StraTegic PLANS

CDL, CRL & HT Collaboration Strategic Plan - 2024

Vision

The future of print collections is shared. Embedding shared print within the lifecycle of library collections promotes equity of access, enriches the scholarly record and increases opportunities for research and teaching. A well-developed collaborative and interoperable infrastructure ensures we will realize the full potential of our networks and their collective collections. 

Mission

The California Digital Library, the Center for Research Libraries, and HathiTrust are committed to shared print’s integration into the scholarly ecosystem by developing shared, interoperable infrastructure. We see this collaboration as an opportunity to shift the shared print paradigm so that the work is not tangential to the traditional collection, but fully integrated into the life-cycle of collections (from acquisitions to discovery and resource-sharing). The work we are facilitating will be guided by our principles and centered on our assumptions.

Objectives for 2024

Objective 1: Develop a vision for shared print

Key Results:

• Finalize a vision for shared print focused on a sustainable ecosystem-based model 

• Facilitate meaningful connection across stakeholders of the scholarly ecosystem, in order to expand the community engaged in advancing the vision of shared print  

• Build awareness of the vision internally within our organizations and stakeholders 

Objective 2: Redefine CCH purpose 

Key Results:

• Through the lens of our visioning and sustainability work, revisit the vision and mission of our collaboration

• Define our community and research their current needs 

• Reflect on our current principles and assumptions to ensure they align with our new identity

• Opportunistically apply the ecosystem approach across our organizations 

Objective 3: Advance community understanding of sustainability for shared print 

Key Results:

• Foster broader community conversations around sustainability and shared print 

• Expand CCH understanding around the nuances of ownership of collections

Objective 1: Reinforce and expand community engagement to embed shared print in the lifecycle of collections

Objective 2: Improve the technology solutions that support embedding shared print in the lifecycle of collections

Objective 3: Support the community in understanding sustainable models for shared print

Accomplishments

As we undertook work to meet our 2023 objectives, several observations and experiences across the shared print landscape influenced a reevaluation of our focus to prioritize work on sustainability. As a result, we shifted our approach from our original key results to advancing our objectives through coordination and collaboration with others. Although not comprehensive, in 2023 we: 

• Participated in Partnership/Rosemont merger discussions to advance considerations around ongoing development and sustainability of shared print 

• Led or participated in task forces aimed at improving and rationalizing technological tools available to support work across the lifecycle of collections

• Drafted two blog posts addressing challenges and opportunities of sustainability within shared print which we hope to publish early this year

CDL, CRL & HT Collaboration Strategic Plan - 2023

Vision

The future of print collections is shared. Embedding shared print within the lifecycle of library collections promotes equity of access, enriches the scholarly record and increases opportunities for research and teaching. A well-developed collaborative and interoperable infrastructure ensures we will realize the full potential of our networks and their collective collections. 

Mission

The California Digital Library, the Center for Research Libraries, and HathiTrust are committed to shared print’s integration into the scholarly ecosystem by developing shared, interoperable infrastructure. We see this collaboration as an opportunity to shift the shared print paradigm so that the work is not tangential to the traditional collection, but fully integrated into the life-cycle of collections (from acquisitions to discovery and resource-sharing). The work we are facilitating will be guided by our principles and centered on our assumptions. 

Objectives for 2023

Objective 1: Reinforce and expand community engagement in the effort to embed shared print in the lifecycle of collections.

Key Results:

• Facilitate meaningful connection across communities working to embed shared print in the lifecycle of collections   

• Facilitate the effective use of the CCH Trello board 

• Expand the community engaged in advancing the vision of embedding shared print in the lifecycle of collections 

Objective 2: Improve the technology solutions that support embedding shared print in the lifecycle of collections.

Key Results:

• Participate in collaborative work on an open retention data solution 

• Foster the development of new models to sustain technology collaborative solutions   

Objective 3: Support the community in understanding sustainable models for shared print  

Key Results:

• Expand our understanding of sustainability and how it can be effectively applied in shared print collaborations 

• Foster broader community conversations around sustainability and shared print 

Accomplishments

2022 Objective 1: Reinforce and expand community engagement in the effort to embed shared print in the lifecycle of collections

• Hosted regular group discussions with participants from the 2021 Summit who made Expressions of Action to embed shared print in the collections lifecycle

• Hosted three public webinars to update the wider community on the Summit and the Expressions of Actions outcomes

• Facilitated synergies across the shared print communities by building on a framework of collaborative relationships with the Rosemont Alliance, the Partnership for Shared Book Collections, library collaborations, and library and technology service providers

2022 Objective 2: Improve the technology solutions that support embedding shared print in the lifecycle of collections

• Launched the Shared Print in the Collections Lifecycle Trello Board for the community to track the myriad use cases and projects underway to embed shared print across the collections lifecycle 

• Outlined opportunities, surfaced through completing work on CCH’s expressions of action, to partner on technical improvements to the collection comparison tool or other tools 

2022 Objective 3: Define a metric to measure the success of CCH key results

• Researched how to define the metric; dedicated time to reflection and assessment on tasks with an eye to defining a full metric in 2023

CDL, CRL & HT Collaboration Strategic Plan - 2022

Vision

The future of print collections is shared. Embedding shared print within the lifecycle of library collections promotes equity of access, enriches the scholarly record and increases opportunities for research and teaching. A well-developed collaborative and interoperable infrastructure ensures we will realize the full potential of our networks and their collective collections. 

Mission

The California Digital Library, the Center for Research Libraries, and HathiTrust are committed to shared print’s integration into the scholarly ecosystem by developing shared, interoperable infrastructure. We see this collaboration as an opportunity to shift the shared print paradigm so that the work is not tangential to the traditional collection, but fully integrated into the life-cycle of collections (from acquisitions to discovery and resource-sharing). The work we are facilitating will be guided by our principles and centered on our assumptions. 

Objectives for 2022

Objective 1: Reinforce and expand community engagement in the effort to embed shared print in the lifecycle of collections.

Key Results:

• Amplify summit discussions about the value of collaboration, pathways to sustainability and the lens of DEI to facilitate embedding shared print in the collections lifecycle  

• Facilitate summit commitments to action

• Compile, prioritize, and publicly post work in progress and gaps in effort across the collections lifecycle

Objective 2: Improve the technology solutions that support embedding shared print in the lifecycle of collections.

Key Results:

• Surface opportunities, through completing work on CCH expressions of action, to partner on tightly-scoped technical improvements to the collection comparison tool or other tools  

Objective 3: Define a metric to measure the success of CCH key results. 

Key Results:

• Establish a metric of success to use across all of our projects and goals

Accomplishments

• Launched the Collection Comparison Tool (now in maintenance mode)

• Held focus groups with library expert practitioners to inform the vision of embedding shared print across various domains of the collections lifecycle 

• Hosted public webinars to engage a wider community on the vision for embedding shared print in the collections lifecycle

• Hosted a summit bringing together the shared print community, library functional experts, and service providers to create an action plan to embed shared print in the collections lifecycle

• Continued to build on a framework of collaborative relationships with the Rosemont Alliance and Partnership for Shared Book Collections, as well as exploring synergy with other library collaborations (i.e. ReShare, POD)

CDL, CRL & HT Collaboration Strategic Plan - 2021

Vision

The future of print collections is shared. Embedding shared print within the lifecycle of library collections promotes equity of access, enriches the scholarly record and increases opportunities for research and teaching. A well-developed collaborative and interoperable infrastructure ensures we will realize the full potential of our networks and their collective collections. 

Mission

The California Digital Library, the Center for Research Libraries, and HathiTrust are committed to shared print’s integration into the scholarly ecosystem by developing shared, interoperable infrastructure. We see this collaboration as an opportunity to shift the shared print paradigm so that the work is not tangential to the traditional collection, but fully integrated into the life-cycle of collections (from acquisitions to discovery and resource-sharing). The work we are facilitating will be guided by our principles and centered on our assumptions. 

Objectives for 2021

Objective 1: Increase community engagement in the effort to embed shared print in the lifecycle of collections.

Key Results:

• Increase knowledge about embedding shared print in lifecycle of collections

• Create engagement structure with an emphasis on participant diversity

• Initiate vendor participation to explore solutions 

Objective 2: Improve the technology solutions that support embedding shared print in the lifecycle of collections.

Key Results:

• Enhance existing tools to better serve our community

• Map of shared print use cases in the lifecycle of collections

• Submit grant proposal for funding a TBD tool

Accomplishments

• Created a strong framework for a collaborative relationship among our three organizations by:

  • building trust, laying the foundation for effective interinstitutional working processes;

  • developing a common language for goal setting;

  • documenting progress and accomplishments; and

  • achieving transparency with the community with meaningful communication through established channels.

• Published our collaboration’s vision, mission, guiding principles, and assumptions 

• With the input of our liaison organizations and our framework on the objectives and criteria for quick wins, we selected a first project, the collection comparison tool. The tool will serve an important immediate need and is a stepping stone to a path of facilitative leadership that engages the full community in investing in the infrastructure of shared print

• Launched cross-organizational teams to carry out the first quick win project