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EMBEDDED LIBRARIANSHIP: CONN CONNECT CTIN ING T THE HE DOT DOTS AVOI OIDIN DING THE THE F FALLS PIT IT For the Library Leadership and Presented by David Shumaker Management Association Clinical

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EMBEDDED LIBRARIANSHIP:

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CONN CONNECT CTIN ING T THE HE DOT DOTS ………… …………

AVOI OIDIN DING THE THE F FALLS PIT IT

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Presented by David Shumaker Clinical Associate Professor Catholic University of America For the Library Leadership and Management Association June 3, 2015

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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

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Agenda

Start 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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  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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  • D. Shumaker LLAMA Webinar June 3, 2015
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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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  • D. Shumaker LLAMA Webinar June 3, 2015
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Definition

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Relationship Shared Goals Custom, High-value Contributions

Success

  • D. Shumaker LLAMA Webinar June 3, 2015
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Value-added

Commoditized

Specialized

Generic

Engaged

Detached Service-oriented

Partnering Relational

Transactional

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Transformation!

  • D. Shumaker LLAMA Webinar June 3, 2015
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What Embedded Librarianship Is Not

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  • D. Shumaker LLAMA Webinar June 3, 2015
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The Embedded Model Is A Continuum

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Traditional……………………..Embedded

  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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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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  • D. Shumaker LLAMA Webinar June 3, 2015
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Preparing: Assess readiness Initiating: Set priorities, allocate resources Sustaining: Internal and external coordination

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  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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Organization Readiness High Organization Readiness Low Librarian Readiness Low Librarian Readiness High

  • D. Shumaker LLAMA Webinar June 3, 2015
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Translating Readiness to Action

Q2: Empower library

  • staff. Build
  • rganizational

readiness Q1: Implement embedded services as a strategic priority Q3: Lay the groundwork Q4: Develop and engage library staff to seize the

  • pportunities

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Organization Readiness High Organization Readiness Low Librarian Readiness Low Librarian Readiness High

  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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  • D. Shumaker LLAMA Webinar June 3, 2015
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Build Relationships

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Actions:

  • Leverage existing service

connections

  • Volunteer!
  • Promote your capabilities
  • D. Shumaker LLAMA Webinar June 3, 2015
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Achieve Shared Understanding and Goals

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Actions:

  • Learn about the people and the

work

  • Identify needs and solve

problems

  • Get management on board
  • D. Shumaker LLAMA Webinar June 3, 2015
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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
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Which came first: the work,

  • r the relationship?

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  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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Follow Marketing Principles

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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
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Assure Quality, and Measure It

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Actions:

  • Align staff skill sets to client

needs

  • Develop staff domain

knowledge as well as librarianship skills

  • Align metrics with your
  • rganization
  • D. Shumaker LLAMA Webinar June 3, 2015
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Maintain Management Ties

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Actions:

  • Get client manager input to

evaluation

  • Ask as well as offer
  • Communicate metrics and

results

  • D. Shumaker LLAMA Webinar June 3, 2015
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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
  • ffer the right

services

  • 4. Build alliances

with customer management

  • 5. Support

librarians’ work

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  • D. Shumaker LLAMA Webinar June 3, 2015
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Part 1: Attributes of embedded librarians Part 2: “Best Practices” and how to adapt them

Part 3: Pitfalls and how to avoid them

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  • D. Shumaker LLAMA Webinar June 3, 2015
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Pitfall #1: Startup Phase: Can’t Get Traction

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Actions:

  • Assess readiness
  • Start small
  • Focus on understanding needs
  • Build relationships first
  • D. Shumaker LLAMA Webinar June 3, 2015
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Pitfall #2: Startup and Growth: Don’t Have Resources

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Actions:

  • Explore alternative funding
  • Strategically re-position staff
  • Think strategically
  • Prioritize
  • D. Shumaker LLAMA Webinar June 3, 2015
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Pitfall #3: Maintaining Success: Isolation

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Actions:

  • Create opportunities for

collaboration:

  • Among embedded librarians;
  • Between embedded and

centralized librarians

  • D. Shumaker LLAMA Webinar June 3, 2015
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Pitfall #4: Maintaining Success: Burnout

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Actions:

  • Create interest groups and other

backup mechanisms

  • Level out the peaks and valleys
  • D. Shumaker LLAMA Webinar June 3, 2015
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Pitfall #5: Maintaining Success: Parochialism

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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
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Pitfall #6: Maintaining Success: Settling for “Good Enough”

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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
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Pitfall #7: Maintaining Success: Librarian “Walks on Water”

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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
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Pitfall #8: Maintaining Success: The Evaluation Gap

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Actions:

  • Library manager and user group

manager share and discuss evaluation

  • Follow organizational practices
  • D. Shumaker LLAMA Webinar June 3, 2015
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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

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  • D. Shumaker LLAMA Webinar June 3, 2015
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For More Information…

Blog: http://www.embeddedlibrarian.com Book:

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David Shumaker shumaker@cua.edu 202-319-5551

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