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Head in the Clouds: Technology in Libraries
                                    Stephen Abram MLS
                  Nevada Library Association Conference
                                            Oct. 4, 2012
The prime directive:
It’s not about technology
This morning . . .

 I want to share a 2020 vision of what
  the world of libraries, information and
  learning should look like.
 I want to point to the 23 puzzle pieces
  that have emerged in the past decade
  that will materially affect our
  opportunity and success.
The Opportunity

 To choose our future and create it, not
  be victims of a juggernaut.
 Let’s not compete with Google, Bing
  and Facebook!
 Let’s complement them based on our
  strengths and their weaknesses.
 The last few times I did this with Roy
  Tennant, Gary Price, etc. we . . .
The Market Weaknesses…

 Or Opportunity holes
 Commercial algorithm
 SEO, SMO
 The Content Spam Industry
 Follow Panda, Penguin, Blekko, etc.
 Ads, sponsored links, …
 Loss of “control”
 Quality versus selection
But first . . .
Some context...
Principles

Access means putting knowledge
anywhere and everywhere
it will be found & used by our customers.
Understand the difference between
physical access and intellectual access
Principles

Collaboration is
- the keystone of Knowledge,
- it requires that we partner with users,
- outcome driven – it’s the way the client uses & shares
- crosses and blurs lines
Principles

Libraries are a Learning Environment
- it learns from itself – the question economy survives
- it absorbs & adapts – product, content and structure
- it provides a learning imperative economic advantage
Principles: Our bread and butter
We deliver the …..So What …
-We understand how and why knowledge fits
-We can explain what it means and contextualize it
-We should know why & how users interact and learn
-We’ve got it
-We can get it
-We know how to deliver it
Principles …..More Bread and Butter
• We have it
• We can deliver it
• We know how to use it
• We can organize it so it fits user’s needs and context
Libraries

•Informing, Learning, Sharing, Discovering, Socializing…
Principles

• Research is one of the pieces but not all of them
• Note that books is a minor (but still critical) piece
• Respect all forms of knowledge
• It takes all of the pieces to complete the puzzle
Principles

So, let’s focus on the experience that is needed not
the one we feel comfortable with the most.
Our goal is to deliver ……….
…an experience in
every strategy
Library Megatrends
Trends Differ by Library
                  Sector
   All will be affected to a greater or lesser
    degree by these trends and the impact will
    be different but all are relevant to:
•   Public Libraries
•   Academic Research Libraries
•   Community College Libraries
•   School Libraries
•   Specialized Libraries
•   Consortia
Content Fragmentation
   Digitization’s real impact – non-fiction
   Format
         Print, ePUB, PDF, Kindle, etc. etc.
         CD, DVD, USB, etc. etc.
         Streaming
         Licenses, Open Access, Creative Commons, etc. etc.
   eBooks
   eJournals
   eContent
   Copyright Issues (NatGeo, Tasini, TPP, ACTA, SOPA, etc.
    etc.)
   Author Lawsuits
   Citation fragmentation
Beyond Text
   Text
   Graphics & Charts
   Formulae
   Pictures
   Maps
   Video
   Audio
   Gamification
   Deep Data Mining
   Sharing – notes, highlights, reviews, opinions,
    corrections, commentary
   Assessments
   Soundtracks
   Etc. etc.
Walled Gardens
   ILS
   CMS
   Cloud(s)
   Device dependencies
   Format dependencies (e.g. Kindle or PDF)
   Amazon
   Apple

   ADVICE . . .
Learning Object Diversification
           and Fragmentation
   Textbooks
   eLearning
   Learning Management Systems & PLEs
   Cohort Learning Environments
   Presentation Systems
   Virtual Conference Environment
   Personal Learning Environments
   Collaboration Software
   MOOCs
End User Fragmentation

 Teens / Post-Millennials
 Millennials
 Other demographics
 Business versus Consumer
 The Device Divide
 Mobility
 Haves and Have-nots
Search Fragmentation
   Consumer Search
   Specialized Search
   Professional Search
   Semantic, Sentiment, Suggestion Search etc.
   Mobile search
   Social search
   Augmented Reality
   SEO
   SMO
   Content Spam
   Geo-location
Technology Fragmentation
   Feature Phones
   Smartphones
   Tablets
   Laptops
   Desktops
   Gaming stations
   Television
   E-Readers
   Internet of Things
   Browsers
The polarization of
discussion




Black and White
Dogmatic vs. Professional
positions on:
eBooks, access, copyright, etc.
Black & White
Recognize key shifts
Academic Research Libraries
   eLearning
   Repositories
   Content Archipelagos
   LibGuides
   Patron-driven acquisitions
   Information Fluency
   Demarcation between Undergrad, Grad and
    Faculty/Staff strategies
   Copyright compliance
   E-Coursepacks and e-Reserves
   Strategic budgeting
   Partnerships
Community College and
          Undergrad
 Information Literacy
 Distance education and eLearning
 Textbooks, Reserves, Coursepacks, e-
  all
 MOOCs
 Mobility
 Collections for new degrees and
  certifications
School Libraries

 Common Core
 21st Century Learning
 Future of the textbook
 Scaffolded Information Literacy / Fluency
 Filters
 Staff and Faculty relationships
 Classroom pages
Specialized Libraries

 Intranets
 MS SharePoint
 Relationship building
 Embedded Librarianship
Public Libraries
   Recommendations (LibraryThing for Libraries,
    BiblioCommons, BookPsychic (Portland (Maine) PL)
   eBook issues and device training
   Community Glue
   Economic Impact
   Patron-driven acquisitions
   Experience Portals
   Programs
   Partnerships
   Education and Learning
   Literacy of all kinds
Consortia: Next Step
           Cooperation
 DPLA
 Library Renewal
 EveryLibrary Advocacy PAC
 OCLC Linked Data
 CULC eBook Project (Canada)
 3M e-books (Penguin, CALIFA, Douglas
  County initiatives)
 Cloud initiatives
So what is the answer?
Where are the real pain points?
Grocery Stores
Grocery Stores
Grocery Stores
Cookbooks, Chefs . . .
Cookbooks, Chefs . .
        .
Meals
What is a library experience?

What differentiates an experience from a transaction?
      What is an EXPERIENCE?
     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 top 23 most transformational bits
23 Transformational Things

1.   RDA (AACR2) and metadata
2.   Linked Data, OCLC WorldCat +
3.   SaaS, IaaS, PaaS
4.   Enhanced eBooks
5.   Amazon Cloud (Prime)
6.   Licensed Databases
7.   Geo-information, Geo-IP
8.   eLearning Systems
23 Transformational Things

9.  Repositories
10. Intranets
11. Mobile (phones, tablets, computing)
12. Patron Data (LMS, ILS, Registries)
13. People Data (FB, LinkedIn, etc.)
14. LibGuides
15. OpenURL
16. Open Access
23 Transformational Things

17. eBooks  & eJournals disaggregation
18. HTML5 and mobile standards
19. Streaming Media & end of formats
20. Embedding
21. Persistent Links
22. Shared A-Z lists (like Summon)
23. Shared Analytics
Analytics
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 in their POV?
   What are the stories of the impact of library experiences?
   Are they happy? Will they come back? Tell a friend?
Techno-Agnosticism
   Browsers: IE, Chrome, Firefox, Safari…
   Devices: Macintosh, PC Desktops & Laptops…
   Mobile: Laptops, Tablets (iPad, Fire, etc.)…
   Mobile: Smartphones (iPhone, Blackberry,
    Android, Windows, etc.)…
   Container: PDF, ePub, .mobi, Kindle, etc.
   Learning Management System: Blackboard,
    WebCT, Angel, D2L, Moodle, Sakai, etc.
   Purchasing (Amazon, B&N, Chegg, Chapters
    Indigo, CengageBrain, Apple Store, University
    Textbook Store, etc.)
Alignment & Scary Players
   If libraries don’t develop it, who will?
     Apple (iTunes, iPhone, App Store, iBooks
      …)
     Bookish, Pottermore, etc.
     Amazon (Prime, Cloud, Kindle…)
     Microsoft (8, Mobile)
     Google (Android, Ads, …)
     Facebook (F8, Apps, Privacy…)
     … LinkedIn, Twitter, Pinterest, etc.
     Blackboard, MOOCs, LMS, etc.
And, this should all be
invisible to the user.
The new
bibliography and
    collection
  development




                     KNOWLEDGE
                       PORTALS
                    KNOWLEDGE,
                      LEARNING,
                   INFORMATION &
                      RESEARCH
                      COMMONS
Small Successes

 TROVE (Australia)
 Bibliocommons
 LibraryThing, BookPsychic
 Google Books and WorldCat
 LibGuides
 Gale’s ed2go
 Cengage’s MindTap
 PowerSearch 2012 Algorithm
Putting our money where ...
   eTextbooks
   GVRL exploded                      Our Principles:
   AccessMyLibrary                    Device Agnostic
   MindTap                            Browser Agnostic
   ed2go                              No Walled Gardens
   In Context
                                       SEO free
   Biography in Context
                                       Ad free
   Opposing Viewpoints
   GREENR                             More Analytics
   Career Transitions
   National Geographic Archive +
   ECCO, NCCO, PQ’s EEBO
The Virtuous Continuum

 Data
 Information
 Knowledge
                   “Information
 NOT WISDOM
                   only becomes
 Behaviour         knowledge
                     through a
                   process called
                     learning”
Short Term Benefits

 Reduce the overhead of the back room
 Increase effectiveness and efficiency
 Reduce effort on strategically
  misaligned activities
 Free up scarce library programmers for
  efforts aligned with goals
 Align effort with vision and strategy
 Invest in staff professional
  development and understanding
Long Term Benefits

 Viable alternative to Google, Bing, and
  Facebook
 Real immersive discovery targeted at real
  problems in context
 Neutrality rulez on devices
 Move beyond retrieval to research impact
 Research, curriculum, learning, and
  community alignment
 Sustainable competitive advantage
In order to achieve success,
          library culture must . . .
   Avoid B&W thinking         Be agnostic
   Avoid dogma &              Avoid polarization
    fanboyism                   and be comfortable
   Be agile & nimble           with shades of grey
   Be experimental            Collaborate, really.
   Temper risk                Embrace
    management with trial       boundarylessness
    and error                  Allow analytics to
   Move experiments into       push progress and
    wider adoption              impact
In order to achieve success,
           library culture must . . .
   Focus on the users in         Invest in scalable
    context                        solutions
   Avoid broad-based retail      Focus on Sustainability
    consumer strategies           Move from craft to
   Ask ourselves: “Is this        industrial strength –
    good for the whole eco-        stop hand-knitting
    system of information,         every sweater
    learning and                  Don’t fear the BIG
    communities?”                  vision.
   Be open                       Stick to it.
Support Risk and Experiments
Take back
the
Strategy:
Rebalance
Print was complicated too
Libraries are the
     Third Path
Smelly     Or
Yellow     Sex
Liquid   Appeal?
Consider the Whole Experience
Until the lion learns to write her own story,
      the story will always be from the
 perspective of the hunter not the hunted.
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: Stephen Abram
      LinkedIn / Plaxo: Stephen Abram
                        Twitter: sabram
           SlideShare: StephenAbram1

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Nevada la2012

  • 1. Head in the Clouds: Technology in Libraries Stephen Abram MLS Nevada Library Association Conference Oct. 4, 2012
  • 2. The prime directive: It’s not about technology
  • 3. This morning . . .  I want to share a 2020 vision of what the world of libraries, information and learning should look like.  I want to point to the 23 puzzle pieces that have emerged in the past decade that will materially affect our opportunity and success.
  • 4.
  • 5. The Opportunity  To choose our future and create it, not be victims of a juggernaut.  Let’s not compete with Google, Bing and Facebook!  Let’s complement them based on our strengths and their weaknesses.  The last few times I did this with Roy Tennant, Gary Price, etc. we . . .
  • 6. The Market Weaknesses…  Or Opportunity holes  Commercial algorithm  SEO, SMO  The Content Spam Industry  Follow Panda, Penguin, Blekko, etc.  Ads, sponsored links, …  Loss of “control”  Quality versus selection
  • 7. But first . . . Some context...
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  • 9. Principles Access means putting knowledge anywhere and everywhere it will be found & used by our customers. Understand the difference between physical access and intellectual access
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  • 11. Principles Collaboration is - the keystone of Knowledge, - it requires that we partner with users, - outcome driven – it’s the way the client uses & shares - crosses and blurs lines
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  • 13. Principles Libraries are a Learning Environment - it learns from itself – the question economy survives - it absorbs & adapts – product, content and structure - it provides a learning imperative economic advantage
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  • 15. Principles: Our bread and butter We deliver the …..So What … -We understand how and why knowledge fits -We can explain what it means and contextualize it -We should know why & how users interact and learn
  • 16. -We’ve got it -We can get it -We know how to deliver it
  • 17. Principles …..More Bread and Butter • We have it • We can deliver it • We know how to use it • We can organize it so it fits user’s needs and context
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  • 19. Libraries •Informing, Learning, Sharing, Discovering, Socializing…
  • 20. Principles • Research is one of the pieces but not all of them • Note that books is a minor (but still critical) piece • Respect all forms of knowledge • It takes all of the pieces to complete the puzzle
  • 21. Principles So, let’s focus on the experience that is needed not the one we feel comfortable with the most. Our goal is to deliver ……….
  • 24. Trends Differ by Library Sector  All will be affected to a greater or lesser degree by these trends and the impact will be different but all are relevant to: • Public Libraries • Academic Research Libraries • Community College Libraries • School Libraries • Specialized Libraries • Consortia
  • 25. Content Fragmentation  Digitization’s real impact – non-fiction  Format  Print, ePUB, PDF, Kindle, etc. etc.  CD, DVD, USB, etc. etc.  Streaming  Licenses, Open Access, Creative Commons, etc. etc.  eBooks  eJournals  eContent  Copyright Issues (NatGeo, Tasini, TPP, ACTA, SOPA, etc. etc.)  Author Lawsuits  Citation fragmentation
  • 26. Beyond Text  Text  Graphics & Charts  Formulae  Pictures  Maps  Video  Audio  Gamification  Deep Data Mining  Sharing – notes, highlights, reviews, opinions, corrections, commentary  Assessments  Soundtracks  Etc. etc.
  • 27. Walled Gardens  ILS  CMS  Cloud(s)  Device dependencies  Format dependencies (e.g. Kindle or PDF)  Amazon  Apple  ADVICE . . .
  • 28. Learning Object Diversification and Fragmentation  Textbooks  eLearning  Learning Management Systems & PLEs  Cohort Learning Environments  Presentation Systems  Virtual Conference Environment  Personal Learning Environments  Collaboration Software  MOOCs
  • 29. End User Fragmentation  Teens / Post-Millennials  Millennials  Other demographics  Business versus Consumer  The Device Divide  Mobility  Haves and Have-nots
  • 30. Search Fragmentation  Consumer Search  Specialized Search  Professional Search  Semantic, Sentiment, Suggestion Search etc.  Mobile search  Social search  Augmented Reality  SEO  SMO  Content Spam  Geo-location
  • 31. Technology Fragmentation  Feature Phones  Smartphones  Tablets  Laptops  Desktops  Gaming stations  Television  E-Readers  Internet of Things  Browsers
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  • 34. The polarization of discussion Black and White Dogmatic vs. Professional positions on: eBooks, access, copyright, etc.
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  • 41. Academic Research Libraries  eLearning  Repositories  Content Archipelagos  LibGuides  Patron-driven acquisitions  Information Fluency  Demarcation between Undergrad, Grad and Faculty/Staff strategies  Copyright compliance  E-Coursepacks and e-Reserves  Strategic budgeting  Partnerships
  • 42. Community College and Undergrad  Information Literacy  Distance education and eLearning  Textbooks, Reserves, Coursepacks, e- all  MOOCs  Mobility  Collections for new degrees and certifications
  • 43. School Libraries  Common Core  21st Century Learning  Future of the textbook  Scaffolded Information Literacy / Fluency  Filters  Staff and Faculty relationships  Classroom pages
  • 44. Specialized Libraries  Intranets  MS SharePoint  Relationship building  Embedded Librarianship
  • 45. Public Libraries  Recommendations (LibraryThing for Libraries, BiblioCommons, BookPsychic (Portland (Maine) PL)  eBook issues and device training  Community Glue  Economic Impact  Patron-driven acquisitions  Experience Portals  Programs  Partnerships  Education and Learning  Literacy of all kinds
  • 46. Consortia: Next Step Cooperation  DPLA  Library Renewal  EveryLibrary Advocacy PAC  OCLC Linked Data  CULC eBook Project (Canada)  3M e-books (Penguin, CALIFA, Douglas County initiatives)  Cloud initiatives
  • 47. So what is the answer? Where are the real pain points?
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  • 54. Meals
  • 55. What is a library experience? What differentiates an experience from a transaction? What is an EXPERIENCE? What differentiates libraries from Google/Bing?
  • 57. Why do people ask questions? Is your library experience conceptually organized around answers and programs? Or collections, technology and buildings?
  • 58. 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
  • 59. What are your top 10-20 questions? What is the service portfolio model that goes with those?
  • 60. The top 23 most transformational bits
  • 61. 23 Transformational Things 1. RDA (AACR2) and metadata 2. Linked Data, OCLC WorldCat + 3. SaaS, IaaS, PaaS 4. Enhanced eBooks 5. Amazon Cloud (Prime) 6. Licensed Databases 7. Geo-information, Geo-IP 8. eLearning Systems
  • 62. 23 Transformational Things 9. Repositories 10. Intranets 11. Mobile (phones, tablets, computing) 12. Patron Data (LMS, ILS, Registries) 13. People Data (FB, LinkedIn, etc.) 14. LibGuides 15. OpenURL 16. Open Access
  • 63. 23 Transformational Things 17. eBooks & eJournals disaggregation 18. HTML5 and mobile standards 19. Streaming Media & end of formats 20. Embedding 21. Persistent Links 22. Shared A-Z lists (like Summon) 23. Shared Analytics
  • 65. 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 in their POV?  What are the stories of the impact of library experiences?  Are they happy? Will they come back? Tell a friend?
  • 66. Techno-Agnosticism  Browsers: IE, Chrome, Firefox, Safari…  Devices: Macintosh, PC Desktops & Laptops…  Mobile: Laptops, Tablets (iPad, Fire, etc.)…  Mobile: Smartphones (iPhone, Blackberry, Android, Windows, etc.)…  Container: PDF, ePub, .mobi, Kindle, etc.  Learning Management System: Blackboard, WebCT, Angel, D2L, Moodle, Sakai, etc.  Purchasing (Amazon, B&N, Chegg, Chapters Indigo, CengageBrain, Apple Store, University Textbook Store, etc.)
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  • 68. Alignment & Scary Players  If libraries don’t develop it, who will?  Apple (iTunes, iPhone, App Store, iBooks …)  Bookish, Pottermore, etc.  Amazon (Prime, Cloud, Kindle…)  Microsoft (8, Mobile)  Google (Android, Ads, …)  Facebook (F8, Apps, Privacy…)  … LinkedIn, Twitter, Pinterest, etc.  Blackboard, MOOCs, LMS, etc.
  • 69. And, this should all be invisible to the user.
  • 70. The new bibliography and collection development KNOWLEDGE PORTALS KNOWLEDGE, LEARNING, INFORMATION & RESEARCH COMMONS
  • 71. Small Successes  TROVE (Australia)  Bibliocommons  LibraryThing, BookPsychic  Google Books and WorldCat  LibGuides  Gale’s ed2go  Cengage’s MindTap  PowerSearch 2012 Algorithm
  • 72. Putting our money where ...  eTextbooks  GVRL exploded  Our Principles:  AccessMyLibrary  Device Agnostic  MindTap  Browser Agnostic  ed2go  No Walled Gardens  In Context  SEO free  Biography in Context  Ad free  Opposing Viewpoints  GREENR  More Analytics  Career Transitions  National Geographic Archive +  ECCO, NCCO, PQ’s EEBO
  • 73. The Virtuous Continuum  Data  Information  Knowledge “Information  NOT WISDOM only becomes  Behaviour knowledge through a process called learning”
  • 74. Short Term Benefits  Reduce the overhead of the back room  Increase effectiveness and efficiency  Reduce effort on strategically misaligned activities  Free up scarce library programmers for efforts aligned with goals  Align effort with vision and strategy  Invest in staff professional development and understanding
  • 75. Long Term Benefits  Viable alternative to Google, Bing, and Facebook  Real immersive discovery targeted at real problems in context  Neutrality rulez on devices  Move beyond retrieval to research impact  Research, curriculum, learning, and community alignment  Sustainable competitive advantage
  • 76. In order to achieve success, library culture must . . .  Avoid B&W thinking  Be agnostic  Avoid dogma &  Avoid polarization fanboyism and be comfortable  Be agile & nimble with shades of grey  Be experimental  Collaborate, really.  Temper risk  Embrace management with trial boundarylessness and error  Allow analytics to  Move experiments into push progress and wider adoption impact
  • 77. In order to achieve success, library culture must . . .  Focus on the users in  Invest in scalable context solutions  Avoid broad-based retail  Focus on Sustainability consumer strategies  Move from craft to  Ask ourselves: “Is this industrial strength – good for the whole eco- stop hand-knitting system of information, every sweater learning and  Don’t fear the BIG communities?” vision.  Be open  Stick to it.
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  • 79. Support Risk and Experiments
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  • 84. Libraries are the Third Path
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  • 87. Smelly Or Yellow Sex Liquid Appeal?
  • 88. Consider the Whole Experience
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  • 91. Until the lion learns to write her own story, the story will always be from the perspective of the hunter not the hunted.
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  • 96. 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: Stephen Abram LinkedIn / Plaxo: Stephen Abram Twitter: sabram SlideShare: StephenAbram1