Library Committee Handbook

Executive Committee



Business Information Services Implementation Team Report and Recommendations

Business Information Services Implementation Team

Report and Recommendations

 

January 4, 2012

 

Membership

 

The Business Information Services Implementation Team was comprised of:

 

Becky Smith, Business and Economics Library (co-leader)

Scott Walter, Library Administration (co-leader and administrative liaison)

Susan Avery, Undergraduate Library

Karen Hogenboom, Reference, Research, and Scholarly Services (July – November 2011)

Carissa Phillips, Business and Economics Library

Zoe Revell, Business and Economics Library

Lisa Romero, Communications Library

Sarah Shreeves, Scholarly Commons (November – December 2011)

Yoo-Seong Song, Business and Economics Library

 

As part of its work, the Business Information Services (BIS) Implementation Team also consulted with other members of the Library faculty and staff, including Nancy O’Brien (Head, Social Sciences, Health, and Education Library), Jeff Schrader (Assistant Dean of Libraries for Facilities), Tom Teper (Associate University Librarian for Collections and Associate Dean of Libraries), and David Ward (Chair, Reference Services Committee).

 

Team Charge

 

The BIS Implementation Team was charged with proposing a new model for Library services supporting teaching, learning, and scholarship in business, economics, and related disciplines, and for articulating a plan for implementing this new model within the broader service frameworks provided by complementary Library units (e.g., Reference, Research, and Scholarly Services, Social Sciences, Health, and Education Library, Funk-ACES Library, Grainger Engineering Library) and service programs (e.g., Main/Undergraduate Library Reference Service Hub).

 

The major components of the BIS Team charge were to:

 

 

The complete text of the charge to the BIS Implementation Team is available at <http://www.library.illinois.edu/nsm/business/Business_Information_Charge__final.pdf>.

 

Vision

 

Business Information Services are provided both to academic programs in the College of Business, the School of Labor and Employment Relations, and the Department of Economics, and to faculty, staff, and students across the Urbana campus. These services will be provided both through “embedded librarian” service programs in the College of Business and the School of Labor and Employment Relations, but also as a component of the services offered through other Library units and through Library-wide information, instruction, and scholarly support services. Business Information Services librarians will continue to play a leading role in the design, delivery, and assessment of services and collections provided to all users of the University Library in support of teaching, learning, and scholarship in fields currently served by the Business and Economics Library, including accounting, economics, finance, human resource management, insurance, labor and industrial relations, marketing, and real estate. Business Information Services librarians will contribute to the design, delivery, and assessment of information, instruction, and scholarly services provided through Library-wide programs incorporated services and collections in these areas.

 

Background

 

In July 2010, the Executive Committee charged the Social and Applied Health Sciences (SAHS) Planning Team “to review Library service to the social and applied health sciences, and to identify opportunities to enhance support for these fields and for allied, applied fields of study.” The SAHS Planning Team included faculty and staff members from across the Library, as well as faculty members from the Department of Psychology, the Department of Political Science, the College of Education, the College of Applied Health Sciences, and the College of Business. Following extensive discussion of existing programs and opportunities for enhancement of services and collections in the social, behavioral, and health sciences, the SAHS Planning Team submitted its final report and recommendations in January 2011, which included a recommendation to integrate the service programs currently housed in the Applied Health Sciences Library, the Business and Economics Library, and the Education and Social Science Library. The full report of the SAHS Planning Team is available at <http://www.library.illinois.edu/nsm/social/sahs_planning/SAHS_NSM_Final_Report.pdf>.

 

The recommendations included in the SAHS Planning Team report were discussed by the Library’s Executive Committee and with campus stakeholders throughout the Spring 2011 semester, and the decision was made to pursue the recommended integration of the Applied Health Sciences Library and the Education and Social Science Library into what will be called the Social Sciences, Health, and Education Library, but to pursue an independent approach for the future of Business Information Services. As part of this new service model for Business Information Services, the decision was made to close the physical service point in the Main Library – the Business and Economics Library – and to design a service program that takes advantage of access to digital services and collections, that builds on the success of existing “embedded librarian” service programs in the School of Labor and Employment Relations and the College of Business, and that promotes the integration of faculty and staff expertise in business information services and of the management of collections in this field into complementary service points and service programs.

 

The Business Information Services Implementation Team was charged in July 2011 and met regularly through November 2011. The team consulted with Library faculty responsible for designing complementary programs also being pursued as part of the New Service Models program, e.g., the Social Sciences, Health, and Education Library Implementation Team, and the Reference Services Committee. To complete its work in a timely manner, the team split into two sub-groups: one focused on services (Avery, Hogenboom/Shreeves, Smith, and Song), and one focused on collections (Phillips, Revell, Romero, and Walter). The team submitted its final report in January 2012.

 

Recommendations

 

Recommendation 1: Service Scope

 

The new service model for business information services will focus on the provision of information, instructional, and scholarly services in the fields of accounting, economics, finance, human resource management, insurance, labor and industrial relations, marketing, and real estate. Library faculty will retain their responsibilities as subject specialists for the development and management of physical and digital collections in these fields, although the physical materials may be housed in discrete Library units, including the Main Stacks, the Social Sciences, Health and Education Library, the Undergraduate Library, and elsewhere. Library faculty in the areas identified above will collaborate with Library faculty in units housing physical collections acquired in support of these areas to make decisions regarding collection management.

 

The BIS Team was unable to come to consensus on a single, preferred approach to integrating support for the field of Economics into existing Library units and/or the Business Information Services program, and presents the following options for consideration by the Executive Committee:

 

Option A

 

The Economics service program is integrated into the service scope of the Social Sciences, Health, and Education Library, and the Economics Subject Specialist collaborates with colleagues in that unit to establish protocols for the management of relevant collections and the provision of information, instructional, and scholarly services. This option is similar to the approach taken recently with the field of Geography.

 

Option B

 

The Economics service program is integrated, generally, into the service programs of the Main Library, an approach that would allow the BIS librarians currently working with Economics services and collections to collaborate on these programs not only with the Social Sciences, Health, and Education Library, but also with other Main Library service programs, including the Scholarly Commons, the International and Area Studies Library, and the History, Philosophy, and Newspaper Library. This option has not previously been pursued as part of any NSM program, but represents a creative approach to integrating Business Information Services, including services to the field of Economics, across Library programs.

 

The BIS team recommends that other services currently associated with the Business and Economics Library be addressed as follows:

 

 

Decisions on the disposition of print materials, including serial titles, reference materials, and monographic materials, depend on the ability to acquire electronic access to resources now available only in print. The BIS Team recommends that the fund managers for the collections currently housed in the Business and Economics Library prepare a request for one-time and recurring funding necessary to allow for the transfer of print materials noted above following the conclusion of the collection reviews described above. This request should be provided to the Associate University Librarian for Collections for discussion with the Coordinator, New Service Models Program for discussion of short-term and long-term funding possibilities.

 

Recommendation 2: Service Name

 

Business information services and collections are highly interdisciplinary and highly specialized. With the closure of the Business and Economics Library as a focal point for information assistance in this field, it is critical for the Library to continue to provide clear guidance to users regarding how to access business information assistance and expertise. Following the model established in earlier New Service Models programs, the BIS Team recommends that a virtual service point focused on “Business Information Services” be established and that this virtual service point integrate resources currently made available through the Business and Economics Library Web site, the Labor and Employment Relations Digital Library, and related resources. The BIS Team recommends further that “Business Information Services” faculty form a “virtual organization” that will promote ongoing collaboration between current Business and Economics Library faculty, as well as provide the potential for participation by Library faculty in complementary areas, e.g., the Communications Library, the Social Sciences, Health, and Education Library, and Reference, Research, and Scholarly Services.

 

Recommendation 3: Service Profile

 

Library faculty currently provide information and instructional services through programs offered in the Business and Economics Library, through “embedded librarian” service programs housed in the School of Labor & Employment Relations and the College of Business, and through Library-wide programs, e.g., training in business information resources for faculty and staff providing reference service through the Main Library/Undergraduate Library Reference Service Hub. The Business Information Services program must promote the commitment to these core service areas, as well as opportunities for further integration of business information expertise into Library-wide service programs, including reference, instruction, and data services. The Business Information Services program must also promote ongoing support for a virtual service point (in the manner of the existing Labor and Employment Relations Digital Library <http://www.library.illinois.edu/ler/>), for distinctive information services such as Fast Answers <http://faq.library.upenn.edu/recordList?action=&library=illinois_business&institution=illinois>, and for online instructional resources such as the heavily-used “Business and Economics” subject guides <http://uiuc.libguides.com/cat.php?cid=2820>.

 

“Embedded Librarian” services will be a critical component of the Business Information Services profile, and will build on the existing programs currently being pursued by Carissa Phillips (Market Information Lab) and Yoo-Seong Song (School of Labor and Employment Relations). Work has already begun on a “Digital Research Library” to be housed in the College of Business (Wohlers Hall) that will provide a second site for embedded librarian services in the College of Business. The team recommends that resources relevant to the ongoing promotion of embedded librarian services in the College of Business and the School of Labor and Employment Relations be provided in the continued allocation of effort by Library faculty and in the review of annual requests for Graduate Assistants who may contribute both to embedded librarian service programs and to the ongoing development of digital resources, including information (Fast Answers) and instructional (subject guides) resources.

 

Integration of business information expertise into other Library service programs will also be critical to the success of the new model. Business Information Services faculty should contribute to the Main/Undergraduate Library Reference Services Hub, both in the provision of information assistance to users with complex business information needs, and in the provision of regular training to Library colleagues providing physical and digital reference service in units where business information services are requested or business-related questions are held. Business Information Services faculty should contribute to other Library-wide service programs, including instructional services (Savvy Researcher) and data services (social science data programs). A review of reference assessment data from across the Library should be conducted during 2012-13 in order to establish where requests for business information assistance are coming to the Library in order to inform the ongoing development of referral programs, training programs, and digital resources.

 

In addition to maintaining commitments to these existing programs, Business Information Services faculty may pursue new opportunities for collaboration as part of the BIS virtual organization and as part of broader Library service programs. Opportunities currently being pursued include greater collaboration with student service programs on the topic of Career Information, and greater collaboration with Library colleagues on the use of emerging technologies, including the use of mobile computing in business information services.

 

Recommendation 4: Service Staffing

 

With the closure of the Business and Economics Library, there are significant opportunities for the re-allocation of human resources to other Library units. The BIS Team recommends the following opportunities for consideration:

 

 

The BIS Team has proposed a “virtual organization” model for Business Information Services, and recommends that one of the Business Information Services faculty serve as “coordinator” for this specialized service program (following the model established by the Executive Committee in the establishment of positions such as the Scholarly Commons Coordinator and the Government Information Services Coordinator). The BIS Team recommends that the current Head of the Business and Economics Library be appointed to an initial term in this Coordinator role following the guidelines for appointment and review of Coordinator positions established by the Executive Committee. The appointment of the current Head to the proposed Coordinator role will ensure a smooth transition to the new service model and promote an informed approach to inevitable questions related to service programs, collection management, etc.

 

Recommendation 5: Service and Staff Space

 

As noted above, the new service model for Business Information Services will be a distributed one that encompasses a variety of physical and virtual spaces. The BIS Team recommends the following:

 

 

Assessment Plan

 

Business Information Services will undergo a substantial change in moving from a physical home to a virtual one. As such, the proposed assessment plan reflects the importance of establishing new connections with users and addressing their needs for resources and services through an online environment. In the absence of a physical library space, outreach to users (internal and external to the Library) will be crucial to ensure full utilization of business and economics resources and the subject specialists who support them. These elements too are reflected in the proposed assessment plan.

 

Desired Outcome

Criteria/Indicators

Assessment/Data Source

Users will actively engage with business information resources and subject specialists through an enhanced virtual information services portal.

  • Views of the website
  • Views of Business subject guides
  • Views of Fast Answers entries
  • Percentage of ebooks viewed (for ebooks purchased through crcp) and view counts per title
  • Frequency and nature of emails generated through a form or address on the website
  • Frequency and nature of chat interactions initiated through the website

 

  • Statistics for the website, Libguides, Fast Answers, and ebooks.
  • Counts and analysis of emails
  • Counts and analysis of chat interactions

Accuracy in addressing business-related questions and appropriateness of referrals to subject specialists will improve across the Library.

  • Number of cross-training opportunities for business subject specialists with other librarians.
  • Proportion of referrals to business subject specialists for in-depth user assistance (for example, 15 minutes or more and/or READ Scale 3-6) versus all referrals made to business  subject specialists.
  • Instruction statistics database
  • Counts of contact hours between business subject specialists and other librarians or graduate assistants (e.g., during reference shifts)
  • Desktracker statistics and comment fields

Instruction in the use of business resources will reach larger audiences across multiple disciplines.

  • Number of instruction sessions conducted to entities in the School of Labor and Employment Relations and the College of Business.
  • Number of business resource training sessions/workshops offered for users outside of those disciplines (e.g., through the Savvy Researcher series and/or in conjunction with Data Services)
  • Number of new sessions created and offered each year
  • Number of departments represented in audiences
  • Instruction statistics database
  • Polls of workshop attendees (or analysis of data collected from workshop registration forms)

 


 

Timeline

 

January – May 2012                         Business and Economics Library faculty complete review of print periodicals and reference materials and collaborate with faculty in other units to identify new locations for these materials after BEL closure.

January – May 2012                         Business and Economics Library faculty select approximately 6,000 items to be transferred from the Main Stacks to Oak Street. Once transfers to Oak Street are complete, the transfer of an equal number of circulating collection materials currently housed in the Business and Economics Library can begin into the Main Stacks.

April 16, 2012                                     Business and Economics Library is removed as a pick-up location in Voyager.

May 14, 2012                                      Business and Economics Library Closes to the Public.

May 14, 2012                                      Business and Economics Library is removed as a circulation service point in Voyager.

May 16 – June 10, 2012                  All print reserves not duplicated elsewhere in the Library currently housed in the Business and Economics Library are transferred to Main Stacks

May 16 – August 3, 2012                All print periodicals and reference materials not duplicated elsewhere in the Library currently housed in the Business and Economics Library are transferred to new locations (per Spring 2012 consultations)

 

Appendices

 

Appendix I: Business Information Services Planning Grid

 

Service

Currently available in BEL

Currently in Library

Continue in new program/
NSM

New/
expanded
opportunity

Contingencies and Opportunities

Collection development: Business and economics

X

 

X

 

Funding should continue to follow the librarian(s) currently responsible.

Collection development:

Labor & Employment

X

 

X

 

Funding should continue to follow the librarian(s) currently responsible.

Collection management

X

X

 

 

Management of physical collection, contingent on new locations.

Circulation

X

X

 

 

Continued in other locations.

Reserves

X

X

 

 

Reserves will be dispersed to other locations, contingent on availability, to be determined by the BEL Head

Walk-in reference

X

X

 

 

Walk-in services (READ 3-4) will be provided at the Main and Undergraduate Library reference desks. Training will be provided to reference staff by current BEL librarians. (Currently share GAs with RRSS and UGL.)

Guidelines for referral of READ 5-6 will be established by current BEL librarians.

Chat reference

X

X

 

 

Currently offered as a limited service by BEL GAs. Continuation of some coverage of chat hours by business information services personnel needs to be discussed further and is contingent on hiring of GAs to support the service.

E-mail reference

X

X

X

 

Currently provided by BEL GAs, librarians, and circulation supervisor.

Research consultations

X

X

X

 

Private and group project consultations (READ 5-6) to be expanded by librarians, contingent on availability of appropriate office space.

Video Reference

 

 

 

X

Video reference via iPads.

Web page

X

X

X

 

Significant revisions should be made to reflect the unit’s physical changes.

Fast Answers database

X

 

X

 

Support, growth, and expansion are anticipated with adequate GA hours.

Libguides

X

X

X

 

Growth of Libguides contingent on GA availability.

Library instruction

X

X

X

 

Continue to expand and grow existing library instruction program. Embedded librarians provide addition opportunities to interact with faculty.

Workshops

X

X

X

 

Expansion is anticipated. Opportunities for further collaboration with Savvy Researcher and business faculty.

Entrepreneurship research services

X

X

 

X

Expansion of service throughout campus (engineering, life sciences, etc.)

Mobile application services

 

X

 

X

Mobile application development led by BEL faculty member.

Data Services

 

X

 

X

In collaboration with Scholarly Commons, ATLAS

Financial data services

X

 

 

X

In collaboration with College of Business

Citation analysis

 

X

 

X

 

Career Services workshops and coaching

 

X

 

X

In collaboration with Business Career Services and campus Career Services

Financial Literacy

 

 

 

X

Not restricted to but includes College of Business, ACES, and Champaign Public Library

Research Park

X

 

X

 

Workshops on appropriate use of business and library databases.

Data Management/

Data Curation

 

 

 

X

In collaboration with Scholarly Commons

 

Currently available in BEL: Existing service provided by BEL.

Currently in Library: Existing service currently supported within a library unit.

Continue service in new unit: Aspects of the service will continue to be provided by business information services personnel.

New Business Service: a new service, specific to Business and Economics Library’s clientele, that would be desirable to the unit’s clientele.

Service contingencies and opportunities: Notes on how a service would change or differ in the new unit and any contingencies that must be taken into consideration.

 

 

Appendix 2:

 

As of November 13, 2011, monographs in the BEL Stacks had the following status:

 

 

As of November 13, 2011, the circulation profile of materials housed in BEL was as follows:

 

Notes:

(1) “Number of Copies” (NOT copy number) per report run by Michael Norman, November 13, 2011

(2) “Total Circ Charges” per report run by Michael Norman, November 13, 2011