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Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene Spencer Consulting

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Page 1: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost

April 27, 2011AMICAL ConferenceBeirut, Lebanon

Gene SpencerGene Spencer Consulting

Page 2: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Copyright

Copyright Gene Spencer, 2011. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Page 3: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

An Introduction• Consulting for Higher

Education IT and Library Communities▫ Assessments▫ Organizational development▫ Leadership development▫ Service alignment▫ Facility renovation▫ Change management

• Former Chief Information Officer at Bucknell University

Page 4: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

How Our 4 Sessions Fit Together:

•Today’s Keynote – Collaborative Activities between the Library and IT

•Sabrina’s Keynote on Thursday – Embracing 21st Century Challenges for College Libraries

•Thursday’s Workshop(s) – Building IT/Library Collaboration within the Changing Institutional Landscape

•Friday’s Keynote – The Collaboration Imperative (What We Learned and Next Steps)

Page 5: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

How Our 4 Sessions Fit Together:

•Today’s Keynote – Collaborative Activities between the Library and IT

•Sabrina’s Keynote on Thursday – Embracing 21st Century Challenges for College Libraries

•Thursday’s Workshop(s) – Building IT/Library Collaboration within the Changing Institutional Landscape

•Friday’s Keynote – The Collaboration Imperative (What We Learned and Next Steps)

Page 6: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

How Our 4 Sessions Fit Together:

•Today’s Keynote – Collaborative Activities between the Library and IT

•Sabrina’s Keynote on Thursday – Embracing 21st Century Challenges for College Libraries

•Thursday’s Workshop(s) – Building IT/Library Collaboration within the Changing Institutional Landscape

•Friday’s Keynote – The Collaboration Imperative (What We Learned and Next Steps)

Page 7: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Our Goals Today, Thursday & Friday

•Consider our joint challenges•Highlight the need for greater Library/IT

collaboration•Encourage collaborative activities•Identify potential barriers to collaboration•Describe conditions conducive to

collaboration•Undercover opportunities for collaboration•Consider organizational commitments

Page 8: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Challenges of Our “Business”

•Our Library & IT organizations face extreme challenges

•Our Institutions themselves face extreme challenges

•Resources will not keep up with demand

•We (IT & Library) will still be expected to meet and exceed expectations

“The future ain’t what it used to be…” Yogi Berra

Page 9: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

These are Difficult Times…

When times are tough, human nature leads us to…

•Stay within our comfort zones•Turn inward to our strengths•Work on the things we can control

Where does this keep us?

More of the Same…

Page 10: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

But Difficult Times…

Require us to

do different

things and do

them

Differently…

Page 11: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

What’s Changing?Financial Crisis

Changing Student Demographics

High Cost of Education

EverythingDigital

Access vs. Ownership

Changing PoliticalLandscape

ClimateChange

New Disciplinesof Study

Greeningof HE

Peer-to-Peer Sharing

Remote Learning

MobileDevices/Apps

DigitalScholarship

Expectations and Demands on US

Student Habits RemainingRelevant?

Security

Retention

GlobalCompetition

Commercial Competition

Page 12: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

What’s Changing?

On New Frontier for Archives, British Library Purchases Poet’s 40,000 E-Mails… Wendy Cope’s archive is a contemporary hybrid containing both digital components and good old-fashioned literary material, such as school reports and notebooks.

25 April 2011

Page 13: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

To Be Sure•The disciplines of the Library and IT have

changed drastically over the past 10 years•So have the needs, wants, and expectations

of…▫Prospective students and parents▫Students▫Faculty▫Administration▫Accrediting bodies

•Our disciplines provide us with strong visions of who we are and how/what we contribute!

Page 14: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

To Be Sure•The disciplines of the Library and IT have

changed drastically over the past 10 years•So have the needs, wants, and expectations

of…▫Prospective students and parents▫Students▫Faculty▫Administration▫Accrediting bodies

•Our disciplines provide us with strong visions of who we are and how/what we contribute!

As our w

orlds s

hift,

please co

nsider

3 Underly

ing

Themes

Page 15: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Our Vision of our Mission/Role…

See our Mission/Role through an institutional

lens.

Page 16: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Our Vision for Our Services…

See Our Services through their eyes.

Page 17: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Our Historical Roles…

See them with

respect…

while we plan for a very different

Future!

Page 18: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

A Greater Good?Transform

Liberal Education

Transform Institution

Better Serve

Students

Improve Recruitment/ Retention

Make IT Relevant

Make the Library

Relevant

Support Distant

Learners

Solve Basic Service

Problems

Make Learning Visible

Samples of “motivating factors” from the Institution’s Highest Levels

Page 19: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Change Efforts: 5 Stories1. The Learning Commons2. Organizational Realignment3. Supporting Digital Learning and

Research4. Re-Thinking the Library5. Realigning Services and their Provision

Page 20: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

1. The LearningCommons

Page 21: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

2. Organizational Realignment

President

Provost

Library

CFO

IT

President

Provost

Associate Provost/CI

O

Library IT

Page 22: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

3. Supporting Digital Learning & Research

Page 23: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

4. Re-Thinking the Library

Page 24: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

5. Realigning Services & Their Provision

Page 25: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Change Efforts: Each Situation

• Appropriate for the institution• Seen as an “institutional transformation”• Managed in a very different way

• Required significant collaboration between the Library and IT

Page 26: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Barriers to Collaboration

NoCollaboration

Page 27: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Barriers to Collaboration•Lack of Time/Energy•Perceived Lack of

Need•Service Differences•Division of

Responsibilities•Cultural Differences•Pride No

Collaboration

•Indifference•Old Wounds•Lack of Respect•Poor Relationships•Tenuous

Commitment

Page 28: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

A Truly Collaborative Environment

Page 29: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

A Truly Collaborative Environment

Project Variables•Defined goals and

objectives•Leadership

agreement•Allocated resources•Communication•Problem

identification and resolution

Page 30: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

A Truly Collaborative Environment

Project Variables•Defined goals and

objectives•Leadership

agreement•Allocated resources•Problem

identification and resolution

•Communication

Org/Personal Variables•Join as full partners•Mutual commitment•Trust and respect•Understanding other

commitments•Assuming the best•Bi-directional support•Letting go of the past

Page 31: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Possible Collaborative Ventures1. Leveraging use of the Learning

Management System2. Creating complementary Library/IT services3. Maximizing the use of technology by the

Library4. Building effective digital repositories5. Supporting multi-media projects6. Curating research data7. Supporting faculty development using IT

and digital sources of information8. Campus-wide identity management project

Page 32: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Possible Collaborative Ventures9. Supporting digital literacy and data

visualization10.Expanding the use of Geographic Information

Systems across the curriculum11.Supporting a capstone experience or other

curricular priorities12.Creating/managing a platform for ePortfolios13.Planning for the shift from print to digital

resources14.Considering the impact of eBooks and

eTextBooks15. Jointly sponsoring events for faculty and/or

students16.Developing a campus-wide portal

Page 33: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Why Library/IT Collaboration?Parallels?

Page 34: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Why Library/IT Collaboration?Many natural parallels:• Visibly contributing to the campus;• Both are service-oriented organizations;• Serving largely the same audience;• Enhancing teaching, learning, and research;• Providing secure access to protected information;• Servicing significant transaction volumes;• Engaging many student employees;• Having a major impact across the institution; and• At a significant overall cost.• And their organizations are both being transformed

by the digital revolution!

Page 35: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Furthermore

•Both IT and the Library have a unique perspective…

•That could naturally enrich the other!

Page 36: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Typical Benefits of the Library• Service-driven mentality• Concerned with providing access (often of protected

information)• Sharing resources between institutions• Providing access to resources from outside vendors• Outsourcing key functions• Creating great relationships with faculty and

students• Communicating well• Using the “reference interview” to determine needs

Page 37: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Typical Benefits of IT• Service-driven mentality (although different)• Concerned with protecting information (that

is accessible to many)• Quickly adopting new tools and resources• Managing robust production systems• Taking advantage of open-source tools• Leveraging campus-wide standards• Contributing to multiple aspects of student

life• Actively wrestling with issues of mobility• Considering issues of identity management

Page 38: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Viewing these Organizations…

From the positive frame:•There are many

opportunities to leverage each others’ strengths; and

•Many possibilities for beneficial collaboration, and;

•The institution will be better for it!

Page 39: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

So How?

It only takes 2:•Interaction between 2 invested

individuals or•Commitment of 2 leaders or•Understanding of 2 organizations…•And the definition of relationship and a

reason!JOINT COVENANT FOR SUCCESS

Page 40: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Questions and Discussion?

Page 41: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Let’s Talk about Tomorrow

•Together with some Presidents and CAOs•Sabrina’s Keynote will focus on 21st

Century Challenges for the Library•I will add some challenges for IT orgs•During the workshop (9-noon, and 1-3pm)

we will have an opportunity:▫Understand where they are leading the

institution▫Reflect on how our work (and

collaboration) fits in•Together, separate (10:30-noon), and

together

Page 42: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Thank You!

•Gene Spencer•Gene Spencer Consulting•Danville, Pennsylvania USA•[email protected]

Page 43: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

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Page 44: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Program – Keynote on Wednesday

Collaborative Activities Between the Library and IT – Creating Value Beyond the CostGene Spencer offers an overview of the state of IT-Library cooperation, collaboration, and interaction during times of dramatic change at our institutions and within higher education.  We will discuss reasons we might collaborate, the value of working together, and what it will take to become effective partners in efforts with real campus impact.  The conversation will also help set the stage for our workshop on Thursday, and also prepare us for what we might hear about real institutional needs from our Presidents and Chief Academic Officers who will join in that conversation.

Page 45: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Program - Workshop on Thursday

Building IT-Library CollaborationYour Library is providing important collections, tools and support to help students and faculty find, create, manage, and use the information they need -- information that is increasingly digital in form. Your IT department provides critical infrastructure, tools and support that allow students and faculty to create and work with digital information in the ways they need -- ways that increasingly require critical thinking and intellectual structure. When these two organizations recognize that they are working in parallel toward shared educational goals, they can leverage their talents and accomplish great things. This workshop will help Presidents, Chief Academic Officers, IT staff, and Librarians identify common Library-IT goals under the university's mission, as well as explore concrete ways in which they can help their groups work more effectively together.

Page 46: Collaborative Activities Between the Library and IT – Creating Value Beyond the Cost April 27, 2011 AMICAL Conference Beirut, Lebanon Gene Spencer Gene

Program – Session on Friday

The Collaboration Imperative - What We Learned & Next StepsOur discussions about the many challenges faced by Library and IT organizations and the opportunities for these critical organizations to work together in accomplishing important work for the institution require us to do more than talk.  Desires must be turned into commitments, and words must be turned into actions.  This keynote will allow the presenters to highlight ideas and concepts from the conference's other conversations, as well as our rare opportunity to hear from Presidents and chief academic officers, to find a means of collaboration that can be meaningful to your institutions and beneficial to your organizations.