IL 2012: The Next Big Thing

Moving on
“Moving on” by Craig Allen

Speaker: Dave Hesse & Brian Pichman

They used a Lazer Tag like system to set up “Hunger Games” nights in the library. They also used a bunch of interactive tech toys for different kinds of game nights.

They’re mounting tables as shelf labels that show the range in sleep mode, but when activated will display reviews and other information about books in the range, as well as other interactive multimedia.

Speaker: Sarah Houghton

Cutting stuff. Cutting lots of things out of the budget, services, etc. All of these things we learn about take time and money, and we can’t do all of them. She’s making everyone in her library earn their pet program. It has to show some sort of ROI (not specifically financial). Make business decisions about what we do and why.

Q: What did you cut that you didn’t want to?
A: Magnatune deal — really wanted to do it, but didn’t have the staff time and a negative amount of money to dedicate to anything.

Speaker: Ben Bizzle

We are doing a really poor job of marketing ourselves to our communities, and we’re wasting money on old methods and tools to do it. There are more cost-effective ways to do this, particularly for public libraries. Facebook is a really cost-effective way to market to your community over and over again, and running ads to get people in your community to like your Facebook page has been shown to be very effective. Be part of the stream without being disruptive. Facebook events invitations are disruptive and ineffective.

Next big things from the audience:

  • Would like to have a better way to provide remote authentication for users from anywhere, regardless of the speed of the connection (i.e. 3G mobile phone or a hotel wireless connection).
  • Focusing on programming that brings the Spanish-speaking and English-speaking communities together.
  • Integrating local self-published creators’ content within the rest of the library’s electronic content.
  • Trying to find better metrics to measure success for ROI.
  • Developing community investors from FOL and active volunteers.
  • Giving up paper flyers/posters and moving to digital.
  • Moving social media effort to marketing department.
  • Looking at duplicate efforts and winnowing them down.
  • Learning how to code.
  • Hiring part-time and hiring non-librarians.
  • FRBR. RDA. Say no more.
  • Advocacy. Facetime with politicians and other sources of funding.
  • Would like to hear more from public libraries on ‘bring your own device’ initiatives that could be applied in the academic library setting.
  • Gamification of library resources and services.
  • Wikipedia – we should be creating more content there.
  • Better relationships with publishers.
  • The next level of life-long learning like Coursera and making the library a hub for it.
  • Downloadble database of music by local musicians.
  • Copyright, curations, folksonomies, and other issues of creating communities.
  • Podcasting.
  • Digitization projects that engage specific communities.
  • Keeping my head above water. Migrating to a more self-service model while maintaining a high level of service.
  • Moving to a new ILS. Proprietary or open source?
  • Reaching out to atypical non-users. Running ads in local for sale magazines.
  • Lock-in gaming nights.

IL 2012: Discovery Systems

Space Shuttle Discovery Landing At Washington DC
“Space Shuttle Discovery Landing At Washington DC” by Glyn Lowe

Speaker: Bob Fernekes

The Gang of Four: Google, Apple, Amazon, & Facebook

Google tends to acquire companies to grow the capabilities of it. We all know about Apple. Amazon sells more ebooks than print books now. Facebook is… yeah. That.

And then we jump to selecting a discovery service. You would do that in order to make the best use of the licensed content. This guy’s library did a soft launch in the past year of the discovery service they chose, and it’s had an impact on the instruction and tools (i.e. search boxes) he uses.

And I kind of lost track of what he was talking about, in part because he jumped from one thing to the next, without much of a transition or connection. I think there was something about usability studies after they implemented it, although they seemed to focus on more than just the discovery service.

Speaker: Alison Steinberg Gurganus

Why choose a discovery system? You probably already know. Students lack search skills, but they know how to search, so we need to give them something that will help them navigate the proprietary stuff we offer out on the web.

The problem with the discovery systems is that they are very proprietary. They don’t quite play fairly or nicely with competitor’s content yet.

Our users need to be able to evaluate, but they also need to find the stuff in the first place. A great discovery service should be self-explanatory, but we don’t have that yet.

We have students who understand Google, which connects them to all the information and media they want. We need something like that for our library resources.

When they were implementing the discovery tool, they wanted to make incremental changes to the website to direct users to it. They went from two columns, with the left column being text links to categories of library resources and services, to three columns, with the discover search box in the middle column.

When they were customizing the look of the discovery search results, they changed the titles of items to red (from blue). She notes that users tend to ignore the outside columns because that’s where Google puts advertisements, so they are looking at ways to make that information more visible.

I also get the impression that she doesn’t really understand how a discovery service works or what it’s supposed to do.

Speaker: Athena Hoeppner

Hypothesis: discovery includes sufficient content of high enough quality, with full text, and …. (didn’t type fast enough).

Looked at final papers from a PhD level course (34), specifically the methodology section and bibliography. Searched for each item in the discovery search as well as one general aggregator database and two subject-specific databases. The works cited were predominately articles, with a significant number of web sources that were not available through library resources. She was able to find more citations in the discovery search than in Google Scholar or any of the other library databases.

Clearly the discovery search was sufficient for finding the content they needed. Then they used a satisfaction survey of the same students that covered familiarity and frequency of use for the subject indexes, discovery search, and Google Scholar. Ultimately, it came down that the students were satisfied and happy with the subject indexes, and too few respondents to get a sense of satisfaction with the discovery search or Google Scholar.

Conclusions: Students are unfamiliar with the discovery system, but it could support their research needs. However, we don’t know if they can find the things they are looking for in it (search skills), nor do we know if they will ultimately be happy with it.

IL 2012: Engaging & Inspiring Staff

Leadership
“Leadership” by Andrew Becraft
Speaker: Michelle Boule

Crowdsourcing without a purpose is like unleashing a horde of zombies.

There are three things you need to do to engage staff with crowdsourcing: give them a goal, let them choose their own weapons (technology and methods used to accomplish the goal; group organizational structure), and celebrate both their successes and failures.

The easiest way to get staff engaged is to involve them in the process, and listen/respond to the input they provide.

Keep in mind that this only works if your organization is not so wedded to hierarchy that they can’t set that aside to get the work done. A way to handle that kind of work environment is to have a moderator to keep those staff involved, or remove from the group the managers that cause the problem.

Speaker: Lisa Hardy

About four years ago, they put together a team of eight to plan for leadership development, board engagement & strategic planning, and staff engagement. One of the keys to the group’s success was that it had closure — it was not an ongoing committee, but rather a task force with a specific goal and timeframe.

One of the outcomes was a “Future Action Think Tank,” which was not mandatory for all staff, unlike other events of that nature. The staff had to submit an application/essay explaining why they wanted to attend, and almost all attended. If they didn’t submit an expression of interest, they were turned away.

They started the day with a futurist faire, where staff talked about the things they were doing in a poster session style setting. The biggest part of the day was the field trip. They had several different location options around the city, and each of the places visited talked about their particular challenges and what they were doing to meet them (university digital library, zoo, science center, immigrant serving agencies, youth serving agencies, volunteer agencies, etc.).

There were other events that happened after it, and the second one actually came directly from administration. They had staff come and pitch their ideas to the administrators, and one was given funding to go ahead. Kind of like an entrepreneur TV show in Canada.

20% of staff are always open to change, and are willing to follow/lead anywhere; 20% of staff will stand in the way of change; and 60% will go either way. Where will you focus your energies?

Q&A:
Audience member suggested using Belbin for assessing potential roles when forming a group, and this may help avoid some of the issues of organizational hierarchy impeding staff involvement.

IL 2012: CULC and eBound

Holbeach e-book marker [old photo]
“Holbeach e-book marker [old photo]” by Paul Stainthorp
Speaker: Ken Roberts

Background: Canadian Urban Libraries Council (CULC) member libraries serve 70% of the Canadian population, and 98% of the circulation of materials. eBound is the Canadian eContent distribution arm for more than 100 Canadian publishers.

Publishers really needed a purchase model, not a licensing model, because their contracts with authors talked about sales. Libraries, on the other hand, preferred a license model. There was also some concern from the publishers that rights would be implemented in the way they were intended. And, they needed a third party partner to find a vendor who could handle the responsibility of housing and mediating the circulation of the ebooks, which is where eBound came in.

The purchase model seems a bit complex, and focuses primarily on the publisher’s back catalog at a very low rate per title ($10) sold in large blocks to the entire system. This addresses the publisher’s concern that the midlist authors aren’t getting exposure in libraries. And, if the circulation is low, the price drops after a period of time. The titles have a “worn out” rate of approximately 40 circulations. Some titles can be purchased at a higher rate for preservation purposes and would be DRM-free.

They expect to roll out the vendor side systems next spring, and once that is settled, then it would be rolled out to CULC members.

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: Results of Web-scale discovery — Data, discussions and decisions

Speakers: Jeff Daniels, Grand Valley State University

GVSU has had Summon for almost three years — longer than most any other library.

Whether you have a web-scale discovery system or are looking at getting one, you need to keep asking questions about it to make sure you’re moving in the right direction.

1. Do we want web-scale discovery?
Federated searching never panned out, and we’ve been looking for an alternative ever since. Web-scale discovery offers that alternative, to varying degrees.

2. Where do we want it?
Searching at GVSU before Summon — keyword (Encore), keyword (classic), title, author, subject, journal title
Searching after Summon — search box is the only search offered on their website now, so users don’t have to decide first what they are searching
The heat map of clicks indicates the search box was the most used part of the home page, but they still had some confusion, so they made the search box even more prominent.

3. Who is your audience?
GVSU focused on 1st and 2nd year students as well as anyone doing research outside their discipline — i.e. people who don’t know what they are looking for.

4. Should we teach it? If so, how?
What type of class is it? If it’s a one-off instruction session with the audience you are directing to your web-scale discovery, then teach it. If not, then maybe don’t. You’re teaching the skill-set more than the resource.

5. Is it working?
People are worried that known item searches will get lost (i.e. catalog items). GVSU found that the known items make up less than 1% of Summon, but over 15% of items selected from searches come from that pool.
Usage statistics from publisher-supplied sources might be skewed, but look at your link resolver stats for a better picture of what is happening.

GVSU measured use before and after Summon, and they expected searches to go down for A&I resources. They did, but ultimately decided to keep them because they were needed for accreditation, they had been driving advanced users to them via Summon, and publishers were offering bundles and lower pricing. For the full-text aggregator databases, they saw a decrease in searching, but an increase in full-text use, so they decided to keep them.

Speaker: Laura Robinson, Serials Solutions

Libraries need information that will help us make smart decisions, much like what we provide to our users.

Carol Tenopir looked at the value gap between the amount libraries spend on materials and the perceived value of the library. Collection size matters less these days — it’s really about access. Traditional library metrics fail to capture the value of the library.

tl;dr — Web-scale discovery is pretty awesome and will help your users find more of your stuff, but you need to know why you are implementing it and who you are doing it for, and ask those questions regularly even after you’ve done so.

ER&L 2012: Working For You — NISO Standards and Best Practices

wood, water, and stone
courtyard of the conference hotel

Speaker: Nettie Legace

NISO is more than just the people at the office — it’s the community that comes together to address the problems that we have, and they’re alway soliciting new work items. What are your pain points? Who needs to be involved? How does it relate to existing efforts?

A NISO standard is more formal and goes through a rigorous process to be adopted. A NISO recommended practice is more edgy and discretionary. There are a lot of standards and best practices that have not been adopted, and it depends on the feasibility of implementation.

Get involved if you care about standards and best practices!

Speakers: Jamene Brooks-Kieffer & John Law

They’re talking about the Open Discovery Initiative. Discovery systems have exploded, and there are now opportunities to come together to create some efficiencies through standards. The working group includes librarians, publishers, and discovery service providers.

The project has three main goals: identify stakeholder needs & requirements, create recommendations and tools to streamline process, and provide effective means of assessment. Deliverables include a standard vocabulary, which the group has found they need just to communicate, and a NISO recommended practice. They plan to have the initial draft by January 2013 and finish the final draft by May 2013.

There will be an open teleconference on Monday.

Speaker: Oliver Pesch

SUSHI was one of the first standards initiatives to use the more agile development process which allows for review and revision in 5-7 years. The down side to a fixed standard is that you have to think of every possible outcome in the standard because you may not get a chance to address it again, and with electronic standards, you have to be able to move quickly. So, they focused on the core problem and allowed the standard to evolve through ongoing maintenance.

SUSHI support is now a requirement for COUNTER compliance, and it has been adopted by approximately 40 content providers. MISO client is a free tool you can download and use it to harvest SUSHI reports.

Part of SUSHI’s success comes from being a part of NISO and the integration with COUNTER, but they’re not done. They’re doing a lot of work to promote interoperability, and they have published the SUSHI Server Test Mode recommended practice. They’re also preparing for release 4 of COUNTER, and making adjustments as needed. They’re also publishing a COUNTER SUSHI Implementation Profile to standardize the interpretation of implementation across providers.

Questions/Comments:
Major concern about content providers who also have web-scale discovery solutions that don’t share content with each other — will that ever change? Not in the scope of the work of the ODI. More about how players work together in better ways, not about whether or not content providers participate.

Why is SUSHI not more commonly available? Some really big players aren’t there yet. How fast is this going to happen? A lot of work is in development but not live yet. What drives development is us. [Except we keep asking for it, and nothing happens.] If you allow it to be okay for it to not be there, then it won’t.

JISC created a template letter for member libraries to send to publishers, and that is making a difference.

ER&L 2012: Consortia On Trial — In Defense of the Shared Ebook

Hi, how are you?
an Austin classic

Speaker: Nancy Gibbs, Duke & TRLN

The consortia TRLN began in the 1930’s as a shared collection development strategy for print materials. They share a catalog, print repository, approval vendor database, and they collaborate on large and individual purchases. This was really easy in the print world. As of 2006, only 8% of print books were duplicated across all three schools (Duke, NCSU, & UNC-CH).

Then ebooks arrived. And duplication began to grow exponentially. Many of the collections can’t be lent to the consortia libraries, and as a result, everyone is having to buy copies rather than relying on the shared collections of the past.

Speaker: Michael Zeoli, YBP

YBP has seen a small increase in ebooks purchased by academic libraries, and a much larger decrease in the purchase of print books, despite acquiring Blackwell last year. This is true of the TRLN consoritum as well.

About 20% of the top 24 publishers are not working with PDA or consortia, and about half that do are not doing both. Zeoli tries to meet with publishers and show them the data that it’s in their best interest to make ebooks available at the same time as print, and that they need to also be include in PDA and consortia arrangements.

Consortias want PDA, but not all the content is available. Ebook aggregators have some solutions, but missing the workflow components. Publisher role is focused on content, not workflow. PDA alone for consortia is a disincentive for publishers, it ignores practical integration of appropriate strategies and tools, and it’s a headache for technical staff.

A hybrid model might look like Oxford University Press. There are digital collections, but not everything is available that way, so you need options for single-title purchases through several models. This requires the consortium, the book seller, and the publisher to work together.

Speaker: Rebecca Seger, OUP

The publishers see many challenges, not the least of which is the continued reliance on print books in the humanities and social sciences, although there is a demand for both formats. Platforms are not set up to enable sharing of ebooks, and would require a significant investment in time and resources to implement.

They have done a pilot program with MARLI to provide access to both the OUP platform and the books they do not host but make available through eBrary. [Sorry — not sure how this turned out — got distracted by a work email query. They’ll be presenting results at Charleston.]

Questions:
How do MARLI institutions represent access for the one copy housed at NYU? Can download through Oxford site. YBP can provide them. The challenge is for the books that appear on eBrary a month later, so they are using a match number to connect the new URL with the old record.

And more questions. I keep zoning out during this part of the presentations. Sorry.

ER&L 2012: ERM Workflow and Communications Panel

218/365 - communication problems?
photo by Josh Fassbind

Speakers: Annie Wu & Jeannie Castro

They used a HelpDesk Ticket for new subscriptions to manage the flow of information and tasks through several departments. Sadly, it’s not designed for ejournals management, and not enough information could be included in the ticket, or was inconsistently added. So, they needed to make some changes.

A self-initiated team decided a new workflow using a spreadsheet to keep the info and set up status alerts in SerialsSolutions. The alerts and spreadsheets facilitated the workflow through all departments.

A lengthy description of the process, spreadsheets, action logs, email alerts, and I’ve concluded that my paper checklist is still the best solution for my small library.

Challenges with their system included the use of color to indicate status (one staff is color blind, which is why the also use an action log), there is some overlap of work, and tracking unsolved problems is difficult. Despite that, they feel it is better than the old system. It’s a shared and transparent process, with decent tracking of subscriptions, and it’s easy to integrate additional changes in the process.

Speaker: Kate Montgomery

They initially had Meridian, and while it was great that they followed the ERMI standard, they didn’t need everything, so it was a sea of bits of data with lots of blank fields. Meridian is dead, so they had to look for alternatives. Considered Verde, but sensed that it was to be replaced by Alma. So, they had to decide whether to build their own tool, using an open source product, or purchasing something. They were limited by time, staffing, and money.

Ultimately, they decided to go with CORAL. They didn’t have to learn a lot of new skills (MySQL & PHP) to set it up and get it to work. Rather than looking at this as a whole lot of work, they took the opportunity to make a product that works for them. They reviewed and documented their workflows and set some standards.

CORAL can create workflows that trigger actions for each individual or group, depending on the item or situation. Hopes to use this to create buy-in from library departments and other small libraries around campus.

ER&L 2012: Knockdown/Dragout Webscale Discovery Service vs. Niche Databases — Data-Driven Evaluation Methods

tug-of-war
photo by TheGiantVermin

Speaker: Anne Prestamo

You will not hear the magic rational that will allow you to cancel all your A&I databases. The last three years of analysis at her institution has resulted in only two cancelations.

Background: she was a science librarian before becoming an administrator, and has a great appreciation for A&I searching.

Scenario: a subject-specific database with low use had been accessed on a per-search basis, but going forward it would be sole-sourced and subscription based. Given that, their cost per search was going to increase significantly. They wanted to know if Summon would provide a significant enough overlap to replace the database.

Arguments: it’s key to the discipline, specialized search functionality, unique indexing, etc… but there’s no data to support how these unique features are being used. Subject searches in the catalog were only 5% of what was being done, and most of them came from staff computers. So, are our users actually using the controlled vocabularies of these specialized databases. Finally, librarians think they just need to promote these more, but sadly, that ship’s already sailed.

Beyond usage data, you can also look at overlap with your discovery service, and also identify unique titles. For those, you’ll need to consider local holdings, ILL data, impact factors, language, format, and publication history.

Once they did all of that, they found that 92% of the titles were indexed in their discovery service. The depth of the backfile may be an issue, depending on the subject area. Also, you may need to look at the level of indexing (cover to cover vs. selective). In the end, they found that 8% of the titles not included, they owned most of them in print and they were rather old. 15% of the 8% had impact factors, which may or may not be relevant, but it is something to consider. And, most of the titles were non-English. They also found that there were no ILL requests for the non-owned unique titles, and less than half were scholarly and currently being published.

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