Strategic Priorities in Libraries:
      Focus on the Transformations

                  Stephen Abram, MLS
                           Web 2.012
                          Oct. 3, 2012
Change

These slides are available at Stephen’s Lighthouse blog
We Only Get So Many
 Once-in-a-Lifetime
Chances To Do Great
      Things
News Flash
“The Internet and technology have
    now progressed to their infancy”
So how must library
 strategies change?
Conclusions Up Front

1. Prioritize Programs not Collections
2. Drive ‘Reference’ with Data and Know Your Top
   Questions
3. Balance of Physical and Virtual
4. Invest Time in Demographics and Analytics
5. Put Technological Tools in Context . . . As tools
6. Build Recreational Reading Away From Effort and
   Get Real About the eBook Issue
7. Homework: Deal With It
8. Transliteracy is a Key Opportunity
9. Partnerships are about everything
Specific Challenges

1. Setting Priorities and Making Sacrifices
2. Innovation Culture, Pilots and Diffusion
3. Program Hiatuses
4. Backroom and Front Room Balance
5. Alignment with Goals
6. Measuring the Right Stuff
7. Organizational Structure and Governance
8. Investing in HR Development & Cross-training
9. Sacred Cows (desks, books, …)
10. Promotion, Marketing, Communication, Advocacy
Change can happen very fast
Sensemaking
What is an EXPERIENCE?
               What is a library experience?
What differentiates a library experience from a transaction?
     What differentiates libraries from Google/Bing?
The Evolution
 of Answers
Why do people ask questions?
Is your library experience conceptually organized around
                  answers and programs?
         Or collections, technology and buildings?
Why do people ask questions?

   Who, What, When, Where
   How & Why
   Data – Information – Knowledge - Behavior
   To Learn or to Know
   To Acquire Information, Clarify, Tune
   To Decide, to Solve, to Choose, to Delay
   To Interview, Delve, Interact, Progress
   To Entertain or Socialize
   To Reduce Fear
   To Help, Aid, Cure, Be a Friend
   To Win A Bet
What are your top 10-20 questions?
What is the service portfolio model
      that goes with those?
The Baker’s Dozen: Sample Top 13
1. Health and Wellness / Community Health / Nutrition / Diet /
    Recovery
2. DIY Do It Yourself Activities and Car Repair
3. Genealogy
4. Test prep (SAT, ACT, occupational tests, etc. etc.)
5. Legal Questions (including family law, divorce, adoption, etc)
6. Hobbies, Games and Gardening
7. Local History
8. Consumer reviews (Choosing a car, appliance, etc.)
9. Homework Help (grade school)
10. Technology Skills (software, hardware, web)
11. Government Programs, Services and Taxation
12. Self-help/personal development
13. Careers (jobs, counselling, etc.)
14. Readers Advisory was 14th
Top 12 Patron Hobbies
         Recreational Reading

            Cooking & Recipes

                   Computers

               Movies & Film

   Exercise, Cycling & Walking

Traveling, Tourism & Vacations
                                                                                    Top Hobbies?
                       Music
                                                                       Top Homework Questions?
                         Pets                                            Top Travel Destinations?
                   Gardening
                                                                              What do you know?

             Television Shows

                 Arts & Crafts

       Knitting & Needlecrafts


                                 0   10       20       30         40        50      60      70
Seth Godin on Decisions (June 8, 2011)

o Which of these are getting in the way?
o   You don't know what to do
o   You don't know how to do it
o   You don't have the authority or the resources to do it
o   You're afraid
o   You believe that money matters most
o   Once you figure out what's getting in the way, it's far
    easier to find the answer (or decide to work on a
    different problem).
o Stuck is a state of mind, and it's curable.
What Are Libraries Really For?

•   Community
•   Learning
•   Discovery
•   Progress
•   Research (Applied and Theoretical)
•   Cultural & Knowledge Custody
•   Economic Impact
What Are Libraries’ Strategies?

•   Answer Questions
•   Train & Educate People
•   Align with curriculum standards
•   Align with Research Agenda
•   Improve the community from a social
    AND economic point of view
What Are Librarians For?

•   Expertise
•   Relationships
•   Transformation
•   Service (not servant)
•   Vision
•   Leadership
•   Economic Impact
Questions for Libraries Today:

1. Are our priorities right?
2. Are learning, research, discovery changing
   materially and what is actually changing?
3. What is the foundation of future library
   success . . . Books? Meh…
4. What is the role for librarians in the real
   future (that is not an extension of the past)?
Grocery Stores
Grocery Stores
Grocery Stores
Cookbooks, Chefs . . .
Cookbooks, Chefs . . .
Meals
Let’s chat

What is a meal in library end-user or education
and learning terms?
 Books versus Reading
 Library or Lesson level
 Niche marketing – undergrads, faculty, PhDs?
 How does the user change? Transform over
  time?
Chefs, counsellors, teachers, magicians

Librarians play a vital role in building the
        critical connections between
   information , knowledge and learning.
Service Metaphor

o Cafeterias
o Take Out
o Private Dining Rooms
o Private Chefs
o Variety
Programs
What are the components of a program focus?

 What lifts libraries beyond the foundation?
You have the tools.
Stop Making it So Hard!
Trans-Literacy: Move beyond reading & PC skills
  Reading literacy     News literacy
  Numeracy             Technology literacy
  Critical literacy    Information literacy
  Social literacy      Media literacy
  Computer literacy    Adaptive literacy
  Web literacy         Research literacy
  Content literacy     Academic literacy
  Written literacy     Reputation, Etc.
Steal
This
Idea
The nasty facts
 about Google &
    Bing and
consumer search:

  SEO / SMO
 Content Farms
Advertiser-driven
  Geotagging
Strategic
Analytics
What We Never Really Knew Before (US/Canada)
                            27% of our users are under 18.
                                            
                                   We often 59% are female.
                                 believe a lot
                                   29% are college students.
                                   that isn’t
                   5% are professors and 6% are teachers.
                                      true.
   On any given day, 35% of our users are there for the very
                                                   first time!
     Only 29% found the databases via the library website.
 59% found what they were looking for on their first search.
               72% trusted our content more than Google.
                                 But, 81% still use Google.
2010 Eduventures Research on Investments
 58% of instructors believe that technology in courses positively impacts student engagement.
 71% of instructors that rated student engagement levels as “high” as a result of using technology
  in courses.
 71% of students who are employed full-time and 77% of students who are employed part-time
  prefer more technology-based tools in the classroom.
 79% of instructors and 86 percent of students have seen the average level of engagement improve
  over the last year as they have increased their use of digital educational tools.
 87% of students believe online libraries and databases have had the most significant impact on
  their overall learning.
 62% identify blogs, wikis, and other online authoring tools while 59% identify YouTube and
  recorded lectures.
 E-books and e-textbooks impact overall learning among 50% of students surveyed, while 42% of
  students identify online portals.
 44% of instructors believe that online libraries and databases will have the greatest impact on
  student engagement.
 32% of instructors identify e-textbooks and 30% identify interactive homework solutions as having
  the potential to improve engagement and learning outcomes. (e-readers was 11%)
 49% of students believe that online libraries and databases will have the greatest impact on
  student engagement.
 Students are more optimistic about the potential for technology.
What do we need to know?

 How do library databases and virtual services
  compare with other web experiences?
 Who are our core virtual users? Are there gaps?
 Does learning happen? How about discovery?
 What are user expectations for true satisfaction?
 How does library search compare to consumer
  search like Google and retail or government?
 How do people find and connect with library virtual
  services?
 Are end users being successful from their POV?
 Are they happy? Will they come back? Tell a friend?
So how must library
 strategies change?
Strategic Challenges for Reference and
             Research Work
         in the Coming Decade
The BASICS

   Data
   Information
   Knowledge
   Wisdom NOT
   Behavior
Death of Reference

   Who
   What
   Where
   When
   Why
   How
How & Why Questions

 Now that’s research
 The interview is more involved
 Transformational not Transactional
 Expertise counts
 The position and reputation of the delivery
  professional is key
 Expertise is shared mutually
 Groups and patterns matter
What does all this mean?

 The Article level universe
 The Chapter and Paragraph Universe
 Integrated with Visuals – graphics and charts
 Integrated with ‘video’
 Integrated with Sound and Speech
 Integrated with social web
 Integrated with interaction and not just
  interactivity
 How would you enhance a book?
What Strategies Should Change?

1.   Evidence-based Reference Strategies
2.   Experience-based Portals: The New Commons
3.   Personal Service on Steroids
4.   Quality Strategies: Consumer vs. Professional
     Search
5.   Social Networks and Recommendations
6.   Trans-literacy Strategies
7.   HR! People-driven Strategies
8.   Curriculum and Research Agenda
9.   Service and Programs
Recommendations

 Strengthen Your Personal Brand
 Reposition the Library and Librarian separately
 Don’t Tie Yourself directly to Collections or
  Physical Space . . . But access
 Network with Your Users Socially
 Measure, Don’t Count, Analyze
 Engage in partnerships
 Know
 Take Risks
Consider the differences . . .

 Computer Commons
 Mall
 Service Commons
 Information Commons
 Knowledge Commons
 Learning Commons
 Science Commons
 Centre or Central?
 Physical / Virtual Hybrid
   Living in a parallel world
 Serving a hybrid world
 Changing their strategic planning models to add
 more stretch into the environmental
 scans, creative thinking and imagination
 Bringing staff and profession along the curve
 12 steps . . .
 Differential Adoption
 The generations are adopting at much
 different rates and for different purposes
 Boomers are the primary adopters of e-
 reading
 Adult women are a major market for e-
 gaming
 Students are resisting e-textbook adoption
 – for now.
 Tablet adoption (ownership)
  End of CD and DVD
 More e-Book and e-content formats
 Dealing with new potential walled gardens
  for e-content (app stores, e-formats, single
  device stuff, etc.)
 Mobility and smartphones and tablets
 This is an evolution not a revolution
 The REAL revolution was the Internet and the Web.
 The hybrid ecology is winning in the near term for
 operating systems and content formats.
 This is good since competition drives innovation.
 Engage in critical thinking not raw criticism. Be
 constructive.
 Critical thinking is not part of dogma or religious fervor
 or fan boy behavior.
 Blamestorming is a silly response & not strategic
 This is an evolution not a revolution
 Perfectionism will not move us forward at this
 juncture.
 Really understand the digital divide and remove your
 economic and social class blinkers
 Get over library obsession with statistics and
 comprehensiveness.
 Get excellent at real measurements, sampling and
 understanding impact and satisfaction.
 (Analytics, Foresee, Pew)
 This is an evolution not a revolution
 We need to revisit the concept of
 preservation, archives, repositories, and
 conservation.
 Check out new publishing models like
 Flipboard.
 Watch for emerging book enhancements and
 other features that will challenge library
 metadata, selection policies, and collection
 development.
Smelly     Or
Yellow     Sex
Liquid   Appeal?
There are no knights on horses
in technology. Don’t hide!
Stephen Abram, MLS, FSLA
VP strategic partnerships and markets
               Cengage Learning (Gale)
                     Cel: 416-669-4855
        stephen.abram@cengage.com
              Stephen’s Lighthouse Blog
       http://stephenslighthouse.com
 Facebook, Pinterest: Stephen Abram
      LinkedIn / Plaxo: Stephen Abram
                     Twitter: @sabram
           SlideShare: StephenAbram1

Web2.012 speech

  • 1.
    Strategic Priorities inLibraries: Focus on the Transformations Stephen Abram, MLS Web 2.012 Oct. 3, 2012
  • 2.
    Change These slides areavailable at Stephen’s Lighthouse blog
  • 3.
    We Only GetSo Many Once-in-a-Lifetime Chances To Do Great Things
  • 4.
    News Flash “The Internetand technology have now progressed to their infancy”
  • 8.
    So how mustlibrary strategies change?
  • 9.
    Conclusions Up Front 1.Prioritize Programs not Collections 2. Drive ‘Reference’ with Data and Know Your Top Questions 3. Balance of Physical and Virtual 4. Invest Time in Demographics and Analytics 5. Put Technological Tools in Context . . . As tools 6. Build Recreational Reading Away From Effort and Get Real About the eBook Issue 7. Homework: Deal With It 8. Transliteracy is a Key Opportunity 9. Partnerships are about everything
  • 10.
    Specific Challenges 1. SettingPriorities and Making Sacrifices 2. Innovation Culture, Pilots and Diffusion 3. Program Hiatuses 4. Backroom and Front Room Balance 5. Alignment with Goals 6. Measuring the Right Stuff 7. Organizational Structure and Governance 8. Investing in HR Development & Cross-training 9. Sacred Cows (desks, books, …) 10. Promotion, Marketing, Communication, Advocacy
  • 11.
  • 12.
  • 13.
    What is anEXPERIENCE? What is a library experience? What differentiates a library experience from a transaction? What differentiates libraries from Google/Bing?
  • 14.
  • 15.
    Why do peopleask questions? Is your library experience conceptually organized around answers and programs? Or collections, technology and buildings?
  • 16.
    Why do peopleask questions?  Who, What, When, Where  How & Why  Data – Information – Knowledge - Behavior  To Learn or to Know  To Acquire Information, Clarify, Tune  To Decide, to Solve, to Choose, to Delay  To Interview, Delve, Interact, Progress  To Entertain or Socialize  To Reduce Fear  To Help, Aid, Cure, Be a Friend  To Win A Bet
  • 17.
    What are yourtop 10-20 questions? What is the service portfolio model that goes with those?
  • 18.
    The Baker’s Dozen:Sample Top 13 1. Health and Wellness / Community Health / Nutrition / Diet / Recovery 2. DIY Do It Yourself Activities and Car Repair 3. Genealogy 4. Test prep (SAT, ACT, occupational tests, etc. etc.) 5. Legal Questions (including family law, divorce, adoption, etc) 6. Hobbies, Games and Gardening 7. Local History 8. Consumer reviews (Choosing a car, appliance, etc.) 9. Homework Help (grade school) 10. Technology Skills (software, hardware, web) 11. Government Programs, Services and Taxation 12. Self-help/personal development 13. Careers (jobs, counselling, etc.) 14. Readers Advisory was 14th
  • 19.
    Top 12 PatronHobbies Recreational Reading Cooking & Recipes Computers Movies & Film Exercise, Cycling & Walking Traveling, Tourism & Vacations Top Hobbies? Music Top Homework Questions? Pets Top Travel Destinations? Gardening What do you know? Television Shows Arts & Crafts Knitting & Needlecrafts 0 10 20 30 40 50 60 70
  • 20.
    Seth Godin onDecisions (June 8, 2011) o Which of these are getting in the way? o You don't know what to do o You don't know how to do it o You don't have the authority or the resources to do it o You're afraid o You believe that money matters most o Once you figure out what's getting in the way, it's far easier to find the answer (or decide to work on a different problem). o Stuck is a state of mind, and it's curable.
  • 21.
    What Are LibrariesReally For? • Community • Learning • Discovery • Progress • Research (Applied and Theoretical) • Cultural & Knowledge Custody • Economic Impact
  • 22.
    What Are Libraries’Strategies? • Answer Questions • Train & Educate People • Align with curriculum standards • Align with Research Agenda • Improve the community from a social AND economic point of view
  • 23.
    What Are LibrariansFor? • Expertise • Relationships • Transformation • Service (not servant) • Vision • Leadership • Economic Impact
  • 24.
    Questions for LibrariesToday: 1. Are our priorities right? 2. Are learning, research, discovery changing materially and what is actually changing? 3. What is the foundation of future library success . . . Books? Meh… 4. What is the role for librarians in the real future (that is not an extension of the past)?
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
    Let’s chat What isa meal in library end-user or education and learning terms?  Books versus Reading  Library or Lesson level  Niche marketing – undergrads, faculty, PhDs?  How does the user change? Transform over time?
  • 35.
    Chefs, counsellors, teachers,magicians Librarians play a vital role in building the critical connections between information , knowledge and learning.
  • 36.
    Service Metaphor o Cafeterias oTake Out o Private Dining Rooms o Private Chefs o Variety
  • 37.
    Programs What are thecomponents of a program focus? What lifts libraries beyond the foundation?
  • 38.
  • 39.
  • 41.
    Trans-Literacy: Move beyondreading & PC skills  Reading literacy  News literacy  Numeracy  Technology literacy  Critical literacy  Information literacy  Social literacy  Media literacy  Computer literacy  Adaptive literacy  Web literacy  Research literacy  Content literacy  Academic literacy  Written literacy  Reputation, Etc.
  • 43.
  • 47.
    The nasty facts about Google & Bing and consumer search: SEO / SMO Content Farms Advertiser-driven Geotagging
  • 48.
  • 50.
    What We NeverReally Knew Before (US/Canada)  27% of our users are under 18.  We often 59% are female.  believe a lot 29% are college students. that isn’t  5% are professors and 6% are teachers. true.  On any given day, 35% of our users are there for the very first time!  Only 29% found the databases via the library website.  59% found what they were looking for on their first search.  72% trusted our content more than Google.  But, 81% still use Google.
  • 51.
    2010 Eduventures Researchon Investments  58% of instructors believe that technology in courses positively impacts student engagement.  71% of instructors that rated student engagement levels as “high” as a result of using technology in courses.  71% of students who are employed full-time and 77% of students who are employed part-time prefer more technology-based tools in the classroom.  79% of instructors and 86 percent of students have seen the average level of engagement improve over the last year as they have increased their use of digital educational tools.  87% of students believe online libraries and databases have had the most significant impact on their overall learning.  62% identify blogs, wikis, and other online authoring tools while 59% identify YouTube and recorded lectures.  E-books and e-textbooks impact overall learning among 50% of students surveyed, while 42% of students identify online portals.  44% of instructors believe that online libraries and databases will have the greatest impact on student engagement.  32% of instructors identify e-textbooks and 30% identify interactive homework solutions as having the potential to improve engagement and learning outcomes. (e-readers was 11%)  49% of students believe that online libraries and databases will have the greatest impact on student engagement.  Students are more optimistic about the potential for technology.
  • 53.
    What do weneed to know?  How do library databases and virtual services compare with other web experiences?  Who are our core virtual users? Are there gaps?  Does learning happen? How about discovery?  What are user expectations for true satisfaction?  How does library search compare to consumer search like Google and retail or government?  How do people find and connect with library virtual services?  Are end users being successful from their POV?  Are they happy? Will they come back? Tell a friend?
  • 54.
    So how mustlibrary strategies change?
  • 56.
    Strategic Challenges forReference and Research Work in the Coming Decade
  • 57.
    The BASICS  Data  Information  Knowledge  Wisdom NOT  Behavior
  • 58.
    Death of Reference  Who  What  Where  When  Why  How
  • 59.
    How & WhyQuestions  Now that’s research  The interview is more involved  Transformational not Transactional  Expertise counts  The position and reputation of the delivery professional is key  Expertise is shared mutually  Groups and patterns matter
  • 60.
    What does allthis mean?  The Article level universe  The Chapter and Paragraph Universe  Integrated with Visuals – graphics and charts  Integrated with ‘video’  Integrated with Sound and Speech  Integrated with social web  Integrated with interaction and not just interactivity  How would you enhance a book?
  • 61.
    What Strategies ShouldChange? 1. Evidence-based Reference Strategies 2. Experience-based Portals: The New Commons 3. Personal Service on Steroids 4. Quality Strategies: Consumer vs. Professional Search 5. Social Networks and Recommendations 6. Trans-literacy Strategies 7. HR! People-driven Strategies 8. Curriculum and Research Agenda 9. Service and Programs
  • 62.
    Recommendations  Strengthen YourPersonal Brand  Reposition the Library and Librarian separately  Don’t Tie Yourself directly to Collections or Physical Space . . . But access  Network with Your Users Socially  Measure, Don’t Count, Analyze  Engage in partnerships  Know  Take Risks
  • 63.
    Consider the differences. . .  Computer Commons  Mall  Service Commons  Information Commons  Knowledge Commons  Learning Commons  Science Commons  Centre or Central?  Physical / Virtual Hybrid
  • 65.
    Living in a parallel world  Serving a hybrid world  Changing their strategic planning models to add more stretch into the environmental scans, creative thinking and imagination  Bringing staff and profession along the curve  12 steps . . .
  • 66.
     Differential Adoption The generations are adopting at much different rates and for different purposes  Boomers are the primary adopters of e- reading  Adult women are a major market for e- gaming  Students are resisting e-textbook adoption – for now.  Tablet adoption (ownership)
  • 67.
     Endof CD and DVD  More e-Book and e-content formats  Dealing with new potential walled gardens for e-content (app stores, e-formats, single device stuff, etc.)  Mobility and smartphones and tablets
  • 68.
     This isan evolution not a revolution  The REAL revolution was the Internet and the Web.  The hybrid ecology is winning in the near term for operating systems and content formats.  This is good since competition drives innovation.  Engage in critical thinking not raw criticism. Be constructive.  Critical thinking is not part of dogma or religious fervor or fan boy behavior.  Blamestorming is a silly response & not strategic
  • 69.
     This isan evolution not a revolution  Perfectionism will not move us forward at this juncture.  Really understand the digital divide and remove your economic and social class blinkers  Get over library obsession with statistics and comprehensiveness.  Get excellent at real measurements, sampling and understanding impact and satisfaction. (Analytics, Foresee, Pew)
  • 70.
     This isan evolution not a revolution  We need to revisit the concept of preservation, archives, repositories, and conservation.  Check out new publishing models like Flipboard.  Watch for emerging book enhancements and other features that will challenge library metadata, selection policies, and collection development.
  • 72.
    Smelly Or Yellow Sex Liquid Appeal?
  • 74.
    There are noknights on horses in technology. Don’t hide!
  • 76.
    Stephen Abram, MLS,FSLA VP strategic partnerships and markets Cengage Learning (Gale) Cel: 416-669-4855 stephen.abram@cengage.com Stephen’s Lighthouse Blog http://stephenslighthouse.com Facebook, Pinterest: Stephen Abram LinkedIn / Plaxo: Stephen Abram Twitter: @sabram SlideShare: StephenAbram1