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• So far, CUL's sustainability planning efforts focused on arXiv's operational budget to support the core services and arXiv's strengths in order to stay mission-centric. How can we move beyond the current sustainability model that focuses on operations to a strategic plan for arXiv's further development and innovation?  Beyond the 2013 Roadmap, we would like to set a 3-5 year strategic plan for arXiv (encompassing all aspects of arXiv including user support, IT, moderation, etc.). Do you recommend any strategies or tools in setting priorities and assessing collaboration models?  Do you know of any successful models we can learn from? We also need to find additional funds but we want this goal to be driven by an agenda.
• Based on your knowledge of arXiv, its principles, and the repository ecology, do you have any recommended R&D areas that we should be focusing on?
• arXiv is approached on a regular basis by outside groups asking for advice or special services. Sometimes the assistance requested is minor, but often it would require devoting some amount of staff effort. We need guidelines for determining under what circumstances we will allocate resources in order to collaborate with an outside organization. We would like to develop a methodology to guide us make decisions about potential working collaborations with outside groups.  Do you have any recommendations?

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