Web Content Strategy in Practice within Academic Libraries
ARTICLE
Web Content Strategy in Practice within Academic
Libraries
Courtney McDonald and Heidi Burkhardt
INFORMATION TECHNOLOGY AND LIBRARIES | MARCH 2021
https://doi.org/10.6017/ital.v40i1.12453
Courtney McDonald (crmcdonald@colorado.edu) is Associate Professor and User Experience
Librarian, University of Colorado Boulder. Heidi Burkhardt (heidisb@umich.edu) is Web
Project Manager and Content Strategist, University of Michigan. © 2021.
ABSTRACT
Web content strategy is a relatively new area of practice in industry, in higher education, and,
correspondingly, within academic and research libraries. The authors conducted a web-based survey
of academic and research library professionals in order to identify present trends in this area of
professional practice by academic librarians and to establish an understanding of the degree of
institutional engagement in web content strategy within academic and research libraries. This
article presents the findings of that survey. Based on analysis of the results, we propose a web content
strategy maturity model specific to academic libraries.
INTRODUCTION
Our previous article traced the history of library adoption of web content management systems
(CMS), the evolution of those systems and their use in day-to-day library operations, and the
corresponding challenges as libraries have attempted to manage increasingly prolific content
creation workflows across multiple, divergent CMS platforms.1 These challenges include
inconsistencies in voice and a lack of sufficient or dedicated resources for library website
management, resulting in the absence of shared strategic vision and organizational unity
regarding the purpose and function of the library website. We concluded that a productive
solution to these challenges lay in the inherently user-centered practice of web content strategy,
defined as “an emerging discipline that brings together concepts from user experience design,
information architecture, marketing, and technical writing.”2
We further noted that organizational support for web content management and governance
strategies for library-authored web content had been rarely addressed in the library literature,
despite the growing importance of this area of expertise to the successful provision of support and
services: “Libraries must proactively embrace and employ best practices in content strategy . . . to
fully realize the promise of content management systems through embracing an ethos of library-
authored content.”3
We now investigate the current state of practice and philosophy around the creation, editing,
management, and evaluation of library-authored web content. To what degree, if at all, does web
content strategy factor into the actions, policies, and practices of academic libraries, and academic
librarians today? Does a suitable measure for estimating the maturity of web content strategy
practice for academic libraries exist?
mailto:crmcdonald@colorado.edu
mailto:heidisb@umich.edu
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BACKGROUND
Maturity Models
Maturity models are one useful mechanism for consistently measuring and assessing an
organization’s current level of achievement in a particular area, as well as providing a path to
guide future growth and improvement: “Maturity levels represent a staged path for an
organization’s performance and process improvement efforts based on predefined sets of practice
areas. . . . Each maturity level builds on the previous maturity levels by adding new functionality or
rigor.”4 The initial work on maturity models emerged from Carnegie Mellon Institute (CMI),
focused on contract software development.5 Since that time, CMI founded the CMMI Institute
which has expanded the scope of maturity models into other disciplines.
Many such models, developed for a variety of specific industries or specializations, have since
been developed based on the CMMI Institute approach, in which stages are defined as:
• Maturity Level 1: Initial (unpredictable and reactive);
• Maturity Level 2: Managed (planning, performance, measurement and control occur on the
project level);
• Maturity Level 3: Defined (proactive, rather than reactive, with organization-wide
standards);
• Maturity Level 4: Quantitatively Managed (data-driven with shared, predictable,
quantitative performance improvement objectives that align to meet the needs of internal
and external stakeholders); and
• Maturity Level 5: Optimizing (Stable, flexible, agile, responsive, and focused on continuous
improvement).6
Application of Maturity Models Within User Experience Work in Libraries
Thus far, discussion of maturity models in the library literature relevant to web librarianship has
primarily centered on user experience (UX) work. In their 2020 paper “User Experience Methods
and Maturity in Academic Libraries,” Young, Chao, and Chandler noted, “. . . several different UX
maturity models have been advanced in recent years,” reviewing approximately a half-dozen
approaches with varying emphases and numbers of stages.7
In 2013, Coral Sheldon-Hess developed the following five-stage model, based on the
aforementioned CMMI framework, for assessing maturity of UX practice in library organizations:
1 – Decisions are made based on staff’s preferences, management’s pet projects. User
experience [of patrons] is rarely discussed.
2 – Some effort is made toward improving the user experience. Decisions are based on
staff’s gut feelings about patrons’ needs, perhaps combined with anecdotes from service
points.
3 – The organization cares about user experience; one or two UX champions bring up users’
needs regularly. Decisions are made based on established usability principles and
studies from other organizations, with occasional usability testing.
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4 – User experience is a primary motivator; most staff are comfortable with UX principles.
Users are consulted regularly, not just for major decisions, but in an ongoing attempt at
improvement.
5 – User experience is so ingrained that staff consider the usability of all of their work
products, including internal communications. Staff are actively considerate, not only
toward users but toward their coworkers.8
As an indicator of overall UX maturity within an organization, Sheldon-Hess focuses on
“consideration” in interactions not only between library staff and library patrons, but also
between library staff: “When an organization is well and truly steeped in UX, with total awareness
of and buy-in on user-centered thinking, its staff enact those principles, whether they’re facing
patrons or not.”9
In 2017, MacDonald conducted a series of semi-structured interviews with 16 UX librarians to
investigate, among other things, “the organizational aspects of UX librarianship across various
library contexts.”10 MacDonald proposes a five-stage model, broadly similar in concept to the
CMMI Institute structure and to Sheldon-Hess’s model. Most compelling, however, were these
three major findings, taken from MacDonald’s list:
• Some (but not all) UX librarian positions were created as part of purposeful and strategic
efforts to be more self-aware; . . .
• the biggest challenges to doing UX are navigating the complex library culture, balancing
competing responsibilities, and finding ways to more efficiently employ UX methods; an d
• the level of co-worker awareness of UX librarianship is driven by the extent to which UX
work is visible and by the individual UX librarian’s ability to effectively communicate their
role and value.11
Based on analysis of the results of their 2020 survey of library UX professionals, in which they
asked respondents to self-diagnose their organizations, Young, Chao, and Chandler presented, for
use in libraries, their adaptation of the Nielsen Norman Group’s eight-stage scale of UX maturity:
• Stage 1: Hostility Toward Usability / Stage 2: Developer-Centered UX—Apathy or hostility
to UX practice; lack of resources and staff for UX.
• Stage 3: Skunkworks UX—Ad hoc UX practices within the organization; UX is practiced, but
unofficially and without dedicated resources or staff; leadership does not fully understand
or support UX.12
• Stage 4: Dedicated UX Budget—Leadership beginning to understand and support UX;
dedicated UX budget; UX is assigned fully or partly to a permanent position.
• Stage 5: Managed Usability—The UX lead or UX group collaborates with units across the
organization and contributes UX data meaningfully to organizational and strategic
decision-making.
• Stage 6: Systematic User-Centered Design Process—UX research data is regularly included
in projects and decision-making; a wide variety of methods are practiced regularly by
multiple departments.
• Stage 7: Integrated User-Centered Design / Stage 8: User-Driven Organization—UX is
practiced throughout the organization; decisions are made and resources are allocated only
with UX insights as a guide.13
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Young et al.’s findings supported MacDonald’s, underscoring the importance of shared
organizational understandings, priorities, and culture related to UX activities and personnel:
UX maturity in libraries is related to four key factors: the number of UX methods currently
in use; the level of support from leadership in the form of strategic alignment, budget, and
personnel; the extent of collaboration throughout the organization; and the degree to
which organizational decisions are influenced by UX research. When one or more of these
four connected factors advances, so too does UX maturity. 14
These findings are consistent with larger patterns in the management of library-authored web
content identified in the earlier cited literature review:
Inconsistent processes, disconnects between units, varying constituent goals, and vague or
ineffective WCM governance structures are recurrent themes throughout the literature . . .
web content governance issues often signal a lack of coordination, or even of unity, across
an organization.15
Assessing the Maturity of Content Strategy Practice in Libraries
We consider Kristina Halverson’s definition of content strategy, offered in Content Strategy for the
Web, as the authoritative definition. Halverson states: “Content strategy is the practice of planning
for the creation, delivery, and governance of useful, usable content.”16
This definition can be divided into five elements:
1. Planning: intentionality and alignment, setting goals, discovery and auditing, connecting to
strategic a plan or vision
2. Creation: roles, responsibilities, and workflows for content creation; attention to content
structure; writing or otherwise developing content in its respective format
3. Delivery: findability of content within site and more broadly (i.e., search engine
optimization), use of distinct communication channels
4. Governance: maintenance and lifecycle management of content through coordinated
process and decision making; policies and procedures; measurement and evaluation
through analysis of usage data, testing, and other means
5. Useful/Usable (hereafter referred to as UX): relevant, current, clear, concise, and in context
Jones discusses the application of content strategy–specific maturity models as a potential tool for
content strategists: “The[se] model[s] can help your company identify your current level of
content operations, . . . decide whether that level will support your content vision and strategy . . .
[and] help you plan to get to the next level of content operations.”17 Three examples of maturity
models developed for use by content strategy industry professionals map industry-specific terms,
tools, and actions to the level-based structure put forward by the CMMI Institute (see table 1).
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Table 1. Comparative table of content strategy maturity models
Content Strategy, Inc.18
[2016]
Jones (GatherContent)19
[2018]
Randolph (Kapost)20 [2020]
Ad hoc: Inconsistent quality,
lack of uniform practice, little
or no opportunity to
understand customer needs
Chaotic: No formal content
operations, only ad hoc
approaches
Reactive: Chaotic, siloed,
lacking clarity, chronically
behind
Rudimentary: Movement
toward structure, unified
process and voice; can be
derailed by timelines,
resistance
Piloting: Trying content
operations in certain areas,
such as for a blog
Siloed: Struggles to
collaborate, poorly defined
and inconsistently measured
goals
Organized & Repeatable:
strong leadership, uniform
process and voice has become
routine, integration of user-
focused data collection
Scaling: Expanding formal
content operations across
business functions
Mobilizing: Varying
collaboration, content is
centralized but not necessarily
accessible, defined strategy
sometimes impacted by ad hoc
requests
Managed & Sustainable: larger
buy-in across organization,
can sustain changes in
leadership, increased number
and sophistication of methods
Sustaining: Solidifying and
optimizing content operations
across business functions
Integrating: Effective
collaboration across multiple
teams, capability for proactive
steps, still struggle to prove
ROI
Optimized: close alignment to
strategic objectives,
integration across the
organization, leadership
within and outside the
organization
Thriving: Sustaining while also
innovating and seeing return
on investment (ROI)
Optimizing: Cross-functional
collaboration results in
seamless customer messaging
and experiences, consistently
measured ROI contributes to
planning
While these models have some utility for content strategy practitioners in higher education,
including those in academic and research libraries, emphasis on commercial standards for
assessing success (e.g., business goals, centrally managed marketing) limits their direct
application in the academic environment. The 2017 blog post by Tracey Playle, “Ten Pillars for
Getting the Most of Your Content: How is Your University Doing?”, presented ten concepts paired
with questions, which could be used by higher education content professionals to reflect on their
current state of practice.21 This model was developed for use by a consultancy, and the
“pillars”—”strategy and vision,” “risk tolerance and creativity,” and “training and professional
development”— are more broadly conceived than typical maturity models. Thus, this approach
seems more appropriate as a personal or management planning tool rather than as a model for
evaluating maturity across library organizations.
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METHODS
Following review and approval by the researchers’ institutional review boards, a web-based
survey collecting information about existing workflows for web content, basic organizational
information, and familiarity with concepts related to web content strategy was distributed to 208
professionals in April 2020. The survey was available for four weeks. Participants were drawn
from academic and research libraries across North America, providing their own opinions as well
as information on behalf of their library organization. (See Appendix A: Institution List.)
The sample group (n=208) was composed of North American academic and research libraries that
are members of the following nationally and regionally significant membership organizations
(excluding non-academic member institutions): the Association of Research Libraries, the Big Ten
Academic Alliance, the Greater Western Library Alliance, and/or the Oberlin Group. Some libraries
are members of multiple groups. Details are supplied below in table 3.
We identified individuals (n=165) based on their professional responsibilities and expertise using
the following order and process:
1. Individual job title contains some combinations of the following words and/or phrases:
content strategy, content specialist, content strategist, web content, web communications,
digital communications, digital content
2. Head of web department or department email
3. Head of UX department or department email
4. Head of IT or department email
For institutions where a specific named individual could not be identified through a review of the
organizational website, we identified a general email (e.g., libraries@state.edu) as the contact
(n=43).
A mailing list was created in MailChimp, and two campaigns were created: one for named
individuals, and one for general contacts. Only one response was requested per institution. (See
Appendix B: Recruitment Emails.) The 165 named individuals, identified as described above,
received a personalized email inviting them to participate in the study. The recruitment email
explained the purpose of the study, advised potential participants of possible risks and their
ability to withdraw at any time, and included a link to the survey. A separate email was sent to the
43 general contacts on the same day, explaining the purpose of the study, and requesting that the
recipient forward the communication to the appropriate person in the organization. This email
also included information advising potential participants of possible risks and their ability to
withdraw at any time, and a link to the survey.
Data was recorded directly by participants using Qualtrics. The bulk of survey data does not
include any personal information; we did not collect the names of institutions as part of our data
collection, so identifying information is limited to information about institutional memberships.
For the group of named individuals, one email bounce was recorded. The open rate for
personalized emails sent to named individuals was approximately 62% (88 of 142 successfully
delivered emails were opened) and the survey link was followed 66 times. The general email
group had a 51% open rate (n=22) with 11 clicks of the survey link. With recruitment occurring in
April 2020, most individuals and institutions were at the height of switching to remote operations
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in light of the COVID-19 pandemic. Despite this, our open rates were considerably higher than
average open rates as reported by Mailchimp.22 As discussed below, we achieved our minimum
response rate goal of 20%.
Table 2. Survey question topics and response count
Question Topic Category Response Count
1 Consent — 43
2 Organizational memberships Demographic 40
3 Approx. # full-time employees Demographic 41
4 CMS products used Infrastructure/ Organizational Structure 41
5 Primary CMS Infrastructure/ Organizational Structure 39
6 Number of site editors Infrastructure/ Organizational Structure 39
7 Describe responsibility for content Infrastructure/ Organizational Structure 39
8 Existence of position(s) with
primary duties of web content
Infrastructure/
Organizational Structure
39
9 Titles of such positions, if any Infrastructure/ Organizational Structure 24
10 Familiar with web content strategy Content Strategy Practices 36
11 Definition of web content strategy Content Strategy Practices 32
12 Policies or documentation Content Strategy Practices 35
13 Methods Content Strategy Practices 37
14 Willing to be contacted — 37
15 Name — 27
16 Email — 26
The survey included 16 questions; question topics and response counts are noted in table 2.
Informed consent was obtained as part of the first survey question. (See Appendix C: Survey
Questions and Appendix D: Informed Consent Document.) Most questions were multiple-choice or
short answer (i.e., a number). Two questions required longer-form responses. Information
collected fell into the following three categories:
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• Demographics (estimated total number of employees; institutional memberships;
estimated number of employees with website editing privileges)
• Infrastructure and organizational structure (content management systems used to manage
library-authored web content; system used to host primary public-facing website;
distribution of responsibility for website content; titles of positions (if any) whose primary
responsibilities focus on web content)
• Web content strategy practices (familiarity with; personal definition; presence or absence of
policy or documentation; evaluation methods regularly used)
Upon completion of the survey questions, participants had the option to indicate that they would
be willing to be contacted for an individual interview as part of planned future research on this
topic. Twenty-seven individuals (63%) opted in and provided us with their contact information.
FINDINGS
In sum, 43 responses were received, resulting in a response rate of 20.67%. Because we did not
collect names of individuals or institutions and used an anonymous link for our survey, we cannot
determine the ultimate response rate by contact group (named individuals or general email).
Demographic Information
The bulk of responses came from Association of Research Libraries members, but within-group
response rates show that the proportion of responses from each group was relatively balanced
within the overall 20% response rate.
Table 3. Distribution of survey contacts, responses, and response rates by group23
Organization Member
Libraries
Contacted
Responses
Share of
Total
Responses
(%)
Group
Response
Rate (%)
Association of Research Libraries 117 26 50.98 22.22
Big Ten Academic Alliance 15 5 9.8 33.0
Greater Western Library Alliance 38 8 15.69 21.05
Oberlin Group 80 12 23.53 15.0
Infrastructure & Organizational Structure
Content Management Systems
A variety of content management systems are used to manage library-authored web content (see
table 4); LibGuides, WordPress, Omeka, and Drupal were most commonly used across the group.
Other systems mentioned as write-in responses included Acquia Drupal, Cascade, Fedora-based
systems, ArchivesSpace, Google Sites, and “wiki and blog.” One response stated, “Most pages are
just Non-CMS for the website.” Write-in responses for “Other” and “Proprietary system hosted by
institution” were carried forward within the survey from question 3 to question 4, and are
available in full in Appendix E: Other Content Management Systems Mentioned by Respondents.
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Table 4. CMS products used to manage library-authored web content
Q3: CMS products used
Percentage
(%)
Count
LibGuides 28.06 39
WordPress 18.71 26
Omeka 15.11 21
Drupal 13.67 19
Other 9.35 13
Sharepoint 7.19 10
Proprietary system hosted by
institution 7.19 10
Adobe Experience Manager 0.72 1
Total 100 139
For their primary library website, just under half of respondents relied on Drupal (n=17, 43.59%).
Slightly fewer selected the specific system, whether the institution’s proprietary system or some
other option, that they had shared as a write-in answer for the previous question; in total just
under 36% (n=14). Despite the widespread use reported in the previous question, only two
respondents indicated that their primary website was hosted in LibGuides. (See table 5.)
Table 5. CMS used to host primary library website
Q4: primary website CMS
Percentage
(%) Count
Drupal 43.59 17
Other (write in answers) 20.51 8
WordPress 15.38 6
LibGuides 5.13 2
Proprietary system hosted by institution
(write in answers) 15.38 6
Dedicated Positions, Position Titles, and Organizational Workflows
Almost two-thirds of respondents (n=24, 61.5%) indicated there were position(s) within their
library whose primary duties were focused on the creation, management, and/or editing of web
content. A total of 52 position titles were shared (the full list of position titles can be found in
Appendix F). Terms and phrases most commonly occurring across this set were web (15),
librarian (15), user experience (10), and digital (8). Explicitly content-focused terms appeared
more rarely: content (6), communication/communications (5), and editor (1).
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Table 6. Frequency of terms and phrases in free-text descriptions of website content management, grouped by the authors into
concepts
Count Count Count Count Count
Concept Collaborative 29
Assigned
roles
18 Locus of
control
13 Support 5 LibGuides 14
Terms group 7 admin* 6 their own 7 training 2
team 6 manager 5 review 3 guidance 2
distributed 5 editor/s 4 oversight 3 consulting 1
committee 3 developer 3 permission 1
stakeholder 3 product
owner
2
representative 2
cross-
departmental
1
decentralized 1
inclusive 1
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Most respondents described collaborative workflows for web content management, in which a
group of representatives or delegates collectively stewards website content (see table 6 for a
summary and Appendix F for full-text responses). Collaborative concepts appeared 29 times,
including terms like group (7), team (6), distributed (5), and committee (3). Within this set,
decentralized, inclusive, and cross-departmental each appeared once. Similarly, within terms
related to locus of control, the phrase “their own” appeared seven times. Specifically assigned
roles or responsibilities were mentioned 18 times, including terms like admin/administrator (6),
manager (5), and editor/s or editorial (4). Respondents discussed support structures such as
training, guidance or consulting five times. LibGuides were mentioned 14 times.
Over 60% of respondents indicated that 20 or fewer employees had editing privileges on the
library website (see table 7). Three respondents commented “too many” when citing the number
or range: “Too many! I think about five, but there could be more”; “too many, about 12”; “Too
many to count, maybe 20+.”
Table 7. Distribution of the number of employees with website editing privileges
Response
Percentage
(%) Count
Less than five 23.08 9
5–10 20.51 8
11–20 17.95 7
21–99 23.08 9
100–199 10.26 4
200+ 2.56 1
The greatest variation in practice regarding how many employees had website editing privileges
occurs in institutions with more than 100 total employees, where institutions reported within
every available range (see table 8).
Table 8. Comparison of number of total employees and of number of employees with editing
privileges
Number of
Employees Less than 5 5–10 11–20 21–99 100–199 200+
4–10 2 — — — — —
11–25 3 1 — — — —
26–50 — 2 2 — — —
51–99 1 1 4 1 — —
100+ 3 4 2 8 4 1
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Web content strategy practices
Almost all respondents (n=36, 83%) reported that they were familiar with the concept of web
content strategy. Conversely, only 20% (n=7) reported that their library had either a documented
web content strategy or web content governance policy. Respondents were asked, optionally, to
provide a definition of web content strategy in their own words, and we received 32 responses
(see Appendix G: Definitions of Web Content Strategy).
We analyzed the free-text definitions of content strategy based on the five elements of Halvorson’s
previously cited definition: planning, creation, delivery, governance, and UX. We first individually
rated the definitions, then we determined a mutually agreed rating for each. Across the set,
responses most commonly addressed concepts or activities related to planning and UX, and least
commonly mentioned concepts or activities related to delivery (see table 9).
Table 9. Occurrence of content strategy elements in free-text definitions
Element Count
Percentage
(%)
Plan
intentional, strategic, brand, style,
best practices 29 91
Creation
workflows, structure, writing 20 63
Delivery
findability, channels 13 41
Governance
maintenance, lifecycle,
measurement/evaluation 16 50
UX
needs of the user, relevant,
current, clear, concise, in context 19 59.38
Responses were scored on each of the five elements as follows: zero points, concept not
mentioned; one point, some coverage of the concept; two points, thorough coverage of the
concept. Representative examples are provided in table 10. A perfect score for any individual
definition would be 10. The median score across the group was four, and the average score was
3.4.
We consider scores less than three to indicate a basic level of practice; scores from four to seven to
be an intermediate level of practice; and scores above eight to be advanced levels of practice. Of
the 33 responses to the free-text definition question, one respondent failed to include any data, 14
responses were classed as basic, 17 responses as intermediate, and none were advanced.
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Table 10. Example showing scoring of four representative free-text definitions provided by respondents
Free-text definitions of content
strategy
Plan
intentional,
strategic,
brand, style,
best
practices
Creation
workflows,
structure,
writing
Delivery
findability,
channels
Governance
maintenance,
lifecycle,
measuremen
t/evaluation
UX
needs of the
user,
relevant,
current,
clear,
concise, and
in context Total Score
Intentional and coordinated
vision for content on the website. 1 0 0 0 0 1
An overarching method of
bringing user experience best
practices together on the website
including heuristics, information
architecture, and writing for the
web. 1 1 0 0 1 3
Strategies for management of
content over its entire lifecycle to
ensure it is accurate, timely,
usable, accessible, appropriate,
findable, and well-organized. 1 0 1 1 1 4
The process of creating and
enacting a vision for the
organization and display of web
content so that it is user friendly,
accurate, up-to-date, and effective
in its message. Web content
strategy often involves
considering the thoughts and
needs of many stakeholders, and
creating one cohesive voice to
represent them all. 2 1 0 1 2 6
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Respondents reported most frequent use of practices associated with web librarianship and user
experience work: analysis of usage data (n=36) and usability testing (n=28) (see fig. 1). Content-
specific methods were less commonly used overall.
Figure 1. Frequency of reported usage of analysis and evaluation methods
The five Other responses mainly clarified or qualified the selections, although some added
additional information, for example:
At this time, all library websites use a standard template, so they have the same look and
feel. Beyond that everything else is “catch as catch can” because we do not have a web
services librarian, nor are we likely to get that dedicated position any time soon, given the
recent COVID-19 financial upheaval.
Brand guidelines, accessibility guidance, and personal responsibility were also mentioned.
DISCUSSION
The targeted recruitment methodology and survey, representing a combination of demographic
and practice-based questions, aspired to collect data suitable to generate a snapshot of how web
content strategy work is being undertaken in academic libraries at this time, as well as the depth
and breadth of that practice.
We were struck by several contrasts in findings: first and foremost, the 80–20 inversion across
responses related to knowledge of web content strategy versus its practice. This was particularly
notable in combination with respondents’ reports that, in nearly two-thirds of organizations, one
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or multiple positions exist in their organization with primary duties focused on the creation,
management, and/or editing of web content.
The influence of UX thinking and methods in academic libraries is visible in the frequency of
respondents’ reported use of general and established UX practices for maintaining the primary
website (e.g., usability testing). The other four elements of Halvorson’s definition were less
thoroughly covered, both in provided definitions of web content strategy and in methods
reported. Some respondents mentioned use of methods such as content audits or inventories and
style guides, but many fewer reported reliance on review checklists, content calendars, and
readability scores.
In reviewing the self-reported definitions of content strategy for evidence of each of the five
elements of Halvorson’s previously discussed definition, trends in findings suggest higher levels of
maturity in the elements of planning, creation, and UX, and lower levels in the elements of delivery
and governance. Nearly all respondents (91%) referenced the element of planning. Almost two-
thirds mentioned concepts or practices related to creation, and approximately 60% of
respondents referenced usability of content or a focus on the user in some capacity. Only half
made mention of governance (including maintenance and evaluation), and even fewer (41%)
referenced delivery, whether considering content channels or findability; in fact, no single
definition touched on both. Overall, the results of the analysis of provided definitions (discussed in
the previous section) suggest that at present, web content strategy as a community of practice in
academic libraries is operating at, or just above, a basic level.
Proposed Maturity Model
From these findings, and referencing the structure of the CMMI Institute five-stage maturity
model, the authors propose the following proposed Content Strategy Maturity Model for Academic
Libraries.
As previously noted in our findings, we assess the web content strategy community of practice in
academic libraries as operating at, or just above, a basic level. To align the proposed maturity
model with the definition scores, we applied the 10-point rating scale for provided definitions to
the five levels by assigning two points per level, so a score of one or two would be equivalent to
Level 1, a score of three or four equivalent to Level 2, and so on (table 11).
Table 11. Comparison of maturity model with definition rating scale and maturity assessment
Maturity model level Definition score Assessment
Level 1 1 Basic
Level 1 2 Basic
Level 2 3 Basic
Level 2 4 Intermediate
Level 3 5 Intermediate
Level 3 6 Intermediate
Level 4 7 Intermediate
Level 4 8 Advanced
Level 5 9 Advanced
Level 5 10 Advanced
CONTENT STRATEGY MATURITY MODEL FOR ACADEMIC LIBRARIES
Level 1: Ad hoc
• No planning or governance
• Creation and delivery are reactive, distributed, and potentially chaotic
• No or minimal consideration of UX
Level 2: Establishing
• Some planning and evidence of strategy, such as use of content audits and creation of a
style guide; may be localized within specific groups or units
• Basic coordination of content creation workflows
• Delivery workflows not explicitly addressed, or remain haphazard
• No or minimal organization-wide governance structures or documentation in place; may be
localized within specific groups or units
• Evidence of active consideration of UX in creation and structure of content
Level 3: Scaling
• Intentional and proactive planning coordinated across multiple units
• Basic content creation workflows in place across organization
• Delivery considered, but may not be consistent or strategic
• Ad hoc evaluation through usage data and usability testing; organization-wide governance
documents and workflows may be at a foundational level
• Consideration of UX is integral to process of creating useful, usable content
• Web content creation and maintenance is assigned at least partly to a permanent position
with some level of authority and responsibility for the primary website
Level 4: Sustaining
• Alignment in planning, able to respond to organizational priorities; style guidelines and
best practices widely accepted
• Established and accepted workflows for content creation are coordinated through a
person, department, team, or other governing body
• Delivery includes strategic and consistent use of channels, as well as consideration of
findability
• Regular and strategic evaluation occurs; proactive maintenance and retirement practices in
place; managed through established governance documents and workflows
• Web content strategy explicitly assigned partly or fully to a permanent position
Level 5: Thriving
• Full lifecycle of content (planning, creation, delivery, maintenance, retirement) managed in
coordination across all library-authored web content platforms
• Governance established and accepted throughout the organization, including documented
policies, procedures, and accountability
• Basic understanding of content strategy concepts and importance across the organization
• Overall stable, flexible, agile, responsive, user-centered and focused on continuous
improvement
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As previously mentioned, the median score across the group was four, and the average score was
3.4; these measures suggest that the majority of survey respondents’ organizational web content
strategy maturity levels would currently stand at level 2 or 3, with a few at level 1.
CONCLUSION
The findings of this survey and assessment, while inherently limited, suggest that web content
strategy is currently not a pervasive factor for academic libraries and academic web librarians in
the development and implementation of actions, policies, and practices related to website
creation, maintenance, and evaluation.
We have proposed a measure for self-estimating the maturity of web content strategy practice for
academic libraries. Our Content Strategy Maturity Model for Academic Libraries, while grounded
both in industry best practices and in evidence from practitioners in academic libraries, is
nonetheless a work in progress. We intend to further develop and strengthen the model through
follow-up interviews with practitioners, drawing on those survey respondents who opted-in to
being contacted. Interviewees will be invited to discuss their work within and outside the frame of
the proposed maturity model, and to provide feedback on the model itself, with the ultimate goal
of enabling a better understanding of web content strategy practice in academic libraries and the
needs of its community of practice.
ENDNOTES
1 Courtney McDonald and Heidi Burkhardt, “Library-Authored Web Content and the Need for
Content Strategy,” Information Technology and Libraries 38, no. 3 (September 15, 2019): 8–21,
https://doi.org/10.6017/ital.v38i3.11015.
2 McDonald and Burkhardt, 14.
3 McDonald and Burkhardt, 16.
4 “CMMI Levels of Capability and Performance,” sec. Maturity Levels, CMMI Institute LLC, accessed
May 28 2020, https://cmmiinstitute.com/learning/appraisals/levels.
5 “About CMMI Institute,” CMMI Institute LLC, accessed May 28 2020,
https://cmmiinstitute.com/company.
6 “CMMI Levels of Capability and Performance,” sec. Maturity Levels.
7 Scott W. H. Young, Zoe Chao, and Adam Chandler, “User Experience Methods and Maturity in
Academic Libraries,” Information Technology and Libraries 39, no. 1 (March 16, 2020): 2,
https://doi.org/10.6017/ital.v39i1.11787.
8 Coral Sheldon-Hess, “UX, Consideration, and a CMMI-Based Model,” para. 6, July 25, 2013,
http://www.sheldon-hess.org/coral/2013/07/ux-consideration-cmmi/.
9 Sheldon-Hess, “UX, Consideration, and a CMMI-Based Model,” para. 2, http://www.sheldon-
hess.org/coral/2013/07/ux-consideration-cmmi/.
https://doi.org/10.6017/ital.v38i3.11015
https://cmmiinstitute.com/learning/appraisals/levels
https://cmmiinstitute.com/company
https://doi.org/10.6017/ital.v39i1.11787
http://www.sheldon-hess.org/coral/2013/07/ux-consideration-cmmi/
http://www.sheldon-hess.org/coral/2013/07/ux-consideration-cmmi/
http://www.sheldon-hess.org/coral/2013/07/ux-consideration-cmmi/
INFORMATION TECHNOLOGY AND LIBRARIES MARCH 2021
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10 Craig M. MacDonald, “‘It Takes a Village’: On UX Librarianship and Building UX Capacity in
Libraries,” Journal of Library Administration 57, no. 2 (February 17, 2017): 196,
https://doi.org/10.1080/01930826.2016.1232942.
11 MacDonald, 212.
12 SKUNK WORKS is trademarked by Lockheed Martin Corporation, but is informally used to
describe an experimental, sometimes secret, research and development group focused on agile
innovation.
13 Young, Chao, and Chandler, “User Experience Methods and Maturity in Academic Libraries,” 19.
14 Young, Chao, and Chandler, 23.
15 McDonald and Burkhardt, “Library-Authored Web Content and the Need for Content Strategy,”
15–16.
16 Kristina Halvorson, Content Strategy for the Web, 2nd ed. (Berkeley, CA: New Riders, 2012), 28.
17 Colleen Jones, “A Content Operations Maturity Model,” sec. A maturity model for content
operations, Gather Content (blog), November 30, 2018,
https://gathercontent.com/blog/content-operations-model-of-maturity.
18 “Understanding the Content Maturity Model,” Content Strategy Inc. (blog), March 2016,
https://www.contentstrategyinc.com/understanding-content-maturity-model/.
19 Jones, “A Content Operations Maturity Model,” sec. A maturity model for content operations.
20 Zoë Randolph, “Where Do You Fall on the Content Operations Maturity Model?,” sec. The
Content Operations Maturity Model, Kapost Blog (blog), April 20, 2020,
https://kapost.com/b/content-operations-maturity-model/.
21 Tracy Playle, “Ten Pillars for Getting the Most of Your Content: How Is Your University Doing?,”
Pickle Jar Communications (blog), September 29, 2017,
http://www.picklejarcommunications.com/2017/09/29/content-strategy-benchmarking/.
22 “Email Marketing Benchmarks by Industry,” Mailchimp, accessed June 15, 2020,
https://mailchimp.com/resources/email-marketing-benchmarks/.
23 Some libraries are members of multiple groups.
https://doi.org/10.1080/01930826.2016.1232942
https://gathercontent.com/blog/content-operations-model-of-maturity
https://www.contentstrategyinc.com/understanding-content-maturity-model/
https://kapost.com/b/content-operations-maturity-model/
http://www.picklejarcommunications.com/2017/09/29/content-strategy-benchmarking/
https://mailchimp.com/resources/email-marketing-benchmarks/
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APPENDICES
Appendix A: Institution List
Appendix B: Recruitment Emails
Appendix C: Survey Questions
Appendix D: Informed Consent Document
Appendix E: Other Content Management Systems Mentioned by Respondents
Appendix F: Organizational Responsibility for Content; and Position Titles
Appendix G: Definitions of Web Content Strategy
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APPENDIX A: INSTITUTION LIST
Institution Membership(s)
Agnes Scott College Oberlin Group
Alabama ARL
Alberta ARL
Albion College Oberlin Group
Alma College Oberlin Group
Amherst College Oberlin Group
Arizona ARL, GWLA
Arizona State ARL, GWLA
Arkansas GWLA
Auburn ARL
Augustana College Oberlin Group
Austin College Oberlin Group
Bard College Oberlin Group
Barnard College Oberlin Group
Bates College Oberlin Group
Baylor GWLA
Beloit College Oberlin Group
Berea College Oberlin Group
Boston ARL
Boston College ARL
Boston Public Library ARL
Bowdoin College Oberlin Group
Brigham Young ARL, GWLA
British Columbia ARL
Brown ARL
Bryn Mawr College Oberlin Group
Bucknell University Oberlin Group
Calgary ARL
California, Berkeley ARL
California, Davis ARL
California, Irvine ARL
California, Los Angeles ARL
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Institution Membership(s)
California, Riverside ARL
California, San Diego ARL
California, Santa Barbara ARL
Carleton College Oberlin Group
Case Western Reserve ARL
Chicago ARL, BTAA
Cincinnati ARL
Claremont Colleges GWLA, Oberlin Group
Clark University Oberlin Group
Coe College Oberlin Group
Colby College Oberlin Group
Colgate University Oberlin Group
College of the Holy Cross Oberlin Group
College of Wooster Oberlin Group
Colorado ARL, GWLA
Colorado College Oberlin Group
Colorado State ARL, GWLA
Columbia ARL
Connecticut ARL
Connecticut College Oberlin Group
Cornell ARL
Dartmouth ARL
Davidson College Oberlin Group
Delaware ARL, GWLA
Denison University Oberlin Group
Denver GWLA
DePauw University Oberlin Group
Dickinson College Oberlin Group
Drew University Oberlin Group
Duke ARL
Earlham College Oberlin Group
Eckerd College Oberlin Group
Emory ARL
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Institution Membership(s)
Florida ARL
Florida State ARL
Franklin & Marshall College Oberlin Group
Furman University Oberlin Group
George Washington ARL
Georgetown ARL
Georgia ARL
Georgia Tech ARL
Gettysburg College Oberlin Group
Grinnell College Oberlin Group
Guelph ARL
Gustavus Adolphus College Oberlin Group
Hamilton College Oberlin Group
Harvard ARL
Haverford College Oberlin Group
Hawaii ARL
Hope College Oberlin Group
Houston ARL, GWLA
Howard ARL
Illinois, Chicago ARL, GWLA
Illinois, Urbana ARL, BTAA
Indiana ARL, BTAA
Iowa ARL, BTAA
Iowa State ARL, GWLA
Johns Hopkins ARL
Kalamazoo College Oberlin Group
Kansas ARL, GWLA
Kansas State GWLA
Kent State ARL
Kentucky ARL
Kenyon College Oberlin Group
Knox College Oberlin Group
Lafayette College Oberlin Group
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Institution Membership(s)
Lake Forest College Oberlin Group
Laval ARL
Lawrence University Oberlin Group
Library Of Congress ARL
Louisiana State ARL
Louisville ARL
Macalester College Oberlin Group
Manhattan College Oberlin Group
Manitoba ARL
Maryland ARL, BTAA
Massachusetts ARL
Mcgill ARL
Mcmaster ARL
Miami ARL
Michigan ARL, BTAA
Michigan State ARL, BTAA
Middlebury College Oberlin Group
Mills College Oberlin Group
Minnesota ARL, BTAA
Missouri ARL, GWLA
Mit ARL
Morehouse/Spelman Colleges (AUC) Oberlin Group
Mount Holyoke College Oberlin Group
Nebraska ARL, BTAA
Nevada Las Vegas GWLA
New Mexico ARL, GWLA
New York ARL
North Carolina ARL
North Carolina State ARL
Northwestern ARL, BTAA
Notre Dame ARL
Oberlin College Oberlin Group
Occidental College Oberlin Group
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Institution Membership(s)
Ohio ARL
Ohio State ARL, BTAA
Ohio Wesleyan University Oberlin Group
Oklahoma ARL, GWLA
Oklahoma State ARL, GWLA
Oregon ARL, GWLA
Oregon State GWLA
Ottawa ARL
Pennsylvania ARL
Pennsylvania State ARL, BTAA
Pittsburgh ARL
Princeton ARL
Purdue ARL, BTAA
Queen's ARL
Randolph-Macon College Oberlin Group
Reed College Oberlin Group
Rhodes College Oberlin Group
Rice ARL, GWLA
Rochester ARL
Rollins College Oberlin Group
Rutgers ARL, BTAA
Sarah Lawrence College Oberlin Group
Saskatchewan ARL
Sewanee: The University of the South Oberlin Group
Simmons University Oberlin Group
Simon Fraser ARL
Skidmore College Oberlin Group
Smith College Oberlin Group
South Carolina ARL
Southern California ARL, GWLA
Southern Illinois ARL, GWLA
Southern Methodist GWLA
St. John's University / College of St. Benedict Oberlin Group
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Institution Membership(s)
St. Lawrence University Oberlin Group
St. Olaf College Oberlin Group
Suny-Albany ARL
Suny-Buffalo ARL
Suny-Stony Brook ARL
Swarthmore College Oberlin Group
Syracuse ARL
Temple ARL
Tennessee ARL
Texas ARL, GWLA
Texas A&M ARL, GWLA
Texas State GWLA
Texas Tech ARL, GWLA
Toronto ARL
Trinity College Oberlin Group
Trinity University Oberlin Group
Tulane ARL
Union College Oberlin Group
Utah ARL, GWLA
Utah State GWLA
Vanderbilt ARL
Vassar College Oberlin Group
Virginia ARL
Virginia Commonwealth ARL
Virginia Tech ARL
Wabash College Oberlin Group
Washington ARL, GWLA
Washington and Lee University Oberlin Group
Washington State ARL, GWLA
Washington U.-St. Louis ARL, GWLA
Waterloo ARL
Wayne State ARL, GWLA
Wellesley College Oberlin Group
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Institution Membership(s)
Wesleyan University Oberlin Group
West Virginia GWLA
Western ARL
Wheaton College Oberlin Group
Whitman College Oberlin Group
Whittier College Oberlin Group
Willamette University Oberlin Group
Williams College Oberlin Group
Wisconsin ARL, BTAA
Wyoming GWLA
Yale ARL
York ARL
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APPENDIX B: RECRUITMENT EMAILS
Recruitment Email: Named Recipients
This message is intended for *|MMERGE6|*
Dear *|FNAME|*,
We are writing today to ask for your participation in a research project “Content Strategy in
Practice within Academic Libraries,” (CU Boulder IRB Protocol #18-0670), led by co-investigators
Courtney McDonald and Heidi Burkhardt (University of Michigan).
We have provided the information below as a downloadable PDF should you wish to
keep it for your records.
The purpose of the study is to establish an understanding of the degree of institutional
engagement in web content strategy within academic and research libraries, and what trends may
be detected in this area of professional practice.
Our primary subject population consists of academic and research libraries that are members of
the following nationally and regionally significant membership organizations (excluding non-
academic member institutions): Association of Research Libraries, Big Ten Academic Alliance,
Greater Western Library Alliance, and/or the Oberlin Group.
If you opt to participate, we expect that you will be in this research study for the duration of the
time it takes to complete our web-based survey.
You will not be paid to be in this study. Whether or not you take part in this research is your
choice. You can leave the research at any time and it will not be held against you.
We expect about 210 people, representing their institutions, in the entire study internationally.
This survey will be available over a four-week period in the spring of 2020, through Friday, May 1.
** Confidentiality
------------------------------------------------------------
Information obtained about you for this study will be kept confidential to the extent allowed by
law. Research information that identifies you may be shared with the University of Colorado
Boulder Institutional Review Board (IRB) and others who are responsible for ensuring compliance
with laws and regulations related to research, including people on behalf of the Office for Human
INFORMATION TECHNOLOGY AND LIBRARIES MARCH 2021
WEB CONTENT STRATEGY IN PRACTICE WITHIN ACADEMIC LIBRARIES | MCDONALD AND BURKHARDT 28
Research Protections. The information from this research may be published for scientific
purposes; however, your identity will not be given out.
** Questions
------------------------------------------------------------
If you have questions, concerns, or complaints, or think the research has hurt you, contact the
research team at crmcdonald@colorado.edu.
This research has been reviewed and approved by an IRB. You may talk to them at (303) 735 -
3702 or irbadmin@colorado.edu if:
* Your questions, concerns, or complaints are not being answered by the research team.
* You cannot reach the research team.
* You want to talk to someone besides the research team.
* You have questions about your rights as a research subject.
* You want to get information or provide input about this research.
Thank you for your consideration,
Courtney McDonald
crmcdonald@colorado.edu
Heidi Burkhardt
heidisb@umich.edu
============================================================
Not interested in participating?
You can ** unsubscribe from this list (*|UNSUB|*).
This email was sent to *|EMAIL|* (mailto:*|EMAIL|*)
why did I get this? (*|ABOUT_LIST|*) unsubscribe from this list (*|UNSUB|*) update
subscription preferences (*|UPDATE_PROFILE|*)
INFORMATION TECHNOLOGY AND LIBRARIES MARCH 2021
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Recruitment Email: Named Recipients
Dear library colleague,
We are writing today to ask for your participation in a research project “Content Strategy in
Practice within Academic Libraries,” (CU Boulder IRB Protocol #18-0670), led by co-investigators
Courtney McDonald and Heidi Burkhardt (University of Michigan).
Our primary subject population consists of academic and research libraries that are members of
the following nationally and regionally significant membership organizations (excluding non -
academic member institutions): Association of Research Libraries, Big Ten Academic Alliance,
Greater Western Library Alliance, and/or the Oberlin Group.
We ask that you forward this message to the person in your organization whose role
includes oversight of your public web site. We are only requesting a response from one person
at each institution contacted. Thank you for your assistance in routing this request.
We have provided the information below as a downloadable PDF should you wish to
keep it for your records.
The purpose of the study is to establish an understanding of the degree of institutio nal
engagement in web content strategy within academic and research libraries, and what trends may
be detected in this area of professional practice.
If someone within your library opts to participate, we expect that person will be in this research
study for the duration of the time it takes to complete our web-based survey.
The participant will not be paid to be in this study. Whether or not someone in your library takes
part in this research is an individual choice. The participant can leave the research at any time and
it will not be held against them.
We expect about 210 people, representing their institutions, in the entire study internationally.
This survey will be available over a four-week period in the spring of 2020, through Friday, May 1.
** Confidentiality
------------------------------------------------------------
Information obtained about you for this study will be kept confidential to the extent allowed by
law. Research information that identifies you may be shared with the University of Co lorado
Boulder Institutional Review Board (IRB) and others who are responsible for ensuring compliance
with laws and regulations related to research, including people on behalf of the Office for Human
Research Protections. The information from this research may be published for scientific
purposes; however, your identity will not be given out.
INFORMATION TECHNOLOGY AND LIBRARIES MARCH 2021
WEB CONTENT STRATEGY IN PRACTICE WITHIN ACADEMIC LIBRARIES | MCDONALD AND BURKHARDT 30
** Questions
------------------------------------------------------------
If you have questions, concerns, or complaints, or think the research has hurt you, contact the
research team at crmcdonald@colorado.edu.
This research has been reviewed and approved by an IRB. You may talk to them at (303) 735 -
3702 or irbadmin@colorado.edu if:
* Your questions, concerns, or complaints are not being answered by the research team.
* You cannot reach the research team.
* You want to talk to someone besides the research team.
* You have questions about your rights as a research subject.
* You want to get information or provide input about this research.
Thank you for your consideration,
Courtney McDonald
crmcdonald@colorado.edu
Heidi Burkhardt
heidisb@umich.edu
============================================================
Not interested in participating?
You can ** unsubscribe from this list (*|UNSUB|*).
This email was sent to *|EMAIL|* (mailto:*|EMAIL|*)
why did I get this? (*|ABOUT_LIST|*) unsubscribe from this list (*|UNSUB|*) update
subscription preferences (*|UPDATE_PROFILE|*)
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APPENDIX C: SURVEY QUESTIONS
Web Content Strategy Methods and Maturity
Start of Block: introduction
Q1 Web Content Strategy Methods and Maturity in Academic Libraries (CU Boulder IRB
Protocol #20-0581)
Purpose of the Study The purpose of the study is to gather feedback from practitioners on the
proposed Content Strategy Maturity Model for Academic Libraries, and to further enhance our
understanding of web content strategy practice in academic libraries and the needs of its
community of practice.
Q2 Please make a selection below, in lieu of your signature, to document that you h ave read
and understand the consent form, and voluntarily agree to take part in this research.
o Yes, I consent to take part in this research. (1)
o No, I do not grant my consent to take part in this research. (2)
Skip To: End of Survey If Q2 = No, I do not grant my consent to take part in this research.
End of Block: introduction
Start of Block: Demographic Information
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Q3 Estimated total number of employees (FTE) at your library organization:
o Less than five (12)
o 5-10 (13)
o 11-20 (14)
o 21-99 (15)
o 100-199 (16)
o 200+ (17)
Q4 Estimated number of employees with editing privileges within your primary library website:
o Less than five (12)
o 5-10 (13)
o 11-20 (14)
o 21-99 (15)
o 100-199 (16)
o 200+ (17)
Q5 Does your library have a documented web content strategy and / or a web content governance
policy?
o No (1)
o Yes (2)
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Q6 Are there position(s) within your library whose primary duties are focused on creation,
management, and/or editing of web content?
o No (1)
o Yes, including myself (2)
o Yes, not including myself (3)
End of Block: Demographic Information
Start of Block: Web Content Strategy
Q7 Please indicate the degree to which each of the five elements of content strategy are currently
in practice at your library.
Q8
Creation
Employ editorial workflows, consider content structure, support writing.
Definitely true (48)
Somewhat true
(49)
Somewhat false
(50)
Definitely false
(51)
This is currently
in practice at my
institution. (1) o o o o
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Q9
Delivery
Consider findability, discoverability, and search engine optimization, plus choice of content
platform or channels.
Definitely true (48)
Somewhat true
(49)
Somewhat false
(50)
Definitely false
(51)
This is currently
in practice at my
institution. (1) o o o o
Q10
Governance
Support maintenance and lifecycle of content, as well as measurement and evaluation.
Definitely true (31)
Somewhat true
(32)
Somewhat false
(33)
Definitely false
(34)
This is currently
in practice at my
institution. (1) o o o o
Q11
Planning
Use an intentional and strategic approach, including brand, style, and writing best practices.
Definitely true
(31)
Somewhat true
(32)
Somewhat false
(33)
Definitely false
(34)
This is currently
in practice at my
institution. (1) o o o o
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Q12
User Experience
Consider needs of the user to produce relevant, current, clear, concise, and in context.
Definitely true
(31)
Somewhat true
(32)
Somewhat false
(33)
Definitely false
(34)
This is currently
in practice at my
institution. (1) o o o o
Q13 Please rank the elements of content strategy (as defined above) in order of their priority
based on your observations of practice in your library.
• ______ Creation (1)
• ______ Delivery (2)
• ______ Governance (3)
• ______ Planning (4)
• ______ User Experience (5)
Q14 How would you assess the content strategy maturity of your organization?
o Basic (1)
o Intermediate (2)
o Advanced (3)
End of Block: Web Content Strategy
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Start of Block: Thank you!
Q15 Your name:
________________________________________________________________
Q16 Thank you very much for your willingness to be interviewed as part of our research study.
Prior to continuing on to finalize your survey submission, please sign up for an interview time:
[link]
(this link will open in a new window in order to allow you to finalize and submit your survey
response after scheduling an appointment)
Please contact Courtney McDonald, crmcdonald@colorado.edu, if you experience any difficulty in
registering or if there is not a time available that works for your schedule.
End of Block: Thank you!
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APPENDIX D: INFORMED CONSENT DOCUMENT
Permission to Take Part in a Human Research Study Page 37 of
28
Title of research study: Content Strategy in Practice within Academic Libraries
IRB Protocol Number: 18-0670
Investigators: Courtney McDonald and Heidi Burkhardt
Purpose of the Study
The purpose of the study is to establish an understanding of the degree of institutional
engagement in web content strategy within academic and research libraries, and what trends may
be detected in this area of professional practice.
Our primary subject population consists of academic and research libraries that are members of
the following nationally and regionally significant membership organizations (excluding
nonacademic member institutions): Association of Research Libraries, Big Ten Academic Alliance,
and/or Greater Western Library Alliance.
We expect that you will be in this research study for the duration of the time it takes to complete
our web-based survey.
We expect about 210 people, representing their institutions, in the entire study internationally.
Explanation of Procedures
We are directly contacting each library to request that the appropriate individual(s) complete a
web-based survey. This survey will be available over a four-week period in the spring of 2020.
Voluntary Participation and Withdrawal
Whether or not you take part in this research is your choice. You can leave the research at any
time and it will not be held against you.
The person in charge of the research study can remove you from the research study without your
approval. Possible reasons for removal include an incomplete survey submission.
Confidentiality
Information obtained about you for this study will be kept confidential to the extent allowed by
law. Research information that identifies you may be shared with the University of Colorado
Boulder Institutional Review Board (IRB) and others who are responsible for ensuring compliance
with laws and regulations related to research, including people on behalf of the Office for Human
Research Protections. The information from this research may be published for scientific
purposes; however, your identity will not be given out.
Payment for Participation
You will not be paid to be in this study.
Contact for Future Studies
We would like to keep your contact information on file so we can notify you if we have future
research studies we think you may be interested in. This information will be used by only th e
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principal investigator of this study and only for this purpose. You can opt-in to provide your
contact information at the end of the online survey.
Questions
If you have questions, concerns, or complaints, or think the research has hurt you, contact to the
research team at crmcdonald@colorado.edu
This research has been reviewed and approved by an IRB. You may talk to them at (303) 735-
3702 or irbadmin@colorado.edu if:
• Your questions, concerns, or complaints are not being answered by the research team.
• You cannot reach the research team.
• You want to talk to someone besides the research team.
• You have questions about your rights as a research subject.
• You want to get information or provide input about this research.
Signatures
In lieu of your signature, your acknowledgement of this statement in the online survey document
documents your permission to take part in this research.
mailto:crmcdonald@colorado.edu
mailto:irbadmin@colorado.edu
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APPENDIX E: OTHER CONTENT MANAGEMENT SYSTEMS MENTIONED BY RESPONDENTS
Question #4: Which of the following content management systems does your library use to
manage library-authored web content?
Write-in responses for ‘Proprietary system hosted by institution’
● XXXXXXXXXXX
• ArchivesSpace
• Pressbooks
• Preservica
• Hippo CMS
• Siteleaf
• Cascade
• dotCMS
• Terminal Four
• Acquia Drupal
• Fedora based digital collections system built in house
Write-in responses for ‘Other”
• wiki and blog
• We draft content in Google Docs & also use Gather Content for auditing.
• Google Sites
• Cascade
• Ebsco Stacks
• MODX
• Islandora and Online Journal System
• Contentful
• We also have some in-house-built tools such as for room booking; some of these are quite
old and we would like to upgrade or improve them when we can. (Very few people can
make edits in these tools.)
• Cascade
• The majority of the library website (and University website) is managed by a locally
developed CMS; however, the University is in the process of migrating to the Acquia Drupal
CMS.
• Blacklight, Vivo, Fedora
• Most pages are just Non-CMS for the website
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APPENDIX F: ORGANIZATIONAL RESPONSIBILITY FOR CONTENT; AND POSITION TITLES
Question 6
Please explain how your organization distributes responsibility for content hosted in your content
management system(s). If different parties (individuals, departments, collaborative groups) are
responsible for managing content in different platforms please describe.
• We have one primary website manager who oversees the management of the website,
including content strategy and editing, and 2 editors who assist with small editing tasks.
• We have content editors that edit content for individual libraries and collections. There is a
content creator network managed by library communications. They provide trainings and
guidance for content editors and act as reviewers, but not every single thing gets reviewed.
• We have a team of developers and product owners who are responsible for managing web
content.
• We currently have a very distributed model, where virtually any library staff member or
student assistant can request a Drupal account and then make changes to existing content
or develop new pages. We have a cross-departmental team that oversees the Libraries'
web interfaces and makes decisions about library homepage content, the menu navigation,
overall IA, etc. We have web content guidelines to help staff as they develop new content.
We have identified functional and technical owners for each of our CMSs and have slightly
different processes for managing content in those CMSs. Our general approach, however, is
very inclusive (for better or worse ;) )-- lots of staff have access to creating and editing
content.
We are, however, moving to a less distributed content for Drupal in particular. Moving
forward, we'll have a small team responsible for editing and developing new content. This
is to ensure that content is more consistent and user-centered. We attempted to identify
funding for a full-time content manager but were unsuccessful, so this team will attempt to
fill the role of a full-time content manager.
• UX is the product owner and admin. If staff want content added to the website, they send a
request to UX, we structure and edit content in a google doc, and then UX posts to the
website.
• There's no method for how or why responsibility is distributed. It ends up being something
like, someone wants to add some content, they get editing access, they can now edit
anything for as long as they're at the library. We are a super decentralized and informal
library.
• The primary content managers are the XXXXXX Librarian and the XXXXXX. Other
individuals (primarily librarians) that are interested in editing their content have access on
our development server. Their edits are vetted by the XXXXXXand/or the XXXXXX Librarian
before being moved into production.
• The XXXXXX department (6 staff) manages content and helps staff throughout the
organization create and maintain content. UX staff sometimes teach others how to manage
content, and sometimes do it for them. If design or content is complex, usually UX staff do
the work. Many staff don't maintain any content beyond their staff pages. Subject
specialists and instruction librarians maintain content [like] LibGuides-like content, but we
don't use LibGuides. Branch library staff maintain most of the content for their library
pages.
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• In addition, the XXXXXX manages the catalog. The XXXXXX department manages special
web projects. And the XXXXXX department manages social media, publications, and news.
• A Web Content Team made up of two administrators and librarians from XXXXXX and
XXXXXX makes executive-level decisions about web content.
• The XXXXXX Team (XXXXXX) provides oversight and consulting for online user interfaces
chaired by a XXXXXXposition which is new and is not yet filled.
• For the public website, content editing is distributed to many groups and teams throughout
the libraries.
• The XXXXXXteam manages the main portions of the site including the homepage, news,
maps, calendars, etc. The research librarians and subject liaisons manage the research
guides. The XXXXXX provides guidance regarding overall responsibilities and style
guidelines.
• Site structure and top-level pages for our main website resides with XXXXXX. Page content
is generally distributed to the departments closest to the services described by the pages.
• Right now editing of pages is distributed to those individuals who have the closest
relationship to the pages being edited, with a significantly smaller number of people having
administrative access to all of the libraries' websites.
• Primary website is co-managed by XXXXXX team (4 people) and XXXXXX team (3 people).
XXXXXXteam creates timely content about news/events/initiatives while XXXXXX team
manages content on evergreen topics.
• Research librarians and staff manage LibGuides content, which is in sore need of an
inventory and pruning.
• Primarily me, plus two colleagues who serve with me as a web editorial board
• One librarian manages the content and makes changes based on requests from other
library staff
• My role (XXXXXX) is XXXXXX. We also have a web content creator in our XXXXXX. I chair
our XXXXXXGroup (XXXXXX), which has representatives from each division in the library
and they are the primary stewards of supporting library authored web content. Our
"speciality" platforms (LibGuides, Omeka, and WordPress for microsites) all have service
leads, but content is managed by the respective stakeholders. The lead for LibGuides is a
XXXXXX [group] member due to its scope and scale. In our primary website, we are
currently structured around Drupal Organic Groups for content management with XXXXXX
[group] having broad editing access. In our new website, all content management will go
through the XXXXXX, with Communications for support and dynamic content (homepage,
news, events) management.
• Management is somewhat in flux right now. We recently migrated our main web site to
Acquia Drupal; there is a very new small committee consisting of XXXXXX, and three
representatives from elsewhere in the library. For LibGuides, all reference, instructio n, and
subject librarians can edit their own guides; the XXXXXX has tended to have final oversight
but I don't know if this has ever been formally delegated.
• Librarians manage their own LibGuides subject guides; Several members of XXXXXX can
make administrative changes to coding, certificates, etc. on the entire site; there are
individuals in different departments who control their own pages/LibGuides. There is a
group within the library that administers Wordpress for the institution. Other content
systems are administered by individuals within the library.
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• Librarians are responsible for their own LibGuides. The XXXXXX department manages
changes to most content, although some staff do manage their own WordPress content.
They tend not to want to.
• Individuals. Mainly one person authors content. The other individual has created some
research guides.
• Individuals in different positions and departments within the library are assigned roles
based on the type of content they frequently need to edit.
• For instance, XXXXXX staff have the ability to create and edit Exhibition content in Drupal.
XXXXXX staff and XXXXXX staff have the ability to create and edit equipment content. The
event coordinator and librarians and staff involved in instruction are allowed to create and
edit event and workshop listings.
• Only the communication coordinator is permitted to create news items that occupy real
estate on the home page and various service point home pages.
• As for general content, the primary internal stakeholders for that content typically create
and edit that content, but if any staff notice a typo or factual error they are encouraged to
correct them on their own, although they can also submit a request to the IT department if
they are not comfortable doing so.
• Subject specific content is hosted in LibGuides, and is maintained by subject liaison
librarians. Other content in LibGuides, software tutorials or information related to
electronic resources for example, is created and maintained by appropriate specialists.
• The Drupal site when launched had internal stakeholders explicitly defined for each page,
and only staff from the appropriate group could edit that content (e.g. if XXXXXX was
tagged as the only stakeholder for a page about XXXXXX policies, then only staff from the
XXXXXX department with editing privileges could edit that page). This system was
abandoned after about two years as it was considered too much overhead to maintain and
also the introduction of a content revisioning module that kept a history of edits alleviated
fears of malicious editing.
• Individuals are assigned pages to keep content updated. The XXXXXX is responsible for
coordinating with those staff and offers training to make sure content gets updated.
• Individual liaison librarians are responsible for their own LibGuides. I and the "XXXXXX"
are the primary editors of the WordPress site, although 4 others have editing access (an
employee who writes and posts News articles, the liaison librarian who spearheaded our
new video tutorials, and two who work in Special Collections to update finding aids on that
site, which is still on WordPress and I would consider under the main libraries web page,
but is part of a multisite installation.)
• In Omeka and LibGuides, librarians are pretty self-sufficient and responsible for all of their
own content. The three or four digital projects faculty and staff who work with Omeka
manage it internally alongside one of our developers. Our Omeka instance is relatively
small-scale.
• I (XXXXXX) oversee our LibGuides environment. While I am in the process of creating and
implementing formal LibGuides content and structure guidelines, as of now it's a bit of a
free-for-all with everyone responsible for the content pertaining to their own liaison
department(s). Content is made available to patrons via automatically populating legacy
landing pages (we've had LibGuides for a decade and I've been with the institution not yet a
year).
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• As the XXXXXX, I am ultimately responsible for almost all of the content in our WordPress
environment. That said, I try to distribute content upkeep responsibilities to the relevant
department for each piece of the site. Managers and committee chairs provide me with
what they want on the web, and as needed (and in consultation with them) I
review/rewrite it for the web (plain language), develop information architecture, design
the front-end, and accessibly publish the content. There are only a few faculty and staff at
my library who are comfortable with WordPress -- but one of my long-term goals is to
empower more folks to enact their own minor edits (e.g., updating hours, lending policies,
etc.) while I oversee large-scale content creation, overall architecture, and strategy. We
have a blog portion of our WordPress site which is not managed by anyone in particular,
but I tend to clean it up if things go awry.
• Generally all of our web authors *can* publish to most parts of the site. (A very few content
types (mostly featured images that display on home pages) can be edited only by admins
and a small number of super-users.) However the great majority of people who can post
content very rarely do (and some never do). Some edit or post only to specific blogs, some
only to their own guides or to very specific pages or suites of pages (e.g. liaison librarians to
their own guides; thesis assistant to thesis pages). Our small group in XXXXXX reviews new
and updated pages and edits for in-house style and usability guidelines, and also trains and
works collaboratively with web authors to create more usable content and reduce
duplication -- but given the large number of authors (with varied priorities, skills, and
preferences) and pages we have trouble keeping up. We also more actively manage content
on home pages.
• For the main website and intranet, we have areas broken apart by unit area. We use
workbench access to determine who can edit which pages. Libguides is managed by
committee, but most of the librarians have access. Proprietary systems have separate
accounts for those who need access.
• For LibGuides, librarians can create content as they like, though there is a group that
provides some (light) oversight. For main library website, most content is overseen by
departments (in practice, one person each from a handful of “areas”, such as the branches,
access services, etc.).
• DotCMS is primarily managed in Systems (2 staff), with delegates from admin and outreach
allowed to make limited changes to achieve their goals. LibGuides is used by all librarians
and several staff, with six people given admin privileges. Wordpress is used only in Special
Collections.
• XXXXXX Dept manages major public facing platforms (Drupal, WordPress, and shares
Libguides responsibilities with XXXXXX Dept). XXXXXX manages Omeka. Within platforms,
responsibilities are largely managed by department with individuals assigned content
duties & permissions as needed.
• Different units maintain their content; one unit has overall management and checks for
uniformity, needed updates, and broken links.
• Developers/communications office oversees some aspects, library management, research
and collections librarians, and key staff edit other pieces.
• Currently, content is maintained by the XXXXXX librarian in coordination with content
stakeholders from around the organization. We are in the process of migrating our site
from Drupal to OmniUpdate. Once that is complete, we will develop a new model for
content responsibilities.
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• Content is provided by department/services.
• 5 librarians manage the Libguides
Question 9
Titles of positions in your organization whose primary duties involve creation, management and/or
editing of web content:
• Head of Web Services; Developer; Web Designer; User Experience Librarian
• User Experience Librarian, Lead Librarian for Discovery Systems, Digital Technologies
Development Librarian, Lead Librarian for Software Development. And we have titles that
are university system IT titles that don't mean a whole lot, such as Technology Support
Specialist and Business and Technology Applications Analyst.
• Web Content Specialist
• User Experience Strategist, User Experience Designer, User Experience Student Assistants ,
Director of Marketing Communications and Events
• Sr. UX Specialist
• Web Support Consultant; Coordinator, Web Services & Library Technology
• Editor & Content Strategist in library communications
• Web Manager
• Discovery & Systems Librarian
• Head of Library Systems and Technology
• Web Services and Data Librarian
• Communications Manager
• Web Content and User Experience Specialist
• Metadata and Discovery Systems Librarian, Systems Analyst, Outreach Librarian
• Digital Services Librarian; Manager, Communication Services; Communication Specialist
• (1) Web Project Manager and Content Strategist, (2) Web Content Creator
• Web Services Librarian
• Web Developer II
• Sr. Software Engineer, Program Director for Digital Services
• User Experience Librarian
• Digital Initiatives & Scholarly Communication Librarian; Senior Library Associate in Digital
Scholarship and Services
• Web Services and Usability Librarian
• Senior Library Specialist -- Web Content
• Web Developer, software development librarian
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APPENDIX G: DEFINITIONS OF WEB CONTENT STRATEGY
Question 11
In your own words, please define web content strategy.
• A cohesive plan to create an overall strategy for web content that includes tone,
terminology, structure, and deployment to best communicate the institution's message and
enable the user. For the next question, the true answer is sort of. We have the start of a
style guide. We also have the University's branding policies. We also have a web
governance committee that is university-wide, of which I'm a part of. However, we don't
have a complete strategy and it is certainly not documented. So you pick.
• Planning, development, and management of web content. Two particularly important parts
of web content strategy for academic library websites: 1. keeping content up to date and
unpublishing outdated content. 2. Building consensus for the creation and maintenance of
a Web Style Guide and ensuring that content across the large website adheres to the style
guide.
• Strategies for management of content over its entire lifecycle to ensure it is accurate,
timely, usable, accessible, appropriate, findable, and well-organized.
• A system of workflows, training, and governance that supports the entire lifecycle of
content, including creation, maintenance, and updating of content across all
communications channels (e.g. websites, social media, signage).
• A comprehensive, coordinated, planned approach to content across the site including
components such as style guides, accessibility, information architecture, discoverability,
SEO.
• Not terribly familiar with the concept in a formal sense but think of it related to how the
institution considers the intersection of content made available by the institution, the
management and governance of issues such as branding/identity, accessibility, design,
marketing, etc.
• Intentional and coordinated vision for content on the website
• Content strategy is the planning for the lifecycle of content. It includes creating, editing,
reviewing, and deleting content. We also use a content strategy framework to determine
each of the following for the content on our websites: audience, page goal, value
proposition, validation, and measurement strategy.
• Website targets the community to ensure they can find what they need
• The process of creating and enacting a vision for the organization and display of web
content so that it is user friendly, accurate, up-to-date, and effective in its message. Web
content strategy often involves considering the thoughts and needs of many stakeholders,
and creating one cohesive voice to represent them all.
• Web content strategy is the planning, design, delivery and governance plan for a website.
This responsibility is guided by the library website management working group.
• A web content strategy is a cohesive approach to managing and editing online content. An
effective strategy takes into account web accessibility standards and endeavors to produce
and maintain consistent, reliable, user-centered content. An effective content strategy
evolves to meet the needs of online users and involves regular user testing and reviews of
web traffic/analytics.
• Web content strategy is the theory and practice of creating, managing, and publishing web
content according to evidence-based best practices for usability and readability
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• Making sure your content aligns with both your business goals and your audience needs.
• A plan to oversee the life cycle of useful, usable content from its creation through
maintenance and ultimately removal.
• Web content strategy is the overarching strategy for how you develop and disseminate web
content. Ideally, it would be structured and user tested to ensure that the content you are
spending time developing is meeting the needs of your library and your community.
• A web content strategy guides the full lifecycle of web content, including creation,
maintenance, assessment, and retirement. It also sets guiding principles, makes
responsibility and authority clear, and documents workflows.
• An overarching method of bringing user experience best practices together on the website
including: heuristics, information architecture, and writing for the web
• Planning and management of online content
• A defined strategy for creating and delivering effective content to a defined audience at the
right time.
• In the most basic sense, web content strategy is matching the content, services and
functionality of web properties with the organizational strategic goals.
• Web content strategy can include guidelines, processes, and/or approaches to making your
website(s) usable, sustainable, and findable. It's a big-picture or higher-level way of
thinking about your site(s), rather than page by page or function by function.
• Deliberate structures and practices to plan, deliver, and evaluate web content.
• producing content that will be useful to users and easy for them to access
• Tying content to user behavior/user experience?
• Web content strategy is the thoughtful planning and construction of website content to
meet users' needs.
• n/a
• Cohesive planning, development, and management of web content, to engage and support
library users.
• Working with teams and thinking strategically and holistically about the usability,
functions, services, information, etc. provided on the website to best meet the needs of the
site's users, as well as incorporating the marketing/promotional perspectives offered by
the website.
• planning and managing web content
• Web content strategy is the idea that all written and visual information on a certain site
would conform to or align with the goals for that site.
• Ensuring that the most accurate and appropriate words, images, and other assets are
presented to patrons at the point of need, while using web assets to tell stories patrons
might not know they want to know.
Abstract
Introduction
Background
Maturity Models
Application of Maturity Models Within User Experience Work in Libraries
Assessing the Maturity of Content Strategy Practice in Libraries
Methods
Findings
Demographic Information
Infrastructure & Organizational Structure
Content Management Systems
Dedicated Positions, Position Titles, and Organizational Workflows
Web content strategy practices
Discussion
Proposed Maturity Model
Content Strategy Maturity Model for Academic Libraries
Level 1: Ad hoc
Level 2: Establishing
Level 3: Scaling
Level 4: Sustaining
Level 5: Thriving
Conclusion
Endnotes