Transcript LITA 2004 National Forum Combining Geographical Information System (GIS) Software and Library Statistical Data to Provide Map-Based Library Service and Location Planning Presented by Marc.

LITA 2004 National Forum
Combining Geographical Information System (GIS)
Software and Library Statistical Data to Provide
Map-Based Library Service and Location Planning
Presented by
Marc Futterman, CIVICTechnologies
(888) 606-7600
[email protected]
Copyright © 2004 CIVIC Technologies, Inc. All Rights Reserved.
Introduction
Copyright © 2004 CIVIC Technologies, Inc. All Rights Reserved.
Welcome
• Handout
• Presentation
• Q&A
• Show of hands
• Public, academic, special
• What you do
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Page 3
Objectives
• Introduce GIS
• Demonstrate how GIS works with data
• Examples of GIS in action for SNAP
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Page 4
Civic Technologies…who we are
• Pasadena, California based GIS company
• Service oriented, decision support software
• Focus on public libraries and selected public agencies
and consumer product companies
• Develops
• Customized applications
• Web services
• Strategic alliance with TLC
• ESRI authorized business partner
• Background in urban and regional planning and
community consensus planning processes
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Page 5
CIVICTechnologies library customers
• Customized applications
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County of Los Angeles Public Library
Smiley Library, City of Redlands, California
Glendale Public Library, California
San Diego Public Library
• LibraryDecision
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SNAP, California (Solano, NAPA and Partners), California
Forsyth County Public Library, Georgia
Gwinnett County Public Library, Georgia
County of Los Angeles Public Library
Houston Public Library
Harris County Public Library, Texas
Fort Bend County Public Library, Texas
Orange County Library System, Florida
San Jose Public Library
Clark County Public Library, Ohio
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Page 6
Introduction to GIS
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GIS: decision support software
• GIS
• Geographic information systems
• Method
• To visualize, manipulate, analyze,
and display data by layers
• Accurate
• Translates data into real world
latitude and longitude
• Results
• Smart maps that enable
visualization of relationships and
scenarios previously unimaginable
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GIS: data the source
• GIS links tabular (attribute)
data to map coordinates
• Any type of data with a spatial
aspect
• Rendered as points, lines, and
polygons
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Page 9
Purpose of GIS
• Serving professional staff
planning and management
functions
• What questions do you
need to answer?
• What problems do you
need to solve?
GIS:
• Objectives
• Deliver more effective public
services
• Provide information to make
better informed decisions
• Build consensus faster
• Allocate resources more wisely
• Implement organizational
changes more quickly
• Get everyone on the same page
• Measures the geography of use over time
• Helps you figure how to best meet
community needs
by deploying the right resources to the
right places
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Page 10
Types of GIS
• Customized application or GIS project
• Desktop based
• Expert dependent/focused on an agency department
• Must be customized
• Web service
• Web based
• Standardized service can be customized
• Key issue: managed hosting
• Future: server-based web service
• Like a web service
• Very powerful and robust
• Key issue: managed hosting
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Page 11
Evolving GIS delivery models
• GIS model of use in public agencies: like the old
secretarial pool
• Go to the in-house expert for expertise
• But their expertise is in GIS or public works or planning or transportation,
NOT libraries
• Our objective is to get rid of the middle-person and put
GIS directly in the hands of the library experts: you
• Just like the ILS companies put tools in your hands
• Just like the search engine companies put tools in your hands
Our goal is teach you how to use LibraryDecision as a
web service, then get out of your way
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Page 12
Implementing a GIS
• Do it yourself
• Outsource
• GIS project application
• Disadvantages
• High cost and learning curve for
creating a “GIS startup”
• Lose focus on library services
• Minimum cost:
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Staff time (40%)
Training
Data
Software
$23,500
$16,000 +
$2,500 +
$2,500 +
$2,500 +
• Assign to a sister agency
• GIS project application
• Disadvantages
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• GIS project application or web
service
• Web service > economies of
scale
• Advantages
• Saves staff time and energy to
remain focused on delivering
library services, not GIS services
• Cost effective
• Obtain our analytical and
interpretive insights
• No startup learning curve or cost
• Timely results
• Customer oriented & service
Lose time and control
Costs must still be expended
“They” don’t get libraries
Not customer oriented
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Page 13
GIS software platform
• ESRI “serves” 50% of the $1.2 billion GIS software market
• Other players include Autodesk, Microstation, Intergraph,
MapInfo, Microsoft Map
• Not to be confused with GPS (global positioning systems)
which also uses GIS
• Approach
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Open and interoperable
Secure
Data integrity
Scalability
Supports relational data base management system integration
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Page 14
Other public agency GIS applications
• Other agencies typically use GIS
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Public works
Emergency services (police, fire, 911, etc.)
Transportation
Planning, growth management, and community development
Health care
Environmental
Economic development
• Libraries are late to the party
• Focus on staff use for planning and management
• To serve reference desk/virtual reference
• To serve end-use patrons, business patrons, educational for kids
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Page 15
Non-library data sources
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Census data and geography
• Tracts > block groups >
blocks
Example
of census
tracts
• Census 2000 SF1 and SF3
• Population, age, ethnicity,
households, income, work,
language spoken, education,
occupation, and more
Many blocks actually follow
the street grid and describe
the local city block.
Example
of census
blocks
Others are larger.
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Page 17
Other non-library data
• Geographic data
• National data providers
• TeleAtlas
• ESRI
• Data includes freeways, major
roads, local streets, railroads,
landmarks, lakes and rivers,
political subdivisions,
administrative entities, special
districts, zip codes, and more
• Current year estimate of
population
• From U.S. Census Bureau
• Population projections
• Based upon prior census
counts, current year estimates,
and Federal State Cooperative
Population Projection Program
• Local school data
• NCES
• State and local school districts
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Page 18
LibraryDecision for SNAP
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SNAP Background
• Members
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Benicia Public Library
Dixon Public Library
Napa City-County Library
Napa Valley College Library
Solano Community College
Library
• Solano County Library
• St. Helena Public Library
• Basic facts
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Population: 519,000 people
Area: 1,611 square miles
Seven library districts
Number of library outlets: 16
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Page 20
Collaboration
SNAP
• Need
• Data
LibraryDecision
• Full GIS web service
• Data
• Data integration
services
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CARL.Solution
• Library data system
• Data warehouse
• Data integration
services
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What is LibraryDecision…
…a web service that utilizes state of the art GIS
to analyze and visualize the relationships
between community needs and library
resources in order to deliver more effective
library services.
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Page 22
Empower directors and staff…
…with the information they need to:
• Focus collections development
• Strengthen advocacy planning
• Improve community outreach
• Support grant applications
• Calculate service indicators
• Evaluate service delivery in relation to the organization’s own planning
guidelines
• Plan new facilities
• Identify and select potential library sites
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Page 23
Features
• State of the art GIS tool set
• Unlimited amount of use
• Data and updates
• Easy to use interface
• Unlimited number of
simultaneous users
• Easy to get started
• Available almost 24/7 from
any desktop computer
running Internet Explorer
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• Administrator and user
training
• Technical support
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Two types of users
• Regular users
• Access to all features and functions
• Except those reserved for the Administrator
• Administrator
• Only one
• Manages LibraryDecision
• Update data
• Create service areas
• Manage users (usernames and passwords)
• Intermediary with CIVICTechnologies
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Minimum access requirements
• Desktop computer: 180 MHz
• RAM: 64 mb
• 32 mb free hard disk space
• Monitor: 800 x 600 pixels
• Microsoft Internet Explorer 5.5 Service Pack 2
with cookies enabled
• Network capacity: DSL
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Library data
• General information
• Basic information such as outlet
name, ID, address, phone
number…
• Holdings
• Number and type of holdings
• Usage
• Information concerning
borrowers, circulation, and
programs
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• Facilities
• Descriptions of size, centers,
seating capacity…
• Computers
• Number of computers in various
categories (OPAC, internet
access, etc.)
• Operations
• Hours of operation per week,
amount of staff, and cost of
operation
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Indicators
• Measures library services in relation to the population
served by branch service area
• Basics
• Facilities: square feet per capita
• Holdings: items per capita
• Computers: number of computers per 1,000 people served
• Reader seats: number of reader seats per 1,000 people served
• Meeting room seats: number of meeting room seats per 1,000 people
served
• Parking spaces: number of spaces per 1,000 square feet of building area
• Turnover rate: circulation per item
• Circulation rate: circulation per capita
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Page 28
Possible additional indicators
• Cardholder use tracking
• Penetration rate
• Checkouts
• Proportion of items borrowed by service area
• Facility use tracking
• Programs and audience
• Gatecount
• Prospective cardholder tracking
• Segmentation analysis
• Opportunity rate
• Conversion rate
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Page 29
Tool set
• Interactively create library
service areas
• Tailored services to your community
• Apply planning guidelines
• In six categories to establish
measurable service delivery targets
• Calculate service indicators by
outlet or jurisdiction
• To judge how well library services
meet community needs
• Compare service area
characteristics in tabular and
map formats
• To measure equity of service across
a library’s jurisdiction
• Exchange “map notes”
• To communicate with others
through interactive notes placed on
the map for viewing and comment
• Powerful census block query
tool
• To identify specific population
segments for targeted marketing
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Page 30
Tool set, continued
• Undertake scenario planning
• Develop new library service areas
and site new facilities
• Map cardholder locations
• Through density maps that
demonstrate library use and the
locations of potential new
customers
• Update library data
• As often as desired
• Depend on population
projections and current year
population estimates
• Tailored to customer geography
• Identify future growth patterns
to the census block
• 20-year population projections and
current year estimates identify
where growth is likely to occur
• Identify change in age to the
census block
• 20-year population projections and
current year estimates
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Page 31
Tool set, continued
• Utilize enterprise management
tools
• To manage users and update data
• Customize data access
• In “Our Organization” and “My
Library”
• Customize map display
• Add or remove layers
• Easy to use map display tools
• Identify features, zoom in and out,
pan, go to previous and next extent,
zoom to full extent, measure
distance, turn labels on and off, and
clear selection
• Optional development
• Customized analytical tools can be
developed to address local problems
and issues
• Print, save, or email maps and
reports
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Page 32
Logon
• Go to www.librarydecision.com
• Type in username and password
• Click Login
• Delivered to the Welcome Page
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Welcome page: other information
• Customized
• With the name of each user
• Messages
• Posted by Administrator to
communicate application issues
with each user
• Contact your Administrator
• Email access
• General information
• Reporting period
• Current year population estimates
• Projection year population
projection
• District statistics
• Summary
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Page 34
Launch the map interface
• Press the start button to launch
the map interface
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Map interface basics
• My Library/
Our Organization
• Modules
• Map layers
• Map window
• Map information
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Map layers
• Control the map information
displayed in the map
window
• Click on the Map Layers
arrow and you can see the
symbol that appears on in
the map window
• When a layer is highlighted
in yellow, it is active and you
see the data on the map
• If the layer is white, you
won’t see the data on the
map
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Page 37
Map window
• Portion of the interface where
the map is generated
• Map name upper left, either:
• “Context”
• “People”
• “Measures”
• Control buttons and tools
across the top plus page
specific help
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Page 38
Modules
• Functional groups or feature
sets
• Includes sub-modules
• Decision Map
• Context
• People
• Measures
• Service Area
• Characteristics
• Service indicators
• Layouts and Reports
• Map layout
• Create report
• Administration
• Feedback
Copyright © 2004 CIVIC Technologies, Inc. All Rights Reserved.
• LibraryDecision Administrator
has additional tools to:
• Define service areas
• Manage users
• Update data
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Context Map: Identify Results for Library
• Obtain information about any
map feature by clicking on the
radio button next to a map layer
such as “Library”
• Then click the
button on the
top bar to “Identify Results”
• Then click the same map feature
for which the radio button is
highlighted (“Library”)
• A new window pops up in which
all the data about that branch is
available
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Context Map: Identify Results for Census data
• Click the radio button next to
census
• Highlight the
button
• Then click on any census block
to obtain data on that block
• The Identify Results window
pops up with all the data for that
block
• Note the Identify Results window
identifies the active layer
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Context Map: Stored Query feature
• A tool to search census blocks for
population characteristics
• Select the question mark
button
• Choose a stored query
• Data can either be normalized (percent of
the total population) or the actual number
• Up to three queries can be strung together
• Example: “find blocks with more than 15%
senior citizens 65+ from Census 2000”
• LibraryDecision returns in blue the
census blocks that meet your criteria
• Select the Clear button
going onto other things
Copyright © 2004 CIVIC Technologies, Inc. All Rights Reserved.
before
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Cardholder analysis example
• Example: Smiley
Library in the City of
Redlands, California
• Customized GIS forms the
basis for what we created
in LibraryDecision
• Redlands is in San
Bernardino County 60
miles east of Los Angeles
• There is one library
serving 70,000 people in a
city of approximately 35
square miles
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Page 43
Cardholder analysis
• Geocoded locations of
cardholders at a point in time
• As indicated in the Identify
Results window, each dot
represents a cardholder
address (red oval)
• The number of items
borrowed for each cardholder
is attached to that record
(blue oval).
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Page 44
Cardholder density
• The highest density
of cardholders live
in the areas
represented by the
darkest color, while
the lower density is
represented by the
lighter colors
• Most cardholders
reside north of the
two libraries
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Page 45
Density of items borrowed
• The highest density
of items borrowed
are in the areas
represented by the
darkest color, while
the lower density is
represented by the
lighter colors
• The highest density
of items borrowed
are located around
Fairfield Library,
and north and east
of Suisun City
Library
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Page 46
Side by side comparison
• Cardholders per square mile
indicates a higher density in
blue circles
• Items borrowed per square mile
indicates neighborhoods whose
borrowing rates differs from
cardholder density
Maps identify potential areas for
increasing cardholder checkout rates
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Page 47
Cardholder density by branch
• Fairfield items are borrowed at
high levels throughout the
community, including far north
of the facility
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• Suisun City branch items are
borrowed closer to the library,
including the neighborhood to
the southwest
Page 48
Potential branch location
• The community
located north of the
existing libraries
(blue circle) may be
may be a good
candidate for a new
branch facility
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Page 49
Service areas for quantifying existing conditions
• The single most important feature in
LibraryDecision
• Defines the spatial extent of the community
that uses each outlet, and in doing so also
define the demographic characteristics of
those communities
• Administrator interactively defines
service areas with user input
• Each service area is produced by
aggregating a group of adjacent
census blocks into a single “polygon”
• Service area boundaries are always
coincident with the boundaries of the census
blocks they contain (cannot split a census
block)
• By selecting Identify Results and
clicking on a service area,
LibraryDecision automatically
aggregates and reports all the census
data for that service area
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Page 50
Service areas for planning and development
• In addition to quantifying
existing demographic
characteristics for each outlet,
service areas can be used for:
• Strategic planning
• Locating new outlets
• Example: set up a new “SNAP
New Outlet” library service area
• No branch location, yet
• Quantify demographic
characteristics for this test service
area
• Understand implications for
reducing population demand upon
existing facilities, such as the
Fairfield Library Civic Center
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Page 51
People Map basics
• People Map depicts the unique
demographic characteristics for
each library service area and
compares them system wide
• Layers display census data for
each service area in
comparison to the other service
areas
• Data is categorized as shown
below right
• In the Map Layers window, click
Change Category
• Select the radio button for the
category you want to investigate
• Click Add then select the layer you
want to view
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Page 52
Service area characteristics
• Information about the community
served by each outlet
• Single table whose columns consist of
demographic attributes and whose rows
represent outlets
• Aggregates demographic information for
census blocks in each service area
• Table tools allow data to be selected by
row and column, and to be sorted by
ascending or descending values
• Pull down menu to change
characteristics
• View characteristics in the People
Map by selecting the map icon
• When service areas boundaries
change, the table is automatically
updated
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Page 53
Service indicators
• Service indicators measure the
performance of each outlet in
relation to the unique
characteristics of the service
area population
• Six indicators are provided
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Facility size
Holdings
Meeting room seats
Reader seats
Computers
Parking
• Indicators can be viewed in
two layouts
• My Library
• Our Organization
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Page 54
Service indicator default values
• Default values for each of the
six indicators are set by the
LibraryDecision Administrator
under the Administration
module
• These values can be changed
on the fly by each individual
user to understand the
implications of changing
guidelines
• Enter the new guideline and
press Apply
• Press Default and Apply to
return to the default value
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Page 55
My Library service indicators
• Because LibraryDecision knows
the current and projected
population, we calculate for
each outlet for each of the six
indicators the resources needed
today and 20 years out
• For example
• Suisun City Library is 5,460 s.f., or
0.113 s.f. per capita
• At the guideline of 0.76 square feet
the library should have 36,572 s.f.
today and more than 49,000 s.f. 20
years out
• Testing an alternative, reducing the
guideline to 0.5 s.f. per capita, the
library should have 24,060 s.f. today
and 32,748 s.f. 20 years out
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Page 56
Log off
• Congratulations on completing
your first LibraryDecision
session
• Come back often and let us
know your questions and ideas
for product improvements
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Page 57