Information Professional

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So you want to be a library freelancer?

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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.

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…

How to explain academic publishing to a five year old

 

Last week I tweeted a cow-based academic publishing analogy in response to the prompt in the title, and the replies and quote-tweets extended the metaphor so gloriously, so creatively, so bleakly and hilariously at the same time, that I’ve pulled my favourites together below.

Here’s the original tweet:

Before we get into the epic farm based explainer, take a look at this excellent, cake-based alternative:

(It’s worth clicking on @DevilleSy’s original tweet to read the other replies to it, which are excellent.)

So, to the farm.

Someone asked me to explain who is who in the metaphor, so briefly: the cows are the researchers, creating academic outputs, peer-reviewing them for free, and the farmer is the publisher. He’s not even milking the cows, they are self-milking. The weakest part of the analogy is ‘the cows paying the farmer to take away the milk’, which lots of people have picked me up on - I know it doesn’t happen a lot of the time, but there are often costs associated with publishing an article. You might need permissions to use an image (author pays), colour printing costs (rare now, but author pays) there are predatory pay-to-publish journals (author pays) or legit-but-still-charging-you-some-money journals with submission or membership fees (author pays) - and there are Article Processing Charges (author or their grant / institution pays, an average of over 1,400 Euros a time according to this 2018 article).

I am, of course, hugely in favour of Open Access. The cow is paying the farmer but at least the farmer isn’t then charging the cows a second time, and all cows (and even animals who don’t live on a farm at all) can get to the milk whenever they need it. But speaking as an academic librarian, I know that libraries are paying just as much or more for journal and database subscriptions as we ever were, AND Universities and authors are paying APCs as well. So we’re getting there - but the farmers sure are making a lot of cash in the meantime…

Talking of OA, let’s get back to some choice Dairy metaphor continuations with one of my absolute favourites:

Some people picked up on the role the cows themselves play as peer-reviewers - if indeed the milk even gets that far:

That last one! Amazing. Not to mention the fact that the peer-review process often leads to milk being poured away entirely, or kept for so long before being available that it goes off:

Then we get to the fact that despite the best efforts of peer-review, academic publishing is a market, and quality is by no means the sole (or main) driver or which milk gets consumed.

Not all milk is treated equally.

Is there a vet in the house? Because some elitist cows just got burned.

What about that whole murkly business of recycling the milk into ‘new’ milk?

Fair warning, it gets especially bleak now… We turn to the subject of the cow who can’t produce enough high quality milk.

Ooof. On a happier note, one of my favourite tweets is this one from my colleague Anthony. I can’t believe how many Likes this got because it relies on a detailed understanding of obscure and rarely used subscription models based on the number of students on modules…

There was a reminder to sign up for ALCS royalties (if you’re in the UK); I did this with my own book and would highly recommend it.

And there are loads more great replies and quote-tweets but quite honestly I’ve lost control of my Mentions for now! Some people University presses took offence at my tweet and I apologise to them; it’s a glib tweet designed for a five year old so it didn’t go into much nuance… Lots of publishers do great work. They’re not all like the ones we’re looking at through this ultra-cynical lens.

One tweeter suggested my analogy was a ‘wonderful pastiche’ of ‘every dumb hot take on publishing’. That tweet was from… a publisher.

Anyway, thanks to everyone who chipped in - there’s a certain gallows humour approach to dissecting this whole system, which we’re all complicit in, and I really enjoyed just how far the cows-and-farmer take on things could go.

The cow pic in the Header is a CC0 image from Pexels.

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Using screencapture software to make next-level PowerPoint presentations

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I normally record talks I give at conferences, using my phone in my jacket pocket. I have a strict 'no critiquing myself during the talk itself' rule, so the recording allows me to listen back afterwards and pick up on things that I'd want to do differently next time, or things that worked well etc.

In the past I've also put a video up on YouTube, using Camtasia to record me moving the slides along with the audio of my talk at the LIASA conference in Cape Town. I don't think this worked that well because there was simply too many long periods where nothing changed on the screen - in real life that was fine because the audience looks at the speaker, but in a video - a visual medium after all - it just feels a little inert and uninteresting.

So for a recent talk I decided to try and make a version of the slides that would work as a proper video. I spoke at the CILIP PPRG Conference in January (more on that in a previous post) about our UoYTips marketing campaign - York won a Bronze Marketing Award which I was picking up at the event. I delivered the slides and recorded the talk in the usual way, but then set about creating a new version of the slides that had much more going on visually. The actual slides are here, if you're interested, and here is how they evolved for the video I came up with:

Now I've done this, I'm wondering why I can't just do more visually exciting slides anyway? This doesn't have to be just for YouTube. I've always wanted to use video in presentations more, and it's surprisingly easy to do as it turns out.

The tools

To make the video above I used three bits of software. PowerPoint, obviously, for the slides. Audacity to edit and play the audio (this is free). And Screencastomatic for both the screen-capture videos within the slides, and the overall screen-capture of slides plus audio you can view above. Screencastomatic is a great tool, which I found much easier to use than Camtasia. It's quick and intuitive. It can be used for free, but in order to record videos of more than 15 minutes, and record PC audio, you need the pro subscription - this costs 12 quid year which is pretty great value, I reckon.

Here's what the Screencast-o-matic interface looks like:

too.PNG

It's very easy to redraw the box around the exact part of the screen (or all the screen) that you want to record. You can pause and restart. You can also record PC audio as you go, or narrate into a mic. As you can see it gives you the option of recording from webcam at the same time if you wish, which happens in a smallish box at the top right of the screen.

It's really easy to use.

The techniques

In the video above there are a number of techniques (perhaps that's too grand a word!) employed to suit different types of information.

  • Actual video recorded on my phone. (This happens about 25 seconds in.) I recorded a video in the usual way, emailed it to myself, and went to Insert Video in PPT. You can make it full screen, or you can overlay the branding / visual identity from your PPT over the top. I think this is crucial to how easy this is to do - the video can effectively be the background of the slide, just like an image can. You then overlay it with text, shapes, images etc as normal.

  • Screencasting Google Earth. I really like this one, which happens here. How to have something dynamic on screen while I talk about the University of York? Type it into Google Earth then press record on the screencasting software, and return on Google Earth. It zooms all the way in and then, delightfully, spins round the building you've chosen for a bit. I'm going to use this in library induction sessions in the future, for sure.

  • Using gifs. There's a couple of examples of this, but here's the most interesting one. It starts off as a regular full-screen image, and then I used animation to first of all drop the text on top of the image at the appropriate time, and secondly to trigger the gif video beginning (having downloaded the gif from a gif site, and saved it as a video).

  • Regular PowerPoint animations and transitions. There's a few moments where things are added onto the screen one-by-one as I mention them, and there's this very long fade transition between two slides

  • Videos of websites instead of screengrabs of websites. There's an example here, and another example here. In the talk I just showed a screenshot of the thing I was talking about, but here it's a 15 second video of the site being used, which is much more interesting. I'm definitely going to reuse this technique.

The drawbacks

Really the only two drawbacks are that it takes time, and it takes space.

Of course, recording a clip on a website in use takes more time than just a screenshot, but it becomes surprisingly quick. Perhaps a minute to set-up, record and save / export 20 seconds' worth of screen-capture, so not too bad at all.

In terms of space - the videos are MP4 files and pleasingly small. Most brief captures were under 1 meg. The 22 second-long Google Earth zoom right at the start of the video was 12 meg. The overall final file - a 20 minute video capturing the whole thing, was 99MB. Video files are so huge, I think this is pretty reasonable.

So, I'd recommend giving this a try. And if you create a presentation with video and upload it anywhere (or you've already done this in the past) leave me a link in the comments...

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How important is library branding? And other marketing questions...

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Ahead of Internet Librarian International, where I'm running a workshop next week, I had an interesting chat about marketing with Caroline Milner. The Q&A is reproduced below because I thought there were some good questions!

What are the biggest challenges libraries face when marketing their services?
There are so many! A big one is that we have so much to offer - we're complex organisations, but complex marketing messages rarely work. So how do you boil down what we do into messages people can easily understand, without dumbing down? And not just understand our messages, but see how we fit into their lives? Another problem is constantly battling against the wider narrative that libraries are irrelevant or dying. Library use is astronomically huge when you compare it to other cultural activities, but I bet 99% of the public wouldn't guess that.

And of course, a major disadvantage libraries face is that most of us have little or zero budget for marketing. Everything we cover in my workshop costs time, but almost none of it involves shelling out actual cash, because for most libraries it's just not an option readily available to them.

How important is library branding?
It depends how you interpret branding... I don't think branding as in visual identity as important as other people say it is.

It's not that it isn't good to have great branding, it's that there are so many other things we need to get right before the branding becomes key from the user's point of view. If your message is simple, clear, focuses on the benefits, and has a good call to action, but looks average, that will be 20x more effective than most library marketing even if the branding is perfect on all those other examples. It's the message, and its relevance, that matters to the users.

The library branding should reflect the library brand. It should communicate who you are. It should help users identify us and remember us. Beyond that, the exact logo or colour scheme is really not that big a deal. The people who say it is are often (not always, but often) the people who make money as branding consultants.

What about the interaction between marketing in the physical space, and marketing online?
Library marketing works best when the two go hand-in-hand. You want people to see the same key message more than once. The online marketing should hook them in, but the messages in the building should reinforce those messages and deliver on the promise. People need to be reminded of the same things in different contexts.

How much emphasis should library marketers place on social media?
Loads and loads. It's hard to talk in general terms - for example, social media for a Law Library that almost exclusively markets to the Law firm it is attached to is less vital than social media for a public library trying to reach thousands of people in a geographical area. But for most libraries, social media was the last great marketing silver bullet. It was the last big thing we could do that completely revolutionises and improves our communication with users. From now on it's really all about making several small changes to affect greater results.

Don't get me wrong, social media can't exist in isolation. It's not as simple as just being on all the latest platforms and posting about the library. But used strategically in conjunction with other channels, it can be hugely productive. It suits libraries really well.

What about involving stakeholders – getting their buy in, and their active support? 
We mustn't forget to market upwards - an absolutely key stakeholder for libraries is the person or group who holds the purse-strings, or who decides on the future of the institution. We need to talk their language, and communicate how what we're doing with the library aligns with their aims. 

More generally, the stakeholders are our key user groups, and those groups are everything. Not just in helping you spread the messages - word of mouth marketing is the most effective marketing of all - but also understanding what those messages should be in the first place. Understanding the different segments of your audience, and tailoring the communications to each group accordingly, is a huge part of what we cover in the workshop. A small amount of marketing segmentation goes a long way.

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A short post on preparing short presentations (for short time-slots)

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This is a good question, something I've answered a lot in workshops but never blogged about. So here's what I think is really important about prepping short talks with PowerPoint presentations:

  1. Create the number of slides you think you need, then get rid of a couple! The time just rushes past in short presentations, so when it comes to your PPT (or whatever else you're using) you almost always need less than you think. Five slides for a 15 minute presentation may often be enough.
  2. Simplicity is never more important. Simple slides are better anwyay (image-rich, a little text as possible, no bullets) but are especially vital when you only have a very short window in which to convey your information. The messages need to stick, so make them easy to understand and support them with relevant images.
  3. Signpost to more detailed information. Have a blog-post already published which goes into more detail than your 15 minutes will allow, and use a customised bit.ly URL to share the post in an easy-to-remember link at the end of your talk.
  4. Structure is still important. Audiences find structured presentations easier to remember and understand, even for very short talks. So try to have a beginning, a middle, and an end clearly signalled (both in what you're saying and in your slides)
  5. Consider doing a 20:20. A 20:20 (also known as Pecha Kucha) technique involves having 20 slides, each of which automatically moves on after 20 seconds. These are acually really fun to do (the trick is to keep talking rather than stopping to wait for the slides to catch up) and force a real discipline in terms of the economy of your delivery. A 20:20 takes just under 7 minutes and it's amazing how much you can cover in that time if you practice. (I know point 5 directly contradicts point 1, but the approach is SO different with Pecha Kucha it's a whole different ball-game...)