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Enhancing life-long learning, teaching and research through
information resources and services




                                                              1
 04 December 2012
Supporting NTU Strategy with Talis Aspire




Helen Adey, Resource Acquisitions and Supply Team Manager &
Dorothy Atherton, Services Manager - Resource Acquisitions and Supply




                                                              2
 04 December 2012
Agenda

• Before Aspire
• NTU Strategy
• What were we trying to deliver?
• 100% target
• How well did we do?
• Digitisation at NTU
• TADC
• Conclusion




                                    3
04 December 2012
Before Aspire.

• LLR knowledge of resource lists
  variable at best
• Reading lists in many different
  formats and locations
• Traditional budget and
  acquisitions approach:
 – Majority of stock selection carried
   out by Academic Liaison Team
   members
 – Variable levels of involvement by
   academic staff
 – Digitisation - a standalone request
   and delivery service




                                         4
04 December 2012
NTU: A renewed push for information skills

• Raising information and literacy skills – an increasing priority
• Key aims: facilitate development of the „independent learner‟; and
  support „directed study‟ through access to information resources
• Student feedback reported failings in delivery of „directed reading‟

   “I can‟t find the things my lecturer told me to
                         read”

    “I can‟t find a list of things from my lecturer
                 that I ought to read”

•Existing resource/reading list management was not up to task
New Resource List solution had to deliver
• For students….
 –   Consistent, good quality Resource Lists with (much) improved availability
 –   Clearer guidance on different types of material (Essential, Supplementary etc)
 –   Simple access to the lists (primarily through the learning space in the VLE)
 –   100% of all active modules must have a Resource List
• For academic staff…
 – Easy population of lists from the library OPAC and other sources (with support
   for transferring existing lists to Aspire)
 – Required resources „on shelves‟ (actual, virtual) quicker, with less effort
 – Fewer complaints from students!
• For library staff…
 –   Improved internal workflows, and more efficient use of staff resources
 –   Enhanced liaison opportunities with academic staff (a good „story‟ to tell)
 –   Better targeting of book and other collection budgets
 –   Fewer complaints from students!
Resource lists – the university

                    • NTU has set out an encouraging
                      resource list policy environment
                         Requirement for „basic onlineness‟ for
                          all taught courses
                         Requirement that all courses benefit
                          from a resource list
                    • Vice-Chancellor has been an
                      enthusiastic advocate
                    • Learning and Teaching Co-ordinators
                      have been energised to promote
                    • Capitalised on good co-ordination
                      between LLR, VLE team and IS team;
                      and academic teams


                                                        7
04 December 2012
100% Target

• After two years, take up plateaued at c. 70% of modules
• University demanded 100% take up by October 2012
• Library responsible for achieving 100% Target
• “Non-populaters” allowed to email or post their old-style reading
  lists to the Library to be converted into Aspire
• If all else failed empty lists were filled by raiding VLE for indicative
  reading lists & converted to Aspire Lists




                                                                     8
04 December 2012
How well did we do?
               • In acquisitions throughput time reduced from 72
                 days to 35
 Throughput    • Formula driven rule-based process
      times    • Shelf-ready
               • 6 week lead time monitored

               • Academics request content – LLR decides optimum
Easy access      source, format and delivery
  via Aspire   • IR policy to always purchase „e‟ where available
in the most    • eBook links created at time of purchase
               • „One touch‟ process keeps Aspire up to date
appropriate
               • Link checking ensures good quality persistent links
     format    • Real time links to catalogue
               • Aspire the only route for academics to request
   Single ,      materials
               • All types of resource requested in the same process
  seamless     • ALT as single point of contact
  workflow     • „One touch‟ process allows lists to pass smoothly
                 from acquisitions to digitisation to link checkers
But there was a fly in the ointment!


                       Digitisation did
                       not sit happily
                       in the resource
                       list process.

                       Why not?




                                          10
04 December 2012
Some background on our digitisation service
• Grew up in an „ad-hoc‟ way through word of mouth
• Used with enthusiasm by a limited number of academics, mostly in
  Education, Social Sciences, Arts and Humanities
• A well regarded, bespoke, almost personalised service
• Requests made to a generic mailbox. We encouraged use of a
  request grid
• Lots of contact between digitisation team and individual academics.
  Good open channels of communication
• Work ordered and prioritised according to need-by date. This
  allowed flexibility for processing urgent requests, and spread the
  workload.
• We delivered content via the VLE
• We currently use PackTracker
                                                                11
04 December 2012
Some Facts and Figures

                            Digitised Texts at NTU
3000



2500



2000



1500                                                       Number of Digitised Texts on VLE
                                                           Number of New Requests

1000



 500



   0
        2007/8     2008/9   2009/10   2010/11    2011/12




                                                                               12
04 December 2012
Digitised Texts by School 2011/12
                                                       A&D

                                                       NBS

                                                       SBE

                                                       EDU

                                                       ACC

                                                       LLR

                                                       LAW

                                                       SS

                                                       SST

                                                       ARES




                                                              13
04 December 2012
Some background on our digitisation service
• Grew up in an „ad-hoc‟ way through word of mouth
• Used with enthusiasm by a limited number of academics, mostly in
  Education, Social Sciences, Arts and Humanities
• A well regarded, bespoke, almost personalised service
• Lots of contact between digitisation team and individual academics
• Requests made to a generic mailbox. We encouraged use of a
  request grid.
• Work ordered and prioritised according to need-by date. This
  allowed flexibility for processing urgent requests, and spread the
  workload.
• We delivered content via the VLE
• We currently use PackTracker


                                                                14
04 December 2012
For digitisation as part of RLMS…..
                    • Throughput time grew longer – targets missed
                    • Requests submitted later
                    • Lists „queuing‟ in acquisitions
  Throughput
                    • No standard request format meant missing
       times          information
                    • No „need by‟ dates
                    • Single point of contact proved to be a frustration

  Easy access       •   Digitised documents still accessed via VLE
  in the most       •   Legacy documents not represented on Aspire
                    •   No robust way of linking from Aspire to VLE
  appropriate       •   Students had to go outside Aspire to access texts
       format
                    • Academics found Aspire confusing and frustrating
         Single       for digitisation requests
      seamless      • Loop backs between teams
      workflow      • Digitisation record keeping more fragmented and
                      difficult to maintain – lots of keying!


                                                                  15
 04 December 2012
The quality of the digitisation service had
diminished with Aspire. How could we
improve it again?
                       •Mandatory fields for bib data
    Better quality     •Need by dates
      requests         •Flagging where access was needed to a particular
                        extract



 Requests to reach     •Avoid queues
                       •Digitisation requests submitted as soon as possible
  the team more        •Digitisation requests submitted separately but still
      quickly           within Aspire



    Discovery of
                       •Way of linking to VLE?
digitised resources    •New storage/delivery solution for digitised texts
directly from Aspire

                                                                     16
04 December 2012
Our knights in shining armour!
                              Initial meeting with Chris Clarke
Showed good understanding of                                           Emphasis that Talis had been in
                                      Asked us the right questions
 issues related to digitisation                                            discussion with CLA




                                  Workshop with five other HEIs
 Demonstration of a working          HEI reps encouraged to try the
                                                                       Collecting feedback and ideas
        prototype                   application and express opinions




                            Further visit to NTU from Talis reps

                      Further discussion of our current workflows and processes




       Invitation to express interest in becoming a development partner
                                     Our pilot proposal was accepted

                                                                                            17
04 December 2012
How will TADC help?


                    • Allows requests to be made
                      independently of the rest of
                      the list
                    • No queuing
       Throughput   • Better quality request data
         Times
                    • Need by dates!
                    • More automation of checking
                      saves time for staff
                    • Less time keying in data



                                               18
04 December 2012
• All texts accessed directly
                       through Aspire
                     • Academics can flag possible
                       digitisation requests
       Easy Access   • Management of authentication
                     • More control of which texts are
                       accessible at what times
                     • Better management of end of
                       year rollover



                                                19
04 December 2012
• Academic requesting still within
                        Aspire
                      • Much easier request process for
                        academics to manage
                      • Workflows within dig team much
    Single seamless
                        simpler – less keying of data, only
       workflow         one set of records to manage
                      • Many previously manual tasks
                        automated
                      • Another tool to help with
                        copyright compliance



                                                     20
04 December 2012
Our Pilot

                             Period of off-line testing (trying to break the product)
 Feedback and Consultation




                             Feedback and consultation with Talis

                             Selection of two pilot schools and 6 pilot modules

                             Digitisation team make first live requests for legacy documents


                             Liaison Librarians make live requests for new documents

                             Request permissions rolled out to academics in pilot schools


                                                                                       21
04 December 2012
Communication with Talis
         • Dig team                                        • Weekly phone
         • ALT                                             • Email
         • Academics                                       • Site visits
         • Students                                        • Ideas




                                              Feedback
                                Testing
                                               to Talis



                               Changes and    Talis acts
                               developments       on
                                 reported
                                              feedback
                                                           •
         • Weekly bulletin
         • TADC Homepage
         • Weekly phone call




                                                                            22
04 December 2012
Waiting for Widget 2. What‟s still missing?
Requesting journal articles through Aspire

Information entered in TADC to carry through to Aspire

Ability for two-way communication with academics

Configurable wording on standard messages

Workflow tracking

Concierge to search where an eBook is available

More flexibility in manipulation of document in viewer

More detailed suite of reports

                                                  23
 04 December 2012
New Resource List solution had to deliver
• For students….
    •   Consistent good quality Resource Lists with (much) improved availability
    •   Clearer guidance on different types of material (Essential, Supplementary etc)
    •   Simple access to the lists (primarily through the learning space in the VLE)
    •   100% of all active modules must have a Resource List

 • For academic staff…
    •   Easy population of lists from the library OPAC and other sources (with support
      for transferring existing lists to Aspire)
    • Required resources „on shelves‟ (actual, virtual) quicker, with less effort
    • Fewer complaints from students!

 • For library staff…
   •    Improved internal workflows, and more efficient use of staff resources
   •    Enhanced liaison opportunities with academic staff (a good „story‟ to tell)
   •    Better targeting of book and other collection budgets
   •    Fewer complaints from students!

                                                                              24
04 December 2012
Questions or comments?




NTU Resource Lists

   http://resourcelists.ntu.ac.uk


• Helen Adey, helen.adey@ntu.ac.uk



• Dorothy Atherton, dorothy.atherton@ntu.ac.uk
   Libraries and Learning Resources, Nottingham Trent University



                                                                   25
04 December 2012

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NTU Strategy and Talis Aspire, Open Day November 2012

  • 1. Enhancing life-long learning, teaching and research through information resources and services 1 04 December 2012
  • 2. Supporting NTU Strategy with Talis Aspire Helen Adey, Resource Acquisitions and Supply Team Manager & Dorothy Atherton, Services Manager - Resource Acquisitions and Supply 2 04 December 2012
  • 3. Agenda • Before Aspire • NTU Strategy • What were we trying to deliver? • 100% target • How well did we do? • Digitisation at NTU • TADC • Conclusion 3 04 December 2012
  • 4. Before Aspire. • LLR knowledge of resource lists variable at best • Reading lists in many different formats and locations • Traditional budget and acquisitions approach: – Majority of stock selection carried out by Academic Liaison Team members – Variable levels of involvement by academic staff – Digitisation - a standalone request and delivery service 4 04 December 2012
  • 5. NTU: A renewed push for information skills • Raising information and literacy skills – an increasing priority • Key aims: facilitate development of the „independent learner‟; and support „directed study‟ through access to information resources • Student feedback reported failings in delivery of „directed reading‟ “I can‟t find the things my lecturer told me to read” “I can‟t find a list of things from my lecturer that I ought to read” •Existing resource/reading list management was not up to task
  • 6. New Resource List solution had to deliver • For students…. – Consistent, good quality Resource Lists with (much) improved availability – Clearer guidance on different types of material (Essential, Supplementary etc) – Simple access to the lists (primarily through the learning space in the VLE) – 100% of all active modules must have a Resource List • For academic staff… – Easy population of lists from the library OPAC and other sources (with support for transferring existing lists to Aspire) – Required resources „on shelves‟ (actual, virtual) quicker, with less effort – Fewer complaints from students! • For library staff… – Improved internal workflows, and more efficient use of staff resources – Enhanced liaison opportunities with academic staff (a good „story‟ to tell) – Better targeting of book and other collection budgets – Fewer complaints from students!
  • 7. Resource lists – the university • NTU has set out an encouraging resource list policy environment  Requirement for „basic onlineness‟ for all taught courses  Requirement that all courses benefit from a resource list • Vice-Chancellor has been an enthusiastic advocate • Learning and Teaching Co-ordinators have been energised to promote • Capitalised on good co-ordination between LLR, VLE team and IS team; and academic teams 7 04 December 2012
  • 8. 100% Target • After two years, take up plateaued at c. 70% of modules • University demanded 100% take up by October 2012 • Library responsible for achieving 100% Target • “Non-populaters” allowed to email or post their old-style reading lists to the Library to be converted into Aspire • If all else failed empty lists were filled by raiding VLE for indicative reading lists & converted to Aspire Lists 8 04 December 2012
  • 9. How well did we do? • In acquisitions throughput time reduced from 72 days to 35 Throughput • Formula driven rule-based process times • Shelf-ready • 6 week lead time monitored • Academics request content – LLR decides optimum Easy access source, format and delivery via Aspire • IR policy to always purchase „e‟ where available in the most • eBook links created at time of purchase • „One touch‟ process keeps Aspire up to date appropriate • Link checking ensures good quality persistent links format • Real time links to catalogue • Aspire the only route for academics to request Single , materials • All types of resource requested in the same process seamless • ALT as single point of contact workflow • „One touch‟ process allows lists to pass smoothly from acquisitions to digitisation to link checkers
  • 10. But there was a fly in the ointment! Digitisation did not sit happily in the resource list process. Why not? 10 04 December 2012
  • 11. Some background on our digitisation service • Grew up in an „ad-hoc‟ way through word of mouth • Used with enthusiasm by a limited number of academics, mostly in Education, Social Sciences, Arts and Humanities • A well regarded, bespoke, almost personalised service • Requests made to a generic mailbox. We encouraged use of a request grid • Lots of contact between digitisation team and individual academics. Good open channels of communication • Work ordered and prioritised according to need-by date. This allowed flexibility for processing urgent requests, and spread the workload. • We delivered content via the VLE • We currently use PackTracker 11 04 December 2012
  • 12. Some Facts and Figures Digitised Texts at NTU 3000 2500 2000 1500 Number of Digitised Texts on VLE Number of New Requests 1000 500 0 2007/8 2008/9 2009/10 2010/11 2011/12 12 04 December 2012
  • 13. Digitised Texts by School 2011/12 A&D NBS SBE EDU ACC LLR LAW SS SST ARES 13 04 December 2012
  • 14. Some background on our digitisation service • Grew up in an „ad-hoc‟ way through word of mouth • Used with enthusiasm by a limited number of academics, mostly in Education, Social Sciences, Arts and Humanities • A well regarded, bespoke, almost personalised service • Lots of contact between digitisation team and individual academics • Requests made to a generic mailbox. We encouraged use of a request grid. • Work ordered and prioritised according to need-by date. This allowed flexibility for processing urgent requests, and spread the workload. • We delivered content via the VLE • We currently use PackTracker 14 04 December 2012
  • 15. For digitisation as part of RLMS….. • Throughput time grew longer – targets missed • Requests submitted later • Lists „queuing‟ in acquisitions Throughput • No standard request format meant missing times information • No „need by‟ dates • Single point of contact proved to be a frustration Easy access • Digitised documents still accessed via VLE in the most • Legacy documents not represented on Aspire • No robust way of linking from Aspire to VLE appropriate • Students had to go outside Aspire to access texts format • Academics found Aspire confusing and frustrating Single for digitisation requests seamless • Loop backs between teams workflow • Digitisation record keeping more fragmented and difficult to maintain – lots of keying! 15 04 December 2012
  • 16. The quality of the digitisation service had diminished with Aspire. How could we improve it again? •Mandatory fields for bib data Better quality •Need by dates requests •Flagging where access was needed to a particular extract Requests to reach •Avoid queues •Digitisation requests submitted as soon as possible the team more •Digitisation requests submitted separately but still quickly within Aspire Discovery of •Way of linking to VLE? digitised resources •New storage/delivery solution for digitised texts directly from Aspire 16 04 December 2012
  • 17. Our knights in shining armour! Initial meeting with Chris Clarke Showed good understanding of Emphasis that Talis had been in Asked us the right questions issues related to digitisation discussion with CLA Workshop with five other HEIs Demonstration of a working HEI reps encouraged to try the Collecting feedback and ideas prototype application and express opinions Further visit to NTU from Talis reps Further discussion of our current workflows and processes Invitation to express interest in becoming a development partner Our pilot proposal was accepted 17 04 December 2012
  • 18. How will TADC help? • Allows requests to be made independently of the rest of the list • No queuing Throughput • Better quality request data Times • Need by dates! • More automation of checking saves time for staff • Less time keying in data 18 04 December 2012
  • 19. • All texts accessed directly through Aspire • Academics can flag possible digitisation requests Easy Access • Management of authentication • More control of which texts are accessible at what times • Better management of end of year rollover 19 04 December 2012
  • 20. • Academic requesting still within Aspire • Much easier request process for academics to manage • Workflows within dig team much Single seamless simpler – less keying of data, only workflow one set of records to manage • Many previously manual tasks automated • Another tool to help with copyright compliance 20 04 December 2012
  • 21. Our Pilot Period of off-line testing (trying to break the product) Feedback and Consultation Feedback and consultation with Talis Selection of two pilot schools and 6 pilot modules Digitisation team make first live requests for legacy documents Liaison Librarians make live requests for new documents Request permissions rolled out to academics in pilot schools 21 04 December 2012
  • 22. Communication with Talis • Dig team • Weekly phone • ALT • Email • Academics • Site visits • Students • Ideas Feedback Testing to Talis Changes and Talis acts developments on reported feedback • • Weekly bulletin • TADC Homepage • Weekly phone call 22 04 December 2012
  • 23. Waiting for Widget 2. What‟s still missing? Requesting journal articles through Aspire Information entered in TADC to carry through to Aspire Ability for two-way communication with academics Configurable wording on standard messages Workflow tracking Concierge to search where an eBook is available More flexibility in manipulation of document in viewer More detailed suite of reports 23 04 December 2012
  • 24. New Resource List solution had to deliver • For students…. • Consistent good quality Resource Lists with (much) improved availability • Clearer guidance on different types of material (Essential, Supplementary etc) • Simple access to the lists (primarily through the learning space in the VLE) • 100% of all active modules must have a Resource List • For academic staff… • Easy population of lists from the library OPAC and other sources (with support for transferring existing lists to Aspire) • Required resources „on shelves‟ (actual, virtual) quicker, with less effort • Fewer complaints from students! • For library staff… • Improved internal workflows, and more efficient use of staff resources • Enhanced liaison opportunities with academic staff (a good „story‟ to tell) • Better targeting of book and other collection budgets • Fewer complaints from students! 24 04 December 2012
  • 25. Questions or comments? NTU Resource Lists http://resourcelists.ntu.ac.uk • Helen Adey, helen.adey@ntu.ac.uk • Dorothy Atherton, dorothy.atherton@ntu.ac.uk Libraries and Learning Resources, Nottingham Trent University 25 04 December 2012