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Archive for the ‘Vendors’ Category

A group of business librarians and vendors are going to be working together to propose some programs at the Charleston Conference this fall. There will also be a vendor-funded social or two.

Fort Sumter, Charleston Harbor

Fort Sumter, Charleston Harbor

This is an annual conference on publishing, vendors, scholarly communication, open access, open education resources, and user behavior*. Like LOEX, Charleston is a mid-sized, high-quality conference providing three days of rich programming. Its schedule evolves a little each year, which keeps things fresh and librarian-centered. There is only one day of exhibiting, so for the rest of the conference, the publisher and vendor reps are freed to attend and even contribute to programs, which usually leads to deeper discussions of issues and opportunities.

Over the last few years, a small number of business librarians have started to get together for informal chats. Last year, there was a “lively lunch” discussion with four of us as well as vendor friends John Quealy (S&P Global) and Dan Gingert (PrivCo). Nora Wood also provided a lively lunch with a colleague on liaison issues. More business vendors have exhibited in the past few years.

For 2017, at least seven business librarians will probably be working together to submit a few programs:

  • Betsy Clementson (Tulane)
  • Cynthia Cronin-Kardon (University of Pennsylvania)
  • Heather Howard (Purdue)
  • Lauren Reiter (Penn State)
  • Corey Seeman (University of Michigan)
  • Nora Wood (University of South Florida)
  • And me

We might invite a few vendors to speak with us too, depending on the topics and formats we come up with. Three vendors have offered to host social gatherings in 2017. This is a wonderful historic and walkable city for food and drink.

So we encourage more business librarians, publishers, and vendors to attend, discuss, debate, and socialize. And submit programs!

Please contact any of us with questions about this conference.

 

*Yes, its official subtitle is “Issues in Book and Serial Acquisitions,” but that is a historical legacy and so you shouldn’t hold that subtitle against it. LOEX has a funny full name too!

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Catching up

Thanksgiving break has begun, but the library is open today (Wednesday) and I was actually eager to come in to work to clean up my desktop, go out for Greek food for lunch with friends, and do a bit of writing.

Between last Friday and yesterday, the search committee for the professor of international marketing conducted nine interviews of candidates via Webex. We allotted an hour to each interview. So that was a lot of time to spend while also covering last-minute research consultations. But I had my last one-shot instruction session last week Monday, and submitted two long USASBE workshop proposals before their last week Tuesday deadline, so now my stress level is pretty low. Those might be subjects for future blog posts, but first I want to write about what the business librarians and vendors were up to at the Charleston Conference in early November.

Business vendors & business librarians at the Charleston Conference

Two years ago, five business librarians gathered in the late afternoon at the Charleston Conference to share notes. We expressed an interest in having business librarianship programs each year at the conference. Last year, I think there was another informal get-together (I didn’t go to Charleston that time). But this spring four business librarians and two business vendors worked together on a “lively lunch” discussion proposal, which was accepted.

The Charleston Conference meets in Charleston S.C. in very early November. As I’ve written before, I really like this conference for allowing publishers, vendors, and librarians to participate together throughout the conference, rather than banishing the vendors to the exhibit hall the entire time. The programming is high quality and varied (plenaries, panels, lively lunch discussions, posters, lightning rounds, Shark Tank-type pitches (new this year), parties, and dine-arounds). The conference sites are close together. And even though collections are now a minor part of our liaison roles here at UNCG (as covered in my “liaison reorganization” thread), there is enough programming regarding liaison roles and scholarly communication advocacy that I stay interested. Plus business content!

The title of our program was ““Why business content subscriptions can drive us crazy, and what to do about it: A dialogue with business librarians, business vendors, and the audience on best practices and solutions”.

The librarians on the panel included:

  • Cynthia Cronin-Kardon(University of Pennsylvania/Wharton School/Lippincott Library)
  • Betsy Clementson(Tulane/Freeman School/Turchin Library)
  • Corey Seeman(University of Michigan/Ross School/Kresge Library)
  • And me (a business librarian based in a general library, unlike the others)

The vendors on the panel included:

  • John Quealy(S&P Global)
  • Dan Gingert(PrivCo)

Our program description is below if you are interested. The four librarians are writing a conference proceedings article (due December 1) that will be openly available. I’ll post a link to that article when it becomes available.

Our Lively Luncheon in the Gold Ballroom

Our Lively Luncheon in the Gold Ballroom

The Charleston Conference “lively lunches” are intended to be discussions, not presentations, in the midday time slot. Some folks do bring a lunch but most of the attendees ate before or after. We were assigned the large Gold Ball Room in the Francis Marion Hotel. While we did arrange chairs into a couple of concentric circles, this was a challenging location given the room’s size. There was no portable mic, so folks sitting in the back had to listen carefully to hear everyone. But it worked out fine.

Around 40 folks attended. About 1/3rd of those folks were vendor representatives: in addition to S&P and PrivCo, Bureau van Dijk, InfoGroup, OCLC, Oxford University Press, Ebsco, and ProQuest representatives attended – and many, as we hoped, participated in the discussion. The librarians included other business librarians, electronic resources librarians, and collection development librarians.

[One of the business librarians in the house was Nora Wood from the University of South Florida. The previous day, Nora and a colleague led a lively lunch about liaison outreach. It was an excellent and useful discussion. I’ll provide a summary of it and some other liaison-centered Charleston programs in my next post, hopefully next week.]

Below is a summary of points made in our discussion. Many vendors and librarians thought the discussion was very useful and agreed that we should try to submit business content programming every year to the Charleston Conference. Bureau van Dijk even offered to host a social next year (thank you, BvD friends!). So we will see what we can make happen next time. If you have interest in attending Charleston but have questions about its value, logistics, etc., or want to share a programming idea, please let any of us know.

Summary of points

As you probably know, it can be hard to take notes about a program you are in the middle of. So I’m sorry if this summary seems fragmentary. I promise that the conference proceedings article will be more detailed. This summary reflects comments from both librarian and vendors. It was a frank, open, friendly discussion that never turned into an “us versus them” discourse. Betsy’s role in the discussion was to summarize the exchange in the form of best practices. Most of these points are thanks to Betsy.

  • Open, clear, honest communication between business librarians and vendors is key.
  • Librarians need to understand our users’ research needs AND need to protect our subscriptions, limiting access as much as we can to authorized users AND authorized usage.
  • Vendors need to understand the access challenges of serving a business school or an entire campus. Vendors also need to understand the typical academic calendar and patterns of database usage. For example, for some subscription content, most of the usage comes in one short time period within the fall/and spring semester.
  • And of course, vendors need to understand the budget challenges many of our campuses go through every year.
  • We talked about potential abuse of our academic licenses. Student consulting projects, experiential learning, tech transfer support, and internships are blurring the lines between academic and corporate use. In general, the librarians emphasized that we need to tell our students to share their summaries of the research in our databases for such projects (well, internships may have additional issues) but not to share the downloaded content.
  • In general, business librarians should educate our students about database licensing restrictions as part of our information literacy or “information has value” discussions. Cite the university honor code.
  • Many vendors need to put more effort into providing standardized usage data (ex. Project COUNTER).
  • Both librarians AND vendors complained about vendors sending corporate licensing terms to academic libraries. One vendor says that the legal team of his company always starts with a corporate version, despite his efforts to create an academic template for the legal team to start with for those customers. (So complaints of bureaucracy are not limited to us academics!)
  • Law librarians have many of the same issues with legal vendors, so there was a suggestion for business librarians and law librarians to talk about our shared issues.

Program description

Business databases have a reputation for being expensive, having problematic licensing terms, and generally being a pain to work with. This reputation is particularly common among collection development and e-resources librarians in general libraries. In addition to affordability, issues can include licensing restrictions to specific campus populations and locations, requirements that users create personal accounts, severe download restriction s, not working with consortiums, and shutting down summer access to prevent usage by student interns. On the other hand, business vendors must design their products and licensing to work with many types of customers: corporations, government agencies, consultants, and academia. Their content is often very expensive to produce, and vendors sometimes have to license content from third-party providers that have their own pricing and licensing issues.

To help better understand why business databases can be challenging to work with, and to propose recommendations on how libraries and business vendors can best work together, a group of business librarians and business vendors will lead this lively lunch discussion. The librarians will represent both business libraries and general libraries, and will present case studies representing different types and sizes of campuses. The vendors will represent specialized business content publishers. Together we will discuss how business information is different, why business vendors behave differently, examples of challenges in working with business vendors, examples of challenges in working with libraries, and recommendations & best practices. We will invite audience participation throughout.

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Catching up

As Cynthia Cronin-Kardon from the University of Pennsylvania announced on BUSLIB recently, a group of librarians are working on creating business librarian programming every year at the Charleston Conference. This year, Cynthia, Betsy Clementson from Tulane, Corey Seeman from the University of Michigan, and I are facilitating a “lively lunch” on the topic of “Why business content subscriptions can drive us crazy, and what to do about it: A dialogue with business librarians, business vendors, and the audience on best practices and solutions”.

Also joining us will be John Quealy from S&P and Dan Gingert from PrivCo. As I’ve posted before, this is the best conference for discussion of trends in collections, publishing, licensing, and open access. Publishers and vendors participate in many panels and discussions, as opposed to being banished to the exhibit hall all conference long. And Charleston is a wonderful city for history, art, strolls along the rivers, and enjoying fancy food and drink. So we encourage business librarians, business vendors, and anyone else who has to work with business content as part of their job to join us.

Congrats to Orolando Duffus for being named ACRL member of the week!

Segue to today’s topic

For so many of us, search committees are a year-round concern. My department (Research Outreach and Instruction) recently hired a new department head, the amazing Amy Harris, who was our internal candidate and so there will be another search next year to replace her old position. But first we will have a search for an Online Learning Librarian based here in ROI. This is great news. After budget cuts a few years ago, we ended up with one of those dreaded Frankenstein positions — Electronic Resources & Distance Education Librarian — formerly two full time jobs.

Long-time readers know this blog don’t usually get into negative stuff (I’m not a very annoyed librarian I guess) but creating that kind of unsustainable position was pretty sad and probably reflected a momentary lack of leadership. When resources are scarce, we need to prioritize and consider making a difficult decision about staffing, or maybe consider if a team approach would work using existing staff. Anyway, Kate Hill, whom we hired for that Frankenstein position, is highly skilled and is working extra hard to try to keep up, but it’s simply not feasible for one person to handle that workload. Hence the new position. Kate is looking forward to “just” being an ER librarian (and pursuing tenure, etc.). I really like how the DE librarian will be based in our liaison department, emphasizing the public service focus of that kind of position and how this person will work with us liaisons supporting DE classes within our subject areas. My colleague and office neighbor Karen Grigg, Science Librarian, was asked to chair this search since she did such a good job chairing the Frankenstein search.

And one more bit of somewhat related news: I’ve been asked to serve on the search committee for the business school’s next professor of international marketing. My long time teaching partner Professor Nicholas Williamson is finishing his phased retirement this year. His department, Marketing Entrepreneurship Hospitality and Tourism (ok, yes, another Frankenstein thing! but MEHT is full of strong library supporters) wasn’t slated to get another position to replace Nick (not sure why). But the business school dean told the provost that the Export Odyssey project might be finished after this year, and the provost replied “We can’t have that.” So she gave MEHT an extra position. Since I co-lead that project, the MEHT department head asked me to serve on the committee. This is my first time serving on a search committee for a prof. I’ll write a post later about the experience and how it was different from librarian searches. Does anyone have experience with professor searches and would like to share?

Today’s topic (finally)

This is kind of a sequel to my “Confessions of a search committee chair” post from last winter. This spring, a librarian emailed me to ask for advice on interviewing for a business librarian position for the first time. She was particularly interested in how to make the mock research workshop stand out. I waited a while before sharing this here, removing any identifying information. Hopefully this is useful to others.

To make a mock class on business research information literacy stand out, I would suggest three areas of emphasis:

  1. Demonstration of specialized subject knowledge. Market research as a topic would certainly give you an opportunity to do this, especially if you demonstrate comfort with and knowledge of statistical data (ex. demographics, spending data, psychographic data). The Economic Census or other financial data benchmarking too. I guess trade data would be another example, although that’s maybe too specific/rare a research need for many campuses.
  1. Related to that, demonstrated familiarity with specialized business research tools. Most librarians are comfortable with the catalog and Ebsco and ProQuest databases. No big deal. But far fewer are comfortable with American FactFinder and the BLS.gov tools for finding statistical tables, let alone SimplyMap or DemographicsNow or Business Decisions or Euromonitor Passport (depending on what subscription tools for market data would be available). Lots of professors don’t know data tools well either. I see evidence of that at the business professor conferences I’ve started attending.
  1. Active learning exercises, tied to the needs of the research project/assignment of a particular class. So leading a discussion about how the Census is conducted (the decennial version as well as the American Community Survey — most students know something about the decennial census at least, which helps get the discussion going) as opposed to just lecturing, and then looking up some basic tables to highlight the main points (ex. “note the data from 2015 – so is that from the decennial Census or ACS? — also note the margins of error provided – why is that there? Yes, right, it’s a survey…”). Then later asking the students to find some information or data and then reporting back what they found and how they might be able to apply that to the project at hand (for example). So to do this you would really need to come up with a fake project to teach to. I would be happy to share one with you from UNCG if you would like (of course you could change details to fit your local situation).

[Follow-up suggestions:]

A few suggestions about SimplyMap (sorry if you are already aware of these issues!): most campuses have simultaneous user limits in their SimplyMap subscription (it’s 10 users here), so that may impact access to your mock students. I would suggest emailing Steven Swartz asking for more concurrent seats at that campus for your day there. I’m sure he would be happy to help. Also consider if you want everyone to create their own accounts (which requires checking their email to confirm) or using the S.M. guest access.

I agree that AFF, BLS (ex. the CEX data), and SimplyMap make an excellent progression of sources — if you have time for all three– for example using the much more detailed consumer spending data in SimplyMap, or ending with the psychographic data (if the MRI or SimmonsLocal modules are provided at that campus).

Good luck with the interview!

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BLINC (Business Librarianship in North Carolina) met at the High Point Public Library yesterday, the 3rd day of classes at UNCG. This should be an interesting school year. with some new experiences to write about. I’m not sure yet how some of them will turn out!

High Point Public business librarians John Raynor and Vicki Johnson sponsored us in their sharp-looking library. We had 17 librarian present: mostly public and academic, but also one community college, one corporate, and one special librarian (a Senior Research Analyst at the Small Business and Technology Development Center in Raleigh.)

BLINC at High Point Public

BLINC at High Point Public during a break

After networking over breakfast snacks, Dan Maynard from Campbell University began the workshop with a presentation “What if you couldn’t scare me? Engaging your fourth sector community: high-impact educational experiences and a very different spin on financial literacy.”

The “4th sector community” phrase was new to me. Dan explained it basically as companies with a social entrepreneurship focus (ex. on local food, the environment, or social issues). We learned that Dan is a Sullivan Foundation Fellow at Campbell! He is the only Sullivan Fellow who is a librarian. Very cool.

As a fellow, Dan works with 3 classes in the business school, all required for business students in (generally) their first, second, and third years.

He framed his introduction to the 4th sector as “finding good work” (identifying a local need) and “funding good work”. Dan led us in a discussion of the ecosystem (including regulatory issues) in our state for nonprofits and 4th sector.

4th sectors companies in Dan’s rural Harnett County include mainly lifestyle companies: a bicycle shop, dairy farm, green/sustainable organic farm, a river adventures service outfit, a golf development/training company for “juniors”, a video production company, and the new Arts Council.

Moving into the funding good work aspect, Dan played for us a video about Detroit SOUP and talked about similar efforts in North Carolina. Some of his students are working on a SOUP project in Harnett County.

Dan concluded by getting into aspects of financial literacy. Instead of investing in multinational public companies via traditional investments, what about investing in local start-ups? He play a portion of a TEDx Piscataqua River talk by North Carolinian Carol Peppe Hewitt titled “What if you couldn’t scare me?” Hewitt is founder (I think) of Slow Money NC and has worked with Dan. The point of her TED talk title: we are scared into investing in big corporations as being necessary for our financial solvency and retirement savings. Instead, we should invest in local small business doing good work locally.

We ended the morning with a discussion of library services to nonprofits and 4th sector companies. Lydia Towery (Charlotte Public and Foundation Center coordinator) talked about how nonprofits are just another kind of company, and so the market and financial planning to start a nonprofit is much the same. Deanna Day, the SBTDC research analyst, and Heather Stanford from Mauney Memorial Public Library, Kings Mountain provided some interesting stories about working with social entrepreneurs/dreamers brimming with passion to start something up but not doing their feasibility homework first. It’s always reassuring to hear other business librarians discuss challenging consulting situations! A memorable quote from John: “Some dreams need to die.”

Business Center at High Point Public

Business Center at High Point Public

After lunch at a downtown Asian bistro, we looked at the library’s new business center. High Point Public just created this attractive and flexible space to support the library’s economic development work: workshops, consultations, and connecting entrepreneurs with other local support centers. The space is part of the library’s response to the city’s strategic goal of keeping more young business owners in High Point and not moving to the bigger cities in the state. Virginia Lewis, their department head, discussed their funding efforts to get the room and its tech set up. John, Vicki, and Casie (a community liaison librarian) will be leading this initiative. Creating more partnerships with other organizations is one of the outcomes that will be measured by the library and reported annually to the city and other stakeholders like the local chamber. Impressive, proactive work.

Inside the Business Center

Inside the Business Center

Back in our conference room, Heather described her trip to Omaha to attend the ReferenceUSA User Conference for public librarians in May. She attended as our NC LIVE rep, our state-wide database provider. I assumed this was mainly a focus group event, but Heather reports that the event instead focused on training the librarians and explaining in detail InfoGroup’s data collection and quality control practices – still certainly worthwhile.

Heather told us that InfoGroup wants ReferenceUSA to be closer associated with entrepreneurship research. The company is also promoting the database as the best source for closed businesses (part of the U.S. Businesses module). Social media links are being added to the establishment records.

Business Center again

Business Center again

We then got into an interesting discussion of SimplyMap versus ReferenceUSA U.S. Consumers/Lifestyles module for market data research, and where the data comes from in each product. Or course, SimplyMap is a collection of datasets with different methodologies, so we had to break down our discussion a bit into Census data v. survey data (ex. MRI and Simmons) v. the subscription and online purchase data used heavily by InfoGroup. This topic, the nature of the data, and how to make conclusions (ex. what is my local market size?) using these tools would be an interesting future BLINC workshop.

We ended the BLINC workshop with Lydia providing an update on the Foundation Center and then asking us for possible dates for our next workshop. NC LIVE has asked BLINC once again to review the NC LIVE business database mix and make recommendations for its 2018-2020 subscription package. BLINC has provided this service to NC LIVE every three years since 2008 or so. Always an interesting discussion for us, as we compare and debate the needs of our patrons (not necessarily the same needs!) and the best databases to serve those information needs. That will happen in November and December, with our report due to the NC LIVE officers on New Year’s.

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A summer goal continues to be getting caught up on professional readings since last winter break. Blogging about readings helps me not rush through them. Hopefully these summaries and occasional responses are useful for other folks too. Topics relate to liaison work and business librarianship.

1.

Connect, build, develop: Forming effective liaison strategies through peer mentoring and partnership.
Cayce Van Horn. (2016). Journal of Business & Finance Librarianship, 21:2, 89-94
http://dx.doi.org/10.1080/08963568.2016.1140530

From the new business librarian at Auburn University. But the article is very useful for any subject liaison new to the job.

Cayce “became the business and economics liaison at Auburn University during the summer of 2015. It was an unexpected change in focus [business is not her background], and my initial reaction was a feeling of fear.” But she benefited from having a mentor:

“Bridget Farrell, the current marketing liaison and previous business and economics librarian at Auburn University, has served as a peer mentor as I make the transition from instructor to liaison, and together we developed a plan to help me connect with faculty and students in my subject area, build effectual and productive relationships with them, and develop my own skills and knowledge in this new role.”

(In 2013 Farrell wrote “New Kid on the Block: The Troubles and Triumphs of Being a New Business Librarian” — see https://liaisonlife.wordpress.com/2013/07/10/reading/).

Cayce discusses planning (“the importance of reaching out to subject-area faculty was immediately noted as a top priority”), collection development (book ordering & weeding), and subject training. Cayce and Bridget drafted a learning plan for Cayce that included taking Celia Ross’s Business Reference 101 class, reading Ross’s Making Sense of Business Reference, attending webinars, and getting involved in BRASS.

Through the mentoring relationship, Cayce gained much confidence in her skills. Lessons learned:

  • Non-business research and teaching skills can be applied to business liaisoning.
  • It is ok for business librarians to need some time to explore and research a difficult research request, and get back to the patron later.
  • Yes, some questions are unanswerable.

Once the fall semester began, Cayce and Bridget implemented an effective outreach campaign to faculty. They began with an associate dean of the business college, which led to attending an executive meeting of the college (deans and department heads), which led to meetings with departments and department heads. By the end of this series of meetings, Cayce was entertaining faculty research questions and requests for instruction workshops for classes. She also targeted new faculty via email and had many fruitful responses.

Cayce concludes:

“As a result of this peer-mentoring experience, I have learned to draw upon my own strengths while benefitting from the expertise of others, a process that embodies the true spirit of collaboration and support while fostering an environment of successful and engaging librarianship”

2.

Business librarians and new academic program review
Kerry Wu & Heidi Senior. (2016). Journal of Business & Finance Librarianship, 21:2, 114-134.
http://dx.doi.org/10.1080/08963568.2016.1140547

This article is also useful for any subject liaison. It provides excellent suggestions for outreach and relationship building for any liaison initiative.

These Portland-based librarians have been busy supporting new program reviews and surveyed the profession on such involvement. From the abstract:

“Although more than 60% of the respondents thought that librarians should play a part in the proposal process, more than 65% of them indicated that they were never involved….The authors held in depth interviews with [nine] survey participants reporting higher-than average involvement to find out about their strategies for success.”

They identify a challenging (but common?) situation:

“The implied expectation is for the librarian to provide an affirmative statement that ‘library resources are adequate.’ Sometimes librarians are caught in an awkward position when the expected statement is not true.”

The article provides a literature review, survey methodology, and findings. There is discussion of library funding limitations and having to “make-do” with existing resources to support the new subject area.

Based on the nine interviews, the authors provide a list of success factors for getting very involved with new program applications. Examples: being held in high regard by the business faculty; and having strong existing relationships with the faculty. The “strategies to improve librarian participation” focus on building trust and relationships with faculty and certainly apply to any kind of liaison work, ex. teaching, consulting, and scholarly communication advocacy.

One interviewee emphasized proactive engagement, as the authors summarized:

 “Insert yourself wherever possible,” one participant advised, “I was pretty good in terms of pushing the envelope…. I always try and make the library sticky.” He was willing to negotiate and the following summed up his philosophy:

But often it is very definitely [sic] you cannot wait for them to come to you, you have to go to them and be willing to be “insertive” and make some suggestions going, “You know, I think the library can help you or we could help you with this, let’s talk about it…”

Ah, some new synonyms for embedded librarianship?

  • Sticky librarian
  • Insertive librarian

Hmm wouldn’t recommend an unfiltered web search for those phrases! Haha

Another good suggestion from an interview: “gave [faculty] a talk on ‘these are things that you can use me for’”.

3.

Using rubrics for assessing information literacy in the finance classroom: a collaboration
Elizabeth M. Mezick & Lorene Hiris. (2016). Journal of Business & Finance Librarianship, 21:2, 95-113.
http://dx.doi.org/10.1080/08963568.2016.1169970

This article presents rubrics to assess ACRL info lit standards (not the frameworks) through a company and industry information assignment that uses a handful of popular business databases. The full assignment is provided.

Transition to the great ACRL controversy of summer 2016…

4.

Framework or Standards? It doesn’t matter
Blog post by Lane Wilkinson
https://senseandreference.wordpress.com/2016/06/29/framework-or-standards-it-doesnt-matter/

A calm discussion about the current frameworks v. standards brouhaha. Refreshing.

Another thoughtful response but in a different tone: http://betterlibraryleaders.com/2016/06/30/reframing-our-standards-initial-thoughts-on-information-literacy-in-a-post-standards-framework/

5.  

Why the “Research Paper” Isn’t Working
Blog post by Barbara Fister
https://www.insidehighered.com/blogs/library_babel_fish/why_the_research_paper_isn_t_working

Yes, this post is old, but I reread it in May after returning from LOEX. I get tired of hearing librarians only discussing the “research paper” as an outcome of student research work.

From near the end:

“If you want students to learn about a topic and be able to synthesize information effectively, fine – but don’t call it research. Turn it into a presentation, an informational brochure, or a Wikipedia article. If you want students to make an argument, start from something they know and care about, something that matters to them and about which they can hold an informed opinion. If you want them to read and understand scholarly material, focus on close reading and have the class jointly prepare an annotated edition. If you want them to write academic prose, wait until they know enough about the discipline to know what they’re talking about and how to ask a meaningful question about it.”

We could add a sentence like “If you want your students gain experience working in teams, as so many grownups have to do in their professional and volunteer work, structure the project to be done within teams.”

6.

Small changes in teaching: the minutes before class: 3 simple ways you can set up the day’s learning before the metaphorical bell rings
James M. Lang, Nov. 15 2015. Chronicle of Higher Education
http://chronicle.com/article/Small-Changes-in-Teaching-The/234178

Excellent suggestions! Yes, it’s easy to spend all your time before class begins getting the libguide and Canvas on screen, and writing notes on the whiteboard. The “create wonder” suggestion is certainly one I should be using more often, like a new Statista infographic, or interesting results from a SimplyMap map.

7.

Don’t get married to the results: managing library change in the age of metrics (presentation)
Corey Seeman, from the ABLD-EBSLG-APBSLG Joint Meeting 2016 in Singapore
http://tinyurl.com/ABLD16Corey

Corey is the head of the University of Michigan business school Library (Kresge Library). His library has gone through a major physical change, which had impact on the nature of metrics collected by the library. He makes an important point about our complex customer base:

“Library challenge [with assessment] is that we have multiple stakeholders and they have different needs:

  • Faculty needs –scholarly journals, articles, books , datasets
  • Student needs –articles, company & industry information, market reports
  • Community –Mostly similar to student needs”

He warns that “Numbers have no intrinsic value –they can show just about anything you want.” Also: “And while your indicators might be fine –it might not reveal the threats that are all about you.”

There’s more about library change, and telling your story (be proactive, talk to your stakeholders, and rewrite your mission as needed.)

8.

A Response to “Embedded Librarianship: A Critical Perspective”
Blog post by Robert Farrell
https://embeddedlibrarian.com/2016/05/27/a-response-to-embedded-librarianship-a-critical-perspective-by-robert-farrell/

A thoughtful rebuttal of a polemic piece about the limits of embedding as a co-teaching librarian. Robert notes that the proposed alternative is clearly another type of embedded librarianship – proactive involvement with the curriculum, utilizing strong relationships with faculty. A bit ironic.

9.

Rejection burnout–a guest post
by Kaitlin Springmier
https://librarianburnout.com/2016/01/26/rejection-burnout-a-guest-post-by-kaitlin-springmier/

A guest post from a resident librarian at the University of Chicago. (I’m a little concerned about why a resident librarian fresh out of library school would be writing on this topic). She presents “5 tips I’ve learned that can greatly reduce the rejection of new ideas or the burnout you feel after hearing ‘no.’” Interestingly, tip #4 goes against recommendations made in other posts at this blog, ex. maintaining work-life balance and enjoying “me time”.

10.

Some interesting articles in the journal Against the Grain: Linking Publishers, Vendors, & Librarians from the Dec 2015-Jan 2016 & February 2016 issues

Negotiation Skills 101: Where Is That Course Given?

Since no one gets a chance to take a negotiation skills class in library school, consultant Michael Gruenberg lays out a 4-point preparation plan involving objectives, timetable, team, and strategy. Gruenberg authored the 2014 book Buying and Selling Information: A Guide for Information Professionals and Salespeople to Build Mutual Success (Information Today).

Cooperation is Key:  How Publishers and Libraries are Working Together to Achieve Common Goals

Michael Arthur (University of Alabama) and Stacy Sieck (Taylor & Francis) discuss their two organizations working together to provide workshops on open access and how to get published. Favorite quote:

“More recently, however, there’s been a gradual shift away from publishers being seen as adversarial to libraries, and there’s now a stronger sense that improving these relationships is important, if not imperative, to the success of both parties…But developing these relationships doesn’t happen overnight. It’s a process that starts with building trust and creating open and honest lines of communication.”

Give the People What They Want — or What They Need?

The often provocative and always interesting Rick Anderson (University of Utah) wrote on this old debate. He contrasts using data to learn what users actually want (which he calls “science”) versus what our patrons should want according to us librarians (“religion”). Providing what they want is our old service model, while advocating for what they should want is our education model. He asserts that

“the first option kind of grates on us as professionals; the second is fraught with frustration (since changing people is notoriously difficult) and political peril (since the people we’re trying to change are also people whose support is essential for our professional survival).”

The education route also risks “alienating our stakeholders”.

I don’t usually get into philosophical writing on librarian issues, but I was thinking about how these ideas might apply to a business librarian working with business faculty and students. Maybe a future post…

11.

Dread data no more: crash course in data visualization for librarians (presentation)
Liz Johns. LOEX 2016.
https://docs.google.com/presentation/d/1onlZqJOuYc4eXv0Lh3Q3RkmxhK2EXl00rtpAhsRiOD4/edit?usp=sharing%27

Liz is the Librarian for Education at Johns Hopkins University. This presentation is a good introduction to the topic. It includes polls in which the audience is asked to pick the better representation of the data, which we readers can also participate in by reviewing the slides. Nice interactive touch.

12.

BusinessDecision: demographic and expenditure data for small business owners [product review]
Trevor L. Winn & Steven Assarian. Journal of Business & Finance Librarianship, (2016, May) 21:2, 175-181.
http://dx.doi.org/10.1080/08963568.2016.1169910

A detailed, expert review of this database by two business librarians in Michigan. The Michigan State Library provides both DemographicsNow and BusinessDecision to libraries in the state. This review well illustrates two really important aspects of database reviews: talking about the source data, and comparing the product to competing products. It usually frustrates me when a shorter review in a publication like Library Journal makes no mention of competitors. That really reduces the value of the review to me, since due to our flat budgets (in a good year), we only get new subscriptions by cancelling existing ones.

But be careful making the comparisons:

“With its extensive consumer data, business and people directory, and mapping features, DemographicsNow is the prime competitor to BusinessDecision when considering the needs of small business owners. Although SimplyMap most closely resembles BusinessDecision’s scope and map-centric interface, DemographicsNow offers more data points relevant to entrepreneurs.”

No, SimplyMap offers data points just as relevant to entrepreneurs as DemographicsNow, and even much more so if you subscribe to SimplyMap modules like MRI and SimmonsLocal. That’s in part why NC LIVE has provided SimplyMap to this state for 8 years now (although not the SimmonsLocal module). My new 3-minute SimplyMap video uses entrepreneurship examples.

13 (last one):

Transitioning to 100% Business E-Books: The Case of a Large University Business Collection
Wahib Nasrallah. Ticker: The Academic Business Librarianship Review, 1:2 (2016)
http://ticker.mcgill.ca/article/view/14

Wahib is the Senior Business Librarian at the University of Cincinnati. I’m not sure if I’ve read an ebook study before that focused on business ebooks. He writes of his library’s successful transition to mostly ebook purchasing. Regarding why the business school was happy with this change, he writes:

“In many ways, we forget that we are in the knowledge business, clinging to old formats while the world around us requires adaptation and change….Book publishing is a slow process, and the transporting of a physical book to a patron isn’t always feasible…The practice of housing print books in mammoth structures with very little circulation statistics to show for is neither efficient nor effective and has not served the goals of business research.”

The library worked with YBP to create notifications of new e-books only. He notes that some publishers have crazy ebook pricing strategies, and presents data on the number of ebooks on business topics published by core business publishers (see the table on p. 3).

Wahib asserts that “Librarians have always shown a preference for selecting books rather than leasing collections from aggregators (Vasileiou, 2012)” but I don’t think that’s true. We like the Safari package for updating its collections of tech books every year, keeping the collection fresh and relevant.

Their library began using DDA in 2012. There has been an increase in titles triggered for purchase and total spending since then. But the library is not using DDA-only:

“The DDA plan is supplemented by minimal print book purchases from those publishers who resist e-publishing. It is also supplemented by a few e-book purchases for books not available on the DDA platform. We are also retaining our publisher-based e-book collections…In 2013/2014, the e-book collection totaled 1,710 DDA titles and 2,937 titles from other sources.. In the same year, we purchased [only!] 89 print books from publishers who do not supply electronic copies for libraries.

Wahib concludes that their “transformation has received much praise and little to no complaints.” A useful case study.

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I’m catching up on my professional reading after the fall semester. Here are summaries and thoughts on some of the readings with my usual focus on liaison work and business librarianship. Good luck to everyone as your semester and year wind down.

1.

It’s Your Business: Evaluating the Business Curriculum to Target Information Literacy in the Discipline [pdf]
by Nataly Blas (Loyola Marymount University)
Academic BRASS, Vol 10 (1), Spring 2015

Nataly provides a step-by-step plan to create a curriculum map of a business info lit program. She writes about what kind of documents to use and look for (ex. syllabi, accreditation standards, library goals, etc.) and provides the example of a business law class. At the end of the short article, she provides a link to map of the Finance curriculum, and also provides a Word template for our mapping efforts. Nataly attended ACRL Immersion this year, so hopefully she will continue to share her thoughtful work with us.

2.

Framework-ized Information Competency Skills for Business Students
by Amanda Howell (University of Wisconsin-Whitewater) after Nancy A. Cunningham (Director, Academic Services University of South Florida)
Google Drive document

Amanda updated Nancy’s information literacy guidelines for the ACRL frameworks idea. The instruction leaders in my library have begun to schedule workshops for liaisons to work on frameworks for our areas, so I’m grateful for Amanda for sharing this recently in a BRASS online discussion. As I’ve heard business librarians lament more than once, the old standards seemed overly focused on students using articles, books, and web sites to write research papers – old-fashioned outputs of student work. So it’s great to see statistical data, market research, company financials, etc. covered on a frameworks guide, and “authorship” defined as more than individuals writing a book or article.

3.

Both Sides Now: Vendors and Librarians: Can You Give Me a “Ballpark” Price of What This Will Cost?
by Michael Gruenberg (President, Gruenberg Consulting, LLC)
Against The Grain, June 2015

ATG is the companion publication to the Charleston Conference. (A small group of business librarians rendezvoused in Charleston last month, Cynthia Cronin-Kardon from the Wharton School reported. Maybe for the 2016 conference we will submit a panel proposal or organize a business librarians & publishers dinner?) Both the publication and the conference are great for facilitating dialogues between librarians and vendors, and for better understanding each other’s practices and needs. In this article, Michael discusses the salesperson’s challenge of responding to early requests for a price, and the information professional’s need to not provide budget details too early. Michael also provides suggestions to both parties on how to handle the negotiation dance.

4.

Two presentations from NCLA 2015

If You Build It, Will They Come? Designing a More Engaged Liaison Program
by Teresa LePors and Betty Garrison (Elon University)

I missed this one due to a class commitment, but really wanted to go. Betty is the Business Librarian and a BLINC-buddy. Teresa became the library dean in summer 2012 and worked with the librarians and staff on some strategic planning and reinvisioning. In 2014 the Elon librarians created a Library Research and Scholarly Services department, with monthly meetings of liaisons. Increased outreach and stronger relationships with faculty is one goal of the new group.

Email was chosen as a target communication tool, and so the liaisons did a study of email interactions with profs by time of day, day of the week, department, who initiated the email, etc. Most of the slides are devoted to this. There are some graphs and pie charts, plus a study of topic/word mapping with quotes for each topic, ex. instruction.

Best practices according to the Elon liaisons:

  • Be visible
  • Show interest
  • Experiment
  • Build relationships
  • Respond promptly
  • Support colleagues

There is also a useful timeline of outreach responsibilities over one year (slide 40).

North Carolina Librarian on Main Street
Nancy Tucker (Business Librarian, Mauney Memorial Library, Kings Mountain, NC), Sharon Stack (Library Director), and Jan Harris (Director, Kings Mountain Main Street Program, City of Kings Mountain). Heather Sanford is the other business librarian involved with this project.

Another program from a BLINC member I regret having to miss. Nancy discusses her library’s proactive engagement of downtown businesses – she and Heather went door-to-door (yes, literally) to offer the library’s support of small businesses:

In this presentation, participants will learn how a small library in Kings Mountain partnered with its city’s Main Street™ organization and Planning and Economic Development department to help small businesses be successful in the 21st century marketplace and in return, the program has benefited downtown revitalization efforts.  This program is a powerful example of how the library has facilitated, through partnerships, a transformation downtown and triggered small business success and economic growth.

The library’s involvement is a vital part of the city’s “Four Point Approach” to revitalize downtown:

  • Organization
  • Promotion
  • Design
  • Economic restructuring

The library offered to help the downtown businesses with business plans, market research, website development, online marketing, print marketing, logo design, branding, technology assistance, mission statement writing, and secret shopping (!) A wonderful example of effective, proactive engagement.

5.

Making All the Right Moves for Liaison Engagement: A Strategy for Relating to Faculty
by John G. Bales
C&RL News, November 2015

A short opinion piece encouraging liaisons to create an action plan for faculty outreach, and then track progress using a spreadsheet that covers all the faculty. Other liaisons have proposed using customer relationship management (CRM) software to enable a group of librarians to track faculty connections. Creepy or really useful?

6.

Where Have All the Books Gone? Exploring “Virtual Libraries” at Cornell University’s Engineering and Physical Science Libraries
by Jill Wilson, Jeremy Cusker, & Dianne Dietrich (Cornell University)
Practical Academic Librarianship: The International Journal of the SLA Academic Division, 5(2):23-31, 2015

Some of you business librarians may have heard Corey Seeman talk about what happened with the library space at the University of Michigan business school. These stories from Cornell are similar. The most interesting parts to me where the outreach efforts that had to be ramped up big time to compensate for the built-in promotional value of the physical space:

New undergraduate and graduate students may hear from peers that “there was once a library and now there is not” and believe—erroneously—that the library is no longer relevant to their development as future researchers. It is crucial then, in the virtual model, that librarians continually develop partnerships with faculty members and remain visible to students.

Interesting perspective for those of us who have always worked out of a general library.

7.

First issue of Ticker

The first issue of Ticker: the Academic Business Librarianship Review came out last summer. The aforementioned Corey wrote a summary of the “Action Learning Conference” held at Michigan Ross. Representatives of several MBA programs discussed their active learning programs or capstones. Michigan business librarians have written about their embedded work in such classes.

In another Ticker article, Jessica Lange of McGill University described a team competition she created for MBA orientation (“MBA Versus MBA Challenge: Developing an Engaging Library Orientation for Incoming Students”). In the first challenge, teams competed to find certain database content the fastest. In the second, the students did a battledecks competition. Slides in the presentation were from Jessica’s short introduction to library services that began the library workshop. Interesting idea!

The research article in Ticker’s first issue is “Our Year of Assessment at Columbia University’s Business and Economics Library” by Kathleen Dreyer and Nisa Bakkalbasi of Columbia University. They adopted

a multi-method assessment approach combining quantitative and qualitative statistics through a survey, exit polls, and direct observations to inform improvement planning of library services and spaces.

Their assessment was partially in response to concerns from MBA students about sharing the library with undergraduates from other campus units. Services fared well in the assessment, but the Columbia librarians reported less satisfaction with technology (for which the library has limited control) and physical spaces. The library has addressed some of those concerns, but still faces the challenge of balancing the needs for group study and social space versus quiet study space.

8.

More from the RSR special issue on entrepreneurship

As noted here recently, Reference Services Review published a special issue on entrepreneurship. Lots of interesting articles from that issue, more than I will summarize here.

Engaging with Entrepreneurs in Academic and Public Libraries
by Jared Hoppenfeld (Texas A&M) and Elizabeth Malafi (Miller Business Resource Center, Middle Country Public Library, Centereach, NY), both leaders in BRASS.

A good introduction to the special issue. I like the focus on both types of libraries. After a long lit review, Jared and Elizabeth summarize the kinds of services they provide to entrepreneurs in their libraries

  • Networking (librarians networking with entrepreneurs, and providing space for entrepreneurs to network with each other)
  • Outreach (ex. Entrepreneurship Bootcamp for Veterans with Disabilities at Texas A&M).
  • Business incubator support
  • Supporting entrepreneurs’ intellectual property research needs
  • Educating entrepreneurs at the library

Many short case studies are briefly summarized.

Jared and Elizabeth conclude with recommendations. The main points:

  • Back to the basics: perform a reference interview
  • Learn about licensed data and entrepreneurs (for the academic subscriptions) [Posie Aagaard and Natasha Z. Arguello from UT San Antonio have an article about this in the same issue]
  • Use your support network (ex. SCORE, SBA, BUSLIB-L)
  • Networking: don’t do it alone; be persistent; try new approaches sometimes
  • Become familiar with intellectual property
  • Take advantage of entrepreneurs’ experiential learning preferences (do hands-on teaching, and get involved with pitch competitions)
  • Keep aware for the next opportunity

In Entrepreneur Assistance & Economic Development in Florida Libraries, Janet Elaine Franks (Saint Leo University) and Carol Johns (Entrepreneur Collaborative Center, Tampa) provide survey results from entrepreneurs and analyze public library services provided to entrepreneurs. A good read after the Hoppenfeld and Malafi survey article.

Academic Libraries as Community Resource Partners for Entrepreneurs by Patrick Griffis (UNLV) focuses on his library’s “strategy of collaborating with community agencies in assisting community entrepreneurs,” especially the local Small Business Development Center and the UNLV law school.

The Business Model Canvas as a Platform for Business Information Literacy Instruction by Terence William O’Neill of Michigan State. Great topic for an article, given how common the one-page business model has become. I remember when even a freshman entrepreneurship class assigned a “business plan” to the student teams, which in hindsight was a foolish choice. Business models are a much better choice for lower-level or introductory courses in entrepreneurship, or for cross-campus classes (ex. Dance or Chemistry) “infused” (as the Coleman Fellows program puts it) with an entrepreneurship module lasting three weeks or so.

In this article, Terence discusses how the MSU business librarians use the business model to organize a research workshop, assigning the students databases like IBIS for the boxes on the model that require industry research. First the librarians have the students spend five minutes fleshing out their business idea. Then the students look at IBIS and reconsider what they have decided so far about the model. Terence notes that IBIS’s topics and subtopics for each industry match pretty easily to the business model topics/boxes. Terence continues:

This in-class exercise immediately encourages the students to think of their business model, and the resultant canvas, as flexible and changeable with new information. The exercise encourages them to check their assumptions while also filling in details for some aspects of the business they might not have had a strong sense of previously.

Nice. Noting that IBIS doesn’t cover all the business model topics, the librarians present an image of the business model with the logos of relevant database in the relevant boxes. For example, RMA eStatement Studies and BizMiner are in the “Revenue Streams” box – a great idea!

My second thought on first seeing that image (the first being that it was a great idea) was that more resources should be listed, ex. Census.gov, SimplyMap, and DemographicsNow for “Customer Segments”. But Terence later writes that in their experience, students are less likely to use databases if too many are listed. An interesting note of caution.

9.

Latest from JBFL

Finally, some good stuff since the spring in the Journal of Business & Finance Librarianship, including reviews of CCH  Accounting Research Manager, PrivCo, the now-free IMF portal, and the OECD e-library. (The ARM review by Susan Klopper of Emery includes a memorable section header: “Accounting Content: Not The Sexiest”. I always appreciate good help like this with accounting resources.)

In a short opinion piece (“What’s in a Name? Rebranding Librarianship for Professional Students”), J. P. Huffman of Penn State University reviews the old “librarian” image problem and discusses the business librarians’ efforts to rebrand themselves as “research consultants”. That language emphasizes their role as coworkers and partners instead of information gatekeepers. She also notes that “consultants” are common in the business world and therefore seeking out the help of a business consultant doesn’t carry a stigma that asking a librarian for help might include. Instead “the library as an institution takes a backseat to our skill set and interactions with students…our identity should come from our actions, not our titles.”

And Ilana Stonebraker wrote up her very interesting flipped classroom experience I first heard her talk about at LOEX last year (“Flipping the Business Information Literacy Classroom: Redesign, Implementation, and Assessment of a Case Study”).  There are a couple of other interesting info lit articles from this issue too.

I could go on, but I just thought of a good title for a post I want to write concerning a search committee I’m chairing this winter.

Happy holidays, all!

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The Carolina Consortium met at UNCG yesterday for its annual meeting and mini-conference. The most interesting program I caught was UNCG’s Tim Bucknall on “The Carolina Consortium OCLC Discovery Deal: an Oxford-Style Debate” featuring Angry Tim vs. Satisfied Tim. OCLC’s Chris Manriquez moderated. Angry Tim wore a black hat and spoke first; Satisfied Tim donned a white one. (The Consortium recently negotiated an OCLC deal after NC LIVE dropped OCLC at the beginning of 2015.) A good discussion with diverse viewpoints and experiences followed. Maybe Tim’s program will resurface at the Charleston Conference this fall.

I also enjoyed seeing BLINC friends (some are heads of collections or e-resources librarian), a former intern, and other friends from the two states.

The mini-conference included 8-minute lightning round presentations. I responded to the call for presenters with the proposed topic of “Are There Alternatives to Expensive Business Content?”

The intended audience would be heads of collection development, not business librarians. My topic was accepted and I began working on slides, based on personal experience negotiating deals with vendors, dealing with our declining budgets, and what I’ve learned from recent BUSLIB traffic and BRASS online discussions.

Right away I figured out that this topic was really much too big to cover in 8 minutes. So lesson one: plan or write-out your full lightning round before submitted it for consideration.

Usually I do fine with pacing and timing in a research workshop or conference program. But those events always include significant time for practice and active learning (for a class) or discussion and Q/A time (for a conference). Those activities provide flexibility in timing. There’s not really any flex time in a lightning round!

At the beginning of the talk, I told everyone I would only have time to define the unusual nature of business information, and then cover the hottest recent topics in business databases for NC LIVE, PASCAL (a South Carolina state-wide database package), and the consortium. The slides covering other categories of business content would be available through the secure part of the Carolina Consortium web site.

Lesson two: don’t plan on using the timer on your iPad if the iPad goes to sleep two minutes after setting the timer for eight minutes. Foolish mistake. My helpful colleague Beth Bernhardt helped me with timing after that.

The next lightning round was “A Follow-Up on UNC Charlotte’s eTextbook Program” by Liz Siler. Halfway through Liz’s presentation, the fire alarm sounded and we had to evacuate the building. (Contractors renovating the nearby food court probably tripped the alarm.) So that was the end of the lightning round segment of the mini-conference.

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