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Rethinking Our Jobs

       Karen Calhoun
       Prepared for Library Staff Day
       Duquesne University
       January 3, 2012




January 2012             Duquesne Gumberg Library   1
Overview

  The traditional service model for
   academic libraries is broken
  Change is necessary if the library is to
   continue to be relevant and funded
  Changes that have been successful at
   other academic libraries
  A process for enabling change in library
   services and jobs

January 2012     Duquesne Gumberg Library     2
http://www.educationadvisoryboard.com/pdf/23634-EAB-
               Redefining-the-Academic-Library.pdf




January 2012                    Duquesne Gumberg Library              3
“They come and go and draw
The Well        from the well”



                           •The Library as a center
                           of collections

                           •The Library as a center
                           of experts and tools to
                           guide users to
                           appropriate resources



January 2012      Duquesne Gumberg Library            4
The Way We Worked
  Books
  Journals
  Newspapers
  Gov docs
  Maps
  Scores
  AV
  Dissertations    Library catalogs

  Special
  collections
  Manuscripts
  Papers
  Univ records
                  Special Coll/Archives

 Journal
  articles
 Conference
  proceedings
 Etc.
                   Abstracting &
                   Indexing services

January 2012            Duquesne Gumberg Library   5
The Way We Worked
  Books
  Journals
  Newspapers
  Gov docs
  Maps
  Scores
  AV
  Dissertations    Library catalogs

  Special
  collections
  Manuscripts
  Papers
  Univ records
                  Special Coll/Archives

 Journal
  articles
 Conference
  proceedings
 Etc.
                   Abstracting &
                   Indexing services

January 2012            Duquesne Gumberg Library   6
Where Do You Begin a Search for
Information on a Topic? (2005)
                                   Starting an Information Search

             100                        89
              80
   Percent




              60
              40
              20
                                                                                    2
               0
                                 Search engine                              Library Web site
                                                  Where Search Begins

                   College Students’ Perceptions of Libraries and Information Resources: a Report
                   to the OCLC Membership: http://www.oclc.org/reports/perceptionscollege.htm


 January 2012                                 Duquesne Gumberg Library                              7
Where does search begin? (2009-)




      Slide from EAB report p. 11



 January 2012                  Duquesne Gumberg Library   8
Print Collections Rarely Used




  EAB Report p. 49

 January 2012        Duquesne Gumberg Library   9
The Catalog in Context

 •Online catalogs
 represent one node in
 the student’s and
 scholar’s information
 universe
 •As information
 systems, catalogs are
 hard to use
       http://www.loc.gov/catdir/calhoun-report-final.pdf
       Calhoun, Karen. 2006. The changing nature of the catalog and its
       integration with other discovery tools.

 January 2012                  Duquesne Gumberg Library                   10
An Eroding Role for Library-Created Metadata:
2003-2009




  Schonfeld, Roger C., and Ross Housewright. 2010. Faculty survey 2009 :key strategic insights
  for libraries, publishers, and societies. [United States]: Ithaka S + R, p. 5
  Available: http://www.ithaka.org/ithaka-s-r/research/faculty-surveys-2000-2009/faculty-survey-2009
 January 2012                             Duquesne Gumberg Library                                     11
Median Circulation and Reference Transactions in ARL
Libraries 1991-2008, With Five Year Forecast

 400000


 350000


 300000


 250000

                                                Circulation
 200000                                         Reference Transactions
                                                Linear (Circulation)
 150000                                         Linear (Reference Transactions)


 100000


  50000


     0                           Data source: ARL Statistics 2007-2008
                                 http://www.arl.org/bm~doc/arlstat08.pdf

 January 2012        Duquesne Gumberg Library                                     12
Circulation and reference trends at
Duquesne




 January 2012     Duquesne Gumberg Library   13
What Did Users Say They Want? (2002)


  •Faculty and students do more work
  and study away from campus                               Do you use electronic sources all of the time,
                                                          most of the time, some of the time, or none of the
  •Loyal to the library, but library is                                        time?
  only one element in complex
  information structure                                  60%
                                                         50%
  •Print still important, but almost                     40%




                                               Percent
                                                                                                          Faculty/Graduate
  half of undergraduates say they rely                   30%
                                                                                                          Undergrad
  exclusively or almost exclusively on                   20%
                                                         10%
  electronic materials                                    0%
  •Seamless linking from one                                     All of the   Some of the   None of the
                                                               time/most of      time          time
  information object to another is                                the time
  expected                                                                    Responses

  •Fast forward to 2012: these
  trends many times stronger!
                                          http://www.clir.org/PUBS/reports/pub110/contents.html


 January 2012                       Duquesne Gumberg Library                                                          14
Expenditure on E-Resources: 2008
ARL Average




 January 2012   Duquesne Gumberg Library   15
Networked E-Resources at Cornell (2005)

   About 10% of the collection
   36% of the materials budget (2005)
   About 50% of the use




 January 2012    Duquesne Gumberg Library   16
Size and Usage of Physical and E-Resources at
Duquesne (2007-2011)


 Volumes         710,571 700,245 715,518 721,569 728,587
 Circulation
 of Materials
                 84,945     83,077         81,154       77,544   73,265


  E-Journal
  Titles
                  30,525     30,980          31,060     77,747   87,441

 E-Articles
 Accessed       1,049,728   1,287,560 2,109,457 4,853,275 4,164,211




 January 2012                Duquesne Gumberg Library                 17
Some recent news items: Higher education
funding declines are long-term issues
 The Washington Post, December 22, 2011.
 Guest post: 8 thoughts on higher education in 2012:
 “Many of our current challenges are long-term and will,
 if anything, become more serious”—
 • Funding cuts
 • Practical cap on tuition hikes

 Pittsburgh Post-Gazette, December 17, 2011.
 “Duquesne University has offered voluntary buyouts to
 nearly a fifth of its faculty and staff in the face of expected
 revenue declines from decreasing enrollment.”
 There is ample reason to expect HE funding shortfalls
         to affect library budgets unfavorably.
 January 2012            Duquesne Gumberg Library                  18
Change is necessary
     Less money to support the library
     Search starts elsewhere; many substitutes for
      what the library offers
     Of what does get used:
          Seemingly unquenchable demand for e-resources
          Physical collections rarely used
          Use of traditional collection-based services in
           decline (the catalog, reference services)
     Traditional academic library service model is
      less relevant every day and has a dim future

 January 2012             Duquesne Gumberg Library           19
Meanwhile …

  People are still doing the jobs called for
   by the traditional service model
  The service model needs to change
  The jobs need to change




January 2012      Duquesne Gumberg Library      20
At the Crossroads

                                               Alice:
                                               'Would you tell me,
                                               please, which way I
                                               ought to go from
                                               here?‘

                                               'That depends a
                                               good deal on where
                                               you want to get to,'
                                               said the Cat.


       Illustration: John Tenniel, Alice in Wonderland. Public domain.
 January 2012                   Duquesne Gumberg Library                 21
Net Geners and Library Services: A
Disconnect
      They like                                           We offer
           Multimedia                                         Text-based
            environments                                        environments
           Figuring things out for                            Systems that require
            themselves                                          prior understanding (or
           Working in groups                                   librarian help)
           Multitasking                                       Services for individual
           Learning directly                                   use
            related to courses                                 Focus, logical
                                                                sequence
                                                               Catalogs, databases,
 Joan Lippincott, Coalition for Networked Information. In       subject guides and
 Educating the Net Generation
                                                                pathfinders
 January 2012                          Duquesne Gumberg Library                           22
Michael Habib’s Library 2.0




                       “Academic Library 2.0 Concept Model,” p. 35.
      http://www.flickr.com/photos/habibmi/318027173/in/set-72157594247454511


 January 2012                        Duquesne Gumberg Library                   23
A multidimensional framework for academic support: a final report submitted to the
       Mellon Foundation from the University of Minnesota Libraries, June 2006, p. 47.
       http://www.lib.umn.edu/about/mellon/docs.phtml

January 2012                          Duquesne Gumberg Library                              24
Everywhere, the library: Reaching out with
its people AND its data

               Library as Place                              Place as Library




   Gumberg Library
   Photo: Public domain

January 2012                      Duquesne Gumberg Library                      25
Exposing Your Collections Where Your Users
Live and Work on the Web




                Find in a library




 January 2012                 Duquesne Gumberg Library   26
Linking systems together to increase
discoverability and use




 January 2012     Duquesne Gumberg Library   27
A New Kind of Library

      Build a vision of a new
       kind of library
      Be more involved with
       research and learning
       materials and systems
      Be more engaged with
       campus communities
      Make library collections
       and librarians more visible
      Move to next generation
       systems and services
                                             Embedding the library in the
                                               knowledge community

 January 2012               Duquesne Gumberg Library                        28
Changes that have been successful
elsewhere
  Library space redesign
  Liaison librarian model (the “embedded
   librarian”)
  Streamlining operations
       Combining public service points
       Technical services workflow redesign

    Collaboration and partnerships


 January 2012         Duquesne Gumberg Library   29
Library Space Redesign




 EAB report p. 48
 January 2012       Duquesne Gumberg Library   30
“Box of books” to “learning commons”




    EAB report p. 63

 January 2012          Duquesne Gumberg Library   31
Liaison librarian model




  EAB report p. 66
 January 2012        Duquesne Gumberg Library   32
Position Description Framework




            http://www.arl.org/bm~doc/rli-265-williams.pdf

 January 2012                    Duquesne Gumberg Library    33
EAB report p. 71
January 2012       Duquesne Gumberg Library   34
EAB report p. 75

January 2012           Duquesne Gumberg Library   35
Streamlining operations




 EAB report p. 67
 January 2012       Duquesne Gumberg Library   36
Some Technical Services Workflow
Redesign Principles
      Look at the whole process (e.g., selection to ordering
       to receipt to cataloging to shelf-ready)
      To the greatest extent possible, handle items and
       records only once
      Capture bibliographic data as far upstream as possible
       (at point of selection/ordering if you can)
      Perform work where it makes the most sense
      Maximize acquisitions/cataloging collaboration
      Maximize use of support staff and students
      Wholly manual processes do not scale; integrate
       automated and manual operations


 January 2012            Duquesne Gumberg Library           37
Collaboration and Consolidating
Systems

                 Orbis Cascade: 37 academic libraries in
                 Oregon, Washington and Idaho
                 Strategies:
                 • Combined collections
                 • Shared library system, shared discovery
                    system
                 • Cooperative collection development
                 • Collaborative technical services
                 • Combined digital archives
                 • Shared expertise
                 • Professional development




 January 2012   Duquesne Gumberg Library                     38
Cooperatively Managing Print Collections




    EAB report p. 59
 January 2012          Duquesne Gumberg Library   39
A Process for Enabling Change

   Inclusive planning process
   Design team
   Environmental scan
   Stakeholder analysis
   Recommendations
   Review; build support
   Implement


 January 2012     Duquesne Gumberg Library   40
What is a design team and what do
they do?
  •    A group of people responsible for translating a vision into
       operational (actionable) terms
                •   They articulate a clear picture of a desired future state – what it is
                    really going to look like – by providing a blueprint for the organization
  •    Members are selected for their expertise, ability to influence
       and work with others, knowledge of the organization and its
       processes
  •    Concerned with (1) getting from ideas to actual, specific
       activities and (2) questions like:
                      •   What new services should be delivered?
                      •   What will changed processes look like?
                      •   What will our new organizational structures look like?
                      •   How will technology be used?
                      •   What roles or responsibilities with people have?
                      •   How will people relate to the communities that we serve?




 January 2012                             Duquesne Gumberg Library                          41
A process for developing strategic
recommendations
  1. Review your long range plan, vision, mission
  2. Consider: What are the most important problems to be solved or barriers
     to be removed at your library?
  3. Conduct environmental scan – what are your peers doing? What is the
     current professional thinking? What are best practices?
  4. Review any local constraints or ‘givens’
  5. Conduct a stakeholder analysis
  6. Conduct something like a “Future Search” conference
  7. Define an ideal future state by asking (for example):
                   What new or changed services need to be provided?
                   What should renovated spaces look like?
                   What will new or changed organizational structures look like?
                   What types of key roles or responsibilities will people have?
                   How will people relate to the communities that the library serves?
                   What new or changed technologies will be used?
  8.     Re-evaluate constraints, givens, stakeholder analysis
  9.     Recommend strategic actions for making progress toward the ideal
         future state in operational, executable terms
Throughout the process: COMMUNICATE COMMUNICATE COMMUNICATE
 January 2012                               Duquesne Gumberg Library                     42
To get started, consider a possible
scenario, for example:
  What would you do if the library was
   asked to reduce staffing levels by 20% in
   two years?
  In four years?




 January 2012    Duquesne Gumberg Library      43
Thank You!

     Karen Calhoun
     AUL Organizational Development and
      Strategic Initiatives
     ULS, University of Pittsburgh
     ksc34@pitt.edu




January 2012       Duquesne Gumberg Library   44

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Rethinking Our Jobs: Toward a New Kind of Academic Library

  • 1. Rethinking Our Jobs Karen Calhoun Prepared for Library Staff Day Duquesne University January 3, 2012 January 2012 Duquesne Gumberg Library 1
  • 2. Overview  The traditional service model for academic libraries is broken  Change is necessary if the library is to continue to be relevant and funded  Changes that have been successful at other academic libraries  A process for enabling change in library services and jobs January 2012 Duquesne Gumberg Library 2
  • 3. http://www.educationadvisoryboard.com/pdf/23634-EAB- Redefining-the-Academic-Library.pdf January 2012 Duquesne Gumberg Library 3
  • 4. “They come and go and draw The Well from the well” •The Library as a center of collections •The Library as a center of experts and tools to guide users to appropriate resources January 2012 Duquesne Gumberg Library 4
  • 5. The Way We Worked Books Journals Newspapers Gov docs Maps Scores AV Dissertations Library catalogs Special collections Manuscripts Papers Univ records Special Coll/Archives Journal articles Conference proceedings Etc. Abstracting & Indexing services January 2012 Duquesne Gumberg Library 5
  • 6. The Way We Worked Books Journals Newspapers Gov docs Maps Scores AV Dissertations Library catalogs Special collections Manuscripts Papers Univ records Special Coll/Archives Journal articles Conference proceedings Etc. Abstracting & Indexing services January 2012 Duquesne Gumberg Library 6
  • 7. Where Do You Begin a Search for Information on a Topic? (2005) Starting an Information Search 100 89 80 Percent 60 40 20 2 0 Search engine Library Web site Where Search Begins College Students’ Perceptions of Libraries and Information Resources: a Report to the OCLC Membership: http://www.oclc.org/reports/perceptionscollege.htm January 2012 Duquesne Gumberg Library 7
  • 8. Where does search begin? (2009-) Slide from EAB report p. 11 January 2012 Duquesne Gumberg Library 8
  • 9. Print Collections Rarely Used EAB Report p. 49 January 2012 Duquesne Gumberg Library 9
  • 10. The Catalog in Context •Online catalogs represent one node in the student’s and scholar’s information universe •As information systems, catalogs are hard to use http://www.loc.gov/catdir/calhoun-report-final.pdf Calhoun, Karen. 2006. The changing nature of the catalog and its integration with other discovery tools. January 2012 Duquesne Gumberg Library 10
  • 11. An Eroding Role for Library-Created Metadata: 2003-2009 Schonfeld, Roger C., and Ross Housewright. 2010. Faculty survey 2009 :key strategic insights for libraries, publishers, and societies. [United States]: Ithaka S + R, p. 5 Available: http://www.ithaka.org/ithaka-s-r/research/faculty-surveys-2000-2009/faculty-survey-2009 January 2012 Duquesne Gumberg Library 11
  • 12. Median Circulation and Reference Transactions in ARL Libraries 1991-2008, With Five Year Forecast 400000 350000 300000 250000 Circulation 200000 Reference Transactions Linear (Circulation) 150000 Linear (Reference Transactions) 100000 50000 0 Data source: ARL Statistics 2007-2008 http://www.arl.org/bm~doc/arlstat08.pdf January 2012 Duquesne Gumberg Library 12
  • 13. Circulation and reference trends at Duquesne January 2012 Duquesne Gumberg Library 13
  • 14. What Did Users Say They Want? (2002) •Faculty and students do more work and study away from campus Do you use electronic sources all of the time, most of the time, some of the time, or none of the •Loyal to the library, but library is time? only one element in complex information structure 60% 50% •Print still important, but almost 40% Percent Faculty/Graduate half of undergraduates say they rely 30% Undergrad exclusively or almost exclusively on 20% 10% electronic materials 0% •Seamless linking from one All of the Some of the None of the time/most of time time information object to another is the time expected Responses •Fast forward to 2012: these trends many times stronger! http://www.clir.org/PUBS/reports/pub110/contents.html January 2012 Duquesne Gumberg Library 14
  • 15. Expenditure on E-Resources: 2008 ARL Average January 2012 Duquesne Gumberg Library 15
  • 16. Networked E-Resources at Cornell (2005)  About 10% of the collection  36% of the materials budget (2005)  About 50% of the use January 2012 Duquesne Gumberg Library 16
  • 17. Size and Usage of Physical and E-Resources at Duquesne (2007-2011) Volumes 710,571 700,245 715,518 721,569 728,587 Circulation of Materials 84,945 83,077 81,154 77,544 73,265 E-Journal Titles 30,525 30,980 31,060 77,747 87,441 E-Articles Accessed 1,049,728 1,287,560 2,109,457 4,853,275 4,164,211 January 2012 Duquesne Gumberg Library 17
  • 18. Some recent news items: Higher education funding declines are long-term issues The Washington Post, December 22, 2011. Guest post: 8 thoughts on higher education in 2012: “Many of our current challenges are long-term and will, if anything, become more serious”— • Funding cuts • Practical cap on tuition hikes Pittsburgh Post-Gazette, December 17, 2011. “Duquesne University has offered voluntary buyouts to nearly a fifth of its faculty and staff in the face of expected revenue declines from decreasing enrollment.” There is ample reason to expect HE funding shortfalls to affect library budgets unfavorably. January 2012 Duquesne Gumberg Library 18
  • 19. Change is necessary  Less money to support the library  Search starts elsewhere; many substitutes for what the library offers  Of what does get used:  Seemingly unquenchable demand for e-resources  Physical collections rarely used  Use of traditional collection-based services in decline (the catalog, reference services)  Traditional academic library service model is less relevant every day and has a dim future January 2012 Duquesne Gumberg Library 19
  • 20. Meanwhile …  People are still doing the jobs called for by the traditional service model  The service model needs to change  The jobs need to change January 2012 Duquesne Gumberg Library 20
  • 21. At the Crossroads Alice: 'Would you tell me, please, which way I ought to go from here?‘ 'That depends a good deal on where you want to get to,' said the Cat. Illustration: John Tenniel, Alice in Wonderland. Public domain. January 2012 Duquesne Gumberg Library 21
  • 22. Net Geners and Library Services: A Disconnect  They like  We offer  Multimedia  Text-based environments environments  Figuring things out for  Systems that require themselves prior understanding (or  Working in groups librarian help)  Multitasking  Services for individual  Learning directly use related to courses  Focus, logical sequence  Catalogs, databases, Joan Lippincott, Coalition for Networked Information. In subject guides and Educating the Net Generation pathfinders January 2012 Duquesne Gumberg Library 22
  • 23. Michael Habib’s Library 2.0 “Academic Library 2.0 Concept Model,” p. 35. http://www.flickr.com/photos/habibmi/318027173/in/set-72157594247454511 January 2012 Duquesne Gumberg Library 23
  • 24. A multidimensional framework for academic support: a final report submitted to the Mellon Foundation from the University of Minnesota Libraries, June 2006, p. 47. http://www.lib.umn.edu/about/mellon/docs.phtml January 2012 Duquesne Gumberg Library 24
  • 25. Everywhere, the library: Reaching out with its people AND its data Library as Place Place as Library Gumberg Library Photo: Public domain January 2012 Duquesne Gumberg Library 25
  • 26. Exposing Your Collections Where Your Users Live and Work on the Web Find in a library January 2012 Duquesne Gumberg Library 26
  • 27. Linking systems together to increase discoverability and use January 2012 Duquesne Gumberg Library 27
  • 28. A New Kind of Library  Build a vision of a new kind of library  Be more involved with research and learning materials and systems  Be more engaged with campus communities  Make library collections and librarians more visible  Move to next generation systems and services Embedding the library in the knowledge community January 2012 Duquesne Gumberg Library 28
  • 29. Changes that have been successful elsewhere  Library space redesign  Liaison librarian model (the “embedded librarian”)  Streamlining operations  Combining public service points  Technical services workflow redesign  Collaboration and partnerships January 2012 Duquesne Gumberg Library 29
  • 30. Library Space Redesign EAB report p. 48 January 2012 Duquesne Gumberg Library 30
  • 31. “Box of books” to “learning commons” EAB report p. 63 January 2012 Duquesne Gumberg Library 31
  • 32. Liaison librarian model EAB report p. 66 January 2012 Duquesne Gumberg Library 32
  • 33. Position Description Framework http://www.arl.org/bm~doc/rli-265-williams.pdf January 2012 Duquesne Gumberg Library 33
  • 34. EAB report p. 71 January 2012 Duquesne Gumberg Library 34
  • 35. EAB report p. 75 January 2012 Duquesne Gumberg Library 35
  • 36. Streamlining operations EAB report p. 67 January 2012 Duquesne Gumberg Library 36
  • 37. Some Technical Services Workflow Redesign Principles  Look at the whole process (e.g., selection to ordering to receipt to cataloging to shelf-ready)  To the greatest extent possible, handle items and records only once  Capture bibliographic data as far upstream as possible (at point of selection/ordering if you can)  Perform work where it makes the most sense  Maximize acquisitions/cataloging collaboration  Maximize use of support staff and students  Wholly manual processes do not scale; integrate automated and manual operations January 2012 Duquesne Gumberg Library 37
  • 38. Collaboration and Consolidating Systems Orbis Cascade: 37 academic libraries in Oregon, Washington and Idaho Strategies: • Combined collections • Shared library system, shared discovery system • Cooperative collection development • Collaborative technical services • Combined digital archives • Shared expertise • Professional development January 2012 Duquesne Gumberg Library 38
  • 39. Cooperatively Managing Print Collections EAB report p. 59 January 2012 Duquesne Gumberg Library 39
  • 40. A Process for Enabling Change  Inclusive planning process  Design team  Environmental scan  Stakeholder analysis  Recommendations  Review; build support  Implement January 2012 Duquesne Gumberg Library 40
  • 41. What is a design team and what do they do? • A group of people responsible for translating a vision into operational (actionable) terms • They articulate a clear picture of a desired future state – what it is really going to look like – by providing a blueprint for the organization • Members are selected for their expertise, ability to influence and work with others, knowledge of the organization and its processes • Concerned with (1) getting from ideas to actual, specific activities and (2) questions like: • What new services should be delivered? • What will changed processes look like? • What will our new organizational structures look like? • How will technology be used? • What roles or responsibilities with people have? • How will people relate to the communities that we serve? January 2012 Duquesne Gumberg Library 41
  • 42. A process for developing strategic recommendations 1. Review your long range plan, vision, mission 2. Consider: What are the most important problems to be solved or barriers to be removed at your library? 3. Conduct environmental scan – what are your peers doing? What is the current professional thinking? What are best practices? 4. Review any local constraints or ‘givens’ 5. Conduct a stakeholder analysis 6. Conduct something like a “Future Search” conference 7. Define an ideal future state by asking (for example):  What new or changed services need to be provided?  What should renovated spaces look like?  What will new or changed organizational structures look like?  What types of key roles or responsibilities will people have?  How will people relate to the communities that the library serves?  What new or changed technologies will be used? 8. Re-evaluate constraints, givens, stakeholder analysis 9. Recommend strategic actions for making progress toward the ideal future state in operational, executable terms Throughout the process: COMMUNICATE COMMUNICATE COMMUNICATE January 2012 Duquesne Gumberg Library 42
  • 43. To get started, consider a possible scenario, for example:  What would you do if the library was asked to reduce staffing levels by 20% in two years?  In four years? January 2012 Duquesne Gumberg Library 43
  • 44. Thank You!  Karen Calhoun  AUL Organizational Development and Strategic Initiatives  ULS, University of Pittsburgh  ksc34@pitt.edu January 2012 Duquesne Gumberg Library 44