NASIG 2013: Collaboration in a Time of Change

CC BY 2.0 2013-06-10
“soccer practice” by woodleywonderworks

Speaker: Daryl Yang

Why collaborate?

Despite how popular Apple products are today, they almost went bankrupt in the 90s. Experts believe that despite their innovation, their lack of collaboration led to this near-downfall. iTunes, iPod, iPad — these all require working with many developers, and is a big part of why they came back.

Microsoft started off as very open to collaboration and innovation from outside of the company, but that is not the case now. In order to get back into the groove, they have partnered with Nokia to enter the mobile phone market.

Collaboration can create commercial success, innovation, synergies, and efficiencies.

What change?

The amount of information generated now is vastly more than has ever been collected in the past. It is beyond our imagination.

How has library work changed? We still manage collections and access to information, but the way we do so has evolved with the ways information is delivered. We have had to increase our negotiation skills as every transaction is uniquely based on our customer profile. We have also needed to reorganize our structures and workflows to meet changing needs of our institutions and the information environment.

Deloitte identified ten key challenges faced by higher education: funding (public, endowment, and tuition), rivalry (competing globally for the best students), setting priorities (appropriate use of resources), technology (infrastructure & training), infrastructure (classroom design, offices), links to outcomes (graduation to employment), attracting talent (and retaining them), sustainability (practicing what we preach), widening access (MOOC, open access), and regulation (under increasing pressure to show how public funding is being used, but also maintaining student data privacy).

Libraries say they have too much stuff on shelves, more of it is available electronically, and it keeps coming. Do we really need to keep both print and digital when there is a growing pressure on space for users?

The British Library Document Supply Centre plays an essential role in delivering physical content on demand, but the demand is falling as more information is available online. And, their IT infrastructure needs modernization.

These concerns sparked conversations that created UK Research Reserve, and the evaluation of print journal usage. Users prefer print for in-depth reading, and HSS still have a high usage of print materials compared to the sciences. At least, that was the case 5-6 years ago when UKRR was created.

Ithaka S+R, JISC, and RLUK sent out a survey to faculty about print journal use, and they found that this is still fairly true. They also discovered that even those who are comfortable with electronic journal collections, they would not be happy to see print collections discarded. There was clearly a demand that some library, if not their own, maintain a collection of hard copies of journals. Libraries don’t have to keep them, but SOMEONE has to.

It is hard to predict research needs in the future, so it is important to preserve content for that future demand, and make sure that you still own it.

UKRR’s initial objectives were to de-duplicate low-use journals and allow their members to release space and realize savings/efficiency, and to preserve research material and provide access for researchers. They also want to achieve cultural change — librarians/academics don’t like to throw away things.

So far, they have examined 60,700 holdings, and of that, only 16% has been retained. They intend to keep at least 3 copies among the membership, so there was a significant amount of overlap in holdings across all of the schools.

NASIG 2013: Losing Staff — the Seven Stages of Loss and Recovery

CC BY-ND 2.0 2013-06-10
“Autumn dawn” by James Jordan

Speaker: Elena Romaniuk

This is about losing staff to retirement, and not about losing staff to death, which is similar but different.

They started as one librarian and six staff, and now two of them have retired and have not been replaced. This is true of most of technical services, where staff were not replaced or shifted to other departments.

The staff she lost were key to helping run the department, often filling in when she was out for extended leaves. They were also the only experienced support staff catalogers.

The stages:

  1. Shock and denial
  2. Pain and guilt
  3. Anger and bargaining
  4. Depression, reflection, loneliness
  5. Upward turn
  6. Reconstruction and working through
  7. Acceptance and hope

The pain went beyond friends leaving, because they also lost a lot of institutional memory and the workload was spread across the remaining staff. They couldn’t be angry at the staff who left, and they couldn’t bargain except to let administrators know that with less people, not all of the work could be continued and there may be some backlogs.

However, this allowed them to focus on the reflection stage and assess what may have changed about the work in recent years, and how that could be reflected in the new unit responsibilities. The serials universe is larger and more complex, with diverse issues that require higher-level understanding. There are fewer physical items to manage, and they don’t catalog as many titles anymore, with most of them being for special collections donations.

They are still expected to get the work done, despite having fewer staff, and if they got more staff, they would need more than one to handle it all. Given the options, she decided to take the remaining staff in the unit who have a lot of serials-related experience and train them up to handle the cataloging as well, as long as they were willing to do it.

In the end, they re-wrote the positions to be the same, with about half focused on cataloging and the rest with the other duties rotated through the unit on a monthly basis.

They have acceptance and hope, with differing levels of anxiety among the staff. The backlogs will grow, but as they get more comfortable with the cataloging they will catch up.

What worked in their favor: they had plenty of notice, giving them time to plan and prepare, and do some training before the catalogers left.

One of the recommended coping strategies was for the unit head to be as available as possible for problem solving. They needed clear priorities with documented procedures that are revised as needed. The staff also needed to be willing to consult with each other. The staff also needed to be okay with not finishing everything every day, and that backlogs will happen.

They underestimated the time needed for problem-solving, and need to provide more training about basic cataloging as well as serials cataloging specifically. There is always too much work with multiple simultaneous demands.

She is considering asking for another librarian, even if only on a term basis, to help catch up on the work. There is also the possibility of another reorganization or having someone from cataloging come over to help.

[lovely quote at the end that I will add when the slides are uploaded]

NASIG 2013: The Value of Serials in Academic & Special Libraries

CC BY-NC-ND 2.0 2013-06-10
“Xwi7xwa Library Interior 4” by UBC Library

Speaker: Megan Oakleaf

She had written a report for ACRL on the value of academic libraries, so this will be a take off on that as it relates to serials in libraries.

There has been a shift in the literature from talking about the stuff/products/collection to the service we provide to help our users do things with the stuff.

What is value in the context of serials? Some people equate the value of the serials collection to the level of satisfaction of the users. This is not a compelling metric in times of economic uncertainty. Another measure of value might be service quality, but the data from LibQual doesn’t get at it very well. What about input/output? We’re pretty good at counting volumes/titles, but this also not compelling.

Usage just tells us that a lot of people downloaded a lot of things, and not much more than that — certainly not what they did with it, if anything. Information as a commodity (i.e. users would have to spend $$ to get the content we provide) or ROI still doesn’t get at the real value of the information to the users, and getting to that number doesn’t really tell you how much users would spend if they had to.

Right now, impact is the trendy measure of value. It’s about how much good the users do with the serials collection that your institution values, rather than how good of a collection you have.

The context for value matters. It might be the institutional or organizational mission, goals, strategic priorities, or focus areas.

Higher education values student recruitment/enrollment, student learning outcomes, retention/completion, and career success. Where do serials contribute? Academic success, yes, but the volume count given by tour guides doesn’t impress. Journal articles in required reading and papers, and one way to measure the value would be the dollar amount of the reading/reserve lists. Alumni access is becoming more popular as graduates recognize the value of library resources after they complete their degree.

Higher education is also concerned with faculty recruitment, tenure, promotion, teaching, and grants/patents. ILL and delivery service is important — Oakleaf says she won’t go anywhere else without finding out about that first. Make sure the faculty hiring process includes some time at the library. With tenure and promotion, serials librarians can play a role in helping junior faculty determine where to submit articles and how to find citations. We need to articulate the connection between faculty output and library resources.

Higher education is concerned with institutional prestige and local & global workforce development. Libraries are the main draw for local economic forces, and providing access to walk-in users can show value.

Serials collections can save time and have an impact on the bottom line. In the medical environment, serials collections can save lives and provide patients with valuable information to help them maintain and improve their own health.

What are the focus areas of your institution? Where do serials intersect? How do you communicate that value to the people for whom it matters?

We need better data about use. We need to know more than what we have now. We need to correlate usage to GPA, but we can’t do that until we know more about who is using the content. And, no, we can’t prove causation.

We need use data that doesn’t exist. We need to know at what use should be there based on needs/requirements, but isn’t.

What does your communication about the value of serials look like? What concept of value is it based on? Even better, can you show that this will increase the things that your institution values?

NASIG 2013: Getting to the Core of the Matter — Competencies for New E-Resources Librarians

“Canyon do Buracão” by Joao Vicente

Speakers: Roën Janyk (Okanagan College) & Emma Lawson (Langara College)

Two new-ish librarians talk about applying their LIS training to the real world, and using the Core Competencies as a framework for identifying the gaps they encountered. They wanted to determine if the problem is training or if eresources/serials management is just really complicated.

Collection development, cataloging (both MARC and Dublin Core), records management, and digital management were covered in their classes. Needed more on institutional repository management.

They did not cover licensing at all, so all they learned was on the job, comparing different documents. They also learned that the things librarians look for in contracts is not what the college administrators are concerned about. In addition, the details of information about budgeting and where that information should be stored was fuzzy, and it took some time to gather that in their jobs. And, as with many positions, if institutional memory (and logins) is not passed on, a lot of time will be spent on recreating it. For LIS programs, they wish they had more information about the details of use statistics and their application, as well as resource format types and the quirks that come with them.

They had classes about information technology design and broader picture things, but not enough about relationships between the library and IT or the kinds of information technology in libraries now. There were some courses that focused on less relevant technology and history of technology, and the higher level courses required too high of a learning curve to attract LIS students.

For the core competency on research analysis and application, we need to be able to gather appropriate data and present the analysis to colleagues and superiors in a way that they can understand it. In applying this, they ran into questions about comparing eresources to print, deciding when to keep a low-use resource, and other common criteria for comparing collections besides cost/use. In addition, there needs to be more taught about managing a budget, determining when to make cancelation or format change decisions, alternatives to subscriptions, and communicating all of this outside of the library.

Effective communication touches on everything that we do. It requires that you frame situations from someone else’s viewpoint. You need to document everything and be able to clearly describe the situation in order to trouble-shoot with vendors. Be sympathetic to the frustrations of users encountering the problems.

Staff supervision may range from teams with no managerial authority to staff who report to you. ER librarians have to be flexible and work within a variety of deparmental/project frameworks, and even if they do have management authority, they will likely have to manage projects that involve staff from other departments/divisions/teams. They did not find that the library management course was very applicable. Project management class was much more useful. One main challenge is staff who have worked in the library for a long time, and change management or leadership training would be very valuable, as well as conversations about working with unionized staff.

In the real world being aware of trends in the profession involves attending conferences, participating in webinars/online training, and keeping up with the literature. They didn’t actually see an ERMS while in school, nor did they work with any proprietary ILS. Most of us learn new things by talking to our colleagues at other institutions. MLS faculty need to keep up with the trends as well, and incorporate that into classes — this stuff changes rapidly.

They recommend that ILS and ERMS vendors collaborate with MLS programs so that students have some real-world applications they can take with them to their jobs. Keep courses current (what is actually being used in libraries) and constantly be evaluating the curriculum, which is beyond what ALA requires for accreditation. More case studies and real-world experiences in applied courses. Collection development course was too focused on print collection analysis and did not cover electronic resources.

As a profession, we need more sessions at larger, general conferences that focus on electronic resources so that we’re not just in our bubble. More cross-training in the workplaces. MLS programs need to promote eresources as a career path, instead of just the traditional reference/cataloger/YA divides.

If we are learning it all on the job, then why are we required to get the degrees?

NASIG 2013: Libraries and Mobile Technologies in the Age of the Visible College

“This morning’s audience, seen from the lectern.” by Bryan Alexander

Speaker: Bryan Alexander

NITLE does a lot of research for liberal arts undergraduate type schools. One of the things that he does is publish a monthly newsletter covering trends in higher education, which may be worth paying some attention to (Future Trends). He is not a librarian, but he is a library fanboy.

What is mobile computing doing to the world, and what will it do in the future?

Things have changed rapidly in recent years. We’ve gone from needing telephone rooms at hotels to having phones in every pocket. The icon for computing has gone from desktop to laptop to anything/nothing — computing is all around us in many forms now. The PC is still a useful tool, but there are now so many other devices to do so many other things.

Smartphones are everywhere now, in many forms. We use them for content delivery and capture, and to interact with others through social tools. Over half of Americans now have a smartphone, with less than 10% remaining who have no cell phone, according to Pew. The mobile phone is now the primary communication device for the world. Think about this when you are developing publishing platforms.

The success of the Kindle laid the groundwork for the iPad. Netbooks/laptops now range in size and function.

Clickers are used extensively in the classroom, with great success. They can be used for feedback as well as prompting discussion. They are slowly shifting to using phones instead of separate devices.

Smartpens capture written content digitally as you write them, and you can record audio at the same time. One professor annotates notes on scripts while his students perform, and then provides them with the audio.

Marker-based augmented reality fumbled for a while in the US, but is starting to pick up in popularity. Now that more people have smartphones, QR codes are more prevalent.

The mouse and keyboard have been around since the 1960s, and they are being dramatically impacted by recent changes in technology. Touch screens (i.e. iPad), handhelds (i.e. WII), and nothing (i.e. Kinect).

If the federal government is using it, it is no longer bleeding edge. Ebooks have been around for a long time, in all sorts of formats. Some of the advantages of ebooks include ease of correcting errors, flexible presentation (i.e. font size), and a faster publication cycle. Some disadvantages include DRM, cost, and distribution by libraries.

Gaming has had a huge impact in the past few years. The median age of gamers is 35 or so. The industry size is comparable to music, and has impacts on hardware, software, interfaces, and other industries. There is a large and growing diversity of platforms, topics, genres, niches, and players.

Mobile devices let us make more microcontent (photo, video clip, text file), which leads to the problem of archiving all this stuff. These devices allow us to cover the world with a secondary layer of information. We love connecting with people, and rather than separating us, technology has allowed us to do that even more (except when we focus on our devices more than the people in front of us).

We’re now in a world of information on demand, although it’s not universal. Coverage is spreading, and the gaps are getting smaller.

When it comes to technology, Americans are either utopian or dystopian in our reactions. We’re not living in a middle ground very often. There are some things we don’t understand about our devices, such as multitasking and how that impacts our brain. There is also a generational divide, with our children being more immersed in technology than we are, and having different norms about using devices in social and professional settings.

The ARIS engine allows academics to build games with learning outcomes.

Augmented reality takes data and pins it down to the real world. It’s the inverse of virtual reality. Libraries are going to be the AR engine of the future. Some examples of AR include museum tours, GPS navigators, and location services (Yelp, Foursqure). Beyond that, there are applications that provide data overlaying images of what you point your phone at, such as real estate information and annotations. Google Goggles tries to provide information about objects based on images taken by a mobile device. You could have a virtual art gallery physically tied to a spot, but only displayed when viewed with an app on your phone.

Imagine what the world will be like transformed by the technology he’s been talking about.

1. Phantom Learning: Schools are rare and less needed. The number of people physically enrolled in schools has gone down. Learning on demand is now the thing. Institutions exist to supplement content (adjuncts), and libraries are the media production sites. Students are used to online classes, and un-augmented locations are weird.

II. Open World: Open content is the norm and is very web-centric. Global conversations increase, with more access and more creativity. Print publishers are nearly gone, authorship is mysterious, tons of malware, and privacy is fictitious. The internet has always been open and has never been about money. Identities have always been fictional.

III. Silo World: Most information is experienced in vertical stacks. Open content is almost like public access TV. Intellectual property intensifies, and campuses reorganize around the silos. Students identify with brands and think of “open” as radical and old-fashioned.