connecting the dots… exploring seamless delivery of content to the researcher

Connecting the Dots…Exploring Seamless Delivery of Content to the Researcher

Catherine Davidson, Associate University Librarian, Collections, York University, CanadaMary Lehane, Manager, Resource Sharing, York University, CanadaAmy Greenberg, User Support Librarian, Scholars Portal, Canada

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Session Overview

York University, library strategic plan & outcomes

Resource Sharing and Acquisitions: innovative collection development initiatives

Ontario Council of University Libraries (OCUL) & Scholars Portal – provincial/consortial initiatives

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

York UniversityToronto, Canada

60,000: 2,000 faculty, 5,000 graduate students

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

OCUL Locations

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

York University

Interdisciplinary university “Redefine the possible” Intensified emphasis on support for

research and graduate students

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

York University LibrariesStrategic Plan

Rethinking Access to InformationIFLA Satellite Meeting

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User-centred Focus

Conduct environmental scan

Listen to feedback

Review long-held policies

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Strategic Plan Themes

Cultivate Excellent Research Collections

Advance Research, Teaching and Learning

Create Vibrant Library Spaces

Build a Responsive & Innovative Learning Organization

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Strategic Plan Themes

Cultivate Excellent Research Collections

Strategy 4Experiment with innovative

collection activities that are responsive to graduate and research needs

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Connecting the Dots…

ResourceSharing

MonographAcquisitions

Researcher

Collections

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Connecting the Dots…

ResourceSharing

MonographAcquisitions

Researcher

Collections

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Culture of Innovation

Foster experimentation

Purchase on Demand pilot Revisit policies Creative alternatives to filling requests Automediation

Rethinking Access to InformationIFLA Satellite Meeting

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Purchase on Demand Pilot

Why we did it

Underlying assumptions ILL data identifies collection gaps ILL titles fit collection development

policies and will be used

Rethinking Access to InformationIFLA Satellite Meeting

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Purchase on Demand - Now

Feedback from users: Get it fast!!

How we refined Tightened parameters and workflows

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Revisit Existing Policies

Ensure relevancy

Eliminate barriers

Adopt user-centric approach

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Creative Alternatives forFilling Requests

Go beyond traditional ILL avenues

Establish accounts with various vendors e.g. Amazon, All Academic, alibris….

RS and Acq. managers’ expertise informs purchasing decisions

Rethinking Access to InformationIFLA Satellite Meeting

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Automediation

User-initiated request

Efficient delivery

Improved turn-around

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Ontario Council of University Libraries (OCUL)

Consortium of 20 university member institutions

80+ libraries Diverse:

Size Location Language Programs of study

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OCUL Locations

Rethinking Access to InformationIFLA Satellite Meeting

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Scholars Portal - Background

Established 2002

Gateway to wide range of online information and services for OCUL community

Centralized support provided by Scholars Portal Operations Team (SPOT)

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Scholars Portal - Mandate

Provide for long-term secure archiving of resources to ensure continued availability

Ensure rapid and reliable response time for information services and resources

Provide environment that fosters additional innovation in response to the needs of the users

Create a network of intellectual resources by linking ideas, materials, documents and resources

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Scholars Portal - Services

Users

SP(Federated)

Search

Get It! (OpenURL)

RefWorks (Citation Mgmt)

E-Journals

@ SP

RACER (ILL)

ODESI(Data & Analysis)

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

RACER - Background

Rapid Access to Collections by Electronic Requesting

OCUL implementation of VDX and ZPortal software

Staggered implementation June 2003 – Sept. 2005

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

RACER – User-centred Features

User-initiated requests Minimized typing through auto-population

of request records Integrated searching of all OCUL

catalogues (plus others in Canada and the U.S.)

Automated email alerting Request tracking throughout the lifecycle

Rethinking Access to InformationIFLA Satellite Meeting

Boston, MA

RACER – Current Initiatives

Automediation of requests

Collection development reports using Jasper Server

Addition of RACER to SFX menu

Rethinking Access to InformationIFLA Satellite Meeting

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RACER Initiatives: Collection Development Reports

Rethinking Access to InformationIFLA Satellite Meeting

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RACER Initiatives: ILL Option on SFX Menu (1)

Rethinking Access to InformationIFLA Satellite Meeting

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RACER Initiatives:ILL Option on SFX Menu (2)

Rethinking Access to InformationIFLA Satellite Meeting

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Assessment

Collection of data from the users

Evaluation, analysis, refinement Public Services Advisory Group Scholars Portal user study Future evaluation

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Shameless Plug for IFLA!

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Thank You!

Questions?

Catherine Davidson, cdavids@yorku.ca

Mary Lehane, mlehane@yorku.ca

Amy Greenberg, amy@scholarsportal.info