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WEEDING WITH
ROBOTS:
Managing Collections in an
Automated Retrieval
System
Charleston Conference 2010
 Linda Masselink, Patricia Bravender
& Hazel McClure
Grand Valley State University
 Robert Kelly
Eastern Michigan University
Weeding with Robots: Managing Collections in an Automated Retrieval System
Why Automated Retrieval?
Space
Cost $$$$$
To Boldly Go Where No Man Has Gone
Before
 Challenges
 Content inventory
 Weeding
Steelcase Librarys ARS
Random Access
 Sets
 Government documents
 Videos
 Microfilm
GVSU Loading Up
 3 sizes of bins 10 12 15
 Barcodes
 Numbering by hand
ARS Bin
WEEDING THE GVSU
BUSINESS
COLLECTION
Weeding
 Getting started
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
Aggressive De-Selection
 No impact on users
 Content available at other places
 Susan Gibbons user driven
collection
Core Collection
 Core collection = books used
 Noncore collection = books not used
 WEED noncore
What holds us back from weeding?
Weeding Business Books
 Request for book information
 Target a small collection to start
 Pull each item from the retrieval
system
Discoveries
 Weeding can guide future purchase
decisions
 Discover mistakes
It is hard to weed good books
that are not used!
Considerations
 Key indicator - number of
circulations
 Books checked against:
 Bowker Book Analysis for relevance
 Web of Science for citations
 Choice Outstanding Academic Titles
Other Considerations
 World Cat listing for holdings at other
libraries
 Condition
 Cost of replacing
Next Group
 No Circs brought out first
 Slow process
Weeding
 Not a someday activity
 Schedule
 Limit your time
UNHAND ME YOU MECHANICAL
MORON:
WEEDING THE GVSU LAW
COLLECTION
The Steelcase Library in downtown Grand Rapids
was to become the home of GVSUs 3,000 volume
law collection.
 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
it became invisible to the human eye.
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
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
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.
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.
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.
 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.
 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.
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
 Items processed in the same manner
as described earlier
 All items shredded
 6 months - 14,000 volumes
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.
FULL STEAM AHEAD:
Weeding the GVSU Social Work Collection
Social Work Collection
 Had been weeded in past few years
 Still had a lot of chaff
 New librarian & turnover
Weeding 101
 Librarian was new to the profession & to
weeding
 Academic preparation
 Practical experience
 Jumped into weeding out of necessity
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
& 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
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
Strengths of This Method
 Gets the job done
 Easily sectionable
 Lends itself to
 Automation
 Record keeping
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
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
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
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
LOST IN SPACE
10 years later looking in all the wrong places
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
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
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
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.
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.
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.
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.
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.
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.
 We are all robots when uncritically involved
with our technologies. -- Marshall McLuhan
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.

More Related Content

Weeding with Robots: Managing Collections in an Automated Retrieval System

  • 1. 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
  • 5. To Boldly Go Where No Man Has Gone Before Challenges Content inventory Weeding
  • 7. Random Access Sets Government documents Videos Microfilm
  • 8. GVSU Loading Up 3 sizes of bins 10 12 15 Barcodes Numbering by hand
  • 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
  • 15. What holds us back from weeding?
  • 16. Weeding Business Books Request for book information Target a small collection to start Pull each item from the retrieval system
  • 17. Discoveries Weeding can guide future purchase decisions Discover mistakes
  • 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
  • 20. Other Considerations World Cat listing for holdings at other libraries Condition Cost of replacing
  • 21. Next Group No Circs brought out first Slow process
  • 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
  • 26. it became invisible to the human eye.
  • 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.
  • 37. FULL STEAM AHEAD: Weeding the GVSU Social Work Collection
  • 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
  • 48. LOST IN SPACE 10 years later looking in all the wrong places
  • 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