eResources for Ontario Universities
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Guest lecture in LIS 9313 (Electronic Resources Management) at the Faculty of Information & Media Studies, University of Western Ontario.
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eResources for Ontario Universities
- 1. eResources for Ontario Universities Jacqueline Whyte Appleby Acting Assistant Director Scholars Portal
- 2. is a service of Is governed by 21 Ontario university libraries
- 3. OCUL ⢠1960s: inter-university borrowing system ⢠1970s: development of CODOC, first consortial purchasing, cooperative cataloguing ⢠1980s: shared multimedia catalogue, shared preservation planning ⢠1990s: cosortial eresource purchasing, early electronic document delivery program
- 4. Scholars Portal ⢠20-25 staff members depending on the project, hiring processes etc. ⢠9 librarians ⢠10 programmers ⢠4 systems administrators ⢠U of T iSchools students
- 5. Scholars Portal ⢠Started in 2002 to locally load eJournals and centrally manage interlibrary loan ⢠Host journals, books, microdata, geospatial data ⢠Manage interlibrary loan, chat reference, research data repository, open journal software, RefWorks (now done!)
- 8. *
- 11. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 12. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 13. Negotiate ⢠License defines who counts as a user, what qualifies as accessible material, what level of metadata must be provided ⢠Can we modify the license to include local loading and perpetual access requirements? ⢠If not, will we still purchase this content? Negotiate
- 14. Negotiate
- 15. Purchase ⢠How long do we sign for? ⢠How many schools need to commit to get this price? ⢠Is the billing in Canadian dollars? ⢠How do we cancel? Negotiate
- 17. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 18. Load OkayâŚso how do we actually get the content? ⢠Journals â JATS XML & PDFs ⢠Books â ??? PDFs, XML, hopefully MARCsâŚa bit of a mess Load
- 19. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 20. Preserve ⢠Scholars Portal Journals was the first Trustworthy Digital Repository (TDR) in Canada (there are six in North America) ⢠TDR certification is done by the Centre for Research Libraries ⢠TDR is infrastructure, but also lots and lots of documentation
- 21. Preserve
- 22. Preserve
- 23. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 24. Access How do we make sure users can get the materials? ⢠MARC record distribution ⢠OpenURL resolvers ⢠Open metadata standards ⢠QA! Access
- 25. Access How do users know what they can do with the materials? ⢠Historically, most schools have not made licenses publicly available ⢠The OCUL Usage Rights Database aims to translate licensing terms, telling users what they can and cannot do with the material at the point of access (Improved) Access
- 29. Access How do we improve what weâve got? ⢠QA is done by student employees ⢠But improving reporting mechanisms has also made it much easier to get users to QA! (Improved) Access
- 30. Lifecycle of a consortially purchased eResource Negotiate/Purchase Load Access Preserve Assess
- 31. These share a number of titles, but also have a lot of unique content We would only lose one unique title if we unsubscribed from the smaller package Assess
- 32. Assess
- 33. Assess
- 34. eBooks: another kettle of fish ⢠Journals content is quite well standardized. Books content is still a bit of a wild west. ⢠Intent of the SP Books platform was to cultivate standardization. Has it worked? Sort ofâŚ
- 35. ⢠How do we make them accessible? ⢠How do we count usage? ⢠How do we give them a uniform look? eBooks
- 36. eBooks â accessibility The Accessible Content ePortal (ACE) aims to make more of Ontarioâs collections readily available to students with visual disabilities. It requires: ⢠Licensing ⢠Format support ⢠Delivery mechanism
- 37. ⢠What does it mean to âreadâ a book? ⢠What if you only read a chapter? ⢠What if you only read a page? eBooks - usage
- 38. eBooks â look and feel
- 39. eBooks â look and feel
- 40. eBooks â look and feel
- 41. eBooks â look and feel Exercise: please download and open one of the following titles: ⢠Blackening Canada: Diaspora, Race, Multiculturalism (2015) ⢠Governance and Public Policy in Canada: A View From the Provinces (2013) ⢠Double-Takes: Intersections between Canadian Literature and Film (2013) ⢠We Gambled Everything: The Life and Times of an Oil Man (2012) ⢠Introduction aux ĂŠtudes canadiennes: histoires, identitĂŠs, cultures (2012) ⢠Stories in a New Skin: Approaches to Inuit Literature (2012)
- 42. Whatâs Next? ⢠Redesigning the eBooks platform! ⢠Research data management ⢠Open access and the future of scholarly communication
Editor's Notes
- Some librarians
- I thought it might be useful to talk about Scholars Portalâs work in terms of the eresource acquisitions cycle. So Iâm going to go through each of these stages and talk a bit about what OCUL and SP do at each of them, where there are hiccups, where things work well. As this presentation was coming together I was a little worried that it was a bit too much like a Scholars Portal adâŚ.and so I really want to emphasize that thatâs not the goal here. Scholars Portal works as well as its member libraries work. None of this work happens without library staff at each of the twenty one universities.
- OCUL model licenses. We ask vendors to use our license. They donât all agree to but often they will, because itâs a pretty standard license in most ways, or theyâve worked with us for a long time. Why is local loading so important? It is really at the heart of the work weâre doing. - SP Journals started out as a U of T project at a time when we were just beginning to get electronic journal subscriptions It *is* our preservation strategy
- OCUL model licenses. We ask vendors to use our license. They donât all agree to but often they will, because itâs a pretty standard license in most ways, or theyâve worked with us for a long time. Why is local loading so important? It is really at the heart of the work weâre doing. - SP Journals started out as a U of T project at a time when we were just beginning to get electronic journal subscriptions It *is* our preservation strategy
- What does a TDR look like? Itâs mostly documentation!
- âŚbut mostly it looks like this. - All openly available on the web, encourage you to take a look if youâre interested in digital preservation.
- QA is done by student employees But improving reporting mechanisms has also made it much easier to get users to QA!
- Translates license terms into visual âYes/No/Askâ Allows staff to place permissions bar in catalogue, discovery layer, etc.
- Much more permissive license
- - This is not the only metric to take into consideration! Having more journals isnât necessarily that useful if most of them are just extras added in, and not heavily used
- - Total reported downloads and views online from January to October 2015.
- Licensing, formatting, delivery
- - History of ACUP