Evolving Scholarly Record and Evolving Stewardship Ecosystem—San Francisco Workshop

Attendees at this workshop will explore the boundaries of the scholarly record and the curation roles of various stakeholders. #esrworkshop

The Scholarly Record is expanding to include many kinds and forms of information beyond the formal outputs. Research methods, models, software, data, blogs, presentations, discussions, images, survey findings and much more are now part of the evolving scholarly record. Attendees at this workshop will explore the boundaries of the scholarly record and the curation roles of various stakeholders.

This workshop builds on the framework presented in the OCLC Research report, The Evolving Scholarly Record, and cumulates the outcomes of the series of workshops, exploring the responsibilities of research libraries, data archives, and other stewards of research output—and identifying new alliances that should be forged to create a reliable ecosystem for preserving the scholarly record and making it accessible.  OCLC Research Library Partners are invited to help identify aspects for further collaborative investigation

Seating is limited so register now to secure your spot at this workshop!

This fourth and final event in our series of Evolving Scholarly Record Workshops will summarize findings from past workshops, explore implications for stewardship of the scholarly record, and culminate in the production of a proposed action agenda for research libraries and other stakeholders.  

The Amsterdam Workshop was held on 10 June 2014. The Washington, DC Workshop was held on 10 December 2014. The Chicago Workshop was held on 23 March 2015.

Contact Jeanette McNicol with questions.

Tuesday, 02 June 2015


Time Evolving Scholarly Workshop
8:30–9:00 a.m. Coffee & Registration
9:00–9:30 a.m.

Highlights from the First Three Workshops

  • Ricky Erway, Senior Program Officer, OCLC Research
9:30–10:00 a.m.

Preview of the Forthcoming Publication: Stewardship of a Weightless Scholarly Record: From the Invisible Hand to Conscious Coordination, by Brian Lavoie and Constance Malpas.

  • Constance Malpas, Research Scientist, OCLC Research

10:00-10:30 a.m.

Rethinking the Boundaries of the Library: Exploring the mixture of internalized and externalized roles in managing scholarly outputs

  • Jim Michalko, Vice President, OCLC Research Library Partnership
10:30-11:00 a.m. Break
11:00–12:00 noon.

Plenary Discussion*

Support for researchers—where do research support services and library stewardship functions intersect and how can we engage students and scholars in preservation workflows that support (and don’t disrupt) current research practices?

12:00-1:00 p.m. Lunch
1:00-2:00 p.m.

Plenary Discussion*

Selection—how are libraries tackling decisions about appraisal and selection of new scholarly work products?

2:00-3:00 p.m.

Plenary Discussion*

Collaboration within the university—how can the library partner with other campus units to ensure that preservation goals and mandates are fulfilled?

3:00-3:30 p.m. Break
3:30-4:30 p.m.

Plenary Discussion*

Collaboration with external entities—when does it make sense for the library to partner with other institutions or third-party providers to preserve intellectual property and what might successful partnerships look like?

4:30–5:00 p.m.

Reactions and Wrap Up

  • Jim Michalko

*The Plenary discussions will each begin with 3-minute lightning talks in which participants will share their local experience and expertise as well as their challenges.  The rest of the time will be in active, facilitated discussion with the aim of identifying gaps, proposing what action is needed to fill the gaps, and thoughts about the roles various stakeholders might play.

Register to attend


02 June 2015


8:30 AM – 5:00 PM
Pacific Daylight Time, North America [UTC -7]


San Francisco, California (USA)


Sir Francis Drake Hotel on Union Square



We are a worldwide library cooperative, owned, governed and sustained by members since 1967. Our public purpose is a statement of commitment to each other—that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration.