Project Manager, Digital Library Research
&
Development
The Library,
University of California, Berkeley.
The creation, management, and support of virtual libraries require at all stages skillful and knowledgeable support of library staff. However, the knowledge and skills required of virtual library staff have only recently become part of library school curricula, and in many cases are still absent. Virtual library staff may need to know what SGML, HTML, URL, and many other acronyms mean, and may also need sophisticated knowledge of these and other areas. In addition to this new knowledge that is required, it is also ofte n necessary to merge virtual library services with existing print-based services to provide a cohesive information service for a particular clientele.
Accomplishing this goal usuall requires a major retraining effort to provide library staff with the skills, knowledge, and experience they need to create, support, and manage virtual libraries. This training effort can take a number of forms and should be accompanied by an ongoing support program as well.
The importance of staff training in the creation of virtual libraries cannot be overemphasized. Adequate staff training requires a firm commitment from library administration. Although a financial commitment is important, what is essential is allowing and encouraging staff to take the time to learn and utilize new methods. Staff is a library's single most expensive resource and should be treated that way. Any investment made in retooling staff skills to meet the challenges and opportunities of the electronic age will be repaid many times o ver in better service to clientele and a vital and engaged workforce.
Instruction and training are the cornerstone of any effort to retool library staff to meet the challenges and opportunities of electronic-based information. Training can take many forms, and each library should use the mix of training strategies that best meets their needs. Among the methods of delivering instruction are:
Cr eating an in-house program is both the best and most difficult way to train staff. Typically, the staff assigned to conduct the training program must first obtain the knowledge and experience needed to teach the topic before a course can be offered. This can take some time to accomplish and will therefore postpone the entire program.
A common pitfall of internal instructional programs is to select individuals to do the training who already have the knowledge, regardless of their teaching ability. If a poor choice is made, this expedient solution can exact a price over time that can range from staff dissatisfaction with the training (at best) to a training program that actually repels staff from learning the topic. If one were to err on one side o r the other, clearly it would be better to select an individual capable of distilling a topic to its essentials and presenting it clearly and understandably over someone who knows the topic. A capable trainer can learn a topic more easily than an indi vidual who knows the topic can learn to be a capable trainer.
If the development of an in-house training program is too expensive or daunting, there are many training vendors that can offer instruction in using computers to library staff. Even if an in-house training program is utilized, it may still be beneficial to employ an outside training vendor to provide specific classes.
A contract for a specific set of courses can be negotiated, or train ing can be purchased as required in either group classes or for individual attendance at an off-site location.
Many commercial training organizations offer classes that are appropriate for virtual librar y staff. One of the drawbacks of such outside training, however, is that it tends to be aimed at business users rather than libraries, and therefore may reflect a bias toward particular types of information or activities.
In general, self-paced instruction will be your last resort. The method of delivery of this kind of instruction is most often videotapes, audiotapes, workbooks, and the like. It demands a high degree of individual fortitude and tenacity. On the other hand, it offers learning opportunities at the individual's discretion, rather than being tied to a particular day and time for a class. Some individuals may find this kind of training opportunity preferable, as they can then learn at their own pace and convenience.
Documentation can consist of a wide variety of instructional documents, manuals, and handouts. Of the varieties of documentation, manuals are probably the least used for instruction. Manuals are typically better used as reference documents rather than as tutorials, although many strive to fulfill the latter function. Better for learning are short, succinct, and easy-to-understand handouts provided in conjunction with classroom instruction. The best handouts will also stand on their own, independent of a live demonstration or explanation. Of this type of document, a few of the most common types are discussed below.
Command summaries are brief listings of the commands required in a particular environment and are essential aids to modern computing (especially when users are working in several environments). They are often called "cheat sheets" because they allow users to "cheat" by looking at them to jog their memory about a particular command.
Procedure documents describe the steps required to accomplish a particular task. These documents are best written to apply to a specific environment in which the students are likely to find themselves and written in a very specific, step-by-step fashion. A general discussion at the beginning or alongside the instructions will serve to give the reader an understanding of the major steps and what the procedure will do or why it is necessary. [Example: "How to Print a Postscript File"]
Overview documents are usually designed to answer the basic who, what, when, where, why questions someone may have about a particular virtual library technology, such as the World Wide Web. These kinds of documents are useful in giving students a quick overview of a topic that can then be filled in with details in a classroom situation or with other, more specific handouts. They can also serve to reiterate, reinforce, or add to what may be covered in lecture or demonstration.
Once one is trained, it becomes essential to keep abreast of changes in technologies and methods of accessing and delivering electronic information. Staying up to date with the latest information is difficult and time consuming. Therefore, any strategies that make it easier to stay informed can be vital. Some of the most common methods of maintaining current awareness are included below.
Newsletters tend to be more effective for current awareness than professional journals, as they can be much more timely. Newsletters' relatively short production schedules, lack of peer review, and frequently more informal style allow them to cover the latest information on virtual library technologies. [Example: PACS News at http://info.lib.uh.edu/pacsnews.html]
Selected bibliographies of current literature can provide an excellent filtering function, in that they will highlight only those items that best cover the subject area of the bibliography. If the citations are annotated, bibliographies may for some purposes even provide an adequate substitute for the article itself. [Example: Current Cites at http://sunsite.berkeley.edu/CurrentCites/]
Although journ als published by professional organizations can be very helpful in learning new technologies and discovering what others are doing to advance the virtual library, they do not tend to be as current as other publishing media due to their long time-lines for manuscript submission, review, and publishing. However, electronic journals often successfully shorten this time frame by removing the constraints imposed by paper publication and distribution. [Example: PACS Review at http://info.lib.uh.edu/pacsrev.html.
For simple currency of information, it would be difficult to beat electronic discussions. From these often informal discussions, it is possible to discover the very latest virtual library advances from those working on the projects, should they share their trials and tribulations on such a forum. [Example: Web4Lib at http://sunsite.berkeley.edu/Web4Lib]
Professional conferences and trade shows (e.g., INTEROP, COMDEX, and Seybold) can be an important way to keep current. Pro gram speakers are likely to highlight some of the latest technologies and most impressive developments in information technology. The trade shows in particular are likely to demonstrate technologies that are just being released. [Example: Interop at http://www.interop.com/]
The amount of information relating to electronic information technology is truly staggering. Keeping up with that which is vital whil e not wasting time on that which is not is essential for modern information professionals. Although most of us have our own methods of accomplishing this, technical solutions exist that try to address this problem.
Some library systems are now implementing features that allow users to save a search and have it run against a database of items added to the system on a regular basis, with the results of the search sent by electronic mail in whatever format they specify. This kind of SDI service is currently enjoyed by the faculty, staff, and students of the University of California through the MELVYL system. [Example: MELVYL at telnet://melvyl.ucop. edu; enter "e update" when you get to the welcome screen]
One of the major conduits of information for many librarians is electronic mail -- particularly from electronic discussions. Depending upon one's e-mail enviro nment, there is often a method for filtering the e-mail. Filtering can consist of parceling out messages into preset folders for each type of mail, or perhaps even holding up each message against instructions that specify messages of certain types (such a s the perennial and incredibly annoying misdirected subscription/unsubscription messages) to be deleted unread. Library staff are increasingly clamoring for this kind of electronic assistance to allow them to spend more time reviewing the information they need to do their jobs.
Besides accomplishing what is possible today, one must also remain aware of what may be possible in the future. Technologies on the horizon today may be essential c omponents of the virtual library tomorrow. Consciousness-raising techniques can be employed to increase library staff awareness of new options that might encourage them to think of new library services or new ways to accomplish existing ones.
Bringing in someone from outside the library to speak about a particular technology can be a good way to expand staff awareness of what is possible.
Seeing is believing, and seeing somethi ng demonstrated that you didn't know could be done is much more effective than hearing it described. Demonstrations can be staged by in-house staff who are knowledgeable about a particular application, but if local experience is lacking, it usually is not too difficult to bring in vendors or others who have experience with an application to demonstrate it.
Virtual libraries cannot be built without the able assistance of professionals in other fi elds, such as computing and telecommunications. To help gain additional perspectives, library staff may wish to use some of the following methods to "cross-pollinate."
Attending appropriate conferences outside of the library profession can broaden one's perspective and offer opportunities for establishing new sources of information.
Some large institutions tend to become fragmented, with one arm of the organization being almost entirely ignorant of related developments in another arm. The opportunity to serve on a committee with staff from other areas of the organization can provide an excellent opportunity to both share your experience and learn from that of others, often relating to the same problems. These experiences can also serve to foster better and closer relations between divisions and possible future cooperation in areas of mutual interest.
Mentorship can be an important and yet often overlooked form of training for virtual librarians. A mentorship arrangement, either formal or informal, can pair an experience librarian with a new hire or someone with less experience with virtual library technologies in an ar rangement that can be productive for all involved. Formal mentorship arrangements can be brokered with local professional organizations or library administration, while informal arrangements can be made by any two or more interested library staff.
Virtual library staff cannot be expected to be self-supporting, no matter how much they know. Staff will require support in areas that are not and should not be a part of their responsibilities. At some institutions, a ce rtain staff member may become the ad hoc support person, by virtue of their interest or knowledge. This kind of informal arrangement can be debilitating to the staff member assigned to it (unless it becomes a part of their responsibilities through mutual agreement and they receive formal recognition of the role) and dangerous to the institution that relies on it. Support is much too important to rely upon casual arrangements.
An internal program for system s support can provide the highest level of responsiveness and provide service tailored to your specific needs. However, it may be too costly or difficult to create and manage. Typically, larger institutions can justify an internal support program, while s maller ones may end up relying on informal arrangements for staff support. If an individual or small group of individuals emerge as the default support staff, whether through experience or desire, library administration should formally recognize the role in revised position descriptions and adequate compensation and recognition.
Many organizations do not have internal staff providing support for systems-related problems. In some cases staff may be "on their own " in solving the problem, or an outside support vendor may be required to, for example, fix broken hardware and perform on-site troubleshooting.
The goal of virtual library staff training and support should be creation of a staff capable of creating, maintaining, and expanding virtual libraries; capable of constant learning or "retooling"; and most importantly, capable of imaginative innovation, without which today's cutting-edge virtual library will be tomorro w's actual disaster.