CIL2009: Handhelds & Mobile

Ben Smith, Sheryl Bai, someone else…, Aaron Schmidt

First up – Handhelds at UCHC School of Medicine

PDA Program:

  • PDAs supported by the library since 2001
  • Library purchased PDAs for staff
  • Did an in-service class for staff
  • did some student and faculty training, too


Current PDA Initiative:

meet with faculty, then test handhelds, create instructions.

Train students so they can be a resource to ther students. Cool.

They hold PDA clinics, help them install apps, etc.


  • which handheld platform?
  • Windows Mobile 2003 or Mobile 5?
  • Smartphones?
  • They’re limited because they’ve developed stuff on Windows Mobile platform, so they have to use those…


  • two devices in one
  • cheaper
  • you have a phone contract too – have to make sure students understand this
  • screen resolution can be worse on a smartphone (aside – I love my iPhone)
  • not all have touch screen functionality

Handy software utilities:

  • dotPocket
  • DeepFreeze
  • ActiveSync
  • Microsoft Remote Display Control (displays the PDA on a computer screen, hence a live demo during a presentation)
  • My Mobiler
  • Windows Mobile Device Center

Chris Tonjes, Aaron Schmidt

Chris (CIO, DC Public Library)

their iphone app:

three layers – transaction layer, data layer, presentation layer (I think)


  • continue horizontal integration of our ILS
  • presents an alternative delivery of online catalog – like most, not happy with their ILS. So this gave them a great excuse to start experimenting
  • first foray into mobile world
  • leverages the power of the iTunes app store – the delivery method of the future
  • model for other projects
  • provides tangible near term ROI and extended library use and awareness
  • leverage! Code and analysis used for …
  • They have a blackberry version too
  • more online catalogs! playing with VuFInd
  • Integration/direct download target for content from our electronic resource providers 9Gale and Overdrive)
  • iPhone 3.0! Ecommerce – fine and other payments from within app!
  • model for near future projects (kindle or other readers)

Showing their release roadmap – they are planning for the future

DCPL iPhone App – fast facts:

  • 2199 downloads so far
  • 85 in the last week placed holds with it
  • works with SirsiDynix enterprise portal search discovery tool
  • plug in web service
  • took about 100 total hours of programming time
  • we can forecast LOE to modify for use with ibistro and elibrary
  • code available for download

DCPL SMS Text Msg – Bill

Reach out to the younger people is a goal

they send notices, announcements

patrons opt-in on website registration page

increase library event participation via same day notifications – great reminder of events.

messages and notices tailored to SMS limitations/requirements (ie., message size & delivery)

Normal txt stuff: small messages, if you have more than one to send, you have to do each as separate messages

Cost to the library = 0

They schedule the txt msgs in the middle of the day – important point. You don’t want them sent at 2am! And you WANT them sent when people can see them, for reminders…


in charge of how this should look and feel.

started making paper prototypes

Even did user testing with paper mock-ups to see if the idea worked

It IS possible to design a BAD iphone app… they wanted to avoid that

There’s a PSD element library for iphones so you can quickly create a photoshop mockup

Giving examples of how it works


QR codes,barcode reading.

HUGE potential for these mobile devices.

CIL2009: What is the Return on Investment for Your Library?

Speakers: Neal K. Kaske, Mary Lou Cumberpatch, Guy Dobson

Key questions:

  • what are the levels of use made of the electronic resources offered by your library
  • what are the estimated cost savings fromt he use of these electronic resources


  • value of staff time saved can be estimated
  • using only direct labor costs provides conservative estimates
  • value of the public’s time can also be estimated! conservative estimate for general public’s time is placed at $6 an hour, below minimum wage – so if patron uses library website for 10 minutes, that’s $1 in value.
  • levels of use measured by standard web metric packages is accurate
  • usage numbers are local numbers…
  • some search/time numbers are estimated… ie., time to search for phone calls is 15 minutes (so it’s a rough average)

Must know what we are counting: looks like they defined what a search was for each database they included in the count and equated that with a patron coming into the library, pulling out an index, and doing a search. That type of stuff…

aside … I’m sitting 15 feet from the screen, and I can’t read the slide! at least 15 points, with sub-points, in small font, all text… break that slide up!

Showing an example of data and $$ values associated with that data – ie., website visited 3 million times, dollar value = $322,000 – page views = 1 minute = $.10 each…

Guy Dobson:

He is figuring total value by mining SIRSI records on borrowing use and an averaged item price. Nice. Some patron’s library cards are worth more than $10,000 per year, because they check out so much!

CIL2009: Learning Solutions Through Technology

Sarah Houghton-Jan, Lori Reed


First time in history we have 4 generations of people in the workforce. Some people are always wired, some aren’t there yet.

another consideration – time & money. Need to figure out how best to use our money/time for training…

Showing a “Calculated Savings” slide – showing how much they spend in mileage reimbursements for travel time to and from training. Wow.

elearning solutions:

  • asynchronous (blackboard, not all there at same time, learning 2.0 classes)
  • synchronous training – all online at the same time (webjunction classes, webinars – opal, webex, go to meeting, adobe connect, dim dim, etc) – have to have bandwidth to support this type of training.
  • blended – blending both together

Giving examples of blended learning: using physical and digital social spaces…

Best learning is informal learning

Don’t put the cart before the horse – there are some things you have to figure out first:

  • Determine what the need is first – what do they need to learn/to improve their jobs, etc
  • Then determine who the audience is

Talkshoe as a good tool for communication. WebJunction as another (their webinars).

Twitter is a great way to reinforce learning.

Tips to implement elearning:

  • you need support from the top
  • include IT in discussions early on
  • trainer, train thyself
  • don’t put speed over quality – if it fails, elearning will get a bad name.Make sure you’re doing it correct!
  • have a plan – create goals
  • be prepared to demonstrate ROI – might be costs!
  • enlist the help of tech-savvy staff
  • look for support from local businesses


Oops … missed a bit. Starting now…

Tech2Know Program Plan:

series of short web-based how-to guides, tutorials, etc. Sorta like a 23 Things program for competencies. One topic a week…

3 follow-up elements:

1. permanent online discussion forums for each topic

2. tech playground

3. an ask the techies week when the helpdesk would target lingering issues people have had about anything

Some core principles:

prizes – important! Library Genius 2.0 t-shirts from ACPL, find free or low-cost swag – USB drives that cost $4, etc.

Why invest in staff training? save money, strengthen skills, improve customer service, shows commitment to lifelong learning, increases staff retention, motivates staff to keep learning, increases efficiency

Benefits: really helps improve staff – their skills, their job descriptions, future training eneds, helps with performance evals, consistent customer service. That “come back next tuesday when Jill’s at the desk” statement? Not acceptable.

Project Planning: start with goals.

Planning questions:

what are your goals?

who manages the project?

Do you have or need to create a skills list?

Do you have a timeline in mind?

What are your resources (funding and staff)?

What training resources exist, and which ones need to be created?

Ensure staff buy-in:

  • listen – if you ask, use their input
  • keep everyone informed
  • reassure staff they don’t have to know it all now
  • managers MUST follow project plan
  • hold a brainstorming session or party
  • fun. rewards. food.

Admin buy-in:

  • write a purpose statement
  • determine measurable deliverables
  • build training in to performance evals
  • train admin/management first or separately

Creating a training program:

  • decide on types and numbers of training
  • start with the basic topics
  • open training to all staff
  • mandatory or voluntary?
  • training budget based on staff needs
  • set goals and rewards

Ongoing learning:

  • Do a mix of scheduled and unscheduled learning…
  • give staff 15 minutes a day to study/learn
  • schedule 1 off-desk hour for self-study
  • encourage conference/lecture attendance
  • share online tutorials, etc

Tips: ask students to dream at the end – if you ruled the library, what would you change now, after learning this stuff? (came from Michael Stephens)

CIL2009: Innovation, Services & Practices at the Darien Library

John Blyberg, Gretchen Hams, Sarah Ludwig, Kate Sheehan – all from


They think alot about the future. They decided that traditional library services needed to be completely blown apart and put back together in a different way

Innovate – doesn’t have to ONLY refer to technology. Yes.

Pursuing innovation gives you the ability to fail – and it’s ok. Sometimes things work, sometimes things don’t. EX – they figured CDs would be obsolete when new library opened, so they didn’t have CD shelf space. They were wrong! They fixed it and adapted

Being agile is one of their library’s biggest assets – they are a small library, and that allows them to quickly innovate.

Similar to TSCPL – they have buy-in from staff, management, community – so go for it when you have it!

Wash, rinse, repeat – when you build in a culture of change and innovation, everyone expects that – it becomes a way of doing things…

Darien Library UX:

Users=physical, digital users, and staff.


open-source catalog overlay thing…

real open source thing – invited other developers to be part of the community. Nice.

Gretchen (children’s librarian):

Kids – don’t come to the library by themselves – their parents come too!

Talking about how we force parents to use our call numbers, go to a big shelf… Not set up for browsing – set up for finding specific items by call number … NOT USER FRIENDLY!

Darien got rid of the picture book section – instead, they have a birth to five section that is color-coded in broad topic areas (celebrations, favorites, all about me, stories, etc)

They had to touch every book. Cool! Hard to circulate books are flying off the shelves because of their rearrangement.

They are focusing on the adults, and how the adults use the library for their kids. Interesting.

Microsoft Surface table – using it for kid interaction. Kids are figuring out how to share, take turns…

Creation Station: Apple laptop, camera, Edirol mp3 player in a briefcase.Kids can use them.

Sarah (teen librarian):

they have one room for teens to just hang out – no books, computers… but has games.

One room for computers, public service desk.

next is a tech center where they teach tech classes.

Some study rooms

There are 2 teen tech librarians. Sweet.


They have iMacs – teens think they’re cool. Using photobooth, doing video chat.

movable furniture – handles on back, wheels on bottom.

Erasable markers for windows and doors…


Duh – have to have it. If you’re serving teens, you have to have gaming.

They don’t program around gaming. Instead, they simply set it up and let them go.

Outreach: through facebook. Fan page, teen advisory board pages… the teen advisory page is created and ran by teens (very important).

Create a professional account, and use it for library stuff. She has a professional profile that looks friendly and inviting.

Don’t friend your colleagues! Only friend teens.

Teens and Tech:

Oral history project – the teens are going out into the community, videoing older Darien residents… the teens will edit the videos, mashing it all together, posting it to the library website.

Going to form a teen tech advisory group. Teens will guide the library in what they’re interested in.

Kate (Adult Services):

Reference is dead, long live reference.

Going towards research 1-on-1 projects … where staff invest time into patrons’ projects.

Meet people at their point of need – roam around the library.

How do they make it work? Tiny laptops, wireless phones (ie., asus, the tiny dell pcs, etc)

One big part – having amazing people.

Hard to roam without wireless phone…

They love walking around and engaging with patrons.

Most important tool? Nametags.

Growing pains:

IM reference through Meebo – it has skyrocketed… Meebo isn’t the best tool for those roaming tiny laptops (because of the rollover ads). They are moving to LibraryH3lp

What we’ve learned… this is a permanent work in progress, permanent beta. And it’s ok.

constant asking – “why is this here?”


we stand alot more. we’re all thinking more about the collection. signage has become more important.

CIL2009: Evaluating, Recommending & Justifying 2.0 Tools

Marydee Ojala

New technologies:

* all things 2.0 – web, library, enterprise, etc – empowerment, sharing, communicating, these are the unifying themes
* social networking/media/software – unclear terminology, collaboration is the unifying theme
* Examples – blogs, wikis, tagging, rss, flickr, youtube, etc, etc, etc…

Implications for research:

* magazines & newspapers are adding info to their websites that don’t show up in their archival versions
* what is a publication? what is saved? what are we paying for?

Social Media for research:

* linkedin
* look for company, product, people names
* particularly good for competitive intelligence

What does it mean for info pros?

* does your management appreciate the power of social? Do you want your boss as a friend? What to do when they friend you?
* does your staff appreciate the power of social? Same questions with staff – do you friend them? What if they friend you?
* do you?

Personal vs Business

* some social tools are useful for research
* you’ll get little pushback when using sites like linkedin, digg, furl, etc
* if downloading software or using java is involved, you may have problems with IT
* keep your personal life out of worklife – did you REALLY want to know “that” about your colleague?

internal vs external?

* will it be inside or outside the firewall?
* etc

common sense

* would you add your library’s collection of proprietary materials to librarything? No…
* would you use twitter to complain about a patron? No….


* would you superpoke your boss? etc

Social in a business setting

Evaluation: guidelines not different from past criteria. peer pressure … also not just a library thing – it can go way beyond libraries.

Why add these? customer expectations, marketing, sharing info, reputation management, etc …

Recommending: get outside your comfort zone. Not just a library decision… opportunity to join a larger conversation. Talk to your community!!!

Position your library as tech experts and social media experts.

Justifications: some organizations just ban them… Does management even know if you’re using these things?

Enterprise social tools: there are a number of behind the firewall social networking tools, just for an intranet. Sharepoint, yammer, Jive, Vignette are examples.

Ask what problem does this solve? ask what are you trying to accomplish, then how can you best accomplish it? THEN hunt for tools…

Will it survive? As companies get bought out, with economy, etc… Is there tech support? Who owns the data, look at the pros and cons.

Common Objections:

* this social stuff just wastes time – comeback – it’s a management issue, not a tech issue. Doesn’t matter if you got something done because of facebook or because you’re just incompetent…
* invasion of privacy – not an issue…
* security violations – IT says it’s dangerous… Our government has authorized blogging … etc. If government can do it, then we can do it. There’s a map of where Hilary Clinton is traveling
* employees could give away corporate data – another management issue. You have policies in place already – has nothing to do with tech.
* It’s just a fad… Oh, talking to people is just a fad!
* Sarbanes Oxley? another management issue, not a tech issue

Ex – a wiki has nothing to do with credibility. It’s all up to the guidelines for the project – has nothing to do with tech.

These aren’t trivial: don’t be too quick to brand people luddites. Theya re real and serious concerns. some are deal killers, some aren’t. You need to know the difference and be able to explain the difference.

Don’t say Yes, but – say Yes, And…

counter arguments: need to be constructed with the understanding that some of the objections are valid. Understand the tech ramifications of introducing new tech. Management responsibilities include setting policies.

Stakeholders: IT, marketing, HR, strategic planning (ie., some things can’t be shared), managements, etc – there are others… you have to approach each one differently.

Each has different worldviews and worries

Understand dynamics: is your organization risk-adverse, do they like to take risks? Etc.

Business case:

* align with org’s goals
* understand internal decision-making process
* build case based on outcomes
* deflect criticisms in advance
* anecdotes or stats – it depends on who you’re talking to

tailor your argument: timing is important…

Money: everything costs – time, maintenance, etc… ROI, non-monetary benefits…

Delivery – will vary. powerpoint, executive summary, brief narrative, start with benefits (problem to be solved, need or opportunity), then move on to technicalities

management buy-in: never guaranteed. Do you really need to ask permission? Make sure to communicate. No surprises is good managmenet mantra.

Measure success: marketing is essential. measurement over time determines if you should continue. Keep your eyes open for the next new thing.