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Symposium on Sustainable Models for Print Storage in 21st-Century Libraries

HD at Harvard and Speakers

October 1 – 2, 2014, Harvard University

In 1986, Harvard University built a book depository in Southborough, MA, which was to become a model for efficient, high-density library storage facilities around the world. Over the past three decades, as collections have grown and user demand for digital access has increased, libraries have developed new approaches to collection management and storage that take advantage of collaborative relationships and networks of regional associations. These approaches include establishing long-term or permanent reliance on partner institutions for access to print materials, and creating efficient digital and physical delivery services. Economic frameworks for shared infrastructure and services are diverse and evolving. And, although much attention has been focused on the management of retrospective print collections, information about the composition of individual collections and their use can inform prospective collection development, and relationships formed to support efficient management of print collections can blossom into partnerships in other aspects of library services such as digital repositories and data management.

The Harvard Symposium on Sustainable Models for Print Storage in 21st Century Libraries brings together leaders in the reconceptualization of collection management from the US and the UK, librarians, Harvard faculty members and other stakeholders to share experiences and to advance thinking on optimal constructs for the coming decades. Decisions that Harvard and other institutions will make in the next five years will likely shape the course of library development for the next century and will be a critical factor for transformation of libraries and the channeling of resources to meet contemporary and future needs of the academic and research communities.

The symposium will provide context for decisions to be made by institutions about when collaboration offers significant value and a deeper understanding of the financial responsibility for print repositories. In addition, it will contribute to the knowledge of the impact of digital collections on the future of print repositories and to the relationship between management of retrospective collections and future collection development policies.

Please contact Arlene Navarro with questions and RSVP by clicking here.

This symposium is funded through the generosity of The Bradley M. and Terrie F. Bloom Family Fund and the Arcadia Fund.





Wednesday, October 1 
3:00 pm – 4:30 pm

Keynote: "The Evolution of the UK Research Reserve: Long-Term Sustainabilty for Low-Use Journals"

Sir Drummond Bone, Master, Balliol College, University of Oxford
Debby Shorley, Research Consultant

Askwith Hall, Longfellow Hall
6 Appian Way, Cambridge, MA 02138

4:30 pm – 6:30 pm


Knafel Center (Radcliffe Gymnasium)
79 Brattle St., Cambridge, MA 02138

Thursday, October 2 
(Sessions will be held at John Knowles Paine Concert Hall, Fanny Peabody Music Building, Harvard University, 1 Oxford St., Cambridge, MA 02138.)

8:30 am – 9:00 am

Continental Breakfast
Lecture Hall A Corridor, Science Center 

9:00 am – 9:15 am

Welcome: Sarah Thomas, Vice President for the Harvard Library and Roy E. Larsen Librarian of the Faculty of Arts and Sciences, Harvard University

9:15 am – 10:15 am

Session One: The Shift from Print to Digital Formats: A State of the Field

  • Kevin Guthrie, President, ITHAKA 
  • Mike Furlough, Executive Director, HathiTrust
  • Chair: Paul Courant, Harold T. Shapiro Collegiate Professor of Public Policy, University of Michigan
10:15 am – 11:15 am

Session Two: Shared Storage: Financial Models & Possibilities for Collaborations in Collection Development

  • Tom Teper, Associate University Librarian for Collections and Technical Services, University of Illinois
  • Bernard Reilly, President, Center for Research Libraries
  • Chair: James Neal, Vice President of Information Services and University Librarian, Columbia University
11:30 am – 12:30 pm

Session Three: Print and Shared Print Opportunities

  • Robert Wolven, Associate University Librarian for Bibliographic Services and Collection Development, Columbia University
  • Ivy Anderson, Director, Collection Management and Development, California Digital Library
  • Chair: Constance Malpas, Program Officer, OCLC Research
12:30 pm – 1:00 pm

Wrap Up and Closing Remarks

  • Sarah Thomas, Vice President for the Harvard Library and Roy E. Larsen Librarian of the Faculty of Arts and Sciences, Harvard University




Ivy Anderson, Director, Collection Management and Development, California Digital Library

Ivy AndersonIvy Anderson is the director of collections at the California Digital Library (CDL), where she directs and provides leadership to a broad range of shared collections activities encompassing licensed content, mass digitization and shared print collection management on behalf of the ten campuses of the University of California system. Prior to joining the CDL in 2006, Anderson was program manager for e-resource management and licensing at the Harvard University Library, where she developed and managed a shared licensing program on behalf of Harvard’s many libraries; before that, she served as head of information systems at the Brandeis University Libraries.

Anderson's long-standing engagement with issues related to licensing, scholarly communications and the development of both print and digital collections in libraries has involved her in copyright issues and library advocacy throughout her career. She currently serves on the advisory board of the Berkeley Law Digital Library Copyright Project, is a member of the Program Steering Committee and chair of the Collections Committee of HathiTrust and is involved in a project to update the LibLicense Model License that is widely used by libraries to promote standards and best practices for the in-licensing of library content. She holds a BA in music from New York University and an MLS from Simmons College. Before acquiring her library degree, she pursued doctoral studies in music history and theory at Brandeis University.

Sir Drummond Bone, Master of Balliol, Balliol College, University of Oxford

Sir Drummond BoneProfessor Sir Drummond Bone is Master of Balliol College and Chair of the Arts and Humanities Research Council. Drummond Bone (MA Glasgow; DLitt hc, Chester, Liverpool, Lancaster; DUniv, Glasgow) was a Snell Exhibitioner at Balliol, and went on to teach English and Comparative Literature at the University of Warwick, before returning to Glasgow where he became Professor of English Literature, Dean of the Faculty of Arts, and Senior Vice-Principal. He was then successively Principal of Royal Holloway and Bedford New College, University of London, and Vice-Chancellor of the University of Liverpool. He was President of Universities UK from 2005-7. He has been involved in business and University interaction and in economic regeneration as a member of the CBI’s Science and Innovation Committee, as Chair of the Northern Innovation and Industry Group, and as Chair of the Liverpool ‘European Capital of Culture’ Company. In 2008 he was commissioned by the then UK government to write a report on the internationalisation of Higher Education, and from 2008 to 2011 was a consultant on internationalisation to Universities both in the UK and overseas. He chairs the i-Graduate Group and within that the Observatory on Borderless Education.

He is a founding editor of the journal Romanticism, was the academic editor of the Byron Journal, has served on editorial boards of academic journals in Italy and Germany as well as the UK, is the author of ‘Byron’ in the Writers and their Work series, and the contributing editor of the Cambridge Companion to Lord Byron.  He is a Fellow of the Royal Society of Edinburgh.

Paul Courant, Harold T. Shapiro Collegiate Professor of Public Policy, University of Michigan

Paul CourantPaul Courant is the Harold T. Shapiro Collegiate Professor of Public Policy, Arthur F. Thurnau Professor, professor of economics, and professor of information at the University of Michigan. Courant has served as provost and executive vice president for academic affairs, as university librarian and dean of libraries, as associate provost for academic and budgetary affairs, as chair of the Department of Economics, and as director of the Institute of Public Policy Studies (predecessor of the Gerald R. Ford School of Public Policy). He served as a senior staff economist at the Council of Economic Advisers from 1979 to 1980.

Courant has authored half a dozen books, and over seventy papers covering a broad range of topics in economics and public policy, including tax policy, state and local economic development, gender differences in pay, housing, radon and public health, relationships between economic growth and environmental policy, and university budgeting systems. More recently, his academic work has considered the economics of universities, the economics of libraries and archives, and the effects of new information technologies and other disruptions on scholarship, scholarly publication, and academic libraries, with an eye to developing intellectual property policies that will work well in the digital age.  He was a founding board member of both the HathiTrust Digital Library and the Digital Public Library of America, and serves on several other nonprofit boards, including the Council for Library and Information Resources, ARTstor and the DuraSpace Foundation. He is also a member of the Advisory Board of the Authors Alliance. 

Courant holds a BA in history from Swarthmore College (1968); an MA in economics from Princeton University (1973); and a PhD in economics from Princeton University (1974).

Mike Furlough, Executive Director, HathiTrust

Mike FurloughMike Furlough is Executive Director of HathiTrust Digital Library.  Furlough leads an organization that includes over 90 academic and research institutions working to transform scholarship and research in the 21st century. The partnering institutions currently own and maintain a trusted digital repository of more than 11 million volumes, digitized from partner library collections and other sources. The repository has become a unique preservation and access platform, supporting cutting-edge initiatives in open access, copyright review (the Copyright Review Management System), computational research (the HathiTrust Research Center), and a broad effort to expand access to US federal government documents, among others.

Furlough’s research has focused on how libraries and universities develop organizational support for emerging scholarly communication practices. He has presented work at the Digital Library Federation Forum, the American Association of University Presses, the Charleston Conference, the Bloomsbury Conference, and Educause, among others. His most recent research project was  “Fit for Purpose: Developing Business Cases for New Services in Research Libraries,” sponsored by the Council on Library and Information Resources, and published by MediaCommons Press.  Getting the Word Out: Academic Libraries as Scholarly Publishers, co-edited with Maria Bonn, will be published by ACRL in 2014. From 2011-2013 he served as faculty for the ARL/DLF/Duraspace E-Science Institute.

Furlough studied English and American Literature at the University of Virginia.  After joining the University of Virginia Library in 1997 he led the GeoStat lab, initiating support for GIS in digital humanities research, and later led planning for and development of the Scholar’s Lab.  From 2006-2014 served as Assistant and later Associate Dean for Research and Scholarly Communications at Penn State University Libraries, where he led content stewardship services that support the life cycle of scholarly production.

Kevin M. Guthrie, President, ITHAKA

Kevin GuthrieKevin M. Guthrie is an executive and entrepreneur with expertise in high technology and not-for-profit management. Kevin was the founding president of JSTOR (1995) and Ithaka (2004). JSTOR and Ithaka merged in January 2010 to form a new organization (ITHAKA) with a mission to help the academic community use digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways. ITHAKA provides three externally facing services: JSTOR, the research, teaching and learning platform, Portico, the digital preservation service, and Ithaka S+R, the strategy and research enterprise focused on helping the scholarly community make a successful and sustainable transition to digital and network technologies. ITHAKA has offices in New York, NY, Princeton, NJ, and Ann Arbor, MI.

Previously Kevin started his own software development company serving the needs of college and professional football teams, and later served as a research associate at The Andrew W. Mellon Foundation, where he authored The New-York Historical Society:  Lessons from One Nonprofit's Long Struggle for Survival (Jossey Bass). His diverse background also includes experience as a professional football player, a sports broadcaster and producer, and a consultant for an Oscar-winning motion picture. 

Kevin holds a BSE in Civil Engineering from Princeton University and a Masters in Business Administration from Columbia University. He lives in New York City with his wife, Sari Chang, and their three children. 

Constance Malpas, Program Officer, OCLC Research

Constance MalpasConstance Malpas is a program officer in OCLC Research, working with the OCLC Research Library Partnership. Previously, she worked from RLG’s New York office, managing relationships with partner institutions in the US and Europe. She has a special interest in knowledge organization and research practices in the sciences, a topic on which she has published and presented internationally. Her current program responsibilities are focused on mass digitization and the collective collection, managing a range of collaborative efforts to measure—and shape—the outcomes of large-scale print conversion projects.



James Neal, Vice President of Information Services and University Librarian, Columbia University

James G. NealJim Neal is the vice president for information services and university librarian at Columbia University, providing leadership for university academic computing and a system of 22 libraries. He is a member of the OCLC Board of Trustees, serves on the Council and Executive Board of the American Library Association and recently completed a three-year term as ALA Treasurer. He has also participated on numerous international, national and state professional committees, and is an active member of the International Federation of Library Associations (IFLA). He has been on the board of the ReCAP consortium, the shelving facility shared by Columbia, NYPL, and Princeton, serving as president from 2004 to the present. 

Neal is a frequent speaker at national and international conferences, consultant and published author, with focuses in the areas of scholarly communication, intellectual property, digital library programs and library cooperation. He has served on the scholarly communication committees of ARL and ACRL, as chair of the Steering Committee of SPARC (the Scholarly Publishing and Academic Resources Coalition) and is on the board of the Columbia University Press. He has represented the American library community in testimony on copyright matters before Congressional committees and worked on copyright policy and advisory groups for universities and for professional and higher education associations. He was selected the 1997 Academic Librarian of the Year by the Association of College and Research Libraries and was the 2007 recipient of ALA’s Hugh Atkinson Memorial Award and the 2009 ALA Melvil Dewey Medal Award. In 2010, he received the honorary doctor of laws degree from the University of Alberta.

Bernard Reilly, President, Center for Research Libraries

Bernard ReillyBernard F. Reilly is president of the Center for Research Libraries, a consortium of US and Canadian universities, colleges and independent research libraries, devoted to supporting advanced research in the humanities, sciences and social sciences. Reilly was previously director of research and access at the Chicago History Museum (CHM), where he directed digitization and dissemination of the CHM library; archives; and architecture, audio, television and pictorial collections. From 1987 until 1997 he was head of the Curatorial Section in the Prints and Photographs Division of the Library of Congress.




Debby Shorley, Research Consultant

Debby ShorleyDebby Shorley was until recently  Scholarly Communications Adviser at Imperial College London, where she held the post of Director of Library Services until 2012. She is Head of the United Kingdom Research Reserve (UKRR) and is a frequent contributor to national and international conferences. She was awarded the Library Association Centenary Medal in 1998, served as President of the Chartered Institute of Library & Information Professionals in 2005-2006.  Debby co-edited with Michael Jubb The Future of Scholarly Communications, published in 2013 by Facet.




Thomas Teper, Associate University Librarian for Collections and Technical Services, University of Illinois

Thomas TeperThomas Teper is the Associate University Librarian for Collections and Technical Services and Associate Dean of Libraries at the University of Illinois at Urbana-Champaign (UIUC). In that position, Prof. Teper oversees acquisitions, coordinates collection development and management activities, oversees technical services activities, and works closely with representatives from consortial partners at the University, state, and regional level. Prior to joining the Library’s administrative team, Prof. Teper served as the University Library’s first Head of Preservation, overseeing the early development of its preservation program and eventually being named as the first John “Bud” Velde Professor for Library Preservation. Prof. Teper’s other experience in libraries includes work for the University of Kentucky and pre-professional work at the University of Pittsburgh, the Carnegie Library of Pittsburgh, the U.S. Holocaust Memorial Museum, and The College of Wooster. He has been published and presented on topics related to preservation, collection development, and consortial relations and is currently engaged as Chair of the HathiTrust’s Print Monograph Archive Planning Group.


Sarah Thomas, Vice President for the Harvard Library, Harvard University

Sarah ThomasSarah Thomas joined Harvard as vice president for the Harvard Library in August 2013. In this role, she has overall responsibility for the Harvard Library in close collaboration with the Library Board, the Faculty Advisory Council and the Library Leadership Team. Thomas also serves as the Roy E. Larsen Librarian for the Faculty of Arts and Sciences. She previously served as Bodley’s Librarian and director of the Bodleian Libraries—the first woman and non-British citizen to hold the position—as well as pro-vice-chancellor and member of the faculty of modern languages at the University of Oxford.

Previous to Oxford, Thomas was the Carl A. Kroch University Librarian at Cornell. She was elected to the American Academy of Arts and Sciences in 2014. Thomas served as the president of the Association of Research Libraries, and also held posts at the Library of Congress, where she led in the establishment of the Program for Cooperative Cataloging, the National Agricultural Library, the Research Libraries Group at Stanford University and Harvard’s Widener Library, among other positions.

Robert Wolven, Associate University Librarian for Bibliographic Services and Collection Development, Columbia University

Robert WolvenRobert Wolven is Associate University Librarian for Bibliographic Services and Collection Development at Columbia University Libraries.  He is a frequent speaker and writer on issues related to digital content, metadata, and technical services in libraries, and has served on planning and advisory groups for the Library of Congress, Digital Library Federation, the HathiTrust and OCLC among others.  He is co-chair of the American Library Association’s Working Group on Digital Content and Libraries and a member of the HathiTrust Board of Governors.