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.

“Playable, not just performable”: Telling the story of information literacy

I was reading Carrie Brownstein’s book, Hunger Makes Me a Modern Girl: A Memoir, a month or two ago, and a particular passage grabbed me so much that I keep going back to it. If you don’t know Carrie’s work, the short version is that she’s an indie rock/punk icon (best known for her band Sleater-Kinney) and more recently an indie comedy star, too (of TV series Portlandia fame).

Early on in her book, Carrie reflects on the massive stadium-size concerts she attended as a girl. Seeing Madonna and George Michael live was awe-inspiring and set her young adolescent heart and mind alight. She describes “witnessing” the “spectacle” of these events: “The experience … was immense; the grandiosity was ungraspable, it was the Olympics, it was a mountain, it was outer space.”

But Carrie’s story is not just about watching and witnessing; it’s about becoming and making. Which brings me to the part I really love (the underlining is mine for emphasis):

Yet the music I was hearing and the concerts I was witnessing were also mystifying and inaccessible. It was the ‘80s, and much of what I loved was synthed-out pop and Top 40 music, more programmed than played. The music was in the room and in my body, yet I had no idea how it had been assembled or how to break it apart.

This, I thought to myself, is exactly what I mean when I talk about information literacy. Carrie’s reflection continued as she described how she bought her first guitar and started going to punk and rock shows at smaller venues (again, the underlining is mine for emphasis):

Here I could get close to the players themselves. I could see how the drums worked with the guitars and bass, I could watch fingers move along frets and feet stomp down on effects pedals, I saw the set lists taped to the floor, and sometimes I was close enough to see the amp or pickup settings. I observed the nature of the bands, their internal interactions, their relationships to one another, as much as I listened. It seems obvious, but it was the first time I realized that music was playable, not just performable–that it had a process and a seed, a beginning, middle, and end. Everyone who plays music needs to have a moment that ignites and inspires them, calls them into the world of sound and urges them to make it. And I suppose this form of witness could happen aurally; perhaps it’s as easy as hearing an Andy Gill riff or a Kim Gordon cadence and knowing intuitively how that all works. Then you form those sounds yourself, with your own hands and your own voice. Or maybe you see it on a video, in footage of a musician who finally translates and unlocks what you thought was a mystery. For me, however, I needed to be there–to see guitarists … in the wholly relatable attire of threadbare T-shirts and jean shorts, enact a weird nerd sexiness, strangely minimal, maximally perverse. I could watch them play songs that weren’t coming out of thin air or from behind a curtain. I needed to press myself up against small stages, risking crushed toes, bruised sides, and the unpredictable undulation of the pit, just so I could get a glimpse of who I wanted to be.

It was in the small clubs with small bands, up close and personal, that Carrie could not only experience the music and witness the final product in all its glory, but also figure out how the music was constructed. And better still, how she could construct it, too. I’m not suggesting information literacy has the allure of music shows, large or small. Ha! Instead, I’m saying that I recognize in Carrie’s reflection the power of uncovering process to enable an individual’s participation and agency that is also at the core of information literacy. Her story serves as an illustration of the disconnects that students experience and why it’s important to help them uncover, develop, and articulate process. To see the “mystifying” final product (of scholarly research as published in a journal article or book, for example) is impressive and edifying, but for many is a closed door. To instead understand how something (again, that research) is made–to see its final whole, but also the pieces that make it up and the process of its making–is to open the door to one’s own potential participation.

A few months ago, I posted about some activities I used with students to “dissect” articles. Through these guided activities, we explored how sample articles (one from a scholarly journal, one from The New Yorker) were constructed. The most immediate goal was to help students parse these samples to see how authors use and synthesize sources and to what effect. Dissecting the sources broke open the elegant final products such that students could better see their component parts. By “decoding complexities that can sometimes seem a mystery and make research and writing feel insurmountable,” then, the goal was to set students up for constructing their own work, helping them recognize their own potential participation. Not quite the blood and guts of the pit at a punk rock show, but still a developmental and empowering step in its own right.

I’ve put Carrie’s story to use a few times in recent weeks, most notably in conversation with faculty about assignment design and pedagogy. The anecdote’s resonance was apparent in their faces and in our conversation. It occurs to me that this is, at least in part, the kind of thing I meant when I wrote about “writing it better” over a year ago. I’m calling to mind now some of the disappointing moments when I attempted to show others the breadth and depth of information literacy as I see it, but my message fell short or our connection was missed. Compelling examples, stories, and metaphors go a long way to helping us all recognize our common ground. How do you effectively tell the story of information literacy and its power? I’d love to hear your thoughts in the comments…

Making strategy more transparent

I’m not one to make new year’s resolutions, per se. Still, I have been trying to work on something resolution-esque in the past few months, or maybe even for a year now, although it didn’t begin with any formal shape or label. However, it’s mid-February. It’s the end of week four of the semester and things are feeling rather hectic. My resolve seems weak and my desire for hibernation and Girl Scout cookies is strong. So right about now feels like a good time to check in for a kind of status report and a little refocusing and reinvigoration.

My “resolution” centers around the notion of strategy. I’ve been trying to work on better communicating with others the strategy behind what I’m doing and thinking. That is to say not just the items I cross off each day’s to do list, but how those items intersect in service of a larger plan or aim. For example, not just the classes I’m teaching today or next week or this month, but how selected classes connect as part of a scaffolded information literacy instruction plan for anchor, or core, courses in academic majors. Or that the assessment project I’m working on now is part of a larger plan for assessment that contributes to our multi-faceted understanding of students’ information literacy learning and outcomes. I’m not trying to blow smoke here. I’m just saying that what I see as strategy isn’t always apparent to others. How could it be if I didn’t tell anyone about what I’m thinking? I’m trying to work on this in large part by just talking about it more.

By talking about it more, I mean I’m trying to clarify my strategy for myself and articulate it more clearly for others. I’m trying to communicate in different ways–both abstract concepts and concrete examples, both words and graphics–to make stronger connections. I’m trying to be more transparent about what I’m thinking and how I’m connecting the dots. But I’m also trying to carefully listen to what others have to say to see how my thinking and my work is part of a still larger whole. This librarian-led scaffolded information literacy instruction plan for a series of anchor courses in the psychology major that I mentioned a moment ago, for example, is only part of still more expansive information literacy teaching and learning for psychology students. So when I meet with psychology faculty, I talk about students’ development across that series of courses, but I ask about where and how they are also teaching information literacy in those courses and others, as well. We talk together about assignment design and course goals and students’ needs. It’s not about some great reveal, as if by magic, at the end. Talking about it along the way makes the individual steps and component parts more connected, more meaningful, more collaborative, and, therefore more successful.

the_larger_whole

R-chie overlapping structure arc diagram by Daniel Lai, Jeff Proctor, Jing Yun and Irmtraud Meyer” by dullhunk is licensed under CC BY 2.0

I’ve been focusing on strategy directly with students, too, in the classroom and during research consultations. When I ask students to experiment with a research question in a database, for example, I frame our discussion of their approaches as “best practices for search strategies.” We talk not only about which words they typed in, but why they picked the words they did and what impact their choices had on search results. We add things like “identify major concept words” and “use synonyms for major concepts words” to our list of strategies. I think this metacognitive approach helps students turn a concrete experience into a framework for future application. I am increasingly talking with students about what their strategies are, how they are (and should be) developing strategies, and how strategies can give them agency over their research processes and learning. When we talk about strategies for organizing, reading, or synthesizing sources, students are (mostly, not all–let’s be real) interested. I try to be transparent about my strategies, too: why we’re doing what we’re doing.in the classroom. Students seem eager for a framework that helps them decode, maneuver, manage, and direct their work. They are engaged in these conversations. Never have I seen them take more notes than when we talk about strategy.

It’s well and good to intend to work on strategy and think about the big picture–indeed, it’s an attitude or habit of mind–but the reality is that it takes practice, requires space, and demands reflection. Part of my “resolution” is also to get better at strategic thinking and work. My attempts to make time and space have so far included three approaches.

  1. Visual organization. I’m a big fan of lists and post-its and paper. I write everything down to keep track of ideas and tasks big and small. I regularly organize and reorganize these notes. I’ve started grouping them by theme or project in a chart, rather than just simple lists. The visual layout has been a helpful reminder of how small items are part of a larger whole. It helps me think about connections.
  2. Scheduling time for strategic thinking. I’m not doing so well on this one, to be honest. It’s rather easy to lose the thread of this practice when you’re suffering from email/instruction/meeting/life overload. As a case in point, I jotted down about three (probably more interesting) ideas for this blog post that I was excited about, but they all required more big picture thinking and research than I could make happen before this deadline. I’ve been trying to schedule time in my calendar for strategy, just like I schedule meetings. But then I catch up with email instead or I schedule in a student who needs last-minute help or I cross a few other little things off my to do list. Even though I blocked two hours in my schedule to work on reviewing results of recent assessment projects to find connecting themes across them, I let the other stuff in. Those things were more pressing, but also just more easily accomplished. Of course, the pace of the semester doesn’t always permit open blocks of time to devote to the bigger picture. But I also need to work on sticking to it.
  3. Research, presentation, and publication. The motivation of an approaching conference presentation or a writing commitment forces my hand to think and reflect more strategically and meaningfully, not just in passing, about the big picture of my daily work. I’ve been seeking more opportunities for this kind of structure because it’s been so helpful for processing, interpreting, and meaning-making.

How do you motivate your strategic thinking? How do you make room in your daily and weekly schedule? Or perhaps, how do you use small chunks of time for big picture thinking and work? I’m eager to hear your strategies in the comments…

Versus / and / or: The relationship between information literacy and digital literacy

For years now, I’ve been working to both simplify and deepen how I think and talk about information literacy. These goals may perhaps seem at odds, but they feel rather complementary to me. Essentially, I’m trying to hone my ideas, language, and examples so that information literacy is both accessible and meaningful to my audience. I want them to recognize information literacy as something in which they are also (already) invested, as something that they also value and seek.

When I look back at that first sentence and see “for years now,” it gives me pause. Really?! It’s taken me years? Well, it’s not so surprising really. There’s always room for improvement, of course, but in part it’s that my own understanding of and work on information literacy is always growing and evolving. As is my understanding of my audience, too.

Recently, I’ve been trying to think more about digital literacy and its relationship to information literacy. Across higher education, momentum for digital learning continues to increase. My institution is no exception.

In a recently “expanded” definition, ACRL describes information literacy as: “the set of integrated abilities encompassing the reflective discovery of information, the understanding of how information is produced and valued, and the use of information in creating new knowledge and participating ethically in communities of learning.” While the tone of ACRL’s earlier definition (the “set of abilities requiring individuals to ‘recognize when information is needed and have the ability to locate, evaluate, and use effectively the needed information’”) tended to be more procedural and mechanistic, both definitions highlight the critical thinking integral to the consumption and production of information.

So what is digital literacy then? In his book, published almost 20 years ago, Paul Gilster describes it as “the ability to understand and use information in multiple formats from a wide range of sources when it is presented via computers.” For Gilster, the “most essential of the [core competencies of digital literacy] is the ability to make informed judgments about what you find on-line.” As part of “this art of critical thinking,” Gilster also includes among these core competencies reading skills, “assembling knowledge” from “diverse sources,” and search skills. For Gilster, digital literacy is essentially “literacy for the internet age.”

More recent definitions continue in the same expansive vein. ALA’s Digital Literacy Task Force describes digital literacy as “the ability to use information and communication technologies to find, understand, evaluate, create, and communicate digital information, an ability that requires both cognitive and technical skills.” Cornell University explains it as “the ability to find, evaluate, utilize, share, and create content using information technologies and the Internet.” UK non-profit JISC defines digital literacy as “those capabilities which fit an individual for living, learning and working in a digital society. Digital literacy looks beyond functional IT skills to describe a richer set of digital behaviours, practices and identities. What it means to be digitally literate changes over time and across contexts, so digital literacies are essentially a set of academic and professional situated practices supported by diverse and changing technologies.”

Digital literacy is sometimes coupled with media literacy, as in Renee Hobbs’ Digital and Media Literacy: A Plan for Action: “the term ‘digital and media literacy’ is used to encompass the full range of cognitive, emotional and social competencies that includes the use of texts, tools and technologies; the skills of critical thinking and analysis; the practice of message composition and creativity; the ability to engage in reflection and ethical thinking; as well as active participation through teamwork and collaboration.” The Journal of Digital and Media Literacy states that “broadly defined, digital and media literacy refer to the ability to access, share, analyze, create, reflect upon, and act with media and digital information.”

I could keep going. Variations abound, but their essence stays constant. Digital literacy is not a checklist of skills. It’s far more than knowing how to operate a computer or a particular application. Instead it’s about critical thinking and reflection, social and cultural contexts, and identity. Rather familiar territory, no? So is digital literacy just information literacy in a digital only environment? Most definitions seem to at least acknowledge their connection. In library-centric spheres, information literacy tends to be presented as the larger category of which digital literacy is a part. But the reverse seems to be the case in other realms.

Why does this matter? I’ve written before that librarians are translators and that our “unique position affords us opportunities to reach across divides of perspectives, stakeholders, and disciplines.” I’ve also written before about honing how we both communicate and listen in order to connect, find common ground, and seize opportunities. So when I wonder if digital literacy is just information literacy in a digital only environment, I do not mean to diminish or disparage. Instead, I seek to highlight points of intersection, alignment, and overlap. If we’re not talking about precisely the same thing, we’re certainly on the same page. I think it will serve us all well to recognize the difference in our language, but the similarity in and continuity of our teaching and learning goals.

What’s your take? I would love to hear your thoughts in the comments.

Mixed messages, missed opportunities? Writing it better

At the Bucknell Digital Scholarship Conference a few months ago, Zeynep Tufekci gave a great keynote presentation.  Tufekci, who grew up in Turkey’s media-controlled environment,  researches how technology impacts social and political change.  She described how the accessibility of social media enhanced the scale and visibility of, for example, the Gezi Park protests.  In her talk, Tufekci also advocated for academics to “research out loud,” to make their scholarship visible and accessible for a wider, public audience.  Rather than restrict academic thought to slow, inaccessible, peer-reviewed channels, she said, academics should bring complex ideas into the public sphere for wider dissemination and consumption.  Through her “public” writing (in venues like Medium and the New York Times, for example), Tufekci said she is “doing her research thinking out in the open” and trying to “inject ideas of power, of equity, of justice” to effect change.  There’s a lot of public demand for it, she told us, if you make it accessible and approachable.  We just, she said with a chuckle, have to “write it better.”

In a recent Chronicle of Higher Education article, Steven Pinker explored the various reasons why academic writing generally “stinks.”  Is it because academics dress up their meaningless prattle in fancy language in order to hide its insignificance?  Is it unavoidable because the subject matter is just that complicated?  No, Pinker said to these and other commonly held hypotheses.  Instead, he said, academic writing is dense and sometimes unintelligible because it’s difficult for experts to step outside themselves (and outside their expert ways of knowing) to imagine their subject from a reader’s perspective.  “The curse of knowledge is a major reason that good scholars write bad prose,” he said.  “It simply doesn’t occur to them that their readers don’t know what they know—that those readers haven’t mastered the patois or can’t divine the missing steps that seem too obvious to mention or have no way to visualize an event that to the writer is as clear as day.  And so they don’t bother to explain the jargon or spell out the logic or supply the necessary detail.”

Tufekci and Pinker, then, are on the same page.  The ideas of the academy can and should be accessible to a wider audience, they’re urging.  To reach readers, academics should write better.  In order to write better, academics must know their readers and think like their readers.  Sure, you might be thinking, I could have told you that.  We library folks are rather accustomed to trying to think like our “readers,” our users, aren’t we?  So what message might there be in this for us?  Is it that we should continually hone our communications whether in instruction, marketing, web design, systems, cataloging, or advocacy?  Yes.  Is it that we should stop worrying that if we make things too simple for our users we’ll create our own much-feared obsolescence?  Probably.  Is it that we should reflect on whether we’re truly thinking like our audience or trying to make them think (or work) like us?  That, too.

Just the other day, I was chatting with a friend who is a faculty member at my institution.  We were both expressing frustration about recent instances of not being heard.  Perhaps you know the feeling, too.  During class, for example, a student might ask a question that we just that minute finished answering.  Or in a meeting, we might make a suggestion that seems to fall on deaf ears.  Then just a few minutes later, we hear the very same thing from a colleague across the table and this time the group responds with enthusiasm.  If you’re like me, these can be discouraging disconnects, to say the least.  Why weren’t we heard?, we wonder.  Why couldn’t they hear us?  These are perhaps not so different from those larger scale disconnects, too.  When we might, let’s say, advocate with our administration for additional funding for a new initiative or collections or a redesign of library space and our well-researched, much needed proposal isn’t approved.  Perhaps these are all opportunities we might take to reconsider our audience and “write it better.”

So what does “writing it better” mean exactly?  While it likely varies for each of us, I expect there’s some common ground.  “Writing it better” is certainly about clarity and precision of ideas and language.  But I think it’s also about building and establishing our credibility and making emotional connections to our audience, while thinking strategically.  I think it’s about our relationships and values–to the ideas themselves and to our audience.  It’s about an openness and generosity of mind and heart that helps us to consider others’ perspectives.  What does “write it better” mean to you?