1. ORLO: Early Adopter Stories
Show and Tell Event
6 November 2018

2. Overview of the ORLO solution
ORLO stands for Oxford Reading Lists Online and is the University’s new digital reading list solution
It uses the platform provided by Talis Aspire which is integrated with Single Sign On, Library Management Systems (LMS) and Oxford.
ORLO is a dynamic resource discovery tool so we are making it easy for you to reach it:
Stand alone
As part of Oxford
Keeping it simple – start with “out of the box/vanilla”. Basing changes to “out of the box” on feedback from the Early Adopters and other users in the future.

3. Our Early Adopters
15 Early Adopter Departments/Faculties across all divisions as well as from Continuing Education and Oxford Learning Institute.
5 of our early adopters are also early adopters for Oxford.
Approx. 300 lists for
In conversation with 4 colleges – watch this space!

4. Project update Early Adopter phase (cross-divisional):
User Acceptance Testing + populate with 2017/18 lists following training for libraries (by end July 18)
Update reading lists for the start of the 2018/19 academic year following training for academics (by end Aug 18)
Provision reading lists (by end Sep 18)
Use and evaluate the service throughout Michaelmas Term and then Hilary Term, including support model
Fine-tune the service based on the feedback received (Jan - March19)
Create a plan for a structured and sustainable staged University wide roll-out from 2019 (by February 19) implementation of which is subject to a successful early adopter phase.

5. Post the link online or email /present in Canvas
Once published/republished, the list becomes available either to the world or to those with Oxford SSO as specified at the time of creating.
Journey of a Reading List
Publish / Re-publish
Post the link online or /present in Canvas
Create
Edit
Students know where to find a list.
Library
Fulfillment
Review
Acquisitions
Materials
Procured
ORLO reading lists are “live” and can be edited at any time as required. Don’t forget to re-publish!
Approx. 6 Weeks
A dialogue may be required between the Academic and Library Staff

6. Post the link online or email /present in Canvas
Academic/
On behalf of Academic
Model 1
Hands on Academic
Publish / Re-publish
Post the link online or /present in Canvas
Academic
Create
Edit
Library
Fulfillment
Review
Academic
Academic
Content bookmarked from Word/PDF list or Bibliographic s/w import (RIS Import) e.g. EndNote, Zotero
Training required for an academic (30 mins) – typically provided by the subject librarian at the academic’s office.

7. Post the link online or email /present in Canvas
Academic/
On behalf of Academic
Model 2
Assisted Academic
Publish / Re-publish
Post the link online or /present in Canvas
Academic
Create
Edit
Library
Fulfillment
Review
On behalf of Academic
Academic
By prior agreement between Department/Faculty and their Library. e.g. Project, Administrator, TA, PhD student, Library
Content bookmarked from Word/PDF list or Bibliographic s/w import (RIS Import) e.g. EndNote, Zotero
Training required for an academic (20 mins) - typically provided by the subject librarian at the academic’s office.

8. Post the link online or email /present in Canvas
Academic/
On behalf of Academic
Model 3
Light Touch Academic
Publish / Re-publish
Post the link online or /present in Canvas
On behalf of Academic
Create
Review & Sign Off
Library
Fulfillment
Review
On behalf of Academic
Academic
By prior agreement between Department/Faculty and their Library. e.g. Project, Administrator, TA, PhD student, Library
Content bookmarked from Word/PDF list or Bibliographic s/w import (RIS Import) e.g. EndNote, Zotero
No training required for an academic but they still need to be set up on the system.

9. Digitisation Requests
Scan
& Upload on ORLO
Arrangements differ across Departments/Faculties and Libraries. .
Accepted
Request
Automatic CLA check by ORLO
Accepted
Review by CLA trained staff
Other options
Rejected
Rejected
Done during creating/editing a list
If no more than 1 chapter or 10% of a text is required

10. Support Framework and Responsibilities
As with other Resource Discovery Tools at the Bodleian Libraries we will define our support according to a 4 Tier Model:
TIER
DESCRIPTION
Tier 0 – Self Help
FAQs, guides & online tutorials
Tier 1 – Library staff
Dept. on-boarding, training of academics and administrators, fulfillment review, acquisitions
Tier 2 –
Train-the trainer, events to promote ORLO
ALS
Integration, Hierarchy and application level queries
BDLSS
Tier 3 – Supplier
SAAS delivery and core system support

11. Our Speakers Today Paul Jepson (Academic)* David Pyle (Academic)
James Shaw and Angela Carritt (Bodleian)
Mishtooni Bose (Academic) and Helen Scott (Bodleian)
John Francis (Administrator)*
Kate Blackmon (Academic)*
Carly Sibilia* (Student)
Josiane (Josie) Segar* (Student)