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Author(s): William B. Edgar
Source: The Library Quarterly, Vol. 77, No. 4 (October 2007), pp. 385-408
Published by: The University of Chicago Press
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William B. Edgar2
Many scholars and professionals have noted in recent years that the United States
is experiencing a transformation to an economy based upon knowledge. However,
researchers have only begun to explore how the essence of such an economy, the
creation of wealth by organizations through their use of information, works em-
pirically. This study provides such exploratory empirical research. It uses concepts
from library and information science and strategy to build a theoretical model
describing the relationships between the selection activities of corporate libraries
and the competencies of their parent firms. The research results are testable state-
ments of a theoretical model. These reveal that the breadth and depth of the
parent corporations’ intellectual strengths are supported by corporate library se-
lection activity that is intense, moderately centralized, formalized, moderately spe-
cific, relatively open to user input, and highly automated.
Introduction
1. The author’s examination of corporate libraries began during his doctoral years under
the guidance of Marion Paris and Annabel Stephens. The author appreciates their en-
couragement to pursue these ideas. He also would like thank James Matarazzo of Simmons
College, along with Martin Fricke, Patricia Overall, Leslie Kent Kunkel, and Alex Bunz,
all of the University of Arizona, for their comments on drafts of this article.
2. School of Information Resources and Library Science, University of Arizona, 1515 East First
Street, Tucson, AZ 85719; Telephone 520-621-5220; Fax 520-621-3279; E-mail bedgar@u.arizona
.edu.
385
To develop this model, this study departed from earlier ones on corporate
library effectiveness in three important ways.
than $300 per journal article reading, to around $600 per book reading,
to approximately $1,000 per report reading. “These results have been
found to be remarkably similar from organization to organization and from
two national surveys. Savings across all professional groups and all types
of reading in an organization amount to a dollar value that is an order of
magnitude greater than the cost of acquiring and reading the documents
(about $37 for journals, $83 for books, and $77 for internal reports)” [8,
p. 15]. In their study, respondents said that 45 percent of readings resulted
in saved time or money [8, p. 29]. In contrast, this research emphasized
a higher level of analysis than the individual by examining an organiza-
tional-level intellectual phenomenon—the core competence.
Premises of Research
Therefore, in departing from these past emphases, this exploratory re-
search is based upon two premises. First, the internal professional activities
performed within corporate libraries, such as selection, both enable the
development and support the continuing existence of organizational-level
intellectual phenomena, known as core competencies. The activities do so
because the employees holding competencies use the results of these ac-
tivities, for example, library collections, to expand and apply these capa-
bilities as they perform corporate processes such as product development
or engineering.
Second, as core competencies are applied to operate corporate pro-
cesses, professional library activities will affect the products and services
that provide value to customers served by specific industries and economic
Literature Review
Ross Atkinson [49] uses the emphasis of Shearer and Wortman on mon-
itoring for materials and, as a result, identifying possible collection items.
Atkinson also emphasizes Katz’s concept of evaluating potential collection
items as to relevance once they are identified and Wortman’s idea of de-
liberately choosing among relevant items based upon the evaluation.
This research uses Atkinson’s synthesis and Edleman’s distinction: there-
fore, selection is defined here as a three-step process: monitoring/iden-
tifying potential collection items, evaluating and ranking them according
to some criteria, and choosing a cutoff point arising from the ranking
above which one or a set of items are selected.
Selection attributes.—Emerging from the performance of these selection
steps, the following attributes of selection activity were isolated for study
using selection literature: intensity, centralization, formalization, automa-
tion, specificity, and openness to user input.
Various organizations within the library field have proposed classifica-
tions having to do with collection depth. One, developed by the Research
Libraries Group, has six levels, from zero through five [47, 50]. At level
1, selectors choose only a few items, whereas at level 5 they choose all
items within a body of materials [47, p. 106]. In addition, the American
Library Association has published a classification similar to the one above
[51; 52, p. 85]. These classifications indicate selection’s intensity and the
relative and absolute extent to which a body of materials—as defined ac-
cording to specifically chosen characteristics of content—is actually se-
lected. As more such items are chosen, more selection decisions occur,
increasing selection intensity.
Centralization [53, pp. 186–88] of any activity, including selection, has
to do with the number of people who have power to perform the action.
The fewer people who have the power to perform the activity, the more
centralized it is said to be. In contrast, formalization [53, pp. 186–88] of
an activity is the extent to which an activity is governed in advance by rules.
The more some aspect of an activity is governed by rules, the more for-
malized it is said to be. For collection development activities, and especially
for selection, these rules are usually delineated in collection development
policies. Next, as mentioned above, Edleman [48] pointed out that content
items could be selected individually, in microselection, or in groups, using
macroselection. This implies the notion of selection automation, which
occurs as individual selection decisions bring multiple items of content
into a collection at once.
Specificity of selection involves criteria used to select content. There is
an extensive literature on which criteria can be used for either physical
or digital items of content [54–62]. These criteria can include the date
content was published, its topic, its author, its publisher, its quality, or its
language. The more characteristics used to guide selection, the more spe-
cifically a unit of content can be said to have been selected, and vice versa.
Finally, the sixth selection attribute examined here was its “openness of
selection to user control,” the degree to which selection decisions are made
by users of content instead of by professional librarian selectors.
Methodology
Sample
As mentioned above, the parent firms of these four corporate libraries
were chosen for their similarity in providing products and services related
to knowledge and computing. These products included switches, multi-
plexers, routers, transmitters, copiers, printers, scanners, and integrated
circuits; they also included services such as communication network plan-
ning, network design and implementation, and document management.
Procedures
For each of the firms studied, the data collection and analysis for this study
were done in four steps. As depicted in table 1, the first three procedures
were done to answer the study’s first research question. The fourth was
done to answer the study’s second and third research questions.
Content analysis.—Content analysis was applied to corporate documents
concerning the company’s products and services using the software pro-
gram Ethnograph 5.0. Content analysis was applied at two levels: manifest
and latent. Manifest content is the actual words and symbols making up
content, whether in physical or digital format. Latent content, in contrast,
is the content’s underlying meaning, which may or may not be easily de-
tectable solely by examination of content in its manifest form [63, p. 318].
Overall, 150 pages of documents across the four firms studied (approx-
imately thirty-five pages for each) were submitted to manifest content anal-
• The patents issued to the firm during the thirty years immediately
prior to the study were sorted by patent topic classification number.
This was done using the patent file provided by the data service Dialog.
• Within each firm’s patent set, the classes and subclasses within the
U.S. patent classification system having a large number of patents (i.e.,
more than twenty) were isolated.
• The different technologies, product/service classes, and skills asso-
ciated with the core competence were related to the equivalent iso-
lated patent topical classes and subclasses.
with many content items within the corporate library collection. Selection
intensity is the lowest in the development’s first phase, since there are few
items to select, and most intense in the second phase, as library selectors
try to choose content items as people within the firm learn the new com-
petence element, whether it represents a newly developing or a previously
existing body of knowledge. The respondents noted that the second phase
could last a very long time, even many years. By the third phase, intensity
diminishes because the content items have been selected to support the
competence’s new knowledge held by people within the firm.
This pattern had happened in recent years to several of these firms as
their core competencies expanded and deepened to include the core com-
petence-related discipline of computer science. It also occurred more re-
cently with the newly developing competence product/service subtech-
nologies of optical and wireless networking.
Model statement 2: Centralization.—The broader in scope a core compe-
tence is, the more decentralized the corporate library selection activity
supporting it will be, and the deeper in scope a core competence is, the
more centralized the selection activity supporting that competence will be.
Respondents generally agreed with this statement. For selectors, the
pattern involved decentralization of selection responsibility across under-
standings and skills of a core competence and then centralization of se-
lection to support specific understandings and skills. This was done es-
pecially to distribute the cognitive work required of selectors in the early
stages of selection—item identification—as they try to understand the vast
number of ideas usually covered in a core competence. An example was
the division of selection authority across the product/service classes being
supported—for example, switches, multiplexers, and transmission equip-
ment—along with concentration of authority within each product or ser-
vice class. Another example occurred in a firm that had decentralized
selection authority across product-service technologies and subtechnolo-
gies, such as switching and optical networking, while centralizing selection
authority to support specific technologies upon specific selectors.
In addition to distribution of authority among selectors, the respondents
identified two other forms of decentralization. The first involved allowing
users to select their own materials, particularly individual journals or books.
Here selection supporting very narrow or deep segments of knowledge,
particularly in competence-related disciplines such as physics or electrical
engineering, was decentralized and delegated to the library user.
Another form of decentralization delegated selection authority to ven-
dors. This occurred when vendor packages of digital content items or
approval plans were chosen based upon their coverage of and reputation
for excellence in particular competence-related disciplines, such as com-
puter science, or product/service technologies, such as wireless network-
ing. Then, by adding or deleting items within the packages, the vendors
determined which subtopics within the broad topics would be supported
by selection.
Therefore, with these three forms of decentralization, a similar pattern
was followed: decentralization across topics to selectors, users, or vendors
but centralization among them for individual topics. Decentralization
broadened the collections, making them more extensive, while centrali-
zation focused corporate library collections, making them more precise.
Model statement 3: Formalization.—The broader and deeper a core com-
petence is, the more formalized the selection activity for supporting that
core competence will be. Seven of the ten respondents agreed with this
statement, and one disagreed with it. The large majority of the collection
in all four libraries was selected in a formalized manner. However, since
only one of the four libraries studied had a collection development policy,
one issue was the distinction between formalized selection as expressed in
an official collection development policy, which could be termed “official
formalization,” and formalized selection as expressed in informal rules not
in any collection development policy, which could be termed “unofficial
formalization.”
The respondents agreed that multiple selection decisions had to be of-
ficially or unofficially formalized in order to capture the huge number of
ideas contained within the breadth and depth of a core competence being
supported, particularly of their related disciplines such as mathematics, phys-
ics, computer science, or the various engineering fields. This formalization
was especially helpful to selectors in the early stage of selection—item search
and identification—because it more precisely specifies the ideas to be cov-
ered in collections selected to support core competencies.
However, a clarification raised by the respondents was that selection also
had to be formalized because the cost of an individual selection decision
to buy individual intellectual works, especially digital ones, was frequently
prohibitive and often not allowed by vendors at all. If permitted, it could
increase the cost of an item by three to five times if the intellectual work
were to have wide availability of use within the firm. Conversely, better
deals could be had when documents were purchased in groups. Formal-
ization provided better guidance through the complexity of choosing these
groups than did informal, intuitive selection, resulting in more cost-effec-
tive collections supporting core competencies.
Model statement 4: Automation.—Since this selection characteristic was not
anticipated in the early stage of this research, there is no initial statement.
Though the respondents verified that their libraries automated selection
using standardized lists and approval plans, they reported that the primary
mechanism for selecting multiple items at once was the offerings of ap-
proximately 25–30 vendors provided as huge digital packages. These can
taxonomies. These eased the cognitive burden upon selectors during the
item monitoring and identification stages of selection by allowing them to
identify broader and narrower topics for extensive collection. This was
particularly useful for supporting the understandings of various compe-
tence-related disciplines, such as physics and computer science.
Managing this tension between selecting too little versus too much con-
tent brought balanced collections supporting core competencies. Less
specificity ensured more extensive collections, while greater specificity
brought precision to them.
Model statement 6: Openness to user input.—The broader and deeper a core
competence of a host corporation is, the more open to user input the
corporation’s selection activity for content supporting that core compe-
tence will be. Five of the ten respondents agreed with this statement, and
two disagreed with it. Respondents noted pressures to delegate selection
to users when supporting a broad core competence because of the need
to ensure that a diverse set of ideas be included in the selected items. They
noted too that the narrower the set of ideas covered by a content item,
usually because the ideas are very advanced ones within a deeply under-
stood related discipline or product/service subtechnology such as math-
ematics, chemistry, or optical networking, the more user input is used to
determine the selection decision for that content item. In both cases the
users’ subject expertise is critical to the selection decision.
In addition, the respondents stressed the cost-related need to give more
say to users for a selection decision whenever more users will be using the
chosen items. This would be likely to occur if the item(s) chosen as a result
of the selection covered many skills or understandings within a core com-
petence or covered relatively many of the components within any particular
understanding or skill. In this case, due to vendor pricing policies, more
users for an item would drive up the cost of the selected items, making it
more imperative that users have input into the selection decision to ensure
that they will actually use the chosen content item(s).
However, the respondents raised an important caveat to their responses.
This was the need to preserve selector authority overall, especially when
selecting to support breadth of a core competence. Only the selectors, not
the users holding the individual understandings and skills, have the overall
grasp of selection necessary to support the entire core competence, and
they, not the users, can best assure that the corporate library collections
do not have gaps or overlaps. Therefore, the selectors are the ones who
must achieve the proper balance for supporting competence understand-
ings and skills.
In essence, library professionals must preserve their authority to perform
the second and third steps of selection—ranking items to be selected and
choosing a cutoff point for an item’s inclusion within a collection. They
must do so according to the extent to which the items meet criteria ad-
dressing intellectual needs across the corporation. Managing this tension
between user input and selector authority brings balanced library collec-
tions. User input creates extensive collections, while selector authority
brings precision to them.
These groups are costly and so require that formalized criteria rather than
informal intuition be used to select them.
The revised model proposes that greater core competence breadth and
depth will be supported by higher collection automation through the use
of digital packages of items provided by vendors. This is because of the
cognitive limitations of selectors in choosing huge numbers of items in-
dividually, the economies of scale gained by buying collection items in
large groups, and the need to concentrate large numbers of ideas in spec-
ified places to encourage browsing and its resulting impromptu develop-
ment of ideas.
The model proposes that corporate library selection activity that is open
to user input is necessary to cope with the cognitive demands placed upon
selectors in understanding the sheer number of different ideas contained
within the core competence(ies) of the corporate library’s parent firm. It
also proposes that more user input to selection will be needed to support
greater core competence breadth and depth because of the sheer cost of
content items. Usually purchased in groups of some kind, these packages
often cost hundreds of thousands of dollars. This requires that it be highly
probable that users will in fact make use of these items, and a reliable way
to ensure this is to allow user input in selection. However, despite these
intellectual and financial pressures, the model does verify that selectors’
authority to ensure collection precision through avoiding collection gaps
and overlaps must be preserved.
Moreover, in disagreement with the initial model, the revised model also
proposes that when supporting competence breadth and depth, the need
for high selection specificity will be strongly moderated by the need to
gather a large number of ideas together to facilitate browsing and its
resulting impromptu development of ideas. It is the use of fewer selection
criteria that brings extensive collections, especially once the topics they
cover are more fully developed.
Core competence breadth and depth separately.—The revised model developed
through this research (fig. 3, left side) predicts that to support core com-
petence breadth, selection activity tends to be decentralized, creating more
extensive collections. To counterbalance this, it predicts that to support
core competence depth, selection activity tends to be more centralized,
increasing collection precision.
In explanation, this model proposes that the cognitive demands placed
upon selectors in understanding the sheer number of different ideas con-
tained within a broader corporate core competence will bring selection
decentralization, possibly in several forms. One is through specialization
of selectors; others could include decentralization by delegation to library
users or to vendors of collection items. However, once selection authority
is distributed across topics, it is centralized for each topic so that relatively
Testing this model.—Since this study was exploratory, one obvious direction
is to continue research on the interactions examined here—steps 1 and
2 shown in figure 1. For example, doing so could involve testing the
revised selection model more extensively in corporations different than
the ones examined in this study, such as firms that provide products and
services related to transportation or health care. The result will be to
refine this model, deepening understanding of selection and core com-
petencies, their characteristics, and the causal dynamics driving the in-
fluences between them. As this occurs, a generalizable understanding of
selection’s support for core competencies will emerge.
Activity/competence/process/products.—Another useful direction for future
research would be to expand the scope of inquiry to include steps 1–4 of
figure 1. Doing so would develop more elaborate theoretical models ex-
amining the relationships between some professional activity of corporate
libraries, such as selection, acquisition, or cataloging; their parent firms’
core competencies; these firms’ processes; and the value delivered by prod-
ucts or services to corporate customers.
These corporate library activity/competence/process/value relation-
Conclusion
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