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Public library advocacy in Portugal: a tentative approach 
José António Calixto
•What is advocacy? 
•Why advocacy? 
•Public libraries advocacy in Portugal? 
•What should we do? 
José António Calixto 
2 
Outline 
17/09/2014
José António Calixto 
Give voice to… 
advocacy
Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” 
Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” 
José António Calixto 
4 
IFLA Survey (2013) 
(best practices focused on collaboration) 
Conclusions 
17/09/2014
What is advocacy? 
•Public policy advocacy is the interaction of private persons with the state or local authorities' institutions with the aim of achieving that certain decisions are or are not taken or certain activities are or are not performed in the interests of these persons or third persons'. 
Association of Accredited Public Policy Advocates 
to the European Union 
5 
José António Calixto 
17/09/2014
“If a boy tells his girl he loves her, that’s advertising. If he tells her how great he is, that’s promotion. If her friends tell her how great he is, that’s public relations!” 
•(Fox, former president of the Public Relations Society of America, in Usherwood 1981, 6) . Judith A. Siess, The Visible Librarian, p. XV 
What is advocacy? 
6 
José António Calixto 
17/09/2014
•Marketing 
•Promotion or publicity 
•Public relations 
What is advocacy? 
7 
José António Calixto 
17/09/2014
•Marketing is determining who you serve and with what products 
•Promotion or publicity is getting the word out that you can help people do their jobs better- cheaper-faster 
•Public relations is talking to people about their needs and your strengths 
Judith A. Siess, The Visible Librarian, p. XV 
What is advocacy? 
8 
José António Calixto 
17/09/2014
•“Advocacy is about saying to decision-makers, potential partners, funders [or] any stakeholder, ‘Your agenda will be greatly assisted by what we have to offer.’ Advocacy is about getting support from those who are in a position to help you and your library.” (Cavill 2001, 91). 
Judith A. Siess, The Visible Librarian, p. XV 
What is advocacy? 
9 
José António Calixto 
17/09/2014
•Advocacy means different things to different people. For the purpose of this course, it is the process of acting on behalf of the library to increase public support and funding. Advocacy includes: 
–Building strategic partnerships with local groups 
–Develloping effective approaches that demonstrate a library´s value ,and 
–Delivering messages about the importance of libraries 
Turning the page 
What is advocacy? 
10 
José António Calixto 
17/09/2014
•Advocacy is related to both promotion and marketing, but an advocate is generally seeking to influence an issue. Although many tend to see advocates as protesters, the truly successful advocates are patiently and carefully building relationships and understandings out there with the people who make decisions and the people who influence them. They make the case that their cause is going to advance the real priorities of decision-makers. We could say, then, that they are "marketing" an issue. 
Wendy Newman, Library Advocacy Unshushed 
What is advocacy? 
11 
José António Calixto 
17/09/2014
•Advocacy includes all the aspects of professionalism that we can use to accomplish the above: dress, attitude, continuing education, networking, and working to improve the image of our profession. 
Judith A. Siess, The Visible Librarian, p. XV 
What is advocacy? 
12 
José António Calixto 
17/09/2014
What is advocacy? 
•Defending 
•Influence 
•Sensitizing 
•Interviewing 
•Change 
•Decision-Making 
•Persuasion 
•Selling an Idea 
•Exposure, 
•Lobbying 
•Communication 
•Attracting Attention 
13 
José António Calixto 
17/09/2014
Why advocacy? 
14 
José António Calixto 
17/09/2014
Why advocacy? 
•Today’s public libraries are consistently being challenged to do more with less—less money, less staff, and less time. It has never been more important for librarians, staff members, trustees, and others with a vested interest in their public libraries, to convey to their communities the value of the library. 
Public Library Association 
15 
José António Calixto 
17/09/2014
Why advocacy? 
•Today’s public libraries are consistently being challenged to do more with less—less money, less staff, and less time. It has never been more important for librarians, staff members, trustees, and others with a vested interest in their public libraries, to convey to their communities the value of the library. Advocacy, the process of acting on behalf of the public library to increase public funds and ensure that it has the resources need to be up to date, is critical to the success of libraries. 
•Through tools, training, and education, PLA is committed to providing you with information and resources to help you become an even better advocate for your library. 
16 
José António Calixto 
17/09/2014
•Distinction of advocacy on behalf of others and grassroots advocacy or civic or political participation 
17 
José António Calixto 
Why advocacy? 
17/09/2014
•An advocate is one who speaks or acts on behalf of another or in support of a cause” (Bingham in Kirchner 1999, 844). 
Judith A. Siess, The Visible Librarian, p. XV 
What is an advocate? 
18 
José António Calixto 
17/09/2014
•Library trustees 
•Friends of libraries 
•Library users (Stakeholders) 
•Institutional and community leaders 
•Librarians and library staff 
•Library and Information Science students 
•Potential advocates 
Who are the advocates? 
19 
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17/09/2014
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Public library advocacy in Portugal? 
17/09/2014
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José António Calixto 
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17/09/2014
•Active intervention whenever public information services are at jeopardy due to political or administrative interference; 
•Increase proximity to the Assembly of Republic and the parliamentary groups, in order to assure a greater awareness of MPs of the reality of information services and professionals; 
•Close contact with economic and social agents, specifically with social partners at the Permanent Comission of Social Concertation, aiming at highlighting the relevant role of information services for citizenship; 
•Strenghten contacts with relevant departments of public administration, to foster a better undestanding of the evolution of the of information services management; 
•Follow and report finantial cuts in information services and the hiring of non professional staff for professional jobs; 
•Awareness-raising campaigns aimed at specific audiences. 
Social and political intervention 
17/09/2014 
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1.Recognize and utilize the unique expertise of each partner. 
2.Create or co-create materials that your partners can use to advocate for libraries beyond your reach 
3.Provide the training and support your staff needs to let everyone on your library team become an advocate. 
4.Get a library presence embedded into your local government. 
5.Find the issues that local, national and regional governments care about – and show how your libraries are creating solutions to those issues. 
6.Set aside a separate budget for advocacy. 
7.Partner with organizations with varied backgrounds: governmental, non- governmental, business world and others. 
8.Develop advocacy programmes and/or policies. 
9.Get national library associations involved in advocacy programmes. 
José António Calixto 
38 
IFLA survey 
What should we do? 
17/09/2014
8.Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” 
9.Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” 
José António Calixto 
39 
What should we do? 
17/09/2014
What should we do? (libraries) 
I interviewed a former president of ALA. She said that, when she asked the president of each of the divisions, e.g., school, public, university, etc., what was important about their type of library, not one of them could reply. At the least, we should all be able to say what is essential about our libraries. We should have evidence for our statements, and we should be able to engage people with stories. (Denning calls them "springboard stories".)(…) 
Wendy Newman 
40 
José António Calixto 
17/09/2014
What should we do? (libraries) 
The most important thing, though, according to the evidence, is to have the right relationships in place. That is, we need to have strong relationships of credibility and trust with decision-makers. We should be "at the table" with them, regularly. In my experience, this is the most significant and most damaging shortcoming. Librarians do not consider that relationship development to be an important use of their time. They regard this as "politics", and they consider politics to be repugnant, unprofessional, etc. 
Wendy Newman 
41 
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José António Calixto 
http://www.ala.org/offices/ola 
What should we do? (library association) 
17/09/2014
47 
José António Calixto 
http://www.cilip.org.uk/cilip/advocacy-awards-and-projects/advocacy-and-awards 
What should we do? (library association) 
17/09/2014
48 
José António Calixto 
http://www.cilip.org.uk/cilip/advocacy-awards-and-projects/advocacy-and-awards 
What should we do? (library association) 
CILIP Advocacy and campaigns 
–Academic and research libraries 
–Copyright 
–Ebooks 
–Information literacy 
–Information management 
–Public libraries 
–School libraries 
–Health 
–International 
–National Libraries Day 
–Libraries All Party Parliamentary Group 
–Prison libraries 
17/09/2014
49 
José António Calixto 
http://www.eblida.org/ 
What should we do? (library association) 
17/09/2014
•Through tools, training, and education, PLA is committed to providing you with information and resources to help you become an even better advocate for your library. 
50 
José António Calixto 
What should we do? (library association) 
17/09/2014
51 
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What should we do? (library association) 
http://www.ifla.org/node/8698 
17/09/2014
52 
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17/09/2014
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17/09/2014
Training 
54 
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http://libraries.nogginlabs.com/trackpla/intro.asp 
17/09/2014
55 
José António Calixto 
https://www.edx.org/course/university-torontox/university-torontox-la101x-library-1335#.VA24GvldWSp 
Training 
17/09/2014
Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” 
Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” 
José António Calixto 
56 
IFLA Survey (2013) 
(best practices focused on collaboration) 
Conclusions 
17/09/2014
José António Calixto 
Learn 
advocacy 
Experiment 
Do
17/09/2014 58 
Obrigado pela atenção 
Ao vosso dispor 
jacalixto2000@gmail.com 
José António Calixto
17/09/2014 
59 
Ao vosso dispor 
José António Calixto

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Public library advocacy in Portugal: a tentative approach

  • 1. Public library advocacy in Portugal: a tentative approach José António Calixto
  • 2. •What is advocacy? •Why advocacy? •Public libraries advocacy in Portugal? •What should we do? José António Calixto 2 Outline 17/09/2014
  • 3. José António Calixto Give voice to… advocacy
  • 4. Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” José António Calixto 4 IFLA Survey (2013) (best practices focused on collaboration) Conclusions 17/09/2014
  • 5. What is advocacy? •Public policy advocacy is the interaction of private persons with the state or local authorities' institutions with the aim of achieving that certain decisions are or are not taken or certain activities are or are not performed in the interests of these persons or third persons'. Association of Accredited Public Policy Advocates to the European Union 5 José António Calixto 17/09/2014
  • 6. “If a boy tells his girl he loves her, that’s advertising. If he tells her how great he is, that’s promotion. If her friends tell her how great he is, that’s public relations!” •(Fox, former president of the Public Relations Society of America, in Usherwood 1981, 6) . Judith A. Siess, The Visible Librarian, p. XV What is advocacy? 6 José António Calixto 17/09/2014
  • 7. •Marketing •Promotion or publicity •Public relations What is advocacy? 7 José António Calixto 17/09/2014
  • 8. •Marketing is determining who you serve and with what products •Promotion or publicity is getting the word out that you can help people do their jobs better- cheaper-faster •Public relations is talking to people about their needs and your strengths Judith A. Siess, The Visible Librarian, p. XV What is advocacy? 8 José António Calixto 17/09/2014
  • 9. •“Advocacy is about saying to decision-makers, potential partners, funders [or] any stakeholder, ‘Your agenda will be greatly assisted by what we have to offer.’ Advocacy is about getting support from those who are in a position to help you and your library.” (Cavill 2001, 91). Judith A. Siess, The Visible Librarian, p. XV What is advocacy? 9 José António Calixto 17/09/2014
  • 10. •Advocacy means different things to different people. For the purpose of this course, it is the process of acting on behalf of the library to increase public support and funding. Advocacy includes: –Building strategic partnerships with local groups –Develloping effective approaches that demonstrate a library´s value ,and –Delivering messages about the importance of libraries Turning the page What is advocacy? 10 José António Calixto 17/09/2014
  • 11. •Advocacy is related to both promotion and marketing, but an advocate is generally seeking to influence an issue. Although many tend to see advocates as protesters, the truly successful advocates are patiently and carefully building relationships and understandings out there with the people who make decisions and the people who influence them. They make the case that their cause is going to advance the real priorities of decision-makers. We could say, then, that they are "marketing" an issue. Wendy Newman, Library Advocacy Unshushed What is advocacy? 11 José António Calixto 17/09/2014
  • 12. •Advocacy includes all the aspects of professionalism that we can use to accomplish the above: dress, attitude, continuing education, networking, and working to improve the image of our profession. Judith A. Siess, The Visible Librarian, p. XV What is advocacy? 12 José António Calixto 17/09/2014
  • 13. What is advocacy? •Defending •Influence •Sensitizing •Interviewing •Change •Decision-Making •Persuasion •Selling an Idea •Exposure, •Lobbying •Communication •Attracting Attention 13 José António Calixto 17/09/2014
  • 14. Why advocacy? 14 José António Calixto 17/09/2014
  • 15. Why advocacy? •Today’s public libraries are consistently being challenged to do more with less—less money, less staff, and less time. It has never been more important for librarians, staff members, trustees, and others with a vested interest in their public libraries, to convey to their communities the value of the library. Public Library Association 15 José António Calixto 17/09/2014
  • 16. Why advocacy? •Today’s public libraries are consistently being challenged to do more with less—less money, less staff, and less time. It has never been more important for librarians, staff members, trustees, and others with a vested interest in their public libraries, to convey to their communities the value of the library. Advocacy, the process of acting on behalf of the public library to increase public funds and ensure that it has the resources need to be up to date, is critical to the success of libraries. •Through tools, training, and education, PLA is committed to providing you with information and resources to help you become an even better advocate for your library. 16 José António Calixto 17/09/2014
  • 17. •Distinction of advocacy on behalf of others and grassroots advocacy or civic or political participation 17 José António Calixto Why advocacy? 17/09/2014
  • 18. •An advocate is one who speaks or acts on behalf of another or in support of a cause” (Bingham in Kirchner 1999, 844). Judith A. Siess, The Visible Librarian, p. XV What is an advocate? 18 José António Calixto 17/09/2014
  • 19. •Library trustees •Friends of libraries •Library users (Stakeholders) •Institutional and community leaders •Librarians and library staff •Library and Information Science students •Potential advocates Who are the advocates? 19 José António Calixto 17/09/2014
  • 20. 20 José António Calixto Public library advocacy in Portugal? 17/09/2014
  • 21. José António Calixto 21 17/09/2014
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  • 27. •Active intervention whenever public information services are at jeopardy due to political or administrative interference; •Increase proximity to the Assembly of Republic and the parliamentary groups, in order to assure a greater awareness of MPs of the reality of information services and professionals; •Close contact with economic and social agents, specifically with social partners at the Permanent Comission of Social Concertation, aiming at highlighting the relevant role of information services for citizenship; •Strenghten contacts with relevant departments of public administration, to foster a better undestanding of the evolution of the of information services management; •Follow and report finantial cuts in information services and the hiring of non professional staff for professional jobs; •Awareness-raising campaigns aimed at specific audiences. Social and political intervention 17/09/2014 27 José António Calixto
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  • 37. José António Calixto 37 17/09/2014
  • 38. 1.Recognize and utilize the unique expertise of each partner. 2.Create or co-create materials that your partners can use to advocate for libraries beyond your reach 3.Provide the training and support your staff needs to let everyone on your library team become an advocate. 4.Get a library presence embedded into your local government. 5.Find the issues that local, national and regional governments care about – and show how your libraries are creating solutions to those issues. 6.Set aside a separate budget for advocacy. 7.Partner with organizations with varied backgrounds: governmental, non- governmental, business world and others. 8.Develop advocacy programmes and/or policies. 9.Get national library associations involved in advocacy programmes. José António Calixto 38 IFLA survey What should we do? 17/09/2014
  • 39. 8.Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” 9.Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” José António Calixto 39 What should we do? 17/09/2014
  • 40. What should we do? (libraries) I interviewed a former president of ALA. She said that, when she asked the president of each of the divisions, e.g., school, public, university, etc., what was important about their type of library, not one of them could reply. At the least, we should all be able to say what is essential about our libraries. We should have evidence for our statements, and we should be able to engage people with stories. (Denning calls them "springboard stories".)(…) Wendy Newman 40 José António Calixto 17/09/2014
  • 41. What should we do? (libraries) The most important thing, though, according to the evidence, is to have the right relationships in place. That is, we need to have strong relationships of credibility and trust with decision-makers. We should be "at the table" with them, regularly. In my experience, this is the most significant and most damaging shortcoming. Librarians do not consider that relationship development to be an important use of their time. They regard this as "politics", and they consider politics to be repugnant, unprofessional, etc. Wendy Newman 41 José António Calixto 17/09/2014
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  • 46. 46 José António Calixto http://www.ala.org/offices/ola What should we do? (library association) 17/09/2014
  • 47. 47 José António Calixto http://www.cilip.org.uk/cilip/advocacy-awards-and-projects/advocacy-and-awards What should we do? (library association) 17/09/2014
  • 48. 48 José António Calixto http://www.cilip.org.uk/cilip/advocacy-awards-and-projects/advocacy-and-awards What should we do? (library association) CILIP Advocacy and campaigns –Academic and research libraries –Copyright –Ebooks –Information literacy –Information management –Public libraries –School libraries –Health –International –National Libraries Day –Libraries All Party Parliamentary Group –Prison libraries 17/09/2014
  • 49. 49 José António Calixto http://www.eblida.org/ What should we do? (library association) 17/09/2014
  • 50. •Through tools, training, and education, PLA is committed to providing you with information and resources to help you become an even better advocate for your library. 50 José António Calixto What should we do? (library association) 17/09/2014
  • 51. 51 José António Calixto What should we do? (library association) http://www.ifla.org/node/8698 17/09/2014
  • 52. 52 José António Calixto 17/09/2014
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  • 54. Training 54 José António Calixto http://libraries.nogginlabs.com/trackpla/intro.asp 17/09/2014
  • 55. 55 José António Calixto https://www.edx.org/course/university-torontox/university-torontox-la101x-library-1335#.VA24GvldWSp Training 17/09/2014
  • 56. Develop advocacy programmes and/or policies. “For clarity, focus and follow up, libraries need to develop appropriate programmes/policies for advocacy.” Get national library associations involved in advocacy programmes. “As the umbrella bodies for the national LIS community, it is important for national library associations to be implicated in the advocacy programmes of libraries in one way or the other.” José António Calixto 56 IFLA Survey (2013) (best practices focused on collaboration) Conclusions 17/09/2014
  • 57. José António Calixto Learn advocacy Experiment Do
  • 58. 17/09/2014 58 Obrigado pela atenção Ao vosso dispor jacalixto2000@gmail.com José António Calixto
  • 59. 17/09/2014 59 Ao vosso dispor José António Calixto