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How to Generate Buy-In and
Excitement from Your Campus
Library
Colleen Greene, MLIS
Systems Librarian & Communications Coordinator
Pollak Library
California State University, Fullerton
Frustrations & Challenges
• Libraries are different
• Library websites are different
• OU Campus won’t work for a library website
• The answer to each is sometimes YES.
• The answer to each is sometimes NO.
Understanding Library Culture
Most Academic Librarians Are
Faculty
• Focus on research, education, and access
• Shared governance
• Academic freedom
• RTP (Retention, Tenure & Promotion) is
including more digital work
– Campus service
– Scholarly & creative work
– Faculty assignments
Libraries & Librarians Are, In
General, Early Adopters
Likely 1st
on campus to:
•Have a website
•Use a CMS
•Understand & use social media
•Focus on metadata & SEO
•Use embedded & interactive media
•Work with RSS, APIs, widgets
Professional & Ethical
Philosophy of “Open”
• Intellectual freedom
• Open access
• Open source
• Open data
• Rights-free
Understanding Library Websites
Typical Library Website
• Informational pages
• Discovery tools
• Proprietary licensed electronic resources
• Research & instruction guides
• Institutional repositories & digital archives
• Custom apps, databases & web services
• Blogs
• Widgets, RSS feeds, APIs
OU Campus is Only One Part of a
Library Website
• Examples
– Home page
– Informational pages
– News/Alert pages (if no blog)
• Why?
– Bulk of our content is proprietary research
databases, journals, ebooks, media, etc.
– Industry-standard tools that support library
metadata standards & interoperability standards
The Pollak Library Website
• 17+ different major websites
• 1000s of databases & journal interfaces
• Some allow us full CSS control, some allow
moderate CSS control, others little or no CSS
• Make heavy use of repurposing between web
services & OU Campus, and between OU
Campus via APIs, RSS, Assets (looking at XSL
for external databases)
• www.library.fullerton.edu
Patrons Have An Emotional Tie
to Library Websites
• Students & faculty stress out when our
“website” changes, runs slow, goes down
– Blockers to getting research & assignments done
– Even if bookmark discovery tools or other
interfaces, have to do proxy check to access
proprietary licensed research materials
• Instruction librarians teach from live site
• Professors include library site in LMS
Ways to help Your Library
Timing
• NEVER implement a redesign or upgrade
rollout during the academic year, unless an
emergency
– Grateful that OmniUpdate extended the V10
migration deadline through 2014.
– Librarians carry very heavy instruction loads,
which allows for no training time
– If something goes wrong, blocker for students &
faculty doing research & assignments
Branding & Visual Identity
• Less is better (used Ohio State model)
• But campus can provide resources to help
brand across library sites and interfaces
– Header graphic choices
– Quality stock photos
– Well-documented parent CSS
– No parent CSS changes without advanced
notifications
– Style guide for typography & colors
Library & Librarian Culture
• Include us in business requirements, design
stages & mockups, content strategy, training
– Many are experienced in XML, PHP, JS, etc.
– Information Architecture, metadata, SEO expertise
– While OU Campus is not open, it supports flavors of
open source that can be integrated with open systems
– We are educators, use us as campus trainers
• Use terms like consistent & more seamless “user
experience” vs. branding & identity
Library & Librarian Culture
• Custom librarian-centric Profile pages
– Faculty AND staff, some student assistants
– More freedom with content and formatting
– Use template logic to show/hide widgets
– Allow embedded content
• Heavy focus on education & outreach
• Each Profile is actually a directory folder.
– Profile page is index
– Store conference handouts, presentations, etc.
– Provides a mini professional portfolio space
Understanding the Role of the
Library Home Page
• Functions as a digital branch of the library
• Gateway to electronic resources & directory to
information about/inside the library
– Don’t want visitors hanging out here a long time
– High Analytics bounce rates means we are doing our
job > visitors are finding what they need
• Current trend is very minimalistic
– Simple, few, key visuals
– Primary emphasis on Search tools
Repurpose Content & Services
• General OU Campus Content (Assets)
– Related Content widgets > tagged
– Related Policies & Pages widgets > tagged
– Related Stock Images > tagged
– WNL & Library Alerts
• Third Party Services
– LibGuides & LibAnswers APIs > tagged
– Blogs > RSS + WNL > tagged
– Institutional Repositories and Digital Archives > RSS or
APIs
Point-Of-Need Repurposing
• Use Asset tagging to target selected content
to related library pages in OU Campus (feeds
specific widgets built into templates)
• Use Asset tagging to target selected OU
Campus sites and pages across campus (wish
list, not happening yet)
• Have campus sites make use of library RSS
(wish list, not happening yet)
OU Campus Template Guidance
• Using XSL to display data from custom &
third party databases
• Integrating Google Analytics event handlers
throughout site, links, forms
Training approaches
Newsroom Approach
• Few System Administrators (L 10)
• Few Super Users (L 7)
• Assign “beats” across operational units
– OU Campus Groups & Directories
– Content Team Leaders / managing editors (L 4)
– Content Team Members / reporters (L 3)
• Few spot checkers / copy editors (L 3)
Start With Profile Pages
• Almost everyone has more interest in Profiles
• Allows for a personal “sandbox” approach to
learning OU Campus
– Not end of world if Profile page blows up
– Allows them to learn OU Campus admin interface
– Allows them to learn OU Campus workflows
– Allows them to learn template widgets
• Required prerequisite for those moving on to
part 2 (Content Team) training
Contextual Training
• Academic librarians & all faculty are very
focused on learning models & pedagogy
– One-size-fits-all training not effective
– Contextual & point-of-need training preferred
• Train by operational/functional areas
– Groups, Template Groups, Directories
– Workflows (Editors & Reporters, best practices)
– More advanced training for Super Users
• Content strategy (writing for web, SEO,
content flow, content ideas)
Contact Information
Colleen Greene, MLIS
•cgreene@fullerton.edu
•@colleengreene
•www.colleengreene.com
•Pollak Library Faculty Profile Page
Class Link List: http://bit.ly/cgreene-outc14

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OU Campus CMS: How to Generate Buy-In and Excitement from Your Campus Library

  • 1. How to Generate Buy-In and Excitement from Your Campus Library Colleen Greene, MLIS Systems Librarian & Communications Coordinator Pollak Library California State University, Fullerton
  • 2. Frustrations & Challenges • Libraries are different • Library websites are different • OU Campus won’t work for a library website • The answer to each is sometimes YES. • The answer to each is sometimes NO.
  • 4. Most Academic Librarians Are Faculty • Focus on research, education, and access • Shared governance • Academic freedom • RTP (Retention, Tenure & Promotion) is including more digital work – Campus service – Scholarly & creative work – Faculty assignments
  • 5. Libraries & Librarians Are, In General, Early Adopters Likely 1st on campus to: •Have a website •Use a CMS •Understand & use social media •Focus on metadata & SEO •Use embedded & interactive media •Work with RSS, APIs, widgets
  • 6. Professional & Ethical Philosophy of “Open” • Intellectual freedom • Open access • Open source • Open data • Rights-free
  • 8. Typical Library Website • Informational pages • Discovery tools • Proprietary licensed electronic resources • Research & instruction guides • Institutional repositories & digital archives • Custom apps, databases & web services • Blogs • Widgets, RSS feeds, APIs
  • 9. OU Campus is Only One Part of a Library Website • Examples – Home page – Informational pages – News/Alert pages (if no blog) • Why? – Bulk of our content is proprietary research databases, journals, ebooks, media, etc. – Industry-standard tools that support library metadata standards & interoperability standards
  • 10. The Pollak Library Website • 17+ different major websites • 1000s of databases & journal interfaces • Some allow us full CSS control, some allow moderate CSS control, others little or no CSS • Make heavy use of repurposing between web services & OU Campus, and between OU Campus via APIs, RSS, Assets (looking at XSL for external databases) • www.library.fullerton.edu
  • 11. Patrons Have An Emotional Tie to Library Websites • Students & faculty stress out when our “website” changes, runs slow, goes down – Blockers to getting research & assignments done – Even if bookmark discovery tools or other interfaces, have to do proxy check to access proprietary licensed research materials • Instruction librarians teach from live site • Professors include library site in LMS
  • 12. Ways to help Your Library
  • 13. Timing • NEVER implement a redesign or upgrade rollout during the academic year, unless an emergency – Grateful that OmniUpdate extended the V10 migration deadline through 2014. – Librarians carry very heavy instruction loads, which allows for no training time – If something goes wrong, blocker for students & faculty doing research & assignments
  • 14. Branding & Visual Identity • Less is better (used Ohio State model) • But campus can provide resources to help brand across library sites and interfaces – Header graphic choices – Quality stock photos – Well-documented parent CSS – No parent CSS changes without advanced notifications – Style guide for typography & colors
  • 15. Library & Librarian Culture • Include us in business requirements, design stages & mockups, content strategy, training – Many are experienced in XML, PHP, JS, etc. – Information Architecture, metadata, SEO expertise – While OU Campus is not open, it supports flavors of open source that can be integrated with open systems – We are educators, use us as campus trainers • Use terms like consistent & more seamless “user experience” vs. branding & identity
  • 16. Library & Librarian Culture • Custom librarian-centric Profile pages – Faculty AND staff, some student assistants – More freedom with content and formatting – Use template logic to show/hide widgets – Allow embedded content • Heavy focus on education & outreach • Each Profile is actually a directory folder. – Profile page is index – Store conference handouts, presentations, etc. – Provides a mini professional portfolio space
  • 17. Understanding the Role of the Library Home Page • Functions as a digital branch of the library • Gateway to electronic resources & directory to information about/inside the library – Don’t want visitors hanging out here a long time – High Analytics bounce rates means we are doing our job > visitors are finding what they need • Current trend is very minimalistic – Simple, few, key visuals – Primary emphasis on Search tools
  • 18. Repurpose Content & Services • General OU Campus Content (Assets) – Related Content widgets > tagged – Related Policies & Pages widgets > tagged – Related Stock Images > tagged – WNL & Library Alerts • Third Party Services – LibGuides & LibAnswers APIs > tagged – Blogs > RSS + WNL > tagged – Institutional Repositories and Digital Archives > RSS or APIs
  • 19. Point-Of-Need Repurposing • Use Asset tagging to target selected content to related library pages in OU Campus (feeds specific widgets built into templates) • Use Asset tagging to target selected OU Campus sites and pages across campus (wish list, not happening yet) • Have campus sites make use of library RSS (wish list, not happening yet)
  • 20. OU Campus Template Guidance • Using XSL to display data from custom & third party databases • Integrating Google Analytics event handlers throughout site, links, forms
  • 22. Newsroom Approach • Few System Administrators (L 10) • Few Super Users (L 7) • Assign “beats” across operational units – OU Campus Groups & Directories – Content Team Leaders / managing editors (L 4) – Content Team Members / reporters (L 3) • Few spot checkers / copy editors (L 3)
  • 23. Start With Profile Pages • Almost everyone has more interest in Profiles • Allows for a personal “sandbox” approach to learning OU Campus – Not end of world if Profile page blows up – Allows them to learn OU Campus admin interface – Allows them to learn OU Campus workflows – Allows them to learn template widgets • Required prerequisite for those moving on to part 2 (Content Team) training
  • 24. Contextual Training • Academic librarians & all faculty are very focused on learning models & pedagogy – One-size-fits-all training not effective – Contextual & point-of-need training preferred • Train by operational/functional areas – Groups, Template Groups, Directories – Workflows (Editors & Reporters, best practices) – More advanced training for Super Users • Content strategy (writing for web, SEO, content flow, content ideas)
  • 25. Contact Information Colleen Greene, MLIS •cgreene@fullerton.edu •@colleengreene •www.colleengreene.com •Pollak Library Faculty Profile Page Class Link List: http://bit.ly/cgreene-outc14

Editor's Notes

  1. I am a librarian(academic, public, and news) and web developer, who has also worked in .com software development and public relations. A big part of my job, throughout my entire librarian career, has been acting as a “translator” between libraries / marketing / IT.
  2. This is the very reason why I decided 15 years ago that I wanted to become a librarian, and go after my MLIS. Because we are early adopters, we have much higher expectations of how CMSs, repurposeable content, widgets/gadgets, and APIs should work.
  3. Libraries have been one of the primary drivers behind these movements. For many of us, it is why we entered this profession.
  4. I have to re-train approximately 70 users, on top of a regular full-time workload. For example, at Pollak Library, our instruction librarians: Taught 557 library instruction sessions during the 2012-2013 academic year (August 22, 2012 to May 31, 2013). Taught instruction sessions in Spring 2013 all the way up to May 16, 2013. Taught instruction sessions in Fall 2013 all the way up to December 2, 2013.
  5. I describe this part 1 training as an “Intro to OU Campus & Profile Page Training”, and I book 2 hours, which includes Q&A. Explain OmniUpdate, OU Campus as a CMS, and why our campus and library are using it. Discuss campus branding and visual style strategy. Walk through and explain the information architecture of our site, as well as standard template types and key stakeholder decisions behind those. Hands-on session building out Profile pages. Only need to demo sampling of widgets (editable regions) since many behave the same way. Ends with the publishing process.
  6. This also provides me with a feedback mechanism from my content editors.