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Hurricane Florence from NOAA

Hurricane Florence from NOAA

UNC Greensboro is now closed for Hurricane Florence. It’s getting a little breezy this morning but the storm is still far from this part of the state. We are of course concerned about the students and staff down at the coast. (UNC Wilmington has been closed all week.) Several business vendors have emailed me today asking how we are doing – very nice of them.

I’m covering chat reference this morning with a few colleagues and should be working on a couple of articles, but instead am trying to get this blog post up before walking over to the local retro arcade in the afternoon for some R&R. The post begins with tracking down the origin of an interesting phrase.

What is the “Lean Liaison Model”?

I first learned this phrase through the below article, which I briefly reviewed in July:

Mapping information literacy using the Business Research Competencies
Heather Howard, Nora Wood, and Ilana Stonebraker
Reference Services Review, (2018) (no vol or issue #?)
https://www.emeraldinsight.com/doi/full/10.1108/RSR-12-2017-0048

Nora Wood was writing about her business liaison work at the University of South Florida. (She is now at Emory.) Quoting myself quoting Nora in that previous blog post:

The article’s discussion section includes a paragraph on liaison workload issues. Nora writes “At the University of South Florida, providing comprehensive support across all departments in the business school is not feasible owing to the size and structure of the existing library liaison program.” My situation too (although Nora covers around 5,500 business students, about 1,400 more than me, but that’s still way too much). “This lean [liaison] model results in inconsistent coverage of the whole business curriculum and limits the number of new projects that can be pursued.” Therefore partnerships across the business school are essential to support school-wide business research skills.

“Lean liaison model” is an interesting way to describe a liaison role involving many thousands of students and the associated large number of faculty.

I searched Library Lit and Google Scholar for other uses of that phrase. Nora and Melanie Griffin used it in a Charleston Conference program, written up in an open access conference proceedings: “Liaison Librarians in the Know: Methods for Discovering Faculty Research and Teaching Needs”.

Melanie also used the phrase in a 2017 College & Undergraduate Libraries article, “Shifting expectations: Revisiting core concepts of academic librarianship in undergraduate classes with a digital humanities focus”.

I asked Nora if she came up with the phrase, but she said she didn’t think so. I then asked Melanie (Special Collections Librarian at USF). Melanie isn’t sure who came up with the phrase either. So let’s just credit both of them. Thank you, Melanie and Nora, for giving me a green light to focus on this phrase in a blog post.

My lean liaison situation

Melanie and Nora’s writing made me think about my own liaison situation. I began at UNCG in 2001, serving three of the four departments in the business school plus the Consumer Apparel and Retailing Studies department, which was in a different school back then.

In 2001, total number of students I was responsible for: about 1,700.

In Fall 2017 (most recent department-level enrollment data): 4,116.

That’s the total number of students in the six departments now comprising the business school, plus the Geography department. I’m not counting the cross-campus Entrepreneurship minors nor the interdisciplinary Environmental Studies program, but those students contribute to my work load too.

In Fall 2017, UNCG had 19,922 students. So I’m responsible for a little over 20% of the campus.

In 2017, the business school had 112 faculty (full time plus part time). Geography had 14 (a lot compared to the small number of students it serves; GEO has a PhD program but so do three of the six business school departments).

We have 12 subject liaisons in the UNCG University Libraries. If we all had the same number of students, we would each serve 1,660 students. However, to be fair, some of our subject liaisons also have major functional roles (first year instruction, online education, e-resources, data, etc.) and others are also department heads.

Library faculty positions at UNCG have been increasing – our collections budget is smaller than that of many of our peers, but we have more staffing than most – yet the emphasis on new liaison positions here has been on functional roles. For example, we hope to hire three new functional liaisons this school year: GIS, Scholarly Communication, and Student Success. I’ve spoken and written a bit about subject v. functional liaison roles.

Meanwhile, we are hiring a replacement science librarian this fall, but have no plans (as far as I know) to create any new subject liaison positions in response to big campus growth.

Not alone?

Yes, this post might now sound whiny. I do really like my job and the opportunities it provides, plus the friends I have made in the library, business school, and across campus. I have chosen not to pursue other openings, including a recent one that would have resulted in a much shorter commute. But still, 4,000+ students? Come on.

There are a bunch of colleges and a few universities in North Carolina that have total enrollments less than the size of the UNCG business school. And the libraries at those schools have more than one subject liaison.

Many flagship campuses that don’t have a separate business school library also have business librarians responsible for many thousands of students and many faculty. Sometimes those librarians are also assigned other social science departments. Crazy, but some of those libraries don’t seem to have a liaison model that focuses on teaching and consultations, our focus as UNCG subject liaisons.

[Evening update: a business librarian friend of mine (also “Engagement Librarian for international students”) told me she is responsible for 9,223 business school students at her university. Wow.]

How to handle a lean liaison model

Well, there’s a lot that could be written about working within the lean liaison model. More than I’m probably willing to address today. (The Sopranos pinball game has a siren song. Although that siren cusses up a storm — definitely don’t let your kids play that game.) Here are some main points to get started.

1. Accept that you can’t do it all. You have way too many students and faculty. It’s impossible.

2. Your time is particularly limited if you do any embedded work. Proactive and high-impact engagement is very time consuming. So is relationship building with faculty, deans, and other key stakeholders.

3. So be selective in your liaison work. Where can you have the most impact? Identify both the easy low-hanging fruit and as well as the high-impact, high-visibility classes or programs or experiential learning initiatives you could engage.

4. As with online education, well-designed LibGuides and video tutorials can help a lot, especially for lower-level classes with basic research projects. Many libraries with understaffed liaison programs have focused on tutorials to reach their students.

5. Partnering with our functional liaison colleagues can help with specialized research needs related to functional expertise, but doesn’t really help that much with the bulk of subject liaison work, especially if you do a lot of teaching and research consulting concerning your subject specialty.

6. Yes, even though we might sound whiny, we need to make sure our department heads and deans know we have far too many students and faculty to provide the full suite of liaison services equally to all departments.

7. If our library leaders expect us to provide full services to all our departments, then the leaders need to fund enough subject liaison positions to provide that coverage. Funding subject liaisons is a strategic decision. Yes, libraries have to juggle and prioritize many goals. Leaders, make your decisions (hopefully with feedback from your staff) but then accept the consequences if subject liaisonship isn’t a priority.

8. Over-worked subject liaisons, if at all possible, try not to stress out. Prioritize, set boundaries, and collect and share your success stories. Engage in helpful venting with other subject liaisons when you can. If the situation becomes unworkable, and you have the freedom and flexibility in your life, consider working elsewhere. Above all, take care of yourself. Have a life outside of work. Play some pinball.

 

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Summer ends early when you work at UNC Greensboro. We are already two weeks of classes into the fall semester.

This fall, all three of my embedded classes feature significant changes. Perhaps the biggest change is with ENT 300, a feasibility analysis (pre-business plan) class required of all Entrepreneurship majors and minors and all Arts Administration majors. This is a team-based, research-intensive class in which the students create a major report to decide if a business or nonprofit idea should move forward to the business plan phase.

This semester ENT 300 is asynchronous online for the first time. A gutsy experiment? My workload for this class could be much less or much higher, I don’t know yet. We shall see. (The spring section will continue as an on-campus night class.)

MBA 741, the capstone course Orolando Duffus wrote about a few years ago, has a new professor, Dr. Beitler. But after two evening classes so far, the nature of this class is very similar and my role (based on Orolando’s successful embedded work) is unchanged.

Today’s topic

The third class is MKT 426: International Marketing, the oldest ongoing story at this blog. The class is dominated by Export Odyssey, an exports promotion and experiential learning project in which the student teams try to make a sale to a new country market for a North Carolina manufacture.

From the BizEd photoshoot

From the BizEd photoshoot

Working closely with this class was my first embedded librarian role. The class helped me gain teaching experience that I couldn’t get from one-shot instruction and also helped me get involved in the local economic development ecosystem. And it was a lot of fun although also at times challenging and always time consuming. Collaborating with Professor Williamson gave me confidence to pursue other embedded opportunities, such as getting involved with cross-campus entrepreneurship.

The rest of this post updates the story of this embedded role. I’ll also touch on workload and sustainability – issues always behind the scenes in embedded work.

New professor, same project

Last year, I wrote about Professor Williamson wrapping up his phased retirement, and the hiring of the new international marketing professor, Dr. Bahadir. We made the adjustment of working together as co-teachers. We also like each other. But it is a different relationship than I had with Professor Williamson. It would have to be because the professors are different people.

Professor Bahadir teaches more Export Odyssey research methodology than Professor Williamson did. So I’m not formally teaching as much as I used to in class. I miss that a little. But he is the professor of record on the syllabus, and he feels responsible to know all the Export Odyssey material. He learned all that very quickly.

BizEd photoshoot

BizEd photoshoot

I continue to attend most class sessions but decided to skip a few sessions early in the semester when class content focuses on core concepts, not the Export Odyssey project. Those sessions don’t involve the students learning research strategies and so I think my time is now better spent elsewhere on those days. (Sometimes, like both class days this week, I have one-shot instruction for other classes when MKT 426 meets.)

I used to put so much time into this class (including research consultations, team counseling, and consoling upset students). So being able to adjust my role and the workload in this project has been nice.

This fall there are now two 75-minute sections with a 15-minute break in between. So an almost 3-hour time commitment to this class each Tuesday and Thursday afternoon. For past ten years or so, there was only one section.

Utilizing my professional network

Professor Bahadir recognized how time consuming it is for the student teams to recruit their own manufacturers. We give them four weeks to do that at the beginning of the semester, limiting the time the teams have to develop their export marketing strategies. So Professor Bahadir asked if we could pre-recruit manufacturers to assign to student teams.

Through partnering with Professor Williamson, I had met officials from several export promotion agencies. I began inviting those folks to have lunch or coffee with Professor Bahadir and me to see if their agencies could help recruit interested manufacturers. We ended up talking to representatives of the U.S. Department of Commerce (the local office), Small Business and Technology Development Center (SBTDC, a UNC system organization), the Triad Regional Export Initiative (a grant-funded local organization on whose advisory board I serve) and some folks from state government. I enjoyed introducing everyone at those lunches.

We did end up with four student teams out of ten working with companies recruited from the SBTDC. The SBTDC became part of the support network of those teams, and attended class a few times. We hope to have more pre-selected companies in the future. Professor Bahadir is coordinating this work now that he had met everyone.

(Earlier this month, I wrote an external review for a tenure candidate in a rural part of Ohio. She is doing amazing work supporting her regional entrepreneurship eco-system and received really strong reference letters from economic development officers. I hope she writes an article about that important and interesting embedded work. )

A real Export Odyssey textbook

Cover of Export Odyssey textbook

Cover of Export Odyssey textbook

This summer, Kendall Hunt published the Export Odyssey textbook. Professor Williamson and I used to create a home-made project textbook for the students that the UNCG bookstore printed and packaged like a course pack. Through some other professors in the business school, Professor Williamson learned that Kendall Hunt was interested in new content. We pitched the idea to KH’s local rep and they agreed. We spent nine months updating and improving it.

We had to rewrite the book to accommodate non-UNCG audiences. I cut out most of the references to commercial databases in favor of free sources (mostly .gov sources like export.gov) with the exception of ReferenceUSA. We also greatly improved (IMO) coverage of the 4 P’s in the context of export marketing and provided updated case studies.

The plan was to sell the book as an e-textbook for $50. I liked the cheap price. Alas, the price has gone up already. So much for affordability as a selling point.

The MKT 426 students are using the new textbook this fall. A few professors from other campuses are apparently peer-reviewing it. We will see if any other international marketing classes pick it up. And then see what the feedback is.

BizEd article & photoshoot (in the library!)

Final story today. In May, the communications department of the UNCG business school was finishing up an invited article about Export Odyssey for BizEd, the magazine of AACSB International (accrediting body for business schools). The magazine wanted to include a picture of the instructors and some students. So we invited some students from the teams that worked with SBTDC-recruited companies. We also wanted an attractive location for the photoshoot, so instead of the business school, we ended up…in the library’s Special Collections reading room, ha.

The campus photographer took a zillion pictures, as they tend to do at photoshoots. You can see the one that BizEd decided to run at the article, but above are two rejects I liked (although I look kind of inebriated in the group portrait?) The diversity of those students is pretty typical for UNCG – we are almost a majority-minority campus.

Most of the students were about to graduate, so they were a little giddy that afternoon. Professor Bahadir and I enjoyed that symbolic wrapup of the project. It was the end of our first year working together on Export Odyssey and it went pretty well.

Vanessa

Blame Vanessa for this post

Yesterday my work friend Vanessa Apple, a coder in our tech department, drove over to Winston-Salem for a visit. At one of the downtown breweries (a dog-friendly one, as Vanessa is into dogs), I was telling her about my crazy Friday with its ups and downs. She replied “you should write about that on your blog! You could title it ‘The Good, the Bad, and the Ugly’.”

Eh, why not? It’s been a while since I wrote anything personal about liaison work. And then I can procrastinate on some other projects I’m not in the mood for yet…

Vanessa, thank you for the suggestion. Sorry I used a different title, though.

Last Friday

8am

Didn’t sleep well, so a lame start to the day. Sunny and hot already. Put on new dress shoes to start breaking them in for the fall semester. Traffic not bad.

9am

Learned that a Charleston Conference proposal I submitted with Orolando Duffus (U. of Houston) and Rosalind Tedford (Wake Forest U.) was accepted. Yay. It will be a “lively discussion” (one of this conference’s program formats) on liaison trends. Should be fun.

Walked over to the student union next door to deposit the royalties check for the 2017-18 version of the Export Odyssey project textbook Professor Williamson and I co-wrote. (That version was printed by the campus bookstore. The next edition will be an ebook published by Kendall Hunt. More on significant changes to this, my originally embedded role, in a blog post next month hopefully.)

Right heel starting to hurt.

10am

Prepared a bit for next week’s BLINC workshop at Elon University. Got caught up on emails. Reviewed my notes from Thursday’s liaison teams retreat.

Scheduled a chat with Kelsey Molseed, a former intern and mentee, for late afternoon today in downtown Winston-Salem, where she also lives. Kelsey has just finished her MLS and had been interviewing.

12pm

Drove from campus to our downtown Nursing school building (easy parking), then walked a half mile to a downtown Mediterranean restaurant to have lunch with the new business librarian at the Greensboro Public Library, Morgan Ritchie-Baum. Morgan is also a new member of BLINC. I ordered a new-to-me wrap that included strips of dried beef. Ended up with some of it stuck in my throat and had to retire to the bathroom to cough it out. Very embarrassing. But Morgan was super-polite. She is already getting involved with the local entrepreneurial and nonprofit ecosystems.

After lunch, we walked a few blocks south and I gave Morgan a quick tour of HQ Greensboro (an incubator space — UNCG is an institutional member).

On the sidewalk, we bumped into a former reference intern, Melanie Knier, who also took my old business information class. She opened a vintage apparel shop in the neighborhood.

Foot hurts more.

1:30pm

Back in the office. Took off shoes. Oh look, I had a blister which popped and then bled through my dress sock. Yuck. Applied Neosporin and band-aids.

2:30pm

Went home early.

3:00pm

Switched to my hiking shoes with thick short socks. Heel feels much better in them.

Considered changing shirts for the 4pm chat with Kelsey. Notice the new knit shirt I’ve been wearing today had a tear along the seam in the armpit area. Lovely.

3:10pm

Decided to change shirts.

4:00pm

Met Kelsey in a coffee shop and we had a nice chat. She just received two job offers (from a small school and a big school) and had to make a tough decision. We talked about that and other things for a while. She moves away next month. Hopefully we’ll meet again at a conference sometime soon.

Evening

Read a book in a brewery (not the one Vanessa I visited yesterday), then played some pinball in the retro arcade. Chatted with barkeep Cheyanne before heading home to see my wonderful wife Carol and ask her how her day went.

Made dinner together and talked about looking forward to playing with the little nephews on Saturday at a family pool party. Slept much better that night.

More summaries (and sometimes feedback) of articles I finally had time to read this summer. There’s also a couple of recommended blogs for helping improve one’s research skills. Unlike last time, most of these articles are behind paywalls.

Hometown summer beach scene

Hometown summer beach scene

1.

Distinctive roles: Engagement, innovation, and the liaison model
Jennifer Church-Duran
portal: Libraries and the Academy, 17:2 (2017)
http://muse.jhu.edu/article/653203

Jennifer is the head of user services for the University Libraries at the University of Nevada, Las Vegas. This is a useful summary of trends and published case studies. From the abstract:

“Bent on improving the teaching and learning experience, enhancing the productivity of researchers, and increasing the visibility of research outputs, libraries are redistributing staff, reallocating resources, and reorganizing internal structures, all to better partner campus-wide. Nowhere is the impact of this push for service innovation and user engagement greater than on the workload, direction, and even future of liaison librarian programs.”

Jennifer begins with a summary of the focus shift in research libraries from collections to engagement. Liaisons may be the librarians most impacted by this shift. The 2009 ARL white paper “A Framework for Articulating New Library Roles,” based on work at the University of Minnesota Libraries, led to other updated definitions of liaisons at Duke and other libraries (see links from a 2015 post of mine; table 1 in this article provides a concise comparison).

Core roles circa 2015 include outreach, research services, resources, teaching, and scholarly communication, but in the last 6-8 years, a bunch of new roles have been added: digital humanities, data management, bibliometrics, etc.

This “explosion of additional service areas” leads to a need to establish desired skill sets and (less often, alas) training sufficient to help liaisons acquire those needed skills. One 2012 study identified “32 skills or areas of knowledge” liaisons will need. [How liaisons are organized and managed — and partnerships with subject liaisons and functional liaisons – could be additional responses to help liaisons.]

So yes – this “explosion” of liaison roles can lead to issues of workload and resources stretched too thin:

“…librarians will work as liaison officers between the library and researchers in their domains, as knowledgeable consultants who understand the unique information cycles of faculty in their disciplines, as entrepreneurs able to identify opportunities and offer innovative solutions, and as trainers to improve users’ skills and understanding.” [emphasis mine]

[And also as teachers, a role sometimes ignored by the research libraries, sadly.]

Jennifer then quotes from UNCG’s own 2012 liaison reorganization task force regarding the unreasonable expectation that each liaison should be skilled in every liaison role and apply those roles equally to all academic departments, regardless of the nature of those departments. Later studies echo concerns about “sustainability and scalability”.

How liaisons are organized and managed can be part of the problem, with liaisons at many libraries working solo. (Our task force actually focused on liaison organization, not liaison roles.) Jennifer next provides an update on the literature of liaison organization, but reports that

“While a growing number of publications explore librarian engagement with users as a critical part of innovation, far less is available in the professional literature to connect that engagement with strategic priorities, or to offer up the means for assessing the merit of ideas and the methods for then managing the process of innovation from idea to implementation.”

Sometimes our library structures inhibit innovation in liaison services. (Hmm is that actually a strength of the “solo liaison” approach?) A few libraries experimenting with different organizations are mentioned, including UNCG, but details aren’t provided (subject and functional teams, in our case).

Jennifer concludes with encouragement to try out new library structures that support innovation (I would add nimbleness):

“To truly create agile systems for translating engagement into ideas and, in turn, transforming those ideas into scalable, sustainable, and replicable services, libraries must work to connect the ongoing emphasis on engaged librarianship with the need for supportive organizational strategy, structure, and culture.”

2.

Mapping information literacy using the Business Research Competencies
Heather Howard, Nora Wood, and Ilana Stonebraker
Reference Services Review, (2018) (no vol or issue #?)
https://www.emeraldinsight.com/doi/full/10.1108/RSR-12-2017-0048

From the abstract: “This paper aims to provide an overview of the current landscape of curriculum mapping across business courses at two institutions and a replicable methodology for other institutions.”

Heather (Purdue), Nora (University of South Florida), and Ilana (Purdue) used the BRASS Business Research Competencies in mapping of Purdue and USF business school curriculums. They sought to answer these questions:

  1. “Do the Competencies serve as a good framework for understanding business information literacy and its effects on an undergraduate curriculum and graduate level curriculum?”
  2. “How do the Competencies inform our scaffolded instruction?”
  3. “Do the Competencies relate to the overall curriculum of the business school?”

Based on their study, the authors recommend this approach and provide examples of uncovering gaps in business research skills on their campuses based on the Competencies.

The authors provide lit reviews of the business research competencies, curriculum mapping in business education, and scaffolding.

Of the competencies, only international business research was missing from the Purdue curriculum. Since the business librarians teach a required research course, they will work to correct this oversight. The South Florida curriculum lacked emphasis on international business research and business law. There is not a simple fix for the absence of business law research in the curriculum. (IMO the “international business” competency seems to focus on foreign direct investment research strategies and databases. There are other types of international business research.)

Topics not covered in the BRASS competencies were also mapped. The authors recommend adding “ethical use of information, intellectual property and decision-making” as well a career research to the competencies.

The article’s discussion section includes a paragraph on liaison workload issues. Nora writes “At the University of South Florida, providing comprehensive support across all departments in the business school is not feasible owing to the size and structure of the existing library liaison program.” My situation too (although Nora covers around 5,500 business students, about 1,400 more than me, but that’s still way too much). “This lean [liaison] model results in inconsistent coverage of the whole business curriculum and limits the number of new projects that can be pursued.” Therefore partnerships across the business school are essential to support school-wide business research skills.

Given the lack of AACSB standards in information literacy, the authors advocate for more comparisons of curriculum mapping across campuses.

Appendixes cover the draft competencies, the core curriculum at the two schools, and “suggested additional research competencies”.

3.

“Is corporate a bad word?”: The case for business information in liberal arts libraries
Danya Leebaw
portal: Libraries and the Academy, 18(2), April 2018, 301-314
http://muse.jhu.edu/article/690731

Fun title! The first paragraph explains it through an anecdote.

From the abstract: “Are there reasons to teach [liberal arts students] to grapple critically with business information?”

Danya (social sciences and professional programs director at the University of Minnesota Libraries) uses survey results, critical information theory, and the ACRL frameworks to explore that question.

A number of us now work with cross-campus entrepreneurship programs, in which some of the students come from the liberal and performing arts. That’s not the focus here though.

Danya asserts that “business information is useful material for teaching core liberal arts learning outcomes: critical inquiry, lifelong learning, and ethical citizenship.” She also believes that the frameworks “help to situate business information comfortably in a liberal arts context.” That’s a refreshing attitude to me since I find the frameworks (like the standards) too focused on scholarly articles and books as research. Business research (especially research to make decisions in community-engaged experiential learning) requires a much, well, richer research experience with much more lifelong learning potential that traditional academic scholarship. However, I know that Charissa Jefferson, Amanda Click, and other business librarians are doing interesting work in applying the framework to biz info lit.

Maybe related to all that, Danya continues:

“This paper argues that the absence of business information from library reference and instruction programs at liberal arts colleges is out of step with both liberal arts and information literacy learning goals. Indeed, this absence risks communicating to students that business sources are unworthy of critical study, thus inadvertently reinforcing biases and missing a variety of pedagogical opportunities.”

She surveyed reference librarians in the Oberlin Group, a “consortium of 80 highly selective, top-ranked liberal arts college libraries.” Most of those campuses provide business classes but few offer regular business instruction. Few of the surveyed librarians reported confidence in teaching business research.

Danya discusses that negative connotations of “business” and “corporate” seem to be factors limiting business info lit on many of these campuses. Not too surprising — “corporate” is not one of my favorite words either. But I wonder what the reactions of the liberal arts librarians would be to “entrepreneurship”, “self-employment”, or “social entrepreneurship”.

Danya next applies critical pedagogy literature. Since (in the U.S. at least) our students live in a capitalistic society in which large corporations wield much influence and power, the students need to understand that business information “can be understood as a discourse with its own guiding practices, worthy of sophisticated study and understanding.”

She next gets into the framework, devoting a few paragraphs to each frame. This topic forms the largest section of this interesting article. For each frame, Danya provides

“examples of business sources and learning scenarios that deepen students’ and librarians’ understanding of these threshold concepts, in ways authentic—rather than external—to the core missions and values of small liberal arts colleges.”

Frame 1 focuses on business news and trade journals, formats (particularly the latter) unfamiliar to most students, not just liberal arts students. Articles from those publications are usually more understandable to undergraduates, who typically don’t have the research methodology background or disciplinary knowledge to get very much out of peer-reviewed research articles.

Frame 2: Focuses on quantitative information. Statistical literacy! And also the creation process for advertising, which can mirror that of academic research.

Frame 3: The existence of expensive proprietary business research, much of which is not available on a liberal arts campus. This becomes a teachable moment (or conversation) with the students. (Using marketresearch.com, I often show student teams the cost of specific reports from IBIS and Mintel they have just used via the library’s subscription. The students usually have a strong reaction when learning that a report their team used to start making decisions costs over $4K to corporate buyers.)

Frame 4: Since liberal arts students have to do more creative research when the expensive reports are not available, they “must be prepared to turn to unexpected or unfamiliar sources, with curiosity and an open mind about where to look, what one might find, and where that might lead.” Danya’s students often have to get beyond core library tools like the catalog and article databases and instead do some primary research, make some phone calls, dig into the hidden web, etc. The students get much deeper research experience and learn some lifelong-learning research skills too.

Frame 5: Business researchers have conversations too but use their own language and communication practices.

Frame 6: Danya discusses using commodity chain research to explore “searching as strategic exploration.” Students learn that “there no clear, objectively correct path for their research. Instead, they must pursue a series of questions, explorations, redirections, decisions, and restarts.”

A useful article for both liberal arts librarians and business librarians.

4.

Toward core competencies for entrepreneurship librarians
Carey Toane & Rachel Figueiredo
Journal of Business & Finance Librarianship, 23:1 (2018)
https://www.tandfonline.com/doi/full/10.1080/08963568.2018.1448675

Carey is the Entrepreneurship Librarian at the University of Toronto (with whom I presented at GCEC in Halifax last fall), and Rachel is the Engineering and Entrepreneurship Librarian at University of Waterloo (Waterloo is the Silicon Valley of eastern North America). They surveyed North American entrepreneurship librarians “to identify the job responsibilities and tasks, skills and experience they employ, and the impact of campus context on engagement with this community.”

The article begins with a detailed lit review on the rise of campus entrepreneurship and the evolution of definitions of librarian core competencies. The authors utilized BRASS and SLA documents to design their survey as well as the Ohio State University Libraries Framework for the Engaged Librarian.

88 librarians filled out the survey. While a narrow majority of those folks had been librarians for 8-25 years, 56.82% had served as entrepreneurship librarians for four years or fewer. So an emerging field. 63.64% reported entrepreneurship being a “central area or focus of their work” but only 24% were able to spend over 30% of their time on entrepreneurship.

The next section of this article summarizes the types of entrepreneurship classes, programs, and activities on the campuses. Level of library support is mixed. Some libraries have multiple librarians engaged, but others lack library support outside the solo entrepreneurship librarian. Research services and consultations were the most common service (especially market research), followed by teaching and then outreach. These services/activities drive the rankings of the competencies reported in this article, with collections and scholarly communications coming in last.

Detailed analysis of each of these five competencies follows, complete with heat maps  by level of importance and frequency, and illustrative quotes from the survey.

For subject expertise, market and industry research took the top two spots, followed by company research. Financial research was #7 of 12, which surprised me – thought that would be higher.

The top “enabling competency” (language from the SLA document) was “Initiative, adaptability, flexibility, creativity, innovation, and problem solving.” My two favorite survey quotes from this section:

“Researching new ideas—new markets and technologies—requires a high level of creativity and “out of the box thinking”—you’re not looking for straightforward, easy-to-find information.”

“People don’t come to me with easy questions. They answer those on their own. So by the time a question gets to me, creative thinking is required”

The essential need to develop relationships (I would call that proactive engagement leading to an embedded relationship) is also discussed.

While cross-campus entrepreneurship seems to be increasingly emphasized, most of the entrepreneurship librarians are also serving as general business librarians. But cross-campus services and physical spaces offered by campus libraries seem to be on the rise.

The authors refer to Kauffman’s limited support of cross-campus education (which they stopped doing a while ago), but not to the work of the Coleman Foundation, which at one point had a larger cross-campus Entrepreneurship Fellows program than Kauffman had. But Coleman is changing the nature of its entrepreneurship support too (blog post about that coming this fall, after the last Coleman Fellows summit in Chicago in October).

Apparently, the survey didn’t cover social entrepreneurship.

This is really good analysis of the state of entrepreneurship librarians and library support of entrepreneurship.

5.

Entrepreneurship resources in U.S. public libraries: Website analysis
Ashley E. Faulkner
Reference Services Review, 46:1 (2018), 69-90
https://www.emeraldinsight.com/doi/full/10.1108/RSR-07-2017-0025

Ashley studied the websites of the largest 46 U.S. public libraries to learn how they support entrepreneurs. She first conducted a qualitative evaluation of the websites, limited to 15 minutes each. Then Ashley conducted a thorough analysis using the “Checklist for Entrepreneurship Resources in US Public Libraries” document (see her appendix).

She did not include web site content listed under the label “business” or “small business”, an interesting decision she write about. Most of the libraries did not use the word “entrepreneurship” in any way to label databases by subject — “business” was the core and common keyword. A few more sites had research guides using the E-word. Few business or entrepreneurship librarians are identified at all on the public library web sites (which is also true of most N.C. public libraries, which makes it harder to recruit BLINC members from public libraries!)

Similar results regarding the words used to describe relevant programming.

Most of the libraries mentioned partner with community partners like the SCORE, SBA, SBDC, etc.

Ashley recommends that more public library web sites provide a site search engine. (Librarians like to browse; patrons like to find?). Slightly less than half of the libraries have a business or entrepreneurship center or space. It was usually unclear if an entrepreneur could use library meeting spaces for free. There is more potential for collaboration with local support organizations. Finally, listing a public services librarian who can work with entrepreneurs would be a boon to the local entrepreneurship community.

6.

Buying the haystack: New roles for academic business libraries
Meg Trauner
Ticker: The Academic Business Librarianship Review, 2:2 (2017)
http://ticker.mcgill.ca/issue/view/5

Meg is the director of the Ford Library at the Duke University Fuqua School of Business. She writes about how usage of traditional subscription datasets like WRDS modules and Capital IQ at her school have dropped dramatically. Meanwhile, requests for purchasing one-off datasets from untraditional sources are on the rise. These are

“stand-alone data sets that are not widely available to the library market and not available through WRDS. The seller often withholds university-wide use, and in many cases is not set up to offer it.”

The new library role is figuring out how to license, fund, and host or access these datasets, in cooperation with the data provider (who may never have sold data to a library before) and the faculty.

Meg provides reasons for the library remaining involved in this data market. Meg asks for other libraries dealing with this shift in data demand to share their stories with her for a follow-up article in Ticker.

7.

A day in the life: Interviews with three PE/VC librarians
Doug Southard
Journal of Business & Finance Librarianship, 22:3-4 (2017)
https://www.tandfonline.com/doi/full/10.1080/08963568.2017.1372012

Doug interviews Laura Young and April Kessler (co-partners at Bizologie, a research consultancy) and Laura Berdish (Ross School of Business, University of Michigan). Interesting stuff, but my favorite section provides the responses to Doug’s question “What specialized skills or expertise are helpful in this area?”

LY: “I think you have to be willing to learn something new all the time…”

LB: “My first one would be flexibility. You have to be fast. You get all kinds of questions from different teams, you have to be quick, you have to be persistent…”

LY: “You mentioned having confidence in what you are doing. If you are not used to being in a business setting, it helps to have confidence in general. Business  librarianship can be intimidating to new librarians…”

8.

If we built it, would they come? Creating instruction videos with promotion in mind
Leticia Camacho
Journal of Business & Finance Librarianship, 23:1 (2018)
https://www.tandfonline.com/doi/abs/10.1080/08963568.2018.1431867

In this short article, Letica discusses creating a series of short videos to help make teaching 1,800 students per year in a required business writing class manageable. She explains the process of creating the videos, and summarizes her formal assessment of their effectiveness. Not highlighted in her article title – but equally interesting and significant I think – is her partnership with the faculty to help design, narrate, and promote the videos.

9.

A business librarian’s review of the AACSB International Conference and Annual Meeting (ICAM)
Annette Buckley
Academic BRASS,  Vol 12 (2), Fall 2017
http://www.ala.org/rusa/sites/ala.org.rusa/files/content/sections/brass/Publications/Acad_BRASS/2017_fall_buckley.pdf

Annette is the Research Librarian for Business at UC Irvine. She attended this Association to Advance Collegiate Schools of Business conference instead of ALA due to a schedule conflict. Always good to read about librarians attending business faculty conferences and promoting the value of librarians (she provides an example of doing that). Throughout this short review, Annette compares this conference to ALA (not a fair comparison, but entertaining).

Annette details how this is a 1.5-day conference with a registration fee of $1,295. Whew, more than USASBE! She summarizes networking opportunities and programming slots.

Her “key take-aways” are direct and refreshing. She suggests strategies to learn from a conference like this without actually attending it (for example, you can review the published agenda and read the white papers).

10 & 11.

Two educational and interesting blogs:

 PolicyMap’s mapchats blog: Insights into GIS, data and mapping
https://www.policymap.com/blog/

If you work with numeric data and mapping, this blog is very useful, regardless of subscribing to PolicyMap or not. Each posts explains the nature of the data on that topic, discusses the issues with mapping that data, and may also discuss data visualization best practices. I learn a lot from it and am going to assign some of the posts to my entrepreneurship/economic development research students for in-class discussion.

SearchReSearch
http://searchresearch1.blogspot.com/

Byline: “A blog about search, search skills, teaching search, learning how to search, learning how to use Google effectively, learning how to do research. It also covers a good deal of sensemaking and information foraging.”

Blogger Dan Russell is a “search research scientist at Google”. Sometimes he does work in libraries and proprietary content (databases) when appropriate. His research challenges are fun!

Last November, Tommy Waters (Howard University) emailed me in his capacity as chair of CABAL (Capital Area Business Academic Librarians). He asked about the possibility of CABAL and BLINC working together sometime. Fellow BLINC officer Sara Thynne (Alamance Community College) and I liked that idea and proposed Richmond, VA, as a possible location. Carrie Ludovico (University of Richmond) volunteered her campus’ downtown Richmond location, which is where we met last week Friday for this day-long workshop.

downtown Richmond

downtown Richmond

Seven academic BLINC members (we include academic, public, and a few special librarians) signed up to join 23 CABAL members from as far as Baltimore. (Two of those BLINC members had very recently moved to Richmond; a third BLINC member starts work in a couple of weeks at the College of William and Mary in Williamsburg VA but was still unpacking boxes and couldn’t make it to the workshop. I think the Virginia Library Association owes us a commission!)

Jo Ann Henson

Jo Ann Henson (standing)

The night before the workshop, the BLINC folks plus three of our spouses/partners and a business librarian friend (whose membership in CABAL would be voted on the next morning) whom I met at the Charleston Conference gathered for dinner and drinks in the hip Carytown neighborhood. As I wrote last time, socializing and networking and supporting each other are really the core functions of BLINC and so we had a great time, concluding with a group walk and ice cream. Meanwhile, CABAL had a fancy dinner downtown that we were invited to, but after our recent fancy retirement dinner, we wanted to do something more casual this time.

The workshop began at 10am with introductions by everyone. Tommy and I also asked each librarian to share one opportunity and one challenge he or she is facing. I identified some trends:

  • Getting up to speed as a newly appointed business librarian;
  • Building relationships in the business school and across campus;
  • Data services;
  • Workload and sustainability issues with serving large and fast-growing business student populations without additional library staffing support;
  • Business info lit strategies and applying the framework to business research;
  • Weeding collections to create more space (and the headache of having to ask to withdraw government documents).

I enjoyed seeing some old BRASS friends like Jennifer Boettcher (Georgetown University) and old UNCG friends like Amanda Click (American University).

Sara Thynne

Sara Thynne

The main morning slot was devoted to short presentations on active learning strategies for business research. Shana Gass (Towson University) moderated. We had a nice mix of topics:

  1. Betty Garrison (Elon University) on MBA orientation strategy
  2. Natalie Burclaff (University of Baltimore) on scenario-based learning for marketing analysis and stock research
  3. Elizabeth Price (James Madison University) on a first-year source exploration activity
  4. Me on supporting problem-based, experiential learning in community-engaged capstone classes
  5. Amanda Click on a first-year online information evaluation exercise.

I took notes on each but I’m reluctant to just cut and paste them here (email me if you are really curious about one of these). Several speakers talked about the less than thrilling results with earlier versions of their instruction plan, and then described more effective revisions. Several also discussed decision-making as the desired outcome of effective information literacy. Another theme: selling the value of subscription databases as expensive library products also used by professionals in the business world.

Indian buffet lunch

Indian buffet lunch, with a patient smile from Ian

Often in this blog I lament the limited opportunities for business librarians to discuss teaching strategies in our more specialized info lit realm, and the limited relevance of more general info lit content (ex. at LOEX and ACRL). So not surprisingly, I thought these presentations and the ensuing discussions proved the most interesting part of the Richmond workshop. I wish we could have kept on going.

We broke into three groups for lunch downtown (no banal box lunches, hooray!)

The main after-lunch topic was databases, moderated by Shmuel Ben-Gad (George Washington University):

  1. Jo Ann Henson (George Mason University) on Factiva;
  2. Sara Thynne on SimplyAnalytics;
  3. Susan Norrissey (University of Virginia) on merger and acquisitions information in Bloomberg, Pitchbook, Privco, & Capital IQ;
  4. Sara Hess (University of Virginia) on EMIS (Emerging Markets Information System);
  5. Shmuel Ben-Gad on ABI-INFORM.

Good content from all five presenters with ensuing “compare and contrast” and “is this really worth the money?” discussions.

Early in our planning of this workshop, we considered bringing in a vendor to do an hour-long training session. That would have been useful to the librarians who subscribed to that product, but I’m really glad we ended up with this format instead.

socializing at CABAL/BLINC 2018

socializing at CABAL/BLINC 2018

No profound conclusion today. It’s always useful to get folks together to talk about shared topics of interest and build professional friendships and networks. That’s what makes successful professional organizations.

Genifer Snipes is the Business & Economics Librarian at the University of Oregon, in Eugene, OR. She works with the Lundquist College of Business and Department of Economics, which encompass a number of data-oriented programs and classes. Prior to the University of Oregon, Genifer was the Business & Economics Librarian at West Virginia University.

She earned a B.A. in history from Centre College and also holds an M.L.I.S. for the University of Illinois Urbana-Champaign, and an M.S. of Integrated Marketing Communications from West Virginia University.

Review of DSVIL 2018

This year, I participated in the Data Science and Visualization Institute for Librarians (DSVIL) at North Carolina State University in Raleigh, NC. DSVIL is a five-day boot camp where librarians build data-related competencies. The Institute was held at the James B. Hunt Jr. Library on June 4-8, ending at 1 pm on Friday afternoon.

Logistics

NCSU Hunt Library

NCSU Hunt Library

The Hunt Library is a 15-minute drive from the Sheraton Raleigh Hotel where we stayed. The Institute provided shuttles between the hotel and Hunt. For attendees who missed the (early) morning shuttles to Hunt, Raleigh has both taxi and Uber/Lyft.

In addition to the typical options for getting between the city and Raleigh-Durham International Airport, NC State provided a shuttle on the final day to take attendees directly from the institute to RDU.

Food

Suffice to say, many attendees made complimentary comments about “southern hospitality” during meals at this conference. Our daily breakfasts and lunches consisted of both vegetarian/vegan and omnivore options in addition to snacks, juice, and tea, which were available throughout the day.

There was a reception at the Sheraton’s Jimmy V’s Osteria the first night, but dinners were self-serve the rest of the week. Fortunately, the Sheraton is within walking distance of a number of excellent restaurants at all price points. FYI, if you’re interested in sampling North Carolina’s particular brand of BBQ, check out The Pit, for an excellent example of Eastern North Carolina BBQ.

Cost

Expensive. The institute costs $2,500, in addition to transportation, lodgings, and dinner most nights. Breakfast, lunch, snacks, and transportation between NCSU and the hotel were included.

Size

Tiny. Because DSVIL provides hands-on training to attendees, the number of participants is necessarily small. My resource notebook listed 30 participants plus instructors, IT support, and observers.

Application Process

For anyone who went through ACRL Immersion’s old competitive application process, the DSVIL process will look familiar. It is a competitive process where applicants respond to questions about their background and interest in data science and expected contribution to the DSVIL experience. The application also requires a letter of support (including financial) from the Library Director/Dean.

I found the application and review process to be painless with a fast turnaround. The application committee was also wonderful about updating me on my application’s status, such as when acceptance notifications were delayed when what sounds like the entire screening committee came down with the flu.

Structure

For most of the week, participants spent from 8:00 am to 5:00 pm in a single room listening to instructors and working through data analysis and visualization activities. On Friday, participants chose from one of three electives to focus on relevant technical or program leadership skills.

The training covered a different theme every day through different workshops and speakers.

  1. Monday: Data exploration and statistical analysis
  2. Tuesday: Data visualization
  3. Wednesday: Gathering and cleaning raw data
  4. Thursday: Network analysis and data curation
  5. Friday: Building technical and managerial skills

Takeaways

I attended DSVIL hoping to develop a baseline understanding of how research librarians can support their institution’s data-driven teaching and research efforts. I came away satisfied. This was a fantastic training opportunity and I am so grateful that the University of Oregon Library offered to support my attendance.

As a business librarian without a data support role, I was in the minority of DSVIL attendees. The bulk of participants were either data analytics or STEM librarians with significant data roles. There were two other business librarians attending, but one was also her library’s data analytics librarian. This meant the bulk of attendees had at least intermediate knowledge of the topics covered while a smaller part of the group, including myself, were at firmly at the novice level.

The instructors, who were drawn from NCSU, UNC Chapel Hill, Duke, and Harvard Catalyst, were fantastic at teaching often-complicated data science topics to a group that was unevenly comfortable with statistical information. The tools they taught weren’t complicated or expensive – in fact, most were free – which, from my perspective, was more useful than teaching us top-level analytics tools that many libraries wouldn’t be able to afford. I was also impressed by the level of planning and documentation the instructors developed to support their sessions. Not only did participants receive notebooks containing most workshop materials, we were also given extensive online documentation and practice datasets to take home for later use.

One topic I hoped to learn more about at DSVIL than I actually did was teaching data as a source. My business school is interested in building undergraduate data literacy competencies, so I want to see how other libraries and librarians incorporating concepts and skills like those taught at DSVIL into the classroom. It seems like our DSVIL instructors are probably as good at teaching data to students as they were with us, but the teaching aspect of data librarianship wasn’t addressed. This isn’t to say that I didn’t learn transferable skills – for instance, the social media scraping and data visualization sessions were both relevant to undergraduate instruction – just that a session on teaching data literacy would be a good addition to the final day’s electives.

In short, the Data Science and Visualization Institute for Librarians was a well-organized and effective way for librarians to improve their ability to understand and support data-related initiatives. Even though most attendees come from STEM fields, social science and humanities librarians shouldn’t be deterred. The skills and tools learned over this week would be relevant for you too.

BLINC workshop in the Durham MakerLab

BLINC workshop in the Durham MakerLab

This is a sequel to my last post of 2017. The folks in BLINC (Business Librarianship in North Carolina) think we are making progress in re-energizing the group and its workshops. But we have reminded ourselves what is most important to us as an organization.

Our first 2018 workshop was at the Durham Public Library MakerLab in March. The MakerLab is in a mall north of downtown. (The main library is being completely rebuilt and so the library system is leasing that space.) The workshop theme was “community engagement, including library support of job hunting and economic development.” Four librarians from special, public, and academic librarians led discussions on partnering with local organizations, using a new NC LIVE job hunting subscription database, and supporting for-profit and non-profit entrepreneurship.

BLINC workshop in the Durham MakerLab

BLINC workshop in the Durham MakerLab

Turnout was strong – 25 people — with half of the folks being first-time attendees to a BLINC workshop. The new people provided many positive comments about the workshop being a friendly and welcoming event with the emphasis on networking and sharing. They seemed to really enjoy the short topics and ensuing discussion plus chatting over lunch in the mall’s food court (no boring boxed lunches, hooray; the Greek place proved most popular).

Most of the first-timers were not official business, nonprofit, or entrepreneurship librarians. The workshop’s emphasis on community engagement attracted this diverse turn out. Given the evolution of business librarianship I wrote about in December, community engagement might be the emphasis that BLINC needs to grow beyond the core “business librarian” cohort.

In May, BLINC offered a hands-on Census data workshop with our sister organization Government Resources Section (of NCLA). The workshop included a preview of the new data.census.gov interface that will replace FactFinder, as well as training in American Community Survey and Economic Census data.

In ten days, seven BLINC members will travel up to Richmond, Virginia to meet up with seventeen members of the recently formed group CABAL for a joint workshop on active learning strategies and research databases.

In early August, VIPs from ProQuest and ReferenceUSA (both are NC LIVE subscriptions) will be flying to North Carolina to meet with BLINC at Elon University. They will be discussing content acquisition, licensing issues, quality control, usability, and future plans for the databases. We rarely invite vendors to BLINC workshops but do like to check in with the NC LIVE vendors occasionally since their products are available state-wide.

Finally, in early December, we will be down at UNC Charlotte for a discussion of “selling ourselves as librarians and information professionals” and also “outreach for introverts”. This will be a combined workshop with NC-SLA and (like the March event in Durham) will feature many voices representing different types of librarianship.

Meanwhile, we now have 41 people in our new BLINC Google Group, which replaced our old Wiggio group when that product died last winter. Sara Thynne and I (the current officers) are trying to do a better job of announcing and publicly welcoming each new member of our virtual space in order to continue to build fellowship and networking. Member Mimi Curlee always replies to those announcements with her own affirmation.

Mary Scanlon and Lydia Towery

Mary Scanlon and Lydia Towery

BLINC folks have long recognized networking as the #1 goal of the organization. But networking often leads to friendships too. That friendship was apparent last Saturday evening, when twelve of us gathered at a fancy restaurant in downtown Winston-Salem to celebrate the careers and contributions of two retiring business librarians and past chairs of BLINC, Lydia Towery and Mary Scanlon. My wife Carol and I could have walked to this restaurant (although we didn’t, it was too hot) but some other folks drove from two hours away to honor Lydia and Mary in person.

While BLINC has our strong tradition of creating free quarterly workshops, it is networking and friendship that really defines who we are. If that emphasis continues, then BLINC will remain a successful group.

Most of the folks at the dinner

Most of the folks at the dinner