March 29, 2011 CEAL - CPS Meeting 11

“Get the Champagne out of the Bottle":

China-North America Library Conference and

Post-Conference Initiative Annual Meeting of the Asian, African, and Middle Eastern Section (AAMES) of

the Association of Colleague and Research Libraries (ACRL) New Orleans, LA

June 25, 2011

Anchi Hoh, Ph.D.Special Assistant To The Chief

Asian Division, Library of Congress202-707-5673, adia@loc.gov

†††eScience @ LoC Team (eST) The Library of CongressWashington, D.C.

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• “Get the champagne out of the bottle”

- Librarian of Congress Dr. James H. Billington

• Further human understanding and wisdom by sharing the unparalleled treasures of the Library with people everywhere.

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China-North America Library Conference Background

• The first China-US Library Conference, organized by the National Library of China and the American Library Association, was held in Beijing in August 1996, prior to the 62nd IFLA Congress.

• The 2nd Conference was held in Flushing, New York and Washington D.C in August 2001 with the theme of Strategic Policy Directions for China/US Library Cooperation. 

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China-North America Library Conference Background

• The 3rd Conference was held in Shanghai in March 2005, sponsored by the National Library of China, the Library Society of China, American Association of Research Libraries, the Library of Congress, and hosted by Shanghai Library.– Topics: Digital resources construction and services,

theories and practices in information and knowledge management, research in patrons’ requirements and utilizing behavior, the core value of digital library and its realization, and cooperation in knowledge management and service in both countries.

• The 4th Conference took place in October 2007, OCLC headquarter, Dublin, Ohio, jointly organized by the National Library of China, the Library Society of China, Library of Congress and Association of Research Libraries.– Theme: Cooperation Among Libraries, Museums, and

Archives Within and Between China and the United States.

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China-North America Library Conference

• The Fifth China-North America Library Conference in Beijing, China, September 2010, aimed to identify post-conference initiatives that are mutually beneficial.

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China-North America Library Conference

• Scope– To enhance the mutual exchange, strengthen the

digital sharing, and meet the challenges both the Chinese and American libraries facing in this field.

• Mission– To promote the profound research and exploration in

digital resources sharing, and to further mutual exchanges and cooperation.

• Hosts– National Library of China, the Library Society of China

and the Library of Congress, USA.

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Current North America Organizing Committee

MembersDeanna MarcumAssociate Librarian for Library ServicesLibrary of Congress

James K. M. ChengLibrarianHarvard-Yenching Library of the Harvard

College LibraryHarvard University

Sayeed ChoudhuryAssociate Dean for Library Digital

Programs and Hodson Director of the Digital Research and Curation Center

Eisenhower LibrariesJohns Hopkins University

Jay JordanPresident and Chief Executive OfficerOCLC

Haipeng LiUniversity LibrarianAu Shue Hung Memorial LibraryHong Kong Baptist University

Ingrid T. ParentUniversity LibrarianOffice of the University LibrarianUniversity of British Columbia

Gary E. StrongUniversity LibrarianUniversity of California, Los Angeles

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Current North America Organizing Committee

Members (Cont’d)

Betsy WilsonDean of University LibrariesUniversity of Washington Libraries

Peter R. YoungFormer Director, National

Agricultural LibraryFormer Chief, Asian DivisionLibrary of Congress

Sha Li ZhangAssistant Dean for Collections and

Technical ServicesUniversity of North Carolina at

Greensboro

Ethan ZuckermanBerkman Fellow & TechnologistGlobal Voices

Senior Advisors

Franklin OdoChiefAsian DivisionLibrary of Congress

Anchi HohAssistant ChiefAsian DivisionLibrary of Congress

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Conference Theme

• Theme– Sharing Digital Resources: Challenges and

Opportunities

• Participants– Experts and scholars fromNorth American libraries,Chinese public libraries,university libraries,research libraries, etc

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Highlights of Dr. Marcum’s Keynote Speech

• Vision:– A vision of the Global Digital Library created by the Council of

Directors of National Libraries (CDNL). CDNL, which is chaired by Penny Carnaby, director of the New Zealand National Library, has initiated a project to develop a Global Digital Library. The CDNL initiative is intended to produce a distributed library, through which national libraries would expose metadata for digital library objects of all kinds for harvesting. The “long-term vision” is as follows:

“…the development of a global distributed digital library -– comprehensive, open, seamlessly-connected, and universally accessible on the Internet –- giving ready access to library materials in the collections of all the national libraries of the world….”

(“CDNL Vision for the Global Digital Library,” http://www.cdnl.info/ accessed 2 August 2010.)

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Highlights of Dr. Marcum’s Keynote Speech

• Libraries have traditionally provided opportunities for patrons to connect with resources and services where creative intellectual, educational, and entertainment activities thrive. The library’s guiding concept has been as a place where all are free to pursue their interests.

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Five Sub-Themes

• Resource Sharing Policies and Perspectives

• Digital Infrastructure and Repository Technology

• Research Data Sharing

• Sharing Digital Preservation Methods

• Shared Digital Access, Retrieval and Use

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Sub-Theme 1Resource Sharing Policies and Perspectives

• Issues and topics include:– Policies to facilitate bilateral collaboration

• Open content access, open service standards– Digital content acquisition and sharing policies, structures, and

procedures• Provisions for special collections and for geospatial content,

rare books, audio-visual materials, etc.• Provisions for multimedia content• Perspectives for digitally reformatted and born digital content

– Intellectual property rights• Content ownership and access/use policies for sharing digital

resources• Digital resource access licenses• Use restrictions for sharing digital resources

– Multi-type institutional collaboration• Models of digital resource sharing and development

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Sub-Theme 1 Speakers• Zhang Yanbo

Director of the National Cultural Information Resources Sharing Management Center

• Carole MooreChief LibrarianUniversity of Toronto Libraries

• Paul F. UhlirDirector, NRC Board on Research Data and InformationThe National Academy of Sciences

• N.Am. Co-Moderator: Gary E. Strong, University Librarian, University of California, Los Angeles

• N.Am. Co- Recorder: James Cheng , Librarian, Harvard-Yenching Library of the Harvard College Library, Harvard University

• Participant: Anne R. Kenney, Carl A. Kroch University Librarian, Cornell University

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Sub-Theme 2Digital Infrastructure and Repository

Technology

• Technical repository infrastructure requirements– Interoperable architecture– Digital content transfer, validation, verification, and

management• Format management and metadata standards

– Metadata schema and standards• Trusted long-term planning for scholarly

communication– Authentication and verification

• Maintenance, administration, and security issues

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Sub-Theme 2 Speakers• Zhu Qiang

Professor & Director, Peking University Library • Sayeed Choudhury

Associate Dean for Library Digital Programs and Hodson Director of the Digital Research and Curation Center, Eisenhower Libraries, Johns Hopkins University, USA

• He DefangDirector of the Institute of Science and Technology Information of China

• Peter R. YoungFormer Director, National Agricultural Library and former Chief, Asian Division, Library of Congress, USA

• N.Am. Co-Moderator: Ingrid Parent, University Librarian, Office of the University Librarian,University of British Columbia

• N.Am. Co-Recorder: Haipeng Li, University Librarian, Au Shue Hung Memorial Library, Hong Kong Baptist University

• Participant: Ann J. Wolpert, Director of Libraries, Massachusetts Institute of Technology Libraries

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Sub-Theme 3Research Data Sharing

• Data-driven research services• Unique identifiers for digital data and

information content– Linking data with publication information

• Management of compound digital objects– Static and dynamic digital content objects– Linking distributed digital data content

• Multi-disciplinary, inter-disciplinary, and trans-disciplinary research data sharing

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Sub-Theme 3 Speakers

• Xiao XimingProfessor, the department head and PhD supervisor of Library Science Department at School of Information Management, Wuhan University

• Christine L. BorgmanPresidential Chair & Professor of Information Studies, UCLA, USA

• Jiang YingChinese Academy of Social Sciences Library

• Lee DirksDirector, Education & Scholarly Communication, External Research Microsoft Corporation

• N.Am. Co-Moderator: Isabel Stirling, Associate University Librarian, University of California, Berkeley

• N.Am. Co-Recorder: Anchi Hoh, Assistant Chief, Asian Division, Library of Congress

• Participant: Peter Zhou, Assistant University Librarian, Director, C.V. Starr East AsianLibrary, University of California , Berkeley

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Sub-Theme 4 Sharing Digital Preservation Methods

• Long-term preservation, access, and sustainability – Data conservation, curation and preservation

• Digital preservation technology methods– Digital transfer and migration

• Long-term digital archiving

• Collaborative cooperation

• Workforce development

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Sub-Theme 4 Speakers• Zhang Zhiqing

Deputy Director of the National Library of China • Richard E.Luce

Vice Provost and Director, Emory University Libraries, USA • Liu Xiaoqing

Associate Librarian of Zhejiang Library • Thomas Garnett

Associate Director for Digital Library and Information Systems, Smithsonian Institution Libraries, USA

• N.Am. Co-Moderator: Nancy Cline, Roy E. Larsen Librarian of Harvard College, Harvard University Libraries

• N.Am. Co-Recorder: Zhijia Shen, Director, East Asia Library, University of Washington

• Participant: Brewster Kahle, Digital Librarian, Internet Archive• Participant: Yuan Zhou, Curator for East Asian Collection and

Director of Public Services (Interim)

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Sub-Theme 5 Shared Digital Access, Retrieval and Use

• Explore, search, discover, retrieve issues– Classification and tagging– Semantic web

• Reuse and repurposing of digital content– Provenance

• User surveys

• Multi-language access and retrieval

• Social networking applications

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Sub-Theme 5 Speakers• Li Lijun

Deputy Director of Beijing Municipal Archives • Kevin Guthrie

President of ITHAKA, USA • Xiao Fei

Director of the Information Network Department of National Museum of China

• Lorcan DempseyVice President and Chief Strategist, OCLC, USA

• N.Am. Co-Moderator : Jay Jordan, President and Chief Executive Officer, OCLC

• N.Am. Co-Recorder : Joyce Ray, Associate Deputy Director for Library Services, Institute of Museum and Library Services

• Participant: Martin Gomez, City Librarian, Los Angeles Public Library

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Observers• Larry Alford

Dean of University Libraries, Temple University Libraries, Samuel Paley Library

• Albert HoffstädtPublishing manager & senior editor, Asian Studies, Brill

• Charles James Horton IIISenior Vice President, Managing Director of East Asia Pacific, ProQuest

• Shuyong JiangProject Director, IMLS Funded TGAG China-US Library Collaboration Project, University of Illinois at Urbana-Champaign

• Alice KellerEditorial Director, Library and Information Science & HistoryDe Gruyter Saur

• Kent LeePresident and CEO, East View Information Services

• Deborah LoedingH.W. Wilson Company

• Tai-loi MaCurator, East Asian Library and Gest Collection, Princeton University

• Frank MenchacaExecutive Vice President, Publishing, Gale, A part of Cengage Learning

• Robert SealDean of Libraries, Loyola University Libraries, Loyola University

• Fucheng ShenChief Representative, Ex Libris Beijing Representative Office

• Winston TabbSheridan Director and Dean of University Libraries, The Milton S. Eisenhower Library, Johns Hopkins University

• Sharlene TilleyExecutive Director, International Marketing, ProQuest

• Andrew H. WangVice President, Asia Pacific Region, OCLC Online Computer Library Company

• Jidong YangHead, Asia Library, University of Michigan

• Hugo ZhangManaging Director, Elsevier S&T in China, Reed Elsevier Information Technology

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POST-CONFERENCE INITIATIVE

• “China-North America Collaboration on Chinese Rare Book Digitization and Metadata Sharing.”

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PROJECT PROPOSAL

• Project Goal:

- Through the assistance and collaboration of rare book subject experts and repository technology experts in China and North America, to create a national digital repository of the comprehensive holdings of Chinese rare books among the East Asian libraries in North America.

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COLLABORATION

• To achieve this goal, this project calls for a broad collaboration among the East Asian libraries in North America.

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INVITATIONS TO 13 EAST ASIAN LIBRARIES IN NORTH

AMERICA• Harvard-Yenching Library at

Harvard University• Asian Division at the Library of

Congress in Washington, D.C.• Gest Oriental Collection and

East Asian Library at Princeton University

• East Asian Library at the University of British Columbia

• University of California, Berkeley

• Columbia University• University of Toronto

• Yale University• Cornell University• New York Public Library• University of Chicago• University of Washington• University of California, Los

Angeles• Stanford University• other East Asian collections in

North America that also hold Chinese rare books

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DRAFT PROPOSAL

• Initial progressive implementation plan that consists of at least the following two phases:

• Phase IConducting an online survey of the holdings of Chinese rare books among the thirteen East Asian collections in North America.

• This survey will be able to inform the number of Chinese rare book titles that need cataloging and call for the assistance of subject experts in China.

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DRAFT PROPOSAL• Phase II –

Identify a number of East Asian partnering libraries to convene an initial meeting and discuss collaboration. Discussion topics should include best practices, collaboration model, funding resources, cataloging solutions, metadata standards sharing, and other potential partners, etc.

• This core group (library directors and key curators) will be invited by Dr. Marcum to convene a Steering Committee.

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Steering Committee• Role and Responsibilities

– Report to the North America Organizing Committee– Hold regular teleconferences to explore collaboration

model and ensure steady progress; communicate via email and meetings

– Using the current proposal, create project management documents, including scope, collaboration model, budget, funding, measures of success, roles and responsibilities, milestones, deliverables, risk assessment, work breakdown structure, communication plan, etc.

– Design detailed implementation plans and involve all participating libraries in order to pursue the successful completion of the project.

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NEXT STEPS

• Undoubtedly, such broad-extent undertaking of the digital preservation of Asian cultural heritage across North America is unprecedented and requires extremely thorough planning and tireless pursuit. A number of institutions (including Cornell, OCLC, and UBC) have expressed their strong interest and support.

• This project will be mutually beneficial not only for the East Asian libraries in North America and participating academic/research libraries in China, but also for the scholarly communities everywhere.

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Questions and Answers

Thank you.