Don’t Stop Believin’...The LOCR Journey

ABC Copyright Conference

May 27, 2016

Stephanie Orfano | Graeme Slaght Copyright Outreach Librarians

Scholarly Communications & Copyright Office, UTL

The LOCR Journey

LOCR Implementation at U of T

Project vs. Change Management

2014-2015 Workflow and context

Computer Supported Cooperative Work

IT project structure

A closer at LOCR

Training

Communication

LOCR (Library Course Reserves Module) Implementation

An IT project that is also a change management project

LOCR (Library Course Reserves Module) Implementation

Infrastructure + People

2014-2015 Workflow

Electronic Reserve Service Models

Computer Supported Cooperative Work

“Well-designed work materialsbecome integrated into the waypeople think, see, and controlactivities, part of the distributedsystem of cognitive control.”

Computer Supported Cooperative Work

People like and naturally esta-blish structures

These structures require ongoing maintenance

People off-load effort onto these structures whenever they can

This load balancing results in improved performance, especially for groups

Computer Mediated Cooperative Work

Value of “speaking out loud”

Monitoring

Trust

Time and Dependency

2015-2016: E pluribus unum

Approx. 30 library staff in various departments using LOCR

– Does not include students assisting in

scanning

Queens: 15 staff

Ryerson: 10 staff (seasonal)

– Not including students

Systems development life cycle (SDLC)

Initiation

System

Concept

Development

Planning

Requirement

Analysis

Design

Development

Integration

and Test

Implementation

Operations &

Maintenance

Close-out

US Department of Justice (2003). INFORMATION RESOURCES

MANAGEMENT Chapter 1. Introduction:

https://www.justice.gov/archive/jmd/irm/lifecycle/ch1.htm#para1.2

LOCR implementation life cycle

Initiation

System

Concept

Development

Planning

Requirement

Analysis

Design

Development

Integration

and Test

Implemen-

tation

Operations

&

Maintenance

Close-out

E-reserves working

group formed in 2014 to

select new system.

March 2015: LOCR

selected

April 2015: LOCR

Code acquired.

Development

begins

May - July 2015 August 2015 -- present

Ongoing

staff training

Branded as Library Course

Reserves

Available on Blackboard

‘My Page’

Instructor/student courses

listed

Library Course Reserves Module

Student perspective

Instructor perspective

Ability to

toggle

Ability to

add items

The challenge: wearing two hats

Staff working in system must enter in material

from the faculty view

Summon search capability

Syllabus is received in

syllabus.service@library.utoronto.ca

Ticket created in JIRA

Library labels assigned to ticket

Individual assigned to ticket

Assignee contacts

instructor, notifying them

that syllabus was received

Assignee adds course and all

items from syllabus into LOCR

SCCO checks copyright

All items are processed

Assignee contacts instructor to

inform them that work is done

& directs instructor to LOCR

Ticket on JIRA is closed

Add Course

Add items into course

Copyright verified

(Book excerpts,

webpages)

Items processed (linking,

scanning, reserves) &

made active for students

LOCR

Physical items,

articles, media

Copyright determination

Training Plan

User Guide: bit.ly/1WfFPgo

Mock Syllabus

How:

– Classroom environment unsuccessful

– Small group sessions (3 people max)

• Additional 2-3 visits sometimes needed

Communication: Liaison Librarians

Face-to-face communication

Informational package

Communication: Instructors

Webpage updates

Newsletters

Centre for Teaching Support and Innovation (CTSI): basic training

Coming soon: short videos

https://onesearch.library.utoronto.ca/copyright/course-reserves-

and-syllabus-service

Communication: Students

Webpage updates

Coming soon: short videos

https://onesearch.library.utoronto.ca/course-reserves

Takeaways

A lot accomplished in short timeline

More streamlined workflow

Open source ≠ free

Throw on a project management hat early

Thank you!

Noun Project Image Credits

Created by Alfredo

Hernandez

Plus by Naomi

Atkinson

Network by

Brennan Novak

Created by foctor[e]

design initiative

Report Page by

Alfredo Hernandez

Development

by Lemon Liu

Checklist By Evan

Shuster

OKAY by Luis

Prado

Writing By Creative

Stall

Tools By Creative

Stall

Gear By Andrew

Searles

Check Mark

By Cengiz SARI

Network by Lorena

Salagre