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August/September 2009 vol. 45 / no. 6 MEET THE FACE OF Library Technology W! ISSN 0024-2586 NE ALA TechSource Online R e p o R T S expert Guides to Library Systems and Services www.alatechsource.org a publishing unit of the American Library Association (cid:262)(cid:1) Access a growing archive of more than 8 years of Library Technology Reports (LTR) and Smart Libraries Newsletter (SLN) (cid:262)(cid:1) Read full issues online (LTR only) or as downloadable PDFs (cid:262)(cid:1) Learn from industry-leading practitioners (cid:262)(cid:1) Share unlimited simultaneous FREE SAMPLES @ alatechsource.metapress.com access across your institution (cid:262)(cid:1) Personalize with RSS alerts, saved items, and emailed favorites (cid:262)(cid:1) Perform full-text searches LIBRARY TECHNOLOGY UNCOVERED, EXPLORED, ONLINE Building the Digital Branch: Subscribe to TechSource Online today! alatechsource.metapress.com Guidelines to Transform Your Website Your support helps fund advocacy, awareness, and accreditation programs for library professionals worldwide. by David Lee King Library Technology R e p o R T s Expert Guides to Library Systems and Services Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King www.alatechsource.org Copyright © 2009 American Library Association All Rights Reserved. About the Author Library Technology David Lee King is the Digital Branch and Services Manager at R e p oR Ts the Topeka and Shawnee County Public Library, where he plans for, implements, and experi- American Library Association ments with emerging technology 50 East Huron St. Chicago, IL 60611-2795 USA trends. He speaks internationally www.alatechsource.org about emerging trends, website 800-545-2433, ext. 4299 usability and management, digital 312-944-6780 312-280-5275 (fax) experience planning, and managing techie staff and has been published in many library-related journals. David was named Advertising Representative a Library Journal Mover and Shaker for 2008 and recently Brian Searles, Ad Sales Manager published his first book, Designing the Digital Experience. ALA Publishing Dept. [email protected] David writes the Internet Spotlight column in Public Libraries 312-280-5282 magazine with Michael Porter and maintains a blog at www. 1-800-545-2433, ext. 5282 davidleeking.com. ALA TechSource Editor Dan Freeman [email protected] 312-280-5413 Copy Editor Judith Lauber Administrative Assistant Judy Foley [email protected] 800-545-2433, ext. 4272 312-280-5275 (fax) Production and Design ALA Production Services: Troy D. Linker and Kimberly Saar Richardson Abstract Library Technology Reports (ISSN 0024-2586) is published eight times a In the past fifteen years, the World Wide Web has become year (January, March, April, June, July, September, October, and December) such a major part of the library world that most librar- by American Library Association, 50 E. Huron St., Chicago, IL 60611. It is managed by ALA TechSource, a unit of the publishing department of ALA. ies now have some presence on the Web. This issue of Periodical postage paid at Chicago, Illinois, and at additional mailing offices. Library Technology Reports explores the idea of the POSTMASTER: Send address changes to Library Technology Reports, 50 E. Huron St., Chicago, IL 60611. digital branch—a library website that is a vital, functional resource for patrons and enhances the library’s place Trademarked names appear in the text of this journal. Rather than identify or insert a trademark symbol at the appearance of each name, the authors within its community. The report outlines an efficient pro- and the American Library Association state that the names are used for cess for creating a digital branch, from the initial phases editorial purposes exclusively, to the ultimate benefit of the owners of the of gathering information and sketching out a design, to trademarks. There is absolutely no intention of infringement on the rights of the trademark owners. winning approval from management, hiring qualified IT staff, and maintaining and upgrading the site once it is built. Throughout the report, the author regularly uses his experience at his own library as an example of how the process can unfold and what pitfalls to avoid. Subscriptions wwwwww.a.alalatetecchhssoouurcrcee.o.orgrg For more information about subscriptions and Copyright ©2009 American Library Association individual issues for purchase, call the ALA Customer All Rights Reserved. service Center at 1-800-545-2433 and press 5 for assistance, or visit www.alatechsource.org. Table of Contents Chapter 1—What Is a Digital Branch, Anyway? 5 The Purpose of This Report 5 The Digital Branch Defined 6 What’s a Website? 6 Traditional Libraries 6 Building 6 Budget 7 Staff 7 Collection 7 Community 7 What Is a Digital Branch? 8 Real Staff 8 Real Collection 8 Real Building 8 Real Community 9 The Digital Branch Allows a Choice 9 What’s Next? 9 Notes 9 Chapter 2—Gathering Information 10 Hold Discussions 10 Start with the Leaders 10 Ask the Public Services Staff 11 Don’t Forget the Patrons—Your Customers 11 Observing 12 Note 12 Chapter 3—The Planning Process 13 Pull Your Information Together 13 Gather a Committee 15 Go Visit the Managers Again 15 Note 15 Chapter 4—Building the Branch 16 First Decisions 16 Content Management System 16 What Do You Want Your CMS to Do? 17 CMS Options 17 Windows or Linux? 18 Next Up: Design 19 The Design Process 19 HTML Prototype 19 Seeking Feedback 19 Building: Getting Started 20 Time 20 Deadlines 20 Staff 20 Creating Content 21 Notes 22 Table of Contents, continued Chapter 5—What to Do Once Your Site Is Built 23 Focus on Staff 23 Continuous Writing 23 Job-Specific Training 23 Training and Coaching on Improvements 24 Touching Base 24 Modeling the Way 24 Creating a Style Guide 25 Continued Focus on Site Improvements 28 Chapter 6—Creating Community at the Digital Branch 30 What Is Digital Community? 30 Tools That Help Facilitate Digital Community 30 Blogs 30 IM and SMS Messaging 31 Twitter 31 Outposts—Content and Comments 32 Getting Participation at Your Digital Branch 32 Listening First 32 Creating Content 32 Being Real 33 Notes 33 Chapter 7—Planning for the Next Phase 34 Current Updates 34 Building Outposts 35 Strategic Planning: Next Steps 35 No Dry Rot 36 Teaching/Training 36 Chapter 8—Resources 37 Books on Building and Improving Websites 37 Blogs and Websites Relevant to this Report 37 Great List of Web Designers to Follow on Twitter 38 Content Management Systems 38 Wikipedia List of Content Management Systems 38 Social Media Tools to Enhance your Digital Branch 38 Must-Have Social Networking Sites—Start with These 38 Other Useful Tools and Services 38 Selected Digital Branches 38 CChhaapptteerr X1 What Is a Digital Branch, Anyway? Abstract Today, people driving down that road have discovered communities along the way. With the emergence of Web In order to build a digital branch, we first need to know 2.0, people can not only find information, they can also what a digital branch is. How does it differ from a often interact directly with the person who provided that website? This chapter of “Building the Digital Branch: information. They can add their own thoughts to the con- Guidelines for Transforming Your Library Website” tent created by that person. They can remix that original gives a brief history of library websites and discusses content into something else entirely. The superhighway how library websites and the traditional physical library has become more like the old, winding Route 66, with combine to form the concept of a digital branch. many points of interest. Someone might want to pull off the road and poke around or chat for a while. The new The Purpose of This Report Web allows that type of interaction. Lib That’s where the idea of a digital branch comes into ra r y Library websites have been around for about fifteen years. play. A modern library can exist in two places—in a build- T e During that time, library websites and the nature of the ing and online. When this idea is taken to the next step, ch n Internet itself have changed considerably. These sites people can now hold conversations with librarians in the olo started to appear in the mid-nineties. Dan Lester, librar- building and online. People can hold meetings in the gy ian emeritus at Boise State University, described those physical library and in the online library. Re p early days: “Boise State University Library had a website If you would like your digital branch to become more o r in the spring of 1994. . . . It ran under Windows 3.1 on of a destination, read on—we’ll take that journey together. ts my desktop on a 486, 24/7, and was able to easily handle In this issue of Library Technology Reports, you will find w w the load in those days.”1 I also started building websites the following: w.a around that time. The concept of a digital branch library is defined late The list of what has changed in the past fifteen years and explained in this chapter, “What Is a Digital Branch, ch s o could fill a library. For starters, coding languages have Anyway?” In chapter 2, “Gathering Information,” I discuss u rc multiplied. Back then, I learned HTML. Now, Web devel- how my library, Topeka and Shawnee County Public Library, e.o opers also learn CSS, JavaScript, PHP, Ajax, and Ruby on gathered information from customers and staff about what rg Rails (and those are just a few). they thought a digital branch library should do. Next, in the A u Interaction has also changed. The “old Web” is third chapter, we examine “The Planning Process.” gu s described in the definition of World Wide Web on The process of building the site is discussed in chap- t/ S Wikipedia as a place where “one can view Web pages that ter 4, “Building the Branch.” Chapter 5, “What to Do ep may contain text, images, videos, and other multimedia Once Your Site Is Built,” discusses how to work with staff tem b and navigate between them using hyperlinks.”2 The old on content for the digital branch. Your patrons will want e Web was primarily about finding information and navigat- to add their voices to the conversation, and that’s the r 20 0 ing to other webpages. Hence, it was fondly referred to as focus of chapter 6, “Creating Community at the Digital 9 the Information Superhighway. Branch.” 5 Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King Finally, chapter 7, “Planning for the Next Phase,” not be new to you, it will provide a valuable model when focuses on our next steps in Topeka and relates them we consider the digital branch. to potential next steps for your library. You’ll also find a resources section that lists tools in a variety of different Building media to help you get started. In order to have a library, you generally need a permanent building (see figure 3). With that building comes a great deal of maintenance and upkeep. Anyone who has ever The Digital Branch Defined owned a house knows that, right? If the roof develops a leak, you have to fix it. If the carpet gets dirty, you have In order to build a digital branch, we first need to know to clean it. A library building of any size is a complex what a digital branch is. How does it differ from a web- creature. There are few library classes (if any) that teach site? In this chapter, we’ll discuss library websites and the budding librarians how to install new shelving, how to traditional physical library, then mix the two together to hire a plumber, how to pick appropriate carpet for a mul- arrive at a description of a digital branch. tipurpose room, or how to create useful signage. What’s a Website? Traditionally, a library website has been, well, traditional (which is weird to say about a website, isn’t it?). Think about it—many library websites, both visually and struc- turally, were built last century. Their model was based on what is now a dated, almost “traditional” structural and visual model of website design. Those older model websites focused on providing information about the library rather than on providing actual online services (see figure 1). There wasn’t a lot of interaction on the average website in the nineties. Many library sites had catalog links, pointers to other websites, and information about the library—its history, what ser- 09 vices it offered, and when it was open. In fact, most of the 0 er 2 tools we currently use to interact online with people and b websites were not yet available. m e Some library websites are still operating under that pt e older, more traditional model of Web design and struc- Figure 1 S st/ ture (see figure 2). There’s no online collection on the Library website from 1999. u g website. No meetings, chat, or other types of interaction u A happen online. There is rarely a staff person or staff group org whose main job is to oversee the site. There certainly ce. aren’t “digital branch workers,” which we’ll discuss later. ur o The traditional library website exists primarily to guide s h c people to the physical building and to the services that e alat can be found inside the library. w. w w ts Traditional Libraries or p e R Traditionally, the “real stuff” a library does happens at y g that library’s physical locations—the main buildings and o nol branch libraries. Let’s turn our gaze to the branch library. h c As you probably know, a traditional physical library con- e T y sists of at least four things: a building, a staff, a collection, brar and a community. Bear with me as we briefly touch on Li each of these aspects. While much of this information will Figure 2 Library website from 2009. 6 Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King Figure 3 The author in front of a library building. Budget Of course, even the smallest library needs some money Figure 5 and a plan for how to spend it in order to function. You Library collection. need money allocated to acquisitions, utilities, and sala- ries, to name just a few things. As we’ll discuss later in this report, one of the nice things about a library website can keep patrons happy. These staffers answer questions is that it can be done inexpensively, even if the library is at a busy reference desk while kids are screaming, the unable to devote significant financial resources to it. printer’s jammed, and someone just spilled coffee on the Encyclopedia Britannica. Staff A traditional library of any size will need a diverse staff Collection Libra (see figure 4), including graduate-degree-holding librar- Most library collections (see figure 5) are fairly complex. At ry ians and maintenance workers who actually know how the public library where I work, we have everything from Te c h to keep the building in working order. There are one or comic books to price guides about those comic books, n o more administrators who are responsible for the big pic- novels, great nonfiction books, databases, and magazines. lo g ture. A library needs people who can keep collections We have a vast array multimedia content, including videos y R on the shelves, as well as front-line staffers—people who in many formats and music galore. If a public library in ep o a medium-sized American city has this much variety, one rts can only imagine just how complex a collection can get. w w w Community .a la te Many libraries offer meeting facilities, either formally ch s o or informally (see figure 6). For example, at Topeka and u rc Shawnee County Public Library, you can visit the library e .o café and have a fine latte with a friend. Staff members rg interact with customers, involving themselves in the local A u community. Customers interact with us by asking ques- g u s tions or attending an event or program. We’re a major t/ S meeting facility in Topeka, so local organizations hold ep thousands of meetings every year at our facility. tem b e r 2 0 0 Figure 4 9 Library staff. 7 Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King But we don’t need to stop with the whole reading thing, do we? After all, this is the Web! These days, our libraries can offer librarian-created content such as blogs, videos, and podcasts. This content is important for four reasons: 1. The content is focused on helping patrons find and use our materials in a better way. 2. It allows library staff to display a bit of organiza- tional personality. A video explaining how to use a database, for example, can be made in a fun way that still teaches the skill. Figure 6 3. The librarian has turned into the author. Tra- patrons using a meeting room at the Topeka and shawnee ditionally, libraries have housed other authors’ County public Library. materials and helped patrons navigate through that mound of knowledge. Now, with the advent of user-generated content, we too can write for our patrons. How cool is that? What Is a Digital Branch? 4. We can even go one step further and allow our Now that we know what a traditional library website is patrons to join in the fun—with patron-created and have a description of a physical branch library, we content. Topeka and Shawnee County Pub- can ask this question: just what is a digital branch? When lic Library is doing that by allowing teens to I talk about digital branches, I like to remind people that post videos to our YouTube account and book the “digital” part is somewhat arbitrary. A branch is a reviews to our teen blog. There are many other branch and must have certain properties, whether it is ways to allow patron participation. This is really physical or virtual. A digital branch is a branch library, not much different from the way some libraries delivered digitally, on the Web. It offers much more than a collect books written by local authors—it’s all traditional library website in many ways, because a digital patron-created content. branch has real staff, a real building, a real collection, and real community happening on and around it. 9 Real Building 0 0 2 er Real Staff With the digital branch, we also have a very real destina- b m tion that we need to maintain in order for it to grow and Obviously, the digital branch needs some type of Web e ept staff. There must be someone to build and maintain the change. This digital destination is the equivalent of the S traditional library’s physical building. / site and public services staff to interact with customers. gust These people do typical public service librarian jobs, such Think about it this way—when people want to buy a u book, they can visit the local bookstore, or they can visit A as answering questions, but they do it using instant mes- Amazon. When they want to buy a shirt, they can visit the g saging, e-mail, and other means of online communication. or mall, or they can head to Zappos.com. In the same way, e. Someone needs to respond to comments made on a urc library’s blog or to the library’s Twitter account. Someone when they want to visit your library, they should have o s options. They should be able to visit you in person, or h also needs to oversee the online library community (much c e online at your digital branch. at as a branch manager would oversee the physical library al A digital destination has many similarities to a library w. community). w building. There are clearly laid out places to do things, w just as in the library building. For example, your build- s Real Collection ort ing probably has a children’s section, and your website ep A digital branch also has an actual collection that patrons should also have a children’s section. R y can interact with. A branch is a branch only if it contains At your digital branch, patrons can interact with you g o materials for patrons to use. With a digital branch, patrons in a way that is similar to the interactions when they visit ol n can go beyond mere reading and can interact with reading your library in person. Just as you might have a sugges- h c e materials. For example, they can check out and reserve tion box at a physical branch, patrons can make comments T ary books from the catalog. They can read e-books online. on blog posts at a digital branch, or they can send a ques- br They can listen to and download audiobooks. They can tion via e-mail, text message, or instant messaging. At a Li read, browse, and search for periodical articles. physical branch, patrons can reserve materials and par- 8 Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King ticipate in library programs. At a digital branch, patrons The Digital Branch Allows a Choice can subscribe to parts and pieces of your content using RSS feeds or attend a virtual book club using a forum The coolest thing about a digital branch is that you give you have created. your patrons a choice about how they interact with you. For instance, they can go to the library by simply visiting your website. Or, through tools like RSS feeds or outpost Real Community sites like Facebook, they can have the library come to The concept of community is crucial to any library. them. That’s something a traditional library model really Without a community to serve, a library has no reason can’t duplicate. to exist. In a physical library building, your patrons have many ways to interact with library staff and each other, thus continuously building the reciprocal relationship What’s Next? between the library and the community. At your digital branch, they can do many of those same things: The rest of this issue is devoted to examining how to build a digital branch and how to turn your current website into • People can hang out there. Patrons can hang out a digital branch. I plan to touch on quite a few things, at the library’s digital branch by frequenting blog including these: comments, by friending and then interacting with the library on social networks, or by attending book • Gathering information—how to collect the back- clubs and visiting forums. ground you’ll need before deciding what to build • The digital branch is a real place to attend meet- • Planning—how to use the gathered information to ings. You can set up digital-based meeting spaces. figure out what to build You can offer slideshows, share Google documents, • Building—how to build the site, including many or give a LiveMeeting presentation to your local details to consider and decisions to make business users and teach them how to use a hot • Preparing for interaction—how to decide what new business resource owned by your library. You types of content and interactions you digital branch can also set up video or screencast tutorials or hold should include an event in Second Life. • The digital branch is a real place to interact with library staff. This is also a type of community activ- ity. When patrons walk up to the reference desk to Notes L ib ask a question, they are playing an active role in ra r the library’s community. This can happen digitally 1. Dan Lester, “Please Help SLJ: Milestones in Library y T via blog comments, IM, and text reference services; Technology,” Oct. 5, 1999, WEB4LIB, http://lists.web ec h comments and discussion groups in social networks; junction.org/wjlists/web4lib/1999-October/028842.html no and more casual questions via a status update ser- (accessed June 20, 2009). log y vice like Twitter. 2. “World Wide Web,” Wikipedia, http://en.wikipedia.org/ R e wiki/World_Wide_Web (accessed June 20, 2009). po r ts w w w .a la te c h s o u rc e .o rg A u g u s t/ S e p te m b e r 2 0 0 9 9 Building the Digital Branch: Guidelines for Transforming Your Library Website David Lee King

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