Tag Archives: change

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.


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

People and place: Musings on organizational culture

Last year, a few of my colleagues and I were awarded a small grant to develop an information literacy learning community for faculty, librarians, and staff in regional colleges and universities. In this first year of our grant, we’ve been facilitating discussion groups with stakeholders to better understand information literacy practices and needs at each of the six institutions. We’re trying to identify shared needs and themes across institutions so we can effectively shape the learning community. We’ve met with 80+ stakeholders. These discussion groups have been valuable and revealing. We’ve learned a good deal about each institution’s varied approaches to and perspectives on (not to mention challenges with) information literacy. We’ve been talking with stakeholders about institutional values and change, too. We want to find hooks to help connect the learning community to each campus and anticipate what might impede its implementation and success. Of course, we can glean this from the conversation generally–its nature and tone–but we have also been explicitly asking questions like: What’s valued on your campus? What drives change? What are obstacles to change?

In some ways, these have been the most interesting parts of the conversations, providing a glimpse into how each campus works, what each campus most esteems, and how people communicate and participate in the life and work of each campus. These institutions are grouped primarily because of geographic proximity. The variations in institution type and mission, then, can explain some differences: the emphasis on undergraduate teaching in the small liberal arts college versus the emphasis on research in the university, for example. Financial status and its accompanying freedoms or restrictions–money may flow more freely at a well-endowed institution, for example, whereas resources may be more limited at a tuition-driven institution–can also influence people’s behaviors and outlooks. Still, the differences between the schools seem deeper and more nuanced than mission and money alone can explain. These conversations have really thrown the nature and impact of organizational culture into sharp relief.

What struck me most in our discussion groups were the differences in collegiality, interconnectedness, and agency: how participants spoke to and about each other, how interested participants seemed in the opportunity to learn from and share with each other in a future learning community, and how much power over and engagement in their campus environment they felt they had. Of course, individual personalities play a significant role in such interactions and outlooks. And, again, institutional mission and funding contribute, too. But there are still other forces that shape relationships, attitudes, and behavior. Jason Martin, for example, suggests that “rites and rituals,” or “the way we do things around here,” are powerful influences on and manifestations of an organization’s culture.

So as I reflect on the differences I’ve observed in the institutional snapshots afforded to me through these discussion groups, what I wonder about most is how does organizational culture change (for better or worse)? And then, how do we change organizational culture?

Swirl” by Zack Jones is licensed under CC BY-NC-SA 2.0.

A selection of examples from the corporate/business sector (like this one and this one) suggests that effective and sustained change requires a multi-faceted, and mostly top-down, approach including: leadership and management, control systems and reward systems, and more. Indeed, a skilled manager and/or a visionary leader (not necessarily one and the same, of course) are powerful motivators and change agents in both business and higher education generally, and libraries more specifically. Yet leadership in libraries–in my experience, at least–is often distributed. To ignore the role of individuals as not only players, but agents of change, seems both erroneous and perilous.

So what does organizational change look like in libraries? In their article about the University of Saskatchewan Library, Carol Shepstone and Lyn Currie stress the important role each library staff member plays in perpetuating an existing culture, identifying a preferred culture, and effectively changing culture. They identify staff new to the organization especially as important in influencing change.

I’ve witnessed and participated in large-scale organizational change directed by a titled leader and some of it has been to great effect. But it seems to me that organizational change can and does happen in smaller, more incremental ways, too. I think of the daily aspirations my colleagues and I pursue and the affirmations we try to offer each other. I think of how a single person’s tone or attitude or behavior can change the temperature of a room or the potential of an organization.

How do you think change happens? Please share your thoughts in the comments.