Scholars Portal

Looking back before 2000:

. . . . Google [1998]

. . . . Y2K [1999]

On our minds in 2000-01:

. . . . The dotcom meltdown

Seeing into the future:

. . . . Web 2.0 [2004]

In the beginning

establish order to

enhance value

create linkages to

build coherence

Ontario InformationInfrastructur

e2001

OII Project Goals

ensure rapid and reliable response time for information services and resources

provide for the long term, secure archiving of resources to ensure continued availability

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

provide a malleable environment that fosters additional innovation in response to the needs of the users

OII Strategic Programs

Strategic Program # 1: Access to Scholarly Information Resources

Strategic Program # 2: Interlibrary Loan and Document Delivery

Strategic Program # 3: The Scholar's Portal

Strategic Program # 4: Site Licensing

Strategic Program # 1: Access to Scholarly Information Resources

Centrally mount and deliver information resources acquired through OCUL consortia purchases (e.g. CNSLP, OCUL IR) to ensure rapid and reliable access, and secure archiving

Infrastructure to be acquired:

access server and database storage

search software (e.g. ScienceServer, Endeavor)

discovery software (e.g. ENCompass)

upgrade to host computing facilities

Strategic Program # 2: Interlibrary Loan and Document Delivery

Implement and sustain an OCUL interlibrary loan system and service to facilitate patron initiated loans and document deliveries and to maximize use of the existing print collections

Infrastructure to be acquired:

VDX software (Fretwell-Downing)

VDX server and database storage

web server and database storage

Strategic Program # 3: The Scholar's Portal

Implement an OII Scholar's Portal to provide integrated access to digital services and resources

Infrastructure to be acquired:

portal software

systems integration design

Strategic Program # 4: Site Licensing

Purchase and/or license electronic scholarly information resources in support of the research needs and requirements of the academic community through the Canadian National Site Licensing Project (CNSLP)

Infrastructure to be acquired:

electronic scholarly resources (e.g. electronic journals and databases)

RACER rolled out to 6 schools

Science Server extended to OCUL schools

UOIT joins OCUL

VDX Team

SIRs Team

RACER rolled out to 4 more schools

Refworks server installed

Programmer hired to accelerate journal loading

VDX support librarian added to help with RACER rollout, training and troubleshooting

VDX Team

SIRs Team

RACER rolled out to 4 more schools

Refworks rolled out to 19 schools

SFX acquired and rolled out to 19 schools

Data analyst added to RACER team to develop reports

Systems support specialist, metadata analyst and client services librarian addedto support increased scope of SIRs project

OZone Repository kicks off with project to house provincial government documentsin cooperation with the Legislative Library

VDX Team

SIRs Team

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RACER continues roll out

Additional support position hired to handle messaging related problems

Illumina acquired and implemented for federated searching

VDX Team

SIRs Team

$7.6 M

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MultiSearch pilot sites test broadcast federated search model and deem it inadequate

Secondment position for VDX project leader endsRACER staff reduced by one client service position as systemrollout nears end and stability issues addressedTransition planning from OIT project to OCUL funded service

Cost allocation formula applied to develop first post-project budget which includes an Opportunities Reserve fund to support new projects and innovation

VDX Team

SIRs Team

$2.45 M$7.6 M

From Project to Sustainability

• Core services

• Early adopter strategy

• OCUL as a service provider

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OCUL as a service provider: Principles

That the service:

be cost-neutral to OCUL members

not diminish the daily activities of scholarsportal.info staff

enhance the profile of scholarsportal.info

generate revenue for scholarsportal.info

enhance the skills of scholarsportal.info staff

leverage opportunities for OCUL and scholarsportal.info

advance the concepts promoted by the Rae Commission Review

Project-based governance replaced with new OCUL-based governance structure with single management team -- SPOD

Amalgamation of VDX and SIRs staff into single support team -- SPOT -- VDX and SIRs Project Leads combined into one position

Additional programmer hired to address backlog of data loading and additional systems support position hired to provide better after hours support

First round of Ontario Buys project proposals submitted

Early-adopter model used to incorporate Verde as a new but non-core service

MarkLogic acquired to replace EJOS/Science Server after EJOS Project discontinued by Ex Libris

Client Services

Programming

Systems

$2.45 M $2.75 M$7.6 M $1.5 M

$86 K

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Migration from ScienceServer to MarkLogic continues

Additional programmer hired to support the MarkLogic conversion project

EBook RFP process concludes and ebrary/ISIS initial implementation starts in August

Project Manager selected for EBooks Project and programmer hired toward the end of 2008

ODESI project begins with acquisition of Nesstar servers, hiring of project manager and programmer

Client Services

Programming

Systems

$2.45 M $2.75 M $2.62 M$7.6 M ---- $1.5 M ----

$86 K $62 K

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New Journals system released July

Initial work done on securing certification as a TDR

Transition of ODESI to a Scholars Portal service complete by September, adding a programmer and a Data Librarian to SPOT team

MINES (II) planning begins

Algoma joins OCUL

EBook project development continues with beta release in fall

Geospatial Portal proposal awarded funding in second round of Ontario Buys

Client Services

Programming

Systems

$2.45 M $2.75 M $2.62 M $2.67 M$7.6 M $0.53 M

$86 K $62 K $155 K

---- $1.5 M ----

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Evaluation Librarian hired

Illumina Replacement project begins

TDR Audit

Accessibility Audit

MINES Survey commences

Refworks Evaluation

EBook service launched in January - project extended for one year

Geospatial Project RFP issued and awarded

Two new technical positions added for Geospatial Project with Project Management assigned to SPOT Data Librarian

Client Services

Programming

Systems

$2.45 M $2.75 M $2.62 M $2.67 M $2.67 M$7.6 M $0.53 M $0.44 M

$86 K $62 K $155 K $159 K

---- $1.5 M ----

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$2.45 M $2.75 M $2.62 M $2.67 M $2.67 M $2.77 M$7.6 M $0.53 M $0.44 M

$86 K $62 K $155 K $159 K $83 K

---- $1.5 M ----

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$2.45 M $2.75 M $2.62 M $2.67 M $2.67 M $2.77 M $2.89 M$7.6 M $0.53 M $0.44 M

$86 K $62 K $155 K $159 K $83 K $83 K

---- $1.5 M ----

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Hardware

$2.45 M $2.75 M $2.62 M $2.67 M $2.67 M $2.77 M $2.89 M$7.6 M $0.53 M $0.44 M

$86 K $62 K $155 K $159 K $83 K $83 K

---- $1.5 M ----

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Scholars Portal Costs: 2006-2012

Scholars Portal Costs: 2006-2012

Scholars Portal Service Costs & Use 2002-2012

Theme: The costs of managing electronic resources are so high that a cooperative approach to delivering and managing electronic resources is the most cost effective solution for OCUL.  Scholars Portal represents that solution

SFX exemplifies cost savings through collaboration. If we consider the cost involved in replicating this service at 20 institutions, our total cost is estimated at nearly 7 times the cost of our existing central SFX service

SFX Service Costs

EJournals Costs

SFX Click-throughs to SP

SFX Full-Text Targets

Search

Scholars Portal Search Illumina demonstrates increased use over time

Scholars Portal search boxes have been added to library websites and/or course management systems at 50% of the OCUL institutions polled

Search Costs