Transcript Task Force Report to ULS Colleagues - D

Task Force Report to
ULS Colleagues
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
• Executive summary
 What we learned
 What we recommend
• Anticipated next steps
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 plan
Task Forces
FY13 Planning Task Force
User Services Task Force
Aaron Brenner
Tim Deliyannides
Pat Duck
Luke Ferdinand
Ed Galloway
Arif Jamal
Robin Kear
Ann McLeod
Dennis Smith
Eve Wider
Jeff Wisniewski
Clare Withers
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 Gentz
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 Force
Report Writing Process
Small Group
Discussions,
Brown bags,
SharePoint
readings and
discussions
Task Force
readings,
presentations
and
discussions
Strategic
Options
Analyses
Future
Search
Fransen,
Hanson,
Lankes,
Cawthorne,
Dempsey
presentations
Our Strategic Options Analyses
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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
From university
mission
statement
From ULS
Long Range
Plan
Themes discussed by TFs
Readings
Future Search results
Discussion boards
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Fiscal Year 13 Task Force
Focus on ULS “Digital
Library”, with a broad,
inclusive definition of that
term
Fiscal Year 13 Task Force
Major Themes
• Improving discoverability
• User-centeredness in design, services, and decisionmaking
• Improving communication & collaboration
• Building on Open Access & publishing strengths;
support of University OA Policy
• Review of digital library services, partnerships
Discoverability
• Remote access to licensed
content: s-remote
• Increased mobile presence
• Integration of ULS resources
in third-party platforms
User-Centeredness
• User / Usage / Usability
Studies
• User-centered redesign of
Digital Library
• Ongoing planning
incorporates user research
Communication & Collaboration
• The “Collaborative” model
• Internal and external
communication plans
• Engagement with user
communities
Open Access & Publishing
• Engage with faculty & promote Open Access across
University
• More efficiently ingest content into D-Scholarship
• Continue to expand e-publishing
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Review of Digital Library Services
& Partnerships
• Informed by user research, produce
digital library roadmap
• Review partnerships; pursue new
collaborations
• Review organizational structure of
digital library
User Services Task Force
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User-centered services in Hillman
Hillman ground floor redesign
Library Liaison model
Highlight and build collections
Hillman Ground Floor Redesign
One Desk – merge
services for “one point”
service
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Cross-Training for Public Services
Library Liaison model
Seamless reference
Streamlined delivery
Hillman Ground Floor Redesign
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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
Hillman Redesign Concepts
Include faculty and students as
advisors for specific initiatives
Instruction
 21st Century teaching spaces
 Leverage Webinar and other emerging
technology
 Instructional Designer expertise
 Opportunities to create credit bearing IL
course
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 roles
Highlight and Build Collections
• Patron Driven Acquisitions
• Raise visibility and use of
collections
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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 programs
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
Marketing and Promotion
• Targeted marketing of
collections, reference and
instruction services
• Social Media – publicize
and help build services
and collections
Organizational Development
• Improve internal and external communication
• “Collaboratives” for group and project work
• Selected use, user, and usability studies to inform
planning and activities
• Identify and update skills, competencies and support
professional development of librarians and staff
(including cross-training)
• Continue inclusive strategic planning process
What is a collaborative?
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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 needed
Example from University of Minnesota
Libraries
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 services
 Recommending 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 roles
December
January
February
March
What the task forces are asked to do
next
Feb-March
January
-TFs facilitate and
contribute to allstaff workshops to
prioritize objectives
Dec-early Jan
-TF reports to Admin Council,
ULS PBC, PTDG, ULS staff
-Sr. Staff develop draft FY13
objectives
-FY13 TF submit
2nd advisory report
to Sr. Staff
-Sr. Staff submit
FY13 Planning
and Budget Report
-USTF deliver
design principles
for reorganization
of user services
and space to Sr.
Staff
Task Force members
Heidi Card
Elvia Arroyo-Ramirez
Noreen Jerin
Rick Hoover
John Fudrow
Susan Neuman
Many others!!!