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Friday, December 29, 2023

Report on Provincial Library Service in Ontario by W. Stewart Wallace (1957)

Report on Provincial Library Service in Ontario by W. Stewart Wallace. Toronto: Ontario Department of Education, January 1957. 62 p. with six appendices published between 1944–55.

Cover Provincial Library Service in Ontario

By the early 1950s, the plans originally made for postwar library reconstruction ideas were only partially achieved in Ontario and Canada. Passage of the National Library Act of 1952 and the official recognition of W. Kaye Lamb as National Librarian were the most successful endeavours. After 1945, the Ontario Library Association (OLA) relied on briefs and presented development plans based on ideas prevalent during the war’s reconstruction phase. The Ontario Department of Education had improved its grant formulas and regulations, introduced certification of librarians, amended older legislation, and added staff to its provincial library branch directed by Angus Mowat. Despite these improvements for local services, there was evident disenchantment with the 1946 grant formula that issued lesser amounts for more populous municipalities. In the case of Toronto, an arbitrary $50,000 ceiling in the early 1950s limited the board to about a quarter of what it could expect to receive, i.e. almost $200,000. Also, plans for coordinated regional or metropolitan types of service voiced in the OLA’s briefs and discussed at conferences had not taken root in legislative provisions.

In the face of this perceived inactivity, the OLA’s Provincial Library Committee report of 1952 became its most important postwar response. It was an elaboration of OLA’s 1944-45 briefs on what a ‘Provincial Library’ could do and how it might function. It was a call for further study. Many in the library field believed promotion of larger units of service—consolidation of smaller libraries into townships, free counties, and regional libraries—might be a better strategy than forming a central, provincial library, likely in Toronto. However, in 1954 at OLA’s Kitchener conference, the decision was made to prioritize a ‘Provincial Library.’ Other provinces had formed Provincial Libraries that offered direct book services and encouraged regional services because it was an efficient way to deliver services from Victoria, Regina, and Halifax. In May 1956, the Minister of Education announced that W. Stewart Wallace, who had retired as chief librarian at the University of Toronto in 1954, would conduct a study of Ontario public libraries. It was felt that Dr. Wallace’s lengthy experience and knowledge of library collections in Toronto could be beneficial in creating a plan for Ontario’s development. He was instructed to:
(a) to study the need for a Provincial Library Service in Ontario;
(b) to survey the probable requirements of such a Service;
(c) to study the present operation of similar Library Services in other provinces of Canada and certain states in the United States; and
(e) to report findings and make recommendations to the Honourable the Minister of Education before the close of the fiscal year.
Given his limited time frame, Dr. Wallace chose to focus on incremental solutions. His personal survey eschewed social science methodology and statistical analysis. The report he returned at the end of the year exhibited many features inherent in earlier 20th-century library studies.

The concept of a large, central library (or system of libraries) had persisted since the OLA’s wartime Reconstruction Committee, which Dr. Wallace had chaired, proposed the Provincial Library model in March 1944. On exploring libraries in other Canadian provinces, he realized that more extensive, recently released reports had led to divergent outcomes. Two provinces, New Brunswick and Manitoba, had commissioned library surveys shortly before 1956. In New Brunswick, Peter Grossman reported in 1953 that a regional system of libraries was necessary, enabled by improved legislation and the appointment of a director of provincial library services. As a result, New Brunswick revamped its Library Services Act in 1954 to promote regional library systems. To the west, in Manitoba, a survey over an extended period, 1953-55, summarized by George Noble, led to a decentralized system whereby the Legislative Library assumed control of public library legislation. Library extension work (the open shelf system and travelling libraries) became part of the University of Manitoba. Thus, Manitoba divided authority for library development.  Across Canada, library administrative structures and services reflected the reality of different social, cultural, and economic conditions.

Dr. Wallace admitted his travels and interviews only reached a “small fraction” of Ontario’s libraries, but he felt he had visited a representative number. He also interviewed public library leaders, such as Angus Mowat and Freda Waldon. He came to reject the concept of an extensive, centralized Provincial Library and suggested the Department of Education provide more direction with four basic recommendations:
 1. The current Public Libraries Branch under the direction of Angus Mowat should be renamed Provincial Library Service (PLS) and the Director of Public Library Service be retitled Director of PLS;
 2. The proposed Director of PLS should inaugurate an interlibrary loan system to serve smaller libraries, and an “Open Shelf” system (books-by-mail on request from the PLS) to areas without library service in Ontario;
 3. The staff in the proposed PLS should be increased by adding (a) an inspector of public and regional libraries, (b) a provincial children’s librarian, and (c) at least three additional assistants to staff the new interloan and open shelf services; and
 4. Improved accommodation for the PLS, located at Huron Street in Toronto, should be expanded and refitted to facilitate the augmented duties and tasks of the proposed PLS.

The Wallace Report details

The Wallace report recommendations were hardly sweeping by any means. From the outset, the report stressed continuity because a provincial library service already existed: “What those who have been advocating a Provincial Library or a Provincial Library Service have had in mind has not been, it would seem, something wholly new, but an extension and development of services already in existence.” (p. 9) Further, the recent development of the National Library at Ottawa after 1953 had brought on “radical” change: “To build in Toronto a Provincial Library which would duplicate on a provincial scale the resources of the National Library would seem to be, to a large extent, a needless duplication.” (p. 14) When Dr. Wallace factored in the resources of a dozen of Toronto’s largest libraries (e.g., the University of Toronto and Toronto Public Library) holding about three million volumes, he concluded that building “a brand new Provincial Library in Toronto” would result in needless duplication within the city itself. He listed some of the larger city libraries, observing that their resources should be available by interloan to other Ontario libraries (p. 19-20). He felt accumulating book stocks in a new central provincial library building would waste money.

Organizing services for the public, rather than building and administering a central collection in Toronto, should become the primary goal.  In this regard, Dr. Wallace followed New Brunswick’s example by rejecting the concept of having the Legislative Library, with approximately 140,000 volumes, as the nucleus for a central provincial collection: “The functions of the Legislative Library are so different from those of what is now the Public Libraries Branch that they have little in common.” (p. 15) The Legislative Library should concentrate on serving the elected members at Queen’s Park and the civil service. Its historic function of providing books to schools and teachers—a task it inherited from the Dept. of Education—could be “ironed out” in a new arrangement with the proposed PLS. Similarly, Wallace cast off the idea for the Toronto Public Library to serve as a core for a provincial library or service by arguing “that the administrative difficulties involved in tacking a provincial institution on to a municipal library would be far from negligible.” (p. 19)

Dr. Wallace felt that coordination of services, not collection building, should be the foremost responsibility of the PLS: it should be augmented by the addition of two inspectors, one for children’s services and one for county or regional libraries. These were not new recommendations—the Department of Education’s Hope Commission had made them in 1950. Two submissions made to Dr. Wallace from the OLA and the Canadian Library Association supported adding a children’s librarian to provide professional guidance (report appendices E and F). While Wallace was firm about the basic need for a children’s coordinator in the PLS, he was less certain about the success of regional library co-operatives. “Not only in Ontario, but in other provinces as well, I cannot help wondering whether the results have always been commensurate with the efforts put forth by those who have struggled (like missionaries trying to convert the heathen) to get regional libraries started. ... Nonetheless, he recommended the appointment of an officer of the PLS to foster the growth and development of regional libraries. (p. 17-18)

In sum, the Wallace Report on the department’s administration of public libraries did not break new ground. It removed the older notion, never clearly accepted, about a central Provincial Library in Toronto and followed the model of separating the Legislative Library from public libraries. The report did introduce some new provincial services—interlibrary loans and the open shelf system, a clearing house for requests, and book supply to communities with inadequate (or no) library services. The mechanics of how a provincial interlibrary loan system would operate were outside Dr. Wallace’s mandate, but he contemplated using a dedicated teleprinter service between the library branch and the National Library rather than establishing a separate union catalogue for Toronto libraries. In fact, by July 1957, a new telex low-speed data network for the transmission of messages would be in place on a Canada-wide basis, but Wallace lightheartedly admitted, “I am old-fashioned enough to believe a telephone in Toronto could solve the problem.” (p. 23). He also briefly reflected on fees for interloans, which librarians would return to many times in subsequent decades. He realized attempting to serve more than a million people without library service by better use of travelling libraries was quite a challenge. Establishing an “open shelf” system in Ontario would necessitate enlarged quarters in the building now occupied by the Public Libraries Branch (at 206 Huron St.), an increased appropriation for books, and an increased staff. The Travelling Libraries Division of the Branch could probably look after the “open shelf” system since they would presumably be using a common book-stock, but at least one new assistant should be appointed... (p. 24-25). The report concluded the immediate cost to the Department of Education would be only $30,000 a year: $20,000 for salaries of new employees and $10,000 for books, equipment, supplies, etc.

The Department of Education received Dr. Wallace’s Report at the start of 1957. At the OLA’s May 1957 annual meeting held in Toronto, the Minister of Education praised Dr. Wallace’s report and assured delegates the government would advance the cause of libraries. Angus Mowat digested the issues in the Wallace Report and submitted six of his own recommendations “at the least possible cost” later in 1957:
1. Enabling legislation for county public libraries based on existing municipal legislation with the expectation that counties would work closely with cities and towns, thereby superseding the existing county co-operatives;
2. Appointment of an Assistant Director of Public Library Service to promote and supervise county and regional library work and to assist with the administration of the Public Libraries Act and general promotion of service;
3. Appointment of a Supervisor of Children’s Library Service to select books for the travelling libraries and assist smaller libraries to develop their services;
4. Provincial funding for a regional library demonstration in northern Ontario for three years, after which local authorities would assume a “fair share” of financing;
5. Establishment of a system of interlibrary lending with the library branch providing coordination of requests and shipments. There would be compensation for larger libraries for lending books. Increased staffing and enlargement of the Travelling Libraries collection at Huron Street would also be necessary to fill requests;
6. After building up a sufficient stock of books and providing additional accommodation for the library branch, the open shelf system for Ontario could be implemented.

The Ontario Public Libraries Branch is Strengthened

In due course, recommendations concerning the Wallace Report were implemented in stages. In April 1958, The Minister of Education, W.J. Dunlop, met with OLA’s Provincial Library Committee to review the Wallace report. It was agreed that the Report would be distributed at OLA’s annual meeting at Kingston and that two departmental appointments would be forthcoming. William A. Roedde (BLS, McGill, 1951) was introduced as the new Assistant Director of Public Library Service specializing in regional services at the end of May. Later, in the summer, Barbara J. Smith (BLS, Toronto, 1953), who had experience at Oshawa with children’s work, became Supervisor of Children’s Library Service. For its part, OLA established a special committee on library legislation and set to work examining how to encourage more substantial units of service and improve library service.

By the start of 1959, the revamped Public Libraries Branch was progressing toward implementing the Wallace report. In April 1959, W.J. Dunlop provided authorization for a grant of $30,000, thereby establishing a regional demonstration in Cochrane and Timiskaming districts, the Northeastern Regional Library Co-operative. The responsibility of these regional co-operatives was limited to helping member libraries by simply distributing books. Other improvements, such as strengthening reference services or coordinating interlibrary loan activity, was not contemplated. To prepare for the implementation of the open shelf service, expanded travelling libraries and an interloan system, space requirements and financial estimates were prepared to expand the Huron Street headquarters. A change of name to “Provincial Library Service” was approved to go into effect on 1 April 1959. The remaining Wallace report recommendations could be implemented during subsequent legislative years when more satisfactory accommodations were attained for travelling libraries and staff. In the Legislature, the Minister introduced The Public Libraries Amendment Act of 1959 to allow the formation of free county libraries and larger union boards. It received its third reading in March 1959. Further creation of county co-operatives under the older 1947 legislation was suspended. Now, a county library could be established when seventy-five percent of the municipalities asked a county council to pass an authorizing bylaw. Transitioning older co-operatives to county systems with a single tax base and responsibility for providing services to all parts of a county was a progressive step that had taken a long time to achieve. Simple administrative advantages, such as a single county library card, might be at hand. The legislation did not include the formation of regional co-operatives in southern counties—this particular legal amendment would not occur until 1963.

On balance, the Wallace report (combined with Angus Mowat’s subsequent proposals) was a modest success. Its importance lay not in its actual recommendations but its stimulus for the Department of Education to enact new legislation and bolster the small PLS in Toronto. Indeed, the report’s legacy was short. The concept of travelling libraries and an Open Shelf service would soon become outdated in the 1960s and eventually abandoned after a disastrous fire destroyed half of the book stock at the PLS headquarters in 1963.  As well, the National Library in Ottawa would supplant any idea of forming a Provincial Library in Toronto. The issue of regional systems mainly supported by provincial grants would eventually be enacted in 1966. The study by Dr. Wallace was a progressive step forward but a small one.

The Wallace Report has been digitized and is available on the Internet Archive.

Saturday, December 09, 2023

In Solidarity: Academic Librarian Labour Activism and Union Participation in Canada (2014)

In Solidarity: Academic Librarian Labour Activism and Union Participation in Canada ed. by Jennifer Dekker and Mary Kandiuk. Sacramento, California: Library Juice Press, 2014; viii, 355 p., illus.

Collective action by faculty and librarians and their diverse organizations and associations has traditionally dealt mostly with academic standards and professional goals. With respect to economic issues, professors and librarians historically have engaged in individualistic pursuits. Until the 1970s, focused work to improve economic conditions was not considered appropriate activity for university or college faculty and librarians. The spectre of “trade unionism” loomed large at many campus meetings aimed at discussing collective action and improving salaries and working conditions. A further complication during this formative period—librarians’ predilection for creating associations no matter how small in membership—also impeded coordinated action towards certified and non-certified bargaining units (aka, special plans). However, after Canadian federal civil service workers attained collective bargaining rights and the ability to strike in 1967, the concept of public sector unions gained increased acceptance and faculty associations began to choose a familiar path of collective action.

It is within this background that In Solidarity delves into various challenging issues that academic librarians have engaged with over the years. The fifteen articles in this book are divided into four parts: (1) the historical development of labour organization of academic librarians; (2) case histories from various institutions; (3) current issues in labour activism and unionization; and (4) the practical complications and challenges that labour issues present in libraries. This general-specific pattern of articles in alternate sections is useful because context is provided, and the nitty-gritty of labour activism in the library profession (known chiefly for its conservative elements) on Canadian campuses is addressed for a various subjects and alternative analysis.

Chapter outline of In Solidarity

The two editors, Jennifer Dekker (University of Ottawa) and Mary Kandiuk (York University), provide a short introduction to the text and introduce the broader aspects of the volume, especially the common experiences of librarians relating to unionization. Labour activism can subdivide into many particular topics: salaries, benefits, pensions, general working conditions, workplace security (aka, deprofessionalization), librarian workload, promotions, tenure, job classification, academic status, grievances, and even can be termed professional matters, like defining ranks, seniority, collegial governance, and general terminology (e.g., the transition over time from “professional librarian” to “academic librarian”).

The first section offers two papers:  Leona Jacobs traces the history of academic status and labour organizing for Canadian academic librarians. and Jennifer Dekker’s exploration of the crucial part the Canadian Association of University Teachers (CAUT) played in academic librarians’ escape from the campus isolation of a “library ghetto.” CAUT’s acceptance of librarians as partners in faculty associations in the 1970s was a fundamental step forward because the vast majority of university libraries only provided a few dozen positions for librarians and little (or no) bargaining power on campus. In contrast, other predominantly female campus professionals, such as nurses, could rely on provincial or national organizations for assistance. These accounts of librarians’ struggles for recognition demonstrate the fragile and fractured nature of collective action across Canada during the past half-century and provide valuable background for three other chapters.

The second part of the book features three case histories. These accounts highlight the earlier papers and explore issues at different institutions in more detail.  Martha Attridge Bufton outlines gender and status issues at Carleton University from 1948-75, a brief presentation based on her more detailed thesis. Harriet M. Sonne de Torrens discusses the quest for academic rights and recognition at the University of Toronto, a story of determination on the part of rank-and-file librarians after a mid-1970s mini-revolution. Two college librarians, Robin Inskip and David Jones, outline a successful effort to organize and achieve parity within the ranks of Ontario post-secondary college teachers and faculty. These articles offer insight into conflicts between administrators, faculty, and librarians that occurred during attempts to organize and provide a coherent voice for librarians at their home institutions. Not every campaign was successful because the recognition of librarians was often disputed.

The third section featuring collaborative articles by librarians from different parts of Canada, provides insight into contemporary issues that librarians continue to grapple with in an academic setting. Academic librarians are partners in the post-secondary sector, and this raises a variety of topics discussed by the contributors. The role of librarians as teachers, researchers and community members is one feature. Another is librarians as faculty association participants, a condition of representing minority views and priorities within a broader, more complex context. Collective agreements are studied in another paper, along with an examination of the complaints and collegiality of determining what the “quiet librarian” would do or think.

The final section presents four case studies emphasizing the broader issues in practice today concerning librarian rights and responsibilities in various campus situations. A strike at the Western University in London highlights conflicts in a library setting. Success and failure in labour organizing (including one paper that reveals resistance to unionization in the state of Louisiana) unfolds in this section, followed by the issue of collegial self-governance with the establishment of a Library Council at Brock University (CAUT has long supported the concept of library councils but their formation has been hampered by local considerations for decades).

Readers will find there are several takeaways from reading In Solidarity. One easy conclusion is that working conditions and status for librarians vary greatly in Canadian academic institutions. The case studies illustrate that the terminology for academic status or academic freedom is often defined differently in collective agreements. Nor are the requirements for research and service consistent by any means. Faculty views on the academic status of librarianship are also inconsistent. Further, although librarians are usually members of faculty associations, their level of participation and success is necessarily limited by their small numbers: The chapter on “The Mouse that Roared” is a descriptive epithet that does not apply in all cases.  The articles present arguments favouring strengthening academic status and participation in faculty associations.

While there is a complicated legacy and contemporary challenges inherent in contractual issues involving librarian workloads and academic participation, the general trend presented in these pages is a positive one, even though Jennifer Dekker worries at the outset that “the gains librarians made in the 1970s and 1980s are being dialed back today.” Of course, a review of the history of librarian labour activity shows that opposition to collective bargaining and academic advancement has existed for many years. The recent (i.e., after 2000) attacks on the rights of academic librarians (including unjustified terminations) at Canadian universities and colleges follow this entrenched “tradition,” but are no less painful in particular situations.

The literature on librarian unionization and collective bargaining in any Canadian setting—schools, government, post-secondary or public libraries—is sparse, so In Solidarity is a welcome addition. This collection is a worthwhile effort to document librarian union participation and activism, telling the story in many cases from a first-hand perspective, and offering helpful examples of successful action.

Sunday, October 08, 2023

William Austin Mahoney: A Prolific Canadian Carnegie Library Architect

At the beginning of the twentieth century, Andrew Carnegie began dispensing grants to Ontario libraries. Many ambitious cities and towns submitted a request for assistance. One important requisite that Carnegie demanded was that the library be “free” that is, open at the point of entry free of charge—there would no longer be a subscription for membership. This condition would make it eligible for a specific amount from its municipality according to Ontario’s public library legislation. More than a hundred communities followed through and received grants.

One architect from Guelph, Ontario, William A. Mahoney (born 16 Sept. 1872 and died 13 Oct. 1952) designed fifteen buildings across the province. This short history looks at Mahoney’s buildings and their subsequent development until the period of the Second World War, especially in connection with Angus Mowat, who inspected most of Mahoney’s buildings and reported on their status about a quarter-century after they originally opened. There were examples of progressive and struggling libraries in Mahoney’s grouping prior to 1945.

William Mahoney’s contribution to the Carnegie architectural history of Canadian libraries was large in number but small in terms of interior design and exterior features. His preference for simple, square, classical buildings with raised first floors requiring staired entrances, and open floor plans suited the building period and size of grants that the Carnegie corporation favoured for smaller towns across Canada, especially in Ontario. For his exteriors he followed the neoclassical style associated with the École des Beaux Arts in Paris which was in vogue across North America when he opened his office in Guelph. There were two basic exterior types of neoclassical style: a columned temple entrance with a triangular pedimented roof or a columned arch entrance divided into one or more bays which supported the roof line. In the interiors there were high ceilings, wooden shelving and chairs, oak floors, stained glass in a few windows, busts of famous literary figures, and fireplaces along with radiators to provide heating. Separate reading rooms for women and men were not uncommon. Spacing and reading for children for limited.

For the most part, Mahoney’s ideas were in accord with changing principles for library buildings. In the leaflet published in 1910, Notes on the Erection of Library B[u]ildings, James Bertram, the secretary of the Carnegie Corporation, introduced the open library concept wishing to receive a promise of funding. The Notes were intended for buildings in small communities or city branches. Bertram stressed simplicity: rectangular, one-storey buildings, undivided rooms, low ceilings, few restrictions separating readers from books, and unpretentious exteriors. Bertram personally inspected potential designs for libraries before authorizing funding. Fortunately, Mahoney’s plans usually passed muster. Mahoney continued a successful practice, building schools and commercial buildings for many years until his retirement. Seven of his buildings continue in use as libraries in 2023.

A testament to Mahoney's design concepts came from Angus Mowat, the Ontario Inspector of Public Libraries from 1937 to 1960, about thirty years after the libraries opened. The Inspector found most of Mahoney's libraries were still generally community assets, although crowded and in need of extensions or interior reorganization. One suggestion, used in a number of Carnegie buildings in the following decades, was to house children's sections in basement rooms that had being planned for other uses. Another testament to William Mahoneys success as an architect is that many of his buildings remain in use more than a century after their construction, surely a notable achievement.

My PowerPoint presentation was originally planned for the Port Hope Public Library in 2023, but due to illness I was unable to attend and I have reproduced it here in JPEG format.

A complete listing of William Mahoney’s buildings is at the website, Biographical Dictionary of Architects in Canada 1800–1950.

 Some of my earlier blogs on Carnegie library buildings:

Brantford, 1904

Brockville, 1904

Photo Essay on Ontario's Edwardian Libraries (1989) 

More Carnegie library buildings in Ontario are available at my previous website, Libraries Today, from the 1990s — The Ontario Library Photo Gallery — stored on the Wayback Machine of the Internet Archive.

My chapter on Carnegie Philanthropy (pp. 165–203) appears in Free Books for All: The Public Library Movement in Ontario, 1850–1930 (1994) which is available on the Internet Archive.

 



















 

Friday, September 01, 2023

Parents of Invention (2011) by Christopher Brown-Syed

Parents of Invention: The Development of Library Automation Systems in the Late 20th Century by Christopher Brown-Syed; foreword by W. David Penniman and conclusion by Louise O’Neil. Santa Barbara, California: Libraries Unlimited, 2011; xxi, 145 p., illus. ISBN: 978-1-59158-792-7 (paperback).

In Parents of Invention, Christopher Brown-Syed recounts developments in library automation from the 1970s to the 1990s, an important era in library computing dominated by what came to be called the integrated library system (ILS). After earning a BA at York University, Brown-Syed began his career with the emerging library vendors Plessey (a British firm that introduced an early version of the barcode) and Geac Computer Corp. (founded in Toronto in 1971). He knew firsthand about the revolution of circulation and catalogue functions that took place in libraries during this transformational period. Later, he turned to an academic career teaching at library graduate schools in the United States, at Wayne State and Buffalo, and earned his PhD in Library and Information Sciences at the University of Toronto in 1996. His dissertation, “From CLANN to UNILINC: An Automated Library Consortium from a Soft Systems Perspective,” reviewed the development of networking in Australia. Unfortunately, Brown-Syed died unexpectedly in March 2012 while he was teaching at Seneca College in Toronto.

Brown-Syed organized his historical account around interviews of librarians, computer programmers, and salespersons. He provides a Canadian perspective even though many of the fifteen contributors he interviewed are from the UK and Australia. There is a brief forward by David Penniman and a concluding chapter by Louise O'Neill (McGill University), who discusses important developments in library automation and the digital library, such as open-source software, open access, discovery tools, and Web 2.0. We learn how the “parents of invention”—librarians and vendors working collaboratively—implemented new technologies to improve library operations in technical services, and ultimately in public reference contexts. Parents of Invention unfolds in eight chapters as the author discusses the challenges facing early ILS vendors during the period of mini-computer dominance. Vendors and tech-minded librarians collaborated closely in a competitive marketplace and automated environment that changed libraries forever.

Chapter outline of Parents of Invention

(1) Origin of Magic. The ILS first appeared in the mainframe era of computers: with the development of MARC (machine-readable cataloguing) standards it seemed possible to mechanize many aspects of a library. It was a magic of sorts that needed to be unravelled for computers to create records and share them between libraries. As mini-computers came into vogue, the Canadian firm, Geac, became a leader in this pioneer development. Networking became a logical library activity, and new acronyms, now well known, appeared: OCLC (Ohio College Library Center), WLN (Western Library Network), RLIN (Research Libraries Information Network), etc. Eventually, the mini-computer triumphed, and a new era of commercialization and innovation took hold.
(2) Customers' Perspectives. Brown-Syed outlines customers views on ILS based on many interviews with clients in Australia. He provides background comments on library automation and networking using CLANN (later UNILINK) as an example. CLANN allowed libraries access to mainframe computing, thus introducing automation locally. While computerized searching of external mainframes continued, the introduction of cd-rom technology permitted libraries to begin mounting databases locally on workstations (e.g., ERIC) and end their reliance on expensive online searches through dial-up access to DIALOG or BRS.
(3) At the Interface: Librarians and Vendor Environment. Librarians working for automation firms were an essential aspect throughout this period. Some had considerable library experience and would eventually take positions with Geac and Plessey. Previous success and an ability to travel and connect with people were essential ingredients. Managerial ability was another quality: some librarians became project managers for short periods, a challenging task but a satisfying experience.
(4) The Nature of the Vendor's Work. The author summarizes many interviews with the observation, “It is doubtful that they (the ILS vendors) could have operated successfully had employees not been willing to work long hours, to set and keep their own schedules, and to travel so widely when required to do so.” (p. 55) Workers, mostly tech-savvy computer professionals, were willing to go the extra mile to get the job done.
(5) On Company Time. The nature of work, collegial attachments, the ever-changing work environment, and personal satisfaction is outlined through many comments and Brown-Syed’s own experience. Employees learned to be flexible and accommodate schedules and travel.
(6) Transformations. Geac reached its peak in the 1980s. The Geac System 9000, the successor to the more limited Geac 8000 with fewer dedicated terminals, was introduced in the late 1980s for large libraries. “Turnkey” systems had truly arrived. The chapter gives insight into many details, such as batch processing, computer coding, bibliographic data, computer peripherals, circulation transactions, requests for upgrades, and so on. But the companies that included hardware and software expanded ILS capabilities beyond circulation to include acquisitions, serials control, cataloguing, etc.
(7) Consolidation and Lasting Achievements. The business of automation ultimately led to the rise and fall of innovative firms, such as Plessey, CLSI, and Geac. The introduction of microcomputers changed the business model for companies that relied to a great extent on hardware sales. Open-source development and the advent of Linux, Java, and Python also reduced customers’ costs. These improvements spelled the transition to a new era in ILS development. By the late 1990s, ILSs were including library users through OPACs (Online Public Access Catalogues) and web-based portals on the Internet. Despite the changing landscape for ILS firms and their employees, ILS sales continued to proliferate as library automation spread to every type of library, small or large.
(8) The Future of Library Technology. Louise O’Neil provides a concluding chapter about significant developments in library automation and the digital library, such as the Internet, open-source software, open access, and Web 2.0.

“The development of the ILS was a remarkable collaborative effort, in which designers and librarians as customers played often interchangeable roles. That process continues, but with new challenges and opportunities taking the fore.” (p. 127). In the 21st century, the Internet allows many small client machines and larger servers to distribute workloads. Users have home access to online catalogues or library databases to view their loans or find records on their topics of choice. The computing environment has completely changed. The personable interactions of librarians and corporate employees we encounter in Parents of Invention are an experience of the past.

Brown-Syed concludes by observing that the super mini-computer was perhaps a ‘sunset phenomenon,’ the like of which we will not see again, although we can learn from the history of its development and the dedicated efforts of ILS library and vendor pioneers.

Saturday, July 08, 2023

INTELLECTUAL FREEDOM STATEMENT: THE INSTITUTE OF PROFESSIONAL LIBRARIANS OF ONTARIO, APRIL 1972

In the 1950s and early 1960s, Ontario librarians began to believe they should have a separate provincial body to speak for ‘professional librarians’ on issues related to unions, library boards, and governments. In 1958, the Institute of Professional Librarians became a section within the Ontario Library Association. Two years later, in 1960, the IPL sought incorporation and became an independent organization. This separation was followed by private legislation in 1963, An Act Respecting the Institute of Professional Librarians of Ontario. Through the 1960s, IPLO served as a clearing house for professional information, helped its members (about 300 by 1970) with employment conditions, offered workshops, and published a newsletter and then a journal to keep members informed of its activities on current issues

Membership in IPLO required librarians to have a bachelor’s degree from a recognized university as well as a postgraduate degree from a library school (usually a BLS) accredited by the Canadian and American Library Association or training which the Institute's Registration Committee considered equivalent to a postgraduate library science degree. Older librarians who did not possess these qualifications before 1960 also gained admission. However, IPLO began to face difficult financial conditions in the early 1970s because there was a legislated maximum membership fee and declining membership. New library science graduates considered IPLO outmoded, a remnant of unsuccessful efforts to achieve independent professional standing. Librarians were becoming more vocal about working conditions, low salaries, and sex bias in management. Academic librarians were collaborating with faculty unions and public librarians were joining the Canadian Union of Public Employees. In 1976, the Institute came to an end. Greg Linnell recounts its story in detail: his article can be downloaded at one of my earlier blogs in 2009: https://libraries-today.blogspot.com/2009/04/.

IPLO was reasonably active in the field of working conditions. The Institute developed general guidelines for employment, drafted sample contracts for individuals, and set forth guidelines for grievance procedures. A code of ethics for librarians was adopted, and briefs were presented to the provincial government on various issues. One notable statement appeared in 1972: a statement on intellectual freedom. There were already two statements by the Ontario and Canadian library associations that were readily available for libraries, but the IPLO Board of Directors and general membership felt a need to address certain issues that were librarian oriented. IPLO had engaged with two newly established colleges, Conestoga and St. Lawrence, in 1970, about issues arising from intellectual freedom. In the case of Conestoga College, while an IPLO committee found insufficient evidence to support a charge of censorship of materials even though three librarians had resigned in September 1970, citing cancellation of an underground magazine, The East Village Other. The committee recommended that the college prepare a written statement on the role of the library and that the librarian prepare a statement on its book selection policies. Two years later, IPLO emphasized the need for more explicit selection standards and librarians’ responsibility to resist censorship when it issued the following policy.

STATEMENT ON INTELLECTUAL FREEDOM

Adopted by the membership at its Annual Meeting on April 22, 1972

The Institute of Professional Librarians of Ontario affirms that library service is based upon the fundamental right of citizens to freedom of speech and the underlying tenet of a democracy that a citizen has the right to choose courses of action, public or private. In order that a democracy />function, the citizenry must have free and unhindered access to information and ideas as presented in a variety of media.

The I.P.L.O. therefore asserts:

1. that a professional librarian will take steps to establish a meaningful materials selection policy for the institution or constituency he serves, and that within the limit of the library’s particular function the librarian will select materials in a manner to avoid the undue influence of opinions of the selectors, to represent a variety of opinions or approaches and to assert that materials will not be rejected because of the race, nationality or political, religious or unpopular views of the creator or because the materials may be considered as depicting the ugly, shocking or unedifying in life.

2. that the censorship of materials is not a valid activity for a librarian, library management or library board.

3. that attempts to curtail access to library materials, or to withdraw books or other materials from library circulation by individuals or groups must be resisted, and that librarians under such pressure should seek the support of fellow professionals, through their professional organization.

4. that the professional librarian will seek to encourage the climate of intellectual freedom and freedom of access to library materials and that he will adhere to the I.P.L.O’s Code of Ethics and to procedures as outlined in the I.P.L.O. guidelines for handling grievances where these concern censorship and intellectual freedom.

5. that no member of the I.P.L.O. shall knowingly apply for or accept a position in an institution which has consistently yielded to pressure to censor, withdraw, or restrict access to materials for citizens’ use or which subscribes to such policies in either a formal or informal manner.

The statement was directed to IPLO’s members in public, academic, school, and special libraries and it differed in some respects from other associations, e.g., there was no reference to the use of library facilities. The statement referred to IPLO’s policies in one instance (clause 4) and in another (clause 2) included library trustees (virtually all who were ineligible to join IPLO). It called for the formal creation of collection policies to guide book selectors and inform administrators and the public about collection development in its broader context.

IPLO was not reluctant to rely on its newly adopted statement. In December 1972, it issued a press release criticizing letters issued by the municipal council of Pembroke to other Ontario municipalities for stricter enforcement of censorship. Of course, it cited its new policy; however, the statement was only in effect for four years until the Institute’s demise in 1976 and did not influence librarianship in Ontario in the way IPLO intended, e.g., ethical guidance. However, the idea of policies for collection development, while not original, would become standard practice in subsequent decades.