Rethinking Federal Library Services - A Collaborative Model

Chantal Marin-Comeau

Directrice générale | Director General

Évaluation et acquisitions | Evaluation and Acquisitions

Bibliothèque et Archives Canada | Library and Archives Canada

AND

Kathleen O’Connell

A/Director General | Directrice générale intérimaire

Knowledge Management | Gestion du savoir

National Research Council Canada / Conseil national de recherches Canada

June 5, 2015

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OVERVIEW

Rethinking Federal Libraries – LAC PerspectiveFederal Science Library (FSL)

– OGAP 2.0 Commitment– Drivers– Vision for the future – Impacts– FSL Implementation Project

Rethinking Federal Libraries – LAC Perspective

LAC has the broad mandate to support Federal Libraries and has recently

renewed with this engagement:

– Collaboration with the Canadian Federal Libraries Strategic Network

(CFLSN);

– Increased collaboration on the Federal Science Library project

– Coordinating with Treasury Board Secretariat on government-wide

initiatives related to libraries;

– Acquiring Canadiana titles, not held by LAC, identified from surplus

federal library collections; and

– Tools and advice on disposition options for surplus publications.

Rethinking Federal Libraries – LAC Perspective

– Recent Activities

– Coordinating a survey on current federal library procurement and

licencing practices and recommended opportunities regarding group

purchasing (March 2015);

– Supporting delivery of a consultation session with federal librarians

in order to better understand what type of LAC support is most

realistic and effective for the federal library community (with CFLSN;

planned 2015);

– Liaising with Central Agencies for Federal Libraries input in

Government policy; and

– Enhancing its professional librarian complement to further support

Libraries.

C. Open Information - Transparency And Accountability

6) Open Information Core Commitment

Deliverables to be completed in 2014-16:

Develop and pilot a single online discovery and access platform for federal science library

services and collections.

Leads: Treasury Board Secretariat, LAC, NRC

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Open Government Action Plan 2.0 Commitment – Federal Science Library

WHY A FEDERAL SCIENCE LIBRARY (FSL)?

Leverage existing library systems to enhance information access, resource sharing and collaboration within and across departments.

Rising information costs and budget reductions challenge library sustainability.

Libraries increasingly being asked to take on additional roles such as IM and collaboration support for their departments, AND higher complexity value-add research and analysis

Tech savvy library users work more efficiently with e-resources and online tools. Print acquisitions are in decline and libraries must transform from traditional print to a digital delivery model.

DRIVERS FOR A NEW APPROACH TO FEDERAL SCIENCE LIBRARIES

Rising Costs +Budget Cuts + New Roles

Rise of the Virtual Environment

Multi-Departmental Approach to Discovery

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We are defining a collaborative approach to deliver sustainable, modern digital library services.

The ultimate aim of the FSL is to ensure that

GC employees - science, technology, and

health researchers, program planners, and

policy makers - have virtual access to both

high-quality library and information resources

and the services of skilled library professionals

and subject experts provided by departments.

Agriculture and Agri-Food Canada/

Canadian Food Inspection Agency

Environment Canada

Fisheries and Oceans

Health Canada

Natural Resources Canada

National Research Council

Public Health Agency of Canada

FSL is a collaboration of eight federal science-based departments/agencies, who together support 47,000+ GC knowledge workers.

THE FSL INITIATIVE

Evolution of Library Services

Enterprise Class SystemsShared by eightDepartments/Agencies

Pilot Model for otherFederal Libraries

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FUTURE STATE

A single library system and digital information infrastructure

A one-stop, self-serve platform for GC and other users to search & discover global science, technology, health and related information resources with integrated access to more licensed and free electronic resources and FSL print collections.

• consolidate systems & support• leverage new technology• minimize redundancy

Co-investment, consortial licensing and purchasing for electronic information and print collections

A modern public service needs trusted and authoritative information at its fingertips to respond effectively to the needs of stakeholders in an increasingly complex and fast paced world.

Consortial licensing via FSeL already underway to: • negotiate cost reductions • expand access• reduce duplication

Clients get the services and support they need as seamlessly as possible

A multi-departmental approach to efficiently offer library services, supporting better decision-making, policy definition, and research efforts.

• standardize processes• aggregate our capabilities • innovate service delivery

Common Systems Seamless Support to Clients

Common Purchasing

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“Libraries often spend tremendous amounts of money every year to purchase or pay for access to an ever-growing body of electronic content”

“If something is not discovered, it has no chance of being used”

A series of inter-dependent modules

which inventory and describe materials

in the physical collection. Supports

workflows for purchase, loans, reserves

and managing circulation requests.

FSL APPLICATIONS

Common Library System

Common e-ResourceManagement System

Common Search Engine Portal

Vendor supplied knowledgebase contains

article level metadata provided by publishers.

Libraries purchase and activate these

publications by flagging a resource as

searchable and linkable. Statistics modules

help support usage tracking and renewal

decisions.

A search interface that allows clients to

navigate, find and access information from a

central index of metadata from multiple

sources: library catalogue, article-level

e-resources, abstracts and indexing databases,

digital repositories, etc.

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FSL Management Oversight Committee

FSL Technical Operations managed by NRC

FSL DG Steering Committee

Federal Science collections

E-subscriptions Management

SharedCatalogue

General Reference Services

Chat and Virtual Help

FSL Working Groups:

• Resource Sharing

• Client Experience

• Integrated Library System

• Discovery

• Policy & Standards

• Reference

FSL Client Reference Panel

“An efficient, shared cost

approach, ensuring that libraries

continue to deliver expert

services andspecialized

resources to theirdepartment”

Client Training

FSL Website &Discovery Portal

A single window to science collections for

Canadians

SearchContent Access

Services

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• Agriculture & Agri-food Canadao Canadian Food Inspection Agency

• Environment Canada• Fisheries and Oceans Canada• Health Canada

o Public Health Agency of Canada• Natural Resources Canada• National Research Council

Request documents

Citation Tools

FSL: Collaboratively-Delivered, Shared

Cost Library and Information Services

FSL IMPACTS

Integrated library infrastructure, collaborative services and access to e-resources

• A consolidated platform of library applications and systems that is sustainable and scalable

• Reduction of legacy systems and software vendors across FSL member departments/agencies from 17 to 5 will improve expenditure control long term, stabilize increasing costs and standardize software

• Anticipated impacts: improved user experience with new integrated library platform, more access to digital resources and better tools to support a modern workforce

• Collaboration on select services with goal to connect clients with the services and support they need as quickly and seamlessly as possible

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FSL BENEFITS

Government of Canada

• A cost-effective and scalable service delivery model that could be offered to other government departments

• Expected outcomes: more efficient technical/transactional services by reducing redundancies, standardizing processes and consolidating library systems and software.

• Open Government Action Plan deliverable: develop and pilot a single online discovery and access platform for federal science library services and collections.

• Wider dissemination of federal scientific information resources and research, reducing current inequities across departments.

Science Based Departments/Agencies

• Accelerate the transformation from traditional print and location-based services to a sustainable digital delivery model.

• An innovative approach to maintain or improve library services under budget pressures and constraints.

• Leverage budgets, staff expertise, and economies of scale, to minimize duplication while maintaining flexibility for each department to address the unique needs of its clients

• Investments in physical and electronic collections will be optimized by opening up these resources to more users, thus increasing their value.

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FSL IMPLEMENTATION PROJECT

Project kick-off October 15 2014 Seven (7) project work teams formed with leads from various member

organizations Four (4+2) FSL members joining this year (NRC, AAFC+CFIA, HC+PHAC, and

NRCan), with other members joining in the next year (DFO, EC) Project underway

Costs for 2015-16 and a cost-sharing model defined Procurement for ILS and Discovery software Estimated hard launch: December 2015

Project Implementation Agreement bilateral agreements between FSL Operations (NRC) and each FSL member

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FSL IMPLEMENTATION PROJECT OUTCOMES

Provide discovery-to-delivery technology and services for member libraries Migrate 7 member libraries to a single shared Integrated Library System and

retire legacy systems Leverage library discovery technology that allows clients to find and access

information resources from multiple science-department sources through a

single centralized web-portal Common tools to allow each library to:

Deliver a single, ranked, faceted result list that allows users to refine search results quickly

Manage electronic resource acquisitions Gather statistics to track usage and support renewal decisions, as

well as future service development

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A PROVEN PARTNERSHIP

OUR ROOTS ARE DEEP

FSL members have a successful track record of working with each other to realize common goals.

Federal Science e-Library: Consortiallicensing of e-journals from three publishers to expand desktop access to articles, negotiate the best prices and reduce duplication of effort.

AAFC, HC, NRC: Public access to print library collections using a common document request system.

DFO, EC, NRCan: Collaborative reference services at different locations.

HC, PHAC and NRC: Shared library services, using the same library tools, software and processes to decrease duplication of effort and find efficiencies.

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Federal Science LibraryHow it works

1. Departmental

Intranet2. Search FSL

Web Scale Discovery

Knowledgebase

FSL Library

Catalogue

eResource

Subscriptions

3. Refine Search

4. Review

Results

digital?

Open URL Resolverprint?

5. Item

Display

FSL Catalogue

6. Request

Item

Loan Circulation

Inter-Library Loan

Doc Delivery

7. Support

Channels

Reference/Chat/

Phone/Email

Download

from Publisher

Client

Client

Departmental intranet site

Common elements for all FSL members:

• Look and feel• FSL banner (WET 4.0 standard)• Top menu• Footer• Summon search box• Some common FSL search tools

• Electronic Journals & Books• Research by subject (subject

guides)• Online resources

Step 1: Client enters search string

Member Library customizations:• Member Library logo on

every page• Section for Chat, library

news or other information –depending on individual member library needs

• Additional library specific tools deemed important to the member library’s client group

FSL home page

Step 2: Client obtains search results for online resource

Search results page

Step 3: Client sent to 360 link for access to the online resource

360 Link page (version 2.0)

360 link sidebar (on the right) displays bibliographic info.

On the left, the user is presented with a link to the article at the publisher site.

Article content with 360 Link sidebar

Step 4: Client accesses the article.

360 link sidebar (on the right) displays bibliographic info.

On the left, the user is presented with article content.