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Chatham House Transforms Its Library Into a Full Institutional Repository with Soutron

The Royal Institute of International Affairs, more commonly known as Chatham House moved from a legacy library system to a Soutron platform that now manages its library catalog, research projects, archive, publications workflow and multimedia records across the entire organization.

Chatham House - The Royal Institute of International Affairs

How Soutron Helps Special Libraries Expand Beyond Cataloging to Support the Whole Organization

Chatham House needed more than a library management system. It needed a platform flexible enough to handle records, information and archive management across multiple media formats and departments. In six years, Soutron grew from a library catalog into an institutional repository that automates publishing workflows, tracks research grants, embeds multimedia and integrates the library into the work of the whole organization.




Introduction

The mission of the Royal Institute of International Affairs, more commonly known as Chatham House, is to help governments and society build a sustainably secure, prosperous, and just world. The organization pursues that mission through dialogue, analysis, and solutions-based ideas, and by empowering the next generation to build a better world.

The Library and Information Services team at Chatham House supports that mission by facilitating access to a wide range of information resources to both staff, members of the Institute, and the wider public. It also helps the business, as a whole, with advice and support on information and records management which has been possible with the power and flexibility offered by Soutron.

David Bates Chatham House

“Since bringing Soutron onboard, the software has saved our library team huge amounts of time.”

David Bates

Library and Information Services Manager




Objectives

Chatham House Library When David Bates, the Head of the Library, arrived at Chatham House he inherited a legacy system that simply wasn’t able to handle the work of a modern special library. He asked Binni Brynolf, the Digital Resources Librarian, to look for a system which in addition to being able to run a library would also be able to handle records, information and archive management and adapt to multiple media formats.

After an extensive search, Soutron was identified as being the only software that met the Institute’s requirements.


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Key Outcomes

  • A legacy system replaced with the only software that met all of Chatham House’s requirements. After an extensive search, Soutron was identified as the only platform able to handle library, records, information and archive management across multiple media formats in a single system.
  • 1,400 Expert Comments automatically captured, cataloged and published. Working with Soutron, the library automated the daily import of XML files from the Chatham House server, mapping metadata to newly created fields and publishing content to the Search Portal without manual intervention.
  • The library integrated into the Publications Team workflow. By embedding PDFs of research reports and creating Digital Object Identifiers for published output, the library is now guaranteed to receive every report at the point of publication and manages permission requests for reuse of the Institute’s research.
  • A research projects database built to track grant applications across the organization. Using Soutron’s flexible database, the library created a central resource for the Research Partnerships team to track current and past grant applications, ongoing projects and completion dates, replacing departmental silos and expanding the library’s role across the organization.

Solution

Since 2016, Binni has led the work on making the most of Soutron’s features through a number of projects:

  • Over the last few years Chatham House has grown considerably in size and so have the number of research projects undertaken.
  • A Research Partnerships team was formed with the task of coordinating applications and information about projects which had previously been held in departmental silos. 
  • The Library supported this work when Binni worked with them, using Soutron to create a database of research projects which could be accessed by staff.
  • This enabled the Institute to track both current and past grant applications, ongoing projects and their progress, and the date at which projects were completed.

Binni Brynolf Chatham House The project also helped shift people’s perceptions of what the Library Team could offer to the Institute.

As an increasing amount of the Institute’s output became born-digital, the ability to embed the PDFs of the Institute’s Research Reports and Briefings in catalog records immediately made them more accessible.

Over the longer term this has led to a closer relationship with the Publications Team who wanted to create Digital Object Identifiers (DOIs) for the Institute’s published output to make it more accessible over the longer term and easier for external authors to cite.

The result of the work on this is that the Library is now integrated into the workflow of the Publications Team which guarantees that the Library receives a copy of every single report at the point of publication.

Leading on from this, the Publications Team have since approached the Library to build on this work by enabling them to attach publication contracts to the relevant records which will help them manage permission requests for reuse of the Institute’s research.

In addition to the Institute’s formal publications, since 2008 Chatham House has been publishing Expert Comments on its website.

These are contemporaneous comments on issues of the day, however there are a lot of them. Binni investigated if there was a way of automatically capturing and cataloging both the existing 1,400 Comments and new ones going forward. Working with Soutron, they identified a way forward.

To automate the workflow, an XML file is exported daily from the Chatham House server into the library’s FTP server. By mapping the metadata contained in the XML file to newly created metadata fields in Soutron, the import of the research information is easily accomplished, and the material is automatically published on the library’s Search Portal.

This process is completely automated whilst providing Binni the opportunity to review and top and tail specific ones when applicable.

Summary

Chatham House Welcome Chatham House is very well known for the number and variety of major international figures who speak at Members’ Events.

The Library took over the responsibility for acquiring transcripts of these events, many of these events are now livestreamed and made available on the Institute’s YouTube channel. As well as being able to attach a PDF of the transcript it’s also possible to embed the YouTube video in the catalog record, providing users with the greatest possible access to events.

In conclusion, in the six years since Chatham House acquired Soutron, the Library team has taken it from being simply a library catalog to also being an institutional repository with multimedia embedded into the records, a tool for managing the Institute’s archive, and working across departments to support a number of business functions within the organization.

Despite this progress, the Library team is well aware that it’s not yet making the most of Soutron’s capabilities although they’re looking forward to doing so over the next few years.

To learn more about Chatham House, their mission, publications and new policy ideas, explore their website:
www.chathamhouse.org

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Frequently Asked Questions

Can Soutron be used as an institutional repository as well as a library management system?

Yes. Chatham House took Soutron from a standard library catalog to a full institutional repository over six years. The platform now manages the library catalog, research project tracking, archive management, automated publishing workflows and multimedia records including embedded YouTube videos. Soutron's flexibility meant the library could expand its role across the organization without changing systems.

Can Soutron automate the cataloging and publishing of born-digital research content?

Yes. Chatham House worked with Soutron to automate the daily import of Expert Comments from its server using an XML export. Metadata from the XML file is mapped to fields in Soutron and content is published automatically to the library's Search Portal, with the option for the librarian to review and edit specific records where needed. This process replaced manual cataloging of over 1,400 existing comments and continues to handle new ones going forward.

How can a special library use Soutron to support departments outside the library itself?

Soutron's flexible database can be configured to support business functions across an organization, not just library workflows. At Chatham House, the library used Soutron to build a research projects database for the Research Partnerships team, tracking grant applications, ongoing projects and completion dates. The library also integrated into the Publications Team workflow to manage DOIs, permission requests and publication contracts, expanding its value across the whole organization.

Can Soutron embed multimedia content such as video directly into catalog records?

Yes. Chatham House embeds YouTube videos of livestreamed events directly into catalog records alongside PDF transcripts, giving users the fullest possible access to content from major international speakers. The ability to attach and embed multiple media formats in a single record is a core part of how the library now serves both staff and the wider public.

About the Author
The Soutron editorial team covers archive, library and information management for specialist organizations. Our writers work alongside our product and client teams to make sure everything we publish reflects real-world practice, drawn from over 40 years of experience in the industry.
Soutron Editorial Team