NASIG 2012: Everyone’s a Player — Creation of Standards in a Fast-Paced Shared World

Speaker: Nettie Lagace, NISO – National Information Standards Organization

NISO is responsible for a lot of the things we work with all the time, by making the systems work more seamlessly and getting everyone on the same page. More than you may think. They operate on a staff of five: one who is the public face and cheerleader, one who travels to anywhere needed, one who makes sure that the documents are properly edited, and two who handle the technical aspects of the organization/site/commitees/etc.

Topic committees identify needs that become the working groups that tackle the details. Where there is an issue, there’s a working group, with many people involved in each.

New NISO work items consider:
What is not working and how it impacts stakeholders.
How it relates to existing efforts.
Beneficiaries of the deliverables and how.
Stakeholders.
Scope of the initiative.
Encouragement for implementation.

Librarians aren’t competitive in the ways that other industries might be, so this kind of work is more natural for them. The makeup of the working group tries to keep a balance so that no single interest category makes up the majority of the membership. Consensus is a must. They are also trying to make the open process aspect be more visible/accessible to the general public.

Speaker: Marshall Breeding

Library search has evolved quite a bit, from catalog searches that essentially replicated the card catalog process to federated searching to discovery interfaces to consolidated indexes. Libraries are increasingly moving towards these consolidated indexes to cover all aspects of their collections.

There is a need to bring some order to the market chaos this has created. Discovery brings value to library collections, but it brings some uncertainty to publishers. More importantly, uneven participation diminishes the impact, and right now the ecosystem is dominated by private agreements.

What is the right level of investment in tools that provide access to the millions of dollars of content libraries purchase every year? To be effective, these tools need to be comprehensive, so what do we need to do to encourage all of the players to participate and make the playing field fair to all. How do libraries figure out which discovery service is best for them?

The NISO Open Discovery Initiative hopes to bring some order to that chaos, and they plan to have a final draft by May 2013.

Speaker: Regina Reynolds, Library of Congress

From the beginning, ejournals have had many pain points. What brought this to a head was the problem with missing previous titles in online collections. Getting from a citation to the content doesn’t work when the name is different.

There were issues with missing or incorrect numbering, publishing statements, and dates. And then there are the publishers that used print ISSN for the electronic version. As publishers began digitizing back content, these issues grew exponentially. Guidelines were needed.

After many, many conversations, The Presentation & Identification of E-Journals (PIE-J) was produced and is available for comment until July 5th. The most important part is the three pages of recommended practices.

See also: In Search of Best Practices for Presentation of E-Journals by Regina Romano Reynolds and Cindy Hepfer

NASIG 2012: Why the Internet is More Attractive Than the Library

Speaker: Dr. Lynn Silipigni Connaway, OCLC

Students, particularly undergraduates, find Google search results to make more sense than library database search results. In the past, these kinds of users had to work around our services, but now we need to make our resources fit their workflow.

Connaway has tried to compare 12 different user behavior studies in the UK and the US to draw some broad conclusions, and this has informed her talk today.

Convenience is number one, and it changes. Context and situation are very important, and we need to remember that when asking questions about our users. Sometimes they just want the answer, not instruction on how to do the research.

Most people power browse these days: scan small chunks of information, view first few pages, no real reading. They combine this with squirreling — short, basic searches and saving the content for later use.

Students prefer keyword searches. This is supported by looking at the kinds of terms used in the search. Experts use broad terms to cover all possible indexing, novices use specific terms. So why do we keep trying to get them to use the “advance” search in our resources?

Students are confident with information discovery tools. They mainly use their common sense for determining the credibility of a site. If a site appears to have put some time into the presentation, then they are more likely to believe it.

Students are frustrated with navigating library websites, the inconvenience of communicating with librarians face to face, and they tend to associate libraries only with books, not with other information. They don’t recognize that the library is who is providing them with access to online content like JSTOR and the things they find in Google Scholar.

Students and faculty often don’t realize they can ask a question of a librarian in person because we look “busy” staring at our screens at the desk.

Researchers don’t understand copyright, or what they have signed away. They tend to be self-taught in discovery, picking up the same patterns as their graduate professors. Sometimes they rely on the students to tell them about newer ways of finding information.

Researchers get frustrated with the lack of access to electronic backfiles of journals, discovering non-English content, and unavailable content in search results (dead links, access limitation). Humanities researchers feel like there is a lack of good, specialized search engines for them (mostly for science). They get frustrated when they go to the library because of poor usability (i.e. signs) and a lack of integration between resources.

Access is more important than discovery. They want a seamless transition from discovery to access, without a bunch of authentication barriers.

We should be improving our OPACs. Take a look at Trove and Westerville Public Library. We need to think more like startups.

tl;dr – everything you’ve heard or read about what our users really do and really need, but we still haven’t addressed in the tools and services we offer to them

ER&L 2012: Leading From the Top, Bottom, & Middle — Owning Your Library Leadership

Can I get a hell yeah?
mmm-hmm!

Speakers: Bonnie Tijerina, Karen G. Schneider, & Char Booth
Facilitator: Jill Emery

There are many different kinds of leadership. Everyone here has the potential to be a leader. They asked for words that mean leadership for the attendees, and some highlights from the wordle are vision, communication, decisive, innovative, confident, and inspiring.

What is your word for leadership?

CB: Clarity is most important to me in this field and others.

BT: Integrity — it’s hard to go with your true beliefs when they go against other pressures.

KGS: Changed word after hearing other responses. Optimism, because if you don’t believe you’re going to succeed, who else would. Also, faith. Hope to be able to talk about case studies, because she has four from libraryland in mind.

BT: Visionary is interesting. Sometimes you have to be a leader by going in a direction and having faith that it’s going to work out, not by knowing that it will.

What are your reactions to the words we chose, and what stands out?

KGS: Patience and impatience are missing. You need a balance of both to lead.

CB: Impressed by how many words were in reference to other people, like inspiring and motivating.

BT: Most exciting are communication and listening.

CB: Curious if these were generated by example or anti-example?

Why do you do so much work outside of your day jobs?

BT: When I see a problem that needs a solution, I think all it needs is some work done to make it happen, which is how ER&L got started. Attended an ACRL session about ER librarians in 2005 and saw a need for bigger discussion.

CB: What libraries do is critical. We have a calling.

KGS: Most significant work was in the late 90s on internet filtering issues. It was a natural extension of my calling that didn’t end when I walked out the door of my library at the end of the day. It’s part of the fabric of who I am as a librarian and a person.

Where do you think leadership is needed in librarianship today?

KGS: Everywhere. Many people are leaders at levels that are not well recognized. They’re not the shiny bloggers or people getting gold stars for things. People are doing equally important things at the local level.

CB: No matter where you work or what you do, it’s critical to step up and do the things that need to be done. What are you going to do about it?

KGS: And cultivating leadership with the people you work with.

BT: I’ve seen some examples of informal meetups of groups at ER&L that needed to get together. I see leadership happening all over the place.

How do you motivate or inspire others?

CB: Make people not scared of their own enthusiasm. Let it feed what you do.

BT: I leave Char’s presentations feeling inspired, and I try to think about what it is that she does. Think about why we are librarians and what we’re doing? We have a calling. Get at the core of why we are here, and that motivates people. You can get caught up in the spreadsheets and the things that don’t work, but continue to be mindful of why you are here.

KGS: You constantly have to remind people of their own excellence and capabilities, and thank them for their work. Communication is key. It’s not enough to have good ideas if you can’t do that. EJ Josey is one library leader that comes to mind, and in the 1960s was crucial for the desegregation of the state library associations. Marvin Skilkin (unabashed librarian), as a young library director, found out that publishers were doing price fixing. His testimony at hearings lead to the steep discounts that libraries still receive for print publications.

BT: When I was working on ER&L, I was two years out of library school. Told two leaders at Georgia Tech about it, and one was excited and supportive. The second leader thought she was crazy for trying to do it. However, having been motivated by the two different types of leaders, she thinks the more critical person was more of a motivator. Maybe challenging people to think through ideas is a good reality check for a leader.

CB: Does anyone else have issues with the word leadership? There’s an arrogance in there. There’s a chance of the followers not acting because the leader will do it.

BT: Char & Karen were uncomfortable with being invited to speak on a leadership panel. We need to own that. We need to be comfortable as librarians to think of ourselves as leaders when we’re doing leadership.

KGS: You can’t be wishy-washy. You have to claim it?

BT: Does anyone in the audience have questions, or see a need for leaders in the field?

A: What would you call leadership if you didn’t call it leadership?

CB: I have this image of leadership as a paternalistic figurehead. What does it mean to you? Maybe we should just try to model it.

KGS: Leadership from behind and leadership from the front — we have to balance both.

BT: Adjust our definition of leadership.

KGS: I have a public persona that is not really me, and that makes me uncomfortable. The one behind the scenes is the one with the leadership qualities, not necessarily the one everyone sees.

A: Embrace your inner leadership. I see it as starting from the bottom. What is your favorite curse word?

BT: I can’t say that.

CB: Hell & damn.

KGS: I was in the air force — everything I have is not safe for work.

A: One thing I don’t see in all the words is popular.

KGS: Words related to inspire and inspiration lead to the popular thing.

A: Keep focused on the user. Don’t worry about the job title they give you. Don’t worry about faculty/non-faculty.

BT: Motivate by reminding our selves why we’re.

CB: In the day-to-day, people can get dragged down. We need to yank them up.

KGS: Optimism is a discipline.

CB: We learn these behaviors by modeling our influencers. Thanks, Mom.

BT: Leadership is intentional.

A: Be realistic about limits. Librarians have a tendency to take on too much.

BT: I’ve heard that.

KGS: Picking and choosing your battles is important. Aging has taught me my limits. We have to pace ourselves for the long haul. No is not the same as not now.

A: Why aren’t we seeing more of this in our profession? I’m in my 27th year of librarianship. I love the optimism, but I’m so tired. Is it something about our profession? I use the words mentor or supportive colleague more than leader.

A: The Library Society of the World on FriendFeed was having a discussion of why we don’t talk more about our failures.

KGS: I have failed, but I don’t like to.

[Stopped taking notes to get in line to respond that leadership and management should not always be the same thing — we need to restructure our decision making roles in libraries to recognize leadership outside of management roles.]

ER&L 2012: Taking the Guesswork Out of Demand-Driven Acquisition — Two Approaches

Tome Reader
photo by QQ Li

Speakers: Carol J. Cramer & Derrik Hiatt

They did an analysis of their circulating print collection to see what areas or books would have the equivalent uses to trigger a purchase if it were electronic. Only 2% of their entire circulating collection met the trigger point to where it would be more cost effective to purchase than to go with a short term loan option.

They announced the DDA trial, but deliberately did not tell the users that it would incur cost, just that it was there. They would pay short term loans up to the sixth use, and then they would purchase the title. The year of usage gave them an idea of what adjustments needed to be made to the trigger point. Eventually, the cost flattens out at the sixth use, and the difference between continuing to pay STLs and buying the book is small.

They were able to identify if the triggered purchase book was used by a single person (repeatedly), by a class (several people), or a mix of both, and it was split in almost even thirds.

They determined that 6 was a good trigger. The STL cost ended up being an average of 10.5% of the list cost. DDA doesn’t have to break the bank, and was lower than expected. The number of titles in the catalog didn’t have as much to do with the amount spent as the FTE. It also lead to questioning the value of firm ordering ebooks rather than letting DDA cover it

However, this is only 11 months of data, and more longitudinal studies are needed.

Speaker: Lea Currie

They loaded records for slip books, and then the users have the option to request them at various levels of speed. The users are notified when the print book arrives, and the full MARC record is not loaded until the book is returned.

They saved quit a bit of money per month using this method, and 88% of the titles purchased circulated. Only about 75% of their ILL titles will circulate, to put that into perspective.

Of course, librarians still had some concerns. First, the library catalog is not an adequate tool for discovering titles. Faculty were concerned about individuals doing massive requests for personal research topics. Also, faculty do not want to be selectors for the libraries. [ORLY? They want the books they want when they want them — how is that different?]

The next DDA project was for ebooks, using the typical trigger points. They convinced the Social Science and Sci/Tech librarians to put a price cap for DDA titles. Up to a certain price, the book would be included in the approval plan, between a range it would go in DDA, and then above that range it would require the librarian’s approval. These were written into their YBP profile.

For the pDDA, they discovered that as the books aged, it was harder to do rush orders since they were going out of print. They also modified their language to indicate that the books may not be available if they are out of print.

They have not done DDA for humanities or area studies. They based their decisions on the YBP profile on retrospective reports, which allowed them to get an idea of the average cost.

For FY12, they expect that the breakdown will be 23% eDDA, 50% pDDA, 20% approval, and 7% selected by subject bibliographers. They’ve also given the subject librarians the options to review the automatic approval ebooks — they have a week to reject or shift to DDA each title if they want. They can also shift the expensive titles to DDA if they want to see if anyone would use it before choosing to purchase it.

Questions:
Are you putting the records in your discovery service if you have one, and can you tell if the uses are coming from that or your catalog? Not yet. Implementing a discovery service. Some find resources through Google Scholar.

ER&L 2012: Trials by Juries — Suggested Practices for Database Trials

IBM System/370 Model 145
photo by John Keogh

Speakers: Annis Lee Adams, Jon Ritterbush, & Christine E. Ryan

The discussion topic began as an innocent question on ERIL-L listserv about tools or techniques used in gathering feedback on database trials, whether from librarians or library users.

Trials can come from many request sources — subject librarians, faculty, students, and the electronic resources or acquisitions librarian. Adams evaluates the source and their access points. Also, they try to trial things they are really interested in early enough in the year to be able to request funding for the next year if they choose to purchase it. She says they don’t include faculty in the evaluation unless they think they can afford the product.

Criteria for evaluation: content, ease of use/functionality, cost, and whether or not a faculty member requested it. One challenge is how to track and keep an institutional memory of the outcome. They use an internal blog on WordPress to house the information (access, cost, description, and evaluation comments) with password protection on each entry. After the trial ends, the blog entry is returned to draft status so it’s not there, and a note is added with the final decision.

The final thing Adams does is create a spreadsheet that tracks every trial over a year, and it includes some renewals of existing subscriptions.

Ritterbush… lots of no-brainer stuff. Is it relevant to your collection development policy? Can you afford it? Who is requesting it? And so on.

Avoid scheduling more than three trials simultaneously to avoid “trial fatigue.” Ritterbush says they only publicize extended trials (>3 months) — the rest are kept internal or only shared with targeted faculty.

For feedback, they found that email is a mediocre solution, in part because the responses weren’t very helpful. The found that short web forms have worked better, incorporating a mix of Likert scale and free-text questions. The tool they use is Qualtrics, but most survey products would be fine.

Ritterbush tries to compose the trial information as a press release, making it easy for librarians and faculty to share with colleagues. A webinar or live demonstration of the product can increase interest and participation in the evaluation.

Ryan says you need to know why you are doing the trial, because that tells you who it will impact and then what approach you’ll need to take. Understand your audience in order to reach them.

Regardless of who is setting up the trials, it would be good to have a set of guidelines for trials that spells out responsibilities.

Kind of tuning out, since it seems like Ryan doesn’t really do anything directly with trials — just gives all that over to the subject liaisons. This would be disastrous at my library. Also, really not happy about her negative attitude towards public trials. If it’s IP-based, then who cares if you post it on your website? I’ve received invaluable feedback from users that would never see the trials if I followed Ryan’s method.

Questions:
What about trials to avoid expensive subscriptions? Some libraries will do it, but some have policies that prohibit it. [We have had sales agents recommend it to us, which I’ve never understood.]

How do you have trials for things when you don’t know if you have funding for them? Manage expectations and keep a healthy wishlist. [We will also use trials to justify funding increases or for replacing existing subscriptions with something new.]

ER&L 2012: New ARL Best Practices in Fair Use

laptop lid comic relief + Dawn and Drew
photo by YayAdrian

Speaker: Brandon Butler (Peter Jaszi was absent)

The purpose of copyright is to promote the creation of culture. It is not to ensure that authors get a steady stream of income no matter what, or to pay them back for the hard work they do, or to show our respect for the value they add to society. It’s about getting the stuff into the culture, and giving the creators enough incentive to do it.

One way it does it is to give creators exclusive rights for a limited period of time. The limit encourages new makers to use and remix existing culture.

Fair use is the biggest balancing feature of copyright. It ensures that the rights provided to the creators don’t become oppressive to the users. Fair use is the legal, unauthorized use of copyrighted material… under some circumstances. And we’ve spent generations trying to figure out which circumstances apply.

Fair use is a space for creativity. It gives you the leeway to take the culture around you and incorporate it into your work. It allows you to quote other scholarship in your research. It allows you to incorporate art into new works.

There are four factors of fair use. Every judge should consider the reason for the use, the kind of work used, the amount used, and the effect on the market. But it doesn’t tell the judges how much to consider or which is more important. The good news is that judges love balancing features, and the Supreme Court has determined that fair use protects free speech. However, since copyright is automatically conferred as soon as the creation is fixed, the fair use judicial interpretations have shifted greatly since 1990 to be more in the balance of the users in certain circumstances.

Without fair use, copyright would be in conflict with the 1st Amendment.

Judges want to know if the use is transformative (i.e. for a new purpose, context, audience, insight) and if you used the right amount in that transformative process. For example, parody is making fun of the original work, not just reusing it. An appropriate amount can refer to both the quantity of the original in the transformative work, and also the audience who received your transformative work. For example, the many photographic memes that take pictures and alter them to fit a theme, like One Tiny Hand.

Judges care about you and what you think is fair. There is a pattern of judges deferring to the well-articulated norms of a practice community.

Best practices codes are a logical outgrowth of the things the communities have articulated as their values and the things they would consider to be legitimate transformative works. Documentary filmmakers, scholars, media literacy teachers, online video, dance collections, open course ware, poets… many groups are creating best practices for fair use.

The documentary filmmakers have had a code of best practice for a long time. They realized that without it, they were limiting themselves too much in what they could create. Once they codified their values, more broadcast sources were willing to take films and new kinds of films were being made. Insurers of errors and omissions insurance were able to accept fair use claims, and lawyers use the Statement to build their own best practices in the relevant areas.

Keep in mind, though, that these are best practices and not guidelines. Principles, not rules. Limitations, not bans. Reasoning, not rote. The numerical limits we once followed are not the law, and we need to keep them fresh to be relevant.

Licensing is a different thing all together. This means you may have less rights in some instances, and more rights in others, regardless of fair use.

For libraries, fair use enables our mission to serve knowledge past, present, and future. We have a duty to make copyrighted works real and accessible in the way people use things now. What will libraries be in the future? How will we stay relevant? We need to have some flexibility with the stuff we have in our collections.

Many librarians are discouraged. Insecurity and hesitation equal staff costs to hire someone to clear copyright questions. Fair use would help, but it’s underused. Risk aversion subsumes fair use analysis.

The ARL document took a lot of people from diverse institutions and many hours of discussion to create it, and it was reviewed by several legal experts. It’s not risk-free, since it would need to stand up in court first (and there are always lawsuit-happy people), but it seems okay based on past judgement.

They hope it will put legal risks into perspective, and will give librarians a tool to go to general counsels and administrations and let them know things are changing. It considered the views of librarians and their values, and they also hope that people will speak out publicly that they support the Code.

Fair use applies in these common situtations:

  • course reserves — digital access to teaching materials for students and faculty, although it should be limited to access by only the appropriate audience
  • both physical and virtual exhibits — if it highlights a theme or commonality, you’re doing something new to help people understand what’s in your library
  • digitizing to preserve at-risk items — you’re not a publisher or scam artist, you’re a librarian making sure the things are accessible over time (like VHS tapes)
  • digitizing special collections and archives — you’re keeping it alive
  • access to research and teaching materials for disabled users — i.e. Daisy
  • institutional repositories
  • creation of search indexes
  • making topically-based collections of web-based materials

Practice makes practice. It won’t work if you don’t use it.

ER&L 2012: Next Steps in Transforming Academic Libraries — Radical Redesign to Mainstream E-Resource Management

The smallest details add up
photo by Garrett Coakley

Speaker: Steven Sowell

His position is new for his library (July 2011), and when Barbara Fister saw the job posting, she lamented that user-centered collection development would relegate librarians to signing licenses and paying invoices, but Sowell doesn’t agree.

Values and assumptions: As an academic library, we derive our reason for existing from our students and faculty. Our collections are a means to an end, rather than an end to themselves. They can do this in part because they don’t have ARL-like expectations of themselves. A number of studies has shown that users do a better job of selecting materials than we do, and they’ve been moving to more of a just in time model than a just in case.

They have had to deal with less money and many needs, so they’ve gotten creative. The university recently realigned departments and positions, and part of that included the creation of the Collections & Resource Sharing Department (CRSD). It’s nicknamed the “get it” department. Their mission is to connect the community to the content.

PDA, POV, PPV, approval plans, shelf-ready, and shared preservation are just a few of the things that have changed how we collect and do budget planning.

CRSD includes collection development, electronic resources, collections management, resource sharing & delivery, and circulation (refocusing on customer service and self-servicing, as well as some IT services). However, this is a new department, and Sowell speaks more about what these things will be doing than about what they are doing or how the change has been effective or not.

One of the things they’ve done is to rewrite position descriptions to refocus on the department goals. They’ve also been focusing on group facilitation and change management through brainstorming, parking lot, and multi-voting systems. Staff have a lot of anxiety over feeling like an expert in something and moving to where they are a novice and having to learn something new. They had to say goodbye to the old routines, mix them with new, and then eventually make the full shift.

They are using process mapping to keep up with the workflow changes. They’re also using service design tools like journey mapping (visualization of the user’s experience with a service), five whys, personas, experience analogy, and storyboards (visualization of how you would like things to occur).

For the reference staff, they are working on strategic planning about the roles and relationships of the librarians with faculty and collections.

Change takes time. When he proposed this topic, he expected to be further along than he is. Good communication, system thinking, and staff involvement are very important. There is a delicate balance between uncertainty/abstract with a desire for concrete.

Some unresolved issues include ereaders, purchasing rather than borrowing via ILL and the impact on their partner libraries, role of the catalog as an inventory in the world of PDA/PPV. The re-envisioning of the collection budget as a just in time resource. Stakeholder involvement and assessment wrap up the next steps portion of his talk.

Questions:
In moving print to the collection maintenance area, how are you handling bundled purchases (print + online)? How are you handling the impression of importance or lack thereof for staff who still work with traditional print collection management? Delicately.

Question about budgeting. Not planning to tie PDA/PPV to specific subjects. They plan to do an annual review of what was purchased and what might have been had they followed their old model.

How are they doing assessment criteria? Not yet, but will take suggestions. Need to tie activities to student academic success and teaching/researching on campus. Planning for a budget cut if they don’t get an increase to cover inflation. Planning to do some assessment of resource use.

What will you do if people can’t do their new jobs? Hopefully they will after the retraining. Will find a seat for them if they can’t do what we hope they can do.

What are you doing to organize the training so they don’t get mired in the transitional period? Met with staff to reassure them that the details will be worked out in the process. They prepared the ground a bit, and the staff are ready for change.

Question about the digital divide and how that will be addressed. Content is available on university equipment, so not really an issue/barrier.

What outreach/training to academic departments? Not much yet. Will honor print requests. Subject librarians will still have a consultative role, but not necessarily item by item selection.

ER&L 2012: Lightening Talks

Shellharbour; Lightening
photo by Steven

Due to a phone meeting, I spent the first 10 min snarfing down my lunch, so I missed the first presenters.

Jason Price: Libraries spend a lot of time trying to get accurate lists of the things we’re supposed to have access to. Publisher lists are marketing lists, and they don’t always include former titles. Do we even need these lists anymore? Should we be pushing harder to get them? Can we capture the loss from inaccurate access information and use that to make our case? Question: Isn’t it up to the link resolver vendors? No, they rely on the publishers/sources like we do. Question: Don’t you think something is wrong with the market when the publisher is so sure of sales that they don’t have to provide the information we want? Question: Haven’t we already done most of this work in OCLC, shouldn’t we use that?

Todd Carpenter: NISO recently launched the Open Discovery Initiative, which is trying to address the problems with indexed discovery services. How do you know what is being indexed in a discovery service? What do things like relevance ranking mean? What about the relationships between organizations that may impact ranking? The project is ongoing and expect to hear more in the fall (LITA, ALA Midwinter, and beyond).

Title change problem — uses xISSN service from OCLC to identify title changes through a Python script. If the data in OCLC isn’t good enough, and librarians are creating it, then how can we expect publishers to do better.

Dani Roach: Anyone seeing an unusual spike in use for 2011? Have you worked with them about it? Do you expect a resolution? They believe our users are doing group searches across the databases, even though we are sending them to specific databases, so they would need to actively choose to search more than one. Caution everyone to check their stats. And how is their explanation still COUNTER compliant.

Angel Black: Was given a mission at ER&L to find out what everyone is doing with OA journals, particularly those that come with traditional paid packages. They are manually adding links to MARC records, and use series fields (830) to keep track of them. But, not sure how to handle the OA stuff, particularly when you’re using a single record. Audience suggestion to use 856 subfield x. “Artesian, handcrafted serials cataloging”

Todd Carpenter part 2: How many of you think your patrons are having trouble finding the OA in a mixed access journal that is not exposed/labeled? KBs are at the journal or volume/issue level. About 1/3 of the room thinks it is a problem.

Has anyone developed their own local mobile app? Yes, there is a great way to do that, but more important to create a mobile-friendly website. PhoneGap will write an app for mobile OS that will wrap your web app in an app, and include some location services. Maybe look to include library in a university-wide app?

Adam Traub: Really into PPV/demand-driven. Some do an advance purchase model with tokens, and some of them will expire. Really wants to make it an unmediated process, but it opens up the library to increasing and spiraling costs. They went unmediated for a quarter, and the use skyrocketed. What’s a good way to do this without spending a ton of money? CCC’s Get It Now drives PPV usage through the link resolver. Another uses a note to indicate that the journal is being purchased by the library.

Kristin Martin: Temporarily had two discovery services, and they don’t know how to display this to users. Prime for some usability testing. Have results from both display side by side and let users “grade” them.

Michael Edwards: Part of a NE consortia, and thinks they should be able to come up with consortial pressure on vendors, and they’re basically telling them to take a leap. Are any of the smaller groups in pressuring vendors in making concessions to consortial acquisitions. Orbis-Cascade and Connect NY have both been doing good things for ebook pricing and reducing the multiplier for SU. Do some collection analysis on the joint borrowing/purchasing policies? The selectors will buy what they buy.

ER&L 2012 – Between Physical and Digital: Understanding Cross-Channel User Experiences

UX Brighton 2011 - Andrea Resmini
photo by Katariina Järvinen

speaker: Andrea Resmini

He starts with a brief description of the movie The Name of the Rose, which is a bit of a medieval murder mystery involving a monastery library. The “library” is actually a labyrinth, but only in the movie. (The book is a little different.)

The letters on the arches represent the names of the places in the world, and are placed in the library where they would be in the world as it relates to Europe. They didn’t exactly replicate the world, but they ordered it like good librarians.

If you don’t understand the organizational system, it’s just a labyrinth. The movie had to change this because it wouldn’t work to have room after room of books covering the walls. We have to see the labyrinth to be able to participate in the experience, which can be different depending on the medium (book or movie).

Before computers, we relied on experts (people), books, and mentors to learn. With computers, we have access to all of them, at any time. We are constantly connected (if we choose) to streams of data, and the access points are more and more portable.

“Cyberspace is not a place you go to but rather a layer tightly integrated into the world around us.” –Institute for the Future

This is not the future. It’s here now. Facebook, Twitter, Foursquare… our phones and mobile devices connect us.

Think about how you might send a message? Email, text, handwritten, smoke signals, ouija… ti’s the same task, but with many different mediums.

What if someone is looking for a book? They could go to the circ desk, but that’s becoming less common. They could go to a virtual bookshelf for the library. Or they could go to a competitor like Amazon. They could do this on a mobile phone. Or they could just start looking on the shelves themselves, whether they understand the classification/organization or not. The only thing that matters is the book. They don’t want to fight with mobile interfaces, search results in the millions, or creepy library stacks. They just want the book, when they want it, and how they want it.

The library is a channel, as is the labeling, circ desk, website, mobile interface, etc. Unfortunately, they don’t work together. We have silos of channels, not just silos of information.

Think about a bank. You can talk to the call center employee — they can’t help you if it’s not a part of their scripted routines. You can’t start an online process and finish it in a physical space (i.e. online banking then local branch).

Entertainment now uses many channels to reach consumers. If you really want to understand the second and third Matrix movies, you have to be familiar with the accessory channels of information (comic books, video games, etc.). In cross-channel experiences, users constantly move between channels, and will not stay in any single one of them from start to finish.

More companies, like clothing stores, are breaking down the barriers to flow between their physical and virtual stores. You can shop on line and return items to the physical store, for example.

Manifesto:

  1. Information architectures are becoming open ecologies: no artifacts stand alone — they are all apart of the user experience
  2. users are becoming intermediaries: participants in these ecosystems actively produce and re-mediate content and meaning
  3. static becomes dynamic: ecologies are perpetually unfinished, always changing, always open to further refinement and manipulation
  4. dynamic becomes hybrid: the boundaries separating media, channels, and genres get thinner
  5. horizontal prevails over vertical: intermediaries push for spontaneity, ephemeral structures of meaning and constant change
  6. products are becoming experiences: focus shifts from how to design single items to how to design experiences spanning multiple steps
  7. experiences become cross-channel experiences: experiences bridge multiple connected media, devices and environments into ubiquitous ecologies

#libday8 day 5 — queasy

funny pictures - can we fix it? yes we can!After a late start due to some unexpected things-that-must-be-done-now, I arrived and began to dig into the action items delayed from yesterday. This included responding to OCLC with information about a billing error, filing my notes from the discovery service presentation, and following-up on a related query from a colleague.

Added a new ejournal to our knowledgebase, but the default URL is different from what the publisher gave me. Added the custom URL and a note in Outlook to check on Monday to make sure the OpenURL linking works with the custom URL. Our KB provider does nightly refreshes of profile changes, so things we do behind the scenes aren’t live until the next day.

Unlike most of the reference librarians, there is one in particular who refuses to provide me with descriptions and coverage details of resources that go with their links on our website and LibGuides. I end up searching for descriptions on other library sites, and usually find something that will work. I added two resources for this librarian today, and rather than a simple copy/paste from the email generated by the form that every other librarian is able to send me, I spent about 20 min digging around for the information I needed. If it’s wrong, the only people who will care are the users, since I doubt this librarian even checks this stuff. This was evident because the librarian asked me to add three other resources that are already listed on the website and in LibGuides.

I tried to keep on slogging through, but the waves of nausea I’d been ignoring all morning were becoming harder to ignore. I decided it would be better to ride them at home than trying to work and maybe staying too long. Good thing I did, because the next 12 hours were very unpleasant, and the 12 after that less so. I’m posting this now a day late, and I’m finally starting to feel human again.

So, for library day in the life round eight, I’m signing out with a whimper.

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