FY13 Planning Task Force User Services Task Force Open Meeting of the ULS Administrative Council December 14 2011 Agenda What the task forces were asked to do Introduction to the Strategic Options Analyses ID: 444410
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Slide1
Task Force Report to ULS Colleagues
FY13 Planning Task Force
User Services Task Force
Open Meeting of the ULS Administrative Council
December 14, 2011Slide2
Agenda
What the task forces were asked to do
Introduction to the Strategic Options Analyses
Executive summary
What we learned
What we recommend
Anticipated next
s
tepsSlide3
What the task forces were asked to do
FY13 Planning TF
Increase opportunities for ULS staff to participate in FY13 planning process
Focus on digital library
Produce strategic option analysis as input to development of ULS FY13 plan
User Services TF
Focus on organizational redesign/new service model for FY12
Engage with ULS stakeholders
Produce strategic options analysis as input to development of ULS FY13 planSlide4
Task Forces
FY13 Planning Task Force
Aaron
Brenner
Tim Deliyannides
Pat DuckLuke FerdinandEd GallowayArif Jamal
Robin Kear
Ann McLeod
Dennis SmithEve WiderJeff WisniewskiClare Withers
User Services Task Force
Judy Brink
Pattie Duff
Jeanann Haas
Marnie Hampton
Martha Mantilla
Marc Ross
Eugene Sawa
Dennis
Smith
Clare Withers
Phil Wilkin
Added for next stage of work: Pat Duck, Bill GentzSlide5
What is a strategic option?
Strategic options are
creative, action-oriented responses to the library’s changing environment.
They take into account the facts, community needs, trends, opportunities and threats facing the ULS. Strategic options are identified following an organizational assessment that keeps in mind the changing environment, mission and aspirations of the library. The TF will conduct the organizational assessment inclusively by using “Future Search” conferences focusing on (1) public and collections services and (2) the ULS digital library. They will analyze the output of the Future Search conferences to develop and submit a
strategic options analysis
…
--Charge, ULS FY13 Planning Task ForceSlide6
Report Writing ProcessSlide7
Our Strategic Options Analyses
Structure
Strategic traceability
Sources of information
Represents ideal
Actions not prioritized or ranked in any way
Actions represent “what to do” not “how”
No assessment of what ULS has capacity to do
User Services SOA presupposes completion of user service organizational redesign in FY12 Slide8
8
From university mission
statement
From ULS
Long Range
Plan
Themes discussed by TFs
Readings
Future Search results
Discussion boardsSlide9
Fiscal Year 13 Task Force
Focus
on ULS “Digital Library”,
with
a broad, inclusive definition of that termSlide10
Fiscal Year 13 Task ForceMajor Themes
Improving discoverability
User-centeredness in design, services, and decision-making
Improving communication & collaboration
Building on Open Access & publishing
strengths; support of University OA Policy
Review of digital library
s
ervices, partnershipsSlide11
Discoverability
R
emote access to licensed content: s-remote
I
ncreased mobile presence
Integration of ULS resources in third-party platformsSlide12
User-CenterednessUser / Usage / Usability Studies
User-centered redesign of Digital Library
Ongoing planning incorporates user researchSlide13
Communication & Collaboration
The “Collaborative” model
Internal and external
c
ommunication plans
Engagement with user communitiesSlide14
Open Access & Publishing
Engage with faculty & promote Open Access across University
More efficiently ingest content into
D-Scholarship
Continue to expand e-publishing
14Slide15
Review of Digital Library Services & Partnerships
Informed by user research, produce digital library roadmap
Review partnerships; pursue new collaborations
Review organizational structure of digital librarySlide16
User Services Task ForceUser-centered services in Hillman
Hillman ground floor redesign
Library Liaison model
Highlight and build collectionsSlide17
Hillman Ground Floor RedesignOne Desk – merge services for “one point” service
Cross-Training for Public Services
Library Liaison model
Seamless reference
Streamlined delivery Slide18
Hillman Ground Floor Redesign
Evaluating and reducing ground floor collections
More study areas
More group study areas
Group study reservation system
Flexible teaching spaces “Concierge Desk”
Media center
Data management lab Slide19
Hillman Redesign ConceptsInclude faculty and students as advisors for specific initiatives
Instruction
21
st
Century teaching spaces
Leverage Webinar and other emerging technologyInstructional Designer expertiseOpportunities to create credit bearing IL course Slide20
Liaison Librarian Model
Position description framework (already ongoing) – identifying models and best practices
Professional development
Develop a “Toolkit” to support the transition to LL model
Technology training and use – mobiles & new technology
Comparable training for support staff in new or evolving rolesSlide21
Highlight and Build Collections
Patron Driven Acquisitions
Raise visibility and use of collections
Explore alternative access to ULS resources
Mobile and social media access to collections
Streamline
GetIt
, EZ Borrow, ILL to improve usability and visibility of collections
Work with Liaison Librarian model to improve awareness and use of collections
Promote collections via lectures, workshops and programsSlide22
Highlight and Build Collections
Improve and build on international exchange programs
Establish new international exchange programs
Work with publishing partners to further develop our digital collections
Investigate a process for grant writing and funding options
Ecommerce payment gateway
Investigate limited on-site community access Slide23
Marketing and Promotion
Targeted marketing of collections, reference and instruction services
Social Media – publicize and help build services and collectionsSlide24
Organizational Development
Improve internal and external communication
“
Collaboratives
” for group and project work
Selected use, user, and usability studies to inform planning and activitiesIdentify and update skills, competencies and support professional development of librarians and staff (including cross-training)
Continue inclusive strategic planning processSlide25
What is a collaborative?An organized effort of shared learning by a team
Structured cross-learning
Develop or adapt best practices to a local situation
Build consensus and achieve significant results in a short period of time
Can form subgroups as neededSlide26
Example from University of Minnesota LibrariesSlide27
Next steps for User Services TF (from the charge)
Establish
public and collections services design principles
by
:
Creating a user-centered vision (zero based) of ULS public and collections services three years from now Creating a prioritized roadmap for the design, development, and implementation of the envisioned servicesRecommending principles for user services space redesign that is aligned with best practices, the vision and roadmap
Recommending principles for the redefinition of traditional roles (e.g., reference, instruction, collection development librarians) and the integration of new roles that are aligned with the vision and roadmap
Recommending principles for professional training and development needed to move to these new
rolesSlide28
What the task forces are asked to do nextSlide29
Task Force membersHeidi CardElvia Arroyo-Ramirez
Noreen
Jerin
Rick Hoover
John
FudrowSusan NeumanMany others!!!