Slides for a workshop on "Preparing For The Future: Helping Libraries Respond to Changing Technological, Economic and Political Change" given by Brian Kelly, UKOLN at a staff development workshop at the University of York on 4 July 2013. See http://www.ukoln.ac.uk/web-focus/events/workshops/york-library-2013/ .

1. Preparing For The Future: Helping Libraries Respond to
Changing Technological, Economic and Political Change
Making Sense of the Future
Presentation by Brian Kelly, UKOLN at the ILI 2012
conference
1
Brian Kelly,
UKOLN

2. A centre of expertise in digital information management www.ukoln.ac.uk
http://www.ukoln.ac.uk/web-focus/events/workshops/york-library-2013/Twitter:
#???
Preparing For The Future: Helping Libraries
Respond to Changing Technological,
Economic and Political Change
Brian Kelly
UKOLN
University of Bath
Bath, UK
UKOLN is supported by:
This work is licensed under a Creative
Commons Attribution 2.0 licence
(but note caveat)
Email:
b.kelly@ukoln.ac.uk
Blog:
http://ukwebfocus.wordpress.com/
Twitter: @briankelly
Acceptable Use Policy
Recording this talk, taking photos,
discussing the content using Twitter,
blogs, etc. is welcomed providing
distractions to others is minimised.

3. A centre of expertise in digital information management www.ukoln.ac.uk
About Me
Brian Kelly:
• UK Web Focus: national advisory post to UK HEIs
• Long-standing Web evangelist (since 1993)
• Based at UKOLN at the University of Bath
• Prolific blogger (1,100+ posts since Nov 2006)
• User of various devices to support professional (and
social) activities
• Prolific speaker (~400 talks from 1996-2012)
• Author of peer-reviewed papers on various Web
topics
• About to start life as a free-lance consultant
3
Introduction

4. Abstract
Abstract
What technological (and social) developments might
we expect to arrive which will affect the working
environment of the academic library?
We can expect … But there are dangers of making
plans based on technological determinism.
This workshop provides an opportunity for
participants to make use of a methodology for
identifying 'weak signals' of technological
developments and an open sense-making process
for discussing the implications of such developments.
4

5. In the Future
Data will be Big
5

6. In the Future
Content and services will be open
6

7. In the Future
We will own our services and content
7

8. In the Future
We will see a growth in use of online services
8

9. In the Future
We will see the importance of librarians and
information professionals acknowledged
9

10. In the Future
We will see greater investment in libraries
10

11. In the Future
We will travel to work by monorail
11

12. Monorails
12
What I expected in the future

13. In the Future
We will use jetpacks at weekends
13

14. Has the Future Arrived?
Hoverpacks do exist
14

15. Shush!
15
Librarians will appropriate technological
developments to support their activities!
Acknowledgements to Patrick
Hochstenbach (@hochstenbach)

16. What Can We Conclude?
Assumptions of:
• Inevitability of technological developments
• Economic growth (we can afford them)
• Political and social environment (no legal or
environmental barriers)
There is a need to:
• Be wary of predictions which:
 Simply justify our organisation‟s current
approaches (cf. music industry)
 Reflect personal beliefs / discipline norms
• Base predictions on evidence
• Acknowledge that evidence may challenge
organisational or personal beliefs / prejudices
16

17. The Context
In the future mobiles will be smaller & faster;
Data will be Big and content and services will be
open. Lots of opportunities for librarians 
17

18. Ideas initially described
in paper presented at
EMTACL (Emerging
Technologies in
Academic Libraries)
conference
See bit.ly/emtacl12-
kelly
18
Accompanying Paper

19. Time of Growth 
1990s & early 2000s saw:
• Increased funding across
education sector
• Significant developments in
IT sector
• Willingness by senior
managers & funding bodies
to invest in innovative IT
developments (e.g. JISC
development programmes)
19
“Great proposal – we’ll fund it”
Image from Flickr. CC BT-NC-SA licence:
http://www.flickr.com/photos/inlinguamanchester/5036313154/

20. Time of Growth is Over 
Late 2000s and beyond:
• Decreased funding across
education & public sector
• Acknowledgements that
innovation can provide
growth and cost savings
• Significant developments
continue in IT sector
• Investment in innovative IT
developments need to be
based on evidence of
benefits & likleyhood of
success
20
Image from Flickr. CC BY-NC-ND licence:
http://www.flickr.com/photos/drewleavy/339489258//
“You want how much? And no
evidence it will work! You’re
crazy!”

21. Lessons From The Past
Importance of open standards:
• Open standards are essential for interoperability;
preservation; …
• Therefore use SMIL and SVG (open standards from
W3C) and not Flash (proprietary)
The need to be realistic
• What happened to SMIL and SVG?
• The marketplace didn‟t embrace the open standards
• Adoption of open standards would have been costly
• Flash is now being superceded by HTML5
• Flash‟s demise due to lack of support by Apple on
mobile devices
21

22. Why Future-Watch?
Sometimes:
• Technologies may be
slow-burners
• May still be irrelevant
to our businesses
22
Metro, 1 Nov 2012

23. Why Future-Watch?
Need for future-watching to help identify tomorrow‟s key
technologies:
• Changes to existing business processes
• Decisions on assigning resources to find out more
(e.g. commissioning reports)
• Investing in training & development in new areas
• Exploring ways of deprecating existing services (cf
WH Smith‟s decision to stop selling CD singles in
2004)
• …
23

24. Group Exercise
In about 5 groups:
• Identify 4 technology / technology-related trends
which you feel will have a significant impact on
your work in 2-5 years time
24

25. Group Exercise
In about 5 groups:
• Identify 4 technology / technology-related trends
which you feel will have a significant impact on
your work in 2-5 years time
• Share your 4 technologies with the other groups
(only 4!)
25

26. Group Exercise
In about 5 groups:
• Identify 4 technology / technology-related trends
which you feel will have a significant impact on
your work in 2-5 years time
• Share your 4 technologies with the other groups
(only 4!)
• Agreed on a vote on the other groups‟ list:
 3 = Yes, this is important
 2 = Could be important
 1 = Doubtful; sceptical
 0 = No way!
(no half marks; no single transferable votes!)
26

27. Previous Examples
From previous workshops the following technological
/ societal developments were used:
• Mainstream areas
• Niche areas
27
HTML5 EPUB “Openness”“BYOD”

28. JISC Observatory
JISC Observatory:
• JISC-funded initiative
• Systematises processes for anticipating and
responding to projected future trends & scenarios
• Provided by JISC Innovation Support Centres at
UKOLN and CETIS
• See <http://blog.observatory.jisc.ac.uk/>
28
Note:
• JISC Observatory work about to close due to
cessation of JISC core funding for UKOLN & CETIS
• Therefore need for institutional understanding of
processes

29. JIS Observatory process
JIS Observatory process
29

30. Scanning Activities
• Blog posts:
Posts published on JISC Observatory
blog and on existing blogs.
• Monitoring trends:
Monitoring trends in order to:
 Benchmark current usage patterns
 Identify trends
 Identify emerging patterns of usage
30
Google searches for “learning analytics”
took off in 2010.
Possible indicator of relevance across
sector & need for further investigation.

31. Sense-making
Need to:
• Understand limitations of evidence-gathering
techniques (including documenting „paradata‟ so
survey findings are reproducible & can be critiqued)
• Provide suggestions of implications of developments
for the sector
In addition need to encourage feedback on:
• Evidence-gathering techniques
• Interpretation of findings
• Implications of developments
In order to inform:
• Further investigation
• Policy-making, planning and funding31

32. Significant Trends: Mobile
32
We now know of the
importance of Mobile
Tecmark Digital Marketing Agency

33. Significant Trends: Mobile
33
We now know of the
importance of Mobile
Cisco

34. Significant Trends: Mobile
34
We now know of the importance of Mobile: but
did we say the same when WAP came along?
Opera

35. Significant Trends: Social Media
There were “more than 150 million Tweets about the
Olympics over the past 16 days”. [Twitter blog]
35

36. Significant Trends: Social Media
Survey in Aug 2012 of institutional use of Facebook across the
24 Russell Group universities found >1M „Likes‟ followers
36

37. Behind The Data
Trends in Fb „Likes‟ for Russell
group Unis since Jan 2011 show
steady increase
37
Jan 11 Sep 11 May 12 Jul 12
But note increase in Jul 2012 due
to addition of 4 new universities!
But might trends hide a more
complex story:
• Usage & growth dominated
by one significant player.
• More modest usage
generally

38. Need for Paradata and Discussion
Surveys carried out to monitor usage & trends for:
• Institutional use of social media
• Use of researcher profiling services (e.g. Google
Scholar, Academia.edu, …) across institutions
Observations (and feedback):
• Differing results found if quotes used
• Possible inclusion of wrong Unis (e.g. Newcastle
University, Australia)
• Personalised results depending on client environment
38
Need to provide paradata and encourage feedback
on processes and intrepretation of findings

39. Lies, Damned Lies and Graphs
“#Blekko traffic goes through the
roof – for good reason. Try it out!”
Based on blog post entitled
“Blekko’s Traffic Is Up Almost 400
Percent; Here Are The CEO’s
Five Reasons Why” (includes
dissatisfaction with Goole)
39
Is Blekko’s Traffic Really Going Through The Roof? Will It Challenge Google?,
UK Web Focus blog, 18 April 2012

40. Open Sense-making
Importance of open approaches to interpretation
of signals:
• Evidence-gathering methodologies may have flaws
• Incorrect or inappropriate implications may be
made
• This may lead to wrong decisions being made
40
Open sense-making approaches may be difficult –
your marketing department may wish a consistent,
positive message to be made.

41. Beware vested
interests who may
be threatened by
implications of
predictions
Developments may
• Be aligned with
current plans
• Challenge current
plans
41

42. Group Exercise 2
Agree on a hot topic and describe how you would:
• Gather evidence of its importance
• Interpret the evidence
• Address personal / departmental / institutional
biases
• Identify reasons to engage (e.g. actions needed
now; actions needed in the future; risks if actions
not taken; …)
Examples:
• What should we be doing with mobile?
• Should we have a Library Facebook page?
• Should we provide cover pages for printouts from
the IR?
42

43. Informing Practice
Cover pages in IRs may:
• Corrupt embedded metadata
• Degrade workflow practices if
paper subsequently uploaded
to another IR
43
Question:
• “what’s so bad about a cover
sheet from a user’s POV?”
Survey across IR sector:
• Branding is the main motivation
for use of cover sheets
• Mostly created manually
• Can inhibit text-mining and
Google SEO

44. Sense-Making: Use of Fb
Session at IWMW 2013:
• Librarian 1 (research-intensive Uni):
Students keep telling us to “keep out of our social
space”
• Librarian 2 (teaching Uni):
We set up a Library Facebook page. It works
because “we need a presence where students
hangout”
44
Personal perspectives. How do we:
• Gather evidence which informs policies and
practices?
• Make the evidence-based decisions?

45. University of Bedford Library Facebook page
45
University of
Bedford
Library
Facebook
page

46. Across the Sector
Look beyond the host
institution, institutional and
departmental culture and
personal prejudices
46
Opportunities
Risks

47. Opportunities and Risks
Risks averse:
• Public sector
• Libraries
Risks of being risk-averse
• Missed opportunities
• Criticisms from users
• Advantages to competitors
Need for a managed approach to:
• Assessing risks
• Risk mitigation
• Acceptance of risks
47
Kelly, B. and Oppenheim, C., 2009.
Empowering users and their
institutions: A risks and opportunities
framework for exploiting the potential
of the social web.

48. “It‟s About Nodes and Connections”
Cameron Neylon keynote at OR 2012:
“Networks qualitatively change our capacity”
• With only 20% of a community connected
only limited interaction can take place
• This increases drastically as numbers of
connected nodes grows
Examples:
• Phone networks (no use with only 1 user!)
• Tweeting at events
• Galaxy Zoo
Implications:
• Importance of best practices for popular & well-used channels
e.g. Twitter/Facebook and not Identi.ca/Diaspora
48
“Filters block. Filters cause
friction”
Need for client-side, not
supply-side filters.
Theory

49. 49
Open Data
“Is London 2012 a
haven for open
data?”
Conclusions:
• “Not this time”
• “But it is the first
data Olympics”
• “It's hard to see that
by [Rio] 2016 this
won't emerge as
data we can all
use”

50. Open Data
“Manchester City to
open the archive on
player data and
statistics”
Example of:
• Public interest in
open data
• Interest from
commercial sector
50

51. 51
Use of Open Data in Libraries
Trends in reusing Library usage data,
e.g. JISC‟s Library Impact Data Project
Average number of books borrowed and e-resource
logins for ~33,000 students in final year of studies
Image & data provided by
Dave Pattern under a CC
BY-NC-SA licence

52. 52
Early Signals?
News stories (Aug
2012) about plans for
privatisation at
London Metropolitan
University

53. Follow-up comment
(20 Aug 2012):
“VC should be
applauded for the
classic business
move of getting the
university to
concentrate on its
core activity”
53
Early Signals?
Carl Lygo is chief executive
of the 'for profit' BPP
Professional Education group
and principal of BPP
University College

54. Recap
Within your organisation / sector there is a need to have
mechanisms for identifying technological developments
which may have an impact on the business:
• Observing trends and signals
• Observing signals from diversity of sources
• Interpreting the implications
• Identifying changes which may be needed within the
organisation
• Inviting feedback and critiques of the evidence-gathering
processes and the interpretations of the findings
54

55. Challenge For Librarians
In time of uncertain
futures:
• Use evidence-based
approaches to
understanding the future
• Understand the changing
environment
• Engage with opportunities
in areas of growth and
institutional importance
• Be open and encourage
discussion on analysis &
interpretation of findings
55

56. Serenity prayer
Serenity prayer:
God, grant me the
serenity to accept
the things I cannot
change,
Courage to change
the things I can,
And wisdom to know
the difference.
56
Tim Berners-Lee
didn‟t accept the
evidence of the
popularity of Gopher!

57. Beyond The Uncertainties
What are the “only three certainties in life”?
• Death
• Taxes
• The government is out to get you /
other jokey remark
57
Benjamin Franklin once said “There are only two
certainties in life - death and taxes”.
What‟s the relevance to today‟s session?
The three certainties:
• Death
• Taxes
• At some point we will all leave our host institution

58. Information Literacy
• Defined as “the ability to find, use, evaluate
and communicate information”
• Felt to be “an essential skill in this digital age
and era of life-long learning”
LILAC Conference home page
58

59. About This Section
What happens when:
• “The axeman cometh” and staff are made
redundant or take early retirement?
• Researcher follow a conventional route and leave
when their funding finishes
• They wish to continue to exploit their professional
interests as:
 A consultant
 An itinerant researcher
 At another institution
 A means of developing their CV
59
Who has responsibility for ensuring staff & researchers
are able to respond appropriately to such „life events‟?

60. Assumptions
The University service environment may
assume:
• You can trust the institution
• We will provide the appropriate IT infrastructure
• We are here to help you
But:
• When you leave we don‟t care (unless you donate
money!)
• Our auditors tell us we must delete accounts when
people leave
• We run courses for new staff & students (our
assets) but not when they are about to leave (our
liabilities)
60

61. Policy at Bath University
When staff leave
61 See http://www.bath.ac.uk/bucs/news/news_0013.html

62. Policy at Bath University
Detailed policies
62
• Staff leave
• Staff have a new job in the Uni
• Staff are dismissed
• Staff die
University gives very brief details when:

63. Revisiting Information Literacy
Information literacy is defined as
• “the ability to find, use, evaluate and
communicate information”
And is regarded as
• “an essential skill in this digital age and era of
life-long learning”
Therefore let‟s explore ways of:
• Supporting staff who wish to continue use and
communicate information after they leave the
host institution
• Ensure staff have the life-long skills to use,
evaluate and communicate information beyond
their host institution‟s IT environment
63

64. The Context
Cessation of core funding for UKOLN, CETIS and
OSS Watch.
64
UK Web Focus blog, 21 December 2012

65. The Context
Cessation of core funding for UKOLN,
CETIS and OSS Watch.
65 JISC OSS Watch blog, 15 February 2013
We are seeing
staff at well-
established
JISC-funded
organisations
having to
prepare for a
“new future”

66. Personal Motivations
My interests are to ensure that:
• My professional „brand‟ persists when I leave my
host institution
• My research publications continue to be an asset
after I leave my host institution
• My authorship of papers is correctly attributed
• I can continue to engage with my professional
communities after I leave my host institution
• I can continue to access and manage relevant
services after I leave my host institution
• I do not undermine relationships with my current
host institution after I leave
66

67. The Institutional Repository
Opus, the University of Bath
institutional repository, provides
a secure, reliable & maintained
repository for my research
papers, project reports, etc.
67

68. Persistency of Records
Informal feedback:
• "Records disappear when someone leaves because
that's entirely appropriate."
• "Staff leaving the university have a different
relationship to the organisation. By rights we should
shut off ALL accounts the day the relationship with
the organisation ends."
Institutional context:
“this is obviously down to institutional management of
people records”
Where does your policy fit in the spectrum?
• We‟re focussing on the REF and our CRIS
(Current Research Information System)
• We are loyal to former employees68

69. Manage Your Own Records
Ensure that a record of your
work (e.g. your publications)
is available beyond the
institution (e.g. on LinkedIn)
69

70. Manage Your Own Data
Ensure that your (open
access) publications are
hosted in an environment
you can maintain when you
leave the institution.
For example:
• ResearchGate
70
Papers hosted initially in
local open access repository

71. Manage Your Own Data
71
Ensure that your (open
access) publications
are hosted in an
environment you can
maintain when you
leave the institution.
For example:
• ResearchGate
• Academia.edu
No permission to
upload book chapter, so
metadata-only records

72. My Own Thoughts, Ideas
Ensure that if
you have a blog
it isn‟t trapped in
the institution:
• Create a blog
in the Cloud
initially
• Migrate your
blog
72

73. Use Cloud Sharing Services
Have you got your drive
Skydrive, Google Drive &
Dropbox accounts?
73
Collaborative peer-reviewed papers since
2012 have been written using Skydrive:
• File in once place (avoids multiple master
copies problem).
• Can be viewed (and updated) on mobile
devices
• Can use MS Word in the Cloud
Display of W4A 2012 paper on iPod Touch

74. Manage Your Own Server
The spectrum of ownership:
• Your CV and list of
publications
• Your publications
themselves
• Your blog content
• The server for your blog
74

75. Netskills Training
75
Netskills course

76. View of a retired academic
“Last night, I wrote reference for an ex-colleague,
and noticed that the form expected me to belong to
an institution. I guess that identity formation is
ongoing work. Am I retired just because I have a
pension? Retired is a deadly label I think.”
Recently retired academic from a northern university
76

77. Your Digital Identity
What is your digital identity?
What makes you you online?
• Your ideas (e.g. express on your blog)?
• Your email engagement?
• Your community engagement?
• Your community?
• Your resources?
• Your affiliation with your institution (e.g. (1) you
are a „corporate‟ person; (2) “blue till I die”; …)?
• Your work colleagues
• …?
77

78. ORCID
Take control of your
research identity!
ORCID:
• Open Researcher and
Contributor ID
• Non-proprietary
alphanumeric code to
uniquely identify
scientific / academic
authors
• Managed by ORCID
Inc. an open &
independent registry
78
My ORCID: 0000-0001-5875-8744

79. Email
79
How do I:
• Manage Gb of email messages?
• Migrate content to alternative location
• Associate new location with email client?
Over 17 years of
email use have:
• Large number of
messages
• Large number of
contacts
• Personal &
professional uses
Need to be able to:
• Migrate content
• Manage
connections
• Migrate list usage

80. Email As Authentication Tool
80
Change your email address to
ensure you aren‟t locked out
of Cloud services!
Claim your papers in
Google Scholar while your
institutional email is valid –
otherwise you might not
be able to claim them!Without access to valid email address you won‟t be
able to use & manage your content (info literacy!)

81. Links with the Institution
81
“You’ve rejected me /
Our relationship was fated to finish.
But I still care about you”

82. My „Link Love‟
82
As described in OR 12 paper, links from popular blogs &
social media sites can enhance Google ranking of repositories
I wish to continue to
provide benefits to
host institution by:
• Ensuring valuable
content is not lost
• Transfer digital
assets where
appropriate
• Provide „link love‟
to institutional
Web site

83. “After Bath”
83
Advice for
graduates
provided by
Careers
Service

84. Research Concordance
Shouldn‟t life-long skills
to manage digital
content be address in
Research Concordance?84

85. Conclusions
To conclude:
• Staff & researchers will spend only a part of their
working lives within their current host institution
• They should develop skills in being productive
beyond the institutional environment
• This can enhance the productivity of UK plc.
• Opportunities for librarians to support such work
• But do librarians see their role primarily to support
use of institutional services?
• Opportunity to address this as part of a Research
Concordance suitable for changed economic
environment?
85

86. Over To You
What do you do to ensure:
• That your staff & researchers have life-long IT
skills?
• Are comfortable with use of Cloud services and
not just institutional tools?
• Are able to exploit their ideas and resources in
order to enhance productivity of UK plc?
86

87. The Data will be Big, but our users will continue to use
Facebook and Twitter
But research data will grow in importance as will use of
mobiles.
According to the evidence the future isn‟t quite what I
expected. But it has helped to identify our business
strategies.
Conclusions (1)
87

88. The Data will be Big, but our users will continue to use
Facebook and Twitter
But research data will grow in importance as will use of
mobiles.
According to the evidence the future isn‟t quite what I
expected. But it has helped to identify our business
strategies.
Conclusions (2)
88