Merging Shared Print Organizations

See also the Governance Structure, and the Partnership PAN and Quarterly Reports

Volunteers Needed!

As the merger of the Rosemont Shared Print Alliance and Partnership for Shared Book Collections moves into its next phase, the joint Executive committees are establishing a bridge-year Executive Committee for the merged organization – the Shared Print Partnership (SPP) – to govern and lead the merged entity in its first year as a new organization.  More information for this call for nominations can be found here. There is also a call for nominations for a Registry Finance and Governance Task Force.

Apply to

Deadline for EC is July 3. Deadline for ODAG Task Force is July 10. Questions to Gwen Bird or Greg Eow

Latest Updates

» Final steps for merger (April/May 2024)

The Merger Implementation Task Force (MITF) sends the final report to the Executive Committees of both organizations. Those committees agree to distill the report findings/recommendations into a shorter Merger Plan summary document, clearly spelling out the problems at hand, proposed actions that seek to resolve those challenges, etc. 

» Phase 3 Completed (March 2024)

In late March, the merger task force worked with our consultant to summarize key conversations and decisions during BQC’s consulting engagement with the Merger and Implementation Task Force (MITF), outline potential paths forward, identify questions for further consideration by the Executive Committees, and offer recommendations for the merger and the future organization.

» Phase 1 in progress (January 2024)

The merger task force had its Phase 1 meeting with the consultant in late January. Phase 1 work included:

  • Analysis of relevant materials 
  • Interview select participants
  • Analysis of interview feedback 
  • Finalize statement of purpose
  • Articulate Value Proposition

The MITF is currently reviewing a draft Statement of Purpose and Value Proposition, which will be presented to the governance groups for the Partnership and Rosemont in the near future.

» Consultant hired (November 2023)

The Executive Committees have accepted a recommendation from the MITF to contract the services of Sarah Faye Cohen of the Big Questions Collaborative to facilitate the work merging the business and operations of the two organizations. In this role Sarah will facilitate discussions and help define structures that will shape the future of shared print collaboration in the US and Canada as the Rosemont Shared Print Alliance and Partnership for Shared Book Collections merge into a single organization. Sarah brings a strong background in strategic facilitation and coaching as well as a deep familiarity with the unique opportunities created when forming a large and diverse collaboration working toward a common goal.

For more information, see the full announcement distributed to members.

» Merger Implementation Task Force formed (August 2023)

The Rosemont and Partnership Executive Committees endorsed the roster for the task force that will guide the work to merge the two organizations. Membership includes two representatives from each of the Executive and Operations Committees for both organizations. Please see the MITF Charge (August 2023) for more information on the scope and responsibilities of this Task Force.

» Rosemont and Partnership Strategic Merger Summit (June 2023)

On June 23, 2023, twenty-eight members of the operations and executive committees from the Rosemont Shared Print Alliance and the Partnership for Shared Book Collections met to discuss the scope and purpose of a new shared print alliance organization made from the merger of Rosemont and the Partnership, as recommended by the Joint Rosemont–Partnership Task Force for Future Strategic Consolidation and approved by the Executive
Committees of those organizations.

A summary of the meeting discussions and outcomes is available in the Shared Print Merger Summit Meeting Synthesis (June 2023).

» Recommendation to create a single federation for shared print activity in the US and Canada (March 2023)

After months of study and collecting input from numerous parties, the Joint Rosemont–Partnership Task Force for Future Strategic Consolidation recommends the Rosemont Shared Print Alliance and the Partnership for Shared Book Collections merge to create a single organization to coordinate further development of shared print collection management and information sharing in the United States and Canada for the foreseeable future. A single coordinating organization supports the missions of both extant organizations more effectively and sustainably than dividing resources. The challenges of ensuring the needs of print journals and print books are both well supported will be addressed in keeping with values of equity, inclusion, and respect for varying points of view and the needs of the material.

For details on this recommendation, see the Report from the Joint Rosemont–Partnership Task Force for Future Strategic Consolidation (March 2023).


In the U.S.-Canada shared print community, there are two organizations that exist to coordinate the activities of individual programs that are focused on the preservation of print material held by libraries. One organization, the Rosemont Shared Print Alliance, addresses needs related to serials and journals and the second, the Partnership for Shared Book Collections, addresses the needs of monographs or books. The two organizations, while focused on different material formats, see significant overlap in interests, concerns, leadership, and membership. A task force charged with investigating these issues recommended the merger of the two organizations, which was ratified by both Executive Committees (see the Report from the Joint Rosemont–Partnership Task Force for Future Strategic Consolidation).

A summit was held to clarify the purpose of the merged organization and to determine next steps toward merger, which included forming a task force of member representatives and hiring an expert to facilitate developing business and governance models.

About the Merger Task Force

A Task Force was formed to guide the implementation of the merger, and is made up of equal representation from the Executive and Operations Committees of both the Partnership and Rosemont. The MITF will work with a consultant to refine the organizational statement of purpose and to define, develop, and document a new business model (see the MITF Charge).

Task Force Members

Aaron KrebeckWashington Research Library ConsortiumWRLCRosemont OC
Anna StrikerCalifornia Digital LibraryUC LibrariesPartnership OC
Gwen BirdSimon Fraser UniversityCOPPULPartnership EC
John BurgerAssociation of Southeastern Research LibrariesASERLRosemont OC
Peggy SeidenSwarthmore College (retired)EAST & HathiTrustPartnership EC
Scott WarrenSyracuse UniversityEASTRosemont EC
Stephen ConnaghanThe Catholic University of AmericaWRLCRosemont EC
Tony FonsecaElms CollegeEASTPartnership OC

Merger Consultant

Sarah Faye Cohen of the Big Questions Collaborative is serving as the consultant to the MITF. Sarah will work with the group to refine the vision and purpose of the new organization and to develop business and governance models that will merge the two organizations into a single federation for shared print activity in the US and Canada.

Project Overview

The project to develop the business and governance models for the new organization is divided into three phases, each with a framing question to be answered:

  1. What is important to us now?
  2. How might we best work together?
  3. What does success look like?
PhaseQuestionActivitiesDeliverablesAnticipated timing
1What is important to us now? – Project kickoff
– Analysis of relevant materials
– Interviews with select participants
– Finalize statement of purpose
– Articulate value proposition
– Formal Project Timeline
– Statement of Purpose
– Value Proposition
December 2023 – January 2024
2How might we best work together? – Portfolio analysis
– Draft funding model
– Exploration of governance models
– Integrated organizational strategy and feedback
– Portfolio analysis including evaluation rubric
– Draft funding model
– Draft organizational strategy
January 2024 – February 2024
3What does success look like? – Develop business model
– SWOT analysis + recommendations for governance and organizational structures
– Launch community feedback process
– Final presentation
– Co-create implementation plan
– Final review
– Business model
– SWOT analysis, recommendations
– Implementation plan
– Final presentation
– Project review
February 2024 – March 2024

Project Timeline

The project is anticipated to run from December 2023 through mid-March 2024. This timeline may change if necessary.

Historical Documents