Canadian Association of Research Libraries

2019 Fall Member Meeting
2019-11-05 00:00 - 2019-11-07 23:59 (America/Toronto) | Fairmont Le Château Montebello, 392 Notre-Dame, Montebello, Québec, J0V 1L0, Canada
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2019 Fall Member Meeting

November 5, 2019
–
November 7, 2019

The Canadian Association of Research Libraries is pleased to invite member directors to the 2019 Fall Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

2019 Fall Member Meeting Program (PDF)

Fairmont Le Château Montebello

392 Notre-Dame

Montebello,
Québec
J0V 1L0
Canada

+ Google Map

(819) 423-6341

Accommodation

Program Schedule

Transportation

Recent Meetings

Hotel Details
Fairmont Le Château Montebello
392 Notre DameMontebelloQuebec, J0V 1L0Tel: + 1 819 423 6341 ext. 7688Fax: + 819 423 1133https://www.fairmont.com/montebello/
Group: Canadian Association of Research Libraries
Rate: $179.00 plus taxes (single or double occupancy)
GUESTROOMS are reserved from Tuesday November 5 to Thursday November 7. PLEASE BOOK BEFORE OCTOBER 4, 2019. Any reservations made after this date will be based on availability.

Booking Link

Tuesday, November 5
9:00 AM – 5:00 PMBoard Meeting (CARL Boardroom: 203-309 Cooper St Ottawa ON K2P 0G5)
5:00 PM – 6:15 PMShuttle from Ottawa airport at 5:00 p.m. and from CARL office at 5:30 p.m. to Fairmont Le Château Montebello
7:30 PM – 10:00 PMPresident’s Reception – Curling & Refreshments (Château Montebello: Curling Pavilion)

Wednesday, November 6
7:00 AM – 8:00 AMBreakfast (Château Montebello: Aux Chantignoles)
8:00 AM – 10:00 AMPolicy Committee Meeting (Château Montebello: Canada Room)
10:00 AM – 10:30 AMBreak (Château Montebello: Canada Room)
10:30 AM – 12:30 PMAdvancing Research Committee Meeting (Château Montebello: Canada Room)
12:30 PM – 1:30 PMLunch (Château Montebello: Aux Chantignoles)
1:30 PM – 3:30 PMAssessment Committee Meeting (Château Montebello: Papineau Room)Strengthening Capacity Committee Meeting (Château Montebello: Canada Room)
3:30 PM – 4:00 PMBreak (Château Montebello: Canada Room)
4:00 PM – 5:30 PMProgram Session on Organizational Structures – Members only (Château Montebello: Canada Room)
6:30 PM – 10:00 PMCARL Reception and Dinner – CARL Award (Château Montebello: Outaouais Foyer)

Thursday, November 7
7:30 AM – 8:30 AMBreakfast (Château Montebello: Aux Chantignoles)
8:30 AM – 10:00 AMFall General Meeting – Members only (Château Montebello: Canada Room)
10:00 AM – 10:30 AMBreak (Château Montebello: Montebello Room)
10:30 AM – 11:30 PMProgram – CARL Delegation and Indigenous Services (Château Montebello: Canada Room)
11:30 AM – 1:00 PMProgram – Canadian Open Scholarship Strategy (Château Montebello: Canada Room)
1:00 PM – 2:00 PMLunch [Board meets separately in PEI Room] (Château Montebello: Aux Chantignoles)
2:00 PM to 2:30 PMProgram – CARL Library Impact Framework (Château Montebello: Canada Room)
2:30 PM to 3:30 PMProgram – (Château Montebello: Canada Room)

A New Take on Competencies
How Will We Determine What EDI Means for CARL as an Association?

4:00 PM – 6:00 PMShuttle from Fairmont Le Château Montebello to Downtown Ottawa, approx. 6:00 PM, then Ottawa International Airport, approx. 6:30 PM.
Shuttle to Château Montebello (November 5)

Shuttle will leave Ottawa airport (YOW) at 5:00 p.m.
Shuttle will stop at CARL’s office (309 Cooper St) at 5:30 p.m.

We are hoping to arrive around 6:30 -7:00 p.m. early enough for President’s reception aka CARL Curling Bonspiel.
Shuttle to Ottawa (November 7)

Shuttle will leave Chateau Montebello at 4:00 p.m.
Shuttle will stop in downtown Ottawa (5 p.m.) and the Ottawa airport (5:30 p.m.)

Driving Instructions
Map & Directions

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
Fairmont Le Château Montebello
392 Notre DameMontebelloQuebec, J0V 1L0Tel: + 1 819 423 6341 ext. 7688Fax: + 819 423 1133https://www.fairmont.com/montebello/
Group: Canadian Association of Research Libraries
Rate: $179.00 plus taxes (single or double occupancy)
GUESTROOMS are reserved from Tuesday November 5 to Thursday November 7. PLEASE BOOK BEFORE OCTOBER 4, 2019. Any reservations made after this date will be based on availability.

Booking Link

Tuesday, November 5
9:00 AM – 5:00 PMBoard Meeting (CARL Boardroom: 203-309 Cooper St Ottawa ON K2P 0G5)
5:00 PM – 6:15 PMShuttle from Ottawa airport at 5:00 p.m. and from CARL office at 5:30 p.m. to Fairmont Le Château Montebello
7:30 PM – 10:00 PMPresident’s Reception – Curling & Refreshments (Château Montebello: Curling Pavilion)

Wednesday, November 6
7:00 AM – 8:00 AMBreakfast (Château Montebello: Aux Chantignoles)
8:00 AM – 10:00 AMPolicy Committee Meeting (Château Montebello: Canada Room)
10:00 AM – 10:30 AMBreak (Château Montebello: Canada Room)
10:30 AM – 12:30 PMAdvancing Research Committee Meeting (Château Montebello: Canada Room)
12:30 PM – 1:30 PMLunch (Château Montebello: Aux Chantignoles)
1:30 PM – 3:30 PMAssessment Committee Meeting (Château Montebello: Papineau Room)Strengthening Capacity Committee Meeting (Château Montebello: Canada Room)
3:30 PM – 4:00 PMBreak (Château Montebello: Canada Room)
4:00 PM – 5:30 PMProgram Session on Organizational Structures – Members only (Château Montebello: Canada Room)
6:30 PM – 10:00 PMCARL Reception and Dinner – CARL Award (Château Montebello: Outaouais Foyer)

Thursday, November 7
7:30 AM – 8:30 AMBreakfast (Château Montebello: Aux Chantignoles)
8:30 AM – 10:00 AMFall General Meeting – Members only (Château Montebello: Canada Room)
10:00 AM – 10:30 AMBreak (Château Montebello: Montebello Room)
10:30 AM – 11:30 PMProgram – CARL Delegation and Indigenous Services (Château Montebello: Canada Room)
11:30 AM – 1:00 PMProgram – Canadian Open Scholarship Strategy (Château Montebello: Canada Room)
1:00 PM – 2:00 PMLunch [Board meets separately in PEI Room] (Château Montebello: Aux Chantignoles)
2:00 PM to 2:30 PMProgram – CARL Library Impact Framework (Château Montebello: Canada Room)
2:30 PM to 3:30 PMProgram – (Château Montebello: Canada Room)

A New Take on Competencies
How Will We Determine What EDI Means for CARL as an Association?

4:00 PM – 6:00 PMShuttle from Fairmont Le Château Montebello to Downtown Ottawa, approx. 6:00 PM, then Ottawa International Airport, approx. 6:30 PM.
Shuttle to Château Montebello (November 5)

Shuttle will leave Ottawa airport (YOW) at 5:00 p.m.
Shuttle will stop at CARL’s office (309 Cooper St) at 5:30 p.m.

We are hoping to arrive around 6:30 -7:00 p.m. early enough for President’s reception aka CARL Curling Bonspiel.
Shuttle to Ottawa (November 7)

Shuttle will leave Chateau Montebello at 4:00 p.m.
Shuttle will stop in downtown Ottawa (5 p.m.) and the Ottawa airport (5:30 p.m.)

Driving Instructions
Map & Directions

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2019 Canadian Library Assessment Workshop
2019-10-22 00:00 - 2019-10-24 23:59 | Windsor, Ontario, Canada
Date: October 22 – 24, 2019
Location: Windsor, Ontario
The Canadian Association of Research Libraries (CARL) is committed to supporting and developing outcomes-based measures to assist libraries in moving beyond inputs and outputs in order to better demonstrate library impact on research, teaching and learning. Through the delivery of assessment-related programming, information sharing, and support for relevant research, CARL supports members as they use outcomes-based evidence to establish the research library’s return on investment or other measures of its value.
It is with this strategic initiative in mind that CARL and the University of Windsor invite you to participate in the Canadian Library Assessment Workshop (CLAW) which will take place in Windsor on October 22 – 24, 2019. This event will be of interest to all academic and research libraries engaged in assessment. The program will be comprised of workshop style sessions with topics such as:

Critical Conversations on Positionality and Power in Library Assessment
Using APIS and Data Science to Support Collections Work
Choosing Your Assessment Method
Data for Impact and Improvement
Ecocycle Planning
Ethnography for Librarians

Participants will leave the workshop with tangible and practical ideas to take back to their libraries. Registration is limited.

> CLAW Program Committee

Sharon Murphy (Co-Chair), Associate University Librarian, University of Alberta
Ruby Warren (Co-Chair), User Experience Librarian, University of Manitoba
Kathryn Ball, Director, Assessment & Accountability, McMaster University
Selinda Berg, Associate University Librarian, University of Windsor
Lucia Costanzo, Data Analyst, University of Guelph
Ebony Magnus, Head of Belzberg Library, Simon Fraser University
Klara Maidenberg, Assessment Librarian, University of Toronto
Alison Moore, Digital Scholarship Librarian, Simon Fraser University
Sarah Wilkinson, Project Officer, CARL/Portage

> Full Programme

Tuesday, October 22

9:00am – 12:00pm
How to Use APIs and Data Science to Support Your Collections Work
Leddy Library Collaboratory

12:00pm – 1:00pm
Lunch

1:00pm – 4:00pm
What Counts and What Can be Counted: Fundamentals of Electronic Resources Assessment
Leddy Library Collaboratory

Wednesday, October 23

8:00am–9:00am
Registration

9:00am–9:30am
Welcoming Remarks
Leddy Library Collaboratory

9:30am–11:00am

Keynote Address: Through Tensions: Critical Conversations on Positionality and Power in Library Assessment
Leddy Library Collaboratory

11:00am–11:20am
Break

11:40am–12:00pm
To Be In Sync or Out of Sync: Considerations for Switching from LibQual to the Insync Survey
Leddy Library Collaboratory

12:00pm–1:00pm
Lunch

1:00pm–2:00pm
Choosing Your Assessment Method
Leddy Library Collaboratory

2:00pm–2:20pm
Should I Stay or Should I Go? Updating Journal Value Analytics to Go Beyond Cost Per Use
Leddy Library Collaboratory

2:20pm–2:40pm
Break

2:40pm–3:00pm
Can UX and Assessment Work Together?
Leddy Library Collaboratory

3:00pm–4:00pm
Project Outcome for Academic Libraries: Data for Impact and Improvement
Leddy Library Collaboratory

4:00pm–4:30pm
Wrap Up
Leddy Library Collaboratory

4:30pm–6:00pm
Tour & BBQ
Leddy Library Collaboratory

Thursday, October 24

8:00am – 9:00am
Registration
Leddy Library Collaboratory

9:00am – 10:00am
Obtuse, Acute, and Right: A Workshop on the Unexpected Benefits of Teaching Triangles
Leddy Library Collaboratory

10:00am – 10:20am
Lightning Talks/Posters

Assessing the Evening/Weekend Library UX
Making Space for All: Evaluation in the UTSC Library Makerspace
New Assessment Design with a Pedagogical Change: Information Literacy Instruction for Second-Year Chemistry Course
Preservation Needs Assessment for Media-Bound Digital Content
Questioning Ask: Assessing a Collaborative Virtual Reference Service
Taking Snapshots: The Role of Photographic Observations in Library Space Assessments
Using GreenGlass to Support a Book Weeding Project

Leddy Library Collaboratory

10:20am–10:40am
Posters/Break

10:40am–11:00am
Once Upon a Research Consultation: Using Consultation Statistics to tell Stories about Relationship Building, Workload, and Organizational Change
Leddy Library Collaboratory

11:00am–12:00pm

It’s the Circle of Life: Introducing Ecocycle Planning
Leddy Library Collaboratory

12:00pm–1:00pm
Lunch

1:00pm–1:20pm
Who’s Afraid of the W Word: Tackling a Weeding Project
Leddy Library Collaboratory

1:20pm–1:40pm
I Meant to Get it Back on Time! Countering Bias, Promoting Equity, and Improving Customer Service through Qualitative Fine Data Analysis
Leddy Library Collaboratory

1:40pm–2:00pm
Counter Release 5 Reports: A Provider Perspective
Leddy Library Collaboratory

2:00pm–2:20pm
Break

2:20pm–3:20pm
Evaluating and Managing the Implementation of Your Strategic Plan
Leddy Library Collaboratory

2:40pm–3:00pm
Can UX and Assessment Work Together?
Leddy Library Collaboratory

3:00pm–4:00pm
Project Outcome for Academic Libraries: Data for Impact and Improvement
Leddy Library Collaboratory

3:20pm–3:40pm
Wrap Up and Closing Remarks
Leddy Library Collaboratory

> Travel Bursary Recipients’ Post-Conference Reports

n support of CARL’s commitment to workforce development and advancing equity, diversity, and inclusion, the CLAW 2019 planning committee offered 2 travel awards to support the attendance of new librarians and library workers or those new to assessment work. Preference was given to individuals from traditionally underrepresented populations. Their reports can be viewed at the links below:
Juliene McLaughlin
Tomoko Shida

> Workshop Descriptions

Preconference Workshops
How to Use Apis and Data Science to Support Your Collections Work – Roger Reka (University of Windsor)
Librarians use data in order to support the decisions that they need to make to develop their collections. Knowing where researchers publish, who they cite, and other similar metrics help us identify which materials to purchase and which ones not to, and can give us a sense of what topics our researchers are studying. These data are readily available in databases that many of us subscribe to—such as the Scopus and Web of Science citation indexes—but we aren’t making good use of these resources to collect en mass these data, and make use of them efficiently. Large global information companies, such as Elsevier, recognize the value of this type of information in the application of library collections development and institutional research analytics. Elsevier recently purchased Montreal-based 1Science, which provides research analytics services for universities and libraries, and has been further developing and promoting their SciVal analytics platform. The analytics provided in these reports rely on the same data that is sourced from the citation indexes that we subscribe to, yet libraries often don’t have the skillset to produce these metrics on their own. Many of the databases and tools that libraries subscribe to offer APIs in order to access the data with machines, as opposed to the graphical user interface. APIs are accessed via scripts written in programming languages, in order to automate the work that we would traditionally do with the database interface. Learning how to access the APIs with accessible programming techniques will build the data science skills of librarians, which can be transferred into other areas of work.
This workshop will start with a brief overview of a bibliometrics approach, building off of the information presented by Vincent Larivière at previous CLAW workshops. Participants will discuss what data we should use to support our collections decisions and why, and what it can be used for. We will discuss what data sources are available to us, and their benefits and limitations. In a hands-on workshop led by the facilitator using Jupyter Notebooks, participants in this workshop will be introduced to APIs and will use Python to query data through the Scopus/Web of Science API. Using the downloaded data, participants will learn how to run descriptive statistics using the pandas module in Python, and to generate data visualizations that can be used in library reports and collections assessments. Participants will see how they can use Python programs to integrate with library systems, such as a link resolver, to automate their work. The workshop will end with references to micro-courses where participants can continue to learn the fundamentals of data science and programming. Learning outcomes:

Recognize different types of data sources for, and bibliometric approaches to collections assessment
Explain what APIs are and when to use them over graphical user interfaces
Use Python with Jupyter Notebooks to prepare descriptive statistics of the data
Describe how to integrate Python with existing library systems, such as a link resolver Q13.

Due to the hands-on nature of this workshop, participants must bring a laptop with the Mac, Linux, or Windows operating system (not a tablet, Chromebook, etc.) that they have administrative privileges on. Participants must also pre-install the free Anaconda distribution (https://www.anaconda.com/distribution/) before the workshop. Please let Roger Reka (roger.reka@uwindsor.ca) know if you have any questions or concerns about these requirements, or if you are unable to bring a laptop.
What counts and what can be counted – Fundamentals of electronic resources assessment – Klara Maidenberg (University of Toronto) & Eva Jurczyk (University of Toronto)
This workshop will expose participants to best practices for making acquisition, renewal, and cancellation decisions involving electronic resources.
As electronic resources claim a growing proportion of academic libraries’ collections budgets, librarians outside the electronic resources team are increasingly being asked to evaluate and make decisions about these resources. The skills and approaches that are required for evaluating electronic content are different than those used with print collections, and there is a scarcity of professional development opportunities in this area. Where expertise in assessing collections exists, it is often limited to a small number of expert staff. The goal of this workshop is to enhance the capacity and confidence of librarians by providing practical tools and approaches that they can adopt as they engage in decision-making around electronic collections. Attendees of this workshop will develop their capacity to collect and analyze data related to their electronic resources. Participants will learn about qualitative and quantitative methods of electronic resource assessment and learn to understand the concepts and metrics that are frequently utilized to select, manage, and evaluate electronic resources, including sources of evidence, the structure of content packages and how that structure may affect collections decisions.
Participants will be presented with case studies and real data to assess electronic resources and will have an opportunity to apply their learning to hands-on assessment exercises. Participants will take away practical skills and tools that they can put to use in their own work environments. This workshop will be of interest to librarians engaged in collection development or assessment work.
Keynote Address
Through Tensions: Critical Conversations on Positionality and Power in Library Assessment – Ebony Magnus (Simon Fraser University), Maggie Faber (University of Washington), & Jackie Belanger (University of Washington)
In her keynote address at the 2017 Canadian Library Assessment Workshop, Karen Nicholson posed the question, “how might we engage critically with quality assurance and assessment to better align them with our professional values and the academic mission of the university?” (p3). With this session, we hope to open for consideration this question, among others, for attendees at CLAW 2019. In this session, we will invite attendees to engage reflectively and critically in nuanced discussions about the nature of power, bias, and positionality in library assessment work. Over the last two years, we have conducted research on critical methodologies employed in social sciences, data studies, and educational research, culminating in the publication of the article “Towards a Critical Assessment Practice” in In the Library with the Lead Pipe . In this work, we shared professional and personal experiences that led us to explore structures of power inherent in our assessment work and we posed a number of questions to readers with which we have grappled, including: – How do our own identities, institutional positions, and perspectives shape our work? – What is the purpose of the assessment, who decides what to assess, and who benefits from the work? – Are there elements of our institutional contexts (e.g., an emphasis on a culture of accountability) that create tension with the values we try to bring to our work? How might a more critical approach transform these approaches to assessment? – What are the histories and contexts of the methods we choose, and how do these shape our work? How can we take account of the histories and inequities of qualitative methods such as ethnography, even while these methods are often posited as an antidote to an overemphasis on quantitative assessment? – What is considered “evidence” and who decides? – Are we working in ways that enable power sharing and engagement with user communities at all stages of the process, from question formulation and data analysis, to decision-making? These are topics and questions with which we continue to grapple and which we think warrant a deeper engagement from the library assessment community itself.
This session aims to expand the current discussion of assessment in order to recognize and more effectively address issues of power, inclusion, and equity and inequality in various aspects of our practices. We imagine that many assessment practitioners may have experienced a conflict between institutional priority, administration expectations, student experiences, and methodological integrity. The presenters hope that this session will spark discussions about how assessment practitioners engage meaningfully with the potential tensions in this work. With this in mind, we would like to propose a modified session format (60-90 min) in which we draw on the tensions we have uncovered in our own work to facilitate a dialogue with conference attendees. We will describe the sites of greatest tension in our daily work – the practices in which systemic influence has become most apparent, yet can’t be entirely undone. We do not seek to offer packaged solutions, but will explore ways in which librarians might begin to interrogate bias and power in our assessment activities. We recently presented a similar session at CAPAL 2019 in which we framed similar questions to an audience largely made up of librarians engaged in critical librarianship, though we have not yet had the opportunity to engage our assessment peers in a similarly open discussion. It is our aim, with this facilitated dialogue, to

Enable assessment practitioners to reflect on their own positionality and institutional context and the ways in which that shapes our work throughout the assessment cycle
Examine underlying assumptions and power structures in current assessment practices
Explore other disciplines and alternative methodologies in order to critically consider ways of engaging user communities in assessment work

To accomplish this, we will structure the session to include sections of presented content, drawing from our research, coupled with guided discussion activities. Activities will include small-and large-group discussions, and we may utilize a range of tools to facilitate sharing out – including post-it notes, poster paper, and shared Google documents. We found this approach led to productive and collaborative dialogue during our session at CAPAL19, while allowing for some documentation of the topics discussed.
1 Hour Workshops
Beyond Metrics: Ethnography Lite for Librarians – David Michels (Dalhousie University)
Libraries measure things – collections, transactions, visits, downloads, and likes. New tools allow us to mine and visualize that data to demonstrate the impacts of our activities. We know that good metrics are important for planning, budgeting, and programming. But numbers need contexts, and data are most meaningful when connected to the stories of our clients, the people we serve. Since we regularly interact with our clients, we can mistakenly assume we know their stories. We just might be surprised by the stories they might tell if we actually asked. The goal of this session is to challenge and equip library staff to actively seek out those untold stories. In this interactive and hands-on session, we will explore ethnographic field methods that librarians can use to uncover the stories behind the numbers. Following a brief introduction to ethnography as a research methodology, we will do three things in this session:

We will explore together our ethnographic toolkit – participant observations, focus groups, interviews, and writing projects,
We will try out our tools with demonstrations and practice activities,
We will discuss how we can empower our clients to share their library, research, and information stories.

As we proceed through each step there will be opportunities to learn about important books and resources that would be helpful for research planning. We will consider several examples of several good ethnographic research projects particular to libraries and information seeking. We will reflect on real life research stories from my own research, and the successes, failures, and lessons I have learned along the way. Participants will be given the opportunity to talk about their own context and opportunities within a small discussion group. At the end of this session, participants should be able to identify a potential research opportunity, understand the toolkit available to explore that opportunity, and feel inspired to pursue that research.
Choosing Your Assessment Method: Emily Christofides (University of Waterloo)
In assessing and improving library space and services, it can sometimes be difficult to know where to begin. While there are always many questions that could be asked, it is difficult to know how to go about gathering data to answer them. Specifically, how do you choose what methods to use to gather the information you need in order to move forward with decision making? This session will help you get started in planning your next assessment by describing some of the similarities and differences between common methods, explaining how to formulate your question to fit the appropriate method (or better yet, how to choose your method based on your question), and will provide an opportunity to try doing so in a supported environment. Do you:

Have a tried and true method (for example, surveys) that you are comfortable using but are not sure whether it can be applied to your current problem?
Know what you want to assess but are not certain how to go about it?
Have a regular assessment that you run without really knowing what you intend to do with the information.

If any of these situations apply to you, then you could benefit from understanding more about how to choose the best method for the question you want to answer. In this session, the facilitator will walk you through some of the key assessment methods used in library UX work with examples of how these methods have been used in a library setting. Methods covered include surveys, focus groups, interviews, usability testing, and observational methods. You will learn what each method involves (at a high level), the kind of data that you can gather, the types of questions it is suitable for answering, and hear about the advantages and disadvantages of each. We will also explore how the questions you ask impact the kinds of decisions you can make. In a hands-on activity, we will experiment with the match between research questions and methods to help you make better decisions when choosing an assessment method. Participants will be asked to come prepared to discuss one of their library assessment-related questions. This is a question that they are interested in answering about their users (not a research question). In small groups, users will work through their questions including aspects such as: Who are their users in this case? What do they want to know about them? What do they hope to do with that information? How will the information gathered impact decision-making? Participants will then be matched with a specific method to explore how the method chosen either limits or enhances the kind of information that can be gathered. As a group we will then discuss ways of better matching the methods with the questions that workshop participants want to answer. The session will have both informal lecture components and a hands-on activity components, with activity topics selected from participants’ own experience. Learning objectives include a basic understanding of the different assessment methods that are available to them, knowledge of how the question they seek to answer is impacted by the method of choice, and practical experience matching methods and questions in order to gather actionable insights.
Evaluating and Managing the Implementation of Your Strategic Plan – Maurini Strub (University of Rochester) & Lauren Di Monte (University of Rochester)
Organizations invest a great deal of resources into developing a strategic plan for it to frequently land on a shelf, file cabinet, or be electronically archived. Using a case study analysis, we will take a look at best practices for implementing and managing a strategic plan. At our institution we applied an outcomes-based assessment framework to create a required (but flexible) structure that has driven the projects that advance strategic goals. This framework is also present in project planning documents, and used to increase buy-in by creating a shared understanding of scope and success criteria. Finally, by establishing an assessment and communication plan for the implementation, we keep the strategic plan at the forefront of everyone’s minds with regular reflection, evaluation, reflection, and communication. In this session, we will also address tools utilized, challenges encountered, and some of the ways organizational resistance presented itself during the process. Using a case study analysis, attendees will learn how to:

Construct a structure or implementing a strategic plan
Develop a shared vocabulary for implementation
Manage perceptions of operational vs strategic work Identify and realign cultural mismatches
Recognize and manage push-back
Communication strategies
Manage and mitigate perceptions of failure Build in accountability in an implementation plan.

It’s the Circle of Life: Introducing Ecocycle Planning – Chloe Riley (Simon Fraser University)
This session will introduce Ecocycle Planning as a qualitative method for collaboratively assessing a collection or portfolio of activities in order to understand the work as a whole, and to pinpoint blockages and opportunities for renewal. Ecocycle Planning is one of a collection of facilitation techniques called Liberating Structures, which are designed to be inclusive and to disrupt conventional or stale practices of working in groups. Liberating Structures can be employed in any situation that involves people working together, and many of them can be used or adapted for everyday evaluation and assessment practices. In Ecocycle Planning, a team or group works together to identify their work activities, projects, and initiatives, and position them within the ecocycle (birth, maturity, creative destruction, renewal). The exercise facilitates the team’s explorations of how to balance activities, set priorities, and identify opportunities for freeing up resources. The structure enables participation from every member of the team, and lets group members see their own work in the context of the team as a whole. In this workshop, participants will learn the essential design elements that make Liberating Structures successful. They will also understand how to facilitate Ecocycle Planning to assess a team’s activities and programs, and to develop strategies for using it with their working groups, teams, units, and collaborators.
Obtuse, Acute, and Right: A Workshop on the Unexpected Benefits of Teaching Triangles – Christopher Popovich (University of Guelph)
Professional development (PD) and assessment are two critical features of academic libraries which require careful consideration and often considerable resources. Combining these two elements of professional practice offers a range of benefits beyond the laudable goals of developing more effective educators and better understanding our professional practice. Teaching Triangles, or Teaching Squares as they are more commonly described, consists of observing the teaching of one’s peers through the lens of reflective practice. By combining PD and assessment in a self-reflective collaborative program, librarians and library professionals have opportunities for growth through formative self-assessment in terms of greater self-awareness and thoughtfulness in both observing and teaching. There are also summative benefits for the Librarian through the Square Share where the observer formalizes and shares the process and self-assessment outcomes of the observation and self-reflection. The in-service implementation and uncritical format of the triads (or squares) offer shared experiences which promote team building and foster thoughtful engagement and pedagogical discussions throughout the semester. It is also relatively simple to implement, inexpensive to run, and offers economies of scale when expanding the program beyond the unit or Library. The goal of Teaching Triangle is not to assess or critically evaluate the teaching but rather to use the observation as a font of new ideas and approaches and to stimulate reflective self-assessment and growth within the observer. Teaching Triangles generally follow five steps:

Kick off where the participants get together in an orientation/Info session and agree about guidelines and roles;
A scheduling session to organize the teaching and observation rota;
A pre observation meeting to exchange course material, outline learning outcomes, discuss the relevant students, faculty, etc., and to reaffirm the self-reflective purpose of the observation;
The observation and written self-reflection
Debrief (Square share) which explores: What did I take away as a teacher? What would I like to try? Would this approach/format work in my context? How will the experience inform my practice?

The benefits of teaching triangles are:

Light and quick and inexpensive (resource wise)
Not traditional quantitative assessment in that it is predicated on critical reflective practice and the exposure to alternate approaches and teaching styles
It is a trust-building exercise in an atmosphere of healthy skepticism for the neoliberal institution in which assessment can be complicit.

The unexpected benefits of teaching triangles are:

Cross-pollination of different fields with different student needs and different styles and levels of engagement
Librarians are exposed to new teaching techniques, tips, and tricks
Working out the parallels, confluences, and divergences in IL practice – Gaining a holistic view of teaching in the library and beyond Learning Objectives:

By the end of the workshop attendees will be able to identify and discuss the elements of a Teaching Triangles self-assessment program
By the end of the workshop attendees will be able to implement the Teaching Triangles self-assessment toolkit.
By the end of the workshop attendees will be able to adapt and design a Teaching Triangles self-assessment program for their institution.

Project Outcome for Academic Libraries: Data for Impact and Improvement – Greg Davis (Iowa State University)
Attendees will learn about the new Project Outcome for Academic Libraries surveys and resources. Project Outcome is a free toolkit that helps libraries measure four key learning outcomes – knowledge, confidence, application, and awareness – across seven library program and service areas. The survey topics cover: Instruction, Events/Programs, Research, Teaching Support, Digital & Special Collections, Space, and Library Technology. The toolkit provides academic libraries of any size the means to easily measure outcomes and use that data as the basis for improvements and advocacy. This session will include opportunities for questions and discussion among participants. Optional: Prior to the workshop we recommend that participants register for Project Outcome, review basic materials in the toolkit, and consider a goal for outcome measurement at their library. Learning Outcomes Participants will:

Discover how Project Outcome can help academic libraries measure meaningful learning outcomes.
Learn how to use the Project Outcome for Academic Libraries toolkit, from administering surveys to visualizing results.
Understand how other libraries have used outcome data for action.
Discuss how to put data to work in improving library services and advocacy.

Quick Classes
Can Ux and Assessment Work Together? – Juliene McLaughlin (University of Guelph)
This is the short story of how 2 UX Librarians sought help to make UX work resonate more with colleagues. We interviewed 16 UX Librarians from across North America for answers and stumbled across fascinating and wildly differing relationships between UX and Assessment. Of course, several natural connections between UX and Assessment were highlighted, but we also heard of many tensions that cloud the picture. First, we will answer the question, do UX and Assessment make sense together? Then we will share results from our interviews that describe the factors that contribute to the acceptance of Assessment and UX results, the research methods that seem to be more trustworthy (and why is that?), and the interplay between UX, Assessment and the organizational culture and structure. We will then explore practical strategies to incorporate UX methods into an assessment program. Attendees will leave the presentation with:

An understanding of how UX and Assessment fit together
Examples of how various academic libraries have arranged UX and Assessment on the organizational chart
Practical ways to integrate UX into an assessment program.

Counter 5 Release Reports: A Provider Perspective – Sabina Pagotto (Scholars Portal)
Collections and e-resource departments at many academic libraries rely on COUNTER usage reports to understand the value their electronic subscriptions provide to library users. Release 5 of the COUNTER Code of Practice, which went into effect in early 2019, represents a significant change in the standard. While the new release is an important step towards normalizing usage data between different content types, it requires a major shift, technologically and conceptually. Libraries and content providers alike face a steep learning curve as they adjust to new reports, new metrics, and new vocabulary. Scholars Portal, the service arm of the Ontario Council of University Libraries, provides COUNTER-certified usage reports for our locally hosted Journals platform and is working to create COUNTER reports for the recently upgraded Scholars Portal Books platform. The process of reviewing and modifying the way our usage logs are transformed into standard views has left Scholars Portal staff with a deep understanding of COUNTER title reporting. This session will explain the concepts behind the major changes in COUNTER 5, describe the new COUNTER standard views for e-book and e-journal titles and how they differ from the previous release’s reports, and finally demonstrate how usage log data is transformed to make these reports standardized. By the end of the session, participants will:

Recognize the concepts behind COUNTER Release 5.
Understand the new metrics and report views, and how they can be used to analyze usage data.
Gain a deeper awareness of how usage data is generated and what technical limitations are possible.

Evolution of Big Deal Analysis – Jaclyn McLean (University of Saskatchewan) & Ken Ladd (University of Saskatchewan)
We first started our assessment of Big Deals in 2015. Since then we have updated and expanded our analysis of the data. From simple usage data and aggregate cost analysis in 2015 to detailed cost per title, breakdown of packages by college or discipline, and the addition of citation data from Web of Science, our program has developed and expanded over the years. We’ve also worked on simplifying and presenting the data and the story about the data to our liaison librarians, and this year have the “opportunity” to test our methodology with a large cancellation project, using our collected data as the foundation. We will describe how we aggregate data from different sources, provide tips and tricks for data management we’ve learned along the way, share the template we use to summarize the data about each Big Deal, and discuss the time investment required to complete these analyses. We will discuss some challenges we encountered through our analysis, and opportunities for further assessment (e.g., incorporating information about APCs paid to the publisher). Our assessment project has been informed by and continues to develop based on the experiences shared by others—by sharing practical information about how we started our assessment of big deals, we hope to help others get started, or adopt portions of the analysis that may be useful in their own contexts. We will also discuss our assessment plan looking forward to 2020 and how we plan to change what we’re doing in light of COUNTER 5 implementation.
I Meant to Get it Back On Time! Countering Bias, Promoting Equality, and Improving Customer Service Through Qualitative Fine Data Analysis – Lisa Levesque (Ryerson University) & Kelly Kimberley (Ryerson University)
This workshop will describe a qualitative study undertaken at Ryerson University Library to understand why patrons incur fines. The better that we understand our patrons, the better service we can provide, and this workshop will describe how this study fits into the revision of the fine structure at Ryerson University Library to be more equitable and improve customer service interactions. Participants at this workshop will leave with a roadmap of how to explore fine data. They will learn about methods that reduce bias in their qualitative studies. They will learn about evidence that can be used to advocate for change to fine structures at their academic library, and why change is necessary. This qualitative study will be completed this summer. We anticipate that the results will confirm what we already know about fines. Through experience, we know that fines create negative customer service interactions. Enforcing them is unpleasant both for staff, who have to bear the brunt of patrons’ negative emotion, and patrons, who now have an unpleasant memory associated with the library. In reviewing the literature, we found that fines disproportionately affect those who are least able to pay them, making them inequitable and a barrier to library use. Fines also run contrary to other library services that aim to increase access to materials. This qualitative study builds off of the Fall 2018 quantitative analysis of fine data that was conducted to determine what types of fines were being incurred and the costs associated with them. As a result of this analysis, the decision was made to change the library fine structure in order to eliminate fines for overdue monographs free of holds or other restrictions. Running a complementary qualitative study will be instrumental in confirming this course of action. Due to the high emotions that they can cause, fines are a controversial topic. Librarians and library staff often have misconceptions about the effectiveness of fines and the reasons that patrons incur fines. This study gives patrons a voice for why they incurred fines, allowing library workers to overcome our assumptions. In order to reduce and keep in check our own biases, including those derived from prior research, we used grounded theory and critical assessment best practices when analyzing results. These included collaborative coding and the use of the constant comparative method, both methods that mitigate bias. We also included student feedback during the analysis process in order to further privilege patron voices. These methods ensure that our study results are grounded in evidence. While bias can never be totally eliminated, it can be controlled, reduced, and consciously accounted for. This study was undertaken using tools that will be available at most academic libraries. Borrowing and Lending services maintains an online Library Fines Appeals form, and the use of this pre-existing data eliminated the need for time-consuming data collection. It was analyzed using Google Sheets and the creation of a shared Google document codebook. Analysis was undertaken using a licensed Tableau subscription, software that is also available in a public, free format. The use of pre-existing data and free, commonly used tools allowed for less time spent on data collection or on learning software and more time to critically examine results. In person conversations formed an important part of the analysis process, allowing for the development of a shared understanding of emergent results. By describing the approach taken by Ryerson University Library to explore qualitative fine data, this workshop will cover methods to reduce bias in research and connect study results to service changes that improve customer service and reduce bias.
Once Upon a Research Consultation: Using Consultation Statistics to Tell Stories About relationship Building, Workload, and Organization Change – Amy McLay Paterson (Thompson Rivers University)
As the primary site of librarian-student interactions moves away from the central reference or service desk, research consultations become a vital benchmark for showcasing relationship building and tracking organizational change. However, many libraries track research consultations only as basic numbers and some only as a part of service desk statistics. In 2017, Thompson Rivers University Library simplified our service desk statistics form but separated out and expanded on our research consultation tracking procedures, adding metrics for liaison area, referral method, and amount of time spent (including prep time), among other metrics. Since that time, the Library has used this information as a group to assess workload distribution and to track and respond to changes in our service model. As individual librarians, we have used the information to fine tune our relationships and communications with liaison areas and to articulate our unique impact for tenure dossiers and annual reports. This simple change has led to a greater understanding about the current shape of our work but has also prompted us to contemplate bigger questions about how the nature of our work and our relationships with students is evolving. Participants in this session will: Identify and discuss factors that distinguish a research consultation from a reference interaction and explain the value of tracking consultations separately; Discuss how/if they are currently using their research consultation stats and contemplate how they would like to use them; Explore several metrics (in addition to numbers) that can be tracked in regard to research consultation and articulate the benefits of each; Recognize advantages and disadvantages of several access models for consultation numbers and identify factors that need to be considered when mediating access.
Should I Stay or Should I Go? Updating Journal Value Analytics to Go Beyond Cost Per Use – Jason Friedman (CRKN) & Émilie Lavallée-Funston (CRKN)
Compiled annually by the Canadian Research Knowledge Network (CRKN), the Journal Value Analytics (JVA) tool combines pricing, subject, and usage data to provide an information resource to members evaluating their participation in CRKN-licensed journal packages. What is unique to the CRKN JVA design are three features we intend to highlight in this session: the inclusion and separate identification of open access and paid content data, the inclusion of year of publication data, and the calculation of estimated costs per title. This quick class will share CRKN’s evolving JVA design, focusing on key, unique features that provide valuable insight for members. The flexible design allows members to feedback on their specific institutional needs and enable a more refined analysis in each subsequent year. While the 2019 JVA uses COUNTER 4 data, we will also describe how we intend to use COUNTER Release 5 data in the 2020 JVA. We hope participants will take away inspiration, tricks, and tools for performing analysis at their own institutions or across multiple institutions. Given the scope of completing this analysis for 75 institutions annually, we will discuss tactics used to streamline the process, ensure reliability of data, and validate the accuracy of analyses. In addition, we would like to engage with workshop participants on the design of the project; answering questions on design or analysis methods, looking ahead to COUNTER5 data, and other elements of this project.
To Be In Sync Oo Out of Sync: Considerations For Switching From LibQual to The Insync Survey – Linda Bedwell (Dalhousie University) & Laura Newton Miller (Carleton University)
Trying to figure out the needs of our users is a never-ending quest for academic libraries. In 2018-19, two Canadian university libraries made the decision to administer the Australian Insync survey rather than LibQual. The main purpose of the Insync survey is to give students, staff, and faculty the opportunity to state how well they believe the Library performs in relation to what they think is important. The survey focuses on performance and importance specifically related to communication, service delivery, facilities & equipment, information resources, and overall satisfaction. The strength of Insync’s more streamlined question structure outweighed the possible disadvantages of longitudinal and benchmarking data loss. Now that Carleton and Dalhousie are well into interpreting results reports and analyzing raw data, they are fully realizing the challenges and benefits of conducting the Insync survey. The experience of these two institutions should help to guide other institutions who are either just starting to think about conducting a survey or who are considering “making the switch” from LibQual to Insync. Learning Outcomes:

Attendees will acquire knowledge of the content and structure of the Insync Library Client Survey and will be able to apply a list of pros and cons of switching to Insync from LibQual for their own institution.
By learning from peer experience, they will be able to anticipate the amount of work involved with interpreting reports and analyzing raw data as well as the sorts of findings and potential follow-up actions that arise from the results.
These outcomes will enable attendees to make a recommendation to switch or not to switch to the Insync survey or other alternatives at their own academic libraries.

Who’s Afraid of the W Word: Tackling a Weeding Project – Sarah Simpkin (University of Ottawa) & Ingrid Moisil (University of Ottawa)
Traditionally, academic libraries were collecting materials without giving much thought to weeding. As collections grew bigger, less used collections were moved to compact shelving, then storage facilities, often off-site or sometimes shared. In contrast, weeding in public libraries was always integrated in the collection development process. In recent years academic libraries started weeding some of their collections and dozens of articles have been published on deselection of library materials. However, weeding is not yet considered a common task and many librarians feel reluctant to perform it or uncomfortable about opening a conversation with faculty about weeding. Drawing on the experience of the University of Ottawa Library, this workshop will cover the different stages of the deselection project:

establishing the need
defining the deselection criteria
integrating faculty feedback
creating the lists
communicating the project to the larger community
withdrawing the materials
disposing of the discarded materials
evaluating the project.

Participants will:

understand the complexity of a weeding project
identify a deselection need in their own library
develop their own weeding project.

Posters
Assessing The Evening/Weekend Library Ux – Emily Christofides (University of Waterloo)
The University of Waterloo Library has gathered feedback on signage, space, furniture, and other aspects of the library environment. But, much of this assessment work occurs during the day and library staff wondered how well it would apply to the experience of users in the evenings and on the weekends. We wanted to learn what types of support and information needs our users had, how well our available services were meeting their needs, and whether there were differences in how patrons use the library in the evenings and on weekends. We gathered information through desk observation, a focus group with staff, and a student survey. We learned that in our libraries, the students using the library in the evenings and on weekends were similar to those during the day. From what we observed and heard, we concluded that areas for improvement relate to students’ experiences using the library space (e.g. desire for more study space, better wifi, use of elevators, eating, and cleanliness). Similarly, staff issues relate to supporting use of the space (e.g. reporting a leak for repair) rather than supporting patrons in library-specific issues (though these did also occur). The staff at this time employed a problem-solving approach and found ways of helping users to the best of their abilities, only referring them on for further support in a minority of cases. Overall, we concluded that the evening and weekend user experience was not substantially different from the daytime experience, and that improvement efforts should focus on use and maintenance of the space.
Making Space for All: Evaluation in the UTSC Library Makerspace – Elizabeth O’Brien (University of Toronto)
Makerspaces in postsecondary education are spaces on campuses for students to find belonging, engagement and active learning opportunities. Many public and academic libraries are investing in spaces to help support maker cultures. The University of Toronto Scarborough (UTSC) Library’s Makerspace opened in September 2016 in a renovated library space situated prominently near the library’s entrance. One goal of the space is to promote community building, student engagement and to create a space that all students feel comfortable and welcomed to participate. However, as much as it is the desire for the space to be used by all students we are observing patterns of male dominance in the space. This is a pattern found in makerspaces. Despite the democratizing potential of makerspaces, there have also been criticisms that they are recreating some of the historic biases found in male-dominated workspaces. To counter the imbalance, our Makerspace staff propose a series of workshops, events and organizational development measures to encourage a greater number of women to embrace and use the library’s makerspace. This poster will display the work in progress of our team in developing programming opportunities to engage more females in the space. Emphasis will be on the various assessment methods we will employ to evaluate the impact of our programs and activities. Assessment activities within library makerspaces are still developing so our approach will focus on a program evaluation framework.
New Assessment Design With a Pedagogical Change: Information Literacy Instruction For Second-Year Chemistry Course – Shiyi Xie (Western University) & Jason Dyck (Western University)
Our poster and lightning presentation will present the assessment design for a pedagogical change project for information literacy instruction in a second-year chemistry course. The project aims to investigate a more effective instructional structure, including e-learning and active learning strategies, to engage students’ learning. An online library module has been developed as an important component of a flipped classroom strategy and a platform for assessments. Here is a brief description of the course plan and the assessments. Prior to the face-to-face library session, students will go through the library module and take a quiz that assesses their learning from the module. By analyzing the quiz results, the librarian will identify which topics to be covered in the session. Students can also vote for the topics using the poll tool. The librarian has a list of class activities pre-designed for all the main topics, but the session will only include those for the topics identified by the quiz and the poll results. After the library session, students will be able to retake the quiz to assess their information literacy skills, and the quiz is worth a small percentage of their course grade. Two sets of quizzes (A, B) are developed at an identical difficulty level. Students who work on Quiz A prior to the library session will take Quiz B after the session, and vice versa. A short survey will be available for students to give their feedback. The poster will include an overview of the project and the assessment pieces mentioned above.
Preservation Needs Assessment for Media-Bound Digital Content – Jess Whyte (University of Toronto)
Media-bound digital content – that is, digital holdings currently held only on media carriers such as floppy disks, optical media, flash drives, USB keys, ZIP disks, hard disk drives (HDDs), and other digital media that is not easily accessible – presents multiple and unique risk factors for preservation. Before the University of Toronto Libraries could begin to mitigate those risks, it first needed to asses

The extent of these materials within its collections,
Their locations within the library system,
Their local stewards, and the
Needs of those stewards.

This poster describes the preservation needs assessment methodology, its findings, and recommendations for future iterations or application by others.
Questioning Ask: Assessing a Collaborative Virtual Reference Service – Sabina Pagotto (Scholars Portal) & Kathryn Barrett (University of Toronto Scarborough)
Ask a Librarian is a collaborative chat reference service administered by the Ontario Council of University Libraries (OCUL) via their service arm Scholars Portal. In 2018, a joint project between Scholars Portal and the University of Toronto Libraries, the largest participating institution, examined whether the service model, staffing choices, and policies of its chat reference service were associated with user dissatisfaction, aiming to identify areas where the collaboration is successful and areas which could be improved. The research team examined transcripts, metadata, and exit survey results from 473 chat interactions originating from 13 universities between June and December 2016. Transcripts were coded for mismatches between the chat operator and user’s institutions, and reveals of such a mismatch; user, staff, and question type; how busy the shift was; and proximity to the end of a shift or service closure. Chi-square tests and a binary logistic regression were performed to determine the relationship of variables with user dissatisfaction. The results largely reaffirm Ask a Librarian’s service model, staffing practices, and policies. Users are not dissatisfied with the service received from chat operators at partner institutions, or by service provided by non-librarians, and current policies for scheduling, service closure, and handling shift changes are appropriate. However, the analysis did uncover areas of concern to investigate further: certain user types were more likely to be dissatisfied, indicating that Ask could improve service to those user types; and users were more likely to be dissatisfied if they knew they were being served by an operator from a different institution, indicating that Scholars Portal should review policies around disclosure. Overall, this exercise demonstrates that institutions can trust the consortium with their local users’ needs, and underscores the need for periodic service review to ensure continued effectiveness.
Taking Snapshots: The Role of Photographic Observations in Library Space Assessments – Giovanna Badia (McGill University)
Heading counting and ethnographic studies of spaces can be labour-intensive when the areas under observation are large in size. Taking photographs can speed up the data collection process, and assist in analyzing the data by providing additional details that were not originally captured by the researcher. Reports of space assessments in the literature describe multiple data collection methods as well as present results using various charts and tables. This poster has three objectives:

To describe common best practices in the literature for using photography as a data collection method to answer questions about spaces;
To provide practical strategies for extracting and analyzing relevant information from the photographs taken; and
To summarize the types of data visualizations used in published studies that presented results captured by photography.

The findings of this poster provide direction for when and how to use photographic observations to evaluate library spaces and identify how to effectively communicate the results of this activity, both of which will be useful to assessment practitioners.
Using GreenGlass to Support a Book Weeding Project – Ingrid Moisil (University of Ottawa) & Sarah Simpkin (University of Ottawa)
The Library of University of Ottawa embarked on a large -scale book weeding project early spring 2016. We used GreenGlass, an online tool developed by Sustainable Collection Services and later acquired by OCLC, that allowed librarians to analyse the book collection and prepare the deselection lists. This poster discusses how we set up GreenGlass, the results and lessons learned.

2019 Spring Member Meeting
2019-04-30 00:00 - 2019-05-02 23:59 | The Union Club of British Columbia, 805 Gordon Street, Victoria, British Columbia, V8W 1Z6, Canada
« All Events

2019 Spring Member Meeting

April 30, 2019
–
May 2, 2019

The Canadian Association of Research Libraries is pleased to invite member directors to the 2019 Spring Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

2019 Spring Member Meeting Program (PDF)

The Union Club of British Columbia

805 Gordon Street

Victoria,
British Columbia
V8W 1Z6
Canada

+ Google Map

Accommodation

Program Schedule

Guest Speakers

Previous Meetings

Hotel Details
Hotel Grand Pacific463 Belleville StVictoria, BC V8V 1X3
A block of rooms has been reserved for April 30, 2019 – May 2, 2019 at a cost of $159 CAD/night. The special room rate will be available until March 30, 2019 or until the group block is sold-out, whichever comes first.We suggest that you reserve as soon as possible to ensure that you can get a room.
Reservations can be made by calling (toll free): 1.800.663.7550 and quoting Canadian Association of Research Libraries or APR19CARL.
Tuesday, April 30
8:00 AM – 5:00 PMBoard Meeting (Union Club: McKenzie Lounge)
6:00 PM – 8:00 PMPresident’s Reception (Swans Hotel Penthouse – 506 Pandora Ave, Victoria, BC V8W 1N6)

Wednesday, May 1
7:30 AM – 8:30 AMBreakfast and Registration (Union Club: Centennial Ballroom)
8:00 AM – 8:30 AMVPO Lightning Talks (during Breakfast) (Union Club: Centennial Ballroom)

Erin Fields, Liaison Librarian (Humanities and Social Sciences) and Flexible Learning Coordinator, University of British Columbia; VPO for Open Education
Maha Kumaran, Head of the Education & Music Library, University of Saskatchewan; VPO for Equity, Diversity, and Inclusion

8:30 AM – 10:30 AMAdvancing Research Committee Meeting (Union Club: McKenzie Room)Strengthening Capacity Committee Meeting (Union Club: McKenzie Lounge)
10:30 AM – 11:00 AMBreak (Union Club: Centennial Ballroom)
11:00 AM – 1:00 PMPolicy Committee Meeting (Union Club: McKenzie Room)Assessment Committee Meeting (Union Club: McKenzie Lounge)
1:00 PM – 2:15 PMLunch (Union Club: Centennial Ballroom)
2:15 PM – 3:45 PMProgram – Strategic Plan Finalization (Union Club: Centennial Ballroom)

Susan Gibbons, ARL President
Merrilee Proffitt, Senior Manager, OCLC Research Library Partnership
Jonathan Bengtson, University Librarian, University of Victoria; CARL Vice-President

Slides: ARL Action Plan 2019-2020
Slides: CARL OCLC Innovation Survey
Draft: 2019-2022 Strategic Framework
(Google Doc)
3:45 PM – 4:00 PMBreak (Union Club: Centennial Ballroom)
4:00 PM – 5:00 PMSpring Annual General Meeting (Union Club: Centennial Ballroom)
6:30 PM – 10:00 PMCARL Reception and Dinner (Fireside Grill – 4509 W Saanich Rd, Victoria, BC V8Z 3G1)

Thursday, May 2
7:30 AM – 8:30 AMBreakfast and Registration (Union Club: Centennial Ballroom)
8:30 AM – 9:00 AMProgram – Portage: Repositories and Training Update (Union Club: Centennial Ballroom)

Jeff Moon, Portage Director

Portage Training Resources
Portage Progress Report: For the period of January – March, 2019
Slides: Portage Continuum of Training and DRI Update
9:00 AM – 10:00 AMProgram – Research Information Management Systems Landscape (Union Club: Centennial Ballroom)

Dale Askey, Chief Librarian, University of Alberta
Donna Bourne-Tyson, University Librarian, Dalhousie University; CARL President
Vivian Lewis, University Librarian, McMaster University
Beth Sandore Namachchivaya, University Librarian, Waterloo University

Slides: Research Information Management Systems Landscape: Introduction
10:00 AM – 10:30 AMBreak (Union Club: Centennial Ballroom)
10:30 AM – 12:00 PMProgram – Open Infrastructure Investment: Status and Discussion (Union Club: Centennial Ballroom)

Catherine Steeves, Chief Librarian, University of Western Ontario
Mackenzie Smith, University Librarian, University of California Davis
Kathleen Shearer, Research Associate, CARL

Slides: University of California and Elsevier: status of transformative publishing agreements
12:00 PM – 12:45 PMLunch (Union Club: Centennial Ballroom)
1:00 PM – 1:30 PMShuttle to University of Victoria (Departing at 1:00 PM in front of Union Club)
1:45 PM to 4:00 PMProgram – Ethics of Sensitive Information; Repatriation of Cultural Materials; Decolonizing Metadata (Update) (First People’s House, Victoria, BC V8P 5C2)

Elder Victor Underwood
Jonathan Bengtson, University Librarian, University of Victoria; CARL Vice-President
Lisa Goddard, Associate University Librarian, Digital Scholarship and Strategy, University of Victoria
Dr. Andrea Walsh, Associate Professor of Anthropology, University of Victoria
Stacy Allison-Cassin, Digital Humanities Librarian, York University

Slides: Digital Ethics and Reconciliation
Slides: Indian Residential and Day School Art Collections and Survivor Communities 4:15 PM – 5:30 PM
Closing Reception (Digital Scholarship Commons – McPherson Library)

Dr. Matt Huculak, Digital Scholarship Librarian, University of Victoria

5:30 PM – 7:00 PMBoard Meeting (University of Victoria Library: Room 403)
7:15 PMBoard Dinner (Marina Restaurant, 1327 Beach Dr, Victoria, BC V8S 2N4)
Stacy Allison-Cassin is an Digital Pedagogy Librarian in the Student Learning and Academic Success Department at York University. She has an active interest in the intersections between people, metadata, and infrastructure, with a particular focus on critical approaches to knowledge organization. Stacy has previously held positions as the W.P. Scott Chair in E-Librarianship, Digital Humanities Librarian, and Music Cataloguer. She is the current Vice-Chair of the Canadian Federation of Library Associations Indigenous Matters Committee where she is also co-lead on the Red Team working group on Subject Headings and Classification. A citizen of the Métis Nation of Ontario, Stacy sits as the Indigenous Ancestry Representative on the CFLA Board of Directors and is an incoming member of the IFLA Indigenous Matters Interest Group, a position she will hold on behalf of the Canadian Association of Professional Academic Librarians. Stacy is also an active volunteer in the Wikimedia community through which she actively organizes community initiatives focused on the GLAM sector.
Susan Gibbons became Yale’s university librarian on July 1, 2011, and was named a deputy provost on January 1, 2015. As deputy provost for collections and scholarly communication, Gibbons is assigned to all of Yale’s galleries, museums, and other holdings, and is responsible for convening and fostering collaboration among these scholarly resources. This portfolio includes the Yale University Art Gallery, the Yale Center for British Art, the Peabody Museum of Natural History, and other campus collections, in addition to the university-wide library system and Yale University Press. Gibbons currently serves as the President of the Association of Research Libraries.
Lisa Goddard is the Associate University Librarian for Digital Scholarship and Strategy at University of Victoria Libraries. She holds degrees from Queen’s, McGill, and Memorial University. Lisa’s research interests include open access publishing, linked data, digital preservation, and digital humanities. She is currently the Chair of Portage’s Dataverse North Working Group and CRKN’s ORCID-CA National Advisory Committee. Lisa is a co-investigator on the Endings Project: Preserving Digital Projects for Long-Term Usability; and is a co-investigator on the project Improving African Futures Using Lessons from the Past. She is a member of the technical team for the CFI-funded Linked Infrastructure for Networked Cultural Scholarship (LINCS) project. http://orcid.org/0000-0002-4970-053X
Merrilee Proffitt is a senior manager with OCLC. She works in OCLC Research and provides project management skills and expert support to institutions within the OCLC Research Library Partnership.
Dr. J. Matthew Huculak is Digital Scholarship Librarian at the University of Victoria Libraries. He holds a PhD in English Language & Literature and an MLIS with a concentration on archives and preservation. He is technical director and founding Managing Editor of Modernism/modernity’s Print Plus platform, which won the Association of American Publishers 2019 PROSE Awards for “Innovation in Publishing.” His research focuses on libraries, 20th-century English literature, book history, and periodicals. He has served as Editorial Assistant for the James Joyce Quarterly, Project Director of the National Endowment for the Humanities funded Modernist Journals Project and is currently Director of the Social Sciences and Humanities Research Council funded Modernist Versions Project and Co-Director of BC Open Textbook-funded Open Modernisms. https://orcid.org/0000-0002-2717-1112
MacKenzie Smith (University Librarian and Vice Provost of Digital Scholarship) is responsible for creating and leading the strategic vision of the UC Davis Library. As vice provost of digital scholarship, MacKenzie defines and leads major university initiatives involving information technology, data science and informatics, data governance, knowledge management, research computing and digital publishing. MacKenzie helped launch and continues to oversee UC Davis’ Data Science Initiative, which supports research in every discipline and coordinates with data technology and analytics units across the university.
University of California and Elsevier: Status of transformative publishing agreements
The University of California recently ended negotiations with Elsevier for a new license that would have made open access publishing the default for UC authored articles while containing costs for accessing paywalled articles. An update will be provided on the terms of the licence UC wanted, the outcome of the negotiations so far, and other transformative publishing agreements that UC has made and continues to press for with other scholarly publishers.
Dr. Andrea Walsh is a visual anthropologist who specializes in 20th-century and contemporary aboriginal art and visual culture in Canada, as well as theoretical and methodological approaches to visual research. She is interested in collections of objects and images and how museums and galleries curate and exhibit these pieces of material culture. Her work critically reflects on and addresses discourses and actions of reconciliation and redress regarding relationships between Indigenous peoples and Canada.

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
Hotel Grand Pacific463 Belleville StVictoria, BC V8V 1X3
A block of rooms has been reserved for April 30, 2019 – May 2, 2019 at a cost of $159 CAD/night. The special room rate will be available until March 30, 2019 or until the group block is sold-out, whichever comes first.We suggest that you reserve as soon as possible to ensure that you can get a room.
Reservations can be made by calling (toll free): 1.800.663.7550 and quoting Canadian Association of Research Libraries or APR19CARL.
Tuesday, April 30
8:00 AM – 5:00 PMBoard Meeting (Union Club: McKenzie Lounge)
6:00 PM – 8:00 PMPresident’s Reception (Swans Hotel Penthouse – 506 Pandora Ave, Victoria, BC V8W 1N6)

Wednesday, May 1
7:30 AM – 8:30 AMBreakfast and Registration (Union Club: Centennial Ballroom)
8:00 AM – 8:30 AMVPO Lightning Talks (during Breakfast) (Union Club: Centennial Ballroom)

Erin Fields, Liaison Librarian (Humanities and Social Sciences) and Flexible Learning Coordinator, University of British Columbia; VPO for Open Education
Maha Kumaran, Head of the Education & Music Library, University of Saskatchewan; VPO for Equity, Diversity, and Inclusion

8:30 AM – 10:30 AMAdvancing Research Committee Meeting (Union Club: McKenzie Room)Strengthening Capacity Committee Meeting (Union Club: McKenzie Lounge)
10:30 AM – 11:00 AMBreak (Union Club: Centennial Ballroom)
11:00 AM – 1:00 PMPolicy Committee Meeting (Union Club: McKenzie Room)Assessment Committee Meeting (Union Club: McKenzie Lounge)
1:00 PM – 2:15 PMLunch (Union Club: Centennial Ballroom)
2:15 PM – 3:45 PMProgram – Strategic Plan Finalization (Union Club: Centennial Ballroom)

Susan Gibbons, ARL President
Merrilee Proffitt, Senior Manager, OCLC Research Library Partnership
Jonathan Bengtson, University Librarian, University of Victoria; CARL Vice-President

Slides: ARL Action Plan 2019-2020
Slides: CARL OCLC Innovation Survey
Draft: 2019-2022 Strategic Framework
(Google Doc)
3:45 PM – 4:00 PMBreak (Union Club: Centennial Ballroom)
4:00 PM – 5:00 PMSpring Annual General Meeting (Union Club: Centennial Ballroom)
6:30 PM – 10:00 PMCARL Reception and Dinner (Fireside Grill – 4509 W Saanich Rd, Victoria, BC V8Z 3G1)

Thursday, May 2
7:30 AM – 8:30 AMBreakfast and Registration (Union Club: Centennial Ballroom)
8:30 AM – 9:00 AMProgram – Portage: Repositories and Training Update (Union Club: Centennial Ballroom)

Jeff Moon, Portage Director

Portage Training Resources
Portage Progress Report: For the period of January – March, 2019
Slides: Portage Continuum of Training and DRI Update
9:00 AM – 10:00 AMProgram – Research Information Management Systems Landscape (Union Club: Centennial Ballroom)

Dale Askey, Chief Librarian, University of Alberta
Donna Bourne-Tyson, University Librarian, Dalhousie University; CARL President
Vivian Lewis, University Librarian, McMaster University
Beth Sandore Namachchivaya, University Librarian, Waterloo University

Slides: Research Information Management Systems Landscape: Introduction
10:00 AM – 10:30 AMBreak (Union Club: Centennial Ballroom)
10:30 AM – 12:00 PMProgram – Open Infrastructure Investment: Status and Discussion (Union Club: Centennial Ballroom)

Catherine Steeves, Chief Librarian, University of Western Ontario
Mackenzie Smith, University Librarian, University of California Davis
Kathleen Shearer, Research Associate, CARL

Slides: University of California and Elsevier: status of transformative publishing agreements
12:00 PM – 12:45 PMLunch (Union Club: Centennial Ballroom)
1:00 PM – 1:30 PMShuttle to University of Victoria (Departing at 1:00 PM in front of Union Club)
1:45 PM to 4:00 PMProgram – Ethics of Sensitive Information; Repatriation of Cultural Materials; Decolonizing Metadata (Update) (First People’s House, Victoria, BC V8P 5C2)

Elder Victor Underwood
Jonathan Bengtson, University Librarian, University of Victoria; CARL Vice-President
Lisa Goddard, Associate University Librarian, Digital Scholarship and Strategy, University of Victoria
Dr. Andrea Walsh, Associate Professor of Anthropology, University of Victoria
Stacy Allison-Cassin, Digital Humanities Librarian, York University

Slides: Digital Ethics and Reconciliation
Slides: Indian Residential and Day School Art Collections and Survivor Communities 4:15 PM – 5:30 PM
Closing Reception (Digital Scholarship Commons – McPherson Library)

Dr. Matt Huculak, Digital Scholarship Librarian, University of Victoria

5:30 PM – 7:00 PMBoard Meeting (University of Victoria Library: Room 403)
7:15 PMBoard Dinner (Marina Restaurant, 1327 Beach Dr, Victoria, BC V8S 2N4)
Stacy Allison-Cassin is an Digital Pedagogy Librarian in the Student Learning and Academic Success Department at York University. She has an active interest in the intersections between people, metadata, and infrastructure, with a particular focus on critical approaches to knowledge organization. Stacy has previously held positions as the W.P. Scott Chair in E-Librarianship, Digital Humanities Librarian, and Music Cataloguer. She is the current Vice-Chair of the Canadian Federation of Library Associations Indigenous Matters Committee where she is also co-lead on the Red Team working group on Subject Headings and Classification. A citizen of the Métis Nation of Ontario, Stacy sits as the Indigenous Ancestry Representative on the CFLA Board of Directors and is an incoming member of the IFLA Indigenous Matters Interest Group, a position she will hold on behalf of the Canadian Association of Professional Academic Librarians. Stacy is also an active volunteer in the Wikimedia community through which she actively organizes community initiatives focused on the GLAM sector.
Susan Gibbons became Yale’s university librarian on July 1, 2011, and was named a deputy provost on January 1, 2015. As deputy provost for collections and scholarly communication, Gibbons is assigned to all of Yale’s galleries, museums, and other holdings, and is responsible for convening and fostering collaboration among these scholarly resources. This portfolio includes the Yale University Art Gallery, the Yale Center for British Art, the Peabody Museum of Natural History, and other campus collections, in addition to the university-wide library system and Yale University Press. Gibbons currently serves as the President of the Association of Research Libraries.
Lisa Goddard is the Associate University Librarian for Digital Scholarship and Strategy at University of Victoria Libraries. She holds degrees from Queen’s, McGill, and Memorial University. Lisa’s research interests include open access publishing, linked data, digital preservation, and digital humanities. She is currently the Chair of Portage’s Dataverse North Working Group and CRKN’s ORCID-CA National Advisory Committee. Lisa is a co-investigator on the Endings Project: Preserving Digital Projects for Long-Term Usability; and is a co-investigator on the project Improving African Futures Using Lessons from the Past. She is a member of the technical team for the CFI-funded Linked Infrastructure for Networked Cultural Scholarship (LINCS) project. http://orcid.org/0000-0002-4970-053X
Merrilee Proffitt is a senior manager with OCLC. She works in OCLC Research and provides project management skills and expert support to institutions within the OCLC Research Library Partnership.
Dr. J. Matthew Huculak is Digital Scholarship Librarian at the University of Victoria Libraries. He holds a PhD in English Language & Literature and an MLIS with a concentration on archives and preservation. He is technical director and founding Managing Editor of Modernism/modernity’s Print Plus platform, which won the Association of American Publishers 2019 PROSE Awards for “Innovation in Publishing.” His research focuses on libraries, 20th-century English literature, book history, and periodicals. He has served as Editorial Assistant for the James Joyce Quarterly, Project Director of the National Endowment for the Humanities funded Modernist Journals Project and is currently Director of the Social Sciences and Humanities Research Council funded Modernist Versions Project and Co-Director of BC Open Textbook-funded Open Modernisms. https://orcid.org/0000-0002-2717-1112
MacKenzie Smith (University Librarian and Vice Provost of Digital Scholarship) is responsible for creating and leading the strategic vision of the UC Davis Library. As vice provost of digital scholarship, MacKenzie defines and leads major university initiatives involving information technology, data science and informatics, data governance, knowledge management, research computing and digital publishing. MacKenzie helped launch and continues to oversee UC Davis’ Data Science Initiative, which supports research in every discipline and coordinates with data technology and analytics units across the university.
University of California and Elsevier: Status of transformative publishing agreements
The University of California recently ended negotiations with Elsevier for a new license that would have made open access publishing the default for UC authored articles while containing costs for accessing paywalled articles. An update will be provided on the terms of the licence UC wanted, the outcome of the negotiations so far, and other transformative publishing agreements that UC has made and continues to press for with other scholarly publishers.
Dr. Andrea Walsh is a visual anthropologist who specializes in 20th-century and contemporary aboriginal art and visual culture in Canada, as well as theoretical and methodological approaches to visual research. She is interested in collections of objects and images and how museums and galleries curate and exhibit these pieces of material culture. Her work critically reflects on and addresses discourses and actions of reconciliation and redress regarding relationships between Indigenous peoples and Canada.

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

@Risk North 2: Digital Collections Summit
2018-11-09 00:00 - 23:59 | Loews Hôtel Vogue, 1425 Rue de la Montagne, Montreal, Quebec, H3G 1Z3, Canada
Presented by the Canadian Association of Research Libraries in collaboration with the Canadian Research Knowledge Network, Library & Archives Canada and Bibliothèque et Archives nationales du Québec
Date: Friday, November 9, 2018
Location: Loews Hôtel Vogue (Paris Ballroom), Montreal
This full-day open forum will focus on assessing current digital preservation readiness, resources, and collaborative initiatives, with a view to identifying opportunities to strengthen our collective capacity for digital preservation in Canada. This event is meant for practitioners and administrators within academic libraries, public libraries, national libraries, museums, archives, and any other organizations who are involved in the digital preservation of cultural and documentary heritage.
Clifford Lynch (Coalition for Networked Information) will provide the opening keynote; the results of CARL’s Digital Preservation Readiness Survey will be presented; and there will be a panel discussion among key stakeholders.

> Agenda

The MC for the day will be Jonathan Bengtson, University Librarian at University of Victoria & Chair of CARL Advancing Research Committee’s Digital Preservation Working Group.
Simultaneous interpretation will be available for all presentations throughout the day.
8:30 – 9:00 a.m.
Coffee and light breakfast
9:00 – 9:15 a.m.
Welcoming remarks

Maureen Clapperton, Directrice générale de la Bibliothèque nationale, BAnQ

9:15 – 10:15 a.m.
Keynote – The New Challenges of Stewardship in the Digital Age

Clifford Lynch, Director, Coalition of Networked Information

10:15 – 10:45 a.m.
Networking/health break – coffee and refreshments
10:45 – 11:45 a.m.
Presentation – Results of the CARL Digital Preservation Working Group’s Survey on Current State and Future Needs in Digital Preservation in Canada

Grant Hurley, Digital Preservation Librarian, Scholars Portal (see slides; Phase 1 and Phase 2 interim reports)

Followed by table discussion then panel response:

Lisa Goddard, Associate University Librarian, Digital Scholarship & Strategy, University of Victoria
Geoff Harder, Associate University Librarian, University of Alberta
Mireille Laforce, directrice du dépôt légal et de la conservation des collections patrimoniales, BAnQ

11:45 a.m. – 12:45 p.m.
Panel – “At Scale” Digital Preservation in Canada – Working at the Institutional vs. Regional vs. National Level – introduced and moderated by Carole Urbain, Steering Committee member, National Heritage Digitization Strategy and Vice-présidente, Association pour l’avancement des sciences et des techniques de documentation (ASTED) – (see slides describing NHDS)

John Richan, Digital Archivist, Records Management & Archives, Concordia University (see slides)
Steve Marks, Digital Preservation Librarian, University of Toronto Libraries
Corey Davis, Digital Preservation Coordinator, Council of Prairie and Pacific University Libraries coppul.ca/digitalpreservation (see slides)
Kate Davis, Co-Director, Scholars Portal
Pascale Montmartin, Analyste d’affaires en préservation et diffusion des collections numériques, Bibliothèque et Archives nationales du Québec (see slides)
Faye Lemay, Digital Preservation Manager, Library & Archives Canada (see slides)

12:45 – 1:30 p.m.
Lunch (provided)
1:30 – 3:00 p.m.
Lightning presentations – ‘A Sampling of Current Canadian Initiatives in Digital Preservation’ (Moderator Corey Davis)

Sarah Dupont (University of British Columbia) – Pragmatic Audio Preservation with Aboriginal Peoples – indigitization.ca (see slides)
Lisa Goddard (University of Victoria) – Endings: Building Sustainable Digital Humanities Projects (see slides)
Karin MacLeod (Library & Archives Canada) – Digital Preservation Starts with Acquiring Digital Content (see slides)
Annie Murray (University of Calgary) – Rock Music: A Digital Preservation Gateway Drug (see slides)
Mireille Nappert (Canadian Centre for Architecture) – Preserving Software for Long-term Access to CAD Files (see slides)
Umar Qasim (University of Alberta & Portage Preservation Expert Group) – Portage’s Federated Approach to Preserve Canadian Research Data (see slides)
Tim Walsh (Concordia University) – Bulk Reviewer: A software application for managing sensitive information in digital archives (see slides)
Jess Whyte (University of Toronto) – FloppyCapture.py – automating forensic disk imaging for accuracy, efficiency, and data reuse (see slides)

3:00 – 3:15 p.m.
Networking/health break – coffee and refreshments
3:15 – 4:00 p.m.
Table discussion & plenary reporting (Moderator Jonathan Bengtson)
4:00 – 4:30 p.m.
Wrap-up and closing remarks: Clifford Lynch & Jonathan Bengtson

> Presenter Biographies

Jonathan Bengtson is the University Librarian of the University of Victoria, Canada; Vice-President of CARL; and Chair of the Digital Preservation Working Group of CARL’s Advancing Research Committee. He is also the Editor-in-Chief and founder of KULA: knowledge creation, dissemination, and preservation studies.
A graduate of the school of library and information sciences (EBSI) at the University of Montreal, Maureen Clapperton was responsible for the documentation centre and document management with the provincial police force, the Sûreté du Québec, from 1989 to 2000. From 2000 to 2001, she was coordinator of strategic monitoring with the Ministère de la Sécurité publique. From 2001 to 2005, she was director of acquisitions for the heritage collection, and since 2016 she has been director general of the provincial library and archives, the Bibliothèque nationale at Bibliothèque et Archives nationales du Québec (BAnQ). From May 2005 to 2016, she was director of the Bibliothèque Myriam et J.-Robert Ouimet at HEC Montreal. Maureen is on the board of the BTLF, which serves the publishing industry; she is a member of the subcommittee of library directors of the BCI (Bureau de coopération interuniversitaire), which she chaired in 2010-2011, and treasurer and a board member of the AIFBD (Association Internationale Francophone des bibliothécaires et Documentalistes).
Corey Davis is the Digital Preservation Coordinator for the Council of Prairie and Pacific University Libraries (COPPUL), where he develops services, infrastructure, and organizational capacity to support long-term preservation. He has been active in academic libraries for 15 years, most recently as Systems Librarian at the University of Victoria, where he oversaw web archiving and digital preservation. He is active in several national preservation efforts in Canada, including as a founding member of the Portage Preservation Expert Group, the Canadian Association of Research Libraries’ Digital Preservation Working Group, and the Canadian Web Archiving Coalition.
Kate Davis is Co-Director of Scholars Portal, a shared digital library project of the Ontario Council of University Libraries (OCUL) based at the University of Toronto. She is responsible for digital collections and digital preservation services offered by Scholars Portal to OCUL member libraries. Kate has a track record of successful IT project management, including implementation of the Scholars Portal Books platform, and has wide experience in managing IT project budgets and recruiting and supervising IT staff.
Sarah Dupont, Métis, is the Aboriginal Engagement Librarian at the University of British Columbia, where she coordinates the Indigitization program, among her other duties. Additionally, she serves as the UBC iSchool First Nations Curriculum Coordinator and co-instructor of the Indigenous Information Practices course. She is the convenor of the First Nations Interest Group of the BC Library Association and Chair of the Indigenous Knowledge Standing Committee for the Council of Pacific and Prairie University Libraries.
Jean-François Gauvin (MBSI) is director of architecture and design at the BAnQ. His main area of expertise is information systems for libraries and archives, and major digital issues. His more recent involvement has been with the institution’s digital conservation strategies, and a major digital dissemination project funded by the Plan Culturel numérique du Québec. He lectured for more than five years at the University of Montreal.
Lisa Goddard is the Associate University Librarian for Digital Scholarship and Strategy at University of Victoria Libraries. She is currently responsible for shaping UVic’s digital preservation strategy, and for developing infrastructure that can address faculty needs for curation support. Lisa believes that digital preservation is the most pressing challenge facing our profession, and that solutions will require sustained, large scale collaboration. Her other research interests include linked data, open access publishing, and digital humanities. http://orcid.org/0000-0002-4970-053X.
Geoff Harder is Associate University Librarian at the University of Alberta where he feels lucky to work with some great colleagues helping to keep the bits alive. His involvement with regional, national and international DP initiatives includes service as a Board Director for CLOCKSS, membership on CRKN’s national journal TDR working group, membership on the NHDS Steering Committee, and facilitating U of A partnerships with organizations such as Hathitrust, Internet Archive, and several LOCKSS-based networks. He is a member of CARL’s Digital Preservation Working Group, Portage’s Advisory Committee, and a co-chair of the Open Repositories Working Group. Two kids, two kittens, and a two-librarian household complete his profile.
Grant Hurley is the Digital Preservation Librarian at Scholars Portal, the information technology service provider for Ontario Council of University Libraries. He oversees the maintenance of the Scholars Portal Trustworthy Digital Repository and the development of digital preservation services, infrastructure, and learning opportunities for OCUL members. Grant currently serves as lead of the survey subgroup for the CARL Digital Preservation Working Group and on committees for the Archives Association of Ontario and the Association of Canadian Archivists.
Mireille Laforce is Director of Legal Deposit and Preservation of Heritage Collections at the Bibliothèque et Archives nationales du Québec (BAnQ). She has been with BAnQ since 2004 and previously worked in the Quebec law library sector. In addition to a Master of Library and Information Science, she holds university degrees in history, archives and law.
As Manager of the Digital Preservation section for about five years, Faye Lemay leads the development of a comprehensive digital preservation program at Library and Archives Canada. Faye was instrumental in development and deployment of the Strategy for a Digital Preservation Program at LAC in 2017. She oversees the long-term preservation of the LAC Digital Archive: the repository of digital heritage at LAC’s Preservation Centre.
Clifford Lynch has led the Coalition for Networked Information (CNI) since 1997. CNI, jointly sponsored by the Association of Research Libraries and EDUCAUSE, includes about 200 member organizations concerned with the intelligent uses of information technology and networked information to enhance scholarship and intellectual life. CNI’s wide-ranging agenda includes work in digital preservation, data intensive scholarship, teaching, learning and technology, and infrastructure and standards development. Prior to joining CNI, Lynch spent 18 years at the University of California Office of the President, the last 10 as Director of Library Automation. Lynch, who holds a Ph.D. in Computer Science from the University of California, Berkeley, is an adjunct professor at Berkeley’s School of Information. He is both a past president and recipient of the Award of Merit of the American Society for Information Science, and a fellow of the American Association for the Advancement of Science, the Association for Computing Machinery, and the National Information Standards Organization. He served as co-chair of the National Academies Board on Research Data and Information from 2011-2016; he is active on numerous advisory boards and visiting committees. His work has been recognized by the American Library Association’s Lippincott Award, the EDUCAUSE Leadership Award in Public Policy and Practice, and the American Society for Engineering Education’s Homer Bernhardt Award.
Karin MacLeod is currently the Manager, Published Acquisitions, at Library and Archives Canada. Karin has held this position since joining LAC in 2015 and is primarily responsible with overseeing and raising awareness of the Legal Deposit Program, acquisition of digital theses and a variety of outreach activities with Canadian publishers and music producers. Karin holds a masters degree in Library and Information Science from the University of Western Ontario.
Steve Marks is the digital preservation librarian at the University of Toronto. His day-to-day job is to ensure that the library has the planning and technical infrastructure in place to safely preserve the university’s digital stuff – including licensed resources, archival and special collections, data, and whatever else we decide we want to keep. His main research interests are design of information systems, preservation planning and policy, futzing around with obsolete media types, and the preservation of video games.
Pascale Montmartin is a business analyst at the Bibliothèque et Archives nationales du Québec (BAnQ). Holder of a Master’s degree in Library and Information Science, she coordinated the implementation of BAnQ’s digital collections management system from 2006 to 2013. Since 2014, she has been a key contributor to the development of a portal for public distribution of BAnQ collections: numerique.banq.qc.ca. She is simultaneously participating in the implementation of policies and procedures as well as the development of a sustainable digital document management platform.
Annie Murray is Associate University Librarian for Archives and Special Collections at the University of Calgary, where she oversees The Canadian Architectural Archives, Special Collections, and the University of Calgary Archives. She is a longtime co-applicant in the Spokenweb project to develop web-based interfaces for the exploration of digitized literary audio recordings. She is currently overseeing the preservation of the EMI Music Canada Archive, with support from The Andrew W. Mellon Foundation.
Mireille Nappert has a master’s in information sciences, and is an archivist assigned to the processing of digital archives acquired following the “Archaeology of the Digital” exhibitions (2013-2015) at the Canadian Centre for Architecture. Her previous assignments have mainly involved document management, particularly in digital formats, for the Charbonneau Commission inquiry intro construction contracts (Commission d’enquête sur l’octroi et la gestion des contrats publics dans l’industrie de la construction) and for Bibliothèque et Archives nationales du Québec.
Dr. Umar Qasim holds a PhD in Information Systems. He has over 20 years of experience in the field of information technology. Since 2012 he has been working as the Digital Preservation Officer at the University of Alberta Libraries with responsibility for its digital preservation program. He is also involved in many collaborative initiatives and shares his expertise with the professional community of practice at large. He is the current chair of Portage’s Preservation Expert Group.
John Richan is a Digital Archivist at the Records Management and Archives department at Concordia University and MLIS graduate from the McGill University School of Information Studies (‘14). Current professional projects include building digital preservation workflows and leveraging open-source tools from digital object transfer through to Archival Information Package (AIP) creation.
Carole Urbain is currently Senior Director, Academic Affairs at McGill University Library. Her career has been marked by numerous projects at the National Library of Quebec, the University of Montreal, and then the McGill University. As a member of the National Heritage Digitization Strategy Steering Committee for two years, she has collaborated on a study to develop best practices for infrastructure to ensure the preservation of digitized material.
Tim Walsh is the Digital Preservation Librarian at Concordia University Library. Prior to joining Concordia, Tim was a Summer Fellow at the Harvard Library Innovation Lab as well as the Canadian Centre for Architecture’s first Digital Archivist. He is the developer of several digital preservation utilities including Brunnhilde, a reporting and characterization tool for digital archives, and METSFlask, a web application for human-friendly exploration of Archivematica METS files.
Jess Whyte is the Digital Asset Librarian at the University of Toronto, where she previously held the position of Digital Preservation Intake Coordinator and obtained her MI. Jess co-authored Building OpenSocial Apps, one of the first books on developing for social networks, and is a member of the Software Preservation Network’s Legal Working Group, OCUL’s Digital Curation Community, and the EaaSI (or Emulation-as-a-Service Infrastructure) Advisory Committee.

> Recordings

Please note that all the @Risk North 2 : Digital Collections presentations were recorded, and are available for viewing at CARL’s YouTube page:
https://www.youtube.com/channel/UCK59-sdDLfQgUUoAuiOVQeQ
Start times for each session are listed in the notes below the video.

> Presentation Abstracts

Keynote:
Clifford Lynch, PhD (Director, Coalition of Networked Information)
The New Challenges of Stewardship in the Digital Age
This talk will look broadly at the profound challenges of managing and preserving not only the scholarly record (which is in a very real sense the easiest part of the problem) but also the much broader, more diverse, and more dynamic cultural record that will serve as essential evidence to support scholarship both today and into the future.
Morning Presentation:
Grant Hurley, Digital Preservation Librarian, Scholars Portal
Results of the CARL Digital Preservation Working Group’s Survey on Current State and Future Needs in Digital Preservation in Canada
This presentation will provide a summary of the results of the 2017-18 CARL Digital Preservation Working Group’s survey of digital preservation capacity and needs among Canadian memory institutions. The survey received 51 responses from academic libraries, government-operated libraries, archives and museums, and community-focused organizations and non-profits. The results provide an up-to-date picture of digital preservation activities and ongoing needs in Canada that are intended to inform the development of strategies, policies, expertise and resource allocation. The presentation will be followed by a table discussion and panel response in reaction to the survey results.
Morning Panel:
“At Scale” Digital Preservation in Canada – Working at the Institutional vs. Regional vs. National Level
This session will surface the advantages, challenges, and opportunities that a variety of organizations/institutions have experienced in working “at-scale” on issues of digital preservation. John Richan will speak to Concordia University Archives and Records Management Department’s relatively nascent digital preservation program while Steve Marks will describe the University of Toronto Libraries’ well-established digital preservation efforts, and efforts to rethink their approach. Corey Davis (COPPUL) and Kate Davis (Scholars Portal) will present about their regional consortial efforts, while Jean-François Gauvin (BAnQ) and Faye Lemay (LAC) will describe challenges and opportunities at the national scale. The panel will engage in a discussion in which cases activities are best situated at the national (or even international) and regional level vs. more local approaches.
Lightning Talks:
Sarah Dupont (Aboriginal Engagement Librarian, University of British Columbia Library)
Pragmatic Audio Preservation with Aboriginal Peoples (indigitization.ca)
During the twentieth century, academics conducting research on Aboriginal peoples generated audio recordings of important cultural traditions, customs, practices, and other information. Given the cultural importance of these data, individuals in Aboriginal nations, communities, and organizations stored the analogue audio recordings that were returned to them or found. Many have recently become aware of the fragility of the physical format and the urgent need to preserve them digitally. Post-digitization efforts with these recordings, such as language translation, content analysis, and further research is often required and undertaken for these pieces to contribute to their broader cultural revitalization efforts.
Indigitization is a grant program coordinated through the University of British Columbia Library with the objective of building capacity in cultural heritage media management. It identifies equipment and procedures to achieve preservation standards for the digitization of audio cassettes. Because there is limited funding for this work, achieving the highest standards is difficult in most situations. Challenges that are unique to Aboriginal settings regarding the preserving of digital files will be discussed, along with key strategies to overcome limitations.
Lisa Goddard (Associate University Librarian, Digital Scholarship and Strategy, University of Victoria Libraries)
Endings: Building Sustainable Digital Humanities Projects (project website)
Successful models for bringing Digital Humanities projects to closure are rare, and models for truly sustainable preservation are nonexistent. The Endings Project is a SSHRC-funded collaboration between faculty members, librarians, and programmers at the University of Victoria. We aim to develop practical strategies for concluding and preserving scholarly digital projects, and for maintaining long-term usability across a range of disciplines and DH methodologies. The Endings Project team has interviewed more than twenty-five project leads to better understand the factors that put even major, well-known DH projects at risk of oblivion. With a focus on five in-depth case studies, the project is developing tools and documentation to transform finished projects into static websites that can easily be archived in ways that preserve access, and are scalable for university libraries and other preservation partners. In this lightning talk, co-investigator, Lisa Goddard, will give an overview of our findings to date, and will highlight key opportunities for library intervention and partnership.
Karin MacLeod (Manager, Published Acquisitions, Library and Archives Canada)
Digital Preservation Starts with Acquiring Digital Content
Digital collections present information sharing opportunities and preservation challenges, both of which begin with actually having the precious digital content. This speaks to the need for library acquisition teams to evolve collecting practices to ensure digital content is acquired and assembled into robust collections.
This lightning talk will focus on 3 recent digital acquisition initiatives the Published Heritage Branch at LAC has embarked on with the goal of enhancing its acquisition of digital content.
While Legal Deposit regulations were expanded in 2007 to include digital publications, limitations in LAC’s technical infrastructure prevented us from systematically acquiring this content. Until now…with testing of a new Digital Asset Management System underway and an exciting suite of new ingest tools on the horizon we are preparing for change. Some recent activities this talk will elaborate on are:

Digital News Ingest Pilot – a modest initiative in which LAC worked with 3 newspaper publishers to explore digital news formats, content coverage and ingest options. Insights regarding selection criteria, content volume and staff capacity were gleaned and results are informing development of a new Newspaper Strategy.
E-Theses – failure of legacy harvesting tools has prompted LAC to examine its collection of e-theses, explore new acquisition processes and address known preservation challenges.
Targeted outreach with creators of digital content – creators of digital music and e-books have suggested several new and innovative acquisition partnerships for LAC to explore.

Most significantly, the necessity for Acquisition teams to work in close collaboration with our Preservation colleagues has never been more apparent. To become acquainted with preservation requirements and embed these considerations in acquisition work flows clearly benefits both the development of LAC’s digital collections and ensures their discoverability, both now and far into the future.
Annie Murray (Associate University Librarian for Archives and Special Collections, University of Calgary)
Rock Music: A Digital Preservation Gateway Drug
Rock and pop music are ubiquitous, but the audiovisual recordings that house music present a preservation challenge for memory institutions. I will show how the acquisition of the EMI Music Canada Archive is a gateway to the development of comprehensive digital preservation planning in Libraries and Cultural Resources at the University of Calgary.
The EMI archive consists of more than 5,500 boxes of materials, including more than 40,000 audiovisual recordings, some of which are at great risk of degradation. With the support of The Andrew W. Mellon Foundation, the migration of these recordings is underway. What of the resulting digital assets? How will they be managed and preserved? The EMI project has spurred reflection and analysis of the library’s overall capacity to store, manage, preserve, and provide access to a variety of digital assets.
I will highlight the components of our emerging capacity to preserve this collection, and all of our digital assets. I will describe the library’s development and planning related to staff expertise, equipment, network infrastructure, storage, and the implementation of a digital asset management system. Lastly, I will highlight the preservation challenges and opportunities presented by this large and complex archive.
Mireille Nappert (Digital Processing Archivist, Canadian Centre for Architecture)
Preserving Software for Long-term Access to CAD Files
The Canadian Centre for Architecture (CCA) has been collecting digital materials for over 1O years now. In the past few years, it has established workflows to process and preserve these digital objects, which can range from a simple Word document to a Rhino or form*Z model. Most CAD formats are traditionally proprietary and there is no automated way to update file formats to current available software. Acquiring and preserving software, through donations and partnerships is vital in order to provide access to the original files on the long term. The talk will overview the need to preserve software for access to complex digital objects; mention the type of work involved in order to retain the software and reuse it to access files; and indicate software preservation initiatives from other organization (YALE, Software Preservation Network, etc.)
Umar Qasim, PhD (Digital Preservation Officer, University of Alberta and Chair of Portage’s Preservation Expert Group)
Portage’s Federated Approach to Preserve Canadian Research Data
Launched in 2015 by the Canadian Association of Research Libraries (CARL), Portage Network is working to meet the data management and archiving needs of Canadian researchers. Portage is in a process of establishing an Open Archival Information System (OAIS) type archive that provides a platform to deposit, find, share and preserve research data. Portage works within the library community to coordinate expertise, services, and technology and planning to setup this archive in collaboration with several other key stakeholders.
The Portage’s Preservation Expert Group (PEG) is working to identify the challenges that need to be addressed by Portage and other stakeholders in order to develop and improve RDM capacity and infrastructure across the country, especially as it relates to the long-term preservation of research data. PEG members have recently authored a position paper which provides a framework within which digital preservation can be defined, discussed and achieved in the Canadian context. It also provides a set of guiding principles that reflect the values and commitments of organizations and communities already involved in this work.
Tim Walsh (Digital Preservation Librarian, Concordia University)
Bulk Reviewer: A Software Application for Managing Sensitive Information in Digital Archives
Bulk Reviewer is a software application designed to help librarians, archivists, and other digital preservation practitioners to identify, review, and remove files containing sensitive information in digital archives. Bulk Reviewer scans directories and disk images for personally identifying information (PII) and other sensitive information using bulk_extractor, a best-in-class open source digital forensics tool, and presents results in a review dashboard, enabling easier detection and dismissal of false positives. It provides the ability to generate CSV reports about inputs as well as the ability to export files from directories and disk images, separating problematic files from those that are free of sensitive information.
This project was started while the author was a 2018 Summer Fellow at the Library Innovation Lab at Harvard University. It is built using Django, Django Rest Framework, Celery, Django Channels, and Vue.js. It is currently under active development as a research project at Concordia University Library, and is still in the exploratory/prototype phase. Topics to explore in the lightning talk include work done on the application so far as well as anticipated future development, including customization of existing open-source tools to better support the needs of Canadian institutions and data.
Jess Whyte (Digital Asset Librarian, University of Toronto)
Automating Forensic Disk Imaging for Accuracy, Efficiency, and Data Reuse
The University of Toronto Libraries (UTL) is currently migrating content off at-risk digital media in its collections. One media format, floppy disks, poses a particular challenge in its heterogeneity and the skill level required to extract data in a manner that is sound. We needed a way to image these disks that reduced those barriers, was error-proof for student employees, and scalable.
We found that traditional GUI tools for imaging floppy disks were quite slow, required entering the same information in multiple locations, and introduced too many opportunities for error or inconsistency.
The solution, a script and workstation setup, has reduced our input errors, reuses existing metadata in the UTL system, produces consistent output, and speeds up our processes. Instead of being able to image 5-6 disks/hr, we can now image 10-12 disks/hr, and our quality control and verification processes are improved.
This lightning talk will cover the challenge presented, an overview of the script, and a quick demo of the process.

2018 Fall Member Meeting
2018-11-06 00:00 - 2018-11-09 23:59 | Hôtel Le Crystal, 1100 de la Montagne, Montreal, Quebec, H3G 0A1, Canada
« All Events

2018 Fall Member Meeting

November 6, 2018
–
November 9, 2018

The Canadian Association of Research Libraries is pleased to invite member directors to the 2018 Fall Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

2018 Fall Member Meeting Program (PDF)

Hôtel Le Crystal

1100 de la Montagne

Montreal,
Quebec
H3G 0A1
Canada

+ Google Map

Accommodation

Program Schedule

Recent Meetings

Hotel Details
Hôtel Le Crystal1100 de la MontagneMontréal, Québec, H3G 0A1
A block of rooms has been reserved for November 5-7, 2018 at a cost of $199 CAD/night. The special room rate will be available until October 9, 2018 or until the group block is sold-out, whichever comes first.
We suggest that you reserve as soon as possible to ensure that you can get a room.

Booking Link

Tuesday, November 6
8:00 AM – 5:00 PMBoard Meeting (Drummond)
6:30 PM – 8:30 PMPresident’s Reception (Lounge Bishop)

Wednesday, November 7
7:30 AM – 8:30 AMBreakfast and Registration (Espace Ste Catherine)
8:30 AM – 10:30 AMAdvancing Research Committee Meeting (René-Lévesque B)Assessment Committee Meeting (René-Lévesque A)
10:30 AM – 11:00 AMBreak (Lounge Bishop)
11:00 AM – 1:00 PMPolicy Committee Meeting (René-Lévesque B)Strengthening Capacity Committee Meeting (René-Lévesque A)
1:00 PM – 2:00 PMLunch (Espace Ste Catherine)
2:00 PM – 3:00 PMPortage Briefing (Crescent)Presenters:

Jeff Moon, Portage Director
Susan Haigh, CARL Executive Director
Donna Bourne-Tyson, Dalhousie University Librarian and CARL President

Portage Progress Report for the period of July – September 2018
Slides: Portage Update: Key Accomplishments & Outlook for 2019
3:00 PM – 4:00 PMAdvancing Research Session: OER: Positioning Libraries (Crescent)Presenters:

Lise Brin, Program Officer, CARL
Dianne Cmor, Associate University Librarian, Teaching & Learning, Concordia University
Joy Kirchner, Dean of Libraries, York University
Ann Ludbrook, Copyright and Scholarly Engagement Librarian, Ryerson University

See Draft “Plan for Building Capacity for OER in Canadian libraries”
Slides: OER: Positioning Libraries
4:00 PM – 4:15 PMBreak (Lounge Bishop)
4:15 PM – 5:15 PMFall Annual General Meeting (Crescent)
6:30 PM – 10:00 PMCARL Reception and Dinner (Pointe-à-Callière, 350 Place Royale, Old Montréal)

Thursday, November 8
7:30 AM – 8:30 AMBreakfast and Registration (Espace Ste Catherine)
8:30 AM – 10:15 PMStrategic Planning (2019-2022) (Crescent)Presenters

Donna Bourne-Tyson, Dalhousie University Librarian and CARL President
Jonathan Bengtson, University of Victoria University Librarian and Chair of Strategic Planning
Keynote Address: Catherine Murray-Rust, Dean of Libraries, Georgia Tech

See
CARL Strategic Planning // Planification stratégique de l’ABRC
Synthesis of Strategic Plans Related to Research Libraries
Slides: Catherine Murray-Rust Keynote Address
Slides: Strategic Planning
10:15 AM – 10:45 AMBREAK (Lounge Bishop)
10:45 AM – 12:00 PMStrategic Planning (2019-2022) (Crescent)
12:00 PM – 1:00 PMLUNCH (Espace Ste Catherine)
1:00 PM – 1:45 PMAssessment (Statistics Program) (Crescent)Presenter:

Wayne Jones, University Librarian, Carleton University

Report and Recommendations on the Statistical Survey of Canadian Academic and Research Libraries
Slides: Statistics, No Damned Lies … But Some Inconsistencies
1:45 PM to 2:15 PMPolicy (Copyright and Litigation Debrief) (Crescent)Presenters:

Martha Whitehead, Queen’s University Librarian and Chair of CARL’s Policy Committee
Susan Haigh, CARL Executive Director
Mark Swartz, Copyright Manager at Queen’s and CARL Visiting Program Officer

Slides: Policy Matters
2:15 PM – 2:30 PMBREAK (Lounge Bishop)
2:30 PM – 4:15 PMCapacity (Core Competencies; Diversity) (Crescent)Presenters:

Vivian Lewis, McMaster University Librarian, and Chair of the Strengthening Capacity Committee.
Kathleen DeLong, University of Alberta Associate University Librarian, and Chair of CARL’s Core Competencies Working Group
Mark A. Puente, Director of Diversity and Leadership Programs, Association of Research Libraries
Gwen Bird, Simon Fraser University Librarian and member of CARL’s Strengthening Capacity Committee

See:
Slides: Contemporary Approaches to Leading the Liberated (Academic) Library
Report on Member Responses from the Session on Strengthening Indigenous Representation and Reconciliation
Results from Survey on Internship Programs to Increase Indigenous Representation in our Workforce
4:30 PM – 5:30 PMBoard Meeting (Drummond)

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
Hôtel Le Crystal1100 de la MontagneMontréal, Québec, H3G 0A1
A block of rooms has been reserved for November 5-7, 2018 at a cost of $199 CAD/night. The special room rate will be available until October 9, 2018 or until the group block is sold-out, whichever comes first.
We suggest that you reserve as soon as possible to ensure that you can get a room.

Booking Link

Tuesday, November 6
8:00 AM – 5:00 PMBoard Meeting (Drummond)
6:30 PM – 8:30 PMPresident’s Reception (Lounge Bishop)

Wednesday, November 7
7:30 AM – 8:30 AMBreakfast and Registration (Espace Ste Catherine)
8:30 AM – 10:30 AMAdvancing Research Committee Meeting (René-Lévesque B)Assessment Committee Meeting (René-Lévesque A)
10:30 AM – 11:00 AMBreak (Lounge Bishop)
11:00 AM – 1:00 PMPolicy Committee Meeting (René-Lévesque B)Strengthening Capacity Committee Meeting (René-Lévesque A)
1:00 PM – 2:00 PMLunch (Espace Ste Catherine)
2:00 PM – 3:00 PMPortage Briefing (Crescent)Presenters:

Jeff Moon, Portage Director
Susan Haigh, CARL Executive Director
Donna Bourne-Tyson, Dalhousie University Librarian and CARL President

Portage Progress Report for the period of July – September 2018
Slides: Portage Update: Key Accomplishments & Outlook for 2019
3:00 PM – 4:00 PMAdvancing Research Session: OER: Positioning Libraries (Crescent)Presenters:

Lise Brin, Program Officer, CARL
Dianne Cmor, Associate University Librarian, Teaching & Learning, Concordia University
Joy Kirchner, Dean of Libraries, York University
Ann Ludbrook, Copyright and Scholarly Engagement Librarian, Ryerson University

See Draft “Plan for Building Capacity for OER in Canadian libraries”
Slides: OER: Positioning Libraries
4:00 PM – 4:15 PMBreak (Lounge Bishop)
4:15 PM – 5:15 PMFall Annual General Meeting (Crescent)
6:30 PM – 10:00 PMCARL Reception and Dinner (Pointe-à-Callière, 350 Place Royale, Old Montréal)

Thursday, November 8
7:30 AM – 8:30 AMBreakfast and Registration (Espace Ste Catherine)
8:30 AM – 10:15 PMStrategic Planning (2019-2022) (Crescent)Presenters

Donna Bourne-Tyson, Dalhousie University Librarian and CARL President
Jonathan Bengtson, University of Victoria University Librarian and Chair of Strategic Planning
Keynote Address: Catherine Murray-Rust, Dean of Libraries, Georgia Tech

See
CARL Strategic Planning // Planification stratégique de l’ABRC
Synthesis of Strategic Plans Related to Research Libraries
Slides: Catherine Murray-Rust Keynote Address
Slides: Strategic Planning
10:15 AM – 10:45 AMBREAK (Lounge Bishop)
10:45 AM – 12:00 PMStrategic Planning (2019-2022) (Crescent)
12:00 PM – 1:00 PMLUNCH (Espace Ste Catherine)
1:00 PM – 1:45 PMAssessment (Statistics Program) (Crescent)Presenter:

Wayne Jones, University Librarian, Carleton University

Report and Recommendations on the Statistical Survey of Canadian Academic and Research Libraries
Slides: Statistics, No Damned Lies … But Some Inconsistencies
1:45 PM to 2:15 PMPolicy (Copyright and Litigation Debrief) (Crescent)Presenters:

Martha Whitehead, Queen’s University Librarian and Chair of CARL’s Policy Committee
Susan Haigh, CARL Executive Director
Mark Swartz, Copyright Manager at Queen’s and CARL Visiting Program Officer

Slides: Policy Matters
2:15 PM – 2:30 PMBREAK (Lounge Bishop)
2:30 PM – 4:15 PMCapacity (Core Competencies; Diversity) (Crescent)Presenters:

Vivian Lewis, McMaster University Librarian, and Chair of the Strengthening Capacity Committee.
Kathleen DeLong, University of Alberta Associate University Librarian, and Chair of CARL’s Core Competencies Working Group
Mark A. Puente, Director of Diversity and Leadership Programs, Association of Research Libraries
Gwen Bird, Simon Fraser University Librarian and member of CARL’s Strengthening Capacity Committee

See:
Slides: Contemporary Approaches to Leading the Liberated (Academic) Library
Report on Member Responses from the Session on Strengthening Indigenous Representation and Reconciliation
Results from Survey on Internship Programs to Increase Indigenous Representation in our Workforce
4:30 PM – 5:30 PMBoard Meeting (Drummond)

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2018 Librarians’ Research Institute
2018-06-18 00:00 - 2018-06-21 23:59 | Montreal, Quebec, Montreal, Quebec, Canada
Date: June 18 – 21, 2018
Location: Montreal, Quebec.
Peer Mentors:

Selinda Berg (Interim Associate University Librarian – University of Windsor, and 2018 LRI Program Co-Chair);
Tony Horava (Associate University Librarian, Collections – University of Ottawa, and 2018 LRI Program Co-Chair);
Cara Bradley (Research & Scholarship Librarian – University of Regina);
Karine Fournier (Head, Reference Services – University of Ottawa);
Sean Luyk (Digital Initiatives Projects Librarian – University of Alberta);
Michelle Lake (Associate Librarian, Government Publications, Political Science and First Peoples Studies – Concordia University).

Application Process
Call for Nominations: 2018 Librarians’ Research Institute Participants
We are now accepting nominations for participants for the 2018 Librarians’ Research Institute. These participants will attend a four-day Institute at Concordia University (June 18-21, 2018), which will be geared toward taking current research skills to the next level, building upon current research interests, and making connections with other researching academic librarians, from across Canada. Participants should possess the following:

Some experience in research beyond the MLIS degree, such as producing a conference presentation, an article, or a research grant.
A foundational knowledge of research methodologies and skills, such as proposal writing, literature reviews, developing research questions, using different research methodologies, analyzing data, assessing ethical issues, etc.
An eagerness and openness to develop one’s own skills, share ideas with others, provide feedback and support to others’ research endeavours.
An interest in taking the energy and enthusiasm for research gained at the institute back to their home institution.

The Institute will include activities such as plenary sessions; panel discussions with Peer Mentors; small group discussions; small group and individual activities; individual reflection and assessment; consultations with Peer Mentors, individual writing time; peer workshops; and final presentations of work completed during the Institute. Upon completion of the Institute, participants will leave with the following:

A positive outlook on the possibilities for research and a recognition of the habits of mind that enable good research practices.
A broader understanding of librarian research processes and an awareness of the research being undertaken by librarians at Canadian libraries.
Connections with other academic librarians working on scholarly research projects at libraries across Canada.

Please note that this is the first bilingual edition of the LRI. Although presentations will be in English, participants will be divided into breakout groups based on their primary language, one-on-one consultations with peer mentors will be offered in both languages, all LRI materials have been translated, and French-Speaking Peer Mentors will be available to translate questions and responses.
Nomination and Application Process
Registration is limited to 30 participants. Applications from all Canadian libraries are welcome, however, priority will be given to CARL member libraries.
Registrants / participants must submit a nomination package which will include the following:

a current CV;
a short description of why the participant wishes to attend;
a brief outline of the research project/research question the participant is exploring, and;
a letter of endorsement from the Library Dean/Director.

Nomination packages should be sent to the attention of Julie Morin (julie.morin@carl-abrc.ca), on or before March 30, 2018.
Participants will be announced and follow-up information about the Institute will be sent in the spring. Prior to attending the Institute, participants will be asked to submit a short overview of their research background, and their current research interests.
Fees
CARL members: $650
Non-members: $850
Fees include all workshop materials, breakfast, lunch, and breaks for the duration of the workshop. Travel, accommodation, and other expenses are the responsibility of the participant.
For more information, contact:
Julie Morin
Project Officer, CARL
julie.morin@carl-abrc.ca
613.482.9344 x 107

2018 Spring Member Meeting
2018-04-30 00:00 - 2018-05-01 23:59 | DoubleTree by Hilton Hotel and Conference Centre, 1975 Broad Street, Regina, Saskatchewan, S4P 1Y1, Canada
« All Events

2018 Spring Member Meeting

April 30, 2018
–
May 1, 2018

The Canadian Association of Research Libraries is pleased to invite member directors to the 2018 Spring Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

2018 Spring Member Meeting Agenda (PDF)

DoubleTree by Hilton Hotel and Conference Centre

1975 Broad Street

Regina,
Saskatchewan
S4P 1Y1
Canada

+ Google Map

Accommodation

Program Overview

Recent Meetings

Hotel Details
DoubleTree by Hilton Hotel and Conference Centre
1975 Broad Street
Regina, SK S4P 1Y1
A block of rooms has been reserved for April 29, 2018 – May 4, 2018 at a cost of $129 CAD/night. The special room rate will be available until April 7, 2018 or until the group block is sold-out, whichever comes first.
We suggest that you reserve as soon as possible to ensure that you can get a room. Booking link: http://doubletree.hilton.com/en/dt/groups/personalized/Y/YQRCCDT-LIB-20180429/index.jhtml?WT.mc_id=POG
For phone reservations, guests can reach the Reservations Department at 306-525-6767 and quote the booking code LIB. Also you can call 1-800-667-8162 and refer to the booking link SLA to book their rooms via the central reservations system.
Program Overview
Sunday, April 29, 2018 – Board Meeting (Board members only)
Monday, April 30, 2018 – CARL Committee Meetings, Annual General Meeting, CARL Reception & Dinner
Tuesday, May 1, 2018 – CARL Program Sessions; CFLA Reception
Wednesday, May 2, 2018- CFLA-FCAB National Forum
Thursday May 3 & Friday May 4, 2018 – SLA Conference
The Canadian Federation of Library Associations (CFLA) will be convening its first National Forum with the conference theme, Libraries! Convergence Under Living Skies, encouraging libraries of all types from across Canada to work together to identify commonalities, share experiences, build on success and plan together for our shared future. The Canadian Association of Research Libraries (CARL), in conjunction with CFLA-FCAB, encourage you to attend. Each director is welcome to invite any staff to attend this forum on May 2, 2018. The cost of registration is $225: https://saskla.wufoo.eu/forms/pxt6t6m0pc9zpu/
For more information: http://cfla-fcab.ca/en/meetings/national-forum-2018/
For those wishing to attend the Saskatchewan Library Association (SLA) Annual Conference, there is a discounted rate of $325 for the CFLA Forum & SLA Conference. Registration will be open soon. For more information: https://saskla.ca/programs/2018-conference

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
DoubleTree by Hilton Hotel and Conference Centre
1975 Broad Street
Regina, SK S4P 1Y1
A block of rooms has been reserved for April 29, 2018 – May 4, 2018 at a cost of $129 CAD/night. The special room rate will be available until April 7, 2018 or until the group block is sold-out, whichever comes first.
We suggest that you reserve as soon as possible to ensure that you can get a room. Booking link: http://doubletree.hilton.com/en/dt/groups/personalized/Y/YQRCCDT-LIB-20180429/index.jhtml?WT.mc_id=POG
For phone reservations, guests can reach the Reservations Department at 306-525-6767 and quote the booking code LIB. Also you can call 1-800-667-8162 and refer to the booking link SLA to book their rooms via the central reservations system.
Program Overview
Sunday, April 29, 2018 – Board Meeting (Board members only)
Monday, April 30, 2018 – CARL Committee Meetings, Annual General Meeting, CARL Reception & Dinner
Tuesday, May 1, 2018 – CARL Program Sessions; CFLA Reception
Wednesday, May 2, 2018- CFLA-FCAB National Forum
Thursday May 3 & Friday May 4, 2018 – SLA Conference
The Canadian Federation of Library Associations (CFLA) will be convening its first National Forum with the conference theme, Libraries! Convergence Under Living Skies, encouraging libraries of all types from across Canada to work together to identify commonalities, share experiences, build on success and plan together for our shared future. The Canadian Association of Research Libraries (CARL), in conjunction with CFLA-FCAB, encourage you to attend. Each director is welcome to invite any staff to attend this forum on May 2, 2018. The cost of registration is $225: https://saskla.wufoo.eu/forms/pxt6t6m0pc9zpu/
For more information: http://cfla-fcab.ca/en/meetings/national-forum-2018/
For those wishing to attend the Saskatchewan Library Association (SLA) Annual Conference, there is a discounted rate of $325 for the CFLA Forum & SLA Conference. Registration will be open soon. For more information: https://saskla.ca/programs/2018-conference

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

@Risk North
2017-11-10 08:00 - 16:00 | Library & Archives Canada, 395 Wellington Street, Ottawa, Ontario, K1A 0N4, Canada
@Risk North (Collections en péril)
Leveraging shared resources & expertise to preserve print research collections
Date: November 10, 2017
Time: 8:30 a.m. – 4:00 p.m.
Library & Archives Canada
395 Wellington Street, Ottawa, Ontario K1A 0N4
There will be presentations in both French and English. Simultaneous translation will be provided.
Registration: $125 (waived for presenters and CARL or CRL library directors — or their designate)
As libraries witness increasing demand for online resources and dwindling circulation of print holdings, and at the same time confront budget and space pressures, it can be challenging to remain committed to sustaining academic libraries’ print collections. Cooperative approaches to acquiring, storing, and managing the reduction of print collections are gaining traction as libraries seek to share the expense and responsibility with others. With the creation of such programs come new questions: What are libraries’ responsibilities towards safeguarding our domestic imprint, and towards the global research content we have been collecting for decades? What is a reasonable framework for defining how many and which copies are retained? What shared print models are proving most effective?
@Risk North, inspired by the Center for Research Libraries’ 2016 original @Risk meeting held in Chicago in April 2016, will give attendees an opportunity to discuss at a strategic level the state of shared print preservation programs in Canada and beyond, in a setting that is meant to push these conversations forward and identify clear next steps. Speakers will describe and assess notable shared repositories in the US and elsewhere, the status of existing Canadian shared repository initiatives, and the possibilities emerging for a robust and rational shared print infrastructure in Canada.
We welcome attendees from both CARL and non-CARL institutions for this event, which is intended for library directors as well as those with responsibility for print collections in their institutions.
Organizing Committee / Comité organisateur :
Gwen Bird (Simon Fraser University)
Lise Brin and Susan Haigh (CARL)
Monica Fuijkschot and Alison Bullock (Library & Archives Canada)
Steve Marks and Caitlin Tillman (University of Toronto)
Bernard F. Reilly (Center for Research Libraries)

> Agenda

8:30 – 9:00 a.m.
Coffee
9:00 – 9:15 a.m.
Welcoming remarks

Donna Bourne-Tyson, University Librarian, Dalhousie University and CARL President
Guy Berthiaume, Librarian and Archivist of Canada, Library and Archives Canada

9:15 – 10:15 a.m.
Keynote – ‘Approaching the Long-Term Preservation of Print Documentation: A Current Overview of International Models, Challenges and Opportunities’

Constance Malpas, Research Scientist, OCLC

10:15 – 10:45 a.m.
Networking/health break – coffee and refreshments
10:45 – 11:15 a.m.
Presentation — ‘@Risk and National Coordinated Efforts in Print Preservation in the United States’

Bernard F. Reilly, President, Center for Research Libraries

11:15 – 12:00 p.m.
National Heritage Collections: Perspectives on Mandated Collecting

Monica Fuijkschot (LAC)
Maureen Clapperton (BAnQ)

12:00 – 12:30 p.m.
Table discussions on models presented thus far
12:30 – 1:30 p.m.
Lunch (provided)
1:30 – 2:30 p.m.
Panel: ‘Current Canadian Initiatives in Collective Print Preservation’

Scott Gillies, TUG Libraries
Doug Brigham, COPPUL Shared Print Archive Network (SPAN) Coordinator
Caitlin Tillman & Steve Marks, Keep@Downsview
Alan Darnell, OCUL/Scholars Portal (Scholars Portal Books)

2:30 – 3:20 p.m.
Recap of issues and questions raised and group discussion.
Participants will be asked to reflect on a number of questions, and identify priorities and strategies towards next steps.
Coffee and refreshments available during discussion

Moderator: Gwen Bird (University Librarian / Dean of Libraries, Simon Fraser University)

3:20 -3:45 p.m.
Group reporting and discussion of next-steps

Moderator: Gwen Bird

3:45 – 4:00 p.m.
Wrap-up and closing remarks

Donna Bourne-Tyson

> Accommodation

Venue:
November 10, 2017 (8:30 a.m. – 4:00 p.m.)
Library & Archives Canada
395 Wellington Street, Ottawa, Ontario K1A 0N4
Accommodation Recommendations:

Delta Hotels Ottawa City Centre
101 Lyon Street North Ottawa K1R 5T9
Albert at Bay Suite Hotel
435 Albert Street, Ottawa, Ontario K1R 7X4
Radisson Hotel Ottawa Parliament Hill
402 Queen St, Ottawa, Ontario K1R 5A7
Alt Hotel Ottawa
185 Slater St, Ottawa, Ontario K1P 0E8
Ottawa Marriott Hotel
100 Kent Street Ottawa K1P 5R7
Sheraton Ottawa Hotel
150 Albert Street, Ottawa, ON, K1P 5G2

> Summary Report

A summary report of this event is now available:
EN: Summary Report: @Risk North (Collections en péril) (PDF)
FR: Rapport sommaire : @Risk North (Collections en péril) (PDF)

> Recordings and Presentation Slides

Slides for all presentations are available below. Recordings (audio with slides) will be posted once they are available.
Constance Malpas — Approaching the Long-Term Preservation of Print Documentation: A Current Overview of International Models, Challenges and Opportunities

Slides (PDF)
Recording (mp4) – Please note that the first three minutes of the presentation are in French while the rest is in English.

Bernard F. Reilly — @Risk and National Coordinated Efforts in Print Preservation in the United States
Monica Fuijkschot — State of the Ark: LAC initiatives supporting print preservation
Maureen Clapperton — National heritage collections: the case of BAnQ
Scott Gillies — TUG Libraries Last Copy: Collections, Joint Storage & Preservation
Doug Brigham — COPPUL Shared Print Archive (SPAN)
Caitlin Tillman & Steve Marks — Keep@Downsview: Western, McMaster, Toronto, Queen’s, uOttawa
Alan Darnell — eBooks Preservation at Scholars Portal

2017 Fall Member Meeting
2017-11-07 00:00 - 2017-11-09 23:59 | Ottawa Marriott Hotel, 100 Kent Street, Ottawa, Ontario, K1P 5R7, Canada
« All Events

2017 Fall Member Meeting

November 7, 2017
–
November 9, 2017

The Canadian Association of Research Libraries is pleased to invite member directors to the 2017 Fall Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

Ottawa Marriott Hotel

100 Kent Street

Ottawa,
Ontario
K1P 5R7
Canada

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Accommodation

Program Schedule

Session Slides and Speaking Notes

Guest Speakers

Recent Meetings

Hotel Details
Ottawa Marriott Hotel100 Kent Street,Ottawa, ON K1P 5R7Website
Booking link for group: https://aws.passkey.com/e/49107119
Group: Canadian Association of Research Libraries
Rate: $225.00 plus taxes (single or double occupancy)
GUESTROOMS are block-booked for our group from Monday November 6 to Friday November 10. PLEASE BOOK BEFORE OCTOBER 6, 2017. Any reservations made after this date will be based on availability.
Program Schedule

Tuesday Nov. 7

8:00 AM – 9:00 AM
Breakfast (Albion Salon – Lower Level)

9:00 AM – 5:00 PM
Board Meeting (Albion Salon – Lower Level)

6:00 PM – 8:00 PM
President’s Reception (Sussex Salon – 27th Floor)

Wednesday Nov. 8

7:30 AM – 8:30 AM
Breakfast & Registration (Sussex Salon – 27th Floor)

8:30 AM – 10:30 AM

Policy Committee Meeting (Rideau Salon)

8:30 AM – 10:30 AM
Strengthening Capacity Committee Meeting (York Salon)

10:30 AM – 10:45 AM
Break

10:45 AM – 12:45 PM
Advancing Research Committee Meeting (Rideau Salon)

10:45 AM – 12:45 PM
Assessment Committee Meeting (York Salon)

12:45 PM – 1:45 PM
Lunch (Sussex Salon – 27th Floor)

1:45 PM – 2:45 PM

LCDRI, and Research Data / Portage Session (Laurier Salon)
Session Chair: Donna Bourne-TysonSpeakers: Robbin Tourangeau, LCDRI Executive Director; Jeffrey Moon, Portage Director; Pam Bjornson, Consultant, Management by Design.This session will feature a high-level introduction to the research data management landscape in Canada, followed by an update on Portage, a summary of key findings and recommendations from the Portage evaluation, and a Q&A period.

2:45 PM – 3:00 PM
Break

3:00 PM – 4:00 PM
Copyright Update and Advocacy Session (Laurier Salon)This session is designed to prepare participants who are taking part in the November 9th Half-Day on the Hill. A representative of the CARL Policy Committee will give a brief update on the Copyright Act Review and any other relevant copyright news, while Don Moors and Josh Matthewman of Temple Scott Associates (TSA) will share tips for making the most of your meetings with MPs and policy makers and ensuring the experience is stress-free and fun.

4:00 PM – 5:00 PM
Fall General Meeting (Laurier Salon)

6:30 PM – 10:00 PM
CARL Reception and Dinner (Salt, 345 Preston St, Ottawa, ON K1S 1V6)

Thursday Nov. 9

7:30 AM – 8:30 AM
Breakfast & Registration (Laurier Salon)

9:00 AM – 9:30 AM
Half-Day on the Hill (Meetings on Parliament Hill)

10:00 AM – 10:30 AM
Speaker at Ottawa Marriot: David Lametti (Laurier Salon)

11:00 AM – 2:00 PM
Half-Day on the Hill (Meetings on Parliament Hill) / Lunch

2:00 PM – 3:00 PM
Strengthening Indigenous Representation and Reconciliation; and Core Competencies Session (Laurier Salon)Facilitated by Susan Cleyle and Kathleen DeLong.Following a brief update from the Core Competencies Working Group, this session on TRC recommendations will feature an open discussion on what is being done at the institutional level and table discussions on what CARL could do at the national level.

3:00 PM – 3:15 PM
Break

3:15 PM – 4:45 PM
‘Coalition–publi.ca’ / SPARC Open Education Leadership Program (Laurier Salon)The first part of this session will focus on the involvement of stakeholders such as CARL in the emerging Coalition publi-ca governance structure. Speakers: Tanja Niemann, Executive Director of Érudit, and Brian Owen, Managing Director for PKP and Associate University Librarian for Processing and Systems at SFU Library.In the second part of this session, Joy Kirchner and Nicole Allen, Director of Open Education at SPARC (joining us via Skype), will give an introduction to the new SPARC Open Education Leadership Program, and engage CARL members in a discussion of related efforts that CARL could undertake in order to improve the capacity for OER support within CARL libraries.

4:45 PM – 5:30 PM
Board meeting (Albion Salon – Lower Level)

Session Slides and Speaking Notes
Keynote Speech Transcript – David Lametti
LCDRI – Robbin Tourangeau
Portage Formative Assessment – Pam Bjornson
Portage Progress Report – Jeff Moon
Coalition-Publi.ca – Tanja Niemann and Brian Owen
SPARC Open Education Leadership Program – Nicole Allen, Hope Power, Stephanie Quail

Nicole AllenNicole Allen is the Director of Open Education for SPARC. In this role she leads SPARC’s work to advance openness in education, with a dual focus on public policy and engaging the library community to advance this issue on campus. Nicole is an internationally recognized expert and leading voice in the movement for Open Education. Drawing on her perspective as both a Millennial and as a professional with more than a decade of experience in this field, she has been widely cited in the media and has given hundreds of talks and trainings in more than a dozen countries on open education, open policy, and grassroots advocacy.

Pam Bjornson, Consultant, Management by DesignPam Bjornson established Management by Design in 2017, to provide consulting and facilitation in the areas of change management, program assessment and innovative solutions. Prior to this Pam was employed for 15 years at the National Research Council of Canada (NRC), most recently as Vice President (Acting) of Business and Professional Services and as Executive Vice President. Responsibilities included Knowledge Management, Communications, Business Services, Program and Project Services, and Government and International Relations.

David LamettiDavid Lametti became Parliamentary Secretary to the Minister of Innovation, Science and Economic Development in January 2017. Mr. Lametti was a Full Professor in the Faculty of Law at McGill University specializing in property, intellectual property as well as private and comparative law. He was also a member of McGill University’s Quebec Research Centre of Private and Comparative Law and a co-founder and member of the McGill Centre for Intellectual Property Policy. He served as the Associate Dean (Academic) of the Faculty of Law, McGill University, from 2008 to 2011. Multilingual, Mr. Lametti has taught at the university level in French, English and Italian.

Joshua MatthewmanJoshua Matthewman is a Senior Consultant with TSA’s strategic government relations team in Ottawa. He provides government relations counsel, legislative monitoring, and event management services to a diverse set of clients.Prior to joining TSA, Joshua worked as a Policy Analyst for the Conference of Defence Associations Institute. A strong background in research and advocacy enables Joshua to approach his clients’ goals with a clear understanding of how public-sector engagement on policy issues can lead to legislative and regulatory changes. Joshua has been active with several Liberal Party and municipal political campaigns, in roles from policy correspondence to communications.

Jeffrey Moon, Portage DirectorJeffrey Moon succeeded Chuck Humphrey as Portage Director after thirty years of service at Queen’s University Library. As Data Librarian and Academic Director of the Queen’s Research Data Centre, Jeffrey focused on the development of RDM services in partnership with stakeholders across the library and the university. For the past two years, Jeffrey has chaired the Portage Data Management Planning Expert Group, which developed and launched the successful DMP Assistant tool and related Portage Data Stewardship Template. He currently serves on the Canadian Research Data Centre Network (CRDCN) Academic Council, and on the Data Liberation Initiative (DLI) External Advisory Committee.

Don MoorsDon Moors leads the TSA’s Ottawa office and government relations practice. With more than fifteen years experience as a senior government relations practitioner, Don provides TSA’s clients with an in-depth understanding of the Government of Canada, its policy and legislative procedures, and how to influence them. Educated as a lawyer, Don combines policy depth with legal training and political experience to help clients work through complex regulatory and policy issues.Prior to practicing government relations Don worked as a Senior Aide to the Secretary of State for Finance. Don holds a Bachelor of Laws Degree from Queen’s University as well as a Masters of Arts in Economics.

Tanja NiemannTanja Niemann is Executive Director of the Érudit Consortium. Tanja holds a communication degree from the University of Leipzig in Germany, where she specialized in Book Studies and Publishing. With more than 10 years of experience in academic publishing and research dissemination, she has supported many journals in their transition to digital publishing and Open Access. She developed essential strategic partnerships for Érudit and the publishers represented in order to increase visibility of Canadian research outputs worldwide.

Brian OwenBrian Owen is the Associate Dean of Libraries and Special Collections at the Simon Fraser University Library in Burnaby, British Columbia. He is also the Managing Director for the Public Knowledge Project (PKP) which is responsible for the development and support of Open Journal Systems (OJS) an open source software publishing platform actively used by almost 10,000 scholarly journals in 2016. He is an Associate with SFU’s Canadian Institute for Studies in Publishing and SFU’s Master of Publishing Program.

Hope PowerHope Power is the Teaching & Learning Librarian at Simon Fraser University. In this role, she coordinates library support for open education initiatives on campus including the SFU Open Educational Resources (OER) grant program jointly administered by the Library and Teaching & Learning Centre. She is a member of the BC Open Education Librarians (BCOEL) steering committee as well as a pilot fellow in SPARC’s Open Education Leadership Program for librarians.

Robbin TourangeauRobbin is the Founding Executive Director of the Leadership Council for Digital Research Infrastructure. She has worked in the field of public policy and advocacy for the last 20 years, providing strategic advice and leading the development of a number of important initiatives and programmes both inside and outside government. Prior to joining the Council, Robbin was the Senior Director of Strategic Initiatives at the Council of Ontario Universities (COU). She has also held executive positions within the federal government and at Imagine Canada, and served as a senior policy advisor in the Office of the Right Honourable Jean Chretien. In her spare time, Robbin is a board member of Children’s Mental Health Ontario and the Youth Services Bureau of Ottawa.

Stephanie QuailStephanie Quail is a Business Librarian at York University. During her time at York, she has focused on making library resources and services more discoverable for students and faculty. Some of her work in this area includes developing the Business Research at York Toolkit, an online learning support that scaffolds students through the business research process. She is currently completing the SPARC Open Education Leadership Fellow program and hopes to play a leadership role in developing an institutional vision for open educational resources at York.

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
Ottawa Marriott Hotel100 Kent Street,Ottawa, ON K1P 5R7Website
Booking link for group: https://aws.passkey.com/e/49107119
Group: Canadian Association of Research Libraries
Rate: $225.00 plus taxes (single or double occupancy)
GUESTROOMS are block-booked for our group from Monday November 6 to Friday November 10. PLEASE BOOK BEFORE OCTOBER 6, 2017. Any reservations made after this date will be based on availability.
Program Schedule

Tuesday Nov. 7

8:00 AM – 9:00 AM
Breakfast (Albion Salon – Lower Level)

9:00 AM – 5:00 PM
Board Meeting (Albion Salon – Lower Level)

6:00 PM – 8:00 PM
President’s Reception (Sussex Salon – 27th Floor)

Wednesday Nov. 8

7:30 AM – 8:30 AM
Breakfast & Registration (Sussex Salon – 27th Floor)

8:30 AM – 10:30 AM

Policy Committee Meeting (Rideau Salon)

8:30 AM – 10:30 AM
Strengthening Capacity Committee Meeting (York Salon)

10:30 AM – 10:45 AM
Break

10:45 AM – 12:45 PM
Advancing Research Committee Meeting (Rideau Salon)

10:45 AM – 12:45 PM
Assessment Committee Meeting (York Salon)

12:45 PM – 1:45 PM
Lunch (Sussex Salon – 27th Floor)

1:45 PM – 2:45 PM

LCDRI, and Research Data / Portage Session (Laurier Salon)
Session Chair: Donna Bourne-TysonSpeakers: Robbin Tourangeau, LCDRI Executive Director; Jeffrey Moon, Portage Director; Pam Bjornson, Consultant, Management by Design.This session will feature a high-level introduction to the research data management landscape in Canada, followed by an update on Portage, a summary of key findings and recommendations from the Portage evaluation, and a Q&A period.

2:45 PM – 3:00 PM
Break

3:00 PM – 4:00 PM
Copyright Update and Advocacy Session (Laurier Salon)This session is designed to prepare participants who are taking part in the November 9th Half-Day on the Hill. A representative of the CARL Policy Committee will give a brief update on the Copyright Act Review and any other relevant copyright news, while Don Moors and Josh Matthewman of Temple Scott Associates (TSA) will share tips for making the most of your meetings with MPs and policy makers and ensuring the experience is stress-free and fun.

4:00 PM – 5:00 PM
Fall General Meeting (Laurier Salon)

6:30 PM – 10:00 PM
CARL Reception and Dinner (Salt, 345 Preston St, Ottawa, ON K1S 1V6)

Thursday Nov. 9

7:30 AM – 8:30 AM
Breakfast & Registration (Laurier Salon)

9:00 AM – 9:30 AM
Half-Day on the Hill (Meetings on Parliament Hill)

10:00 AM – 10:30 AM
Speaker at Ottawa Marriot: David Lametti (Laurier Salon)

11:00 AM – 2:00 PM
Half-Day on the Hill (Meetings on Parliament Hill) / Lunch

2:00 PM – 3:00 PM
Strengthening Indigenous Representation and Reconciliation; and Core Competencies Session (Laurier Salon)Facilitated by Susan Cleyle and Kathleen DeLong.Following a brief update from the Core Competencies Working Group, this session on TRC recommendations will feature an open discussion on what is being done at the institutional level and table discussions on what CARL could do at the national level.

3:00 PM – 3:15 PM
Break

3:15 PM – 4:45 PM
‘Coalition–publi.ca’ / SPARC Open Education Leadership Program (Laurier Salon)The first part of this session will focus on the involvement of stakeholders such as CARL in the emerging Coalition publi-ca governance structure. Speakers: Tanja Niemann, Executive Director of Érudit, and Brian Owen, Managing Director for PKP and Associate University Librarian for Processing and Systems at SFU Library.In the second part of this session, Joy Kirchner and Nicole Allen, Director of Open Education at SPARC (joining us via Skype), will give an introduction to the new SPARC Open Education Leadership Program, and engage CARL members in a discussion of related efforts that CARL could undertake in order to improve the capacity for OER support within CARL libraries.

4:45 PM – 5:30 PM
Board meeting (Albion Salon – Lower Level)

Session Slides and Speaking Notes
Keynote Speech Transcript – David Lametti
LCDRI – Robbin Tourangeau
Portage Formative Assessment – Pam Bjornson
Portage Progress Report – Jeff Moon
Coalition-Publi.ca – Tanja Niemann and Brian Owen
SPARC Open Education Leadership Program – Nicole Allen, Hope Power, Stephanie Quail

Nicole AllenNicole Allen is the Director of Open Education for SPARC. In this role she leads SPARC’s work to advance openness in education, with a dual focus on public policy and engaging the library community to advance this issue on campus. Nicole is an internationally recognized expert and leading voice in the movement for Open Education. Drawing on her perspective as both a Millennial and as a professional with more than a decade of experience in this field, she has been widely cited in the media and has given hundreds of talks and trainings in more than a dozen countries on open education, open policy, and grassroots advocacy.

Pam Bjornson, Consultant, Management by DesignPam Bjornson established Management by Design in 2017, to provide consulting and facilitation in the areas of change management, program assessment and innovative solutions. Prior to this Pam was employed for 15 years at the National Research Council of Canada (NRC), most recently as Vice President (Acting) of Business and Professional Services and as Executive Vice President. Responsibilities included Knowledge Management, Communications, Business Services, Program and Project Services, and Government and International Relations.

David LamettiDavid Lametti became Parliamentary Secretary to the Minister of Innovation, Science and Economic Development in January 2017. Mr. Lametti was a Full Professor in the Faculty of Law at McGill University specializing in property, intellectual property as well as private and comparative law. He was also a member of McGill University’s Quebec Research Centre of Private and Comparative Law and a co-founder and member of the McGill Centre for Intellectual Property Policy. He served as the Associate Dean (Academic) of the Faculty of Law, McGill University, from 2008 to 2011. Multilingual, Mr. Lametti has taught at the university level in French, English and Italian.

Joshua MatthewmanJoshua Matthewman is a Senior Consultant with TSA’s strategic government relations team in Ottawa. He provides government relations counsel, legislative monitoring, and event management services to a diverse set of clients.Prior to joining TSA, Joshua worked as a Policy Analyst for the Conference of Defence Associations Institute. A strong background in research and advocacy enables Joshua to approach his clients’ goals with a clear understanding of how public-sector engagement on policy issues can lead to legislative and regulatory changes. Joshua has been active with several Liberal Party and municipal political campaigns, in roles from policy correspondence to communications.

Jeffrey Moon, Portage DirectorJeffrey Moon succeeded Chuck Humphrey as Portage Director after thirty years of service at Queen’s University Library. As Data Librarian and Academic Director of the Queen’s Research Data Centre, Jeffrey focused on the development of RDM services in partnership with stakeholders across the library and the university. For the past two years, Jeffrey has chaired the Portage Data Management Planning Expert Group, which developed and launched the successful DMP Assistant tool and related Portage Data Stewardship Template. He currently serves on the Canadian Research Data Centre Network (CRDCN) Academic Council, and on the Data Liberation Initiative (DLI) External Advisory Committee.

Don MoorsDon Moors leads the TSA’s Ottawa office and government relations practice. With more than fifteen years experience as a senior government relations practitioner, Don provides TSA’s clients with an in-depth understanding of the Government of Canada, its policy and legislative procedures, and how to influence them. Educated as a lawyer, Don combines policy depth with legal training and political experience to help clients work through complex regulatory and policy issues.Prior to practicing government relations Don worked as a Senior Aide to the Secretary of State for Finance. Don holds a Bachelor of Laws Degree from Queen’s University as well as a Masters of Arts in Economics.

Tanja NiemannTanja Niemann is Executive Director of the Érudit Consortium. Tanja holds a communication degree from the University of Leipzig in Germany, where she specialized in Book Studies and Publishing. With more than 10 years of experience in academic publishing and research dissemination, she has supported many journals in their transition to digital publishing and Open Access. She developed essential strategic partnerships for Érudit and the publishers represented in order to increase visibility of Canadian research outputs worldwide.

Brian OwenBrian Owen is the Associate Dean of Libraries and Special Collections at the Simon Fraser University Library in Burnaby, British Columbia. He is also the Managing Director for the Public Knowledge Project (PKP) which is responsible for the development and support of Open Journal Systems (OJS) an open source software publishing platform actively used by almost 10,000 scholarly journals in 2016. He is an Associate with SFU’s Canadian Institute for Studies in Publishing and SFU’s Master of Publishing Program.

Hope PowerHope Power is the Teaching & Learning Librarian at Simon Fraser University. In this role, she coordinates library support for open education initiatives on campus including the SFU Open Educational Resources (OER) grant program jointly administered by the Library and Teaching & Learning Centre. She is a member of the BC Open Education Librarians (BCOEL) steering committee as well as a pilot fellow in SPARC’s Open Education Leadership Program for librarians.

Robbin TourangeauRobbin is the Founding Executive Director of the Leadership Council for Digital Research Infrastructure. She has worked in the field of public policy and advocacy for the last 20 years, providing strategic advice and leading the development of a number of important initiatives and programmes both inside and outside government. Prior to joining the Council, Robbin was the Senior Director of Strategic Initiatives at the Council of Ontario Universities (COU). She has also held executive positions within the federal government and at Imagine Canada, and served as a senior policy advisor in the Office of the Right Honourable Jean Chretien. In her spare time, Robbin is a board member of Children’s Mental Health Ontario and the Youth Services Bureau of Ottawa.

Stephanie QuailStephanie Quail is a Business Librarian at York University. During her time at York, she has focused on making library resources and services more discoverable for students and faculty. Some of her work in this area includes developing the Business Research at York Toolkit, an online learning support that scaffolds students through the business research process. She is currently completing the SPARC Open Education Leadership Fellow program and hopes to play a leadership role in developing an institutional vision for open educational resources at York.

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2017 Canadian Library Assessment Workshop
2017-10-26 00:00 - 2017-10-27 23:59 | Victoria, British Columbia, Canada
Date: October 26 – 27, 2017
Location: Victoria, British Columbia
The Canadian Association of Research Libraries (CARL) is committed to supporting and developing outcomes-based measures to assist libraries in moving beyond inputs and outputs in order to better demonstrate library impact on research, teaching and learning. Through the delivery of assessment-related programming, information sharing, and support for relevant research, CARL supports members as they use outcomes-based evidence to establish the research library’s return on investment or other measures of its value.
It is with this strategic initiative in mind that CARL and the University of Victoria Libraries invite you to participate in the Canadian Library Assessment Workshop (CLAW) which will take place in Victoria on October 26 & 27, 2017. This event will be of interest to all academic and research libraries engaged in assessment. The program will be comprised of workshop style sessions with topics such as:

Qualitative assessment techniques
Metrics for institutional repositories
Organizational assessment
Making use of institutional assessment

Participants will leave the workshop with tangible and practical ideas to take back to their libraries. Registration is limited.

> CLAW Program Committee

Sharon Murphy (Co-Chair), Associate University Librarian, University of Alberta
Ruby Warren (Co-Chair), User Experience Librarian, University of Manitoba
Kathryn Ball, Director, Assessment & Accountability, McMaster University
Shailoo Bedi, Director, Academic Commons & Strategic Assessment, University of Victoria
Robin Bergart, User Experience Librarian, University of Guelph
Jeremy Buhler, Assessment Librarian, University of British Columbia
Shahira Khair, Program & Training Officer, Canadian Association of Research Libraries
Katherine McColgan, Manager, Administration & Programs, Canadian Association of Research Libraries
Dana Thomas, Evaluation and Assessment Librarian, Ryerson University
Consultant: Mary-Jo Romaniuk, University Librarian, University of Manitoba

> At A Glance

Wednesday, October 25

9:00 – 10:30
Multiple Choice: An Evaluation of Mixed Methods
Approaches to Library Assessment

10:30am–10:45
Break

10:45 – 12:00
Multiple Choice (continues)

12:00 – 13:00
Lunch

13:00 – 14:30
Multiple Choice (continues)

14:30 – 14:45
Break

14:45 – 16:00
Multiple Choice (continues)

Wednesday, October 26

8:00 – 9:00
Breakfast

9:00 – 9:10
Welcome Remarks

9:10 – 10:30
Keynote Address:
Assessment and the Corporate Academic Library:
Negotiating a Path Between Compliance and Critical
Engagement

10:30 – 11:00
Break

11:00 – 12:30
Beyond Numbers: Powerful Assessment Strategies in a
Library Learning CommonsStatistics Demystified: Understanding When and Why to
Use Statistics in Assessment Work

12:30 – 13:30
Lunch

13:30 – 15:00
Poster Session and Lightning Talks

15:00 – 16:30
Using Service Blueprinting as a Tool for Service
Assessment

15:00 – 16:00
No Brainer? Avoiding Evidence-Based Error Making in
e-Resources Assessment

16:30 – 17:30
Tour of University of Victoria Libraries (optional)

17:30 – 19:00
Reception

Wednesday, October 27

8:00 – 9:00
Breakfast

9:00 – 10:30
Analyze This! Coding Qualitative Data
Purposeful Data Visualization With Tableau

10:30 – 11:00
Break

11:00 – 12:30
Purposeful Data Visualization With Tableau (continues)
Analyze This! Coding Qualitative Data (continues)

12:30 – 13:30
Lunch

13:30 – 15:00
Lunch

13:30 – 15:00
Poster Session and Lightning Talks

15:00 – 16:30
Observe, Reflect, Learn! Developing a Peer Teaching
Observation Program in your LibraryTracking Academic Library Geospatial Interactions With
Patrons and the Public and Their Subsequent Publications

15:00 – 16:00
No Brainer? Avoiding Evidence-Based Error Making in
e-Resources Assessment

15:00 – 15:30
Break

15:30 – 17:00
Using Design Thinking to Assess Space
Collection Development in the Digital Age

17:00 – 17:30
Closing Remarks

> Full Programme

Wednesday, October 25

9:00 – 10:30

Multiple Choice: An Evaluation of Mixed Methods
Approaches to Library Assessment
Join workshop facilitator Dr. Colleen Cook (Dean of Libraries,
McGill University) for a full-day workshop on how to evaluate
and implement mixed methods techniques in library assessment
projects. Using the investigation of library social media presence
as a model research topic, workshop participants will devise
research questions and examine the methods, tools and data
required to conduct their investigation using a mixed methods
approach. The workshop will provide a theoretical introduction
to mixed methods research, practical instruction on the use of
key assessment methods and a critical examination of their
application.
Colleen Cook – McGill University
Haro, Cadboro Commons

10:30am–10:45
Break

10:45 – 12:00
Multiple Choice (continues)
Haro, Cadboro Commons

12:00 – 13:00
Lunch

13:00 – 14:30
Multiple Choice (continues)
Haro, Cadboro Commons

14:30 – 14:45
Break

14:45 – 16:00
Multiple Choice (continues)
Haro, Cadboro Commons

Wednesday, October 26

8:00 – 9:00
Breakfast
Arbutus/Queenswood, Cadboro Commons

9:00 – 9:10
Welcome Remarks
Arbutus/Queenswood, Cadboro Commons

9:10 – 10:30
Keynote Address:
Assessment and the Corporate Academic Library:
Negotiating a Path Between Compliance and Critical
Engagement
We find ourselves at an important, and conflicted moment in
academic libraries, “stuck” between an ethos of compliance—a
need to demonstrate our value to stakeholders through
processes of accountability and audit—and one of critical
engagement—a desire to situate such practices within broader
socio-political and economic contexts as a means to critique,
destabilize, and change them. It is no accident that these two
contradictory ethos co-exist—one gives rise to the other
(Drabinski, 2017). The issue that remains however, is how to
negotiate a path between them. Some of the questions I’d like
us to grapple with during this interactive keynote include: What
logics underlie the focus on assessment and user experience?
To what extent does our current focus on measuring inputs,
outputs, and outcomes and creating memorable user
experiences normalize corporate values in higher education?
How might we engage critically with these practices to better
align them with our professional values and the academic
mission of the university?
Biography: Karen Nicholson is Manager, Information Literacy,
at the University of Guelph, a faculty member with the ACRL’s
Information Literacy Immersion programs, and a Ph.D.
Candidate (LIS) at Western. Her research focuses on
information literacy, neoliberalism, and higher education, and
she is co-editor (with Maura Seale) of The Politics of Theory in
the Practice of Critical Librarianship (Library Juice Press,
forthcoming). https://works.bepress.com/karen_nicholson
Karen Nicholson – University of Guelph
Arbutus/Queenswood, Cadboro Commons

10:30 – 11:00
Break

11:00 – 12:30
Beyond Numbers: Powerful Assessment Strategies in a
Library Learning Commons
Using examples from UBC’s library-based Learning Commons,
this workshop focuses on assessment of front line services and
learning support programs, and on organizing and
communicating data. Participants will develop a framework for
assessing their own learning support programs and learn how
the model could apply to other library activities.Jeremiah Carag, Julie Mitchell, Nick Thornton – University of British ColumbiaArbutus/Queenswood, Cadboro CommonsStatistics Demystified: Understanding When and Why to
Use Statistics in Assessment Work
Statistics can be essential to appropriately describe and
interpret data, but it’s not always easy to know when and how to
use them. This workshop is an opportunity to discuss and learn
when and why statistics should be used and what statistics can
tell you.
Lise Doucette – Western University
Arbutus/Queenswood, Cadboro Commons

12:30 – 13:30
Lunch
Arbutus/Queenswood, Cadboro Commons

13:30 – 15:00
Poster Session and Lightning Talks
See Appendix A for complete list
Arbutus/Queenswood, Cadboro Commons

15:00 – 16:30
Using Service Blueprinting as a Tool for Service
Assessment
Service Design is a way to understand, develop, and assess
services from a user perspective. This workshop will provide a
hands-on introduction to the service blueprinting framework, a
tool used to identify service gaps and pain points in order to
improve services by addressing the root issues.
Kyla Everall, Lisa Gayhart – University of Toronto
Arbutus/Queenswood, Cadboro Commons

15:00 – 16:00
No Brainer? Avoiding Evidence-Based Error Making in
e-Resources Assessment
Things are not always what they seem! Walking participants
through various indicators of value used to assess electronic
resources, this workshop emphasizes some notable limitations
of these sources and suggests best practices for ensuring
accurate interpretation of quantitative and qualitative indicators.
Klara Maidenberg – University of Toronto
Dana Thomas – Ryerson University
Haro, Cadboro Commons

16:30 – 17:30
Tour of University of Victoria Libraries (optional)

17:30 – 19:00
Reception
Sponsored by The University of Victoria Libraries
University Club

Wednesday, October 27

8:00 – 9:00
Breakfast
Arbutus/Queenswood, Cadboro Commons

9:00 – 10:30
Analyze This! Coding Qualitative Data
Are you drowning with heaps and heaps of qualitative data? Are
you suffering from paralysis of analysis? Determining where to
begin when coding qualitative data can be a daunting task. This
workshop will provide hands-on experience with coding various
forms of qualitative data including transcription texts,
photographic images, and other visual artifacts.
Shailoo Bedi – University of Victoria
Ruby Warren – University of Manitoba
Arbutus/Queenswood, Cadboro Commons
Purposeful Data Visualization With Tableau
This workshop will provide a practical introduction to creating
visualizations with Tableau. Using standard library data sets
participants will learn to create interactive visualizations and
dashboards while considering the importance of purposeful
communication of data.
**Participants must bring their own laptops with Tableau Public
installed (free from https://public.tableau.com/s/download).
Jeremy Buhler – University of British Columbia
Ebony Magnus – Southern Alberta Institute of Technology
Haro, Cadboro Commons

10:30 – 11:00
Break

11:00 – 12:30
Purposeful Data Visualization With Tableau (continues)
Arbutus/Queenswood, Cadboro Commons
Analyze This! Coding Qualitative Data (continues)
Haro, Cadboro Commons
Arbutus/Queenswood, Cadboro Commons

12:30 – 13:30
Lunch
Arbutus/Queenswood, Cadboro Commons

13:30 – 15:00
Observe, Reflect, Learn! Developing a Peer Teaching
Observation Program in your Library
This workshop is ideal for those who want to develop or
reinvigorate peer teaching observation programs. Participants
will learn to develop procedures for peer teaching observations,
to create a rubric that identifies the qualities of excellent
teaching, and to assess the efficacy of a peer teaching
observation program.
Zoe Fisher – University of Colorado, Denver
Arbutus/Queenswood, Cadboro Commons
Tracking Academic Library Geospatial Interactions With
Patrons and the Public and Their Subsequent Publications
Much is written about providing GIS services in libraries, but
little on their assessment and evaluation over time. This
workshop will focus on organizing and recording interactions
with patrons in order to assess services and validate the
effectiveness of providing GIS services in an academic library.
**Participants must bring their own laptops with Microsoft Excel
installed.
Daniel Brendle-Moczuk – University of Victoria
Haro, Cadboro Commons

15:00 – 15:30
Break

15:30 – 17:00
Using Design Thinking to Assess Space
Design thinking helps us design the library around users rather
than bending users to fit the library. This workshop will explore
how academic libraries can use design thinking to market
services, reconfigure spaces and optimize student and faculty
engagement.
Rhiannon Jones – University of Calgary
Arbutus/Queenswood, Cadboro Commons
Collection Development in the Digital Age
With the advent of the digital age, collection development
shifted from individual journal selection to purchasing journal
bundles, in which publishers provided access to their entire
collection. This came at a price: over the period of 1986 to 2011,
subscription costs increased fourfold in North American
university libraries. This has left several libraries unable to afford
these so-called “big deals”, who have reverted to individual
journal subscriptions. This workshop will present a methodology
developed at the Université de Montréal to assess journal
usage, based on downloads, citations, and survey data.
**This workshop is being instructed remotely via
videoconference.
Vincent Larivière – Université de Montréal
Room B017, Clearihue “B” Building

17:00 – 17:30
Closing Remarks
Arbutus/Queenswood

> Workshop Descriptions

Pre-CLAW Workshop (Wednesday, October 25 2017)
Multiple Choice: An Evaluation of Mixed Methods Approaches to Library Assessment
Colleen Cook – McGill University
Join workshop facilitator Dr. Colleen Cook (Dean of Libraries, McGill University) for a full-day workshop on how to evaluate and implement mixed methods techniques in library assessment projects. Using the investigation of library social media presence as a model research topic, workshop participants will devise research questions and examine the methods, tools and data required to conduct their investigation using a mixed methods approach. The workshop will provide a theoretical introduction to mixed methods research, practical instruction on the use of key assessment methods and a critical examination of their application. Registration is limited to 30 participants.

CLAW Workshops (Thursday, October 26 to Friday, October 27).
Keynote address:
Assessment and the Corporate Academic Library: Negotiating a Path Between Compliance and Critical Engagement
Karen Nicholson – University of Guelph

We find ourselves at an important, and conflicted moment in academic libraries, “stuck” between an ethos of compliance—a need to demonstrate our value to stakeholders through processes of accountability and audit—and one of critical engagement—a desire to situate such practices within broader socio-political and economic contexts as a means to critique, destabilize, and change them. It is no accident that these two contradictory ethos co-exist—one gives rise to the other (Drabinski, 2017). The issue that remains however, is how to negotiate a path between them. Some of the questions I’d like us to grapple with during this interactive keynote include: What logics underlie the focus on assessment and user experience? To what extent does our current focus on measuring inputs, outputs, and outcomes and creating memorable user experiences normalize corporate values in higher education? How might we engage critically with these practices to better align them with our professional values and the academic mission of the university?
Biography
Karen Nicholson is Manager, Information Literacy, at the University of Guelph, a faculty member with the ACRL’s Information Literacy Immersion programs, and a Ph.D. Candidate (LIS) at Western. Her research focuses on information literacy, neoliberalism, and higher education, and she is co-editor (with Maura Seale) of The Politics of Theory in the Practice of Critical Librarianship (Library Juice Press, forthcoming). https://works.bepress.com/karen_nicholson

Half-day workshops
Analyze This! Coding Qualitative Data
Shailoo Bedi – University of Victoria
Ruby Warren – University of Manitoba
Are you drowning with heaps and heaps of qualitative data? Are you suffering from paralysis of analysis? Determining where to begin when coding qualitative data can be a daunting task. This workshop will provide hands-on experience with coding various forms of qualitative data including transcription texts, photographic images, and other visual artifacts.
Purposeful Data Visualization With Tableau
Ebony Magnus – Southern Alberta Institute of Technology
Jeremy Buhler – University of British Columbia
This workshop will provide a practical introduction to creating visualizations with Tableau. Using standard library data sets participants will learn to create interactive visualizations and dashboards while considering the importance of purposeful communication of data.

1.5-hour workshops
Beyond Numbers: Powerful Assessment Strategies in a Library Learning Commons (Worksheet)
Julie Mitchell, Nick Thornton, Jeremiah Carag – University of British Columbia
Using examples from UBC’s library-based Learning Commons, this workshop focuses on assessment of front line services and learning support programs, and on organizing and communicating data. Participants will develop a framework for assessing their own learning support programs and learn how the model could apply to other library activities.
Observe, Reflect, Learn! Developing a Peer Teaching Observation Program in your Library
Zoe Fisher – University of Colorado, Denver
This workshop is ideal for those who want to develop or reinvigorate peer teaching observation programs. Participants will learn to develop procedures for peer teaching observations, to create a rubric that identifies the qualities of excellent teaching, and to assess the efficacy of a peer teaching observation program.
Using Design Thinking to Assess Space in a Library
Rhiannon Jones – University of Calgary
Design thinking helps us design the library around users rather than bending users to fit the library. This workshop will explore how academic libraries can use design thinking to market services, reconfigure spaces and optimize student and faculty engagement.
Statistics Demystified: Understanding When and Why to Use Statistics in Assessment Work (Worksheet)
Lise Doucette – Western University
Statistics can be essential to appropriately describe and interpret data, but it’s not always easy to know when and how to use them. This workshop is an opportunity to discuss and learn when and why statistics should be used and what statistics can tell you.
Beyond Numbers: Tracking Academic Library Geospatial Interactions With Patrons and the Public and Their Subsequent Publications
Daniel Brendle-Moczuk – University of Victoria
Much is written about providing GIS services in libraries, but little on their assessment and evaluation over time. This workshop will focus on organizing and recording interactions with patrons in order to assess services and validate the effectiveness of providing GIS services in an academic library.
Using Service Blueprinting as a Tool for Service Assessment (Worksheet)
Kyla Everall, Lisa Gayhart – University of Toronto
Service Design is a way to understand, develop, and assess services from a user perspective. This workshop will provide a hands-on introduction to the service blueprinting framework, a tool used to identify service gaps and pain points in order to improve services by addressing the root issues.
No Brainer? Avoiding Evidence-Based Error Making in e-Resources Assessment
Klara Maidenberg – University of Toronto
Dana Thomas – Ryerson University
Things are not always what they seem! Walking participants through various indicators of value used to assess electronic resources, this workshop emphasizes some notable limitations of these sources and suggests best practices for ensuring accurate interpretation of quantitative and qualitative indicators.
Collection Development in the Digital Age
Vincent Larivière – Université de Montréal
With the advent of the digital age, collection development shifted from individual journal selection to purchasing journal bundles, in which publishers provided access to their entire collection. This came at a price: over the period of 1986 to 2011, subscription costs increased fourfold in North American university libraries. This has left several libraries unable to afford these so-called “big deals”, who have reverted to individual journal subscriptions. This workshop will present a methodology developed at the Université de Montréal to assess journal usage, based on downloads, citations, and survey data.

CLAW Posters (Thursday, October 26).
Assessing​ ​business​ ​presentations​ ​using​ ​the​ ​ACRL​ ​framework
Kimberly Fama, University of British Columbia
Change​ ​is​ ​the​ ​only​ ​constant:​ ​Evaluating​ ​SFU​ ​Library’s​ ​Liaison​ ​Librarian​ ​Program
Alison Moore, Jenna Thomson, and Julie Jones, Simon Fraser University
Creating​ ​an​ ​electronic​ ​resources​ ​valuation​ ​report​ ​for​ ​senior​ ​administrators​ ​at​ ​University​ ​of​ ​Windsor
Pascal Calarco, University of Windsor
Finding​ ​our​ ​equilibrium​ ​-​ ​Balancing​ ​the​ ​21st​ ​century​ ​library​ ​with​ ​enduring​ ​conceptions​ ​of​ ​library​ ​space
(available to view for CLAW 2017 participants upon request)
Diane Granfield and Dana Thomas, Ryerson University
Giving​ ​a​ ​Kahoot​ ​about​ ​assessment​ ​in​ ​the​ ​classroom
Janice Kung and Jessica Thorlakson, University of Alberta
It’s​ ​”AAAL”​ ​how​ ​you​ ​look​ ​at​ ​it:​ ​A​ ​longitudinal​ ​assessment​ ​of​ ​Alberta​ ​Association​ ​of​ ​Academic​ ​Libraries’​ ​data
Ebony Magnus, Southern Alberta Institute of Technology
Mapping​ ​Information​ ​Literacy​ ​and​ ​Library​ ​Space​ ​Usage​ ​Using​ ​Interview​ ​to​ ​the​ ​Double
Kathleen Reed, Cameron Hoffman-McGaw, and Meg Ecclestone, Vancouver Island University
MISO​ ​-​ ​Is​ ​it​ ​for​ ​you?
Valerie Gibbons, Lakehead University
Uncovering​ ​the​ ​evidence:​ ​Faculty​ ​perceptions​ ​of​ ​distance​ ​library​ ​services
Carol Gordon and Jessica Mussell, University of Victoria

2017 Librarians' Research Institute
2017-06-12 00:00 - 2017-06-15 23:59 | London, Ontario, Canada
Date: June 12 – 15, 2017
Location: London, Ontario
Program Chair and Peer Mentor: Kristin Hoffmann (Associate Librarian, Western University)
Peer Mentors:

Selinda Berg, Head of Information Services, University of Windsor
Tony Horava, Associate University Librarian (Collections), University of Ottawa
Kevin Manuel, Data Librarian, Ryserson University
Sarah Polkinghorne, Public Services Librarian, University of Alberta

Application Process

Call for Nominations: 2017 Librarians’ Research Institute Participants
Extended deadline: January 16, 2017
The Canadian Association of Research Libraries (CARL) is pleased to announce the 2017 Librarians’ Research Institute (LRI) will be hosted by Western University (June 12 – 15, 2017). The Institute’s focus is to forge relationships with other librarian-researchers, which is essential to developing and promoting Canadian librarians’ research activities and to creating a research infrastructure within Canadian libraries.
Call for Participants
We are now accepting nominations for participants for the 2017 Librarians’ Research Institute. These participants will attend a four-day Institute at Western University. This Institute will be geared toward taking current research skills to the next level, building upon current research interests, and making connections with other researching academic librarians, from across Canada. Participants should possess the following:

Some experience in research beyond the MLIS degree, such as producing a conference presentation, an article or a research grant.
A foundational knowledge of research methodologies and skills, such as proposal writing, literature reviews, developing research questions, using different research methodologies, analyzing data, assessing ethical issues, etc.
An eagerness and openness to develop one’s own skills, share ideas with others, provide feedback and support to others’ research endeavours.
An interest in taking the energy and enthusiasm for research gained at the institute back to their home institution.

The Institute will take place over four days, and will include activities such as plenary sessions; panel discussions with Peer Mentors; small group discussions; small group and individual activities; individual reflection and assessment; consultations with Peer Mentors, individual writing time; peer workshops; and final presentations of work completed during the Institute. Upon completion of the Institute, participants will leave with the following:

A positive outlook on the possibilities for research and a recognition of the habits of mind that enable good research practices.
A broader understanding of librarian research processes and an awareness of the research being undertaken by librarians at Canadian libraries.
Connections with other academic librarians working on scholarly research projects at libraries across Canada.

Nomination and Application Process
Registration is limited to 30 participants. Applications from all Canadian libraries are welcome, however, priority will be given to CARL member libraries.
Registrants / participants must submit a nomination package which will include the following:

a current CV
a short description of why the participant wishes to attend
a brief outline of the research project/research question the participant is exploring, and;
a letter of endorsement from the Library Dean/Director.

Nomination packages should be sent to the attention of Katherine McColgan (lri@carl-abrc.ca), on or before December 31, 2016.
Participants will be announced and follow-up information about the Institute will be sent in early spring. Prior to attending the Institute, participants will be asked to submit a short overview of their research background, and their current research interests.
Fees
CARL members: $650
Non-members: $850
Fees include all workshop materials, breakfast, lunch, and breaks for the duration of the workshop. Travel, accommodation and other expenses are the responsibility of the participant.

2017 Spring Member Meeting
2017-05-16 00:00 - 2017-05-18 23:59 | Homewood Suites by Hilton, 40 Bay Street South, Hamilton, Ontario, Canada
« All Events

2017 Spring Member Meeting

May 16, 2017
–
May 18, 2017

The Canadian Association of Research Libraries is pleased to invite member directors to the 2017 Spring Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

Homewood Suites by Hilton

40 Bay Street South

Hamilton,
Ontario
Canada

+ Google Map

Accommodation

Program Schedule

Recent Meetings

Hotel Details
Homewood Suites by Hilton Hamilton40 Bay St SouthHamilton, Ontario L8P 0B3p: 905-667-1200website
The cutoff date for reserving a room at the CARL rate of $149.00 CAD per night is April 15, 2017. Reservations made after that date will be on a space-available basis.
You may book your reservations by visiting :Online reservationsor calling 905.667.1200 and referencing the group code “AGM”.
Tuesday May 16, 2017
8:00 am – 10:00 am (Corktown)IARLA Meeting
9:30 am – 10:00 am (Kirkendall)Board Coffee and snacks
10:00 am – 5:00 pm (Kirkendall)Board of Directors’ Meeting
6:30 pm – 8:30 pm (Hamilton Hall W & C)President’s Reception (CARL members and guests)
Wednesday May 17, 2017
7:30 am – 8:30 am (Hamilton Hall C)Breakfast – with ‘cone of silence’ table discussions on selected management topics of strategic importance to directors
8:30 am – 10:30 am Advancing Research Committee (Stinson Boardroom)Strengthening Capacity Committee (Beasley)
10:30 am – 10:45 am Break
10:45 am – 12:45 pmPolicy Committee (Beasley)Assessment Committee (Stinson Boardroom)
12:45 pm – 1:45 pm Lunch
1:45 pm – 3:45 pm (Westdale)Hot Topics: CARL committee lightning consultations
3:45 pm – 4:00 pm Break
4:00 pm – 5:00 pm (Westdale)Annual General Meeting
6:30 pm – 7:30 pm (Art Gallery of Hamilton)Cocktail reception hosted by Vivian Lewis, University Librarian, McMaster University, and Paul Takala, CEO & Chief Librarian, Hamilton Public Library
7:30 pm – (Art Gallery of Hamilton)Joint CARL/CULC Dinner
Thursday May 18, 2017
7:30 am – 9:30 am (Hamilton Public Library – Central Library)Continental breakfast available (optional)
8:30 am – 9:15 amTour – Hamilton Public Library (optional)
9:30 am – 10:30 am (Hamilton Room – 5th Floor HPL)
Welcome remarks – CARL President Martha Whitehead and CULC Chair Paul Takala
GLAMming It Up: Advancing the Ottawa Declaration through cross-sectoral collaboration

Guy Berthiaume, Librarian and Archivist of Canada – The Ottawa Declaration and its next steps (ppt)
Jonathan Bengtson, University Librarian, University of Victoria – Doing More with More in Greater Victoria (ppt)
Vickery Bowles, City Librarian, Toronto Public Library – Collaboration, Innovation and Inclusion: Building Smart Cities (ppt)

Session Chair: Dr. Guy Berthiaume, Librarian and Archivist of Canada
10:30 am – 11:00 am Break
11:00 am – 12:15 pm (Hamilton Room and Boardroom – 5th Floor HPL)
Simultaneous program
Option A:Creating Inclusive Libraries: Diversity and Inclusion in the Workplace

Cole Gately, Community Activist and Facilitator

The presentation will be followed by table discussions.
Session co-chairs: Caitlin Fralick, Manager, Program Development, Hamilton Public Library and Gwen Bird, Dean of Library Services, Simon Fraser University
Option B:Opportunities with Linked Open Data

Dr. Kenning Arlitsch, Dean of the Library, Montana State University – Improving the Visibility of Libraries and their Collections: Linked Data and Semantic Web Identities
Caitlin Tillman, Associate Chief Librarian for Collections and Materials Management, University of Toronto Libraries – Update on Linked Data Canada Initiative
Tina Thomas, Executive Director, Strategy and Innovation, Edmonton Public Library – Update on Library.Link Network

The presentations will be followed by a participative session to enable mention of other initiatives, questions and discussion.
Session chair: Rebecca Graham, Chief Librarian and Chief Information Officer, University of Guelph
12:15 pm – 12:30 pm (Hamilton Room – 5th Floor HPL)
International Collaboration Opportunities –

IFLA Global Visioning – Vickery Bowles, City Librarian, Toronto Public Library, and Susan Haigh, Executive Director, CARL
CCUNESCO’s proposed Dialogues on Reconciliation – Sebastien Goupil, Secretary-General, Canadian Commission for UNESCO (pdf)

Closing remarks – CARL President Martha Whitehead and CULC Chair Paul Takala
12:30 pm – 1:30 pmJoint members lunch (Hamilton Room – HPL 5th Floor)Board of Directors’ Meeting (working lunch) (Boardroom – HPL 5th Floor)
2:00 pm – 3:00 pmMcMaster University Library tour (optional)Waterdown Public Library tour (optional)
3:30 pm – 4:30 pmMcMaster University Library tour (optional)Waterdown Public Library tour (optional)

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Hotel Details
Homewood Suites by Hilton Hamilton40 Bay St SouthHamilton, Ontario L8P 0B3p: 905-667-1200website
The cutoff date for reserving a room at the CARL rate of $149.00 CAD per night is April 15, 2017. Reservations made after that date will be on a space-available basis.
You may book your reservations by visiting :Online reservationsor calling 905.667.1200 and referencing the group code “AGM”.
Tuesday May 16, 2017
8:00 am – 10:00 am (Corktown)IARLA Meeting
9:30 am – 10:00 am (Kirkendall)Board Coffee and snacks
10:00 am – 5:00 pm (Kirkendall)Board of Directors’ Meeting
6:30 pm – 8:30 pm (Hamilton Hall W & C)President’s Reception (CARL members and guests)
Wednesday May 17, 2017
7:30 am – 8:30 am (Hamilton Hall C)Breakfast – with ‘cone of silence’ table discussions on selected management topics of strategic importance to directors
8:30 am – 10:30 am Advancing Research Committee (Stinson Boardroom)Strengthening Capacity Committee (Beasley)
10:30 am – 10:45 am Break
10:45 am – 12:45 pmPolicy Committee (Beasley)Assessment Committee (Stinson Boardroom)
12:45 pm – 1:45 pm Lunch
1:45 pm – 3:45 pm (Westdale)Hot Topics: CARL committee lightning consultations
3:45 pm – 4:00 pm Break
4:00 pm – 5:00 pm (Westdale)Annual General Meeting
6:30 pm – 7:30 pm (Art Gallery of Hamilton)Cocktail reception hosted by Vivian Lewis, University Librarian, McMaster University, and Paul Takala, CEO & Chief Librarian, Hamilton Public Library
7:30 pm – (Art Gallery of Hamilton)Joint CARL/CULC Dinner
Thursday May 18, 2017
7:30 am – 9:30 am (Hamilton Public Library – Central Library)Continental breakfast available (optional)
8:30 am – 9:15 amTour – Hamilton Public Library (optional)
9:30 am – 10:30 am (Hamilton Room – 5th Floor HPL)
Welcome remarks – CARL President Martha Whitehead and CULC Chair Paul Takala
GLAMming It Up: Advancing the Ottawa Declaration through cross-sectoral collaboration

Guy Berthiaume, Librarian and Archivist of Canada – The Ottawa Declaration and its next steps (ppt)
Jonathan Bengtson, University Librarian, University of Victoria – Doing More with More in Greater Victoria (ppt)
Vickery Bowles, City Librarian, Toronto Public Library – Collaboration, Innovation and Inclusion: Building Smart Cities (ppt)

Session Chair: Dr. Guy Berthiaume, Librarian and Archivist of Canada
10:30 am – 11:00 am Break
11:00 am – 12:15 pm (Hamilton Room and Boardroom – 5th Floor HPL)
Simultaneous program
Option A:Creating Inclusive Libraries: Diversity and Inclusion in the Workplace

Cole Gately, Community Activist and Facilitator

The presentation will be followed by table discussions.
Session co-chairs: Caitlin Fralick, Manager, Program Development, Hamilton Public Library and Gwen Bird, Dean of Library Services, Simon Fraser University
Option B:Opportunities with Linked Open Data

Dr. Kenning Arlitsch, Dean of the Library, Montana State University – Improving the Visibility of Libraries and their Collections: Linked Data and Semantic Web Identities
Caitlin Tillman, Associate Chief Librarian for Collections and Materials Management, University of Toronto Libraries – Update on Linked Data Canada Initiative
Tina Thomas, Executive Director, Strategy and Innovation, Edmonton Public Library – Update on Library.Link Network

The presentations will be followed by a participative session to enable mention of other initiatives, questions and discussion.
Session chair: Rebecca Graham, Chief Librarian and Chief Information Officer, University of Guelph
12:15 pm – 12:30 pm (Hamilton Room – 5th Floor HPL)
International Collaboration Opportunities –

IFLA Global Visioning – Vickery Bowles, City Librarian, Toronto Public Library, and Susan Haigh, Executive Director, CARL
CCUNESCO’s proposed Dialogues on Reconciliation – Sebastien Goupil, Secretary-General, Canadian Commission for UNESCO (pdf)

Closing remarks – CARL President Martha Whitehead and CULC Chair Paul Takala
12:30 pm – 1:30 pmJoint members lunch (Hamilton Room – HPL 5th Floor)Board of Directors’ Meeting (working lunch) (Boardroom – HPL 5th Floor)
2:00 pm – 3:00 pmMcMaster University Library tour (optional)Waterdown Public Library tour (optional)
3:30 pm – 4:30 pmMcMaster University Library tour (optional)Waterdown Public Library tour (optional)

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2016 Fall Member Meeting
2016-11-08 00:00 - 2016-11-10 23:59 | Lord Elgin Hotel, 100 Elgin Street, Ottawa, Ontario, Canada
« All Events

2016 Fall Member Meeting

November 8, 2016
–
November 10, 2016

The Canadian Association of Research Libraries is pleased to invite member directors to the 2016 Fall Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.

Lord Elgin Hotel

100 Elgin Street

Ottawa,
Ontario
Canada

+ Google Map

Program Schedule

Previous Meetings

Tuesday November 8, 2016
9:30 a.m.–10:00 a.m.CARL Board of Directors’ coffeeLaurier Room
10:00 a.m.–5:00 p.m.CARL Board of Directors’ MeetingLaurier Room
6:30 p.m.–8:30 p.m.President’s ReceptionMackenzie Room
Wednesday November 9, 2016
7:30 a.m.–8:30 a.m.BreakfastSt. Laurent Room
8:00 a.m.–8:30 a.m.Highlights of the CARL delegation to the Hague, Netherlands and LIBERSt. Laurent Room
8:30 a.m.–10:30 a.m.- CARL Committee MeetingsAdvancing Research CommitteeLaurier RoomStrengthening Capacity CommitteeConfederation Room
10:30 a.m.–10:45 a.m.BreakSt. Laurent Room
10:45 a.m.–12:45 p.m. – CARL Committee MeetingsAssessment CommitteeConfederation RoomPolicy CommitteeLaurier Room
12:45 p.m.–1:30 p.m.LunchSt. Laurent Room
1:30 p.m.– 3:45 p.m.PortageLady Elgin Room
3:45 p.m.–4:00 p.m.BreakLady Elgin Room
4:00 p.m.–5:00 p.m.CARL Fall General MeetingLady Elgin Room
6:30 p.m.–Pre-dinner cocktailsSidedoor Contemporary Kitchen Bar18b York St, Ottawa
7:30 p.m.–CARL 40th Anniversary DinnerSidedoor Contemporary Kitchen Bar18 York St b, Ottawa
Thursday November 10, 2016
8:00 a.m.–9:00 a.m.Registration and Continental BreakfastPearson Room foyer
9:00 a.m.–4:00 p.m.Where Next for Repositories?Pearson Room

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Tuesday November 8, 2016
9:30 a.m.–10:00 a.m.CARL Board of Directors’ coffeeLaurier Room
10:00 a.m.–5:00 p.m.CARL Board of Directors’ MeetingLaurier Room
6:30 p.m.–8:30 p.m.President’s ReceptionMackenzie Room
Wednesday November 9, 2016
7:30 a.m.–8:30 a.m.BreakfastSt. Laurent Room
8:00 a.m.–8:30 a.m.Highlights of the CARL delegation to the Hague, Netherlands and LIBERSt. Laurent Room
8:30 a.m.–10:30 a.m.- CARL Committee MeetingsAdvancing Research CommitteeLaurier RoomStrengthening Capacity CommitteeConfederation Room
10:30 a.m.–10:45 a.m.BreakSt. Laurent Room
10:45 a.m.–12:45 p.m. – CARL Committee MeetingsAssessment CommitteeConfederation RoomPolicy CommitteeLaurier Room
12:45 p.m.–1:30 p.m.LunchSt. Laurent Room
1:30 p.m.– 3:45 p.m.PortageLady Elgin Room
3:45 p.m.–4:00 p.m.BreakLady Elgin Room
4:00 p.m.–5:00 p.m.CARL Fall General MeetingLady Elgin Room
6:30 p.m.–Pre-dinner cocktailsSidedoor Contemporary Kitchen Bar18b York St, Ottawa
7:30 p.m.–CARL 40th Anniversary DinnerSidedoor Contemporary Kitchen Bar18 York St b, Ottawa
Thursday November 10, 2016
8:00 a.m.–9:00 a.m.Registration and Continental BreakfastPearson Room foyer
9:00 a.m.–4:00 p.m.Where Next for Repositories?Pearson Room

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2016 Spring Member Meeting
2016-04-24 00:00 - 2016-04-28 23:59 | Sheraton Wall Centre, 1000 Burrard Street, Vancouver, British Columbia, V6Z 2S3, Canada
« All Events

2016 Spring Member Meeting

April 24, 2016
–
April 28, 2016

The Canadian Association of Research Libraries is pleased to invite member directors to the 2025 Fall Member Meeting. This annual gathering serves as a vital platform for the exchange of ideas, strategic planning, and collaborative discussions that shape the future of research libraries across Canada.
This meeting marks the quinquennial joint meeting of our two associations and we are looking forward to the opportunity to meet together.
Under the leadership of ARL President, Larry Alford, (Toronto), and CARL President, Martha Whitehead (Queen’s), the program is shaping up to be very engaging, with a variety of programs centred on the theme of global partnerships.
Our meeting host, Ingrid Parent, University of British Columbia, is planning a dinner and tours for us on the UBC campus on Wednesday, April 27, and she and her staff look forward to welcoming everyone to Vancouver.

Sheraton Wall Centre

1000 Burrard Street

Vancouver,
British Columbia
V6Z 2S3
Canada

+ Google Map

Program Schedule

Travel

Previous Meetings

Sunday, April 24, 2016
9:00 a.m.–5:00 p.m.CARL Board MeetingGulf Islands B
Monday April 25, 2016
8:30 a.m.–10:30 a.m. – CARL Committee MeetingsAssessment CommitteePort McNeill
Policy CommitteePort Alberni
9:00 a.m.–11:30 a.m.ARL Executive Committee MeetingGulf Islands B
10:45 a.m.–12:45 p.m. – CARL Committee MeetingsAdvancing Research CommitteePort Alberni
Capacity CommitteePort McNeill
11:20 a.m.–5:30 p.m.ARL Board of Directors MeetingGulf Islands C & D
12:45 p.m.–3:00 p.m.CARL LunchPort Hardy
3:00 p.m.–5:00 p.m.CARL Annual General MeetingParksville
6:00 p.m.–7:30 p.m.CARL President’s ReceptionPort McNeill
6:30 p.m.–Dine Around for ARL and CARL members (optional)
Tuesday April 26, 2016
7:30 a.m.–9:00 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–9:30 a.m.ARL Coordinating Committee MeetingPort Hardy
9:30 a.m.–10:30 a.m.ARL Working Sessions—Enabling Capacity Committees

Advocacy and Public PolicyPort McNeill
AssessmentGulf Islands B, C & D
Diversity & InclusionParksville
Membership Engagement & OutreachPort Alberni

10:30 a.m.–11:00 a.m.BreakGrand Ballroom C & D
11:00 a.m.–12:00 p.m.ARL Project Discussions
What Could We Do With $50 Million, Annually?Grand Ballroom A
What Role(s) Can -and Should- ARL Play in the Stewardship, Discovery, and Preservation of Born-Digital ResourcesGrand Ballroom A
Building & Sustaining ARL Communities of PracticePort McNeill
Research Data Management: The Question of PreservationParksville
ARL & Wikipedia: Avenues for CollaborationGrand Ballroom B
12:00 p.m.–1:30 p.m.Networking LunchGrand Ballroom C & D
New Director and Interim Director LunchGulf Islands C & D
1:30 p.m. – 2:30 p.m.Welcome and IntroductionsGrand Ballroom A & B
2:30 p.m. – 3:30 p.m.Opening KeynoteStephen J. Toope, Munk School of Global Affairs, University of TorontoGrand Ballroom A & B
3:30 p.m.–4:00 p.m.BreakGrand Ballroom C & D
4:00 p.m. – 5:30 p.m.Collection Development & Scholarly Publishing in the Digital EraGrand Ballroom A & B

Vincent Larivière, Professeur agrégéTitulaire de la Chaire de recherche du Canada sur les transformations de la communication savante, Université de Montréal
MacKenzie Smith, University Librarian, UC Davis
Martha Whitehead, University Librarian, Queen’s University
John Willinsky, Professor, Graduate School of Education, Stanford University

6:00 p.m.–7:30 p.m.ReceptionGrand Ballroom Foyer
7:00 p.m.–8:00 p.m.ARLies ViewingGrand Ballroom C
Wednesday April 27, 2016
7:30 a.m.–8:30 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–9:30 a.m.ARL Business MeetingGrand Ballroom A & B
9:30 a.m.–10:00 a.m.BreakGrand Ballroom C & D
10:00 a.m.–11:00 a.m.Joint ARL and CARL Closed MeetingGrand Ballroom A & B
11:00 a.m.–11:30 a.m.Tributes to Retiring ARL DirectorsGrand Ballroom A & B
11:30 a.m.–1:00 p.m.Networking LunchGrand Ballroom C & D
11:30 a.m.–1:00 p.m.CARL Board MeetingGulf Islands B
1:00 p.m.–2:30 p.m.Research Data Management — SHARE and PortageGrand Ballroom A & B

Chuck Humphrey
Kathleen Shearer
Tyler Walters

2:30 p.m.–3:00 p.m.BreakGrand Ballroom C & D
3:00 p.m.–4:30 p.m.What is the Value of Libraries?Grand Ballroom A & B

Caroline Brazier, Chief Librarian, British Library
Linc Kessler, Director of the First Nations House of Learning and Senior Advisor to the UBC President on Aboriginal Affairs
Vivian Lewis, University Librarian, McMaster University
Leslie Weir, University Chief Librarian, University of Ottawa (moderator)
Elliott Shore, ARL Executive Director

4:30 p.m.–5:30 p.m.Break
5:30 p.m.Bus departure to UBC
6:00 p.m.–6:30 p.m.Campus tours
6:30p.m.–9:00 p.m.Reception and dinnerBarber Center, 4th Floor
Thursday April 28, 2016
7:00 a.m.–8:00 a.m.ARL Board of Directors Meeting Port McNeill
7:30 a.m.–8:30 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–10:15 a.m.Diversity ProgramGrand Ballroom A & B
10:15 a.m.–10:30 a.m.BreakGrand Ballroom C & D
10:30 a.m.–11:45 a.m.Advocacy and Policy updates from ARL and CARLGrand Ballroom A & B
11:45 a.m. to 12:00 p.m.Wrap-up and AdjournmentGrand Ballroom A & B
VancouverVancouver International Airporthttp://www.yvr.ca/
Tourism Vancouverhttp://www.tourismvancouver.com/
Air Canadawww.aircanada.ca Reservations: 1.888.247.2262Flight Info: 1.888.422.7533
Via Railhttp://www.viarail.ca/VIA Préférence: 1 888 VIA-PREF (1 888 842-7733)Pacific Central Station, 1150 Station St, Vancouver, BC V6A 4C7
WestJetwww.westjet.com

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

Sunday, April 24, 2016
9:00 a.m.–5:00 p.m.CARL Board MeetingGulf Islands B
Monday April 25, 2016
8:30 a.m.–10:30 a.m. – CARL Committee MeetingsAssessment CommitteePort McNeill
Policy CommitteePort Alberni
9:00 a.m.–11:30 a.m.ARL Executive Committee MeetingGulf Islands B
10:45 a.m.–12:45 p.m. – CARL Committee MeetingsAdvancing Research CommitteePort Alberni
Capacity CommitteePort McNeill
11:20 a.m.–5:30 p.m.ARL Board of Directors MeetingGulf Islands C & D
12:45 p.m.–3:00 p.m.CARL LunchPort Hardy
3:00 p.m.–5:00 p.m.CARL Annual General MeetingParksville
6:00 p.m.–7:30 p.m.CARL President’s ReceptionPort McNeill
6:30 p.m.–Dine Around for ARL and CARL members (optional)
Tuesday April 26, 2016
7:30 a.m.–9:00 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–9:30 a.m.ARL Coordinating Committee MeetingPort Hardy
9:30 a.m.–10:30 a.m.ARL Working Sessions—Enabling Capacity Committees

Advocacy and Public PolicyPort McNeill
AssessmentGulf Islands B, C & D
Diversity & InclusionParksville
Membership Engagement & OutreachPort Alberni

10:30 a.m.–11:00 a.m.BreakGrand Ballroom C & D
11:00 a.m.–12:00 p.m.ARL Project Discussions
What Could We Do With $50 Million, Annually?Grand Ballroom A
What Role(s) Can -and Should- ARL Play in the Stewardship, Discovery, and Preservation of Born-Digital ResourcesGrand Ballroom A
Building & Sustaining ARL Communities of PracticePort McNeill
Research Data Management: The Question of PreservationParksville
ARL & Wikipedia: Avenues for CollaborationGrand Ballroom B
12:00 p.m.–1:30 p.m.Networking LunchGrand Ballroom C & D
New Director and Interim Director LunchGulf Islands C & D
1:30 p.m. – 2:30 p.m.Welcome and IntroductionsGrand Ballroom A & B
2:30 p.m. – 3:30 p.m.Opening KeynoteStephen J. Toope, Munk School of Global Affairs, University of TorontoGrand Ballroom A & B
3:30 p.m.–4:00 p.m.BreakGrand Ballroom C & D
4:00 p.m. – 5:30 p.m.Collection Development & Scholarly Publishing in the Digital EraGrand Ballroom A & B

Vincent Larivière, Professeur agrégéTitulaire de la Chaire de recherche du Canada sur les transformations de la communication savante, Université de Montréal
MacKenzie Smith, University Librarian, UC Davis
Martha Whitehead, University Librarian, Queen’s University
John Willinsky, Professor, Graduate School of Education, Stanford University

6:00 p.m.–7:30 p.m.ReceptionGrand Ballroom Foyer
7:00 p.m.–8:00 p.m.ARLies ViewingGrand Ballroom C
Wednesday April 27, 2016
7:30 a.m.–8:30 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–9:30 a.m.ARL Business MeetingGrand Ballroom A & B
9:30 a.m.–10:00 a.m.BreakGrand Ballroom C & D
10:00 a.m.–11:00 a.m.Joint ARL and CARL Closed MeetingGrand Ballroom A & B
11:00 a.m.–11:30 a.m.Tributes to Retiring ARL DirectorsGrand Ballroom A & B
11:30 a.m.–1:00 p.m.Networking LunchGrand Ballroom C & D
11:30 a.m.–1:00 p.m.CARL Board MeetingGulf Islands B
1:00 p.m.–2:30 p.m.Research Data Management — SHARE and PortageGrand Ballroom A & B

Chuck Humphrey
Kathleen Shearer
Tyler Walters

2:30 p.m.–3:00 p.m.BreakGrand Ballroom C & D
3:00 p.m.–4:30 p.m.What is the Value of Libraries?Grand Ballroom A & B

Caroline Brazier, Chief Librarian, British Library
Linc Kessler, Director of the First Nations House of Learning and Senior Advisor to the UBC President on Aboriginal Affairs
Vivian Lewis, University Librarian, McMaster University
Leslie Weir, University Chief Librarian, University of Ottawa (moderator)
Elliott Shore, ARL Executive Director

4:30 p.m.–5:30 p.m.Break
5:30 p.m.Bus departure to UBC
6:00 p.m.–6:30 p.m.Campus tours
6:30p.m.–9:00 p.m.Reception and dinnerBarber Center, 4th Floor
Thursday April 28, 2016
7:00 a.m.–8:00 a.m.ARL Board of Directors Meeting Port McNeill
7:30 a.m.–8:30 a.m.Registration and Continental BreakfastGrand Ballroom FoyerGrand Ballroom C & D
8:30 a.m.–10:15 a.m.Diversity ProgramGrand Ballroom A & B
10:15 a.m.–10:30 a.m.BreakGrand Ballroom C & D
10:30 a.m.–11:45 a.m.Advocacy and Policy updates from ARL and CARLGrand Ballroom A & B
11:45 a.m. to 12:00 p.m.Wrap-up and AdjournmentGrand Ballroom A & B
VancouverVancouver International Airporthttp://www.yvr.ca/
Tourism Vancouverhttp://www.tourismvancouver.com/
Air Canadawww.aircanada.ca Reservations: 1.888.247.2262Flight Info: 1.888.422.7533
Via Railhttp://www.viarail.ca/VIA Préférence: 1 888 VIA-PREF (1 888 842-7733)Pacific Central Station, 1150 Station St, Vancouver, BC V6A 4C7
WestJetwww.westjet.com

2025 Spring Member Meeting
May 26 @ 09:00 – May 29 @ 16:00 EDT at Inn at the Forks, Winnipeg, Manitoba

2024 Fall Member Meeting
November 18, 2024 – November 20, 2024 at Delta Hotels Ottawa City Centre

2024 Spring Member Meeting
April 22, 2024 – April 25, 2024 at Montreal, Quebec

2023 Fall Member Meeting
November 27, 2023 – November 30, 2023 at Fairmont Le Château Montebello

2023 Spring Member Meeting
May 29, 2023 – June 1, 2023 at Calgary Marriott Downown Hotel

See All Member Meetings

2015 Canadian Library Assessment Workshop
2015-10-14 00:00 - 2015-10-16 23:59 | Toronto, Ontario, Canada
Date: October 14 – 16, 2015
Location: Toronto, Ontario
The Canadian Association of Research Libraries (CARL) is committed to supporting and developing outcomes-based measures to assist libraries in moving beyond inputs and outputs in order to better demonstrate library impact on research, teaching and learning. Through the delivery of assessment-related programming, information sharing, and support for relevant research, CARL supports members as they use outcomes-based evidence to establish the research library’s return on investment or other measures of its value.
It is with this strategic initiative in mind that CARL and Ryerson University invite you to participate in the Canadian Library Assessment Workshop (CLAW) which will take place in Toronto on October 15 & 16, 2015. This workshop will be of interest to all academic and research libraries engaged in assessment. The program is comprised of 2 to 3 hour workshop style sessions with topics such as:

Linking your assessment plan to the Library’s strategic plan
Data collection for decision making
Data visualization
Assessing the unbundling of the big deal

Participants will leave the workshop with tangible and practical ideas to take back to their libraries. Registration is limited.

> CLAW Program Committee

Liz Hayden (Chair), Assessment Librarian, University of Ottawa
Debbie Green, Reference Librarian, University of Toronto
Katherine McColgan, Manager, Administration and Programs, Canadian Association of Research Libraries
France Paul, Directrice des services techniques, Université de Sherbrooke
Carisa Polischuk, Assessment Analyst, University of Saskatchewan
Dana Thomas, Evaluation and Assessment Librarian, Ryerson University
Consultant: Vivian Lewis, University Librarian, McMaster University

> At A Glance

October 14, 2015

8:00 – 16:00
Google Analytics Workshop

October 15, 2015

8:00 – 9:00
Assessment 101 Newcomer Breakfast

9:15 – 10:15
Keynote: Demonstrating value with evidence

10:30 – 12:30
Linking the Assessment Plan to the Library Strategic Plan

12:30 – 14:00
Lunch round tables

14:00 – 17:00
Unbundling the Big Deal

October 16, 2015

8:30 – 11:30
Data Driven Decision Making: Getting There

11:30 – 13:00
Lunch

13:00 – 15:45
Concurrent Sessions
Guerilla Assessment or Assessment for the Rest of Us

Data Visualization

15:45 – 16:00
Heading up to the Balcony: Taking a Strategic and Enterprise-Wide Approach to Assessment Planning.

> Full Programme

Wednesday October 14, 2015

8:00 – 8:30
Registration

8:30 –10:15
Using Google Analytics (PDF)This course is designed to help new and intermediate users who are using Google Analytics to increase and improve the efficiency and effectiveness of website interactions, track user behaviour, and analyze the reach of our resources. Participants will learn to exploit GA’s capabilities to produce relevant analysis & meaningful reports about your site’s visitors
Course participants will be guided through the Google Analytics features most relevant to reference and web librarians, and receive links to resources to support the hands-on exercises.
This workshop will be a combination of hands-on demonstrations and instructor-led presentations. Participants will use their own Google Analytics account to analyse individual data during this workshop.
June Li, CLICKINSIGHT
Ryerson Library 2nd Floor, Information Learning Commons Lab

10:15 – 10:30
Break

10:30 – 12:00
Using Google Analytics (continues)

12:00 – 13:00
Lunch (on own)

13:00 – 14:30
Using Google Analytics (continues)

14:30 – 14:45
Break

14:45 – 16:00
Using Google Analytics (continues)

18:00
Dinner on own
– Dine around sign-up sheets will be available

Thursday October 15, 2015

7:30 – 9:00
Registration

8:00 – 9:00
Assessment 101 Newcomer Breakfast (PDF)Library Assessment basics including best practices, training and professional development opportunities, how to organize assessment activities at your library, and some real-life examples from the field.
Cara Commons, Ted Rogers School of Management

9:00 – 9:15
Welcome Remarks

9:15 – 10:15
Demonstrating value with evidence (PPT)Academic libraries are increasingly being called upon to demonstrate the value that library services and collections contribute to the University. It is no longer just assumed that library services are integral to fostering successful teaching and research – direct links need to be made. This need to demonstrate value is one reason that assessment librarian positions have risen in popularity over the past few years. This presentation will explore the increasing need for librarians to have research and assessment skills and why such skills are so crucial to demonstrate value to others and build knowledge within our profession.
Denise Koufogiannakis, MLIS, PhD
Collections & Acquisitions Coordinator
University of Alberta Libraries
Cara Commons, Ted Rogers School of Management

10:15 – 10:30
Break

10:30 –12:30
Linking Assessment Plan to the Library Strategic Plan (PDF)Struggling to see if your finely crafted strategic plan is measuring up?
This workshop will help you develop an assessment plan to find out. The workshop will provide both a theoretical background and practical advice on developing an assessment plan that links to the organizational plan.
Participants are encouraged to bring copies of assessment plans and/or strategic plans from their home institutions that will be used in the session’s activities.
Lorie Kloda, Assessment Librarian
McGill University
Kathy Ball, Director of Assessment
and Accountability
McMaster University
Cara Commons, Ted Rogers School of Management

12:30 – 14:00
Lunch round table discussions

14:00 – 15:15
Unbundling the Big Deal (PDF) (PDF)In the past year, four Quebec university libraries – the libraries of the Université de Montréal, Université du Québec à Montréal, Université Sherbooke and Université Laval – undertook large-scale operations for analyzing their periodical collections. To do so, the four institutions called upon Vincent Larivière, associate scientific director of the OST and assistant professor at the School of Library and Information Science of the Université de Montréal to advise them on the methodology to adopt and on performing the analysis. For a number of years, Vincent Larivière has been studying the various impact factors and their relevance in determining the value of scholarly journals. The methodology he has worked on helps identify, for each institution, the core of electronic periodicals that are most valued by the respective communities.
The workshop will be divided into three parts:

Assessing periodicals: the methodology, advantages and limitations (PDF)
Whether to remove from the large sets or not: the Université de Montréal’s experience with Wiley, Science Direct, Sage (PPT)
The issue of index usage statistics, data compilation with Excel, cancelled indexes (PDF)

For more information:
New era for the collections at the Université de Montréal’s libraries (PDF)
http://www.bib.umontreal.ca/collections-nouvelle-ere/
Assessing periodicals that are essential to teaching and research in the UQAM’s faculties and schools
http://www.bibliotheques.uqam.ca/evaluation
Vincent Larivière, professeur
l’École de bibliothéconomie et des sciences de l’information, l’Université de Montréal
Stéphanie Gagnon
Directrice des collections
Université de Montréal
Arnald Desrochers
Bibliothécaire, Service de l’acquisition et du développement des collections
Université du Québec à Montréal
Cara Commons, Ted Rogers School of Management

15:15 – 15:30
Break

15:30 – 17:00
Unbundling the Big Deal (continues)

Evening
Dinner on your own
– Dine around sign-up sheets will be available

Friday October 16, 2015

7:30 – 8:30
Breakfast

8:30am–10:00am
Data Driven Decision Making: Getting There(PPT) (PDF)We collect a lot of data at the library for various purposes (ARL, CARL, accreditation, service level assessment, usage statistics, etc.) and from various sources; but is this data being used to help make decisions or simply to fill in surveys? What data is being collected automatically through our various systems?
In this workshop, we will introduce a method to be more strategic in the collection, analysis and use of data. Together, we will work through a five part strategy for how to tackle data collection for each decision required of your assessment plan (which is linked to your library’s strategic plan). The goal is to learn to leverage the benefit that the data represents.
For best results, come with an issue from your assessment plan that you need to make a decision about.
Liz Hayden, Assessment Librarian
University of Ottawa
Pam Jacobs, Manager of Electronic Resources, University of Guelph
Mattamy Athletic Centre
Alumni Lounge

10:00 – 10:15
Break

10:15 – 11:30
Data Driven Decision Making (continues)

11:30 – 13:00
Lunch
Pickle Barrel
312 Yonge St
(Yonge and Dundas)

13:00 – 14:30
Concurrent Sessions

Guerrilla Assessment or Assessment for the Rest of Us. (PPT) (PDF)

Libraries often need to make decisions on services and operations which can’t wait for, and don’t need, a research study.
Management decisions benefit from testing assumptions already held before moving ahead.
Deciding whether or not to pursue a particular initiative benefits from user input to decide whether or not it’s worth doing.
Tweaking a new web tool with the people who are actually going to use it controls for unhappiness, before the complaints come in.

This workshop will explore how to inform decision using quick guerrilla assessment such as whiteboard polls, observation, focus groups and user testing.We will also talk about how to bolster your decisions by repurposing existing library activity data in ways other than the purposes for which they are collected. We will discuss when guerrilla assessment is appropriate and what methods suit what purposes? We will talk about the surprising secondary benefits of guerrilla assessment. And we’ll discover how we can finally use the good information that is in all those library stats we collect year, after year, after year. And yes, you will have to talk to some people!
Debbie Green, Reference Librarian,
University of Toronto
Lisa Gayhart, User Experience Librarian
University of Toronto
Student Learning Centre
Room 514
Data Visualization (Recording)
Want to step up your visualization game? Sick of staring at Excel charts? This workshop explores why visualizations matter in library assessment and how to tell a story with them. We’ll talk about what makes visualizations effective, and introduce tools and resources to help you on your path to becoming the next Alberto Cairo (spoiler alert: he’s one of the resources!). The presenters will review some of their previous data viz work, and explore why certain visualizations took off and others fell flat. Participants will engage in hands-on visualization activities; it’s recommended that those who are bringing a laptop install Tableau Public.
Jeremy Buhler, Assessment Librarian
University of British Columbia
Kathleen Reed
Assessment and Data Librarian
Vancouver Island University
Student Learning Centre
Room 508

14:30 – 14:45
Break

14:45 – 15:45
Concurrent sessions (continue)
– Guerrilla Assessment
– Data Vizualization

15:45 – 16:00
Heading up to the Balcony: Taking a Strategic and Enterprise-Wide Approach to Assessment PlanningVivian Lewis, University Librarian
McMaster UniversityStudent Learning Centre

2015 Librarians’ Research Institute
2015-06-15 00:00 - 2015-06-18 23:59 | Vancouver, British Columbia, Vancouver, Canada
Date: June 15 – 18, 2015
Location: Vancouver, British Columbia
Program Chair and Peer Mentor: Kristin Hoffmann (Head, Research and Instructional Services, Western University)
Peer Mentors:

Lorie Kloda, Assessment Librarian, McGill University
Cory Laverty, Teaching and Learning Specialist and Head, Education Library, Queen’s University
Kevin Manual, Data Librarian, Ryerson University
Sarah Polkinghorne, Public Services Librarian and Subject Librarian, University of Alberta

2014 Librarians’ Research Institute
2014-06-16 00:00 - 2014-06-19 23:59 | Ottawa, Ontario, Canada
Date: June 16 – 19, 2014
Location: Ottawa, Ontario
Program co-Chair: Heidi LM Jacobs
Program co-Chair and Peer Mentor: Selinda Berg (University of Windsor)
Peer Mentors:

Cara Bradley (Distance Education & Outreach Librarian, University of Regina)
Marwin Britto (Associate Dean/Chief Operating Officer, University of Saskatchewan)
Pascal Lupien (Research Enterprise and Scholarly Communication Librarian, University of Guelph)
Tony Horava (Associate University Librarian – Collections, University of Ottawa)

2013 Canadian Library Assessment Workshop
2013-10-17 00:00 - 2013-10-18 23:59 | Toronto, Ontario, Canada
Date: October 17 – 18, 2013
Location: Toronto, Ontario
The Canadian Association of Research Libraries (CARL) is committed to supporting and developing outcomes-based measures to assist libraries in moving beyond inputs and outputs in order to better demonstrate library impact on research, teaching and learning. Through the delivery of assessment-related programming, information sharing, and support for relevant research, CARL supports members as they use outcomes-based evidence to establish the research library’s return on investment or other measures of its value.
It is with this strategic initiative in mind that CARL and Ryerson University invite you to participate in the Canadian Library Assessment Workshop (CLAW) which will take place in Toronto on October 17 & 18, 2013. This workshop will be of interest to all academic and research libraries engaged in assessment. The program includes:

Idea Generation Sessions led by leaders in the field of assessment covering topics such as assessing information literacy programs, assessing the impact of the library on research and communicating assessment
“Assessment 101,” a facilitated half day session devoted to best practices and assessment basics
An overview of CARL statistics reporting
Contributed posters and a networking reception
Keynote speaker Myles Harrison, Marketing Strategist and Analyst, author of everyday analyticsblog

Participants will leave the workshop with tangible and practical ideas to take back to their libraries. Registration is limited to 50.

> CLAW Program Committee

Liz Hayden (Chair), Assessment Librarian, University of Ottawa
Linda Bedwell, User-Experience & Assessment Librarian, Dalhousie University
Chelsea Garside, Assessment and Statistics Analyst, University of Victoria
Vivian Lewis, Acting University Librarian, McMaster University
Katherine McColgan, Program and Administrative Officer, Canadian Association of Research Libraries
Dana Thomas, Evaluation & Assessment Librarian, Ryerson University

> At A Glance

Thursday, October 17

8:00am–1:00pm
9:00am–10:30am
Registration
Statistical Survey of Canadian Academic and Research Libraries (simultaneous webcast)

10:30am–11:00am
Break

11:00am–12:00pm
Keynote Speaker: Myles Harrison, Marketing Strategist and Analyst, author of everyday analytics blog

12:00pm–1:15pm
Lunch

1:15pm–2:30pm
Assessment 101

2:30pm–2:45pm
Break

2:45pm–4:00pm
Assessment 101 continues

5:00pm–7:00pm
Reception and Poster Session

Friday, October 18

8:00am–9:00am
Breakfast

9:00am–10:30am
Idea Generation Concurrent Sessions

Session 1: Developing an Information Literacy Assessment Plan: Process and Product

Session 2: Assessing the Impact of the Library on Research

10:30am–10:45am
Break

10:45am–12:00pm
Idea Generation Concurrent Sessions continue

12:00pm–1:15pm
Lunch

1:15pm–2:30pm
Exploring the Frontier of Electronic Resources Assessment

2:30pm–2:45pm
Break

2:45pm–4:00pm
Getting the Message Out: Creating A Multi-Directional Approach to Communicating Assessment

4:00pm–4:15pm
Working Together and Closing Remarks

> CLAW Keynote Speaker

Myles Harrison
Marketing Strategist and Analyst, author of everyday analytics blog
As long as he can remember he has always loved two things – math & writing. As a blogger at everyday analytics, his blog about self-tracking, data visualization, and the analytics of everyday life, he is lucky enough to have found a way to combine these two things he loves.
Myles received his applied mathematics degree from the University of Waterloo in 2006 and currently works in consulting in web analytics at SapientNitro, one of Canada’s largest digital marketing agencies. Previously he was employed in systems analysis in the financial sector, as well as by the federal government doing mathematical modeling and numerical computer programming in the field of geophysics.
In his spare time he enjoys sailing, the outdoors, and spending time up north with his family.
W: www.everydayanalytics.ca
E: myles@mylesharrison.com
T: @everydayanalyst
L: linkedin.com/in/mylesharrison
GH: github.com/mylesmharrison

> Full Programme

Thursday, October 17

8:00am–1:00pm9:00am–10:30am
Registration
Statistical Survey of Canadian Academic and Research Libraries (simultaneous webcast)
This session will review the changes made to the annual statistics collection survey, discuss the philosophy behind that changes and what purpose the statistics have to the Canadian academic community. The session will be webcast and will provide an opportunity to review and discuss definitions and collection methodologies to help guide the 2013-2014 collection year.
Cathy Maskell, Associate Dean of the Library, University of Windsor
Lecture Hall, Ted Rogers School of Management

10:30am–11:00am
Break Sponsored by

11:00am–12:00pm
Keynote Speaker: Myles Harrison, Marketing Strategist and Analyst, author of everyday analyticsblogLecture Hall, Ted Rogers School of Management

12:00pm–1:15pm
Lunch

1:15pm–2:30pm
Assessment 101
In a small group discussion format, Library Assessment basics will be introduced, including best practices, training and professional development opportunities, how to organize assessment activities at your library, and some real-life examples from the field.
Shailoo Bedi, Director Academic Commons and Strategic Assessment, University of Victoria
Aaron Lupton, Electronic Resources Librarian, York University
Cara Commons, Room 1-148, Ted Rogers School of Management

2:30pm–2:45pm
Break

2:45pm–4:00pm
Assessment 101 continues

5:00pm–7:00pm
Reception and Poster Session
Join us at the end of the day for a networking and sharing opportunity. There will be a poster session in the reception area. Posters will feature a variety of assessment projects
Library, 4th Floor Lobby

Friday, October 18

8:00am–9:00am
Breakfast

9:00am–10:30am
Idea Generation Concurrent Sessions
During the facilitated discussions, attendees will formulate an assessment plan. The session will include real-life examples for each assessment topic.
Goal: Each attendee will leave the session with a draft assessment plan (workable ideas/solutions/matrix) for how to approach their chosen library assessment topic.

Session 1: Developing an Information Literacy Assessment Plan: Process and Product
Participants will leave with a framework for an information literacy assessment plan designed to progress and sustain continuous information literacy program improvement.
Participants will:

Map critical initiatives and documents impacting information literacy at their campus onto an information literacy assessment plan template in order to reflect the strategic directions of their institution.
Identify the level of learning outcomes needed in order to enable evaluation and implementation of the plan.
Identify how the plan needs to be supported in order to achieve continuous program improvement.

Cory Laverty, Head, Education Library, Queen’s University
Nasser Saleh, Head, Engineering and Science Library, Queen’s University
Cara Commons, Room 1-148, Ted Rogers School of Management

Session 2: Developing a plan to assess the impact of the Library on research being done at the institution
Presentation │Handout Participants will leave with the framework for an assessment plan designed to assess the impact of the library on research being done at the institution. Participants will:

Identify metrics
Create a metrics matrix
Conceive an action plan

Liz Hayden, Assessment Librarian, University of Ottawa
Allison Sivak, Assessment Librarian,
University of Alberta
Lecture Hall, Ted Rogers School of Management

10:30am–10:45am
Break

10:45am–12:00pm
Idea Generation Sessions continue

12:00pm–1:15pm
Lunch

1:15pm–2:30pm
Exploring the Frontier of Electronic Resources Assessment
The world of electronic resources assessment is evolving at a dizzying pace. Join us in this interactive workshop for an overview of the current landscape of electronic resources assessment including standards, tools and projects. We will highlight case studies, review recent applications from the field, and provide participants with the opportunity for individual reflection and discussion.
Dana Thomas, Evaluation & Assessment Librarian, Ryerson University
Anne Smithers, Collections Assessment Librarian, Queen’s University
Klara Maidenberg, Assessment and Evaluation & Virtual Reference Services Librarian, Scholars Portal, Ontario Council of University Libraries
Cara Commons, Room 1-148, Ted Rogers School of Management

2:30pm–2:45pm
Break

2:45pm–4:00pm
Getting the Message Out: Creating A Multi-Directional Approach to Communicating Assessment Even the most effective assessment program is meaningless if no one knows about it. Learn effective techniques for sharing the results of your assessment efforts with your library’s leadership group and with staff colleagues. Explore strategies for communicating the results of your work to the larger campus and beyond.
Vivian Lewis, University Librarian,
McMaster University
Lecture Hall, Ted Rogers School of Management

4:00pm–4:15pm
Working Together and Closing Remarks
Lecture Hall, Ted Rogers School of Management

2013 Librarians’ Research Institute
2013-06-17 00:00 - 23:59
Program Chair: Selinda Berg (University of Windsor)
Educator Consultant: Dr. Gloria Leckie (Professor Emeritus, FIMS)
Peer Mentors:

Cara Bradley (Distance Education & Outreach Librarian, University of Regina)
Kristin Hoffmann (Head, Research & Instructional Services, The University of Western Ontario)
Mary Kandiuk (Visual Arts, Design & Theatre Librarian, York University)
Denise Koufogiannakis (Collections and Acquisitions Coordinator, University of Alberta)
Selinda Berg (Clinical Medicine Librarian, University of Windsor, and 2013 LRI Program Chair)

Planning Committee Members:

Cynthia Archer (York University)
Sylvie Belzile (Université de Sherbrooke)
Selinda Berg (University of Windsor)
Lorraine Busby (Memorial University of Newfoundland)
Dede Dawson (University of Saskatchewan)
Kathleen DeLong (University of Alberta)
Gwendolyn Ebbett (University of Windsor)
Joyce Garnett (Western University)
Vivian Lewis (McMaster University)
Katherine McColgan (CARL)
William Sgrazutti (University of Regina)
Vicki Williamson (University of Saskatchewan)

2012 Librarians’ Research Institute
2012-07-11 00:00 - 23:59
Program Chair: Selinda Berg (University of Windsor)
Educator Consultant: Dr. Gloria Leckie (Professor Emeritus, FIMS)
Peer Mentors:

Karen Bordonaro (Brock University)
K. Alix Hayden (University of Calgary)
Kristin Hoffmann (University of Western Ontario)
Heidi LM Jacobs (University of Windsor)
Denise Koufogiannakis (University of Alberta)
Cory Laverty (Queen’s University)
Nasser Saleh (Queen’s University)

Planning Committee Members:

Selinda Berg (University of Windsor)
Gwendolyn Ebbett (University of Windsor)
Heidi LM Jacobs (University of Windsor)
Vivian Lewis (McMaster University)
Katherine McColgan (CARL)
Vicki Williamson (University of Saskatchewan)
Virginia Wilson (University of Saskatchewan)
