nitle shared academics: examining it and library service convergence

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Examining IT and Library Service Convergence: One Path for Embracing the Future NITLE Shared Academics Seminar Terry Metz, Seminar Leader March 18, 2014

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Colleges and universities face a variety of pressures. Two pressure points are adjusting to the evolving landscape of higher education and using finite resources efficiently and effectively. Technology-enhanced “flipped” classrooms, the rise of digital scholarship, and a keener focus on assessment are examples of the former. Space, time, money, and staff expertise are examples of the latter. These pressures become even more pointed at smaller institutions. How have academic library and information technology organizations been contributing toward effective solutions? Some have embraced a path toward greater convergence of IT and library services. Has doing so enabled institutions to adjust sooner and more quickly to shifts in our higher education environment? Has it stimulated innovation? Has it helped eliminate duplicative effort? NITLE Shared Academics seminar leader Terry Metz delves into these questions, explores why and how the work of technologists and librarians is growing more and more similar, and highlights some colleges that have aligned technology and library talent in more integrated ways. Examine the benefits and challenges of converging IT and library services and consider future implications.

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Page 1: NITLE Shared Academics: Examining IT and Library Service Convergence

Examining IT and Library Service Convergence: One Path for

Embracing the Future

NITLE Shared Academics Seminar

Terry Metz, Seminar Leader

March 18, 2014

Page 2: NITLE Shared Academics: Examining IT and Library Service Convergence

Nomenclature

Page 3: NITLE Shared Academics: Examining IT and Library Service Convergence

2014 NITLE Line of Inquiry

How might we increase our environmental awareness to improve planning and decision-making and expand our capacity to adapt in the midst of continuously changing conditions?

Page 4: NITLE Shared Academics: Examining IT and Library Service Convergence

Big Assumptions

Managing and coping with change is the biggest challenge for both IT and library professionals at our colleges.

IT units and libraries that cultivate and building strong, collaborative relationships with one another will find themselves at an advantage when dealing with

change.

Page 5: NITLE Shared Academics: Examining IT and Library Service Convergence

Examples of Issues Facing Campus Information Service Organizations

increasing complexity some lack of clarity (or confusion) over information

resource management silos and duplication of effort pressure from senior leadership to become more

efficient, e.g., “do more with the same and/or less” shift to “cloud computing” insatiable expectations

Page 6: NITLE Shared Academics: Examining IT and Library Service Convergence

If you’re attending this seminar, are you…

working at an institution that’s already converged information services

working at an institution that’s begun considering convergence of information services

concerned or anxious that your institution might move in this direction

Page 7: NITLE Shared Academics: Examining IT and Library Service Convergence

Poll: What do we mean by “IT/library service convergence”?

a) a wishful-thinking gimmick used by senior administrators to save money

b) either the IT or library operation becomes subservient to the other unit

c) all—or nearly all—library and IT services are aligned under a single leader

d) a plausible result of increased pace of technology adoption—as well as scholarly publication changes—in higher education

e) a viable option when considering how to enhance service to students and faculty

f) a fad that’s run its course

Page 8: NITLE Shared Academics: Examining IT and Library Service Convergence

Comparing Professional Perspectives

IT Issues Panel’s Top-Ten IT Issues, 2013

Research Planning and Review Committee’s 2012 Top Ten Trends in Academic Libraries

Page 9: NITLE Shared Academics: Examining IT and Library Service Convergence

• Leveraging wireless and a growing variety of mobile devices

• Leveraging technology to improve student outcomes

• Developing an institution-wide cloud strategy for better right sourcing and solutions

• Developing staffing and organizational models to accommodate changing IT environment and facilitate agility

• Facilitating better understanding of info security; balance between openness and security

• Funding IT strategically

• Developing sustainable strategy for online learning

• Supporting IT consumerization trends (e.g., BYOD)

• Transforming business processes with IT

• Using analytics to support institutional outcomes

Page 10: NITLE Shared Academics: Examining IT and Library Service Convergence

• Communicating value with compelling evidence

• Curating data—especially developing standards, institutional repositories, and cloud-based solutions

• Preservation of digital collections

• Adapting to rise in online instruction as effort to increase higher education ROI

• IT-driven change

• Accommodating expectations for highly mobile environments

• Normalizing patron-driven e-book acquisition—and subsequent licensing and e-book lending challenges

• Keeping pace with rapid changes in scholarly communication and publishing models

• Staffing—hiring, and redeploying and retraining existing staff

• User behavior and expectations of convenience

Page 11: NITLE Shared Academics: Examining IT and Library Service Convergence
Page 12: NITLE Shared Academics: Examining IT and Library Service Convergence
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Sampling of Objectives for Embracing IT/Library Service Convergence

Enhancing capacity to meet needs and expectations of users in world rapidly transitioning to digital modes of scholarly communication, teaching, and learning

Improving user experience by providing services more elegantly, seamlessly

Seeking greater efficiency; streamlining both oversight and control of expensive tools and resources; reducing overlap in missions, structures, and budgets

Positioning institution for challenges of an increasingly digital, technology-reliant future

Page 14: NITLE Shared Academics: Examining IT and Library Service Convergence

Other Motivations Resolving serious crisis in one of the organizations

Peer/competitor institutions trying it/adopted it

Using opportunity of vacancy in either the IT leader or library director positions, or both

Page 15: NITLE Shared Academics: Examining IT and Library Service Convergence

Potential Benefits of Converged Approach

Increased alignment with institutional mission and goals

Clearer, sharper focus on users and their overall needs

Nurturing of flexibility, adaptability, and innovation

Greater budget flexibility and more efficient use of resources

Richer, more forward-thinking professional development opportunities for IT/library staff

More effective responses to to emerging technologies

Page 16: NITLE Shared Academics: Examining IT and Library Service Convergence

Potential Areas for Greater IT/Library Collaboration

Page 17: NITLE Shared Academics: Examining IT and Library Service Convergence

Challenges/Other Considerations Leadership

Maintaining a delicate balance

Incentive primarily to save money, reduce staffing, or trim numbers of direct reports

Outcome cannot be easily predicted with certainty

Page 18: NITLE Shared Academics: Examining IT and Library Service Convergence

Sampling of Convergence Readiness Conditions

Administrative dimension—extent to which administrative responsibilities, governance structures, and budgets are merged in ways idiosyncratic to institution

Page 19: NITLE Shared Academics: Examining IT and Library Service Convergence

Conditions for Readiness (cont’d)

Physical dimension—ways in which space for people, services, and functions are shared, as well as proximity of these spaces on campus

Page 20: NITLE Shared Academics: Examining IT and Library Service Convergence

Conditions for Readiness (cont’d)

Operational/collaborative dimension—extent to which IT and library staff and leaders already work cooperatively on projects, share financial resources, and delivery services jointly

Page 21: NITLE Shared Academics: Examining IT and Library Service Convergence

Conditions for Readiness (cont’d)

Cultural dimension—extent to which participants experience significantly separate organizational cultures, have evolved understandings about working together, or are actively developing joint values, service philosophy, and organic sense of purpose, and unified/shared service models

Page 22: NITLE Shared Academics: Examining IT and Library Service Convergence

Some Ingredients for Success Senior leaders help campus community understand

rationale/reasons for adopting convergence path

Campus community, especially faculty, understand why path was chosen and what expected and desired outcomes might be

Leaders must help staff of existing IT/library units understand value of integration for that particular institution–as well as define success

Encourage IT/library staff to visit/consult other institutions where convergence is succeeding

Page 23: NITLE Shared Academics: Examining IT and Library Service Convergence

Sample of Locations Employing Converged IT/Library Operational ApproachesAllegheny CollegeBates CollegeBeloit CollegeBrandeis UniversityBryn Mawr CollegeBucknell UniversityCarthage CollegeColby-Sawyer CollegeConnecticut College DePauw UniversityDickinson CollegeHamilton CollegeKalamazoo CollegeKenyon CollegeLafayette CollegeLake Forest CollegeLehigh University

Luther CollegeMount Holyoke CollegeMiddlebury CollegeOccidental CollegeOhio Wesleyan UniversityPacific Lutheran UniversityRhodes CollegeSt. Lawrence UniversitySt. Norbert CollegeSt. Olaf CollegeSewanee: The University of the SouthSouthwestern UniversitySUNY BrockportUniversity of RichmondUrsinus College (just adopting)Wellesley CollegeWheaton College (MA)

Page 24: NITLE Shared Academics: Examining IT and Library Service Convergence

CLIR CIOs Group

Informal group of about 25 liberal arts institutions with merged IT/library service organizations that routinely engaging in dialogue about these issues

Page 25: NITLE Shared Academics: Examining IT and Library Service Convergence

Thought Experiment

If we could completely redesign a user-centered information support model for our colleges, what would it look like?

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Discussion/Question & Answers:

Page 27: NITLE Shared Academics: Examining IT and Library Service Convergence

Some Suggested Readings

ACRL Research Planning and Review Committee (2012) “2012 top ten trends in academic libraries: A review of the trends and issues affecting academic libraries in higher education,” College & Research Libraries New, 73(6) (June): 311–320. Online at: http://crln.acrl.org/content/73/6/311.full (accessed February 6, 2014) 

Each trends includes a brief discussion and references to further reading. A follow up Environmental Scan 2013 document was based on this trends report. http://www.ala.org/acrl/sites/ala.org.acrl/files/content/publications/whitepapers/EnvironmentalScan13.pdf

 

Susan Grajek and the 2012-2013 EDUCAUSE IT Issues Panel (2013) “Top-Ten IT Issues, 2013: Welcome to the Connected Age,” EDUCAUSE Review, 48(3) (May/June): 31–57. Online at: http://www.educause.edu/ero/article/top-ten-it-issues-2013-welcome-connected-age (accessed February 6, 2014) 

Presents top-ten IT-related issues facing higher education institutions. Frames each issue with discussion and set of strategic questions.

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Suggested Readings (cont’d)

EDUCAUSE Online Library search results for “IT-library Merger” tag. Online at: http://www.educause.edu/ero/article/greater-sum-its-parts-integrated-itlibrary-organization (accessed January 29, 2014). 

Provides access to articles, reports, presentations, and podcasts on this topic.

 Chris Ferguson, Gene Spencer, and Terry Metz (2004) “Greater Than the Sum of Its Parts: The Integrated IT/Library Organization,” EDUCAUSE Review, 39(3) (May/June): 38–47. Online at: http://www.educause.edu/ero/article/greater-sum-its-parts-integrated-itlibrary-organization (accessed January 29, 2014). 

Provides brief overview of issues to evaluate before considering a merger of IT/library organizations.

Page 29: NITLE Shared Academics: Examining IT and Library Service Convergence

Suggested Readings (cont’d)

Susan Heid Culture Morph: Campus Technology. Chatsworth, CA: Campus Technology, June 1, 2007. Online at: http://campustechnology.com/articles/2007/06/culture-morph.aspx (accessed January 30, 2014). 

Offers brief overview of possibilities made available through library/IT collaboration.

Arnold Hershon (1998) “Integrating computer and library services: an administrative planning and implementation guide for information resources,” CAUSE Professional Papers Series #18. Boulder, Colorado: CAUSE. Online at: http://www.educause.edu/library/resources/integrating-computing-and-library-services-administrative-planning-and-implementation-guide-information-res (accessed January 27, 2014) 

Although published 16 year ago, many of the basic topics discussed and considerations raised remain relevant today.

Page 30: NITLE Shared Academics: Examining IT and Library Service Convergence

Suggested Readings (cont’d)

Christopher D. Barth (2011) Convergence of Libraries and Technology Organizations: New Information Support Models. Chandos Information Professional Series. Oxford: Chandos. http://www.woodheadpublishing.com/en/book.aspx?bookID=2098&ChandosTitle=1 This is the best single comprehensive, published source on this topic.

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Contact Information

Terry Metz www.linkedin.com/in/terrymetz/

[email protected]

(401) 529-0366 

Page 32: NITLE Shared Academics: Examining IT and Library Service Convergence

Graphics CreditsAll graphics from the Noun Project thenounproject.com

•Slides 1, 6, 31 – Jeremy J Bristol http://thenounproject.com/term/merge/11510/

•Slide 2 – Michela Tannoia http://thenounproject.com/term/book/25335/

•Slide 3 – NITLE http://www.nitle.org

•Slide 4 – Pieter J. Smits http://thenounproject.com/term/library/6857/

•Slide 5 – Thomas Uebe http://thenounproject.com/term/microchip/4955/;

Piotrik Chuchla http://thenounproject.com/term/graph/21531/

Brady Clark http://thenounproject.com/term/square-peg-round-hole/27142/

Andrew Forrester http://thenounproject.com/term/cloud-computing/2567/ (and Slide 11)

•Slide 7 – Ariel Liu http://thenounproject.com/term/poll/14229/

•Slide 8 – www.educause.edu and www.acrl.org

•Slide 7 – Ariel Liu http://thenounproject.com/term/poll/14229

•Slide 8 – Michela Tannoia http://thenounproject.com/term/book/25335

•Slide 11 – Simple icons http://thenounproject.com/term/chart/31051/

OCHA Visual Information Unit http://thenounproject.com/term/analysis/4187/

Duke Innovation Co-Lab http://thenounproject.com/term/mooc/27476/ (and Slide 12)

Leonard Ellom Quist http://thenounproject.com/term/change/26326/

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Graphics Credits (cont’d)• Slide 12 – Luis Prado http://thenounproject.com/term/money/11012/; OCHA Visual Information Unit

http://thenounproject.com/term/staff-management/4185/; San Salido Martinez

http://thenounproject.com/term/devices/23601/; Venkatesh Aiyulu http://thenounproject.com/term/wireless/6036/

• Slide 14 – Jakob Vogel http://thenounproject.com/term/evolution/3985/

• Slides 15 & 16 – SuperAtic Labs http://thenounproject.com/term/puzzle/22586/

• Slide 17 – Juan Pablo Bravo http://thenounproject.com/term/heavy-load/26964/

• Slides 18-21 – Hrag Chanchanian http://thenounproject.com/term/check-box/876/

• Slide 18 – Hubert Orlik-Grzesik http://thenounproject.com/term/gears/16876/

• Slide 19 – Michael V. Suriano http://thenounproject.com/term/museum/9491/

• Slide 20 – Duke Innovation Co-Lab http://thenounproject.com/term/collaborative-learning/27467/

• Slide 21 – Baruch Moskovits http://thenounproject.com/term/collaborate/30964/

• Slide 22 – Juan Pablo Bravo http://thenounproject.com/term/mountain-climbing/14893/

• Slide 24 – CLIR logo http://clir.org

• Slide 25 – Rediffusion http://thenounproject.com/term/question/29387;

Qing Li http://thenounproject.com/term/add-template/13005/; http://thenounproject.com/term/layout/13009/; http

://thenounproject.com/term/layout/13008/

• Slide 26 – Daniel Llamas Soto http://thenounproject.com/term/enigma-box/37899/

Page 34: NITLE Shared Academics: Examining IT and Library Service Convergence

Graphics CreditsAll graphics from the Noun Project thenounproject.com

•Slides, 1, 5, 33 – Jeremy J Bristol http://thenounproject.com/term/merge/11510/

•Slide 3 – Pieter J. Smits http://thenounproject.com/term/library/6857/

•Slide 4 – Thomas Uebe http://thenounproject.com/term/microchip/4955/;

Piotrik Chuchla http://thenounproject.com/term/graph/21531/

Brady Clark http://thenounproject.com/term/square-peg-round-hole/27142/

Andrew Forrester http://thenounproject.com/term/cloud-computing/2567/

•Slide 6 – Rediffusion http://thenounproject.com/term/question/29387

Qing Li http://thenounproject.com/term/add-template/13005/;

http://thenounproject.com/term/layout/13009/; http://thenounproject.com/term/layout/13008/

•Slide 7 – Ariel Liu http://thenounproject.com/term/poll/14229

•Slide 8 – Michela Tannoia http://thenounproject.com/term/book/25335

•Slides 10 & 11 – Venkatesh Aiyulu http://thenounproject.com/term/wireless/6036/

Simple icons http://thenounproject.com/term/chart/31051/

OCHA Visual Information Unit http://thenounproject.com/term/staff-management/4185/

Ugur Akdemir http://thenounproject.com/term/lock/1559/

•Slide 17 – Jakob Vogel http://thenounproject.com/term/evolution/3985/

•Slide 18 – SuperAtic Labs http://thenounproject.com/term/puzzle/22586/

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Graphics Credits (cont’d)

All graphics from the Noun Project thenounproject.com

•Slide 20 – Juan Pablo Bravo http://thenounproject.com/term/heavy-load/26964/

•Slides 21-24 – Hrag Chanchanian http://thenounproject.com/term/check-box/876/

•Slide 21 – Hubert Orlik-Grzesik http://thenounproject.com/term/gears/16876/

•Slide 22 – Michael V. Suriano http://thenounproject.com/term/museum/9491/

•Slide 23 – Duke Innovation Co-Lab http://thenounproject.com/term/collaborative-learning/27467/

•Slide 24 – Baruch Moskovits http://thenounproject.com/term/collaborate/30964/

•Slide 25 – Juan Pablo Bravo http://thenounproject.com/term/mountain-climbing/14893/•Slide 27 – CLIR logo http://clir.org

•Slide 28 – Froz http://thenounproject.com/term/meeting/28970/ Daniel Llamas Soto http://thenounproject.com/term/enigma-box/37899/