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SOMETIMES… A SCREAM IS BETTER THAN A THESIS KUMBAYA RADICAL COLLABORATION SYSTEMIC PARTNERSHIPS James G. Neal Massachusetts Board of Library Commissioners Massachusetts Library System 15 May 2012 REVOLUTIONARY CHANGE David Close (The Meaning of Revolution): …the essential feel of revolution derives from its cataclysmic quality… it destroys people’s security and unsettles their convictions. Thomas Kuhn (The Structure of Scientific Revolutions): … the transition from a paradigm in crisis to a new one from which a new tradition can emerge is far from a cumulative process. Karl Marx (Theory of Epistemology/Theory of Ideas): …Ideas do not exist on their own…they are real only when they are translated into action. Quantitative change and qualitative change. 2 PROGRESSIVE CHANGE Progress - movement toward a goal steady improvement • All progress is based on a universal innate desire on the part of an organism to live beyond its income. (Samuel Butler) • Those who speak most of progress measure it by quantity and not by quality. (George Santayana) • Progress lies not in enhancing what is, but in advancing toward what will be. (Kahlil Gibran) 3 SOME DEFINITIONS • Primal Innovation creativity as first importance, as a fundamental component of organizational and individual DNA • Radical Collaboration drastic or sweeping energy, and not Kumbaya • Deconstruction taking apart the axioms or rules, or the incoherence of a concept, position or word • Survival not relevance or impact, but persistence and adaptation 4 QUESTIONS TO CONSIDER • What is the NEW NORMAL? • What TECHNOLOGIES are having greatest impact? • How are we thinking and behaving differently about COLLECTIONS and SERVICES? • What has been the effect on LIBRARY ROLES? • What has been the impact on ORGANIZATION and STAFF SKILLS? 5 WHAT ARE THE CORE RESPONSIBILITIES OF THE LIBRARY? • Information Selection • Information Interpretation • Information Acquisition • Information Understanding • Information Synthesis • Information Use • Information Navigation • Information Application • Information Dissemination • Information Archiving • In Support of Teaching and Learning • In Support of Research and Scholarship 6 CHANGING LIBRARY ROLES • Libraries as Consumers • Libraries as Intermediaries and Aggregators • Libraries as Publishers • Libraries as Educators • Libraries as R&D Organizations • Libraries as Entrepreneurs • Libraries as Policy Advocates 7 THE SHIFTING VISION OF THE LIBRARY • Legacy • Infrastructure • Repository • Portal • Enterprise • Public Interest 8 TREND #1 CUSTOMIZATION/PERSONAL WEB RAPIDLY SHIFTING USER BEHAVIORS AND EXPECTATIONS SOCIAL NETWORKING COLLECTIVE INTELLIGENCE NEW LITERACIES 9 TREND #2 REDUNDANT INEFFICIENT LIBRARY OPERATIONS • • • • AUTOMATE OLD WORKFLOWS SHALLOW EXPERTISE NEW COMBINATIONS RESISTANCE TO OUTSOURCING 10 TREND #3 AGING AND INEFFECTIVE SERVICE PARADIGMS DISCOVERY FAILURES USER ALTERNATIVES SAGE AT THE DESK 11 TREND #4 POLYCENTRISM DISCONNECTED AND UNEVEN LIBRARY DEVELOPMENT WEAK PROFESSIONAL COMMUNICATION SYSTEMS AND FORUMS 12 TREND #5 MUTABILITY CONSTANT CHANGE HYBRID STRUCTURES MAVERICK STRATEGIES 13 TREND #6 NEW ECONOMIC CONTEXT HOW DO WE RESPOND TO SMALLER BUDGETS REDUCED PURCHASING POWER LESS POLITICAL SUPPORT COMPETITION FOR RESOURCES 14 TREND #7 ACCOUNTABILITY/ASSESSMENT HOW DO WE KNOW? IF WE ARE ADVANCING INSTITUTIONAL GOALS ADVANCING COMMUNITY GOALS SUPPORTING USER OBJECTIVES SERVING NATIONAL INTERESTS 15 TREND #8 ACCELERATION OF COLLECTIVE INNOVATION APPS REVOLUTION ENTREPENEURIAL IMPERATIVE 16 TREND #9 GEO-EVERYTHING GEO-LOCATION GEO-TAGGING GIS/MOBILE APPLICATIONS SMART OBJECTS/SPACES 17 TREND #10 SCALE AND NETWORK EFFECTS THROUGH AGGREGATION MOVING OPERATIONS AND SERVICES TO THE CLOUD 18 TREND #11 COMMON SHARED RESOURCES FOCUS ON UNIQUE RESOURCES FUTURE OF COLLECTION DEVELOPMENT LIE OF COORDINATION LICENSING OF CONTENT WEB ROT AND FUTURE OF SCHOLARSHIP GOLDEN AGE OF SPECIAL COLLECTIONS 19 TREND #12 NEW MAJORITY LEARNER EPISODIC DISTANT OTHER-DIRECTED CAREER-FOCUSED 20 TREND #13 OPENNESS OPEN ARCHIVES OPEN DESIGN OPEN COURSE CONTENT OPEN TEXTBOOKS OPEN DATA OPEN SOURCE OPEN LINKING OPEN ACCESS 21 TREND #14 DEFORMALISM AND DESTRUCTURING OF SCHOLARSHIP OPEN ACCESS FUTURE OF SCHOLARLY MONOGRAPH WEB COMMUNICATION RESPOSITORY MOVEMENT SCHOLARLY REVIEW 22 TREND #15 – NEW TECHNOLOGIES EDUCAUSE HORIZON REPORT • Mobiles (single, portable multi-purpose device) • Cloud Computing (distributed processing and applications) • Geo-Everything (geolocation and geotagging) • Personal Web (customized management of online content) • Semantic-Aware Applications (meaning to provide answers) • Smart Objects (links physical world with information) • Open Content (wide distribution and repurposing) • Electronic Book (platforms, applications, redefinition) • Data/Big Science (research information management) • Games As Learning Tools (participation and interaction) • Visualization and Simulation (more meaningful and intuitive) 23 U.S. LIBRARY DEVELOPMENT -1950 1950-1970 1970-1990 1990-2010 2010-2015 2015-2020 2020- Period of EXCLUSIVITY Period of POPULARIZATION Period of DISCORD Period of DECADENCE Period of POLYGAMY Period of PARABIOSIS Period of PARTICULARISM 24 DEFINING CHARACTERISTICS/TRENDS • • • • • • Collection Development User Services Preservation/Archiving Library Management Systems Digital and Network Technologies Facilities/Space Planning 25 DEFINING CHARACTERISTICS/TRENDS • • • • • • Teaching and Learning Research and Scholarship Library/Researcher Relationships Assessment/Accountability Organization and Communication Relationship To Community 26 DEFINING CHARACTERISTICS/TRENDS • • • • • • Professional Roles/Staffing Governance and Leadership Budgets and Planning Cooperation and Networking Fundraising/Resource Attraction Information Policy/Political Process 27 WHO ARE OUR USERS? • Students (diversity abounds) • Faculty (expectations galore) • Researchers (tribal differences) • Administration (the bottom line) • Community (local politics) • Working Professionals (practical applications) • Alumni and Donors (largely ignored) • World on the Web (the new majority) 28 WHERE DO WE INTERSECT WITH USERS? • Physical Spaces • Laboratory • Web Spaces • Bedside • Collections • Collaborations • Services • Anyone • Applications • Anywhere • Technologies • Anytime • Classroom • Anyhow 29 HOW DO WE KNOW ABOUT USERS? • Ask • Experiment • Measure • Involve • Listen • Prototype • Observe • Portfolio • Compare • Evaluate • Benchmark • Experience (Aha) 30 ENHANCE THE USER EXPERIENCE • Technology Ubiquity • Point-of-Need Information • Web-based Services • Technology Sandbox • Privacy Space • Social Success • Support Services • Information Fluency • Post-graduate Access • Career Assistance 31 RESPOND TO USER EXPECTATIONS • Content • Access • Convenience • New Capabilities • Cost Reduction • Participation • Individual Productivity • Individual Control • Organizational Productivity 32 EMBRACE THE “HUMAN” OBJECTIVES • Success (turn out well, attain desired end) • Happiness (well-being and contentment) • Productivity (achieving results or benefits) • Progress (forward movement or betterment) • Relationships (personal connections or attachments) • Experiences (observation or participation) • Impact (significant effect) 33 TRADITION OF LIBRARY COOPERATION • Library Systems • Researcher Collaboration • Local and Regional Cooperation • Publisher Collaboration • State Projects • Multi-State Projects • Collaboration with Technology Organizations • National Consortia/Projects • International Partnerships • Corporate Partnerships • Business Partnerships REACHING OUT TO CULTURAL COMMUNITY PROMOTING NEW COMBINATIONS THRU PUBLIC-PRIVATE PARTNERSHIPS 34 AREAS OF SUCCESSFUL COLLABORATION • Licensing of Electronic Resources • Cooperative Cataloging • Interlibrary Loan/Document Delivery • Information Policy Advocacy • Offsite Shelving Facilities • Digital Archiving 35 ARENAS FOR RADICAL COLLABORATION • Centers for Excellence • Mass Production • New Infrastructure • New Initiatives Quality/Productivity/Innovation 36 RADICAL COLLABORATION SOME REQUIREMENTS • • • • • • Bi- and Tri-Lateral Combinations Sustainability/Business Plan Legal Framework Governance Structure Risk Capital Competitive Spirit 37 2CUL PROJECT What is 2CUL? A transformative and enduring partnership between two major academic research libraries based on a broad integration of resources, collections, services and expertise. 38 2CUL PROJECT Why the Columbia and Cornell University Libraries? • Major research libraries • New York state • Private Ivy institutions • Similar academic characteristics • Record of collaboration • Record of innovation • Budget challenges • Will and interest 39 2CUL PROJECT What are the goals of 2CUL? • Achieve major integration of operations, services, collections and resources • Reduce cost of overall library activities to direct resources to new priority areas • Increase revenues through joint proposals for funding, new products and services, and business opportunities marketed to academic and research customers • Establish an independent service entity and governance structure that supports 2CUL • Expand 2CUL beyond initial partners, and model collaboration for other groups of research libraries and for other divisions at the university 40 2CUL PROJECT Where are we initially focusing our work? • Technical services (acquisitions, cataloging, e-resource management) • Collection development/global resources • Technology infrastructure/digital preservation • Communications • Resource development • New services for students and faculty • New business/entrepreneurial services for other libraries • Business planning and governance 41 BUSINESS PLANNING • Achieving major integration of operations, services, collections and resources • Reducing cost of overall library activities to direct resources to new priorities • Increasing revenues through joint proposals • Offering services to other libraries • Bringing in other parties; building strategic partnerships 42 COLLECTIVE COLLECTION CHALLENGES • Institutional identity, faculty acceptance • Better sense of overlaps and gaps • Financial restrictions, accounting systems • Delivery mechanisms, legal issues • Outreach/research support for faculty and students 43 BACKROOM FUNCTIONS CHALLENGES • System of “credits” for work done on behalf of others • Standard definitions of good enough • Budgets/funding streams • Shared backend systems across institutions 44 WHAT WILL SUCCESS LOOK LIKE? • Enabling pre-requisites; user buy-in • Expanded collections and services for our faculty and students • Co-investment in critical under-supported areas • From me and thee to we • Resolved governance, co-ownership, budgetary, legal, and institutional issues • Shared measures for success and impact • Additional partners, provide collaborative model 45 SOME “AH HA” MOMENTS • Bringing two organizations together to perpetuate traditional library models is not a goal but a dead end • It’s got to be seen as being about more not less • Enabling prerequisites for radical collaboration are key • Appreciating cultural differences and need for face time • Importance of trusted third party at the table • Early wins are needed, not always in areas you expect • Sometimes quick wins not possible, focus on longer-term benefits that will pay off 46 OTHER COLUMBIA PARTNERSHIPS (Period of Polygamy) • Research Collections and Preservation Consortium ReCAP • Manhattan Research Libraries Initiative MaRLI • Ivies Plus Libraries Borrow Direct • HathiTrust and DuraSpace and Portico… 47 SYSTEMIC CHANGE #1 LAST COPY PRINT REPOSITORY NETWORK HOW MANY? WHERE? WHAT REQUIREMENTS? SPACE IMPACTS SERVICE IMPACTS 48 SYSTEMIC CHANGE #2 NATIONAL PUBLIC DIGITAL LIBRARY MASS DIGITIZATION PROJECT DIGITIZATION BORN DIGITAL KNOWLEDGE COMMONS DOT-LIB DOMAIN 49 SYSTEMIC CHANGE #3 NATIONAL CONTENT LICENSING PROGRAM OPEN ACCESS AGENDA PRICE TERMS STANDARDS 50 SYSTEMIC CHANGE #4 WEB SITE AND WEB DOCUMENT CAPTURE/CURATION/ARCHIVING WHAT ABOUT INTERNET ARCHIVE? DOCUMENTING EVERYTHING? WRITING HISTORY SCHOLARSHIP UNDERMINED 51 SYSTEMIC CHANGE #5 PRESERVE AND ARCHIVE THE CONTENT (DIGITAL PRESERVATION NETWORK) • Archive as Repository • Archive as Persistence • Archive as Curation HOLD ACCESS SECURE • Archive as Steward CARE • Analog • Digital Conversion • Born Digital • Disaster Preparedness 52 SYSTEMIC CHANGE #6 E-RESEARCH CYBERINFRASTRUCTURE RESEARCH INFORMATION MANAGEMENT RESEARCHER SOLUTIONS GOVERNMENT FUNDING VENDOR INITIATIVES LIBRARY ROLE 53 SYSTEMIC CHANGE #7 GLOBAL RESOURCES NETWORK INTERNATIONAL COLLABORATION FOREIGN ACQUISITIONS LANGUAGE CATALOGING GLOBAL EDUCATION AND RESEARCH GLOBAL WEB 54 SYSTEMIC CHANGE #8 REGIONAL NETWORK OF LIBRARY SERVICE AGENCIES CATALOGING PRESERVATION DIGITIZATION 55 SYSTEMIC CHANGE #9 INFORMATION MANAGEMENT APPS ENTERPRISE NATIONAL LIBRARY PROGRAM WHO DEFINES INFORMATION DISCOVERY USE AND APPLICATION? 56 SYSTEMIC CHANGE #10 LIBRARY RESEARCH & DEVELOPMENT PROGRAM AND CONSORTIUM INFORMATION POOR INFORMATION PROFESSION DATA-DRIVEN DECISION MAKING 57 SYSTEMIC CHANGE #11 COORDINATED MARKETING AND QUALITY ASSESSMENT INSANITY OF ROI DEFINING AND DOCUMENTING VALUE 58 SYSTEMIC CHANGE #12 NEW STANDARDS FOR LIBRARY SPACE THE TROMPE L’OEIL LIBRARY LEARNING SPACE SOCIAL SPACE COLLABORATIVE SPACE COMMUNITY SPACE FLEXIBILITY AND ADAPTABILITY 59 SYSTEMIC CHANGE #13 INFORMATION LITERACY STOP THE MADNESS ACADEMIC CRUTCH WHAT DIFFERENCE DO WE MAKE? CAN INFORMATION LITERACY ACTUALLY BE TAUGHT? BETTER TO INVEST IN MARKETING AND ACADEMIC INTEGRATION 60 SYSTEMIC CHANGE #14 MULTIPLE PATHS TO LIBRARY WORK FUTURE OF MLS MANDATORY CE/CERTIFICATION 61 FERAL PROFESSIONALS IN THE INFORMATION ORGANIZATION • Professionals With Diverse Academic Credentials • Wide Range of New Professional Assignments • Professional Roles of Support Staff and Students • Impact on Values, Outlooks, Styles, Expectations • Impact on Community Understanding, Recognition, Respect • Impact on Organizational Relevance and Impact 62 EXPECTATIONS FOR THE INFORMATIONAL PROFESSIONAL • Commitment to Rigor • Commitment to Research and Development • Commitment to Assessment and Evaluation • Communication and Marketing Skills • Political Engagement • Project Development and Management Skills • Entrepreneurial Spirit • Commitment to Collaboration • Resource Development Skills • Leadership/Inspirational Capacity • Deep Subject or Technical Expertise • Deep Service Commitment 63 SYSTEMIC CHANGE #15 CREATE LIBRARY PAC POLITICAL ACTION COMMITTEE POLITICAL CANDIDATE SUPPORT SUPPORT/OPPOSE LEGISLATION 64 ADVOCATE THE INFORMATION POLICY AGENDA • INTELLECTUAL FREEDOM • INTERNET DEVELOPMENT • PRIVACY • TELECOMMUNICATIONS • CIVIL LIBERTIES • GOVERNMENT INFORMATION • EDUCATION PROGRAMS • APPROPRIATIONS • RESEARCH PROGRAMS • WORKFORCE POLICY • FIGHTING THE COPYRIGHT WARS HOPE/POWER/ACTION THROUGH COLLABORATION 65 WHERE ARE WE GOING? RELEVANCE IMPACT VALUE SURVIVAL EXTINCTION TERMINAL – termination of species/no descendants PHYLETIC – one species evolves into another 66 HOW DO WE FEEL? • Anxious - an abnormal and overwhelming sense of apprehension and fear “Our age of anxiety is, in great part, the result of trying to do today’s jobs with yesterday’s tools.” Marshall McLuhan • Disrupted - interruption of normal course or unity, thrown into disorder “One of the litmus tests is that a disruptive technology enables a larger population of less skilled people to do things that historically only an expert could.” Clayton Christensen The Innovator’s Dilemma • Chaotic - state of utter confusion, unpredictability in the behavior of complex systems “Chaos often breeds life, when order breeds habit.” Education of Henry Adams 67