HLLR - OCLS project updates

1. January 2016
WELCOME
OCLS Power Breakfast

2. 7:45 a.m. Welcome
7:50 a.m. Skills Audit Research Project
8:00 a.m. Colleges eBook Consortium Project
8:10 a.m. RDA Cataloguing Workflow Project
8:20 a.m. eResources Accessibility Research Project
(LEAP)
8:30 a.m. Digital Learning and OERs Research Project
8:40 a.m. OUR Licensing Initiative Project
8:45 a.m. Adjournment and Thanks

3. Skills Audit
Research Project
Lightening Talk by:
Tanis Fink, Seneca College
and Jan Dawson, OCLS

4. HLLR-OCLSSkills
Audit Project
Update as of January 2016

5. 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

6. 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

7. Task force
 Pamela Drayson (Durham College)
 Tanis Fink (Seneca College)
 David Luinstra (Sir Sandford Fleming
College)
 Jan Dawson (OCLS)

8. Progress
 Task force terms of reference developed
 RFQ developed
 Applications evaluated
 Consultant selected (Corbin Partners)
 Environmental scan completed
 Database model selected

9. 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

10. Thank you
 Survey coming soon
 Please encourage your staff to
participate

11. Colleges eBook Consortia Project
Lightening Talk by:
Danielle Emon, Loyalist College
and Thomas Guignard, OCLS

12. Status report
Danielle Emon – Loyalist College – Chair, MetadataWorking Group
Thomas Guignard – OCLS – Project Manager
OCLS Breakfast, OLA Super conference, January 29, 2016

13. Project status
2014 2015 2016
ContentInfrastructure
eBook Project (Phase 2)
2013
…
Existing collection
licensing management
metadata management
…
eBook Project (Phase 1)
funding request
now
2017
marketing & training
surveys
Consortium
governance

14. Consortium infrastructure
Selection + acquisition workflow
Marketing
Staff training
Governance structure
Metadata workflow
https://flic.kr/p/7vEVv7

15. • make eBook discoverable at all colleges
• avoid/reduce duplicate work
• respect existing college cataloguing practices
Metadata strategy
Goals
https://flic.kr/p/a2Hj5e

16. Metadata strategy
Initial approach
vendors /
metadata
sources
college
catalogues discovery
layers
Metadata
repository

17. Metadata strategy
New approach – Phase 1
vendors /
metadata
sources
college
catalogues discovery
layers
FTP
MARC files

18. Metadata strategy
New approach – Phase 2
vendors /
metadata
sources
college
catalogues discovery
layers
CUC
FTP
MARC files
OAI-PMH

19. Metadata strategy
New approach – Phase 3
vendors /
metadata
sources
college
catalogues discovery
layers
CUC
web OPAC
FTP
MARC files
OAI-PMH

20. Who’s involved
Joan Sweeney Marsh
Irene Sillius
Kathleen Oakey
David Luinstra
Carmen Gelette
CherylWardell
Shannon Arsenault
Daniel Leduc
Virginia Roy
Coralee Leroux
Nicole Morgan
Stacey Boileau
Zack Osborne
+ OCLS staff
Bill McAskill
JoyWen
PatriciaWeigel Green
Jason Bird
Eva McDonald
Linda McKillop
Liz Dobson
Ralph Laird
GordanaVitez
Jen Booth
Ian Bigelow
Dijana Kladnjakovic
Alexandra Ross
Mark Bryant
Michaël Rouzier
Danielle Emon
Adam Mulcaster
Marnie Kursiss-Morrow
James Buczynski
Jane Foo
Maureen Sheppard
AnabellaArcaya
Jill Baker
Alison Adams
AngelaAshton
Kathryn Hanson
Joe Donlon
LindaCrosby
Donna Sevenpifer

21. RDA Cataloguing Workflow Project
Lightening Talk by:
Ian Bigelow, Georgian College and
Stacey Boileau, OCLS

22. THE OCLS CATALOGUING
WORKFLOW
THE DEVELOPMENT OF A FRBR BASED RDA WORKFLOW
FOR THE ONTARIO COLLEGES
IAN BIGELOW & STACEY BOILEAU
ON BEHALF OF: OCLS, BSWG, & RDAWWG

23. 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

24. “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.

25. 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 examples
2. EMPHASIZE THE USE OF AUTHORIZED ACCESS POINTS
3. USE IDENTIFIERS WHENEVER POSSIBLE
4. LEVERAGE THE USE OF RELATIONSHIPS IN RDA AND MARC WHEREVER POSSIBLE
5. 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

26. eResources Accessibility
Research Project (LEAP)
Lightening Talk by:
Corinne Abba, George Brown College
and Mari Vihuri, OCLS

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

28. AODA COMMITTEE
The 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
28

29. ACCESSIBLE ERESOURCES
By 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?
29

30. LEAP AT THE OPPORTUNITY
The 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
30

31. LOOK BEFORE YOU LEAP
We 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?
31

32. LOOK BEFORE YOU LEAP
We came up with some findings & recommendations for
evaluating the accessibility of eresources:
Competency building
Vendor statements are
unreliable
Accessibility ≠ usability
Tool development
Conformance reviews
have limitations
Barrier walkthrough
may be a good model
Develop our own
criteria
Criteria must be easily
testable
Tool implementation
Incorporate into
procurement
processes
Refresh periodically
Collaborate and share!
32

33. BY LEAPS & BOUNDS
Then 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?
33

34. BY LEAPS & BOUNDS
Right 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
34

35. LEAP FORWARD
What 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
35

36. WANT TO
KNOW MORE?
LET’S CHAT!
Corinne cabba@georgebrown.ca
Mari mvihuri@ocls.ca

37. A Research Project
Lightening Talk by:
Patricia Weigel, Conestoga College

38. 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.

39.  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)

40. OUR Licensing Initiative
Lightening Talk by:
Lynne Bentley, Humber College
and Liana Giovando, OCLS/Consultant

41. OUR DATABASE:
ERESOURCE
LICENSING
EXPANSION
Delivered by Lynne
Bentley (Humber),
Liana Giovando
(OCLS/Consultant)
January 29th, 2016

42. 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?

43. 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.

44. 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
BentleyCommittee members include:
Meaghan Shannon – Fanshawe
Steven Spong – Centennial College
Sam Cheng – Sheridan College
Nicole Morgan – OCLS

45. 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

46. IEEE in OUR Database (OCLS Public View)
https://ocls.scholarsportal.info/licenses/IEEEASPP
IEEE in OCLS Portal
https://oclservices.othree.ca/eresources/aspppermis
sions
OCLS’s Public OUR Database Pilot
Project:
https://ocls.scholarsportal.info/li
censes/

47. 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

48. Questions?

49. Thank you.
Have a great day!