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Understanding
                                   the
                                  Dark
                                  Side
Stephen Abram, MLS
Stephen.abram@gmail.com
stephenslighthouse.com
California State University
1991-2013 Living on the Dark Side
The Complex Value Proposition




Smelly                             Or
Yellow                             Sex
Liquid                           Appeal?
Nouns
   Quantitative Focus               Qualitative Focus

   Books, eBooks                    Serve and Change

   Magazines                        Answer and Decide

   Websites                         Engage and Discuss

   Buildings, Branches              Link and Learn

   Rooms                            Entertain and Play

   Desks                            Tell a story

   Programs                         Do

   Nouns can be warehoused and      Action verbs imply dynamism
    ‘cut’                             and impact
Are you locked into an old library mindset?
A Verb . . . an Experience, enlivened for an Audience
A Noun . . . A foundation but not sufficient
    without professional animation
Grocery Stores
Cookbooks, Chefs . . .
Cookbooks, Chefs . . .
Meals
So What Should
           Our Library
         Priorities Be?
Remaining Relevant and Having a Positive Impact
Some Insights into
   Publishing and
         Vendors

                    Positives and Negatives
   Some of you will likely hear only one side
Employment in Vendor Land

   Thomson Electronic Publishing

   Thomson (TPP, etc.)

   Micromedia

   IHS

   ProQuest

   SirsiDynix

   Gale

   Cengage Learning
Librarians in Vendors

   Sales

   Marketing

   Training

   Product Development

   Testing

   Executive including CEO

   Editorial

   R&D

   Etc.
Ownership in Vendor Land

   Business Cycle

   Business Models (free and fee)

   Private Companies

   Public Companies

   Quasi-Public Companies

   Going Public

   Mergers & Acquisitions

   Equity Capital

   Venture Capital
Challenges in Vendor Land

   Copyright

   Ethics

   Licenses and contracts

   Case Law

   Lawsuits
       NatGeo, Tasini, etc. vs. ALA
       JSTOR, HathiTrust, Georgia, Aaron
        Swartz lawsuits
       Edward Mellen Press vs. Dale Askey,
        Scholarly Kitchen, etc. Threats
Research in Vendor Land

Making the Wager:

   Intense technology monitoring

   User experience, usability by end user vs.
    librarian (e.g. scholars, lawyers, etc. vs.
    Librarians)

   Focus groups, tracking data

   Market analyses (demographics, Millennials,
    Boomers, etc.)

   Trends and directions (Mobile, Cloud, etc.)

   Financial tracking (e.g. tax bases, enrolment,
    population changes, global opportunities, …)
Are librarians different? YES
   Have to pay attention to cost in order to unfetter
    information … issue of value

   Pagination, known item retrieval, title counts, print/e-
    copies rationalization of serials moving to books)

   More transactional than transformational

   Book output vs. scrolling

   Print vs. e-delivery

   Less workflow orientation (e.g. e-learning, PURLs, stored
    search, citations, etc.)

   Alignment (e.g. curriculum standards or readability)
    differs

   Generationally (aging, poor uptake of new professionals)
Differences in the Private and Public Sector
         Approaches to Development
Private Sector                                        Public Sector

 Competitive advantage is the ideal but cooperate     Collaborative advantage is the ideal but still
   on structural issues like standards                   compete

 Innovation is key to long-term existence             Good service is the key to long-term existence
 Focus on clients and marketshare
                                                       Focus on citizens and social contract
 Business strategies
                                                       Political agendas and government imperatives
 Responsibility to shareholders or owner/investors
                                                       Responsibility to funder and to citizens
 Increasing revenue
                                                       Wise use of tax dollars
 Risk oriented
 Economic success is a prime personal motivator       Risk averse

 Competitors, partners and allies                     Making a positive impact on society is a strong
                                                         motivator
 e-Business is the challenge
                                                       Other departments, levels of government, unions
 Focus on “results”
                                                       e-Government is the challenge

                                                       Focus on “process”
Vendor Culture
   Timelines and milestones

   Agile and Scrum, staying on the curve for device,
    browser, mobile, expectations

   Continuous learning and staff investment

   15% time

   Free vs. fee, competitive threats

   Quality, experience, relationships

   Volume, Quantity sometimes vs.
    comprehensiveness

   Rights are everything, layering, exclusives

   Quarterly and Annual results
Architecture

   Agile and Scrum

   SGML and XML

   Big Databases (really big)

   Big Data (Google and FB vs. library vendors)

   SaaS, PaaS, IaaS, etc.

   Standards Community

   Licensing (consortia, state, local)

   Ownership, Lease, Rental channels

   User experience vs. usability
Professional Development

   Myers-Briggs, Teambuilding

   Executive testing (and health)

   Crucial Conversations

   Performance planning and contracting

   Targeted technology training

   Supportive self-learning

   Town Halls (monthly)

   Yammer style continuous conversations
Frustrations from Other Side
   Poor evaluation procedures, group think

   Poor trials (often singletons)

   Too weak partnerships and sharing

   Too little cooperation, consortia, (territoriality
    and competitiveness) RFP
    ridiculousness, combative negotiation

   Little deep understanding of learning and
    knowledge acquisition

   Often see themselves as target user

   Often expect training to work

   Imperfect of the shift that is happening and the
    clear threats to academic business models
Key Current Issues

   “Be more like Google” LMAO, “Don‟t
    change”, Change . . .

   Discovery vs. Native search

   Strategic budgeting, risk avoidance

   Passive Aggressiveness

   ROI, ROE, valuing staff time at zero$

   Group Think

   Example: dysfunctional view of privacy…

   Taking Responsibility for Output
    (grads, published
    research, patents, commercialization, etc.)
Great Things

   OCLC LinkedData

   OCLC WorldShare

   Open API and vendor APIs

   DPLA

   EveryLibrary PAC, LibraryRenewal

   Repository mess, dark information

   Discovery Services (Summon, EDS…)

   Open Access and Open Source muting their
    religion and taking a better place
Are you on the „hits‟ train?
Big Shifts

   Journal runs to electronic

   Series to article targets

   Books to chapters and paragraphs

   DVD/CD to streaming media

   3D databases

   Text search to audio/graphic search

   Lists to visualization

   Massive reinvention of the textbook

   Course sites to e-learning objects & MOOCs
DATA
 Risk
QUALITATIVE INFORMATION

          versus




  QUANTITATIVE DATA
STATISTICS

    versus




MEASUREMENTS
What do we do
 when buyers
are asking for
data that does
not align with
 their goals?
Have Journal Prices Really Increased Much in the Digital Age?
(Scholarly Kitchen blog) http://bit.ly/11b3hP2
Excellent Metaphor

   “What if the only measurement of energy costs you
    followed was the price of oil, while everyone was shifting
    to cheaper and more efficient alternatives? And what if
    you completely ignored the fact that everything around
    you was using more and more power — your lights, your
    phone, your car, your heat, your media center? You might
    come to believe that energy is getting more expensive,
    when actually, it‟s price is rising relatively slowly while your
    usage is what is skyrocketing.

   The same thing might be happening with print journal
    prices and digital journal licenses…
Good Questions

   What if prices of the predominant journal
    form have actually been falling?

   What if we‟ve been measuring the wrong
    things, or measuring insufficiently?

   And what if the growth in expenses are not
    the result of price increases but a result of
    the growth in science?”
The Real Digital Story
   Print subscription prices are a misleading and
    inaccurate method for tracking library serials
    spending

   “. . . libraries’ spending on periodicals has
    increased three-fold while their collections have
    tripled in size”

   “Spending three times as much to get three times
    as much tells a very different story from the
    “price increases” story. . . .”

   Published article output has grown 3.5% to 4%
    per year since 1990

   Growth in research spending has been increasing
    by 3-4% per year

   In the US, spending on scientific research has
    more than doubled since 1990 (from $150.2 billion
    to $400.5 billion in 2010, in current dollars)
Numbers versus ROI

   “In the midst of all this growth, prices have
    risen modestly. Gantz notes that while the
    economy in the US from 1990 to 2010 grew
    at a compounded rate of 66.8% due to
    inflation, the effective price of an average
    journal is only 9% higher over the same time
    period. In the UK, prices have actually gone
    down by 11% since 2004.”

   “Price increases have been caused by more
    science, more papers, and more
    journals, not by price increases in licenses.
    In fact, per-journal prices seem to have
    peaked around 2000, and steadily declined
    from there, as shown by the black line in the
    chart below.”
What do we count and share?

   Titles

   Clicks

   Downloads

   Sessions

   Session length

   COUNTER, (Counting Online Usage of
    Networked Electronic Resources)

   SUSHI, Standardized Usage Statistics
    Harvesting Initiative

   etc.
Or should we measure?

   Was there improved customer satisfaction?

   Do librarians or types of end users have
    different values and behaviours?

   Did learning happen?

   Was there an impact on research or
    strategic outcomes?

   Did the patient live, improve, survive, thrive?

   Was the decision improved?

   Was the work product better. . .?
Algorithms

   Search differentiator

   Commercial algorithms versus those based
    on big data

   Measuring end user success versus known
    item retrieval…

   “Romeo and Juliet”

   Problems with the unmonitored trial
       Wrong tests
       Poor sampling
       Mindset issues
Sharing Learning and Research

   Usability versus User Experience

   End users versus librarians

   Known item retrieval (favourite test) versus
    immersion research

   Lists versus Discovery

   Scrolling versus pagination

   Devices and browsers and agnosticism

   Satisfaction and change

   Individual research experience vs. impacts on
    e-courses, LibGuides, training materials, etc.
Real Analytics
Focus and Understand on the Whole Experience
Inside Lego™ Pieces

   Foresee satisfaction and demographic data

   Impact studies or Counting Opinions

   Counter & Sushi data

   Database usage (unique
    user, session, length of
    session, hits, downloads, etc.)

   Google Analytics

   Search Samples

   ILS Data

   Geo-IP data
What kind of librarian are you? Critical thinker or Criticizer?
What is your library culture around change or innovation?
Being More Open to Change




           Be the Change We Want to See
The Library as Sandbox
„New‟ Library Cultures
  Support Your Team




Be the Change We Want to See
Being More Flexible




   Be the Change We Want to See
Being More Open to Risk




     Be the Change We Want to See
Being Open to
   a Mosaic of
    Solutions

 Are you more like a laboratory
  or a museum? A retailer or a
 carnival? A party of a morgue?
       What scale works?



Be the Change We Want to See
Being Open to Ambiguity




     Be the Change We Want to See
Be
     More
     Open
   to Social
 Technologies
      and
  Unintended
Consequences
         Be the Change We Want to See
Being Comfortable with Speed




        Be the Change We Want to See
Being Open to New Ideas




     Be the Change We Want to See
Let Go of Control




Be the Change We Want to See
Be Inspirational




 Be the Change We Want to See
Know What Makes Us Different




       Be the Change We Want to See
Tell Your Story:
   Until lions learn to write their own story,
the story will always be from the perspective
         of the hunter not the hunted.
Stephen Abram, MLS, FSLA
Consultant, Dysart & Jones/Lighthouse Partners
                              Cel: 416-669-4855
                    stephen.abram@gmail.com
                    Stephen’s Lighthouse Blog
                http://stephenslighthouse.com
  Facebook, Pinterest, Tumblr: Stephen Abram
               LinkedIn / Plaxo: Stephen Abram
                              Twitter: @sabram
                   SlideShare: StephenAbram1

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Csun april2013

  • 1. Understanding the Dark Side Stephen Abram, MLS Stephen.abram@gmail.com stephenslighthouse.com California State University
  • 2. 1991-2013 Living on the Dark Side
  • 3.
  • 4. The Complex Value Proposition Smelly Or Yellow Sex Liquid Appeal?
  • 5. Nouns  Quantitative Focus  Qualitative Focus  Books, eBooks  Serve and Change  Magazines  Answer and Decide  Websites  Engage and Discuss  Buildings, Branches  Link and Learn  Rooms  Entertain and Play  Desks  Tell a story  Programs  Do  Nouns can be warehoused and  Action verbs imply dynamism ‘cut’ and impact
  • 6. Are you locked into an old library mindset?
  • 7. A Verb . . . an Experience, enlivened for an Audience
  • 8. A Noun . . . A foundation but not sufficient without professional animation
  • 12. Meals
  • 13. So What Should Our Library Priorities Be? Remaining Relevant and Having a Positive Impact
  • 14. Some Insights into Publishing and Vendors Positives and Negatives Some of you will likely hear only one side
  • 15. Employment in Vendor Land  Thomson Electronic Publishing  Thomson (TPP, etc.)  Micromedia  IHS  ProQuest  SirsiDynix  Gale  Cengage Learning
  • 16. Librarians in Vendors  Sales  Marketing  Training  Product Development  Testing  Executive including CEO  Editorial  R&D  Etc.
  • 17. Ownership in Vendor Land  Business Cycle  Business Models (free and fee)  Private Companies  Public Companies  Quasi-Public Companies  Going Public  Mergers & Acquisitions  Equity Capital  Venture Capital
  • 18. Challenges in Vendor Land  Copyright  Ethics  Licenses and contracts  Case Law  Lawsuits  NatGeo, Tasini, etc. vs. ALA  JSTOR, HathiTrust, Georgia, Aaron Swartz lawsuits  Edward Mellen Press vs. Dale Askey, Scholarly Kitchen, etc. Threats
  • 19. Research in Vendor Land Making the Wager:  Intense technology monitoring  User experience, usability by end user vs. librarian (e.g. scholars, lawyers, etc. vs. Librarians)  Focus groups, tracking data  Market analyses (demographics, Millennials, Boomers, etc.)  Trends and directions (Mobile, Cloud, etc.)  Financial tracking (e.g. tax bases, enrolment, population changes, global opportunities, …)
  • 20. Are librarians different? YES  Have to pay attention to cost in order to unfetter information … issue of value  Pagination, known item retrieval, title counts, print/e- copies rationalization of serials moving to books)  More transactional than transformational  Book output vs. scrolling  Print vs. e-delivery  Less workflow orientation (e.g. e-learning, PURLs, stored search, citations, etc.)  Alignment (e.g. curriculum standards or readability) differs  Generationally (aging, poor uptake of new professionals)
  • 21.
  • 22. Differences in the Private and Public Sector Approaches to Development Private Sector Public Sector  Competitive advantage is the ideal but cooperate  Collaborative advantage is the ideal but still on structural issues like standards compete  Innovation is key to long-term existence  Good service is the key to long-term existence  Focus on clients and marketshare  Focus on citizens and social contract  Business strategies  Political agendas and government imperatives  Responsibility to shareholders or owner/investors  Responsibility to funder and to citizens  Increasing revenue  Wise use of tax dollars  Risk oriented  Economic success is a prime personal motivator  Risk averse  Competitors, partners and allies  Making a positive impact on society is a strong motivator  e-Business is the challenge  Other departments, levels of government, unions  Focus on “results”  e-Government is the challenge  Focus on “process”
  • 23. Vendor Culture  Timelines and milestones  Agile and Scrum, staying on the curve for device, browser, mobile, expectations  Continuous learning and staff investment  15% time  Free vs. fee, competitive threats  Quality, experience, relationships  Volume, Quantity sometimes vs. comprehensiveness  Rights are everything, layering, exclusives  Quarterly and Annual results
  • 24. Architecture  Agile and Scrum  SGML and XML  Big Databases (really big)  Big Data (Google and FB vs. library vendors)  SaaS, PaaS, IaaS, etc.  Standards Community  Licensing (consortia, state, local)  Ownership, Lease, Rental channels  User experience vs. usability
  • 25. Professional Development  Myers-Briggs, Teambuilding  Executive testing (and health)  Crucial Conversations  Performance planning and contracting  Targeted technology training  Supportive self-learning  Town Halls (monthly)  Yammer style continuous conversations
  • 26. Frustrations from Other Side  Poor evaluation procedures, group think  Poor trials (often singletons)  Too weak partnerships and sharing  Too little cooperation, consortia, (territoriality and competitiveness) RFP ridiculousness, combative negotiation  Little deep understanding of learning and knowledge acquisition  Often see themselves as target user  Often expect training to work  Imperfect of the shift that is happening and the clear threats to academic business models
  • 27. Key Current Issues  “Be more like Google” LMAO, “Don‟t change”, Change . . .  Discovery vs. Native search  Strategic budgeting, risk avoidance  Passive Aggressiveness  ROI, ROE, valuing staff time at zero$  Group Think  Example: dysfunctional view of privacy…  Taking Responsibility for Output (grads, published research, patents, commercialization, etc.)
  • 28. Great Things  OCLC LinkedData  OCLC WorldShare  Open API and vendor APIs  DPLA  EveryLibrary PAC, LibraryRenewal  Repository mess, dark information  Discovery Services (Summon, EDS…)  Open Access and Open Source muting their religion and taking a better place
  • 29.
  • 30. Are you on the „hits‟ train?
  • 31. Big Shifts  Journal runs to electronic  Series to article targets  Books to chapters and paragraphs  DVD/CD to streaming media  3D databases  Text search to audio/graphic search  Lists to visualization  Massive reinvention of the textbook  Course sites to e-learning objects & MOOCs
  • 33. QUALITATIVE INFORMATION versus QUANTITATIVE DATA
  • 34. STATISTICS versus MEASUREMENTS
  • 35. What do we do when buyers are asking for data that does not align with their goals?
  • 36. Have Journal Prices Really Increased Much in the Digital Age? (Scholarly Kitchen blog) http://bit.ly/11b3hP2
  • 37. Excellent Metaphor  “What if the only measurement of energy costs you followed was the price of oil, while everyone was shifting to cheaper and more efficient alternatives? And what if you completely ignored the fact that everything around you was using more and more power — your lights, your phone, your car, your heat, your media center? You might come to believe that energy is getting more expensive, when actually, it‟s price is rising relatively slowly while your usage is what is skyrocketing.  The same thing might be happening with print journal prices and digital journal licenses…
  • 38. Good Questions  What if prices of the predominant journal form have actually been falling?  What if we‟ve been measuring the wrong things, or measuring insufficiently?  And what if the growth in expenses are not the result of price increases but a result of the growth in science?”
  • 39. The Real Digital Story  Print subscription prices are a misleading and inaccurate method for tracking library serials spending  “. . . libraries’ spending on periodicals has increased three-fold while their collections have tripled in size”  “Spending three times as much to get three times as much tells a very different story from the “price increases” story. . . .”  Published article output has grown 3.5% to 4% per year since 1990  Growth in research spending has been increasing by 3-4% per year  In the US, spending on scientific research has more than doubled since 1990 (from $150.2 billion to $400.5 billion in 2010, in current dollars)
  • 40. Numbers versus ROI  “In the midst of all this growth, prices have risen modestly. Gantz notes that while the economy in the US from 1990 to 2010 grew at a compounded rate of 66.8% due to inflation, the effective price of an average journal is only 9% higher over the same time period. In the UK, prices have actually gone down by 11% since 2004.”  “Price increases have been caused by more science, more papers, and more journals, not by price increases in licenses. In fact, per-journal prices seem to have peaked around 2000, and steadily declined from there, as shown by the black line in the chart below.”
  • 41.
  • 42. What do we count and share?  Titles  Clicks  Downloads  Sessions  Session length  COUNTER, (Counting Online Usage of Networked Electronic Resources)  SUSHI, Standardized Usage Statistics Harvesting Initiative  etc.
  • 43. Or should we measure?  Was there improved customer satisfaction?  Do librarians or types of end users have different values and behaviours?  Did learning happen?  Was there an impact on research or strategic outcomes?  Did the patient live, improve, survive, thrive?  Was the decision improved?  Was the work product better. . .?
  • 44. Algorithms  Search differentiator  Commercial algorithms versus those based on big data  Measuring end user success versus known item retrieval…  “Romeo and Juliet”  Problems with the unmonitored trial  Wrong tests  Poor sampling  Mindset issues
  • 45. Sharing Learning and Research  Usability versus User Experience  End users versus librarians  Known item retrieval (favourite test) versus immersion research  Lists versus Discovery  Scrolling versus pagination  Devices and browsers and agnosticism  Satisfaction and change  Individual research experience vs. impacts on e-courses, LibGuides, training materials, etc.
  • 47. Focus and Understand on the Whole Experience
  • 48. Inside Lego™ Pieces  Foresee satisfaction and demographic data  Impact studies or Counting Opinions  Counter & Sushi data  Database usage (unique user, session, length of session, hits, downloads, etc.)  Google Analytics  Search Samples  ILS Data  Geo-IP data
  • 49.
  • 50.
  • 51.
  • 52.
  • 53.
  • 54.
  • 55. What kind of librarian are you? Critical thinker or Criticizer? What is your library culture around change or innovation?
  • 56. Being More Open to Change Be the Change We Want to See
  • 57. The Library as Sandbox
  • 58. „New‟ Library Cultures Support Your Team Be the Change We Want to See
  • 59. Being More Flexible Be the Change We Want to See
  • 60. Being More Open to Risk Be the Change We Want to See
  • 61. Being Open to a Mosaic of Solutions Are you more like a laboratory or a museum? A retailer or a carnival? A party of a morgue? What scale works? Be the Change We Want to See
  • 62. Being Open to Ambiguity Be the Change We Want to See
  • 63. Be More Open to Social Technologies and Unintended Consequences Be the Change We Want to See
  • 64. Being Comfortable with Speed Be the Change We Want to See
  • 65. Being Open to New Ideas Be the Change We Want to See
  • 66. Let Go of Control Be the Change We Want to See
  • 67. Be Inspirational Be the Change We Want to See
  • 68. Know What Makes Us Different Be the Change We Want to See
  • 69. Tell Your Story: Until lions learn to write their own story, the story will always be from the perspective of the hunter not the hunted.
  • 70. Stephen Abram, MLS, FSLA Consultant, Dysart & Jones/Lighthouse Partners Cel: 416-669-4855 stephen.abram@gmail.com Stephen’s Lighthouse Blog http://stephenslighthouse.com Facebook, Pinterest, Tumblr: Stephen Abram LinkedIn / Plaxo: Stephen Abram Twitter: @sabram SlideShare: StephenAbram1