NASIG 2009: Ensuring Perpetual Access to Online Subscriptions

Presenters: Judy Luther (moderator), Ken DiFiore, Nancy Gibbs (contributed, but not able to attend), Selden Lamorueux, Victoria Reich, Heather Ruland Staines, and Kim Steinle

Librarians have asked publishers to ensure that they will have perpetual access available to paid subscribers, which is a reverse of the previous arrangement with print, which required the librarians to preserve access to the physical copy in their buildings. It took publishers some time to address this, and it continues to evolve.

Libraries, and academic libraries in particular, have proven staying power. Librarians, working with publishers, are responsible for providing access to information.

There are two issues with online perpetual access: maintaining access to content when a subscription ends and maintaining access to content when a publisher ceases to exist. Libraries have the resources to be custodians of the content through digital preservation practices, both alone and in community.

How are librarians & publishers managing expectations for the financial impact of moving to online-only content? First, make sure that there is some sort of preservation guarantee. You will need to start shifting staff from managing stacks/materials to managing online, which will impact training needs. There are cost savings in space and opening up the building to other relevant uses. Peter McCracken suggests that we should emphasize the service and benefits of online content.

Libraries purchase the delivery mechanism, not the content. Owning a print archive does not mean that online is automatically free. And, it’s not just the content that you get with online. The user interface is an essential component, and it isn’t cheap to develop or maintain.

The most important thing that librarians need to do is read the license agreement. If it doesn’t specify what happens to content if a subscription is canceled or if the publisher ceases to exist, negotiate for that to be added. CYA, folks! If you pay for it, make sure you’re really going to get it.

NASIG 2009: Ambient Findability

Libraries, Serials, and the Internet of Things

Presenter: Peter Morville

He’s a librarian that fell in love with the web and moved into working with information architecture. When he first wrote the book Information Architecture, he and his co-author didn’t include a definition of information architecture. With the second edition, they had four definitions: the structural design of shared information environments; the combination of organization, labeling, search, and navigation systems in webs sites and intranet; the art and science of shaping information products and experiences to support usability and finadability; an emerging discipline and community of practice focused on bringing principles of designing and architecture to the digital landscape.

[at this point, my computer crashed, losing all the lovely notes I had taken so far]

Information systems need to use a combination of categories (paying attention to audience and taxonomy), in-text linking, and alphabetical indexes in order to make information findable. We need to start thinking about the information systems of the future. If we examine the trends through findability, we might have a different perspective. What are all the different ways someone might find ____? How do we describe it to make it more findable?

We are drowning in information. We are suffering from information anxiety. Nobel Laureate Economist Herbert Simon said, “A wealth of information creates a poverty of attention.”

Ambient devices are alternate interfaces that bring information to our attention, and Moreville thinks this is a direction that our information systems are moving towards. What can we now do when our devices know where we are? Now that we can do it, how do we want to use it, and in what contexts?

What are our high-value objects, and is it important to make them more findable? RFID can be used to track important but easily hidden physical items, such as wheelchairs in a hospital. What else can we do with it besides inventory books?

In a world where for every object there are thousands of similar objects, how do we describe the uniqueness of each one? Who’s going to do it? Not Microsoft, and not Donald Rumsfeld and his unknown unknown. It’s librarians, of course. Nowadays, metadata is everywhere, turning everyone who creates it into librarians and information architects of sorts.

One of the challenges we have is determine what aspects of our information systems can evolve quickly and what aspects need more time.

In five to ten years from now, we’ll still be starting by entering a keyword or two into a box and hitting “go.” This model is ubiquitous and it works because it acknowledges human psychology of just wanting to get started. Search is not just about the software. It’s a complex, adaptive system that requires us to understand our users so that they not only get started, but also know how to take the next step once they get there.

Some example of best and worse practices for search are on his Flickr. Some user-suggested improvements to search are auto-compete search terms, suggested links or best bets, and for libraries, federated search helps users know where to begin. Faceted navigation goes hand in hand with federated search, which allows users to formulate what in the past would have been very sophisticated Boolean queries. It also helps them to understand the information space they are in by presenting a visual representation of the subset of information.

Morville referenced last year’s presentation by Mike Kuniavsky regarding ubiquitous computing, and he hoped that his presentation has complemented what Kuniavsky had to say.

Libraries are more than just warehouses of materials — they are cathedrals of information that inspire us.

PDF of his slides

CIL 2009: ERM… What Do You Do With All That Data, Anyway?

This is the session that I co-presented with Cindi Trainor (Eastern Kentucky University). The slides don’t convey all of the points we were trying to make, so I’ve also included a cleaned-up version of those notes.

  1. Title
  2. In 2004, the Digital Library Federation (DLF) Electronic Resources Management Initiative (ERMI) published their report on the electronic resource management needs of libraries, and provided some guidelines for what data needed to be collected in future systems and how that data might be organized. The report identifies over 340 data elements, ranging from acquisitions to access to assessment.

    Libraries that have implemented commercial electronic resource management systems (ERMS) have spent many staff hours entering data from old storage systems, or recording those data for the first time, and few, if any, have filled out each data element listed in the report. But that is reasonable, since not every resource will have relevant data attached to it that would need to be captured in an ERMS.

    However, since most libraries do not have an infinite number of staff to focus on this level of data entry, the emphasis should instead be placed upon capturing data that is neccessary for managing the resources as well as information that will enhance the user experience.

  3. On the staff side, ERM data is useful for: upcoming renewal notifications, generating collection development reports that explain cost-per-use, based on publisher-provided use statistics and library-maintained, acquisitions data, managing trials, noting Electronic ILL & Reserves rights, and tracking the uptime & downtime of resources.
  4. Most libraries already have access management systems (link resolvers, A-Z lists, Marc records).
  5. User issues have shifted from the multiple copy problem to a “which copy?” problem. Users have multiple points of access, including: journal packages (JSTOR, Muse); A&I databases, with and without FT (which constitute e-resources in themselves); Library website (particularly “Electronic Resources” or “Databases” lists); OPAC; A-Z List (typically populated by an OpenURL link resolver); Google/gScholar; article/paper references/footnotes; course reserves; course management systems (Blackboard, Moodle, WebCT, Angel,Sakai); citation management software (RefWorks, EndNote, Zotero); LibGuides / course guides; bookmarks
  6. Users want…
  7. Google
  8. Worlds collide! What elements from the DLF ERM spec could enhance the user experience, and how? Information inside an ERMS can enhance access management systems or discovery: subject categorization within the ERM that would group similar resources and allow them to be presented alongside the resource that someone is using; using statuses to group & display items, such as a trialset within the ERM to automatically populate a page of new resources or an RSS feed to make it easy for the library to group and publicize even 30 day trial. ERMS’s need to do a better job of helping to manage the resource lifecycle by being built to track resources through that lifecycle so that discovery is updated by extension because resources are managed well, increasing uptime and availability and decreasing the time from identification above potential new resource to accessibility of that resource to our users
  9. How about turning ERM data into a discovery tool? Information about accessibility of resources to reference management systems like Endnote, RefWorks, or Zotero, and key pieces of information related to using those individual resources with same, could at least enable more sophisticated use of those resources if not increased discovery.

    (You’ve got your ERM in my discovery interface! No, you got your discovery interface in my ERM! Er… guess that doesn’t quite translate.)

  10. Flickr Mosaic: Phyllotaxy (cc:by-nc-sa); Librarians-Haunted-Love (cc:by-nc-sa); Square Peg (cc:by-nc-sa); The Burden of Thought (cc:by-nc)

CIL 2009: Social Network Profile Management

Speaker: Greg Schwartz

Who are you online? Identity is what you say about you and what others say about you. However, it’s more than just that. It includes the things you buy, the tools you use, the places you spend your time, etc.

You do not own your online identity. You can’t control what people find out about you, but you can influence it.

  1. Own your user name. Pick one and stick to it. Even better if you can use your real name. (checkusernames.com)
  2. Join the conversation. Develop your identity by participating in social networks.
  3. Listen. Pay attention to what other people are saying about you.
  4. Be authentic. Ultimately, social networking is about connecting your online identity to your in-person identity.

Speaker: Michael Porter

MP was the project manager for the social tools on WebJunction. It’s designed to be for librarians and library staff.

If you are representing your organization online, be yourself, but also be sensitive to how that could be perceived. Share your library success stories!

Speaker: Sarah Houghton-Jan

Library online identities should be created with a generic email address, should be up-to-date, and should allow comment and interaction with users. Keep the tone personable.

Don’t use multiple identities. Make sure that someone is checking the contact points. You’ll get better results if you disperse the responsibility for library online identities across your institution rather than relying on one person to manage it all.

Speaker: Amanda Clay Powers

People have been telling their stories for a long time, and online social networks are just another tool for doing that. Some people are more comfortable with this than others. It’s our role to educate people about how to manage their online identities, however, our users don’t always know that librarians can help them.

On Facebook, you can manage social data by creating friends lists. This functionality is becoming more important as online social networks grow and expand.

CIL 2009: New Strategies for Digital Natives

Speaker: Helene Blowers

Begins with a video of a 1yo. unlocking and starting up a Preschool Adventure game on an iPhone, and then paging through images in the photo gallery. Joey is a digital native and the future of library users.

Digital natives are those born after 1980. When they were 1, IBM distributed the first commercial PC. Cellular phones were introduced at the age of 3. By the time they were 14, the internet was born.

Web 1.0 was built on finding stuff, Web 2.0 was built on connecting with other users and share information. Digital natives are used to not only having access to the world through the internet, but also engaging with it.

Business Week categorized users by how they interact with the internet and their generation. This clearly lays out the differences between how the generations use this tool, and it should inform the way we approach library services to them.

Digital native realities:

  • Their identity online is the same as their in-person identity. They grew up with developing both at the same time, as oppose to those who came before. Facebook, MySpace, Twitter, Flixster, and LinkedIn are the top five online social networks, according to a report in January. How many of them do you have an identity in?
  • The ability to create and leave your imprint somewhere is important to digital natives. According to the Pew Internet & American Life, those who participate in social networks are more likely to create unique content than those who do not.
  • We are seeing a shift from controlled information to collaborative information, so digital information quality has become important and a personal responsibility to digital natives. After a study showed that Wikipedia was as accurate as Britannica resulted in EB adding a wiki layer to their online presence.
  • Digital natives have grown up in a world they believe to be safe, whether it is or not. Less than 0.08% of students say that they have met someone online without their parents knowledge, and about 65% say that they ignored or deleted strangers that tried to contact them online. However, that doesn’t stop them from intentionally crossing that line in order to rebel against rules.
  • Digital opportunity is huge. There are no barriers, the playing field has been leveled, access is universal, connection ubiquitous, and it’s all about me.
  • Digital sharing is okay. It’s just sharing. They aren’t concerned with copyright or ownership. Fanfic, mashups, remixes, parodies… Creative Commons has changed the way we look at ownership and copyright online.
  • Privacy online and in their social networks is not much of a concern. Life streams aggregate content from several social networks, providing the big picture of someone’s online life.
  • What you do online makes a difference — digital advocacy. This was clear during the US presidential election last year.

What does this mean for libraries? How do we use this to support the information needs of our users?

Think about ways to engage with virtual users — what strategies do we need in order to connect library staff and services with users in meaningful ways? Think about ways to enrich the online experience of users that then enhances their experiences in the physical library and their daily lives. Think about ways to empower customers to personalize and add value to their library experience so that they feel good about themselves and their community.

CIL 2009: What Have We Learned Lately About Academic Library Users

Speakers: Daniel Wendling & Neal K. Kaske, University of Maryland

How should we describe information-seeking behavior?

A little over a third of the students interviewed reported that they use Google in their last course-related search, and it’s about the same across all classes and academic areas. A little over half of the same students surveyed used ResearchPort (federated search – MetaLib), with a similar spread between classes and academic areas, although social sciences clearly use it more than the other areas. (survey tool: PonderMatic – copy of survey form in the conference book).

Their methodology was a combination of focus-group interviews and individual interviews, conducted away from the library to avoid bias. They used a coding sheet to standardize the responses for input into a database.

This survey gathering & analysis tool is pretty cool – I’m beginning to suspect that the presentation is more about it than about the results, which are also rather interesting.

 

Speaker: Ken Varnum

Will students use social bookmarking on a library website?

MTagger is a library-based tagging tool, borrowing concepts from resources like Delicious or social networking sites, and intended to be used to organize academic bookmarks. In the long term, the hope is that this will create research guides in addition to those supported by the librarians, and to improve the findability of the library’s resources.

Behind the scenes, they have preserved the concept of collections, which results in users finding similar items more easily. This is different from the commercial tagging tools that are not library-focused. Most tagging systems are tagger-centric (librarians are the exception). As a result, tag clouds are less informative, since most of the tags are individualized and there isn’t enough overlap to make them more visible.

From usability interviews, they found that personal motivations are stronger than social motivations, and that they wanted to have the tags displays alongside traditional search results. They don’t know why, but many users perceived tagging to be a librarian thing and not something they can do themselves.

One other thing that stood out in the usability interviews was the issue of privacy. Access is limited to network login, which has its benefits (your tags and you) and its problems (inappropriate terminology, information living in the system beyond your tenure etc.).

They are redesigning the website to focus on outcomes (personal motivation) rather than on tagging as such.

virtual services in libraries

This started as a comment response to David Lee King’s admonition, but by the time I got to paragraph three, I decided it would be better to post it here instead.

My library (small private academic university) offers both IM and email reference services. There is a note on the IM page of the website which states, “Users at the Main Service Desk have priority over IM users. IM users are taken in a first-come, first served order. If you would prefer not to wait, you may always email a librarian.” Essentially, this is the only way we can manage IM reference service with one person handling it at the same time they are answering questions at the desk and responding to email queries. So far, our users have been understanding, and IM reference makes up approximately 10% of our reference interactions.

I don’t see this as discriminating against our virtual users. Anyone in customer service will tell you that the person standing in front of you takes priority. The culture of IM is such that a delay in responding is acceptable, if not expected. Chat doesn’t mean that you drop everything else — we’re all used to multi-tasking while having an online conversation. Chat provides a faster back and forth than email, which is why many prefer it for reference interactions, but that doesn’t mean they expect instantaneous service.

The libraries with explicitly stated response times that DLK points out are large institutions serving large populations. My library can get away with fast response times because we might get one or two IM questions an hour, at most. Larger populations result in more questions, and depending on how in-depth those questions are, it may take several hours or longer to respond with all of the information the user is seeking. I often conclude a basic IM reference transaction by providing the student with the contact information for their subject librarian and the personal appointment request form. Some research needs can’t be met exclusively in an online environment.

I get what DLK is trying to say, and I agree that we should treat our online users with the same courtesy we do our in-person users. However, the limitations in online reference tools, staffing, and resources all combine to make it difficult to create a virtual library utopia. We should strive for it, yes, but making librarians feel even more guilty because they can’t do it (for whatever reason) is not going to improve the situation.

professionally annoyed

I don’t understand the appeal that the anonymous blogger “Annoyed Librarian” has among certain segments of the profession. When s/he entered the blogosphere, I read the entries for a while, mainly because so much buzz had been generated around them. But, after a while, the bitter negativity wore me down and I started avoiding it.

I know things aren’t perfect in Libraryland. We have a lot of work to do to catch up with the tools and services that our for-profit competitors provide. Will we be able to move forward and fix what needs fixing if we spend all of our time wallowing in complaints and self-hatred? No.

I put on my metaphorical ass-kicking boots every day and try to do what I can in my job to make library services and resources more accessible and functional for my library’s users. Occasionally, I do slide into fruitless complaining — we all do — but I don’t stay there for long. I’m lucky to have good people working with me, and as long as we support each other, it will be alright.

There was a flurry of tweets, blog postings, and other social media exclamations of WTF? when American Libraries Library Journal hired the Annoyed Librarian to be an official blogger for the magazine. I shrugged it off, since I rarely read the American Libraries Library Journal website anyway, unless I’m looking for an article I want to share with a colleague. However, it seems that was only the tip of the iceberg. Volume 5, issue 4 of Haworth’s Journal of Access Services is an entire issue of essays written by the Annoyed Librarian.

The Journal of Access Services. The “one-of-a-kind, peer-reviewed quarterly journal” that “covers the full range of access issues affecting libraries today.” Seriously? An entire issue of a journal subtitled “Service Innovations for 21st Century Libraries” is now dedicated to an anonymous someone who’s best known for trashing any sort of innovation or philosophy that the Librar* 2.0 movement puts forward? What were they thinking?

ETA: Wrong library journal up there. Fixed it. Also, an indication of how much that concerned me, no?

Addendum: It seems that not all members of the Journal of Access Services editorial board were aware of the decision to make the special issue entirely Annoyed.

gathering statistics

For the past couple of weeks, the majority of my work day has been spent on tracking down and massaging usage statistics reports from the publishers of the online products we purchase. I am nearly half-way through the list, and I have a few observations based on this experience:

1. There are more publishers not following the COUNTER code of practice than those who are. Publishers in traditionally library-dominated (and in particular, academic library-dominated) markets are more likely to provide COUNTER-compliant statistics, but that is not a guarantee.

2. Some publishers provide usage statistics, and even COUNTER-compliant usage statistics, but only for the past twelve months or some other short period of time. This would be acceptable only if a library had been saving the reports locally. Otherwise, a twelve month period is not long enough to use the data to make informed decisions.

3. We are not trying to use these statistics to find out which resources to cancel. On the contrary, if I can find data that shows an increase in use over time, then my boss can use it to justify our annual budget request and maybe even ask for more money.

Update: It seems that the conversation regarding my observations is happening over on FriendFeed. Please feel free to join in there or leave your thoughts here.

LITA 2008: Web Site Redesign – Perspectives from the Field, Panel Discussion

Panelists: Robin Leech (Oklahoma State University Libraries), Amelia Brunskill (Dickinson College), Edward M. Corrado (Binghamton University), Elizabeth Black (Ohio State University Libraries), Russell Schelby (Ohio State University Libraries)
Moderator: Mary LaMarca (Dartmouth College Library)

Black & Schelby:

When they began the project two years ago, the website was large and maintained by 100 content submitters, most of whom had limited coding expertise. Selected and implemented a Web Content Management System, and created a team of technical experts with both coding and project management skills. Black consciously focused on team development activities in addition to the projects the team worked on.

The team made a commitment to security, usability, maintainability, and data preservation of the website content. As a part of the data preservation, they were careful to document everything from architecture to passwords.

 

Brunskill:

Four years ago, Academic Technology, Library, and Information Services merged to become one division. The website was initially integrated, but then user feedback caused it to be broken out into separate divisions again. After a few years, the library wanted to make some changes, so they did a usability study, which resulted in some menu and vocabulary changes. Then, they began to plan for a much larger redesign.

To solve the communication problem, they set up a blog, charged unit representatives to report back to their units, and circulated usability data among all library staff. The usability studies also served as a buffer for touchy political situations, since the users are a neutral party.

 

Leech:

Developed two teams. The usability team informed the web redesign team, with only the library webmaster serving on both. Suggested that usability team read Don’t Make Me Think by Steve Krug.

 

Note: I had to leave early because I could not stop coughing. The hotel HVAC was not playing nicely with my cold.

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