Doing More with Less: The Crisis, Cooperation, and the Library

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The current financial situation has forced many libraries to pay unprecedented attention to how they are organized to achieve their missions. One common thread emerging in the responses is cooperation: those needing to cut costs sharply are finding that they cannot do so incrementally but must instead transform their activities in ways that spread cost and diffuse risk among many partners. The talk will cover some of the opportunities available for transformative institutional collaboration among libraries, including collaborative, open source software development as well as the challenges facing those attempting to collaborate. It will pay particular attention to the question of how to collaborate strategically: that is, how to ensure that collaboration retains or increases a librarys ability to pursue mission, enhance agility, increase sovereignty, and improve sustainability.

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<ul><li> 1. DoingMorewithLess: TheCrisis,Cooperation,andtheLibrary ChristopherJ.Mackie NELINETAnnualConferenceDevens,MA,1June2009 </li></ul> <p> 2. Keepinmind Theviewspresentedherearemyown,notnecessarily thoseofmycolleaguesorofTheAndrewW.Mellon Foundation Theconclusionsreachedherereflectmyown knowledgeandeducatedguessesbasedon informationgleanedfromthepublicpressand conversationswithyourpeersandcolleagues:others mightreachdifferentconclusionsonthesamedata Alloftheprojectsandapproachesdescribedhere succeedorfailbasedonthewisdomandeffortoftheir participants:YourMileageMayVary6/1/2009 DoingMorewithLess...,Mackie NELINET 2 3. MellonsRITProgram 50+OSS/CSSProjectssince2000 ScholarlyTools: Sophie,VUE,Zotero,Decapod Museum,PerformingArtsProjects: FluidEngage,ProjectAudience,CollectionSpace AdministrativeCyberinfrastructure: KualiFinancials,KualiCoeus,KualiStudent,etc.,etc. ScholarlyCyberinfrastructure: Bamboo,OpenAnnotation,OLE,OpenCast,Sakai,SEASR MiddlewareforCyberinfrastructure: Fluid,ESB,uPortal1June2009 Mackie,CIandtheLAC3 4. RITOriginalSynergy (6/2009) 6/1/2009 DoingMorewithLess...,Mackie NELINET 4 5. RITSoftwareUsage 1030musers/daily;300m+userspeak6/1/2009DoingMorewithLess...,Mackie NELINET 5 6. CommunitySourceSoftware Collaborationamonginstitutionstodesign,build, govern(,andoperate)softwareaddressing sharedneeds/concerns Costamortization;riskreduction;stability enhancement Examples:Sakai,uPortal,Kuali,OpenCast,SEASR, Bamboo,othersandOLE(moreaboutOLE later) Healthy,competitivevendormarketensures accessbyinstitutionslackingITresources IBM,Sun,Oracle rSmart,Unicon 6/1/2009DoingMorewithLess...,Mackie NELINET 6 7. Sustainability Metrics: Great:improvesROI,productivity,reducesrisk,etc.,fororgand constituents Good:improvesROI,reducesrisk,etc.,forscopeofproject Bad:Inflatesdirectorhiddencosts,increasesrisk,destabilizesother sustainingactivities Examples: Great:Consortial provisionofILSdramaticallyreducesTCOper institutionbyleveragingopensourcevendormarkets Good:Consortial provisionofILSsmootheseconomicspikes,allows institutionstoassuremoreconsistentservicesdespitebudget volatility Bad:Consortial provisionofILSmimicsvendorlockin model, creatingsamehiddencostsasindividualprovision,pluscostsof collaboration6/1/2009DoingMorewithLess...,Mackie NELINET 7 8. ProjectOLE(OpenLibraryEnvt) Objective:NextgenerationILS&amp;globalCoP foraWeb2+world Eliminatetraditional/digitallibrarydichotomy;integralelectronic resources,collaboration,consortial support Enterprise tech:extendlibrarymoredeeplyintoteaching&amp; researchmissions Weavingacademiclibrariestogetherintoasingle,seamlessWebof knowledge 120+institutionsparticipatedinworldwidedesigneffort,including manyRUs,LACs,state,&amp;nationallibraries Consortiawellrepresented,includingVALE,others Buildtobegin12/2009;firstdeliverablesexpected12/2010 Seekingbuildpartnersnow,includingconsortial partners Noinhousetechcapacityrequired,toparticipateordeploy 1June2009Mackie,CIandtheLAC 8 9. OLEandCriticalMASS Mission Good:servesexistingneedsoflibrariesforILS Great:Supportsnextgen OPACs,findingaidstofullextentoftheircapabilities Great:Enterprise approachallowslibrarytoreachdeeperintoteaching/research missions Agility Good:Openstandards,opensourcemeansimprovedabilitytorespond Great:CoP providesintel,bestpracticestoperceive,prioritize,respond Sovereignty Good:Healthyvendorecosystemmeansfairvalueformoney Great:IPownershipvestedinMissionalignedentity Great:Youcanfirethevendorwithoutfiringthesoftware Sustainability Good/Great:Costs,risksamortizedoverallparticipants Good:Widerchoiceofbusinessmodelsmeanscloserfittoneeds Great:CSSshouldalloweasier,smootheradaptationtoeconomicchanges 6/1/2009 DoingMorewithLess...,Mackie NELINET9 10. ForMoreInformation ProjectOLE:http://www.oleproject.org/ OtherCommunitySourceProjects www.kuali.org (adminandfinancialservices) www.sakaiproject.org (learningmgt&amp;researchcollaboration) www.jasig.org/uportal (portalsoftware) www.opencastproject.org (campusaudio/videocasting) www.seasr.org (richmediascholarlyanalysis) www.projectbamboo.org (Arts&amp;Humscholarlysupport) http://www.openannotation.org/ (scholarlyannotation) Me cjm@mellon.org http://rit.mellon.org ChristopherJ.Mackie AssociateProgramOfficer,ResearchinIT TheAndrewW.MellonFoundation6/1/2009 DoingMorewithLess...,Mackie NELINET 10 </p>