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Modelsof embeddedlibrarianship presentation_final_mt61509

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“Models of Embedded Librarianship.” Presentation with D. Shumaker to SLA Annual Conference, Washington, D.C. (June 16, 2009)

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Modelsof embeddedlibrarianship presentation_final_mt61509

  1. 1. Models of Embedded Librarianship<br />Prepared and Presented by<br />David Shumaker and Mary Talley<br />And Friends<br />Washington, DC <br />June 16, 2009<br />
  2. 2. Funded by a Research Grant from the<br />Special Libraries Association<br />2<br />© Shumaker & Talley 2009<br />
  3. 3. Acknowledgements<br />We wish to thank:<br />The SLA Research Committee and its chair, Dr. Eileen Abels<br />John Latham, SLA Information Center Director<br />We would not be able to make this presentation without the essential contributions of:<br />Wendy Miervaldis, Part-time Lecturer in Mathematics, Catholic University of America (Statistical Consultant)<br />Carla Miller and Acacia Reed, graduate students, Catholic University of America, Research Assistants<br />3<br />© Shumaker & Talley 2009<br />
  4. 4. Agenda (1)<br /><ul><li>Introduction</li></ul>What is Embedded Librarianship?<br />Why study it?<br /><ul><li>Research report</li></ul>Research plan and methodology<br />Research findings<br /><ul><li>Recommendations and Conclusions</li></ul>Success factors<br />Models of Embedded Librarianship<br />4<br />© Shumaker & Talley 2009<br />
  5. 5. Agenda (2)<br /><ul><li>Panel discussion</li></ul>Dushanka Keane, Dupont Corporation<br />Bob Oaks, Latham & Watkins LLP<br />Michele Tennant, University of Florida<br />5<br />© Shumaker & Talley 2009<br />
  6. 6. What Is Embedded Librarianship? What Are We Talking About?<br /> It goes by many names: clinical librarian, specialist librarian, informationist, liaison, …<br />6<br />© Shumaker & Talley 2009<br />
  7. 7. Sometimesthelibrarian moves out of the library into a customer space …<br />Sometimesthecustomer grouppays the librarian’s salary …<br />Always, a special relationship is created …<br /> Themes in the literature include:<br />Specialization; specialized knowledge, roles, and functions<br />Co-location with information users, away from a library<br />Funding by a user group<br />Shared responsibility for achieving user group’s goals<br />7<br />© Shumaker & Talley 2009<br />
  8. 8. Our Vision of Embedded Librarianship<br /><ul><li>Customer Centric notLibrary Centric
  9. 9. Located in their Workplace notOur Workplace
  10. 10. Focused on Small Groups notEntire Populations
  11. 11. Composed of Specialists not Generalists
  12. 12. Dependent on Domain Knowledge not onlyLibrary Skills
  13. 13. Aiming for Analysis and Synthesis not simply Delivery
  14. 14. In Context not Out of Context
  15. 15. Built on Trusted Advice not Service Delivery</li></ul>8<br />© Shumaker & Talley 2009<br />
  16. 16. Why Study Embedded Librarianship?<br />The traditional library service model is in decline: <br />“Business leaders think Google is all they need.”<br /> --SLA Alignment Project<br />“46% of students believe they are “very skilled at using the Internet to effectively and efficiently search for information; 33% believe they are “expert” in this regard”<br /> --ECAR Study of Undergrad Students and IT, 2008<br />“The Internet and Google have changed the information landscape. Libraries now compete for a share of the information market.”<br />--E. Stewart Saunders, Reference & User Services Quarterly<br />...many libraries report a decline in demand for reference services<br />9<br />© Shumaker & Talley 2009<br />
  17. 17. The embedded model offers a way forward to:<br />Improve“the quality of information, the efficiency of dissemination, and level of analysis which IPs uniquely provide”<br />Reinforce “emphasis on relevance, access and timeliness vs. the packaging and format of distribution”<br />“[R]eframethe skill sets of IPs in terms of better end-products and bottom-line results”<br /> --SLA Alignment Project<br />10<br />© Shumaker & Talley 2009<br />
  18. 18. Why Study Embedded Librarianship?<br />And one more thing:<br />Broad, analytical research on successful implementations is lacking<br />Somebody needed to do it!<br />11<br />© Shumaker & Talley 2009<br />
  19. 19. Research Goals<br />Definecriteria of “embeddedness” for library and information service programs <br />Define indicators of success and identify successful (model) programs <br />Collect data about the practices followed by model programs in initiating, operating, and evaluating their services<br />Develop recommendations for other librarians <br />12<br />© Shumaker & Talley 2009<br />
  20. 20. Research Plan: Overview and Timeline<br />Notification of award<br />Final report<br />Phase 3 interviews:<br />Gain in-depth understanding from a small number of successful librarians, their managers and customers<br />Phase 2 Survey:<br />Follow-up with embedded librarians from Phase 1<br />Phase 1 Survey:<br />Identify embedded librarians<br />Jan. 08<br />July 08<br />Nov. 08<br />Apr. 09<br />June 09<br />Literature content analysis continued throughout<br />13<br />© Shumaker & Talley 2009<br />
  21. 21. Survey 1: Design<br />Survey 1 Overview<br />19 Questions<br />Survey Sample<br />3 Eligibility Questions<br />10,000: SLA Members<br />278 <br />Embedded<br />3000: Random Sample<br />28% of Survey<br />Responses<br />1001 Responses<br />30% Response Rate<br />14<br />© Shumaker & Talley 2009<br />
  22. 22. Survey 1 & 2 Populations<br />15<br />© Shumaker & Talley 2009<br />
  23. 23. Overview of Findings <br />Embedded library service programs are alive and healthy in SLA’S organizations.<br />16<br />© Shumaker & Talley 2009<br />
  24. 24. Organization and Industry Types<br />Organization Type<br />Industry Type (5 Largest)<br />17<br />© Shumaker & Talley 2009<br />
  25. 25. Organization and Industry Types<br />61% of Academic Respondents provide specialized services (61:39 ratio)<br /> 6 of the 17 Industry Types have a larger percentage of special service providers than non-special service providers <br />18<br />© Shumaker & Talley 2009<br />
  26. 26. Longevity<br />75%of Respondents <br />are in programs initiated 7 or more years ago<br />19<br />© Shumaker & Talley 2009<br />
  27. 27. Organization Size <br />Large institutions are more likely to offer Specialized Services<br />20<br />© Shumaker & Talley 2009<br />
  28. 28. Describing Embedded Librarians: Knowledge<br />Embedded Librarians acquire domain knowledge through continuous learning, but not always through formal degrees in a related subject.<br />21<br />© Shumaker & Talley 2009<br />
  29. 29. Knowledge<br />Mostrespondents did not have a degree in progress and most rated the delivery of services as very successful.<br />Survey 2, Q13, 14 <br />22<br />© Shumaker & Talley 2009<br />
  30. 30. Building Relationships <br />Embedded Librarians’ build strong relationships with their customer groups, generating services and feeding demand. <br />23<br />© Shumaker & Talley 2009<br />
  31. 31. Building Relationships <br />The Big Seven <br />Meet with senior group members<br />Train group members<br />Regular customer meetings re info needs<br />Collaborate with group on work<br />Attend group’s work-related meetings<br />Attend domain-related class or conference<br />Collaborate on <br />e-workspace<br />24<br />© Shumaker & Talley 2009<br />
  32. 32. Services<br />Embedded librarians combine their expertise in information services with their domain knowledge to provide sophisticated contributions to their customer groups’ work. <br />Customer Groups reward them with increased demand for services.<br />25<br />© Shumaker & Talley 2009<br />
  33. 33. Services<br />Survey 2, Q18, 19, 20<br />26<br />© Shumaker & Talley 2009<br />
  34. 34. Organizational Models<br />Implementation of embedded library services programs differs widely among organization types. <br />27<br />© Shumaker & Talley 2009<br />
  35. 35. Organizational Models <br />Building Relationships<br />28<br />© Shumaker & Talley 2009<br />
  36. 36. Organizational Models <br />Building Relationships<br />29<br />© Shumaker & Talley 2009<br />
  37. 37. Organizational Models <br />Provision of Services<br />30<br />© Shumaker & Talley 2009<br />
  38. 38. Overview of Findings<br />Success FactorsModels of Embedded Librarianship<br />31<br />© Shumaker & Talley 2009<br />
  39. 39. How Do You Spell Success?<br /><ul><li>Self-evaluation
  40. 40. Growth
  41. 41. Longevity</li></ul>32<br />© Shumaker & Talley 2009<br />
  42. 42. Self Evaluations<br />116 responses<br />Survey 2, Q 37<br />33<br />© Shumaker & Talley 2009<br />
  43. 43. Objective Indicators of Success<br />Group 1<br /><ul><li>Demand for services
  44. 44. Number of services
  45. 45. Staffing over time</li></ul>have all gone up:<br />Success!<br />Group 2<br /><ul><li>Demand for services
  46. 46. Number of services
  47. 47. Staffing over time</li></ul>have all remained flat or declined:<br />Not so sure …<br />34<br />© Shumaker & Talley 2009<br />11 respondents<br />16 respondents<br />
  48. 48. Significant Differentiators<br />Services<br /><ul><li>In Depth Research
  49. 49. Competitive Intelligence
  50. 50. Instructional Responsibility shared with faculty
  51. 51. Data Analysis
  52. 52. ILL/Document Delivery</li></ul>Marketing and Promotion<br /><ul><li>Word of Mouth advertising
  53. 53. Print Promotional Materials
  54. 54. Formal Orientations</li></ul>35<br />© Shumaker & Talley 2009<br />
  55. 55. Significant Differentiators<br />Service Evaluation<br /><ul><li>Metrics collected to justify services
  56. 56. Numerical Counts for:
  57. 57. Research Projects,
  58. 58. Reference Questions,
  59. 59. Training Attendance
  60. 60. Documents Delivered
  61. 61. Anecdotes to evaluate services</li></ul>36<br />© Shumaker & Talley 2009<br />
  62. 62. Differentiators<br />Management Support<br /><ul><li>Customer group member facilitated integration
  63. 63. Customer manager facilitated integration
  64. 64. Customer manager provides input to performance review
  65. 65. Written agreement with Customer
  66. 66. Customer manager refers new group members to the librarian
  67. 67. Management authorization not required to initiate specialized services</li></ul>37<br />© Shumaker & Talley 2009<br />
  68. 68. Differentiators – 99% Significance (2)<br />Library Support<br /><ul><li>Library Manager Authorized Embedded Services
  69. 69. CE required
  70. 70. CE supported</li></ul>38<br />© Shumaker & Talley 2009<br />
  71. 71. Bottom Line: What Matters Most…<br />Promotion of Services<br />(word of mouth, print, orientation sessions)<br />Measurement and Evaluation of Services<br />(financial measures, research projects, anecdotes, documents delivered, reference, training attendance)<br />Management Support and Communication<br />(justifying the services to customer management, customer feedback to performance review, written agreement)<br />Delivering the Right Services<br />(in-depth research, data analysis, document delivery, shared instructional responsibility <br />39<br />© Shumaker & Talley 2009<br />
  72. 72. Conclusions and Recommendations<br />Strongleadership by library managers is critical<br />Hire librarians who can build relationships with their customers<br />Let them learn the organization and the subject domain<br />Empower them to offer the right services<br />Build alliances with customer management<br />Support the work of embedded librarians with<br /><ul><li>Effective promotion
  73. 73. Systematic evaluation
  74. 74. Consistent two-way management communication</li></ul>40<br />© Shumaker & Talley 2009<br />
  75. 75. The Virtuous Cycle for Embedded Library Services<br />3. Empower them to offer the right services<br />4. Build alliances with customer management<br />2. Let them learn the organization and the subject domain<br />5. Support their work<br /><ul><li>Effective promotion
  76. 76. Systematic evaluation
  77. 77. Consistent two-way management communication</li></ul>1. Hire staff who can build relationships<br />41<br />© Shumaker & Talley 2009<br />
  78. 78. Thank You!<br />David Shumaker<br />shumaker@cua.edu<br />Mary Talley<br />mary.talleygarcia@gmail.com<br />42<br />© Shumaker & Talley 2009<br />

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