Books & Mortar: Getting attention for facility plans


Published on

Presentation to OLA's 2014 Annual Institute Library As Place about the importance of facility planning for public library systems, and highlighting the debate of provision standards in the digital environment.

  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Books & Mortar: Getting attention for facility plans

  1. 1. Books and Mortar Making the Overall Fit “Sexier”
  2. 2. The Planner Jim Morgenstern
  3. 3. The Librarian Rebecca Jones Thanks Darlene Fichter
  4. 4. Facilities planning?
  5. 5. Let’s get to designing!
  6. 6. Space require- ments Facility models Building design Library as Place andyet…
  7. 7. Ourfocus Good facilities start with comprehensive planning Two key planning issues: Provision standards & Facility models Group debates
  8. 8. Good facilities start with good planning
  9. 9. What type of plan are you asking for? RFP Strategic Master Plan Master Strategic Plan Comprehensive Master Plan Community Based Strategic Plan Strategic Assessment and Business Plan Management Plan Strategic Facility Review & Feasibility Study Facilities Needs Assessment Strategy
  10. 10. Three planning questions What Do We Need To Provide to Accomplish Our Vision? Why Are We Providing Library Services? How Will We Provide Facilities & Services to Meet Our Vision?
  11. 11. Three questions, three plans What Do We Need To Provide to Accomplish Our Vision? • Library Master Plans • Feasibility Studies • Technology Plans How Will We Provide Facilities/Services to Meet Our Vision? • Marketing Plans • Organizational Reviews • Operational Reviews • Policy Analysis Why Are We Providing Library Services? Vision, Goals, Strategic Directions/ Action Plans Strategic Plan Management PlansMaster Plan
  12. 12. Community Wide Perspective Long term – Focused on growth and/or fit with other City Plans Determines Overall Space Requirements Determines a Facility Hierarchy and Model Building/Project Specific Short term – detailed implementation strategy Defines Functional Space Program Addresses Capital and Operating Costs Master Plans Feasibility Studies
  13. 13. Comprehensive Planning Process Vision Strategic Plan Strategic Direction: Infrastructure Strategic Direction: Service Delivery Strategic Direction: Promotion Strategic Direction: TBD • Master Plan • Feasibility Study • Tecnology Plan Financial Strategy / Fiscal Plan Partnership Assessment Operational Review • Marketing Strategy • Organizational Audit • Policy Review Why? What? Did We Succeed / How Can We Improve? Implementation Monitoring & Evaluation • Program Evaluation • Cost / Benefit • Performance Measures How
  14. 14. A public organization’s focus Why do we exist for our community today & into the future? What services will best underpin our community’s aspirations? How do we best provide those services today – and tomorrow – to realize the vision? Aspirations  
  15. 15. The Strategic Plan Captures what decision- makers have learned from several sources (insights, experiences, data, market research, etc.) and then synthesized into a vision of the direction the organization should pursue. Adapted from Henry Mintzberg’s work In response to a changing environment, it is fundamental decisions & actions that shape & guide what an organization is, who it serves, what it does, & why it does it, with a focus on the future. It articulates not only where an organization is going & the actions needed to make progress, but also how it will know if it is successful. Adapted from the Balanced Scorecard Institute’s work
  16. 16. What drives the plans? StrategicPlan Master Plan Facilities Plan Strategic Assessment and Business Plan Operating Plan Organizational Review Municipal Strategies & Master Plans
  17. 17. Being known & respected at the table
  18. 18. Official Plan Secondary Plans Urban Design Standards Master Plans of Related Departments (Recreation; Culture) Development Charges Bylaw Municipal Strategic Plan
  19. 19. Visions of Place
  20. 20. Two key planning issues: Provision standards Facility models
  21. 21. Provision Guidelines 0.6-1.0 sq ft/capita Various provincial and state library organizations 1.0 sq. ft/capita Ontario Public Library Guidelines 0.96 – 1.50 sq. ft./capita (communities of 15-35,000 population) SOLS: Making the Case for Your Library Building Project
  22. 22. Trends Affecting Standards of Provision New Roles for the Library Accessibility Legislation Enhanced Design Less Print Mobile and Personal Devices Full Service Digital Branches Higher Provision Lower Provision
  23. 23. •  Strategic Plan – Your Vision for the Library •  Key Factors Addressed in Your Master Plan, including: - Community Needs/Level of Interest - Your Facility Model - Partnerships and Shared Service Delivery •  Resources - Community and Political Support Community-Specific Provision Standards
  24. 24. Facility Model: Ensures facilities are functional Maximizes use of available capital and operating resources Guides long- range planning A community specific description of : •  Number & types of branches in your system •  Functional relationship among branches •  Desired service standards
  25. 25. Facility Model: Number, Type and Functional Relationships dmA Planning & Management Services Community Branches (Level 3) Community Branches (Level 2) Community Branches (Level 1) DISTRICT BRANCHES CENTRAL LIBRARY • 33 Branches • Mobile & Outreach Services • Virtual Services Virtual Library Service Delivery Channels
  26. 26. What are the Functional Relationships and Key Characteristics Hours of OperationSize Collection Circulation Working/Reading Space Program Space Population Served
  27. 27. Generic Library Facility Model Characteristic Types of Libraries Central District Community Neighbourhood Satellite Size (sq. ft.) 70,000 20-30,000 10-15,000 4-5,000 1-1,500 Population Served 100-150,000 25-35,000 15-20,000 4-5,000 n/a Hours of Operation per week 70 60 45 30 10-15 Collection (items) 225-300,000 100-150,000 75-100,000 28-33,000 5-10,000 Program Space (sq. ft.) 2-2,500 750-1,000 300-350 none none Computer Workstations 35-50 17-24 10-14 3-4 1-2 Reading / Working Space 175 70 40 20 5
  28. 28. The Facility Model Balance • Acceptable Access • Community Preference •  Cost •  Level of Service
  29. 29. •  Master Plan to Investigate Service, Cost and especially Access •  The Library’s Place in Community Planning - Place making - “Third” Place - Community Hub - Civic Identity •  Community Pressure and Political Support Community-Specific Facility Model
  30. 30. Keymessages Good buildings are based on good plans & good relationships Two key planning issues open to debate: Provision standards: •  weak evidence •  strong vision •  influential relationships Facility models: •  Balance of cost, service & access •  Based on heavy-duty research & analysis
  31. 31. Let the debates begin! Opinion & Rationale #1 Opinion & Rationale #2
  32. 32. Be it resolved that: 1.  It’s unrealistic for Public Library Systems to have a comprehensive plan prior to building or renovating branches. 2.  No public library should build a stand-alone library. 3.  In the future of digital “everything” the Library simply won’t need as much physical space. Consequently the appropriate provision standard should be reduced to 0.4 sq ft per capita. 4.  Public library facility models will not include neighbourhood branches (size 5000 gsf for rural systems & 10,000 gsf for urban systems). Debate positions for each table
  33. 33. Thank You! Jim Morgenstern Rebecca Jones