Session8--Creating a technology plan


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Details components of a technology plan and provides examples.

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Session8--Creating a technology plan

  1. 1. Creating a Technology Plan IST523, March 19, 2008 Denise A. Garofalo
  2. 2. Overview What is a vision? Why do you have to conduct a systems study and system analysis? How to determine the library’s system requirements? What is a technology plan? How to write a technology plan?
  3. 3. What is a vision? a dream a vivid picture of what you would like your library to become in the near future based on: the mission of your library the needs of your users the trends in library service provides direction and a philosophy for the library
  4. 4. Vision guiding questions What roles do we desire and see for the future of technology and education in our libraries and community? What will the library of the future look like and include? How will services be delivered? How will the community be involved? What services do we envision for our clients in the future?
  5. 5. Sample vision statements The people of Portage County, in and through their Portage County Public Library, will have convenient access to electronic information resources through dependable technology and reliable telecommunications.
  6. 6. Portage County Public Library Our role will be: 1) to provide access to information by providing the necessary in- house hardware and affordable products and services, and 2) to guide library users in their use of electronic information. Library users will be assisted as needed by a sufficient number of knowledgeable, trained staff who can help them make the best use of both new and traditional information resources.
  7. 7. Bedford (IN) Public Library The Bedford Public Library will be a highly valued resource that establishes and promotes long- term relationships with the community.
  8. 8. St. Charles (IL) Public Library This Technology Plan is an effort to plan for the effective and efficient use of resources to meet the automation and telephone needs of the users and staff of the St. Charles Public Library District for the foreseeable future. This plan is in support of Library goals and objectives detailed in the Library’s Strategic Plan.
  9. 9. Ventura County (CA) Libraries We see Ventura County libraries as the gateway to the world of information and ideas, open to all, and a source of community pride.
  10. 10. Mission statement a brief, general description of the library’s plans for promoting the effective use of technology to improve service performance describes the steps that will need to be taken in order to achieve the library’s vision May be included as a part of the intro or the vision
  11. 11. Gustavus Public Library (AK) Technology Plan Mission Statement To provide the community of Gustavus- Glacier Bay with a broad choice in library materials and information using both traditional media and new technology to enable full access to information for all citizens regardless of age, education, ethnicity, economic status, or geographical disadvantage.
  12. 12. Holdridge (NE) Public Library System Our mission is to provide resources and opportunities to enhance and enrich the quality of life for residents in our community
  13. 13. Introduction Provide a brief introduction to the library and community Helpful for non-local funding agencies Can include graphical representations, but best left in the appendix of the plan
  14. 14. Determining library status Conduct a system study to assess the library’s status and needs involves gathering data about library’s operations facilities collections, procedures, staff expertise, etc. assessment should involve gathering information about user needs and wants matching these with what the library can presently offer
  15. 15. Technology Assessment List and describe hardware, software, telecommunications and Internet services, staff skill levels and professional development needs Include technology used for administrative purposes, serving patrons, and for patron use
  16. 16. Examples Assessment passess.php Network diagram grams/documenting/index.html
  17. 17. Sources of data Statistics Staff profile Patron profile Policies and procedures Functional specifications
  18. 18. Statistics Usage statistics Circulation Reference questions Program attendance Population statistics Diversity Age Gender, etc.
  19. 19. Staff profile Total number Breakdown by professionals, nonprofessionals, technical staff, volunteers, etc. Organization Administration/management Public services (circ, ref, children’s, reader’s advisor, programming) Technical services (cataloging, data entry, acquisitions, Internet, tech support, etc.)
  20. 20. Patron profile “Typical” patron based on usage stats Breakdown by age, gender, and any other categories available (residence, school, etc.) May include description of those who attend programs vs. those who use PCs vs. those who check out materials, etc.
  21. 21. Policies and procedures Mention those that are applicable to this planning process Administrative Technology-related Board or District-mandated Project-specific For example, Internet Usage policy
  22. 22. Functional specifications to start with the functionality needed then state what technology will be needed to reach the functionality Can include furniture and space needs Handicapped accessibility Young children Vision-impaired users
  23. 23. Goals, objectives and activities Goals should be general and related to the Vision Statement Each goal will have one or more objectives
  24. 24. Goals, objectives and activities objectives do not have to span the entire length of the plan may start and/or be completed in one, two, or more years each should have a measurable output a target date of completion must be evaluated at a specified time will have one or more activity
  25. 25. Goals, objectives and activities Activities specify the steps and task taken to reach the objective
  26. 26. Examples GOAL ONE: RESOURCES. To provide the best information resources possible to support academic excellence in teaching, learning, and research Objective I. Select and acquire library materials in varied formats to support academic instructional, learning, and research needs Activity 1: Identify, select, and provide access to online electronic databases which provide indexing, abstracting, and/or full text access
  27. 27. Examples GOAL FOR HUMAN RESOURCES DEVELOPMENT: Fulfill service objectives through effective human resources planning and development. Objective 1: Improve both internal and external customer support. Activity: Investigate acquiring Help-Desk software.
  28. 28. Examples Goal: The Library will become a bridge to technology for our community Objective 2: Add new technology-based services Activity: Create and maintain an index of the local newspaper, The Observer-Tribune, by March 2006
  29. 29. Questions?
  30. 30. Take a short break
  31. 31. Budget Necessary component Base it on best estimates Use assessment as baseline Relate purchases to goals and objectives Include initial and reoccuring costs Could include equipment, software, furniture, training, staff, advertising, telecom, electronic db subscriptions, wiring, security, tech support,, etc.
  32. 32. Examples Item Year 1 Year 2 Database/CD-ROM $70 $90 products Online Database $520 $1250 Subscriptions Annual Telephone $760 $800 Bill
  33. 33. Examples Item Year 1 Year 2 Year 3 Year 4 Cat5 wiring $170,325 $1,969 $2,067 $2,171 Routers $134,996 $7,000 $0 $0 Network $1,825 $2,950 $4,075 Maintenance
  34. 34. Examples Item Year 1 Year 2 Year 3 PCs $587,874 $352,636 $382,036 Servers $203,275 $184,000 $140,998 DBs $80,200 $199,500 $255,900
  35. 35. Evaluation How are you going to determine whether your plan, goals, objectives and/or activities are successful? Are you on task with your plan? Will you need to re-evaluate your timeline?
  36. 36. Process 1. How will this library evaluate the success of this plan? 2. How will you determine if the technology plan was successful in meeting the goals of your institutional plans? 3. How frequently will you update the plan?
  37. 37. Examples To ensure excellent library services for the community of Wasatch County the library staff and board constantly evaluate existing services through suggestions, patron request forms and internet surveys. Patron input and satisfaction are essential to a thriving library environment. The library service must keep pace with the demands from the community and be of high quality and standards.
  38. 38. Examples Methods of evaluation: Interviews of department heads to determine perceived needs and opportunities for better service. Usage statistics for computers, Internet, software, circulating CD-ROMs, and other technology as available Requests for new technology and software Patrons’ comments and surveys Consideration of library space, cost-effectiveness, and emerging technologies
  39. 39. Examples We will maintain those statistics that can be captured electronically to provide a quantitative measure. Gathering statistics will be easier than interpreting them. For example, will a decrease in the number of interlibrary loan requests reflect increased rates of request fulfillment in-house through the use of full- text databases? We will survey patrons to measure their satisfaction with technology-based services to provide a qualitative measure. Due to constraints on staff time, it will be possible to do this only on a sampling basis at the end of each year of the plan.The Library Trustees and Director will review the plan annually to assess progress
  40. 40. Evaluation type Consider OBE (outcome-based evaluation) measurement An outcome is a benefit that occurs to participants in a program Outcomes represent an achievement or change in behavior, skills, knowledge, attitude, status or life condition For more information, access
  41. 41. Apply the process Choose one library subsystem cataloging reference serials, etc. Study the different aspects note facilities, procedures and policies, problems, etc. Note findings
  42. 42. Examination of process For an example, how to convert a card catalog into an electronic catalog? What will you need? What is target date for completion? Develop specifications for hardware software staff
  43. 43. Determine requirements Compare the actual status with the objectives of the project systems requirements can then be determined
  44. 44. Feasibility study First the analysis and design for the system is completed Then a feasibility study must be conducted that will answer: Is the proposed system possible? Is it necessary? What other options are available? Is it affordable? The end product of a feasibility study is a report
  45. 45. Data conversion feasibility study Set target date Determine how much time is needed to convert all your catalog records Adjust the number of staff, hardware, software, to meet target Calculate the cost. Bottom line: Is it feasible?
  46. 46. Appendix Include relevant documents Existing strategic plan State or district requirements/strictures Any graphics Diagrams Photos Definitions of terms, abbreviations, acronyms, etc.
  47. 47. Technical and Support Services Reports/tools Public Services Computer Services New Circulation acquisitions List/ Other Acquisitions lists and Programs reports OPAC Children’s Cataloging Indexes and other lists Serials Indexing/Listing Web Reference OPAC/Index Users
  48. 48. How to prepare a tech plan the document will put the vision goals and objectives in writing spells out the components of the project in terms of needs to achieve the vision an overall plan for all the components of the project includes the specifications for system requirements, financial estimates, the action plan and timetable for the project
  49. 49. What’s after the tech plan? Project proposals are based on the technology plan prepared for presentation to funding agencies must be affordable for the funding agency must follow the format of the funding agency must be within the thrust of the funding agency for the example data conversion project, the technology plan will serve as the basis for the project proposal
  50. 50. Samples school/tech/Tech%20Plan%20 2003%20Appendix%20C.pdf utthelibrary/technologyplan/BE CPL_Technology_Plan.pdf usf/nomeplan.pdf
  51. 51. Re-cap develop a vision conduct systems studies conduct feasibility studies determine the library’s technology requirements complete a technology plan
  52. 52. Sites to check out ment/3YRCombinedComprehensiveInformatio n(LibraryMedia)andTechnologyPlan.pdf y=391 plnqu.htm http://www.e- ult.asp
  53. 53. Strategic Plan examples rategicPlan.htm .html an.htm
  54. 54. Questions?
  55. 55. Technology Plan due date Complete plan and be ready to present it on April 30 Recommendation complete Plan by April 23 work on presentation after Plan is done
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