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EMBEDDED LIBRARIANSHIP:

Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

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Page 1: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

EMBEDDED LIBRARIANSHIP:

Page 2: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

CONNECTING THE DOTS…………

AVOIDING THE FALLSPIT

Page 3: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Presented by David Shumaker

Clinical Associate Professor

Catholic University of America

For the Library Leadership and Management Association

June 3, 2015

Page 4: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Poll #1

What type of library setting do you work in (or are you primarily interested in): Academic library Public library Primary / secondary education Specialized library … none of the above

D. Shumaker LLAMA Webinar June 3, 2015 4

Page 5: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

AgendaStart Introduction and Why We’re Here

0:10 Attributes of Embedded Librarianship

0:25 Connecting the Dots: “Best Practices” and How to Adapt Them

0:50 Pitfalls and How to Avoid Them

1:10 Q & A

1:30 Close

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Page 6: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Learning objectives

At the conclusion of the workshop participants will: Understand the essential characteristics of embedded

librarianship Adapt successful strategies to their organizations and

communities Avoid or mitigate practices that can detract from

success

6D. Shumaker LLAMA Webinar June 3, 2015

Page 7: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Part 1: Attributes of embedded librarianship

Part 2: “Best practices” and how to adapt them

Part 3: Pitfalls and how to avoid them

7D. Shumaker LLAMA Webinar June 3, 2015

Page 8: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

8D. Shumaker LLAMA Webinar June 3, 2015

Page 9: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Definition

9

Relationship Shared GoalsCustom,

High-value Contributions

Success

D. Shumaker LLAMA Webinar June 3, 2015

Page 10: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Value-addedCommoditized

SpecializedGeneric

EngagedDetached

Service-oriented Partnering

RelationalTransactional

10

Transformation!

D. Shumaker LLAMA Webinar June 3, 2015

Page 11: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

What Embedded Librarianship Is Not

11D. Shumaker LLAMA Webinar June 3, 2015

Page 12: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

The Embedded Model Is A Continuum

12

Traditional……………………..Embedded

D. Shumaker LLAMA Webinar June 3, 2015

Page 13: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Poll #2

What’s Your Experience with Embedded Librarianship? Not embedded / haven’t initiated this Early stage of development Mature / been doing it for awhile

D. Shumaker LLAMA Webinar June 3, 2015 13

Page 14: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Part 1: Attributes of embedded librarianship

Part 2: “Best Practices” and how to adapt them

Part 3: Pitfalls and how to avoid them

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Page 15: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Preparing: Assess readiness

Initiating: Set priorities, allocate resources

Sustaining: Internal and external coordination

15D. Shumaker LLAMA Webinar June 3, 2015

Page 16: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Key Factors

Librarians

• Professional skills• Research & Analysis• Teaching• Content management

• Context knowledge• Domain knowledge• Interpersonal / social

skills

Organization

• Executive champion• Respected clients• Middle management

relationships• Autonomy• Management culture

16D. Shumaker LLAMA Webinar June 3, 2015

Page 17: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Assessing Readiness

High Librarian Readiness

Low Organization

Readiness

High Librarian and High

Organization Readiness

Low Librarian and Low

Organization Readiness

Low Librarian Readiness

High Organization

Readiness

17

OrganizationReadinessHigh

OrganizationReadiness

Low

Librarian Readiness Low

Librarian Readiness High

D. Shumaker LLAMA Webinar June 3, 2015

Page 18: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Translating Readiness to Action

Q2:

Empower library staff. Build

organizational readiness

Q1: Implement embedded

services as a strategic priority

Q3:

Lay the groundwork

Q4:

Develop and engage library

staff to seize the opportunities

18

OrganizationReadinessHigh

OrganizationReadiness

Low

Librarian Readiness Low

Librarian Readiness High

D. Shumaker LLAMA Webinar June 3, 2015

Page 19: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Initiation Phase Principles

• Library manager must be proactive; Both library and customer group managers must commit

• Staff must take initiative too

Managers must lead AND empower staff

• Big initiatives often stumble • A model of success can be replicated

Run pilot projects and scale up

• Balance the “low hanging fruit” with the “gold strike” initiatives for short term wins

Prioritize actions

19D. Shumaker LLAMA Webinar June 3, 2015

Page 20: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Build Relationships

20

Actions:

• Leverage existing service connections

• Volunteer!• Promote your capabilities

D. Shumaker LLAMA Webinar June 3, 2015

Page 21: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Achieve Shared Understanding and Goals

21

Actions:

• Learn about the people and the work

• Identify needs and solve problems

• Get management on board

D. Shumaker LLAMA Webinar June 3, 2015

Page 22: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Develop Collaboration

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Actions:

• Deliver customized, high-value work

• Ask for feedback• Keep in touch with managers

and colleagues

D. Shumaker LLAMA Webinar June 3, 2015

Page 23: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Which came first: the work, or the relationship?

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Page 24: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Sustaining Phase Principles

• Segment the audiences• Use appropriate media and messages

Don’t Stop Marketing!

• Success depends on high quality and added value• Encourage librarians’ professional development• Evaluate and communicate

Assure Quality and Institutionalize Evaluation

• Maintain two-way communication and commitment

Keep Up Management Relationships

24D. Shumaker LLAMA Webinar June 3, 2015

Page 25: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Follow Marketing Principles

25

Actions:

• Identify target audiences and influencers too

• Use different messages that resonate with each group

• Use old and new media: word of mouth, orientations, social media …

D. Shumaker LLAMA Webinar June 3, 2015

Page 26: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Assure Quality, and Measure It

26

Actions:

• Align staff skill sets to client needs

• Develop staff domain knowledge as well as librarianship skills

• Align metrics with your organization

D. Shumaker LLAMA Webinar June 3, 2015

Page 27: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Maintain Management Ties

27

Actions:

• Get client manager input to evaluation

• Ask as well as offer• Communicate metrics and

results

D. Shumaker LLAMA Webinar June 3, 2015

Page 28: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Review: The “Virtuous Cycle”

1. Hire staff who can build

relationships

2. Let them learn the organization and the subject

domain

3. Empower them to offer the right

services

4. Build alliances with customer management

5. Support librarians’

work

28D. Shumaker LLAMA Webinar June 3, 2015

Page 29: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Part 1: Attributes of embedded librarians

Part 2: “Best Practices” and how to adapt them

Part 3: Pitfalls and how to avoid them

29D. Shumaker LLAMA Webinar June 3, 2015

Page 30: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #1:Startup Phase:

Can’t Get Traction

30

Actions:

• Assess readiness• Start small• Focus on understanding needs• Build relationships first

D. Shumaker LLAMA Webinar June 3, 2015

Page 31: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #2: Startup and Growth:Don’t Have Resources

31

Actions:

• Explore alternative funding• Strategically re-position staff• Think strategically• Prioritize

D. Shumaker LLAMA Webinar June 3, 2015

Page 32: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #3:Maintaining Success:

Isolation

32

Actions:

• Create opportunities for collaboration:

• Among embedded librarians; • Between embedded and

centralized librarians

D. Shumaker LLAMA Webinar June 3, 2015

Page 33: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #4:Maintaining Success:

Burnout

33

Actions:

• Create interest groups and other backup mechanisms

• Level out the peaks and valleys

D. Shumaker LLAMA Webinar June 3, 2015

Page 34: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #5:Maintaining Success:

Parochialism

34

Actions:

• Create a forum to aggregate team-level inputs and achieve enterprise perspective

• Maintain contact between library management and information user group management

D. Shumaker LLAMA Webinar June 3, 2015

Page 35: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #6:Maintaining Success:

Settling for “Good Enough”

35

Actions:

• Review the model• Ask hard questions• Do you really have the

relationship, shared goals, and collaboration that are necessary?

D. Shumaker LLAMA Webinar June 3, 2015

Page 36: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #7:Maintaining Success:

Librarian “Walks on Water”

36

Actions:

• Succession planning and staff development

• Interest groups and other mechanisms enable junior staff to develop expertise and credibility

D. Shumaker LLAMA Webinar June 3, 2015

Page 37: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfall #8:Maintaining Success:The Evaluation Gap

37

Actions:

• Library manager and user group manager share and discuss evaluation

• Follow organizational practices

D. Shumaker LLAMA Webinar June 3, 2015

Page 38: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

Pitfalls in Review

Can’t Get Traction

Don’t Have Resources Isolation Burnout

Parochialism Settling for “Good Enough” Librarian “Walks on Water” The Evaluation Gap

38D. Shumaker LLAMA Webinar June 3, 2015

Page 39: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

For More Information…

Blog: http://www.embeddedlibrarian.com

Book:

39D. Shumaker LLAMA Webinar June 3, 2015

Page 40: Embedded Librarianship: Connecting the Dots, and Avoiding ... LLAMA sli… · AVOIDING THE FALLS PIT. Presented by David Shumaker. Clinical Associate Professor. Catholic University

David [email protected]

202-319-555140D. Shumaker LLAMA Webinar June 3, 2015