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eResources for Ontario Universities
Jacqueline Whyte ApplebyActing Assistant Director
Scholars Portal
is a service of
Is governed by21 Ontario university libraries
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
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
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!)
*
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
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
Negotiate
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
NegotiateNegotiate
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
Load
Okay…so how do we actually get the content?
• Journals – JATS XML & PDFs
• Books – ??? PDFs, XML, hopefully MARCs…a bit of a mess
Load
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
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
Preserve
Preserve
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
Access
How do we make sure users can get the materials?
• MARC record distribution
• OpenURL resolvers
• Open metadata standards
• QA!
Access
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
Access
How do we improve what we’ve got?
• QA is done by student employees
• But improving reporting mechanisms has also made it much easier to get users to QA!
(Improved) Access
Lifecycle of a consortially purchased eResource
Negotiate/Purchase
Load
Access
Preserve
Assess
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
Assess
Assess
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 of…
• How do we make them accessible?
• How do we count usage?
• How do we give them a uniform look?
eBooks
eBooks – accessibility
The Accessible Content ePortal (ACE) aims to make more of Ontario’s collections readily available to students with visual disabilities. It requires:
• Licensing• Format support• Delivery mechanism
• What does it mean to ‘read’ a book?
• What if you only read a chapter?
• What if you only read a page?
eBooks - usage
eBooks – look and feel
eBooks – look and feel
eBooks – look and feel
eBooks – 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 études canadiennes: histoires, identités, cultures (2012)• Stories in a New Skin: Approaches to Inuit Literature (2012)
What’s Next?
• Redesigning the eBooks platform!
• Research data management
• Open access and the future of scholarly communication
