54
Librarian, President of Novare Library Services, and author of Library Technology Planning for Today and Tomorrow Diana Silveira

Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

  • Upload
    others

  • View
    4

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Librarian, President of Novare Library Services, and author

of Library Technology Planning for Today and Tomorrow

Diana Silveira

Page 2: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

LIBRARY TECHNOLOGY PLANNING:TODAY AND TOMORROW

Page 3: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

AGENDA

o Getting Started

o Defining Options

o Making a Plan

o Successful Implementation

o Ongoing Success

Page 4: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

GETTING STARTED

Page 5: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WHY DOES YOUR LIBRARY NEED A TECHNOLOGY PLAN?

o We haven’t had a technology plan up to now, and things seem fine. Why change?

o There’s not enough money to add new equipment, so why should we even bother with planning for technology?

o Let’s just continue to deal with technical issues as they arise.

o It’s easier to “go with the flow” and buy new technology when we have some extra funds.

o The city’s (or county’s or school district’s) IT department handles technology for our library, so we don’t need to worry about it.

Page 6: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ASPECTS OF A TECHNOLOGY PLAN

o Technology assessment

o Community input and the definitions of options

o Goals and outcomes

o Planning (timeline)

o Budgeting

o Criteria for evaluation

o Planning for the future

Icon from https://www.flaticon.com

Page 7: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

STARTING POINT:TECHNOLOGY ASSESSMENT

Page 8: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WHY DO YOU NEED A TECHNOLOGY ASSESSMENT?

o Replacing technology that is not the highest priority or skipping technology that is in dire need of replacement.

o Buying technology that the library may already have.

o Missing the big picture

o Failing to create buy-in for new technologies.

Page 9: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WHAT TECHNOLOGY TO INCLUDE?

o Internet Access

o Routers and Firewall(s)

o Hardware (staff and public)

o Software (staff and public)

Page 10: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

EVALUATE CURRENT USAGE

o What statistics do you have?

o What statistics/data do you NEED?

Surveys

Setting up data collection

o What is the availability of the item? Does this affect its usage?

Page 11: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WHY COULD TECHNOLOGY BE UNDERUTILIZED? WHY DID USERS/STAFF REQUEST WHAT YOU ALREADY HAVE?

o Does it meet the need of users?

o Lack of promotion

o Lack of visibility

o Lack of proximity

o Limited access

o Is the technology maxed out?

Icon from https://www.flaticon.com

Page 12: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Icon from https://www.flaticon.com

Page 13: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

DEFINING OPTIONS

Page 14: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

START TO IDENTIFY CRITICAL ISSUES

o Software upgrades/Version control with software

o Security

o Compatibility of devices

o Obsolescence or hardware that is approaching the end of its useful life

Page 15: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

GATHERING INPUT FROM COMMUNITY, STAKEHOLDERS, AND STAFF

Image from Storyblocks

Page 16: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

“UNDERSTANDING LOCAL DEMOGRAPHICS WILL HELP FOCUS YOUR TECHNOLOGY PLAN SO THAT IT CATERS TO YOUR

SPECIFIC COMMUNITY.” Icon from https://www.flaticon.comImage from Storyblocks

Page 17: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

CONNECTING YOUR PLAN TO YOUR COMMUNITY

o Who are your users? Who is your community now? How is it changing?

o How is your community changing, and what demographic trends are expected over the next few years?

o Is your community aging? Are families with young children moving in?

o How is your area changing?Image from Storyblocks

Page 18: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

DETERMINING STAFF NEEDS

o How do staff needs vary from your users?

o What software does staff need/want?

o How do the needs differ by staff/location in the library?

o How do you plan to gather and understand their needs?

Image from Storyblocks

Page 19: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

DETERMINING GOALS

Page 20: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

GOALS AND OUTCOMES

o Goals: ‘defines the destination.’

o Outcomes: ‘the specific and measurable steps to achieve the goal.’

Image from Storyblocks

Page 21: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

SAMPLE

Source: https://www.loc.gov/strategic-plan/goals-and-objectives/

Page 22: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

HOW DOES THE SPECIFIC TECHNOLOGY MEET YOUR GOALS?

Example:

Standardize and boost user support for technologies within the library.

Outcomes:

o Increase Patron Computer Usage by 20%

o Increase Database Usage by 15%

o Standardize versions of software within the library

Page 23: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Icon from https://www.flaticon.com

Page 24: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

EVALUATING TECHNOLOGY

Page 25: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WHAT GAPS DID YOU SEE THAT NEED TO BE PRIORITIZED?

Image from Storyblocks

Page 26: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

DO YOU SEE SIGNIFICANT TRENDS WITH YOUR STATISTICS?

Image from Storyblocks

Page 27: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ANALYZING LARGER TRENDS AND HOW THEY FIT YOUR LIBRARY’S NEEDS

Mixed Reality

Cybersecurity

Makerspaces

Mobile

STEAM

Innovative technologies

Smart Assistants

Robotics

Resources for:

Small business/entrepreneurial tools

Workforce Development

Homework Help

Basic Digital Literacy

What other trends do you see? For this year? Within five years?

Page 28: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ASSISTIVE TECHNOLOGY

o Are you meeting the needs of seniors, disabled users?

o What specialized hardware, software do you need?

Icon from https://www.flaticon.com

Page 29: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

EVALUATING TECHNOLOGY

o Usability

o Performance

o Price

o Quality of technology itself

o Warranty

o Support

o Quality of the final product

Icon from https://www.flaticon.com

Page 30: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

BUDGETING

Page 31: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

HOW DOES PURCHASING WORK AT YOUR LIBRARY?

o What are the overall procedures and deadlines?

o Do you need to bid?

o Is there a contracted company?

o Do purchases go through a different department?

Image from Storyblocks

Page 32: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

IDENTIFYING EXPENSES: ONE TIME/ONGOING

o SaaS

o Hardware

o Staff

o Maintenance (internal or outsourced)

o Connectivity Bandwidth

The key to

success is to

ensure the

technology has

the

infrastructure

to thrive.

Page 33: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ASSOCIATED COSTS TO CONSIDER

o Furniture

o Building Modifications• Construction

• Technology Infrastructure

• New Electrical Needs

o Launching Costs

Image from Storyblocks

Page 34: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

FINDING FUNDING

o Local Government

o Library

o Larger Institution

Outside the box

o Grants

o Community & Strategic Partnerships

o Crowdsourcing (Pros and Cons)

Image from Storyblocks

Page 35: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Icon from https://www.flaticon.com

Page 36: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

MAKING A PLAN

Page 37: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

LOGISTICS TO INCLUDE

Infrastructure

Construction

Hardware

Software

Implementation

Training

Launch

Ongoing

training

Ongoing

marketing

Ongoing

Maintenance

Page 38: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

LOCATING TECHNOLOGY IN THE LIBRARY

o Who is your target audience?

o What noise level is expected?

o What foot traffic will the new technology generate?

o Will the technology lend itself to collaborative work?

o Do you want to highlight the technology?

o How will people find it? Icon from https://www.flaticon.com

Page 39: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

SUCCESSFUL IMPLEMENTATION

Page 40: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ASSIGNING TASKS

o Each item on the timeline needs to be broken into specific tasks

o Who is responsible for each component task?

o Provide deadlines for each step, so the plan can move forward

o Create ’checks’ to ensure the project is on schedule

o Large implementations

Project Management Software

Calendaring Software

Page 41: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

COMMUNICATION IS KEY

“When staff, users or stakeholders are left on their own to figure out what is going on, the result can be a lack of buy-in, general confusion, and—even worse—the circulation of misleading information. A new development, such as when the children’s department will get new

computers, should not be a mystery to anyone. Avoid situations where staff can only shrug their shoulders in response to questions from

library users. Transparency is important beginning with the earliest steps in developing a technology plan; it’s even more vital during the

implementation phase.”

Library Technology Planning for Today and Tomorrow: A LITA Guide

By Diana Silveira

Page 42: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING & TRAINING

Page 43: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

TRAINING

o Without ongoing training, technology is often underutilized

o Decide who needs to be trained and at what level

o Explore: hands-on, online, and self-paced

o Creating accountability with staff

o Training should be ongoing

Icon from https://www.flaticon.com

Page 44: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

MAINTENANCE

Image from Storyblocks

Page 45: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

CREATE A MAINTENANCE CHECKLIST

o Daily

o Weekly

o Monthly

o Quarterly

o As-needed

** Assign Responsibility for each item.

Icon from https://www.flaticon.com

Page 46: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

MARKET SERVICES

Image from Storyblocks

Page 47: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

WRENCHES IN YOUR PLANS

Image from Storyblocks

Page 48: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

ONGOING EVALUATION

Page 49: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

GATHERING STATISTICS

o Set-up before or during installation

o What analytics do you need from each technology?

o How can this information be collected?

o Collect Regularly

Page 50: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

CONTINUALLY EVALUATE: AM I MEETING MY GOALS

o User Feedback

o Usage Statistics

o Anecdotal Evidence

o Training Numbers

Icon from https://www.flaticon.com

Page 51: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

SEEING ISSUES? WHAT IS THE REASON?

o Training

o Maintenance

o Charging

o Audience

o Location

o Marketing

Icon from https://www.flaticon.com

Page 52: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

PLANNING FOR THE FUTURE

o Use your technology assessment as a living document

o Document recommendations for next time

o Add who worked on the plan

o Add a timeline for the next plan

Icon from https://www.flaticon.com

Page 53: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Icon from https://www.flaticon.com

Page 54: Library Technology Planning: Today and Tomorrow...Library Technology Planning for Today and Tomorrow: A LITA Guide By Diana Silveira BUILDING SUCCESS INTO THE PLAN: MAINTENANCE, MARKETING

Diana SilveiraNovare Library Services

[email protected]

Roman & Littlefield

30% off discount code: RLFANDF30