Strategic Directions

Shared Print Journal Program Collaboration

Strategic Directions 2017-2021

To advance our vision and mission, we agree to pursue the following strategic directions together over the next five years:

Collection Growth

  1. To establish milestones for collection growth and retention including adding titles and copies to the shared collection for high overlap titles, and establishing policies and procedures for preserving copies of journal titles that are scarcely held.
    1. New titles. In five years, our programs will commit to retain 100,000 new print journal backfiles. As of 2016, our programs have retained approximately 45,000 journal backfiles.
    2. Number of Copies. Our programs seek to achieve an appropriate balance between breadth of collection versus redundancy in accelerating the pace of archiving new titles.  An initial goal of 3 copies retained of each print journal backfile, ideally geographically distributed, will serve as a measure to guide community and program decisions.  This figure is neither a minimum nor a maximum and will be assessed in five years. 
    3. Last Copy Agreement. Our programs will adopt a last copy agreement to provide guidance to libraries about what to do when a last or scarcely held backfile is detected in a collection. The agreement will provide guidance on due diligence research, on retention in place, and on avenues for depositing with a storage facility that is able and willing to receive such backfiles. 
    4. Last Copy Initiative. Our programs will seek to identify, coordinate and secure retention commitments to titles with fewer than three copies in WorldCat. Our programs will explore decision-making, at scale, with reports of scarcely held titles from WorldCat and proposals to member libraries.

Shared Policies or Guidelines

  1. To align operational policies for registration of retention commitments, preservation actions, discovery of, and access to shared print journal collections.
    1. Our programs will adopt a Reciprocal Retention Agreement.  All participants in the Rosemont Alliance agree and affirm that all holdings retained by their respective programs are also retained under the Rosemont Shared Print Alliance and, by definition, subject to the Rosemont shared policies or guidelines, including the Access Principles.
    2. Our programs will adopt a common metadata standard to disclose retention commitments and preservation actions. This includes policy for recording retention commitments, program attributes, and the outcomes of preservation actions in MARC Holdings records as well as policy to ensure records are provided to and integrate with resource sharing, discovery, registry and collections analysis systems. The standard will provide common guidelines for disclosing retention commitments in OCLC WorldCat and other print journal registries, as appropriate.
    3. Our programs will adopt validation guidelines to describe expected actions and outcomes when completeness and condition are reviewed at the volume level.
    4. Our programs will adopt common access guidelines for patrons who seek to use the original print content.
    5. Our programs will establish basic expectations and guidelines for filling gaps in shared print journal collections.

Engagement with other programs

  1. To engage with other shared print programs to share information, expertise and to coordinate strategies.
  2. To develop a participation model and eventually engage other groups in this cross-regional program.

Investigate decision support tool options

  1. Develop functional requirements and potential workflows for a Rosemont analysis/decision support process, including existing capabilities (AGUA, JRNL, PAPR, etc.)
    1. Investigate gap analysis of existing software capabilities
    2. Diagram dependencies, overlap, and potential to connect existing tools
  1. Consider the business case for potential workflows
    1. Establish minimum requirements
      1. Types of Input data
    2. Establish a business plan

Monitor the development of, and advocate for, improved infrastructure for shared print

  1. Formulate a plan to ensure that Rosemont maintains input on these developments

Storage Partners:

  1. Our programs will develop donations/transfer guidelines and facility profiles with avenues to deposit with a storage facility that is able and willing to receive serials backfiles.
  2. Identify storage partners who would be willing to consider taking in titles (e.g., last copies or retentions from withdrawing members).



Revised June 11, 2019