Creating an e-Environment for
scholarship at the
University of Pretoria (UP)
Integrating the Library’s e-Strategy &
e-Services with UP’s e-Learning &
e-Research environments
Dr Heila Pienaar
Deputy Director: Innovation & Technology
Department of Library Services
University of Pretoria, South Africa
April 2012
[email protected] ; http://www.library.up.ac.za/profile/heila_pienaar/cv.pdf
Content
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Why an e-Information Strategy?
UP Library strategy 2011-2015
e-Information Strategy & projects 2012
Governance
Why an e-Information Strategy?
• Can be seen as a high-level Innovation
Strategy
• Integrate e-Information applications within a
broad framework
• Help to focus the library
• Keep the library on the cutting edge of new
developments
• Establish a framework for capacity e.g. staff, IT
to implement the strategy
• Actually just another term for a focused
corporate Knowledge Management strategy
Why such an emphasis on E?
• In the Library’s risk register dated March 2012:
• Risk: “Not taking advantage of new IT tools,
concepts & breakthroughs to improve current
services and create new services”
• Context:
– “Slow uptake of new innovations by academic clients
and library staff obstruct new and improved services
– Lack of understanding that IT tools have conceptual
implications / new concepts are embedded in IT; a
different way of looking at the world e.g. virtual
worlds” (Web 2.0 ... The Machine is Us/ing Us http://www.youtube.com/watch?v=6gmP4nk0EOE: 4.35 minutes)
UP Library Strategy 2011-2015
• Vision: To be a research library, internationally recognised for
redefining academic librarianship, in order to realise the UP 2025
strategic plan
• Mission: To realise the vision, the UP Library Services will adopt a
"High Tech, High Touch” client-driven focus in order to achieve High
Impact. This will be attained by focusing on the following strategies:
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–
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Client Services,
Innovation & Technology,
Staff Development,
Resources,
Marketing & Quality Assurance, and
Collaboration & Partnerships
Strategies 1
For an integration of "High Tech, High Touch=High Impact", the
following strategies must be implemented:
Client Services
1. High level integration with UP2025
Institutional Research Themes (IRT’s)
through embedded Librarianship.
2. Active partnering with academic
departments and EI in accordance with the
UP2025 enquiry-based teaching & learning
model.
3. Reconceptualise information literacy
training in order to empower clients to
function independently in the knowledge &
high tech environment
4. To provide products & services to enhance
the dual strategy (professional training &
research) of the University.
5. Investigate tools and initiatives to make UP
research more visible
Innovation & Technology
1.
Create an e-Environment for Scholarship at UP
with the focus on the integration of e-products
& e-services (including Information Specialists)
with e-Learning & e-Research
2. Delivery of new technology-based services
e.g.: mobile services (includes training to
library staff & clients).
3. Infusion of relevant technologies into client
processes e.g.: Research Data Management
(includes training to researchers & library
staff).
4. Contribute to the ranking of UP via:
– Implementing the mandates
– The ranking of UP repositories
– Financially supporting publishing in
accredited high-impact Open Access
journals
5. Active partnering with UP IT & EI for the
development and delivery of high-tech
services for research, teaching & learning
Strategies 2
Staff Development
1. Continuing Professional
Development & Workplace
Learning (CPDWL) based on
identified skills sets aligned to
UP2025 & Library Strategy.
2. Development of innovative
organisational culture to realise
UP2025.
3. Cultivate leadership for
innovation.
4. Adopt a Project planning
approach to optimise our
resources & future planning.
Resources
1. Provision of enriched learning
and research spaces.
2. Collection development in
accordance to UP2025.
3. Focus on accessibility of
academic information via a
wide range of devices, such
as mobile.
4. Transform UP libraries to ‘green’
environments
5. Transition to a conducive
physical environment for
innovation and optimal
performance
Strategies 3
Collaboration and Partnerships
1. Establish & maintain meaningful
relationships with key stakeholders
and partners at UP, nationally, in
Africa and internationally.
2. Negotiate and obtain funding, from
the University as well as external
funders for development projects
(third stream income).
3. Identify and link up with partners
that UPLS will collaborate with on
research and development
projects.
Marketing & Quality Assurance
1. Market the Library services &
products to all relevant clients and
stakeholders for greater impact.
2. Manage the image of the Library
through professionally creating and
maintaining the UP Library Services
brand.
3. Enhance QA in all processes,
products and services.
4. Analyses library data for better
management decisions (business
intelligence)
Client Services Action Plan
Strategies
Focused Actions & Timeframe
Executive
Responsibility
Implementation
1.High level integration with
Institutional Research Themes (IRT’s)
through embedded Librarianship.
1. Discuss & respond to implication of
UP2025 IRT’s on client services.
[2012-2013]
Deputy-Director:
Client Services
Faculty Library
Managers & Coordinators
2.Active partnering with academic
departments and EI in accordance with
the UP enquiry-based teaching &
learning model.
2.Discuss & respond to implications of
UP2025 enquiry-based teaching &
learning model. [2012-2013]
3.Alignment with plan for eLearning.
[2012-2013]
Deputy-Director:
Client Services
Faculty Library
Managers & Coordinators
3.Reconceptualise information literacy
training in order to empower clients to
function independently in the
knowledge & high tech environment.
4.Adapt training programmes
according to the UP2025 e.g.: the use
of knowledge products, antiplagiarism, information literacy,
referencing, mobile services. [20122013]
Deputy-Director:
Client Services
Deputy-Director:
Innovation &
Technology
Faculty Library
Managers & Coordinators
e-Service Unit+
4.To provide products & services to
enhance the dual strategy (professional
training & research) of the University.
5.Balance products services and
resources according to the UP 2025
Strategy. [2012-2015]
Deputy-Director:
Client Services
Faculty Library
Managers & Coordinators
5.Investigate tools and initiatives to
make UP research more visible
6.Advise clients on relevant highimpact journals for publishing
purposes. [2012-2013]
7.Investigate and implement relevant
tools. [2012-2013]
8.Investigate international and UP
initiatives e.g. Researcher ID’s.
[2012-2013]
Deputy-Director:
Client Services
Deputy Director:
Innovation &
Technology
Faculty Library
Managers & Coordinators
Information
Specialists
UP Repository
Manager
+Include e-project co-ordinators
Innovation & Technology Action Plan
Strategies
Focused Actions & Timeframe
Executive
Responsibility
Implementation
1.Create an e-Environment for
Scholarship at UP with the focus on
the integration of e-products & eservices (including Information
Specialists) with e-Learning & eResearch
1. Via the e-Strategy / Innovation &
Technology strategy action plans*.
[2012-2015]
Deputy-Director:
Innovation &
Technology
Deputy-Director:
Client Services
e-Service Unit+
Library IT
UP IT
EI
Faculty Library
Managers & Coordinators
Information Specialists
2. Delivery of new technology-based
library services e.g.: mobile services
(includes training of library staff &
clients).
2. Via the e-Strategy / Innovation &
Technology strategy action plans.
[2012-2013]
Deputy-Director:
Innovation &
Technology
e-Service Unit+
Library IT
UP IT
EI
3. Infusion of relevant technologies
into client processes e.g.: Research
Data Management (includes training of
researchers & library staff).
3. Via the e-Strategy / Innovation &
Technology strategy action plans.
[2012-2014]
Deputy-Director:
Innovation &
Technology
e-Service Unit+
Library IT
UP IT
4.Contribute to the ranking of UP via:
• Implementing the mandates
• Ranking of UP repositories
• Financially supporting publishing in
accredited high-impact Open Access
journals.
Via the e-Strategy / Innovation &
Technology strategy action plans.
[2012-2013]
Deputy-Director:
Innovation &
Technology
e-Service Unit:
Repository manager &
Open Scholarship
manager
Library IT
5.Active partnering with UP IT & EI for
the development and delivery of hightech services for research, teaching &
learning.
Via the e-Strategy / Innovation &
Technology strategy action plans.
[2012-2015]
Deputy-Director:
Innovation &
Technology
e-Service Unit+
Library IT
UP IT
EI
*Separate document
Staff Development Action Plan
Strategies
Focused Actions
Executive
Responsibility
Implementation
1.Continuing Professional
Development & Workplace
Learning (CPDWL) based on
identified skills sets aligned to
UP2025 & Library Strategy.
1.Create a staff development plan.
[2012-2013]
2.Strategic HR management e.g.:
• Succession planning
• Employment process
• Promotions and remuneration
• Mentoring & coaching
• Identification of relevant skills
• Up-skilling for a high tech
environment. [2012-2015]
3.Redeployment of staff to support
strategic initiatives. [2012-2015]
4.Review & co-ordinate all staff
training. [2012-2015]
Deputy-Director: Staff
Development &
Resources
Deputy-Director:
Innovation & Technology
All Line Managers
2.Development of an innovative
organisational culture to realise
UP2025.
5.Conduct an audit & implement
recommendations. [2012-2014]
Deputy-Director: Staff
Development &
Resources
All Line Managers
3.Cultivate leadership for
innovation.
6.Research and consult with
experts. [2012-2014]
Deputy-Director: Staff
Development &
Resources
Library Executive
All Line Managers
4.Adopt a Project management
approach to optimise our
resources & future planning.
7.Provide training in Project
management to middle
management and project leaders.
[2012]
8. Use project planning for
strategy implementation.[2012]
Deputy-Director: Staff
Development &
Resources
Library Executive
All Line & Project
Managers
Resources Action Plan
Strategies
1.Provision of enriched learning and
research spaces.
Focused Actions & Timeframe
Executive Responsibility
Implementation
1.Conduct a space audit. [2012]
2. Plan the systematic upgrading of
facilities at all libraries and implement
according to funds. [2012-2015]
Deputy-Director: Staff
Development & Resources
Director
Physical facilities manager
UP Physical facilities
Leaders of Faculty libraries
2.Collection development in accordance
to UP2025.
3.Finalise the Journal Project. [2012]
4. Address the issue of storage space for
collections. [2012-2013]
5. Benchmark collections. [2012-2015]
6. Expand the e-collection [2012-2015]
Deputy-Director: Staff
Development & Resources
Technical Services Manager
Journals manager
Responsible staff in Faculty
Libraries
Information specialists
3.Focus on accessibility of academic
information via a wide range of devices,
such as mobile.
7. To investigate & implement ‘e-Reader &
e-Book’ action plans, e.g.: [2012-2013]
• To give the Overdrive manager a list of our
academic e-Books & publishers so that they
can start negotiations
• To 'buy' Overdrive e-book lending system for
a year for experimental purposes
• To start a e-Book/e-Reader club
• To download Calibre for own experimental
reformatting purposes
• Align mobile actions on campus
Deputy-Director; Innovation
and Technology
Deputy-Director: Staff
Development & Resources
e-Reader / Tablet & e-Book
task team
4. Transform UP libraries to ‘green’
environments
8.Measuring the ‘carbon footprint’ . [20122014]
9.Implement ‘Handprints’ philosophy
(http://www.handprinter.org/ ). [20122015]
10. Plants in libraries. [2012]
11. Raising level of awareness. [2012]
12. Recycling. [2012]
13. Energy-saving methods. [2012]
Library Director
All
5.Transition to a conducive physical
environment for innovation and optimal
performance.
14.Space Audit & physical space upgrading
[2012-2015]
Deputy-Director: Staff
Development & Resources
Library & UP Facilities
Marketing & Quality Assurance Action Plan
Strategies
Focused Actions & Timeframe
(pending appointment of
Assistant Director)
Executive
Responsibility
Implementation
1. Market the Library services &
products to all relevant
clients & stakeholders for
greater impact.
1.Conduct surveys and manage
the implementation of the results
to ensure that the UPLS is client
driven Create marketing material
• Organise marketing events
• Co-ordinate marketing
initiatives
• Identify marketing opportunities
• Manage exhibition equipment
• Establish marketing committee
• Quality control
Assistant-Director:
Marketing & Quality
Assurance
Secretary of the
Marketing assistantdirector
All
2. Manage the image of the
UPLS through professionally
creating and maintaining the
UP Library Services brand.
2. Facilitate the professional
management of the UPLS brand.
3.Align with UP brand
management
4.Interface with UP marketing
division
Assistant-Director:
Marketing & Quality
Assurance
All
3. Enhance QA in all processes,
service and products in the
Library
5.Conduct survey regularly, e.g.:
LibQual.
6.Interface with quality office.
7.Co-ordinate the Library aspect of
accreditation visits to Academic
departments.
Assistant-Director:
Marketing & Quality
Assurance
Secretary of the
Marketing assistantdirector
All
4. Analyses library data for
better management
decisions (business
intelligence)
8.Develop expertise in business
intelligence.
Assistant-Director:
Marketing & Quality
Assurance
Business intelligence
analyst
Collaboration & Partnerships Action Plan
Strategies
Focused Actions
Executive
Responsibility
Implementation
1.Establish & maintain
meaningful relationships with
key stakeholders and partners at
UP, nationally, in Africa and
internationally.
1.Actively manage the UPLS
relationships with its key
stakeholders and partners, by
among others creating interaction
and communication opportunities.
[2012-2015]
2.Create and maintain database of
the key partners of the UP Library
Services. [2012-2015]
Director: Library
Services
All
2.Negotiate and obtain funding,
from the University as well as
external funders for
development projects (third
stream income).
2.Identify projects that the UPLS
can use for attracting external
funding and the relevant funders
for these projects. [2012]
3.Ensure UP funding for new
initiatives. [2012-2015]
Director: Library
Services
All
3.Identify and link up with
partners that UPLS will
collaborate with on research and
development projects.
4.Facilitate the creation of
research and development
projects. [2012-2015]
Director: Library
Services
All
14
e-Information Strategy & projects 2012
e-Research
e-Learning
e-Resources
Library web
Repositories
Integration with
UP e-Learning &
e-Research
Open
Scholarship
Web / Library 2
Mobile
services
Digitisation &
Preservation (incl
preparing info for mobile
use)
Gamification
Library IT support and development of e-Applications
Objective: Creating an
e-Environment for Scholarship
Heila Pienaar
Elna Randall
e-Research
Christelle
Steyn
e-Learning
e-Resources
Soekie
Swanepoel
Library web
Repositories
Hettie
Groenewald
Mobile
services
Johann van
Wyk
e-Steering
committees’
managers
Digitisation &
Preservation (incl
preparing info for
mobile use)
Open
Scholarship
Elsabe
Olivier
Web / Library 2
Janice
de Wee
Gamification
Bettie de
Kock
Ria
Groenewald
Library IT support and development of e-Applications
Leonora
Wydeman
e-Research
1. Relevant Library 2015 strategies: Innovation & Technology: Create an eEnvironment for Scholarship at UP with the focus on the integration of eproducts and e-services with e-Research; Infusion of relevant technologies
into client processes e.g. Research Data Management
2. Introduction & strategic context: Worldwide, the research paradigm is in the
process of expanding into e-Research. This implies new ways of scientific
workflows, collaboration, dissemination and reuse of research results,
specifically via the Internet (http://www.ariadne.ac.uk/issue59/pienaar-vandeventer/)
3. Goals & objectives
4. e-Research:
4.1 VRE (Virtual Research Environment): Further develop & implement the
Natural products VRE; Identify UP, Library or external IT support for UP VRE
development & implementation
4.2 Research data management: Advertised and appoint UP research data
manager
4.3 e-Research advocacy: African Digital Scholarship & Curation conference &
workshops 2013
4.4 Integration: Investigate the possibility of high-level integration of the
Library’s e-Services (& Library staff) with UP’s e-Research systems (if
implemented)
e-Research
5.List of deliverables & milestones: Successful Natural Products VRE
actively used by Sabina group in Southern Africa (2012); VRE software
available for evaluation i.e. Sakai & PeopleSoft (2012-2013); Appointment of
UP research data manager (2011); Successful conference (2013); Project plan
for integration of e-Services (2015)
6. Roles & responsibilities: dr Heila Pienaar (UP Library); NeDICC
members; dr Martie van Deventer (CSIR); UP Research Data Manager
7.Marketing & communication: Conferences, workshops, papers, articles
etc.
8.Staff issues: Priority 1: senior post for VRE development & implementation
(2013-2014)
9.Resources needed: IT support essential
e- Learning
• Introduction & strategic context
• Goals & objectives (differentiate between focus
area and integration goals and objectives)
– Raise awareness of Web 2.0 tools in the UPLS
– Empower staff with additional knowledge
– Foster a environment of creativity and innovation through use of
new technologies in the academic library
e-Learning Team
Elna Randall
Refilwe Matatiele
Bettie de Kock
Marie Theron
Sello Baloyi
Janice de Wee
e-Learning
• List of deliverables for 2012
– New Blackboard: Integration of Blackboard with specific
teaching and learning courses, GSTM distance students.
• Launch Pilot project with above mentioned group.(Sort
Problems out with various role-players)
– Mobile Blackboard: How can it influence training, reach bigger
audiences, impact on Information specialist workload, embedded
librarianship, change how Library Click UP pages are created.
– Melanie Malan to speak to Info Specialist on “How do they use
Sakai” at UNISA.
– Staff development: On going training. New ideas
E-Learning
• Roles & responsibilities
– Each faculty library has a representative.
– Journal Club (Staff from Library)
– Involvement with other e-strategies
• Marketing & communication
– Use Facebook and Library Webpage
– Communication to our clients.
e-Resources, Discovery and
Search tools & catalogue
• Introduction & strategic context: The e-resources strategy
operates within the framework of the UP Library Services e-strategy to support research, teaching
and learning by continuously moving to electronic delivery of information resources. The
Millennium library management system Metalib search engine and discovery portal PRIMO are
regularly updated with new functionality to improve access to these resources.
• Goals & objectives: -
• List of deliverables: -
Expand e-books collection
MARC records for e-Books in catalogue
Integration of Millennium and ORACLE
PRIMO launch
Evaluation of PRIMO over time
Identify and purchase
- Management
- Access and delivery
- Monitor end user usage
- Relationship and partnership ( Library
Management System Steering Committee and E-Resources Working Group will
meet regularly to consider and advise on new products and resources, operational
issues and policy)
e-Resources, Discovery and
Search tools & catalogue
• Milestones: E-Books project
- There is not yet a critical mass of prescribed e-books available
- Certain business models make option for e-books more
expensive
2011 - phase 2 of the e-books project – emphasis on Humanities
PRIMO
- Real time problem with PRIMO - Follow up on use of
MAJAX to address this issue - Mid 2011
• Roles & responsibilities:
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Marie Swanepoel - Access and Chrissie Boeyens - Purchasing, management, relationship and
partnership, monitor
end user usage and Metalib administration
delivery, manage A- Z list and SFX, exam papers
Anette Lessing - Millennium administrator, PRIMO administrator and SFX back end administration
Soekie Swanepoel –
LMS Steering Committee – Strategically serves as vehicle for discussion and debate, for creating
policy and direction and for resolving problems regarding Millennium, PRIMO and SFX
E-resources Working Group - Serves as a vehicle for discussion and debate, for creating policy
and direction and for resolving problems regarding e-information resources.
e-Resources, Discovery and
Search tools & catalogue
• Marketing & communication:
Launching of PRIMO will take
place later this year and with that an extensive marketing campaign for e-books
For a short period before this event, marketing for PRIMO and e-books will be done
on big screens and info sessions
• Staff issues: - Vacancy for post responsible for OPAC not filled.
- Planning process to fill post of Marie Swanepoel who is
retiring at end of 2011 will start soon
• Resources needed
At the moment the roles and responsibilities as mentioned above as well as the
OPAC administration are part of LTS as well as Library Systems. The ideal situation
would be if it could form a section within LTS for optimal effectiveness and efficiency.
This section will consist of Millennium and PRIMO administrator (Anette Lessing), EResources librarian and Metalib administrator (Chrissie Boeyens ), OPAC
administrator(Vacant), Access, A-Z, SFX administrator (Marie Swanepoel)
T
Open Scholarship
•
•
Introduction & strategic context: The University of Pretoria is committed to changing
scholarship practice at UP, in order to become an Open Scholarship institution in support
of the global Open Access movement. The Open Scholarship Office manages the
mandated submission of research papers, theses and dissertations, collaborates with
Dept. Research & Innovation Support & facilitates Open Access initiatives on campus.
Goals & objectives:
– openUP (research articles): 1. Submission of at least 60% of the 2011 research
papers & finalize annual finds 2. Continuous & simultaneous submission of 2012
research articles 3. Implementing the SWORD protocol for OpenJournals/BioMed
Central 3. Investigate Excel importation of metadata 4. Extension of publisher’s
permission 5. Explore further national & international collaboration 5. Investigating
linking downloads with citations.
– UPeTD (electronic theses and dissertations): 1. Submission of 2012 theses &
dissertations 2. Coordinate retrospective digitization requests 3. Involvement in the
thesis & dissertations workshop 4. NDLTD Board member 5. Investigate the
feasibility of a retrospective digitization project of theses/dissertations.
– Research Report 2010: 1. Linking of at least 60% of 2011 research papers
– Open Access Day 2012 & advocacy: 1. Organize various Open Access awareness
raising events throughout the year 2. Open Access Day 2012 3. Open Access fund
‒ Integration: 1. ETD integration with UPSpace 2. Investigating the possibilities of
integrating UPeTD with Click-up/People Soft.
•
•
List of deliverables: 1. Substantial percentage of submitted research articles &
theses and dissertations 2. Effective integration of eTD’s in UPSpace &
SWORD protocol; 3. Successful Open Access awareness raising events and
establishment of Open Access fund
Milestones:
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
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openUP:
1. Obtaining substantial post-prints and submitting articcles (throughout the year)
2. Implementing the SWORD protocol for OpenJournals (2012 - dependent on UPSPace
migration)
2. Research Excel importation of metadata (? July 2012 – dependent on IT expertise)
3. Extension of publisher’s permission & explore collaboration (throughout the year)
UPeTD:
1. Submission of all the theses and dissertations & requested retrospective items by
December 2012
2. ETD integration with UPSpace (? - dependent on IT expertise)
Research Report 2011:
1. Successful finding of UP research papers (End May 2012)
Open Access Day 2012 & advocacy:
1. Open Access awareness raising events (throughout the year)
2. Annual Open Access Day celebrations on campus (October 2012)
3. Establishment of an Open Access fund (dependent on Executive support)
Integration
1. ETD integration with UPSpace (dependent on IT expertise)
•
Roles & responsibilities:
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
openUP:
1. Recording, receiving, submission & approval of articles (Open Scholarship team)
2. Implementing the SWORD protocol for OpenJournals (Elsabé Olivier, Hettie
Groenewald, IT expertise)
3. Research Excel importation of metadata (Elsabé Olivier, Hettie Groenewald, UP &
library IT expertise)
4. Extension of publisher’s permission & explore further national & international
collaboration (Elsabé Olivier & Hendriette Jansen van Vuuren)
UPeTD:
1. Recording, receiving, submission & approval of theses & dissertations (Open
Scholarship team)
Research Report 2011:
1. Substantial linking of research papers (Open Scholarship team)
Open Access Day 2012 & advocacy:
1. Open Access awareness raising events (Elsabé Olivier & Hendriette Jansen van
Vuuren)
2. Establishment of an Open Access fund (Heila Pienaar & Elsabé Olivier )
3. Open Access Day celebrations on campus (Open Scholarship team)
Integration
1. ETD integration with UPSpace (Elsabé Olivier, Hettie Groenewald, UP & library IT
expertise)
•
•
•
•
Marketing & communication: Marketing and communication of the openUP mandate and
Open Scholarship initiatives will be done throughout the year on invitation and demand via the
two post-boxes (openUP & UPeTD), Campus News announcements, invited presentations &
workshops. The highlight of the year’s marketing is the annual Open Access Day celebrations in
October 2012. Negotiations are underway in having a speaker from BIOMED Central (an Open
Access publisher of 213 peer-reviewed Open access journals in Science, Technology and
Medicine) address the campus researchers.
Staff issues: The new developments depend heavily on Hettie Groenwald and UP & library IT
expertise and other IT support. Hendriette Jansen van Vuuren, Arthur Molefe, Hannetjie
Boshoff, Carien Naude, Gloria Maripane, Alet Grobler will handle the bulk of the 3000 annual
submissions, but we are very dependent on support from the researchers in the faculties to
supply the post-prints of their research articles.
Resources needed: Adobe Acrobat X Pro for team members, funding for Open Access fund
and preferably a full-time staff member for article submissions.
Alignment with strategies : Open Scholarship initiatives are aligned with the following
strategies :
–
–
–
–
Client Service (making UP research more visible)
Innovation & Technology (create an e-Environment for Scholarship at UP with the focus on the
integration of e-products & e-services (including Information Specialists) with e-Learning & e-Research;
contribute to the rankings by implementing mandates, the ranking of UP repositories, financially
supporting publishing in accredited high-impact Open Access journals)
Collaboration & Partnerships (establish & maintain meaningful relationships with key stakeholders and
partners at UP, nationally, in Africa and internationally).
Marketing & Quality Assurance (market the Library services & products to all relevant clients and
stakeholders for greater impact; manage the image of the Library through professionally creating and
maintaining the UP Library Services brand).
Repositories
•
Introduction & strategic context: In supporting Open Access, UPSpace is the UP archive of
research output produced, submitted and sponsored by the UP Community and research material
donated to the University of Pretoria for long term preservation, distribution on the web and to
create visibility of the University of Pretoria and the authors internationally
•
Goals & objectives:
– Repository:
1. Developing a model of expertise and processes for easy upgrading of UPSpace
(Strategy 1: Innovation & Technology : 5 IT Partnering,)
(Strategy 2: Staff development: 4. Project Planning approach)
2. Ranking of UPSpace
(Strategy 1:Innovation & Technology 4. Ranking of UP Repositories)
3. Enhance QA in all processes, products and services
(Strategy 3: Quality Assurance)
4. Building productive international repository networks
(Strategy 1: Client Services 5. Investigate tools and initiatives to make UP Research more
visible)
(Strategy 3: Collaboration&Networks)
5. Batch import of eTD’s and journal articles to UPSpace
(Strategy1: Innovation&Technology) (Strategy 3: Quality Assurance)
– Integration: Investigate UP e-Learning and e-Research environments to identify integration
needs and possibilities
•
List of deliverables:
1. Software upgrades are easy, quick and problem free
2. Registration at harvesters
3. QA of UPSpace according to standards set by OAIS model and Trusted repository
4. UPSpace harvested internationally
5. Effective integration of eTD’s and batch import of articles in UPSpace
UPSpace
1.
Milestones
1. Update from DSpace 1.6.2 to 1.7.2, test period, finalization, certificates
2. Look & feel changed
3. Harvesters
4. Policies
5. Quality control
6. Training
7. New projects identified
8. IRCoP : networking and support
9. Marketing
2. Roles and responsibilities:
1. Repository manager & Systems Administrator
2. IT consultancy
3. Webmaster
4. Faculty Library leaders, Information specialists, Metadata editors
Digitization office, Copyright officer, and committed role players
UPSpace
3. Marketing & communication : UPSpace User group, UP Community, IRCoP, Internet
(UPSpace Wiki, UPSpace Facebook)
4. Staff issues:
- System administrator Leonard Daniels , backup ?
- IR manager back up : Christelle Steyn
- 14 dedicated metadata editors
- few Information Specialists involved
- some UP personnel involved
- New roles :
- Collection Administrators for Faculty libraries to take responsibility for the mapping
and QC of the collections
- QC manager to assist the IR manager
- Developing new projects and new functionalities of 1.7.2 depends on IT for availability
and expertise : Leonard Daniels and IT consultant Shaun Donovan :
- Batch import of articles
- Migrating UPeTD to UPSpace
- Author/department dropdown lists , continuous upgrading workflow
- Create additional fields for: department, researcher ID (Orcid)
- Harvesting of UPSpace by Thomson Reuters +
Library Web
• Introduction & strategic context
– To give access to UPLS products and services via the web
based platform
– To enhance partnerships with clients, delivery of new technology
based services & infuse relevant technologies into client
processes - in line with the 2025 UP strategic plan
• Goals & objectives
– Investigate new methods for stats analysis of the web to assist
with management decisions & business intelligence (innovation
& tech, staff development, marketing & quality assurance)
– Investigate new technologies for web pages (innovation & tech,
staff development, collaboration & partnerships, marketing &
quality assurance)
Library Web
• Goals & objectives (cont)
– Facilitate & maintain access to the library and library resources
via the Internet, mobile phones, and social networks, e-Learning
platforms e.g. UPLS website, UPLS Mobi, Facebook, Twitter,
clickUP (client services, resources, collaboration & partnerships,
marketing & quality assurance)
– “Web usability” study to be done in collaboration with Dept of IS
(client services, innovation & tech, resources, collaboration &
partnerships, marketing & quality assurance)
• Milestones
– Mobile site – partner with mobile services committee
– On-going incorporating of Lib 2.0 tools within the website partner with Lib 2.0 committee
– “Web usability” study to be done in collaboration with Dept of IS
Library Web
• Roles & responsibilities
– Each faculty library has a representative which updates and
maintain their website
– Webstir committee active – rep’s from all faculty libraries / library
departments
– Janice as back-up for web
• Marketing & communication
– Use web for marketing of events, products and services within
the library
– Communication needed from clients: Mobile site
– Instant messaging is ongoing
– Intensive marketing needed of mobile site (work with Mobile
team)
Web 2 / Library 2 / Social software
• Introduction & strategic context
– Redefining UPLS in terms of use and implementation of new
technologies – in line with the 2025 UP strategic plan
– Become leaders in the use & integration of Lib 2.0 tools in the
academic environment
• Goals & objectives
– Maintenance of Web 2.0 tools in the UPLS (client services,
innovation & tech)
– Investigation of new tools & their use (innovation & tech, staff
development, marketing & quality assurance)
– Investigate & realise policies & best practices (innovation & tech,
staff development, collaboration & partnerships, marketing &
quality assurance)
– Training (basic & advanced): staff & clients (client services, i & t,
staff development)
Web 2 / Library 2 / Social software
• Milestones
– Audit of existing tools
– Create best practices guidelines for Lib 2.0 tools used within
UPLS
• Wiki with best practices, guidelines & policies
• Updated information of new developments & tools
– Maintain and sustain good practices
– Involvement at the Sept marketing & training event
– Collaboration with Marketing Unit of UPLS
• Making use of web 2 tools for marketing
– Partner
•
•
•
•
UP web office for alignment
UP Marketing & Communication
External e.g. CSIR, UJ, UNISA, iBala etc.
UPLS Mobile Committee
Web 2 / Library 2 / Social software
• Roles & responsibilities
– Web 2 committee with rep from most UPLS units
• Marketing & communication
– Facebook & Twitter
– Link all UPLS social sites
• Resources needed
– Assistance from Management regarding web 2 issues
– Assistance from the web 2 committee members
– Time
Mobile library services
• Focus
Creating a Mobile Library Environment for scholarship at the University of
Pretoria
• Introduction & strategic context
Library clients and staff are increasingly making use of Mobile technologies
to work, play, and research, which in turn has been driven by a rapid
development in the spectrum of smart-phones, tablets and e-readers
available at relatively low cost. This has created an expectation for access
to mobile library services, and the library recognises this development as a
critical long-term strategy for providing library services to our clients when
and wherever they are and in the format they require
• Relevant Library Strategy
Innovation and Technology Strategy: Delivery of New Technology-based
Services
Mobile library services
• Goals & objectives
 Goal 1: Establish wireless technology in all of the UP Libraries
•
•
Negotiate with UP Dept of IT to install wireless hot spots in the UP Libraries
Buy a number of 3G contracts (with wireless modems) to enable experimentation until
the wireless hot spots have been established
 Goal 2: Educate the library staff in mobile technologies
•
•
•
•
•
•
Buy a number of mobile devices for experimentation and training
Develop a “Live Lab” (University of Glasgow Library) concept for device and mobile
services testing
Engage all staff in mobile idea-generating activities (see
http://conferences.infotoday.com/documents/146/A104_Heidemann.pdf
Develop a mobile learning model for staff (with exercises on how to use a mobile
device and mobile services
Investigate how these devices can be used in work processes
Showcase success stories to the rest of the staff
 Goal 3: Develop mobile design skills of identified staff members
•
Send current web development staff and core mobile steering committee members for
training in the following: HTML 5, Java, CSS 3, App Development
Mobile library services
 Goal 4: Determine the needs of our library clients with regard to
mobile library services
•
•
•
Do a survey of library clients’ needs with regard to mobile library services
Do a survey of the devices used by our library users
Generate a Google Web Analytics Report to see which devices are used by our users
to access our library site
 Goal 5: Determine what content we will include in our mobile
services and products
•
•
•
•
Re-evaluate the content of the current UP library mobile site, and redesign if
necessary (client needs analysis has to be taken into account; also find out what
other libraries have done). Add content if needed
Investigate integration of library mobile content with ClickUP (Blackboard) Collaborate with Dept Education Innovation in this regard
Investigate how augmented reality can be added to mobile library pages and
implement
Investigate more uses of QR Codes in the library
Mobile library services
 Goal 6: Determine in which way mobile services will be delivered
to our clients
•
•
•
•
•
Use Mobile Stylesheets (CSS)?
Use Mobile website? – Directs users to scaled-down website [JavaScript Re-Direct] (we
already have one) – are we going to revise/redesign the mobile website
Use Mobile Web Frameworks? (see http://tinyurl.com/cuwfe4f ). A mobile web
framework is a collection of CSS and JavaScript code that create templated
interactions and designs upon which mobile websites can be built
Use Native Mobile Apps for each platform? Buy (e.g. Boopsie, Librarything) or build
our own (e.g. http://www.emmaclark.org/mobileapp/ )
Use All of the above?
 Goal 7: Conduct training courses in mobile technology and
services to our library clients
•
•
•
Conduct courses focusing on mobile devices and their use
Conduct courses focusing on the library mobile site and its services and products
Investigate the accessibility of information literacy games via smart phones and tablets
Mobile library services
Goal 8 – Investigate & Implement E-Books for E-Readers and
tablets (Sub Project – Heila interim leader)
• To give the Overdrive manager a list of our academic e-Books & publishers so that
they can start negotiations
• To 'buy' Overdrive e-book lending system for a year for experimental purposes
• To start a e-Book/e-Reader club
• To download Calibre for own experimental reformatting purposes
• Align mobile actions on campus
Mobile library services
• Resources needed
Item
Price per Unit
Total
4 x Apple IPAD 3 (64 GB + WIFI)
R8300.00
R33 200.00
4 x SAMSUNG - 8.9 INCH GALAXY TAB
P7300(P5)
R6700.00
R26800.00
2x 3G contracts MTN Progressive, 2 GB
R149.00 p/m for
24 months per
contract
R3576.00 per
year (R7152.00
for 24 months)
Courses in: HTML 5, Java, CSS3, and App
Development
Needs to be
determined
Space/place where the concept of a “Live Lab”
can be established – a place where these
tablets and e-readers can be housed and be
tested
Mobile library services
• Milestones
•
•
•
•
•
•
•
•
•
•
UP Library Mobi went live on 3 March 2011 (Christelle Steyn & Anette Lessing)
UP Explore Library Catalogue is available via Mobile (Anette Lessing)
UPExplorePlus (The Primo Portal) is available on iPhone (Anette Lessing)
E-Journals Platforms available on mobile indicated with an image of a cell phone
(Marie Swanepoel)
Journal titles on our A-Z list of e-journals indicated with an image of a cell phone
(Marie Swanepoel)
Many of our databases are available on mobile
The reference managing software that we use is available on mobile
Positive reaction from academics on launch of Library Mobi – especially from the
Faculty of Education
Experiencing positive interest from students when marketing Library Mobi in training
sessions
7 Kindles bought for experimentation and training
Mobile library services
Marketing & communication
Marketing will be done via posters in the Library, the Library Web Site, LCD
screens in the libraries, brochures, library training sessions, social media, and
through communication to departments by information specialists and UP
Campus News
Mobile library services
• Roles & responsibilities
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
(* Core members)
Johann van Wyk* (Education Library) - Coordinator
Christelle Steyn* (Web Master) - Library Mobile Site
Anette Lessing* (IS&T) – Library Mobile Catalogue
Ria Groenewald* (Digitization Office) – E-readers and Tablets - experimentation & App Dev
Bettie de Kock* (Learning Centre) - Information Literacy Games via mobile devices
Lebo Raphadu* (e-Resources) - Continuously checking for e-resources adapting to mobile
Chrissie Boeyens (e-Resources) - Continuously checking for e-resources adapting to
mobile, e-books for mobile
Janice de Wee (Level 5) - Library Mobile Site, Web 2 tools, QR Codes
Isak van der Walt* (IS&T) – Tablets and e-readers
Leonora Wydeman (IS &T) – Representative
Adrienne Warricker (Level 1 & 6) – Representative
Gerda Ehlers (Learning Centre) – Representative
Susan Scheepers (Medical Library) – Representative
Liana Viljoen (Oliver Tambo Law Library) – Representative
Antoinette Lourens (Jotello F. Soga Veterinary Library) – Representative
Kosie Eloff (Department of Information Science) – Representative
Refilwe Matatiele (Level 5) – Representative
Level 2 – person to be identified
Digitisation office
STRATEGIC DOCUMENT
2012
Digitisation
•
Introduction & strategic context:
- Digitisation of analogue content to support the UPLS strategy as well as the eStrategy.
- Digitally preserve the archival scan formats
- Support and work in tandem with the e-strategy projects where applicable
- Start with a mobile strategy
•
Goals & objectives:
- Digitisation:
1. Ranking and Training: Be the best in South Africa in knowledge and practical
experience in digitisation and accompanying initiatives in order to be
acknowledged by the National and International Digitisation Community
(Training and out-sourced work)
2. Mobile Reading Club – hands on training (need Wi-Fi )
3. Mobile device content delivery
4. Completion of projects according to due date
5 Involvement: SAOUG/LIASA/SAPCON/BINForum/African Digitisation Forum
Digitisation
Digitiserings statistiek:
January to March 2012
Oversized
materials
Pages scanned Suprascan
Digibook Scanner
Huisgenoot
Die Brandwag
Thesis UPEtd
Hans Merensky
Training Parliament
Books (missing pages)
Engineering
Pages scanned on flatbed
scanner
Inaugural addresses
Merensky
Africana Book (Handwritten
Journal
Microfiche
Rockart scans
Total
Pages
42,576 up until 2012/04/12
0
eers gescan vanaf April
41,772
257
436
100
6
5
7,580
66
7,514
95
1,631
0
eers gescan vanaf April
51,787
Current Projects
Africana
Hans
Merensky
Law
Vet (OVI)
Engineering
ETDs
•
SAMA Music
Collection
(Completion 2012)
Information from
Huisgenoot/
Brandwag articles
Complete document
collection Dec 2012
• Paper
preservation
• Digitisation
• Digital
preservation
• Animation
Old Law Statutes
(depending on hourly
staff) – Shirley to
organise funding
Project ongoing
(estimated 5 years)
Need temporary
hourly staff
• SAVA
• OPJ
(Depending on
finalisation of
OVI/VET MoU)
• Prof Visser to
provide staff and
depending on
UPSpace
capacity
• See Africana
•
Budget proposal
for retrospective
ETDs - June 2012
Hans Merensky
collection include
Botanical Flower
Plants (Journals)
which will sort under
“Plantkunde”
OCR Law project –
(Shirley to
provide/organise
funding)
• WDL: Rock Art
and books (grant
for 4 months)
(Ongoing)
Include Hans
Merensky Project in
Library Centenary
2012 - Team to be
involved
Current Projects
Africana
SANBI
Theology
Mobile
Department of
Afrikaans
High-Fly &
Training
Huisgenoot:
• Funding promised
by Media24
• MoU to be
finalised
• Programming and
inclusion of files in
codec for reading
on mobile devices
(Ongoing)
Botanical Books and
Journals (Flowering
Plants) Starting date
2012
• Depend on grant
funding
negotiations in
process
HTS – derivatives
(UPSpace policy
requirements)
•
Reading club with
focus on mobile
device use
(depend on
working Wi-Fi)
• Gawie Nienaber
Room –
depending on
proposal by Prof
Ohlhoff (Adrienne)
• Dissertations
and Theses
• Microfiche
• Click-up
• Directorate
• Articles
•
Packaging of files
for reading on
mobile devices
(first delivery =
end August)
• Inaugural
addresses and
Pretoriana
(per request)
• Africana Books (per
request)
Articles per request
Training per request
and according to
capacity in digi office
Strategies: Digital Preservation
• Discuss with IT : Digitisation office’s role in preservation and management of
Digitisation Archival Server (need urgent attention)
• Workflow for Digital Preservation including technology, organisation and resources
(need IT support – need urgent attention)
• Implement strategy and staff training for continued digital and paper preservation
• Data curation implement preservation circle – follow-up for possible future digitisation
Digital preservation can be defined as the series of managed activities
necessary to ensure meaningful continued access, for as long as it is
required, to digital objects and materials
http://www.jisc.ac.uk/preservation
Strategies: Mobile Technology
• Mobile persuasion
• Use of devices for better library client service - not only for web page and
catalogue access
• Use of devices for researchers (packaging for mobile devices: repository and
VRE)
• Think ahead – what can or may be implemented and be useful to students in
Africa
Staff issues and Resources
• Digitisation Assistant: New position hopefully filled June 2012
• At least 2 persons @ 8 hour per day/5 days / per week (hourly staff members)
[Robert]
• Staff need to be allocated per collection / project management plan
• Marketing and communication via QR-codes, own published books on display in
office, and PPT on screen, level 3
Gamification
1. Relevant Library 2015 strategies:
Innovative organisational culture
Enriched learning
Meaningful relationships with partners embedded librarian
Partnering with stakeholders
2. Introduction & strategic context:
Gamefication is the application of game theory in non gaming teaching
Simulation based games – strategic importance Higher Education
Horizon report
3. Goals & objectives
To enrich learning experience of students
To apply gamefication and games in different contexts
Reconceptualise information literacy
4. e-Research:
4.1 Innovation for e-research and development
4.2 Anti-plagiarism role in e-research
4.3 Software that supports e-research
4.4 Integration
Training
Gamification
5.List of deliverables & milestones:
Gaming tournament
New games
Test possible software
6. Roles & responsibilities:
Anti-plagiarism
Information literacy products
Information specialist
Turnitin / referencing software
7.Marketing & communication:
Relevant stakeholders
8.Staff issues:
Specific needs
.Resources needed:
On request
Library IT
1. Relevant Library 2015 strategies:
2. Introduction & strategic context:
3. Goals & objectives
4. e-Research:
4.1
4.2
4.3
4.4 Integration
Library IT
5.List of deliverables & milestones:
6. Roles & responsibilities:
7.Marketing & communication:
8.Staff issues:
9.Resources needed: