Posts by Michael Roy

 
 
 

LIS Quarterly Update: January 2012

Categories: Midd Blogosphere

Welcome to 2012! As part of my ongoing effort to keep LIS and the College community aware of and involved in the work of LIS, I’ve decided to start writing a quarterly report. The report will offer highlights from the last three months, and describe our upcoming priorities, longer-term issues we should begin to consider, and other institutional planning efforts with which we must connect. Given the constraints of our budget and staffing, it is clear that we need to understand our priorities, make hard choices, and focus our efforts on the areas and initiatives that will make the most difference.

Having written the report, it is evident to me that we have much to be proud of, much to keep us busy, and much to look forward to. We work in a rapidly evolving set of fields. We are integral to the day-to-day operation of the College. Our work is key to a future that is increasingly digital, networked, and global. Our challenge is to find ways to make this manageable and understandable for us and for the community we serve.

My intention is to provide updates in a similar fashion on a quarterly basis. I welcome feedback on what I can do to make this regular communication serve its intended goal, which is both to inform and to invite further dialogue. As always, my door is open!

Recently completed projects

We’ve completed several major projects this quarter. The list below is not meant to be comprehensive, but it will give you a good idea of what we’ve accomplished. For those interested in seeing a complete inventory of all recently completed projects, you can do that by looking at the project directory.

  • Banner Migration
    After months of planning and considerable last-minute work, we moved Banner to a hosted facility run by SunGard. We did this project in record time under very stressful conditions. This may well be the most impressive piece of work that I’ve had the pleasure to work on. (For the record: the party to celebrate this has been on hold awaiting Carol’s return!)
  • Nolij (imaging) for Admissions and International Student Services
    We also launched an imaging project with Admissions and International Student Services. In the case of Admissions, Nolij (the name of the product we are using) allows the admissions office to be entirely paperless, thereby completing a multi-year initiative to increase efficiency.
  • Portal
    Last week, we officially released a web portal that allows student, faculty, and staff to create customized views of a wide array of campus information. This information can be easily accessed and read on both mobile devices and computers.
  • Course Hub
    This Fall, we launched a new service for faculty and students called the course hub. It provides a place for faculty to share a simple syllabus for their course, and to link to online resources such as blogs, wikis, online reserves, or a course Moodle site. For students, it brings together in a single place all of the electronic resources for all of their courses.
  • Moodle
    As part of the launch of the course hub, we went live with an open source course management system called Moodle, which replaces Segue. Support for Moodle is being handled by the faculty liaisons, which is another change in how we support instructional technology.
  • Summon
    Summon is a new discovery tool that allows our patrons to search via one Google-like box not only the contents of our library catalog, but nearly all of the electronic databases, journals, and full-text offerings. This has been generally well-received, although there are some who still prefer the more precise searching afforded by the individual interfaces designed for each type of resource.
  • Network Upgrade
    We’ve ‘juniperized’ the last major building on campus (fittingly, Painter House, the home of our founder). We can declare victory on our campus network upgrade!
  • DVD project
    We reclassified, re-cased, and relocated our DVD collection from behind the circulation desk to the main floor of the library, where it is now available for browsing. In addition, we relaxed many of the restrictions on borrowing these materials, making them more widely available to the campus community.

 

Upcoming Projects/Decisions
In the first quarter of this year, we will focus our attention on a range of projects, issues, and decisions. If you have ideas or concerns about any of these, we will hold open meetings to explain our present thinking and provide you with the opportunity to make suggestions.

I’ve organized this section into two categories: the How and the What.

The How List
How we go about doing our work internally and with the rest of the community

  1. Policies
    To improve the security of our systems and the mechanisms we use to protect our data, we are proposing to the administration policies on network monitoring and security incident response. We are also establishing new internal policies for change management, server administration, and back-up/restore methodologies.
  2. Service Level Agreements
    We’re creating service level agreements that will make clear what services are offered, and what are expected and reasonable timelines for the delivery of any given service.
  3. Process Analysis for Help Desk
    With an eye to increasing efficiency, we’re taking a critical look at how requests for service are processed within the Service Request area. This analysis is the first step in a larger project, linked to the service level agreement project, to improve the efficiency of how we all work together in providing service to the community.
  4. Rethinking the Banner LEADS Program
    To streamline development and support for Banner in particular and administrative systems in general, we would like to improve the LEADS program by clarifying who is responsible for supporting various aspects of Banner, who provides training, and how requests for support and development are created and vetted.
  5. Team Realignment
    We are working with a consultant to analyze our existing teams, provide training to LIS staff new to teams, and to develop strategies for enhancing the efficacy of our teams.
  6. Improving Communications
    We will continue to experiment with new ways to improve communications, including our recently launched Friday morning open meetings. We will also create more opportunities for face to face, two-way dialogue and for input into our decision-making and prioritization processes.
  7. Management Training
    All LIS managers will participate in a five-day intensive management training that will occur over the course of February and March.

 

The WHAT List:
Projects currently underway that may have broad impact across the organization and across the campus (you can find a comprehensive list of all of our projects in the project directory).

  1. Classroom Project
    We are working with the Language Schools, Registrar’s Office, and Facilities Services  to develop a plan for adding more smart classrooms to support the growing needs of the Language Schools. In addition, we are reviewing how we can enhance our video recording and videoconferencing capabilities in our classrooms.
  2. Google Apps and MS365 Evaluation
    We are evaluating Google Apps for Higher Education and MS365 as possible replacements for our local Exchange email and calendaring service.
  3. Budget
    In addition to working on the FY12 budget, we are developing a five-year budget that projects costs to maintain our current technology and library materials investments.
  4. Improving Library Collections eBooks
    In light of our new purchase-on-demand eBook program, we are looking at ways to adopt this approach for printed materials, as well.
  5. Disaster Recovery
    We are putting the finishing touches on our disaster recovery plan. Once complete, we will turn our attention to testing it and keeping it current.
  6. Stats Lab in Library 140
    We’re finalizing plans for a 35 station stats computer lab in Library 140. This will expand the footprint of the room, forcing us to relocate two rows of book stacks.
  7. Further Rationalization of Printing/Copying
    We will continue to reduce the number of stand-alone printers and copiers and to provide appropriate printing and copying services.
  8. Data Classification Task Force
    As part of our ongoing efforts to ensure that our data is properly protected, we are appointing a data classification task force to inventory current practices across campus and make recommendations for how we can adequately protect our data.
  9. Video Workflow
    To increase the quality and visibility of video on our website, we have been analyzing and making improvements to the workflow associated with recording lectures and other events on campus.
  10. Sophos Anti-Virus
    We’re replacing our existing virus software with Sophos Endpoint Solution.
  1. Virtual Alumni College
    We are working with College Advancement to develop a small proof-of-concept project to understand what it takes to mount an online course for alumni. The pilot is John Elder teaching the poetry of Robert Frost.
  2. Hiring New Staff
    We will hire seven new staff members in the coming months. Advertising, recruiting, screening, and training these new positions will take up a great deal of time and energy.

 

Longer-Range Issues
While the lists above document what will keep us most busy in terms of rolling out new services, improving existing services, changing our internal processes, and making decisions, many in LIS would benefit from understanding what longer-range issues we will need to focus on in the near future. This list represents a mixture of more speculative activities that may or may not result in a new service, trends in our various industries that we ignore at our peril, or ongoing concerns that we will never be ‘finished’ with.  

  • Telephony
    Our phone switch will be obsolete in three years. How should we approach the future of voice communication on campus, and in relation to our many campuses spread across the globe? How does this relate to our planning for email and other types of communication platforms?
  • More Imaging Projects
    With the first wave of Nolij (see above) projects underway, we will need to develop a way to prioritize which offices will go next. Human Resources is a likely candidate, as is College Advancement.
  • Storage
    As more and more services move to the cloud and to mobile devices, how should we be thinking about file storage for collaboration and publication? With the explosive growth of video and other storage-hungry data applications, how do we project for growth? How do we think about our responsibilities for providing stable, secure, archival storage for things born digital?
  • Advising Portal
    With an increased interest in how academic advising functions, in what ways might we support these efforts through the use of online tools to allow for sharing of information between student and advisor?
  • Clusters as Pathway to Curriculum
    How might we use the web to help organize new ways of navigating and presenting the curriculum that is not currently an ‘official’ part of the curriculum, such as food studies, poverty studies, or global health?
  • Videoconferencing/Collaboration
    Given our ambitions to define what it means to be a global liberal arts college, how do we support the need to communicate and collaborate at a distance through video and the web?
  • Data Warehouse
    In order to make best use of the data stored in Banner to support data-driven decision making, we will want to decide whether we want to continue to provide reporting and analysis through traditional reporting means against banner. Alternatively, do we want invest in the construction of a data warehouse, as other schools have done?
  • Internet2
    A wide range of interesting services are now provided by Internet2. We want to determine if this offering makes sense for us, and if so, what the right path would be to access it.
  • Obe Group Press Project
    A number of librarians who are part of the Oberlin Group are studying whether or not we should form a liberal arts press to support new forms of scholarly communication on our campuses.
  • Scholar’s Lab/Digital Humanities
    We are making plans for what services our faculty and students may need in order to pursue scholarship in the emerging field of digital humanities and to support long-term archiving of born digital materials (see storage above).
  • Open Access
    We will want to facilitate a conversation on whether or not the faculty wish to adopt an open access policy for faculty publications, as other peer institutions have done.
  • Books on Demand
    We will explore how new models for offering print books in an on-demand model might factor into our overall goal of providing our patrons with what they need when they need it.
  • Information Literacy
    We have made great progress in developing standards for our incoming students and in working on pilots to define advanced information literacy goals for majors. That said, one of our core questions remains: what sorts of literacies — media, information, quantitative– do our undergraduates need in order to suceed both during their time at the College and after?
  • Death of Analog Video Formats
    The video industry has declared VHS and other analog formats as ‘formats non grata.’ We need to determine how to adjust our classrooms, and how to handle the conversion of valuable curricular resources before the clock runs out.

 

Linkage to Larger College-wide Goals and Objectives
What has been discussed thus far is very IT- and library-centric. From time to time, we all need to be reminded that we are here to support the ongoing mission of the College. To that end, I’ve listed below strategic conversations that are underway on campus. I challenge us all to think about what we do can do both to support and, at times, provide leadership as the College develops itself as the global liberal arts college. In subsequent editions of this report and LIS conversations, you can expect our planning to connect explicitly to the planning efforts embodied in:

  • Re-accreditation Projections
    In producing our self-study in support of the visit by the NEASC re-accreditation team, we gave ourselves an ambitious list of activities that we committed to pursuing in the coming years. In addition to LIS-specific projections, we have been looking at all of the projections and asking ourselves what (if anything) can we do to support the work that the College will be pursuing to improve itself.
  • Revised Strategic Plan
    In addition to the self-study projections, we still have our strategic plan on the books, with a handful of key items still on the ‘to do’ list.
  • College Council
    The College formed the College Council to identify those initiatives in our various undergraduate and graduate programs that can help realize the promise that our collective resources will allow us to provide an educational experience that each school can not provide on its own.

  • Innovation Task Forces
    This Spring, the newly formed task forces on curricular innovation will be hard at work identifying specific projects that could help the College stay on the cutting edge of pedagogy and scholarly communication.


For those of you who have made it all the way to the end of this, I hope you have found this to be a helpful way to remind ourselves of where we’ve been, where we are, and where we are going. I hope that future versions will be more concise.

 

Upcoming Team Workshops

Categories: Midd Blogosphere

In the upcoming months, we’ll have the consultant Fred Schmitt on campus doing some work with our teams. In advance of his arrival, I thought it useful to outline what we’ve asked Fred to help us with. We have two major objectives:

1. We want everyone in LIS who has not yet gone through ‘team training’ to spend half a day becoming familiar with the concepts, the roles, and the vocabulary of teams. This will be useful for those who are presently on teams but have not yet been trained. Since we imagine that at some point nearly everyone in LIS will be on a team, we think it useful to have everyone trained. Many who have gone through these workshops have reported that the principles apply equally well to traditional work within a workgroup.

2. We want to re-align the existing teams. We’ve been using teams as a way to accomplish important work that spans our workgroups and areas structure. Having this experience, we need to figure out how to answer questions that we now have about roles, responsibilities, and accountabilities; communication; balancing work in a team with work in a workgroup. We also want to re-confirm the charges for the teams.

You’ll soon be getting more information about this, and invitations to meetings. In advance, if you have specific questions or concerns that you would like to make sure we cover, please feel free to email me, and I will make sure that they are included in these workshops.

Terry Simpkins wrote up a handy FAQ that may help answer questions you may have about teams:

Q. When will the team training be?
A. Probably on Fridays during the management training weeks, but this is not set in stone yet.

Q. Will there be a team leader component?
A. Yes, there will be a discussion of the various roles (member, leader, sponsor, director group, workgroup manager) that are involved in the teams.

Q. Can teams revisit their membership when finished with their charge?
A.  This seems reasonable, and it feels like an appropriate time to look at team memberships.  However, teams are not limited to this, and should revisit membership whenever it is necessary, for any reason.

Q. Should we require anyone without team training to take it, even if not currently slated to be on a team?
A. Yes, that is the plan.

Q. Can we implement a system for rotating members off teams?
A. This issue definitely needs more thought and clarity.  Membership on a team was never intended to be a life sentence, and we certainly want team members to be enthusiastic about being on the team.  Whether or not we institute a (renewable) term length is an open question, but at any rate we should clarify this idea (that serving on a team can have an end date) so everyone is aware of it.

Q. Is team membership an implicit requirement for staff? Are certain staff members “exempt” from teams?
A. All staff should be considered as potential candidates for teams.  We try to match organizational needs with staff interests whenever possible, and we have to consider workloads as well, so staff involved with a particularly large project may be temporarily exempt from serving on a team.  But no one gets a permanent pass.

Q. Do all teams really last forever?  What’s that all about?
A. Teams are intended to address ongoing needs that can not be effectively handled by individual workgroups or areas.  Unlike, say, the intern program, they are not intended to simply deal with a short-term project need.  So the assumption is that most teams will be ongoing, until such time as the work changes, or the work becomes “routine-ized” to the extent that it is integrated (or there is a plan to integrate it, like the work of the digital archives team) into a workgroup’s duties.  However, the changing tech landscape, college priorities, etc. can all effect the team’s work and lifespan.

One interesting thing from our discussion about these issues was something Fred said.  Basically, it’s not the idea of the “team” itself that is important, but rather, the important thing is creating a culture of teamwork and “unmanaged harmony.” We might get to a point where collaboration is so second-nature to us that we no longer need teams.  That would probably be the ideal situation!  But I found it very interesting to hear this.

Paint It Black: Protesting SOPA & PIPA

Categories: Midd Blogosphere

If you go to the English version of Wikipedia this Wednesday, you’ll find that they have ‘gone dark’ in protest of proposed federal legislation that in the name of stopping on-line piracy would put in place a set of tools that many fear would result in, among other bad things, internet censorship. While we won’t be making our website go dark in solidarity, it seemed that the least we could do would be to provide visibility to this important protest of legislation that many of us find deeply troubling.

More readings on the topic can be found at http://www.diigo.com/list/michaelroy/sopa .

Heads Up: Portal to Launch Monday

Categories: Midd Blogosphere

When you come to work Monday morning, you’ll see a variety of electronic and print announcements that the portal that we’ve been working on over the past few months has gone live. You can preview it at http://portal.middlebury.edu . I wanted to give everyone who might be asked questions or for help a heads up that with all this publicity, there will likely be questions. You can send those questions to liswebapplications@middlebury.edu or via the web at http://m.middlebury.edu/feedback/ . Congratulations to the web services team in general and Matt LaFrance in particular for pulling this together!

the paper airplane on our blog

Categories: Midd Blogosphere

Am I the only one who sees a paper airplane that floats erratically to the floor of the atrium on our blog? Anyone know how it got there?

-m

The whole point is lost if you keep it a secret: Musings on the LIS Blog

Categories: Midd Blogosphere

There’s a great scene in Dr. Stangelove where the existence of the Russian’s doomsday machine is revealed, but at a moment when it is too late for its explosion to be stopped.

For those not familiar with the movie, the doomsday machine is a nuclear device that can destroy the entire planet in a single explosion, whose triggering is automated, and once triggered, can not be stopped. In this critical scene, Dr. Stangelove complains that the whole idea of having a doomsday machine only works if you tell someone that it exists. Having a secret doomsday device is not a very good strategy. As he points out, “the whole point is lost if you keep it a secret.”

I think about this insight often when I think about our efforts to communicate with our community, and with ourselves, about all of the services and resources that we make available. Without an effective way to allow people to know about what we provide for them, we risk spending lots of time and money on things that few will ever know about. Thinking about how we are going to communicate when we change something or add something should be integral to the process of changing or adding something.

One of the major ways we communicate what’s new and what’s changed is via the LIS Blog. In turn, some items from our blog find their way into MiddPoints, the LIS eNewsletter, and our Facebook and Twitter feeds.  On a monthly basis, a small group sifts through the LIS Blog to assemble the eNewsletter. Of late, we’ve found that despite all of the changes we’ve made to our services, there is no corresponding posting to point to. Over the years, we’ve tried various strategies for being systematic about always posting to the LIS Blog when there is something new or changed that we want our community to be aware of. We hope not to have to return to the days when we had to hound contributors. That was annoying for all involved. To that end, I turn the question over to you: what can we do across the organization to get into the habit of always posting to the LIS blog news about what’s new and what’s changed in order to avoid having to be heavy-handed about this?

A second question about the LIS Blog that I have is whether or not we should continue to run the blog as a public blog. WordPress, the software that powers the LIS Blog, is now able to easily cross-post items to other blogs (that’s how we get posts from the LIS Blog to MiddPoints).  I wonder if we ought to create an LIS-only Blog where we post and where we read, and then create a mechanism for selected posts to make their way to a public LIS Blog and to MiddPoints. The advantage of doing this is that I suspect we might be more apt to make comments, to try out ideas, and to share more insider information if we knew that only our colleagues in LIS would be able to read the posts and the comments. Am I alone in thinking that this might be a good idea? What other ways might we accomplish the goal of encouraging more contributions, more dialogue, and more communication within LIS? (If you don’t feel comfortable sharing your thoughts on the public LIS blog, send me an email!)

Notes from Manager and Team Leader’s Meeting: September 2011

Categories: Midd Blogosphere
Here are the notes from this month’s manager’s meeting:
  1. We reviewed and added to the ‘what’s new this fall’ document. (See http://sites.middlebury.edu/lis/2011/09/08/what%E2%80%99s-new-or-will-be-new-this-fall/ )
  2. We reviewed the process for goal setting. All workgroup and team leaders will post their goals to the LIS strategic planning site by October 1. In addition, they will update their FY11 goals with a final status update by October 1. This year, we will check in on the status of goals on a quarterly basis.
  3. Mike talked about the theme for the year: the 4 Ss. They are simple, secure, stable, and sustainable. While we gear up for a more ambitious campus-wide technology planning that will start in the next year, this year we want to focus our attention on making what we have simpler for our users, more secure, more stable, and sustainable. While this theme will inform our approach, it is worth noting that we will no doubt also take on new projects that arise naturally either from these themes, or from demands from our campus partners.
  4. Chris Norris gave a tutorial on the latest version of the project directory. The new directory is using a platform called Roadmap. We have agreed that going forward, all LIS projects will be listed in the project directory.