Evolving Scholarly Record and Evolving Stewardship Ecosystem – San Francisco Workshop

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

This event has passed.

View the video and slides from the meeting in the agenda below or link directly to the video playlist on the OCLC Research YouTube Channel. View photos from the workshop on Flickr.

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 explored the boundaries of the scholarly record and the curation roles of various stakeholders.

This fourth and final event in our series of Evolving Scholarly Record Workshops built on the framework presented in the OCLC Research report, The Evolving Scholarly Record. It also summarized findings from past workshops, explored implications for stewardship of the scholarly record, and culminated in the production of a proposed action agenda for research libraries and other stakeholders. See the presenters' slides and the agenda below for more details. 

Tuesday, 02 June 2015


Time Evolving Scholarly Workshop
9:00–9:30 a.m.

Highlights from the First Three Workshops

by Ricky Erway, Senior Program Officer, OCLC Research

9:30–10:00 a.m.

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

by 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

by Jim Michalko, Vice President, OCLC Research Library Partnership

10:30-11:00 a.m. Break
11:00–12:00 noon.

Plenary Discussion*

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

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

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?

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 by Jim Michalko

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.


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