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Draft Objectives to the Vision and Goals of the UCSB Library's Long Range Plan
Proposed by LAUC-SB, 3/23/99

LAUC-SB formed seven Task Forces to draft objectives for goals listed under the vision statements of the Long Range Plan. Input was widely sought, and task force membership was open to interested employees. The membership of the Vision 1 Task Force had staff as well as librarian members. LAUC-SB membership meetings were held to discuss the objectives; the draft was placed on the shared L:\ drive for open review; and draft objectives were emailed to the "library" alias, notifying all employees that input was welcomed.

The following individuals participated as a member of one or more Task Forces: Lydia Agadjanova, Yolanda Allen, Gary Colmenar, Sylvia Y. Curtis, Wei-ling Dai, Sherry DeDecker, Sylvelin Edgerton, Walter Grunden, Mary Larsgaard, Nerea Llamas, Lorna Lueck, Jim Markham, Janet Martorana, Beverly Ryan, and Erica Scranton, Lucia Snowhill, and Sally Willson Weimer.

Contents: [Vision 1] [Vision 2] [Vision 3] [Vision 4] [Vision 5] [Vision 6] [Vision 7]

Implementation date for each of these objectives is 3-6 months


Vision 1: Develop a collegial environment among library personnel which encourages open communication, diversity, creativity, and organizational flexibility.

Goal 1: Promote timely and open communication to involve employees, raise morale, and increase teamwork.

Objectives:

  1. Departments and other groups will establish regular meetings to discuss on-going planning issues in an open and collaborative environment.

  2. Information on library issues will be distributed in the most timely and effective manner - the library email alias is designed for that purpose. Examples include, but are not limited to, library events open to library employees, schedule changes, personnel and administrative policies, deadlines, decisions, physical environment etc.

  3. In a timely manner, Department and Unit Heads report back to all employees in their respective departments/units, to provide information, such as from the library administration and from other group meetings.

  4. Establish an editorial collective for the library employee newsletter, the Library Waves, to define the newsletter scope and policy, and to maintain regular publication of the newsletter. Additional formats of distribution should be considered.

  5. Form a committee of interested members to review employee communication needs. Committee will evaluate communication effectiveness and make recommendations on how to achieve better communication.

  6. Encourage library departments to host informative, social open houses for all library employees, especially geared to new employees.

Goal 2: Create a library work environment which rewards productivity and encourages creativity and collaboration.

Objectives:

  1. Evaluate existing library personnel policy and bring them into conformity with the Campus Personnel Policy, starting with the Sick Leave and Flex-Time Policy.

  2. Request campus personnel to audit library assistant positions and to re-classify if warranted.

  3. Review of all employees' performance will include both upward and downward reviews.

  4. Implement and maintain an open door policy at all levels.

  5. Re-establish a para-professional staff association that will have an active participatory role in planning in the library.

  6. Review the job posting descriptions, and include language that communicates a library work environment of shared governance and mutual respect.

  7. Establish a library staff email alias of all staff members, excluding LAUC-SB members.

Goal 3: Provide training for basic and enhanced responsibilities to develop and invigorate employees.

Objectives:

  1. Establish a library training position to assess needs and to develop a continuing education and training program.

  2. Establish staff policies such as flex-time and release time to encourage and support continuing education and training.

  3. Create a policy that promotes and encourages cross-training, enabling employees to develop transferable skills.

  4. Identify "listservers" that would be relevant to staff positions, and notify staff of such.

  5. Investigate the establishment of "listservers" for UC-wide library employees working in common, specific areas, e.g., acquisitions, ILL, serials, etc.

Goal 4: Involve all employees in decision-making, problem solving, and planning.

Objectives:

  1. In regular meetings solicit from library personnel about library issues before decisions are made.

  2. When changes are being considered, consult with those who are affected by the changes.

  3. Annotate the personnel directory to list special skills of each, e.g., language skills.

Goal 5: Recruit and retain a workforce that reflects the diversity of California.

Objectives:

  1. Maintain the Library Fellow program.

  2. Establish a program for staff along the lines of the librarians' Library Fellow program; write a grant to establish such.

  3. Post staff jobs to a wider audience, including selected "listservers."

Vision 2: Collaborate with campus, UC, and external information providers to enhance delivery of information in any form.

Goal 1: Promote awareness of info resources & services within the campus community.

Objectives:

  1. Where available, "listservers" for faculty and graduate students are used to disseminate information.

  2. Look into possibilities of sending focussed email to undergraduate students.

  3. Investigate possibilities for in-person meetings with faculty, grads, and undergraduates, e.g., meetings organized and held by those groups (e.g., Associated Students meetings).

  4. Investigate methods of promoting awareness of library services by campus administration and services, as appropriate.

  5. Compile list of online databases and other specialized resource collections held in campus locations outside the library (e.g., bookstore, Kerr Hall, computer facilities, Art Department slide collection) and investigate reciprocal borrowing/access.

Goal 2. Encourage reciprocal borrowing and sharing of information with external providers.

Objectives:

  1. Objectives not yet written.

Goal 3. Actively participate in the California Digital Library.

Objectives:

  1. Building upon the work of the library's Digitizing Issues Task Force (Lyn Korenic, chair), identify areas of library holdings that would be appropriate for putting into digital form and making available through CDL to all campuses.

  2. Determine costs of setting up scanning operation within the library, and possible locations.

  3. Work on obtaining funding for scanning (equipment, maintenance of equipment, staffing).

Goal 4. Promote the adoption of standards for information exchange within the university and library community.

Objectives:

  1. Identify what existing standards are, and how their formulation is carried out. (Probably mainly done for library world for university - beyond ISO/ANSI/NISO, probably will vary by department).

  2. Determine ways to influence formulation of standards as needed.

  3. Determine areas where standards are still needed, and ways in which these standards may be formulated.

Goal 5. Promote the movement of scholarly publication to electronic media.

Objectives:

  1. Identify ways in which faculty may actively support the issuance/publication of scholarly documents via association and university means.

  2. Present these to faculty in each department.

  3. Make accessible via the library's homepage any Web sites presenting scholarly publication, in all cases when access is open with no fees, and as funding allows for those cases where there is a fee for access. (ongoing)

Goal 6. Actively pursue consortial agreements to meet the library's mission.

Objectives:

  1. List all current consortial agreements and summarize the benefits of those agreements to the library.

  2. Identify areas where consortial agreements either do not exist or where they might usefully be expanded.

Vision 3: Build and organize collections of information in all formats to meet the needs of an internationally acclaimed university.

Goal 1: Obtain sufficient funding to build and sustain collections that support both cutting edge research and undergraduate education.

Objectives:

  1. Include Brian Kresin, the Library Development Officer, in our vision and goal planning for Vision 3.

  2. Library administration develop an awareness and communication outreach plan (i.e., public relations) to campus administrators, departments, the Academic Senate Library Committee, and other decision makers involved in funding.

  3. Collection managers work with Brian Kresin and other academic department Development Officers and faculty to encourage the development of library materials modues with department grants, fundraising and development initiatives.

Goal 2: Organize and describe existing and new collections and information to provide convenient search and retrieval.

Objectives:

  1. Develop a plan for staffing and cataloging of non-cataloged library resources.

  2. Develop a plan to coordinate and catalog resources of non-library campus resources.

  3. Develop a plan, in conjunction with campus units, to create web links to collections not linked to the Library catalog (e.g., bookstore, Women's Center library, etc) to provide access to these non-cataloged collections.

Goal 3: Improve consultation and partnership with faculty in developing collections.

Objectives:

  1. Brainstorm and develop new, effective communication mechanisms between the library and individual academic departments and other campus units, e.g., effective news and/or newsletter distribution; collaborative webpages; email, etc.

  2. Develop outreach methods to highlight library services, faculty activities and accomplishments stemming from use of our collections, librarian research and activities, awards, to create greater awareness between these groups.

  3. Similar to the CORLE lectures, develop a series of public lectures highlighting our collections and their uses. Consider co-development with the departments and the IHC.

  4. Establish regular workshops to help collection managers develop effective outreach efforts.

  5. Each liaison work with their department to do at least one of the following: establish office hours in the department; get on department listservers; attend subject conferences; co-teach with faculty.

  6. Collection managers work with other departments on campus to build webpages or other outreach mechanics to promote conferences, lectures, films, campus events of interest to the department and the library.

  7. Interact with researchers.

Vision 4: Promote user-centered services which recognize instruction and research needs as the library's primary focus.

Goal 1. Promote effective use of library resources and services.

Objectives:

  1. Set up flip charts throughout the library, soliciting user suggestions and comments.

  2. Develop a standardized manual of Frequently Asked Questions for all service areas.

  3. Institute monthly meetings of all service desk employees for information exchange.

  4. Evaluate the effectiveness of service areas, locations and functions, including information and user education needs. Recommend changes if needed, e.g., developing a microform service desk.

  5. Evaluate and plan for entrance areas that will guide users to appropriate service areas, e.g., signage, kiosks, floor plans, staffing security.

  6. Examine current signage for effectiveness and recommend changes.

  7. Implement the recommendations of objectives 4, 5 and 6 by March 1, 2000.

Goal 2. Provide appropriate staffing levels to assist all users.

Objectives:

  1. Evaluate staffing to determine appropriate levels.

  2. Propose additional staffing needs.

  3. Hire additional staffing.

  4. Assess staffing needs on an annual basis.

  5. Explore effective training techniques so that librarians, staff and students can make more effective levels of referral and communication.

Goal 3. Develop library policies and standardize library services in response to user needs.

Objectives:

  1. Gather policies and services of all departments and units.

  2. Assess the feasibility of standardizing service to respond more appropriately to user needs, e.g., hours of service, levels and staffing of reference service, circulation policies, equipment, internal communication of service areas.

  3. Submit recommendations for library and user comment. Based upon responses, make recommendations to library administration by March 15, 2000.

Goal 4. Improve access for off-site users.

Objectives:

  1. Recommend to the Information Technology Board that UCSB come up with a local solution to the authentication problem.

  2. Investigate the feasibility of connecting library reference services to the Ventura campus via video conferencing, CUCME, toll-free numbers, etc.

  3. Set up an editorial board to monitor changing electronic research needs across academic disciplines, and incorporate changes into Infosurf.

  4. Set up a Task Force to publicize reference service to off-site users, e.g. through collection managers, ASK, telephone reference, in a variety of ways: stickers, flyers to incoming students/parents, Infosurf, reference buttons, etc.

Goal 5. Regularly evaluate the success of user services.

Objectives:

  1. Have patrons fill our user satisfaction surveys during the annual patron count week.

  2. Establish campus focus groups to solicit feedback.

  3. Share feedback with the Senate Library Committee to solicit comments.

  4. Assess the success of user services on a semi-annual basis, using feedback from focus groups, surveys, etc.

Goal 6. Improve access to all information resources through new and existing technology.

Objectives:

  1. All library circulation policies, e.g., circulation, loan, food, should be available in writing and on the web.

  2. Form committees by discipline and/or subject of campus and library personnel to look into digitization and other technologies to expand access to library materials. Notes and proposals should be posted on the web.

  3. Establish a Task Force to look at delivery of service to disabled patrons, recommend and implement changes.

Vision 5: Establish a collaborative instructional environment with the campus that complements and expands the learning process.

Goal 1: Promote information literacy as an integral component of undergraduate education and graduate research.

Objectives:

  1. The library representative on the Committee for Effective Teaching and Instructional Support (CETIS) will articulate library instruction goals to committee members.

  2. Library instructors will support the UL's efforts to represent the library's instruction program on campus.

  3. Design an information literacy/critical thinking module in collaboration with instructors in various disciplines on campus.

  4. Develop a series of "training the trainers" workshops for instructors by discipline/department.

  5. Work with Instructional Consultation in developing workshops for Teaching Assistants on how to integrate information literacy/critical thinking into coursework.

Goal 2: Promote an expanded model of partnership with faculty, integrating library instruction into appropriate campus courses.

Objectives:

  1. Each year, before Fall quarter, Library liaisons will notify their respective faculty of library instruction services available.

  2. Library liaisons will articulate library instruction services and capabilities during focus/vision groups with faculty.

  3. Collaborate with Writing Program instructors to develop information literacy/critical thinking modules, to incorporate into classes.

  4. Hire more instruction librarians.

Goal 3: Provide innovative and creative instruction, embracing the integration of new technologies and traditional resources.

Objectives:

  1. Pursue grants for new technologies to support instruction.

  2. Work with Instructional Consultation personnel to keep abreast of technological changes and support.

  3. Organize and hold meetings to discuss innovative instruction issues and technological developments.

  4. Develop interactive offsite library instruction.

  5. Offer "train the trainers" workshops to all library instructors, integrating new technologies.

  6. Define instruction goals for various service areas.

  7. Develop a webpage of sites of new technological developments in instruction.

  8. Make available technology that supports library instruction needs of disabled users.

  9. Install CU-See Me in Adaptive Technology room, along with the Reference Desk, for better service to disabled users.

  10. Install interactive technology on each floor of the library, for librarian assistance at point of need.

Goal 4: Participate in campus instructional planning and innovation.

Objectives:

  1. Advocate to have Library representation on CEPAP.

  2. LISC will evaluate the information literacy modules developed with the Writing Program instructors, and make recommendations to the University Librarian based on the evaluation.

Vision 6: Create state-of-the-art library facilities.

Goal 1. Articulate library facilities needs through participation in campus planning.

Objectives:

  1. Identify relevant campus planning bodies.

  2. Present initial planning documents for the library by participating in campus committees.

  3. Lobby for library participation on campus planning committees.

Goal 2. Ensure appropriate space for collections in all formats.

Objectives:

  1. Inventory collections in all formats, including needs projected to five years.

  2. Identify storage needs by format.

  3. Evaluate current space and identify new types of space allocations.

  4. Create a long- and short-term plan for optimum use of existing space.

Goal 3. Ensure physical infrastructure to achieve our mission and goals.

Objectives:

  1. Inventory problem areas.

  2. Establish a Task Force to assess all current library buildings (Davidson, Arts, Annex) in terms of access, security, hygiene, and temperature, and recommend changes. Assessment will include input from library employees and patrons.

  3. Prioritize equipment and infrastructure needs, both short and long term.

  4. Propose budget and funding to fill needs.

Goal 4. Create a flexible and inviting library environment for users and employees.

Objectives:

  1. Evaluate and improve signage and user guides.

  2. Assess furniture, lighting and painting needs, and prepare a proposal for improvement.

  3. Research the possibility of establishing a circulation desk at the east entrance.

  4. Assess the feasibility of a separate employee entrance.

Vision 7: Develop and ongoing planning and evaluation process.

Goal 1: Establish a planning process to anticipate changing library needs.

Objectives:

  1. Develop an organizational chart that incorporates all library positions in order to establish clear lines of communication and organization.

  2. Bring in an outside speaker to conduct a workshop on methods of effective participation in the planning process.

  3. All groups within the Library will meet at least quarterly in an open, collaborative environment for planning purposes. Meeting minutes will be posted on the l drive, and notification sent to the Library via email.

  4. Department heads and coordinators will meet regularly with library administration for ongoing discussion of planning issues.

  5. Library administration and other library campus liaisons will represent the library on various campus and University committees, and report back regularly on campus trends that are pertinent to library planning.

  6. The University Librarian will hold quarterly open meetings with Library personnel and the campus community.

  7. Create mechanisms for faculty/student input, including: a library user group, virtual suggestion box and focus groups.

Goal 2: Evaluate resource allocations annually.

Objectives:

  1. Develop criteria for assessing resource needs for each unit or department, e.g., personnel, materials, collections, equipment, space, budget.

  2. Each unit or department will prepare an outline of resource needs and post on the l drive with notification via email to the Library.

  3. Representatives from units and departments will work collaboratively with the Library Budget Officer to allocate resources, based upon the above criteria and the library budget.

  4. The Library Budget Officer will make copies of the budget proposal available to all library personnel.

  5. Library administration will present the budget to campus administration.

  6. Library administration and representatives from library groups will work with the Library Development Officer to secure additional funding.

Goal 3: Reassess Library vision, goals, and objectives annually.

Objectives:

  1. Each unit, department, and coordinating group will prepare an annual report which will be made available to all library employees.

  2. Each unit, department, and coordinating group will discuss respective group goals and objectives and will develop a 2-5 year plan for the group. Plans will include coordination within library's long range plan, and its goals and objectives.

  3. Department heads and coordinators will meet to discuss and develop plans based on annual reports and respective group's input, to promote collaboration within the library for similar goals.

  4. Employees, working through various groups, will review the library's long range plan each year, and update goals and objectives.

 
Author: Janet Martorana
Updated:
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