HathiTrust Shared Print Update: On to Phase 2!

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HathiTrust Shared Print Update: On to Phase 2! Lizanne Payne Shared Print Program Officer, HathiTrust elpayne@hathitrust.org https://www.hathitrust.org/shared_print PAN meeting ALA Midwinter February 9, 2018

HathiTrust Shared Print Phase 1 June 2016 December 2017 (18 months) Monographs matching HathiTrust Lend with local ILL 49 libraries 4.8 million monograph titles 16 million monograph volumes 25-year retention commitment No validation required

HathiTrust Shared Print Retention Libraries Arizona State University Brandeis University Brown University Bryn Mawr College Claremont Colleges Colby College Columbia University Duke University Emory University Georgia Tech University Getty Research Institute Harvard University Indiana University Iowa State University Johns Hopkins University Lafayette College Massachusetts Institute of Technology McGill University New York Public Library Northwestern University Ohio State University Princeton University Swarthmore College Syracuse University Tufts University University of Alberta University of Calgary University of California, Merced University of California, San Diego University of California, Santa Cruz University of California Northern Regional Library Facility (NRLF) University of California Southern Regional Library Facility (SRLF) University of Chicago University of Delaware University of Florida University of Illinois, Urbana- Champaign University of Iowa University of Michigan University of Minnesota University of Missouri University of Notre Dame University of Pennsylvania University of Queensland University of Texas at Austin University of Virginia University of Washington University of Wisconsin-Madison Washington University in St. Louis Yale University 49 libraries! 45 in United States 3 in Canada 1 in Australia

Lightweight Process to Identify Retention Commitments No efforts to predefine desired number of copies nor to prevent duplication HathiTrust provided Print Holdings Match File Libraries determine criteria Libraries export proposed commitments Shared Print Commitments File HathiTrust creates Shared Print Registry

Holdings Overlap and Duplication among HathiTrust Retention Commitments No efforts to predefine desired number of copies nor to prevent duplication Held by > 50, 500,000, 10% Held by 1, 500,000, 10% Committed by 11-18, 40,000, 1% Held by 20-49, 950,000, 20% Held by 2-5, 1,100,000, 23% Committed by 6-10, 860,000, 18% Commited by 1, 1,500,000, 31% Held by 6-19, 1,750,000, 37% Committed by 2-5, 2,400,000, 50% Holdings overlap among HT libraries Duplication across HT retention commitments 4.8 million committed monograph titles (OCNs)

Many thanks to Phase 1 Retention Libraries!

HathiTrust Shared Print Phase 2 January December 2018 Build on shared print metadata Identify next round retention commitments

Build on Shared Print Metadata: Develop and/or Support Systems Infrastructure Disclose retentions in OCLC WorldCat Explore resourcesharing options Build on Shared Print metadata Compare library holdings to HT retentions Seek replacements for lost/damaged retention volumes

Identify Next-Round Retention Commitments Identify notcommitted HT digital monographs Select provider of collection analysis services Analyze matching library holdings Secure retention commitments from HT libraries Consider overlap, desired copies, other commitments

Not-Committed Monograph Titles in HathiTrust Member Collections 3.2 million not-committed monograph OCNs held by 135 HathiTrust members Held by 50-99, 324,000, 10% Held by >100, 17,600, 0% Held by 20-49, 432,000, 13% Held by 1, 934,000, 29% In-house analysis using HathiTrust print holdings data Held by 6-19, 747,000, 23% Held by 2-5, 807,000, 25%

Proposed Timetable to Select Provider and Analyze Collections Step Date RFP process Collect/provide metadata Analyze overlap & other fields Proposed retention commitments February - March April - June June - August September

Phase 3: Some Possibilities New digital content in HathiTrust HathiTrust Federal Documents Program Coordinate digitization and retention of Fed Docs Collaborate on retention priorities, number of copies Synchronize SP commitments with new digital content when added Other shared print programs Digitize existing SP commitments from other SP programs (e.g. other EAST holdings)