All posts by Angela Rathmel

The Rock and the Hard Place (Part 3): Being Open For Change

Two years ago the department in which I work was charged with developing a new organizational structure in response to changes in the scholarly publishing landscape.  Reflecting, presenting, and writing in various venues about this, it’s hard to avoid the ad nauseam reference to change – change is the new normal; embrace change; anticipate change; be the change you wish to see in the world.

In my previous post, the second in this three part series, I noted that the literature is growing in supporting the fact that flipping (changing) the subscription model to open access is an attainable reality, and that a will to do so is what’s needed.  My experience rethinking acquisitions and resource sharing workflows to support this changing landscape lead me to believe there is more than will at play.

One problem many libraries are aiming to solve with reorganizations, is the inadequate support of e-resource and open access workflows resulting from predominantly print based workflow and organizational structures.  This is interestingly parallel to an observation Van Noorden makes regarding the costs (that translate to high pricing) of traditional publishing and open access models. He writes:

“Whereas small [open access] starts ups can come up with fresh workflows using the latest electronic tools, some established publishers are still dealing with antiquated workflows for arranging peer review, typesetting, file-format conversation, and other chores.  Still older publishers are investing heavily in technology and should catch up eventually.”

Investing heavily is an interesting lens with which to consider the tensions at play in the subscription model and open access and is often the starting point for change. Investment connotes the shared driver of money at stake.  But investment of time, thought, and resources are also very much at play in exploring alternative workflow and organizational structures in these same spheres.   And because both involve people, solutions are not always a matter of simple arithmetic.

I had the opportunity to take notes for parts of the OA Symposium held at the University of Kansas recently, which was aimed specifically on open access funding alternatives to article and book processing charges (APC/BPC).  As I took notes for the symposium, I listened for specific connections to the subscription model that might lead to actionable solutions in my circle of influence. From almost every participant there was a common call for: concrete, actionable solutions (that do not reinvent the wheel), connections, and momentum.  Not surprisingly, these same outcomes are desired by those involved in reorganizational efforts to address and support such changes.

Breaking down any large problem — like institutional reorganizations or flipping subscription based or APC models of open access — requires both an ability to see the actors involved and the connections at play.  Both cases need a good dose of facilitation and process mapping.  In the OA Symposium participants did a fair amount of idea-generation, but also worked together in small groups to break down the processes involved in the APC model and its connections to many local and international players.  Proposing alternative models addressed the practicalities and anticipated challenges of implementation. Some of these proposals mentioned connections to subscription model in general terms; others offered more specifics.  I starting thinking more about the workflow and organizational implementation on a couple of these ideas.

Common funding models for open access initiatives, besides funding APC, are investing in open access memberships.  This is somewhat like subscription-based membership in consortia, which aim to reduce individual cost of participants and garner negotiating power in numbers. But a new (to me) twist on this model proposed that instead of modeling the price of participation on FTE or Carnegie classification (as the subscription models commonly do), perhaps differing levels of participation could be more voluntary, like endowments. Taking this a step further, I wonder if the options to invest as a silent donor would attract even more willing participation.  While contrary to the more public investment desired by open access advocacy, this recognizes a more guarded approach the subscription model workflow sometimes takes in managing messages about investment.  Take new e-resource trials, for example, which on the face of it represent no actual monetary commitment. However, a decision to even pursue trials may be carefully considered against messages that might appear to over promise the availability of resources that cannot be realistically afforded.  Such a decision might also  work at cross purposes with existing renewal workflows in negotiating better deals. To be clear, the need for budgetary accommodation in subscription renewals does not prevent libraries from considering new resources, but an awareness that the complexities of that messaging should be recognized.

Another, perhaps controversial twist on the membership models was tying participation with a commitment to reinvest subscription dollars along various timelines. (e.g. 1% – 100% over 10 years).  The incremental nature of this approach is also similar to subscription renewal workflows, which operate in annual incremental percentages increases (e.g. multi-year renewal deals often negotiate a pricing percentage cap on increases).  Again, its success with subscription workflows may come down to a question of transparency.  As with some licensing negotiation terms, a public, unified statement of commitment often helps get such clauses addressed in negotiation. Whether internal, or a transparent part of the negotiation process, finding a way to flip the negotiation of price cap percentage to a price reinvestment percentage is an interesting concept.

There are million other tiny ways to begin rethinking subscription and open access workflows in concrete ways. My next concrete step is to consider the steps recommended in the OA2020 Roadmap which is teeming with concrete practical solutions for subscription and open access budgeting and reporting, assessment, negotiation, and more. Being present at KU’s OA Symposium allowed me to pay attention and consider realities I hadn’t been aware of and take stock of how much more I can learn and potentially contribute.

 

References

Richard Van Noordern, “The True Cost of Science Publishing,” Nature 495 (2013), 426-429, doi:10.1038/495426a

My Space, Your Space, Our Space, New Space?

For this week’s post, I had the unique opportunity to review a recently published white paper by Brian Mathews, associate dean at Virginia Tech Libraries and Jenizza Badua, interior design student at Virginia Tech entitled, Curating the Campus, Curating Change.  This fascinating conceptual piece is based on a mixture of ideas, conversations, and some actual realities relating to physical learning spaces across college campuses.

Mathews’ responsibilities for facilities, space planning, and management, combined with a background in user experience, naturally inform his research in this area.  While writing his book Encoding Space (also recently published), Mathews explores “the philosophy and texture of physical spaces and what they enable and inspire people to do”.  Curating the Campus developed out of this research by taking those same concepts beyond the library.

“So when you apply things like design thinking and look at the campus as a system, you start to notice areas that could be improved. We have been so focused on improving our libraries, but these skills and insights we’ve been developing could apply elsewhere.”

The paper challenges readers to build their own new ideas on classroom buildings, research buildings, labs, studios, exhibits & displays, atriums & lobbies, living learning community, and incubators from the 8 vignettes offered. Below are some of the questions the piece brought to my mind that I posed to Mathews.

 

ACRLog: I recognized examples of these ideas occurring in reimagined spaces within the library, can you talk more about how you see this model differently?

Mathews: I think the Hunt Library Teaching and Visualization Lab at North Carolina State (NC State) gets to the point. They have established their expertise in this area.  But, should they not just be contained within Hunt or Hill Libraries, they could extend service delivery — sort of in a franchise model.  For example, maybe the focus is more on data visualization for the social sciences. Working with that College they develop a space and some adaptive service models. Then staff together go in with a designer and informaticist to support teaching and research for this discipline.  I think a “phase one” would be looking at current spaces around campus to see how they could be improved. And the next level is service design and partnerships. When I visit buildings around campus I enter thinking “how could the library enhance what’s happening here.” That doesn’t mean setting up a reference desk. In the paper I tried to outline a few of the possibilities.

 

ACRLog: Where else can we see this is currently happening in academic institutions?

Mathews: Each campus has its own politics and geography. What works at one university might not work in another. So the point of the paper was to express a general ethos with the hope of sparking conversations. I tried to imagine the next five to ten years in the profession and it seems we will reach a point where we burst from beyond our buildings and start applying these ideas and principles in other locations.  I think the Active Learning Center at Purdue provides somewhat of an example: a shared building between libraries and registrar. At Virginia Tech we are working on this concept within a new classroom building. I’m also a co-chair of a campus-wide task force looking at renovating lobby areas of academic buildings and developing a better mix of quiet and collaborative areas.  But the paper isn’t really about spaces, it’s about partnerships. I used the word mash-ups—and that’s the creative challenge. It’s not just taking the library and putting it in Building X, but rather, working with Student Affairs and the Business School to develop an entirely new service or environment within a location that isn’t the library.

 

ACRLog: I’m intrigued by the significant role of partnership that comes up here, and you mention in the beginning of the piece the term interaction scienceHow do you see interaction science in this context? How is it changing the librarian profession?

Mathews: Interaction science to me is about how people work together. How they collaborate. How they cooperate. How they communicate. How they frame and explore problems. How they overcome differences. How they produce. Really — big picture — how they interact with each other and their environment. In the different stages of group work, it’s how they form and perform. In my library we study this. We want to learn from these interactions so we can improve our spaces and services. It’s the difference between offering a few tables and chairs and building a curated learning environment. The former is what I tend to see around campus buildings, whereas the latter is what librarians have been building. I think we can export our knowledge, particularly group commons areas, to other locations.

 

ACRLog: In addition to new opportunities, what problems are solved by decentralizing the programs, librarians, and spaces across campus buildings?

Mathews: Most of us don’t have a lot of free space in our buildings, [but] we would be able to offer emerging services elsewhere. I think we would be better able to integrate across campus rather than with a library-centered service perspective. I think it would open new partnerships and strengthen existing ones. I think it could provide better access to tools, resources, and expertise. I think it could help expand people’s thinking about what a libraries does or has to offer.

 

ACRLog: Yes, the idea (perceived or real) that our libraries are no longer filled with books, has in some cases, put pressure on libraries to re-imagine their own spaces for other campus purposes.  Do you see this an opportunity for, or in opposition against what is proposed here?  Or how does the role of the library building change in this new arena?

Mathews: I explore this a bit in my book. The problem I see is that many libraries are trying to do too many things. We want to accommodate digital humanities centers, visualization studios, maker spaces, quiet areas and collaborative areas, and collections, and on and on. There is a lot of pressure on our buildings. I love libraries being filled with books. I think the diffused approach helps us to push out services so that we can maintain collections or repurpose our space accordingly. But it starts by establishing expertise in this area. That’s what I really admire about NC State — their laser focus on learning environments. They have built a solid reputation and could probably advise and partner other units on their campus.I view libraries as prototyping environments. We can test emerging service designs and technologies, improve upon them, and then spin them out elsewhere on campus. I think that is an exciting possibility for our spaces. Our expertise is shaping environments, services, and resources for communities so we can serve as a testing ground for new ideas until they can move on.

Wrapping up our interview by phone, Mathews and I talked further about issues around partnership, like the geopolitics of space and the important role a supportive University administration plays.  The fun things about a piece like this is the way it generates new ideas and connections.  It’s a conversation-starter.  And it seems that reality underlies the whole premise of these spaces – to foster imagination and partnerships that are not just intentional and deliberate, but also spontaneous.  You don’t know what you don’t know, which is my favorite opportunistic problem!

References:

Mathews, B., & Badua, J. (October, 2016). Curating the campus, curating change: A collection of  eight vignettes. http://hdl.handle.net/10919/73191

Mathews, B., & Soistmann, L. A. (2016). Encoding space: Shaping learning environments that unlock human potential.

 

The Rock and the Hard Place (Part 2): Opening Up License Negotiation

The following is the second in a series of posts on the subscription-based model and open access alternatives, and how each get stuck from their respective ends of the scholarly information supply chain.  In addition to the usual disclaimer regarding my own opinions expressed here, these should also not be interpreted as a substitute for legal advice.

In my last post I outlined one side of scholarly communication — the subscription renewal process – in underrepresented detail, revealing places where it is stuck in arduous workflow, inefficient systems, and complex, problematic licenses. In addition to pointing out the subscription model’s own struggles, I acknowledge its perpetuation works directly against investment in open access alternatives. Seeing the shared predicament from each respective end, I wondered how these two workflows come together in practice. Beyond our company in misery, this post will explore where collaborations, specifically in the realm of licensing, have made progress toward alternatives to traditional publishing and subscription-based acquisition.

Licensing
Contract negotiation is an activity associated with the subscription model that most often occurs when placing new orders or at renewal. In many cases this responsibility is performed by collection management or acquisitions, usually with support of the institution’s general counsel. Scholarly communication staff also interpret contracts as they assist authors in negotiating publishing terms and retention of authors’ copyright. The scholarly communication office might also be involved in contract negotiation if they are a publishing entity themselves. A third player, interlibrary loan, also plays a role in licensing terms, interpreting copyright and fair use as it relates to day-to-day borrowing and lending, and copyright fee payment associated with these activities.

For other obvious reasons, these areas of the library are key stakeholders in the subscription renewal process. If we cancel, what will the faculty reaction be? How will the subscription savings through cancellation effect the cost of ILL? If we renew, what does this say about our efforts in promoting open access? In addition to this, the skillset these faculty share in negotiation and the interpretation of copyright in particular reveals a unique collaborative opportunity for subscription and open access workflows.

Bringing these shared skillsets together in the licensing process allows for a more comprehensive awareness of where contracts can restrict rights granted by copyright law. More specifically these perspectives can quickly identify key terms that can best mitigate that risk and influence other favorable objectives. The LIBLICENSE project is an excellent starting point for understanding general license terms and those specific to the needs of libraries. I highlight examples of some commonly sought terms below for which the collaborative contexts I’ve mentioned have been most helpful in addressing. Relevant pages and discussion threads from LIBLICENSE and other resources are linked within.

In terms of content and acquisition:
• Post-cancellation access (see perpetual license)
• Emergency cancellation clause (see force majeure and early termination)
• Title swap and cancellation allowance
• Content caps on changed or lost content
• Pricing caps – the larger or longer the deal, the lower the cap

In terms of ILL and copyright:
• Allowing ILL with more liberal interpretation for electronic access (see 1997 ILL straw poll)
• Assert/Do not remain silent on copyright (see section 3.3 model license “ No Diminution of Rights” and Fair Use assumptions discussion thread)

In terms of open access:
• Assert author rights (see 3.4 model license “Authors’ Own Works” and also COAR’s 2013 report: OA Clauses in Publishers Licenses )
• Eliminate or ameliorate confidentiality and non-disclosure clauses (see also ARL recommendation)
• Allow for text and data mining (see Request: Text and Data Mining Licenses…Language thread)

Negotiation
Though many of these terms are generally accepted among the library profession and even have the backing of national and international organizations, publishing and other industries have their own generally accepted clauses and the backing of their organizations. This is why it can be difficult, unrealistic even, for the single acquisitions staff responsible for negotiation to push for all these on her own.  A major subscription contract renewal is an important opportunity for many to speak with a unified voice, not just on behalf of buyers and content, but on behalf of authors and of a wider audience of users. In addition to bolstering well known terms and issues, these multiple perspectives are key to introducing new ideas into a traditional negotiation.

Sometimes new ideas (and even traditional ones) will not result in accepted contract terms because they are dealt with entirely separately from the renewal process, or because they do not otherwise match the other party’s entrenched business practices. This can be advantageous from a negotiating standpoint, as losing out on some issues can favorably influence the advancement of others. The fact that some issues are perceived as entirely separate from the renewal process can also be advantageous. Author rights, for example, are often handled through individual author contracts or separate institutional open access policy agreements. While this can sometimes prevent their inclusion subscription agreements, by recognizing the separation itself the negotiation lends a stage to raise important issues more boldly without directly jeopardizing the terms of renewal.

New ideas I’d like to see in renewal negotiation discussions involve taking what is often the licensee’s obligation and making it a mutual or licensor obligation. One example is caps on changed and added content. Publishers often allow a clause that addresses when a percentage of content lost by a publisher can trigger breach or renegotiation. But aside from title cancellation and swap clauses – which are rare and require a significant amount of time and effort by the library to invoke — there is nothing to prevent a publisher from acquiring and adding content to a package for which the libraries are required to take on in their renewal spend. Another has to do with advance renewal or offer deadlines. As outlined in my previous post, publishers often require advance notice of cancellation, but there is nothing that requires publishers to provide the library with advance notice of major changes that might influence a cancellation decision, like new package offerings or an entirely new license contract. I’d also like to explore clauses that might address the myriad ways payment for published research is replicated across the institution (aka double-dipping), such as with the libraries paid subscription and the author’s open access article processing charges.

Closing the deal
In any change, the individual and organizational commitment to cooperation can be the hardest, but most important first step. In future posts, I’ll lay out ways organizational structures, workflows and individual skills might lead to more frequent and improved collaborative work on these issues.

Breaking the big deal of a major subscription renewal and reinvesting in open access will certainly require a deeper investigation into economics of open access and subscription infrastructure already well-covered by the literature. Perhaps, as with licensing, if we look at these economics more carefully with a different group of eyes and minds, new practical alternatives will emerge.

The Rock and the Hard Place (Part 1): Renewal Season, No Big Deal?

The following is the first in a series of posts on the subscription-based model and open access alternatives, and how each get stuck from their respective ends of the scholarly information supply chain.  As a reminder: Opinions expressed here are my own and do not express the views or opinions of my employer or of ACRL.

September is renewal season when the largest percentage of a typical academic library’s collection budget is committed to the hands of publishers and vendors, thereby determining the largest part of what research is accessible in January of the following year.  This four-month lag between getting what you paid for is just one of the many problematic examples of the slow-churning scholarly information supply chain.

Here’s another.

These problems have been raised by a crisis of economic sustainability most commonly blamed on the serial subscription model.  The movement toward remedying this problem, however, often comes from the perspective of authors, copyright, and open access.  I think shedding light on some of the practical economics at play in the subscription renewal process can help show where both the subscription model and open access movement get stuck in this process, and may reveal ways to join forces for change.

“No big deal…”

In the grand scheme of the subscription renewal process, four months is not really too much to ask considering a subscription vendor must have time to process its multitude of customers’ orders from a further multitude of publishers, and all by the start of the calendar year. In a typical renewal year library staff must also build in sufficient advance processing time to meet that September deadline.  Accounting for fiscal close, data gathering and normalization, as well as faculty review and input, means renewals can require anywhere from 9 to 12 months of advance preparation.  Without any problems you might have a 3-month breather between January and March before the full cycle of renewal processing begins again.

Significant exceptions to  a typical cycle occur with the renewal of what’s called a “Big Deal” package.  These packages are so named because they are, well, big, both in terms of number of total titles and the fact that the titles represent most, or all, of a publisher’s content. The deal, beyond the size of what you get, lies (pun intended!) in the unique way in which the package is priced. Traditionally this is based on a library’s historic total spend with a publisher at a given time, rather than the title-by-title value of the list.

Another exception is these deals are often negotiated in multi-year contracts, requiring a comprehensive review only every 2-5 years, as opposed to annually. Yet all of the annual renewal steps above must still happen in a multi-year contract renewal.  If your library budget is under close scrutiny, that more comprehensive analysis probably involves more people, such as deans and directors, sister campuses, and often consortia. More than likely the analysis also involves more data, such as usage, interlibrary loan (ILL) or other article level access options, overlap analysis, or citation analysis.  A communication plan may also be necessary whether the purpose is justifying continuing expenses or considering cancellations.

“No Big Deal?”

When looking for savings these packages seem a reasonable option for cutting costs, given their large portion of the budget and the number of included titles, sometimes hundreds of which get little to no use.  Unfortunately, however, because the Big Deal is not designed according to title-by-title spend, attempting to subscribe to fewer titles at list price can mean paying more in the end.  Outright cancellation is not without risk either, since in addition to a major loss of revenue for the publisher, this can translate to unpredictable and shifted costs for the library.

Some publishers sensitive to the workflow and economic challenges of libraries — usually those with MLS degrees or a background in libraries — make an effort to negotiate for alternative solutions rather than lose large sums of subscription revenue.  Such alternatives, however, rarely include an ability to cut costs through cancellation or by swapping out underused titles.  Nor has there been much effort to limit the amount of content publishers may acquire that libraries must take on in additional spend.

According to a longitudinal ARL study on the topic of Big Deals, however, this model persists because “[n]either market studies or market forces have produced a sustainable new strategy for pricing and selling e-journals” (Strieb & Blixrud, 2014, p 587).  Or in words heard from some of the big names in the business:

“Our business model is not designed to save you money.” – Elsevier

“As long as we’re making money, we’re not inclined to change.” – Springer

Without an on-the-ground budget crisis or other disruptive force, institutions often continue to renew, stuck in a mess of our collective making.  I observed a parallel “stuck” reasoning on the open access side of things when I reported on Garnar & Knox’s ACRL 2015 conference session, “Ethical Issues in Open Access” (tweet above).   This shared state of paralysis led me to wonder how advancing scholarly communication and negotiating subscriptions renewals could work together to get ourselves unstuck.

New Dealings

On the surface these two areas appear to work against each other, since perpetuating renewal of subscription-based models can diminish purchasing power or investment in open access alternatives.  But there is evidence that this is changing both organizationally (MIT) and in the evolving models for open access (see OAWAL, NISO).   As my library prepares to renew four big deals in the near future there is real incentive to explore alternatives.

I would love to hear others’ experiences working with subscription renewals or open access workflows.  What intersections do you see?   Where are you are most stuck?  What alternatives have you tried? Anyone you making inroads to jointly address these issues?

Feel free to share responses in the comments, or email them to atruthbrarian@gmail.com

 

References:

Emery, J., & Stone, G. (n.d.) APC Processing Services. OAWAL: Open Access Workflows for Academic Librarians, 2.6. Retrieved from https://library.hud.ac.uk/blogs/oawal/workflows/2-6/

MIT Libraries (n.d.). About Scholarly Communication & Collections Strategy. Retrieved from http://libguides.mit.edu/c.php?g=176063&p=3015339

NISO (2016). Managing an Open Access World, Part 1: Open Access & Acquisitions. [Webinar] Retrieved from http://www.niso.org/news/events/2016/webinars/sep7_webinar/

Strieb, K.L., & Blixrud, J.C. (2014) Unwrapping the Bundle: An Examination of Research Libraries and the “Big Deal” portal: Libraries and the Academy, 14 (4), 587–615. https://www.press.jhu.edu/journals/portal_libraries_and_the_academy/portal_pre_print/articles/14.4strieb.pdf

Put a Process On It!

Editor’s Note: We welcome Angela Rathmel to the ACRLog team. Angela is the head of Acquisitions & Resource Sharing at the University of Kansas in Lawrence, Kansas. Her research focuses on libraries’ organizational response to changes in scholarly publishing, acquisition, and access, particularly with respect to organizational communication, information seeking, and knowledge management.

Working in acquisitions and resource sharing, I sometimes struggle to navigate my unique and shared place in the various communities of this profession (ACRL, ALCTS, LLAMA, etc.). I’m often characterized as a “technical services” librarian, but this does not always adequately describe the work I do. In the past 15 years that I have worked in this part of the library, I have seen dramatic changes as a result of the material transition of print to electronic resources. Beyond just the physical format, these changes have meant that technical services staff now work more directly with library users and no longer just process behind the scenes. Our work also involves direct and frequent interaction across more areas of the library than ever before.

I genuinely enjoy working with people. Discovering new ways to communicate across the library, especially through radical change, fascinates me. In spite of these interpersonal interests, in many ways I fall right into the technical services stereotype. I’m a cautious communicator, and my go-to mode of thinking is to solve every issue with a systematized process. Give me a problem and I’ll “put a process on it”!

A particularly cogent example of this tendency occurred recently with some of my colleagues in “public services” (another phrase that no longer adequately describes their work). We were discussing our campus-wide initiatives in diversity, equity, and social justice and how the libraries could support these initiatives throughout all of our services, not just at the service desk.  I saw this as a perfect opportunity to once again lower the barriers between technical and public services. But I worried because I found myself expressing the challenge many of us in technical services face even initiating discussions about our own day-to-day work conflicts. I was fearful about my ability, especially as a leader, to initiate a productive conversation with my staff about conflicts, like microagressions, of which individuals may not even be aware. So, I did what I often do when faced with uncertainty — I put a process on it! I suggested that we solicit the help of trained facilitators from the libraries’ organizational development unit. As one of those trained facilitators, this seemed both a safe way for me get involved, while at the same time satisfying the requirements of scale.

I was amazed at how my colleague’s response could all at once genuinely honor my approach and also persuasively encourage each of us to find our own (maybe different) path. This was not the first time I have questioned the appropriateness of my knack to put a process on things. But that discussion was moment of clarity shaping everything I’ve encountered and thought about since. It has prompted me to examine more closely and even question this tendency that has served me well so far in my path in technical services. I thought I’d begin my introductory post to ACRLog sharing my experience as this kind of librarian, and hopefully in the process discover more about a path forward.

The draw of process

When I talk about process in this context, I mean the way in which I think through the steps of workflow, understand cause and effect, and most efficiently move from point A to point B, all while accounting for the connections in between. For acquisitions and resource sharing, the overarching process we are concerned with is the scholarly communication supply chain and its ability to get the resources users need as efficiently as possible. Individual motivations for this work vary, of course. Some enjoy improving these processes for the economic reasons: the joy of saving money, cutting costs, and demonstrating a return on investment. Some like the ever present source of a puzzle to solve. Many still are motivated by service and how the process makes it easy for other people. Some like fighting for our core values through the process of negotiation with vendors. For the more introverted among us, it seems that processes at their root help create predictability where a thing might otherwise be or feel out of control. This certainly describes the environment in which libraries and we librarians of all types have found ourselves ever since change became the new normal.

The benefit of process is not just for the individual coping with change. It has a direct benefit to the organization as a whole. In my experience, process helps me discover and understand how to use new technologies effectively.  Process has been the language I use to help others through ongoing training. In my library as whole, that language enables me to translate the impact of larger change on our work. Becoming a trained facilitator, I’ve learned better processes of communication between individuals or groups, made meetings run more smoothly, facilitated strategic planning and assessment efforts, and contributed to larger organizational change. How each area within the library addresses their own particular management of perpetual change has brought about all manner of processes, frameworks, assessment models, and mission statements. It seems librarians of all types can put a process on just about everything.

Process in the extreme

The consequence of taking process thinking too far is that it can get in the way of actual doing, or worse, overlook the human need in all of us for deeper meaning and connection. Technical process efficiency taken to its extreme is automation. Even the rise in library automation processes, however, has not eliminated the need for human aspects in the most technical of workflow processes because the environment is filled with people serving people.  I tend to perceive my own process as an act of creativity. As my leadership responsibilities move me from introversion to ambiversion, I prefer to process with others, creating new things and building new relationships. Additional research, suggesting that our minds do not even process or recall like computers at all, supports the notion that there is a more creative present and future for our work.

Processes involved in addressing continual change on an organizational level are essentially human-oriented. These can’t achieve the extreme of automation because they too require ongoing attention for the people involved. How our relationships change, how we communicate across new organizational structures, and how we respond to actual people, are a necessary part of our response to the rapid changes in our work. People and their relationships certainly don’t want to be processed; they need to be seen, understood, and valued.

Process to path

The conclusions I’ve come to are:

  • we need both technical process mindedness and relational mindedness
  • these are not necessarily mutually exclusive

Getting myself to that point means rediscovering the areas of research that piqued my curiosity and inspired my passion for this profession from the start – Devin’s sense-making and research around the reference interview. This research speaks directly to how our systematized human processes and automated systems can and should be relational. The fundamentals of communicating in our profession are constructive,  “tied to specific times, place, and perspectives” (Foreman-Wernet, 2003, p.5). This applies not only for dealing with patrons, but for dealing with one another, inside and across library departments.

I intend to stay involved in interactions and discussion like the one that prompted this reflection. I may not have the capacity yet to effectively communicate, or know how to take action, on issue of diversity, equity and social justice. But I know enough that it is my privilege to learn. My awareness and willingness seem small to me, but I can accept them as important and necessary steps on my larger path.

References:

Dervin, B. and Foreman-Wernet, L. (2003). Sense-making methodology reader: Selected writings of Brenda Dervin. New Jersey: Hampton Press, Inc.