses Dataverse software Limit of 10GB per dataset, Faculty need more Pilot project Allow data files to be uploaded to local University storage using Amazon’s S3 file storage protocol TXSTATE IT will need to install S3 compatible storage

Strategic Initiative: Promote the Digital Collections Repository and Texas Data Repository Scholarship & Research Digital & Web Services 2020-23 Assist faculty, staff, and students with deposits; and offer presentations and consultations in collaboration with the Scholarly Communication Team, RIO, and University Libraries Marketing including at least one presentation at the TXST Round Rock Campus per year.

Strategic Initiative: Clear 4th Floor Compact Shelving Library Spaces Cataloging & Metadata Services & RLS 2020-2025 Clear all materials shelved in the compact shelving to make room for future library renovations. Retro-catalog all uncataloged materials Relocate items to the ARC or Alkek stacks Weed items no longer needed for the collection A special thank you to all staff who have continually helped with this project since it began in FY2020.

Library Experience Project Managers: Misty Hopper Paivi Rentz 2020-2022 Strategic Initiative: RFID Alkek Library Collections What is RFID? RFID tags will program an item’s barcode and other information to each tagged library item. This programming will: Enhance and improve security Improve check-out/check-in services Implement a stacks inventory system RFID 2 Year Conversion Project: Small Projects: Alkek 1 equipment, 2nd floor items, 3rd floor collections Large Projects: 6th floor will be completed first. Then the 5th floor. CDS and RLS staff will manage and staff projects.

Strategic Initiative: RFID Alkek Library Collections Security Gates Library Experience Project Managers: Misty Hopper Paivi Rentz 2020-2022 What happens when an item which is not checked out goes through gate? Alert: we can program audible and/or visual warning Report: Gates will detect, identify, and report any item which is taken through the gate without being checked out.

Strategic Initiative: RFID Alkek Library Collections Circulation Services Library Experience Project Managers: Misty Hopper Paivi Rentz Stacks of items can be read at once when placed on RFID read pads, enabling improved patron services and self-checkout. Upon check-out/in, RFID label security signal is automatically turned off or on. (No more de-tuner labels) Self-checkout stations will be installed on multiple floors in Alkek. Due to the length of time it will take to convert the entire Alkek collections. There will be two phases for self-checkout scanning: Phase 1: Barcode scans 2020-2022 Patrons must scan individual barcodes Phase 2: RFID scans

Strategic Initiative: RFID Alkek Library Collections Stacks Inventory Library Experience Sierra shelf-lists are uploaded to the inventory wand When scanning the shelves, wand reports information such as: Project Managers: Misty Hopper Paivi Rentz 2020-2022 Out of call number order Missing items Non-available status items (such as claimed returned) Identify other problems (wrong collection, etc.)

Strategic Initiative: RFID Preparation Project Collections & Digital Content Cataloging & Metadata Services 2020-2021 Remove Identified Items on Alkek 5 & 6 to reduce how many RFID items need retroconversion. Before tagging floors 5 and 6, Cataloging staff will remove up to 19,000 items. Project Includes: Relocate remaining serials to ARC Relocate ‘ready for ARC’ monographs Weed identified items after approval from Collection Development

Collections & Digital Content Strategic Initiative: Process Schneider Music Library Collections Two Projects are in process to significantly aid music research needs and enhance the Schneider Music Library Collection. LP-Vinyl Donation: Catalog and process faculty John C. Schmidt’s donation of over 200 American contemporary classic LPs. Items will be cataloged and stored at the ARC. Cataloging & Metadata Services 2020-2021 Recent Researches in Music Project: Large collection relocating to the ARC which will increase space in the Schneider Music Library and improve collection access. Cataloging will provide: Record enrichment to fully document all research content. Enhance records on Worldcat to improve access to research content worldwide.

Strategic Initiative: Merge E-Resources Expanded Project Collections & Digital Content Cataloging & Metadata Services 2020-2022 Previous completed project merged e-resource records received through OCLC Collect Manager. Cataloging is working to merge vendor records, individual catalog records, and Collection Manager records in order to complete the goal to: Create a single entry point for each title Regardless of where the record was retrieved from Update records to current metadata standards

Collections & Digital Content Cataloging & Metadata Services, University Archives, Digital & Web Services 2020-2022 Strategic Initiative: PCC Wikidata Project-Linked Data Initiative Work with the PCC (Program for Cooperative Cataloging) to add Wikidata information improving search engine ranking and increase visibility for Texas State University faculty, archival resources and Digital Collections. Add data or create Wikidata records for Texas State University faculty Link NACO authority records to Wikidata-creating a linked data structure for identification management Add Archives at links to donor archives and finding aids Add Wikidata information and links for Digital Collections objects and content

Strategic Initiative: PCC Wikidata Project-Linked Data Initiative Wikidata Portal

Questions 2020-21