Aligning the Library as Strategic...
Transcript of Aligning the Library as Strategic...
Aligning the Library as Strategic Asset
Wendy Pradt Lougee9th International Bielefeld Conference
February 2009
Twin Cities Deans CouncilFebruary 2008
Aligning the Library as Strategic Asset:Positioning a Research Library in a Digital Age
• A New Paradigm• Organizational positioning• A Case Study: 3 scenarios
– Assessment: understanding processes– Engagement: new organizational models– Catalyst: a virtual community model
Aligning the Library as Strategic Asset:From Copernicus to Friedman
• A New Paradigm• Organizational positioning• A Case Study: 3 scenarios
– Assessment: understanding processes– Engagement: new organizational models– Catalyst: a virtual community model
A New Paradigm: Diffuse Libraries
With the incorporation of distributed technologies and more open models, the library has the potential to become more involved at all stages, and in all contexts, of knowledge creation, dissemination, and use. Rather than being defined by its collections or the services that support them, the library can become a diffuse agent within the scholarly community.
Lougee, Diffuse Libraries, 2002
•A conceptual or methodological model underlying the theories and practices of a science or discipline at a particular time; (hence) a generally accepted world view.
PARADIGM
Oxford English Dictionary
“when…the profession can no longer evade anomalies that subvert the existing tradition of… practice -– then begin the extraordinary investigations that lead the profession at last to a new set of commitments, a new basis for the practice of science.
Thomas Kuhn, Structure of Scientific Revolutions, 1962
Shifts
Collection-centrico Expertise
Shifts
Collection-centrico Expertise
Publication-focusedo Process
Shifts
Collection-centrico Expertise
Publication-focusedo Process
Access = controlo Sense-making
Shifts
Collection-centrico Expertise
Publication-focusedo Process
Access = controlo Sense-makingService = mediationo Enabling
ShiftsCollection-centrico Expertise
Publication-focusedo Process
Access = controlo Sense-makingService = mediationo EnablingLocalo Global
Aligning the Library as Strategic Asset:Positioning a Research Library in a Digital Age
• A New Paradigm• Organizational positioning• A Case Study: 3 scenarios
– Assessment: understanding processes– Engagement: new organizational models– Catalyst: a virtual community model
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• Comprehensive university, established 1851• 5 Campuses• Main campus(Twin Cities: Minneapolis/St. Paul)
– 16 colleges, 6 in health sciences– 51,000 students (32,000 undergraduates).
University Libraries14 libraries6.2 million volumes360 staff
University Strategic Positioning
• Global Position/Stature • Campus Engagement • Academic Priorities
• New institutional structures• Learning outcomes• Interdisciplinary, collaborative scholarship
• Infrastructure
Changing the Paradigm
“Copernicus’ innovation was not simply to move the earth. Rather, it was a whole new way of regarding the problems of physics and astronomy, one that necessarily changed the meaning of both earthand motion.”
Thomas Kuhn
VisionThe University Libraries are a strategic asset of the University, providing intellectual leadership and extraordinary information experiences toward the advancement of knowledge.
MissionThe University Libraries inspire learning and discovery through information resources, collaboration, and expertise.
University of Minnesota Libraries
Aligning the Library as Strategic Asset:Positioning a Research Library in a Digital Age
• A New Paradigm• Organizational Positioning• A Case Study: 3 scenarios
– Assessment: understanding processes– Engagement: new organizational models– Catalyst: a virtual community model
Assessment: Understanding Scholar Behavior & Processes
Ingredients:Behavioral assessment, methodologies, analytic framework, iterative design
A Multi-Dimensional Framework for Academic Support (2005-2007)Faculty & Graduate Students• Behaviors• Methodologies• Perceptions• Challenges
Two phases: humanities & social sciences; sciences (physical, natural, life, health sciences communities)
http://www.lib.umn.edu/about/mellon/http://www.lib.umn.edu/about/scieval
The Cycle of Assessment Assess…Develop…Engage
AnalyticFramework
Engage/Evaluate
Assessment
ServiceDevelopment
Strategy• Humanities/Social Sciences: Interviews, Survey
• Sciences: Interviews
Questions:• Research practices• Interdisciplinary & collaborative research• Resource management (organization, storage)• Library research
• Strong interest in digital resources• Diversity of locations, mobile• Diversity of resources/media used, interdisciplinary• Methods learned in “traditional” contexts are not easily
transferred to digital context • Significant problems in managing “gathered” resources• Increasing interest in collaboration• Researchers have unique collections, data to be shared
Summary of Humanities/Social Science Results
• Interdisciplinarity/collaborative• Keeping up within a discipline,
understanding another discipline, key figures, vocabulary
• Organizing/managing products of research• Idiosyncratic data management• People as information sources
Sciences: Unique Issues
Analytical Framework
• Categorize behaviors & identify “primitives”(Capture the processes, workflow)
• Analyze behavioral data, trends, relationships
• Identify potential tools/new services• Prototype tools/services; solicit scholar
feedback
Discover
Share Gather
Create
Primitives
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Primitives => Behaviors
Primitives => Behaviors
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Collecting
Organizing
Acquiring
Primitives => Behaviors
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Primitives => Behaviors
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Primitives => Behaviors => DaTa
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Primitives => Behaviors => DaTa
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Primitives => Behaviors =>development
Annotation Tools
Social Networking
Blogs, Wikis, Lists, Chat
Text, Stats, Geospatial, Design Analysis Tools
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Primitives => Behaviors => Development
Annotation Tools
Social Networking
Blogs, Wikis, Lists, Chat
Text, Stats, Geospatial, Design Analysis Tools
myU Portal
myLibrary within myU Portal
•Relevant component tools/content/services•Services on basis of user demographics &
“push” into user workflow•Users customize•Incorporate library services into other
services: iGoogle, etc.•Evolving community-based services
tc.grad.gs.anth.phd
campus
role
unit
program
degree
… a beginning point for personalized services
Affinity Strings…
See: Affinity Strings: Enterprise Data for Resource Recommendations http://journal.code4lib.org/articles/501
Affinities (9500)tc.grad.law.non-degree.na.dctc.grad.law.law.j_d.dctc.grad.law.law.j_d.nctc.grad.law.law.l_l_m.nctc.grad.law.non-degree.nctc.grad.law.non-degree.na.nctc.grad.law.law.j_dtc.grad.law.law.l_l_mtc.grad.law.law.l_l_m.dctc.grad.law.non-degree.na.dctc.grad.law.law.j_d.dctc.grad.law.law.j_d.nctc.grad.law.law.l_l_m.nctc.grad.law.non-degree.nctc.grad.law.non-degree.na.nctc.grad.law.law.j_dtc.grad.law.law.l_l_mtc.grad.law.law.l_l_m.dctc.grad.law.non-degree.na.dctc.grad.law.law.j_d.dctc.grad.law.law.j_d.nctc.grad.law.law.l_l_m.nctc.grad.law.non-degree.nctc.grad.law.non-degree.na.nctc.grad.law.law.j_dtc.grad.law.law.l_l_mtc.grad.law.law.l_l_m.dctc.grad.law.non-degree.na.dctc.grad.law.law.j_d.dctc.grad.law.law.j_d.nc
MyLibrary --Status/RoleTemplates (∞):
•Graduate Students•Undergraduates•Incoming Freshman•Faculty•Research Staff•….
Discipline/Content Area (n=250, ∞):
•Accounting•Advertising•African American Studies•African Studies•Agriculture•Agronomy•Alternative Medicine•American Indian Studies•American Studies•….
Library’s content management system
Affinity strings…mapped to content
Affinity StringUser Group Behavior
myLibraryEnvironments
• Components• Discipline-focused• Content & Tools• Customizable
myLibraryEnvironments
Undergrad features:
•Subject guides•Course resources• AssignmentPlanner/Calculator
Engagement: Intentional, informed community exchange
Ingredients:Collaborative organizational model, tools for librarian support, leverage community advocates, campus infrastructure
Scholarly Communication Collaborative
• Libraries-wide group: “collaborative”• Educate staff, tools• Policy focus:
– Authors’ rights – Copyright– Publishing policies– Legislation
• Campus profile• Services
– Education/Consulting– Digital Conservancy
Staff Development & Support
• Experts• Environmental scan• Resources & tools• Templates • Action plan
– Engage advocates
Campus Education/Consultation
• News, featured topics• Copyright/Publishing
Center• Online tools &
templates• Repository services
"It's important forauthors to be able to
self-archive our works... As a land-grant university, it is part of our mission to provide broad access to higher education, and its fruits, to all of society. We can also work with our professional associations to ensure that scholars retain the rights they need.“
Prof. Gary Balas,Chair Aerospace Engineering
UNIVERSITY DIGITAL CONSERVANCY:University Archives
Faculty works
Model Program Resourceshttp://www.arl.org/sc/institute/fair/scprog/index.shtml
Catalyst: Shaping a sustainable virtual community
Ingredients:Expert collaboration, multi-institutional, social tools, sustainability model
“The time is right for taking a more cross-cutting, multidisciplinary approach to understanding the basic organizational abstractions, communication models, trust mechanisms, and technology infrastructure required to form and operate effective VO’s[virtual organizations] across a broad range of target domains.”
• Mellon Foundation-funded Scholarly Communication Institute (practical ethics)
• A place for bioethics community: discovering, gathering, creating, sharing
• Develop sustainable, multi-institutional, interdisciplinary community
EthicShareCommunity Based Research
Bioethics Community
Engaged in “…consideration of issues in human values as they relate to health services, the education of healthcare professionals and research.”
-- American Society for Bioethics and Humanities
• High quality (selective) content• Comprehensive access to all material types (full text)• Access to materials in all related academic fields• Space for (global) community discussion, exchange,
commentary• Ability to have individual work space
Community Requirements(Defined through focus groups, surveys)
CONTENT
COMMUNITY
ACCESS
GOVERNANCE
Engagement & CollaborationSocial tools to add valueEditorial Participation
Collection developmentContent aggregationHarvestingIngest mechanisms
Discovery ToolsAutomated ontology
Community vettingFaceted searching
Virtual Community Components
Policy & SustainabilityEditorial policies
Community participationUser privacy
Intellectual Property
EthicShare Community
• Open framework (drupal)• Repository & content harvesting functions• Multi-institution resolution services• Faceted search• Recommendations, ratings, tagging• Events, blogs• Sustainability within community?
EthicShareA Collaborative Research Community
Library Role in Virtual Communities?• Content selection, conversion; adding value• Preservation, curation• Tool development• Integration of content, content & tools • Catalyst for collaboration?
• Who hosts the virtual community?• Who contributes to the virtual community?• Who sustains the virtual community?
Exclusive roles? Collaborative roles?
Emergent Roles
• Collaborators: able to operate in, mobilize, inspire, and manage complexity
• Synthesizers: create unexpected mash-ups with breakthrough results
• Explainers: bring disparate things together & turn complexity to simplicity
• Localizers: adapt global infrastructure to local needs
• Leveragers: bring together the right people, resources, ideas to maximize and move beyond the current state
CHANGING THE PARADIGM:Breaking tradition
...the extraordinary episodes in which that shift of professional commitments occurs are …revolutions. They are the tradition-shatteringcomplements to the tradition-bound activity of normal science.”
Thomas Kuhn