So you want to be a library freelancer?

10 years ago today I did my first ever freelance work. It was for the Latvian Ministry of Culture (of all people!) and within 12 months I’d run workshops for the Bodleian, then UKeIG, then the British Library, all of whom I still run workshops for a decade later, and I was off. I went down to 90% in my day-job and started doing a day of freelancing a fortnight, and I’ve now done over 270 workshops in 16 countries for 78 different organisations.

I absolutely love it. A decade of doing it is as good an excuse as any to write about it so for anyone who’s interested here’s what I’ve learned along the way.

The freelance work benefits the day-job, and having a day job benefits the freelance work

I am constantly bringing to my day job things I’ve learned doing freelance work. The analytics apps my library uses for social media, the PowerPoint techniques used to create our Induction slide decks, the campaign structure we use for our marketing - all of these were researched / developed for training and then adapted for my work place. There’s no better way to keep on top of new developments in your field than to have to know enough about them to be able to train others! So for example, when it comes time to make a video for the library there’s several apps or programmes I know how to use - because in order to include something in a workshop I always have to have used properly it myself.

It works both ways though; the day job feeds into the workshops. It grounds me in the reality of working in libraries with all the constraints that involves. Feedback I get a lot after workshops is ‘it’s so nice to have someone talk about marketing who actually works in our industry so knows what we can and can’t do’. Working in a library 4.5 days a week is extremely useful for the training that happens in the other half day.

The creation-to-delivery ratio is bonkers and not in a good way

I have a selection of workshop outlines which I adapt for each session. There’s three broad categories - strategic marketing, social media, and presentation skills - with variations. Each of those took hours and hours and HOURS to create, and then I usually spend an hour or two tweaking content and making improvements for each workshop.

Sometimes people will ask me to run training on a topic I’ve not done before, and I almost always say no - because to make 3 hours’ of content for a half-day workshop takes at least 12 hours. Planning structure, outcomes, creating slides, planning tasks and activities, writing the booklet - there’s at least a 4:1 ratio of creation to delivery. So if you take on a workshop or training gig, make sure you book in a LOT of prep time if it’s something you’ve not done a version of before.

That said, I always tweak the sessions. I’ve almost never delivered the same set of slides twice - there are always new ideas or improvements to incorporate. Sometimes I get people coming - deliberately! - to versions of sessions they’ve attended with me before, and in those cases I’m always relieved that there’ll be new content for them…

It’s lovely to build relationships over many years. One of the things I’m most proud of is that 39 of the organisations I’ve worked with have invited me back!

The orgs I've delivered most sessions for

My relationships with the Bodleian, LIEM, the British Library, NEFLIN, PiCS and UKeIG go back years and years now, I really value that. And speaking of relationships…

The best thing about librarianship is librarians

Libraries are great, but the people who work in them are better… The community is certainly not without its issues, but in general I find it to be supportive and great at sharing. Especially in the age of zoom workshops, one of the things I love is how much knowledge the participants share with each other - everyone, including me, learns from everyone else.

One of the very best things about freelance work has been the opportunity to travel. Four of the countries below I have only worked in virtually, but the rest I’ve been fortunate enough to visit for work, and librarians are fantastic the world over.

Workshops by audience location (excluding England)

(Includes online)

Flexibility and interaction are everything

Interaction is what makes workshops feel alive and exciting. An audience full of questions and comments is just the greatest thing, and as a trainer I thrive off the energy that comes with it - and it’s lovely to know the workshop is really covering everyone’s specific needs because we’re discussing them. Sometimes groups really have to be convinced that you want interactivity, so re-emphasise it a few times both out loud and on the screen with specific prompts. I’ve done 144 in-person sessions and 128 online - the Chat is absolutely brilliant in online sessions, and I really enjoy getting to hear even more from delegates - tips, advice, examples, questions - than I do face-to-face.

Flexibility is absolutely essential for long training sessions. A session running from 10am - 4:30pm has so much potential to be elastic in terms of timings, so it’s worth being ready to change things on the fly. I usually put in more slides than I think I’ll need, then go into the slide-deck and hide material as I go along depending on how much discussion there is and what people want to focus on - then share the fuller version of the slides with delegates afterwards so they can still see the extra content if they’re interested.

You do not have to do things the way you’ve seen them done before

I can’t stress enough how it’s worth starting with a completely clean slate when building a training session. You don’t need to use post-its, or break-out rooms, or group discussion and a nominated person feeding back, just because they all get used a lot. You can, of course! But choose each activity because it best suits the work you’re doing and the delegates in that moment, rather than because it’s the sort of thing that normally happens...

I’m genuinely honoured to have worked with all these organisations below. If you’ve ever come along to a workshop thank you so much for attending, and if you asked questions or made comments thank you for that (and if you didn’t that’s fine too!), and I really hope you found it useful. I’m looking forward to seeing what the next decade brings.

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If you’ve made it this far, thanks for reading! And by the way, the Instagram series that was previously running on this blog in 2022 WILL return next time I post - we’ll be talking about Stories: what they are, why they’re important, and ideas for how to use them well…

Book Takeaway and User-Focused Delivery

Having not presented at a conference for two and a half years, I recently presented at two in a week!

In June I wrote about the Rough Edges and Risks talk I did on library social media for a UK event; a couple of days later I presented on my place of work’s user-centred response to the pandemic, for a US event: NEFLIN’s conference. Because of my incredibly unreliable blogging schedule, it’s taken me two additional months to write about this one…

First off here are the slides.

Book Takeout and User-Docused Delivery from Ned Potter

For this presention I was specifically asked to talk about University of York Library and the things we’ve done since March 2020. The slides above detail our Book Takeaway service, social media response, study space bookings and many other things in a timeline.

I’m incredibly proud of York and our response - the trouble with writing or talking about it is it just sounds like platitudes. ‘Incredibly user focussed’ is such a buzz-wordy phrase but that’s what we were and are. I enjoyed the chance to talk about the way in which we managed to deliver some amazing services during the height of the pandemic, whilst still prioritising staff well-being - it CAN be done.

You can see the presentations from all previous conferences on the Past Talks & Workshops page.

The key to good library marketing is *campaigns*

The title of this blog post is the opposite of click-bait: it says everything. It's the tl;dr not just of this post, but of successful library marketing per se.

One-off marketing almost never works, because people seldom act on a piece of marketing the first time they see it. When you see an ad, even a good one, you don't rush out and buy / do the thing right away. If you have Netflix for example, think about when you got it. Was it the first time you saw an ad? Or did you become more and more aware over time, and then eventually circumstances were right and you signed up?

In Library marketing terms we have to try and achieve the same thing. Build awareness over time of relevant services. Appeal to people at the right time. If we just push out lots of different messages all the time, this is too much information and its too dispersed - there's nothing for anyone to hold on to, and think 'this is for ME'. So 9 times out of 10 (at least) the successful marketing, the things which have impact and make a tangible difference to the Library, are in the form of campaigns. What does this mean in practice?

Campaign marketing consists of delivering the same message, tailored across different platforms, for a sustained period of time.

So your users see the message once, and they register it. They see it again somewhere else and they decide to act on it. And then perhaps a week later they see it again and that's when they change their behaviour, and do something they weren't going to do before. You need a week or two of focus on the same message to make that change happen.

Examples of great campaign marketing

I was at the PPRG Marketing Awards Conference last month, and the one thing which united virtually all the award winners was campaign marketing. You can see all the presentations on the PPRG website but here's some key examples.

Hampshire Library Services. Hampshire undertook a really comprehensive campaign to promote the free digital magazines service they had, which wasn't being used enough. You can view their Prezi here - it's well worth a look. Here's an example of their campaign visuals:

Hampshire Library Services campaign visuals, taken from their Prezi linked above

The key thing about these four ads is the visual style is so striking, you'd easily associate one with the other if you saw them seperately. So again, perhaps the first time you see the ad you think 'oh that's great, free magazines at the library!' but that still isn't enough for you to ACT. Then you see the second one and it reminds you of the first one, you associate the two, and it's the second push you need to go and actually download an e-magazine.

And downloading e-magazines is exactly what people did based on this campaign. Here's a key stat:

That's the thing about campign marketing: it really, really works.

Another great example was from Islington Library and Heritage Services. Take a look at the #islington50s slides here. They had a one-month campaign, with a set number of social media outputs each day, a clearly defined set of objectives, and both a library-user and non-library-user audience in mind.

Here's the slide on the impact it had:

Click the pic to open the entire presentation in a new window

I love the details that their Local History Centre was rushed of its feet as the impact of the campaign spread through the community!

The final example is local to me - York won a bronze award for our UoYTips marketing campaign. We ran our academic induction as a marketing campaign in 2016, and it worked so well we've built upon it for 2017. There are all sorts of reasons why we did this and why it worked - but again the key thing is, it was a campaign. Key messages over a concerted period of time. Here's a video I made that has the audio from my talk, plus a more video-friendly version of the slides:

Or if you'd prefer, just the original slides...

Running Academic Library induction as a marketing campaign from Ned Potter

Next steps

If you want to run a campaign, here are some things to think about.

1. Your campaign needs to be the primary focus of your comms for a concerted period of time. It doesn't mean you don't talk about anything else, just that you keep talking about the subject of the campaign
2. The same message needs to go out across multiple platforms, but it may work better when tailored for each - you wouldn't neccessarily use the same phrases, words or images for twitter, an email, a poster on the Digital Screens, and Facebook
3. A strong call to action is important. It's not enough just to pique people's interest - they need to know how to easily take the next step to engage with your campaign (visit a website, come to an event, fill in a form, whatever it might be)
4. Don't just measure outputs (tweets, posters etc) but outcomes - what happens as a result of your campaign? This takes time but it's worth it because you can build on what works

Should librarians be travelling to the United States?

There’s been plenty of debate in the academic community over whether or not people should boycott the US under the current administration. The Guardian has a piece on it, Inside Higher Ed has a longer piece on it – American Libraries Magazine references the academic boycott but adds nothing about librarians doing the same thing. I’ve not seen much on this topic from an information-professional point of view. Maybe that’s just because we don’t travel around as much as academics – but seeing as the current US Government will, if there’s no kind of intervention in the meantime, probably be in charge for at least 8 years (Trump is tweeting about ‘voter fraud’ not because any part of him believes it’s an issue, but because it needs to be seen as an issue to justify what he does next – and what he does next will inevitably make it harder to get rid of him, via voting reforms) then it’s bound to come up for a bunch of librarians at some point.

I had accepted an invitation to give a keynote at a library conference in the US this year. It was arranged a long time ago, before Trump was voted in. Since his first week in office I’ve been agonising over what to do about this. I really want to go and do the talk. I’ve found a way to do the talk without breaking my ‘no more than 2 nights away from the kids’ rule. I know some info pros have done so many keynotes that they no longer get worked up about them, but I’ve done three keynotes in my life and still find it incredibly exciting; it was a huge honour to be asked. I’ve worked with the organistion running the conference and I love working with them, have loved interacting with their members. And when a country is under increasingly fascist rule from a President the majority didn’t vote for, you don’t want to turn your back and leave them isolated – you want to stand with them and support them. I wanted to go and talk with a group of librarians who, in all probability, feel exactly the same way about the current political happenings as I do.

However. Trump’s presidency is, in my view, the worst thing to happen to the world in my lifetime. I am so sick of looking at groups of extraordinarily wealthy middle-aged white men sitting around celebrating signing away the rights, prospects, livelihood, health and future of anyone who isn't essentially just like them. Pretty much everything the current administration has done since taking over is abhorrent. So to visit the country for work would seem like a tacit acceptance or legitimising of the regime. Somewhat analogous to visiting South Africa under apartheid. And in all honesty, I’ve been worried about getting in. Applying for a visa is complicated enough, but I’ve now read countless reports of people either getting turned away or interrogated at length, having their phones confiscated, and so on, including an author who was entering on the exact visa I’d be coming in on, to do more or less the exact same thing I’d be doing. So all in all, I felt conflicted.

I asked a handful of people I really respect, both inside and outside librarianship, what they’d do. They pretty much all said I should go (except for two people, one of whom, Myron, wrote this piece about it). There are lots of compelling arguments for going, not least standing with the librarians in the US. Going into Trump’s domain and speaking out against him from within. Plus the thing that came up time and again was: nothing good comes from NOT going.

The Guardian piece linked above puts it like this: “The crucial question to be answered is: what would such an action achieve?” The thing is, I don’t agree that this IS the crucial question. The crucial question is, is it the right thing to do? I'm usually quite pragmatic but it’s not JUST about cause and effect. Do the right thing because it’s right, not because of the impact it may have. And for me, the crucial aspect of the crucial question is really this: should I as a white non-Muslim man use the accidental privilege of being born in the right place to visit a country that others can’t get in to? And the answer is, no I should not. I cannot. Were it not for the travel ban I think I’d be persuaded by the arguments for going, but as it is, in the same way I wouldn’t avail myself of a business or eatery that wouldn’t serve others based on their skin colour or religion, neither can I enter a country others can’t.

Laura Woods wrote a great piece comparing US conferences with UK conferences, which chimed with a lot of my experiences. At the end she says “I would not judge a fellow professional for deciding to travel to the US” and that’s how I feel too, but I can’t quite get to the bottom of why I wouldn’t judge someone… I know that if people have to go for work – as in, they’re expected to go by their employer, rather than my situation where I’d be going in my own time – then it’s totally understandable to still go. And I know US Conferences are, as Laura details in the post, basically amazing, and hugely enriching experiences. I'd hate for new professionals to miss out on the amazing ECCA award from the SLA that I benefitted from back in 2011.

So, I don't feel like I have the answers here. I know there's a line for me personally in my particular circumstances, and the current US administration have put me way past that line. But I don't feel it's all so clear-cut as to be able to declare 'none of us should be travelling to the US', by any means. I hope that at the very least, every info pro with an opportunity to visit the US has the conversation with themselves over what to do, and I hope they find it easier to find the right answer than I did… And if, like I did, you find yourself wrestling with the ridiculousness of reducing a global catastrophe to your own moral dilemmas around travel, don’t be too hard on yourself – we all have to deal with these things as they impact on us, whilst acknowledging that of course they impact on millions of others to a far greater extent.

UXLibs II: This Time It's Political

I'll never forget #UXLibs, for reasons beyond the excellent content and camaraderie pic.twitter.com/u6KQfo10os

— Emma Thompson (@LibraryEmma) June 26, 2016

At 9am on Day 2 of the UXLibs II conference, 154 information professionals sat in a large room feeling collectively desolate. I don’t want to be glib or melodramatic but the feeling of communal sadness at what had happened in the EU Referendum overnight felt to me akin to grief, like someone close to the conference had actually died the night before.

Was there anyone present who voted Leave? Possibly. But it seemed everyone was devastated. There were tears. UXLibs is, as Library Conferences go, relatively diverse (although it's still something we need to work on), not least because well over a third of the delegates - 60 this time around - are from outside England. Our North American and Singaporean friends felt our pain, our European friends were sad our country had chosen to leave them, and for the Brits it was already clear what an omnishambles the vote had caused.

The committee had met for an early breakfast to process how we should proceed. We agreed on two things: first that however we all felt, organisers and delegates had to deliver the best possible conference experience in the circumstances; and second that this was not time for neutrality. (In fact I was talking to Lawrie Phipps from JISC a little later that morning and we agreed that perhaps if so many libraries and educational institutions generally weren’t so neutral by habit, people might have a better idea of when they were being systematically lied to by politicians.) Conference Chair Andy Priestner was due to open the conference: say what you want to say, don’t hold back, we agreed. There had been a lot of jokes the day before - humour is an important part of the UXLibs conference as it leads to informality, which in turn most often leads to better and deeper communication, proper relationships – but there would be no attempt at making light of this. Don’t gloss over it. Don’t be glib. Don’t be neutral. But do be political.

So he was. You can read Andy’s reflections on his opening address here, and this is what he said:

“Today is not a good day.

I’ve worried for several months about this moment in case unthinkably it might go the way it has gone. I am devastated. Everyone I speak to is devastated. This is a victory for fear, hate and stupidity.

But as Donna said yesterday when describing her experiences in Northern Ireland – ethnographers have to get on with it. WE have to get on with it. Perhaps it’s a good thing that we will all have less time to dwell on what has just happened. Perhaps it’s good that we’ll be busy.

What I do know for a fact is that we have to be kind to each other today however we might feel. Let there be hugs. Let there be understanding.

For me one of the most precious things about UXLibs is the networking and sharing we enjoy from beyond the UK. The collaboration across countries, the realisation that despite the different languages, cultures and traditions that we are all the same and can learn so much from each other.

But it’s too soon to be cheerful. It’s too soon for silver linings.

Today is not a good day.’”

I was proud of him.

And then Day 2 happened, and I was proud of EVERYONE. What an amazing group of people. Shelley Gullikson put it like this:

“Last year I said that UXLibs was the best conference I’d ever been to. UXLibs II feels like it might be the best community I’ve ever belonged to.”

Everyone found a way to help each other, support each other, make each other laugh, and work together – after Lawrie’s keynote the first thing on the agenda was the Team Challenge so no one could spend any time sitting in dejected silence, there was too much to do… Collectively everyone not just got through the day but made it brilliant. It wasn’t a good day overall – a good conference doesn’t transcend political and socio-economic catastrophe. But it was the best day it could possibly be.

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I attended the first UXLibs conference in 2015 and I was blown away by it. It felt like the organising committee had started from scratch, as if there were no legacy of how a conference should be, and designed it from the ground up. They kept some elements, the ones that work most, and replaced others with new and more engaging things, especially the Team Challenge. It was the best conference I’ve ever attended.

The follow up, UXLibs II, had something of an advocacy theme – as I put it in the conference, if UXLibs I was ‘how do we do UX?’ then UXLibs II was ‘how do we actually make it happen?’. As communication and marketing is something I do a lot of work around and, as Andy so kindly put it, he wanted to see if we’d actually get on and not hate each other if we worked together, I was invited to join he and Matt Borg as the main organising committee (although we had a huge amount of input from several other people in planning the event). This was in September last year; Andy and Matt had already been planning for a while and by October we had our first provisional programme in place.

Andy and Matt...

Matt and me...

I find organising events approximately three trillion times more stressful than speaking at them, and hadn’t got fully involved in putting on a conference since 2011 when I swore ‘never again’. But I couldn’t resist the chance to work with Andy and Matt because we are pretty much on the same page about a lot of things, but disagree on a lot of the details, which makes for an interesting and productive working arrangement. So, around 400 emails later, a couple of face-to-face meetings later, many online meetings using Google Hangouts later, we were in thestudio, Manchester for the event itself. At the end of the two days, despite the dark cloud of Brexit hanging over us, everyone seemed exhausted but fulfilled. We’d built the event around the community and what that community said it needed, and I think it worked. It’s a great community and I felt excited to be part of it – challenged, stimulated, and I’d echo the delegate who came up to me at the end and said she’d never laughed so much at a conference: it was FUN.

Several things made this conference different, for me, apart from just the content. There's the fact that all the delegates have to be active participants (they were 'doing doing' as I put it, somewhat to my own surprise and certainly to my own mortification, when introducing the team challenge), there's the mixture of keynotes, workshops, delegate talks and team challenge, there's the informality and fun but with the Code of Conduct to ensure people can work together appropriately, there's the fact we individually emailed 100 delegates from UXLibs I to find out what their challenges were so we could help shape the conference, there's the fact that 150 people got to choose which workshops and papers they attended, there's the blind reviewing process for accepting papers, there's the scoring system for the best paper prize that was far more complicated than 'highest number of votes' because different papers were seen by different sizes of audience... There's the fact there's less fracture and division than in most conferences: I truly feel we're moving forward together as a UX in Libraries community. There's the fact that the venue was not only excellent but had a trainset running around near its ceiling that you could stop and start by tweeting at it!

Turns out it's quite easy to avoid All Male Panel. What you do, conference organisers, is you don't put all males on the panel. (Pic by @GeekEmilia)

There's the fact that Matt made completely bespoke badges with individual timetables for all 154 attendees! I can't tell you what mine said (let's say Matt was experiencing some remorse at saying he'd do the badges by the time he got to 'P') but so many people commented on the good-luck messages he put in to all presenters for their slots...

For all who think THE UXLibs Conference is a jolly :) #UXLibs pic.twitter.com/KaThDgLQXQ

— Sonia Wilson (@sonia_wilson1) June 23, 2016

This is very cute :-) #uxlibs pic.twitter.com/CrpH3Zyxcb

— Rachel Claire Walker (@phys_librarian) June 23, 2016

So it was pretty great, overall, despite everything. Thank you everyone invovled.

UXLibs III planning has already begun.