ocls 4th annual breakfast 2016
TRANSCRIPT
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January 2016
WELCOME
OCLS Power Breakfast
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7:45 a.m. Welcome7:50 a.m. Skills Audit Research Project8:00 a.m. Colleges eBook Consortium Project8:10 a.m. RDA Cataloguing Workflow Project8:20 a.m. eResources Accessibility Research Project (LEAP)8:30 a.m. Digital Learning and OERs Research Project8:40 a.m. OUR Licensing Initiative Project8:45 a.m. Adjournment and Thanks
Agenda
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Skills AuditResearch Project
Lightening Talk by: Tanis Fink, Seneca College
and Jan Dawson, OCLS
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HLLR-OCLS Skills Audit ProjectUpdate as of January 2016
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Objective
the taskforce is a short-term group struck to facilitate the process of a Skills Audit Research Project
The skills audit is a survey of library-related expertise of the college libraries staff to:
1) identify individuals with particular expertise for consortial opportunities, and
2) identify staff/professional development interests
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Scope
Define the extent and requirements of the project
Identify possible best practices, methods, and projects from other library organizations for such a skills audit
Develop an RFQ and select a consultant to undertake the investigation
Provide guidance to the consultant in the development of the skills audit survey tool and implementation of a staff skills database
Work with the consultant to successfully communicate to the membership the scope and progress of the project
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Task force
Pamela Drayson (Durham College)
Tanis Fink (Seneca College) David Luinstra (Sir Sandford Fleming College)
Jan Dawson (OCLS)
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Progress
Task force terms of reference developed
RFQ developed Applications evaluated Consultant selected (Corbin Partners)
Environmental scan completed Database model selected
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Underway
Draft & pilot skills audit questions
Finalize audit survey Invite open participation of HLLR members
Populate skills database Provide preliminary analysis of results to HLLR
Provide final report and database
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Thank you
Survey coming soon Please encourage your staff to participate
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Colleges eBook Consortia Project
Lightening Talk by: Danielle Emon, Loyalist College
and Thomas Guignard, OCLS
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Ontario Colleges eBook Consortium Project
Status report
Danielle Emon – Loyalist College – Chair, Metadata Working GroupThomas Guignard – OCLS – Project Manager
OCLS Breakfast, OLA Super conference, January 29, 2016
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Project status2014 2015 2016
Cont
ent
Infra
stru
ctur
e eBook Project (Phase 2)
2013
…
Existing collection
licensing managementmetadata management
…
eBook Project (Phase 1)
funding request
now
2017
marketing & trainingsurveys
Consortium
governance
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Consortium infrastructureSelection + acquisition workflowMarketing
Staff trainingGovernance structureMetadata workflow
https://flic.kr/p/7vEVv7
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• make eBook discoverable at all colleges• avoid/reduce duplicate work• respect existing college cataloguing practices
Metadata strategyGoals
https://flic.kr/p/a2Hj5e
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Metadata strategyInitial approach
vendors / metadatasources
collegecatalogues discovery
layers
Metadatarepository
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Metadata strategyNew approach – Phase 1
vendors / metadatasources
collegecatalogues discovery
layersFTP
MARC files
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Metadata strategyNew approach – Phase 2
vendors / metadatasources
collegecatalogues discovery
layers
CUC
FTP
MARC files
OAI-PMH
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Metadata strategyNew approach – Phase 3
vendors / metadatasources
collegecatalogues discovery
layers
CUC
web OPAC
FTP
MARC files
OAI-PMH
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Who’s involved
Joan Sweeney MarshIrene SilliusKathleen Oakey
David LuinstraCarmen GeletteCheryl Wardell
Shannon Arsenault
Daniel Leduc
Virginia RoyCoralee LerouxNicole MorganStacey BoileauZack Osborne+ OCLS staff
Bill McAskillJoy Wen
Patricia Weigel Green
Jason Bird
Eva McDonaldLinda McKillopLiz Dobson Ralph Laird
Gordana Vitez
Jen BoothIan Bigelow
Dijana KladnjakovicAlexandra RossMark Bryant
Michaël Rouzier
Danielle Emon
Adam MulcasterMarnie Kursiss-Morrow
James BuczynskiJane Foo
Maureen SheppardAnabella Arcaya
Jill BakerAlison Adams
Angela Ashton
Kathryn Hanson
Joe Donlon
Linda CrosbyDonna Sevenpifer
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RDA Cataloguing Workflow Project
Lightening Talk by: Ian Bigelow, Georgian College and
Stacey Boileau, OCLS
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THE OCLS CATALOGUING WORKFLOW
THE DEVELOPMENT OF A FRBR BASED RDA WORKFLOW FOR THE ONTARIO COLLEGES
IAN BIGELOW & STACEY BOILEAUON BEHALF OF: OCLS, BSWG, & RDAWWG
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RDA is Here!What is RDA?As outlined by Grover (2011)¹, RDA is:● Content standard to replace AACR2● Based on three conceptual models developed by IFLA (FRBR/FRSAD/FRAD)● Going to help us create well-formed metadata that will improve our systems
and therefore the user experience● Designed for working online, and for describing all types of resources, including
those accessed online● Designed to work in both current and future catalogues:
-take advantage of new database structures-create data that can function -create data that can function in a linked data environment-make library data visible on the web and play well with other types of
metadata
BSWG and the college response● Updating/Creating new standards● Awareness campaign● Training● Replacement for the OCLS Cataloguing Manual was needed
1. Grover, Trina. “Cataloguing on the edge: emerging standards for bibliographic data,” PowerPoint prepared for Atlantic Provinces Library Association, May 17, 2011. Access at http://rdaincanada.wikispaces.com/file/view/apla2011b.ppt
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“RDA REPRESENTS A REVISION TO AACR2 THAT IMPLEMENTS FRBR CONCEPTS AND INCORPORATES FRBR TERMINOLOGY. THE CONVERGENCE OF RDA AND FRBR WILL FOCUS CATALOGING, OR RESOURCE DESCRIPTION, ON THE RESOURCES’ RELATIONSHIPS WITH EACH OTHER AND STEER THE PROCESS OF RETRIEVAL AND ACCESS TOWARD NAVIGATING LINKS THROUGH A HIERARCHY OF RELATIONSHIPS. THIS CHANGE IN EMPHASIS POSITIONS LIBRARIES TO PARTICIPATE IN THE EMERGING SEMANTIC WEB.” (SZETO, 2013, P. 306)²...BUT ONLY IF WE EMBRACE THESE ASPECTS OF RDA AND BEGIN TAKING STEPS TOWARDS FUTURE COMPATIBLE LIBRARY METADATA.
TIME TO MARC THE IMPORTANCE OF LINKED DATA FOR LIBRARIES!
1. Szeto, K. (2013). Positioning library data for the semantic web: Recent developments in resource description. . Journal of Web Librarianship, 7(3), 305-321. DOI:10.1080/19322909.2013.802584
2. Seeman, D., & Goddard, L. (May 19, 2015). Preparing the way: Creating future compatible cataloging data in a transitional environment. Cataloging & Classification Quarterly, 53, 331-340.
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INTRODUCING THE OCLS RDA CATALOGUING WORKFLOW
Access : Available as a global workflow on the RDA Toolkit (Recommended) OR to download on the OCLS Website and the Cataloguers Forum (PDF)
Structure: 1. WEMI driven with MARC examples2. EMPHASIZE THE USE OF AUTHORIZED ACCESS POINTS3. USE IDENTIFIERS WHENEVER POSSIBLE4. LEVERAGE THE USE OF RELATIONSHIPS IN RDA AND MARC WHEREVER
POSSIBLE5. IN GENERAL THE FOCUS IS PLACED ON DESCRIBING METADATA
ELEMENTS RATHER THAN RECORDS
Scope: ● Inclusive of 10 formats● Designed to facilitate various levels of cataloguing● Includes OCLS policy● Can be used as a reference document, as well as, a training document● dynamic document to be regularly reviewed
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eResources Accessibility Research Project (LEAP)
Lightening Talk by: Corinne Abba, George Brown College
and Mari Vihuri, OCLS
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LIBRARY ERESOURCES ACCESSIBILITY PROJECT(LEAP)Corinne Abba (Chair, HLLR-AODA Committee)& Mari Vihuri (e-AODA Research Associate, OCLS)
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AODA COMMITTEEThe goal of the HLLR-AODA Committee for Ontario College Libraries is to assist the college libraries in becoming compliant with the Accessibility for Ontarians with Disabilities Act (AODA), by researching accessibility needs and developing strategies for meeting them.The committee supports equity of access for all library patrons.
SIXTEEN MEMBERS FROM TEN COLLEGES & OCLS
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ACCESSIBLE ERESOURCESBy January 1, 2020, Ontario college libraries shall “provide, procure or acquire by other means” digital resources in an “an accessible or conversion ready format” (O. Reg. 191/11, s. 18 (3)).
WHAT DOES THIS MEAN?
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LEAP AT THE OPPORTUNITYThe Library eResources Accessibility Project (LEAP) will:● Identify minimum standards and best practices● Create a checklist or tool for evaluating library
eresources● Recommend workflow for local implementation● Recommend a model for system-wide collaboration● Build capacity among college library staff
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LOOK BEFORE YOU LEAPWe started with an environmental scan:● What does the AODA say?● What do other standards say?● What are the colleges doing?● What are other libraries doing?● What should we be doing?
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LOOK BEFORE YOU LEAPWe came up with some findings & recommendations for evaluating the accessibility of eresources:
Competency buildingVendor statements are unreliableAccessibility ≠ usability
Tool developmentConformance reviews have limitationsBarrier walkthrough may be a good modelDevelop our own criteriaCriteria must be easily testable
Tool implementationIncorporate into procurement processesRefresh periodicallyCollaborate and share!
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BY LEAPS & BOUNDSThen we formed a steering committee:
Corinne Abba (Chair, HLLR-AODA Committee)Mari Vihuri (e-AODA Research Associate, OCLS)Bianca Parisi (Niagara)Jennifer Vanderburg (Algonquin)Jessica Reeve (St. Lawrence)Sarah Gillard (George Brown)
WHAT KIND OF TOOL SHOULD WE BUILD?HOW CAN WE COLLABORATE ON THIS?
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BY LEAPS & BOUNDSRight now we’re working on criteria development:
● Gathered criteria from existing standards● Started sorting them into categories● Researching and discussing accessibility needs● Identifying priority criteria for inclusion
GOAL: ONE LIST OF CORE CRITERIA
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LEAP FORWARDWhat are our next steps?
● Finalize list of criteria● Test this list and get some feedback● Propose a model for collaboration● Develop plans for building a tool
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WANT TO KNOW MORE?LET’S CHAT!Corinne [email protected] Mari [email protected]
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A Research Project
Lightening Talk by: Patricia Weigel, Conestoga College
Online Learning, OERs and the Changing Role of
College Libraries
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The Question:How can the College Libraries best support, contribute to, and enhance the online learning experience of our students?Project Goals:• Identify current and future trends in online digital
learning, and open educational resources (OERs) that are having an impact on the Ontario college libraries, singularly and collectively, and on their ability to deliver service.• Make recommendations to HLLR about how to
take advantage of developments and best position themselves for the future.
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Project Status:
Consultant hired – Infotrova (Patricia Presti, Nancy Birch)
Detailed project plan developed Final report to be received in April 2016
Committee members: Patricia Weigel (Conestoga); Gladys Watson (Centennial); Virginia Roy (OCLS)
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OUR Licensing Initiative
Lightening Talk by: Lynne Bentley, Humber College
and Liana Giovando, OCLS/Consultant
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OUR DATABASE: ERESOURCE LICENSING
EXPANSION INITIATIVE
Delivered by Lynne Bentley (Humber), Liana Giovando (OCLS/Consultant) January 29th, 2016
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HLLR/OCLS RESEARCH INITIATIVE [2014]
OCLS RFQ for the e-Resources Licensing Project awarded to Pertinence.ca
Licensing Portal Expansion Working Group Committee chaired by Patricia Buckley
The OUR Database was identified as a leading solution.
Genesis: Provide college library users with easy access to permitted uses of eResources according to licence agreements negotiated by OCLS and by individual librariesCan I make a copy?
Can I post to Blackboard?Can I share with a colleague?
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OUR DATABASE = OCUL USAGE RIGHTS DATABASE Implemented by the Scholars Portal Operational Team (SPOT) for the Ontario Council of University Libraries.
Displays permitted use information at the point when a user is looking at a particular article or journal.
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CURRENT DEVELOPMENTS [2016] OCLS has formed an agreement in principle with OCUL Pilot project implementation lead position has been awarded to Pertinence.ca
OUR Working Group Committee is chaired by Lynne Bentley
Committee members include:Meaghan Shannon – Fanshawe Steven Spong – Centennial CollegeSam Cheng – Sheridan CollegeNicole Morgan – OCLS
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2016 PILOT PROJECT IMPLEMENTATION
Develop a centralized “parent” instance of the OUR Database populated with OCLS licence agreement information
Create 2-5 related “child” instances for college partners in the pilot project
“Child” instances inherit records from the “parent” instance automatically when the college is a party to the consortial licence agreement
A college will create new records in their own “child” instance when they want to display information from a licence agreement they have negotiated individually
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IEEE in OUR Database (OCLS Public View)https://ocls.scholarsportal.info/licenses/IEEEASPP
IEEE in OCLS Portalhttps://oclservices.othree.ca/eresources/aspppermissions
OCLS’s Public OUR Database Pilot Project: https://ocls.scholarsportal.info/licenses/
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NEXT STEPS Engage college libraries as partners in the pilot project
Train OCLS staff and college staff participating in the pilot project
Develop capability to integrate permitted use information stored in the OUR Database with college library discovery layers
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Questions?
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Thank you.
Have a great day!