On November 20th, 2020, the CC-PLUS project did a webinar update for the ICOLC community, providing and update on progress, a demo, and a glimpse of future plans for the project. Video of the presentation is below and slides can be found here.
Significant progress has been made on the development of CC-PLUS. A demo of the current system, which includes ten pilot institutions/consortia, was shown to the Steering Committee. Users of the software can bring in users, providers, and institutions, and the institutions can be clustered by groups or types (such as Carnegie Classification). Reports can be automatically harvested each month or manually harvested if the time period has passed. Institutions can have manager-level accounts to share some responsibility with the consortium’s central office. Flexible reporting is available as well.
Development directions under consideration include a web-based version of CC-PLUS that will harvest data and create downloadable reports without long-term data storage (similar to COUNTER’s need for a tool), integrating data from external sources like the GOKb service to enhance CC-PLUS data, more extensive data visualizations, incorporating non-COUNTER R5 data and/or providing a transformation service for R4 data, automated checks for restated data, and an API to make data within the CC-PLUS database available to other services. There is a planned request to extend this project through June 30, 2021.
The Steering Committee had a discussion about the future framing of CC-PLUS and its associated community. Active code development and a sustainable governance structure are deeply important to this program’s success. Its strength is as an open source solution for gathering usage statistics, but high levels of use, partnerships/integrations, and supporting tools will be important to building and maintaining an active community with the resources needed for the software and any associated services. There is also a valued role of such a community in advocating for COUNTER compliance and gathering information for the practical application of the standard and to inform future development of the standard. It was suggested that the governance could have a similar structure to that of COUNTER, with layers of committees from the technical to the administrative. Ongoing maintenance of any implementation of this software should not be underestimated, due to the demands of managing a usage statistics program. Intentional commitments and shared goals will be important to sustaining CC-PLUS as it emerges into its next stage.
The development focus is on the front end of the software now, and the UX Developer is building out the pages more fully. The goal is to have all basic pages able to display data by the ICOLC meeting in April. The demonstration server is now automatically harvesting eight vendors’ data: ACS, BioOne, OUP, MUSE, Sage, T&F, Wiley, and JSTOR. All four master reports (TR, PR, DR, and IR) are being harvested, subject to their availability from the vendors.
There has been significant interest in the upcoming CC-PLUS pilot, and the planned pilot participants will be finalized and invited soon. The goal is to cover all typical use cases (individual library, self-hosting consortium, hosted consortium, ConsortiaManager users, etc.).
Governance in place is for project, but bylaws that establish the way the community should function will be important to the project’s future and sustainability. A draft of bylaws will be prepared for the next Advisory Board meeting. A draft of a possible MOU was also presented to the Advisory Board to start a conversation about a more formal relationship between CC-PLUS and COUNTER.
A presentation about CC-PLUS is on the ICOLC April meeting agenda. This will an opportunity to provide an update on the work of the project and check in with the larger community for feedback.
The CC-PLUS project is nearing the completion of the first year of its current two year IMLS-funded project grant. The grant project is scheduled to end in September 2020.
The Product Management Team has built an extensive list of requirements that will be used as the project is developed. Wireframe mock-ups of the interface were shared with the Steering Committee, and planning for a pilot/road test will be discussed soon. The UX Developer originally contracted for this project has stepped away due to other commitments, and a new contractor is being recruited for this role.
Lorraine Estelle provided an update about the development of the COUNTER consortial tool, which is still in progress, noting that the annual COUNTER survey had highlighted the great need consortia have for these tools. Jo Lambert shared a draft letter about COUNTER R5 that would encourage publishers and content providers to achieve compliance with the Steering Committee.
The Steering Committee had an initial discussion about opportunities and challenges related to the future CC-PLUS business model, such as the sustainability of the community and tools being created, a long-term home for the project and software, and service providers and funding models. The conversation included developing a common understanding of the vision of CC-PLUS, the expectations and roles of the community after the grant has concluded, and explored sustainability options and possible roles for ICOLC or other organizations.
CC-PLUS Advisory Board members voted to approve a formal partnership with ConsortiaManager, and Tejs Grevstad joined the group for their meeting on August 1, 2019. The Product Management Team has developed personas to guide defining requirements, including consortial staff member, e-resources librarian, library administrator, and systems administrator. It has been proposed to add a consortia board or collection development committee member, who would need to be able to see all libraries’ data. The Project Management Team has also developed draft mock-ups for the opening page, reports section, and profiles. Restated data is the next area for their discussion. The Advisory Board is currently voting on whether or not the Apache 2.0 open source software license will be used for CC-PLUS.
The CC-PLUS project has hired its technical team, including Gretchen Gueguen, Project Coordinator, Scott Ross, Lead Application Developer, and Rachel Maderik, UX Developer.
The CC-PLUS Steering Committee held a meeting today, May 30, 2019. Rachel Maderik, the new UX Developer, was introduced to the committee.
Gretchen Gueguen provided a project update, including that Sarah Probst from ConnectNY will co-chair the Project Management Team, there are follow up meetings scheduled to conduct in-depth requirements development, and the team has decided to focus on COUNTER Release 5 and has selected Oxford University Press and ScienceDirect/Elsevier as the first vendors to work with as they are already producing COUNTER Release 5 compliant reports.
The committee discussed a possible collaboration with ConsortiaManager. There may be good opportunities around API development, and a future proposal is anticipated.
The committee discussed the license for the software, as a decision is needed soon. The prototype is currently released under a GPL v. 3 license. Other options being considered are Apache 2.0 and MIT. The advantage of using an Apache 2.0 license would be that CC-PLUS would be in line with other similar initiatives. Jill will send out a vote to the committee.
The committee discussed the possibility of membership in the Open Library Foundation and other options for community infrastructure support that currently exist. There was consensus that there would be value in talking with other open source communities about their experience and process. Pam Jones will review the business model needs assessment created previously, and Jo Lambert and John Stephens will also assist Pam with discussions on the future sustainable business model needed for CC-PLUS.
Are you looking to be a part of an exciting new community-owned software initiative, empowering libraries and consortia to make better decisions?
PALCI is seeking applicants for two exciting part-time, remote work, contract positions working on the collaborative CC-PLUS project. Interested applicants can read more, here:
1) CC-PLUS Project Coordinator: Jan. 2019 – Sept. 2020; 24-35 hours per month
2) CC-PLUS Project User Interface and Usability Developer: Jan. 2019 – Sept. 2020; 10-20 hours per month (up to 300 hours total)
Positions remain open until filled, with first consideration given to applications received by December 19, 2018. Compensation is competitive and commensurate with experience.
Questions? Contact Jill Morris (email@example.com).
FOR IMMEDIATE RELEASE: December 5, 2018
Pennsylvania Academic Library Consortium, Inc. and Consortium Partners
Media Contact: Jill Morris, PALCI Associate Director, (215) 567-1755 ext. 2, firstname.lastname@example.org
Second Round of IMLS Funding Awarded to Consortial Usage Statistics Software Project
PALCI and partners are collaborating on an open source platform for library consortia usage statistics
Drexel Hill, PA: The Pennsylvania Academic Library Consortium, Inc. (PALCI) and seven partnering international library consortia (CDL, Couperin, CRKN, Jisc, SCELC, USMAI, and VIVA) are pleased to announce their selection as recipients of an Institute of Museum and Library Services (IMLS) National Leadership Grant in the amount of $247,500. The project, entitled “Establishing a Cloud-Based Consortial Platform for Library Usage Statistics (CC-PLUS),” is a two-year initiative which began October 1, 2018.
CC-PLUS is an open source platform enabling consortia worldwide to manage their libraries’ usage data through a single interface, automate their data harvesting, and make data-informed decisions regarding their investments in electronic resources. This project came directly from conversations within the International Coalition of Library Consortia (ICOLC) community, and is an extension of a one-year IMLS planning grant PALCI received in 2017 to create a prototype version of the platform.
With this additional funding, PALCI and its partners will further develop the platform, including the addition of ebook and database usage data, improving the user interface design, investigating journal title and package integration, and creating robust user documentation. The team will also develop the business models, infrastructure, and community awareness necessary to establish a production-ready usage statistics tool supporting consortia and libraries with data-driven decisions for effective stewardship of library content.
“This project aims to increase libraries’ effectiveness in issues related to usage data,” said Cathy Wilt, Executive Director of PALCI. “The availability of a shared, open source usage data platform will result in libraries and consortia positioned to serve as exemplary stewards, empowered to make better-informed investments in electronic resources.”
About Pennsylvania Academic Library Consortium, Inc.
PALCI (legally named the Pennsylvania Academic Library Consortium, Inc.) was formed in 1996 as a grassroots federation of 35 academic libraries in the Commonwealth of Pennsylvania. Today, the PALCI membership consists of nearly 70 academic and research libraries, private and public, in Pennsylvania, New Jersey, New York, and West Virginia. PALCI’s mission is to build access to our shared collections through collaboration among academic libraries in Pennsylvania and the neighboring states. PALCI Members serve over 800,000 students, faculty, and staff, through a variety of programs including the highly-regarded E-ZBorrow resource sharing service. PALCI also serves as the home for PA Digital, the Pennsylvania hub on the Digital Public Library of America, and the new Affordable Learning PA program, creating a community of practice for open textbooks and related educational resources. To learn more, visit: http://palci.org.
The Institute of Museum and Library Services is the primary source of federal support for the nation’s libraries and museums. We advance, support, and empower America’s museums, libraries, and related organizations through grantmaking, research, and policy development. Our vision is a nation where museums and libraries work together to transform the lives of individuals and communities. To learn more, visit www.imls.gov and follow us on Facebook and Twitter.
We’re pleased to share our CC-PLUS Final Report, delivered via webinar to the ICOLC community on Wednesday, May 16. The recording and slides are available below:
CC-PLUS Final Report Webinar: Watch Recording
CC-PLUS Final Report Slide Deck: Download slides
CC-PLUS Prototype: Access the project on GitHub
The community is in the process of applying for another round of IMLS funding through the National Leadership Grants for Libraries Program in the National Digital Platform category. If you’re interested in supporting the community with this project, please consider writing us a letter of support. Contact email@example.com to receive a template for the letter. You can read more about the project in our Preliminary Proposal to IMLS (2018-20).
Additionally, if you’d like to be involved with testing, whether a locally-installed instance or a hosted version, please contact Jill Morris, CC-PLUS Project Director (firstname.lastname@example.org).