Showing posts with label Public Expenditure. Show all posts
Showing posts with label Public Expenditure. Show all posts

Monday, 22 April 2013

UK Serials Group Conference


Rebecca Mogg from Cardiff University Libraries attended this year's UK Serials Group (UKSG) Conference in Bournemouth with financial support from the Kathleen Cooks Bequest Fund. With Rebecca's help we can all update our knowledge on open access publishing, supporting researchers, the fascinating realities of the world of the digital student, altmetrics [a new one for this blog] and  developments in library technology.  Rebecca clearly returns to her workplace with a number of innovations to experiment with. Always the sign of an excellent conference!

Bournemouth International Centre - the venue for
UKSG in 2013
Image credit: Lewis Clarke [CC-BY-SA-2.0],
 via Wikimedia Commons
I was fortunate to receive a grant from the CILIP Wales Kathleen Cooks fund to attend this year’s UKSG Conference in Bournemouth from 8-10 April.  This was my first time at UKSG and I was impressed by the size of the conference and the breadth of the representation of delegates from across academic librarianship, publishing and other professional bodies supporting the sector.  Not to mention the conference dinner and funfair which had the real ‘wow factor’!

The programme was tightly packed and I got lots of ideas and good practice to report back to my institution.  There was also plenty of opportunity to chat to suppliers and see product demos, helping to bring me up to speed with recent developments in areas such as eBooks and digital archives.

The key themes of the conference looked at the evolution of open access, research evaluation and researcher identity, digital students – new learning and information habits and really useful library technology. I have provide much more detail about the sessions I attended below together with my reflections.  Videos of the plenary sessions are available on the YouTube UKSG Channel and the full presentations can be viewed on Slideshare.

Evolution of Open Access

The conference opened with presentations from Phil Sykes, Liverpool University and member of the Finch Committee, and Fred Dylla outlining the progress of the open access movements in Britain and America. 
Sykes provided the background to the Finch outcomes and argued that politically we have never been in a better position to move forward with open access as there is full support in both RCUK (Research Councils UK) and in Government.  This may change in the future and so it’s important that we seize the initiative.  He encouraged us not to ignore the defects in the current policy but to take a positive attitude.  We must provide strong support nationally through our professional bodies and skilled advocacy on campus.  It’s important we make the Gold route work properly to avoid double dipping. 

The focus of Dylla’s presentation was on open access to research data.  Progress in the US is not as advanced as the UK. However, a recent initiative from the Office of Science and Technology Policy (OSTP) to increase access to the results of publicly funded research where projects exceed $100m in R&D expenditure, makes important steps to tackle this deficit. There are also a number of partnership projects between publishers and research funders including the FundRef scheme which aims to make it easier to determine which public body has funded research. 

The final presentation on this theme was from Jill Emery of Portland State University who suggested a toolkit for librarians to respond to open access.  Emery argued that responsibility for supporting open access should lie within Library and that we should engage others in OA provision to ensure that the gold route works effectively and libraries are not double charged.  Emery also advocated that libraries should re-structure their budgets to fund open access publication.  I felt that this was currently less applicable to the UK where the majority of funding is currently coming from RCUK.  Also, we are yet to receive any savings in terms of subscriptions to free up funds in the library budget for article processing charge (APC) payments. These talks gave us plenty to chat about over lunch! 

Researcher Evaluation and Researcher Identity

 Jenny Delaselle from Warwick University outlined a range of publication and citation metrics and encouraged us to make our researchers aware of them.  She also highlighted the current developments in article level metrics (altmetrics) – more on this later.  Laurel Haak from ORCID followed with a talk aimed at raising awareness of the importance and value of encouraging researchers to set themselves up with ORCID IDs.  ORCID is:
 “an open, non-profit, community-based effort to provide a registry of unique researcher identifiers and a transparent method of linking research activities and outputs to these identifiers”.  
This is certainly something I intend to pick up with researchers in my subject area.

On Tuesday a workshop presentation from Mike Talyor, Elsevier Labs and Paul Groth, VU University Amsterdam usefully continued the theme of altmetrics - a topic about which I knew very little.  Taylor provided the definition:
altmetrics are article-level metrics – counting and interpretation of non-formal citation of scholarly documents.  Non-formal citation could be when a work is saved in Mendeley / Zotero / Figshare, bookmarked in Delicious or shared on Twitter or Facebook. 
The two presenters highlighted the benefits of altmetrics to the individual researcher.  They can tell a story to potential funders about the impact of previous research, and do this much faster than citations. Altmetrics services such as ImpactStory or Altmetric.com can help a researcher aggregate all the places where their research is being discussed. Both presenters stressed that altmetrics is in the early stages of development and so the figures should not be compared and used for ranking.  There is much more to come in this area, so watch this space.

Similarly, presenters from Proquest and Goldleaf discussed ways of measuring the impact of online humanities information resources.  This is an important topic as in these disciplines usage statistics often do not give the full picture of the value of a product.  They have conducted a large-scale study into researcher’s use of online resources and will be publishing an article about their findings in the next issue of UKSG journal - Insights.  They also intend to put together a toolkit for librarians.  A couple of practical suggestions which I found useful included:

  • setting up quick polls when users access a certain resource to find out their views about it,and 
  • requesting inbound and outbound linking stats from your link resolver and finding out from providers how many users are making use of the personalisation features of the resource.
Joanna Ball at the University of Sussex provided a workshop session on their approach to supporting Research Data Management.  I was particularly impressed by their idea of running one of their regular researcher seminars on the topic of “Why share your research data?”  Rather than the library leading, they invited a representative from the UK Data Archive and a researcher from their own University with expertise in ethics to lead the discussion. 

Digital Students 

Tuesday morning’s plenary sessions focused on  Digital Students: new learning and information habits.  The first presenter, Lynn Silipigni Connaway from OCLC, gave a synopsis of a number of recent studies which have looked into researcher and student behaviour around information resources access and use.  Some of the research studies quoted had been reported on previously but the presenter brought them altogether to draw some useful conclusions, including:
  • the increased need for seamless online discovery to delivery (including mobile). Users expect their online search experience to lead them to the end product. This is generally what is experienced in other aspects of the web!
  •  provide search help at the time of need (chat and instant messaging (IM) - embedded in search interfaces, mobile technology)
  • design all of our systems with users in mind Model our services on popular services.And finally 
  • focus on relationship building instead of service excellence – identify needs and be in a stronger position to make an impact.

The talk which followed from Joshua Harding, a postgraduate medical student at Warwick Medical School, was the highlight of the conference for me.  He offered a glimpse into the world of the student in the not so distance future, and gave a strong message to both librarians and publishers to act.  I recommend watching the full presentation. Joshua outlined how he has taken the step to being a ‘paperless student’, by using his iPad for his entire study needs.  He uses apps to enable him to take handwritten notes, read and annotate key textbooks, carry out patient consultations, look up and revise key facts (e.g. drug information at the point of need and revise anatomy).  Joshua argued that tablets will become the norm for students in the next 18 months and that our services need to be ready.  He called upon publishers to improve e-textbook provision and to provide ‘smart books’ which will act as a personal study buddy through the use of learning analytics which show him, for example, the areas he may need to revise. A number of current barriers to becoming a paperless student were highlighted, including: 
  • lack of connectivity to cloud services such as Dropbox
  • cost – at the moment he pays for all his textbooks - with the advent of fees, students will expect this provision
  • the ePub format which prevents him from being able to copy and annotate sections of text, and 
  • the array of places to look to find relevant books.  
Joshua called for a universal store where they can be located and purchased.

Really useful library technology

Given the current interest in a shared LMS in Wales, I opted to attend a session from Adjoa Boateng and Dave Pattern about Alma and Intota.  Boateng gave a very candid presentation about the implementation of Alma at the University of East London.  As early adopters of this new product, they experienced a number of quite major sounding teething problems, particularly with the reader service, or ‘ fulfillment’ aspect of the product, including issues with self-service, fines, email notifications and reservations.  However, there were a number of aspects which went well including the ExLibris SFX integration, data load and configuration and overall they were pleased with the changes. 

Dave Pattern presented on the progress of their current JISC funded HIKE (Huddersfield, InTota, Knowledge Base+) project which is due to report soon and will include an evaluation of the new InTota LMS.  Both these presentations had a common theme which emphasized the importance of taking the opportunity to re-consider current workflows.  UEL responded to the requirements of the new platform during the implementation whereas Huddersfield’s approach was to map their ideal workflows first.  These workflows can be viewed on the project web site.

The final breakout session of the conference was another highlight for me.  It was presented by RonĂ¡n Kennedy and Monica Crump from GUI Galway and was a very candid account of their implementation of Primo and their users’ response.  It highlighted the importance of user-observation studies to truly understand how students and staff make use of our library resources and where they experiencing stumbling blocks.  We are just starting to make use of this methodology here at Cardiff University and I think that one-year-on from our implementation of Primo we should consider running a similar exercise.

Lightening Talks

A new format for UKSG, these sessions each consisted of 3 x 10 minute talks covering new services and innovations.  Of particular interest to me was Caroline Alderson’s presentation on the JISC Open Access fees pilot and Gill and Gravely’s presentation about their work to integrate mobile technologies into library services at Surrey.



Dodgems! (c) Rebecca Mogg, 2013

With quite few bleary eyed delegates in the room following Tuesday night’s funfair, dinner and disco Wednesday  morning kicked off with a brief presentation from Ed Penz at CrossRef who reported on some research UKSG will be undertaking into usage statistics and web analytics for discovery tools.  Liam Earney then talked about JISC’s new service, Knowledge Base+, which is currently available on free trial to the user community.  It aims to create a knowledge base of licence and subscription information which will enable institutions to improve their decision-making and management of resources.  Liam also mentioned a sister project in the US called GoKB which has an international scope and will be made available outside of the US in future.  Finally Simon Inger from Renew Training provided some highlight results from a large-scale study into reader navigation conducted in 2012.  The research compares readers from different sectors and subject areas and looks extremely useful.  Certainly a report to take a closer look at - How Readers Discover Content in ScholarlyJournals! 

Concluding sessions

The very last plenary sessions of the day came from the two Americans with fabulous headgear: Jason Scott from the Archive Team and T Scott Plutchak from the University of Alabama at Birmingham.  Scott’s entertaining presentation highlighted the transient nature of the web and how we are at the mercy of the whims of the internet’s major players who can suddenly decide to close down a site at short notice.  The closure of the GeoCities site in 2009 with only 30 days notice to users, prompted Scott to set up the Archive Team, who are identifying and downloading material from “at risk” web sites and saving it for posterity.  
Plutchak rounded off the conference with a plea for librarians and publishers to work more closely together and to learn more about the work that we each do.  He encouraged us to move away from stereotypical views of each other and avoid giving each other unhelpful badges.  Essentially we both want the same thing! 

We are very grateful to Rebecca Mogg for this report. If you have attended an event, or have undertaken a project which deserves wider dissemination, please do contact wales@cilip.org.uk to see if we can publish your report here.


Wednesday, 6 February 2013

Welsh Minister announces extra £150,000 for tackling child poverty through cultural institutions

Speaking in the National Assembly for Wales yesterday (5 February 2013) the Minister for Housing, Regeneration and Heritage, Huw Lewis AM, pledged an additional £150,000 to help museums, libraries and archives in Wales adopt and enhance initiatives to help eradicate child poverty. This additional funding is earmarked for work that will widen access and participation, providing a step-change in increased participation in museums, archives and libraries by the poorest families in Wales. Museums, archives and libraries open minds and open doors to previously closed areas of society.We must work to preserve library services in these very difficult financial times, but that we should simultaneously and pro-actively work to ensure that no one is excluded from using these services.

The Minister's statement is available via the attached Senedd.tv clip and runs for approximately 30 minutes including questions. Full transcript of the Senedd item will of course be available via the Record of Proceedings.  Below I have tried to summarise key points from the session for wider dissemination.





In brief overview the Minister noted [points in bold emphasised by me]:


  • Museums, archives and libraries (MAL) do play an important role, along with other aspects of Civil Society and the Government in Wales, in working towards the eradication of child poverty. MAL provide gateways to knowledge, lifelong learning and increased understanding. They collectively work to reduce inequalities by being open to all, helping to improve life chances, developing skills and improving quality of life. The sector nurtures aspiration. These results arise not just because of financial resourcing for the sector, but result through the committed attitude of staff and volunteers.
  • Commended the development of Child Poverty strategies by the National Museum for Wales and the National Library for Wales. By working in partnership with Communities First and Families First schemes both organisations have recently involved an additional 600 children and young people.
  • Looking specifically at public libraries the Minister noted that they provide safe, welcoming environments with free access to resources - vital within the context of helping to eradicate child poverty. The Minister drew special attention to:
    • the Incomplete field guide to wellbeing and libraries - recently launched (see this blog entry)
    • improving literacy levels in Wales is central to the national strategy Libraries Inspire, emphasising the importance of sharing books and reading with children
    • multi-agency approaches: delivering Book Start which now reaches 95% of families ; Flying Start now frequently use public libraries as venues for their activities and meetings.
    • investment in children's public library services which can lead to increased number of children's visits to libraries of  an additional 50%.
    • essential work in supporting adults - work that will have implications for eradicating child poverty. For example, assisting with job searches, improving and helping internet use - especially crucial where government services are increasingly only delivered online.
The additional £150k announced yesterday comes on top of the previously identified funding of £2.9M, and is specifically earmarked for work that will widen access and participation, working towards a step-change in increased participation in MAL by the poorest families. In this way MAL can enrich the lives of the poorest children and help them out of poverty. 

Museums, archives and libraries open minds and open doors to previously closed off areas of society.          Huw Lewis 5/2/13

Questions in the Chamber broadly supported and welcomed this statement, but there were some concerns and challenges:


  • How will success be measured? How will this extra funding be directed - overcoming transport barriers, on broadband internet? Not directly answered by the Minister, but he noted:
    •  the increasing thirst for accessing Welsh Culture, noting the free entry policy for national museum sites, and increasing availability of online access. 
    • where investment has been made in children's library services then 50% increase in usage is seen. Wales is the only part of the UK where we still continue to see increasing numbers of public library visits.
  • Given current public sector budget cuts how can we ensure viable public libraries, given the tendency to cut cultural services before other things? In response, the Minister said:
    • In Wales cultural budgets certainly aren't the first targets for cuts. The Minister noted the situation in England where there is almost daily news of significant cuts to libraries, including reports of mass closures. The Minister is determined that this will not happen in Wales. Yes, these are times for imagination and investment; solutions such as co-location may work well.
    •  his commitment to the public library service in Wales, again re-iterating that all powers will be used, and measures taken in order to ensure "comprehensive public library services" as required by the Museums and Public Libraries Act 1964.
  • There was concern and doubt whether this additional money would need to be spent within the current financial year. If so, this may only give a couple of months for expenditure to occur.
  • Jenny Rathbone AM (Cardiff Central) noted the recently announced cuts in Cardiff Public Libraries of £22M, but that no library will close. Libraries will be open on 5 days per week including Saturdays, instead of 6 days. The importance of story times, rhyme time, language and play sessions in deprived areas was noted, especially given that books aren't a central feature in many homes in of the poorest families. But how will the money be targeted?
    • The Minister noted that the emphasis must not be on just preserving library services in very difficult financial times. The additional funding announced demonstrates the Welsh Government's desire to embark on an historic shift of who benefits from cultural organisations. We need to be pro-active in ensuring that no one is excluded.
Update

Welsh Government published the related news story on 7th February 2013 http://wales.gov.uk/newsroom/cultureandsport/2013/130207changingcultures/

Monday, 28 January 2013

Open access information - The Finch Report - urgent call for evidence


The CILIP Policy Department are exploring the feasibility of responding to the Business, Innovation and Skills Committee Inquiry into the implementation of the Finch Report on expanding access to research publications.

Urgent feedback from colleagues working in the Higher Education sector is sought on the implications of the Finch Report. Please submit your evidence before 5pm on 31st January 2013 to policy@cilip.org.uk or by submitting a comment on the CILIP Information & Advice Blog where further information is also available. The following text comes from the CILIP blog:

"CILIP supports, as a matter of principle, measures to improve people’s access to information. We acknowledge that the underpinnings for the economic model that has supported the publication of scholarly research for the past 350 years have gone.  However the gold model recommended by Finch and accepted by the government has many ramifications for libraries and has divided opinion amongst CILIP members.  [...]
Do you have evidence of what’s happening – or what you predict will happen –in relation to the above in your institution?  
Things to consider when collating evidence could include:
•    What impact is the transition to gold open access having on library budgets?  Are funds being diverted to pay for Article Payment Charges (APCs)?  Should libraries be involved in managing open access spending for APCs?  
•    Does the gold model disadvantage research-intensive universities?
•   What about humanities and social science research - this is often undertaken without any dedicated funding from external sources – what is the impact, if any, on these collections?
•   Will the preferred gold model end up costing more? There are huge cost implications if APCs rise, the UK remains ahead of the rest of the world, and fees for non-UK authors are not being met by their funders/institution
•   Is green open access a more viable route to expanding access to published research, or are repositories on their own ineffective?
Please help if you can!

Thursday, 13 December 2012

Survey of public library authorities

CILIP recently published its survey of Public Library Authorities in England, Wales and Northern Ireland.  A low response rate from Welsh authorities means that it isn’t possible to draw conclusions for Wales from the survey results. However, this provides a great opportunity to consider how Welsh Public Libraries might be faring.
On the 4th December 2012 CILIP published a survey report of public library authorities in England, Wales and Northern Ireland [1]. The survey’s key findings, based on responses from 53% of local authorities, were:
  • 60% have or expect to reduce staffing in 2012-13
  • Library opening hours are reducing by 1,720 hours per week.  Less than one in five of respondent authorities are increasing opening hours
  • 90% are not closing or do not expect to close any of their libraries in 2012-13
  • 50% are looking at or actively developing new models of governing and delivering library services
  • Nearly 75% have reduced revenue expenditure between 2011-12 and 2012-13
  • The reduction in revenue budgets from 2011-12 to 2012-13 is £22.5 million, a net cut in expenditure of 4.5%
The outcomes of this year’s survey therefore reinforce the trends identified in a previous survey [2], continuing to demonstrate reductions in opening hours, staffing and revenue expenditure. They also indicate changes in ways services are delivered including increasing numbers of community managed libraries and the co-location of libraries with other local services.

But does the Welsh experience mirror that identified in England and Northern Ireland? It’s a fascinating question, but one that would be unwise to answer from the results of this survey alone.

 It is regrettable that only six of the 22 Welsh unitary authorities responded to the latest CILIP survey (a response rate of 27%). Drawing conclusions and attempting to make generalisations from such a low sample return would be foolhardy. There were, however, some interesting indicators:

·    40% of Welsh responding authorities were reducing staffing, compared with 60% in the total survey.
·       Five of the six responding authorities in Wales had maintained service hours, with the remaining authority indicating a marginal increase in hours.
·   Five of the six Welsh responding authorities indicated that they were not implementing or considering library service point closures, broadly mirroring the overall survey results. One Welsh authority was possibly considering closing two service delivery points in 2012-13
·      Half of the responding Welsh authorities are looking at or actively developing alternative models of governance and service delivery, mirroring similar results in the survey as a whole.
·      Five of the six Welsh authorities responding to the survey reported revenue budget declines in 2012-13, but in four authorities these declines were less than 2.5%, markedly lower than the net cut indicated in the overall survey (4.5%).
·      Materials budgets increased in five out of the six responding Welsh authorities; increases ranging from 0.4% to 26%, although usually being less than 2.5%. When compared with the overall survey findings, 36% of authorities reported budget increases, whilst 54% reported decreased budgets, and 10% experienced no change.

There are, of course, other sources for public library evaluation in Wales, including: the UK-wide CIPFA annual library statistics; and the Welsh Public Library Annual Reports [3]. The latest CIPFA Statistics will be released in the New Year, but early published indicators [4] support the findings of the latest CILIP survey. I have yet to see an overview of findings from the Welsh Public Library Annual Reports published in October 2012, but this could only summarise the position in 2011-12, and would not provide indicators for current or anticipated status.

In the absence of solid evidence, how might the landscape of public libraries in Wales be characterised? Certainly a changing landscape, but perhaps the pace and direction of change differs from that experienced elsewhere in the UK?

·      Library use. In recent years, with increasing loan figures and visits, Welsh libraries have bucked the declining trend seen elsewhere in the UK. Although, in Wales, this trend may now be short-lived.
·      Revenue and Materials Budgets. In-built delays experienced through funding settlement mechanisms for the devolved nations probably means that Wales is generally a year behind England in experiencing public service budget cuts. This suggests that tougher times are still on the horizon. The context and challenges of having 22 relatively small unitary authorities in combination serving a total population of approximately 3 million also needs to be acknowledged.
·      A national strategy for Libraries. The Welsh Public Library Standards, as part of Libraries Inspire [5]– the national strategy for libraries – may have provided some leverage in maintaining the investment and commitment to Welsh Public Libraries.

However, there is also anecdotal evidence for shared experience with some aspects in England and Northern Ireland:

·      Staffing. Services are cutting posts, freezing vacancies or re-thinking their mix of staff.
·      Service point closure. Several authorities are considering closing service points, reviewing their services and removing mobile library stops.
·      Service Delivery Models. We are seeing shared-service delivery models, co-location and partnerships, with community managed services (however that may be interpreted) beginning to be suggested and discussed.

The state of libraries and the profession in Wales will continue to be monitored by CILIP Cymru Wales. Our liaison with key organisations, representative bodies and Welsh Government will also continue. We will welcome your feedback, thoughts and experiences in helping us chart future changes and developments. Please tell us what you think - contact wales@cilip.org.uk !
Stephen Gregory , Policy Officer (Wales) - Maternity Cover 



[1] A changing landscape: A survey of public library authorities in England, Wales and Northern Ireland
[2] The Eye of the Storm? – A Survey of public library authorities in England, Wales and Northern Ireland 2011-2012, CILIP, March 2012 www.cilip.org.uk/get-involved/policy/Documents/CILIP_Public_library_survey_2011-2012_Eye_of_the_storm.pdf