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          CRICS9 Panel 5
  Developing Staff Competencies in
      Emerging Technologies

Douglas J. Joubert, MS, MLIS
Alicia A. Livinski, MA, MPH
MaShana Davis, MSIS

      NIH Library | Office of Research Services | National Institutes of Health




Disclaimer


 The views expressed in this presentation are
 those of the speakers and do not reflect the
   official policy or position of the National
  Institutes of Health Library, the NIH, or the
  Department of Health and Human Services.
2




Who we are




                      Literature
     Planning
                       Strategy

                         Training
  Development
                   Staff Performance

                     How we did it
  Implementation     Assessment
                   Lessons Learned


   Case Study          Strategy
3




                                  Changes in Technology

                                  Changes in Behavior

We looked at Learning Theories
                                  Information Literacy

                                  Digital Literacy

                                  Other Library Programs




                         Changes in technology




“Consumers want their information when they
 want it, how they want it, and in whatever
           quantities they want it.”

        ~Price Waterhouse Study~




                 Changes in user behavior
4




    New normal: 1999
                                                                            • Most of “us” were
                                                                              not active users of
                                                                              the Internet.
                                                                            • Active Users were:
                                                                              • Male
                                                                              • White
                                                                              • College educated
                                                                              • Dial-up at 32/kbits
                                                                              • Directory and
                                                                                portal search
      Image: introduction to the Internet, Byron Soulsby.
                                                                              • Chat rooms
                                                                                 Adapted from Pew Internet & American Life Project, 2011




    New normal: now

• Broadband
• Mobile
• Less SES stratification
• Less generational
  variance
• Social networking and
  content creation
• Video on demand

                                                            Image Source: Business Insider "Incredible Things That Happen Every 60
                                                                                 Seconds On The Internet"

                                                                                 Adapted from Pew Internet & American Life Project, 2011
5




The mobile landscape - data

• “The Mobile Difference:” mobile users are more likely to
  update, to share, to create, to forward, and to record.
• 31% of text message users prefer texting to voice calls,
  and young adults stand out in their use of text messaging.
• More than a quarter (28%) of all American adults use
  mobile or social location-based services of some kind.
• Several demographic groups have higher than average
  levels of smartphone adoption.


Pew Internet 2011 Trend Data: http://www.pewinternet.org/Trend-Data.aspx




What does this mean for
organizations?
• SNS allow for immediate, spontaneous creation of
  networks.
• The ability to create new pathways to users and
  stakeholders.
• Social networks and social media becoming more
  important in community building and maintenance.
• Use social media to develop a culture of listening.



Rainie. Lee. (2011). The social media landscape
6




   Disruption is our friend

         “We are living in a time where technology is
      connecting us to an increasingly networked world.
       We see it in our personal lives first. However it is
        having a profound effect on the way in which
      health organizations and non-profits do their work,
       communicate to stakeholders, and deliver their
                          programs.”


E-Mediate Day 1: A Networked Mindset To Capacity Building (2011), Beth Kanter.




        Planning
7




How the pieces fit together

   NIHL 2011 Strategic Plan

   NIHL Objectives on Mobile

    ETT Mission
     Staff Development   Mobile Deployment




                    Emerging
                  Technologies



    Mobile                            Training




                  Competencies
8




The Emerging Technologies Team (
ETT) and its role in training



  The team helps to support mobile computing,
  social media, and other technologies critical to
              science and medicine.




Staff performance
• Supervisors reached out to ETT to assist in developing
  objectives for performance plans (PMAP’s).
• PMAPs needed to include activities focused on mobile
  and Web 2.0.



     Focus on            Focus on         Include Social
   Teleworking            Mobile          Media, Web 2.0
    (Jan 2011)          (Feb 2011)          (May 2011)
9




Planning…targets

• Compile a list of available devices and their platform:
  Apple, Blackberry, Android.
• Identify and document issues related to authentication on
  mobile devices (iOS and Android).
• Planning for and supporting multiple devices.
• Partner with other techie folks on campus.
• Sustaining the program.




Planning…mobile

• Deciding who gets what.
• Device negotiation with vendors.
• Contract negotiation with vendors.
• Figuring out what is allowed by HHS & NIH CIOs.
• Deciding how to train staff on using their mobile
  devices.
10




Planning…training

• Supporting staff development across platforms.
• What should be our training priorities?
• What training models have been successful and will they
  work at the NIHL?
  • Brown-bags versus hands-on.
  • Accommodating adult learners.
  • Librarians, Informationist, support staff, and the
    business office.




              Development &
                  Implementation
11




Development…mobile

IAB Branch Chief met with ETT to discuss device deployment.



ETT met with all library staff outlining team objectives, mobile
               deployment, and staff training.



     IAB Branch Chief sent out survey asking staff about
              preferences for a mobile device.




Development…training
Developed curriculum that included a variety of methods for
educating staff, developed a staff technology challenge, and
                    leading by example.


Developed methods to evaluate staff competencies with their
                        devices.


 We really wanted to build a community of learners that was
focused on mobile, social media, and emerging technologies.
12




How we did it

• Brown-bags for staff education.
• Meet and Greet sessions with the ETT.
• Mobile “show and tell.”
• Reference Assistant (RA) Tech Challenge.
• Informal Communities of Practice.
• ETT served as “ambassadors” for the technology.




Mobile device deployment


   18 BlackBerry Devices
      14 Android Devices
            12 iPads
                                       44
        14 staff never had a mobile device at work
           3 did not have a personal cell phone
13




Staff brown bags
    Mobile                      Dropbox
   Computing        Twitter     and File
     101                        Sharing

                    Cloud
    Blogs and                    Social
                  Computing
       RSS                     Bookmarks
                  and Google

      Spatial
   Literacy and     Crowd-     SM & Public
     Mapping       sourcing      Health




  Assessment
14




Evaluation
• Surveys (used Google Forms & SurveyMonkey).
  • App evaluation form.
  • Device evaluation form.
  • Survey on mobile device (perceptions about
    getting the device).
  • Narrative summary if devices were returned.
• Narrative Reports (iPads only).




Evaluation?
                  • Was harder than it should have been.
                  • Reluctance of staff to complete
                    evaluation forms & provide feedback
                    (except when something didn’t work).
                  • Difficult to come up with outcome
                    measures – esp. those relevant to
                    our type of library.
                  • Was not able to work on evaluation
                    plan before distributing devices.
15




                  Lessons Learned




Lessons learned [1]

• How do we encourage the discovery of new services and
  applications.
• Evaluating staff competencies with their devices.
• Time to develop & conduct the trainings.
• Determine how to evaluate? What to evaluate?
16




Lessons learned: [2]

• Planning and establishing goals at the outset are
  essential.
• Distribution of work: be prepared for a lot of hand-holding
  to get people up to speed.
• Jumping through government-specific TOS jargon/policies
  (iTunes, 3G, repurposing the BlackBerry devices).




Lessons learned: [3]

• Squeezing in time here and there to focus on this entire
  initiative does not work very well.
• Make what you are doing relevant. You cannot make
  people excited about something.
• Innovation is hard. Even if you have the support of
  leadership, implementing something new is not easy.
• We had to become innovative in figuring out ways to
  encourage staff without explicitly providing instructions.
17




Case Study: Reference Assistant
(RA) Tech Challenge




Timeline*
Feb 2011         P1 – First Meeting and developing PMAPs
Mar – Apr 2011   P2 – Brainstorming and finalizing PMAPs
May 2011         P3 – Literature Review and Planning
Jun 2011         P4 – Developing content
                 P5 – Developing Module Goals, Objectives, and
Jul 2011
                 Milestones
Aug 2011         M1 – Introduction and Getting to Know Google
Sep 2011         M2 – Blogs and Wiki’s Module
Oct 2011         M3 – Spatial Literacy and Online Mapping
Nov 2011         M4 – Online Photo Sharing
Dec 2011         M4 – Social Networks and Online Communities
Jan 2012         A1 – Assessment and Debriefing with Supervisor
18




  Map Training to Performance Plans

                                                   "Every staff person is required,
                                                        as part of their annual
                                                     performance review, to do a
                                                      certain number of learning
                                                      opportunities and sharing
                                                    activities. These can be from
                                                   large to small, and the credit is
                                                      earned by both doing and
                                                                sharing."



Sandra Smith, Learning and Development Manager at the Denver Public Library.




  23 Things - Commonalities

1.    Facilitated learning.
2.    Primary web-based resource for information.
3.    The “23 Things” timetable announced in advance.
4.    Includes reflection & interaction.
5.    Each topic has an introductory lead.
6.    Combination of face-to-face and online only.
7.    Celebration at the end of modules.
8.    Voting for favorite activities.
9.    Certificate for those completing all 23 Things.



                                                                   Source (adapted):Yoshikawa & Webber, 2011.
19




   23 Things – Original guidelines*


 1.     Encourage networking and shared learning.
 2.     Encourage traditional and face-to-face communication.
 3.     Encourage group discovery.
 4.     Accommodate non-techies and different learning styles.
 5.     Focus on discovery, not skill building.
 6.     Reward staff for learning.
 7.     Encourage staff to play.




* That we identified with, and would work for us.                   Source (adapted):Yoshikawa & Webber, 2011.




   Learning Dimensions

                                 Self-directed

                                 Use of Own Experience

                                 Sharing and Collaboration

                                 Motivation
Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…
20




  RATECH learning objectives

  • As much as possible, the modules should be self-
    directed.
    • Doug & another NIHL staff person available as backup.
  • Use personal experiences as a resource for learning.
      • Blog about their experiences, mapping through their
        lens, photos and networks from their life.




Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…




  RATECH learning objectives

  • Immediately apply what they learn through exercises,
    sharing, and group discussion.
     • We had a journal club at the end of each section.
     • RA’s had the option to lead each journal club.
  • Try to motivate by internal rather than external factors.
    • “I feel that I need to be up-to-date to help our patrons.”




Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…
21




RATECH format


    Module            Assessment
    Launch            of Learning


  Assessment          Debriefing
   of Module           Session




RATECH Modules


      Blogs & Wikis




                 Online images & photo
                 sharing
22




RATECH Modules


     Spatial literacy and
        online mapping




                      Social Networks




RATECH Evaluation

• Surveys
  • Module Assessment.
  • Learning Assessment.
• Monthly Debriefing Sessions.
23




  2012: Integration of Learning




                                                         2011: Internal Training




   Dimensions of [building] capacity




E-Mediate Day 1: A Networked Mindset To Capacity Building (2011), Beth Kanter.
24




Sharing Content



                    http://www.delicious.com/joubertd




       http://www.scoop.it/t/social-technologies-and-public-health




                              http://go.usa.gov/v4w




 Thank-you

                                       Questions?
     Doug Joubert: douglas.joubert@nih.gov
     Alicia Livinski: alicia.livinski@nih.gov

      DIVISION OF LIBRARY SERVICES
      OFFICE OF RESEARCH SERVICES
      NATIONAL INSTITUTES OF HEALTH
      U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES

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Developing Staff Competencies in Emerging Technologies

  • 1. 1 CRICS9 Panel 5 Developing Staff Competencies in Emerging Technologies Douglas J. Joubert, MS, MLIS Alicia A. Livinski, MA, MPH MaShana Davis, MSIS NIH Library | Office of Research Services | National Institutes of Health Disclaimer The views expressed in this presentation are those of the speakers and do not reflect the official policy or position of the National Institutes of Health Library, the NIH, or the Department of Health and Human Services.
  • 2. 2 Who we are Literature Planning Strategy Training Development Staff Performance How we did it Implementation Assessment Lessons Learned Case Study Strategy
  • 3. 3 Changes in Technology Changes in Behavior We looked at Learning Theories Information Literacy Digital Literacy Other Library Programs Changes in technology “Consumers want their information when they want it, how they want it, and in whatever quantities they want it.” ~Price Waterhouse Study~ Changes in user behavior
  • 4. 4 New normal: 1999 • Most of “us” were not active users of the Internet. • Active Users were: • Male • White • College educated • Dial-up at 32/kbits • Directory and portal search Image: introduction to the Internet, Byron Soulsby. • Chat rooms Adapted from Pew Internet & American Life Project, 2011 New normal: now • Broadband • Mobile • Less SES stratification • Less generational variance • Social networking and content creation • Video on demand Image Source: Business Insider "Incredible Things That Happen Every 60 Seconds On The Internet" Adapted from Pew Internet & American Life Project, 2011
  • 5. 5 The mobile landscape - data • “The Mobile Difference:” mobile users are more likely to update, to share, to create, to forward, and to record. • 31% of text message users prefer texting to voice calls, and young adults stand out in their use of text messaging. • More than a quarter (28%) of all American adults use mobile or social location-based services of some kind. • Several demographic groups have higher than average levels of smartphone adoption. Pew Internet 2011 Trend Data: http://www.pewinternet.org/Trend-Data.aspx What does this mean for organizations? • SNS allow for immediate, spontaneous creation of networks. • The ability to create new pathways to users and stakeholders. • Social networks and social media becoming more important in community building and maintenance. • Use social media to develop a culture of listening. Rainie. Lee. (2011). The social media landscape
  • 6. 6 Disruption is our friend “We are living in a time where technology is connecting us to an increasingly networked world. We see it in our personal lives first. However it is having a profound effect on the way in which health organizations and non-profits do their work, communicate to stakeholders, and deliver their programs.” E-Mediate Day 1: A Networked Mindset To Capacity Building (2011), Beth Kanter. Planning
  • 7. 7 How the pieces fit together NIHL 2011 Strategic Plan NIHL Objectives on Mobile ETT Mission Staff Development Mobile Deployment Emerging Technologies Mobile Training Competencies
  • 8. 8 The Emerging Technologies Team ( ETT) and its role in training The team helps to support mobile computing, social media, and other technologies critical to science and medicine. Staff performance • Supervisors reached out to ETT to assist in developing objectives for performance plans (PMAP’s). • PMAPs needed to include activities focused on mobile and Web 2.0. Focus on Focus on Include Social Teleworking Mobile Media, Web 2.0 (Jan 2011) (Feb 2011) (May 2011)
  • 9. 9 Planning…targets • Compile a list of available devices and their platform: Apple, Blackberry, Android. • Identify and document issues related to authentication on mobile devices (iOS and Android). • Planning for and supporting multiple devices. • Partner with other techie folks on campus. • Sustaining the program. Planning…mobile • Deciding who gets what. • Device negotiation with vendors. • Contract negotiation with vendors. • Figuring out what is allowed by HHS & NIH CIOs. • Deciding how to train staff on using their mobile devices.
  • 10. 10 Planning…training • Supporting staff development across platforms. • What should be our training priorities? • What training models have been successful and will they work at the NIHL? • Brown-bags versus hands-on. • Accommodating adult learners. • Librarians, Informationist, support staff, and the business office. Development & Implementation
  • 11. 11 Development…mobile IAB Branch Chief met with ETT to discuss device deployment. ETT met with all library staff outlining team objectives, mobile deployment, and staff training. IAB Branch Chief sent out survey asking staff about preferences for a mobile device. Development…training Developed curriculum that included a variety of methods for educating staff, developed a staff technology challenge, and leading by example. Developed methods to evaluate staff competencies with their devices. We really wanted to build a community of learners that was focused on mobile, social media, and emerging technologies.
  • 12. 12 How we did it • Brown-bags for staff education. • Meet and Greet sessions with the ETT. • Mobile “show and tell.” • Reference Assistant (RA) Tech Challenge. • Informal Communities of Practice. • ETT served as “ambassadors” for the technology. Mobile device deployment 18 BlackBerry Devices 14 Android Devices 12 iPads 44 14 staff never had a mobile device at work 3 did not have a personal cell phone
  • 13. 13 Staff brown bags Mobile Dropbox Computing Twitter and File 101 Sharing Cloud Blogs and Social Computing RSS Bookmarks and Google Spatial Literacy and Crowd- SM & Public Mapping sourcing Health Assessment
  • 14. 14 Evaluation • Surveys (used Google Forms & SurveyMonkey). • App evaluation form. • Device evaluation form. • Survey on mobile device (perceptions about getting the device). • Narrative summary if devices were returned. • Narrative Reports (iPads only). Evaluation? • Was harder than it should have been. • Reluctance of staff to complete evaluation forms & provide feedback (except when something didn’t work). • Difficult to come up with outcome measures – esp. those relevant to our type of library. • Was not able to work on evaluation plan before distributing devices.
  • 15. 15 Lessons Learned Lessons learned [1] • How do we encourage the discovery of new services and applications. • Evaluating staff competencies with their devices. • Time to develop & conduct the trainings. • Determine how to evaluate? What to evaluate?
  • 16. 16 Lessons learned: [2] • Planning and establishing goals at the outset are essential. • Distribution of work: be prepared for a lot of hand-holding to get people up to speed. • Jumping through government-specific TOS jargon/policies (iTunes, 3G, repurposing the BlackBerry devices). Lessons learned: [3] • Squeezing in time here and there to focus on this entire initiative does not work very well. • Make what you are doing relevant. You cannot make people excited about something. • Innovation is hard. Even if you have the support of leadership, implementing something new is not easy. • We had to become innovative in figuring out ways to encourage staff without explicitly providing instructions.
  • 17. 17 Case Study: Reference Assistant (RA) Tech Challenge Timeline* Feb 2011 P1 – First Meeting and developing PMAPs Mar – Apr 2011 P2 – Brainstorming and finalizing PMAPs May 2011 P3 – Literature Review and Planning Jun 2011 P4 – Developing content P5 – Developing Module Goals, Objectives, and Jul 2011 Milestones Aug 2011 M1 – Introduction and Getting to Know Google Sep 2011 M2 – Blogs and Wiki’s Module Oct 2011 M3 – Spatial Literacy and Online Mapping Nov 2011 M4 – Online Photo Sharing Dec 2011 M4 – Social Networks and Online Communities Jan 2012 A1 – Assessment and Debriefing with Supervisor
  • 18. 18 Map Training to Performance Plans "Every staff person is required, as part of their annual performance review, to do a certain number of learning opportunities and sharing activities. These can be from large to small, and the credit is earned by both doing and sharing." Sandra Smith, Learning and Development Manager at the Denver Public Library. 23 Things - Commonalities 1. Facilitated learning. 2. Primary web-based resource for information. 3. The “23 Things” timetable announced in advance. 4. Includes reflection & interaction. 5. Each topic has an introductory lead. 6. Combination of face-to-face and online only. 7. Celebration at the end of modules. 8. Voting for favorite activities. 9. Certificate for those completing all 23 Things. Source (adapted):Yoshikawa & Webber, 2011.
  • 19. 19 23 Things – Original guidelines* 1. Encourage networking and shared learning. 2. Encourage traditional and face-to-face communication. 3. Encourage group discovery. 4. Accommodate non-techies and different learning styles. 5. Focus on discovery, not skill building. 6. Reward staff for learning. 7. Encourage staff to play. * That we identified with, and would work for us. Source (adapted):Yoshikawa & Webber, 2011. Learning Dimensions Self-directed Use of Own Experience Sharing and Collaboration Motivation Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…
  • 20. 20 RATECH learning objectives • As much as possible, the modules should be self- directed. • Doug & another NIHL staff person available as backup. • Use personal experiences as a resource for learning. • Blog about their experiences, mapping through their lens, photos and networks from their life. Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,… RATECH learning objectives • Immediately apply what they learn through exercises, sharing, and group discussion. • We had a journal club at the end of each section. • RA’s had the option to lead each journal club. • Try to motivate by internal rather than external factors. • “I feel that I need to be up-to-date to help our patrons.” Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…
  • 21. 21 RATECH format Module Assessment Launch of Learning Assessment Debriefing of Module Session RATECH Modules Blogs & Wikis Online images & photo sharing
  • 22. 22 RATECH Modules Spatial literacy and online mapping Social Networks RATECH Evaluation • Surveys • Module Assessment. • Learning Assessment. • Monthly Debriefing Sessions.
  • 23. 23 2012: Integration of Learning 2011: Internal Training Dimensions of [building] capacity E-Mediate Day 1: A Networked Mindset To Capacity Building (2011), Beth Kanter.
  • 24. 24 Sharing Content http://www.delicious.com/joubertd http://www.scoop.it/t/social-technologies-and-public-health http://go.usa.gov/v4w Thank-you Questions? Doug Joubert: douglas.joubert@nih.gov Alicia Livinski: alicia.livinski@nih.gov DIVISION OF LIBRARY SERVICES OFFICE OF RESEARCH SERVICES NATIONAL INSTITUTES OF HEALTH U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES