Presented at the 2011 MAC-MLA Conference

1. Brave New World: Developing Staff Competencies Around Mobile+ Douglas J. Joubert, MS, MLIS; Alicia Livinski, MPH, MA; MaShana Davis, MSIS DIVISION OF LIBRARY SERVICESOFFICE OF RESEARCH SERVICESNATIONAL INSTITUTES OF HEALTHU.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES

2. Disclaimer Although the project I am describing is based on a project at the NIH Library, the views expressed in this paper are those of the authors and do not reflect the official policy or position of the NIH Library, the National Institutes of Health, or the Department of Health and Human Services.

3. Outline Strategy Team Process Planning Training Staff Performance Development How we did it Examples Assessment Lessons Learned Implementation

4. Planning

5. The seed was planted…planning Digital Libraries Conference at Tilburg University. Idea More staff using personal devices at the NIH. Environment “Establishing the library as the place to go for technology.” NIHL LT

6. The seed was planted…but In the Federal space BlackBerry is King. Devices 3 surveys revealed little use of mobile and Web 2.0 for “work.” Environment Our demographics. Staff

7. Planning…strategy

8. Planning…mobile objective from 2011 NIHL Strategic Plan Included building a competency among staff around mobile devices and applications and other emerging technologies.

9. Planning…the team and our mission The Emerging Technologies Team helps plan and assess the effective use of technology to support research at the NIH. Additionally, the group will identify, implement, and assess technologies for the library, including those that supportmobile computing, social media, andother technologies critical to science and medicine. 7 core members 13 adjunct members

10. Planning…targets Compile a list of available devices and their platform: Apple, Blackberry, Android. Identify and document issues related to authentication on mobile devices (iOS and Android). Planning for and supporting multiple devices. Sustaining the program. Partner with other techie folks on campus.

11. Planning…training Supporting staff development across platforms. What should be our training priorities. What training models have been successful and will they work at the NIHL? 23 Things. Brown-bags versus hands-on. Accommodating adult learners. Librarians, Informationist, support staff, and the business office.

12. Planning…mobile Deciding who gets what. Device negotiation with vendors. Contract negotiation with vendors. Figuring out what is allowed by HHS & NIH CIOs. Deciding how to train staff on using their mobile devices.

13. Planning…timeline Fall 2010 - 3 person COP became a team. Jan. 2011 – First meeting of ETT. Feb. 2011 – First brown-bag.

14. Development

15. Development…mobile IAB Branch Chief met with ETT to discuss device deployment. ETT met with all library staff outlining team objectives, mobile deployment, and staff training. IAB Branch Chief sent out survey asking staff about preferences for a mobile device.

16. Development…training Developed curriculum that included a variety of methods for educatingstaff, developed a staff technology challenge, and leading by example. Developed methods to evaluate staff competencies with their devices. We really wanted to build a community of learners that was focused on mobile, social media, and emerging technologies.

17. Developing…staff performance Supervisors reached out to ETT to assist in developing objectives for performance plans (PMAP’s). PMAPs needed to include activities focused on mobile and Web 2.0. PMAP Revisions

18. Implementation

19. How we did it Brown-bags for staff education. Meet and Greet sessions with the ETT. Mobile “show and tell.” Reference Assistant (RA) Tech Challenge. Informal Communities of Practice. ETT served as “ambassadors” for the technology.

20. Factors that influenced training Make it relevant to me! Proliferation of Mobile Use Ease and availability of cloud services Social Media and Mobile Use Focus on two factors: (1) the Level of learning, and (2) the resources required to implement

21. Staff brown bags

22. Mobile Examples RATECH

23. Mobile device deployment 18 BlackBerry Devices 44 14 Android Devices 12 iPads 14 staff never had a mobile device at work 3 did not have a personal cell phone

24. Our focus on mobile Pre-survey Distributed to all staff. Desire: gauge interest and experience. Two sessions: Orientation to mobile devices and applications. Mobile “Show & Tell.” One-hour sessions.

25. Mobile 101 brown-bag Overview of mobile computing, devices, apps Focus: Android, Apple, and BlackBerry. Briefly mentioned other devices (Windows, e-readers, tablets). Comparison of devices (OS, features/capabilities). Defined mobile application, compared to mobile-compliant Web site. App markets for Android, Apple, and BlackBerry.

26. Mobile “show & tell” Device-specific sessions. Formed user groups based on devices (iPads, Androids, BlackBerry). “Lunch & learn” sessions or monthly meetings Basics/setting up the device New applications. ETT responsible for providing training and support.

27. RATECH challenge Developed a four month training program for the paraprofessional staff. Blogs & Wikis. Online Mapping and Spatial Literacy. Photos and Images. Social Media and Networking. The program was designed to foster the development of technology skills, encourage collaboration, and promote lifelong learning habits. The program was also designed to map to the PMAPs of the 7 participants.

28. RATECH learning dimensions Adapted from Smith, M. K. (2002,) "Malcolm Knowles, informal adult education,…

29. P1 – First meeting and started developing PMAPs Feb 2011 P2 – Literature review and planning Mar – Apr 2011 P1 – Brainstorming and finalizing PMAPs May 2011 June 2011 RATECH timeline P2 – Developing content and networking P3 – Developing module goals, objectives, and milestones July 2011 M1 – Module Introduction and Getting to Know Google Aug 09, 2011 Aug 16, 2011 Aug 23, 2011 M2 – Introducing Blogs and Wiki’s Aug 16, 2011 M3 – Creating a Blog, Adding Images and Videos… M4 – Debriefing with RA’s, Journal Club, and Assessment Aug 29, 2011

30. RATECH format

31. Assessment

32. Evaluation Surveys (used Google Forms & Survey Monkey). App evaluation form. Device evaluation form. Survey on mobile device (perceptions about getting the device). Narrative summary if devices were returned. Narrative Reports (iPads only). Assessment built into the RATECH Challenge.

34. Reluctance of staff to complete evaluation forms & provide feedback (except when something didn’t work).

35. Difficult to come up with outcome measures – esp. those relevant to our type of library.

37. What did not work (or work as expected): [1] More guidance from senior library administration on why staff was being “pushed” into mobile. Long time to get the devices. How do we encourage the discovery of new services and applications. Just because you buy someone a device, you cannot expect them to be an engaged user. Evaluating staff competencies with their devices.

38. What did not work (or work as expected): [2] Deciding who got the iPads…since they were coveted devices. Not enough “worker bees.” Time to develop & conduct the trainings. Determine how to evaluate? What to evaluate? Staff attitude.

39. Lessons learned: [1] You need a dedicated team of “do-ers” who will take initiative and stay on timeline. Distribution of work: be prepared for a lot of hand-holding to get people up to speed. Ensuring that the entire team is aware of the plan and overarching goal(s), as well as their role. Jumping through government-specific TOS jargon/policies (iTunes, 3G, repurposing the BlackBerry devices).

40. Lessons learned: [2] Squeezing in time here and there to focus on this entire initiative does not work very well. Make what you are doing relevant. You cannot make people excited about something. Innovation is hard. Even if you have the support of leadership, implementing something new is not easy.

41. Lessons learned: [3] Just because you are invested in learning new and innovative things you cannot expect everyone to be super engaged. Planning and establishing goals at the outset are essential - it was difficult to evaluate if we had succeeded at what we were attempting to accomplish and to keep staff engaged. We had to become innovative in figuring out ways to encourage staff without explicitly providing instructions.

42. Contact information MaShana Davis = mashana.davis@gmail.com Alicia Livinski = alivinski76@gmail.com Doug Joubert = doujou.dc@gmail.com, @doujouDC, http://www.slideshare.net/doujou.DC