Many libraries, because of space constraints, are considering using automated retrieval systems. When building an ARS, much deliberation is given to preparing and loading the collection into the ARS but collection management and weeding processes are often not considered.
This presentation will alert those considering using an ARS to the unique difficulties of managing a collection using automated retrieval.
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Weeding with Robots: Managing Collections in an Automated Retrieval System
2. Charleston Conference 2010
Linda Masselink, Patricia Bravender
& Hazel McClure
Grand Valley State University
Robert Kelly
Eastern Michigan University
12. Rick Lugg R2 Consulting
Legacy Print Collections
From the Kent Study:
40% of books never circulated if they
did not circulate within the first 2
years of purchase
No circulation in 6 years = potential
use is 1 in 50
13. Aggressive De-Selection
No impact on users
Content available at other places
Susan Gibbons user driven
collection
14. Core Collection
Core collection = books used
Noncore collection = books not used
WEED noncore
18. It is hard to weed good books
that are not used!
19. Considerations
Key indicator - number of
circulations
Books checked against:
Bowker Book Analysis for relevance
Web of Science for citations
Choice Outstanding Academic Titles
22. Weeding
Not a someday activity
Schedule
Limit your time
23. UNHAND ME YOU MECHANICAL
MORON:
WEEDING THE GVSU LAW
COLLECTION
24. The Steelcase Library in downtown Grand Rapids
was to become the home of GVSUs 3,000 volume
law collection.
25. GVSU accepted the Grand Rapids Bar Associations
35,000 volume, 120 year old law collection.
Bar collection accepted in
its entirety - was not weeded.
Part of the collection put in
the reading room - majority
stored in the ARS where
27. GVSU updated and added new material to the
collection for next six years
By 2007 apparent that:
Use by the Bar was declining
Use by GVSU students was low
Many items duplicated (and paid for twice) in
on-line services such as Westlaw
Cost of legal materials were skyrocketing
A lot staff time required to keep updated
28. Why was use of law collection declining?
The following may have contributed:
Relevance of materials to GVSU students- too
specialized
Location of Steelcase library w/respect Bar
members
Availability of materials on-line
New barriers between users and the collection
Difficulty of using law materials stored in an ARS
New law school library built within 遜 mile of
29. GVSU and GR Bar Association agreed that
GVSU could dispose of the collection.
The Bar did not want the collection returned.
Titles that GVSU did not want were to be
offered to Bar members and new law school
library in Grand Rapids.
Any titles that remained after this procedure
would be shredded according to GVSUs policy.
30. How the Robot Retrieved the
Bar
Collection from the ARS
When collections were
merged, it was noted in the
catalog record of each item that
it had come from the Bar.
This was done because the
merger was to be a three year
trial if it didnt work Bar had
the option of reclaiming its
collection.
31. First Weeding
GVSU generated a list of every Bar donated
item from its catalog.
GVSU determined which titles to keep and
which to discard according to its weeding
policies.
The discard list was then circulated to the
local law library and members of Bar who
selected books.
32. Shelving designated for holding selected
items.
Monographs requested from the ARS,
reviewed and placed on a shelf for de-
accession from the collection by circ staff.
If requested item was a multi-volume set,
only one volume was requested for review.
33. Circ staff pulled multi-volume sets during
evening, low patron use times.
Law books often consist of more than one
volume (often many) and each volume might
be located in a different bin.
Minimum one minute per item, often longer
if many items are in queue.
34. Second Weeding
Canceled and outdated materials next
priority some from Bar list and some not.
Worked from list of canceled material
generated by technical services by call no.
range
35. Items processed in the same manner
as described earlier
All items shredded
6 months - 14,000 volumes
36. Third Weeding
Remaining volumes from the original Bar list
being pulled and discarded using this process as
time and space permit.
Majority out-of-date material collected over a
period of many years by Bar Association.
38. Social Work Collection
Had been weeded in past few years
Still had a lot of chaff
New librarian & turnover
39. Weeding 101
Librarian was new to the profession & to
weeding
Academic preparation
Practical experience
Jumped into weeding out of necessity
40. What I Did
Made lists based on
Call number ranges
Circulation stats
Core lists
Availability of quick/easy/inexpensive replacement
Used this list to pull and withdraw books from
collection
41. & Why I Did It
Provided a way to weed collection without
ready physical access
Circ stats are a good predictor of future use
Had to be cruel to be kind; weeding had to
happen
I didnt have many choices
42. Weed or Seedling?
Encountered books from other collections
Johnson Collection
Criminal Justice
Government Documents
Multiple copies
Books that were owned by many other schools
Books that were in areas that werent very well
represented in the collection
43. Strengths of This Method
Gets the job done
Easily sectionable
Lends itself to
Automation
Record keeping
44. Weaknesses of This Method
Making lists was time consuming
Dependent on circulation staff to pull items and
systems librarians team to get lists
Making & manipulating lists was boring work
Impossible to determine condition of items
Maintains/encourages distance between
librarian & collection
45. Mistakes Made, Lessons
Learned
Failed to consider some usage stats
Didnt have a nuanced enough LOC call
number list
Some areas relevant to Social Work werent
covered
List included many titles irrelevant to Social Work
46. Back to the Future: Ongoing
Plans
Refining LC Call number list
Solution to perpetual problem of lack of
weeding
Periodic generation of lists & storage or
withdrawal
Able to use some information gathered to
assist other librarians
Method (with appropriate record keeping)
offers window into usage trends
Using method with other collections
47. Possibility For Other Collections
Public, Nonprofit and Health Administration
Will need LC ranges
Need to consider changing curriculum
Need to be mindful of overlap of other collections
Future possibility of automation/expanding
method across disciplines
Relationship of weeding via this method to
Subject Collection policies
49. Why Inventory?
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Reconcile bin holdings with online catalog
Reduce ILL requests
Clean up catalog records (none,
incomplete, inaccurate)
Accurate count of items
Fill rate of bins
Space
Preparation for weeding of ARC
50. Material Types in ARC
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Type # of Items % of holdings
Book 401,599 76.35
Periodical 109,189 20.76
Visual 9,229 1.75
Nocirc 3,271 .62
Audio 1,381 .26
Video ref 1,223 .23
Misc items 134 .03
51. Inventory time requirements &
processing
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Quick Visual
To date inventoried X number of bins
30 to 45 minutes depending on
size/format of the bin materials and
problem items
Sequence of how bins are being called
(need to identify) and why this method
52. Arc Item Processing
Robert G. Kelly 2010 Charleston Conference November 6, 2010
PC is set up to inventory mode and bin called
& delivered.
Remove and scan each item within each
section and receive confirmation that the item
is in the correct section and bin.
Will move items to different section within the
bin to ease space constraints.
Once all items scanned, bin returned to rack
and another called.
53. Typical Issues
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Item not found
Section displayed on screen as full but actually
has room.
Requires high level of attention. System will
warn but easy to miss warnings. Needs to be
improved.
54. Prognosis/Results
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Most items are in correct bins
Problems so far are items not linked to
bins (i.e. lost in space).
Flexiblecan start/stop as needed.
Long term process: Will take a year to do.
Hands on inventory provides opportunity
to also assess condition of materials.
55. Closing thoughts
Robert G. Kelly 2010 Charleston Conference November 6, 2010
Hands-on real time inventory provides
opportunity to:
Update linking to catalog so that correct item is
retrieved.
Accurate determination of holdings and their
location.
Assess condition of materials which may need
conservation.
Inventory of the available space as well as
materials.
56. Recommendations
Completely and aggressively weed collections
before moving them into an ARS.
Ensure cataloging records contain information
necessary to isolate discrete collections if such
exist.
Develop procedures for weeding an ARS on a
regular basis, including periodic review of the
holdings in an ARS by call numbers and subject
headings.
57. Recommendations
Examine the feasibility of programming an
ARS to keep multi-volume sets in the same
bin.
Consider carefully whether an ARS is the
proper location for storage of multi-volume
sets and high-use items.
58. We are all robots when uncritically involved
with our technologies. -- Marshall McLuhan
59. Resources
Atkins, S., Weible, C. Lost is Found, Collection Management, 31:3
25-32, 2007.
Bullard, R., Wrosch, J. Eastern Michigan Universitys Automated
Retrieval System, 10 years Later, Journal of Access Services,
6:388-395, 2009.
Gibbons, S. Time Horizon 2020: Library Renaissance,
http://hdl.handle.net/1802/10051 2010.
Kent, A. Uses of Materials: The University of Pittsburgh Study,
Books in Library and Information Science (v. 26). New York: Marcel
Dekker, 1979.
Schonfeld, R.C. & Housewright, R. Faculty Survey 2009: Key
Strategic Insights for Libraries, Publishers, and Societies. Ithaka S
+ R: http://www.ithaka.org/ithaka-s-r/research/faculty-surveys-2000-
2009/Faculty%2520Study%25202009.pdf
Young, D.J. Get to Effective Weeding, Library Journal, 134:19 36,
2009.
Editor's Notes
#38: Not unlike a long overdue shelf-reading project, EMU has launched a program to systematically inventory over 7,560 bins holding over 600,000 items in its on-site storage facility known as the ARC (Automated Retrieval Collection). The arc became operational in 1998 as part of a new Halle Library building and required two months to complete the initial loading of materials.
Since that time there has never been a systematic inventory of the collection. To address the persistent rumors that during the initial load, numerous items were put into the arc without being properly linked to a bin, to reconcile and verify links between the Voyager catalog and the arc, and finally to prepare for the eventual weeding of this collection, weve undertaken a comprehensive inventory of this collection. I will provide an overview of that process, the problems weve uncovered as the inventory has progressed, and wrap up with an estimated time line for completing both the inventory and the weeding of the collection.
In 2010 we upgraded the hardware/software (Windows NT) and began laying the ground work for working on an inventory.
#49: Not unlike a long overdue shelf-reading project, EMU has launched a program to systematically inventory over 7,560 bins holding over 600,000 items in its on-site storage facility known as the ARC (Automated Retrieval Collection). The arc became operational in 1998 as part of a new Halle Library building and required two months to complete the initial loading of materials.
Since that time there has never been a systematic inventory of the collection. To address the persistent rumors that during the initial load, numerous items were put into the arc without being properly linked to a bin, to reconcile and verify links between the Voyager catalog and the arc, and finally to prepare for the eventual weeding of this collection, weve undertaken a comprehensive inventory of this collection. I will provide an overview of that process, the problems weve uncovered as the inventory has progressed, and wrap up with an estimated time line for completing both the inventory and the weeding of the collection.
In 2010 we upgraded the hardware/software (Windows NT) and began laying the ground work for working on an inventory.
#50: Reconcile: Most important, items not linked to proper bin are essentially lost in space and need to be found. Much like shelf reading we need to systematically confirm what items are in each bin and also make certain online catalog has identical information so when called up it retrieves the correct item.
We have an estimate of the number of items and want to know more precisely what number of items we own.
How full are the bins? This enables us to accurately determine the free space available for handling added content.
If full, what case can be made for adding another row (space in place but no equipment installed for 2 more rows).
To weed, we need to understand what we own. By confirming updating ARC holdings we can confirm duplicates, different editions, etc.
#52: To date approximately x number of bins have been inventoried .
Depending upon the size/format of the content it can take 30 to 45 minutes to inventory each bin. If there are problems, i.e. barcode not found, they are addressed immediately.
Currently random selection of bins, but will be systematized. Inventoried bins are identified by system so wont be inventoried again.
#53: You must pay very close attention to which section you are inventorying.
System permits you to scan items from one section into another section. In fact, it should warn you that the item is not found in that section.
IE. System automatically starts w section 1 of 3. If you start scanning items from section 3, system instead of warning you, simply adds them to section 1. Once you finish, system prompts, all remaining items in section one will be lost in space unless you scan them. So you have to scan them as well. To clear up problem, you need rescan items back into section 3. Lots of work if you miss it.
Suggested improvement: Initial warning from system indicating that scanned item is NOT in section. Do you want to proceed?...that would catch it early.
If anything comes up on screen and you are not paying attention, system will let you scan but NOT input data into system. Need to rescan items once popup is clearedagain must pay attention
Finally, PC shut down in middle of inventory, no reason why. Fortunately, when login in it retained my session and permitted me to continue scanning where I left off.
#54: Item not found: System has minor bugs, we determined that the item in fact was linked to the correct bin/section so we rescanned and it was inventoried. Seems to happen after about 1 hour of working in inventory mode.
Item not in correct