1. Reading List Management My Unit Readings using Talis Aspire
Helen Bronleigh
Coordinator, Digital Library Services
Murdoch University Library

2. My Unit Readings
Hosted reading list management system using Talis Aspire software
Reading Lists
Digitised Content
My Unit Readings is a hosted resource list management system supplied by Talis Education Ltd. It consists of two modules:
Reading Lists
Provide an easy way for academic staff to create and manage their own reading lists using online and print resources from the Library Catalogue, databases, websites, YouTube, etc.
Uses a bookmarking tool to harvest metadata and create list items
uses a simple drag and drop interface to build reading lists efficiently
Digitised Content
a digitisation request management system which integrates seamlessly with reading lists, and manages copyright compliance in accordance with the University’s CA licence.

3. Unit reserve list: items in Reserve or eReserve
Background
Previous model:
eReserve: Repository for all digitized text-based copyright materials required for student course work
Unit reserve list: items in Reserve or eReserve
LMS reading list: all other material, may include links to Reserve and eReserve.
Students may have multiple reading lists with limited integration
Includes digitised text based copyright materials, but not links to online resources such as journal articles, websites and videos. This type of material may be listed separately in Moodle.
Limited integration with Moodle.
Out-dated management system for Reserve and eReserve
Manual process for checking copyright compliance
Manual submission of requests
Limited options for sorting or grouping readings
Time consuming and complex for academic staff and library staff
TA provides a single unified list of all readings required for a unit.

4. Requirements System which provides:
Easy way for academic staff to create and manage their own reading lists
Easier management of copyright compliance for academic and library staff
Improved experience for students and academic staff.
An opportunity arose in September 2014 to acquire funding for a new system to manage ereserve. Business case put forward, and approved for implementation of a pilot project in semester one 2015, followed by full rollout during 2015.

5. Original Approach
Get academic staff involved in creating reading lists from the start.
Create reading lists from scratch – no bulk import
Subject librarians to be the primary avenue of support
Enquiry & Lending Services (ELS) staff to focus on digitisation and copyright compliance

6. The Reality It’s more complicated
ELS staff transfer existing eReserve lists and digitised material
New lists – subject librarians arrange consultation with academics
If comfortable, academics create reading lists
If not, ELS staff create reading lists
Process of transferring existing lists more complex than anticipated, so library staff have taken over the transfer process. This is not yet complete, with S still to do.
Academic staff vary in their willingness and capacity to create and manage their own lists, and we soon realised we need to pull back on our original aim of having them all managing their own lists.

7. Project phase workflows
ELS staff
Transfer list from eReserve
Transfer digitised content
Advise Reference Librarians
Reference Librarians
Contact unit coordinator
Hand over list ownership
Provide basic training
Unit Coordinators
Organise list
Add additional material
Add links in LMS

8. New Lists workflows Reference Librarians Unit Coordinator ELS Staff
Contact unit coordinator
Set up and provide basic training
Unit Coordinator
ELS Staff
Process digitisation requests
Create own lists
Submit digitisation requests
Add links in LMS
ELS Staff
Create lists
Submit digitisation requests
Unit Coordinator
Add link to LMS unit

9. Accepted – submitter notified, ELS staff process
Digitised Content
Requests submitted from Reading Lists
Chapter, section of book, article
Copyright clearance check - CA
Accepted – submitter notified, ELS staff process
Referred – ELS staff review, refer to Copyright Coordinator if required
Checks electronic access via link resolver
Not possible to submit other document types at the moment.

10. Rollover Existing lists rolled over to the following teaching period
Digitised Content links maintained
Previous teaching period list archived
Managed by Digital Library Services team

11. CA survey Report generated from Talis Aspire Digitised Content
Incidental artwork download
Limited manipulation of data required
Missing metadata
Student numbers

12. Issues and complexities
Multiple teaching periods
Multiple teaching modes, eg OUA
OpenURL linking and open access
eBooks
Single/multi-user user licences
EBL process different
We have semesters, onshore and offshore trimesters, Summer units, Winter units, as well as 4 OUA teaching periods. This enables us to make digitations available for specific times which in theory reduces copyright clashes with the 10% or 1 chapter of a book rule. However, this means you also have to roll over multiple times.
Also, what do you do with units which run in semester 1 and semester 2? Or OUA SP1 and SP3? Do you just put them up for the whole year?
What do you do with a unit which is Semester 1 the first year, and Semester 2 the following year? Rollover requires all units for teaching period to be done at once.
We have waivered on the best way to manage teaching periods, and we are tending towards fewer rather than more periods. Eg, full year for units taught in multiple teaching periods.
Similarly, multiple teaching modes present problems. What do you do with a unit which is taught onshore in semester 1, in Singapore in the May trimester, and via OUA in study period 3? Some unit coordinators want separate lists for each mode; others are happy to have the one list for all. Once again, this complicates the rollover process.
Open URL linking does not work well with open access resources, with links often not going to article level. We can’t switch it off selectively, so have made the decision to switch if off altogether for the time being. Article linking relies on DOI linking or a direct web address when DOIs are not available.
eBooks – we have encouraged unit coordinators to list ebooks if available rather than print versions, but problems can arise with single user licence ebooks. We have put in place a process to identify single user licence ebooks, and replace them if possible with perpetual access or multi-user licence versions. EBL ebooks have the added complexity of requiring a different process to bookmark and add to a reading list, due to a variation in authentication methods.

13. Impact on Library Staff
Process of creating lists easier
Digitisation workflows automated, audit trail
Copyright compliance simplified
Workload
CA reporting simplified
Process of creating lists easier – bookmarking tool rather than creating catalogue records
Digitisation workflows automated, accountable
Copyright compliance simplified
Workload – has increased during the implementation phase, as staff have had to learn a new system, as well as maintain the old system for a time. But we expect this to settle down once we have finished transferring all lists into the new system.
Still some docs which can’t be added – lecture notes, so we havent been able to completely replace the old system.

14. Still to do Acquisitions integration - not yet implemented
Refining digitisation workflows
Additional resources for academic staff
Acquisitions integration - not yet implemented
Refining digitisation workflows - for example setting up additional stages in the digitisation process to help track document delivery requests.
I would like to develop additional training resources for academic staff, to assist them to become more comfortable with managing their own reading lists.

15. Questions?