Enhancing Lending and Borrowing Dreams: OCUL's Collaborative Initiatives
How To Fulfil All Our Lending and
(Our Patrons’) Borrowing Dreams
A presentation by OCUL CF Shared Resources
Subcommittee:
Adam Taves, Chair
Jacqueline Cato
Mandy Deans Kassies
Samantha Gibbon
Ian Gibson
Ingrid Moisil
Linda Whidden
What’s OCUL?
Ontario Council of University Libraries is the consortium of
Ontario’s 21 University Libraries
A history of collaboration
OCUL Collaborative Futures
Radical collaboration years in the making:
Implement shared next generation library services
platform
Collaborate to manage and preserve print resources in
a sustainable system.
Collaborate to effectively use shared systems to
manage electronic & print resources
Collaborative Futures Shared Resources
Subcommittee
Committee members
hip
CFSR was to draft “policies in the areas of Access Services and
Acquisitions as they relate to the effective and efficient
management of shared resources of Collaborative Futures”
Fulfillment First
Our task:
“It is envisioned that borrowing policies will be normalized across OCUL
institutions to provide consistent terms of service to all OCUL users”
-CF Priority Collaboration Outcome “Shared Patron Services and Policies”
“a seamless interface which would make discovery and direct requesting of
resources easy for patrons for all OCUL libraries… Among the partners, various
fulfillment options should be possible including physical and electronic lending
as well as on-demand digitization of requested resources.”
-
CF Priority Collaboration Outcomes “Fulfillment”
Alma and the Automated Fulfillment Network
Resource sharing options in Alma
Why an Automated Fulfillment Network (AFN)?
Guiding principles
Maximize ease of use for users and staff
Maximize use of our print collections
Local collections become OCUL collection
Only create policies where they are necessary
How We Pitched the Vision
Gathered information and feedback from other Consortium
networks.
Commitment to the CF Fulfillment priority goal.
The sales pitch to the CF OCUL Directors.
Reached out to staff
Policies
Policies - Standardized Loan Periods
Shared Patrons
receive standardized regular loan periods
for physical items open to the Network (e.g. Fulfillment
Units such as “general”) from across CF partners as follows:
Monographs: 120 days.
Media (e.g. film and audio recordings): 14 days.
Other formats (e.g. periodicals, government documents,
microformats, etc. that are shared): determined locally,
with a suggested loan period of 14 days.
Policies - Charges & Fines
Overdue fines will not be charged for regular loans of any
materials. Patrons will be given 30 days to return materials that
are overdue to a Fulfillment Network partner before the item is
declared lost.
...
Items declared lost will incur the following charges:
$25 non-refundable administration charge
$125 default replacement charge (subject to adjustment at
discretion of owning institution)
Challenges - Collaboration is always hard
Acknowledging and managing fears
Ceding some control
Socializing ideas slowly
Simplification
Navigating natural tension between rank-and-file and
directors
Local vs. the Community
Challenges - Timing
Concrete policy & workflow development in an environment
largely unknown
Implementation delays
Staged/Delayed implementation of collaboration-wide
fulfillment network
Time of academic year to launch problematic
Challenges - Vendor Attention
Interpretation - further down road you go, the more
customized and less understandable configs are to the vendor
Time
“Learning by doing” vs “Getting it done”
Getting the right person to answer your question
Current Status - Waterloo
Current Status - Waterloo
Current Status - Waterloo
Current Status - Waterloo
Future opportunities
Beginning conversations of how the AFN might affect our
library mission and collection policies.
Management of the AFN - Centralized staff at OCUL?
Harnessing the power of a shared LSP and analytics in a
collaborative environment for collection assessment.
Blue Sky Thinking
Joint Approval Plans amongst CF libraries to cooperatively build
subject specific collections: eg. Human rights and Forced
Migration.
Importing the Network Zone Holdings into our Vendor ordering
system.
Establishing CF wide vendor discounts so that all libraries enjoy
the same discount regardless of budget size.
Have Your Say
Questions?
Ideas to share?
Explore how the Ontario Council of University Libraries (OCUL) is revolutionizing library services through radical collaboration, shared resources, and streamlined fulfillment processes. The presentation highlights OCUL's mission to standardize borrowing policies, improve user experience, and maximize resource accessibility across its member institutions.
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Presentation Transcript
How To Fulfil All Our Lending and (Our Patrons ) Borrowing Dreams A presentation by OCUL CF Shared Resources Subcommittee: Adam Taves, Chair Jacqueline Cato Mandy Deans Kassies Samantha Gibbon Ian Gibson Ingrid Moisil Linda Whidden
Whats OCUL? Ontario Council of University Libraries is the consortium of Ontario s 21 University Libraries A history of collaboration
OCUL Collaborative Futures Radical collaboration years in the making: Implement shared next generation library services platform Collaborate to manage and preserve print resources in a sustainable system. Collaborate to effectively use shared systems to manage electronic & print resources
Collaborative Futures Shared Resources Subcommittee Committee membership CFSR was to draft policies in the areas of Access Services and Acquisitions as they relate to the effective and efficient management of shared resources of Collaborative Futures
Fulfillment First Our task: It is envisioned that borrowing policies will be normalized across OCUL institutions to provide consistent terms of service to all OCUL users -CF Priority Collaboration Outcome Shared Patron Services and Policies a seamless interface which would make discovery and direct requesting of resources easy for patrons for all OCUL libraries Among the partners, various fulfillment options should be possible including physical and electronic lending as well as on-demand digitization of requested resources. - CF Priority Collaboration Outcomes Fulfillment
Alma and the Automated Fulfillment Network Resource sharing options in Alma Why an Automated Fulfillment Network (AFN)?
Guiding principles Maximize ease of use for users and staff Maximize use of our print collections Local collections become OCUL collection Only create policies where they are necessary
How We Pitched the Vision Gathered information and feedback from other Consortium networks. Commitment to the CF Fulfillment priority goal. The sales pitch to the CF OCUL Directors. Reached out to staff
Policies Establishment of a Collaborative Future Fulfillment Network 0.1 Appeals 0.1 Blocks 0.2 Charges & Fines 0.3 Limit on Number of Borrowed Items 0.3 Recalls 0.3 Renewals 0.2 Reserves 0.2 Standardized Loan Periods 0.3 User Groups 0.3
Policies - Standardized Loan Periods Shared Patrons receive standardized regular loan periods for physical items open to the Network (e.g. Fulfillment Units such as general ) from across CF partners as follows: Monographs: 120 days. Media (e.g. film and audio recordings): 14 days. Other formats (e.g. periodicals, government documents, microformats, etc. that are shared): determined locally, with a suggested loan period of 14 days.
Policies - Charges & Fines Overdue fines will not be charged for regular loans of any materials. Patrons will be given 30 days to return materials that are overdue to a Fulfillment Network partner before the item is declared lost. ... Items declared lost will incur the following charges: $25 non-refundable administration charge $125 default replacement charge (subject to adjustment at discretion of owning institution)
Challenges - Collaboration is always hard Acknowledging and managing fears Ceding some control Socializing ideas slowly Simplification Navigating natural tension between rank-and-file and directors Local vs. the Community
Challenges - Timing Concrete policy & workflow development in an environment largely unknown Implementation delays Staged/Delayed implementation of collaboration-wide fulfillment network Time of academic year to launch problematic
Challenges - Vendor Attention Interpretation - further down road you go, the more customized and less understandable configs are to the vendor Time Learning by doing vs Getting it done Getting the right person to answer your question
Future opportunities Beginning conversations of how the AFN might affect our library mission and collection policies. Management of the AFN - Centralized staff at OCUL? Harnessing the power of a shared LSP and analytics in a collaborative environment for collection assessment.
Blue Sky Thinking Joint Approval Plans amongst CF libraries to cooperatively build subject specific collections: eg. Human rights and Forced Migration. Importing the Network Zone Holdings into our Vendor ordering system. Establishing CF wide vendor discounts so that all libraries enjoy the same discount regardless of budget size.
Have Your Say Questions? Ideas to share?
