illustration by wlef70
Speakers: Ros Raeford & Beverly Dowdy
Users were unhappy with eresource management, due in part to their ad hoc approach, and they relied on users to notify them when there were access issues. A heavy reliance on email and memory means things slip through the cracks. They were not a train wreck waiting to happen, they were train wreck that had already occurred.
Needed to develop a deeper understanding of their workflows and processes to identify areas for improvement. The reason that earlier attempts have failed was due to not having all the right people at the table. Each stage of the lifecycle needs to be there.
Oliver Pesch’s 2009 presentation on “ERMS and the E-Resources Lifecycle” provided the framework they used. They created a staff responsibility matrix to determine exactly what they did, and then did interviews to get at how they did it. The narrative was translated to a workflow diagram for each kind of resource (ebooks, ejournals, etc.).
Even though some of the subject librarians were good about checking for dups before requesting things, acquisitions still had to repeat the process because they don’t know if it was done. This is just one example of a duplication of effort that they discovered in their workflow review.
For the ebook package process, they found it was so unclear they couldn’t even diagram it. It’s very linear, and it could have a number of processes happening in parallel.
Lots of words on screen with great ideas of things to do for quality control and user interface improvements. Presenter does not highlight any. Will have to look at it later.
One thing they mentioned is identifying essential tasks that are done by only one staff. They then did cross-training to make sure that if the one is out for the day, someone else can do it.
Surprisingly, they were not using EDI for firm orders, nor had they implemented tools like PromptCat.
Applications that make things work for them:
JTacq — using this for the acquisition/collections workflow. I’ve never heard of it, but will investigate.
ImageNow — not an ERM — a document management tool. Enterprise content management, and being used by many university departments but not many libraries.
They used SharePoint at a meeting space for the teams.
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.
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.
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:
Information architectures are becoming open ecologies: no artifacts stand alone — they are all apart of the user experience
users are becoming intermediaries: participants in these ecosystems actively produce and re-mediate content and meaning
static becomes dynamic: ecologies are perpetually unfinished, always changing, always open to further refinement and manipulation
dynamic becomes hybrid: the boundaries separating media, channels, and genres get thinner
horizontal prevails over vertical: intermediaries push for spontaneity, ephemeral structures of meaning and constant change
products are becoming experiences: focus shifts from how to design single items to how to design experiences spanning multiple steps
experiences become cross-channel experiences: experiences bridge multiple connected media, devices and environments into ubiquitous ecologies
