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To Build a Virtual Embedded Information Role, Start at the Top

To Build a Virtual Embedded Information Role, Start at the Top

By Mary Talley, Owner, TalleyPartners, 2011 DC/SLA President (DC & Maryland Chapters, B&F, IT, KM, Leadership & Management and Legal Divisions)

Best Practices for Government Libraries is a collaborative document that is put out annually on a specific topic of interest to government libraries and includes content submitted by government librarians and community leaders with an interest in government libraries. The 2011 edition includes over 70 articles and other submissions provided by more than 60 contributors including librarians in government agencies, courts, and the military, as well as from professional association leaders, and more. Best Practices is edited by Marie Kaddell, Senior Information Professional Consultant; SLA DGI Chair.  If you did not write for this year’s Best Practices, Marie invites you to submit a guest post for the Government Info Pro marie.kaddell@lexisnexis.com.

Relationships, relationships, relationships! Like the old adage about the importance of location in real estate, embedded information professionals’ success rests partially on the depth of their relationship with their user groups. The research that I performed in 2009 and 2010 on models of embedded librarianship with my colleague, Dave Shumaker, showed that strong working relationships are often built on frequent interactions, such as face-to-face meetings, hallway chats, and shared meals and social events. Being present in information users’ day-to-day work life helps them to see the information professional as a member of the group and promotes credibility. Social interactions break down barriers and promote trust.  As information users become more comfortable with the information professional, they think of them more often as someone who can solve less traditional information problems.

Being There — Virtually
In a virtual environment, duplicating this level of interaction can be difficult. How can you create and sustain equally strong connections with information users that you may never see? Although you may have to work harder to develop virtual relationships, there is encouraging data from the research, case studies and the literature that shows the way.

In a case study from our research, a knowledge analyst on the East Coast is integrated into a practice group located everywhere around the globe – except the East Coast. The analyst’s strongest supporter is the practice group’s executive manager, who is located on the West Coast. The analyst and the manager rarely meet, and the analyst has never met most of the practice group. Yet, the analyst is one of only two who have full access to all practice group-related emails, which she monitors for both work product (which she captures) and emerging issues (for which she provides preemptive support).

Start at the Top
How did the knowledge analyst do it? Her initial connections with the practice group were made through collaborative work with the senior manager on high-value, departmental work products. In many ways, the analyst worked as an apprentice knowledge manager with the senior manager, learning and building trust. The senior manager encouraged the analyst to expand her subject expertise and take on more challenges. She credits the manager’s support as the single most important factor in her success.

Over time, the senior manager has integrated the knowledge analyst as an active participant in all of the practice group’s online communications, meetings and learning opportunities. As a result, the practice group has come to know and trust her capabilities; demand for her work is skyrocketing and other groups are requesting her help as word spreads about her capabilities.

In the successful embedded groups identified in our research, management support is the key to successful integration of the embedded professionals into their information user groups. Relationships between the embedded professional and management are exceptionally strong. In one self-rated highly successful embedded group we identified, ties to user group management include giving both written and verbal reports to group managers.

In a dispersed virtual environment where information professionals may rarely, if ever, come into contact with senior management, reciprocal relationships between management in both the information center management and the information user groups are also instrumental in connecting individual information professionals with organizational groups. In the case of the knowledge analyst (who is an employee of her parent organization’s library), the information center director has cultivated connections with all levels of organizational management, facilitated the collaboration between the analyst and the practice group manager and encouraged the analyst’s alignment with the information user group.

As important as management support is, the information professional can’t just wait for her boss or a senior manager to intervene. To become embedded, a professional in a virtual or physical environment needs to be highly skilled in outreach and relationship-building. Members of the self-rated highly successful embedded group we identified proactively sought management support, including meeting regularly with customer group management to understand their information needs. Likewise, the knowledge analyst seeks continuous feedback from the two senior managers in the practice group she works with.

Subject expertise is imperative to gaining credibility and trust, but it’s not enough if the information users don’t know – and trust – the information professional well enough to call her for extraordinary issues. When senior management advises contacting this person for all information-related issues, chances are the user group will listen. The knowledge analyst in our case study noted that the senior manager endorsed and promoted her work to the group, increasing her credibility.

In a virtual environment, where casual interaction is unlikely, this endorsement from the top is critical. With management support and information savvy, the embedded professional can be as successful in the virtual world as in the physical one.

References

Shumaker, D., & Talley, M. (2010). Models of embedded librarianship: A research summary. Information Outlook, 14(1), 27-27-28, 33-35.

Talley, M. (2011). Success and the Embedded Librarian. Information Outlook, 15(3) http://www.sla.org/io/2011/04/995.cfm

Mary Talley is an information professional and an entrepreneur. She heads TalleyPartners, an information management consulting firm specializing in strategic planning, repositioning and embedded information structures for information centers. She was a co-recipient of the 2008 SLA Research Grant to study successful models of embedded librarianship. Mary currently serves as President of DC/SLA.

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Be future ready wherever you are

Be future ready wherever you are

This week, SLA Europe take over the Future Ready blog. SLAE has around 250 members in half a dozen different countries. We are a thriving network of information professionals: individuals and organisations within the UK and across Europe come together to benefit from each others’ knowledge and experience. All areas of the information profession are represented by our members -  specialist librarians, researchers, knowledge managers, business insight consultants, information scientists, editors, content specialists, graduates and academics and we’ve got representation in many different divisions.

by Jane Macoustra, Asian and Europe Chapters, Business & Finance Division

The phrase “Future Ready” can have a number of meanings. For me, being Future Ready means always keeping up with new developments in the tech side of the Information Professional world, and exploiting that tech for best advantage.

At the moment, the professional world is experiencing some difficult times, but technology comes to assist in the form of Virtual reality worlds. I was unable to attend the SLA 2011 conference in Philadelphia, so I attended virtually. I got a lot out of attending the conference from afar and also met new colleagues that I wouldn’t necessarily have had the opportunity to meet if I had attended the conference in person. Previously, if I’d been unable to attend, that would have been the end of the matter because virtual attendance is a fairly recent innovation.

I work as an editor on a daily basis for a New York publisher which allows me to work and publish my daily current awareness before anyone has reached the office to start their day. I do Sun Chasing work, and the technology we have now is an enabler to making time zones completely irrelevant. When I worked in Asia, I could cover colleagues’ absence in the US and London. I was abroad on holiday very recently and my mobile rang with a client requesting assistance. I took the instruction and completed the work from Spain, using a note book. The hotel was wi-fi-ed, and so I sat by the pool compiling and completing my assignment. When office space is expensive, and people don’t want to pay for extra office space, I work virtually for clients and maintain contact with them using technology that is free, such as Skype and a web cam. I also utilise free software and clean-up tools for my laptops such as a defragmenter and a CCleaner from Piriform or Uniblue.

I’m always on the lookout for the next new innovations and watch what others are doing, and how they are getting on with new products. I also sign myself up as a guinea pig for any new Beta testing of software that has just arrived in the public domain and I read many tech blogs and articles. That way I feel that I am doing my utmost to be Future Ready from a virtual perspective in relation to my work.

Jane is an experienced Information Professional, previously working in oil and gas, law, investment banking, university teacher and project manager, as an author of a book on business research and now –as a Virtual Assistant under the Tai-Pan Research and the Virtual City Girl consultancy. The assignments she undertakes are diverse and interesting. She spent 2 ½ years working in Hong Kong, and is on the Board of SLA Europe and SLA Asian Chapter.

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Reputation, Content, Convenience

Reputation, Content, Convenience

by David Cappoli, Southern California Chapter

Reputation, content, and convenience – these are the core areas on which I am focused for the near future.  I oversee the Friday Forums for the UCLA Department of Information Studies. The forums are a series of continuing education workshops geared towards the needs of information professionals. With subjects ranging from an overview of competitive intelligence, to movements in youth literature, to understanding the needs of paper conservation, these workshops introduce professionals to emerging ideas and new ways of thinking about ongoing challenges. Nearly all of the workshops are hosted on campus, but my goal is to reach out beyond the confines of UCLA and find new audiences who can benefit from these workshops.

In moving forward to attain this goal, I will utilize the well-regarded reputations of the workshop instructors, and the forums themselves, which have been confirmed by surveys and evaluations. The instructors have been cultivated and identified because of their high levels of expertise; interest in helping people learn; and, preparedness. Their collective ability to engage participants confirms their value. I will also continue to examine the needs and trends in the information profession so as to work with instructors and develop content that is highly sought after, and easily employed in one’s career. And as content is created and developed, I will work on new methods of delivering it, whether it is done by offering virtual workshops or hosting off campus workshops. These options make continuing education more convenient for professionals enabling a higher rate of participation and a wider spread of the benefits gained from attending the workshops. An expectation of broader participation is that the reputations of the workshops will be further enhanced, thus feeding into the expansion of the Friday Forums.

The personal network that I have constructed with instructors as well as workshop participants will aid me in focusing on reputation, content, and convenience, as I seek a broader audience for the workshops. I am also aware a substantial amount of time and effort will need to be invested in order to succeed, but the benefits will be plentiful.

David Cappoli is the Digital Resources Librarian at UCLA. An active member of SLA locally and nationally, David has been president of the Southern California chapter, and a member of SLA’s Annual Conference and  Nominating committees.  He currently serves on SLA’s Public Relations Advisory Council.

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FutureReady365 is a community blog focused on sharing knowledge, ideas and insights on how we are prepared for the future. The intention of the blog is to have a different information professional post every day in 2011. Please contribute!

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