Confessions of an ex-librarian: research support across divisional borders
1. | 0
A research affair:
confessi♥ns of an
ex-librarian
Lucia Schoombee, Former librarian and Customer Consultant:
Research Intelligence Solutions (Elsevier); SARIMA Workshop,
Pretoria, 26 Augustus 2014
3. | 2
1st stage: Getting acquainted
Characterised by introduction;
awakening, awareness and kindredness
Two important factors:
• The role of the Carnegie Research Libraries
Consortium (RLC) Project (2006-2012)
• Professional / academic literature
4. | 3
Research Libraries Consortium
Four components:
• Research portal
• Research Commons
• Library staff development
• Digitisation
Each component a clue in determining the
parameters for advancing scholarship
5. | 4
Benefits of the RLC
• Improve understanding of the
research process
• Emphasise importance of communication
between researchers and librarians
• Emphasise the importance of subject expertise
• Create enthusiasm and confidence
• But, lacked skills transfer; disconnect between
attendees and management; US vastly different
context; abrupt end
8. | 7
2nd stage: Pursuit
Characterized by the exploring of
prospects; contemplation of possibilities and
delving into mutualities
Important factors:
• Global change agents
• New modes of research
• “New Science”
• Socio-political imperative
• National and institutional research agendas
• New funding model
9. | 8
Global forces
• Changing technologies
• Abundant digital information
• Increased understanding users
• Evolving research methods
• Scholarly communication
10. | 9
New modes of research
• Different conceptual
schools
• Well-known models include:
• Dr. Michael Gibbons’ New
Production of Knowledge Mode 2
(1994)
• Drs. Etzkowitz and Leydesdorff
Triple Helix (1998)
11. | 10
New science
• Problem-orientated
• Application-based
• Team-driven, partnership-based
• Multi-disciplinary, Interdisciplinary
Transdisciplinary
• Heterogeneous, multi-cited
• Awareness of impact
• Social useful
• Beyond peer-review
12. | 11
Socio-economic impetus
“…higher education and research contribute to
the eradication of poverty, to sustainable
development and to progress towards
reaching the internationally agreed upon
development goals, which include the
Millennium Development Goals (MDGs) and
Education for All (EFA)”
2009 World Conference on Higher Education: The New
Dynamics of Higher Education and Research For Societal
Change and Development (UNESCO, Paris, 5 – 8 July
2009)
13. | 12
National Imperative
Goals include:
• Increased targets for high publication output rate
• Increased enrolment in science, engineering and
technology
• Increased enrollment Masters and doctoral enrolments
• Increase number of HE permanent staff with doctoral
degrees
Pertinent documents:
•1997 White Paper on Higher Education
Transformation
•2001 National Plan for Higher Education
•2012 Green paper for post-school education and training
•2012 National Planning Commission – Vision 2030
14. | 13
New funding model / world rankings
• Ministry of Higher Education and Training's
(MHET) , 2004
• New funding framework (NFF):
(a)actual totals of research graduates and
research publication units for the year
(b)total research outputs
• Academic ranking of world universities
heavily based on research output / citations
/ postgraduates / PhD’s etc.
15. | 14
Institutional agendas
• Decrease ratio between undergrad and
postgrad
• Increase through-put rate
• Halve the completion time of masters &
doctoral
• Increase numbers of PhDs
• Increase research output
• Increase ratio of staff with PhD
16. | 15
3rd stage: Commitment
Characterised by a decision to be
together; defining boundaries and
establishing communication and
behaviour patterns
Important factors:
• The research life cycle
• New models of service delivery (from
pre-publication to post-publication
services)
17. | 16
16
Research life cycle
Prepare
Gather
Research life
Create
Preserve
Measure
Share
cycle
18. | 17
17
Prepare
Gather
Create
Preserve
Measure
Prepare
• Background reading/ looking for ideas
• Deciding on a topic
Share
• Formulating a research question
• Securing funding
• Planning the project
• Identifying skills deficits & planning for workshops
Library response, e.g.
• Redesign orientation programmes to match research steps
• Make available referral information for each research step
e.g. where to find funding info; other workshops on camps
• Scival Spotlight used to show research trends – students
looking for topic
19. | 18
Prepare
Gather
Create
Preserve
Measure
Share
• Literature review
• Research design
• Research method
• Research proposal
• Ethical compliance
• Data collection
Library response, e.g.:
• Expand workshop portfolio (advanced, different formats,
finding open data etc.)
• Expand and promote literature about research steps
18
Gather
20. | 19
Prepare
Gather
Create
Preserve
Measure
Share
• Data analysis
•Writing
• Edit/proofreading
• Bibliographic management
• Comply with copyright & plagiarism
Library response:
• Partner with Statistical Consultation Centre, Writing lab
• Introduce new reference managers e.g Mendeley
• Promote colloboration – video conferencing, spaces
• Promote academic networking sites e.g Mendeley
• Relevant workshops
19
Create
21. | 20
Prepare
Gather
Create
Preserve
Measure
Share
• Managing and preserving research
output and data
• Research outputs
• Research data
Library response, e.g.:
• Institutional repository
• Mandatory self-archiving of research
output
• Research Data Management
20
Preserve
22. | 21
Prepare
Gather
Create
Preserve
Measure
Share
• Publication in books
• Publication in traditional journals
• Open access publishing
• Conference papers
• Publication in social media
Library response:
• New workshops – Where to publish ; choosing the
right journal; Open Access vs Commercial
publishing, etc.
• Open Access funds
21
Share
23. | 22
Prepare
Gather
Create
• Evaluating impact; showcasing; motivating for funding,
looking for collaborators)
• Determine journal impact
• Profiling to increase visibility
• NRF ranking applications
Library response:
• Guides and workshops on citation analysis, h-index,
Preserve
Measure
Share
impact factors; altmetrics, impact factor.
• Services to provide metrics about journal impact, article
level impact and author level impact
22
Measure
25. | 24
4th stage: Disillusionment
Characterized by conflict, power
struggle, challenges and transgressions
Important factors:
• Defining “research librarianship” -
opposing views of colleagues
• Overlap in roles of stakeholders
• Understanding user needs
26. | 25
Defining “research librarianship”
• Focused on advanced subject searches for
postgraduates and researchers?
• Focused on postgraduates and researchers per se
across entire research life cycle?
• Focused on post-publications services e.g.
research performance measurement?
• Primary contact for research office and other
researcher-specific matters in an institution?
• Subject librarian vs Research Librarian (where are
the boundaries?)
27. | 26
Centre for Student Counselling and Development
Writing lab
Postgraduate &
International Office
Innovation
Division
African Doctoral
Academy
Graduate Schools per
Faculty
Research Development
Library
CREST
IT Division
Various stakeholders
Institutional Planning
Technology Transfer
Office
28. | 27
Understanding user needs
• “It’s almost impossible to find out what
[researchers] want” (RIN & RLUK, 2007)
• “It’s easy – they want to do their research, read
and write about it, share it with others, and keep
up in their fields! (Foster & Gibbons, 2005)
29. | 28
Obstacles in the research process
The Curious Instance of the Library's
Travelling Poll: Determining Obstacles in
the Research Process. 2014 IATUL
Proceedings
30. | 29
5th stage: Finding the balance
Characterized by acceptance,
respect and contentment
Important factors:
• Acknowledge and accept
• Demarcate and remove bias
• Partner and collaborate
• Communicate
• Empower yourself and one another (Using the
right tools, correctly)
31. | 30
Acknowledge and accept
• Enough evidence exists to indicate that a
new service paradigm is required to address
transformation related to socio-economic
expectations; global changes in science
practice and national/institutional objectives
32. | 31
Demarcate and remove bias
• “Research librarian” = misnomer. Means too
many things to too many people
• Not a specific role but rather a strategic
approach underlying various roles
• Not superior to teaching-related activities
33. | 32
Collaborate and partner
• “Advancing scholarship” has many stakeholders
• Library central and neutral - presents unique
position to facilitate integrated service
experience for users
• E.g. expose funding opportunities; provide career-related
information; create awareness for
mentorship programmes; host industry talks and
soft skills workshops; and provide opportunities for
young scientists to create support structures
among themselves.
34. | 33
Communicate
• Create forums among library staff; among
stakeholders; with researchers and research
groups
• Survey users; conduct focus groups; listen to
users and what they are asking
35. | 34
Empower yourself and the user
• Use the right tools correctly!
36. | 35
Bibliography
References
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Technology, Australia. Paper presented at the IATUL 2010 Conference on June 22, 2010, at Purdue
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support
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my involvement with research support, was much of a journey taken in various stages:
I will touch on the following stages and explain why they were significant.
1st – Being introduced to research management and the advancement of research and scholarship
2nd – Pursuing the challenge – finding the intersection between research agenda and information science and library service design / practice
3rd – Commitment – putting theory to practice and implementing services to advance research
4th – Handling the conflict
5th – Finding the balance (creating partnerships and employing the right tools)>end<
First stage of a relationship usually about introduction; awakening, awareness
Feeling of “belonging together”
Same for me:
Getting acquainted – realising specialised approach required
Feeling a kind of synergy – librarians well suited
2 factors played an important role:
RLC and professional and academic literature (discuss further)
>end<
My introduction was brought about by the Research Libraries Consortium
Carnegie-funded project aimed at “creating a new model for research support: integrating skills, scholarship and technology in a South African Library Consortium”
1st phase 2006-2009 included Wits, UCT and UKZN
2nd phase 2009 – 2012 extended to SU, UP and Rhodes
Consisted of four elements:
Research Portal - implemented to allow federated searching
Research Commons - at each library to support space for research
Research support skills development
Digitisation of unique collections to improve accessibility and use by the wider research community
Important to note the four elements– because indication of the scope that surrounds research support:
Effective access to information
Effective space conducive to research
Skilled staff who understand the research process and the significance of research
Optimising the unique collections we have to encourage and enable research
>end<
My Infatuation has a lot to do with RLC academies and its benefits
The academies consisted of various two-week training programmes + US visits:
These academies played a pivotal role to:
Improve understanding of the research process
Emphasise importance of communication between researchers and librarians
Emphasise the importance of subject expertise
Create enthusiasm and confidence
Provide exposure to US libraries approach and practice
Academies however lacked:
Skills transfer
Disconnect between attendees and library management
Many attendees (including myself) struggled to align our experience with the South African context which is vastly different
On the whole - successful in creating awareness and enthusiasm;
Portal, research commons and digitisation projects were leaps towards becoming more research-focused
>end<
Also very fascinated and intrigued by various reports by professional organisations such as:
RESEARCH LIBRARIES UK - RLUK
ASSOCIATION OF RESEARCH LIBRARIES - ARL
OCLC
Consortium of University Research Libraries (CURL)
RESEARCH INFORMATION NETWORK and a few others
Opened up a world of new ideas about services
Have also contributed to understanding the context
>end<
And inspired by authors such as Rebecca Parker, Lisa Federer, Sheila Corral, Andrew Wells, Martin Borchert, and many others have shared their stories of building research support services which have been very inspiring
>end<
So, after attending the RLC Academies - clear that “research librarianship” was something worth pursuing
But not “head over heels”
understand “what exactly was at play”
What I learned about the context is:
research focus was a global phenomenon
New modes of research developing
Science has new attributes
Research has a strong socio-political imperative
National and institutional research agends
In SA new funding model / role of university rankings – strong influence on research behaviour
Will discuss each shortly
>end<
The forces which are influencing research, are:
ICT - new and rapidly changing technologies
an abundance of digital information in various formats
increased understanding of user behaviour
evolving research methods
changing practices in how scholars share their research (thinking here specifically about Open Access)
>end<
These changes have had a tremendous impact on the way research is done
Changes in the research landscape are explained by different conceptual schools
Well-known models include:
Dr. Michael Gibbons’ New Production of Knowledge - Mode 2 (1994)
Drs. Etzkowitz and Leydesdorff – well known for the Triple Helix (1998)
>end<
The attributes of “new science” include:
Knowledge creation is focused on solving problems (e.g. Aids research, as opposed to science for the sake of science)
Application-based
Team-driven, partnership-based
Transdisciplinary - (e.g. Bio-informatics = information systems + biomedical research)
Heterogeneous - a variety of organisations engage with research and interact with each other (universities, industrial laboratories, government agencies, etc.)
Great awareness of impact - Researchers are more aware of (sensitive to) the impact of their research. Social responsibility.
Science is not only evaluated by peers – society engages with science in social media spaces
In terms of each of these attributes, it is important to consider what it means for the library
>end<
It is recognised all over the world that Science and Research contribute to
eradication of poverty
sustainable development (growth and prosper)
reaching the internationally agreed upon Millennium Development Goals”
>end<
A research focus also directly responds to South Africa’s research agenda
It is based on the premise that for SA to succeed economically and compete internationally = innovation + research + development must increase expontially
In other words, there is a link between research production and wealth.
Particularly there is a call on Higher Education & Science Councils for:
To increase publication output rate
Increase enrolment in science, engineering and technology
Increase masters and doctoral enrolments (Green paper: The national target has been set at 5,000 doctoral graduates a year by 2030)
Increased number of academic staff with PhDs
Universities are seen as playing an extremely important role
in enhancing innovation skills
through research output and student throughput.
>end<
A huge influence on research management + research behaviour to consider is:
The New Funding Framework (NFF) which was established 2003
According to the NFF, an University’s funding is dependent on :
Publications
No of research master's and doctoral graduates
I am mentioning this because we therefore have incentivised research output in SA
And, Universities generally want to increase research output because it directly affects the income of the Institution
Similarly, the worldwide ranking system influences institutional strategy to increase research output
because - publications are important factors in ranking)
>end<
All of these factors filter into institutional strategies so commonly you would see goals such as:
Decrease ratio between undergrad and postgrad
Increased through-put rate
Halve the completion time of masters & doctoral
Increase numbers of PhDs
Increased research output
>end<
After some PURSUIT and the scanning of the landscape, I arrived at 3rd stage – COMMITMENT
During this stage (1) defining boundaries (2) establishing communication patterns are important
Part of the commitment stage was to decide which services needed to be matched with institutional goals
It was clear to me that a systematic process needed to be followed, and turned to the Research Life Cycle
>end<
The Research Life Cycle we used at Stb has six phases
and represents a fusion of a number of Life cycles in the literature (references added at the end)
>End<
An important shift became apparent through this process
It was noticeable that library support for research implied a paradigm shift.
Where traditionally the library has a strong role in the pre-publication phase – specifically in term of assisting researcher in gathering subject information –
In terms of advancing scholarship and research management – it has a very strong role in the post-publication phase.
In other words, the library is also involved with advising scholars about where to publish, how to preserve their output and measuring their productivity and impact.
Most importantly – the research life cycle had provided an excellent framework for plotting services and activities that advances scholarship and simultaneously expands the role of libraries.
>end<
As in all relationships, conflict develops and all is not “moon shine and roses” to use such a cliché and a lot of it has to do with unclear definitions and boundaries.
Characterized by conflict, power struggle, challenges and transgressions
The three main areas of conflict were:
Defining “research librarianship” -opposing views of colleagues
Overlap in roles of stakeholders
Understanding user needs
>end<
One of the unresolved issues remains: how to define “research librarian”
Does it mean
Focused on advanced subject searches for postgraduates and researchers?
Focused on postgraduates and researchers per se - across entire research life cycle?
Focused on post-publications services egresearch performance measurement?
Primary contact for research office and other researcher-specific matters in an institution
Subject librarian vs Research Librarian (where are the boundaries?)
Important for library leaders and academics to engage on this topic
>end<
As various divisions align with the research agenda of the institution – stepping on toes takes place
E.g. who is responsible for which workshops?
>end<
The third source of conflict was in prioritising services because not always clear what researchers want
Some sources say its difficult to know - Because researchers’ tend to work independently; have fleeting of individual relationships; and increasingly use services remotely
Foster and Gibbons (2005), says it obvious – they want to do their research, read and write about it, share it with others, and keep up in their fields!.
>end<
A small interactive study about research obstacle which was done at Stellenbosch University found that
Writing
finding funds;
supervisor-student relationship
emotional and personal skills such as confidence, motivation and time-management
presented the most challenges for students in the course of completing a research project.
Traditional library services, such as referencing and finding information, were also identified as obstacles although these were not the greatest stumbling blocks.
Referencing obstacles = referencing standards (Harvard, APA, etc.) = Reference management systems (Endnote, RefWorks, etc.).
Frustration with “finding information” referred mainly to information overload and sources not available in the Library.
Other obstacles manifested in terms of
complying with copyright
building a research network
researcher visibility
finding suitable workspace
choosing a topic
and the literature review
VERY IMPORTANT CLUES FOR SERVICE DEVELOPMENT!!!!
>end<
Conflict invariably leads to examination and analysis and provide excellent building blocks for a healthy relationship.
Some of the valuable success factors I learned from my role at Stb Univ Library. are:
Acknowledge and accept – clear that research landscape is changing
Demarcate and remove bias
The phrase/expression “research librarian” is a misnomer (means to many things to too many people)
Perhaps not “role” but “approach”
Not more important than other services in library
>end<