Innovation in an Age of Limits

1. Innovation in an Age of Limits Innovation in an Age of Limits Stephen Abram MLS, Cengage Learning (Gale) Johannesburg, South Africa Stephen Abram MLS, Cengage Learning (Gale) Johannesburg, South Africa

2. The prime directive: It’s not about technology The prime directive: It’s not about technology

3. This morning . . . This morning . . .  I want to share a 2020 vision of what the world of libraries, information and learning should look like.  I want to point to the 23 puzzle pieces that have emerged in the past decade that will materially affect our opportunity and success.  I want to hear your thoughts too.  I want to share a 2020 vision of what the world of libraries, information and learning should look like.  I want to point to the 23 puzzle pieces that have emerged in the past decade that will materially affect our opportunity and success.  I want to hear your thoughts too.

4. The Opportunity The Opportunity  To choose our future and create it, not be victims of a juggernaut.  Let’s not compete with Google, Bing and Facebook!  Let’s complement them based on our strengths and their weaknesses.  The last few times I did this with Roy Tennant, Gary Price, etc. we . . .  To choose our future and create it, not be victims of a juggernaut.  Let’s not compete with Google, Bing and Facebook!  Let’s complement them based on our strengths and their weaknesses.  The last few times I did this with Roy Tennant, Gary Price, etc. we . . .

5. The Market Weaknesses… The Market Weaknesses…  Or Opportunity holes  Commercial algorithm  SEO, SMO, Ads, sponsored links, …  The Filter Bubble and Many Voices  The Content Spam Industry  Follow Panda, Penguin, Blekko, etc.  Loss of “control”  Quality versus selection  Or Opportunity holes  Commercial algorithm  SEO, SMO, Ads, sponsored links, …  The Filter Bubble and Many Voices  The Content Spam Industry  Follow Panda, Penguin, Blekko, etc.  Loss of “control”  Quality versus selection

6. But first . . . Some context... For focused innovation But first . . . Some context... For focused innovation

9. They’re future oriented They’re future oriented

10. They see patterns

15. They recognize key shifts They recognize key shifts

17. Principles Access means putting knowledge anywhere and everywhere it will be found & used by our customers. Understand the difference between physical access and intellectual access

19. Principles Collaboration is - the keystone of Knowledge, - it requires that we partner with users, - outcome driven – it’s the way the client uses & shares - crosses and blurs lines

21. Principles Libraries are a Learning Environment - it learns from itself – the question economy survives - it absorbs & adapts – product, content and structure - it provides a learning imperative economic advantage

23. Principles: Our bread and butter We deliver the ….. So What … - We understand how and why knowledge fits - We can explain what it means and contextualize it - We should know why & how users interact and learn

24. - We’ve got it - We can get it - We know how to deliver it

25. Principles …..More Bread and Butter • We have it • We can deliver it • We know how to use it • We can organize it so it fits user’s needs and context

27. Libraries • Informing, Learning, Sharing, Discovering, Socializing…

28. Principles • Research is one of the pieces but not all of them • Note that books is a minor (but still critical) piece • Respect all forms of knowledge • It takes all of the pieces to complete the puzzle

29. Principles So, let’s focus on the experience that is needed not the one we feel comfortable with the most. Our goal is to deliver ……….

30. … an experience in every strategy

31. The top 23 most transformational bits The top 23 most transformational bits

32. 1. RDA (AACR2) and metadata 2. Linked Data 3. SaaS, IaaS, PaaS 4. OCLC WorldCat + 5. Amazon Cloud (Prime) 6. Licensed Databases 7. Geo-information, Geo-IP 8. eLearning Systems 1. RDA (AACR2) and metadata 2. Linked Data 3. SaaS, IaaS, PaaS 4. OCLC WorldCat + 5. Amazon Cloud (Prime) 6. Licensed Databases 7. Geo-information, Geo-IP 8. eLearning Systems 23 Transformational Things 23 Transformational Things

33. 9. Repositories 10. Intranets 11. Mobile (phones, tablets, computing) 12. Patron Data (LMS, ILS, Registries) 13. People Data (FB, LinkedIn, etc.) 14. LibGuides 15. OpenURL 16. Open Access 9. Repositories 10. Intranets 11. Mobile (phones, tablets, computing) 12. Patron Data (LMS, ILS, Registries) 13. People Data (FB, LinkedIn, etc.) 14. LibGuides 15. OpenURL 16. Open Access 23 Transformational Things 23 Transformational Things

34. 23 Transformational Things 23 Transformational Things 17. eBooks & eJournals 18. HTML5 and mobile standards 19. Streaming Media 20. Embedding 21. Persistent Links 22. Shared A-Z lists (like Summon) 23. Shared Analytics 17. eBooks & eJournals 18. HTML5 and mobile standards 19. Streaming Media 20. Embedding 21. Persistent Links 22. Shared A-Z lists (like Summon) 23. Shared Analytics

35. Analytics Analytics

36. What do we need to know? What do we need to know?  How do library databases and virtual services compare with other web experiences?  Who are our core virtual users? Are there gaps?  Does learning happen? How about discovery?  What are user expectations for true satisfaction?  How does library search compare to consumer search like Google and retail or government?  How do people find and connect with library virtual services?  Are end users being successful in their POV?  What are the stories of the impact of library experiences?  Are they happy? Will they come back? Tell a friend?  How do library databases and virtual services compare with other web experiences?  Who are our core virtual users? Are there gaps?  Does learning happen? How about discovery?  What are user expectations for true satisfaction?  How does library search compare to consumer search like Google and retail or government?  How do people find and connect with library virtual services?  Are end users being successful in their POV?  What are the stories of the impact of library experiences?  Are they happy? Will they come back? Tell a friend?

37. Techno-Agnosticism Techno-Agnosticism  Browsers: IE, Chrome, Firefox, Safari…  Devices: Macintosh, PC Desktops & Laptops…  Mobile: Laptops, Tablets (iPad, Fire, etc.)…  Mobile: Smartphones (iPhone, Blackberry, Android, Windows, etc.)…  Container: PDF, ePub, .mobi, Kindle, etc.  Learning Management System: Blackboard, WebCT, Angel, D2L, Moodle, Sakai, etc.  Purchasing (Amazon, B&N, Chegg, Chapters Indigo, CengageBrain, Apple Store, University Textbook Store, etc.)  Browsers: IE, Chrome, Firefox, Safari…  Devices: Macintosh, PC Desktops & Laptops…  Mobile: Laptops, Tablets (iPad, Fire, etc.)…  Mobile: Smartphones (iPhone, Blackberry, Android, Windows, etc.)…  Container: PDF, ePub, .mobi, Kindle, etc.  Learning Management System: Blackboard, WebCT, Angel, D2L, Moodle, Sakai, etc.  Purchasing (Amazon, B&N, Chegg, Chapters Indigo, CengageBrain, Apple Store, University Textbook Store, etc.)

39. Alignment & Scary Players Alignment & Scary Players  If libraries don’t develop it, who will?  Apple (iTunes, iPhone, App Store, iBooks …)  Amazon (Prime, Cloud, Kindle…)  Microsoft (8, Mobile)  Google (Android, Ads, …)  Facebook (F8, Apps, Privacy…)  … LinkedIn, Twitter, Pinterest, etc.  Blackboard (Acquisitions)  If libraries don’t develop it, who will?  Apple (iTunes, iPhone, App Store, iBooks …)  Amazon (Prime, Cloud, Kindle…)  Microsoft (8, Mobile)  Google (Android, Ads, …)  Facebook (F8, Apps, Privacy…)  … LinkedIn, Twitter, Pinterest, etc.  Blackboard (Acquisitions)

40. And, this should all be invisible to the user. And, this should all be invisible to the user.

41. The new bibliography and collection development KNOWLEDGE PORTALS KNOWLEDGE, LEARNING, INFORMATION & RESEARCH COMMONS

42. Small Successes Small Successes  TROVE (Australia)  Bibliocommons  LibraryThing  Google Books and WorldCat  LibGuides  ED2GO  MindTap  PowerSearch 2012 Algorithm  TROVE (Australia)  Bibliocommons  LibraryThing  Google Books and WorldCat  LibGuides  ED2GO  MindTap  PowerSearch 2012 Algorithm

43. Putting our money where ... Putting our money where ...  eTextbooks  AccessMyLibrary  MindTap  ED2GO  In Context  Biography in Context  Opposing Viewpoints  GREENR  Career Transitions  National Geographic Archive +  ECCO, NCCO, PQ’s EEBO  eTextbooks  AccessMyLibrary  MindTap  ED2GO  In Context  Biography in Context  Opposing Viewpoints  GREENR  Career Transitions  National Geographic Archive +  ECCO, NCCO, PQ’s EEBO  Our Principles:  Device Agnostic  Browser Agnostic  No Walled Gardens  SEO free  Ad free  More Analytics

44. The Virtuous Continuum The Virtuous Continuum  Data  Information  Knowledge  NOT WISDOM  Behaviour  Data  Information  Knowledge  NOT WISDOM  Behaviour “Information only becomes knowledge through a process called learning”

45. Short Term Benefits Short Term Benefits  Reduce the overhead of the back room  Increase effectiveness and efficiency  Reduce effort on strategically misaligned activities  Free up scarce library programmers for efforts aligned with goals  Align effort with vision and strategy  Invest in staff professional development and understanding  Reduce the overhead of the back room  Increase effectiveness and efficiency  Reduce effort on strategically misaligned activities  Free up scarce library programmers for efforts aligned with goals  Align effort with vision and strategy  Invest in staff professional development and understanding

46. Long Term Benefits Long Term Benefits  Viable alternative to Google, Bing, and Facebook  Real immersive discovery targeted at real problems in context  Neutrality rulez on devices  Move beyond retrieval to research impact  Research, curriculum, learning, and community alignment  Sustainable competitive advantage  Viable alternative to Google, Bing, and Facebook  Real immersive discovery targeted at real problems in context  Neutrality rulez on devices  Move beyond retrieval to research impact  Research, curriculum, learning, and community alignment  Sustainable competitive advantage

47. In order to achieve success, library culture must . . . In order to achieve success, library culture must . . .  Avoid B&W thinking  Avoid dogma & fanboyism  Be agile & nimble  Be experimental  Temper risk management with trial and error  Move experiments into wider adoption  Avoid B&W thinking  Avoid dogma & fanboyism  Be agile & nimble  Be experimental  Temper risk management with trial and error  Move experiments into wider adoption  Be agnostic  Avoid polarization and be comfortable with shades of grey  Collaborate, really.  Embrace boundarylessness  Allow analytics to push progress and impact

48. In order to achieve success, library culture must . . . In order to achieve success, library culture must . . .  Focus on the users in context  Avoid broad-based retail consumer strategies  Ask ourselves: “Is this good for the whole eco- system of information, learning and communities?”  Be open  Focus on the users in context  Avoid broad-based retail consumer strategies  Ask ourselves: “Is this good for the whole eco- system of information, learning and communities?”  Be open  Invest in scalable solutions  Focus on Sustainability  Move from craft to industrial strength – stop hand-knitting every sweater  Don’t fear the BIG vision.  Stick to it.

50. Support Risk and Experiments Support Risk and Experiments

51. Take back the Strategy: Rebalance

52. Print was complicated too Print was complicated too

56. They see opportunity They see opportunity

57. They connect the dots They connect the dots

58. They focus on ideas in the context of people (not the reverse) They focus on ideas in the context of people (not the reverse)

59. They see reasons not excuses They see reasons not excuses

60. They collaborate – no lone wolves

61. They see the real issue not the pain point They see the real issue not the pain point

62. They are OPEN to everything They are OPEN to everything

63. They use critical thinking not criticism to bulletproof initiatives They use critical thinking not criticism to bulletproof initiatives

64. They play – a neotonous mindset They play – a neotonous mindset

65. They see. They see.

70. Stephen Abram , MLS, FSLA VP strategic partnerships and markets Cengage Learning (Gale) Cel: 416-669-4855 stephen.abram@cengage.com Stephen’s Lighthouse Blog http://stephenslighthouse.com Facebook: Stephen Abram LinkedIn / Plaxo: Stephen Abram Twitter: sabram SlideShare: StephenAbram1