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Developing the Management & Business
Studies (MBS) Portal
http://www.mbsportal.bl.uk


Sally Halper
Social Science Content Development Manager
The British Library


mbseditor@bl.uk
Structure of presentation




1. What is the MBS Portal? Why does it matter?

2. What does it do?

3. User involvement (inc. partners)

4. How does it work? (inc. getting and rights-clearing content)

5. Challenges and lessons learned

Questions and answers
What is it? Why does it matter?


  Website www.mbsportal.bl.uk for subject-area Management & Business Studies
  Delivers downloadable full text PDF research reports and articles written for it by
  subject experts (researchers, consultants, journalists). Launched as a beta on 14
  Oct – we want comments/suggestions
  Available in reading rooms, as well (content is in main Primo view)
  Free to use. IRMDS in future to offer Doc Supply material (via zetoc records etc)
  and book ordering
  DUAL audience1: working managers AND management researchers/consultants
  i.e. producers and consumers of management research information
  DUAL aim: increase use of BL collections AND increase impact of research
  It also builds the (digital) collections: PDFs and editorial articles
  It requires all users to register online2 to get 90% of the content. Registering
  means we get useful information about our customers and Sitestat records usage
  data for Portal pages and PDFs. Users get to tailor the site to reflect their subject
  interests and receive alerts about new content matching.
  Pathfinder project for Library: delivers remote access, a subject cut of Aleph data
  and a bespoke Primo view that makes for a better user experience of Search, and
  generic elements and techniques that can be re-used to create more Portals in
  future (by subject or theme). So far Social Welfare, Env Sci, BIPC3 4
What does it do?
  From user POV: Features and benefits

1. New secure website (register online to     1. 24-7 access to full text, high quality
   use it, free) containing downloadable         digital content – for free
   full text research reports, working
   papers, book chapters videos and           2. Find more relevant material: that can
   articles from high-quality publishers of      be hard to locate, which is normally
   management research. Went live on             behind membership barriers, or
   14 October                                    which disappears from the web over
                                                 time
2. Brings together BL print and digital
   collections, in one powerful search        3. Save time: Find print and digital
   interface                                     formats in one ‘hit’, then choose the
                                                 delivery route that suits you
3. Content tailored to your subject              (including Amazon)
   interests and alerts to new content
   matching your subject interests            4. Dissemination: Get your research in
                                                 front of more than 90,000
4. Joined-up service (single sign on)            professional managers – helps to get
                                                 it used and show impact
5. Partnership with BAM and Chartered
   Management Institute who are               5. Preserve your research in the
   promoting it to their members                 national Digital Library Store
User involvement



                                                    Four of the 15 User Panel members
1. User panel of 13 senior researchers
   and managers

   Ken Starkey, Jane Broadbent, Liz Daniel, Jason Cope, Richard Slack, David
   Slattery, Gillian Symon, Mohan Sodhi, Scott Taylor, Emma Bell, Hanna Gajewska-
   DeMattos

   …plus Dominic Broadhurst (Head of MUBS Library) and Piers Cain (Head of KM
   at CMI)

2. Partners: the main professional bodies for management research
   and practice




                                                                                        5
Who’s involved?

   1. Social Sciences team members

Michelangelo Staffolani,      Sally Halper
Social Science Curator        Social Science Content Development
                              Manager (from 1 Nov)




Linda Arnold-Stratford        Editorial assistant, to be
Lead Curator: MBS             advertised internally
(from 13 December)
Who’s involved
 2. Lots of colleagues from across the Library,
 North and South…

Thank you to

• O&S: Bibliographic Standards, Metadata Systems and MI
  Digital processing and cataloguing*
  Boston Spa reading room team, SS and BIPC enquiry teams
  Electronic Services
  Customer Services (N and S)

• EIS: Architecture & Operations, AD(South), Primo team

• Finance: Publisher relations, DFM, CPU, BAR, Legal

• SM&C: WSDU, HE Marketing, BIPC Marketing, Marketing
  Operations (N)

• And ET for letting us do it!
How does it work: theory




Joins up:

WebCMS

CRM/CMI

Aleph

Primo
Management & Business Studies Portal: secure website
                                                        Launched 14
                                                        October 2010

                                                            Brings
    Audience:
  Management                                            together print
 academics and                                            and digital
   PG students                                             content
  (c40,000 FTE)
 plus practising                                        Personalisation
    managers                                             and alerting on
(90,000 members                                           new content
     of CMI)                                            matching user’s
                                                        subject interests


  12 Key subject                                       Primo search
 areas reflect the                                 with ‘MBS collection’
 main fields within                                       subset
    MBS as an
academic subject:                                         Web 2.0
labels and content                                      features: tag,
recognition-tested                                     comment, vote,
        with                                           save and re-run
   mixed users                                         searches, blog


                                                                         9
Personalised homepage for logged in users




                                             Recognises user
                                             and their subject
                                                interests



                                            Highlights content
                                              matching user’s
                                             subject interests




                                                 RSS feeds
                                                 of funding
                                              opportunities and
                                            business news (scroll
                                                down page!)
Video on Youtube and ‘About’ page of Portal

http://www.youtube.com/watch?v=pvkCLCxHjVw
Searching for content… Primo results list




                                                 Users don’t have to
                                                 be logged in to search


                                                         Sort by…


                                                   Digital collection items =
                                                   Reports material type




                                SFX link to content on MBS Portal




                                                                            12
Searching (continued)… PDF-holder page




                                             Download
                                           button allows
                                         logged in users
                                         to download the
                                           full text (and
                                          print or save it)




                                                              13
Challenges




1. Sustainability: staffing, content and technology

  Portal was only ever supposed to be a temporary
  solution, with a 5-year lifespan. It’s not ‘the answer’ to
  remote access

2. Funding for next phase

3. Re-use: yes, more - but need to design for your users

4. Managing expectations: internal and external

5. Maintaining and building relationships with key partners
Lessons learned



1. Know your use-cases/user scenarios well, particularly for procurements
   e.g. web design directions. Involve real users.
2. Don't ‘solutionise’ or over-specify when creating your use-cases, be open
   to new ways of fulfilling them. It’s the end goal that counts, not
   necessarily how you get there (bearing in mind cost and time)
3. Resource planning is always helpful even if only at a basic level, just so
   the BIG risks can be highlighted and managed/mitigated against.
   Important to have good contingency plans
4. It's easy to underestimate the time it takes to get up to speed with new
   processes/technology, get decisions etc
5. Document your critical success factors and always keep them in mind
   throughout delivery
6. It's easier to deliver successfully in phases, with shorter time frames (e.g.
   3 months per phase) - that way if requirements change, you can deal
   with it when you review the scope and requirements of a later phase.
Any questions?
Email mbseditor@bl.uk

     Thank you




                        16

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Developing the Business and Management Studies Portal (MBS)

  • 1. Developing the Management & Business Studies (MBS) Portal http://www.mbsportal.bl.uk Sally Halper Social Science Content Development Manager The British Library mbseditor@bl.uk
  • 2. Structure of presentation 1. What is the MBS Portal? Why does it matter? 2. What does it do? 3. User involvement (inc. partners) 4. How does it work? (inc. getting and rights-clearing content) 5. Challenges and lessons learned Questions and answers
  • 3. What is it? Why does it matter? Website www.mbsportal.bl.uk for subject-area Management & Business Studies Delivers downloadable full text PDF research reports and articles written for it by subject experts (researchers, consultants, journalists). Launched as a beta on 14 Oct – we want comments/suggestions Available in reading rooms, as well (content is in main Primo view) Free to use. IRMDS in future to offer Doc Supply material (via zetoc records etc) and book ordering DUAL audience1: working managers AND management researchers/consultants i.e. producers and consumers of management research information DUAL aim: increase use of BL collections AND increase impact of research It also builds the (digital) collections: PDFs and editorial articles It requires all users to register online2 to get 90% of the content. Registering means we get useful information about our customers and Sitestat records usage data for Portal pages and PDFs. Users get to tailor the site to reflect their subject interests and receive alerts about new content matching. Pathfinder project for Library: delivers remote access, a subject cut of Aleph data and a bespoke Primo view that makes for a better user experience of Search, and generic elements and techniques that can be re-used to create more Portals in future (by subject or theme). So far Social Welfare, Env Sci, BIPC3 4
  • 4. What does it do? From user POV: Features and benefits 1. New secure website (register online to 1. 24-7 access to full text, high quality use it, free) containing downloadable digital content – for free full text research reports, working papers, book chapters videos and 2. Find more relevant material: that can articles from high-quality publishers of be hard to locate, which is normally management research. Went live on behind membership barriers, or 14 October which disappears from the web over time 2. Brings together BL print and digital collections, in one powerful search 3. Save time: Find print and digital interface formats in one ‘hit’, then choose the delivery route that suits you 3. Content tailored to your subject (including Amazon) interests and alerts to new content matching your subject interests 4. Dissemination: Get your research in front of more than 90,000 4. Joined-up service (single sign on) professional managers – helps to get it used and show impact 5. Partnership with BAM and Chartered Management Institute who are 5. Preserve your research in the promoting it to their members national Digital Library Store
  • 5. User involvement Four of the 15 User Panel members 1. User panel of 13 senior researchers and managers Ken Starkey, Jane Broadbent, Liz Daniel, Jason Cope, Richard Slack, David Slattery, Gillian Symon, Mohan Sodhi, Scott Taylor, Emma Bell, Hanna Gajewska- DeMattos …plus Dominic Broadhurst (Head of MUBS Library) and Piers Cain (Head of KM at CMI) 2. Partners: the main professional bodies for management research and practice 5
  • 6. Who’s involved? 1. Social Sciences team members Michelangelo Staffolani, Sally Halper Social Science Curator Social Science Content Development Manager (from 1 Nov) Linda Arnold-Stratford Editorial assistant, to be Lead Curator: MBS advertised internally (from 13 December)
  • 7. Who’s involved 2. Lots of colleagues from across the Library, North and South… Thank you to • O&S: Bibliographic Standards, Metadata Systems and MI Digital processing and cataloguing* Boston Spa reading room team, SS and BIPC enquiry teams Electronic Services Customer Services (N and S) • EIS: Architecture & Operations, AD(South), Primo team • Finance: Publisher relations, DFM, CPU, BAR, Legal • SM&C: WSDU, HE Marketing, BIPC Marketing, Marketing Operations (N) • And ET for letting us do it!
  • 8. How does it work: theory Joins up: WebCMS CRM/CMI Aleph Primo
  • 9. Management & Business Studies Portal: secure website Launched 14 October 2010 Brings Audience: Management together print academics and and digital PG students content (c40,000 FTE) plus practising Personalisation managers and alerting on (90,000 members new content of CMI) matching user’s subject interests 12 Key subject Primo search areas reflect the with ‘MBS collection’ main fields within subset MBS as an academic subject: Web 2.0 labels and content features: tag, recognition-tested comment, vote, with save and re-run mixed users searches, blog 9
  • 10. Personalised homepage for logged in users Recognises user and their subject interests Highlights content matching user’s subject interests RSS feeds of funding opportunities and business news (scroll down page!)
  • 11. Video on Youtube and ‘About’ page of Portal http://www.youtube.com/watch?v=pvkCLCxHjVw
  • 12. Searching for content… Primo results list Users don’t have to be logged in to search Sort by… Digital collection items = Reports material type SFX link to content on MBS Portal 12
  • 13. Searching (continued)… PDF-holder page Download button allows logged in users to download the full text (and print or save it) 13
  • 14. Challenges 1. Sustainability: staffing, content and technology Portal was only ever supposed to be a temporary solution, with a 5-year lifespan. It’s not ‘the answer’ to remote access 2. Funding for next phase 3. Re-use: yes, more - but need to design for your users 4. Managing expectations: internal and external 5. Maintaining and building relationships with key partners
  • 15. Lessons learned 1. Know your use-cases/user scenarios well, particularly for procurements e.g. web design directions. Involve real users. 2. Don't ‘solutionise’ or over-specify when creating your use-cases, be open to new ways of fulfilling them. It’s the end goal that counts, not necessarily how you get there (bearing in mind cost and time) 3. Resource planning is always helpful even if only at a basic level, just so the BIG risks can be highlighted and managed/mitigated against. Important to have good contingency plans 4. It's easy to underestimate the time it takes to get up to speed with new processes/technology, get decisions etc 5. Document your critical success factors and always keep them in mind throughout delivery 6. It's easier to deliver successfully in phases, with shorter time frames (e.g. 3 months per phase) - that way if requirements change, you can deal with it when you review the scope and requirements of a later phase.