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					March 26, 2007
Toronto
                 Data
                 collaboration
                 in Ontario:
                 Some
                 practical
                 issues
Agenda
1. Taxonomy Conversion – timeline,
   process, and tools
2. Eliminating duplicate records
3. Working in French and English
4. InformOntario's new Naming
   Standard
5. Next steps in Ontario data
   standards
                                     2
Why the Canadian Taxonomy
of Human Services?
• Based on AIRS/INFO LINE Taxonomy of
  Human Services
• Foundation for 211 and database collaboration
• Pan-Canadian and bilingual
• Detailed definitions for precise searching
• 8600 terms help bridge gaps between service
  sectors, encouraging collaboration
• Hierarchical structure facilitates comparison of
  referral statistics for reporting purposes
• Existing Canadian (and some Ontario) users,
  ongoing editorial and administrative support
                                                     3
Taxonomy Project to date

• English language Canadian version of the
  Taxonomy completed in 2006 with pan-
  Canadian input
• French language work has begun and will be
  completed end of 2007
• Sublicensing agreement between 211LA
  County (INFO LINE) and InformCanada signed
• 211Ontario.ca project supporting conversion in
  Ontario (40 local data partners with 60,000
  programs)
• Interface in CIOC completed to handle both
  English and French Taxonomy versions
                                                   4
Ongoing maintenance

• InformCanada will be official custodian
  and steward for the Canadian
  Taxonomy
• Ongoing English and French editors
  working with editorial groups and the
  211LA editor
• Eventual goal of 211LA is to create
  endowment to support Taxonomy and
  make it available free to any subscriber
• Estimated annual cost in Canada
  $80,000 ($ from subscriptions, special
  projects, in-kind donation of staff)
                                             5
Next steps

• Complete French language version in
  2007
• Manage Ontario conversion process by
  March 2008
• Encourage adoption in other parts of
  Canada
• Will become a standard for 211 in
  Canada as in the U.S.
• Explore interest expressed by various
  parts of municipal, provincial and federal
  governments

                                           6
Conversion in Ontario

• RFP process complete, recipients
  notified, funds out in May
• Taxonomy business plan approved by
  InformCanada, allowing for bulk
  subscriptions to be covered for Ontario
  subscribers for 2007, low introductory
  subscription rate bundled with
  AIRS/InformCanada/InformOntario
  memberships from 2008-2010
• Subscription page at InformCanada
  website to be completed in April


                                            7
Ontario conversion timeline

• Training the trainers – tomorrow!
• Taxonomy “starter set” - April
• Taxonomy data loaded into CIOC:
  early May
• Regional workshops: mid-May/mid-
  June
• We begin! mid-June 2007
• We finish! March 2008
                                  8
Support during conversion

• AIRS online Taxonomy introduction course
  (www.airs.org)
• Help to install the Taxonomy xml file into the
  CIOC interface
• Regional workshops
• Ontario starter set of about 1200 terms
• Thesaurus to Taxonomy manual crosswalk
• Discussion board for posing problems and
  finding joint solutions
• 9-5 phone helpdesk during conversion (June
  2007-March 2008)


                                                   9
Demonstration of tools

• Taxonomy section on partners web
  site - demo
• Taxonomy discussion boards -
  demo
• Ontario Starter Taxonomy - demo
• Crosswalk reference guide - demo
• Help Desk – demo?
• CIOC software - demo
                                 10
Taxonomy process
• Once data is loaded into software
  and people are trained, then . . .
  – work section by section?
  – work record by record?
  – mixture of the above?




                                       11
Taxonomy contacts
John Allec, Manager, Information Resources
Findhelp Information Services
416-392-4572
jallec@findhelp.ca

Corinne Gallois, Coordinator, French Services
Findhelp Information Services
416-392-4698
cgallois@findhelp.ca

Deb Woods, Taxonomy Project Manager
705-721-0736
deborahwoods@rogers.ca



                                                12
2. Eliminating Duplicates

• 30% of our records duplicate our
  neighbours’ records
• 211Ontario.ca uses a simple geographic
  method to choose records
• Taxonomy: only convert your “local” set
• Spring 2008: multi-way sharing . . . and
  the deletion of the 30%!
  – via Findhelp?
  – via regional file sharing?

                                         13
Eliminating Duplicates
• Nov 2006: Findhelp exported 14 test
  records
  – feedback?
• 2007: exchange among data partners to
  be two-way (import/export)
• CIOC XML Sharing Format makes it
  easy
• But CIOC users need an Import Server
  in Halton!

                                        14
Eliminating Duplicates
• CIOC Import allows control over
  fields
  – e.g. Findhelp maintains PUB field,
    MEMO field and French views for
    certain partners
• Helps with standardization
  – Naming Standard
  – Style Guide
  – Data partners website
                                         15
3. Working in French and English

• Findhelp committed to expanding
  bilingual capabilities in 2003-2006
  strategic plan, has increased
  French-speaking editors, is
  translating more copies of partner
  records, and is exporting
  translated records back to data
  partners for partial local
  maintenance
                                        16
French
• The Community Information Centre
  of Ottawa, in collaboration with FH,
  has developed a concept paper for
  a Provincial Language Support
  Centre, to provide French
  information and editorial materials,
  in support of the provincial I&R
  network

                                     17
French


• Request: that all Ontario CIOC
  data partners turn on bilingual
  capability




                                    18
French
• New section on data partners website -
  demo
• Glossary of words and phrases in
  French and English - demo
• Develop collaborative partnerships with
  French data providers, and provincial
  language support centre
• FH can provide French capability for
  partners (at least until March 2009)
• New 211 French interface mixes English
  and French – demo IPS test site
                                        19
4. Ontario Naming Standard



• Developed by Information
  Resources Working Group,
  adopted by InformOntario in 2006
• Key change to upper/lower case for
  agency names implemented 2006
• Timeline for overall implementation
  being developed
                                    20
Naming Standard

•   The basics
•   Multi-level services
•   Government services
•   Arm’s length organizations
•   Punctuation and style
•   Acronyms
•   AKAs and Former names

                                 21
5. Next steps: InformOntario
Standards:
• InformOntario is a project partner,
  and will assume responsibility for
  I&R data standards
• Three year plan to review need for
  Ontario data standards and review
  InformOntario accreditation with a
  focus on community data


                                        22
Standards:
InformOntario
• InformOntario will provide chair for
  IO Data Standards Committee
• The committee will focus on the
  211Ontario.ca project, and broader
  standards for I&R
• Committee terms of reference will
  be finalized in April and committee
  will be convened

                                     23
Ontario Style Guide

• AIRS Style Guide released last
  month, will be template for
  InformOntario Style Guide
• Volunteers?!




                                   24
The End


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