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John Shewfelt
Manager, Library Operations, Fleming College

Thomas Guignard
eBook Project Manager, Ontario Colleges Library Service

OLA Super conference, January 31, 2014
24 colleges
Statistics?

Metadata ?

Where
do I start ?
PDA ?
core collection

+

college-specific
collections
infrastructure

&

content
licensing + acquisition management
vendors
products

colleges
Trials

Negotiation

Acquisition
Invoicing

Support
Monitoring
Marketing

Consortium
metadata management
MARC/RDA
metadata
sources

import

export

college
catalogues &
discovery layers

conversion
APIs

Repository

Consortium
Discovery layers

Item description
(MARC)

Access information
e.g.

Access from
2011-04-06
2012-06-01

to
2015-04-05
2015-05-30

Record management
Repository

e.g.
• Edit history
• Link to license

URL
…
…
Content

2013

2014

2015

2016

…
Existing collection

funding request

Infrastructure

analysis

implementation project
licensing management
metadata management
repository

now

…
Thank you



john.shewfelt@flemingcollege.ca
thomas.guignard@ocls.ca

Photo credits









http://www.flickr.com/photos/falequin/8443342362/
http://www.flickr.com/photos/marfis75/11977179794
http://www.flickr.com/photos/archer10/4961286817
http://www.flickr.com/photos/eastbeach/8479007268
http://www.flickr.com/photos/rhruzek/5055446529/
http://www.flickr.com/photos/patrickgage/3738107746/
http://www.flickr.com/photos/syymza/8375971195

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Ontario Colleges eBook Consortium Project / Analysis Phase status report

Editor's Notes

  1. Introduction – who we are + tie-in with the Novanet presentation
  2. Context24 collegesHLLROCLS – provides services to all colleges, e.g. management of electronic resources, union catalogue that is currently evolving into a digital repository, manages ILS consortium for a subset of the colleges, video on demand infrastructure, etc.
  3. Sensing issues within its members, HLLR thinking of eBooks, realizing challengeCommissioned a study in 2011Results -> you should establish a consortium, handle all aspects of eBooks as a group. Not only content, also how you acquire and manage them.With the help of OCLS, HLLR set up a project, sought and received funding for analysing the situation further and putting together a proposal for a consortium solution. The results of this analysis and the proposed consortium structure are what we’re presenting here today.
  4. Current situation: Large difference in content offered by colleges.This is OK, emphasis on different subjects, different population, etc.BUT not all colleges are created equal. Large differences in staffing, experience, budgets.Some colleges have long experience, lots of collections, are now thinking of moving from large packages to granular title selection, PDA, etc.Others only have basic coverage, if any. Not sure which collection to start with.Both share the same concerns about high maintenance issue of eBooks. Metadata handling is costly, some don’t have the resources to invest in proper cataloguing, even the larger ones would prefer to invest staff time in other projects.Conclusion, colleges need a plan
  5. We propose the colleges establish a core collection, on top of which college-specific collections can be builtHybrid:Core collectionGreater buying powerLower pricesReduced duplicate workEquity of access+College-specific collectionsExisting collectionsSubject/language specificity FlexibilityGoals:Incentive (to help “sleepy” colleges move towards inevitable e)Acquisition strategyHard savings through collaborative purchase
  6. Good eBook collection for colleges = content + infrastructureThis proposal was the result of the yearlong analysis. Input from many of the colleges, very important to gather their different needs and sensibilities.- Students and faculty were surveyed, librarians were interviewed. - Environmental scanAlso gathered info about existing consortia, how other groups of libraries handled this, able to extract similarities and differences.Financial aspects had to be explored as well, establish BASELINE, cost services, calculate potential savingsTools/services available and under development were assessed through a Request for Information process
  7. INFRASTRUCTURE – licensing and acquisition managementNeed to extend current practices for eResourcessystematic evaluation, trial, decision of available productsprice negotiation as a groupsystematic handling of licenses, invoices, renewals, etc. (instead of ad-hoc)value-added: systematic collection of usage statistics, reporting back to colleges, inform collection development strategytraining for staffconcerted marketing strategyCurrent structure (OCLS) able to do most of it so far, however will soon exceed capacityWe propose to formalise a sustainable structure
  8. INFRASTRUCTURE – metadata management24 colleges = 24 catalogues1 new package of eBooks or 1 update in a package (e.g. Safari)  = 24 institutions downloading MARC records, editing them, loading them in catalogue, troubleshootingThis is not efficient and only colleges with enough staff can afford itWe propose a common solutionRepository as a holding tank for MARC recordsNew/updated records are edited only once for all colleges, stored in repository, available for all colleges to load into their cataloguesLong term: repository talks directly with discovery layers, local catalogues no longer necessary for eBooksParallel with ScholarsPortal – we don’t want to reinvent the wheel, SP currently rethinking strategy and might be open to Colleges joining. However one of the core services we plan to setup is metadata management, this is not done by SP
  9. Implementation plan:Currently requesting funding for implementationIf successful, implementation scheduled to start this FallDepending on HLLR and budget situation, commitment to core collections could start this SpringNew acq and management workflow could be operational next Spring (start of Fiscal 15-16)Repository live Summer 2015
  10. Next steps- current funding requestAcquisition strategy for colleges, aim $1M/year minimum after 5 years (1/3 of current colleges monographs acq budget)Funding request for implementation of common infrastructureConclusion, back to Novanet
  11. Thank all colleges who helped with the project. 30 people from most of the colleges participated to one degree or another.