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Melbourne Australia | | 23 October 2019
“I like interlibrary loans a lot. I don’t like that three- or four- days
turnaround.”
Academic Librarian and User Expectations for Accessing Resources and
Perceptions of ILL
Lynn Silipigni Connaway, Ph.D.
Director of Library Trends and User Research, OCLC
Rationale
• Purpose of the research: Influence and guide strategic
direction and product development of OCLC delivery
services.
• Methodology: The project will entail focus group
interviews with librarians and semi-structured
interviews with faculty members and
graduate/postgraduate students at select OCLC
Research Library Partnership institutions
Image:https://www.flickr.com/photos/satanoid/5851823198/by satanoid/CC BY 2.0
Focus Group Research Questions
Image: https://www.flickr.com/photos/rexness/4513981469/ by Rexness/CC BY-SA 2.0
• RQ1: How do resource sharing/ILL librarians currently spend their
time?
• RQ2: How would they like to spend their time?
• RQ3: What aspects of lending and fulfilment do they believe could be
unmediated?
• RQ4: Where are the inefficiencies in their workflow and what would
help them overcome these and streamline their processes?
• RQ5: What are their expectations, if any, for standardized, shared ILL
and resource sharing policies?
Semi-Structured Interview Research Questions
Image: https://www.flickr.com/photos/skellner/4203154536/ by Stefan Kellner/CC BY-NC 2.0
• RQ1: How do graduate/postgraduate students and faculty get access
to resources?
• RQ2: How do they prefer to get access to resources?
• RQ3: Under what circumstances and for what purposes do they
choose ways of accessing resources from the library, e.g., borrowing,
downloading/accessing online., ILL or requests-to-purchase?
• RQ4: Under what circumstances and for what purposes do they
choose ways of accessing resources beyond the library, e.g.,
purchasing from Alibris; purchasing from Amazon, Barnes & Noble,
etc.; borrowing from a friend or a colleague?
FOCUS GROUP INTERVIEWS
General Information
ACRL
Six participants (n=6)
Cleveland, Ohio
April 2019
ALIA
Nine participants (n=9)
Sydney, Australia
February 2019
Colorado ILL
Fifteen participants (n=15)
Westminster, Colorado
April 2019
Resource Sharing Conference
Ten participants (n=10)
Jacksonville, Florida
March 2019
Image:https://www.flickr.com/photos/thetejon/4051985062/ by Jon/(CC BY-SA 2.0)
Key Librarian Issues
Standardization
Image: https://www.flickr.com/photos/56001877@N04/8126838599/by runmonty/CC BY-NC-ND 2.0
FundingRequest Volume
Standardization
• High number of consortia
• Variation between library systems
• Cross consortia sharing
• Makes logistics difficult to manage
Image: https://www.flickr.com/photos/strausser/10926019275/ by free range jace/CC BY-NC 2.0
Request Volume
• High number of requests
• Many last minute or short notice requests
• Often held responsible for system
problems and user error
Image: https://www.flickr.com/photos/loloieg/3459011184/ by Loloieg/CC BY-ND 2.0
Funding
• Keeping ILL within budget
• Increasing number of ILL holdings
• Cost of licensing
Image: https://www.flickr.com/photos/hsin-yen/35173724402/by Hsin-Yen Lin/CC BY-NC-ND 2.0
SEMI-STRUCTURED INTERVIEWS
Gender
Female: 18
Male:11
Age Ranges
19-25: 5
25-34: 5
35-44: 9
45-54: 6
55-64: 4
Academic Level
Faculty: 15
Graduate/Postgraduate
students: 14
Countries
Australia: 21
USA: 8
Institutions
University of Adelaide: 9
Monash University: 4
Australian National University: 2
University of Melbourne: 6
Montana State University: 5
Swarthmore College: 3
N = 29
Semi-Structured Interview Demographics
Image: https://www.flickr.com/photos/thaths/4314445838/ by thaths/(CC BY-NC 2.0)
Key User Considerations
Image: https://www.flickr.com/photos/duncan/15262071481/by Duncan c/CC BY-NC 2.0
Speed Cost Format
Accessibility
Communication
Speed
• Heavy focus on fast fulfilment
• Speed overshadows quality
• Slow items are considered unavailable/not worth the time
• ILL perceived as a “slower option”
• Digital access regarded as quickest
• “High speed” mentioned in 21 out of 29 total interviews
Image:https://www.flickr.com/photos/fransdewit/4052612802/by Frans de Wit/CC BY-NC-ND 2.0
"So I like interlibrary loans a lot. I think it's very
useful. I do want them to be quick. I don't like
that three or four days turnaround. I guess that’s
because I don't want to have to think about, have
I received it? I did or not?"
-Australia, Graduate/Postgraduate Student,
Professions and Applied Sciences, 45-54, Female
Image: https://www.flickr.com/photos/oprior/64409980/by Owen Prior/CC BY-SA 2.0
“I think there has been an occasion where I've
been after a paper or something and just to get
the inter-library loan, was going to take too long.
Like the project needed to be finished very
quickly and it wouldn't come in in time, so I
haven’t issued it any further…”
-Australia, Faculty, Social Sciences, 35-44, Male
Image:https://www.flickr.com/photos/jhlau/15969832976/ by a.canvas.of.light/CC BY 2.0
Cost
• Little mention of specific price points
• Free vs paid rather than cheap vs expensive
• Users wish items were free even when institutions
cover the cost
• Users will ignore paid options if free ones are
available
Image: https://www.flickr.com/photos/davem/14803922/ by Dave & Lorelle/CC BY-NC 2.0
“If something costs a ton of money or if I have to
rent it or if I have to request a purchase, I'm just
not going to do that, cause there's so much free
research out there that it's like, why would I make
anybody do that?”
-US, Graduate/Postgraduate Student, Social
Sciences, 19-25, Female
Image: https://www.flickr.com/photos/101643643@N08/15749180169/ by WANG-HSIN PEI/CC BY 2.0
Format
• Speed and cost important to users
• Dependent on context
• Some users have strong preference for one format
Image:https://www.flickr.com/photos/laurie_brooker/354514974/by Laurie Brooker/CC BY-NC-ND 2.0
Digital
• Journals, eBooks and other academic materials
• Flexibility of access and use
• Users access digital materials from multiple sources
• Google Scholar
• Databases
• Amazon
Image: https://www.flickr.com/photos/130540439@N05/16544443591/by LT Photography/CC BY-NC-ND 2.0
"I often buy the eBook version for any books
that relate to my work because they're not
really a sit at home in bed and enjoy the feel
and the you know. They're just the ones that
you can just hold on your iPad or whatever it
is and just flick through it when you need it."
Australia, Faculty, Science Communication, 55-64, Female
Image:https://www.flickr.com/photos/kool_skatkat/795393193/by kool_skatkat/(CC BY-NC-ND 2.0)
Physical
• Almost always prefer physical books
• For both personal and professional use
• For immersion and accessibility
• Frequent reference to tactility and “feel”
Image: https://www.flickr.com/photos/ncole458/5251071720/ by Nicholas Cole/CC BY 2.0
"If it's an eBook, forget it. I don't even wanna open
an eBook. I hate eBooks. There's one eBook that I
might have to slog through to try to figure out
something ... this is kind of an important book, but
I can't print it, I can't download it, I can't ... I am a
person that often loves books, so I can write in
them, circle them."
Australia, Faculty, Social Sciences, 45-54, Female
Image:https://www.flickr.com/photos/thetejon/4182681980/by Jon/(CC BY-SA 2.0)
ILL and Communication Clarity
• Users tend to avoid ILL
• Concerns about clarity of communication
between library and user
• Prefer correspondence via email or automated
messages
• Puts user’s mind at ease for time sensitive
materials
• Users don’t want unnecessary updates, but want
to be informed of status of requests
Image: https://www.flickr.com/photos/huangce/8390725539/ by TripNotice.com/CC BY 2.0
“Yeah, 'cause if I keep getting emails of, "Hey, it's still
pending," there's nothing that the library's doing
wrong. It's just I'm going to get frustrated because it
seems like nothing's happening, but if they don't
remind me that nothing's happening, then I forget
about it for a while and then I get a cool email that
says,"Oh, by the way, we've been working behind the
scenes and here it is."
-US, Graduate/Postgraduate Student, Social
Sciences, 19-25, Female
Image: https://www.flickr.com/photos/rogermeyer/5244084417/ by Rodger Meyer/CC BY-NC-ND 2.0
“ But all communication is valid, and all communication
is really appreciated because I know, we're all incredibly
busy, and those people that are, kind of, getting stuff for
you, they will have hundreds of other people to look after,
too, so I, you know, and I've worked in retail so I know
that that little bit of communication can go a long way.”
-Australia, Faculty, 55-64, Male
Image:https://www.flickr.com/photos/fernando/3992060782/by Fernando de Sousa/CC BY-SA 2.0
Open Access
• Users want open access for themselves and for the
public
• Users are aware of some of the difficulties involved
in making more materials openly available
• Often mentioned positively and as a desired future
development
Image: https://www.flickr.com/photos/147621582@N02/35993391071/by Staffan Andersson/CC0 1.0
“ I'm really thrilled when I find an electronic version of a
book that I have total access to and can download in its
entirety, that there's not some arbitrary 89-page limit that
you can download today or print today, because of
outdated notions of access. In my perfect world, every
digital book would be open for people with institutional
logins to download in full.”
-Australia, Graduate/Postgraduate Student, 26-34, Male
Image: https://www.flickr.com/photos/karlnorling/14668687253/by karlnorling/CC BY 2.0
Top Features Desired by Users
Image: https://www.flickr.com/photos/duncan/39921909493/by Duncan c/CC BY-NC 2.0
Faculty and Graduate/Postgraduate Student Responses
• Graduate/postgraduate students appear to be more sensitive to
speed than faculty
• Graduate/postgraduate students have greater preference for PDFs
than faculty
• Open content mentioned more by Australians than Americans
• Faculty more interested in open content than
graduate/postgraduate students
• Americans want more clarity in communication
• No difference in faculty and graduate/postgraduate student need
for clarity in communication
• Most users search Google to find information and resources
Summary of Findings
Image: https://www.flickr.com/photos/satanoid/5851908184/by satanoid/(CC BY 2.0)
Semi-Structured Interviews
• Ease of access is a key factor for user
searches
• Users were familiar with Interlibrary
Loan, but overall opinion was mixed
• Both search engines and specialized
databases were utilized by
interviewees for searches
• Library instruction has a positive
effect on user experience
Focus Group Interviews
• Working with several isolated systems
is point of frustration for librarians
• Librarians feel responsible for making
fulfillment seamless
• Speed is important for users and
librarians
Recommendations Based on User Interviews
Image:https://www.flickr.com/photos/majiksbox/24923950387/by Dave – resting/CC BY-SA 2.0
• Clarity of communication (Tracking)
• Convenience/Ease of use
• Consolidation/One stop shopping
• Citation tools
• Speed/Timeliness
HOW CAN WE PARTICIPATE IN OCLC
RESEARCH STUDIES?
OCLC Research Library Partnership
• Transnational network of research libraries (130+)
• Supported by partnership dues and co-investment from
OCLC
• The RLP supports libraries as they evolve to meet 21st
century challenges, providing the connections, knowledge,
and resources to plan with confidence in a complex,
rapidly-changing ecosystem
People are connections
to knowledge
Peer to peer
collaborative learning
Strategic thinking to
practical application
Influence service
design and future
research
Shared
understanding for
faster innovation
RLP leverages partner
knowledge to fuel
innovation
OCLC Research Library Partnership
Activities are led by an energetic team who
work with member institutions to develop an array of
programming for both senior library leaders and
staff, virtually and in person.
Research support
Unique and distinctive
collections
Resource sharing /
Collective collections
Next generation
metadata
Learning Together
OCLC RLP Activities
“The provision of research support services is an area of significant
investment for our member libraries. Our research and programming
offers resources for libraries to learn how other institutions are responding
and to discuss local challenges with other libraries worldwide.”
Rebecca Bryant
bryantr@oclc.org
Research support
“[the RDM working group]. . . provided us with not only an advanced introduction to the
specific issues regarding the best practices for implementing RDM services, but it has
also helped in creating an environment of shared resources between the attendees for all of
our RDM interests/needs…. these interest group discussions have been a critical resource
in formulating our future RDM strategy.”
Adrian Gomez, Science Informationist, Cold Spring Harbor Laboratory
[read more, RDM: A challenge too big to tackle alone]
Critical resource in formulating our future RDM strategy
“We work in special and distinctive collections because they are an important site
of scholarly knowledge creation, made possible by libraries’ significant investment
in the stewardship of these collections. The unique nature of material in special
collections can make scaling a challenge, so we work to identify areas of common
need and patterns of innovation to help libraries scale learning and expertise with
these collections.”
Chela Scott Weber
weberc@oclc.org
Unique and distinctive collections
Using the Agenda in strategic planning
“Any time you have a formal report put
out by a trustworthy organization, it
becomes immediately a tool that
administrators can use to help frame
local needs, and that's exactly what
I've used this report for.”
Empower your strategy through valuable library research
https://www.oclc.org/en/member-stories/northeastern.htmlEvan Simpson
Associate Dean,
Research and Learning Services, Northeastern University
“A commitment to metadata is part of OCLC’s DNA. The OCLC RLP Metadata
Managers Focus Group explores strategies on how metadata can work harder
and smarter. Over the last year, the focus group held fourteen in-depth
conversations on topics ranging from measuring the value of cataloging to
creating metadata for equity, diversity, and inclusion, to serving needs of audio-
visual collections.”
Karen Smith-Yoshimura
smithyok@oclc.org
Next generation metadata
“I get a chance to meet with others excited by metadata
challenges and really dive deep into the issues that are at the
forefront of our daily working lives.”
Stephen Hearn, Metadata Strategist, University of Minnesota
read more, Too much metadata?
Meet with others excited by metadata
“As institutions evolve toward a notion of “collective collections,” resource
sharing partnerships that expand access to collections are of primary importance. The
SHARES resource sharing consortium of the RLP is a generous network of trusted
partners that provides access to libraries’ strong, rich, diverse, and unique collections.
SHARES also supports active collaboration to innovate and support best practices for
resource sharing. By joining the Research Library Partnership, institutions have the
opportunity to join the SHARES resource sharing consortium.”
Dennis Massie
massied@oclc.org
Resource sharing
“We definitely go the extra mile for SHARES partners and really appreciate when
that is reciprocated, which is most of the time. We pursue loans of unusual items
with collection managers, loan larger quantities of material per transaction,
arrange for expedited and/or other kinds of special shipping, give longer loan
periods/renewals (& more renewals), etc. It's this kind of value-added service that
can really make a difference on those challenging requests that seem to crop up
more and more often these days.”
Margaret Ellingson
Head of Interlibrary Loan, Emory University
We go the extra mile
Learning together
• In person events
• Convening around key questions
• Surveys: taking the pulse
• Prototyping efforts
• Works in Progress Webinars (hosted 20 last year)
Professional development
Stay up to date
Engage around emerging issues
Learn alongside colleagues
Virtual engagement is affordable
“…being able to engage with colleagues at other universities from my
desk has been an absolute lifeline for me. Thank you!”
Dr. Cathy Pink, Senior Data Librarian, University of Bath
Photo by Almos Bechtold on Unsplash
ACKNOWLEDGEMENTS
We would like to thank Nick Spence for his assistance in
preparing this presentation.
Questions &
Discussion
Lynn Silipigni Connaway, PhD
Director of Library Trends and User Research OCLC
connawal@oclc.org
@LynnConnaway

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"I like interlibrary loans a lot. I don’t that three- or four-day turnaround." Academic librarian and user expectations for accessing resources and perceptions of ILL.

  • 1. Melbourne Australia | | 23 October 2019 “I like interlibrary loans a lot. I don’t like that three- or four- days turnaround.” Academic Librarian and User Expectations for Accessing Resources and Perceptions of ILL Lynn Silipigni Connaway, Ph.D. Director of Library Trends and User Research, OCLC
  • 2. Rationale • Purpose of the research: Influence and guide strategic direction and product development of OCLC delivery services. • Methodology: The project will entail focus group interviews with librarians and semi-structured interviews with faculty members and graduate/postgraduate students at select OCLC Research Library Partnership institutions Image:https://www.flickr.com/photos/satanoid/5851823198/by satanoid/CC BY 2.0
  • 3. Focus Group Research Questions Image: https://www.flickr.com/photos/rexness/4513981469/ by Rexness/CC BY-SA 2.0 • RQ1: How do resource sharing/ILL librarians currently spend their time? • RQ2: How would they like to spend their time? • RQ3: What aspects of lending and fulfilment do they believe could be unmediated? • RQ4: Where are the inefficiencies in their workflow and what would help them overcome these and streamline their processes? • RQ5: What are their expectations, if any, for standardized, shared ILL and resource sharing policies?
  • 4. Semi-Structured Interview Research Questions Image: https://www.flickr.com/photos/skellner/4203154536/ by Stefan Kellner/CC BY-NC 2.0 • RQ1: How do graduate/postgraduate students and faculty get access to resources? • RQ2: How do they prefer to get access to resources? • RQ3: Under what circumstances and for what purposes do they choose ways of accessing resources from the library, e.g., borrowing, downloading/accessing online., ILL or requests-to-purchase? • RQ4: Under what circumstances and for what purposes do they choose ways of accessing resources beyond the library, e.g., purchasing from Alibris; purchasing from Amazon, Barnes & Noble, etc.; borrowing from a friend or a colleague?
  • 6. General Information ACRL Six participants (n=6) Cleveland, Ohio April 2019 ALIA Nine participants (n=9) Sydney, Australia February 2019 Colorado ILL Fifteen participants (n=15) Westminster, Colorado April 2019 Resource Sharing Conference Ten participants (n=10) Jacksonville, Florida March 2019 Image:https://www.flickr.com/photos/thetejon/4051985062/ by Jon/(CC BY-SA 2.0)
  • 7. Key Librarian Issues Standardization Image: https://www.flickr.com/photos/56001877@N04/8126838599/by runmonty/CC BY-NC-ND 2.0 FundingRequest Volume
  • 8. Standardization • High number of consortia • Variation between library systems • Cross consortia sharing • Makes logistics difficult to manage Image: https://www.flickr.com/photos/strausser/10926019275/ by free range jace/CC BY-NC 2.0
  • 9. Request Volume • High number of requests • Many last minute or short notice requests • Often held responsible for system problems and user error Image: https://www.flickr.com/photos/loloieg/3459011184/ by Loloieg/CC BY-ND 2.0
  • 10. Funding • Keeping ILL within budget • Increasing number of ILL holdings • Cost of licensing Image: https://www.flickr.com/photos/hsin-yen/35173724402/by Hsin-Yen Lin/CC BY-NC-ND 2.0
  • 12. Gender Female: 18 Male:11 Age Ranges 19-25: 5 25-34: 5 35-44: 9 45-54: 6 55-64: 4 Academic Level Faculty: 15 Graduate/Postgraduate students: 14 Countries Australia: 21 USA: 8 Institutions University of Adelaide: 9 Monash University: 4 Australian National University: 2 University of Melbourne: 6 Montana State University: 5 Swarthmore College: 3 N = 29 Semi-Structured Interview Demographics Image: https://www.flickr.com/photos/thaths/4314445838/ by thaths/(CC BY-NC 2.0)
  • 13. Key User Considerations Image: https://www.flickr.com/photos/duncan/15262071481/by Duncan c/CC BY-NC 2.0 Speed Cost Format Accessibility Communication
  • 14. Speed • Heavy focus on fast fulfilment • Speed overshadows quality • Slow items are considered unavailable/not worth the time • ILL perceived as a “slower option” • Digital access regarded as quickest • “High speed” mentioned in 21 out of 29 total interviews Image:https://www.flickr.com/photos/fransdewit/4052612802/by Frans de Wit/CC BY-NC-ND 2.0
  • 15. "So I like interlibrary loans a lot. I think it's very useful. I do want them to be quick. I don't like that three or four days turnaround. I guess that’s because I don't want to have to think about, have I received it? I did or not?" -Australia, Graduate/Postgraduate Student, Professions and Applied Sciences, 45-54, Female Image: https://www.flickr.com/photos/oprior/64409980/by Owen Prior/CC BY-SA 2.0
  • 16. “I think there has been an occasion where I've been after a paper or something and just to get the inter-library loan, was going to take too long. Like the project needed to be finished very quickly and it wouldn't come in in time, so I haven’t issued it any further…” -Australia, Faculty, Social Sciences, 35-44, Male Image:https://www.flickr.com/photos/jhlau/15969832976/ by a.canvas.of.light/CC BY 2.0
  • 17. Cost • Little mention of specific price points • Free vs paid rather than cheap vs expensive • Users wish items were free even when institutions cover the cost • Users will ignore paid options if free ones are available Image: https://www.flickr.com/photos/davem/14803922/ by Dave & Lorelle/CC BY-NC 2.0
  • 18. “If something costs a ton of money or if I have to rent it or if I have to request a purchase, I'm just not going to do that, cause there's so much free research out there that it's like, why would I make anybody do that?” -US, Graduate/Postgraduate Student, Social Sciences, 19-25, Female Image: https://www.flickr.com/photos/101643643@N08/15749180169/ by WANG-HSIN PEI/CC BY 2.0
  • 19. Format • Speed and cost important to users • Dependent on context • Some users have strong preference for one format Image:https://www.flickr.com/photos/laurie_brooker/354514974/by Laurie Brooker/CC BY-NC-ND 2.0
  • 20. Digital • Journals, eBooks and other academic materials • Flexibility of access and use • Users access digital materials from multiple sources • Google Scholar • Databases • Amazon Image: https://www.flickr.com/photos/130540439@N05/16544443591/by LT Photography/CC BY-NC-ND 2.0
  • 21. "I often buy the eBook version for any books that relate to my work because they're not really a sit at home in bed and enjoy the feel and the you know. They're just the ones that you can just hold on your iPad or whatever it is and just flick through it when you need it." Australia, Faculty, Science Communication, 55-64, Female Image:https://www.flickr.com/photos/kool_skatkat/795393193/by kool_skatkat/(CC BY-NC-ND 2.0)
  • 22. Physical • Almost always prefer physical books • For both personal and professional use • For immersion and accessibility • Frequent reference to tactility and “feel” Image: https://www.flickr.com/photos/ncole458/5251071720/ by Nicholas Cole/CC BY 2.0
  • 23. "If it's an eBook, forget it. I don't even wanna open an eBook. I hate eBooks. There's one eBook that I might have to slog through to try to figure out something ... this is kind of an important book, but I can't print it, I can't download it, I can't ... I am a person that often loves books, so I can write in them, circle them." Australia, Faculty, Social Sciences, 45-54, Female Image:https://www.flickr.com/photos/thetejon/4182681980/by Jon/(CC BY-SA 2.0)
  • 24. ILL and Communication Clarity • Users tend to avoid ILL • Concerns about clarity of communication between library and user • Prefer correspondence via email or automated messages • Puts user’s mind at ease for time sensitive materials • Users don’t want unnecessary updates, but want to be informed of status of requests Image: https://www.flickr.com/photos/huangce/8390725539/ by TripNotice.com/CC BY 2.0
  • 25. “Yeah, 'cause if I keep getting emails of, "Hey, it's still pending," there's nothing that the library's doing wrong. It's just I'm going to get frustrated because it seems like nothing's happening, but if they don't remind me that nothing's happening, then I forget about it for a while and then I get a cool email that says,"Oh, by the way, we've been working behind the scenes and here it is." -US, Graduate/Postgraduate Student, Social Sciences, 19-25, Female Image: https://www.flickr.com/photos/rogermeyer/5244084417/ by Rodger Meyer/CC BY-NC-ND 2.0
  • 26. “ But all communication is valid, and all communication is really appreciated because I know, we're all incredibly busy, and those people that are, kind of, getting stuff for you, they will have hundreds of other people to look after, too, so I, you know, and I've worked in retail so I know that that little bit of communication can go a long way.” -Australia, Faculty, 55-64, Male Image:https://www.flickr.com/photos/fernando/3992060782/by Fernando de Sousa/CC BY-SA 2.0
  • 27. Open Access • Users want open access for themselves and for the public • Users are aware of some of the difficulties involved in making more materials openly available • Often mentioned positively and as a desired future development Image: https://www.flickr.com/photos/147621582@N02/35993391071/by Staffan Andersson/CC0 1.0
  • 28. “ I'm really thrilled when I find an electronic version of a book that I have total access to and can download in its entirety, that there's not some arbitrary 89-page limit that you can download today or print today, because of outdated notions of access. In my perfect world, every digital book would be open for people with institutional logins to download in full.” -Australia, Graduate/Postgraduate Student, 26-34, Male Image: https://www.flickr.com/photos/karlnorling/14668687253/by karlnorling/CC BY 2.0
  • 29. Top Features Desired by Users Image: https://www.flickr.com/photos/duncan/39921909493/by Duncan c/CC BY-NC 2.0
  • 30. Faculty and Graduate/Postgraduate Student Responses • Graduate/postgraduate students appear to be more sensitive to speed than faculty • Graduate/postgraduate students have greater preference for PDFs than faculty • Open content mentioned more by Australians than Americans • Faculty more interested in open content than graduate/postgraduate students • Americans want more clarity in communication • No difference in faculty and graduate/postgraduate student need for clarity in communication • Most users search Google to find information and resources
  • 31. Summary of Findings Image: https://www.flickr.com/photos/satanoid/5851908184/by satanoid/(CC BY 2.0) Semi-Structured Interviews • Ease of access is a key factor for user searches • Users were familiar with Interlibrary Loan, but overall opinion was mixed • Both search engines and specialized databases were utilized by interviewees for searches • Library instruction has a positive effect on user experience Focus Group Interviews • Working with several isolated systems is point of frustration for librarians • Librarians feel responsible for making fulfillment seamless • Speed is important for users and librarians
  • 32. Recommendations Based on User Interviews Image:https://www.flickr.com/photos/majiksbox/24923950387/by Dave – resting/CC BY-SA 2.0 • Clarity of communication (Tracking) • Convenience/Ease of use • Consolidation/One stop shopping • Citation tools • Speed/Timeliness
  • 33. HOW CAN WE PARTICIPATE IN OCLC RESEARCH STUDIES?
  • 34. OCLC Research Library Partnership • Transnational network of research libraries (130+) • Supported by partnership dues and co-investment from OCLC • The RLP supports libraries as they evolve to meet 21st century challenges, providing the connections, knowledge, and resources to plan with confidence in a complex, rapidly-changing ecosystem
  • 35. People are connections to knowledge Peer to peer collaborative learning Strategic thinking to practical application Influence service design and future research Shared understanding for faster innovation RLP leverages partner knowledge to fuel innovation
  • 36. OCLC Research Library Partnership Activities are led by an energetic team who work with member institutions to develop an array of programming for both senior library leaders and staff, virtually and in person.
  • 37. Research support Unique and distinctive collections Resource sharing / Collective collections Next generation metadata Learning Together OCLC RLP Activities
  • 38. “The provision of research support services is an area of significant investment for our member libraries. Our research and programming offers resources for libraries to learn how other institutions are responding and to discuss local challenges with other libraries worldwide.” Rebecca Bryant bryantr@oclc.org Research support
  • 39. “[the RDM working group]. . . provided us with not only an advanced introduction to the specific issues regarding the best practices for implementing RDM services, but it has also helped in creating an environment of shared resources between the attendees for all of our RDM interests/needs…. these interest group discussions have been a critical resource in formulating our future RDM strategy.” Adrian Gomez, Science Informationist, Cold Spring Harbor Laboratory [read more, RDM: A challenge too big to tackle alone] Critical resource in formulating our future RDM strategy
  • 40. “We work in special and distinctive collections because they are an important site of scholarly knowledge creation, made possible by libraries’ significant investment in the stewardship of these collections. The unique nature of material in special collections can make scaling a challenge, so we work to identify areas of common need and patterns of innovation to help libraries scale learning and expertise with these collections.” Chela Scott Weber weberc@oclc.org Unique and distinctive collections
  • 41. Using the Agenda in strategic planning “Any time you have a formal report put out by a trustworthy organization, it becomes immediately a tool that administrators can use to help frame local needs, and that's exactly what I've used this report for.” Empower your strategy through valuable library research https://www.oclc.org/en/member-stories/northeastern.htmlEvan Simpson Associate Dean, Research and Learning Services, Northeastern University
  • 42. “A commitment to metadata is part of OCLC’s DNA. The OCLC RLP Metadata Managers Focus Group explores strategies on how metadata can work harder and smarter. Over the last year, the focus group held fourteen in-depth conversations on topics ranging from measuring the value of cataloging to creating metadata for equity, diversity, and inclusion, to serving needs of audio- visual collections.” Karen Smith-Yoshimura smithyok@oclc.org Next generation metadata
  • 43. “I get a chance to meet with others excited by metadata challenges and really dive deep into the issues that are at the forefront of our daily working lives.” Stephen Hearn, Metadata Strategist, University of Minnesota read more, Too much metadata? Meet with others excited by metadata
  • 44. “As institutions evolve toward a notion of “collective collections,” resource sharing partnerships that expand access to collections are of primary importance. The SHARES resource sharing consortium of the RLP is a generous network of trusted partners that provides access to libraries’ strong, rich, diverse, and unique collections. SHARES also supports active collaboration to innovate and support best practices for resource sharing. By joining the Research Library Partnership, institutions have the opportunity to join the SHARES resource sharing consortium.” Dennis Massie massied@oclc.org Resource sharing
  • 45. “We definitely go the extra mile for SHARES partners and really appreciate when that is reciprocated, which is most of the time. We pursue loans of unusual items with collection managers, loan larger quantities of material per transaction, arrange for expedited and/or other kinds of special shipping, give longer loan periods/renewals (& more renewals), etc. It's this kind of value-added service that can really make a difference on those challenging requests that seem to crop up more and more often these days.” Margaret Ellingson Head of Interlibrary Loan, Emory University We go the extra mile
  • 46. Learning together • In person events • Convening around key questions • Surveys: taking the pulse • Prototyping efforts • Works in Progress Webinars (hosted 20 last year)
  • 47. Professional development Stay up to date Engage around emerging issues Learn alongside colleagues Virtual engagement is affordable “…being able to engage with colleagues at other universities from my desk has been an absolute lifeline for me. Thank you!” Dr. Cathy Pink, Senior Data Librarian, University of Bath
  • 48. Photo by Almos Bechtold on Unsplash
  • 49. ACKNOWLEDGEMENTS We would like to thank Nick Spence for his assistance in preparing this presentation.
  • 50. Questions & Discussion Lynn Silipigni Connaway, PhD Director of Library Trends and User Research OCLC connawal@oclc.org @LynnConnaway

Editor's Notes

  1. Image:https://www.flickr.com/photos/satanoid/5851823198/by satanoid/CC BY 2.0
  2. Image: https://www.flickr.com/photos/rexness/4513981469/ by Rexness/CC BY-SA 2.0
  3. Image: https://www.flickr.com/photos/skellner/4203154536/ by Stefan Kellner/CC BY-NC 2.0
  4. Image:https://www.flickr.com/photos/thetejon/4051985062/ by Jon/(CC BY-SA 2.0)
  5. Image: https://www.flickr.com/photos/56001877@N04/8126838599/by runmonty/CC BY-NC-ND 2.0 Standardization: parsing multiple systems that don’t interact with one another. Makes fast fulfilment difficult for users. Request Volume: Librarians are frustrated by a high volume of short notice requests. Usually from students working on assignments. Funding: Librarians operate on limited funds to meet user fulfilment requests
  6. Image: https://www.flickr.com/photos/strausser/10926019275/ by free range jace/CC BY-NC 2.0 Libraries do business with multiple ILL consortia that have high variation between their systems that makes both the logistics of shipping items and giving projected transit time difficult.
  7. Image: https://www.flickr.com/photos/loloieg/3459011184/ by Loloieg/CC BY-ND 2.0 Librarians are held responsible by users when something goes wrong at any point in the ILL process even though the shipping phase can be prone to errors and slowdown outside of librarian control
  8. Image: https://www.flickr.com/photos/hsin-yen/35173724402/by Hsin-Yen Lin/CC BY-NC-ND 2.0 Many librarians want to expand the resources offered through ILL but funding is a limiting factor.
  9. Image: https://www.flickr.com/photos/thaths/4314445838/ by thaths/(CC BY-NC 2.0)
  10. Image: https://www.flickr.com/photos/duncan/15262071481/by Duncan c/CC BY-NC 2.0
  11. Image:https://www.flickr.com/photos/fransdewit/4052612802/by Frans de Wit/CC BY-NC-ND 2.0 Speed stood out as the most important aspect of ILL even overshadowing quality. ILL is frequently seen as not worth the time needed and unless the item is mandatory it will be skipped by the user. Digital items are preferred when high speed is a necessity.
  12. Image: https://www.flickr.com/photos/oprior/64409980/by Owen Prior/CC BY-SA 2.0
  13. Image:https://www.flickr.com/photos/jhlau/15969832976/ by a.canvas.of.light/CC BY 2.0
  14. Image: https://www.flickr.com/photos/davem/14803922/ by Dave & Lorelle/CC BY-NC 2.0 While price points weren’t mentioned as specifically high or low the issue of paid access vs free access was frequently mentioned. Paid options were unanimously ignored in the presence of a free alternative. If the first choice item turns out to be paid only the user will pass it up in favor of a different item. Users broadly wanted more items to be available for free even outside of universities.
  15. Image: https://www.flickr.com/photos/101643643@N08/15749180169/ by WANG-HSIN PEI/CC BY 2.0
  16. Image:https://www.flickr.com/photos/laurie_brooker/354514974/by Laurie Brooker/CC BY-NC-ND 2.0 Item format (digital physical) was dependent on the situation and the needs of the user except for a few “format loyalists” who overwhelmingly preferred one format type to another.
  17. Image: https://www.flickr.com/photos/130540439@N05/16544443591/by LT Photography/CC BY-NC-ND 2.0 Journals and eBooks were the most frequently mentioned digital resources, accessed through google scholar, specialized databases, and amazon. Physical journals were never mentioned with the exception of remarking that the user had never worked with them or worked with them a long time ago but not anymore. Speed, flexibility and portability were commonly mentioned as the best aspects of digital media.
  18. Image:https://www.flickr.com/photos/kool_skatkat/795393193/by kool_skatkat/(CC BY-NC-ND 2.0)
  19. Image: https://www.flickr.com/photos/ncole458/5251071720/ by Nicholas Cole/CC BY 2.0 Books were overwhelmingly the most popular physical media with immersion into the text (sitting down and reading for an extended period) and the ability to pick up and read the book offline were frequently mentioned. Additionally, books were mentioned for both use in personal and professional settings. While the individual materials didn’t often overlap, the medium of print books was still ubiquitous.
  20. Image:https://www.flickr.com/photos/thetejon/4182681980/by Jon/(CC BY-SA 2.0)
  21. Image: https://www.flickr.com/photos/huangce/8390725539/ by TripNotice.com/CC BY 2.0 Many users have a connotation that ILL is slow and unreliable, this is reinforced by their own avoidance of ILL (self-fulfilling prophecy). Those who do use ILL tend to be satisfied with it but see where improvements could be made. The issue of clarity is important. Many users complain about anxiety in not knowing when their item will arrive or if it will arrive on time. In contrast to this users also mentioned not wanting to be swamped with updates across multiple channels. Emails at key points in shipping were most often cited as ideal.
  22. Image: https://www.flickr.com/photos/rogermeyer/5244084417/ by Rodger Meyer/CC BY-NC-ND 2.0
  23. Image:https://www.flickr.com/photos/fernando/3992060782/by Fernando de Sousa/CC BY-SA 2.0
  24. Image: https://www.flickr.com/photos/147621582@N02/35993391071/by Staffan Andersson/CC0 1.0 Open access was occasionally mentioned but for a handful of interviews it was a key issue they spoke about at length. Open access wasn’t commonly talked about as a present issue but more so as a future goal. Something that would be nice to pursue eventually, once other issues were addressed.
  25. Image: https://www.flickr.com/photos/karlnorling/14668687253/by karlnorling/CC BY 2.0
  26. Image: https://www.flickr.com/photos/duncan/39921909493/by Duncan c/CC BY-NC 2.0
  27. While both groups cared about convenience and speed, graduate/postgraduate students appear to be more sensitive to it. Because of this, they have a much bigger preference for PDFs than faculty. Faculty are more interested in open content than graduate/postgraduate students While Americans and Australians differed in their wish for clarity in communication, faculty and graduate/postgraduate students do not appear to differ at all. Image: https://www.flickr.com/photos/shiridenovo/5318874705/ by Carey Ciuro/CC BY-NC 2.0
  28. Image: https://www.flickr.com/photos/satanoid/5851908184/by satanoid/(CC BY 2.0)
  29. Image:https://www.flickr.com/photos/majiksbox/24923950387/by Dave – resting/CC BY-SA 2.0
  30. Research support activities: Research Data Management and Research Information Management have emerged as areas of focus where RLP institutions can learn and evolve best practices with one another. Unique and distinctive collection: Our Research and Learning Agenda outlines additional challenges for the profession. As an example of the new work we are leading, we have a new working group on Collection Building and Operational Impacts. Gearing up to perhaps redo the survey we did in the US / Canada, UK / Ireland Resource sharing: SHARES, the resource sharing arm of the RLP, is a generous resource sharing program, which provides access to libraries’ strong, rich, diverse, and unique collections. SHARES also supports active collaboration to innovate and support best practices for resource sharing. Making metadata work harder and smarter: OCLC and institutions in the RLP lead by developing innovative approaches to linked data and collaborating around other topics related to metadata management. Nascent initiatives around Wikipedia and Wikidata, as well as investigations for priorities in “open” materials
  31. The provision of research support services is an area of significant investment for our member libraries. Our research and programming offers resources for libraries to learn how other institutions are responding and to discuss local challenges with other libraries worldwide. This is a relatively recent area of investment for the OCLC RLP and we are pleased with the overwhelming interested and engagement displayed by our partners.   In late 2018 we hosted a Research Data Management webinar series and interest group for RLP members, based on the extensive work encompassed in The Realities of Research Data Management report series. This learning curriculum is now condensed into an RDM Planning Guide.   “The RDM Interest Group has provided us with . . . an advanced introduction to the specific issues regarding the best practices for implementing RDM services. . . .[T]hese interest group discussions have been a critical resource in formulating our future RDM strategy at our laboratory.” Adrian Gomez, Science Informationist, Cold Spring Harbor Laboratory [read more, RDM: A challenge too big to tackle alone] We’re continuing this engagement through the Research Support Interest Group, which meets quarterly on topics of interest, sourced by its participants.
  32.   This is a longstanding area of focus for the OCLC RLP. Here we have invested in surveys of archives and special collections that show change over time in practices, investments and areas of focus and concern. Recently we’ve been digging into the balancing act between building collections and the responsible stewardship of those collections, trying to ensure that we can articulate what funding is needed to describe and serve collections. We are also investing in exploring issues around audio visual materials in special collections.
  33. One of our major outputs is the Research and Learning Agenda for Archives and Special Collections which is a snapshot of high level concerns for the special collections communities. This OCLC member story from Northeaster University shows how this document is being utilized as a critical component in strategic planning for that organization..
  34. A commitment to metadata is part of OCLC’s DNA. The OCLC RLP Metadata Managers Focus Group explores strategies on how metadata can work harder and smarter. Over the last year, the focus group held fourteen in-depth conversations on topics ranging from measuring the value of cataloging to creating metadata for equity, diversity, and inclusion, to serving needs of audio-visual collections.    This group is a locus point that connects our community both to influence OCLC’s data research and to new pilot programs and also is the home for our long standing metadata managers focus group, which meets in person and virtually 8 times annually.
  35. “I get a chance to meet with others excited by metadata challenges and really dive deep into the issues that are at the forefront of our daily working lives.” Stephen Hearn, Metadata Strategist, University of Minnesota [read more, Too much metadata?] http://www.oclc.org/blog/main/too-much-metadata/
  36. Comprehensive, expedited access to partners' collections. Access to restricted, noncirculating, and special collections materials that partners would not normally lend. Costs of interlibrary loan and document supply held to minimum through agreements to supply one another at fixed below-market prices. On-site access for one's constituency: partners give each other's visiting faculty and scholars the same degree of access to collections and services that they provide for their own communities. Collegiality, trust, mentoring, sharing expertise, and going the extra mile. Policy rethink with executive committee SHARES https://protect-us.mimecast.com/s/-A0OCL9GlvFRGNLZt1uwpl?domain=oclc.org
  37. Organize viewing sessions to develop a learning cohort at your institution Meet colleagues from around the globe
  38. If you could wave a magic wand and ask OCLC Research to dig into a topic on behalf of the Australian Research Library community, what topic area would that be? Feb 14th!