reading lists made easy! implementing leganto to improve reading list user experience at imperial...

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Library Service s Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London Andrew Preater Head of Library Information Systems IGeLU 2016 conference, 7 September 2016 @preate r @imperiallibrary

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Page 1: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

LibraryServices

Reading lists made easy!Implementing Leganto to improve reading list user experience at Imperial College LondonAndrew PreaterHead of Library Information SystemsIGeLU 2016 conference, 7 September 2016

@preater@imperiallibrary

Page 2: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

‘Esperanto rules!’ by Flickr user wackystuff, license CC BY-NC 2.0

Leganto by Ex Libris

Page 3: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Our context

Page 4: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

35%

55%

10%

Budget spend (%)

StaffResourcesMisc.

8%

91%

1%

Resources spend (%)

PrintElectronicInterlending

Context: budget

Sources: SCONUL statistics 2014-15 and Library Services internal reporting

Page 5: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

1. Where we were2. What we did and why3. What now & next?

Page 6: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

1. Where we were

Page 7: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Where we were…

Page 8: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Where we were…

Lacking documentation

Page 9: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Where we were…

Lacking documentationCumulative alterations to process

Page 10: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Where we were…

Lacking documentationCumulative alterations to processOne-off changes for individual departments

Page 11: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London
Page 12: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

2. What we did and why

Page 13: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Improving reading list workflow: “Lean” at Imperial

Imperial College Operational Excellence: www.imperial.ac.uk/operationalexcellence

Page 14: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Rapid Improvement Event

Dedicated time and space to think through

Page 15: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Continuous improvement focus

Page 16: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Rapid Improvement Event

Dedicated time and space to think throughRIE outputs = Leganto project inputs

Page 17: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Old workflow

Faculty Admin

Library Copyright

Team

Request book

chapter scan

Initial copyright

check

Ask admin to

scan

Scan book chapter

Request CLA cover

sheet

Check copyright

Authorise book scan

Maintain CLA

tracking

Receive cover sheet

Send cover &

scan

Learning Technologist

Upload chapter & link to VLE

Check book in

collection

Email scan &

template

Check book in

collection

Email VLE link

Add link to

databaseLibrarian

Page 18: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

“Pain points” in our old workflow

Faculty Admin

Library Copyright

Team

Request book

chapter scan

Initial copyright

check

Ask admin to

scan

Scan book chapter

Request CLA cover

sheet

Check copyright

Authorise book scan

Maintain CLA

tracking

Receive cover sheet

Send cover &

scan

Learning Technologist

Check book in

collection

Email scan &

template

Check book in

collection

Librarian

Friction around roles

Delays Potential to reject request (no alternative)

Duplication

Limited clear upfront advice

Rush purchases

No scanned chapter holdings in

library

Multiple cover sheet handoffs

Upload chapter & link to VLE

Email VLE link

Add link to

database

Delays

24 hr. delay

Technical issue

Page 19: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Strategies and tactics

Page 20: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Strategies and tactics

Start with a few departments / faculties

Page 21: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

62%

3%

34%

Staff FTE

67%

9%

23%

Student FTE

Engineering, Natural Sciences, & Misc. Business School

Faculty of Medicine

Page 22: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Strategies and tactics

Start with a few departments / facultiesSmarter list requesting

Page 23: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Smarter list requesting

10th August

21st August

4th September

2nd Octo

ber

2nd November

7th December

5th January

1st Fe

bruary

1st March

4th April

3rd May

1st June

End of year

0

200

400

600

800

1000

1200

Chart Title

2014-152015-16

Cum

ulat

ive

tota

l lis

ts re

ceiv

ed

Page 24: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Strategies and tactics

Start with a few departments / facultiesSmarter list requestingAlign with academics’ pedagogical concerns

Page 25: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Strategies and tactics

Page 26: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Improving copyright workflow

Page 27: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Copyright

A responsive and proactive service

Page 28: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

“Pain points” in our old workflow

Faculty Admin

Library Copyright

Team

Request book

chapter scan

Initial copyright

check

Ask admin to

scan

Scan book chapter

Request CLA cover

sheet

Check copyright

Authorise book scan

Maintain CLA

tracking

Receive cover sheet

Send cover &

scan

Learning Technologist

Check book in

collection

Email scan &

template

Check book in

collection

Librarian

Friction around roles

Delays Potential to reject request (no alternative)

Duplication

Limited clear upfront advice

Rush purchases

No scanned chapter holdings in

library

Multiple cover sheet handoffs

Upload chapter & link to VLE

Email VLE link

Add link to

database

Delays

24 hr. delay

Technical issue

Page 29: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

New workflow

Copyright

Librarian

Check permission

in CLA Licence

Request BL scan or make

a scanUpload to CLA

DCS Generate

link

Look for alternative solution or clear non-CLA licensed item

Add link to LegantoReading

List Team

Create reading list

No

Yes

Faculty Admin

Page 30: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Copyright

A responsive and proactive serviceImproved compliance

Page 31: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Copyright

A responsive and proactive serviceImproved complianceBetter quality, accessible scans

Page 32: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Examples of poorer scans

Page 33: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Improved, accessible scans

Page 34: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Getting the best from development partnership

Page 35: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Development partnership experience

Understand the methods and processes

Page 36: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Work with Ex Libris methods

Monthly release

Testing

Gap analysis & user stories

Development sprint

Ex Libris team

Library team

Page 37: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Development partnership experience

Understand the methods and processesDo internal marketing

Page 38: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Development partnership experience

Understand the methods and processesDo internal marketingFocus on information & knowledge management

Page 39: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Information and knowledge managementSalesforce (Ex Libris)

ServiceNow

Confluence

Basecamp

Sharepoint

Trello

Lync / Skype for Business

Legacy stuff: email, paper…

Page 40: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Front-end live demo

Leganto at Imperial!

Live public list: bitly.com/rp-igelu

Page 41: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

3. What we’re doing now

Page 42: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

What’s happening now?

Roll out to Engineering & Natural Sciences

Page 43: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

62%

3%

34%

Staff FTE

67%

9%

23%

Student FTE

Engineering, Natural Sciences, & Misc. Business School

Faculty of Medicine

Page 44: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

What’s happening now?

Roll out to Engineering & Natural Sciences

CLA Digital Content Store integration

Page 45: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

What’s happening now?

Roll out to Engineering & Natural Sciences

CLA Digital Content Store integration

E-textbooks

Page 46: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Removing workarounds & smoothing access…

Page 47: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Removing workarounds & smoothing access…

Page 48: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

What’s next?

Roll out to Engineering & Natural Sciences

CLA Digital Content Store integration

E-textbooks

Focus on continuous improvement

Page 49: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Focus on continuous improvement

Page 50: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Reflect and review

Page 51: Reading lists made easy! Implementing Leganto to improve reading list user experience at Imperial College London

Your questions and comments

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Five

@preater@imperiallibrary