1. Sobek for Curators and Collection Managers Training Four: Curator Tools and Outreach Laurie Taylor, Mark Sullivan, and John Nemmers December 2013 University of Florida George A. Smathers Libraries Sobek image created by Jeff Dahl and is shared under the GNU Public License

2. Sobek for Curators and Collection Managers Training Series 1. Introduction to SobekCM's Capabilities 2. Submitting and Editing Resource Files and Metadata 3. QC Online and Serial Hierarchy 4. Curator Tools and Outreach http://www.youtube.com/user/sobekcm

3. Overview Introduction to SobekCM’s Curator Tools for integrated digital and physical collection activities, specific tasks and tools, and far reaching connections: Managing Collections – Editing home pages, changing images, adding child pages/ collections – Controlling the overall look, feel, and behavior of your collection Managing Projects & Project Portfolio Management Next Steps – Outreach, evaluation, integration with teaching and research, and more!

4. Agenda 1.Introduction to the SobekCM Curator & Collection Manager Tools 2.Project and production management using the SobekCM Curator & Collection Manager Tools 3.Using the SobekCM Curator Tools for Holistic Collection Management Concerns 4.Tools and More: Considerations for Digital Collections and Curator and Collection Manager activities

5. Introduction to Curator and Collection Manager Tools

6. Introduction to Tools Managing the collection online: – Review of tools and features for specific needs and changes: how to edit home pages, change images, add child pages or collections, etc. – Overall review for generally controlling the look, feel, and behavior of your online collection

7. Project & Production Management

8. Production/Curation Concerns Born-Digital Harvesting & Ingest Managing Mixed Physical-Digital Collections Connecting your collections with relevant materials in the IR@UF (e.g., theses and dissertations, etc.)

9. Production Management Tools Production management with the SobekCM Curator and Collection Manager Tools: – Private Items – Item Count (with items in each area) – Printing tracking sheets

10. Using the Tools for Holistic Collection Management Concerns http://ufdc.ufl.edu/AA00017119/00019/allvolumes

11. Using the Tools… Using the SobekCM Curator Tools for Overall Collection Management Concerns: – Using the tools for integrated digital and physical collection management – Using the tools for outreach, promotion, and evaluation Resources: Usage statistics, new item RSS feed, new item list Need: Creating outreach and promotion materials Need: Assessing activities, establishing evaluation criteria

12. Tools and More: Considerations, Opportunities, Methods, and Resources for Curators

13. Considerations & Opportunities Care and feeding of your digital collections through integration and aligning with overall collection management goals. Collaborative Collection Opportunities – New Digital Collections – Thematic, Curated Collections & Scholarship Projects – Exhibits and Digital Collections

14. What You Do With It: Digital Humanities Freedom Summer (growing collection holdings; improving usability/discoverability) Planters’ Punch Radical Women in Gainesville (internship project creating a collection, exhibit, news release) NewspaperCat Diaries of a Prolific Professor DOCC (Distributed Online Collaborative Course) DH Projects @ UF (a brief list): http://library.ufl.edu/DigitalHumanities/UFDigitalHumanitiesProjectshttp://library.ufl.edu/DigitalHumanities/UFDigitalHumanitiesProjects

15. What to Do With It: Integrating with Courses & Teaching UF Online Courses: UF residential student online courses UF Online, online-only students: http://handbook.ufonline.ufl.edu/ http://handbook.ufonline.ufl.edu/ UF Residential Courses: Internships Bibliography courses Collaborative library+subject faculty (History Lab, DOCC) Teaching Department +Library (Preserving History)

16. What to Do With It: Instruction & Outreach Presentations & Workshops Live instructional sessions and workshops Webinars for worldwide attendees Resources Webinar examples and templates: http://ufdc.ufl.edu/ufdchelp/results/?t=webinar%20template http://ufdc.ufl.edu/ufdchelp/results/?t=webinar%20template

17. How to Do It: Collaborative Opportunities – Growing collections and creating digital scholarship projects through collaboration Partner Institutions Endorsing students, scholars, and other collaborators and colleagues for rights to your collections Supporting internships – New Opportunities Sharing ideas, staying connected: SobekCM User Group Data Curation – Researcher Data, http://ufdc.ufl.edu/ltrstudyhttp://ufdc.ufl.edu/ltrstudy – Purchased, existing in-collection data, GIS sets (IP restricted)

18. How to Do It: Promotional Planning Create a promotional plan for full approach, and prepare for opportunities to arise. Planned: Announcing new projects and planned milestones Activities promotion and doing outreach for bigger picture connections in relation to collection development goals/plans Tactical when Opportunities Arise: Unplanned: promoting new items and milestones Finding opportunities by checking usage statistics, new item loads, RSS feeds

19. How to Do It: Assessment Planned – Surveys – Usability Studies Tactical and as opportunities arise – Evaluating usage statistics – Review of patron inquiry and feedback emails Resources – http://ufdc.ufl.edu/ufdchelp/results/?t=%22user%20survey%22 http://ufdc.ufl.edu/ufdchelp/results/?t=%22user%20survey%22 – http://ufdc.ufl.edu/l/ufdchelp/results/?t=usability%20report http://ufdc.ufl.edu/l/ufdchelp/results/?t=usability%20report

20. How to Do It: See the Big Picture Plans Collection Development Plan Promotional Plan Instruction and Course Integration Plan Assessment and Evaluation Plan Collaborative plan: Project Charter Resources: – http://ufdc.ufl.edu/AA00017119/00015/pdf http://ufdc.ufl.edu/AA00017119/00015/pdf

21. Why Do It: The Big Picture Collection Management: development, promotion, assessment, and other goals New opportunities: collaborative, innovative, transformative, bringing things together (simplifying, integrating, etc.)

22. What Do You Need to Do It Next steps: – What trainings (project / project portfolio management; project planning)? – What supports (SobekCM user group)? – IR@UF: what contents that should be in your collections? – What types of research and teaching (and other) collaborations do you want?

23. Questions?

24. FOR MORE INFO: Contacts: Mark Sullivan ( marsull@uflib.ufl.edu ) Laurie Taylor ( laurien@ufl.edu ) John Nemmers ( johnemm@uflib.ufl.edu ) SobekCM Discussion Group: https://groups.google.com/forum/ #!forum/sobekcm-discuss These slides and webinars: http://ufdc.ufl.edu/IR00003545marsull@uflib.ufl.edulaurien@ufl.edujohnemm@uflib.ufl.edu https://groups.google.com/forum/ #!forum/sobekcm-discuss http://ufdc.ufl.edu/IR00003545