https://mediawiki.middlebury.edu/LIS/api.php?action=feedcontributions&user=Jeffrey+Rehbach&feedformat=atomLibrary & ITS Wiki - User contributions [en]2024-03-29T06:48:31ZUser contributionsMediaWiki 1.35.14https://mediawiki.middlebury.edu/LIS/index.php?title=How_long_are_Middlebury_Accounts_kept&diff=16479How long are Middlebury Accounts kept2010-06-16T21:09:28Z<p>Jeffrey Rehbach: </p>
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<div>*Middlebury Accounts are deleted 6 months after the person graduates, retires or otherwise leaves the college permanently.Only faculty emeriti are eligible to keep their account after retirement, and only upon request (not automatically). Note: in 2010 Early Retirement Program, ERP&nbsp;participants were told they could keep e-mail accounts. If they repond to an e-mail request (after 6 months) requesting if they want to retain account, that will happen according Central Systems staff. <br />
*Backups of of middlebury accounts are kept for 60 days, but are only used to restore the email server should the entire server go down, not just one account. <br />
*Possible ERP candidates? Need to verify...<br />
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See handbook for details: http://go.middlebury.edu/handbook <br />
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[[Category:Helpdesk_Draft]] [[Category:E-Mail]] [[Category:Account]] [[Category:Accounts]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Helpdesk_Policy&diff=16478Helpdesk Policy2010-06-16T20:37:29Z<p>Jeffrey Rehbach: </p>
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<div>= <br>Technology Help and Support Desk Policies =<br />
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*Official College policy resides in the College Handbook: http://go.middlebury.edu/handbook<br />
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== Language schools ==<br />
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At the Helpdesk we speak English. Elsewhere, we have the responsibility to respect the language pledge and the right of the LS students to not hear any more English than necessary. It's the quality of the immersion experience that lets Middlebury offer such a great summer language program. <br />
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Language schools are fast and intense and it's a really serious problem if, say, a teacher goes a week without a laptop. Hence we offer laptop loaners and a number of computer labs, as backup solutions. Each school also has a pool of computers that faculty can use (check with coordinator). For students and faculty who are not at Middlebury during the normal school year, we will offer advice, guidance, and moral support as wanted but we generally do not check in their computers for extensive repair or part replacement. <br />
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== Software &amp; licensing ==<br />
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We have limited licenses available for end users for various programs. When can we install a program for someone, when not? <br />
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*'''Windows install disks''': When there is a need to reinstall the Windows operating system the Technology Help and Support Desk is able to re-image a Windows-based computer if:&nbsp; it is a Middlebury owned computer (Staff/Faculty) or it is a Student's personal computer purchased through Middlebury College.&nbsp; Personal computers that fall outside this requirement will not be reimaged.&nbsp; <br />
*'''Reimaging:''' Reimaging a computer erases ALL data!&nbsp; It is the responsibility of the end user to backup all personal data before a new image is placed on the computer.&nbsp; MIDDFILES is the preferred storage area to backup your personal data. <br />
*'''MS Office:''' We can install Office 2007/2008 on college owned computers. For ''personal'' laptops, users can check out an MS Office disk from circulation and do the install themselves. A reminder that licensed software does not circulate to LS and BLSE (Bread Loaf School of English) borrowers. Our software license does not extend to summer borrowers - only regular academic year borrowers.<br />
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== Computers and Monitors ==<br />
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All Middlebury staff and faculty are allowed one primary computer (see note 1) and one primary monitor (see note 2).&nbsp; Any additional equipment request must be approved by the requesting department.&nbsp; The Technology Help and Support Desk will assist the requestor in the ordering and installation process of any additional piece of equipment, but it will be the department's responsibility to provide its Banner Index to the Help Desk prior to ordering the equipment and for service to begin.&nbsp;<br />
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Requests for additional peripherals (e.g. trackball, mouse, card reader, etc...) will need to be justified and paid for by the department making the request.&nbsp; The Technology Help and Support Desk will assist in the ordering process and installation if needed.&nbsp; A weekly review of these type of requests will be conducted with a 7 business day turn-around time for response to request.<br><br />
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<u>Note 1</u> - One primary computer consists of: computer or laptop, Monitor, Keyboard and Mouse.&nbsp; If it is a laptop, a docking station, power adapter and laptop carry bag are also included.&nbsp; --older laptops may not have included docking stations and/or monitors<br />
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<u>Note 2</u> - Each user is provided one 17" monitor.&nbsp; Any request for additional monitors will be denied by the Technology Help and Support Desk due to resource constraints.<br />
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Related link: [http://midd2.middlebury.edu/about/handbook/lis/computing_facstaff LIS Faculty/Staff Statement on computing at Middlebury College]<br><br />
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== Returning Computing Equipment to LIS ==<br />
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<br>Our long-standing policy is that all computing equipment and printers used by exiting employees (staff and faculty) <u>must</u> be returned to LIS for redeployment, donation, or recycling. If a position is approved for rehire, call or e-mail the Helpdesk and we will supply a refreshed computer that is problem-free and ready for the new employee’s own customizations, rather than subjecting them to inherited issues on potentially outdated equipment.&nbsp; <br />
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Equipment can be returned to us in a variety of ways:<br>• You can drop it off at the walk-in area at the main library.<br>• Call the Technology and Support Help Desk at x2200 to schedule a time for us to retrieve it.<br>• You can also request equipment pickup/delivery from Facilities Services by completing their online form: [http://blogs.middlebury.edu/facilities/online-forms/service-request/ http://blogs.middlebury.edu/facilities/online-forms/service-request/] <br />
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'''Note:&nbsp; ALL equipment must be returned to the Technology Help and Support Desk when employees of the college retire, resign or are terminated - there are no exception!'''<br><br />
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== Printers ==<br />
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Local printers - There is a new policy to start removing local printers from the Middlebury campus and to start leveraging the public network printers instead.&nbsp; Any failing local printer requiring troubleshooting will be removed from service and the user will be directed to the public printing resources in that area.&nbsp; Request for replacement and/or servicing of local printers will be denied.&nbsp; Requests for new network printing will be reviewed case by case but will be discouraged.&nbsp; <br />
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== Estimated Time for Service ==<br />
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As long as the computer has not been shipped out for repair, you can take the computer away from the Helpdesk anytime during our business hours, even if we have not been able to repair it yet or provide a solution yet. Once the diagnostic work is complete and repair/resolution has started on your computer the expectation is that the Helpdesk will complete the work prior to pick-up. <br />
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=== Non-hardware related issues ===<br />
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*We try to provide a solution for non-hardware related issues within 1 business day. Problems that are intermittent or harder to reproduce may take longer.<br />
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=== Hardware related issues ===<br />
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*College-owned machines: <br />
**Apple: '''About 1 week''' (this involves reporting the issue to Apple, shipping the computer (or requesting on-site repair), Apple repairs the computer, and computer is shipped back). <br />
**Dell: '''3-5 business days (3 business days on average) '''this involves reporting the issue to Dell, requesting parts or on-site repair, repairing the computer. Dell computers are rarely shipped back to Dell. <br />
*Student-owned machines (<u>not purchased through Middlebury College</u>): These are entirely dependent on the manufacturer. The Helpdesk does not provide hardware service for student, staff or faculty personal computers at this time.&nbsp; The Walk-In Center Help Desk can provide guidance and best effort suggestions to resolving the issue at hand.&nbsp; In the end it is the responsibility of the end user to follow-through with the Vendor's support and warrantee repair services.&nbsp; Student owned computers <u>purchased through Middlebury College</u> will receive additional assistance in resolving hardware related issues or software configuration problems.<br />
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== Passwords and private information ==<br />
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The Technology Help and Support Desk has a responsibility to use our skills wisely and honestly, in a way that ensures the trust of our users and optimizes the health of the college. <br />
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*'''We never ask for&nbsp;passwords, period.''' <br />
*We don't give out personal contact information. We can contact the person directly if it's important. <br />
*We cannot give parents ID or PIN information about their student once the student is here, and we can certainly not help a parent to reset a student's PIN without the student's consent. Grades and such information are all confidential and it is important for us to respect that. <br />
*Same goes for any information we have in our HEAT incident tracking system. We cannot give out ID or other personal information to anyone but that person, in person. go/dir is there if they need it.<br />
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== Retention Policy for Deleted E-mails ==<br />
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'''What is Middlebury's deleted email retention policy?''' <br />
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*'''Best place to find this information is the College Handbook ([http://go.middlebury.edu/handbook http://go.middlebury.edu/handbook]).''' <br />
*'''Here's the current direct link: [http://www.middlebury.edu/about/handbook/lis/email http://www.middlebury.edu/about/handbook/lis/email]''' <br />
*In brief, here's the general idea:<br />
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Deleted messages that are 60 days old or newer, on your Middlebury email account are backed-up every night and can be restored upon request, even if you've emptied your "Deleted Items" folder. <br />
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NOTE: If your email program is configured to use POP, you may be removing messages from the email server before they can be backed up. Please configure your email program to use the IMAP protocol instead.<br />
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== Account Deletion for Graduating Seniors ==<br />
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Your campus accounts (email, file server, personal webpages) are '''deleted 6 months after graduation'''. You will receive email warnings about one month prior to account deletion. To ensure that you don't lose any important data:<br />
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*File backup from server: Visit&nbsp;[[NetStorage|NetStorage]] to find out how to back up files from file servers.<br />
*You may export your email to various email clients. If you do not already have a program configured, you may set up an email connection by following our [[POP, IMAP, SMTP Clients|email configuration instructions]].<br />
*Forwarding email: you may forward your Middlebury College email account to another account of your choosing by visiting [http://go.middlebury.edu/forward go/forward] BUT THIS FORWARDING WILL CEASE TO WORK when your account is deleted after graduation.<br />
*Lifelong email: the alumni office offers a Lifelong E-mail forwarding account to all Middlebury alumni. Find out more at [http://www.middlebury.edu/alumni/faqs our alumni faq page]<br />
*Technical support for computers purchased through Middlebury College ends when you graduate. In the event of technical problems after graduation, we encourage you to contact the manufacturer directly:<br />
**Dell Technical Support: http://www.dell.com/support or 800-234-1490 (x7269080 for Latitude; x7269077 for Optiplex)<br />
**Apple Technical Support: http://www.apple.com/support or 800-800-2775.<br />
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== Guest Access to College Equipment ==<br />
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Middlebury College student, faculty, and staff access to Library workstations is given precedence over all other use. Non-College community members and researchers may use library computer workstations for research needs and online information access only. A special guest login for these users is required; the password to this account changes daily, and can be obtained in person in various locations. See the [[Guest Access to College Equipment]] article for details. <br />
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== Our position on Malware and Virus infected computers ==<br />
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See our [https://mediawiki.middlebury.edu/wiki/LIS/Viruses_and_malware Malware and Virus wiki page]<br />
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[[Category:Helpdesk]]<br />
[[Category:Policy]]<br />
[[Category:Mac]]<br />
[[Category:Helpdesk Documentation]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=KeySurvey&diff=16369KeySurvey2010-06-10T20:57:21Z<p>Jeffrey Rehbach: </p>
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<div>[[Category:Software]]<br />
Key Survey is the new super-powerful survey tool that Middlebury College has purchased for academic and administrative surveying needs. If you want to create a survey or poll for a use that doesn't fit the [[KeySurvey#Usage Policy|usage policy]], such as a survey for personal use, check out some of the free tools such as [[Survey Monkey]].<br />
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=Usage Policy=<br />
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*When creating a survey, you must explain your objectives and procedures, and any risks and benefits to the respondents.<br />
*As you conduct surveys, you have the responsibility of protecting the rights of the respondents.<br />
*You must protect the confidentiality, and respect the privacy, of the respondents.<br />
*The survey must include a method for the respondents to reach you with questions or concerns<br />
*For certain research involving human subjects, you must get permissions from the Institutional Review Board (IRB): http://go.middlebury.edu/irb <br />
*To learn more about when it is necessary to go through IRB approval, what constitutes “personally identifiable information”, what information should never be collected, what requires special approval, etc. consult the full policy document at https://surveys.middlebury.edu/WebHelp/SurveyPolicy.pdf<br />
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= Using KeySurvey =<br />
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Before you can log in, you need to have your account added to the system. If your account was not added to KeySurvey yet please contact the Helpdesk or your LIS liason. <br />
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As of June 2010, surveys are created at Go to [http://middlebury.keysurvey2.com http://middlebury.keysurvey2.com] or [http://go.middlebury.edu/keysurvey go/keysurvey] and log in using your full Middlebury email address (xxxxx@middlebury.edu) and your assigned Key Survey password.<br />
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*''Please note: when your account at keysurvey2.com is first set up, you may receive an email from WorldApp, the vendor that hosts KeySurvey, welcoming you to a trial account. Don't worry! Your accounts are set to last longer than a 30-day trial.''<br />
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Check for browser recommendations at Key Survey [http://www.keysurvey.com/products/BrowserRecommendations.jsp http://www.keysurvey.com/products/BrowserRecommendations.jsp] <br />
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For access to surveys created before June 2010, go to [http://surveys.middlebury.edu/ http://surveys.middlebury.edu] or [http://go.middlebury.edu/keysurveyarchive go/keysurveyarchive]. <br />
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== Editing Tips ==<br />
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*After making changes in the list of questions, be sure to click the save button at the bottom of the page. <br />
*After you create a rating scale once, it appears in the list of available scales. You do not need to create it again. <br />
*The option for showing "back" buttons is on step #4, "Rules". <br />
*Be sure to choose "Secure URL" for any urls.<br />
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== F.A.Q. ==<br />
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*'''Where can I find help on a particular feature?''' <br />
**Look for contextual help links in the top-right of most pages. <br />
*'''How do I use the Password Protection and Autofill features?''' <br />
**Refer to the [[https://surveys.middlebury.edu/WebHelp/Autofill.pdf Extended Autofill documentation]] <br />
*'''What happens if you edit a launched survey?''' <br />
**The changes you make are automatically reflected on the launched survey once you save the survey. If you hide a question that somebody has already answered, their answer is saved. <br />
*'''How do we print a copy of the survey questions?''' <br />
**When editing the survey, click Test in the links under the tabs at the top of the page. Now click the Print Summary button. You'll get a printout of the survey questions and their options, with no page breaks. <br />
*'''Can we send a survey to multiple recipients using an e-mail distribution group?''' <br />
**Yes. You can send a survey to a distribution group, but that group will only receive one "copy" of the survey. In the Rules section, you can select "Allow multiple responses". You must be careful to copy the link from the "Master URL" box into the email you send out. This will give the desired result: multiple responses from a single distribution group.<br />
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=Related Pages=<br />
[[KeySurvey Administration]]<br />
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=External Links=<br />
[http://www.keysurvey.com/ KeySurvey.com]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Main_Page_L%26ITS_Staff&diff=14536Main Page L&ITS Staff2010-02-20T20:45:23Z<p>Jeffrey Rehbach: </p>
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<div>[[General requests]] - Top questions and answers<br><br />
[http://www.middlebury.edu/offices/technology/lis Go to the LIS website] or type "go/lis" in the address bar<br><br />
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== Procedures and Policy ==<br />
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*[[Acquisitions|Library Acquisitions]] <br />
*[[Borrowing]] <br />
*[[Helpdesk Policy]] <br />
*[[LIS New Faculty Orientation]] <br />
*[http://www.middlebury.edu/about/handbook/lis/Copyright.htm Copyright and Fair Use Guidelines - College Handbook]<br> <br />
*[[Conference_travel|Conference travel]] (approval form and procedures)<br />
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== Facilities ==<br />
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*[[Facilities Issues; main lib|LIS Facility Issues]]<br />
*[[Labs and Classrooms]]<br />
*[[Work and Meeting Spaces]]<br />
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== Services and Technology ==<br />
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==== General Support ====<br />
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*[[Helpdesk]]<br />
*[[Technology Workshops]]<br />
*[[:Category:Software|Software]]<br />
*[[:Category:Hardware|Hardware]]<br />
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==== Specific Tools ====<br />
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*[[Banner & BannerWeb]]<br />
*[[Drupal]]<br />
*[[Email configuration]]<br />
*[[FMMC Technology Support|Film and Media Culture Technology]]<br />
*[[Printers]]<br />
*[[Reporting & Business Intelligence]]<br />
*[[Telephone and Voice Mail Services|Telephone and Voice Mail Services]]<br />
*[[:Category:VPN|VPN]]<br><br />
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==== Library Research<br> ====<br />
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*[[Find Articles|Find Articles]] <br />
*[[Find Books|Find Books]]<br />
*[[Find Videos (DVDs, VHS Cassettes, Laser Discs)|Find Videos]] <br />
*[[MIDCAT Search Alerts|MIDCAT Search Alerts]]<br><br><br />
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== Departments, Areas, Teams, and Workgroups ==<br />
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*[https://mediawiki.middlebury.edu/wiki/LIS/Circulation_Services_Workgroup Circulation Services] - all you ever wanted to know about circulation and borrowing workflows and procedures <br />
*[[Collection Management]] (Contains links to Collection Development, Collection Manager (Blackwell's), [[Cataloging]], Acquisitions, Periodicals and Serials, Preservation and Processing, CONTENTdm in Collection Management, DSpace, and the Music Library). <br />
*[[EdTech|Curricular Technology]] <br />
*[[Digital Media Development]] <br />
*[[LIS Website|LIS Website Team]] <br />
*[[Media Services]] <br />
*[[Special Collections & College Archives]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Conference_travel&diff=14535Conference travel2010-02-20T20:43:34Z<p>Jeffrey Rehbach: </p>
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<div>=== LIS&nbsp;Conference travel procedure/approvals<br> ===<br />
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1) Discuss your conference/training plans with your work group leader/supervisor<br>2) Complete this form [http://go.middlebury.edu/lis?confapp '''go/lis?confapp''']'''&nbsp;&nbsp;''' ''(This will generate an email to your supervisor)''<br>&nbsp;&nbsp;&nbsp;''For some conferences (e.g., Educause, NERCOMP, Sungard), LIS&nbsp;Administrative Office (Doreen) can help with processing registration fees in advance.''<br>3) During travel, save receipts and record your mileage<br>4) After travel, submit receipts with a travel expense voucher to LIS&nbsp;Administrative Office (Doreen).<br>&nbsp;&nbsp;&nbsp;&nbsp;''The current year travel voucher can be found on the '''middfiles''' server in&nbsp; '''''| orgs | LIS | LISstaff | LIS forms'''<br> <br />
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[[Category:Procedures_and_Policy]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Conference_travel&diff=14534Conference travel2010-02-20T20:42:58Z<p>Jeffrey Rehbach: </p>
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<div>== LIS&nbsp;Conference travel procedure/approvals ==<br>1) Discuss your conference/training plans with your work group leader/supervisor<br>2) Complete this form [http://go.middlebury.edu/lis?confapp '''go/lis?confapp''']'''&nbsp;&nbsp;''' ''(This will generate an email to your supervisor)''<br>&nbsp;&nbsp;&nbsp;''For some conferences (e.g., Educause, NERCOMP, Sungard), LIS&nbsp;Administrative Office (Doreen) can help with processing registration fees in advance.''<br>3) During travel, save receipts and record your mileage<br>4) After travel, submit receipts with a travel expense voucher to LIS&nbsp;Administrative Office (Doreen).<br>&nbsp;&nbsp;&nbsp;&nbsp;''The current year travel voucher can be found on the '''middfiles''' server in&nbsp; '''''| orgs | LIS | LISstaff | LIS forms'''<br><br />
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[[Category:Procedures and Policy]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Conference_travel&diff=14533Conference travel2010-02-20T20:36:37Z<p>Jeffrey Rehbach: LIS travel procedures</p>
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<div>== LIS&nbsp;Conference travel procedure/approvals ==<br>1) Discuss your request intentions with your work group leader/supervisor<br>2) Complete this form [http://go.middlebury.edu/lis?confapp go/lis?confapp]&nbsp;&nbsp; ''(This will generate an email to your supervisor)''<br>&nbsp;&nbsp;&nbsp;''For some conferences (e.g., Educause, NERCOMP, Sungard), LIS&nbsp;Administrative Office (Doreen) can help with processing registration fees in advance.''<br>3) During travel, save receipts and record your mileage<br>4) After travel, submit receipts with a travel expense voucher to LIS&nbsp;Administrative Office (Doreen).<br>&nbsp;&nbsp;&nbsp;&nbsp;''The current year travel voucher can be found on the middfiles server in&nbsp; \''<br><br />
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[[Category:LIS Administration]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3550LIS Goals 2008-092008-11-05T20:51:35Z<p>Jeffrey Rehbach: </p>
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<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
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=== Administrative Efficiency ===<br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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=== Facilities/Space ===<br />
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==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:''June 09 <br />
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=== Communication ===<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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=== Internal Efficiency<br> ===<br />
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==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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== '''''Collection Management''''' ==<br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:'' Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process) and literary (not started) materials '''''(cataloging)'''''. Create linkable maps from MIDCAT records. Improve the location labels in MIDCAT to better indicate the actual location of an item. Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT to processed manuscript collections held by Special Collections, as well as to other unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed; pursue funding sources for digitization projects (esp. for Flanders field recordings, once copyright/IP issues have been resolved); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation; work with other areas to develop the functionality of CONTENTdm (portals to the collections, subject and author indexing).<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:'' June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.; Acq.; Selectors<br> <br />
<br />
''Date'':???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date''???<br> <br />
<br />
==== Investigate feasibility of reducing ILL doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions:'' develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Investigate preservation reformatting of laserdiscs unavailable on DVD ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes) as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:'' Acquisitions; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III ERM module<br> ====<br />
<br />
''Actions:'' Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research and Instruction''''' ==<br />
<br />
=== Academic Resources ===<br />
<br />
==== Establish a prominent, consistent, reliable, welcoming, and efficient reference/research librarian presence available to Middlebury community members on campus and from remote locations. ====<br />
<br />
''Actions:''<br> <br />
<br />
*Install and test the Williams Reference Blog software to help record and manage inquiries, collect statistics, and establish a knowledge/training base. <br> <br />
*Continue to investigate and test other software and communication applications to support Reference.<br> <br />
*Participate in marketing activities to channel inquiries to Reference.<br> <br />
*Use blog data to help determine staffing patterns for Reference<br />
<br />
''Outcome:''<br> <br />
<br />
*Library users will be able – and know how – to get reference/research help when they need it. <br> <br />
*When Librarian is not available or off-duty, a standard process will be in place to provide help within a defined amount of time.<br />
<br />
''People/Area Involved:'' Research and Instruction; Operations, to include Main, Music, and Armstrong Service Points. <br />
<br />
''Date'' Refblog or another software tool in place and operational in January Term, 2009; assess and evaluate staffing and functionality by June 2009 to inform future changes. <br />
<br />
==== Improve visibility and access to online academic library resources ====<br />
<br />
''Actions:''<br> <br />
<br />
*Continue and complete online migration of Subject Guides to Subjects Plus or Segue.<br> <br />
*Employ and exploit functionality of Subjects Plus.<br> <br />
*Continue development of other web-based guides, e.g., “Doing research in the Middlebury Libraries”. Consider using video format for some brief, repetitive instruction segments.<br> <br />
*Develop “Resources for Presenters” guide for Spring Symposium.<br />
<br />
''Outcome:'' Library users are able to find their way to resources they need on their own via the LIS web pages. <br />
<br />
''People/Area Involved:'' LIS Librarians, web committee(s); Joe A and Mack R. <br />
<br />
''Date:'' Subject guide migration completed by start of 2009-2010 academic year; Spring Symposium guide in place by March. <br />
<br />
==== Improve the Reference Collection ====<br />
<br />
''Actions: '' <br />
<br />
*The Reference Advisory Group is crafting a new reference collection policy, with guidelines for what it should be and do, including print, online subscriptions and one-time purchases, and free web resources.<br> <br />
*Identify gaps and redundancies; continue the weeding project; move from print to digital formats where possible; consider how to treat the Ready Reference Collection.<br />
<br />
''Outcome: '' Smaller, more effective Reference Collection requiring less space. <br />
<br />
''People/Area Involved: '' LIS Librarians; LIS facilities and space review efforts. <br />
<br />
''Date: '' Draft collection policy by December 1, 2008, agreement of Reference Librarians by February 15, 2008, and weeding completed by May 2, 2008.<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Study use of space on Main floor of Library to gain functionality ====<br />
<br />
''Actions:'' <br />
<br />
*Ask library users what they would like to see. <br> <br />
*Poll Main Floor staff for suggestions. <br> <br />
*Observe and document use of spaces. <br> <br />
*Consider actions that would recover space and redefine functions.<br />
<br />
''Outcome: '' Refreshed, revitalized, efficient use of space. <br />
<br />
''People/Area involved:'' Joseph Watson; Research &amp; Instruction; CTLR; Operations to include Service Points. <br />
<br />
''Date:'' Study and polling completed by June 2009 <br />
<br />
==== Wilson Media Lab placed on the equipment update cycle ====<br />
<br />
''Actions: Identify what needs to happen and who needs to be involved.'' <br />
<br />
''Outcome:'' Predictable updates to Lab equipment will occur with planning and preparation. <br />
<br />
''People/Area Involved:'' Research and Instruction; Media Services; Operations; Systems &amp; Information <br />
<br />
''Date:'' January 1, 2009<br> <br />
<br />
=== Communication ===<br />
<br />
==== With others in LIS, study and strengthen LIS efforts to market LIS resources and services in new ways ====<br />
<br />
''Actions:'' <br />
<br />
*Read, follow, and interact with Brian Matthews &lt;a href="http://www.brianmathews.com/"&gt;http://www.brianmathews.com/&lt;/a&gt; and others who are using social software and marketing theory to reach students effectively.<br> <br />
*Form a study group to try and test new marketing ideas.<br />
<br />
''Outcome:'' Students learn of LIS resources and services at the point that they need them and can put them to use. <br />
<br />
''People/Area Involved:'' Research and Instruction and all in LIS who are interested. <br />
<br />
''Date:'' Group reads and studies during January Term 2009; applications of marketing and assessment techniques ongoing.<br> <br />
<br />
=== Education ===<br />
<br />
==== Revise and refresh the model of the Liaison Program to Faculty ====<br />
<br />
''Actions:'' <br />
<br />
*Establish a working leadership model for the Liaison Program, populate it, and staff it.<br> <br />
*Meet with LIS Liaisons to convey structure and responsibilities.<br />
<br />
''Outcome:'' Improved communication with faculty via a single Liaison serving as the contact point to Academic departments. <br />
<br />
''People/Area Involved:'' LIS Liaisons, M. Roy, Office of the Provost; Faculty, All of LIS <br />
<br />
''Date:'' January Term, 2009 for model program definition and initial assignments. Assignments completed by June, 2009 for roll-out (concurrent with new web presence?) for 2009-2010 academic year. <br />
<br />
==== Define and Manage LIS instructional efforts for students and faculty ====<br />
<br />
''Actions:'' Identify and map the instruction LIS provides on an ongoing basis in order to better apportion support for: <br />
<br />
*Curricular media assignments<br> <br />
*Discipline and Course-specific Library resources<br> <br />
*Refworks<br> <br />
*Google Earth<br> <br />
*Photoshop<br> <br />
*Email<br> <br />
*Core Software<br />
<br />
''Outcome:'' <br />
<br />
*A clearer picture of how LIS teaching resources are being applied. <br> <br />
*A path to suggesthow we might better ‘teach the teachers”. <br> <br />
*Clearer ways to support and supplement these efforts. <br> <br />
*A list to use to consider alternative methods of instruction, e.g., online videos. <br> <br />
*A list to use when talking with faculty about how lis might support their efforts.<br />
<br />
''People/Area Involved:'' Anyone in LIS who offers instruction, CTLR <br />
<br />
''Date:'' June 30 and ongoing.<br> <br />
<br />
=== Staff and Organization Development ===<br />
<br />
==== With others in LIS, develop a plan to provide comprehensive, consistent, ongoing training for staff and students at service points. ====<br />
<br />
''Actions: '' <br />
<br />
*Review with Service Point Managers and personnel how training is done, what is taught, what is expected.<br> <br />
*Collaborate with Service Point Managers to define a program for ongoing training and updates.<br> <br />
*Set up Refblog or another application for service point staff to find answers and help answering a basic set of questions.<br> <br />
*Offer training in research resources and interview techniques to service point staff.<br />
<br />
''Outcome:'' <br />
<br />
*Better service to Library users who receive help quickly.<br> <br />
*Consistent level of service across the organization.<br />
<br />
''People/Area Involved:'' Research &amp; Instruction, Operations, Public Service Points in LIS <br />
<br />
''Date:'' March 15, plan written. <br />
<br />
==== Develop a strategy to train student assistants to work with Reference Librarians in offering in person and, perhaps, virtual help to Library Users at Reference and Information Desks ====<br />
<br />
''Actions:'' <br />
<br />
*Review programs at other libraries using students to augment professional staff.<br> <br />
*Conduct literature review.<br> <br />
*Review success ful local models, e.g., CTLR and DMT programs.<br />
<br />
''Outcome:'' Write a plan to test and, if successful, to implement at a later date a student staffing plan which would augment and extend Reference and Information service. <br />
<br />
''People/Area Involved:'' Reference Librarians. <br />
<br />
''Date:'' February 1, plan written and ready to test. <br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
''Actions:'' draft a resolution for faculty to consider that asserts their rights to control access to their works <br />
<br />
''Outcomes:'' Public statement of faculty support of open access to scholarly works <br />
<br />
''People/Groups:'' IR&nbsp;Working Group; Dean of LIS; faculty council/faculty <br />
<br />
''Date:''&nbsp;Fall 2009<br> <br />
<br />
==== Develop campus Copyright web site to centralize links to campus policies and external resources ====<br />
<br />
''Actions:'' Create Web page(s) that include information on copyright policies &amp; guidelines, legislation and legal issues, filesharing/P2P and risk mitigation, author rights, creative commons <br />
<br />
''Outcomes:'' Easy-to-find and use site <br />
<br />
''People/Groups: ''Policy Advisor; Reference &amp; Instruction; User Services <br />
<br />
''Date:'' January 2009 <br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
''Actions:'' Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br> <br />
<br />
''Outcomes:'' compliance with the law<br> <br />
<br />
''People/Groups:'' Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br> <br />
<br />
''Date:'' commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br> <br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
''Actions:'' Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br> <br />
<br />
''Outcomes:'' Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br> <br />
<br />
''People/Groups:'' Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br> <br />
<br />
''Date: ''Fall/Winter 2008-09<br> <br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
''Actions:&nbsp;''Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods. <br />
<br />
''Outcomes:'' Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br> <br />
<br />
''People/Groups:'' Policy Advisor; Controller &amp;&nbsp;HR offices<br> <br />
<br />
''Date:'' Fall 2009<br> <br />
<br />
==== Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
''Actions: ''Develop matrix that documents which information systems (and central or local databases) contain personally identifiable information in order to assist security reviews and compliance audits.<br> <br />
<br />
''Outcomes: ''Easy-to-use documentation made available to key offices and auditors<br> <br />
<br />
''People/Groups:'' LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br> <br />
<br />
''Date: ''January 2009<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
''Actions:'' Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
''Outcomes:''&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
''People/Groups:'' Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br> <br />
<br />
''Date:'' Winter 2009<br> <br />
<br />
==== Enhance solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Actions: ''<br>a)&nbsp;Implement plans for deposit of student publications (print to digital; born-digital) and major institutional department archival materials; <br>b)&nbsp;amend current documentation provided to College units for retention of archival print materials to include digital files<br>c) enhance collection/processing of senior theses and other documents via web <br />
<br />
''Outcomes:'' increase campus awareness of archiving materials; make procedures easy to follow (web-based)<br> <br />
<br />
''People/Groups:'' IR&nbsp;Working Group; Reprographics&nbsp; <br />
<br />
''Date:'' Winter-Spring 2009<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3510LIS Goals 2008-092008-10-30T17:28:25Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks <br />
*Target specific groups of students, e.g. First-Year Counselors, for consultations and instruction<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training for all who staff service points (full-time staff and student workers)<br> <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
''Actions:'' draft a resolution for faculty to consider that asserts their rights to control access to their works <br />
<br />
''Outcomes:'' Public statement of faculty support of open access to scholarly works <br />
<br />
''People/Groups:'' IR&nbsp;Working Group; Dean of LIS; faculty council/faculty <br />
<br />
''Date:''&nbsp;Fall 2009<br> <br />
<br />
==== Develop campus Copyright web site to centralize links to campus policies and external resources ====<br />
<br />
''Actions:'' Create Web page(s) that include information on copyright policies &amp; guidelines, legislation and legal issues, filesharing/P2P and risk mitigation, author rights, creative commons <br />
<br />
''Outcomes:'' Easy-to-find and use site <br />
<br />
''People/Groups: ''Policy Advisor; Reference &amp; Instruction; User Services <br />
<br />
''Date:'' January 2009 <br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
''Actions:'' Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br> <br />
<br />
''Outcomes:'' compliance with the law<br> <br />
<br />
''People/Groups:'' Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br> <br />
<br />
''Date:'' commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br> <br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
''Actions:'' Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br> <br />
<br />
''Outcomes:'' Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br> <br />
<br />
''People/Groups:'' Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br> <br />
<br />
''Date: ''Fall/Winter 2008-09<br> <br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
''Actions:&nbsp;''Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods. <br />
<br />
''Outcomes:'' Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br> <br />
<br />
''People/Groups:'' Policy Advisor; Controller &amp;&nbsp;HR offices<br> <br />
<br />
''Date:'' Fall 2009<br> <br />
<br />
==== Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
''Actions: ''Develop matrix that documents which information systems (and central or local databases) contain personally identifiable information in order to assist security reviews and compliance audits.<br> <br />
<br />
''Outcomes: ''Easy-to-use documentation made available to key offices and auditors<br> <br />
<br />
''People/Groups:'' LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br> <br />
<br />
''Date: ''January 2009<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
''Actions:'' Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
''Outcomes:''&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
''People/Groups:'' Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br> <br />
<br />
''Date:'' Winter 2009<br> <br />
<br />
==== Enhance solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Actions: ''<br>a)&nbsp;Implement plans for deposit of student publications (print to digital; born-digital) and major institutional department archival materials; <br>b)&nbsp;amend current documentation provided to College units for retention of archival print materials to include digital files<br>c) enhance collection/processing of senior theses and other documents via web<br />
<br />
''Outcomes:'' increase campus awareness of archiving materials; make procedures easy to follow (web-based)<br><br />
<br />
''People/Groups:'' IR&nbsp;Working Group; Reprographics&nbsp; <br />
<br />
''Date:'' Winter-Spring 2009<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3509LIS Goals 2008-092008-10-30T17:18:18Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks <br />
*Target specific groups of students, e.g. First-Year Counselors, for consultations and instruction<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training for all who staff service points (full-time staff and student workers)<br> <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works <br />
<br />
Outcomes: Public statement of faculty support of open access to scholarly works <br />
<br />
People/Groups: IR&nbsp;Working Group; Dean of LIS; faculty council/faculty <br />
<br />
Date:&nbsp;Fall 2009<br> <br />
<br />
==== Develop campus Copyright web site to centralize links to campus policies and external resources ====<br />
<br />
Actions: Create Web page(s) that include information on copyright policies &amp; guidelines, legislation and legal issues, filesharing/P2P and risk mitigation, author rights, creative commons <br />
<br />
Outcomes: Easy-to-find and use site <br />
<br />
People/Groups: Policy Advisor; Reference &amp; Instruction; User Services <br />
<br />
Date: January 2009 <br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
Actions: Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br> <br />
<br />
Outcomes:compliance with the law<br> <br />
<br />
People/Groups:Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br> <br />
<br />
Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br> <br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions: Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br> <br />
<br />
Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br> <br />
<br />
People/Groups: Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br> <br />
<br />
Date:Fall/Winter 2008-09<br> <br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions:&nbsp;Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods. <br />
<br />
Outcomes: Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br> <br />
<br />
People/Groups: Policy Advisor; Controller &amp;&nbsp;HR offices<br> <br />
<br />
Date: Fall 2009<br> <br />
<br />
==== Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions: Develop matrix that documents which information systems (and central or local databases) contain personally identifiable information in order to assist security reviews and compliance audits.<br> <br />
<br />
Outcomes: Easy-to-use documentation made available to key offices and auditors<br> <br />
<br />
People/Groups: LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br> <br />
<br />
Date: January 2009<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
Actions: Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br> <br />
<br />
Date: Winter 2009<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions: <br />
<br />
''Data Repository'' <br />
<br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3508LIS Goals 2008-092008-10-30T17:13:30Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks <br />
*Target specific groups of students, e.g. First-Year Counselors, for consultations and instruction<br />
<br />
<br><br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training for all who staff service points (full-time staff and student workers)<br> <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br><br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works<br />
<br />
Outcomes: Public statement of faculty support of open access to scholarly works<br />
<br />
People/Groups: IR&nbsp;Working Group; Dean of LIS; faculty council/faculty<br />
<br />
Date:&nbsp;Fall 2009<br><br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
Actions: Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br><br />
<br />
Outcomes:compliance with the law<br><br />
<br />
People/Groups:Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br><br />
<br />
Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br><br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions: Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br><br />
<br />
Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br><br />
<br />
People/Groups: Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br><br />
<br />
Date:Fall/Winter 2008-09<br><br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions:&nbsp;Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods.<br />
<br />
Outcomes: Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br><br />
<br />
People/Groups: Policy Advisor; Controller &amp;&nbsp;HR offices<br><br />
<br />
Date: Fall 2009<br><br />
<br />
==== Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions: Develop matrix that documents which information systems (and central or local databases) contain personally identifiable information in order to assist security reviews and compliance audits.<br> <br />
<br />
Outcomes: Easy-to-use documentation made available to key offices and auditors<br> <br />
<br />
People/Groups: LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br> <br />
<br />
Date: January 2009<br><br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
Actions: Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br><br />
<br />
Date: Winter 2009<br><br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions: <br />
<br />
''Data Repository'' <br />
<br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3507LIS Goals 2008-092008-10-30T17:12:50Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks <br />
*Target specific groups of students, e.g. First-Year Counselors, for consultations and instruction<br />
<br />
<br><br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training for all who staff service points (full-time staff and student workers)<br> <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br><br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works<br />
<br />
Outcomes: Public statement of faculty support of open access to scholarly works<br />
<br />
People/Groups: IR&nbsp;Working Group; Dean of LIS; faculty council/faculty<br />
<br />
Date:&nbsp;Fall 2009<br><br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
Actions: Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br><br />
<br />
Outcomes:compliance with the law<br><br />
<br />
People/Groups:Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br><br />
<br />
Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br><br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions: Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br><br />
<br />
Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br><br />
<br />
People/Groups: Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br><br />
<br />
Date:Fall/Winter 2008-09<br><br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions:&nbsp;Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods.<br />
<br />
Outcomes: Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br><br />
<br />
People/Groups: Policy Advisor; Controller &amp;&nbsp;HR offices<br><br />
<br />
Date: Fall 2009<br><br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions: Develop matrix that documents which information systems (and central or local databases) contain personally identifiable information in order to assist security reviews and compliance audits.<br><br />
<br />
Outcomes: Easy-to-use documentation made available to key offices and auditors<br><br />
<br />
People/Groups: LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br><br />
<br />
Date: January 2009<br><br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
Actions: Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br><br />
<br />
Date: Winter 2009<br><br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions: <br />
<br />
''Data Repository'' <br />
<br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3506LIS Goals 2008-092008-10-30T17:08:38Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks <br />
*Target specific groups of students, e.g. First-Year Counselors, for consultations and instruction<br />
<br />
<br><br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training for all who staff service points (full-time staff and student workers)<br> <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br><br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works<br />
<br />
Outcomes: Public statement of faculty support of open access to scholarly works<br />
<br />
People/Groups: IR&nbsp;Working Group; Dean of LIS; faculty council/faculty<br />
<br />
Date:&nbsp;Fall 2009<br><br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
Actions: Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br><br />
<br />
Outcomes:compliance with the law<br><br />
<br />
People/Groups:Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br><br />
<br />
Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br><br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions: Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br><br />
<br />
Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br><br />
<br />
People/Groups: Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br><br />
<br />
Date:Fall/Winter 2008-09<br><br />
<br />
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions:&nbsp;Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods.<br />
<br />
Outcomes: Formally adopted policy; data retention records retention periods defined for Midd and MIIS; departments utilize standards in reviewing physical files and when scanning documents to link to Banner records (Xtender)<br><br />
<br />
People/Groups: Policy Advisor; Controller &amp;&nbsp;HR offices<br><br />
<br />
Date: Fall 2009<br><br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
Actions: Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br><br />
<br />
Date: Winter 2009<br><br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions: <br />
<br />
''Data Repository'' <br />
<br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3503LIS Goals 2008-092008-10-30T16:31:31Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Communication ===<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Education<br> ===<br />
<br />
==== Faculty awareness of Open Access/Author Agreements ====<br />
<br />
Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works<br />
<br />
Outcomes: Public statement of faculty support of open access to scholarly works<br />
<br />
People/Groups: IR&nbsp;Working Group; Dean of LIS; faculty council/faculty<br />
<br />
Date:&nbsp;Fall 2009<br><br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br> <br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration <br />
<br />
''Date:'' April 2009 <br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles <br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units <br />
<br />
''Date:'' ongoing, beginning December 2008 <br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing ====<br />
<br />
Actions: Utilize various print and web communications vehicles to notify community of potential illegality of P2P music/video filesharing; document efforts and report to Kim Downs (or whoever College designates as point-person for compliance in order to receive federal funds)<br><br />
<br />
Outcomes:compliance with the law<br><br />
<br />
People/Groups:Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br><br />
<br />
Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br><br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions: Develop and administer survey of staff members handling physical or online credit card transactions; develop guidelines/procedures for proper handling and distribute to staff; review with S&amp;I&nbsp;staff online system security for credit card transactions<br><br />
<br />
Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br><br />
<br />
People/Groups: Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br><br />
<br />
Date:Fall/Winter 2008-09<br><br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
Actions: <br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date: <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations ====<br />
<br />
Actions: Re-assess cost-benefits of Copyright Clearance Center academic license in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages &amp; College Store course packs; consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve) and impact on staff/faculty <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:Reserves &amp;&nbsp;Circulation staff (Midd &amp;&nbsp;MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College&nbsp;Store; faculty<br><br />
<br />
Date: Winter 2009<br><br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions: <br />
<br />
''Data Repository'' <br />
<br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes: <br />
<br />
People/Groups: <br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
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=== Helpdesk ===<br />
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#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
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=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3502LIS Goals 2008-092008-10-30T16:03:49Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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=== Facilities/Space ===<br />
<br />
==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Communication ===<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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== '''''Collection Management''''' ==<br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''June 09 <br />
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==== Host NExpress conference at Middlebury<br> ====<br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: '' <br />
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''People/Groups involved:'' ILL<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Planning and Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br> <br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br> <br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br> <br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br> <br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages for student orientation<br>b) Annual Report to summarize activities<br>c)&nbsp;Website updates/revision<br><br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br> <br />
<br />
''People/Groups: ''many staff across LIS <br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br> <br />
<br />
=== Security ===<br />
<br />
==== Develop formal information security policies &amp; procedures<br> ====<br />
<br />
''Actions: ''modeled on programs at other academic institutions, consolidate existing information &amp; develop/document formal practices to follow in event of information/system security breaches (system hack, identity theft, loss of computer containing personally identifiable information, etc.); set-up procedures for annual review/audit of policies &amp;&nbsp;procedures. Examine use of <br />
<br />
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur <br />
<br />
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration<br />
<br />
''Date:'' April 2009<br />
<br />
==== Promote security awareness&nbsp; ====<br />
<br />
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles<br />
<br />
''Outcomes:'' Informed community; reduced risk of exposure <br />
<br />
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units<br />
<br />
''Date:'' ongoing, beginning December 2008<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing ====<br />
<br />
Actions:<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
Actions:<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====<br />
<br />
Actions:<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
Actions:<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
Actions:<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Actions: Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). <br />
<br />
Outcomes:&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
People/Groups:<br />
<br />
Date:<br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
Actions:<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guideline<br />
<br />
Outcomes:<br />
<br />
People/Groups:<br />
<br />
Date:<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
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=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3501LIS Goals 2008-092008-10-30T15:33:17Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== Administrative Efficiency ===<br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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=== Facilities/Space ===<br />
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==== '''Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Communication ===<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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=== Internal Efficiency<br> ===<br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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== '''''Collection Management''''' ==<br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''June 09 <br />
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==== Host NExpress conference at Middlebury<br> ====<br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: '' <br />
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''People/Groups involved:'' ILL<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Planning and Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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<br> <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
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''Actions:'' <br />
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*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
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''Outcome:'' <br />
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*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
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''People/Groups Involved:'' R&amp;I, other service points <br />
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''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
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''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
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''Outcomes'': <br />
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*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br><br />
<br />
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br><br />
<br />
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br><br />
<br />
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br><br />
<br />
=== Communication<br> ===<br />
<br />
==== Prepare and update LIS reports, special guides, website<br> ====<br />
<br />
''Actions:'' <br>a) LIS&nbsp;Yellow Pages<br>b) Annual Report<br>c)&nbsp;Website updates/revision<br />
<br />
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br><br />
<br />
''People/Groups: ''many staff across LIS<br />
<br />
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br><br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc. ====<br />
<br />
==== ====<br />
<br />
==== ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3498LIS Goals 2008-092008-10-30T15:19:58Z<p>Jeffrey Rehbach: </p>
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<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
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=== Administrative Efficiency ===<br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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=== Facilities/Space ===<br />
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==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Communication ===<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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=== Internal Efficiency<br> ===<br />
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==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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== '''''Collection Management''''' ==<br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''June 09 <br />
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==== Host NExpress conference at Middlebury<br> ====<br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: '' <br />
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''People/Groups involved:'' ILL<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Planning and Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
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''Actions:'' <br />
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*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
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''Outcome:'' <br />
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*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
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''People/Groups Involved:'' R&amp;I, other service points <br />
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''Date:'' <br />
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===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
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''Actions:'' <br />
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*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
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''Outcomes'': <br />
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*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
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''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
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''Date: <br>'' <br />
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===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
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=== Liaison Program<br> ===<br />
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==== Support and Outreach to Faculty<br> ====<br />
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*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
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==== Support and Outreach to Students<br> ====<br />
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*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
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=== Assessment<br> ===<br />
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*placeholder<br />
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=== Improving the Reference Collection <br> ===<br />
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*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
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*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
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=== &nbsp;Information Literacy for Students ===<br />
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*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
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=== Consortial ===<br />
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*placeholder<br />
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=== Web/Online Services/Access/Presence ===<br />
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==== Subject Guides ====<br />
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*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
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==== Other Web-based Guides ====<br />
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*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
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==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
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Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
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*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
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=== Making Online Resources Visible ===<br />
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*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3493LIS Goals 2008-092008-10-30T15:14:33Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3492LIS Goals 2008-092008-10-30T15:11:26Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Planning and Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
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=== Circulation Services ===<br />
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#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
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=== Helpdesk ===<br />
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#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
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=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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<br> <br />
<br />
<br> <br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3491LIS Goals 2008-092008-10-30T13:38:25Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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<br />
<br> <br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3490LIS Goals 2008-092008-10-30T13:37:29Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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<br> <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''June 09 <br />
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==== Host NExpress conference at Middlebury<br> ====<br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: '' <br />
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''People/Groups involved:'' ILL<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
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''Actions:'' <br />
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*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
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''Outcome:'' <br />
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*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
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''People/Groups Involved:'' R&amp;I, other service points <br />
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''Date:'' <br />
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===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
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''Actions:'' <br />
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*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
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''Outcomes'': <br />
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*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
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''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
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''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
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=== Liaison Program<br> ===<br />
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==== Support and Outreach to Faculty<br> ====<br />
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*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
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*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
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<br> <br />
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=== Assessment<br> ===<br />
<br />
*placeholder<br />
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<br> <br />
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=== Improving the Reference Collection <br> ===<br />
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*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
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<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
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=== Consortial ===<br />
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*placeholder<br />
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=== Web/Online Services/Access/Presence ===<br />
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==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
=== Compliance<br> ===<br />
<br />
=== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ===<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3489LIS Goals 2008-092008-10-30T13:36:39Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br> <br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'') ====<br />
<br />
==== ====<br />
<br />
=== Compliance<br> ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3488LIS Goals 2008-092008-10-30T13:35:02Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
===== Re-establish&nbsp;a&nbsp;"go-to" reference (research) librarian&nbsp;presence--actual and/or virtual =====<br />
<br />
''Actions:'' <br />
<br />
*Plan optimum use and location&nbsp;of in-person assistance. <br />
*Get on the radar screens of users, so they'll&nbsp;know how&nbsp;to ask for research help, when they need it.&nbsp; <br />
*Develop a strategy for coverage during off hours (using trained students?) and from remote locations.<br />
<br />
''Outcome:'' <br />
<br />
*Library users will be able--and know how-- to get reference/research help most times when they need it. <br />
*When immediate help is not available, there will be a clear process in place for providing help within_____hours.<br />
<br />
''People/Groups Involved:'' R&amp;I, other service points <br />
<br />
''Date:'' <br />
<br />
===== Optimize Use of current Reference Collection&nbsp;&amp; Desk Areas =====<br />
<br />
''Actions:'' <br />
<br />
*R&amp;I will weed the collections by 7/1/09, with RAG first proposing (by 12/1/08) additional collection and weeding guidelines to other&nbsp;liaison&nbsp;librarians. <br />
*R&amp;I working with other interested groups in LIS will investigate possible uses of the central main floor <br />
*Work order will be submitted to change desk, shelving, and furniture by 7/1/09<br />
<br />
''Outcomes'': <br />
<br />
*Shelving area between the info desk and the Arabic Collection will be consolidated <br />
*Reference collection will be weeded to&nbsp;half its current size and include an easy-to-find &nbsp;ready reference section <br />
*Shelves immediately behind the info desk will be lower <br />
*Reference services will be housed at either a new, smaller desk behind the info desk, or work from the info desk <br />
*Small instruction-study area (12 work spaces) may be carved out of the space between the current reference desk and reference offices<br />
<br />
''People/Groups Involved: ''R&amp;I &amp;&nbsp;other service points <br />
<br />
''Date: <br>'' <br />
<br />
===== Get the Wilson Media Lab on the equipment update cycle<br> =====<br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Administrative Efficiency<br> ===<br />
<br />
==== Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br> <br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br> <br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br> <br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br><br />
<br />
==== Assist with Emergency Response web pages (as requested by Public Safety) ====<br />
<br />
<br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== ====<br />
<br />
==== Develop best methodology for posting course readings ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
==== <br>Enhance procedures for solicitation and deposit of materials in institutional digital repository<br> ====<br />
<br />
''Data Repository'' <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
==== Work with others across LIS and campus in developing information security policies &amp; procedures<br> ====<br />
<br />
==== Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> ====<br />
<br />
==== ====<br />
<br />
=== Compliance<br> ===<br />
<br />
==== Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> ====<br />
<br />
==== Complete work on the Middlebury Information Security Profile (HIPAA, GLBA, FERPA, etc.) ====<br />
<br />
==== Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> ====<br />
<br />
==== Work with Controllers' office on PCI/Credit-Card security<br> ====<br />
<br />
==== Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> ====<br />
<br />
=== Communication<br> ===<br />
<br />
==== Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> ====<br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
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Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3482LIS Goals 2008-092008-10-29T22:22:42Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
==== Review/create policy for NACO authority record creation ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br><br />
<br />
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br><br />
<br />
''Date:&nbsp;December 2008''<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide efficient online storage and access to current and legacy College business records<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry<br><br />
<br />
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br><br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br><br />
<br />
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br><br />
<br />
=== Internal Efficiency<br> ===<br />
<br />
==== <br> ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Complete work on the Middlebury Information Security Profile <br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3481LIS Goals 2008-092008-10-29T21:38:04Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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<br> <br />
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==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Academic Resources (Access; Collections) ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Consortial ===<br />
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==== Review/create policy for NACO authority record creation ====<br />
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''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''June 09 <br />
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==== Host NExpress conference at Middlebury<br> ====<br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: '' <br />
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''People/Groups involved:'' ILL<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
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=== Liaison Program<br> ===<br />
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==== Support and Outreach to Faculty<br> ====<br />
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*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
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==== Support and Outreach to Students<br> ====<br />
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*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
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=== Assessment<br> ===<br />
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*placeholder<br />
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=== Improving the Reference Collection <br> ===<br />
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*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
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*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
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=== &nbsp;Information Literacy for Students ===<br />
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*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
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=== Consortial ===<br />
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*placeholder<br />
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=== Web/Online Services/Access/Presence ===<br />
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==== Subject Guides ====<br />
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*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
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==== Other Web-based Guides ====<br />
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*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
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==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
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Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
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*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
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=== Making Online Resources Visible ===<br />
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*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
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=== Service Points -- best service &amp; best information ===<br />
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*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
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<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ==== Action:&nbsp;Draft patent policies; consult with Academic adminstration<br> <br />
<br />
Outcomes:&nbsp;Draft IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br> <br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br> <br />
<br />
''Date:&nbsp;''June 2009<br> <br />
<br />
==== Provide for efficient storage and access to current and legacy College business records online<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry <br />
<br />
==== Other<br> ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Complete work on the Middlebury Information Security Profile <br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3480LIS Goals 2008-092008-10-29T21:04:15Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Academic Resources (Access; Collections) ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
Review/create policy for NACO authority record creation<br> ==== <br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: '' <br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
Clarify intellectual property rights for faculty, staff, students authors, artists, and inventors<br> ====<br />
Action:&nbsp;Draft patent policies; consult with Academic adminstration<br><br />
<br />
Outcomes:&nbsp;Draft IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br> <br />
<br />
<br> <br />
<br />
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====<br />
<br />
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans <br />
<br />
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br><br />
<br />
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br><br />
<br />
''Date:&nbsp;''June 2009<br><br />
<br />
==== Provide for efficient storage and access to current and legacy College business records online<br> ====<br />
<br />
''Actions:&nbsp;''Assist in the implementation of Xtender and other digitization needs; Create a plan to migrate legacy data from the AS400 platform; Assess long-term role of centralized LIS data entry <br />
<br />
==== Other<br> ====<br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br><br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Complete work on the Middlebury Information Security Profile <br><br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
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Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3479LIS Goals 2008-092008-10-29T20:53:18Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
<br />
''Actions:&nbsp;''<br> <br />
<br />
a) Examine current practices regarding media preservation<br> <br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br> <br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br> <br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br>'' ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''??? <br />
<br />
''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Access to Academic Resources ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br> <br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
Review/create policy for NACO authority record creation<br> ====<br />
<br />
''Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:'' Cataloging<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
==== Host NExpress conference at Middlebury<br> ====<br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''<br />
<br />
''People/Groups involved:'' ILL<br> <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3478LIS Goals 2008-092008-10-29T19:04:52Z<p>Jeffrey Rehbach: </p>
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<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;'''' <br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
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=== Internal Efficiency ===<br />
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==== Review and revise internal procedures ====<br />
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''Actions: ''<br> <br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br> <br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
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''Date'': June 09 <br />
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==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
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''Date'': June 09<br> <br />
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==== Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
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''Date:''&nbsp;??? <br />
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=== Assessment ===<br />
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==== '''Preservation assessment<br>''' ====<br />
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''Actions:&nbsp;''<br> <br />
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a) Examine current practices regarding media preservation<br> <br />
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b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''<br> <br />
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a) Develop consistent best practices and procedures for media preservation; <br> <br />
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b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br> <br />
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''Date:'' June 09<br> <br />
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==== Collection Development assessment''<br>'' ====<br />
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''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''People/Groups involved:&nbsp;''Coll. Dev.<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Usability study for NExpress/ILL<br> ====<br />
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''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''People/Groups involved:&nbsp;''ILL<br> <br />
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''Date:&nbsp;''??? <br />
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==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
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''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''??? <br />
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''People/Groups involved:'' Cataloging<br> <br />
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''Date:&nbsp;''??? <br />
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=== Access to Academic Resources ===<br />
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'''Improve search and discovery functions in MIDCAT'''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''People/Groups involved:'' Cataloging; Library Systems<br> <br />
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''Deadline'': June 09<br> <br />
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==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
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''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''People/Groups involved:'' Cataloging; Spec. Coll. <br> <br />
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''Deadline:&nbsp;''June 09<br> <br />
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==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
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''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br> <br />
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''Date'':&nbsp;???<br> <br />
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==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
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''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''People/Groups involved:'' Spec. Coll.; Cataloging<br> <br />
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''Date:&nbsp;''???<br> <br />
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==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
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''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). ''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br> <br />
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''Date:''&nbsp;June 09<br> <br />
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==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
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''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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People/Groups involved:Media Resources Development Coord; P&amp;P <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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==== Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives<br> ====<br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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''People/Groups involved:'' CM; Spec. Collections; others in LIS; off-campus presenters<br> <br />
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''Date:&nbsp;''June 09 <br />
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=== Consortial ===<br />
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''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
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''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. ''People/Groups involved:''<br> <br />
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''Date:&nbsp;''June 09 <br />
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''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: ''NExpress Conference at Middlebury ''People/Groups involved:''<br> <br />
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''Date:&nbsp;''Spring 09 <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
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=== Liaison Program<br> ===<br />
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==== Support and Outreach to Faculty<br> ====<br />
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*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
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==== Support and Outreach to Students<br> ====<br />
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*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
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=== Assessment<br> ===<br />
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*placeholder<br />
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=== Improving the Reference Collection <br> ===<br />
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*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
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*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
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=== &nbsp;Information Literacy for Students ===<br />
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*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
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=== Consortial ===<br />
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*placeholder<br />
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=== Web/Online Services/Access/Presence ===<br />
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==== Subject Guides ====<br />
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*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
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==== Other Web-based Guides ====<br />
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*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
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==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
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Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
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*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
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=== Making Online Resources Visible ===<br />
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*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
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=== Service Points -- best service &amp; best information ===<br />
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*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
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==== Thinking About Reference ====<br />
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*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
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==== Record-Keeping for Planning ====<br />
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Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3477LIS Goals 2008-092008-10-29T19:00:56Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
''People/Areas&nbsp;Involved:&nbsp;'''' <br />
<br />
==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
<br />
''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== Review and revise internal procedures ====<br />
<br />
''Actions: ''<br> <br />
<br />
a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br> <br />
<br />
b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br> <br />
<br />
c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': <br> <br />
<br />
a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br> <br />
<br />
b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br> <br />
<br />
c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br> <br />
<br />
''Date'': June 09<br />
<br />
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
<br />
''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br> <br />
<br />
''Date'': June 09<br> <br />
<br />
==== Implement III&nbsp;ERM module<br> ====<br />
<br />
''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Assessment ===<br />
<br />
==== '''Preservation assessment<br>''' ====<br />
''Actions:&nbsp;''<br><br />
<br />
a) Examine current practices regarding media preservation<br><br />
<br />
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''<br><br />
<br />
a) Develop consistent best practices and procedures for media preservation; <br><br />
<br />
b) Identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''People/Groups involved:''<br>a) P&amp;P; Media Resources&nbsp;Development Coordinator<br>b) P&amp;P<br><br />
<br />
''Date:'' June 09<br> <br />
<br />
==== Collection Development assessment''<br> ====<br />
<br />
''Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''People/Groups involved:&nbsp;''Coll. Dev.<br><br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Usability study for NExpress/ILL<br> ====<br />
<br />
''Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''People/Groups involved:&nbsp;''ILL<br><br />
<br />
''Date:&nbsp;''???<br />
<br />
==== Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> ====<br />
<br />
''Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''???<br />
<br />
''People/Groups involved:'' Cataloging<br><br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Access to Academic Resources ===<br />
<br />
'''Improve search and discovery functions in MIDCAT'''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''People/Groups involved:'' Cataloging; Library Systems<br><br />
<br />
''Deadline'': June 09<br> <br />
<br />
==== Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs)<br> ====<br />
<br />
''Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''People/Groups involved:'' Cataloging; Spec. Coll. <br><br />
<br />
''Deadline:&nbsp;''June 09<br> <br />
<br />
==== Continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases ====<br />
<br />
''Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''People/Groups involved:'' Coll. Dev.;&nbsp;Acq.; Selectors<br><br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
==== Determine appropriate level of access to student publications and develop procedures and policies as needed<br> ====<br />
<br />
''Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''People/Groups involved:'' Spec. Coll.; Cataloging<br><br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
==== Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own ====<br />
<br />
''Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
''People/Groups involved:'' ILL; Coll. Dev.; Acq.<br><br />
<br />
''Date:''&nbsp;June 09<br> <br />
<br />
==== '''Investigate preservation reformatting of laserdiscs unavailable on DVD&nbsp;''' ====<br />
<br />
''Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
People/Groups involved:Media Resources Development Coord; P&amp;P<br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS '''''(Spec Coll)'''''<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
''People/Groups involved:''<br><br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
<br />
''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
''People/Groups involved:''<br><br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''NExpress Conference at Middlebury <br />
''People/Groups involved:''<br><br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
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== '''''User Services<br>''''' ==<br />
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=== Circulation Services ===<br />
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#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
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=== Helpdesk ===<br />
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#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
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=== Media Services and Distribution ===<br />
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#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
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<br> <br />
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[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3476LIS Goals 2008-092008-10-29T18:46:21Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
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== '''''Administration''''' ==<br />
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==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
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Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
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Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
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==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
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Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
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More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
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<br> <br />
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==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
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More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
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==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
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Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
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==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
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==== Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate <br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
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''People/Areas&nbsp;Involved:&nbsp;''''<br />
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==== Withdraw 14000 LPs stored in Special Collections<br> ====<br />
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''Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
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''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
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''People/Groups involved: Copy Cataloging; Spec. Coll.; Music Library''<br><br />
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=== Internal Efficiency ===<br />
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==== 1. Review and revise internal procedures ====<br />
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''Actions: ''<br><br />
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a)&nbsp;Review and refine firm ordering procedures -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; <br><br />
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b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; <br><br />
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c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': <br><br />
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a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. <br><br />
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b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. <br><br />
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c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
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''People/Groups involved:&nbsp;''Acquisitions; Coll. Dev.; Cataloging<br><br />
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''Date'': June 09 <br />
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==== <br>2. Continue to add primary vendors to electronic ordering and invoicing process <br> ====<br />
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''Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''People/Groups involved:&nbsp;''Acquisitions;&nbsp; Cataloging<br><br />
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''Date'': June 09<br><br> <br />
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==== 3. Implement III&nbsp;ERM module<br> ====<br />
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''Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''People/Groups involved:&nbsp;''Acquistions, Library&nbsp;Systems<br />
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''Date:''&nbsp;??? <br />
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=== Assessment ===<br />
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1. ''Goal:&nbsp;''Preservation assessment<br> <br />
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''Possible Actions:&nbsp;''Examine current practices regarding media preservation '''''(P&amp;P; Media Coordinator)'''''; begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''Develop consistent best practices and procedures for media preservation; identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''Date:'' June 09<br> <br />
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2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br> <br />
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''Possible Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
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''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''Date:&nbsp;''???<br> <br />
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3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<br> <br />
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''Possible Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br> <br />
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For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''Date:&nbsp;''???<br> <br> 4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records '''''(Cataloging)'''''<br> <br />
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''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''???<br> <br />
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''Date:&nbsp;''??? <br />
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=== Access to Academic Resources ===<br />
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''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT '''''(Cataloging/Library Systems)'''''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''Deadline'': June 09 <br />
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''2. Goal:&nbsp;''Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs) '''''(Cataloging/Special Collections)'''''<br> <br />
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''Possible Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
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''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''Deadline:&nbsp;''June 09 <br />
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&nbsp;3. ''Goal: ''continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases '''''(Coll Dev; Acq; Selectors)''''' <br />
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''Possible Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''Date'':&nbsp;???<br> <br />
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4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed '''''(Spec Coll; Cataloging)'''''<br> <br />
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''Possible Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''Date:&nbsp;''???<br><br> <br />
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5. ''Goal: ''Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own '''''(ILL; Coll Dev; Acq)''''' <br />
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''Possible Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
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Date:&nbsp;June 09<br> <br />
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=== Infrastructure<br> ===<br />
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=== Education<br> ===<br />
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=== Communication<br> ===<br />
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=== User-centricity and involvement<br> ===<br />
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=== Security<br> ===<br />
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''1. Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)''''' <br />
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''Possible Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS '''''(Spec Coll)'''''<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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Date:&nbsp;June 09 <br />
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=== Consortial ===<br />
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''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
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''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''NExpress Conference at Middlebury <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br> <br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile <br />
<br />
<br><br> <br />
<br />
''Data Repository''<br> <br />
<br />
*''Faculty support for Open Access/Author Agreements''<br> <br />
*''Senior Work Requirement.''<br> <br />
*''Archiving Institutional Records.''<br> <br />
*''Student Publications''<br> <br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br> <br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3475LIS Goals 2008-092008-10-29T18:37:23Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== ''1. ''Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate '''''(Copy Cataloging; Collection Development)'''''<br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
&nbsp;2. ''Goal:&nbsp;'' Withdraw 14000 LPs stored in Special Collections '''''(Copy Cat; Spec Coll; Music Library)'''''<br>''Possible Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== 1. Review and revise internal procedures ====<br />
<br />
''Possible Actions: ''a)&nbsp;Review and refine firm ordering procedures '''''(Acquisitions/Collection Development)''''' -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey 7); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) '''''(Cataloging; Coll Dev)''''' -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== <br>2. Continue to add primary vendors to electronic ordering and invoicing process '''''(Acq; Cataloging)'''''<br> ====<br />
<br />
''Possible Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''Date'': June 09<br><br> <br />
<br />
==== 3. Implement III&nbsp;ERM module '''''(Acq; Systems)'''''<br> ====<br />
<br />
''Possible Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Compliance<br> ===<br />
<br />
=== Assessment ===<br />
<br />
1. ''Goal:&nbsp;''Preservation assessment<br> <br />
<br />
''Possible Actions:&nbsp;''Examine current practices regarding media preservation '''''(P&amp;P; Media Coordinator)'''''; begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''Develop consistent best practices and procedures for media preservation; identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
<br> <br />
<br />
2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
<br> <br />
<br />
3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br> <br />
<br />
For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''Date:&nbsp;''???<br> <br> 4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records '''''(Cataloging)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''???<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Access to Academic Resources ===<br />
<br />
''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT '''''(Cataloging/Library Systems)'''''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''Deadline'': June 09 <br />
<br />
<br> <br />
<br />
''2. Goal:&nbsp;''Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs) '''''(Cataloging/Special Collections)'''''<br> <br />
<br />
''Possible Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''Deadline:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
&nbsp;3. ''Goal: ''continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases '''''(Coll Dev; Acq; Selectors)''''' <br />
<br />
''Possible Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
<br> <br />
<br />
4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed '''''(Spec Coll; Cataloging)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''Date:&nbsp;''???<br><br> <br />
<br />
5. ''Goal: ''Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own '''''(ILL; Coll Dev; Acq)''''' <br />
<br />
''Possible Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
<br />
Date:&nbsp;June 09<br> <br />
<br />
=== Infrastructure<br> ===<br />
<br />
=== Education<br> ===<br />
<br />
=== Communication<br> ===<br />
<br />
=== User-centricity and involvement<br> ===<br />
<br />
=== Security<br> ===<br />
<br />
''1. Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)''''' <br />
<br />
''Possible Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS '''''(Spec Coll)'''''<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
Date:&nbsp;June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
<br />
''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''NExpress Conference at Middlebury <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Institutional&nbsp;Efficiency<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt; with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve). Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br><br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations)<br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans<br />
<br />
Assist in the implementation of Xtender and other digitization needs<br />
<br />
Create a plan to migrate legacy data from the AS400 platform<br />
<br />
Assess long-term role of centralized LIS data entry<br />
<br />
Complete work on the Middlebury Information Security Profile<br />
<br />
<br><br><br />
<br />
''Data Repository''<br><br />
<br />
*''Faculty support for Open Access/Author Agreements''<br><br />
*''Senior Work Requirement.''<br><br />
*''Archiving Institutional Records.''<br><br />
*''Student Publications''<br><br />
*''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br />
<br />
=== Security<br> ===<br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
=== Compliance<br> ===<br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Work with Controllers' office<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
<br />
<br />
=== Communication<br> ===<br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== <br> ====<br />
<br />
<br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]<br />
<br />
<br></div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3474LIS Goals 2008-092008-10-29T18:18:46Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
<br />
Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
<br />
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
<br />
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
<br />
People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
<br />
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
<br />
Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
<br />
Outcome: A new organizational strucuture for LIS.<br> <br />
<br />
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
<br />
Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
<br />
Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
<br />
Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
<br />
People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
<br />
<br> <br />
<br />
==== '''Create a student advisory group''' ====<br />
<br />
Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
<br />
Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
<br />
People/Areas Involved: SGA, other students, LIS<br> <br />
<br />
Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
<br />
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
<br />
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
==== ''1. ''Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate '''''(Copy Cataloging; Collection Development)'''''<br> ====<br />
<br />
''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
&nbsp;2. ''Goal:&nbsp;'' Withdraw 14000 LPs stored in Special Collections '''''(Copy Cat; Spec Coll; Music Library)'''''<br>''Possible Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== 1. Review and revise internal procedures ====<br />
<br />
''Possible Actions: ''a)&nbsp;Review and refine firm ordering procedures '''''(Acquisitions/Collection Development)''''' -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey 7); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) '''''(Cataloging; Coll Dev)''''' -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''Date'': June 09 <br />
<br />
==== <br>2. Continue to add primary vendors to electronic ordering and invoicing process '''''(Acq; Cataloging)'''''<br> ====<br />
<br />
''Possible Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''Date'': June 09<br><br> <br />
<br />
==== 3. Implement III&nbsp;ERM module '''''(Acq; Systems)'''''<br> ====<br />
<br />
''Possible Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Compliance<br> ===<br />
<br />
=== Assessment ===<br />
<br />
1. ''Goal:&nbsp;''Preservation assessment<br> <br />
<br />
''Possible Actions:&nbsp;''Examine current practices regarding media preservation '''''(P&amp;P; Media Coordinator)'''''; begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''Develop consistent best practices and procedures for media preservation; identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
<br> <br />
<br />
2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
<br> <br />
<br />
3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br> <br />
<br />
For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
<br />
''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
<br />
''Date:&nbsp;''???<br> <br> 4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records '''''(Cataloging)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''???<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Access to Academic Resources ===<br />
<br />
''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT '''''(Cataloging/Library Systems)'''''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''Deadline'': June 09 <br />
<br />
<br> <br />
<br />
''2. Goal:&nbsp;''Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs) '''''(Cataloging/Special Collections)'''''<br> <br />
<br />
''Possible Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
<br />
''Deadline:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
&nbsp;3. ''Goal: ''continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases '''''(Coll Dev; Acq; Selectors)''''' <br />
<br />
''Possible Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
<br> <br />
<br />
4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed '''''(Spec Coll; Cataloging)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''Date:&nbsp;''???<br><br> <br />
<br />
5. ''Goal: ''Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own '''''(ILL; Coll Dev; Acq)''''' <br />
<br />
''Possible Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
<br />
Date:&nbsp;June 09 <br />
<br />
<br> <br />
<br />
=== Infrastructure<br> ===<br />
<br />
=== Education<br> ===<br />
<br />
=== Communication<br> ===<br />
<br />
=== User-centricity and involvement<br> ===<br />
<br />
=== Security<br> ===<br />
<br />
''1. Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)''''' <br />
<br />
''Possible Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS '''''(Spec Coll)'''''<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
Date:&nbsp;June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
<br />
''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''NExpress Conference at Middlebury <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
<br />
=== Liaison Program<br> ===<br />
<br />
==== Support and Outreach to Faculty<br> ====<br />
<br />
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
<br />
==== Support and Outreach to Students<br> ====<br />
<br />
*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
<br />
<br> <br />
<br />
=== Assessment<br> ===<br />
<br />
*placeholder<br />
<br />
<br> <br />
<br />
=== Improving the Reference Collection <br> ===<br />
<br />
*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br> <br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br> <br />
<br />
Review/get approval/post new Web site privacy/usage policy<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt;&nbsp;with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve).&nbsp; Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc. <br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br> <br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
College Handbook updates<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote>''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). ''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008) ''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009) ''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009) ''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br></blockquote> <br />
<br> <br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile<br> <br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br> <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3473LIS Goals 2008-092008-10-29T18:16:28Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty''' ====<br />
<br />
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br> <br />
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Outcome: Regular two-way communications between all academic departments and programs and LIS to inform our planning and resource allocation, and to guide our assessment efforts.<br> <br />
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People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees. <br> <br />
<br />
Date: Groups to begin meeting in December 2008. <br><br>More information can be found at [http://docs.google.com/Doc?id=df2dswdk_55698frj7c4 http://docs.google.com/Doc?id=df2dswdk_55698frj7c4]<br> <br />
<br />
==== Lead the re-architecting and re-design of the major Middlebury websites ====<br />
<br />
Actions: We will work with students, faculty, and staff from across the College and MIIS to re-do our web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. <br />
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Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<br> <br />
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People/Areas Involved: We are involving the entire community in this process; we have a workgroup consisting of faculty, students, and staff developing and implementing plans. <br> <br />
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Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br> <br />
<br />
<br> <br />
<br />
==== Redefine the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. ====<br />
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Actions: We are doing SWOT (strength, weakness, opportunity, threat) analyses for each of our areas and workgroups, soliciting ideas for new teams, surveying our peer institutions, consulting with our advisory groups, as a means of collecting as much input as possible during this process. <br> <br />
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Outcome: A new organizational strucuture for LIS.<br> <br />
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People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br> <br />
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Date: Project kicked off in September 2008, and to complete by January 2009.<br> <br />
<br />
More information can be found at [http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/ http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/]<br> <br />
<br />
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ====<br />
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Actions: Create an advisory group, pick a platform (likely to be a wiki), develop templates and a taxonomy, train people in how to use it, develop a plan for maintenance. <br> <br />
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Outcome: A directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. <br />
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People/Areas Involved: All of LIS.<br> <br />
<br />
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br> <br />
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<br> <br />
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==== '''Create a student advisory group''' ====<br />
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Actions: Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. <br> <br />
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Outcome: A regular meeting of this advisory group, that will in turn develop its own agenda in terms of feedback and input mechanisms for use in our planning efforts. <br> <br />
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People/Areas Involved: SGA, other students, LIS<br> <br />
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Date: recruit in the fall, with goal of first meeting in early December 2008.<br> <br />
<br />
==== '''Space Planning:&nbsp;Comprehensive review of how space is utilized in the Main Library''' ====<br />
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''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenario. This will include staff office spaces and how much of each floor and area of the library should be collections, study space, etc. <br />
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''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br> <br />
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''Date:&nbsp;''June 09 <br />
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== '''''Collection Management''''' ==<br />
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=== Facilities/Space ===<br />
<br />
==== ''1. ''Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate '''''(Copy Cataloging; Collection Development)'''''<br> ====<br />
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''Possible Actions:''&nbsp; Review and refine procedures to edit III and OCLC&nbsp;records to reflect changes; remove bound vols. from shelves; coordinate recycling; update A-Z&nbsp;list; implement OCLC electronic holdings service<br> <br />
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''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible; space in bound periodicals shelving area; e-holdings visible in WorldCat alleviating ILL&nbsp;requests for items we already have access to<br> <br />
<br />
&nbsp;2. ''Goal:&nbsp;'' Withdraw 14000 LPs stored in Special Collections '''''(Copy Cat; Spec Coll; Music Library)'''''<br>''Possible Actions:&nbsp;''review criteria for withdrawal (completed); create lists of LPs to keep/remove; find new home if possible (leads identified); identify important LPs to keep or replace on CD as needed<br> <br />
<br />
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br> <br />
<br />
=== Internal Efficiency ===<br />
<br />
==== 1. Review and revise internal procedures ====<br />
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''Possible Actions: ''a)&nbsp;Review and refine firm ordering procedures '''''(Acquisitions/Collection Development)''''' -- review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey 7); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) '''''(Cataloging; Coll Dev)''''' -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
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''Outcome'': a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''Date'': June 09 <br />
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==== <br>2. Continue to add primary vendors to electronic ordering and invoicing process '''''(Acq; Cataloging)'''''<br> ====<br />
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''Possible Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
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''Outcome'': Improved ease of ordering from these vendors <br />
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''Date'': June 09<br><br> <br />
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==== 3. Implement III&nbsp;ERM module '''''(Acq; Systems)'''''<br> ====<br />
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''Possible Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
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''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
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''Date:''&nbsp;??? <br />
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=== ===<br />
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=== Compliance<br> ===<br />
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=== Assessment ===<br />
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1. ''Goal:&nbsp;''Preservation assessment<br> <br />
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''Possible Actions:&nbsp;''Examine current practices regarding media preservation '''''(P&amp;P; Media Coordinator)'''''; begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
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''Outcomes: ''Develop consistent best practices and procedures for media preservation; identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
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''Date:'' June 09<br> <br />
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<br> <br />
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2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br> <br />
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''Possible Actions:&nbsp;''Review approval plan profiles and adjust if needed; continue to assess foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
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''Date:&nbsp;''???<br> <br />
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<br> <br />
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3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<br> <br />
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''Possible Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br> <br />
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For example: What works, what doesn’t? In what ways can we make the requesting process a simpler and smoother patron experience? What points of confusion exist for patrons? How did they learn about ILL/NExpress? What do they wish worked better/differently? <br> <br />
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''Outcomes:&nbsp;''Change web links to better direct usage, review of Web page design; consider patron alert methods, e-mail notification design, RSS feeds. Revisions to workflow or processing procedures; increased ordering automation, additional training or instructional materials.<br> <br />
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''Date:&nbsp;''???<br> <br> 4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records '''''(Cataloging)'''''<br> <br />
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''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
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''Outcomes:&nbsp;''???<br> <br />
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''Date:&nbsp;''??? <br />
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=== Access to Academic Resources ===<br />
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''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT '''''(Cataloging/Library Systems)'''''<br> <br />
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''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
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''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials '''''(cataloging)'''''.&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
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''Deadline'': June 09 <br />
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<br> <br />
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''2. Goal:&nbsp;''Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections, as well as to other&nbsp;unique collections held by the libraries (e.g. Flanders Ballad Collection, News Bureau Photographs) '''''(Cataloging/Special Collections)'''''<br> <br />
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''Possible Actions: ''involve cat dept in metadata creation more systematically; establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed;&nbsp;pursue funding sources for digitization projects (esp. for Flanders); develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation<br> <br />
<br />
''Outcomes: ''Increased awareness and use of these collections; streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records<br> <br />
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''Deadline:&nbsp;''June 09 <br />
<br />
<br> <br />
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&nbsp;3. ''Goal: ''continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases '''''(Coll Dev; Acq; Selectors)''''' <br />
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''Possible Actions'': Define goal of "digital library" more specifically; review e-book platforms; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials '''''(Coll Dev; Acq)'''''; complete iArchives/Fulkerson digitization project now known as MiddHistory Online '''''(Spec Coll; cataloging)'''''<br> <br />
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''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
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''Date'':&nbsp;???<br> <br />
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<br> <br />
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4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed '''''(Spec Coll; Cataloging)'''''<br> <br />
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''Possible Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
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''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
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''Date:&nbsp;''???<br><br> <br />
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5. ''Goal: ''Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own '''''(ILL; Coll Dev; Acq)''''' <br />
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''Possible Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
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''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
<br />
Date:&nbsp;June 09 <br />
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<br> <br />
<br />
=== Infrastructure<br> ===<br />
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=== Education<br> ===<br />
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=== Communication<br> ===<br />
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=== User-centricity and involvement<br> ===<br />
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=== Security<br> ===<br />
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''1. Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)''''' <br />
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''Possible Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
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''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
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''Date:&nbsp;''??? <br />
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=== Staff and Organizational Development<br> ===<br />
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1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
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''Possible Actions: ''a)&nbsp;Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS '''''(Spec Coll)'''''<br> <br />
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''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
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Date:&nbsp;June 09 <br />
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<br> <br />
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=== Consortial ===<br />
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''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br> <br />
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''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
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''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
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''Date:&nbsp;''June 09 <br />
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''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
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''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
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''Outcome: ''NExpress Conference at Middlebury <br />
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''Date:&nbsp;''Spring 09 <br />
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== '''''Research &amp; Instruction''''' ==<br />
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=== Facilities/Space<br> ===<br />
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*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold;"> </span> <br />
*Get the Wilson Media Lab on the equipment update cycle<br><br />
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=== Liaison Program<br> ===<br />
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==== Support and Outreach to Faculty<br> ====<br />
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*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate. <br />
*Development a more unified LIS new faculty orientation. <br />
*Instruction in use of library databases <br />
*Media support <br />
*research consultations<br> <br />
*First-Year Seminar support<br />
==== Support and Outreach to Students<br> ====<br />
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*Instruction in use of library databases<br> <br />
*Media support<br> <br />
*research consultations<br> <br />
*First-year Seminar support <br />
*Continuing support of RefWorks<br />
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=== Assessment<br> ===<br />
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*placeholder<br />
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=== Improving the Reference Collection <br> ===<br />
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*Shrink the physical collection <br />
*Highlight--with signs &amp; displays--the remaining core collection <br />
*Move print materials to electronic format, when feasible &amp; desirable <br />
*Improve visibility &amp; use of online collection <br />
*Identify key free resources <br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them <br />
*Review for weeding or transfer to stacks <br />
*Contine review of standing orders<br />
<br />
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br><br />
<br />
<br> <br />
<br />
=== &nbsp;Information Literacy for Students ===<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Consortial ===<br />
<br />
*placeholder<br />
<br />
=== Web/Online Services/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Archive then Delete old guides from CMS (by end of summer) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.<br />
<br />
==== Continuing Training and Collaborative Support for Underlying Systems ====<br />
<br />
Training (LIS-internal users and external users), troubleshooting, configuring the various systems cuts laterally across workgroups and areas. I have tried to reflect that in the parenthetical statements. <br />
<br />
*SubjectsPlus (R and I) <br />
*Segue (EdTech, R and I) <br />
*LibraryFind (EdTech, Lib Systems, R and I) <br />
*CMS content and content provider support (R and I) <br />
*MIDCAT (Lib Systems, R and I) <br />
*EZProxy (Lib Systems, R and I) <br />
*more?<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Transfer "Indexes and Databases" access points.&nbsp; (Use the SubjectsPlus SQL DB for single-point management and delivery to website.) <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br> <br />
*Use new and existing web-based resources and create an extensible suite of highly flexible, tools for communication and collaboration that support teaching, learning, research, and other co-curricular activities (i.e., platform integration.&nbsp; E.g., Segue, MIDCAT, SubjectsPlus, a CMS interoperability.)<br><br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends. <br />
*Build the Digital Media Tutor program to directly support curricular media assignments<br />
<br />
<br> <br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
==== Record-Keeping for Planning ====<br />
<br />
Build&nbsp;an in-house (using Williams' Refstats blog or other platform)--easy to use, easy to access--working collection of stories and&nbsp;statistics, that would be useful for our own planning &amp; activities.&nbsp; Use this database/collection to: <br />
<br />
*Reveal gaps in the collection <br />
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging <br />
*Catch&nbsp;a snapshot of assignments <br />
*Provide direction for both our own continuing education and training efforts across LIS<br />
<br />
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?) <br />
<br />
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often. <br />
<br />
Include summaries of&nbsp;difficult question, both&nbsp;solved &amp; unsolved.&nbsp;&nbsp;(Time involved, resources used, a collaborative effort?) Include&nbsp;interesting questions answered during consultations. <br />
<br />
*Combine the InfoDesk and Ref Desk statistics pages into one.<br />
<br />
==== Timeline ====<br />
<br />
Post an easy to use, easy to access timeline that would include: <br />
<br />
*Reminders of repetitive semester or annual tasks, such as notes to new faculty &amp;&nbsp;performance reviews <br />
*Links to documents previously used for the above <br />
*Critical dates for new projects, links to related documents<br />
<br />
==== Government Information Resources ====<br />
<br />
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging. <br />
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review. <br />
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate. <br />
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics. <br />
*Redesign and strengthen our Government Documents home page. <br />
*Identify CDs that have been superceded by web resources and weed as appropriate<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br> <br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br> <br />
<br />
Review/get approval/post new Web site privacy/usage policy<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt;&nbsp;with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve).&nbsp; Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc. <br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br> <br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
College Handbook updates<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote>''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). ''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008) ''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009) ''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009) ''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br></blockquote> <br />
<br> <br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile<br> <br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
=== Curricular Technologies<br> ===<br />
<br />
Promote Segue, Concerto and Harmoni beyond Middlebury to create a community of users and developers<br>Collaborate with O.K.I. to develop and promote OSIDs<br>Participate in Project Bamboo workshops<br>Research and disseminate information about emerging technologies and the possibilities they introduce<br>Design a site that aggregates documentation and possibilities of current and emerging technologies<br>Develop an application provisioning framework for aggregating activities across different applications<br>Develop a new course catalog site with faceted search UI<br>Develop and integrate MiddTube into WordPress and Segue and other applications<br>Collaborate with others in academic and administrative technologies to define development and implementation workflow<br>Implement all the features of Segue v1 in Segue v2<br>Refine Segue v2 user interface to improve user experience<br>Integrate access to Concerto assets, collections and exhibitions into Segue v2<br>Maintain instances of curricular systems including Measure, MediaWiki and StudyDB<br>Update language learning resources for mobile platforms<br>Update Harmoni OSID implementations to OSID v3<br><br><br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
<br> <br />
<br />
[[Category:Administration]] [[Category:Research_&_Instruction]] [[Category:Collection_Management]] [[Category:Systems_&_Infrastructure]] [[Category:Policy]] [[Category:User_Services]]</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3332LIS Goals 2008-092008-10-21T13:57:20Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
=== '''Create divisional faculty advisory groups''' ===<br />
<br />
We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
<br />
=== '''Lead the re-architecting and re-design of the major Middlebury websites''' ===<br />
<br />
We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.'' <br />
<br />
=== '''Revise the organizational structure of LIS''' ===<br />
<br />
During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
<br />
=== '''Create a project directory to improve communication about projects within the organization, and to our constituents''' ===<br />
<br />
Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
<br />
=== '''Create a student advisory group''' ===<br />
<br />
Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October. <br />
<br />
=== '''Space Planning''' ===<br />
<br />
In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where. <br />
<br />
<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Facilities/Space ===<br />
<br />
''1. Goal'':&nbsp;Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate '''''(Copy Cataloging; Collection Development)'''''<br> <br />
<br />
''Possible Actions:''&nbsp;&nbsp;???<br> <br />
<br />
''Outcome:'' Physical vols. of journals now available through JSTOR&nbsp;and Project Muse are removed from shelves and catalog descriptions; vols. are disposed of in as environmentally conscious manner as possible<br> <br />
<br />
Goal:&nbsp;??? <br />
<br />
=== Internal Efficiency ===<br />
<br />
1. ''Goal'': Involve cataloging department more closely in metadata creation for locally created digital collections '''''(Cataloging &amp; Special Collections)''''' <br />
<br />
''Possible Actions'': Develope workflows and procedures for cataloging to upload images and batch metadata (via spreadsheet) to ContentDM for News Bureau Photographs collection; work with Special Collections to determine what metadata fields and content are needed; have ContentDM acquisition stations installed wherever needed for catalogers; have cataloging assist Special Collections with uploading of data for MiddHistory project; create documentation <br />
<br />
''Outcome'': Streamlined, consistent procedure for handling creation of metadata for locally digital collections; integration of metadata creation into cataloging department; better, more consistent metadata in digitical collection records, resulting in better access to those materials <br />
<br />
''Date'': June 09 <br />
<br />
<br>2. ''Goal'': Review and revise internal procedures <br />
<br />
''Possible Actions: ''a)&nbsp;Review and refine firm ordering procedures '''''(Acquisitions/Collection Development)''''' -- hold annual workshops/refreshers for selectors on acquisitions procedures; review workflow for ordering requests from printed catalogs; revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey 7); investigate feasibility of adding an online form for recommending internet sites to catalog and add to MIDCAT.&nbsp; b)&nbsp;Review/create policy for withdrawal procedures (especially for periodicals) (cataloging; collection development) -- comprehensive review of steps needed to remove print holdings, especially when converting to digital subscriptions; need to be sure that appropriate CM&nbsp;staff are notified when print subscriptions are cancelled or converted to electronic so that print subscriptions are not renewed, OCLC&nbsp;holdings are removed, and&nbsp; physical removal and disposal of print items happens in a timely manner.&nbsp; c)&nbsp;Review gifts policy in conjunction with Advancement (mostly completed) in order to balance library's desire to be extremely selective with gift acceptances with Advancement's desire to be accomodating to potential donors; establish a single point-person for gifts; review/educate selectors regarding gift policy.<br> <br />
<br />
''Outcome'': a)&nbsp;Easier to use online form; improved (i.e., quicker, less duplication of effort) system for handling requests that come in the form of printed catalogs, etc.; clear understanding among selectors as to the information acquisitions needs to efficiently place orders. b)&nbsp;Eliminate errors/miscommunications that result in acquisitions staff not being notified of subscriptions that selectors have cancelled; clear shelf space in a timely manner to allow reuse of space. c) Coordinate gift acceptances with Advancement so that each&nbsp; department understands the other's concerns, resulting in a reduction of gifts we don't want and an increase in gifts we do; reduce confusion resulting from multiple selectors accepting gifts independently.<br> <br />
<br />
''Date'': June 09 <br />
<br />
<br>3. ''Goal'': Continue to add primary vendors to electronic ordering and invoicing process <br />
<br />
''Possible Actions'': Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders; create documentation for OCLC Cataloging Partners procedures <br />
<br />
''Outcome'': Improved ease of ordering from these vendors <br />
<br />
''Date'': June 09<br><br> <br />
<br />
4. ''Goal:&nbsp;''Implement III&nbsp;ERM module <br> <br />
<br />
''Possible Actions:''&nbsp;Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM; collect necessary information for above from licenses on hand and/or from vendors<br> <br />
<br />
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<br> <br />
<br />
''Date:''&nbsp;??? <br />
<br />
=== Administrative Efficiency ===<br />
<br />
=== Compliance ===<br />
<br />
=== Assessment ===<br />
<br />
1. ''Goal:&nbsp;''Preservation assessment<br> <br />
<br />
''Possible Actions:&nbsp;''Examine current practices regarding media preservation '''''(P&amp;P; Media Coordinator)'''''; begin preservation survey for periodicals to withdraw or reformat embrittled paper items '''''(P&amp;P)'''''<br> <br />
<br />
''Outcomes: ''Develop consistent best practices and procedures for media preservation; identify embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br> <br />
<br />
''Date:'' June 09<br> <br />
<br />
<br> <br />
<br />
2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Review approval plan profiles and adjust if needed; complete formal assessment of our foreign language information resources and make recommendations for the future; investigate use of 3rd-party tools such as OCLC&nbsp;Collection Analysis and/or Serials Solutions 360&nbsp;Counter to monitor use of the collection, determine areas of strength and weakness, and possibly set the stage for further collaborative efforts (e.g. NExpress, WALDO, ConnectNY)<br> <br />
<br />
''Outcomes:'' Approval plan provides appropriate materials for collection (how do we determine?); new summer language programs (especially) have access to appropriate resources; identification of LIS&nbsp;resources necessary (both $ and time) to implement 3rd-party tools and identify benefits of doing same<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
<br> <br />
<br />
3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<br><br />
<br />
''Possible Actions:&nbsp;''???<br> <br />
<br />
''Outcomes:&nbsp;''???<br> <br />
<br />
''Date:&nbsp;''???<br> <br />
<br />
<br> <br />
<br />
4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> <br />
<br />
''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br> <br />
<br />
''Outcomes:&nbsp;''???<br> <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Access to Academic Resources ===<br />
<br />
''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT'''''(Cataloging/Library Systems)'''''<br> <br />
<br />
''Outcome:&nbsp;''Better indexing of AV and literary materials; users are more easily able to find resources, but within the catalog and physically in the library <br />
<br />
''Possible Actions: ''Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials (cataloging).&nbsp; Create linkable maps from MIDCAT records.&nbsp; Improve the location labels in MIDCAT to better indicate the actual location of an item.&nbsp; Periodically review failed search data from Millennium (i.e., searches retrieving 0 hits) to enhance national (where possible) and local level "see" references in MIDCAT. Review and revise keyword indexing choices in MIDCAT.<br> <br />
<br />
''Deadline'': June 09 <br />
<br />
<br> <br />
<br />
''2. Goal:&nbsp;''Improve access in MIDCAT&nbsp;to processed manuscript collections held by Special Collections '''''(Cataloging/Special Collections)'''''<br> <br />
<br />
''Outcome:&nbsp;''Increased awareness and use of these collections <br />
<br />
''Possible Actions:&nbsp;''Establish workflow for creation of metadata record in ContentDM&nbsp;for online finding aids; establish workflow for creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); train catalogers as needed <br />
<br />
''Deadline:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
&nbsp;3. ''Goal: ''continue efforts to realize the strategic priority of migrating library resources from print to digital, especially in area of continuing purchases '''''(Coll Dev; Acq; Selectors)'''''<br />
<br />
''Possible Actions'': Define goal of "digital library" more specifically; undertake serials review; e-resources review; continue shifting existing journal subscriptions to online only, proceeding in publisher groups; revisit e-books - have user attitudes changed since last experiment with them?; develop formal process for reviewing new e-resources, including guidelines for trials (Coll Dev; Acq); complete iArchives/Fulkerson digitization project now known as MiddHistory Online (Spec Coll; cataloging)<br> <br />
<br />
''Outcomes'': Clear definition of what a "digital library" means for Middlebury; assessment of where our mixture of print/digital continuing purchases falls within that definition; development of a strategy for continuing the process of shifting toward a "digital library" (e.g. how do we choose the resources we want to migrate to digital, etc.)<br> <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
<br> <br />
<br />
4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed. <br />
<br />
''Possible Actions:&nbsp;''review current retention and cataloging guidelines for student publications; work with faculty, student groups, and&nbsp;library special collections to determine what is the appropriate/ideal retention and access scenario for student publications - may range from simply placing them in a rack for recreational browsing/reading to digitizing particularly worthy resources. <br />
<br />
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same. <br />
<br />
''Date:&nbsp;''???<br><br> <br />
<br />
5. ''Goal: ''Investigate feasibility of ''r''educing ILL&nbsp;doc delivery fees and providing faster access for users to materials we don't own '''''(ILL; Coll Dev; Acq)'''''<br />
<br />
''Possible Actions: ''develop guidelines and procedues allowing ILL to place rush orders for certain materials (e.g., materials for which we will be charged high borrowing fees from other institutions, etc.); establish target budget or, if more desirable to work within existing single-fund scenario, codes for tracking purposes; monitor effect on materials budget (firm orders, doc delivery charges)<br> <br />
<br />
''Outcomes:'' Faster turn-around times for certain materials that would previously have been ILL'd; reduction in no. of materials that are repeatedly ILL'd; targeted-acquisition of materials (i.e., buying things for which there is an identified use in mind). <br />
<br />
Date:&nbsp;June 09 <br />
<br />
<br> <br />
<br />
6. ''Goal'':&nbsp;Provide better access to Flanders Ballad&nbsp;Collection '''''(Spec. Coll.)'''''<br><br />
<br />
''Possible Actions:&nbsp;''pursue funding sources for digitization; revise finding aid; create catalog record for this portion of collection <br />
<br />
''Outcomes: ''Greater use of collection; heightened awareness within specific user populations (music students/faculty, American history, Vt. studies, etc.) <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
=== Infrastructure<br> ===<br />
<br />
=== Education<br> ===<br />
<br />
=== Communication<br> ===<br />
<br />
=== User-centricity and involvement<br> ===<br />
<br />
=== Security<br> ===<br />
<br />
''1. Goal:&nbsp;''Improve user understanding of proper care and handling of library materials '''''(P&amp;P)'''''<br><br />
<br />
''Possible Actions:&nbsp;''Review policy for proper care &amp;&nbsp;handling of materials; promote P&amp;P "commercial" for same; traing appropriate staff in handling library materials (e.g. Circ, student assistants, etc.) <br />
<br />
''Outcomes:'' Longer-lived collection; fewer damaged materials coming into P&amp;P <br />
<br />
''Date'':&nbsp;???<br> <br />
<br />
<br> <br />
<br />
2. ''Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)'''''<br />
<br />
''Possible Actions:'' Work with faculty to identify particularly valuable LDs currently unavailable on DVD or Blu-Ray; investigate costs for in-house vs. outsourced preservation reformatting; depending upon quantity of material, develop possible budgetary needs and timeline for preservation work <br />
<br />
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials <br />
<br />
''Date:&nbsp;''??? <br />
<br />
=== Staff and Organizational Development<br> ===<br />
<br />
1. ''Goal: ''Introduce CM&nbsp;staff to new topics in library and information technology; spread awareness of various efforts here at Middlebury within the realm of digital and educational technology initiatives '''''(CM)'''''<br> <br />
<br />
''Possible Actions: ''a)&nbsp;Institute a series of workshops, lunches, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback; b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible; c) share interesting conference report with CM&nbsp;staff, being careful to limit such reports to highly relevant and/or interesting material; place reports in an easily accessible location (e.g. blog) to allow comments and discussion c)&nbsp;develop staff expertise with Segue, Concerto, CMS (Spec Coll)<br> <br />
<br />
''Outcomes:&nbsp;''Broader awareness of what's happening in the larger library world and the larger LIS environment at Middlebury; introduction of staff to new skills or new needs; improvement in current skills; ability to handle wider-range of tasks<br> <br />
<br />
Date:&nbsp;June 09 <br />
<br />
<br> <br />
<br />
=== Consortial ===<br />
<br />
''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br><br />
<br />
''Possible Actions'':&nbsp;Create documentation to provide guidance for catalogers as to when we should establish headings in the national authority file (NAF).&nbsp; Train an/or refresh training for catalogers in procedures. <br />
<br />
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same. <br />
<br />
''Date:&nbsp;''June 09 <br />
<br />
<br> <br />
<br />
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br> <br />
<br />
''Possible Actions:&nbsp;''Develop date &amp; agendas, book meeting spaces, meeting logisitics,etc.&nbsp; Get buy-in/committment from NExpress directors to allow staff to attend. <br />
<br />
''Outcome: ''NExpress Conference at Middlebury <br />
<br />
''Date:&nbsp;''Spring 09 <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Facilities/Space<br> ===<br />
<br />
<br><br />
<br />
=== Internal [LIS] Efficiency<br> ===<br />
<br />
<br><br />
<br />
=== Administrative Efficiency [College-wide]<br> ===<br />
<br />
<br><br />
<br />
=== Compliance<br> ===<br />
<br />
<br><br />
<br />
=== Assessment<br> ===<br />
<br />
<br><br />
<br />
=== Academic Resources (collections; access)<br> ===<br />
<br />
==== Improving the Reference Collection <br> ====<br />
<br />
*Shrink the physical collection<br />
*Highlight--with signs &amp; displays--the remaining core collection<br />
*Move print materials to electronic format, when feasible &amp; desirable<br />
*Improve visibility &amp; use of online collection<br />
*Identify key free resources<br />
*Identify areas where there are gaps &amp; redundancies--and find ways to address them<br />
*Review for weeding or transfer to stacks<br />
*Review of standing orders<br />
<br />
* Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br />
<br />
<br><br />
<br />
Infrastructure<br><br />
<br />
<br><br />
<br />
=== Education<br> ===<br />
<br />
==== Information Literacy for Students ====<br />
<br />
*Try to get a librarian on the curriculum committee <br />
*Propose a 4th hour for First Year Seminars (which would allow more ample time for teaching basic IL skills, as well as, CTLR time-use workshops, etc) <br />
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support <br />
*Who are the students we miss? <br />
*Review re-accreditation standards &amp; make sure LIS meets these standards<br />
<br />
=== Communication<br> ===<br />
<br />
=== User-centricity and involvement<br> ===<br />
<br />
<br><br />
<br />
=== Security<br> ===<br />
<br />
=== Staff &amp;&nbsp;Organizational Deveolpment<br> ===<br />
<br />
<br><br />
<br />
=== Consortial<br> ===<br />
<br />
<br><br />
<br />
<br><br />
<br />
=== Web/Online Ser ===<br />
<br />
=== vices/Access/Presence ===<br />
<br />
==== Subject Guides ====<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Delete old guides from CMS (by spring break) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br> <br />
*If feasible, adding features requested by user. Requests so far: <br />
**"back to top" buttons. <br />
**more than one librarian per subject<br><br />
<br />
==== Other Web-based Guides<br> ====<br />
<br />
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br> <br />
*Consider creating introductory guide/s to doing research in the Middlebury Libraries.&nbsp; Could be aimed at first-year students.&nbsp; See, for example, [http://hcl.harvard.edu/research/guides/libraries/index.html Threading the Maze].&nbsp; Could also look to the new LIS yellow pages for inspiration.&nbsp; Doesn't have to be text; could be a series of short videos (how to find a book in the library, how to find a journal, how to get help with your computer, etc.).<br />
<br />
==== ====<br />
<br />
=== Making Online Resources Visible ===<br />
<br />
*Web pages <br />
**CDM front ends <br />
**SubjectPlus and Segue guides <br />
**Plugins for Segue for various apps <br />
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website) <br />
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br> <br />
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)] <br />
*Segue plugins <br />
**improve MIDCAT plugin <br />
**LibraryFind plugin <br />
**CONTENTdm plugin <br />
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<br><br />
<br />
=== Space Issues ===<br />
<br />
*Re-establish a "go-to" reference presence <br />
*With shrinking of ref collection, how best to use the space <br />
*What about the Reference desk?&nbsp; Move? Consolidate w/ Info Desk?<br />
<br />
=== Service Points -- best service &amp; best information ===<br />
<br />
*Ongoing training <br />
*When to refer question to someone else--&amp; to whom? <br />
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends.<br />
<br />
<br />
<br />
==== Thinking About Reference ====<br />
<br />
*Identify the subject areas that need librarian intervention, and train more librarians to support these areas--finding data sets &amp; statistics, working with GIS, etc. <br />
*Virtual reference services--Q&amp;A page, <br />
*Integrate SubjectsPlus FAQs function into the website? <br />
*Seek &amp; listen to student input,&nbsp;in&nbsp;an effort to make&nbsp;ref services more relevant, apparent,&nbsp;and easy to use.&nbsp;<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br> <br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br> <br />
<br />
Review/get approval/post new Web site privacy/usage policy<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt;&nbsp;with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve).&nbsp; Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc. <br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br> <br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
College Handbook updates<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote>''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). ''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008) ''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009) ''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009) ''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br></blockquote> <br />
<br> <br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile<br> <br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
#'''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
#'''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
#'''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
#'''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
#'''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
#'''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
#'''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
#'''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
#'''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
#'''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
#'''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
#'''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br><br />
<br />
=== Helpdesk ===<br />
<br />
#'''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br> i. Communications<br> ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct<br>Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
#'''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
#'''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
#'''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
#'''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br><br />
<br />
=== Media Services and Distribution ===<br />
<br />
#'''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
#'''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09 <br />
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09 <br />
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09 <br />
#'''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09 <br />
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09 <br />
#'''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09 <br />
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09 <br />
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09<br />
<br />
[[Category:Research_&_Instruction]]<br />
<br />
<br></div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3234LIS Goals 2008-092008-10-17T15:06:18Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
'''Create divisional faculty advisory groups''' We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
<br />
'''Lead the re-architecting and re-design of the major Middlebury websites''' We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.'' <br />
<br />
'''Revise the organizational structure of LIS''' During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
<br />
'''Create a project directory to improve communication about projects within the organization, and to our constituents''' Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
<br />
'''Create a student advisory group''' Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October. <br />
<br />
'''Space Planning''' In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where. <br />
<br />
<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Cataloging ===<br />
<br />
Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials<br> <br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Special Collections) (in process)<br> <br />
<br />
Creating linkable maps from MIDCAT records (w/Systems)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Systems)<br> <br />
<br />
Review failed search data from Millennium (i.e., searches retrieving zero hits) periodically to enhance national (where possible) and local level "see" references in MIDCAT.<br> <br />
<br />
Review/create policy for NACO authority record creation<br> <br />
<br />
Review/create policy for PromptCat procedures<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Special Collections) (in process)<br> <br />
<br />
Catalog recent Japanese gift (in process)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Systems)<br> <br />
<br />
Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> <br />
<br />
Review cataloging guidelines for student publications (w/Special Collections)<br> <br />
<br />
=== Acquisitions<br> ===<br />
<br />
Annual workshops/refreshers for liaisons on acquisitions procedures<br> <br />
<br />
Continue shifting existing journal subscriptions to online only, proceeding in publisher groups (in process)<br> <br />
<br />
Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM. Collect necessary information for above from licenses on hand and/or from vendors.<br> <br />
<br />
Revise online forms for acquisitions requests; investigate adding online form for recommending internet sites to catalog and add to MIDCAT (in process)<br> <br />
<br />
Review acquisition guidelines for student publications (w/Special Collections)<br> <br />
<br />
Implement electronic invoicing with Harrassowitz &amp;&nbsp;MLSC<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Collection Development) <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Collection Development)<br> <br />
<br />
=== Preservation &amp;&nbsp;Processing<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/Media Coordinator) (in process)<br> <br />
<br />
Begin a preservation survey for periodicals to withdraw embrittled paper items and find unique items that might be worthy of scanning or otherwise sharing more broadly<br> <br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/Collection Development)<br> <br />
<br />
Review/create policy for proper care and handling of library materials<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/Collection Development) (in process)<br> <br />
<br />
=== Media Resources Development<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/P&amp;P) (in process)<br> <br />
<br />
Investigate preservation reformatting of laserdiscs unavailable on DVD.<br> <br />
<br />
=== Collection Development &amp;&nbsp;ILL<br> ===<br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/P&amp;P)<br> <br />
<br />
Complete formal assessment of our foreign language information resources and make recommendations for the future<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/P&amp;P) (in process)<br> <br />
<br />
Undertake serials review (in process)<br> <br />
<br />
Undertake e-resources review (in process)<br> <br />
<br />
Review gifts policy in conjunction with Advancement (in process)<br> <br />
<br />
Host NExpress conference at Middlebury in Spring 09<br> <br />
<br />
Review approval plan profiles and adjust if needed<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Acquisitions)<br> <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Acquisitions)<br> <br />
<br />
Join Oberlin group Rapid ILL pod (completed?)<br> <br />
<br />
Usability study for NExpress/ILL<br> <br />
<br />
=== Systems<br> ===<br />
<br />
Creating linkable maps from MIDCAT records (w/Cataloging)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Cataloging)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Cataloging)<br> <br />
<br />
=== Special Collections<br> ===<br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Cataloging) (in process)<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Catalogin) (in process)<br> <br />
<br />
Review cataloging and acquisition guidelines for student publications (w/Cataloging &amp;&nbsp;Acquisitions)<br> <br />
<br />
=== General<br> ===<br />
<br />
Complete a self-study to identify CM activities that may increase or decrease over the next two years, identify training needs and opportunities, and survey CM&nbsp;staff satisfaction (complete).<br> <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Subject Guides ===<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Delete old guides from CMS (by spring break) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br />
<br />
<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br> <br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br> <br />
<br />
Review/get approval/post new Web site privacy/usage policy<br> <br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
Copyright Clearance Center annual license - re-assess cost-benefits in light of likely cost doubling; examine use of license in workflow of EReserve operation &amp; web course pages --&gt;&nbsp;with Circ Services (and MIIS), consider alternative workflows (e.g., Cornell model of all course readings go to course pages, or Grinnell model of postings only on EReserve).&nbsp; Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br> <br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
College Handbook updates<br> <br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote>''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). ''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008) ''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009) ''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009) ''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br></blockquote> <br />
<br> <br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
<br />
Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile<br> <br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services<br><br> ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
1. '''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
<br />
2. '''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
<br />
3. '''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
<br />
4. '''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
<br />
5. '''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
<br />
6. '''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
<br />
7. '''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
<br />
8. '''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
<br />
9. '''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
<br />
10. '''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
<br />
11. '''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
<br />
12. '''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br> <br />
<br />
<br> <br />
<br />
=== Helpdesk ===<br />
<br />
1. '''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct <br />
<br />
Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
<br />
2. '''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
<br />
3. '''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
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4. '''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
<br />
5. '''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
<br />
6. '''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br> <br />
<br />
=== Media Services and Distribution ===<br />
<br />
1. '''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
<br />
2. '''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09<br />
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3. '''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09<br />
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4. '''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09<br />
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5. '''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09<br />
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6. '''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09<br />
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7. '''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09<br />
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8. '''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09<br />
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9. '''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
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10. '''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3228LIS Goals 2008-092008-10-15T18:50:39Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
'''Create divisional faculty advisory groups''' We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
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'''Lead the re-architecting and re-design of the major Middlebury websites''' We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.'' <br />
<br />
'''Revise the organizational structure of LIS''' During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
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'''Create a project directory to improve communication about projects within the organization, and to our constituents''' Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
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'''Create a student advisory group''' Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October. <br />
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'''Space Planning''' In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where. <br />
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<br> <br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Cataloging ===<br />
<br />
Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials<br> <br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Special Collections) (in process)<br> <br />
<br />
Creating linkable maps from MIDCAT records (w/Systems)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Systems)<br> <br />
<br />
Review failed search data from Millennium (i.e., searches retrieving zero hits) periodically to enhance national (where possible) and local level "see" references in MIDCAT.<br> <br />
<br />
Review/create policy for NACO authority record creation<br> <br />
<br />
Review/create policy for PromptCat procedures<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Special Collections) (in process)<br> <br />
<br />
Catalog recent Japanese gift (in process)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Systems)<br> <br />
<br />
Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> <br />
<br />
Review cataloging guidelines for student publications (w/Special Collections)<br> <br />
<br />
=== Acquisitions<br> ===<br />
<br />
Annual workshops/refreshers for liaisons on acquisitions procedures<br> <br />
<br />
Continue shifting existing journal subscriptions to online only, proceeding in publisher groups (in process)<br> <br />
<br />
Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM. Collect necessary information for above from licenses on hand and/or from vendors.<br> <br />
<br />
Revise online forms for acquisitions requests; investigate adding online form for recommending internet sites to catalog and add to MIDCAT (in process)<br> <br />
<br />
Review acquisition guidelines for student publications (w/Special Collections)<br> <br />
<br />
Implement electronic invoicing with Harrassowitz &amp;&nbsp;MLSC<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Collection Development) <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Collection Development)<br> <br />
<br />
=== Preservation &amp;&nbsp;Processing<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/Media Coordinator) (in process)<br> <br />
<br />
Begin a preservation survey for periodicals to withdraw embrittled paper items and find unique items that might be worthy of scanning or otherwise sharing more broadly<br> <br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/Collection Development)<br> <br />
<br />
Review/create policy for proper care and handling of library materials<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/Collection Development) (in process)<br> <br />
<br />
=== Media Resources Development<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/P&amp;P) (in process)<br> <br />
<br />
Investigate preservation reformatting of laserdiscs unavailable on DVD.<br> <br />
<br />
=== Collection Development &amp;&nbsp;ILL<br> ===<br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/P&amp;P)<br> <br />
<br />
Complete formal assessment of our foreign language information resources and make recommendations for the future<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/P&amp;P) (in process)<br> <br />
<br />
Undertake serials review (in process)<br> <br />
<br />
Undertake e-resources review (in process)<br> <br />
<br />
Review gifts policy in conjunction with Advancement (in process)<br> <br />
<br />
Host NExpress conference at Middlebury in Spring 09<br> <br />
<br />
Review approval plan profiles and adjust if needed<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Acquisitions)<br> <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Acquisitions)<br> <br />
<br />
Join Oberlin group Rapid ILL pod (completed?)<br> <br />
<br />
Usability study for NExpress/ILL<br> <br />
<br />
=== Systems<br> ===<br />
<br />
Creating linkable maps from MIDCAT records (w/Cataloging)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Cataloging)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Cataloging)<br> <br />
<br />
=== Special Collections<br> ===<br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Cataloging) (in process)<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Catalogin) (in process)<br> <br />
<br />
Review cataloging and acquisition guidelines for student publications (w/Cataloging &amp;&nbsp;Acquisitions)<br> <br />
<br />
=== General<br> ===<br />
<br />
Complete a self-study to identify CM activities that may increase or decrease over the next two years, identify training needs and opportunities, and survey CM&nbsp;staff satisfaction (complete).<br> <br />
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<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
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=== Subject Guides ===<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Delete old guides from CMS (by spring break) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br />
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<br> <br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br> <br />
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Work with others across LIS and campus in developing information security policies &amp; procedures<br> <br />
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Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br> <br />
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Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br> <br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br> <br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br> <br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br> <br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br> <br />
<br />
Review/get approval/post new Web site privacy/usage policy<br> <br />
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Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br> <br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br> <br />
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Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br> <br />
<br />
College Handbook updates<br> <br />
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Assist with Emergency Response web pages (as requested by Public Safety) <br> <br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote>''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). ''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008) ''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009) ''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009) ''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br></blockquote> <br />
<br> <br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations) <br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
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Assist in the implementation of Xtender and other digitization needs <br />
<br />
Create a plan to migrate legacy data from the AS400 platform <br />
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Assess long-term role of centralized LIS data entry <br />
<br />
Complete work on the Middlebury Information Security Profile<br> <br />
<br />
<br> <br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services<br><br> ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br> <br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br> <br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br> <br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br> <br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br> <br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br> <br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br> <br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br> <br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br> <br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br> <br />
<br />
Extend Fiber channel network to Carr Hall.<br> <br />
<br />
Move EMC CX600 from Voter to Carr.<br> <br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br> <br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br> <br />
<br />
Move Banner development server from Voter to the Library.<br> <br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br> <br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br> <br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br> <br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br> <br />
<br />
Complete implementation of Banner Document Management System.<br> <br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br> <br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br> <br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br> <br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br> <br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br> <br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br> <br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br> <br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br> <br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment. <br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br> <br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br> <br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br> <br />
<br />
Banner v8 Upgrade<br> <br />
<br />
Hyperion v9 Upgrade<br> <br />
<br />
Banner Student Implementation for Monterey<br> <br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br> <br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br> <br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br> <br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br> <br />
<br />
Refinement of Online Room Draw Process <br />
<br />
== '''''User Services<br>''''' ==<br />
<br />
=== Circulation Services ===<br />
<br />
1. '''Goal''': Develop reliable and accurate measurements at circulation service points to document activity and quality of services.<br>''Outcome:'' Able to measure goals/achievements, improvements and effectiveness of services; able to assess services and staffing patterns based on activity; utilize reports and statistics that accurately measure quality and quantity of services; able to provide stats that accurately reflect activity and staffing levels/schedules at all circ service points.<br>''Possible actions:'' review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.<br>''Date:'' June 09<br> <br />
<br />
2. '''Goal:''' Develop regular schedule and content for student training; increase staff supervision skills; increase ability of student workers to work independently utilizing good judgment; formalize and improve consistency of documentation, supervision and training by Circ supervisors; consistent expectations and knowledge base of student workers and supervisors across all branches.<br>''Outcome:'' Reduced rate of staff intervention and monitoring of routine desk activity; increased staff self-confidence by developing supervisory tools and skills; increased customer confidence; as measured by staff assessment.<br>''Possible actions:'' student training meetings; SEO workshop for supervisors; collaborate with SEO on development of student policies; student policies, procedures and expectations on wiki; shared development and access to procedures for supervision; web based toolbox for supporting small group and 1:1 training; review student levels; review student log-in permissions; cross-training and staff rotation program; staff survey.<br>''Date:'' June 09<br> <br />
<br />
3. '''Goal: '''Reduce error rate at check-in/check-out and re-shelving.<br>''Outcome:'' Reduced incidents of claims returned, mis-shelved, and missing materials; eliminate lost/missing parts to equipment kits; increase customer confidence Establish baseline for measuring improvement.<br>''Possible actions:'' training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.<br>''Date:'' Feb 09<br> <br />
<br />
4. '''Goal''': Develop workflow policies/processes and standards for removing personal data from loaner equipment.<br>''Outcome: ''Data removed from equipment before next loan.<br>''Date:'' Feb 09<br> <br />
<br />
5. '''Goal: '''Develop Media Materials Workflow.<br>''Outcome:'' Media collection that is available and in good condition to support screening and classroom, reserve viewing needs. Possible actions: re-label/improve shelving for LD collection; proposal for media replacement/acquisition; system for regular shelf-reading; training; shelf-shifting and labeling; review system for browsing media as collection grows; review repair workflow.<br>''Date:'' Feb 09 <br />
<br />
6. '''Goal:''' Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions<br>''Outcome:'' Circulation services that meet the changing needs of our users; borrower services that utilize new technologies and information trends and respond to user requests/feedback; services that utilize systems efficiencies and web based access<br>''Possible actions:'' notices via mobile devices; self-services; site visits; reading/discussion groups; distribution of equipment pool across branches; improve user documentation on web pages; develop custom hold slips and explore use of receipt printers to reduce paper use; enhance web reserve requests; revise recall policy; explore alternatives to Docutek for electronic reserves; develop/evaluate skills necessary to accommodate shift to digital collections<br>''Date:'' June 09 <br />
<br />
7. '''Goal: '''Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08<br>''Outcome:'' Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community<br>''Possible actions:'' outreach to BLSE/WC offices; add Davison pick-up location for NExpress; develop policies that facilitate efficient workflows and accurate records and effective stewardship of collections<br>''Date:'' April 09<br> <br />
<br />
8. '''Goal:''' Increase opportunity for collaboration and communication with Public Safety<br>''Outcome:'' Foster good working relationship with PS Officers<br>''Possible actions:'' meet with Head of PS; plan a joint workshop with HR; Circ open house<br>''Date:'' March 09<br> <br />
<br />
9. '''Goal:''' Increase use of self-check machine at Main for routine check-out of books<br>''Outcome:'' self-check use increased by 25%<br>''Possible actions:'' signage; location; staff promotion/encouragement<br>''Date:'' June 09<br> <br />
<br />
10. '''Goal:''' Complete major collections shift on upper level at Main<br>''Outcome:'' Space for growth; even distribution of current collection; space for peak return periods<br>''Date:'' June 09 <br />
<br />
11. '''Goal:''' Collaborate of space improvements at all locations<br>''Outcome:'' User spaces that respond to feedback and changing needs<br>''Possible actions:'' Expanded seating and carrel space at Armstrong; improvements at Music; participate in discussions regarding service points at Main; site visits; research other library space solutions; training/workshops on customer services and providing library resources<br>''Date:'' June 09 <br />
<br />
12. '''Goal:''' Create effective schedule of Circ meetings and paths of communication within workgroup<br>''Outcome:'' Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed<br>''Possible Actions:'' Read GTD; HR workshop on communication; blog and wiki workshops<br>''Date:'' March 09 <br> <br />
<br />
<br> <br />
<br />
=== Helpdesk ===<br />
<br />
1. '''Goal''':STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:<br>i. Communications<br>ii. Change Management<br>iii. Process: Call-Center, Walk-in Center, Service Center<br>iv. Role of Student Consultants - including expectations &amp; privileges<br>v. Code of Conduct <br />
<br />
Note: A suggested approach toward achieving this goal is to inventory existing processes, recognize redundancies that do not make sense, seek consolidation of similar tasks, and establish a way to measure our success toward achieving this encompassing goal. <br />
<br />
2. '''Goal: '''SERVICE LEVEL AGREEMENTS (SLAs) should be established between Help Desk Services group and all appropriate LIS counterpart groups. This goal includes the creation and maintenance of a primary contact matrix of key stakeholders within those areas; and posted in a centrally accessible location where the SLAs will reside. <br />
<br />
3. '''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community. <br />
<br />
4. '''Goal:''' EXAMINATION of existing HEAT Case Management System. Determine viability and feasibility of continuing with HEAT versus replacing HEAT with another suitable Case Management System in calendar year 2009. Is this a value-add system based on Help Desk Services requirements? <br />
<br />
5. '''Goal: '''EXAMINATION of existing asset tracking &amp; Inventory system (aka HAT) and determine the risks of a “sunset” product which cannot efficiently work with our Apple equipment. Perform value-add/loss analysis and investigate possible replacement products for calendar year 2009. <br />
<br />
6. '''Goal: '''Create a distribution process to deploy Microsoft Office 2007 (PC) and Microsoft Office 2008 (Mac). Process must take into consideration the following: Help Desk Services Training, End-User Training (internal LIS &amp; external Faculty and Staff), End-User Documentation, and Deployment schedule.<br> <br />
<br />
=== Media Services and Distribution ===<br />
<br />
1. '''Goal: '''Centrally manage and support 50% of smart classrooms.<br>&nbsp;Outcome: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.<br>''&nbsp;Date:'' June 09 <br />
<br />
2. '''Goal:''' Standardize 100% of smart classroom control systems.<br>Outcome:All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>''Date:'' June 09<br />
<br />
3. '''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09<br />
<br />
4. '''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09<br />
<br />
5. '''Goal: '''Offer Classroom Training classes as part of LIS Workshop series.<br>''Outcome:'' Three classes offered. Classroom projection emergencies reduced by 25%<br>''Date:'' January 09<br />
<br />
6. '''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09<br />
<br />
7. '''Goal:''' Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.<br>a. 1 image can be used on all Dell desktops<br>b. 1 image can be used on all Dell laptops<br>c. 1 image can be used on all Apple desktops<br>d. 1 image can be used on all Apple laptops<br>''Date:'' March 09<br />
<br />
8. '''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09<br />
<br />
9. '''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09 <br />
<br />
10. '''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=3222LIS Goals 2008-092008-10-14T21:59:07Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== '''''Administration''''' ==<br />
<br />
'''Create divisional faculty advisory groups''' We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
<br />
'''Lead the re-architecting and re-design of the major Middlebury websites''' We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.'' <br />
<br />
'''Revise the organizational structure of LIS''' During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
<br />
'''Create a project directory to improve communication about projects within the organization, and to our constituents''' Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
<br />
'''Create a student advisory group''' Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October. <br />
<br />
'''Space Planning''' In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where.<br />
<br />
<br />
<br />
== '''''Collection Management''''' ==<br />
<br />
=== Cataloging ===<br />
<br />
Create genre index in MIDCAT, particularly for A/V (in-process)&nbsp;and literary (not started) materials<br> <br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Special Collections) (in process)<br> <br />
<br />
Creating linkable maps from MIDCAT records (w/Systems)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Systems)<br> <br />
<br />
Review failed search data from Millennium (i.e., searches retrieving zero hits) periodically to enhance national (where possible) and local level "see" references in MIDCAT.<br> <br />
<br />
Review/create policy for NACO authority record creation<br> <br />
<br />
Review/create policy for PromptCat procedures<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Special Collections) (in process)<br> <br />
<br />
Catalog recent Japanese gift (in process)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Systems)<br> <br />
<br />
Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records<br> <br />
<br />
Review cataloging guidelines for student publications (w/Special Collections)<br> <br />
<br />
=== Acquisitions<br> ===<br />
<br />
Annual workshops/refreshers for liaisons on acquisitions procedures<br> <br />
<br />
Continue shifting existing journal subscriptions to online only, proceeding in publisher groups (in process)<br> <br />
<br />
Determine what license information for electronic resources should be promulgated to users; develop coding, controlled vocabulary, and access rights for making this available through ERM. Collect necessary information for above from licenses on hand and/or from vendors.<br> <br />
<br />
Revise online forms for acquisitions requests; investigate adding online form for recommending internet sites to catalog and add to MIDCAT (in process)<br> <br />
<br />
Review acquisition guidelines for student publications (w/Special Collections)<br> <br />
<br />
Implement electronic invoicing with Harrassowitz &amp;&nbsp;MLSC<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Collection Development) <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Collection Development)<br> <br />
<br />
=== Preservation &amp;&nbsp;Processing<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/Media Coordinator) (in process)<br> <br />
<br />
Begin a preservation survey for periodicals to withdraw embrittled paper items and find unique items that might be worthy of scanning or otherwise sharing more broadly<br> <br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/Collection Development)<br> <br />
<br />
Review/create policy for proper care and handling of library materials<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/Collection Development) (in process)<br> <br />
<br />
=== Media Resources Development<br> ===<br />
<br />
Examine current practices regarding media preservation and develop consistent best practices and procedures (w/P&amp;P) (in process)<br> <br />
<br />
Investigate preservation reformatting of laserdiscs unavailable on DVD.<br> <br />
<br />
=== Collection Development &amp;&nbsp;ILL<br> ===<br />
<br />
Review/create policy for withdrawl procedures (especially for periodicals) (w/P&amp;P)<br> <br />
<br />
Complete formal assessment of our foreign language information resources and make recommendations for the future<br> <br />
<br />
Remove JSTOR and Project Muse holdings held in print as appropriate (w/P&amp;P) (in process)<br> <br />
<br />
Undertake serials review (in process)<br> <br />
<br />
Undertake e-resources review (in process)<br> <br />
<br />
Review gifts policy in conjunction with Advancement (in process)<br> <br />
<br />
Host NExpress conference at Middlebury in Spring 09<br> <br />
<br />
Review approval plan profiles and adjust if needed<br> <br />
<br />
Develop formal process for reviewing new e-resources, including guidelines for trials (w/Acquisitions)<br> <br />
<br />
Investigate implementation of a formal ILL/acquisitions connection (w/Acquisitions)<br> <br />
<br />
Join Oberlin group Rapid ILL pod (completed?)<br> <br />
<br />
Usability study for NExpress/ILL<br> <br />
<br />
=== Systems<br> ===<br />
<br />
Creating linkable maps from MIDCAT records (w/Cataloging)<br> <br />
<br />
Improve the location labels in MIDCAT to better indicate the actual location of an item within the library (w/Cataloging)<br> <br />
<br />
Revise keyword indexing choices in MIDCAT (w/Cataloging)<br> <br />
<br />
=== Special Collections<br> ===<br />
<br />
Determine which metadata activities should be incorporated into CM and develop guidelines/workflows for cataloging of digital collections (w/Cataloging) (in process)<br> <br />
<br />
Provide access to processed manuscript collections in MIDCAT (w/Catalogin) (in process)<br> <br />
<br />
Review cataloging and acquisition guidelines for student publications (w/Cataloging &amp;&nbsp;Acquisitions)<br> <br />
<br />
=== General<br> ===<br />
<br />
Complete a self-study to identify CM activities that may increase or decrease over the next two years, identify training needs and opportunities, and survey CM&nbsp;staff satisfaction (complete).<br> <br />
<br />
<br> <br />
<br />
== '''''Research &amp; Instruction''''' ==<br />
<br />
=== Subject Guides ===<br />
<br />
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate) <br />
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page] <br />
*Delete old guides from CMS (by spring break) <br />
*Test, implement upgrades and tweeks based on user feedback <br />
*SubjectsPlus plugin for Segue<br />
<br />
<br><br />
<br />
== '''''Special Projects / Policy'''''<br> ==<br />
<br />
=== Policy<br> ===<br />
<br />
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br><br />
<br />
Work with others across LIS and campus in developing information security policies &amp; procedures<br><br />
<br />
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br><br />
<br />
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <br><br />
<br />
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br><br />
<br />
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<br><br />
<br />
Review Gramm-Leach-Bliley procedures with Data Integrity Group, Controllers Office ''et al.''update current policy/practices; review what office/individuals should be responsible for this in future<br><br />
<br />
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br><br />
<br />
Review/get approval/post new Web site privacy/usage policy<br><br />
<br />
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br><br />
<br />
=== Special Projects<br> ===<br />
<br />
Campus web makeover - assist with information gathering/sharing/coordination<br><br />
<br />
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br><br />
<br />
College Handbook updates<br><br />
<br />
Assist with Emergency Response web pages (as requested by Public Safety) <br><br />
<br />
==== Digital Repository Work Group [team]<br> ====<br />
<blockquote><br />
''Faculty support for Open Access/Author Agreements''. Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008).<br />
<br />
''Senior Work Requirement.'' Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008)<br />
<br />
''Archiving Institutional Records.'' Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009)<br />
<br />
''Student Publications''. Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009)<br />
<br />
''Enhance processing of Senior Thesis documents''. Develop drop-box functionality for students; review metadata standards &amp; workflow for collection management staff. (Fall 08-Winter 09) <br><br />
</blockquote><br />
<br><br />
<br />
=== Systems Integration / Effectiveness<br> ===<br />
<br />
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations)<br />
<br />
Create Phoenix Project Phase 3 project charter – create and implement MCP plans <br />
<br />
Assist in the implementation of Xtender and other digitization needs<br />
<br />
Create a plan to migrate legacy data from the AS400 platform<br />
<br />
Assess long-term role of centralized LIS data entry<br />
<br />
Complete work on the Middlebury Information Security Profile<br><br />
<br />
<br><br />
<br />
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==<br />
<br />
=== Telephone Services<br><br> ===<br />
<br />
Manage on-going database maintenance and training for the AlertFind emergency notification system and oversee periodic testing of the system to ensure that the College will be ready when a true emergency occurs.<br><br />
<br />
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br><br />
<br />
Replace campus voice mail system that is at the end of its support life. This is an opportunity to re-visit the practice of provisioning students with basic voice mail service.<br><br />
<br />
Work with LIS management to craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan. Consideration will be made of student, faculty and staff voice preferences, unified communications, IP telephony, wireless voice, reliable 911 provisioning, and more efficient management of central switchboard telephone queries by investigating options such as a speech-driven campus directory.<br><br />
<br />
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <br><br />
<br />
Work with telephone system vendor and Facilities Services staff to further decrease telephone system vulnerability during long-term power outages by reconfiguring the fiber ring so that satellite nodes with generators are not adversely affected by those without generators. Continue with the practice of more frequent battery testing to maintain two to four hour uptime of the entire system in the event of a power outage.<br><br />
<br />
Continue to work with the Controller’s office on cell phone policy changes that address personal use tax issues in addition to adding more oversight on department-paid for cellular usage. <br><br />
<br />
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br><br />
<br />
=== Central Servers and Labs<br> ===<br />
<br />
Install new 911 System (completed)<br><br />
<br />
Add 28 TB of storage to the Library and Voter SANs<br><br />
<br />
Extend Fiber channel network to Carr Hall.<br><br />
<br />
Move EMC CX600 from Voter to Carr.<br><br />
<br />
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br><br />
<br />
Roll out Thin Client Pilot Project to selected areas.<br><br />
<br />
Move Banner development server from Voter to the Library.<br><br />
<br />
Procure and install monitored UPS’s for building wiring closets.<br><br />
<br />
Implement DNS and DHCP redundant/clustered solution.<br><br />
<br />
Upgrade Netware servers to OES2 Linux kernel.<br><br />
<br />
=== Administrative Systems<br> ===<br />
<br />
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases.<br />
<br />
Complete Banner 8 upgrades and all required upgrades to Oracle databases and infrastructure needed to support Banner 8, including database character set conversion and AIX server upgrades.<br><br />
<br />
Complete implementation of Banner Document Management System.<br><br />
<br />
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br><br />
<br />
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br><br />
<br />
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br><br />
<br />
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br><br />
<br />
Provide assistance to Human Resources in the development of electronic Employee Personnel Forms (EPAFS) to provide efficient and accurate data entry of employee and job data in Banner.<br><br />
<br />
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br><br />
<br />
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br><br />
<br />
Continue development of data standards to ensure data integrity in all systems, including the development of a method to enable stewardship of address type codes and to prevent addresses for students and employees from being improperly changed or deleted.<br><br />
<br />
Complete cross training to provide primary backup for Banner patches and upgrades, management of Banner and Oracle security requests, promoting changes to Production database, and maintaining Banner environment.<br />
<br />
=== DAS Goals &amp; Objectives<br> ===<br />
<br />
Replace Microsoft Content Management Server<br><br />
<br />
Global Visual Web Redesign for www.Middlebury.edu<br><br />
<br />
Global Visual Web Redesign for www.MIIS.edu <br><br />
<br />
Banner v8 Upgrade<br><br />
<br />
Hyperion v9 Upgrade<br><br />
<br />
Banner Student Implementation for Monterey<br><br />
<br />
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br><br />
<br />
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br><br />
<br />
Re-negotiate Hyperion Professional Services Contract with Velaris<br><br />
<br />
Ongoing Development of Banner/List Manager Web Interface<br><br />
<br />
Refinement of Online Room Draw Process<br />
<br />
<br></div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=2634LIS Goals 2008-092008-09-17T20:03:17Z<p>Jeffrey Rehbach: </p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== Administration ==<br />
<br />
'''Create divisional faculty advisory groups''' <br />
We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
<br />
'''Lead the re-architecting and re-design of the major Middlebury websites'''<br />
We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.''<br />
<br />
'''Revise the organizational structure of LIS'''<br />
During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
<br />
'''Create a project directory to improve communication about projects within the organization, and to our constituents'''<br />
Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
<br />
'''Create a student advisory group'''<br />
Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October.<br />
<br />
'''Space Planning''' <br />
In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where.<br />
<br />
<br />
== Institutional Repository Working Group [team] ==<br />
<br />
'''Faculty support for Open Access/Author Agreements'''<br />
Draft statement (outline advantages/any disadvantages) of College supporting concept of Open Access and encouraging faculty authors to negotiate rights to works they submit for publication. Present to MDR for forwarding to provost.(September/October 2008). <br />
<br />
'''Senior Work Requirement'''<br />
Assess ramifications of new senior work requirement: types of projects, assess value/impact of extending current Senior Thesis Archive to include such work (may be in multiple formats); will faculty and students want this work archived?; should there be 'review' mechanisms for such work?; what is best way/system to host this work (Fall 2008)<br />
<br />
'''Archiving Institutional Records'''<br />
Amend/extend current policy for archiving paper records of the College that includes digital documents, email, etc. Get institutional sign-off, so LIS/Archives can send revised policy/procedures can be distributed to campus. Use LIS e-docs as a model for others on campus. (Winter 2009)<br />
<br />
'''Student Publications'''<br />
Focus new effort on getting online archives of recent student literary/arts magazines and other publications. Assess scanning options for publications not online; format of InDesign/PDF docs for usability. (Winter-Spring 2009)<br />
<br />
'''Enhance processing of Senior Thesis documents'''<br />
Develop ''drop-box'' functionality for students; review metadata standards & workflow for collection management staff. (Fall 08-Winter 09)</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=LIS_Goals_2008-09&diff=2587LIS Goals 2008-092008-09-10T19:50:15Z<p>Jeffrey Rehbach: websites: involvve MIIS</p>
<hr />
<div>This is a page for storing goals for LIS for 2008-09. <br />
<br />
== Administration ==<br />
<br />
'''Create divisional faculty advisory groups''' <br />
We are working with academic departments and programs to establish divisional advisory groups to improve communication, coordination of effort, and planning. These will begin meeting in the Fall of 2008. <br />
<br />
'''Lead the re-architecting and re-design of the major Middlebury websites'''<br />
We will work with students, faculty, and staff from across the College to re-do the College's web presence. This will include a new information architecture, a new software platform, and an increased attention to the inclusion of rich media, and of community-building tools. We will begin this work in the Fall of 2008, with a deadline of having a plan in place for the next academic year. ''Include MIIS community in this effort; note that MIIS site will likely need re-design in place for Fall 2009 to reflect their changing environment.''<br />
<br />
'''Revise the organizational structure of LIS'''<br />
During the fall of 2008, we will be undertaking a series of activities to examine the organization of LIS, with the intent of re-aligning the major areas of this division to ensure that the organization is structured effectively to support the work that we do. This will include planning for the creation of cross-functional teams. <br />
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'''Create a project directory to improve communication about projects within the organization, and to our constituents'''<br />
Develop a directory that will contain all present, planned, and possible LIS projects as a means of understanding what our commitments are, resource and budget planning, and communicating with our partners on projects. We'll launch this in the Fall of 2008 with a goal of having it populated by January 2009. <br />
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'''Create a student advisory group'''<br />
Work with various offices on campus to identify students interested in participating in on-going dialogues about LIS services as a means both of receiving feedback, and for planning for new or revised services. We'll begin recruitment in the Fall of 2008, with the goal of beginning meetings by mid-October.<br />
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'''Space Planning''' <br />
In the past we've discussed the possibility of a comprehensive review of how space is utilized in the Main Library. This includes staff office spaces, but moves beyond that in terms of considering how each floor and area of the library is utilized and how much space should be collections, study space, etc., and where.</div>Jeffrey Rehbachhttps://mediawiki.middlebury.edu/LIS/index.php?title=Liaison_social_media_directory&diff=647Liaison social media directory2007-12-02T08:35:56Z<p>Jeffrey Rehbach: </p>
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<div>== Joe Antonioli ==<br />
* del.icio.us: [http://del.icio.us/vocalvt vocalvt]<br />
* AIM: vocalvt<br />
*SecondLife: Kiyup Ingraham<br />
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== Bryan Carson ==<br />
* del.icio.us: [http://del.icio.us/bcarson bcarson]<br />
* Yahoo IM: bryanatmidd<br />
* AIM: BryanPCarson<br />
* Librarything: [http://www.librarything.com/profile/bcarson2007 bcarson2007]<br />
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== Alex Chapin ==<br />
* del.icio.us: [http://del.icio.us/marpa marpa]<br />
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== Adam Franco ==<br />
* del.icio.us: [http://del.icio.us/otterfall otterfall]<br />
* AIM: adamfranco<br />
* YahooIM: adamstewartfranco<br />
* GoogleTalk: adamfranco@gmail.com<br />
* Skype: adamfranco<br />
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== Richard Jenkins ==<br />
* AIM: richardatmidd<br />
* del.icio.us: [http://del.icio.us/rdjvt1 rdjvt1]<br />
* SecondLife: random barthelmess<br />
* Yahoo IM: vtreader2<br />
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== Mike Lynch ==<br />
* del.icio.us: [http://del.icio.us/lynchvt lynchvt]<br />
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== Carrie Macfarlane ==<br />
* del.icio.us: [http://del.icio.us/carriemacstar carriemacstar]<br />
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== Reference Desk ==<br />
* del.icio.us: [http://del.icio.us/middrefdesk middrefdesk]<br />
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== Jeff Rehbach ==<br />
* del.icio.us: [http://del.icio.us/jrehbach jrehbach]<br />
* Yahoo IM: jrehbach<br />
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== Jean Simmons ==<br />
* del.icio.us: [http://del.icio.us/jws jws]<br />
* AIM: JeanAtMidd<br />
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== Joe Toth ==<br />
* del.icio.us: [http://del.icio.us/jjtothjr jjtothjr]<br />
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== Judy Watts ==<br />
* del.icio.us: [http://del.icio.us/judywatts judywatts]<br />
* SecondLife: Cael Cadfael<br />
* Yahoo IM: judy4midd</div>Jeffrey Rehbach