Models For Shared Print Monograph Retention: A Comparison

Session Description

Shared print monograph initiatives have proliferated in recent years, as academic libraries work to secure the scholarly record. The Eastern Academic Scholars’ Trust (EAST) and the Michigan Shared Print Initiative (MI-SPI) are two of the largest such projects, together committing to 15-year retention of more than 7 million monographs, with responsibility shared across their respective memberships. Both groups used the OCLC GreenGlass Model Builder to develop and iterate retention models for discussion and decision. Each group developed its own criteria for number of holdings to be retained and the elements that defined them, such as publication/acquisition dates, aggregate usage, and regional and national holdings (as expressed in WorldCat). Both groups made timely and informed decisions based on their own data and priorities. EAST incorporated a validation sample study that could influence future retention modeling efforts. As more libraries enter into shared print initiatives, discussions about retention will become common. This session seeks to spotlight some early discussions and to provide a starting point for an ongoing conversation about archiving, access, and the integrity of the collective collection.

Please join us as Susan Stearns, Executive Director of EAST and Pamela Grudzien, Chair of the MI-SPI Steering Committee, describe their retention models, and how their groups arrived at those models. Key discussion and decision points will be outlined, as will the role of the data provided by the GreenGlass Model Builder. Rick Lugg of OCLC/SCS will introduce the basic elements of the Model Builder and will moderate the session. The goal is to engage participants in identifying robust retention scenarios and to demonstrate the utility of data in advancing those discussions.

Session Format




    Rick Lugg

  • Rick Lugg, Executive Director, Sustainable Collection Services, OCLC
    Rick has worked with academic libraries since 1983. As a consultant and vendor, he has written approval plans, streamlined workflows, evaluated collections, and designed library-friendly products and services. He holds an MLS from Simmons College. In 2007, Rick saw a growing need to manage down monographs collections—responsibly, intelligently, and efficiently. He and his partners founded Sustainable Collection Services in 2011 to build a decision-support system for managing and sharing monographs. GreenGlass was initially released in 2013. In his current role as Executive Director, OCLC Sustainable Collection Services, Rick speaks and writes frequently on deselection and shared print.

    Pamela Grudzien

  • Pamela Grudzien, Director of Acquisitions, Metadata & Resource Sharing Services, Central Michigan University
    Pamela Grudzien currently serves as the Steering Committee Chair for the Michigan Shared Print Initiative (MI-SPI) and is a founding member of the Michigan Academic Library Association’s Shared Print Interest Group.  Pamela has over thirty years of experience as a librarian in collection development, resource sharing, acquisitions, and public services. This varied experience has provided her with a well-rounded perspective on shared print opportunities and challenges.  Pamela has always been active in professional associations, serving on several ALA Committees, as Michigan Library Association President, and as Michigan Library Consortium Executive Board Chair.  She holds an MLS from Western Michigan University and an MSA from Central Michigan University.

    Susan Stearns

  • Susan Stearns, Executive Director, Boston Library Consortium & Project Director, Eastern Academic Scholars’ Trust (EAST)
    Susan Stearns, Executive Director of the Boston Library Consortium (BLC), has been responsible for the overall management and direction of the Eastern Academic Scholars’ Trust (EAST) project since its inception in June of 2015.  As Project Director, she oversees the strategic, administrative and fiscal aspects of the project, working with an Executive Committee elected from the 40+ member libraries as well as with a Project Team that includes a Project Manager, Data Librarian and Shared Print Consultant.  As Executive Director of the BLC, she leads a consortium of 18 academic and research libraries in New England. Prior to joining the BLC as Executive Director, Susan worked in a variety of senior strategic product, marketing and partnership roles with vendors in library automation and electronic publishing.
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