EAST Member Meeting. October 14, 2016 Overview of Year 1 of EAST Implementation Anna Perricci & Susan Stearns

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1 EAST Member Meeting October 14, 2016 Overview of Year 1 of EAST Implementation Anna Perricci & Susan Stearns

2 Welcome & Logistics Facilities #EASTMM2016 Project team introductions

3 EAST project team & consultants Susan Stearns, EAST Project Director & Executive Director of the Boston Library Consortium Sara Amato, Data Librarian Anna Perricci, Project Manager Matthew Revitt, Shared Print Consultant Grant Ritter, Statistical Consultant Lizanne Payne, Shared Print Consultant

4 Agenda for today 10:00-10:05am - Welcome 10:05-10:30am - General update to members 10:30-11:00am - Validation sample studies and further analyses 11:00-noon - Collection analysis and retention commitments Noon-1:00pm - Lunch 1:00-1:30pm - Dessert and awards 1:30-1:50pm - Recording retentions 1:50-2:20pm - EAST policies and procedures 2:20-2:50pm - Governance and leadership of EAST 2:50-3:30pm - Next steps for EAST: looking 2, 5, and 15 years into the future

5 Thank you All Partner Libraries & Voting Members

6 Thank you Validation Sample Study Coordinators & Workers

7 Thank you Validation Working Group Name Kylie Bailin Steven Bischof Beth Bohstedt Jennifer Fairall Anthony (Tony) Fonseca Netanel Ganin Dawn Gross Nicole Prokop Peggy Seiden Todd Smith Connie Strittmatter Institution Lafayette College UMass, Amherst Hamilton College Siena College Elms College Brandeis University UMass, Dartmouth Williams College Swarthmore College University of Rochester Boston College John Unsworth* Brandeis University * Former member

8 Thank you Monographs Working Group Name Helen Anderson * Richard Bleiler Karen M. Bohrer * Jennifer Bowen Debra Bucher Berry Chamness Kathryn Donahue Charles M. Getchell, Jr. Lorraine Huddy Susan Raidy-Klein Ray Schmidt Matthew Sheehy Debbi A. Smith Institution University of Rochester University of Connecticut Worcester Polytechnic Institute University of Rochester Vassar College Bryn Mawr College Colby College Saint Anselm College Connecticut College, Trinity College, Wesleyan University UMass, Dartmouth Wellesley College Brandeis University Adelphi University Steve Smith Boston University * Former member

9 Thank you Sustainable Collection Collections Services Services - OCLC Ruth Fischer, Senior Product Manager Rick Lugg, Executive Director Eric Redman, Software Architect Andy Breeding, Consulting Software Engineer Craig Johnson, Library Services Consultant & Matt Barnes, Director, SCS

10 Thank you [MARC] 583 Working Group Name Steven Bischof Katie Donahue Jennifer Fairall Tony Fonseca Joe Frawley Netanel Ganin Debbie Gomes Connie Strittmatter Institution UMass, Amherst Colby College Siena College Elms College Connecticut College Brandeis University Elms College Boston College

11 Thank you Executive Committee Name Patrick Carr Tara Fulton Clem Guthro Chris Loring* Susan Raidy-Klein Gail Scanlon Terry Simpkins John Unsworth* Will Wakeling Library University of Connecticut University of New Hampshire Colby College Smith College UMass, Dartmouth Phillips Exeter Academy Middlebury College Brandeis University Northeastern University Laura Wood Tufts University * Former member

12 GreenGlass Users EAST SCS VWG MWG EC ILL 583 Cohort 2 Libraries Validation Coordinators & Workers EAST Voting Members

13 EAST: Kickoff to Touchdown Susan Stearns, EAST Project Director EAST Members Meeting October 14, 2016

14 Major milestones Collection Analysis: over 16 million collective collection Retention Commitments: more than 6 million holdings Validation Sampling: 97% availability Policy Development: MOU and Letter of Intent Disclosure of retention commitments

15 The final retention model Retain all scarcely held Retain up to 5 of frequently used Retain one of everything else RESULT: over 6 million holdings representing 4.3 million titles retained across 40 libraries through June, 2031

16 Trusting the retention commitments 97% availability 90% average or better condition

17 EAST business model Members One time collection analysis Annual member fees Staffing Administration Future grant funding requests Set aside for future collection analyses Grant funding Implementation Collection analysis 70% grant funded Validation sampling 100% grant funded Set-aside for future collection analyses

18 Work still to be done in 2016 Complete disclosure EAST lending network Serials/journals planning Further cohort 2 outreach Collaborate, converse, convene

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20 Thank you. Education, Owl graphics by Freepik, Flaticon, CC BY 3.0 (via Logo Maker) Q & A Anna Perricci aperricci@blc.org Susan Stearns sstearns@blc.org