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Digitisation and TADC at Nottingham Trent




                                            1
 07 February 2013
Supporting NTU Strategy with Talis Aspire




Dorothy Atherton, Services Manager - Resource Acquisitions and Supply




                                                              2
 07 February 2013
Agenda

• Digitisation at NTU
• Why did we need TADC?
• Our Pilot
• What’s so good about TADC?
• What’s still to come?




                               3
07 February 2013
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
                                                                 4
07 February 2013
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




                                                                                  5
07 February 2013
Digitised Texts by School 2011/12
                                                       A&D

                                                       NBS

                                                       SBE

                                                       EDU

                                                       ACC

                                                       LLR

                                                       LAW

                                                       SS

                                                       SST

                                                       ARES




                                                              6
07 February 2013
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
                                                                 7
07 February 2013
A single, seamless, integrated, monitored,
    workflow for the timely acquisition, review,
    creation, sourcing and delivery of all resource
    list materials in the most accessible and appropriate
    format for our students.

                                      Link
Acquisitions     Digitisation
                                    Checking
      Optimise throughput time

  Easy access in most appropriate
               format
‘One Touch’ process – single seamless
              workflow
But as digitisation became 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!


                                                                   9
 07 February 2013
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

                                                                     10
07 February 2013
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

                                                                                            11
07 February 2013
Our Pilot

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


                             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



                             Recommendations to SMT


                             Request permissions rolled out to all academics

                                                                                      12
07 February 2013
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




                                                                            13
07 February 2013
So …….. How does TADC work?

       The Concierge


       The Packer


       The Sentry


       The Vault

TADC   RLMS


                              14
07 February 2013
List has to reach dig team (2 days – 2 months)

Find and fill in missing details bibliographic details

Chase academic via ALT for need by date/details?

Check catalogue/supplier listings
  • Do we have electronic access
  • Do we stock the item in print?
  • Do we have a later edition?
  • Is there a later edition that we do not stock?
Check CLA requirements (Judgement call?)
  • Is it on UK excluded list?
  • Is it on US excluded list?
  • Is it published in a mandating territory?
  • Check extent
  • Already on list?
  • Has it been used on any other list?

Enter details on Pack Tracker
  • Enter details of module:
    • Module name, number and school
    • Enter contact details (Use NOW to find course leader)
    • Use NOW to find student numbers
  • Enter full bibliographic details of request
  • Enter statuses and CLA information


                                                              15
07 February 2013
Rollover!

 Concierge checks all
 documents

       List of exceptions presented
       for ‘sanity checking’

              Emails to academics with full
              info and usage stats

                   Content rolled over according
                   to academic’s replies

                                                   16
07 February 2013
• All texts accessed directly
                         through Aspire
                       • Academics can flag possible
                         digitisation requests
     Easy, validated
                       • Validation issues raised with
      access in the      academics at time of request –
          most           educating our users
       appropriate
                       • Management of authentication
         format
                       • More control of which texts are
                         accessible at what times
                       • Transformation of end of year
                         rollover


                                                  17
07 February 2013
• Academic requesting still within
                        Aspire
                      • Much easier request process for
                        academics to manage
                      • Workflows within dig team much
                        simpler – less keying of data, only
    Single seamless     one set of records to manage
       workflow       • Many previously manual tasks
                        automated
                      • Another tool to help with
                        copyright compliance
                      • Transformation of end of year
                        rollover


                                                     18
07 February 2013
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



                                                19
07 February 2013
What’s still missing?
Information entered in TADC to carry through to Aspire

More flexibility in manipulation of document in viewer

Notes field

Linking digitisation status to review screen

Ability for two-way communication with academics

More detailed suite of reports

Concierge to search where an eBook is available



                                                  20
 07 February 2013
Questions or comments?




NTU Resource Lists

   http://resourcelists.ntu.ac.uk

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




                                                                   21
07 February 2013

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Taug february 2013 tadc

  • 1. Digitisation and TADC at Nottingham Trent 1 07 February 2013
  • 2. Supporting NTU Strategy with Talis Aspire Dorothy Atherton, Services Manager - Resource Acquisitions and Supply 2 07 February 2013
  • 3. Agenda • Digitisation at NTU • Why did we need TADC? • Our Pilot • What’s so good about TADC? • What’s still to come? 3 07 February 2013
  • 4. 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 4 07 February 2013
  • 5. 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 5 07 February 2013
  • 6. Digitised Texts by School 2011/12 A&D NBS SBE EDU ACC LLR LAW SS SST ARES 6 07 February 2013
  • 7. 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 7 07 February 2013
  • 8. A single, seamless, integrated, monitored, workflow for the timely acquisition, review, creation, sourcing and delivery of all resource list materials in the most accessible and appropriate format for our students. Link Acquisitions Digitisation Checking Optimise throughput time Easy access in most appropriate format ‘One Touch’ process – single seamless workflow
  • 9. But as digitisation became 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! 9 07 February 2013
  • 10. 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 10 07 February 2013
  • 11. 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 11 07 February 2013
  • 12. Our Pilot Period of off-line testing (trying to break the product) Feedback and Consultation 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 Recommendations to SMT Request permissions rolled out to all academics 12 07 February 2013
  • 13. 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 13 07 February 2013
  • 14. So …….. How does TADC work? The Concierge The Packer The Sentry The Vault TADC RLMS 14 07 February 2013
  • 15. List has to reach dig team (2 days – 2 months) Find and fill in missing details bibliographic details Chase academic via ALT for need by date/details? Check catalogue/supplier listings • Do we have electronic access • Do we stock the item in print? • Do we have a later edition? • Is there a later edition that we do not stock? Check CLA requirements (Judgement call?) • Is it on UK excluded list? • Is it on US excluded list? • Is it published in a mandating territory? • Check extent • Already on list? • Has it been used on any other list? Enter details on Pack Tracker • Enter details of module: • Module name, number and school • Enter contact details (Use NOW to find course leader) • Use NOW to find student numbers • Enter full bibliographic details of request • Enter statuses and CLA information 15 07 February 2013
  • 16. Rollover! Concierge checks all documents List of exceptions presented for ‘sanity checking’ Emails to academics with full info and usage stats Content rolled over according to academic’s replies 16 07 February 2013
  • 17. • All texts accessed directly through Aspire • Academics can flag possible digitisation requests Easy, validated • Validation issues raised with access in the academics at time of request – most educating our users appropriate • Management of authentication format • More control of which texts are accessible at what times • Transformation of end of year rollover 17 07 February 2013
  • 18. • Academic requesting still within Aspire • Much easier request process for academics to manage • Workflows within dig team much simpler – less keying of data, only Single seamless one set of records to manage workflow • Many previously manual tasks automated • Another tool to help with copyright compliance • Transformation of end of year rollover 18 07 February 2013
  • 19. 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 19 07 February 2013
  • 20. What’s still missing? Information entered in TADC to carry through to Aspire More flexibility in manipulation of document in viewer Notes field Linking digitisation status to review screen Ability for two-way communication with academics More detailed suite of reports Concierge to search where an eBook is available 20 07 February 2013
  • 21. Questions or comments? NTU Resource Lists http://resourcelists.ntu.ac.uk • Dorothy Atherton, dorothy.atherton@ntu.ac.uk Libraries and Learning Resources, Nottingham Trent University 21 07 February 2013