Collections Policy #
As Scholars Portal is critical to the strategic direction of OCUL, and is growing in range and diversity each year, it is important that there be a cohesive approach that can direct the local loading of scholarly digital content. The mandate of Scholars Portal as OCUL’s digital library needs to be understood in terms of key principles, criteria, and priorities that will guide collection-based decisions and activities.
The purpose of this policy is to provide direction on how Scholars Portal (SP) is to be populated with a diversity of digital content in a way that is coherent, forward-looking, and sustainable. This is in accordance with OCUL’s Strategic Directions, one of which is to “Provide and preserve academic resources essential for teaching, learning, and research” for Ontario’s university population. This policy also serves to state Scholars Portal’s policy of acquisition in its role as Trusted Digital Repository for its users and stakeholders.
OCUL’s goal in aggregating content is twofold: long-term preservation and enhanced discovery.
The purpose of SP is to host, whenever possible and in perpetuity, a critical mass of works that has intellectual significance and long-term value, and deliver this in an environment that allows for ease of searching, browsing, retrieval, and reuse. In addition, SP provides opportunities for digital scholarship by making available a large corpus of scholarly content for text or data mining. Content decisions are based on recognized collection development principles such as: authority, originality, curricular and research relevance, timeliness, breadth or depth of coverage, and demand. It is understood that these principles apply to all subject or research areas, across all chronological periods and geographical regions, and that the materials acquired would be in English or French predominantly, but could comprise other, including Indigenous, languages.
This policy is intended to capture what is important to include in SP based on collection decisions made by each OCUL member institution individually and through the consortium and is not limited to what will be hosted in perpetuity.
Background and Mandate #
Scholars Portal is the cornerstone of consortial collection development strategy for Ontario universities. It provides a stable consortially-owned infrastructure for delivering digital collections to the Ontario university community based on a shared vision by Ontario universities for the provision of scholarly resources in a rapid, reliable, and cost-effective manner. Equally important is the stewardship and preservation of our owned materials for future generations of users, including: students, faculty, staff, and other patrons of OCUL member institutions; content producers; and members of the general public. In addition, relevant metadata is hosted alongside full-text content in order to expose users to a wider range of possibilities, thus offering the opportunity to enrich the researchers' environment. Underlying SP is the value proposition that a collaborative approach to resource delivery and preservation can yield powerful and innovative results by linking ideas, materials, documents, services, and researchers.
Scholars Portal is the digital library for the OCUL universities. It is more than the sum of its parts. To this end, it is essential that SP continues to explore infrastructure options and service needs in order to maximize the use and value of the digital collections.
Since its inception in 2002, SP has expanded from its initial focus on archiving and delivering e-journal literature to include a wide range of other resources - e-books, government publications, maps, and numeric and geospatial data. This can be considered a core body of material supporting the diverse requirements for learning, teaching, and research. As information technologies rapidly evolve, it is expected that other types of resources, often interdisciplinary, heterogeneous, and serving niche needs in individual institutions, will be added to Scholars Portal. It will be important to capture student and faculty outputs in various forms in order to highlight this material for further use in teaching, learning, and research.
To the greatest extent possible, SP is conceived as a one-stop portal that supports scholarship, innovation, and knowledge creation in its broadest diversity and potential for the Ontario university community. It is expected that there will be more non-conventional, non-textual resources loaded in the future, such as datasets, streaming content, multimedia resources, and mapping applications. Scholars Portal will develop models for incorporating and accessing emerging formats such as images and streaming audio across disciplines. In addition, SP provides opportunities for new forms of scholarship and discovery – such as text or data mining.
It is also understood that these digital collections need to be made available without barriers, to the greatest degree possible, in order to provide equitable access to everyone in the Ontario university community in accordance with the Accessibility for Ontarians with Disabilities Act, 2005, S.O. 2005, c. 11.
- All content considered for loading into Scholars Portal is governed by the Local Archiving and Hosting Agreement between the vendor, OCUL, and the University of Toronto Libraries.
- Collection criteria pertaining to quality and relevance should be paramount and applied consistently across all resources.
- Primary considerations include: establishing a coherent rationale for the addition of each resource into SP, thereby meeting user information needs; providing orderly access and guidance to the digital resources; and integrating them into library service programs.
- Striving for balance will be maintained among:
- teaching and research tools;
- diverse requirements of user groups (i.e. undergraduate, graduate, faculty, clinical faculty);
- information formats (i.e. reference, abstracting/indexing, full-text, e-books, e-journals, data – both numeric and geospatial, etc);
- unique needs of each OCUL institution, while recognizing that local institutional collection development decision-making and practices must be respected.
- Resources that offer economies of scale by benefiting the most students and faculty across OCUL will be taken into account.
- Consideration will be given to loading digital resources which offer significant added value over print equivalents in such ways as:
- more extensive content;
- broader functionality, such as the ability to invoke linkages to local and/or related resources;
- enhanced access due to the fact that there can be universal, rapid, and remote delivery of content;
- improved resource sharing due to the ubiquity of digital resources;
- ease of archiving, replacing, versioning, and preserving;
- meeting accessibility requirements as described in the Accessibility for Ontarians with Disabilities Act, 2005.
- The content in Scholars Portal will support undergraduate, graduate and faculty needs.
- As permitted, collections will be added to SP evenly among disciplines so as to maintain a balance between broad subject categories while recognizing that some subject areas are more prolific in the production of digital content.
- As much as possible for each discipline, the needed breadth and critical mass of electronic material should be loaded. This includes material licensed or acquired and material digitized from OCUL members' individual collections.
- Lower priority will be assigned to materials where access and preservation are already adequate, where there is no system-wide cost advantage, and where materials present technical difficulties.
- Material housed in institutional repositories, Open Access journal platforms, the open web, or other dissemination platforms will be considered for loading in cases where adding them to the Scholars Portal collection will lead to the material becoming more usable and/or better preserved.
- Priority will be given to collections of provincial and national significance.
- OCUL-IR will continue to use existing protocols for acquisition of materials and to make recommendations for selection and deselection.
- OCUL may designate specific classes of documents which are considered “at risk.” That is, these materials are in danger of disappearing or becoming otherwise inaccessible to the OCUL community. Membership in an “at risk” class will be considered along with the other principles in this section with regard to selecting material.
Establishing Priorities #
The following list represents Scholars Portal’s priorities when loading new resources. The list offers a guide to their relative importance, but unsuitability by one criteria will not necessarily disqualify a resource that is otherwise suitable. In all cases, the final decision will be made through discussion between Scholars Portal staff and members of the OCUL-IR committee.
- Demand: How heavily would the content be used within the OCUL community?
- Extent of commitment: How many OCUL institutions have invested in the acquisition or creation of the content?
- Technical issues: How easily are the resources loaded and integrated into existing SP platforms?
- Collections at risk: Is the collection at risk of disappearing or becoming otherwise inaccessible?
- Geographical scope: Is the content specifically applicable to Ontario or Canada?
- Availability: Is the content easily accessed or securely preserved elsewhere?
- Special remit: All other considerations being equal, has this collection been designated by OCUL as high priority for inclusion in Scholars Portal? Given the evolving nature of information resources, this Collection Policy should be tabled for review triennially by the OCUL Directors.
- Faye Abrams, Consultant (OCUL)
- Catherine Davidson, Co-Chair (York)
- Kate Davis, Consultant (Scholars Portal)
- Tony Horava (Ottawa)
- Harriet Rykse (Western)
- Marisa Scigliano (Trent)
- Jennifer Soutter (Windsor)
- Warren Holder, Co-Chair (Toronto)
2014 revisions by:
- Janice Adlington
- Scott Gillies
- Amy Greenberg
- Steve Marks
- Harriet Rykse (chair)
- Carol Stephenson
- Matthew Thomas
- Weijing Yuan
- Shuzhen Zhao
Revised May 2014 by the OCUL-IR Licensing and Local Load Subcommittee
Related Documents #
Review Cycle #