January 2016

WELCOME

OCLS Power Breakfast

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

Skills AuditResearch Project

Lightening Talk by: Tanis Fink, Seneca College

and Jan Dawson, OCLS

HLLR-OCLS Skills Audit ProjectUpdate as of January 2016

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

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

Task force

Pamela Drayson (Durham College)

Tanis Fink (Seneca College) David Luinstra (Sir Sandford Fleming College)

Jan Dawson (OCLS)

Progress

Task force terms of reference developed

RFQ developed Applications evaluated Consultant selected (Corbin Partners)

Environmental scan completed Database model selected

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

Thank you

Survey coming soon Please encourage your staff to participate

Colleges eBook Consortia Project

Lightening Talk by: Danielle Emon, Loyalist College

and Thomas Guignard, OCLS

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

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

Consortium infrastructureSelection + acquisition workflowMarketing

Staff trainingGovernance structureMetadata workflow

https://flic.kr/p/7vEVv7

• make eBook discoverable at all colleges• avoid/reduce duplicate work• respect existing college cataloguing practices

Metadata strategyGoals

https://flic.kr/p/a2Hj5e

Metadata strategyInitial approach

vendors / metadatasources

collegecatalogues discovery

layers

Metadatarepository

Metadata strategyNew approach – Phase 1

vendors / metadatasources

collegecatalogues discovery

layersFTP

MARC files

Metadata strategyNew approach – Phase 2

vendors / metadatasources

collegecatalogues discovery

layers

CUC

FTP

MARC files

OAI-PMH

Metadata strategyNew approach – Phase 3

vendors / metadatasources

collegecatalogues discovery

layers

CUC

web OPAC

FTP

MARC files

OAI-PMH

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

RDA Cataloguing Workflow Project

Lightening Talk by: Ian Bigelow, Georgian College and

Stacey Boileau, OCLS

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

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

“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.

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

eResources Accessibility Research Project (LEAP)

Lightening Talk by: Corinne Abba, George Brown College

and Mari Vihuri, OCLS

LIBRARY ERESOURCES ACCESSIBILITY PROJECT(LEAP)Corinne Abba (Chair, HLLR-AODA Committee)& Mari Vihuri (e-AODA Research Associate, OCLS)

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 cabba@georgebrown.ca Mari mvihuri@ocls.ca

A Research Project

Lightening Talk by: Patricia Weigel, Conestoga College

Online Learning, OERs and the Changing Role of

College Libraries

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.

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)

OUR Licensing Initiative

Lightening Talk by: Lynne Bentley, Humber College

and Liana Giovando, OCLS/Consultant

OUR DATABASE: ERESOURCE LICENSING

EXPANSION INITIATIVE

Delivered by Lynne Bentley (Humber), Liana Giovando (OCLS/Consultant) January 29th, 2016

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?

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.

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

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

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/

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

Questions?

Thank you.

Have a great day!