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Responsive innovation in a local context




                                            Paul	
  	
  Walk
                                      paul@paulwalk.net
                                            @paulwalk
                               http://www.paulwalk.net
Contents

5	
  topics,	
  30	
  slides,	
  plenty	
  of	
  time	
  for	
  discussion!

      1.Usage	
  data	
  and	
  analytics

      2.Local	
  and	
  remote	
  (SaaS,	
  BYOD)

      3.Residents	
  and	
  Visitors

      4.Customer/Vendor	
  relationship	
  management	
  (CRM/VRM)

      5.Responsive	
  innovation
1. Usage data & analytics
Library activity data

• The	
  University	
  of	
  HuddersQield	
  Library	
  
  has	
  been	
  a	
  pioneer	
  in	
  exploiting	
  activity	
  
  data:

    • “We	
  have	
  collected	
  3.9	
  million	
  library	
  
      circulation	
  records	
  over	
  15	
  years.”

    • “If	
  you	
  do	
  not	
  use	
  the	
  library,	
  you	
  are	
  
      over	
  seven	
  times	
  more	
  likely	
  to	
  drop	
  
      out	
  of	
  your	
  degree.	
  7.19	
  to	
  be	
  
      precise."




                            http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
Local context, expressed as activity data

• analytics	
  are	
  fashionable

• evidence-­‐based	
  service	
  
  provision	
  is	
  the	
  goal

• highly	
  responsive	
  service	
  
  delivery	
  is	
  something	
  to	
  aim	
  
  for

• predictive	
  analytics	
  are	
  the	
  
  holy	
  grail




                                                 http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
Local wins and strategic benefits

• make	
  more	
  use	
  of	
  available	
  
  data	
  in	
  informing	
  investment	
  
  decisions

• the	
  library	
  is	
  well-­‐placed	
  to	
  
  provide	
  data	
  about	
  some	
  
  aspects	
  of	
  student/researcher	
  
  ‘behaviour’

• plug	
  into	
  the	
  wider	
  
  institutional	
  strategy,	
  but	
  Qind	
  
  some	
  opportunities	
  for	
  local	
  
  service	
  improvements




                                                    http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
Usage data & analytics: recommendations

• look	
  for	
  opportunities	
  to	
  exploit	
  data	
  analytics	
  locally,	
  in	
  the	
  context	
  of	
  the	
  wider	
  
  institutional	
  approach	
  to	
  this.	
  If	
  there	
  isn’t	
  yet	
  a	
  wider	
  institutional	
  strategy	
  for	
  
  analytics,	
  be	
  the	
  pioneers!

• you	
  need	
  to	
  get	
  access	
  to	
  the	
  skills	
  and	
  resources	
  to	
  process	
  and	
  exploit	
  activity	
  
  data	
  if	
  you	
  don’t	
  already	
  have	
  these

• if	
  you	
  can	
  read	
  the	
  data,	
  you	
  have	
  access	
  to	
  an	
  important	
  raw	
  material	
  to	
  start	
  to	
  
  innovate	
  &	
  improve	
  local	
  services	
  in	
  a	
  responsive	
  way

• the	
  ability	
  to	
  extract	
  and	
  use	
  activity	
  data	
  should	
  be	
  a	
  Qirst-­‐order	
  requirement	
  in	
  
  any	
  procurement	
  for	
  a	
  new	
  system.
2. Local / remote
Next generation (library) systems

• the	
  variety	
  is	
  increasing

• possibilities:
   • proprietary	
  (closed)
   • open-­‐source
   • locally	
  installed
   • hosted	
  -­‐	
  Software	
  as	
  a	
  service	
  (SaaS)
   • cloud-­‐provided

• most	
  ‘next	
  gen’	
  systems	
  have	
  moved	
  to	
  some	
  arrangement	
  of	
  cloud	
  and	
  SaaS

• some	
  open-­‐source	
  alternatives	
  appearing

• there	
  are	
  several	
  viable	
  combinations	
  of	
  these	
  possibilities:
   • e.g
      • an	
  open-­‐source	
  system	
  offered	
  as	
  SaaS	
  from	
  a	
  cloud	
  infrastructure
      • a	
  ‘locally’	
  installed	
  &	
  managed	
  system	
  running	
  on	
  your	
  cloud	
  infrastructure
The impact of the ‘cloud’

• where	
  your	
  infrastructure	
  is	
  outsourced

• pros
   • no	
  need	
  for	
  local	
  low-­‐level	
  systems-­‐support(i.e.	
  hardware,	
  operating	
  system)

    • may	
  still	
  need	
  to	
  conQigure	
  and	
  maintain	
  the	
  particular	
  system,	
  even	
  if	
  it	
  is	
  
      running	
  in	
  the	
  cloud

    • elastic	
  ‘hardware’	
  provision	
  -­‐	
  more	
  Qlexible/responsive	
  to	
  rapidly	
  changing	
  
      requirements	
  -­‐	
  easier	
  to	
  budget	
  for

• cons
   • not	
  necessarily	
  cheaper	
  (contrary	
  to	
  popular	
  opinion)

    • some	
  loss	
  of	
  control	
  &	
  data	
  privacy/jurisdictional	
  issues
The impact of Software as a Service

• where	
  your	
  system	
  or	
  service	
  is	
  outsourced

• pros
   • all	
  the	
  advantages	
  of	
  using	
  cloud	
  infrastructure,	
  plus:

    • reduced	
  or	
  no	
  requirement	
  to	
  maintain/conQigure	
  the	
  SaaS	
  system

    • potential	
  for	
  continuous	
  improvement	
  -­‐	
  “perpetual	
  beta”

• cons
   • reduction	
  in	
  control,	
  especially	
  ability	
  to	
  customise	
  to	
  local	
  requirements

    • the	
  ability	
  to	
  innovate	
  locally	
  is	
  impacted.	
  The	
  provision	
  of	
  good	
  APIs	
  by	
  the	
  
      remote	
  service	
  may	
  mitigate	
  this.

• the	
  con	
  that	
  might	
  actually	
  be	
  a	
  pro
   • good	
  APIs	
  offer	
  a	
  good	
  opportunity	
  for	
  local	
  innovation	
  -­‐	
  better	
  than	
  
     locally	
  customising	
  third-­‐party	
  software	
  
Local / remote: recommendations

• consider	
  the	
  relative	
  merits	
  of	
  local/remote	
  systems	
  on	
  your	
  ability	
  to	
  extract	
  
  more	
  value	
  through	
  local	
  enhancement

• with	
  any	
  new	
  system,	
  whether	
  local	
  or	
  remote,	
  examine	
  the	
  affordances	
  of	
  any	
  
  APIs	
  offered
   • the	
  API	
  is	
  your	
  route	
  to	
  extensibility	
  and	
  customisation
   • it’s	
  how	
  you	
  plug	
  the	
  system	
  into	
  your	
  local	
  environment
   • it’s	
  how	
  you	
  might	
  allow	
  your	
  users,	
  with	
  their	
  own	
  infrastructure,	
  to	
  plug	
  into	
  
     the	
  system
   • it’s	
  where	
  responsive,	
  local	
  innovation	
  can	
  happen

• ensure	
  you	
  have	
  full	
  access	
  to	
  your	
  data	
  in	
  the	
  system,	
  including	
  usage/activity	
  
  data
3. Residents & Visitors
Web-users are residents or visitors

• “We	
  found	
  that	
  our	
  students	
  could	
  not	
  be	
  usefully	
  categorised	
  as	
  Digital	
  Natives	
  
  or	
  Digital	
  Immigrants.	
  i.e.	
  This	
  distinction	
  does	
  not	
  help	
  guide	
  the	
  
  implementation	
  of	
  technologies	
  it	
  simply	
  provides	
  the	
  excuse	
  that	
  “some	
  people	
  
  ‘just	
  don’t	
  get	
  it’	
  which	
  is	
  why	
  your	
  new	
  approach	
  has	
  failed	
  so	
  badly…”

• “In	
  effect	
  the	
  Resident	
  has	
  a	
  presence	
  online	
  which	
  they	
  are	
  constantly	
  
  developing	
  while	
  the	
  Visitor	
  logs	
  on,	
  performs	
  a	
  speciQic	
  task	
  and	
  then	
  logs	
  off.”
                                         http://tallblog.conted.ox.ac.uk/index.php/2008/07/23/not-­‐natives-­‐immigrants-­‐but-­‐visitors-­‐residents/
Digital residents

• institutions	
  are	
  already	
  wrestling	
  with	
  the	
  implications	
  of	
  Bring	
  Your	
  Own	
  Device	
  
  (BYOD)

• but,	
  digital	
  residents	
  -­‐	
  almost	
  by	
  deQinition	
  -­‐	
  bring	
  more	
  than	
  different	
  devices	
  -­‐	
  
  they	
  come	
  with	
  their	
  own	
  mix	
  of	
  infrastructure

• so,	
  we	
  might	
  need	
  to	
  consider	
  a	
  strategy	
  for	
  ‘Bring	
  Your	
  Own	
  Infrastructure’	
  -­‐	
  it’s	
  
  not	
  just	
  devices,	
  it’s	
  a	
  plethora	
  of	
  remote	
  services	
  too
Gartner Says: the Personal Cloud will
replace the Personal Computer as the
centre of users' digital lives by 2014
                          http://www.gartner.com/it/page.jsp?id=1947315
Context is king

• the	
  user	
  is	
  at	
  the	
  centre	
  of	
  context
   • personalisation
   • Bring	
  Your	
  Own	
  Device	
  (BYOD)

• remote	
  services	
  are	
  becoming	
  contextualised	
  rapidly

• the	
  social	
  ‘graphs’	
  behind	
  Facebook	
  and	
  Google	
  are	
  where	
  the	
  next	
  phases	
  of	
  
  their	
  development	
  are	
  concentrated

• major	
  online	
  services	
  are	
  starting	
  to	
  work	
  better	
  for	
  digital	
  residents	
  than	
  they	
  do	
  
  for	
  digital	
  visitors,	
  due	
  to	
  personalisation	
  and	
  inter-­‐linking
Residents & Visitors: recommendations

• build	
  a	
  picture	
  of	
  which	
  of	
  your	
  users	
  are	
  residents,	
  and	
  which	
  are	
  visitors
   • analytics	
  will	
  help	
  with	
  this

• be	
  mindful	
  that	
  users	
  who	
  are	
  visitors	
  in	
  the	
  library	
  context,	
  may	
  be	
  residents	
  
  elsewhere

• consider	
  how	
  you	
  might	
  reach	
  out	
  to	
  the	
  residents	
  in	
  their	
  wider	
  ‘residency’.	
  
  Does	
  the	
  library	
  service	
  offering	
  force	
  them	
  into	
  a	
  visitor	
  role?

• consider	
  how	
  library	
  services	
  (will)	
  appear	
  in	
  each	
  user’s	
  personal	
  ‘cloud’
4. CRM / VRM
Client Relationship Management (CRM)

• a	
  better	
  Qit	
  than	
  the	
  normal	
  phrase	
  Customer	
  Relationship	
  Management	
  perhaps?
    • is	
  a	
  ‘patron’	
  a	
  ‘customer’,	
  or	
  a	
  ‘client’?

• is	
  there	
  a	
  ‘retail’	
  relationship,	
  or	
  is	
  the	
  library	
  an	
  agent,	
  acting	
  for	
  the	
  user?

• the	
  library	
  is	
  the	
  customer/client	
  in	
  a	
  similar	
  relationship	
  with	
  library	
  systems	
  
  suppliers,	
  so:

     • if	
  the	
  library	
  system	
  is	
  an	
  SaaS	
  service,	
  and	
  it	
  achieves	
  a	
  direct	
  relationship	
  
       with	
  the	
  user,	
  then	
  how	
  does	
  this	
  change	
  the	
  role	
  of	
  the	
  library?

     • is	
  the	
  library’s	
  role	
  relegated	
  to	
  helping	
  the	
  service	
  provider	
  reach	
  the	
  user?
from CRM to VRM

• vendor	
  relationship	
  management	
  (VRM)	
  (coined	
  by	
  Mike	
  Vizard)

• made	
  popular	
  by	
  Doc	
  Searls,	
  who	
  uses	
  the	
  example	
  of	
  a	
  car

    • a	
  car	
  gives	
  the	
  user	
  a	
  degree	
  of	
  control	
  and	
  privacy
    • infrastructure	
  has	
  emerged	
  to	
  support	
  the	
  use	
  of	
  the	
  car
    • this	
  infrastructure	
  would	
  never	
  have	
  come	
  from	
  the	
  railway	
  companies!

• Principles	
  of	
  VRM
   • Customers	
  must	
  enter	
  relationships	
  with	
  vendors	
  as	
  independent	
  actors.
   • Customers	
  must	
  be	
  the	
  points	
  of	
  integration	
  for	
  their	
  own	
  data.
   • Customers	
  must	
  have	
  control	
  of	
  data	
  they	
  generate	
  and	
  gather.	
  This	
  means	
  
     they	
  must	
  be	
  able	
  to	
  share	
  data	
  selectively	
  and	
  voluntarily.
   • Customers	
  must	
  be	
  able	
  to	
  assert	
  their	
  own	
  terms	
  of	
  engagement
   • Customers	
  must	
  be	
  free	
  to	
  express	
  their	
  demands	
  and	
  intentions	
  outside	
  of	
  
     any	
  one	
  company's	
  control
                                                   http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
VRM: fourth parties

• a	
  new	
  type	
  of	
  business	
  on	
  the	
  net

• third	
  parties	
  who	
  work	
  for	
  the	
  user,	
  
  rather	
  than	
  the	
  service	
  provider

• the	
  fourth	
  party	
  represents	
  the	
  user’s	
  
  interests

• in	
  other	
  words,	
  an	
  agent,	
  or	
  broker,	
  or	
  
  mediator

• a	
  new	
  breed	
  of	
  companies	
  providing	
  
  such	
  services	
  starting	
  to	
  appear
Jisc Collections and KB+
CRM/VRM: recommendations

• consider	
  that	
  the	
  ‘C’	
  in	
  CRM	
  is	
  ‘client’	
  rather	
  than	
  ‘customer’,	
  implying	
  an	
  ongoing,	
  
  bi-­‐directional	
  relationship

• be	
  ready	
  to	
  anticipate	
  a	
  growing	
  demand	
  from	
  our	
  users	
  that	
  they	
  control	
  their	
  
  attention	
  data

• manage	
  your	
  vendors	
  more	
  actively	
  -­‐	
  organise	
  with	
  other	
  customers/clients	
  to	
  
  achieve	
  more	
  control

• have	
  a	
  look	
  at	
  Jisc’s	
  KB+	
  pilot	
  service	
  if	
  you	
  haven’t	
  already
5. Responsive innovation
the perceived value of local developers

• DevCSI	
  conducted	
  a	
  stakeholder	
  survey:

• 495	
  respondents	
  including	
  developers,	
  their	
  managers,	
  IT	
  directors,	
  vendors,	
  
  funders,	
  users	
  (academics,	
  librarians,	
  researchers)

• 75%+	
  agreement	
  that	
  local	
  developers	
  understand	
  the	
  local	
  context	
  and	
  act	
  as	
  a	
  
  bridge	
  between	
  remote	
  service	
  providers,	
  open	
  source	
  communities,	
  and	
  local	
  
  end	
  users,	
  and	
  add	
  value	
  by	
  integrating	
  into	
  local	
  contexts

• 75%	
  agreement	
  that	
  local	
  developers	
  work	
  closely	
  with	
  end	
  users	
  to	
  deliver	
  
  innovation	
  (more	
  work	
  needed	
  though)

• 70%	
  agreement	
  that	
  local	
  developers	
  are	
  undervalued	
  as	
  evidenced	
  by	
  short	
  
  term	
  contracts,	
  lack	
  of	
  professional	
  development	
  or	
  career	
  opportunities	
  and	
  
  poor	
  management
the value of the local developer

• can	
  understand	
  local	
  conditions	
  better	
  than	
  an	
  external	
  supplier

• is	
  more	
  accessible	
  -­‐	
  especially	
  when	
  adopting	
  agile	
  development	
  techniques

• with	
  DevCSI,	
  is	
  now	
  backed	
  by	
  a	
  thriving	
  and	
  growing	
  community	
  of	
  peer	
  
  developers	
  working	
  elsewhere	
  in	
  HE

• through	
  web	
  APIs,	
  can	
  tailor	
  remote	
  services	
  to	
  idiosyncratic	
  local	
  needs	
  -­‐	
  can	
  
  make	
  cheap	
  services	
  into	
  good	
  services

• can	
  engage	
  the	
  technical	
  people	
  in	
  an	
  external	
  supplier	
  -­‐	
  not	
  just	
  the	
  pre-­‐sales	
  
  people!

• can	
  engage	
  with	
  and	
  exploit	
  available	
  open	
  source	
  developments
Use the local talent!

• Student	
  as	
  Producer	
  at	
  Lincoln	
  
  University

• sourced	
  developer	
  effort	
  and	
  skills	
  
  from	
  the	
  student	
  cohort

• “demonstrated	
  to	
  us	
  that	
  students	
  can	
  
  have	
  the	
  requisite	
  skills,	
  enthusiasm	
  
  and	
  experience	
  to	
  enable	
  us	
  to	
  innovate	
  
  rapidly”
The strategic developer - a new role?
                                                                                     this is where the developer
                                        Local                                           net works with peers
                                       Systems
                                                                      Peer
                               Technical                            Developer
                             Requirements
                                                                                      this is where economies of
                       Strategic
                                                                                     scale and cost reduction are
  End User           Organisational                                                            achieved
Requirements         Requirements



                                                                        Remote,
                User/                       Strategic                                              Remote
                                                                      (commercial)
               Domain                         Local                                                System
                                                                        technical                  (SaaS)
               expert                       Developer
                                                                        contacts
     }
     }     this is where local
          innovation happens




               local context
                                        this is where the cost of
                                        outsourcing is mitigated




                                                                    remote context
Responsive innovation: recommendations

• evaluate	
  your	
  capacity	
  to	
  do	
  local,	
  technical	
  innovation	
  to	
  get	
  the	
  best	
  return	
  out	
  
  of	
  investment	
  in	
  turnkey	
  or	
  outsourced	
  systems

• invest	
  in	
  this	
  capacity

• don’t	
  forget	
  the	
  supply	
  of	
  raw	
  talent	
  in	
  the	
  student	
  cohort
Conclusion

• for	
  local,	
  responsive	
  innovation	
  you	
  need	
  data,	
  skills	
  and	
  ideas
   • the	
  data	
  and	
  skills	
  are	
  the	
  most	
  important.	
  Ideas	
  follow	
  data	
  and	
  skills.

• you	
  have	
  a	
  vested	
  interest	
  in	
  improving	
  your	
  service	
  offering

• you	
  already	
  have	
  the	
  data
   • you	
  might	
  need	
  to	
  do	
  some	
  work	
  to	
  access	
  it	
  in	
  a	
  useful	
  manner

• you	
  need	
  the	
  skills	
  to	
  exploit	
  this	
  data

• you	
  need	
  the	
  skills	
  to	
  exploit	
  APIs	
  presented	
  by	
  remote	
  services
Should responsive
innovation be a strategic
        concern?
                               Paul	
  	
  Walk
                         paul@paulwalk.net
                               @paulwalk
                  http://www.paulwalk.net

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Responsive Innovation in a Local Context

  • 1. Responsive innovation in a local context Paul    Walk paul@paulwalk.net @paulwalk http://www.paulwalk.net
  • 2. Contents 5  topics,  30  slides,  plenty  of  time  for  discussion! 1.Usage  data  and  analytics 2.Local  and  remote  (SaaS,  BYOD) 3.Residents  and  Visitors 4.Customer/Vendor  relationship  management  (CRM/VRM) 5.Responsive  innovation
  • 3. 1. Usage data & analytics
  • 4. Library activity data • The  University  of  HuddersQield  Library   has  been  a  pioneer  in  exploiting  activity   data: • “We  have  collected  3.9  million  library   circulation  records  over  15  years.” • “If  you  do  not  use  the  library,  you  are   over  seven  times  more  likely  to  drop   out  of  your  degree.  7.19  to  be   precise." http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
  • 5. Local context, expressed as activity data • analytics  are  fashionable • evidence-­‐based  service   provision  is  the  goal • highly  responsive  service   delivery  is  something  to  aim   for • predictive  analytics  are  the   holy  grail http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
  • 6. Local wins and strategic benefits • make  more  use  of  available   data  in  informing  investment   decisions • the  library  is  well-­‐placed  to   provide  data  about  some   aspects  of  student/researcher   ‘behaviour’ • plug  into  the  wider   institutional  strategy,  but  Qind   some  opportunities  for  local   service  improvements http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
  • 7. Usage data & analytics: recommendations • look  for  opportunities  to  exploit  data  analytics  locally,  in  the  context  of  the  wider   institutional  approach  to  this.  If  there  isn’t  yet  a  wider  institutional  strategy  for   analytics,  be  the  pioneers! • you  need  to  get  access  to  the  skills  and  resources  to  process  and  exploit  activity   data  if  you  don’t  already  have  these • if  you  can  read  the  data,  you  have  access  to  an  important  raw  material  to  start  to   innovate  &  improve  local  services  in  a  responsive  way • the  ability  to  extract  and  use  activity  data  should  be  a  Qirst-­‐order  requirement  in   any  procurement  for  a  new  system.
  • 8. 2. Local / remote
  • 9. Next generation (library) systems • the  variety  is  increasing • possibilities: • proprietary  (closed) • open-­‐source • locally  installed • hosted  -­‐  Software  as  a  service  (SaaS) • cloud-­‐provided • most  ‘next  gen’  systems  have  moved  to  some  arrangement  of  cloud  and  SaaS • some  open-­‐source  alternatives  appearing • there  are  several  viable  combinations  of  these  possibilities: • e.g • an  open-­‐source  system  offered  as  SaaS  from  a  cloud  infrastructure • a  ‘locally’  installed  &  managed  system  running  on  your  cloud  infrastructure
  • 10. The impact of the ‘cloud’ • where  your  infrastructure  is  outsourced • pros • no  need  for  local  low-­‐level  systems-­‐support(i.e.  hardware,  operating  system) • may  still  need  to  conQigure  and  maintain  the  particular  system,  even  if  it  is   running  in  the  cloud • elastic  ‘hardware’  provision  -­‐  more  Qlexible/responsive  to  rapidly  changing   requirements  -­‐  easier  to  budget  for • cons • not  necessarily  cheaper  (contrary  to  popular  opinion) • some  loss  of  control  &  data  privacy/jurisdictional  issues
  • 11. The impact of Software as a Service • where  your  system  or  service  is  outsourced • pros • all  the  advantages  of  using  cloud  infrastructure,  plus: • reduced  or  no  requirement  to  maintain/conQigure  the  SaaS  system • potential  for  continuous  improvement  -­‐  “perpetual  beta” • cons • reduction  in  control,  especially  ability  to  customise  to  local  requirements • the  ability  to  innovate  locally  is  impacted.  The  provision  of  good  APIs  by  the   remote  service  may  mitigate  this. • the  con  that  might  actually  be  a  pro • good  APIs  offer  a  good  opportunity  for  local  innovation  -­‐  better  than   locally  customising  third-­‐party  software  
  • 12. Local / remote: recommendations • consider  the  relative  merits  of  local/remote  systems  on  your  ability  to  extract   more  value  through  local  enhancement • with  any  new  system,  whether  local  or  remote,  examine  the  affordances  of  any   APIs  offered • the  API  is  your  route  to  extensibility  and  customisation • it’s  how  you  plug  the  system  into  your  local  environment • it’s  how  you  might  allow  your  users,  with  their  own  infrastructure,  to  plug  into   the  system • it’s  where  responsive,  local  innovation  can  happen • ensure  you  have  full  access  to  your  data  in  the  system,  including  usage/activity   data
  • 13. 3. Residents & Visitors
  • 14. Web-users are residents or visitors • “We  found  that  our  students  could  not  be  usefully  categorised  as  Digital  Natives   or  Digital  Immigrants.  i.e.  This  distinction  does  not  help  guide  the   implementation  of  technologies  it  simply  provides  the  excuse  that  “some  people   ‘just  don’t  get  it’  which  is  why  your  new  approach  has  failed  so  badly…” • “In  effect  the  Resident  has  a  presence  online  which  they  are  constantly   developing  while  the  Visitor  logs  on,  performs  a  speciQic  task  and  then  logs  off.” http://tallblog.conted.ox.ac.uk/index.php/2008/07/23/not-­‐natives-­‐immigrants-­‐but-­‐visitors-­‐residents/
  • 15. Digital residents • institutions  are  already  wrestling  with  the  implications  of  Bring  Your  Own  Device   (BYOD) • but,  digital  residents  -­‐  almost  by  deQinition  -­‐  bring  more  than  different  devices  -­‐   they  come  with  their  own  mix  of  infrastructure • so,  we  might  need  to  consider  a  strategy  for  ‘Bring  Your  Own  Infrastructure’  -­‐  it’s   not  just  devices,  it’s  a  plethora  of  remote  services  too
  • 16. Gartner Says: the Personal Cloud will replace the Personal Computer as the centre of users' digital lives by 2014 http://www.gartner.com/it/page.jsp?id=1947315
  • 17. Context is king • the  user  is  at  the  centre  of  context • personalisation • Bring  Your  Own  Device  (BYOD) • remote  services  are  becoming  contextualised  rapidly • the  social  ‘graphs’  behind  Facebook  and  Google  are  where  the  next  phases  of   their  development  are  concentrated • major  online  services  are  starting  to  work  better  for  digital  residents  than  they  do   for  digital  visitors,  due  to  personalisation  and  inter-­‐linking
  • 18. Residents & Visitors: recommendations • build  a  picture  of  which  of  your  users  are  residents,  and  which  are  visitors • analytics  will  help  with  this • be  mindful  that  users  who  are  visitors  in  the  library  context,  may  be  residents   elsewhere • consider  how  you  might  reach  out  to  the  residents  in  their  wider  ‘residency’.   Does  the  library  service  offering  force  them  into  a  visitor  role? • consider  how  library  services  (will)  appear  in  each  user’s  personal  ‘cloud’
  • 19. 4. CRM / VRM
  • 20. Client Relationship Management (CRM) • a  better  Qit  than  the  normal  phrase  Customer  Relationship  Management  perhaps? • is  a  ‘patron’  a  ‘customer’,  or  a  ‘client’? • is  there  a  ‘retail’  relationship,  or  is  the  library  an  agent,  acting  for  the  user? • the  library  is  the  customer/client  in  a  similar  relationship  with  library  systems   suppliers,  so: • if  the  library  system  is  an  SaaS  service,  and  it  achieves  a  direct  relationship   with  the  user,  then  how  does  this  change  the  role  of  the  library? • is  the  library’s  role  relegated  to  helping  the  service  provider  reach  the  user?
  • 21. from CRM to VRM • vendor  relationship  management  (VRM)  (coined  by  Mike  Vizard) • made  popular  by  Doc  Searls,  who  uses  the  example  of  a  car • a  car  gives  the  user  a  degree  of  control  and  privacy • infrastructure  has  emerged  to  support  the  use  of  the  car • this  infrastructure  would  never  have  come  from  the  railway  companies! • Principles  of  VRM • Customers  must  enter  relationships  with  vendors  as  independent  actors. • Customers  must  be  the  points  of  integration  for  their  own  data. • Customers  must  have  control  of  data  they  generate  and  gather.  This  means   they  must  be  able  to  share  data  selectively  and  voluntarily. • Customers  must  be  able  to  assert  their  own  terms  of  engagement • Customers  must  be  free  to  express  their  demands  and  intentions  outside  of   any  one  company's  control http://www.jisc.ac.uk/publications/reports/2012/activity-­‐data-­‐delivering-­‐beneDits.aspx
  • 22. VRM: fourth parties • a  new  type  of  business  on  the  net • third  parties  who  work  for  the  user,   rather  than  the  service  provider • the  fourth  party  represents  the  user’s   interests • in  other  words,  an  agent,  or  broker,  or   mediator • a  new  breed  of  companies  providing   such  services  starting  to  appear
  • 24. CRM/VRM: recommendations • consider  that  the  ‘C’  in  CRM  is  ‘client’  rather  than  ‘customer’,  implying  an  ongoing,   bi-­‐directional  relationship • be  ready  to  anticipate  a  growing  demand  from  our  users  that  they  control  their   attention  data • manage  your  vendors  more  actively  -­‐  organise  with  other  customers/clients  to   achieve  more  control • have  a  look  at  Jisc’s  KB+  pilot  service  if  you  haven’t  already
  • 26. the perceived value of local developers • DevCSI  conducted  a  stakeholder  survey: • 495  respondents  including  developers,  their  managers,  IT  directors,  vendors,   funders,  users  (academics,  librarians,  researchers) • 75%+  agreement  that  local  developers  understand  the  local  context  and  act  as  a   bridge  between  remote  service  providers,  open  source  communities,  and  local   end  users,  and  add  value  by  integrating  into  local  contexts • 75%  agreement  that  local  developers  work  closely  with  end  users  to  deliver   innovation  (more  work  needed  though) • 70%  agreement  that  local  developers  are  undervalued  as  evidenced  by  short   term  contracts,  lack  of  professional  development  or  career  opportunities  and   poor  management
  • 27. the value of the local developer • can  understand  local  conditions  better  than  an  external  supplier • is  more  accessible  -­‐  especially  when  adopting  agile  development  techniques • with  DevCSI,  is  now  backed  by  a  thriving  and  growing  community  of  peer   developers  working  elsewhere  in  HE • through  web  APIs,  can  tailor  remote  services  to  idiosyncratic  local  needs  -­‐  can   make  cheap  services  into  good  services • can  engage  the  technical  people  in  an  external  supplier  -­‐  not  just  the  pre-­‐sales   people! • can  engage  with  and  exploit  available  open  source  developments
  • 28. Use the local talent! • Student  as  Producer  at  Lincoln   University • sourced  developer  effort  and  skills   from  the  student  cohort • “demonstrated  to  us  that  students  can   have  the  requisite  skills,  enthusiasm   and  experience  to  enable  us  to  innovate   rapidly”
  • 29. The strategic developer - a new role? this is where the developer Local net works with peers Systems Peer Technical Developer Requirements this is where economies of Strategic scale and cost reduction are End User Organisational achieved Requirements Requirements Remote, User/ Strategic Remote (commercial) Domain Local System technical (SaaS) expert Developer contacts } } this is where local innovation happens local context this is where the cost of outsourcing is mitigated remote context
  • 30. Responsive innovation: recommendations • evaluate  your  capacity  to  do  local,  technical  innovation  to  get  the  best  return  out   of  investment  in  turnkey  or  outsourced  systems • invest  in  this  capacity • don’t  forget  the  supply  of  raw  talent  in  the  student  cohort
  • 31. Conclusion • for  local,  responsive  innovation  you  need  data,  skills  and  ideas • the  data  and  skills  are  the  most  important.  Ideas  follow  data  and  skills. • you  have  a  vested  interest  in  improving  your  service  offering • you  already  have  the  data • you  might  need  to  do  some  work  to  access  it  in  a  useful  manner • you  need  the  skills  to  exploit  this  data • you  need  the  skills  to  exploit  APIs  presented  by  remote  services
  • 32. Should responsive innovation be a strategic concern? Paul    Walk paul@paulwalk.net @paulwalk http://www.paulwalk.net