The Collaborative Futures Mini Conference is an opportunity to share knowledge and learn about best practices for collaborative library technologies and projects.
Watch recordings of Collaborative Futures Mini Conferences to learn how OCUL members are making data discoverable, managing shared e-resources, implementing new technology systems and more.
2026 Collaborative Futures Mini Conference
- Date: Tuesday, July 7
- Time: 9 a.m.-12 p.m. Eastern Time
- Format: Online via Zoom
REGISTER for the Mini Conference
The Collaborative Futures Mini Conference brings together library experts to share their learnings and experiences working with Alma, Primo and the Omni academic search tool.
Attendance is free and open to any Ontario university or college library worker.
The event will be recorded and automated captioning will be available.
Conference Agenda
| Time | Presentation | Speaker |
| 9-9:15 a.m. | Welcome and Opening Remarks | Nicole Nolan, Chair of the Collaborative Futures Steering Committee and University Librarian at Brock University |
| 9:15-9:30 a.m. | The PDF Pitstop: Tuning up File Accessibility In the November 2024 release, “Conditional Automatic Forwarding of Document Delivery” was added to Alma. While quality, OCR-processed PDFs are the standard for ILL chapters and articles, this feature enabled staff to intervene on file delivery where the patron requires additional accessibility remediation to make the file fully usable. This became fondly known among OCUL as the "PDF Pitstop." The PDF Pitstop was tested and configured by the Alma Resource Sharing Working Group, and McMaster University Libraries implemented promptly, adding a new stop on the route to resource sharing file accessibility. In this presentation, we’ll share our local processes for operationalizing the Pitstop for eligible students, as well as insights from our first year of activity. | Crystal Mills, Nancy Waite, and Adam Snively (McMaster University) |
| 9:30-9:45 a.m. | Widening the table: Collaboratively responding to accessibility issues in a shared library service platform The American Library Association’s code of ethics recognizes academic libraries are expected to dismantle barriers that impede users with disabilities from benefiting from what libraries have to offer. Within the Ontario Council of University Libraries (OCUL) there are numerous initiatives that strive to meet this expectation. Situated in the OCUL Collaborative Futures project, this presentation examines an initiative to respond to accessibility issues in our shared library service platform. Members of the Collaborative Futures Accessibility subcommittee will describe the “accessibility monitoring table.” The table lists complex accessibility problems that have been reported and include resources to support individuals in understanding, assessing, and responding to the issues. The table aims to allow for tracking complex issues, to progressively advance their resolution, and to ensure their complex nature does not result in their unresolved status from becoming “normalized” as the expected behaviour of a library service platform. In this presentation, we describe the current design of the table, how it aims to support responders, and its limitations. We hope that individuals and groups within Collaborative Futures universities (and beyond) will recognize opportunities the table provides for responding to barriers that impact users with disabilities. | Mark Weiler (Wilfrid Laurier University), Catie Sahadath (Ontario Tech University), Dan Sich (Western University), and Lynne Serviss (McMaster University) |
| 9:45-10:15 a.m. | A license to lend: Supporting whole e-book interlibrary loan in Alma and Primo As the University of Toronto Libraries (UTL) moves further down the path of e-preferred collection practices, we are also making a concerted effort to assert favourable interlibrary loan license terms when undertaking negotiations for e-book packages, resulting in a growing corpus of e-books we can now make available for full-text and DRM (digital rights management)-free interlibrary loan. To date, UTL has successfully negotiated whole e-book lending terms with 5 major publishers, with approximately 290,000 titles being made available for full-text and DRM-free interlibrary loan. In this presentation, we will discuss how we elected to represent these new license terms in Alma and Primo, and will demonstrate how these e-books are ultimately made available to borrowing libraries using Alma Resource Sharing. Attendees will leave with examples and configurations that can be made in Alma to support e-book ILL. We will also discuss our vision for the growth of our e-book lending program and the challenges that persist. | Harjinder Rana and Erin Calhoun (University of Toronto) |
| 10:15-10:30 a.m. | Break | |
| 10:30-10:45 a.m. | Slow Cataloguing for Rare Books: Remediating and Enhancing Records for the Bertrand Russell Library Collection McMaster University holds the archives and personal books of the British philosopher and pacifist Bertrand Russell (1872-1970). In my talk, I will describe a long-term project to remediate and enhance the Bib Records for Russell Library books according to rare material cataloguing standards. Strategies include reimporting records from OCLC, adding 561 and 563 fields for provenance and binding, including controlled vocabulary terms in the 655 field, and adding name authorities for former owners, binders, printers, and publishers. Although more rapid and larger-scale interventions like batch editing can be helpful, rare materials cataloguing requires close examination of the physical books and often necessitates a record-by-record approach. I hope to spark more discussion of how OCUL institutions are approaching the work of describing rare materials in Alma/Primo. | Ruth-Ellen St. Onge (McMaster University) |
| 10:45-11:15 a.m. | Invoicing: EDI versus AI This presentation will explore the set up and workflows of electronic data interchange (EDI) invoicing with major vendors versus the new feature in Alma to scan and use AI to create an invoice. | Sharon Whittle and Matt Thomas (Wilfrid Laurier University) |
| 11:15-11:45 a.m. | NDE from the other side: What I know now The University of Toronto was one of the first Institutions to go live with the new Primo Next Discovery Experience (NDE) user interface. In this session, I’ll talk a little bit about our reasons for going live so early, some lessons we learned along the way, and what I wish I’d known before we started! | Susan Bond (University of Toronto) |
| 11:45-11:55 a.m. | Question & Answer Period | |
| 11:55 a.m.-12 p.m. | Closing Remarks | Anika Ervin-Ward (OCUL) |
2025 Collaborative Futures Mini Conference
Presentations:
- Carleton University's "Better Record" Project: Sharing Progress and Future Goals
- Presenter: Kevin Burke, Carleton University
- Burke - Presentation Slides (PDF)
- OCUL Interlibrary Loan Request Form Update
- Presenter: Michael Walker, OCUL
- Walker - Presentation Slides (PDF)
- All of our problems: Summarizing 3 years of Brock's Omni "Report a Problem" form
- Presenter: John Dingle, Brock University
- Dingle - Presentation Slides (PDF)
- Making claims count: Enhancing workflow efficiency using Alma's claims list
- Presenters: Courtney Bremer and Melissa St. Marie, University of Waterloo
- Bremer & St. Marie - Presentation Slides (PDF)
- Is deduping a kind of overlap analysis? Can you model it in Analytics?
- Presenter: Susan Bond, University of Toronto
- Bond - Presentation Slides (PDF)
2024 Collaborative Futures Mini Conference
Presentations:
- Combining data fields of multiple subject areas in Alma Analytics using SQL Join (Nirmal Prasad, University of Waterloo)
- Maximizing E-Collection Management Efficiency with Community Zone Updates Task List (Iman El Gamal and Andrea Bee, University of Guelph)
- Why are there so many M&M boxes on the third floor? (Matthew Fesnak, Paige Roman and Cameron Wheaton, McMaster University)
- Big Picture of Alma Workflows: Dissection in Alma Workflows post migration & pandemic (Johanna Whitson and Alexa Evans, University of Waterloo)
- Improving accessible discovery and reading experiences: Collaborating to integrate a “Get Alternate Format” link into Primo VE brief records (Mark Weiler, Wilfrid Laurier University; Bart Kawula, Scholars Portal; and Nancy Waite, McMaster University)
- LendIT, the all-in-one solution for self-serve: The overall experience at uOttawa (Marie-Hélène Tanguay-Bérubé, University of Ottawa)
2023 Collaborative Futures Mini Conference
Presentations:
- Making Data Discoverable: Connecting Omni to Dataverse and Beyond (Danica Evering and Wei Zhang, McMaster University)
- Harvesting eCampusOntario Open Library Collections (Tuan Nguyen, York University)
- Alphabet Soup: AtoM into Omni through OAI-PMH (Jeremy Heil and Henry Han, Queen's University)
- Failed Jobs: Import Data to PrimoVE - Institutional Repository Edition (Christina Zoricic and Alie Visser, Western University)
- Resource Sharing Clues: Charting the Statistical World of ILL (Crystal Mills, Western University)
- Selecting Alma Digital for Digital Asset Management (Carolyn Sullivan, University of Ottawa)
- Shall the shelves remain ever the same? (Adam Taves, William Denton and Patti Ryan, York University)
2022 Collaborative Futures Mini Conference
Presentations:
- A Bit Beyond the Basics: Three Helpful Tips for Using Alma Analytics (Megan Burke and Dylan Weltman, Queen's University)
- That Datasyncing Feeling (Geoff Sinclair, Trent University)
- Floating a Collection (Geoff Sinclair, Trent University)
- Enabling Open Library Covers API (Carolyn Sullivan, University of Ottawa)
- The Power of Power Automate (Daniel Andrade, Brock University)
- OCUL/CF Evidence-Based Acquisitions (Jax Cato and Shawn Hendrikx, Western University)
- Bridging the Distance with Omni/Rialto (Gisella Scalese, Chris Tomasini and Kim Vallee, Lakehead University)
- Using Alma and Primo to enable Marrakesh Treaty Fulfillments: An Interim Report (Pascal Calarco, University of Windsor and ARL/CARL Visiting Program Officer)
For More Information
Please email ocul-cf@ocul.on.ca with any questions about the Mini Conference.