leading the library of the future: w(h)ither technical services?

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Leading the library of the future: W(h)ither technical services? 8 January 2016 Keith Webster Dean of University Libraries Director of Emerging and Integrative Media Initiatives @cmkeithw www.libraryofthefuture.org

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Leading the library of the future:W(h)ither technical services?

8 January 2016

Keith WebsterDean of University LibrariesDirector of Emerging and Integrative Media Initiatives

@cmkeithw

www.libraryofthefuture.org

@cmkeithw

Wedonotdoeverything,butatwhatwedoweaimtobethebestintheworld.

Technical Services: an obsolete term used to describe the largest component of most library staffs in the twentieth century. That component of the staff was entirely devoted to arcane and mysterious processes involved in selecting, acquiring, cataloging, processing, and otherwise making available to library users physical material containing information content pieces (incops). The processes were complicated, expensive, and time-consuming, and generally served to severely limit direct service to users both by producing records that were difficult to understand and interpret, even by other library staff, and by consuming from 75–80 percent of the library’s financial and personnel resources.

Norman D. Stevens, “Selections from a Dictionary of Libinfosci Terms,” in “Beyond ‘1984’: The Future of Technical Services,” special issue, Technical Services Quarterly 1, no. 1–2 (Fall/Winter 1983): 260.

In the twenty-first century, the advent of new forms of publication and new techniques for providing universal records and universal access to information content made the organizational structure obsolete. That change in organizational structure, more than any other single factor, is generally credited as being responsible for the dramatic improvement in the quality of library service that has occurred in the first decade of the twenty-first century.

Norman D. Stevens, “Selections from a Dictionary of Libinfosci Terms,” in “Beyond ‘1984’: The Future of Technical Services,” special issue, Technical Services Quarterly 1, no. 1–2 (Fall/Winter 1983): 260.

TODAY’s WORLD

What is happening in the world is bypassing university libraries

Peter Murray-Rust The scientist’s view JISC Libraries of the future debate, April 2009

Students crowd libraries - without using libraries

The success of e-journals has driven the researcher from the library

Open Science

Growth of web-based knowledge and research tools - often outside the institution

Open access has shaped policy agenda

Library budgets under pressure

Shareholders and VCs expect ROI

Customer pressure

Investor pressure

“…contact with librarians and information professionals is rare”

“…researchers are generally confident in their [self-taught] abilities.., librarians see them as..relatively unsophisticated”

“…librarians see it as a problem that they are not reaching all researchers with formal training, whereas most researchers don’t think they need it”

Where do library clients go?

Specific e-resource

General search engine

Library catalogue

Library building1

18

38

47

13

28

21

37

2003 2012

Search engine

Wikipedia

SNS

Email

Online database

Virtual reference

Library website 0

0

1

1

2

7

83

Where do student start a search? Where do academics begin research?

Perceptions of libraries 2010, OCLC

Faculty study 2012: key insights for libraries and publishers, Ithaka

Faculty study 2012: key insights for libraries and publishers, Ithaka

WHERE HAVE WE COME FROM?

1 - The Library

Collection-centric - 1st generation

Client-focused - 2nd generation

Experience-centered - 3rd generation

Connected Learning Experiences - 4th generation

Collaborative knowledge, media and fabrication facilities - 5th generation

Generational modelPrint collections

CD-ROM Electronic journals

Online databases/indexes Cloud-based digital archives

E-books

Generation 1

Generation 5

• Each generation is additive, not a substitute

• As libraries have added new formats, these have often not led to disposal of old materials

• Libraries have introduced valuable new services without necessarily discontinuing other activity

• Libraries are increasingly pursuing important - but niche - technology projects

2. The scholarly journal

The growth of global scientific output in the last 30 years

Thomson Reuters, Journal Citation Reports

The big deal• Access to vast quantities of content for researchers

• Bundles bought on basis of package rather than titles

• Difficult to select/remove individual titles

• Pricing structures change

• Incentives to launch new titles? Incentives to use M&A?

• Majority of bundle use is by top 10% of titles - a lifeline for lesser-used titles

• Citations were currency of print world - usage is today’s measure

3. Media consumption

W(h)ither the Library?

Local distribution 1990s

Global digital 2000s

Cloud-based models 2010s

Convergent media services

Adapted from Redefining the academic library, ABC, 2011

Created with Haiku Deck

CURRENT TRENDS

1. Researcher workflows

Grant-wri9ng

Compliance

Datamanagement

Dataanalysis

Resourcemanagement

Networking

IPprotec9on

Publica9on

Compe99veintelligence

IDEATION EXPERIMENTATION

PLANNING

DISSEMINATION

Protocols

RESEARCHWORKFLOW

ResearchplanningLiteratureinterac9on

Insightanddecisionsupport

Grant-wri9ng

Compliance

Datamanagement

Dataanalysis

Resourcemanagement

Networking

IPprotec9on

Publica9on

Compe99veintelligence

IDEATION EXPERIMENTATION

PLANNING

DISSEMINATION

Protocols

ResearchplanningLiteratureinterac9on

Insightanddecisionsupport

Grant-wri9ng

Compliance

Datamanagement

Dataanalysis

Resourcemanagement

Networking

IPprotec9on

Publica9on

Compe99veintelligence

IDEATION EXPERIMENTATION

PLANNING

DISSEMINATION

Protocols

ResearchplanningLiteratureinterac9on

Insightanddecisionsupport

Grant-wri9ng

Compliance

Datamanagement

Dataanalysis

Resourcemanagement

Networking

IPprotec9on

Publica9on

Compe99veintelligence

IDEATION EXPERIMENTATION

PLANNING

DISSEMINATION

Protocols

ResearchplanningLiteratureinterac9on

Insightanddecisionsupport

http://figshare.com/articles/101_Innovations_in_Scholarly_Communication_the_Changing_Research_Workflow/1286826

Traditional workflow

All of these tools licensed by institution

Open Science

All of these tools accessible by researcher

2. Researchers & communication

Ever talk with citizens about science, research

Ever talk with reporters about research findings

Ever use social media to discuss or follow science

Ever blog about science and research

0 25 50 75 100

% of AAAS scientists who ever do each of the activities

How scientists engage the public http://www.pewinternet.org/files/2015/02/PI_PublicEngagementbyScientists_021515.pdf

http://archive.sciencewatch.com/newsletter/2012/201207/multiauthor_papers/

3. Open access

AnImpactsFramework

http://www.humanities.org.au/Events/NSCF/NSCF2007/PowerPoints/NSCF2007-Houghton.ppt

RESEARCH Most/Manyserved, butnotall

CONSUMERS/SOCIETY Fewserved

INDUSTRY/GOVERNMENTPartserved,butnotall

SUBSCRIPTION PUBLISHINGCurrent reach

OPEN ACCESSPotentially serves all

RESEARCH Accessforall,researchparticipationbasedonmerit,notmeans.Potential benefits:Speedingupdiscovery. Reductionofduplicativeresearch. Fewerblindalleys. Newresearchpossibilities.Bettereducationaloutcomes&enhancedresearchcapabilities.

SOCIETY Accessasneeded,informedconsumers(e.g.healthandeducation).Potential benefits:Contributiontothe'informedcitizen'and'informedconsumer',withimplicationsforbetteruseofhealthandeducationservices,betterconsumptionchoices,etc.leadingtogreaterwelfarebenefits,whichinturnmayleadtoproductivityimprovements.

INDUSTRY(1)Accessasneeded,

moreinformedproducers&policy.

(2)Newbusinessesaddvaluetocontent(e.g.WeatherDerivatives).

Potential benefits:Accelerateandwiden

opportunitiesforcollaboration,

commercialisation&adoption.

ThepotentialformuchwideraccessforGPs/

nurses,teachers/students,andsmallfirms

inconsulting,engineering,ICT,nanotechnology,

biotechnology,etc.

Thepotentialfortheemergenceofnew

industriesbasedupontheopenaccesscontent.

“The Holdren Memo”

To achieve the Administration’s commitment to increase access to federally funded published research and digital scientific data, Federal agencies investing in research and development must have clear and coordinated policies for increasing such access.

Memo on Increasing Access to the Results of Federally Funded Scientific Research

White House Office of Science and Technology Policy

February 22, 2013

Pinfield et al (2015) http://eprints.whiterose.ac.uk/81227/

4. Open science

Usefulknowledge

Sharableknowledge

5. Funding

http://scimaps.org/mapdetail/chemical_rd_powers_t_89

http://scimaps.org/mapdetail/chemical_rd_powers_t_89

Science funding

• Ever-increasing expenditure on healthcare in most nations will support continued expansion of the medical subsegment of the STM market

• Publishers will look to offset the decline in print revenues through new solutions - eg workflow, performance measurement and cool ‘toys’

• R&D growth in Asia and the US will continue to underpin the STM market

WHERE ARE WE GOING?

Current directions in academic libraries

1. Continue the migration from print to electronic and realign service operations

2. Review location of lesser-used collections3. Continue to repurpose library as primary

learning space4. Reposition library expertise and resources

to be more closely embedded in research and teaching enterprise outside library

5. Extend focus of collection development from external purchase to local curation

After Lewis, 2010; Webster 2010; Webster 2012

http://ark.digitalcommonwealth.org/ark:/50959/sq87fc091

WHITHER TECHNICAL SERVICES?

Thinking about technical services

“Those services involved in the acquisition, recording, and preserving of materials”

Tauber, Technical services in libraries, 1954

1. Library collections

The‘owned’collection

The‘facilitated’collection

The‘licensed’collection

The‘borrowed’collection

• PointingpeopleatGoogleScholar• Includingfreelyavailablee-booksin

thecatalog• Creatingresourceguidesforweb

resources

• Purchasedandphysicallystored

Acollectionsspectrum

The‘demand-driven’collection

The‘sharedprint’collection

OCLCResearch,2015.Figure:Acollectionsspectrum.

LowStewardship

Infewcollections

Inmanycollections

Research&LearningMaterials

OpenWebResources ‘Published’materials

SpecialCollectionsLocalDigitization

Licensed

PurchasedHigh

Stewardship

https://www.oclc.org/content/dam/research/publications/library/2014/oclcresearch-collection-directions-preprint-2014.pdf

2. The scholarly record

http://www.oclc.org/research/publications/library/2014/oclcresearch-evolving-scholarly-record-2014-overview.html

http://www.slideshare.net/oclcr/the-evolving-scholarly-record-framing-the-landscape-46625755

3. Researcher analytics

ERA uses a number of bibliometric tools for the citation analysis indicators. Two broad types of citation analysis are used in ERA: Relative Citation Impact (RCI) and the distribution of publications based on comparisons with field-specific benchmarks.

REF will assess universities on the basis of the quality of research outputs, the vitality of the research environment and the wider impact of research.

4. Data analysis

5. Partnerships

Technical services opportunities

• Consortia

• Liaison librarians

• Research community

6. Service initiatives

Technical Services Librarians

• Have adapted to:

• Next Gen catalogs

• Electronic journals and books

• Powerful online indexes

• Locally digitized collections

• Locally created digital objects

Some thoughts• E-book approval plans

• Mobile platforms

• Metadata/image description

• Solve discovery

• Solve e-books!

• Respond to shifting patterns of demand

PUTTING IT INTO PLACE

Today’s environment• We operate in a networked world - local collections in

themselves make learning and research incomplete

• We should no longer focus on acquiring the products of scholarship; we must be embedded within scholarship

• New methods of research - open science, digital humanities, etc. - reshape researchers’ needs and demands

• How do we get there?

http://www.oclc.org/content/dam/research/events/dss/ppt/dss_kenney.pdfAnne R. Kenney, OCLC 2009

• We’ve seen from various studies that the catalog is rarely the first - and often the last - point for information discovery. How sustainable are the costs of local cataloging?

• Budgets - and especially staffing levels - are under pressure across most libraries. Which roles have the biggest impact on the university?

• How can we demonstrate the efficiency gains (and financial gains) from the shift from print to digital?

How do our clients (students, teachers, researchers) see your work?

How does your department impact on the university's biggest goals - student recruitment, progress and achievement; attracting research funding; improving research outcomes? Do you have evidence to share?

Where do you want to go?  Who do you benchmark against?

What are the biggest problems our clients face and how can you solve them?

Some reflections for us all

How can you add value?

How can you maintain and extend excellence - consistency, reliability - and how can you perfect execution?

How do you balance near-term pressures (today’s workload and fixes) and long-term needs (opportunity to innovate and improve)?

Some reflections for us all

Old metrics in a new environment?

• Number of books in collection

• Number of items loaned

• Number of questions answered

• Number of serial subscriptions

• Anything that moves and can be counted

• Anything that doesn’t move - just in case

Desired position• Create an organizational culture that supports and drives

strategic innovation

• Establish critical capabilities tuned to the evolving academic and scholarly communications landscapes

• Evaluate innovation efforts to ensure both sensible investment and gains in organizational learning and improvement

• Demonstrate impact on institutional mission and priorities

• Inform resource allocation

Driving innovation• Return on investment

- Uptake of services; contingent valuation; share of revenues attributable to library investment

• Organizational capability

- Employees trained in innovation; creation time and space for innovation; links to strategic plan and assessment of innovative developments

• Leadership

- Sponsorship of innovative programs and projects; % time spent on strategy and innovation compared to routine management

Possible new metrics• Impact on student recruitment and retention

• Impact on student learning outcomes

• Contribution to research excellence

• Impact on broader economic, social and health outcomes

• Return on investment

http://www.rin.ac.uk/our-work/using-and-accessing-information-resources/value-libraries-research-and-researchers

The need to understand

• Dubious about some studies which make claims about the value of libraries

• Commissioned a study to assess the value library-provided information resources deliver to their research communities

Summary finding

• The final scenario would result in total costs to the institution of $81.4m compared to actual spend of $34.5m - a financial return of 136 percent

In a world where digital is becoming the default format for information, the library will remain a vital presence on campus, sustaining serious scholarship and providing opportunities for interactive research and study environments. To support this important work for students, faculty, and staff, and to create 21st-century library spaces for 21st-century learners, the library will:

• Develop information specialists as partners in research, teaching and learning. • Collaborate with peer institutions to provide coordinated access to a global collection of information resources. • Steward the evolving scholarly record and champion new forms of scholarly communication. • Be recognized globally as a leader in the development of the scholarly information ecosystem.

The role of librariansCurrent state

Many libraries retain large numbers of librarians to catalogue and count

Even more librarians wait at service desks ‘just in case’

Few librarians leave the library building

Future state

Librarians embedded in research and teaching activities

Librarians become campus specialists in areas such as e-science, academic technology and research evaluation

Librarians have meaningful impact

Current barriersMany librarians lack skills and useful qualificationsMany librarians are resistant to changeAcademics do not believe librarians are useful or credible partners

uqkeithw

Keith Webster

[email protected]

[email protected]

cmkeithw

Keith Webster

cmkeithw