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J. Eugene Smith Library

The Eighth Library Retreat 2003

May 30, 2003

Location: Johnson Room, J. Eugene Smith Library

 

Present: C. Abatelli, D. Barrett, M. Berlin, B. Butler, C. Coates, K. Collins, H. Cook, N. Eshelman, T. Fu, B. Gamzon, S. Herzog, T. Hurt, K. Jacobi, R. Kokoska, G. LaHaie, M. Lucas, C. Moore, J. Murack, B. Nelson, D. Oppelt, G. Owusu, G. Robinson, G. Shoffstall, D. Simpson, S. Smith, A. Stanley-Gorling

 

Absent: E. Luering, L. Loomer

 

Opening and Opening Remarks by Dr. Pachis 8:30-9:30 A.M.

 

Tina welcomed everyone to the eighth library retreat. She spoke about previous retreats and that this one would be her last. She expressed appreciation for the privilege of working with the group and felt that the first retreat started in 1996, and the focus was on planning for a smooth transition to the new building, and that it was appropriate that her last retreat is in the Johnson Room of the completed facility. She introduced Dr. Pachis and appreciated his coming every year to the retreat to set the stage for our planning.

 

Dr. Pachis spoke to the library staff. He said that the President said we must emulate excellence and Dr. Pachis feels that that is what the library does. Also that the president said that it is a great feeling to know that you are successful. He said that both he and the president are very grateful to the library staff for all the work and for doing such a great job. He praised the library for reaching out to the university community and making them part of the library. With new technologies always coming, library jobs will always be exciting. We have to keep on pushing different sources of learning and to work with faculty to bring more students into the library. He encouraged the library staff to do more of the outreach and become partners with the classroom faculty, providing our students with learning opportunities.

 

It is important to have retreats to be able to get everyone’s input in one place. We are always so busy and it is important to stop and plan.

 

There will be a lot of construction on campus and that will not be stopped because of budget restrictions.

 

He thanked Tina for all her years and spoke about working with her. He appreciates all that she has done and told the staff about how much she has done.

 

There were questions about budget cuts and restrictions. The president believes in “taking care of home first.”

 


Review of the Goals and Objectives for 2003 9:30-10:30 A.M.

 

Library Priority One: Promoting Academic Excellence

 

1.1 The library will identify the research and scholarship needs of the university and build and expand the library’s collection and access accordingly.

 

1.1A. One of the library professional staff will be elected to the Curriculum Committee in the FY 2004 election. Yes, Susan Herzog is on the committee.

 

1.1B. P & R Services will make use of the liaison program by targeting receptive university departments in FY 2003 to promote library resources and services. (Two library participants have already been appointed to participate in the Blue Sky program for FY 2003.) We have done this, but we need to continue.

 

1.1C. Collection Development Committee will finalize a draft Collection Development Policy as well as collection policies in Archives, Curriculum Center, and Government Documents by the end of December, 2002. (Area policies/procedures are the responsibilities of the librarians in those areas.) Yes, we have a final draft of Collection Development Policy; Archives, CC and Gov Docs. Each area needs to put a copy of the policy on the common folder and hard copy in the Admin. Office.

 

1.1D. The library will subscribe to one additional major science full-text database. We did not get inflationary increase this year; not done, but we are planning on this.

 

1.1E. The Curriculum Lab will open and provide service to the Department of Education faculty, students, and community users in September, 2002. The lab is open and we have had 80 classes this year.

 

1.2  The library will expand and improve Interlibrary Loan services, including new document delivery technologies and improvements.

 

1.2A. The library will purchase and Access Services will implement electronic reserves and ILL software and put in place policy, procedures and staff training in FY 2003. (A recommendation for the CLIO ILL system has already been made.) We bought CLIO; training for Millennium has been set up for summer. By the end of June, we should have the capability to do reserves digitally. Training should be done on CLIO by the end of summer.

 

1.2B. Access Services will implement and promote full-text document delivery in FY 2003. Part of the above.

 

1.3 The library will improve service to offsite users in FY 2003.

1.3A. The Library will hire a Reference Librarian to be charged with off campus service delivery. We have hired a Reference Librarian.

 

1.3B. P & R services will promote reference services in FY 2003 according to the library’s marketing plan. Reference services hours have been extended with an extra hour in the morning. Statistics have gone up. Campus Lantern is featuring a column and we have promoted reference services there.

 

1.3C. P & R services will explore chat reference technologies in FY 2003. We have explored but have not implemented.

 

1.4 The library will strengthen academic partnerships.

 

1.4A. Library staff will work with ECSU departments and programs like STEP-CAP, and Blue Sky in FY 2003. We have done this and will continue.

 

1.4B. Library administration, systems, and Tech services will continue to work with CONSULS libraries and other academic libraries in FY 2003. We have done this and will continue.

 

1.4C. P & R Services will partner with Continuing Education to expand user education session deliveries on remote sites by the end of FY 2003. Continuing Education has cut down on off site classes.

 

1.5              The library will provide timely access to new acquisitions.

 

1.5A. Technical Services will clear backlogs in original cataloging and curriculum materials by the end of FY 2004. We have cleared the Curriculum materials thanks to Rich Kokoska. Original cataloging is still backlogged.

 

1.5B. Collection Development will plan and propose an approval plan with faculty involvement in FY 2003. We are working on it. Vendors have been invited to do demos.

 

1.5C. Technical Services will explore giving incentives to faculty to submit orders by a certain date in FY 2003. They did very well this year; a letter was sent to builders explaining the procedures. We will continue.

 

1.6              The library will provide a collection in appropriate formats and provide access through an interactive network.

 

1.6A. Library systems will provide dependable Web access to the library’s virtual library. We moved our web away from campus server to our own and it is much more dependable.

 

1.7              The library will make collections and services accessible to users.

 

1.7A. Library will market room 235 in cooperation with ADA office. We have tried. We are working on trying to update the technology in this room. We need to move an adjustable table into this room.

 

Library Priority Two: Faculty, Staff, and Student Diversity

 

2.1              The library will support the recruitment of staff that will enhance the campus cultural and intellectual environment.

 

2.1A. Library will fill two support and five librarian positions with personnel in continuing appointment status, fully following university goals for diversity and equity, by the end of December, 2002. We have done our best; we definitely need to do more. The library will be losing more diversity through retirement/attrition.

 

Library Priority Three: Continuous Quality Improvement

 

3.1              Library will recruit and hire Reference and Reference/User Education librarians to address the NEASC requirement for information literacy.

 

3.1A. Two support positions and four out of five librarian searches are active, to be filled with continuing staff by the end of 2002. We have filled all positions except the Serials Librarian; except for attrition.

 

3.2              All library divisions will review and complete current policies in 2003.

 

3.2A. The library Administrative Office will be provided with copies of these to update their master file, available for staff perusal. Done; but not complete; needs to continue.

 

Library Priority Four: Integration of Technology

 

4.1              The library will maintain its information technology infrastructure through regularly scheduled PC upgrades and new servers.

 

4.1A. Library Systems will implement the library’s own web server by the end of August, 2002. Done.

 

4.1B. Library systems will completely replace all student and staff systems (172) in the library by the end of August, 2002. Done.

 

4.2              The library will foster appropriate and efficient use of library technology with information literacy modules, drop-in and online tutorials, (e.g. BILT) for administration, faculty, staff, and students.

 

4.2A. P & R Services will complete and test the five modules, with assessment tools, in Basic Information Literacy. The tests will be done by the end of FY 2003 with focus groups of faculty and students. The Basic Information Literacy units are to reside in the First Year Seminar, scheduled by the University to be implemented in Fall, 2003. The whole thing is delayed. The modules are done; Blue Sky is being expanded. By 2004, it should be available to every new student. The section on the library is a little bit weak: it is fortunate that a librarian has a seat in the planning committee so that issues of concern can be detected, addressed, and ameliorated.

 

4.2B. P & R Services will increase User Education sessions, including Drop-In sessions, by 10% by the end of FY 2003. We have delivered 162 in the current FY; increase of 25-30%.

 

4.3 The library will support the University’s distributed learning efforts. The university is not exerting efforts; library is not exerting efforts.

 

4.4              Access Services will continue to investigate the purchase of an e-reserve system. Continuing.

 

Library Priority Five: Showcase and market the library to the ECSU community.

 

5.1.            The Library will complete a library marketing plan with specific strategies for implementation by the end of August, 2002. Done: there is a Library Marketing Plan.

 

5.2              All library staff will show leadership and support for ECSU among professional organizations in the community, emphasizing ECSU’s role as the state’s public liberal arts university. Continuing.

 

5.2              Library staff will participate in STEP/CAP, IMPAC, & Blue Sky, as well as ALA, CLA, NELA, AAUP, CT GO DORT. Done and continue.

 

5.3              The library will continue its policy of access to the community with public borrowing policies, on-site use of the facilities and reference services, and university sponsored events. Will continue.

 

5.4 The Library will showcase library resources on campus and in the community with publicity, displays, exhibits, newsletters, brochures, and online publications, as well as involvement in community and campus events like the Boom Box Parade, the Bowl-a-Thon, Admissions Open House, new faculty, staff, and student orientations, etc. Continue; possibly explore radio time.  New marketing strategies need to be explored.

 


Reports: 1) Information Literacy; 2) Periodicals Use Survey and Content Analysis; 3) Library Marketing Plan 10:45 A.M.-12:00 Noon

 

1. Report on Progress in Information Literacy (Susan Herzog)

 

Susan reported that her goals for summer are to review comfort levels of instruction with librarians. We have five modules right now, but the 5th module is in outline form and it’s being put on hold. Susan has been accepted into the Information Literacy immersion program this summer. This is a really good opportunity to learn what other institutions are doing. She is also going to attend the Freshman (or First Year) program this summer in Vancouver: she plans to talk to the colleagues there dealing with IL instruction. She is organizing and revising the two web pages: User Ed and user guide pages.

 

Susan had distributed in the retreat packets the Information Literacy Services flyer. Take a look at it and let her know what you think. The flyer is for Public Relations and marketing to let faculty know what our services are. It also lays clear ground rules on how to schedule sessions.

 

The second page is a request for Information Literacy instruction session. The form is required from each faculty member to request IL session. She would like feedback on both flyer and form.

 

Susan reported that we are moving away from the idea of testing. Consulting with Barbara Wright, Assessment Officer, she doesn’t believe in doing post testing. If we do a pre-test that is easy that they can pass, that doesn’t make sense. If we give them one that they can’t pass, then their first experience with a university library is negative one, which is not good. Next year, we’ll start doing assessment.

 

Tina praised Susan’s effort on the part of IL to help us raise the awareness of IL, and that she played a key role in getting Information Literacy to be accepted by instructional faculty to be one of the core competencies.

 

2. Report on the Periodicals Survey and Analysis Project (Barbara Butler)

 

Barbara thanked Barbara Nelson for all her work on the serials/periodical survey. Barbara’s report follows:

 

The ABCs Of A Serials/Periodical Content Analysis Project In An Innovative Library

Why Analyze Serials/Periodicals Content?

-Serials costs are rising on the average of 10% per year and inflationary increases in the budget have not

 -Serials are expensive and comprise 51.7% of our collections budget

-Variety of formats available—print, microform, and electronic. Do we need this many formats?

-Opportunity to evaluate strengths and weaknesses of the collection

 

Questions To Ask

- What do we want to accomplish?

-  How will we conduct the analysis?

- What will be included in the analysis?

-What tools are available to assist?

- Do we have enough staff and resources to complete the project?

-Who will be involved in decision making?

 

Goals and Objectives

*This project is concerned with current titles, however, the Serials Department is counting usage of more than current titles. No counts are being recorded for:

- 19th Century Periodicals

- Current Newspapers

-  Connecticut Studies collections

-  Special Collections

-  Index and Abstract Area

 

Goals and Objectives

-At least three years pricing information

- Serials formats—print and/or microform

- Usage from September 2001-December 2002

- How much of usage is for ILL

- Titles that we hold in electronic format

-Who provides electronic access and dates of coverage

 

Available Resources

- Staff—support, librarians, and students

- CONSULS

-EBSCO’s Five Year Historical Price Analysis for print journals

-Microsoft Access

-Websites of electronic vendors for title lists of full text journals

- OCLC and Microsoft Excel for ILL transactions

 

Planning Process

- Summer 2001

- Serials Department prepares for use study of:

-   Current stacks—Print

-  Bound stacks—Current

- Bound stacks—Noncurrent

-  Microform—Current

-  Microform--Noncurrent

 

Use Study Preparation

* Summer 2001

-  Since serials are associated with check in records and do not have item records, CONSULS needed to be adjusted so item records could be attached to serial titles. This was accomplished by adjusting several codes and suppressing the item record from the public view

- Created lists of journal titles by location, format, and currency

-  Instead of barcoding each item, a Rolodex card was barcoded and the title was printed on the card. A sticker with a C (current), B (bound), or M (microform) was placed on the card

-  Current titles were prepared in advance, noncurrent titles were done as they were used

-  Signage printed and placed in journal areas so patrons did not reshelve materials themselves

- Additional book trucks placed in strategic locations

-  Microform boxes placed on top of cabinets for fiche and film

-   Number of drop pickups increased from two to three each day

 

Serials Use Study

*  September 2001

- Study begins

* As drops are picked up, they are counted in the Circulation module. Students wand in the barcode of the title that was used, and the system counts the use.

 

Putting It All Together

-   Usage data in CONSULS

- Current titles with three year price information in Microsoft Access database

-  Printouts of full text electronic titles from several sources—JSTOR, EBSCO, etc.

-  Printouts of ILL usage

- Barbara Nelson ran two lists—one of title information and usage from September 2001 when the study began to June 30, 2002. She ran another list of same information but from July 1, 2002 until December 2002

-  Nicholas took the lists and exported them to an Access database

- Greg analyzed ILL transactions from OCLC and provided separate reports of transactions from July 2001-June 2002 and from July 2002 until December 2002

- This was needed to compare how many times a title was used for an ILL and how many times the title was used by ECSU affiliated users

-  The data is available, but now I need to get it all compiled into one place, so we can make some analysis and provide reports to faculty

-   All the separate pieces of data were entered into the original Access database that Barbara Nelson keeps updated

- From that database I ran queries based on departmental code

 

Faculty Input

-   In January 2003, a memo was sent to all faculty members requesting their help with the project.

-  I explained that I would be sending them reports of their current journal subscriptions, three year price history, format, ECSU usage, ILL usage, and where the journal was located in an electronic format and the coverage of the online product

-  We included a Decision line for faculty and librarians

 

Reports Go Out

- In April 2003, the reports went to all liaisons, builders, and department chairs

-We asked that they return the reports with their cancellations noted by May 5, 2003

 

Challenges and Opportunities

- We do not keep serial price information in the CONSULS record so that information has to be kept in an Access database and manually updated

-  EBSCO’s Historical Price Analysis was incorrect. It did not include all of our titles and many of the prices were incorrect. They still have not figured out the problem, so we went with three years instead of five

-   When the CONSULS list was imported into Access, the fund codes did not come across the way I expected. They came across with two spaces preceding the code. This and other issues required that I clean up the database

-    Some uses are missed due to the nature of the project. It is impossible to count all the uses

-    Journals counted by Serials for ILL were not segregated from those used in house by patrons.

- The title lists of electronic titles from vendors and aggregators change constantly; they are not static. I had to pick an ending date and stop it then

 

Status of Serials/Periodical Content Analysis Project

- Most Departments have responded. Exceptions are Biology and Performing Arts

- EBSCO renewal list due in June

- Savings from previous analysis of print/microforms: $4,163.40

- Savings from current analysis to date: $20,867.73

 

Tina remarked that Barbara made a complicated and important project look simple and easy, and thanked the two Barbara’s and Karen VanZetten for their hard work.

 

3. Report on the Library Marketing Plan:

 

Tina went over the Library Marketing Plan and brought everyone up to date with what has happened and what is planned for the future.

 

Target Group: Faculty

-     ECSU Authors Events were coordinated by Tara and Camille. They have submitted a proposal for another event in the fall, and have proposed a poster (like the ALA READ posters) with Dr. Carter reading a favorite book. A second event will be planned for African American history month in February, and in April, possibly invite two publishers and two ECSU authors to talk about publishing. Camille and Tara also accepted the suggestion to propose an event for Alum weekend, inviting an ECSU alum author to speak. They would also assist Carol Abatelli with her grant to host the Frankenstein exhibit in March 2004.

-    E-reserves: it will have to be this summer for training, reported Greg.

 

Target Group: Students

-      Reserve a Librarian: done during User Ed session to have Susan and instructor walk around the room and help out students with their research.

- Banned Books is now a happening event in September. There will be people coming from UConn. It will be moved from Curriculum Center to the Johnson Room. It has gotten bigger than originally planned. It is not just United States books, but books from other countries. Hope has invited faculty members to talk about books in other countries as well as the United States. There is a CD that Hope authored which we may sell to build up our funds.

 

Target Group: Community

-      Increase the number of registered community users. We have provided community users with barcoded I.D. cards. We have approximately 1400 users. We have opened up our events to the community.

 

Target Group: Staff

New Staff and Marketing to Existing Staff. We have offered audiobooks and paperback exchange; Lunch and Learn sessions by Library staff.

 

A library marketing committee? It was decided to make up a committee for individual events.

A competition was conducted and Anka had the winning entry: Check It Out@Your Library

 

The group broke for lunch, 12 Noon to 1:15 P.M.

 

From 1:15-3:00 P.M., the three groups (Public & Research Services, Technical Services/Collection Development, and Administrative & System Services) broke to discuss their Division Goals. The group reconvened to have cake and then started reporting at 3:15 P.M.

 

Administrative and Systems Services: Nicholas Eshelman reported.

 

Improve End User Education

Action 1: Offer appropriate levels of training

New staff, millennium, III, other library systems (CLIO, E-Reserves, etc.) Ongoing

Action 2: Utilize outside resources

On campus, vendors, off-campus Ongoing

(Guy stated that redundancy has been created: for example, there has been cross training between Greg and him regarding the door system, and that he and Nicholas are backing each other up.)

 

Improve Library Web Pages

Action 1: Representation on University Web Group Done; Mike Berlin is on committee

Action 2: Working Web group in Library On hold pending University WWW rules approval

Action 3: Study feasibility of a systems Web page and online systems request form Will be available soon; clarified support for Johnson room

Enhance library information technologies

Action 1: IT replacement plan every three years New plan will be presented in March 2004

Action 2: Complete 2002 replacement plan Done

Action 3: Propose and implement new systems when appropriate Ongoing

 

Improve Communication from the Director’s Office

Done and continuing Ongoing

 

Continue with the Sunshine Committee - Ongoing

Action 1: Recognize staff Ongoing

 

Improve Problem Reporting re: Systems, Machines and Building Issues

Action 1: Mandate all staff to comply. System, machines, and building issues should be reported to the director’s office. Ongoing

 

Improve marketing of the Library

Action 1: Re-activate or activate the Friends group. On hold for new Director

 

Technical Services: Barbara Butler reported for the group.

 

1.      Policies and Procedures – update current policies and procedures for Collection Development, Gifts, Acquisitions, Serials, Cataloging – ongoing

2.      Database maintenance and authority control – started, ongoing, changed, will continue

3.      Training – Serials-done  MilAcq—in progress; MilCat—to do

CONSULS—lists done

OCLC Cataloging – still needed

 

Serials –

1. Hire Librarian, and a continuous appointment LTA – not done

2. Use Study – Project complete

3. Union List—up to date

4. Integrated access to full text journals all formats—to do

 

1.      Collection Development/Tech Services – hire tenure-track Librarian– done

2.      Cataloging – hire LTA (half time in Cataloging) – position reclassified

3.      Supply closet Deweys – done!

4.      ECSU theses –to do yet

5.      Backlog—Reduced except for original cataloging, which still has a backlog

6.      Location codes– up to date

7.      Labels – batch printing under review

 

1.      Acquisitions—hire new Librarian– done

2.      Approval Plan: in process

 

Technical Services Goals

1.      Study and reorganize our division (department)

2.      Staffing

3.      Gift surplus

4.      Serials Collection maintenance

5.      Revise student job descriptions

6.      Finish approval plan

7.      Training

 

Public and Research Services. Tara Hurt reported.

 

1.      Keep staff current with software, databases and any other necessary training.

2.      Collect existing policy & procedure statements and centrally store all procedure electronically.

3.      Maintain and update user brochures & guides (both print & electronic).

4.      Continue to monitor box and explore options for feedback.

5.      Continue to review Exit Survey output

6.      Continue to evaluate public services policies.

7.      Hold regular Public Services group meetings.

8.      Continue to revise and update “About Pages”

9.      Implement Millennium, Circ, ILL software and E-Reserves

10.  Mount electronic finding aids and pathfinders.

11.  Revamp outreach efforts under leadership of new reference librarian.

12.  Continue to update and revise unit web pages and research guides.

13.  Public & Research Services group work with Public Relations Committees and subgroups to continue events and programs.

14.  Explore and define alumni library privileges including alumni cards.

15.  Work with GEPC & Blue Sky Committee to explore most viable implementation of Information Literacy instruction.

16.  Clarification on procedures for marketing library events both on and off campus.

 

Tina thanked the entire group for their hard work and expressed that she hopes that we will continue to engage in planning in the future. Plan or be planned.

 

The retreat adjourned at 4:00 p.m.

 

 


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