What’s newat OCLC Research

OCLC Research exists to produce knowledge, evidence, and models that can accelerate and expand library learning, innovation, and collaboration. Find the latest research, projects, and resources here.

Stewarding the collective collection

Collective collections are an important concept in the practice of effective collection stewardship, providing intelligence to inform decision-making about collections in both local and group contexts.

OCLC Research is a leader in the study of collective collections, developing concepts, frameworks, and innovative patterns of analysis for collective collections at group, regional, and global scales. This draws on the unique analytical opportunities afforded by WorldCat bibliographic and holdings data.

Two current projects represent OCLC’s ongoing collective collection efforts:

Illustration: Stewarding the Collective Collection

Impact to libraries

OCLC’s research on collective collections has built a strong conceptual and evidence-based foundation on which individual libraries and groups of libraries can collaboratively build, manage, and curate collections. This latest research will help strengthen strategic planning for the next phase of ongoing work for shared print initiatives and collective collection stewardship.

Improving open access discovery for academic library users

OCLC Research partnered with two Dutch library consortia to investigate how libraries can improve the discoverability of scholarly, peer-reviewed open access (OA) publications for their communities. The research team asked staff at seven Dutch academic libraries what they were doing to support OA discovery and surveyed their user communities about their experiences with scholarly, peer-reviewed publications and OA.

The resulting research report, Improving Open Access Discovery for Academic Library Users, identifies strategies for making OA publications more discoverable for library users. The findings can serve as a catalyst for academic libraries worldwide to engage in meaningful conversations about enhancing OA discoverability given local contexts and user needs.

Illustration: Improving Open Access Discovery report

Our Dutch academic library partners

  • Universiteitsbibliotheken & Nationale Bibliotheek (UKB): the consortium of the 13 Dutch university libraries and the National Library of the Netherlands
  • Samenwerkingsverband Hogeschoolbibliotheken (SHB): the partnership of 34 libraries of Dutch universities of applied sciences

Impact to libraries

Libraries need better evidence to improve the discoverability of open access publications. Findings from this project show where library staff’s efforts and user experiences were aligned and where improvements can be made, providing valuable evidence for other libraries wanting to make their own practices more effective.

Library beyond the library

Academic libraries increasingly collaborate with other campus units to provide an expanding array of services in support of the university research enterprise. These cross-campus partnerships represent a range of emerging operational models that facilitate library engagement with other campus units to support institutional research priorities. They also suggest a need for clear articulations of the library value proposition as academic libraries project their skills, expertise, services, and roles beyond the library into the broader campus environment through new research support responsibilities and partners. We call this idea the “library beyond the library.”

Illustration: Library beyond the library

This OCLC research project examines how library expertise and capacities are supporting the university research enterprise through cross-campus partnerships, as well as strategies for articulating and communicating an increasingly complex library value proposition in a competitive and resource-scarce campus environment.

Impact to libraries

The findings of this research offer insights and recommendations for library leaders as they navigate the expanding landscape of cross-campus partnerships and sustain the visibility and value of the library to campus stakeholders.

Making strategic sourcing decisions requires managing trade-offs

Libraries have a rich history of working together to meet mutual needs. Current advances in digital and network technologies have amplified the benefits and lowered the costs of cross-institutional collaboration, making it an inviting choice for academic libraries seeking to acquire new services, expertise, and infrastructure. As interest in library collaboration grows, it becomes more important for academic libraries to be purposeful and strategic in their use of this sourcing option.

These two thematically linked reports explore library collaboration from both theoretical and practical perspectives, and   will be of special interest to senior academic library leadership, library consortia/group leadership, and academic library staff responsible for managing collaborative relationships.

Illustration: Library Collaboration reports

Library Collaboration as a Strategic Choice: Evaluating Options for Acquiring Capacity explores collaboration as a key sourcing strategy for academic libraries in acquiring needed capacity and contextualizes it as one sourcing approach among a range of options available to libraries.

Building Research Data Management Capacity: Case Studies in Strategic Library Collaboration provides actionable recommendations based on real-world case studies that libraries can apply to make their own collaborations successful and sustainable. The report shares experiences from the Texas Data Repository, Portage Network, and Data Curation Network to illuminate the challenges, opportunities, and considerations of building RDM service capacity through collaboration.

Impact to libraries

The fast-paced, relentlessly dynamic environment faced by libraries presents both challenges and opportunities as libraries consider how to approach sourcing strategies. This set of reports offers a strategic framework for collaboration, plus practical resources, insights, and recommendations based on real-world case studies. The strategies and resources outlined in the reports can support academic libraries in making strategic decisions about collaboration. The framework can also help communicate decisions to staff and other stakeholders, improving transparency around sourcing decision-making and strengthening buy-in from those impacted by the outcomes.

Operationalizing the art research collective collection

The Operationalizing the Art Research Collective Collection project investigated challenges faced by art research collections by exploring opportunities for collaboration between art, academic, and independent research libraries. The project was designed to identify new possibilities for collaboration and partnership models that support sustainable, ongoing availability of rich collections of art libraries to researchers, wherever they may be.

The project outcomes are shared in two reports:

Illustration: Sustaining Art Research Collections report covers

Our Project Partners

Impact to libraries

Understanding the opportunities, challenges, and potential strategies for cooperation between art, academic, and independent research libraries helped illuminate new collaborative models to support the continued availability of the art research collective collection. Operationalizing the Art Research Collective Collection helped art libraries identify opportunities for beneficial partnerships around their collections, build effective collaborative structures to support these partnerships, and navigate the practical challenges involved in making collaborations sustainable.

Advancing next generation metadata

Library metadata is changing. Innovations across the metadata landscape are generating opportunities for librarians to evolve how resource descriptions are created to help users discover what they need. The future of linked data is tied to the future of metadata: the metadata that libraries, archives, and other cultural heritage institutions create will provide the context for future linked data innovations.

Transitioning to the next generation of metadata presents the community with challenges to understand evolving services, platforms, and standards. Staff are also called to provide metadata for new forms of resources using efficient and effective workflows.

OCLC Research provides the critical insights about how the metadata landscape is changing through member-driven reports, pilot projects, and community-led discussions, including:

  • Transitioning to the Next Generation of Metadata: Traces how metadata is evolving and considers the impact this transition may have on library services.
  • Transforming Metadata into Linked Data: Shares project findings where OCLC and five partner institutions investigated methods for—and the feasibility of—transforming metadata into linked data to improve the discoverability and management of digitized cultural materials using CONTENTdm.
  • Reimagine Descriptive Workflows: Contextualizes the challenges facing the library and information field in inclusive and reparative metadata work and offers a framework of guidance that can help frame institutions’ local priorities and areas for change.
Illustration: Metadata reports

Impact to libraries

OCLC Research's engagement with next generation metadata seeks to empower communities by:

  • Consulting with leaders across libraries, archives, and museums to identify and track shifting attitudes about next generation metadata
  • Increasing awareness of next generation metadata services, standards, and practices
  • Articulating actionable insights about members’ next generation metadata challenges and opportunities
  • Providing innovative exploratory and pilot projects that demonstrate the value of next generation metadata
  • Sharing how colleagues are successfully adapting their people, processes, and platforms to new realities

Toward anti-racist descriptive practice

Description, subject analysis, classification, authority control, and cataloging practices are part of a powerful naming and labeling process in bibliographic and archival description. Collections’ metadata include outdated and racist terminology that cause harm and contributes to experiences, memories, and achievements of communities being mischaracterized or overlooked.

To identify and address the root causes of harmful practices, The Andrew W. Mellon Foundation and OCLC co-invested in a year-long effort Reimagine Descriptive WorkflowsThis project brought together a diverse group of experts, practitioners, and community members to determine ways to improve descriptive practices, tools, infrastructure, and workflows in libraries and archives.

Working in consultation with Shift Collective, OCLC hosted a conversation among community stakeholders who discussed how to address the systemic issues of bias and inequity within our current collection description infrastructure. The input from the convening, shaped by substantive input from advisory group leaders was published in the report Reimagine Descriptive Workflows: A Community-informed Agenda for Reparative and Inclusive Descriptive Practice that provides two action pathways:

  • A guiding framework for making necessary, fundamental shifts both in organizational culture and individual mindset to enact transformative and sustainable change in the descriptive process.
  • Recommendations for operational changes that organizations can make to reimagine descriptive practices in their local and global contexts.
Illustration: Reimaging descriptive workflows

Our Project Partners

Impact to libraries

Reimagine Descriptive Workflows takes action against harmful metadata by formulating a community agenda that aims to:

  • Repair descriptive systems that do not fully reflect the communities that institutions serve
  • Align and connect disparate initiatives to optimize their impact
  • Improve the usefulness of library and archive systems for users
  • Identify priority areas and offer guidance to individuals and institutions committed to reparative and inclusive description work

Building a US archival finding aid network

With funding from the US Institute of Museum and Library Services (IMLS), OCLC collaborated with project lead California Digital Library, the University of Virginia, and statewide/regional aggregators to build the foundation for a National Archival Finding Aid Network (NAFAN) to improve visibility of and access to archival materials stewarded by cultural institutions in the United States. OCLC lead the qualitative and quantitative research for this two-year research and demonstration project.

OCLC published five reports on its research findings:

  • Summary of Research—Synthesizes findings from across all research activities on the NAFAN project
  • Pop-up Survey—Summarizes results from a national survey of online archive users on their search behavior, information needs, and demographic characteristics
  • User Interviews—Details findings from interviews with archival aggregation end users on their information needs and information-seeking behavior
  • Focus Group Interviews—Shares outcomes from discussions with archivists about their needs for describing collections and contributing description to an archival aggregation
  • EAD Analysis—Analyzes EAD data as raw material for building a finding aid aggregation by looking for common data structures present and identifying gaps that could impede user discovery
Illustration: National finding aid

Impact to libraries

Building a National Archival Finding Aid Network (NAFAN) addresses the significant challenges individuals face in locating relevant archival materials across the widespread, complex field of US cultural heritage institutions. 

This project aims to provide inclusive and consistent access to finding aids by establishing a foundation for a National Finding Aid Network available to all contributors and researchers. OCLC's research will inform the next steps for the NAFAN project and provides rich information on archival user behavior and needs and the current state of archival description workflows and data. 

Learn more and stay connected

Explore additional work from OCLC Research

Illustration: OCLC Research website

OCLC Research accelerates and scales learning, innovation, and collaboration to advance work in libraries, archives, and museums. Explore more of our areas of research here. 

Follow our work in progress on Hanging Together

Illustration: Hanging Together blog

Hanging Together is the blog of OCLC Research, where we share more about our initiatives, what we're learning along the way, and the intersections we see between our areas of research.