Connecting Librarian

Here’s the notes from the afternoon session of Michael Stephen’s visit to Melbourne. Over 70 librarian, mostly not all from public libraries were presented with an interesting and informative session, with plenty of inspiration to take back to their libraries.

World is changing, especially in the last few years.  Its getting smaller, collaboration is happening on a scale that would not have been possible before.  It has changed the way we comunicate.

Web 2.0 is open, decentralised and participatory. Commonalities are open, participatrory, tags, comments, RSS, APIs.

Library job descriptions are also changing as a result. Just look at recent job advertisements - these positions did not exist a few years ago, because the technologies didn’t exist.  This is one way our profession is responding to these changes.

Open Source software is growing fast - it levels the playing field a bit, but requires staff and other resources to use and manage.  eg. Open Office, Inkscape, Trillian and Pidgin.  Open Office duplicates the functions of Microsoft Office (offer to ours users as an alternative?).

Surveying best practices:

Blogs - how many libraries have blogs?  Worth thinking about adopting if you don’t already have one.  Its a software tool, a content management system which is organised and archived chronologically by date.  With a blog, its all automatic without having to go through bureaucracy.  Newest news is at the top of the page, where your users eyes are going to land first. All you need is software, server space (can be hosted) and some HTML, time to blog and something to say.  What to say? - what’s new, programs and materials, new resources, conference reports - some librarians put their conference notes on their library’s public blog.  Blogging can be used to promote your content, ie databases, its fast easy and cheap and you can promote conversation.  Lamson Library uses Scriblio to get their Web Opac out in a blog.

Best practices - look around at other library blog and check out what features of them that you like. Find your voice/mission - what is your goal, how do you want to say it, listen to your users responses. Focus on content - configure it then let it work for you, focus on interesting content, reach out by covering users interests. Design - make it seamless between your library website and blog, make sure its always usable, keep your software current.  Share authorship - spread out the blogging, agree on voice and mission.  Post often and be succinct - keep it simple, make it printable. Have a style guide and train your staff to blog - give them help sheets on tagging etc.  Make sure they have time to do it!  Incorporate the blog into your site as well as possible and link to the catalogue as often as you can - link it to your homepage. Be transparent - blog your projects and plans, listen and respond to your users comments.  Use the blog as a platform for videos, images, RSS feeds,news, customize widgets.

For Librarian Bloggers - cite your sources and links, post often but have something to say, invest time, post your passions, blog nice, learn about your blog application - spam filters are necessary, information feeds in, flickr images fed in, polls etc.

Blogs can create the voice of the library, administrators should be involved, enable comments, participate!

Podcasting - easy to create with some simple open source tools ie. Audacity (OSS), iTunes, Garageband. Podcasts are syndicated via RSS - search iTunes for libraries. Kankakee Public Library podcasts their author visits.  All you need is a computer, Audacity and a microphone.

Best practices - use free tools like Audacity, involve staff who are interested and capable, monitor time and use (be sure you are getting ROI), podcast news, speakers, stories and more, current awareness, offer a place for others to try it!  Give users a place to record their own podcast!  or some other form of studio (ie video etc).

RSS - take content from one place and have it available in another place. Some ILMS offer RSS feeds on new additions to the catalogue - ie. books, videos/DVDs, audio etc.  RSS feeds can be the most time consuming thing you can learn about - saves you having to visit different blogs, you can use an RSS aggregator to have the content delivered to you.  With RSS you can keep up to date and put your library content in other locations.  Hennepin hacked their catalogue to provide RSS feeds for user generated searches - click through and place holds.  RSS has taken the place of SDI. eg. RSS feed of animal books on RSPCA website.

Best practices - decide if you want to build a portal or provide RSS feeds - train staff and users, ask vendors for feeds, develop a policy of displaying RSS on your website. Have a what is this for RSS on your website and embed the Common Craft videos from YouTube.

Wikis - an easy web page.  Mostly WYSIWYG, but some need basic coding (related to HTML). SJCPL found that most people were using local content more, so when they revised and created their subject wikis, those are the heading they retained. Don’t even have to use the word wiki in its use.

Best practices - play with a wiki (ie. PBWiki), monitor changes to the wiki, use it in classes and instruction.  Policy manuals, group edits on a report are common library uses.  SJCPL had a no wiki, where they recorded when they said no to users.  Each month they were reviewed and analysed to see where policy changes might be of use.

Instant messaging - usually text, but can be voice or video. All IM systems have a presence awareness system. “Faster IM” Computer in Libraries 2006 Stephens, M. “It can be cost effective means for any library to have a virtual reference presence in virtual spaces where our users already live!”  FASTER - Flow, ask questions, software, training, ease of use, return on investment (is high).  Meebo allows you to access multiple IM accounts via an online interface, or insert a widget into your webpage and allow users to IM you without an IM address (library has to have one).  Meebo benefits - no viruses, multiple services at once, voicemail for the web.

Best practices - promote the service, add you IM to your publicity, use a consistent naming scheme for all clients, use away messages effectively, use all your resources to answer questions.

Make IM part of your policy - fold it in to the reference desk duties.   People are usually happy to wait when the library is busy.

Flickr - a way of putting a human face on the library (photos). Another example of a social network, enabling tags, comments and being fed into other sites via links, widgets etc. Can use a flickr set for a library tour - including behind the scenes.

Best practices - allow flickr to be accessed on your public computers, tag-note-comment, create a useful profile page for your library, tell stories, make the library human,capture events-buildings, speakers, be mindful of little people etc.  Use it to be out there - experiment with Flickr toys too!

The Big Picture - best practices for social software
Meet the mission - convey the mission.  Ground your use of social software in the mission and vision of your library.  Use it to further the library mission and to meet your long range plan. (Maraine Valley College podcast page)

Prototype - great for roadblock builders, use it for education and planning, it demonstrates a need. Create a sandbox and get staff to play with it.  Use Ning to create a social network. (do it at State level for our library sector?).

Comments - enable it, moderate if needed, participate and ask vendors to give us this functionality.

Invite participation - allow comments, offer RSS feeds, aks surveys to do something - surveys, polls etc.

Give physical services a virtual space - ie. give the book club a blog, do an audio tour of the library.

Create social spaces for real time access to the tools - ImaginOn - Studio I for animation, make stations available for podcasting, video creation, blogging.

Be human tell stories - we have great stories to tell in libraries.  ie. Storypalooza - Gail Borden Library  YouTube contest - Denver Public Library.

Replace or remove outdated methods - NetFlix, Book Swim (mail delivery of items).  Topeka and Shawnee County Library mails holds to users - have a budget line for this.

Admin buy-in and use is PRICELESS.  Josie Parker at AADL and Louise Berry at Darien both blog.  But Staff buy in makes it HAPPEN!  Getting staff buy in can be helped by a Learning 2.0 program.  Also LISTEN to your staff and get their buyin.
Extra info coming from questions:

Sample policies may be available through Web Junction or the Library Success Wiki.

Seed your social sight with entries or comments to set the tone.

Michael says the future of our catalogues will incorporate both formal library subject headings as well as users tags.

Need to seriously consider how we want our presence to be available on the converged device ie. mobile phone.  iPhone is allowing normal web page browsing, next generation of phones should be the same.

Cross promotion between neighbouring facilities - Dutch example of library having recipe of the month and food market across the road displaying the ingredients for that recipe.

Had a great day at Hennepin County Public Library (HCPL) on the outskirts of Minneapolis, Minnesota. HCPL has a great team managing their web services. They have 4 librarians working on web development (all former adult, teens or childrens librarians), 2 programmers who are also librarians, an intranet staffer, a support staffer and an Office products trainer. All ILS and PC management are handled by their network services department, which is large to enable to manage all their PCs at their 26 branches.

Sharon McGlinn, manages their new Book Space, the adult reading area. It comprises booklists, forthcoming books (hugely popular), new materials, book club information, find a good book advisories. Sharon worked with 5 adult services librarians to develop the goals for Book Space, then worked with their graphic designer to produce the look and then with Glenn Peterson, one of their developers to get the required functionality.

Their webpages are mostly dynamic, database driven. They have one blog for the Book Space page, but their categorisation determines which genre page the feed will go to. Glenn has developed staff templates to simplify the adding the adding of blog content. Sharon keeps the site current by sending reminders out to staff, including suggestions for contributions - they need to keep the content dynamic. The challenge is to find people who will be passionate about the website and contribute to it.

Glenn Peterson developed a booklists admin function with their ILS, to simplify the generation of booklists. It uses the bibliographic numbers from the catalogue, cover images from Syndetics and a preview facility to see how it looks before going live. Book Space also includes topselling lists, book club info and user created booklists - only need a username and password to add one. Each staff generated booklist includes more the of the same type authors, related lists, awards lists, Syndetics content and live links to the catalogue. User generated lists pulls content from the catalogue, they can add comments and make it public or keep it private. Sharon then chooses appropriate user generated booklists to be rotated through the Book Space homepage as a highlighted list.

Where forms aren’t in use, they use Dreamweaver for webpage editing. Their website gets over 140,000 requests per week, with 12-15,000 individual visitors each month. They have submission guidelines for user created booklists, which now number more than 200 (in less than 2 months). They are now looking at their options as to how to manage these booklists, as it has turned out to be wildly popular.

Book Space also contains their audio book information, both linking to their audio CD collection and their downloadable audio - which they get through NetLibrary and Overdrive, so only for MP3 formats, not iPods. Their research books and authors sections links to relevant databases and websites. Book Clubs list needs to be further developed, Sharon is looking to get the book clubs themselves to contribute content. The book clubs can reserve the kits online, by title, by date of availability and more (another script from Glenn).

Christine Clifford took me through Reference services. They use Tutor.com’s “Ask a Librarian” software. It runs 24/7 – they contract Tutor.com to answer questions during the hours that HCPL staff are not available. Have offered this service since 2001 and has been 24/7 since 2002. They get between 350 and 600 questions a month, depending on time of year – email reference gets about 25 a day. They had 10 million visits to their website last year.

Librarians throughout the service are scheduled to monitor the service, with 55 currently on the list to provide the service, mostly one at a time, but two librarians at peak time, with backups as required. The schedule is posted on the Intranet.

They are trialing IM in house at present, using Microsoft Office Communicator between their Reference Work Group and Web Services Team, mainly chosen because it works with Outlook. They are testing Trillian for use with their future IM Reference service and are also looking at the Meebo widget – working through some issues with this at present.

Their Research and Reference page contains their subject guides. Each topic shows the most popular databases and websites for that topic first, then other content, which is automatically generated. To avoid the generalist databases coming on top with for all sub-topics, they skew the criteria so that only the most relevant content appears there. Topics are further broken down into sub-topics. A librarian is in charge of each topic and their image appears on the page with tips on information seeking on that topic or events etc, which are changed regularly. 42 librarians contribute to the 29 topics in this section.

The sidebar on each page contains pre-packaged catalogue searches, e-books links, news headlines, available classes, events, the facility to change topics or subjects via a drop down menu and more. They are looking to upgrade the 2 year old pages, with the recent purchase of a federated search tool. They are considering changing the librarians’ snippets to a blog, which will be easier to manage and enable archiving of the content.

HCPL has a number of web tools available to all staff, which have been developed in-house to make contributing content fast and easy, they don’t need to have any coding or HTML type skills.

Marilyn Turner, head of Web Services shared her experiences with getting their web services going and how they keep up the momentum. The Web Services department is located close to the ILS and Network staff. They have to work closely with them – systems need to be accessible, upgrades and backups need to be carefully scheduled (an issue when they first went 24/7 on Ask a Librarian). The Web Services Team also works as a bridge between IT and branch staff, whom they work closely with on content.

She recommends reporting on what can be done and to pick things that will make an impact with the staffing you have available. Take it on the road to decision makers to show the great things you are doing – eg. Online memberships, they now get 500 applications and amendments each month. Public libraries are there to serve all in their area, not just the people who come in the door. Need to have your web services staff at the table – have a representative on all teams, as web services covers all branch provided services. They have expanded ownership of the website by having librarians contribute content to booklists, subject guides etc and the simple web tools they use make it easy for them to do so. They have noticed a changed culture as a result of this, with librarians sharing ideas, content and inspiration. This is of huge benefit to library users, as shown in their increasing stats. Over 100 mostly librarians are contributing content to the website (150 librarians out of 500 staff at HCPL). Get started with new, enthusiastic people as contributors.

Internally, each department has its own blog – 5 divisions and the Directors office. Some sub divisions also have their own blogs, others just use the administration blog. They have found it to be a better communication tool than email, because it doesn’t have to be kept where it clogs up the email client, the posts are searchable and archived. They are also looking at using wikis for some of their manuals, rather than putting them up through their CMS.

Web Services is about providing the tools to make contributing easy. The focus is the content, not the technology. End of part one - that was all just until lunch. More in next post, so stay tuned.

An amazing service is provided from the lower area of ImaginOn. Storytimes to go (STG) provides pre-literacy kits for preschool teachers and carers. The kits are themed and aimed at getting children interested in reading. The kits have 8 to 12 picture books, a booklet of original activities written by the staff (of 4), flannelboard activities, recordings of activity songs, a puppet or educational toy and a family activity sheet. They also have art kits, adversity kits which explain cultural diversity, meet the author kids (including one on Mem Fox) and bilingual (English/Spanish kits). They have over 560 kits on over 100 themes.

The way it works: a teacher from the local county contacts them. They must first attend an orientation workshop where they learn the rules, about the kits and how to use them and how to care for the materials. Once they have completed orientation, they get the list of themes. The teacher calls and asks for a kit, STG sends the kit to their nearest PLCMC kit to collect. They have it for 4 weeks and all loans are managed from the STG office. There no overdues on the kits and late kits are returned after a follow up phone call. STG also offers workshops on storytelling and other skills.

They have now expanded their services to their website. Between 1000 and 2000 free activities are available online over 50 themes, with more being added which will eventually number between 150 and 200 themes. This is all the supporting material that is available within the kits. Teacher resources are also available.

I spent the afternoon talking with Chuck Rigney - Web Services Manager about PLCMC’s internet presence. If you haven’t checked out the PLCMC websites, you really should and allow some time to do so, as they have so much content online. They have 16 websites with their own domain names plus their intranet. Initially they got the domain names because they didn’t want people to know it was the library providing the content. They are considering leveraging the content back to the PLCMC website, but may keep the domain names.

Web Services comprises Chuck, with 2 developers and a graphic designer based in their Main Library. They have 5 active web teams who provide the content for their website, each with a different focus and comprising 6 to 8 people. They focus on book reviews, childrens, adults etc and meet monthly with someone from Web Services attending every meeting. Unlike other teams at PLCMC, these are not arbitrarily rotated - librarians move on when they want a change. When this happens, their position is internally advertised and potential members can be interviewed.

They use Active server pages and built the interface themselves, making it flexible and adaptable. It may take longer than off the shelf packages, but they get exactly what they want. The IT department maintains all their servers in-house, for the website they have 2 production servers and a development server. A recent access issue resulted in content being split between the 2 servers and a clean-up of superseded files which resolved the issue. Apart from the PLCMC website, the others use templates to call on the content from the database as required.

Some content has been developed off-site as it came for a grant - including the Smart Collection and Hands on Craft. StoryPlace is by far their biggest website, so now has its own T1 line to manage the traffic. They have considered hosting it out due to the bandwith requirements.

Looking at new options, such as creating content in a blog and then pulling content from the RSS feed into a HTML webpage.

Their Intranet was developed in-house and is 6 years old. They will be updating the look and functionality soon, getting complaints about not being able to find things. At present Chuck is the only one updating the intranet, they want to share the content management and are considering replacing it with a wiki.

They use a system-wide calendar, with the branches entering all their own data. Proprietary software then pulls this content from this and into the website. On their intranet they have a link on each page, “Does this need an update” and the equivalent on their webpages “Comment on this page” which is on the same level as the breadcrumbs, which enables their users to easily let them know of any problems on a Intranet or webpage.

Their latest website design, which was launched last year, was user tested. They took the 2 prototypes of the website which they designed in-house and a consultant user tested it with focus groups. The feedback included: patrons interested in their local branch, not the wider service, wanted to see people, not buildings. As a result, users can set their local branch and its info as their homepage, but as a result they can miss out on regional happenings as it appears further down the page. They have over 1600 individual webpages, although some were created for one off events and have yet to be removed from their servers. The main PLCMC is the biggest in terms of pages and management as the others use dynamically driven content.

They used to host external websites, but it became too expensive for them to do so. They may consider doing it again if it was revenue generating.

Chuck ensures that he and his team have time to play, learn and find out what’s out there on a daily basis. Its the best way to ensure that they stay current and are using the best means and options for their websites. They are looking to use more of the Library 2.0 tools to add more functionality to their website, particularly patron content, including patron comments on their catalogue (Sirsi-Dynix’s Horizon ILS).

A project from Cuyahoga County Public Library.

Patron needs were changing, the library profession was changing as was library service. Device evolution put pressure on staff who were uncomfortable with the new technologies. Needed to adapt staff, services and website to meet the changing needs of their community.

Wanted more than a site, wanted a portal, a customisable experience that enabled them to access the same services that they would experience in the virtual library. Wanted people to enjoy and dwell in the space, so the experience needed to be multi-faceted. Wanted to be able to draw in new audiences and that would allow them to partner with more community organisations.

They wanted to integrate web content, catalogues, databases, news and events, calendar features, branch info, and web 2.0 tools. Also wanted to know what their users wanted, they were just guessing. Put out an RFP to help them to develop the site and get a CMS in place to manage it all.

The process:

• discovery - internal constituent focus groups, customer focus groups, competitive research, best practice analysis, recommendations, wire frames
• strategy - mini portals (subjects, demographics, branches), CMS which now has 200 contributers and includes blogs, RSS and mobile CSS, event functionality, audience segmentation, enhanced search functionality, ended up with an out of the box CMS (Ektron) integrating with their III catalogue, Federated Search (Webfeat), text messaging, email (Exact Target), Online Store (CT Pro), Digital Assets (Fedora), Fundraising (e-commerce)
• design - focus groups wanted inspired, functional, intuitive, accessible, integrated, efficient, integrated, energetic, supportive, innovative, realistic, scaleable
• development - created subject and demographic portals, which dynamically pulled in events from the calendar and incorporated blogs and a relevant link collection, have segmented audience email - subject interest and geographic relevant info sent to patrons, sent 90,000 text messages for holds/overdues etc.
• launch/promotion - through print advertising, radio advertising, newspaper features = results blog readership up 40%, homepage visits up 64%, then named Ektron site of the year.
• evolution - platform defines the functionality, think ahead to where the web is going, memberships are the driving force behind web 2.0, libraries as a prime mover in new technology, additional features - metadata, federated search, geomapping, data portability.