This document provides guidance and best practices for academic libraries to successfully promote and adopt the Talis Insight reading list management system on their campus. It outlines the key elements for success, including understanding the product, effective communication and promotion strategies, library and academic rollouts, and developing support materials. Potential benefits of Talis are presented for students, academics and the university. Suggestions are given for developing a consistent demonstration of Talis' features, different types of training sessions, and next steps for implementation. The goal is to maximize adoption and realize the benefits of Talis across the university community.

1. Academic Adoption
#talisinsight

2. Open Discussion

3. Talis Insight
Morning Tea

4. Talis supporting your
academic adoption

5. Elements for success
• Know your product
• Promotion and communication
• Library and academic roll out
• Support materials

6. Benefits

7. Why did you purchased Talis?
• Needed an effective reading list system
• Wanted to automate the reading list process
• Wanted to improve library collection
development activities

8. Benefits for students
• Up-to-date reading lists
• Access full-text directly from the list
• Lists are highly discoverable
• Rich guidance and structure => more effective
learning
• Meet expectations
• Increase satisfaction

9. Benefits for Academics
• Easily update and manage reading lists
• Saving time, reducing effort
• Organise and annotate to suit your unit structure
• Ensure teaching resources will be available
• Drive collection development activities
• Transfer items between campuses/collections with a
single click
• Integrate lists into your unit’s LMS site

10. Other Benefits
• Reduce repetitive effort
• Less typing and clicks!
• Reuse bookmarks across lists
• Integrate into your Module Validation systems
• Show indicative reading lists on prospectus site

11. • At the unit level - feedback for academics
• At the university level - Student satisfaction
scores (UK - NSS, Aus - SETU)
• Deliver richer experiences
• Digitised Content working along-side Reading
Lists
• Meet expectations of fee paying students

12. Benefits for your University
• What are your top 3?

13. Plan your rollout

14. Objectives
• What is success?
• Where do you aim to be in 6 months time?
• Where do you hope to be in 12 months time?

15. University promotion
Have a communication strategy
• Identify your key stakeholders
• How will you reach out to them?
• When will you reach out to them?
• What collateral/resources will you need?

17. Support resources

18. Examples
• http://resourcelists.ed.ac.uk/schools/s24.html
• http://www.liv.ac.uk/library/
• http://www.port.ac.uk/library/infores/readinglist/
• http://library.anglia.ac.uk/academic/readinglist.html
• http://www.nottingham.ac.uk/library/finding/
readinglists.aspx

19. Your support resources
• What support material
• Maintenance
• Plans for review

20. What was your plan?

21. Types of sessions

22. Different types of sessions
• 1-2-1 training
• Group training - any academic, any department
• Departmental training
• Drop in sessions - either in library or
departments

23. 1-2-1 training
Advantages
• Can ensure academic fully understands system
• Personal touch
• Focus academics
Challenges
• More time intensive
• Bigger commitment from librarians

24. Group training - any academic,
any department
Advantages
• Wider reach across departments
• Smaller number of librarians needed
Challenges
• Different academics bookmarking different kinds of
material
• Varied levels of support needed by each academic
attending

25. Departmental training
Advantages
• Can ensure full attendance
• Focus session on departments resources
Challenges
• Getting everyone in a department in one place at one
time
• May need more than one librarian to lead the session

26. Drop-in sessions
Advantages
• Wide coverage
• Personal touch
Challenges
• No guarantee anyone will “drop-in”
• Finding a “good time” to run them

27. What happened at
your university?

28. Demo’ing to academics

29. Building a consistent demo
• Know the benefits you want to highlight
• Know your demo
• Have a plan
• Have confidence your in your bookmarklet

30. Building a consistent demo
STUDENT VIEW
1. Start on Home Page
2. Search for list / mention access from LMS
3. Talk through list view - course code, module leader name, semester, table of contents
4. Talk about structure of lists - lecture, weeks, topic, assignments, etc.
5. Show how each type of resource works
1. Book and eBook - bibliographic information, link to catalogue, link to other editions/formats, link
to bookshop, Google preview
2. Chapter - show how this is broken down in view
3. Journal article - metadata all there, link directly to article
4. Webpages, documents, audio-visual material, etc.
6. Talk about the bibliographic view and citation styles (know your departments citation
styles)

31. Building a consistent demo
STUDENT VIEW - SIGNED IN
1. Reading intentions overview and demo
2. Notes - mention that these remain private
3. Go to your profile and show where a student
would find their reading intentions and notes

32. Building a consistent demo
ACADEMIC VIEW
1. Highlight dashboard and it’s features
1. Note the student reading intentions
2. Talk about how they can interact with their students around the
access stats of each item
2. Review/Publish - what the library will do when they receive a
list for review (checking items, links, purchasing, digitisations)
3. Request digitisation
1. how to request a digitisation
2. what the library does with requests

33. What role can Talis
play?

34. Questions?

35. Questions
• What are your next steps?
• What actions need to be taken?
• Who is going to look at the demo?
• Who is going to create the script?
• When is your first training session?
• Who is doing the training?
• Who is doing the marketing?
• How are departments going to manage their training?
• Are you recording your progress in anyway?