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MANAGING CHANGE: AN ORGANIZATIONAL OUTLINE FOR REIMAGINING THE DIGITAL REPOSITORY INFRASTRUCTURE AT THE OHIO STATE
UNIVERSITY LIBRARIES
Terry Reese, The Ohio State University Libraries, reese.2179@osu.edu
Beth Forrest Warner, The Ohio State University Libraries, warner.496@osu.edu
http://go.osu.edu/di/
The Ohio State University Libraries
Open Repositories 2014, June 9, 2014, Helsinki, Finland
INTRODUCTION
The Ohio State University Libraries (OSUL) has a
long history of creating, digitizing, and supporting
digital projects and collections. Projects like the
Knowledge Bank and the Billy Ireland Image
Database are just a couple examples of OSUL’s
long-standing commitment to making the Libraries’
unique materials more accessible to the campus
and global communities. As a result, much of the
Libraries’ current digital infrastructure, services,
and policies support workflows and an
environment that have traditionally been project
driven. This approach has led to the
implementation of a fragmented digital libraries
environment that has become increasingly difficult
to support and grow as the Libraries’ digital
portfolio has expanded.
PREPARING THE ORGANIZATION FOR
CHANGE
In 2011, the OSUL Executive Committee finalized a
new strategic plan for the Libraries. The plan sought
to build off the Libraries’ traditional strengths, while
recognizing that the Libraries needed to reimagine
its digital environment. Recognizing that the current
project-centric approach to digitization and
infrastructure development was becoming
unsustainable, as a next step in the plan the
Executive Committee laid out a vision to shift the
Libraries digital initiatives program to a program-
centric model, with the Libraries’ digital environment
being re-imagined as a platform of services, rather
than individual software components.
Prior to 2013, the Libraries’ purchased support, storage,
and infrastructure from the central campus IT department
(OCIO). Development and management of the Libraries’
institutional repository, DSpace, was a joint project
between the Libraries and OCIO. The Libraries’
managed departmental generated digitization projects
and requests through one-off development efforts by the
Libraries’ development staff or through the purchase of a
hosted, vended, solution like Olive.
PRE-2013 DIGITAL LIBRARY ENVIRONMENT
REALIGNING THE FOUNDATIONS
Also flowing out of the strategic plan, the Libraries’
Information Technology division was restructured
into three new departments with significant growth
in staff:
1. Infrastructure Support
2. Applications Development & Support
3. Digital Initiatives
Additionally, the Libraries invested heavily in
developing it’s own server and storage
infrastructure, initiating a move of VM and storage
operations away from the University’s central IT
department. This move allowed the Libraries, for
the first time, to seriously begin planning focused
on long-term digital preservation issues, make
decisions on the acquisition of infrastructure
resources and their allocation, and focus
development resources within a centrally managed
department.
REALIGNING ORGANIZATIONAL THINKING
In April 2013, the OSUL Executive Committee formed
the Strategic Digital Initiatives Working Group
(SDIWG). The group was created to help OSUL
address the changes that have occurred in the digital
libraries landscape since OSUL first started producing
digital content. The SDIWG was charged with
understanding how digital libraries have changed, and
to develop a framework and recommendations to help
OSUL’s digital library program evolve to meet both
current and future needs.
Lead by the Head of Digital Initiatives, the group was
composed of selected Libraries department heads
charged with stepping outside day-to-day operations,
thinking strategically about the Libraries’ current – and
future – environment, and working collaboratively to
develop high-level principles and a framework around
the Libraries’ digital initiatives program.
CREATING A FRAMEWORK FOR SUCCESS
While the Libraries’ Strategic Plan called out the need
to evolve the current digital environment, there was no
framework in place to allow the Libraries to critically
engage in the process of shifting to a more
programmatic digital initiatives program. The Libraries
needed a way to engage in this discussion.
To that end, the SDIWG group, working with an initial
draft provided by the Executive Committee,
performed an environmental scan of the current
research around digital initiatives planning and
management – ultimately developing 11 guiding
principles.
DIGITAL INITIATIVES GUIDING PRINCIPLES
1. We build services, not products
2. We carefully weigh when to Build versus Buy versus
Borrow
3. We develop modular services, not monolithic systems
4. We develop for change
5. We don’t keep everything forever
6. We will build in assessment
7. We focus on the user
8. We work with partners
9. We embrace research as a core, fundamental value
10.We strive to stay grounded in the real world
11.We are driven by standards
A NEW REPOSITORY MODEL
Based on the White Paper, the Libraries’ moved to shift from individual
development projects to an organization approach.
PROGRESS TO DATE
Building on this analysis, the Libraries is already making
changes to fill identified gaps and begin the shift to an
environment where the Libraries’ digital environment
functions as a coherent platform and set of services.
For example, the Libraries has:
• Created teams responsible for redefining
organization best practices around metadata,
digitization formats, and digital storage
management.
• Completed evaluations around Archive
Collections Management and Format
Preservation.
• Begun implementation of new repository and
archival collections management systems.
• Planned discussions around rethinking
discovery.
REFERENCES
• OSUL Digital Initiatives Principles:
http://go.osu.edu/osul_di_principles
• White Paper: http://go.osu.edu/osul_di_whitepaper
• Archives Collection Management Task Force Report:
http://go.osu.edu/osul_di_arc_col_tf
• SDIWG Charge:
http://go.osu.edu/osul_sdiwg_charge

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Open Repositories 2014 Poster -- Managing Change: An Organizational Outline for Reimagining the Digital Repository Infrastructure at The Ohio State University Libraries

  • 1. MANAGING CHANGE: AN ORGANIZATIONAL OUTLINE FOR REIMAGINING THE DIGITAL REPOSITORY INFRASTRUCTURE AT THE OHIO STATE UNIVERSITY LIBRARIES Terry Reese, The Ohio State University Libraries, reese.2179@osu.edu Beth Forrest Warner, The Ohio State University Libraries, warner.496@osu.edu http://go.osu.edu/di/ The Ohio State University Libraries Open Repositories 2014, June 9, 2014, Helsinki, Finland INTRODUCTION The Ohio State University Libraries (OSUL) has a long history of creating, digitizing, and supporting digital projects and collections. Projects like the Knowledge Bank and the Billy Ireland Image Database are just a couple examples of OSUL’s long-standing commitment to making the Libraries’ unique materials more accessible to the campus and global communities. As a result, much of the Libraries’ current digital infrastructure, services, and policies support workflows and an environment that have traditionally been project driven. This approach has led to the implementation of a fragmented digital libraries environment that has become increasingly difficult to support and grow as the Libraries’ digital portfolio has expanded. PREPARING THE ORGANIZATION FOR CHANGE In 2011, the OSUL Executive Committee finalized a new strategic plan for the Libraries. The plan sought to build off the Libraries’ traditional strengths, while recognizing that the Libraries needed to reimagine its digital environment. Recognizing that the current project-centric approach to digitization and infrastructure development was becoming unsustainable, as a next step in the plan the Executive Committee laid out a vision to shift the Libraries digital initiatives program to a program- centric model, with the Libraries’ digital environment being re-imagined as a platform of services, rather than individual software components. Prior to 2013, the Libraries’ purchased support, storage, and infrastructure from the central campus IT department (OCIO). Development and management of the Libraries’ institutional repository, DSpace, was a joint project between the Libraries and OCIO. The Libraries’ managed departmental generated digitization projects and requests through one-off development efforts by the Libraries’ development staff or through the purchase of a hosted, vended, solution like Olive. PRE-2013 DIGITAL LIBRARY ENVIRONMENT REALIGNING THE FOUNDATIONS Also flowing out of the strategic plan, the Libraries’ Information Technology division was restructured into three new departments with significant growth in staff: 1. Infrastructure Support 2. Applications Development & Support 3. Digital Initiatives Additionally, the Libraries invested heavily in developing it’s own server and storage infrastructure, initiating a move of VM and storage operations away from the University’s central IT department. This move allowed the Libraries, for the first time, to seriously begin planning focused on long-term digital preservation issues, make decisions on the acquisition of infrastructure resources and their allocation, and focus development resources within a centrally managed department. REALIGNING ORGANIZATIONAL THINKING In April 2013, the OSUL Executive Committee formed the Strategic Digital Initiatives Working Group (SDIWG). The group was created to help OSUL address the changes that have occurred in the digital libraries landscape since OSUL first started producing digital content. The SDIWG was charged with understanding how digital libraries have changed, and to develop a framework and recommendations to help OSUL’s digital library program evolve to meet both current and future needs. Lead by the Head of Digital Initiatives, the group was composed of selected Libraries department heads charged with stepping outside day-to-day operations, thinking strategically about the Libraries’ current – and future – environment, and working collaboratively to develop high-level principles and a framework around the Libraries’ digital initiatives program. CREATING A FRAMEWORK FOR SUCCESS While the Libraries’ Strategic Plan called out the need to evolve the current digital environment, there was no framework in place to allow the Libraries to critically engage in the process of shifting to a more programmatic digital initiatives program. The Libraries needed a way to engage in this discussion. To that end, the SDIWG group, working with an initial draft provided by the Executive Committee, performed an environmental scan of the current research around digital initiatives planning and management – ultimately developing 11 guiding principles. DIGITAL INITIATIVES GUIDING PRINCIPLES 1. We build services, not products 2. We carefully weigh when to Build versus Buy versus Borrow 3. We develop modular services, not monolithic systems 4. We develop for change 5. We don’t keep everything forever 6. We will build in assessment 7. We focus on the user 8. We work with partners 9. We embrace research as a core, fundamental value 10.We strive to stay grounded in the real world 11.We are driven by standards A NEW REPOSITORY MODEL Based on the White Paper, the Libraries’ moved to shift from individual development projects to an organization approach. PROGRESS TO DATE Building on this analysis, the Libraries is already making changes to fill identified gaps and begin the shift to an environment where the Libraries’ digital environment functions as a coherent platform and set of services. For example, the Libraries has: • Created teams responsible for redefining organization best practices around metadata, digitization formats, and digital storage management. • Completed evaluations around Archive Collections Management and Format Preservation. • Begun implementation of new repository and archival collections management systems. • Planned discussions around rethinking discovery. REFERENCES • OSUL Digital Initiatives Principles: http://go.osu.edu/osul_di_principles • White Paper: http://go.osu.edu/osul_di_whitepaper • Archives Collection Management Task Force Report: http://go.osu.edu/osul_di_arc_col_tf • SDIWG Charge: http://go.osu.edu/osul_sdiwg_charge