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Radical Transformation in
Traditional Organizations;
or,
Power Leveling and Avoiding “The
Wipe”
Jeffrey Trzeciak
University Librarian
McMaster University
My Introduction
• Relatively new to McMaster
• 20+ years experience
• Public/academic libraries
• Grant initiatives involving
archives, museums and others
• Systems background
• Last position: Wayne State
University, Detroit
Member: Gamer Generation
• Level 70
• Tauren (Horde Faction)
• Hunter Class
• Currently Level 70 and
enjoying the Burning
Crusade
• Born: 20-Sep-2006
– Jeffrey Temin
July 2006
• University Librarian at
McMaster University
– Top 100 Universities
worldwide
– Canada’s most research
intensive
– Recognized as “Canada’s
most innovative”
– Problem-based learning
Notable alumni
Dave Thomas Martin Short Eugene Levy Ivan Reitman
Why did I choose to come to Canada?
McMaster University Library Context
McMaster University Library
Challenges
• Library in state of decline
– 1991: Ranked 86th among
Association of Resarch
Libraries
– 2006: Ranked 109th
Significant Challenges
• Lowest funded research library in Canada
• Lowest # of librarians in ARL
• Lowest #FTE in ARL
• Unionized environment
• Length of service
• App. 40% staff in “back office”
• 10-15% of staff on LTD
• Biggest challenge: campus perception
McMaster: Organization in transition
• 8 weeks after I started: Provost stepped
down
• University: “discovered” $20m structural
deficit
• Freeze vacancies
• Across the board cuts
• Significant changes at VP and Dean levels
In spite of the challenges…
• Acquisitions
– Nearly $700,000 base budget increase
– $600,000 one-time funding
– Increased funding from indirect costs
18 Months later...
In spite of challenges…
• Created 7 new librarian positions
– Gaming Librarian
– Marketing/Communications/Outreach
– Teaching and Learning
– Digital strategist
– Digital technologist
– E-resources
– Archivist/Librarian
• Two new positions on the way
– Data/GIS Librarian
– Scholarly Communications Librarian
• Inherited Classroom Audio Visual Services
– Staff of 10
– Budget of $1m
– Responsible for all classroom technologies
• Opportunity to integrate instructional
technologies, academic resources, and
support services
In spite of challenges
Campus Leadership
• Lead, $6m Innovative Learning campaign
item
• Co-chair, Task Force on Teaching and
Learning
• Chair, Burlington campus learning space
design committee
• iSci, honours research science
Campus News
Local News
National News
(CBC, G&M)
National Television (Canada AM)
Last December:
PR hat trick
University Affairs The SpecG&M
Recipient:
2008 ACRL
Excellence in
Academic Libraries
Award
How did we get here?
“The Change Agent’s Handbook”
The
Change
Agent’s
HandbookA Survival Guidefor Quality Improvement
Champions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor Quality Improvement
Champions
David W. Hutton
1. Clarify the mission, vision, and
reasons for change
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
A new message, bold vision, get attention
Do not fear to be
eccentric in
opinion, for
every opinion
now accepted
was once
eccentric.
Problem: Institutional Perception
2006: Banner Year
Educational uses: Horizon Report
• “reason students
log on”
• “may represent a
key way to
increase student
access to and
participation in
course activities”
New Vision
McMaster University Library will be
recognized as Canada's most innovative,
user-centred, academic library.
Captured attention of the President
• Board of Governors
• First presentation by
a University
Librarian to the
Board
2. Establish the roles, responsibilities,
and structure to support change
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
Transformation Team
Transforming our organization
• Stopped doing what we didn’t need to do
• Eliminated copy cataloging as a function
– 8 voluntary separation packages;
– 6 months pay
– $300,000 salary savings
• 9 new positions created
– 7 new librarians
• New positions=new functions
Reassignments
• Metatadata librarian
• User Experience Librarian
• Director of Liaison Program
• Director of Assessment
• Development officer
• Clerical support:
– Digitization
– maps
– e-reserves
– tiered reference
Seven new librarians in one year
• Digital Strategies Librarian (Nick Ruest)
• Digital Technologies Librarian (John Fink)
• Teaching and Learning Librarian (Karen Nicholson)
• Marketing, Outreach, Communications Librarian
(Catherine Baird)
• Immersive Learning/Gaming Librarian (Shawn
McCann)
• E-Resources Librarian (Janice Adlington)
• Archivist Librarian (Rick Stapleton)
3. Develop the required leadership team
capability
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
Informed ourselves: guest speakers
• Faculty: Dr. Brian Detlor (Business), Dr. Claude
Eilers (Classics) and Dr. Geoffrey Rockewell
(Multimedia)
• Mike Ridley (Guelph)
• Perry Willett (UofM)
• Alane Wilson (OCLC)
• Michael Stephens (tametheweb)
• Joan Lippincott (CNI),
• John Shank (blendedlibrarian.org)
Retraining: Learning 2.0 @ Mac
http://macetg.wordpress.com/about-learning-20-mac/
4. Determine the key strategies for
achieving the change
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
Transformation: Four themes
• Transforming ourselves
• Transforming our resources
• Transforming our services
• Transforming our facilities
Needed to capture the attention of the campus
community.
5. Develop implementation plans
Implement and monitor progress
*innovative, user-centered
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
First in Canada: Endeca
First academic library as “Amazon Associate”
First in Canada: Digital Commons
First to provide reference service in
Second Life
“Availability of the infrastructure
is not enough - we need the
people who connect resources
to problems. That's what
librarians can do - they can help
instructors think about how they
can use the different resources
and they can help us implement
meaningful pedagogical
activities using the information
resources and infrastructure at
hand. This is really not that
different from having lots of
books on the shelves - we still
need librarians to help us use
those resources imaginatively. “
First in Canada: Kirtas and Lulu
Drupal: Peace and War
• Open source content
management
• Open content
• Digitize materials from 20th
century peace and ward
• July launch:
– 600 WWI maps
– 600 WWI aerial photos
– 600 WWII posters
– 120,000+ Russell letters
– Much, much more
First ARL to go Evergreen ?
• “Conifer”
• Open source
ILS
• Partnership
with Windsor
and Laurentian
Our Facilities Learning Commons @ Mills and Thode
-Grid computing
-Visualization
-RFID
-Augmented reality?
6. Determine causes of
under- and over-performance
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
7. Assess the current situation
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
Assessment
• LibQUAL
• SAILS
• Still a work “in progress”
• Annual reviews
– UPC
– Budget
• This year: Thode Science and Engineering
Library staffing model review
• Staff vacancies: no “status quo”
• Assessment plan: this year
8. Celebrate, reflect, document
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
ACRL Award
• Recipient 2008 ACRL Excellence in
Academic Libraries Award
• Sponsored by Blackwell Book
Services
• Previous recipients include:
• Cornell
• Virginia
• Arizona
• Georgia Institute of Technology
• Others
Last but not least…..
9. Apply learning
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
The
Change
Agent’s
HandbookA Survival Guidefor QualityImprovementChampions
David W. Hutton
My own lesson:
Do not fear to be
eccentric in
opinion, for
every opinion
now accepted
was once
eccentric.
Note of caution
Tell all the Truth but tell it slant---
Success in Circuit lies
Too bright for our infirm Delight
The Truth's superb surprise
As Lightening to the Children eased
With explanation kind
The Truth must dazzle gradually
Or every man be blind---
Emily Dickinson
Questions?
Jeffrey Trzeciak
University Librarian
McMaster University
Mills Memorial Library
905-525-9140
trzecia@mcmaster.ca

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Radical Transformation in Traditional Organizations

  • 1. Radical Transformation in Traditional Organizations; or, Power Leveling and Avoiding “The Wipe” Jeffrey Trzeciak University Librarian McMaster University
  • 2. My Introduction • Relatively new to McMaster • 20+ years experience • Public/academic libraries • Grant initiatives involving archives, museums and others • Systems background • Last position: Wayne State University, Detroit
  • 3. Member: Gamer Generation • Level 70 • Tauren (Horde Faction) • Hunter Class • Currently Level 70 and enjoying the Burning Crusade • Born: 20-Sep-2006 – Jeffrey Temin
  • 4. July 2006 • University Librarian at McMaster University – Top 100 Universities worldwide – Canada’s most research intensive – Recognized as “Canada’s most innovative” – Problem-based learning
  • 5. Notable alumni Dave Thomas Martin Short Eugene Levy Ivan Reitman
  • 6.
  • 7. Why did I choose to come to Canada?
  • 9. McMaster University Library Challenges • Library in state of decline – 1991: Ranked 86th among Association of Resarch Libraries – 2006: Ranked 109th
  • 10. Significant Challenges • Lowest funded research library in Canada • Lowest # of librarians in ARL • Lowest #FTE in ARL • Unionized environment • Length of service • App. 40% staff in “back office” • 10-15% of staff on LTD • Biggest challenge: campus perception
  • 11. McMaster: Organization in transition • 8 weeks after I started: Provost stepped down • University: “discovered” $20m structural deficit • Freeze vacancies • Across the board cuts • Significant changes at VP and Dean levels
  • 12. In spite of the challenges… • Acquisitions – Nearly $700,000 base budget increase – $600,000 one-time funding – Increased funding from indirect costs
  • 14. In spite of challenges… • Created 7 new librarian positions – Gaming Librarian – Marketing/Communications/Outreach – Teaching and Learning – Digital strategist – Digital technologist – E-resources – Archivist/Librarian • Two new positions on the way – Data/GIS Librarian – Scholarly Communications Librarian
  • 15. • Inherited Classroom Audio Visual Services – Staff of 10 – Budget of $1m – Responsible for all classroom technologies • Opportunity to integrate instructional technologies, academic resources, and support services In spite of challenges
  • 16. Campus Leadership • Lead, $6m Innovative Learning campaign item • Co-chair, Task Force on Teaching and Learning • Chair, Burlington campus learning space design committee • iSci, honours research science
  • 21. Last December: PR hat trick University Affairs The SpecG&M
  • 23. How did we get here?
  • 24. “The Change Agent’s Handbook” The Change Agent’s HandbookA Survival Guidefor Quality Improvement Champions David W. Hutton The Change Agent’s HandbookA Survival Guidefor Quality Improvement Champions David W. Hutton
  • 25. 1. Clarify the mission, vision, and reasons for change The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 26. A new message, bold vision, get attention Do not fear to be eccentric in opinion, for every opinion now accepted was once eccentric.
  • 29. Educational uses: Horizon Report • “reason students log on” • “may represent a key way to increase student access to and participation in course activities”
  • 30. New Vision McMaster University Library will be recognized as Canada's most innovative, user-centred, academic library.
  • 31. Captured attention of the President • Board of Governors • First presentation by a University Librarian to the Board
  • 32. 2. Establish the roles, responsibilities, and structure to support change The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 34. Transforming our organization • Stopped doing what we didn’t need to do • Eliminated copy cataloging as a function – 8 voluntary separation packages; – 6 months pay – $300,000 salary savings • 9 new positions created – 7 new librarians • New positions=new functions
  • 35. Reassignments • Metatadata librarian • User Experience Librarian • Director of Liaison Program • Director of Assessment • Development officer • Clerical support: – Digitization – maps – e-reserves – tiered reference
  • 36. Seven new librarians in one year • Digital Strategies Librarian (Nick Ruest) • Digital Technologies Librarian (John Fink) • Teaching and Learning Librarian (Karen Nicholson) • Marketing, Outreach, Communications Librarian (Catherine Baird) • Immersive Learning/Gaming Librarian (Shawn McCann) • E-Resources Librarian (Janice Adlington) • Archivist Librarian (Rick Stapleton)
  • 37. 3. Develop the required leadership team capability The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 38. Informed ourselves: guest speakers • Faculty: Dr. Brian Detlor (Business), Dr. Claude Eilers (Classics) and Dr. Geoffrey Rockewell (Multimedia) • Mike Ridley (Guelph) • Perry Willett (UofM) • Alane Wilson (OCLC) • Michael Stephens (tametheweb) • Joan Lippincott (CNI), • John Shank (blendedlibrarian.org)
  • 39. Retraining: Learning 2.0 @ Mac http://macetg.wordpress.com/about-learning-20-mac/
  • 40.
  • 41. 4. Determine the key strategies for achieving the change The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 42. Transformation: Four themes • Transforming ourselves • Transforming our resources • Transforming our services • Transforming our facilities Needed to capture the attention of the campus community.
  • 43. 5. Develop implementation plans Implement and monitor progress *innovative, user-centered The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 45. First academic library as “Amazon Associate”
  • 46. First in Canada: Digital Commons
  • 47. First to provide reference service in Second Life
  • 48. “Availability of the infrastructure is not enough - we need the people who connect resources to problems. That's what librarians can do - they can help instructors think about how they can use the different resources and they can help us implement meaningful pedagogical activities using the information resources and infrastructure at hand. This is really not that different from having lots of books on the shelves - we still need librarians to help us use those resources imaginatively. “
  • 49. First in Canada: Kirtas and Lulu
  • 50. Drupal: Peace and War • Open source content management • Open content • Digitize materials from 20th century peace and ward • July launch: – 600 WWI maps – 600 WWI aerial photos – 600 WWII posters – 120,000+ Russell letters – Much, much more
  • 51. First ARL to go Evergreen ? • “Conifer” • Open source ILS • Partnership with Windsor and Laurentian
  • 52. Our Facilities Learning Commons @ Mills and Thode -Grid computing -Visualization -RFID -Augmented reality?
  • 53. 6. Determine causes of under- and over-performance The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 54. 7. Assess the current situation The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 56. • Still a work “in progress” • Annual reviews – UPC – Budget • This year: Thode Science and Engineering Library staffing model review • Staff vacancies: no “status quo” • Assessment plan: this year
  • 57. 8. Celebrate, reflect, document The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 58. ACRL Award • Recipient 2008 ACRL Excellence in Academic Libraries Award • Sponsored by Blackwell Book Services • Previous recipients include: • Cornell • Virginia • Arizona • Georgia Institute of Technology • Others
  • 59.
  • 60. Last but not least….. 9. Apply learning The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton The Change Agent’s HandbookA Survival Guidefor QualityImprovementChampions David W. Hutton
  • 61. My own lesson: Do not fear to be eccentric in opinion, for every opinion now accepted was once eccentric.
  • 62. Note of caution Tell all the Truth but tell it slant--- Success in Circuit lies Too bright for our infirm Delight The Truth's superb surprise As Lightening to the Children eased With explanation kind The Truth must dazzle gradually Or every man be blind--- Emily Dickinson
  • 63. Questions? Jeffrey Trzeciak University Librarian McMaster University Mills Memorial Library 905-525-9140 trzecia@mcmaster.ca