Middlebury

Difference between revisions of "LIS Goals 2008-09"

 
(179 intermediate revisions by 16 users not shown)
Line 3: Line 3:
 
== '''''Administration'''''  ==
 
== '''''Administration'''''  ==
  
==== '''Goal: Create divisional faculty advisory groups in order to increase communication between LIS and faculty'''  ====
+
=== Administrative Efficiency  ===
 +
 
 +
==== Lead the re-architecting and re-design of the major Middlebury websites  ====
 +
 
 +
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.
 +
 
 +
Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.<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>
 +
 
 +
Date: Project kicked off in October 2008, and to complete Phase One by August 2009<br>
 +
 
 +
More information can be found at [http://blogs.middlebury.edu/webredo/ http://blogs.middlebury.edu/webredo/]<br>
 +
 
 +
=== Facilities/Space  ===
 +
 
 +
==== '''Comprehensive review of how space is utilized in the Main Library'''  ====
 +
 
 +
''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.
 +
 
 +
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br>
 +
 
 +
''Date:''June 09
 +
 
 +
=== Communication  ===
 +
 
 +
==== '''Create divisional faculty advisory groups in order to increase communication between LIS and faculty'''  ====
  
 
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br>
 
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.<br>
Line 13: Line 39:
 
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>
 
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>''' ===
+
=== Internal Efficiency<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. ====
 +
 
 +
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>
 +
 
 +
Outcome: A new organizational strucuture for LIS.<br>
  
==== Goal: Lead the re-architecting and re-design of the major Middlebury websites ====
+
People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups. <br>
  
Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.
+
Date: Project kicked off in September 2008, and to complete by January 2009.<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.
+
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>
  
People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees.
+
==== '''Create a project directory to improve communication about projects within the organization, and to our constituents'''  ====
  
Date: Groups to begin meeting in December 2008.
+
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>
  
More information can be found at http://docs.google.com/Doc?id=df2dswdk_55698frj7c4<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.
 +
 
 +
People/Areas Involved: All of LIS.<br>
 +
 
 +
Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring<br>
  
 
<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.''  
+
==== '''Create a student advisory group''' ====
  
=== '''Revise the organizational structure of LIS'''  ===
+
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>
  
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.  
+
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>
  
=== '''Create a project directory to improve communication about projects within the organization, and to our constituents'''  ===
+
People/Areas Involved: SGA, other students, LIS<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.  
+
Date: recruit in the fall, with goal of first meeting in early December 2008.<br>
  
=== '''Create a student advisory group'''  ===
+
== '''''Collection Management'''''  ==
  
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.
+
=== Academic Resources (Access; Collections)  ===
  
=== '''Space Planning''' ===
+
==== '''Improve search and discovery functions in MIDCAT'''<br> ====
  
1. ''Goal: ''Comprehensive review of how space is utilized in the Main Library, including staff office spaces and how much of each floor and area of the library should be collections, study space, etc.
+
''Actions: ''<br>
  
''Possible Actions: ''form a study group of stakeholders to draft and review various options, solicit input from students and faculty, develop achievable scenarios
+
a) Improve labeling of locations in MIDCAT to make it clearer where the items are. Along with this, improve signage in the library so catalog locations and physical locations are more easily matched. Work with Joe Antonioli on the creation of linkable location maps from MIDCAT.<br>b) Create policies and procedures for making the genre index more ‘robust.’<br>c) Review failed search data to enhance see references in MIDCAT.<br>''Outcome:'' An improved access tool, allowing users to more easily find appropriate resources, both within the catalog and physically in the library
  
''Outcome: ''a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing<br>  
+
''People/Groups involved:'' '''''Cataloging; Library Systems'''''<br>
  
''Date:&nbsp;''June 09
+
''Deadline'': June 09<br>
  
== '''''Collection Management'''''  ==
+
==== Increase holdings in Japanese and improve access to the Japanese Collection<br> ====
 +
 
 +
''Actions: ''<br>
 +
 
 +
a) Catalog and process the two recent gifts of Japanese-language materials, which will increase our holdings in Japanese by approximately 50%.<br>b) Reclass the Japanese Collection materials from an antiquated non-standard system into LC, the scheme used for almost all of the Middlebury collections.<br>c) Add parallel Japanese character fields to the Romanized fields in the records. This can mostly be done by overlaying the records in MIDCAT with their counterparts in OCLC that do have character fields. For the few remaining, our Japanese student assistant will type in the characters.
 +
 
 +
''Outcomes'':<br>A significantly larger and more accessible collection of Japanese materials to support the curriculum.<br>''People/Groups involved'': '''''Cataloging'''''<br>''Deadline'': June 09<br>
 +
 
 +
==== Improve and/or provide access to processed manuscript collections held by Special Collections, as well as to other unique collections held by the libraries (e.g. Flanders Ballad Collection field recordings, News Bureau Photographs)<br> ====
 +
 
 +
''Actions: ''<br>
 +
 
 +
a) establish workflows for creation of metadata record in ContentDM for online finding aids; creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); uploading images and batch metadata (via spreadsheet) to ContentDM<br>b) install ContentDM acquisition stations for catalogers as needed<br>c) upload data and complete Phases 1 &amp; 2 of MiddHistory Online project<br>d) begin cataloging News Bureau Photographs<br>e) create documentation for metadata creation<br>f) work with other areas (e.g. interns) to develop the functionality of CONTENTdm, especially portals to the collections &amp; improving subject and author indexing<br>g) pursue funding sources for digitization projects (esp. for Flanders field recordings, once copyright/IP issues have been resolved)
 +
 
 +
''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>
 +
 
 +
''People/Groups involved:'' '''''Cataloging; Special Collections'''''<br>
 +
 
 +
''Deadline:'' June 09<br>
 +
 
 +
==== With selectors and liaisons, define what it means to be a "digital library"  ====
 +
 
 +
''Actions'':<br>
 +
 
 +
a) identify material or classes of material that we should continue or begin collecting in digital form: journal subscriptions, e-books, local digitization efforts, free web sites, etc.<br>b) develop guidelines for database trials and for reviewing new e-resources<br>c) identify and where possible purchase resources that may be especially appropriate to support curricula at remote Middlebury College locations (Mills, schools abroad, etc.)
 +
 
 +
''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; improved access to resources for off-site (i.e., non-Vermont) library users<br>
 +
 
 +
''People/Groups involved:'' '''''Collection Development; Special Collections; Catalogoing; Acquisitions; Selectors; Liaisons'''''<br>
 +
 
 +
''Date'': June 09<br>
 +
 
 +
==== Standardize procedures for cataloging and access to record groups within the Archives<br> ====
 +
 
 +
''Actions:''<br>a) educate staff (both in Collection Management and elsewhere) as needed about Special Collections collecting policies in College Archives<br>b) develop workflow to insure timely cataloging of newly acquired items in Archives<br>''Outcomes:'' Easy and appropriate access to student publications; clear guidelines for dealing with same.<br>''People/Groups involved:'' Special Collections; Cataloging<br>''Date:'' June 09
 +
 
 +
==== Investigate Instituting Direct Purchasing by ILL as a Collection Development Tool ====
 +
 
 +
''Actions:'' Review models in use at other schools; examine billing and invoicing requirements; develop tentative guidelines and procedures; and perform a trial run.
 +
 
 +
''Outcomes:'' Assess results of trial and decide whether or not to implement practice.<br>
 +
 
 +
''People/Groups involved: '''ILL; Coll. Dev.; Acq.'''''<br>
 +
 
 +
''Date:'' June 09<br><br>
  
 
=== Facilities/Space  ===
 
=== Facilities/Space  ===
  
''1. Goal'':&nbsp;Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes)&nbsp;as appropriate '''''(Copy Cataloging; Collection Development)'''''<br>
+
==== Initiate or complete weeding/withdrawal projects currently underway<br> ====
 +
 
 +
''Actions:''<br>a) Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes) as appropriate<br>b) Withdraw ca. 14,000 LPs stored in Special Collections<br>c) Move ca. 1,000 laser discs from Circulation Desk to Special Collections storage<br>d) Implement OCLC electronic holdings service<br>''Outcome: ''Reclamation of shelf space in stacks, Special Collections, Circulation areas; vols. are disposed of in as environmentally conscious manner as possible; e-holdings visible in WorldCat reducing ILL requests for items we already have access to<br>''People/Groups involved: <span style="font-weight: bold">Copy Cataloging; Special Collections; Music Library; Media Resources Coordinator; FMMC faculty; Serials; Stacks Mainenance</span>''''<br>'''''<b>Date: ''June 09''</b>
 +
 
 +
==== '''Create a plan to make the growing number of A/V materials held by Special Collections more accessible'''<br> ====
 +
 
 +
''Actions:''<br>a) Identify equipment needs, along with appropriate physical spaces within Special Collections or nearby where equipment could be housed<br>b) Identify A/V materials that might be made more accessible through digitization<br>c) Estimate costs<br>Outcome: Detailed proposal/plan for purchasing and housing needed equipment, leading ultimately to easier access to A/V materials held by Special Collections
 +
 
 +
''People/Groups involved: '''''<i>Special Collections; Music Library; Media Resources Coordinator; Building Facililtices Coordinator</i>'''
 +
 
 +
''Date: ''June 09<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>
+
=== Consortial  ===
  
''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>
+
==== Review/create policy for NACO authority record creation  ====
  
&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>
+
''Actions: ''<br>a) Create documentation to provide guidance for catalogers for establishing headings in the national authority file (NAF)<br>b) Refresher training for catalogers<br>''Outcome'': Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same.<br>''People/Groups involved'': '''''Cataloging; Area Director'''''<br>''Date'': June 09
  
''Outcome:&nbsp;''reclamation of shelve space in Spec. Collections<br>
+
==== Host NExpress conference at Middlebury<br> ====
 +
 
 +
''Actions: ''<br>a) Get buy-in/committment from NExpress directors to allow staff to attend.<br>b) Develop date &amp; agendas<br>c) Reserve meeting spaces, meeting logisitics,etc.<br>''Outcome'': Successful NExpress conference held at Middlebury<br>''People/Groups involved'': '''''ILL, Collection Development, Area Director; Circulation, Cataloging, Acquisitions'''''<br>''Date'': Spring 09
  
 
=== Internal Efficiency  ===
 
=== Internal Efficiency  ===
  
1. ''Goal'': Review and revise internal procedures  
+
==== Review and revise internal acquistions procedures<br> ====
 +
 
 +
''Actions:''<br>
 +
 
 +
a) Review workflow for ordering requests from printed catalogs<br>b) Revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey)<br>c) identify appropriate balance spending between one-time &amp; continuing purchases <br>''Outcomes:''<br>a) More efficient ordering of materials from printed catalogs; clear understanding among selectors as to the information acquisitions needs to efficiently place orders<br>b) Easier to use online form<br>''People/Groups involved:'' '''''Acquisitions; Collection Development'''''<br>''Date: ''June 09
 +
 
 +
==== Continue to add primary vendors to electronic ordering and invoicing process <br> ====
 +
 
 +
''Actions:''<br>a) Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz &amp; MLSC firm orders;<br>b) Create documentation for OCLC Cataloging Partners procedures<br>''Outcome:'' Improved ease of ordering from these vendors<br>''People/Groups involved: '''Acquisitions; Cataloging'''''<br>''Date:'' June 09
 +
 
 +
==== Implement III ERM module<br> ====
 +
 
 +
''Actions:''<br>a) Determine what license information for electronic resources should be promulgated to users<br>b) Develop coding, controlled vocabulary, and access rights for making this available through ERM<br>c) Collect necessary information for above from licenses on hand and/or from vendors<br>d) Investigate and implement fuller uses of Resource and Contact records<br>e) Investigate links to order records and statistics <br>''Outcome: ''Functioning ERM module populated with accurate and up-to-date information about our electronic resources.<br>People/Groups involved: '''''Acquistions, Library Systems'''''<i><br></i>Date: June 09
 +
 
 +
=== Planning and Assessment  ===
 +
 
 +
==== '''Preservation assessment<br>''' ====
 +
 
 +
''Actions: ''<br>a) Review current practices regarding media preservation<br>b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items in tandem with JSTOR periodical withdrawal project<br>''Outcomes:''<br>a) Consistent best practices and procedures for media preservation<br>b) Identification of embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning<br>''People/Groups involved:'' '''''P&amp;P; Media Resources Development Coordinator'''''<br>''Date: ''June 09
 +
 
 +
==== Gather Collection Development Assessment Tools''<br>'' ====
 +
 
 +
''Actions: ''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). Identify (and refine) standard reports needed to make colection assessment comprehensive and routine.<br>
 +
 
 +
''Outcomes:'' Create an action plan for collection assessment (that may rely on new tools) and develop a (rudimentary) dashboard/clearinghouse in which access to statistics of all kinds is established. <br>
 +
 
 +
''People/Groups involved: &lt;span style="font-weight: bold;" /&gt;''Collection Development (acquisitions and systems are welcome)''<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>
+
''Date: ''June 09<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>
+
==== Usability study for NExpress/ILL<br> ====
  
''Date'': June 09
+
''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>2. ''Goal'': Continue to add primary vendors to electronic ordering and invoicing process '''''(Acq; Cataloging)'''''<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>
  
''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
+
''People/Groups involved: '''''ILL, Reference and Instruction'''''<br>''
  
''Outcome'': Improved ease of ordering from these vendors
+
''Date:&nbsp;''June 09
  
''Date'': June 09<br><br>
+
==== Determine appropriate level of 3rd-party processing (e.g., authority control)&nbsp;for bulk-loaded MARC records (e.g. U.S. Serials set)<br> ====
  
3. ''Goal:&nbsp;''Implement III&nbsp;ERM module '''''(Acq; Systems)'''''<br>
+
''Actions:''<br>a) Review of the costs of processing vs. assumed/actual benefits of processing<br>b) Investigation of acceptable alternatives to full processing, including benefits/risks<br>c) Specific determination on appropriate next-steps for U.S. Serials Set<br>''Outcomes: ''Determination of the appropriate level of processing for bulk-loaded collections; appropriate monies budgeted for necessary processing (i.e., either full or acceptable alternative) at time of purchase; closure on appropriate disposition of U.S. Serials Set records<br>''People/Groups involved:'' primarily '''''Acquisitions; Cataloging; Collection Development; Library Systems'''''<br>''Date: ''June 09
  
''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>
+
=== Staff and Organizational Development<br> ===
  
''Outcome:''&nbsp;Functioning ERM&nbsp;module populated with accurate and up-to-date information about our electronic resources.<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> ====
  
''Date:''&nbsp;???
+
''Possible Actions:''<br>a) Institute a series of workshops, etc., dedicated to this; develop a schedule; invite speakers; set topics; solicit feedback<br>b) encourage staff to develop professional skills by attending workshops, classes, and conferences whenever budgetarily feasible;<br>c) share interesting conference report with CM 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<br>d) develop staff expertise with Segue, Concerto, CMS<br>''Outcomes: ''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>''People/Groups involved: '''''<i>entire area; Area Director; others in LIS; off-campus presenters</i>'''<br>''Date: ''June 09
  
=== Administrative Efficiency ===
+
== '''''Research and Instruction'''''  ==
 +
 
 +
=== Academic Resources  ===
 +
 
 +
==== Establish a prominent, consistent, reliable, welcoming, and efficient reference/research librarian presence available to Middlebury community members on campus and from remote locations.  ====
 +
 
 +
''Actions:''<br>
 +
 
 +
*Install and test the Williams Reference Blog software to help record and manage inquiries, collect statistics, and establish a knowledge/training base. <br>
 +
*Continue to investigate and test other software and communication applications to support Reference.<br>
 +
*Participate in marketing activities to channel inquiries to Reference.<br>
 +
*Use blog data to help determine staffing patterns for Reference
 +
*Investigate options for creating optimum space &amp; service--user study groups, student tutor training, CTLR model
 +
*Improve current space and service through easy-to-implement actions, such as better signage, IM, etc.
 +
*Plan a space and service that will be flexible, adaptable, and evolving.
 +
 
 +
''Outcome:''<br>
 +
 
 +
*Library users will be able – and know how – to get reference/research help when they need it. <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.
 +
 
 +
[https://mediawiki.middlebury.edu/wiki/LIS/Image:Reference_as_Place.doc ''Document'']This document gives details and illustrations of possible enhanced reference models.<br>
 +
 
 +
''People/Area Involved:'' Research and Instruction; Operations, to include Main, Music, and Armstrong Service Points.
 +
 
 +
''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.
 +
 
 +
==== Improve visibility and access to online academic library resources  ====
 +
 
 +
[https://mediawiki.middlebury.edu/wiki/LIS/Talk:LIS_Goals_2008-09 Status Report in Discussion (log in to see tab)]<br>
 +
 
 +
''Actions:''<br>
 +
 
 +
*Continue and complete online migration of Subject Guides to SubjectsPlus or Segue.<br>
 +
*Employ and exploit functionality of Subjects Plus.<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>
 +
*Develop “Resources for Presenters” guide for Spring Symposium.
 +
 
 +
''Outcome:'' Library users are able to find their way to resources they need on their own via the LIS web pages.
 +
 
 +
''People/Area Involved:'' LIS Librarians, web committee(s); Joe A and Mack R.
 +
 
 +
''Date:'' Subject guide migration completed by start of 2009-2010 academic year; Spring Symposium guide in place by March.
 +
 
 +
==== Improve the Reference Collection  ====
 +
 
 +
''Actions:''
 +
 
 +
*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>
 +
*Identify gaps and redundancies; continue the weeding project; move from print to digital formats where possible; consider how to treat the Ready Reference Collection.
 +
 
 +
''Outcome: ''Smaller, more effective Reference Collection requiring less space.
 +
 
 +
''People/Area Involved: ''LIS Librarians; LIS facilities and space review efforts.
 +
 
 +
''Date: ''Draft collection policy by December 1, 2008, agreement of Reference Librarians by February 15, 2008, and weeding completed by May 2, 2008.<br>
 +
 
 +
=== Facilities/Space  ===
 +
 
 +
==== Study use of space on Main floor of Library to gain functionality ====
 +
 
 +
''Actions:''
  
=== Compliance  ===
+
*Ask library users what they would like to see. <br>
 +
*Poll Main Floor staff for suggestions. <br>
 +
*Observe and document use of spaces. <br>
 +
*Consider actions that would recover space and redefine functions.
  
=== Assessment  ===
+
''Outcome: ''Refreshed, revitalized, efficient use of space.
  
1. ''Goal:&nbsp;''Preservation assessment<br>
+
''People/Area involved:'' Joseph Watson; Research &amp; Instruction; CTLR; Operations to include Service Points.
  
''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>
+
''Date:'' Study and polling completed by June 2009
  
''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>
+
==== Wilson Media Lab placed on the equipment update cycle  ====
  
''Date:'' June 09<br>
+
''Actions: Identify what needs to happen and who needs to be involved.''  
  
<br>
+
''Outcome:'' Predictable updates to Lab equipment will occur with planning and preparation.
  
2. ''Goal:''&nbsp;Collection Development assessment '''''(Coll&nbsp;Dev)'''''<br>
+
''People/Area Involved:'' Research and Instruction; Media Services; Operations; Systems &amp; Information
  
''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>  
+
''Date:'' January 1, 2009<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>
+
=== Communication  ===
  
''Date:&nbsp;''???<br>
+
==== With others in LIS, study and strengthen LIS efforts to market LIS resources and services in new ways  ====
  
<br>
+
''Actions:''
  
3. ''Goal:&nbsp;'' Usability study for NExpress/ILL '''''(ILL)'''''<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>
 +
*Form a study group to try and test new marketing ideas.
  
''Possible Actions:&nbsp;''Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.<br>
+
''Outcome:'' Students learn of LIS resources and services at the point that they need them and can put them to use.  
  
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>
+
''People/Area Involved:'' Research and Instruction and all in LIS who are interested.
  
''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>  
+
''Date:'' Group reads and studies during January Term 2009; applications of marketing and assessment techniques ongoing.<br>
  
''Date:&nbsp;''???<br>
+
=== Education  ===
<br>
 
4. ''Goal'':&nbsp;Undertake a cost/benefit analysis of 3rd party processing (e.g. authority control) of bulk-loaded MARC records '''''(Cataloging)'''''<br>
 
  
''Possible Actions:&nbsp;''Review of literature regarding the utility of authority records in the library catalog???<br>
+
==== Revise and refresh the model of the Liaison Program to Faculty  ====
  
''Outcomes:&nbsp;''???<br>
+
''Actions:''  
  
''Date:&nbsp;''???
+
*Establish a working leadership model for the Liaison Program, populate it, and staff it.<br>
 +
*Meet with LIS Liaisons to convey structure and responsibilities.
  
=== Access to Academic Resources  ===
+
''Outcome:'' Improved communication with faculty via a single Liaison serving as the contact point to Academic departments.
  
''1. Goal'':&nbsp;Improve search and discovery functions in MIDCAT '''''(Cataloging/Library Systems)'''''<br>
+
''People/Area Involved:'' LIS Liaisons, M. Roy, Office of the Provost; Faculty, All of LIS
  
''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
+
''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.
  
''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>
+
==== Define and Manage LIS instructional efforts for students and faculty  ====
  
''Deadline'': June 09
+
''Actions:'' Identify and map the instruction LIS provides on an ongoing basis in order to better apportion support for:  
  
<br>
+
*Curricular media assignments<br>
 +
*Discipline and Course-specific Library resources<br>
 +
*Refworks<br>
 +
*Google Earth<br>
 +
*Photoshop<br>
 +
*Email<br>
 +
*Core Software
 +
*and many more . . .
  
''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>
+
''Outcome:''  
  
''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>
+
*A clearer picture of how LIS teaching resources are being applied. <br>
 +
*A path to suggest how we might better ‘teach the teachers”. <br>
 +
*Clearer ways to support and supplement these efforts. <br>
 +
*A list to use to consider alternative methods of instruction, e.g., online videos. <br>
 +
*A list to use when talking with faculty about how LIS might support their efforts.
  
''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>
+
''People/Area Involved:'' Anyone in LIS who offers instruction, CTLR
  
''Deadline:&nbsp;''June 09
+
''Date:'' June 30 and ongoing.<br>
  
<br>
+
=== Staff and Organization Development  ===
  
&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)'''''
+
==== With others in LIS, develop a plan to provide comprehensive, consistent, ongoing training for staff and students at service points.  ====
  
''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>
+
''Actions:''  
  
''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>
+
*Review with Service Point Managers and personnel how training is done, what is taught, what is expected.<br>
 +
*Collaborate with Service Point Managers to define a program for ongoing training and updates.<br>
 +
*Set up Refblog or another application for service point staff to find answers and help answering a basic set of questions.<br>
 +
*Offer training in research resources and interview techniques to service point staff.
  
''Date'':&nbsp;???<br>
+
''Outcome:''  
  
<br>
+
*Better service to Library users who receive help quickly.<br>
 +
*Consistent level of service across the organization.
  
4. ''Goal: ''Determine appropriate level of access to student publications and develop procedures and policies as needed '''''(Spec Coll; Cataloging)'''''<br>
+
''People/Area Involved:'' Research &amp; Instruction, Operations, Public Service Points in LIS
  
''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.  
+
''Date:'' March 15, plan written.  
  
''Outcomes: ''Easy and appropriate access to student publications; clear guidelines for dealing with same.
+
==== 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  ====
  
''Date:&nbsp;''???<br><br>
+
''Actions:''  
  
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)'''''
+
*Review programs at other libraries using students to augment professional staff.<br>
 +
*Conduct literature review.<br>
 +
*Review successful local models, e.g., CTLR and DMT programs.
  
''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>
+
''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.  
  
''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/Area Involved:'' Reference Librarians.  
  
Date:&nbsp;June 09
+
''Date:'' February 1, plan written and ready to test.
  
 
<br>
 
<br>
  
=== Infrastructure<br> ===
+
== '''''Special Projects / Policy'''''<br> ==
  
 
=== Education<br> ===
 
=== Education<br> ===
 +
 +
==== Faculty awareness of Open Access/Author Agreements  ====
 +
 +
''Actions:'' draft a resolution for faculty to consider that asserts their rights to control access to their works
 +
 +
''Outcomes:'' Public statement of faculty support of open access to scholarly works
 +
 +
''People/Groups:'' IR&nbsp;Working Group; Dean of LIS; faculty council/faculty
 +
 +
''Date:''&nbsp;Fall 2009<br>
 +
 +
==== Develop campus Copyright web site to centralize links to campus policies and external resources  ====
 +
 +
''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
 +
 +
''Outcomes:'' Easy-to-find and use site
 +
 +
''People/Groups: ''Policy Advisor; Reference &amp; Instruction; User Services
 +
 +
''Date:'' January 2009
 +
 +
=== Administrative Efficiency<br> ===
 +
 +
==== Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors<br> ====
 +
 +
''Action:''&nbsp;Draft patent policies; consult with Academic adminstration<br>
 +
 +
''Outcomes:'' IP&nbsp;and Patent policies are formally approved and posted online in Handbook<br>
 +
 +
''People/Groups: ''LIS&nbsp;Policy Advisor; Acad.&nbsp;Admin; legal counsel<br>
 +
 +
''Date:&nbsp;December 2008''<br>
 +
 +
==== Complete Mission Continuity Planning (Phoenix Project)<br> ====
 +
 +
''Actions:&nbsp;''Complete&nbsp; Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans
 +
 +
''Outcome:'' Clearly articulated priorities for actions to take by LIS &amp; key units across campus in event of disasters <br>
 +
 +
''People/Groups:&nbsp;''Systems Integration/Effectiveness; staff across campus; administration<br>
 +
 +
''Date:&nbsp;''June 2009<br>
 +
 +
==== Provide efficient online storage and access to current and legacy College business records<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>
 +
 +
''Outcomes:&nbsp;''Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)<br>
 +
 +
''People/Groups:&nbsp;''Systems Integration/Effectiveness; Admin Systems; key staff across campus<br>
 +
 +
''Date:&nbsp;''Phased implementation beginning November 2008; operational across campus June 2009.<br>
 +
 +
==== Assist with Emergency Response web pages (as requested by Public Safety)  ====
 +
 +
''Actions:'' Assist in solicitating information and updating 'emergency' web sites<br>
 +
 +
''Outcomes:'' up-to-date information; consistent presentation of information, contacts, procedures<br>
 +
 +
''People/Groups:'' Public Safety; LIS&nbsp;Policy Advisor; LIS Asst. to the Dean<br>
 +
 +
''Date:'' March 2009 (alternative:&nbsp;August 2009 as part of web makeover implentation)<br>
  
 
=== Communication<br> ===
 
=== Communication<br> ===
  
=== User-centricity and involvement<br> ===
+
==== Prepare and update LIS reports, special guides, website<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>
 +
 
 +
''Outcomes: ''community learns of LIS&nbsp;services, goals, accomplishments<br>
 +
 
 +
''People/Groups: ''many staff across LIS
 +
 
 +
''Date:'' <br>a) September 2008<br>b)&nbsp;November 2008<br>c)&nbsp;ongoing &amp; incorporated with Web Makeover (August 09)<br>
 +
 
 +
=== Security  ===
 +
 
 +
==== Develop formal information security policies &amp; procedures<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
 +
 
 +
''Outcomes: ''Consistent, well-documented procedures to follow should a security breach occur
 +
 
 +
''People/Groups:'' Systems &amp;&nbsp;Infrastructure; Controller's Office; Registrar; College Administration
 +
 
 +
''Date:'' April 2009
 +
 
 +
==== Promote security awareness&nbsp;  ====
 +
 
 +
''Actions:'' Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles
 +
 
 +
''Outcomes:'' Informed community; reduced risk of exposure
 +
 
 +
''People/Groups:'' Policy Advisor; Human Resources; Systems &amp;&nbsp;Infrastructure; User Services; targeted College/MIIS units
 +
 
 +
''Date:'' ongoing, beginning December 2008
 +
 
 +
=== Compliance  ===
 +
 
 +
==== Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing  ====
 +
 
 +
''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>
 +
 
 +
''Outcomes:'' compliance with the law<br>
 +
 
 +
''People/Groups:'' Policy Advisor;&nbsp;Dean of Students and C-CAL offices; Campus newspaper;<br>
 +
 
 +
''Date:'' commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.<br>
 +
 
 +
==== Work with Controllers' office on PCI/Credit-Card security<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>
 +
 
 +
''Outcomes:'' Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions<br>
 +
 
 +
''People/Groups:'' Policy Advisor; S&amp;I; Controllers' Office; affected departments &amp; staff members across campus offices and sales points<br>
 +
 
 +
''Date: ''Fall/Winter 2008-09<br>
 +
 
 +
==== Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods<br> ====
 +
 
 +
''Actions:&nbsp;''Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods.
 +
 
 +
''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>
 +
 
 +
''People/Groups:'' Policy Advisor; Controller &amp;&nbsp;HR offices<br>
 +
 
 +
''Date:'' Fall 2009<br>
 +
 
 +
==== Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.)  ====
 +
 
 +
''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>
 +
 
 +
''Outcomes: ''Easy-to-use documentation made available to key offices and auditors<br>
 +
 
 +
''People/Groups:'' LIS&nbsp;Policy; Systems Effectiveness; Data Integrity&nbsp;Group; Controllers, Registrar, Health Center,&nbsp;Human Resources<br>
 +
 
 +
''Date: ''January 2009<br>
 +
 
 +
=== Internal Efficiency<br> ===
 +
 
 +
==== Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations  ====
 +
 
 +
''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
 +
 
 +
''Outcomes:''&nbsp;Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.<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>
 +
 
 +
''Date:'' Winter 2009<br>
 +
 
 +
==== Enhance solicitation and deposit of materials in institutional digital repository<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
 +
 
 +
''Outcomes:'' increase campus awareness of archiving materials; make procedures easy to follow (web-based)<br>
 +
 
 +
''People/Groups:'' IR&nbsp;Working Group; Reprographics&nbsp;
 +
 
 +
''Date:'' Winter-Spring 2009<br>
 +
 
 +
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==
 +
 
 +
=== Infrastructure<br> ===
 +
 
 +
==== Increase the redundancy of critical systems  ====
 +
 
 +
''Actions/milestones:'' <br>Move Banner development server from Voter to the Library - New server ordered November 2008 to replace diamond to be installed in the Library. <br>Expand usage of VMware for redundancy - Two new VMware servers coming online November 2008. Move two servers to Library to increase capacity - December 2008<br>Exchange in a clustered environment - July 2008 <br>SAN presence in Voter East, Voter West and Library data centers - 4gb Fiber Channel network - November 2008
 +
 
 +
Extend Fiber channel network to Carr Hall; ensure adequate power, Move EMC CX600 from Voter to Carr -December 2008<br>Procure and install monitored UPS for building wiring closets - Deferred due to lack of funding.<br>Implement DNS and DHCP redundant/clustered solution -Demo unit to arrive December 2008.<br>Secure Off-Site Web Hosting Account – December 2008<br>Replicate Mission Critical (DAS) Services – May 2009<br>Provide additional UPS power to telephone nodes without generators – January 2009.<br>Test LIM batteries every 6 months and replace as necessary – most recently tested November 2008.<br>''People/areas involved:'' central sys, database apps &amp; sys, tel serv, facilities services, integration and effectiveness<br>''Dates:'' See above<br>
 +
 
 +
==== E911 server replacement and upgrade  ====
 +
 
 +
''Actions/milestones: ''install new software and hardware on server and client machine, 911 calls successfully connect and identify; client machine can record calls; achieve savings by using existing PRI circuits, remove older equipment and telephone company service charges. <br>''People/areas involved:'' central sys, tel serv, telecom contractor, public safety<br>''Date'': August 2008 <br>
 +
 
 +
==== Provide adequate storage space for College’s growing infrastructure  ====
 +
 
 +
''Actions/milestones:'' Add 28 TB of storage to the Library and Voter SANs<br>''People/areas involved:'' central sys, requests from college community for additional storage space<br>''Date: ''November 2008 <br>
 +
 
 +
==== Assess and ensure adequate power in all data centers with an eye toward green initiatives  ====
 +
 
 +
''Actions/milestones:'' Work with Facilities Services to upgrade UPS systems in Voter Hall – November 2008 <br>Balance systems among our three data centers to maximize power efficiency and ongoing measurement and monitoring of power consumption - October 2008<br>Reduce our carbon footprint, e.g. AC to DC power – as funding becomes available for capital projects<br>''People/areas involved:'' central sys, facilities services and, Carol Peddie<br>''Dates: ''See above<br>
 +
 
 +
==== Provide integrated voice services for the Snow Bowl  ====
 +
 
 +
''Actions/milestones: ''fiber successfully running network services; research, recommend and purchase IP voice system. System installed, tested and cutover. <br>''People/areas involved:'' tel serv, Snow Bowl manager, telecom contractor, central sys<br>''Date: ''May 2009
  
=== Security<br> ===
+
=== Administrative Efficiency<br> ===
  
''1. Goal:&nbsp;''Investigate preservation reformatting of laserdiscs unavailable on DVD '''''(Media Resources Development Coord, P&amp;P)'''''
+
==== Participate in the Web makeover projects  ====
  
''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
+
''Actions/milestones: ''Replace Microsoft Content Management Server. <br>''People/areas involved: ''College admin, LIS admin, database app &amp; sys, designated staff <br>''Date:'' September 2010 <br>''Actions/milestones:'' Global Visual Web Redesign for www.Middlebury.edu.<br>''People/areas involved:'' College admin, LIS admin, database app &amp; sys, designated staff <br>''Date:'' Project kicked off October 2008, Phase One complete by August 2009 <br>''Actions/milestones:'' Global Visual Web Redesign for www.MIIS.edu.<br>''People/areas involved:'' College admin, LIS admin, database app &amp; sys, designated staff <br>''Date: ''Project kicked off October 2008, Phase One complete by August <br>
  
''Outcomes:'' High-quality preservation copies of particularly rare or useful materials
+
==== Upgrade to Banner 8  ====
  
''Date:&nbsp;''???
+
''Actions/milestones: ''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>''People/areas involved: ''admin sys, database app &amp; sys, central sys, and functional areas<br>''Date: ''December 12, 2008; postponed to no earlier than March 2009, Leads has not yet set a new live date but early 2009 is expected.<br>
  
=== Staff and Organizational Development<br> ===
+
==== Integrate Monterey’s information technology needs into our overall environment  ====
 +
 
 +
''Actions/milestones: ''Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules. <br>''People/areas involved: ''admin sys, database app &amp; sys, central sys, and functional areas<br>''Date: ''Ongoing through July 2010 live date (with various due dates for separate pieces of the implementation scheduled separately by the MIIS Student Implementation Team).<br>''Actions/milestones:''Hosting of faculty/staff/student email<br>''People/areas involved: ''admin sys, central sys, and functional areas<br>''Date: ''August 2008 <br>''Actions/milestones:'' Load Monterey basic student data to enable programmatic email account generation for all full time registered Monterey students. <br>''People/areas involved: ''admin sys, database app &amp; sys, central sys, and functional areas<br>''Date: ''October 2008 – Completed for Monterey staff student workers only.<br>''Actions/milestones:'' Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br>''People/areas involved:'' admin sys and Human Resources<br>''Date: ''December 2008<br>''Actions/milestones: ''Provide technology consulting.<br>''People/areas involved:'' admin sys, database app &amp; sys, central sys, and functional areas<br>''Date: ''Ongoing through July 2010 <br>
 +
 
 +
==== Complete Hyperion System 9 migration and Hyperion Basic Training curriculum <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>
+
''Actions/milestones: ''Server procured, software installed, data migrated, end users training, environment tested.<br>''People/areas involved:'' admin sys, database app &amp; sys, central sys, and functional areas<br>''Date: ''November 2008<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>
+
==== Improve efficiency and operations of our administrative systems environment  ====
  
''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>
+
''Actions/milestones: ''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>''People/areas involved: ''admin sys and functional areas<br>''Date: ''November 2008<br>''Actions/milestones:'' Development of Banner/List Manager Web Interface<br>''People/areas involved:'' admin sys, database app &amp; sys, and functional areas<br>''Date: ''December 2008<br>''Actions/milestones:'' 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>''People/areas involved:'' admin sys and functional areas<br>''Date: ''February 2009 <br>''Actions/milestones:'' Refinement of Online Room Draw Process <br>''People/areas involved: ''admin sys, database app &amp; sys, and functional areas<br>''Date: ''February 2009
  
Date:&nbsp;June 09
+
''Actions/milestones: ''Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories. <br>''People/areas involved:'' admin sys, central sys, tel serv, and functional areas<br>''Date:&nbsp;''March 2009<br>''Actions/milestones:'' Support campus wide paperless initiatives by providing Banner enhancements when identified. <br>''People/areas involved: ''admin sys and functional areas<br>''Date:'' June 2009
  
 
<br>
 
<br>
  
=== Consortial ===
+
==== Supplement gaps due to staff vacancies or lack of specialized knowledge <br> ====
 +
 
 +
''Actions/milestones: ''Re-negotiate Hyperion Professional Services Contract with Velaris; continue remote DBA agreement until DBA hired.<br>''People/areas involved: ''admin sys, database app &amp; sys, central sys<br>''Date: ''December 2008<br>''Actions/milestones: ''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>''People/areas involved: ''admin sys<br>''Date: ''December 2008<br>
 +
 
 +
==== Replace campus voice mail system that is at the end of its support life ====
 +
 
 +
''Actions/milestones: ''Vendor pricing based on different sized system – November 2008; Re-visit the practice of provisioning students with basic voice mail service with support of DOC and Presidents’ staff – December 2008; present to President’s Staff<br>''People/areas involved:'' tel serv, central sys, LIS administration, Dean of College, President’s staff, student leadership groups.<br>''Date:'' August 2009<br>
 +
 
 +
==== Craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan  ====
 +
 
 +
''Actions/milestones: ''Investigate ways of providing cost-effective and beneficial voice services to meet future needs; research wireless voice, IP telephony, unified communications, and voice recognition/operator services <br>''People/areas involved:'' tel serv, LIS administration, LIS S&amp;I, additional campus constituencies to elicit voice preferences. <br>''Date:'' March 2009<br>
 +
 
 +
=== Academic Resources  ===
 +
 
 +
==== Analyze Market for Segue, Concerto and Harmoni  ====
 +
 
 +
''Actions/milestones: ''<br>• Position Segue, Concerto and Harmoni in the "academic technologies" market <br>• Differentiate Segue, Concerto and Harmoni from comparable systems in the market <br>• Draft business plan for Segue, Concerto and Harmoni <br>• Submit Market Reseach report to LIS administration<br>''People/areas involved: ''Alex Chapin, Adam Franco, Tom Cutter, Mike Roy<br>''Date: ''January 2009<br>
  
''1. Goal'': Review/create policy for NACO authority record creation '''''(Cataloging)'''''<br>
+
==== Design sites that aggregate documentation and possibilities of current and emerging technologies  ====
  
''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.  
+
''Actions/milestones:<br>''• Research emerging technologies and the possibilities they introduce <br>• Develop taxonomy of current and emerging technologies <br>• Document each technology <br>• Compile lists of examples <br>''People/areas involved:'' Alex Chapin, Adam Franco, other academic technologists<br>''Date:'' Ongoing<br>More information can be found at&nbsp;[https://segue.middlebury.edu/sites/ttlr https://segue.middlebury.edu/sites/ttlr]<br>
  
''Outcome: ''Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same.
+
==== Develop MiddTube video management application  ====
  
''Date:&nbsp;''June 09
+
''Actions/milestones: <br>''• Create a MiddTube web application for managing video uploads from Middlebury community; <br>• Create SOAP API to MiddTube application; <br>• Create video upload/access user interfaces using SOAP API in Segue, Wordpress, and current WWW CMS and/or new college CMS<br>''People/areas involved:'' Adam Franco, Ian McBride<br>''Date: ''March 2009
  
<br>
+
==== Develop a new course catalog site with faceted search UI  ====
  
''2. Goal: ''Host NExpress conference at Middlebury '''''(ILL)'''''<br>
+
''Actions/milestones: ''<br>• Request access to a view of course catalog information from Banner <br>• Create a web application to display course catalog information <br>• Refine this application to allow for faceted search and browse <br>• Integrate this application with the current course websites database listing<br>''People/areas involved: ''Alex Chapin, Adam Franco<br>''Date: ''March 2009<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.
+
==== Develop Services for Sharing Data Across Applications  ====
  
''Outcome: ''NExpress Conference at Middlebury
+
''Actions/milestones:<br>''• Integrate access to Concerto assets, collections and exhibitions into Segue v2 <br>• Create web services for getting role and/or activity information from Segue, WordPress and Measure and possibly other systems<br>''People/areas involved: ''Adam Franco<br>''Date: ''June 2009<br>
  
''Date:&nbsp;''Spring 09
+
==== Refine Segue v2 to improve user experience  ====
  
== '''''Research &amp; Instruction''''' ==
+
''Actions/milestones:'' <br>• Implement all the features of Segue v1 in Segue v2 <br>• Refine UI so it is more intuitive and efficient <br>''People/areas involved:'' Alex Chapin, Adam Franco<br>''Date:'' ongoing<br>
  
=== Facilities/Space<br> ===
+
==== Update language learning resources for mobile platforms  ====
  
*Re-establish a "go-to" reference presence
+
''Actions/milestones: <br>''• Embed metadata into new Japanese audio resources<br>• Update existing language learning resources as needed<br>''People/areas involved:'' Alex Chapin, Adam Franco<br>''Date: ''ongoing<br>
*With shrinking of ref collection, how best to use the space
 
*What about the Reference desk? Move? Consolidate w/ Info Desk?<span style="font-weight: bold"> </span>
 
*Get the Wilson Media Lab on the equipment update cycle<br>
 
  
=== Liaison Outreach to Faculty<br> ===
+
=== User Centricity and Involvement  ===
  
*Share LIS developments with faculty (meetings, emails, F2F conversations)&nbsp;and relay faculty needs/ideas within LIS as appropriate.
+
==== Develop a community of users and developers around Segue, Concerto and Harmoni<br> ====
*Development a more unified LIS new faculty orientation.
 
  
=== Assessment<br> ===
+
''Actions/milestones: <br>''• Promote Segue, Concerto and Harmoni beyond Middlebury through documentation and presentations <br>• Collaborate/partner with other developers/institutions/initiatives to promote open standards and services including possibly: <br>o O.K.I. to develop and promote OSIDs <br>o The UOC CAMPUS project and Sakai developers to develop an enterprise service bus <br>o Project Bamboo to develop a services framework <br>• Update Harmoni OSID implementations to latest version of OSID and include service bus<br>''People/areas involved: ''Alex Chapin, Adam Franco, Tom Cutter, Mike Roy<br>''Date:'' Ongoing<br>''More information can be found at'' [https://segue.middlebury.edu/sites/segue https://segue.middlebury.edu/sites/segue]<br>[http://concerto.sourceforge.net/ http://concerto.sourceforge.net/]<br>[http://harmoni.sourceforge.net/ http://harmoni.sourceforge.net/]<br>[https://segue.middlebury.edu/sites/codelab https://segue.middlebury.edu/sites/codelab]<br>[http://www.okiproject.org/ http://www.okiproject.org/]<br>[http://projectbamboo.org/ http://projectbamboo.org/]<br>[http://fluidproject.org/ http://fluidproject.org/]<br>[http://www.lafarga.org/campus/en/ http://www.lafarga.org/campus/en/]<br>
  
 
<br>
 
<br>
  
=== Improving the Reference Collection <br> ===
+
=== Assessment  ===
 +
 
 +
==== Analyze Segue and Concerto usage  ====
  
*Shrink the physical collection
+
''Actions/milestones:''
*Highlight--with signs &amp; displays--the remaining core collection
 
*Move print materials to electronic format, when feasible &amp; desirable
 
*Improve visibility &amp; use of online collection
 
*Identify key free resources
 
*Identify areas where there are gaps &amp; redundancies--and find ways to address them
 
*Review for weeding or transfer to stacks
 
*Contine review of standing orders
 
  
*Craft a new Reference collection statement, capturing a vision of what the collection should be and do.<br>
+
• Define important usage parameters for analysis <br>• Develop reporting functions to run usage queries<br>• Integrate reporting functions into Segue administrative user interface <br>• Collaborate with others to create a user community survey<br>''People/areas involved: ''Alex Chapin, Adam Franco<br>''Date: ''February 2009<br>
 +
 
 +
=== Internal Efficiency  ===
 +
 
 +
==== Maintain instances of curricular systems (Segue, WordPress, Measure, MediaWiki, Concerto, StudyDB)  ====
 +
 
 +
''Actions/milestones:'' <br>• Update applications as needed <br>• Add plugins as needed<br>''People/areas involved:'' Alex Chapin, Adam Franco, Joe Antonioli<br>''Date: ''ongoing<br>
 +
 
 +
==== Define development and implementation workflow  ====
 +
 
 +
''Actions/milestones: <br>''• Document current development and implementation workflow <br>• Compare Academic and Administrative Technologies development and implementation workflow procedures <br>• Collaborate with Administrative Technologies groups to define common development and implementation workflow practices<br>''People/areas involved: ''Alex Chapin, Adam Franco<br>''Date:'' ongoing
  
 
<br>
 
<br>
  
=== &nbsp;Information Literacy for Students ===
+
=== Security ===
 +
 
 +
==== Protect the security of our administrative systems and the data they contain <br> ====
 +
 
 +
''Actions/milestones:'' Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases. <br>''People/areas involved:'' admin sys and database app &amp; sys<br>''Date: ''March 2009 <br>
 +
 
 +
<br>
  
*Try to get a librarian on the curriculum committee
+
=== Compliance  ===
*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)
 
*Map out the departments (areas of strength, change, etc.)&nbsp;and the learning objectives LIS could teach/support
 
*Who are the students we miss?
 
*Review re-accreditation standards &amp; make sure LIS meets these standards
 
  
=== Consortial ===
+
==== Develop ability to deliver licensed applications on demand, anywhere, anytime ====
  
=== Web/Online Services/Access/Presence  ===
+
''Actions/milestones: ''Roll out Thin Client Pilot Project to selected areas; explore other delivery options for licensed software. <br>''People/areas involved:'' central sys, lab support<br>Date: April 2009<br>
  
==== Subject Guides ====
+
==== Continue to work with the Controllers office on cell phone policy changes that address personal use tax issues ====
  
*finish converting guides to [[Subjectsplus|SubjectsPlus]] (or Segue as appropirate)
+
''Actions/milestones:&nbsp;''Confirmation of new cell phone policy. Provide consultation for new policy; if stipend program, organize transfer of cell devices from business to personal use; if another policy, provide required support. <br>''People/areas involved:'' VP for administration and finance, tel serv, controller’s staff<br>''Date: ''June 2009<br>
*Redirect links from [http://www.middlebury.edu/academics/lis/lib/guides_and_tutorials/subject_guides/ CMS subject guides landing page]
 
*Archive then Delete old guides from CMS (by end of summer)
 
*Test, implement upgrades and tweeks based on user feedback
 
*SubjectsPlus plugin for Segue<br>
 
*If feasible, adding features requested by user. Requests so far:  
 
**"back to top" buttons.
 
**more than one librarian per subject<br>
 
  
==== Other Web-based Guides<br> ====
+
=== Communications<br> ===
  
*Improve web-based assistance for Spring Symposium (see [http://www.middlebury.edu/administration/uro/symposiums/Resources+for+Presenters.htm Resources for Presenters])<br>
+
==== Manage on-going database maintenance and training for the AlertFind emergency notification system  ====
*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.
 
  
====  ====
+
''Actions/milestones:'' Regular campus-wide testing of system – fall, spring, and summer. Instruct administrators on new release features as introduced. <br>''People/areas involved:'' tel serv, public safety, AlertFind administrators, central sys, database apps &amp; sys, admin sys<br>''Date: ''Ongoing<br>
  
=== Making Online Resources Visible ===
+
=== Consortial ===
  
*Web pages
+
==== Provide support to Communications area for Middlebury Online Community www.MiddleburyAlumni.org (Harris) ====
**CDM front ends
 
**SubjectPlus and Segue guides
 
**Plugins for Segue for various apps
 
**Widgets that allow for aggregation of library content into custom pages (e.g., the new Middlebury website)
 
*One-stop-shopping = unified search platform (e.g., LibraryFind)<br>
 
*[https://mediawiki.middlebury.edu/wiki/LIS/LIS_Goals_2008-09#Subject_Guides SubjectsPlus (See Subjects Guides goals)]
 
*Segue plugins
 
**improve MIDCAT plugin
 
**LibraryFind plugin
 
**CONTENTdm plugin
 
*Campus web makeover - (Joe and Bryan are R and I members on the Web Makeover Team)<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<br>
 
  
=== Service Points -- best service &amp; best information  ===
+
''Actions/milestones:'' Contract signed, data feed provided, environment tested<br>''People/areas involved: ''admin sys, database app &amp; sys, Career Services, College Communications <br>''Date:'' May 2009 <br>
  
*Ongoing training
+
<br>
*When to refer question to someone else--&amp; to whom?
 
*Train &amp; develop a corp of students to serve as reference/research assistants to supplement help during busy periods, late night, and weekends.
 
*Build the Digital Media Tutor program to directly support curricular media assignments
 
  
 
<br>
 
<br>
  
==== Thinking About Reference ====
+
== '''''User Services<br>''''' ==
 +
 
 +
=== Circulation Services ===
  
*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.
+
==== Assessment  ====
*Virtual reference services--Q&amp;A page,
 
*Integrate SubjectsPlus FAQs function into the website?
 
*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;
 
  
==== Record-Keeping for Planning  ====
+
'''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>''People/areas involved: ''Circulation. ILL, User Services<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:  
+
''Date:'' June 09<br>
  
*Reveal gaps in the collection
+
==== <br> ====
*Provide a&nbsp;map of the kinds of inquiries that students &amp; faculty are finding challenging
 
*Catch&nbsp;a snapshot of assignments
 
*Provide direction for both our own continuing education and training efforts across LIS
 
  
What are some questions that were difficult to answer? (Was it because of inadequate resources&nbsp;or inadequate knowledge of resources?)
+
==== Staff and Organizational Development  ====
  
Use clear statistical categories&nbsp;to reveal what kinds of questions get asked, &nbsp;&amp; how often.  
+
'''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>
  
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.
+
''People/areas involved'': Circ, SEO, HR, User Services, LIS<br>''Date:'' June 09<br>
  
*Combine the InfoDesk and Ref Desk statistics pages into one.
+
<br>
  
==== Timeline  ====
+
'''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>
  
Post an easy to use, easy to access timeline that would include:  
+
People/areas involved: Public Safety, Circ, <br>Date: March 09<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
 
*Critical dates for new projects, links to related documents
 
  
==== Government Information Resources  ====
+
'''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>
  
*Eliminate remaining paper shelf list cards and add records to Midcat for items worth cataloging.
+
People/areas involved: Circ, Reserves, Stacks, HelpDesk, HR<br>Date: March 09
*Initiate a major weeding project for Congressional hearings. Incorporate faculty review.
 
*Identify duplication between our printed government periodicals and online versions and withdraw the print version when appropriate.
 
*Develop pathfinders for our holdings of agriculture statistics and mortality statistics.
 
*Redesign and strengthen our Government Documents home page.
 
*Identify CDs that have been superceded by web resources and weed as appropriate
 
  
 
<br>
 
<br>
  
== '''''Special Projects / Policy'''''<br> ==
+
==== Academic Resources  ====
 +
 
 +
'''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>
 +
 
 +
People/areas involved: Circ, Reserves, ILL, Stacks<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. <br>
 +
 
 +
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>
 +
 
 +
People/areas involved: Circ, Reserves, P&amp;P, Collections Management, Media Services, Film Screenings, Helpdesk<br>Date: Feb 09
 +
 
 +
==== &nbsp;<br>Security  ====
  
=== Policy<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>
  
Move draft intellectual property &amp; patent policies to "approval" stage and post online<br>
+
People/areas involved: Helpdesk, Circ, Media Services, Lab Manager<br>''Date:'' Feb 09
  
Work with others across LIS and campus in developing information security policies &amp; procedures<br>
+
<br>
  
Promote security awareness across campus&nbsp;(work with User Services, Human Resources ''et al.'')<br>
+
==== User-centricity and involvement  ====
  
Synthesize practices and promote copyright awareness in response to new federal legislation regarding filesharing <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>
  
Utilize&nbsp;LIS&nbsp;administrative support to track DMCA notices and notify users of allegations<br>
+
People/areas involved: Circ, Reserves, LIS, Systems, Media Services, Liaison/Consulting/Project Management<br>''Date:'' June 09
  
Develop campus Copyright web site that provides links to campus policies, external resources, etc.<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>
+
'''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>
  
Work with Controllers' office and others in implementing credit-card transaction/handling survey and distributing "best practices" guidelines<br>
+
People/areas involved: Circ<br>Date: June 09<br>  
  
Review/get approval/post new Web site privacy/usage policy<br>
+
<br>
  
Develop data/records retention policy; seek formal approval; work with HR/Controller/others in defining record retention periods.<br>
+
==== Internal Efficiency  ====
  
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.
+
'''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>
  
=== Special Projects<br> ===
+
People/areas involved: Circ, Reserves, ILL, Ref, BLSE, BLWC, Systems<br>''Date:'' April 09<br>  
  
Campus web makeover - assist with information gathering/sharing/coordination<br>
+
<br>  
  
Coordinate/draft LIS&nbsp;annual report and other reports, guidelines, information guides (e.g. Yellow Pages) as requested<br>
+
==== Facilities and Space  ====
  
College Handbook updates<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>
  
Assist with Emergency Response web pages (as requested by Public Safety) <br>
+
People/areas involved: Stacks, Circ<br>''Date:'' June 09
  
==== Digital Repository Work Group [team]<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>
  
=== Systems Integration / Effectiveness<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>
  
Complete Phoenix Project Phase 2 (requirements, Business Impact Analysis, recommendations)
+
People/areas involved: Circ, LIS, HR, Ref, User Services<br>''Date:'' June 09
  
Create Phoenix Project Phase 3 project charter – create and implement MCP plans
+
=== Helpdesk  ===
 +
 
 +
==== Internal Efficiency ====
 +
 
 +
'''Goal: STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:'''
  
Assist in the implementation of Xtender and other digitization needs
+
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
  
Create a plan to migrate legacy data from the AS400 platform
+
'''Outcome''': Consistency and standardization within Help Desk process, approach to need and resolution of incidents/requests/questions.<br>1. Reduce effort and costs associated with tasks<br>2. Clear and concise message, communication and understanding within Help Desk and external to Help Desk.
  
Assess long-term role of centralized LIS data entry
+
'''People/Areas involved''': All Help Desk Staff members, all students involved with Help Desk.
  
Complete work on the Middlebury Information Security Profile<br>
+
'''Date''': Completion dates as follows:<br>&nbsp;Identification / Inventory of applicable areas of focus: December 12, 2008 <br>- Milestone 1 – Code of Conduct: November 29, 2008<br>- Milestone 2 – Communication standards complete: December 12, 2008 <br>- Milestone 3 – Change Management standards complete: December 19, 2008 <br>- Milestone 4 – Process: CC, WI, SR complete: December 19, 2008 <br>- Milestone 5 – Role of Student Consultants: December 31, 2008<br>Goal Completed: December 31, 2008
  
 
<br>
 
<br>
  
== '''''Systems &amp;&nbsp;Infrastructure'''''<br> ==
+
'''Goal: CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation (Internal). This central repository should be accessible by entire Middlebury community.'''
 +
 
 +
Outcome: Consistent and standard location to seek-out, update, and review pertinent internal LIS Help Desk documentation, policy, procedure, and guidelines.
 +
 
 +
People/Areas involved: Internal LIS Help Desk staff
 +
 
 +
Date: Goal Completed: January 30, 2008
 +
 
 +
 
  
=== Telephone Services  ===
+
'''Goal: REVIEW incident tracking system and process within Help Desk. Determine feasibility to continue with HEAT versus another enterprise tool. Review and analyze workflows (internal &amp; external customers) for incident tracking for the purpose of finding efficiencies and streamlining tasks.'''
  
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>
+
Outcome: &gt;Answering the question: Are we utilizing and exploiting the available tools for incident tracking at present?<br>&gt;Answering the question: Is our approach and workflow for internal and external customers efficient?<br>&gt;Identify waste and eliminate<br>&gt;Identify areas for improvement and implement changes toward that end…<br>&gt;Improve customer experience
  
E911 server replacement and upgrade to enhance services for Public Safety office and achieve cost-savings by using newer technology.<br>
+
People/Areas involved: Internal LIS Help Desk staff; external LIS customers
  
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>
+
Date: <br>- Review HEAT workflows Complete: December 14, 2008 <br>- Review End-User needs for system Complete: December 31, 2008 <br>- Review/Evaluate alternative products Complete: December 31, 2008 <br>- Evaluate changes &amp; Test (2 months) Complete: January 30, 2009 <br>- Implement applicable change(s) Complete: March, 2009 <br>- Monitor changes / improvement plan Complete: March, 2009 – on-going
  
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>
+
Goal Completed: March, 2009
  
As fiber connecting facilities are built in the coming year, research, recommend, purchase and install integrated voice services for the Snow Bowl. <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>
 
  
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>
 
  
Negotiate annual voice service contracts – PBX maintenance, long distance and local services. <br>
 
  
=== Central Servers and Labs<br> ===
 
  
Install new 911 System (completed)<br>
 
  
Add 28 TB of storage to the Library and Voter SANs<br>
+
==== User-centricity and involvement<br> ====
  
Extend Fiber channel network to Carr Hall.<br>
+
'''Goal: SERVICE LEVEL AGREEMENTS (SLAs) 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.'''
  
Move EMC CX600 from Voter to Carr.<br>
+
'''Outcome''': Build partnerships, establish protocols, and set expectations between appropriate LIS groups and external customer entities.  
  
Work with Facilities Services to upgrade UPS systems in Voter Hall.<br>
+
'''People/Areas involved''': All Help Desk Staff members; all students involved with Help Desk; Department Heads and Group Managers (and associated staff).  
  
Roll out Thin Client Pilot Project to selected areas.<br>
+
'''Date''': <br>- Identify Departments and contacts for SLA by: January 30, 2009<br>- Meet with all applicable department contacts to discuss agreement content/protocols: March 31, 2009 <br>- Final Draft for All applicable Departments April 30, 2009<br>- Maintenance Plan for SLAs April 30, 2009<br>- Roll-out to LIS – All SLAs May 1, 2009 - ongoing
  
Move Banner development server from Voter to the Library.<br>
+
Goal Completed: May 01, 2008
  
Procure and install monitored UPS’s for building wiring closets.<br>
 
  
Implement DNS and DHCP redundant/clustered solution.<br>
 
  
Upgrade Netware servers to OES2 Linux kernel.<br>
+
==== Administrative Efficiency<br> ====
  
=== Administrative Systems<br> ===
+
<br>
  
Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases.  
+
'''Goal: EXAMINATION of existing asset tracking &amp; Inventory system (Asset control and management define hardware, software, license key). Perform value-add/loss analysis and investigate possible replacement products or methodologies for calendar year 2009.'''
  
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>
+
- Indentify current asset tracking requirements for LIS HD.<br>- Full review of component needs:<br>i. Software tracking<br>ii. Hardware tracking<br>iii. License tracking (Keyserver?)
  
Complete implementation of Banner Document Management System.<br>
+
'''Outcome''': Knowing what we have and where it is; Cost associated with asset; Increased control over assets; More timely reporting of assets; Compliance; Integration into incident tracking system
  
Complete Hyperion System 9 migration and Hyperion Basic Training curriculum.<br>
+
'''People/Areas involved''': All internal Help Desk Staff; All Help Desk student employees
  
Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.<br>
+
'''Date: <br>'''- Hardware tracking (control process created – interim) Completed: November 14, 2008 <br>- Review Control Plan and Implement (interim) Completed: November 21, 2008 <br>- Electronic acquisition of assets Completed: November 28, 2008 <br>- Physical acquisition and reconcile of assets Completed: December 31, 2008
  
Complete project to load Monterey student data (basic data only initially) to enable programmatic email account generation.<br>
+
Goal Completed: December 31, 2008
  
Support Monterey retirement plan review and redesign; implement system and program changes when identified.<br>
+
NOTE: This is a short-term strategic goal. The long-term need to improve and control our inventory process and actual assets and need to be re-examined after the interim period.  
  
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>
 
  
Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.<br>
 
  
Support campus wide paperless initiatives by providing Banner enhancements when identified.<br>
+
==== Education ====
  
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>
  
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.  
+
'''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.'''
  
=== DAS Goals &amp; Objectives<br> ===
+
<br>'''Outcome:''' Create and implement a consistent and standard approach to the implementation of Microsoft Office 2007 to the end-user community.
  
Replace Microsoft Content Management Server<br>
+
'''People/Areas involved''': Internal LIS Help Desk Staff, All LIS staff and faculty
  
Global Visual Web Redesign for www.Middlebury.edu<br>
+
'''Date:''' January 23, 2009<br>
  
Global Visual Web Redesign for www.MIIS.edu <br>
+
=== Media Services and Distribution  ===
  
Banner v8 Upgrade<br>
+
==== Facilities/Space  ====
  
Hyperion v9 Upgrade<br>
+
'''Goal: Centrally manage and support 50% of smart classrooms'''.<br>'''Possible Actions''': Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded. <br>'''Outcome:''' Increase ability of all Helpdesk staff members to troubleshoot problems in the classroom. Reduce unnecessary system on-time with remote shutdown processes each night. Increase data collection of room usage and maintenance.<br>'''People/Areas Involved:''' Media Services, Helpdesk, and Network/Infrastructure<br>'''Date:''' March 09
  
Banner Student Implementation for Monterey<br>
+
<br>'''Goal: Standardize 100% of smart classroom control systems.<br>Possible actions:''' All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.<br>'''Outcome:''' Reduce number of “emergency” phone calls from faculty and staff. <br>'''People/Areas Involved:''' Media Services and Helpdesk, input from faculty and staff<br>'''Date:''' June 09
  
Middlebury Online Community www.MiddleburyAlumni.org (Harris)<br>
+
==== Administrative Efficiency ====
  
Secure Off-Site Web Hosting Account &amp; Replicate Mission Critical Services<br>
+
<br>'''Goal: Develop and implement 5 year (budget dependent) classroom upgrade cycle.'''<br>'''Outcome:''' Improve planning and maintenance of classroom technology. Assist LIS in planning for future needs of faculty and staff.<br>'''People/Areas Involved:''' Media Services, LIS Administration, Registrar, and Event Scheduling <br>'''Date: '''December 08
  
Re-negotiate Hyperion Professional Services Contract with Velaris<br>
+
'''Goal: 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>People/Areas Involved:''' Media Services, Helpdesk, LIS Administration, and College community<br>'''Date: '''January 09 <br>
  
Ongoing Development of Banner/List Manager Web Interface<br>
+
==== <br>'''Academic Resources''' ====
  
Refinement of Online Room Draw Process
+
'''Goal: Increase video conferencing locations by 50%.<br>Possible Actions:''' Upgrade LIB145 and/or a room in McCardell Bicentennial Hall. Add additional mobile units that can be setup in different locations across campus.<br>'''Outcome:''' Provide means for faculty and staff to collaborate with colleagues without the need for travel.<br>'''People/Areas Involved:''' Media Services, Helpdesk, and Network/Infrastructure<br>'''Date:''' February 09
  
== '''''User Services<br>''''' ==
+
==== <br>'''Education''' ====
  
=== Circulation Services ===
+
'''Goal: Offer Classroom Training classes as part of LIS Workshop series.<br>Possible Actions:''' Create classes that are focused on the two different control systems utilized on campus. A class for individuals we partner with across campus to support events or lectures.<br>'''Outcome:''' Classroom projection emergencies reduced by 25%. Improve confidence of faculty and staff that utilize classroom technology for training or teaching.<br>'''People/Areas Involved: '''Media Services, Helpdesk, and College community<br>'''Date:''' January 09
  
#'''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>
+
==== &nbsp;<br>'''Internal Efficiency''' ====
#'''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>
 
#'''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>
 
#'''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>
 
#'''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
 
#'''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
 
#'''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>
 
#'''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>
 
#'''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>
 
#'''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
 
#'''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
 
#'''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>
 
  
=== Helpdesk ===
+
'''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>'''Outcome: '''Improve the level of support to our users. Reduce staff workload in trying to maintain 8+ images. Create standardization and assist in automating the distribution process further.<br>'''People/Areas Involved:''' Media Services, Helpdesk, and Network/Infrastructure<br>'''Date:''' March 09
  
#'''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.
+
&nbsp;<br>'''Goal: Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes'''.<br>'''Outcome:''' Improve efficiency in distribution process to faculty and staff. Free staff time to focus computer support issues.<br>'''People/Areas Involved:''' Helpdesk<br>'''Date:''' June 09
#'''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.
 
#'''Goal:''' CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation. This central repository should be accessible by entire Middlebury community.
 
#'''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?
 
#'''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.
 
#'''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>
 
  
=== Media Services and Distribution  ===
+
&nbsp;<br>'''Goal: Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>Outcome:''' Improve ability to support user requests for software installation or computer help. Improve efficiency of computer support staff to resolve issues for users.<br>'''People/Areas Involved:''' Helpdesk and Network/Infrastructure<br>'''Date:''' June 09
  
#'''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><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
 
#'''Goal: '''Develop and implement 5 year (budget dependent) classroom upgrade cycle.<br>''Date:'' January 09
 
#'''Goal:''' Increase video conferencing locations by 50%.<br>''Date:'' February 09
 
#'''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
 
#'''Goal:''' 90% inventory accuracy of all media equipment distributed by LIS.<br>''Date:'' June 09
 
#'''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
 
#'''Goal:''' Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.<br>''Date:'' June 09
 
#'''Goal: '''Remotely manage 100% of desktop and laptop computers that are connected to the network.<br>''Date:'' June 09
 
#'''Goal:''' 90% inventory accuracy of all computer and media equipment distributed by LIS.<br>''Date:'' January 09
 
  
 
<br>
 
<br>
  
[[Category:Research_&_Instruction]]
+
[[Category:Research_&_Instruction]] [[Category:Systems_&_Infrastructure]] [[Category:Administration]] [[Category:Collection_Management]] [[Category:Policy]] [[Category:User_Services]]
 +
[[Category:goals]]

Latest revision as of 15:11, 4 March 2009

This is a page for storing goals for LIS for 2008-09.

Administration

Administrative Efficiency

Lead the re-architecting and re-design of the major Middlebury websites

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.

Outcome: Redesigned website, and a revised approach to website maintenance and development, including a new staffing plan.

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.

Date: Project kicked off in October 2008, and to complete Phase One by August 2009

More information can be found at http://blogs.middlebury.edu/webredo/

Facilities/Space

Comprehensive review of how space is utilized in the Main Library

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.

Outcome: a plan for an improved space that is more welcoming, less wasteful of square footage, more efficient for staffing

Date:June 09

Communication

Create divisional faculty advisory groups in order to increase communication between LIS and faculty

Actions: Recruit representatives from each department, schedule meetings, publish notes to Faculty LIS Advisory Committee website.

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.

People/Areas Involved: All academic departments and programs; representatives from LIS to serve on the committees.

Date: Groups to begin meeting in December 2008.

More information can be found at http://docs.google.com/Doc?id=df2dswdk_55698frj7c4

Internal Efficiency

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.

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.

Outcome: A new organizational strucuture for LIS.

People/Areas Involved: All of LIS, and input from the rest of campus through our advisory groups.

Date: Project kicked off in September 2008, and to complete by January 2009.

More information can be found at http://blogs.middlebury.edu/list/2008/09/26/lis-re-org-update-sept-2008/

Create a project directory to improve communication about projects within the organization, and to our constituents

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.

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.

People/Areas Involved: All of LIS.

Date: Launch project in Winter of 2009, with goal of having operational by mid-Spring


Create a student advisory group

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.

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.

People/Areas Involved: SGA, other students, LIS

Date: recruit in the fall, with goal of first meeting in early December 2008.

Collection Management

Academic Resources (Access; Collections)

Improve search and discovery functions in MIDCAT

Actions:

a) Improve labeling of locations in MIDCAT to make it clearer where the items are. Along with this, improve signage in the library so catalog locations and physical locations are more easily matched. Work with Joe Antonioli on the creation of linkable location maps from MIDCAT.
b) Create policies and procedures for making the genre index more ‘robust.’
c) Review failed search data to enhance see references in MIDCAT.
Outcome: An improved access tool, allowing users to more easily find appropriate resources, both within the catalog and physically in the library

People/Groups involved: Cataloging; Library Systems

Deadline: June 09

Increase holdings in Japanese and improve access to the Japanese Collection

Actions:

a) Catalog and process the two recent gifts of Japanese-language materials, which will increase our holdings in Japanese by approximately 50%.
b) Reclass the Japanese Collection materials from an antiquated non-standard system into LC, the scheme used for almost all of the Middlebury collections.
c) Add parallel Japanese character fields to the Romanized fields in the records. This can mostly be done by overlaying the records in MIDCAT with their counterparts in OCLC that do have character fields. For the few remaining, our Japanese student assistant will type in the characters.

Outcomes:
A significantly larger and more accessible collection of Japanese materials to support the curriculum.
People/Groups involved: Cataloging
Deadline: June 09

Improve and/or provide access to processed manuscript collections held by Special Collections, as well as to other unique collections held by the libraries (e.g. Flanders Ballad Collection field recordings, News Bureau Photographs)

Actions:

a) establish workflows for creation of metadata record in ContentDM for online finding aids; creating collection-level records within MIDCAT (with links to online finding aid in ContentDM); uploading images and batch metadata (via spreadsheet) to ContentDM
b) install ContentDM acquisition stations for catalogers as needed
c) upload data and complete Phases 1 & 2 of MiddHistory Online project
d) begin cataloging News Bureau Photographs
e) create documentation for metadata creation
f) work with other areas (e.g. interns) to develop the functionality of CONTENTdm, especially portals to the collections & improving subject and author indexing
g) pursue funding sources for digitization projects (esp. for Flanders field recordings, once copyright/IP issues have been resolved)

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

People/Groups involved: Cataloging; Special Collections

Deadline: June 09

With selectors and liaisons, define what it means to be a "digital library"

Actions:

a) identify material or classes of material that we should continue or begin collecting in digital form: journal subscriptions, e-books, local digitization efforts, free web sites, etc.
b) develop guidelines for database trials and for reviewing new e-resources
c) identify and where possible purchase resources that may be especially appropriate to support curricula at remote Middlebury College locations (Mills, schools abroad, etc.)

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; improved access to resources for off-site (i.e., non-Vermont) library users

People/Groups involved: Collection Development; Special Collections; Catalogoing; Acquisitions; Selectors; Liaisons

Date: June 09

Standardize procedures for cataloging and access to record groups within the Archives

Actions:
a) educate staff (both in Collection Management and elsewhere) as needed about Special Collections collecting policies in College Archives
b) develop workflow to insure timely cataloging of newly acquired items in Archives
Outcomes: Easy and appropriate access to student publications; clear guidelines for dealing with same.
People/Groups involved: Special Collections; Cataloging
Date: June 09

Investigate Instituting Direct Purchasing by ILL as a Collection Development Tool

Actions: Review models in use at other schools; examine billing and invoicing requirements; develop tentative guidelines and procedures; and perform a trial run.

Outcomes: Assess results of trial and decide whether or not to implement practice.

People/Groups involved: ILL; Coll. Dev.; Acq.

Date: June 09

Facilities/Space

Initiate or complete weeding/withdrawal projects currently underway

Actions:
a) Remove JSTOR and Project Muse holdings held in print (i.e. physical volumes) as appropriate
b) Withdraw ca. 14,000 LPs stored in Special Collections
c) Move ca. 1,000 laser discs from Circulation Desk to Special Collections storage
d) Implement OCLC electronic holdings service
Outcome: Reclamation of shelf space in stacks, Special Collections, Circulation areas; vols. are disposed of in as environmentally conscious manner as possible; e-holdings visible in WorldCat reducing ILL requests for items we already have access to
People/Groups involved: Copy Cataloging; Special Collections; Music Library; Media Resources Coordinator; FMMC faculty; Serials; Stacks Mainenance'
Date: June 09

Create a plan to make the growing number of A/V materials held by Special Collections more accessible

Actions:
a) Identify equipment needs, along with appropriate physical spaces within Special Collections or nearby where equipment could be housed
b) Identify A/V materials that might be made more accessible through digitization
c) Estimate costs
Outcome: Detailed proposal/plan for purchasing and housing needed equipment, leading ultimately to easier access to A/V materials held by Special Collections

People/Groups involved: Special Collections; Music Library; Media Resources Coordinator; Building Facililtices Coordinator

Date: June 09

Consortial

Review/create policy for NACO authority record creation

Actions:
a) Create documentation to provide guidance for catalogers for establishing headings in the national authority file (NAF)
b) Refresher training for catalogers
Outcome: Consistant guidance as to when catalogers should contribute records to the NAF; establish a consistant workflow for same.
People/Groups involved: Cataloging; Area Director
Date: June 09

Host NExpress conference at Middlebury

Actions:
a) Get buy-in/committment from NExpress directors to allow staff to attend.
b) Develop date & agendas
c) Reserve meeting spaces, meeting logisitics,etc.
Outcome: Successful NExpress conference held at Middlebury
People/Groups involved: ILL, Collection Development, Area Director; Circulation, Cataloging, Acquisitions
Date: Spring 09

Internal Efficiency

Review and revise internal acquistions procedures

Actions:

a) Review workflow for ordering requests from printed catalogs
b) Revise online form for acquisitions requests (partially accomplished, waiting for upgrade to KeySurvey)
c) identify appropriate balance spending between one-time & continuing purchases
Outcomes:
a) More efficient ordering of materials from printed catalogs; clear understanding among selectors as to the information acquisitions needs to efficiently place orders
b) Easier to use online form
People/Groups involved: Acquisitions; Collection Development
Date: June 09

Continue to add primary vendors to electronic ordering and invoicing process

Actions:
a) Set up electronic invoicing and OCLC Cataloging Partners (formerly PromptCat) batchloading of records for Harrassowitz & MLSC firm orders;
b) Create documentation for OCLC Cataloging Partners procedures
Outcome: Improved ease of ordering from these vendors
People/Groups involved: Acquisitions; Cataloging
Date: June 09

Implement III ERM module

Actions:
a) Determine what license information for electronic resources should be promulgated to users
b) Develop coding, controlled vocabulary, and access rights for making this available through ERM
c) Collect necessary information for above from licenses on hand and/or from vendors
d) Investigate and implement fuller uses of Resource and Contact records
e) Investigate links to order records and statistics
Outcome: Functioning ERM module populated with accurate and up-to-date information about our electronic resources.
People/Groups involved: Acquistions, Library Systems
Date: June 09

Planning and Assessment

Preservation assessment

Actions:
a) Review current practices regarding media preservation
b) Begin preservation survey for periodicals to withdraw or reformat embrittled paper items in tandem with JSTOR periodical withdrawal project
Outcomes:
a) Consistent best practices and procedures for media preservation
b) Identification of embrittled print perioidcals, especially valuable unique holdings that might be worthy of scanning
People/Groups involved: P&P; Media Resources Development Coordinator
Date: June 09

Gather Collection Development Assessment Tools

Actions: Investigate use of 3rd-party tools such as OCLC Collection Analysis and/or Serials Solutions 360 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). Identify (and refine) standard reports needed to make colection assessment comprehensive and routine.

Outcomes: Create an action plan for collection assessment (that may rely on new tools) and develop a (rudimentary) dashboard/clearinghouse in which access to statistics of all kinds is established.

People/Groups involved: <span style="font-weight: bold;" />Collection Development (acquisitions and systems are welcome)

Date: June 09

Usability study for NExpress/ILL

Actions: Examine ILL patron usage, especially ordering practices, via a survey of current ILL/NExpress users and non-users.
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?

Outcomes: 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.

People/Groups involved: ILL, Reference and Instruction

Date: June 09

Determine appropriate level of 3rd-party processing (e.g., authority control) for bulk-loaded MARC records (e.g. U.S. Serials set)

Actions:
a) Review of the costs of processing vs. assumed/actual benefits of processing
b) Investigation of acceptable alternatives to full processing, including benefits/risks
c) Specific determination on appropriate next-steps for U.S. Serials Set
Outcomes: Determination of the appropriate level of processing for bulk-loaded collections; appropriate monies budgeted for necessary processing (i.e., either full or acceptable alternative) at time of purchase; closure on appropriate disposition of U.S. Serials Set records
People/Groups involved: primarily Acquisitions; Cataloging; Collection Development; Library Systems
Date: June 09

Staff and Organizational Development

Introduce CM 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

Possible Actions:
a) 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 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
d) develop staff expertise with Segue, Concerto, CMS
Outcomes: 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
People/Groups involved: entire area; Area Director; others in LIS; off-campus presenters
Date: June 09

Research and Instruction

Academic Resources

Establish a prominent, consistent, reliable, welcoming, and efficient reference/research librarian presence available to Middlebury community members on campus and from remote locations.

Actions:

  • Install and test the Williams Reference Blog software to help record and manage inquiries, collect statistics, and establish a knowledge/training base.
  • Continue to investigate and test other software and communication applications to support Reference.
  • Participate in marketing activities to channel inquiries to Reference.
  • Use blog data to help determine staffing patterns for Reference
  • Investigate options for creating optimum space & service--user study groups, student tutor training, CTLR model
  • Improve current space and service through easy-to-implement actions, such as better signage, IM, etc.
  • Plan a space and service that will be flexible, adaptable, and evolving.

Outcome:

  • Library users will be able – and know how – to get reference/research help when they need it.
  • When Librarian is not available or off-duty, a standard process will be in place to provide help within a defined amount of time.

DocumentThis document gives details and illustrations of possible enhanced reference models.

People/Area Involved: Research and Instruction; Operations, to include Main, Music, and Armstrong Service Points.

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.

Improve visibility and access to online academic library resources

Status Report in Discussion (log in to see tab)

Actions:

  • Continue and complete online migration of Subject Guides to SubjectsPlus or Segue.
  • Employ and exploit functionality of Subjects Plus.
  • 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.
  • Develop “Resources for Presenters” guide for Spring Symposium.

Outcome: Library users are able to find their way to resources they need on their own via the LIS web pages.

People/Area Involved: LIS Librarians, web committee(s); Joe A and Mack R.

Date: Subject guide migration completed by start of 2009-2010 academic year; Spring Symposium guide in place by March.

Improve the Reference Collection

Actions:

  • 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.
  • Identify gaps and redundancies; continue the weeding project; move from print to digital formats where possible; consider how to treat the Ready Reference Collection.

Outcome: Smaller, more effective Reference Collection requiring less space.

People/Area Involved: LIS Librarians; LIS facilities and space review efforts.

Date: Draft collection policy by December 1, 2008, agreement of Reference Librarians by February 15, 2008, and weeding completed by May 2, 2008.

Facilities/Space

Study use of space on Main floor of Library to gain functionality

Actions:

  • Ask library users what they would like to see.
  • Poll Main Floor staff for suggestions.
  • Observe and document use of spaces.
  • Consider actions that would recover space and redefine functions.

Outcome: Refreshed, revitalized, efficient use of space.

People/Area involved: Joseph Watson; Research & Instruction; CTLR; Operations to include Service Points.

Date: Study and polling completed by June 2009

Wilson Media Lab placed on the equipment update cycle

Actions: Identify what needs to happen and who needs to be involved.

Outcome: Predictable updates to Lab equipment will occur with planning and preparation.

People/Area Involved: Research and Instruction; Media Services; Operations; Systems & Information

Date: January 1, 2009

Communication

With others in LIS, study and strengthen LIS efforts to market LIS resources and services in new ways

Actions:

Outcome: Students learn of LIS resources and services at the point that they need them and can put them to use.

People/Area Involved: Research and Instruction and all in LIS who are interested.

Date: Group reads and studies during January Term 2009; applications of marketing and assessment techniques ongoing.

Education

Revise and refresh the model of the Liaison Program to Faculty

Actions:

  • Establish a working leadership model for the Liaison Program, populate it, and staff it.
  • Meet with LIS Liaisons to convey structure and responsibilities.

Outcome: Improved communication with faculty via a single Liaison serving as the contact point to Academic departments.

People/Area Involved: LIS Liaisons, M. Roy, Office of the Provost; Faculty, All of LIS

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.

Define and Manage LIS instructional efforts for students and faculty

Actions: Identify and map the instruction LIS provides on an ongoing basis in order to better apportion support for:

  • Curricular media assignments
  • Discipline and Course-specific Library resources
  • Refworks
  • Google Earth
  • Photoshop
  • Email
  • Core Software
  • and many more . . .

Outcome:

  • A clearer picture of how LIS teaching resources are being applied.
  • A path to suggest how we might better ‘teach the teachers”.
  • Clearer ways to support and supplement these efforts.
  • A list to use to consider alternative methods of instruction, e.g., online videos.
  • A list to use when talking with faculty about how LIS might support their efforts.

People/Area Involved: Anyone in LIS who offers instruction, CTLR

Date: June 30 and ongoing.

Staff and Organization Development

With others in LIS, develop a plan to provide comprehensive, consistent, ongoing training for staff and students at service points.

Actions:

  • Review with Service Point Managers and personnel how training is done, what is taught, what is expected.
  • Collaborate with Service Point Managers to define a program for ongoing training and updates.
  • Set up Refblog or another application for service point staff to find answers and help answering a basic set of questions.
  • Offer training in research resources and interview techniques to service point staff.

Outcome:

  • Better service to Library users who receive help quickly.
  • Consistent level of service across the organization.

People/Area Involved: Research & Instruction, Operations, Public Service Points in LIS

Date: March 15, plan written.

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

Actions:

  • Review programs at other libraries using students to augment professional staff.
  • Conduct literature review.
  • Review successful local models, e.g., CTLR and DMT programs.

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.

People/Area Involved: Reference Librarians.

Date: February 1, plan written and ready to test.


Special Projects / Policy

Education

Faculty awareness of Open Access/Author Agreements

Actions: draft a resolution for faculty to consider that asserts their rights to control access to their works

Outcomes: Public statement of faculty support of open access to scholarly works

People/Groups: IR Working Group; Dean of LIS; faculty council/faculty

Date: Fall 2009

Develop campus Copyright web site to centralize links to campus policies and external resources

Actions: Create Web page(s) that include information on copyright policies & guidelines, legislation and legal issues, filesharing/P2P and risk mitigation, author rights, creative commons

Outcomes: Easy-to-find and use site

People/Groups: Policy Advisor; Reference & Instruction; User Services

Date: January 2009

Administrative Efficiency

Define and post intellectual property rights policies for faculty, staff, students authors, artists, and inventors

Action: Draft patent policies; consult with Academic adminstration

Outcomes: IP and Patent policies are formally approved and posted online in Handbook

People/Groups: LIS Policy Advisor; Acad. Admin; legal counsel

Date: December 2008

Complete Mission Continuity Planning (Phoenix Project)

Actions: Complete  Phase 2 (requirements, Business Impact Analysis, recommendations); Create Phase 3 project charter – create and implement MCP plans

Outcome: Clearly articulated priorities for actions to take by LIS & key units across campus in event of disasters

People/Groups: Systems Integration/Effectiveness; staff across campus; administration

Date: June 2009

Provide efficient online storage and access to current and legacy College business records

Actions: 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

Outcomes: Document scanning and links to Banner become regular practice in key administrative areas (HR, Controller, Advancement, Registrar)

People/Groups: Systems Integration/Effectiveness; Admin Systems; key staff across campus

Date: Phased implementation beginning November 2008; operational across campus June 2009.

Assist with Emergency Response web pages (as requested by Public Safety)

Actions: Assist in solicitating information and updating 'emergency' web sites

Outcomes: up-to-date information; consistent presentation of information, contacts, procedures

People/Groups: Public Safety; LIS Policy Advisor; LIS Asst. to the Dean

Date: March 2009 (alternative: August 2009 as part of web makeover implentation)

Communication

Prepare and update LIS reports, special guides, website

Actions:
a) LIS Yellow Pages for student orientation
b) Annual Report to summarize activities
c) Website updates/revision

Outcomes: community learns of LIS services, goals, accomplishments

People/Groups: many staff across LIS

Date:
a) September 2008
b) November 2008
c) ongoing & incorporated with Web Makeover (August 09)

Security

Develop formal information security policies & procedures

Actions: modeled on programs at other academic institutions, consolidate existing information & 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 & procedures. Examine use of

Outcomes: Consistent, well-documented procedures to follow should a security breach occur

People/Groups: Systems & Infrastructure; Controller's Office; Registrar; College Administration

Date: April 2009

Promote security awareness 

Actions: Develop community awareness of potential risks in disclosure of confidential information through MiddPoints and other communication vehicles

Outcomes: Informed community; reduced risk of exposure

People/Groups: Policy Advisor; Human Resources; Systems & Infrastructure; User Services; targeted College/MIIS units

Date: ongoing, beginning December 2008

Compliance

Synthesize practices and promote copyright awareness in response to August 2009 federal legislation regarding filesharing

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)

Outcomes: compliance with the law

People/Groups: Policy Advisor; Dean of Students and C-CAL offices; Campus newspaper;

Date: commencing Sept 2008 and ongoing; goal of major news release or communications every 2 months.

Work with Controllers' office on PCI/Credit-Card security

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&I staff online system security for credit card transactions

Outcomes: Full staff (incl. student employees) awareness of risks and responsibilities in handling credit card transactions

People/Groups: Policy Advisor; S&I; Controllers' Office; affected departments & staff members across campus offices and sales points

Date: Fall/Winter 2008-09

Implement data/records retention policy and periods; seek formal approval; work with HR/Controller/others in defining record retention periods

Actions: Write data/records retention policy and circulate for review/approval; suggest models for defining data/records periods.

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)

People/Groups: Policy Advisor; Controller & HR offices

Date: Fall 2009

Develop Information Security Profile (HIPAA, GLBA, FERPA, etc.)

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.

Outcomes: Easy-to-use documentation made available to key offices and auditors

People/Groups: LIS Policy; Systems Effectiveness; Data Integrity Group; Controllers, Registrar, Health Center, Human Resources

Date: January 2009

Internal Efficiency

Evaluate cost-effectiveness of copyright annual license; develop best methodology for posting course readings in light of copyright considerations

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 & web course pages & 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

Outcomes: Develop cost-benefit model of course packs/reprographics printing of articles cf. PDFs in light of license costs, print management, etc.

People/Groups: Reserves & Circulation staff (Midd & MIIS); Coll. Mgmt. (metadata, descriptive input); Curricular/Web technologies; College Store; faculty

Date: Winter 2009

Enhance solicitation and deposit of materials in institutional digital repository

Actions:
a) Implement plans for deposit of student publications (print to digital; born-digital) and major institutional department archival materials;
b) amend current documentation provided to College units for retention of archival print materials to include digital files
c) enhance collection/processing of senior theses and other documents via web

Outcomes: increase campus awareness of archiving materials; make procedures easy to follow (web-based)

People/Groups: IR Working Group; Reprographics 

Date: Winter-Spring 2009

Systems & Infrastructure

Infrastructure

Increase the redundancy of critical systems

Actions/milestones:
Move Banner development server from Voter to the Library - New server ordered November 2008 to replace diamond to be installed in the Library.
Expand usage of VMware for redundancy - Two new VMware servers coming online November 2008. Move two servers to Library to increase capacity - December 2008
Exchange in a clustered environment - July 2008
SAN presence in Voter East, Voter West and Library data centers - 4gb Fiber Channel network - November 2008

Extend Fiber channel network to Carr Hall; ensure adequate power, Move EMC CX600 from Voter to Carr -December 2008
Procure and install monitored UPS for building wiring closets - Deferred due to lack of funding.
Implement DNS and DHCP redundant/clustered solution -Demo unit to arrive December 2008.
Secure Off-Site Web Hosting Account – December 2008
Replicate Mission Critical (DAS) Services – May 2009
Provide additional UPS power to telephone nodes without generators – January 2009.
Test LIM batteries every 6 months and replace as necessary – most recently tested November 2008.
People/areas involved: central sys, database apps & sys, tel serv, facilities services, integration and effectiveness
Dates: See above

E911 server replacement and upgrade

Actions/milestones: install new software and hardware on server and client machine, 911 calls successfully connect and identify; client machine can record calls; achieve savings by using existing PRI circuits, remove older equipment and telephone company service charges.
People/areas involved: central sys, tel serv, telecom contractor, public safety
Date: August 2008

Provide adequate storage space for College’s growing infrastructure

Actions/milestones: Add 28 TB of storage to the Library and Voter SANs
People/areas involved: central sys, requests from college community for additional storage space
Date: November 2008

Assess and ensure adequate power in all data centers with an eye toward green initiatives

Actions/milestones: Work with Facilities Services to upgrade UPS systems in Voter Hall – November 2008
Balance systems among our three data centers to maximize power efficiency and ongoing measurement and monitoring of power consumption - October 2008
Reduce our carbon footprint, e.g. AC to DC power – as funding becomes available for capital projects
People/areas involved: central sys, facilities services and, Carol Peddie
Dates: See above

Provide integrated voice services for the Snow Bowl

Actions/milestones: fiber successfully running network services; research, recommend and purchase IP voice system. System installed, tested and cutover.
People/areas involved: tel serv, Snow Bowl manager, telecom contractor, central sys
Date: May 2009

Administrative Efficiency

Participate in the Web makeover projects

Actions/milestones: Replace Microsoft Content Management Server.
People/areas involved: College admin, LIS admin, database app & sys, designated staff
Date: September 2010
Actions/milestones: Global Visual Web Redesign for www.Middlebury.edu.
People/areas involved: College admin, LIS admin, database app & sys, designated staff
Date: Project kicked off October 2008, Phase One complete by August 2009
Actions/milestones: Global Visual Web Redesign for www.MIIS.edu.
People/areas involved: College admin, LIS admin, database app & sys, designated staff
Date: Project kicked off October 2008, Phase One complete by August

Upgrade to Banner 8

Actions/milestones: 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.
People/areas involved: admin sys, database app & sys, central sys, and functional areas
Date: December 12, 2008; postponed to no earlier than March 2009, Leads has not yet set a new live date but early 2009 is expected.

Integrate Monterey’s information technology needs into our overall environment

Actions/milestones: Continue to provide implementation, integration, and support services to Middlebury and Monterey staff for implementation of Banner Student and Financial Aid modules.
People/areas involved: admin sys, database app & sys, central sys, and functional areas
Date: Ongoing through July 2010 live date (with various due dates for separate pieces of the implementation scheduled separately by the MIIS Student Implementation Team).
Actions/milestones:Hosting of faculty/staff/student email
People/areas involved: admin sys, central sys, and functional areas
Date: August 2008
Actions/milestones: Load Monterey basic student data to enable programmatic email account generation for all full time registered Monterey students.
People/areas involved: admin sys, database app & sys, central sys, and functional areas
Date: October 2008 – Completed for Monterey staff student workers only.
Actions/milestones: Support Monterey retirement plan review and redesign; implement system and program changes when identified.
People/areas involved: admin sys and Human Resources
Date: December 2008
Actions/milestones: Provide technology consulting.
People/areas involved: admin sys, database app & sys, central sys, and functional areas
Date: Ongoing through July 2010

Complete Hyperion System 9 migration and Hyperion Basic Training curriculum

Actions/milestones: Server procured, software installed, data migrated, end users training, environment tested.
People/areas involved: admin sys, database app & sys, central sys, and functional areas
Date: November 2008

Improve efficiency and operations of our administrative systems environment

Actions/milestones: 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.
People/areas involved: admin sys and functional areas
Date: November 2008
Actions/milestones: Development of Banner/List Manager Web Interface
People/areas involved: admin sys, database app & sys, and functional areas
Date: December 2008
Actions/milestones: 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.
People/areas involved: admin sys and functional areas
Date: February 2009
Actions/milestones: Refinement of Online Room Draw Process
People/areas involved: admin sys, database app & sys, and functional areas
Date: February 2009

Actions/milestones: Develop method of validating building names in Banner campus address records to ensure data accuracy in all systems, including AlertFind and web directories.
People/areas involved: admin sys, central sys, tel serv, and functional areas
Date: March 2009
Actions/milestones: Support campus wide paperless initiatives by providing Banner enhancements when identified.
People/areas involved: admin sys and functional areas
Date: June 2009


Supplement gaps due to staff vacancies or lack of specialized knowledge

Actions/milestones: Re-negotiate Hyperion Professional Services Contract with Velaris; continue remote DBA agreement until DBA hired.
People/areas involved: admin sys, database app & sys, central sys
Date: December 2008
Actions/milestones: 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.
People/areas involved: admin sys
Date: December 2008

Replace campus voice mail system that is at the end of its support life

Actions/milestones: Vendor pricing based on different sized system – November 2008; Re-visit the practice of provisioning students with basic voice mail service with support of DOC and Presidents’ staff – December 2008; present to President’s Staff
People/areas involved: tel serv, central sys, LIS administration, Dean of College, President’s staff, student leadership groups.
Date: August 2009

Craft a multi-year campus voice strategy which may be folded into a strategic technology convergence plan

Actions/milestones: Investigate ways of providing cost-effective and beneficial voice services to meet future needs; research wireless voice, IP telephony, unified communications, and voice recognition/operator services
People/areas involved: tel serv, LIS administration, LIS S&I, additional campus constituencies to elicit voice preferences.
Date: March 2009

Academic Resources

Analyze Market for Segue, Concerto and Harmoni

Actions/milestones:
• Position Segue, Concerto and Harmoni in the "academic technologies" market
• Differentiate Segue, Concerto and Harmoni from comparable systems in the market
• Draft business plan for Segue, Concerto and Harmoni
• Submit Market Reseach report to LIS administration
People/areas involved: Alex Chapin, Adam Franco, Tom Cutter, Mike Roy
Date: January 2009

Design sites that aggregate documentation and possibilities of current and emerging technologies

Actions/milestones:
• Research emerging technologies and the possibilities they introduce
• Develop taxonomy of current and emerging technologies
• Document each technology
• Compile lists of examples
People/areas involved: Alex Chapin, Adam Franco, other academic technologists
Date: Ongoing
More information can be found at https://segue.middlebury.edu/sites/ttlr

Develop MiddTube video management application

Actions/milestones:
• Create a MiddTube web application for managing video uploads from Middlebury community;
• Create SOAP API to MiddTube application;
• Create video upload/access user interfaces using SOAP API in Segue, Wordpress, and current WWW CMS and/or new college CMS
People/areas involved: Adam Franco, Ian McBride
Date: March 2009

Develop a new course catalog site with faceted search UI

Actions/milestones:
• Request access to a view of course catalog information from Banner
• Create a web application to display course catalog information
• Refine this application to allow for faceted search and browse
• Integrate this application with the current course websites database listing
People/areas involved: Alex Chapin, Adam Franco
Date: March 2009

Develop Services for Sharing Data Across Applications

Actions/milestones:
• Integrate access to Concerto assets, collections and exhibitions into Segue v2
• Create web services for getting role and/or activity information from Segue, WordPress and Measure and possibly other systems
People/areas involved: Adam Franco
Date: June 2009

Refine Segue v2 to improve user experience

Actions/milestones:
• Implement all the features of Segue v1 in Segue v2
• Refine UI so it is more intuitive and efficient
People/areas involved: Alex Chapin, Adam Franco
Date: ongoing

Update language learning resources for mobile platforms

Actions/milestones:
• Embed metadata into new Japanese audio resources
• Update existing language learning resources as needed
People/areas involved: Alex Chapin, Adam Franco
Date: ongoing

User Centricity and Involvement

Develop a community of users and developers around Segue, Concerto and Harmoni

Actions/milestones:
• Promote Segue, Concerto and Harmoni beyond Middlebury through documentation and presentations
• Collaborate/partner with other developers/institutions/initiatives to promote open standards and services including possibly:
o O.K.I. to develop and promote OSIDs
o The UOC CAMPUS project and Sakai developers to develop an enterprise service bus
o Project Bamboo to develop a services framework
• Update Harmoni OSID implementations to latest version of OSID and include service bus
People/areas involved: Alex Chapin, Adam Franco, Tom Cutter, Mike Roy
Date: Ongoing
More information can be found at https://segue.middlebury.edu/sites/segue
http://concerto.sourceforge.net/
http://harmoni.sourceforge.net/
https://segue.middlebury.edu/sites/codelab
http://www.okiproject.org/
http://projectbamboo.org/
http://fluidproject.org/
http://www.lafarga.org/campus/en/


Assessment

Analyze Segue and Concerto usage

Actions/milestones:

• Define important usage parameters for analysis
• Develop reporting functions to run usage queries
• Integrate reporting functions into Segue administrative user interface
• Collaborate with others to create a user community survey
People/areas involved: Alex Chapin, Adam Franco
Date: February 2009

Internal Efficiency

Maintain instances of curricular systems (Segue, WordPress, Measure, MediaWiki, Concerto, StudyDB)

Actions/milestones:
• Update applications as needed
• Add plugins as needed
People/areas involved: Alex Chapin, Adam Franco, Joe Antonioli
Date: ongoing

Define development and implementation workflow

Actions/milestones:
• Document current development and implementation workflow
• Compare Academic and Administrative Technologies development and implementation workflow procedures
• Collaborate with Administrative Technologies groups to define common development and implementation workflow practices
People/areas involved: Alex Chapin, Adam Franco
Date: ongoing


Security

Protect the security of our administrative systems and the data they contain

Actions/milestones: Complete lockdown audit project to lockdown delivered schema accounts to increase security of Banner databases.
People/areas involved: admin sys and database app & sys
Date: March 2009


Compliance

Develop ability to deliver licensed applications on demand, anywhere, anytime

Actions/milestones: Roll out Thin Client Pilot Project to selected areas; explore other delivery options for licensed software.
People/areas involved: central sys, lab support
Date: April 2009

Continue to work with the Controllers office on cell phone policy changes that address personal use tax issues

Actions/milestones: Confirmation of new cell phone policy. Provide consultation for new policy; if stipend program, organize transfer of cell devices from business to personal use; if another policy, provide required support.
People/areas involved: VP for administration and finance, tel serv, controller’s staff
Date: June 2009

Communications

Manage on-going database maintenance and training for the AlertFind emergency notification system

Actions/milestones: Regular campus-wide testing of system – fall, spring, and summer. Instruct administrators on new release features as introduced.
People/areas involved: tel serv, public safety, AlertFind administrators, central sys, database apps & sys, admin sys
Date: Ongoing

Consortial

Provide support to Communications area for Middlebury Online Community www.MiddleburyAlumni.org (Harris)

Actions/milestones: Contract signed, data feed provided, environment tested
People/areas involved: admin sys, database app & sys, Career Services, College Communications
Date: May 2009



User Services

Circulation Services

Assessment

Goal: Develop reliable and accurate measurements at circulation service points to document activity and quality of services.
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.
Possible actions: review and revise current processes; workshops; policies that promote consistent, accurate gathering and recording of numbers and observations.
People/areas involved: Circulation. ILL, User Services

Date: June 09


Staff and Organizational Development

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.
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.
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.

People/areas involved: Circ, SEO, HR, User Services, LIS
Date: June 09


Goal: Increase opportunity for collaboration and communication with Public Safety
Outcome: Foster good working relationship with PS Officers
Possible actions: meet with Head of PS; plan a joint workshop with HR; Circ open house

People/areas involved: Public Safety, Circ,
Date: March 09


Goal: Create effective schedule of Circ meetings and paths of communication within workgroup
Outcome: Effective meetings; well attended; active participation; all members of the team utilize blogs for communication and wiki for documentation; opportunity for staying informed
Possible Actions: Read GTD; HR workshop on communication; blog and wiki workshops

People/areas involved: Circ, Reserves, Stacks, HelpDesk, HR
Date: March 09


Academic Resources

Goal: Reduce error rate at check-in/check-out and re-shelving.
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.
Possible actions: training programs; set standards/expectations/policies for supervisors and student workers; develop workflows that reduce potential for errors.

People/areas involved: Circ, Reserves, ILL, Stacks
Date: Feb 09


Goal: Develop Media Materials Workflow.
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.

People/areas involved: Circ, Reserves, P&P, Collections Management, Media Services, Film Screenings, Helpdesk
Date: Feb 09

 
Security

Goal: Develop workflow policies/processes and standards for removing personal data from loaner equipment.
Outcome: Data removed from equipment before next loan.

People/areas involved: Helpdesk, Circ, Media Services, Lab Manager
Date: Feb 09


User-centricity and involvement

Goal: Design and develop borrower services and staff efficiencies in concert with other LIS work areas to support the college strategic directions
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
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

People/areas involved: Circ, Reserves, LIS, Systems, Media Services, Liaison/Consulting/Project Management
Date: June 09


Goal: Increase use of self-check machine at Main for routine check-out of books
Outcome: self-check use increased by 25%
Possible actions: signage; location; staff promotion/encouragement

People/areas involved: Circ
Date: June 09


Internal Efficiency

Goal: Develop a proposal for staffing plan; LIS services, circulation workflows for Davison Library during BLSE and BLWC Summer 08
Outcome: Comprehensive LIS services provided to Bread Loaf School of English and Writers' Conference community
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

People/areas involved: Circ, Reserves, ILL, Ref, BLSE, BLWC, Systems
Date: April 09


Facilities and Space

Goal: Complete major collections shift on upper level at Main
Outcome: Space for growth; even distribution of current collection; space for peak return periods

People/areas involved: Stacks, Circ
Date: June 09


Goal: Collaborate of space improvements at all locations
Outcome: User spaces that respond to feedback and changing needs
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

People/areas involved: Circ, LIS, HR, Ref, User Services
Date: June 09

Helpdesk

Internal Efficiency

Goal: STANDARDIZATION of policies and approaches to various Help Desk functions and tasks:

i. Communications
ii. Change Management
iii. Process: Call-Center, Walk-in Center, Service Center
iv. Role of Student Consultants - including expectations & privileges
v. Code of Conduct

Outcome: Consistency and standardization within Help Desk process, approach to need and resolution of incidents/requests/questions.
1. Reduce effort and costs associated with tasks
2. Clear and concise message, communication and understanding within Help Desk and external to Help Desk.

People/Areas involved: All Help Desk Staff members, all students involved with Help Desk.

Date: Completion dates as follows:
 Identification / Inventory of applicable areas of focus: December 12, 2008
- Milestone 1 – Code of Conduct: November 29, 2008
- Milestone 2 – Communication standards complete: December 12, 2008
- Milestone 3 – Change Management standards complete: December 19, 2008
- Milestone 4 – Process: CC, WI, SR complete: December 19, 2008
- Milestone 5 – Role of Student Consultants: December 31, 2008
Goal Completed: December 31, 2008


Goal: CENTRAL REPOSITORY of Help Desk Services administrative and procedural documentation (Internal). This central repository should be accessible by entire Middlebury community.

Outcome: Consistent and standard location to seek-out, update, and review pertinent internal LIS Help Desk documentation, policy, procedure, and guidelines.

People/Areas involved: Internal LIS Help Desk staff

Date: Goal Completed: January 30, 2008


Goal: REVIEW incident tracking system and process within Help Desk. Determine feasibility to continue with HEAT versus another enterprise tool. Review and analyze workflows (internal & external customers) for incident tracking for the purpose of finding efficiencies and streamlining tasks.

Outcome: >Answering the question: Are we utilizing and exploiting the available tools for incident tracking at present?
>Answering the question: Is our approach and workflow for internal and external customers efficient?
>Identify waste and eliminate
>Identify areas for improvement and implement changes toward that end…
>Improve customer experience

People/Areas involved: Internal LIS Help Desk staff; external LIS customers

Date:
- Review HEAT workflows Complete: December 14, 2008
- Review End-User needs for system Complete: December 31, 2008
- Review/Evaluate alternative products Complete: December 31, 2008
- Evaluate changes & Test (2 months) Complete: January 30, 2009
- Implement applicable change(s) Complete: March, 2009
- Monitor changes / improvement plan Complete: March, 2009 – on-going

Goal Completed: March, 2009




User-centricity and involvement

Goal: SERVICE LEVEL AGREEMENTS (SLAs) 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.

Outcome: Build partnerships, establish protocols, and set expectations between appropriate LIS groups and external customer entities.

People/Areas involved: All Help Desk Staff members; all students involved with Help Desk; Department Heads and Group Managers (and associated staff).

Date:
- Identify Departments and contacts for SLA by: January 30, 2009
- Meet with all applicable department contacts to discuss agreement content/protocols: March 31, 2009
- Final Draft for All applicable Departments April 30, 2009
- Maintenance Plan for SLAs April 30, 2009
- Roll-out to LIS – All SLAs May 1, 2009 - ongoing

Goal Completed: May 01, 2008


Administrative Efficiency


Goal: EXAMINATION of existing asset tracking & Inventory system (Asset control and management define hardware, software, license key). Perform value-add/loss analysis and investigate possible replacement products or methodologies for calendar year 2009.

- Indentify current asset tracking requirements for LIS HD.
- Full review of component needs:
i. Software tracking
ii. Hardware tracking
iii. License tracking (Keyserver?)

Outcome: Knowing what we have and where it is; Cost associated with asset; Increased control over assets; More timely reporting of assets; Compliance; Integration into incident tracking system

People/Areas involved: All internal Help Desk Staff; All Help Desk student employees

Date:
- Hardware tracking (control process created – interim) Completed: November 14, 2008
- Review Control Plan and Implement (interim) Completed: November 21, 2008
- Electronic acquisition of assets Completed: November 28, 2008
- Physical acquisition and reconcile of assets Completed: December 31, 2008

Goal Completed: December 31, 2008

NOTE: This is a short-term strategic goal. The long-term need to improve and control our inventory process and actual assets and need to be re-examined after the interim period.


Education


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 & external Faculty and Staff), End-User Documentation, and Deployment schedule.


Outcome: Create and implement a consistent and standard approach to the implementation of Microsoft Office 2007 to the end-user community.

People/Areas involved: Internal LIS Help Desk Staff, All LIS staff and faculty

Date: January 23, 2009

Media Services and Distribution

Facilities/Space

Goal: Centrally manage and support 50% of smart classrooms.
Possible Actions: Utilize Crestron RoomView to manage all Crestron controlled classrooms, add new classrooms to management system as classrooms are upgraded.
Outcome: Increase ability of all Helpdesk staff members to troubleshoot problems in the classroom. Reduce unnecessary system on-time with remote shutdown processes each night. Increase data collection of room usage and maintenance.
People/Areas Involved: Media Services, Helpdesk, and Network/Infrastructure
Date: March 09


Goal: Standardize 100% of smart classroom control systems.
Possible actions:
All Crestron/AMX rooms will have the same terminology, a similar layout, and respond similarly to button pushes. Update all classroom documentation.
Outcome: Reduce number of “emergency” phone calls from faculty and staff.
People/Areas Involved: Media Services and Helpdesk, input from faculty and staff
Date: June 09

Administrative Efficiency


Goal: Develop and implement 5 year (budget dependent) classroom upgrade cycle.
Outcome: Improve planning and maintenance of classroom technology. Assist LIS in planning for future needs of faculty and staff.
People/Areas Involved: Media Services, LIS Administration, Registrar, and Event Scheduling
Date: December 08

Goal: 90% inventory accuracy of all computer and media equipment distributed by LIS.
People/Areas Involved:
Media Services, Helpdesk, LIS Administration, and College community
Date: January 09


Academic Resources

Goal: Increase video conferencing locations by 50%.
Possible Actions:
Upgrade LIB145 and/or a room in McCardell Bicentennial Hall. Add additional mobile units that can be setup in different locations across campus.
Outcome: Provide means for faculty and staff to collaborate with colleagues without the need for travel.
People/Areas Involved: Media Services, Helpdesk, and Network/Infrastructure
Date: February 09


Education

Goal: Offer Classroom Training classes as part of LIS Workshop series.
Possible Actions:
Create classes that are focused on the two different control systems utilized on campus. A class for individuals we partner with across campus to support events or lectures.
Outcome: Classroom projection emergencies reduced by 25%. Improve confidence of faculty and staff that utilize classroom technology for training or teaching.
People/Areas Involved: Media Services, Helpdesk, and College community
Date: January 09

 
Internal Efficiency

Goal: Develop and implement single image for all commonly used manufacturers and types of computers distributed by LIS.
a. 1 image can be used on all Dell desktops
b. 1 image can be used on all Dell laptops
c. 1 image can be used on all Apple desktops
d. 1 image can be used on all Apple laptops
Outcome: Improve the level of support to our users. Reduce staff workload in trying to maintain 8+ images. Create standardization and assist in automating the distribution process further.
People/Areas Involved: Media Services, Helpdesk, and Network/Infrastructure
Date: March 09

 
Goal: Reduce current configuration and setup of distributed computers from 1 hour to 30 minutes.
Outcome: Improve efficiency in distribution process to faculty and staff. Free staff time to focus computer support issues.
People/Areas Involved: Helpdesk
Date: June 09

 
Goal: Remotely manage 100% of desktop and laptop computers that are connected to the network.
Outcome:
Improve ability to support user requests for software installation or computer help. Improve efficiency of computer support staff to resolve issues for users.
People/Areas Involved: Helpdesk and Network/Infrastructure
Date: June 09





Powered by MediaWiki