 Thank you everybody. I'm really looking forward to spending some days with you as some of you might remember. Susan and I were here last year and it's really thanks to John that we're here and really pleased to be on the program as well. So about 18 months ago I guess John reached out with the concept of the International Alliance of Research Library Associations and it's great to get together at this international level and I have to say that I think it really has influenced the thinking in Canada and what we're going to be talking about today with the Canadian Roadmap for advancing scholarly communications and John's talk earlier today too where he was mentioning the research library commons is certainly a theme throughout all of this where really I think what we're thinking of is we've called it a global knowledge commons. So I'll talk about the context and rationale for all of this and tell you a little bit about the roadmap objectives and then Susan is going to run through three of our areas that we're focusing on. We're next for repositories this morning when there was a comment about no fire alarms are planned. We actually had a fire alarm at our event for repository so I'm hoping that this doesn't evoke that here. Okay so first of all just a little bit about Carl as you might know we are Canada's 31 largest research libraries 29 of those are in academic libraries in our research intensive universities and we have two federal institutions the Library and Archives Canada and the National Research Council's National Science Library. So we are not really a service organization in the sense of doing licensing for example we have the Canadian Research Knowledge Network that does that aspect of our work. What we are is really a leadership organization that's trying to think of ways that we can really enhance our members capacity and leadership in this environment and to promote a public policy environment in which libraries research and open scholarship will thrive. So it's really that open scholarship theme that we're talking about here today and a little bit about Canada. I'm sure many of you recognize our Prime Minister Justin Trudeau. We had a change in government in 2015 and it really made a huge difference in our research library landscape. We went from feeling that really science and research were not high on the agenda to feeling that they really are and we've seen an increased investment in research. We have a national science advisor which is great. Open government was actually a concept that did begin with an earlier government but it really has teeth now and we've seen things like the reinstatement of the long form census which we all applauded and there's multiple consultations underway we're waiting for the results of the fundamental science review there's an innovation agenda that we've been able to feed into with our thoughts about digital infrastructure. Canadian heritage is looking at Canadian content in a digital age and John mentioned the leadership council on digital infrastructure that I'm a member of as the president of CARL. It's a really interesting group in thinking about the difference between Canada and the UK. We haven't had something like JISC. We haven't had at a national level a group that brings us together to think about things like our high-speed networks or our compute capacity or how we manage research data so we've been working in the last while with this group to try and map that landscape and to think about ways that really we need to speak with one voice I think is the theme that the minister of science has certainly asked us to do to really affect change in this environment so it's a useful landscape and I should say too that really it is the sense of openness I think that gives us a lot of optimism so this is Trudeau's cabinet and we were all very pleased when he announced it about the gender equity diversity and very well qualified which was nice so just a couple of examples here you have the minister of innovation science and economic development in the red turban there you have in the green dress our environment and climate change minister who is a lawyer so we have a very well qualified cabinet and a sense of people who really care about what is going to happen in our landscape at the so that's the national level and then at the level of our own institutions we have very encouraging commentary one of my favorite administrators is the president at McMaster University he used to be at Queens which is why he's one of my favorites but he he wrote in the media last week is this headline parochialism and protectionism are the enemies of enlightenment and he just went on with a very nice thought piece saying our universities like our society are only enriched and strengthened by diversity of opinions academic disciplines and people we commit ourselves to protecting the free flow of ideas and to opposing hatred and intolerance in all its forms so this is the landscape that we're in we're feeling optimistic about Canada being open and about Canada having a real pride in that openness so getting now down to this scholarly communications roadmap about a year ago Karl put out a white paper called Canadian universities and sustainable publishing and I was thinking about this in the Libra presentation about just that word sustainable and how we were actually pretty deliberate in using that we certainly are envisioning an open environment but we wanted to emphasize that we understand that our role is truly make that sustainable we also just wanted to think about this sort of transformative moment that we felt we were in where a lot has happened with various converging factors with digital technology with libraries playing a greater role in that technology things like hosting open journal systems the move towards policies for open access we had just seen that happen in Canada and then this pressure I think when when John was talking about Ross Atkinson this struck me that this growing pressure of the oligopoly of international academic publishers and the financial constraints of university budgets so I gave a lot of talks about this paper over the last year and to people in my own university various groups and also to a couple of national groups of vice-principals research and provosts and what I always found interesting was that it was this slide that impressed them the most and this is because it's all about the money and you can all do this slide in your institutions I'm sure where this is my own institution saying that almost half of our acquisitions budget is spent on the big five so Elsevier Wiley Taylor and Francis Springer and Sage are in the small pie graph on the right and this was just to say that this is not in our control we actually are in this big deal environment where those costs continue to rise and to eat up our flexibility so this seemed to resonate to certainly resonated with our senate and others and I'm I'm hoping that it resonates as we enter plan B which I actually like to call a plan A I think so following the white paper as I said we engage with a number of different groups there was some interest in developing a statement of principles we're still optimistic that that will come out of our provost group each of our institutions I think is doing the same kind of thing that I'm doing where we're raising awareness interesting was the Canadian publishers reaction of a fear of being painted with the same brush as as the big five and what you know our reaction to that was don't worry what we're trying to do is actually build a sustainable environment for Canadian publishing we want Canadian publishers to survive so all of that encouragement led to the idea of the roadmap and this was something we started in July last year just with a small working group to really try to tie together these ideas in a way that's felt very systematic so basically we want to have this vision of open sustainable effective and innovative scholarly communication system very importantly governed and managed by the scholarly community and it reflects a substantial role for Canadian academic libraries so yes what value do libraries add to this so really essentially our thinking here is that we want to collaborate with other stakeholders in Canada identify support and support and promote ideas with other regions like you working to change cultures and local practices and then launching pilot projects and Susan's going to talk about a few of those as a way to really do something very concrete in this landscape so I won't of course have time to talk about each of the objectives but just wanted to put them up on the screen and say this is only a five page document very easy and accessible to read I'll give you one example of how we drill down so the number three lower the economic barriers to the creation and dissemination of academic publications we also have an action plan that we're working on that has for that item three things we're going to develop a rationale for why this is important and share that with our car members we're going to develop a framework for sharing licensing costs in the Canadian context so we have two members who have done this routinely and we want to learn from that and encourage others to do that and then create and publish a joint statement about transparency and licensing perhaps as part of the IRLA so I think I'm going to leave it there but just to say that we realize that none of these elements is in itself groundbreaking but we feel that deep systemic challenges need to be addressed in a methodical manner from these multiple angles and through incremental steps and we were encouraged in the IRLA meetings yesterday to think about how we might use this to compare what each of our associations is doing basically what are we doing in these five areas and how could we work together to affect some disruptive change yes so I speak to a few example activities that advance the roadmap objectives so as Martha mentioned in the area of sustainable affordable and preferably open access there are activities on the IR's front on the licensing part and on this notion of supporting home growth publishing so in terms of what would be roadmap item 3.4 the wording is there on the screen we held a national forum late last fall and it was held in association with a manager's repository manager's meeting as well so one day was repository manager's meeting and the and the next day was a director's plus one so it was all the car directors and the managers together a really good meeting actually and it was done in conjunction with core and and so in terms of outcomes there were certainly two major areas identified for repository development they're not particularly surprising improve the functionality of repositories with a focus on interoperability and interconnectedness and support and encourage the development of value added services so services on top of repositories such as peer review and usage master measures and tools so some specific ideas that we will now be pursuing we will certainly be doing something with metrics and I learned a little bit about that this morning at the research library's partnership meeting so that was good and we're going to start a small group that will will consider that we're going to look at best practices for collection development so see you know whether they're all on the same page whether they're sort of there are anything to be learned in terms of strengthening the content that's in the repositories we will look at the notion of a national aggregation service we don't have that at the moment we do have a comprehensive landscape of repositories but but nothing bringing them together for access and discovery and we're going to look to strengthen the community of practice and one of the things that I would say this day did achieve was this sort of reinvigoration of a institutional repository's managers community that was maybe feeling a little tired with open access it's hard working and and so I think it was really good for that so and certainly core sort of felt that this was a model day and and and the documentation for the report and so on are available on our website in terms of scholarly communications working groups so this is the second initiative that we thought we should mention in terms of it because it has a collaboration aspect to it so this is working the notion is to work with Canadian journals to develop and assess and adopt sustainable open access funding models so here we convened a multi-stakeholder group and and sort of asked them to establish a shared vision principles and goals that will act as a framework for advanced robust sustainable collaborative models in the in the dissemination of the Canadian scholarly record so I should say that in Canada we have some solid support for especially journal publishing in our at the moment we host Simon Fraser University pkp open journal systems and have a long experience there with John Alinsky and that approach to open access um we have out of Quebec a platform called Erudy which is providing um it's a long-standing platform for for Quebec mainly French language journals in the social science humanities but with a growing a a growing a list of journals and the federal government has recently invested quite heavily in in Erudy to to a value of 3.5 million pounds so um and we have a we have a science publisher Canadian science publishing that that is sort of fairly innovative and looking towards um some open access we have 15 university presses two of them now being fully open access another sort of experiment so we we we've brought everybody together and and and what we see I think is that the key accomplishment really at this point and it's only in process it's issued a an interim report is is that simply this sort of re-establishment of of trust and dialogue and getting to know each other again because open access is kind of tricky on both sides and the the conversation got a little bit fraught and um and so it's been really good for for information sharing and and what they're trying to do they've looked carefully at some of the initiatives and trying to assess whether there are initiatives that could sort of accelerate and the transition to open access so we've looked at whether a scholarly publishing cooperative would make sense perhaps as an evolution of Erudy and PKP working together whether extending the license we have a licensing approach to Erudy through CRKN at the moment whether scope three is a model they look carefully at all of these things uh so the group has issued an interim report outlining principles at this point they they might not seem like much but but they are progress in point of fact so they've outlined six principles uh non-profit so the notion everybody agrees on pretty much is to reinvest you know revenues back into the system uh high quality so very much supporting the notion of peer review and so on made in Canada in so far as nurturing official languages and trying again to to draw on the strengths that we have uh building on strength is another one um and maximizing openness so we have a little trouble with the notion of away as a term to carry forward the publishers don't necessarily see that entirely but we keep sort of saying well we're really aiming that way and this is sustainable publishing in an open access context so we don't know really whether the discussions will coalesce around something you know new and bold but but it's a sort of case of nothing ventured nothing gained and we do see that there is there's been value in bringing bringing together the communities in a collaborative sense uh the last initiative we thought to mention um is is a big one for us uh let me just change my slide here we go uh Quartage which is our initiative related to research data management so in this in the roadmap it's it's relatively small thing in our lives it's actually a relatively big thing and we have a director we have attracted new funding from our members specifically for Quartage to sustain it for a couple of more years as we try to um position it in in the landscape and and attract the funding that it it requires uh so Quartage generally it was meant to build capacity and build some infrastructure uh that is uh well positioning libraries for their role in research data management in our country so we are working with a whole bunch of stakeholders and it's kind of neat to so we have it in our in our um in our steering committee and advisory committee and also just you know a whole bunch of in fact it's the same members who are at the leadership council that Martha mentioned earlier so high capacity at the high capacity network organization the high performance computing organization national associations of research administrators and ethics boards uh our four regional library consortia our grantee councils and in fact even the DCC is there because we we released a tool um called DMP assistant and that was based on the the DCC uh data management planning tool um so the at the top left on the corner is the leadership council Martha's talked about that so I won't but uh but one of the things that's really interesting is that whilst the government is going to invest in research infrastructure we're almost positive and uh and what's interesting is that what you've seen is because of Quartage because it's well articulated um the library uh voice at the table is a very respected one and and we're beginning to feel that there's you know there's really is hope that the that we as a as a community will get some money and that we'll sort of sort of watch organization and what's it called and and and how does the government's governance play out and so on so okay so Quartage goals I foster a community of practice um you know build a do some development of RDM infrastructure and engage an advocate for RDM with stakeholder communities those are the goals and I'm just going to say a little bit about developments in each of those so in terms of community of practice uh we have expert groups active at the moment on on planning on training on curation on discovery on preservation and what we're calling research intelligence which is more or less just understanding the research community and what it needs um we have uh we have a training program in development we've hired a half-time training officer um and we have about 60 professionals that deployed and playing playing different roles in these in these groups and we're involved with Compute Canada they brought 1.3 million dollar no 1.3 million pound investment to the table to develop a kind of preservation pipeline and the first big part of infrastructure that we need for the country and uh so our experts are more sort of contributing expertise to this process and preservation curation and discovery groups are all contributing so that um is uh is making quite good progress in terms of infrastructure that's really the second thing on this list that I mentioned so that is the Federated Research Data Repository it's joint software development as I mentioned and it will have some some really good core features uh um it's sort of already at alpha state alpha uh stage for testing a federated storage model a federated support model it will be nationally integrated it will be scalable it will have a good discovery layer it will provide a preservation workflow um it will be suitable for a broad range of data types it will be available to for researchers to use directly or through the libraries it will have uh both data and metadata ingestion and access control mechanisms so that is the the the big infrastructure undertaking that we have right now we have got quite a lot of mileage out of the DMP assistance assistant already and that is like I mentioned a lot of thanks to the DCC for that um and we have a project now um for what we're calling Data Board Dataverse North and thirdly on the community engagement side of things um it's been really interesting that Chuck Humphrey our Director of Portage he's a well-known expert in uh in in data management in our country and and he we've ended up having um contracts with the funding agencies to test um piloting uh piloting the use of of of the data management planning tool within the context of funded research and and also you know getting getting uh uh some training modules in as well so it's been really good for um for the respect between the the government officials that are funding research and their their respect for libraries has been really useful that way uh there is a working group just starting on the ethical treatment of data and um and there's some work being done to look to uh tie DMP through the administrative the research application process um we have some work as well going on that we're participating into a whole a whole bunch of organizations are collaborating now as well to start up at our consortium so um and then I mentioned the uh the the leadership council again so there there's a portage website it has some of our key documents and some of the guidance and the access to the assessment assistant and it will eventually have access to the the federated research data repository as well so um in conclusion I I think what we would say is that we're we're seeing the roadmap as a way of framing structuring prioritizing and hopefully accelerating or driving our activities uh as we try to shape the broad complex and multifaceted challenge of scholarly communication but it has a big dependency on how well we can collaborate