Strategic Pillars
1. Strategic Initiative: Enhance Deep Collaboration Within PALNI [Pillar: Collaborate]
A. Goal: Identify collaborative staffing opportunities and priorities to enhance services and deepen expertise.
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- Action Item [Analytics] Using the WMS group reporting environment, develop methods and report templates for centralized statistics gathering, to support national survey responses
- Action Item [Staffing and Coordination]: Evaluate skills inventory mechanism with the goal of identifying methods to improve usage rates while maintaining usefulness
- Action Item [Staffing and Coordination]: Promote skills inventory use
- Action Item [Staffing and Coordination]: Analyze skills inventory data for skills gaps and education needs
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Action Item [Staffing and Coordination]: Identify gains and losses of resources in library areas and analyze whether it is appropriate for staffing collaboration
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Action Item [WMS Workflows]: Support workflow analysis and implementation and look for collaborative workflow possibilitie
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Action Item [WMS Workflows]: WMS Workflows and Analytics combined summit to optimize WMS analytics functionality by use of workflows which ensure data is captured
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Action Item [WMS Workflows]: Develop recommendations/best practices illustrating cause and effect within workflow
- Action Item [CMD]: Identify gaps and weak areas of the Community Space in order to improve collaborative efforts such as discussion, documentation, and project management.
B. Goal: Explore, assess, and implement effective collaboration models to support instructional technology.
- Action Item [Instructional Technology Steering]: Develop plan for Instructional Technology collaboration with administrators (connecting with Centers for Teaching and Learning programs) [in progress]
- Action Item [Instructional Technology Tool TF & Advisory]: Explore collaborative vetting and support for instructional technology tools [in progress]
- Action Item [LMS Evaluation TF & Advisory]: Complete a needs assessment and evaluation of LMS systems [in progress]
- Action Item [LMS Evaluation TF & Advisory]: Determine the feasibility of a shared LMS [in progress]
- Action Item [Instructional Technology Steering & LMS Evaluation TF]: Determine the feasibility of a collaborative LMS support helpdesk
- Action Item [WMS Workflows]: Explore optimizing workflows using collaborative models
C. Goal: Align professional development across PALNI groups to support collaboration initiatives.
- Action Item [ScholComm]: Identify and promote core scholarly communications competencies
- Action Item [Staffing and Coordination]: Encourage and review participation in the PALNI Community Center/Hub area including directors (https://community.palni.edu/c/conf)
- Action Item [WMS Workflows]: Identify and assist with documenting collaborative workflow requirements to communicate PALNI-wide needs for skill sets and expertise
D. Goal: Develop sustainability for collaborative efforts in order to keep PALNI organizationally healthy.
- Action Item [Analytics]: Analyze non-PALShare ILL activity within PALNI group
- Action Item: [Development]: Create documentation and facilitate knowledge transfer regarding current PALNI-hosted production applications, including, but not limited to:
- Labels.palni.org
- Shelflist
- OneButton
- Skills Inventory
- PALNI forms
- PALNI WorldCat Discovery search forms
- General API programming
- PALNI WorldCat Discovery search forms
- PALNI Press (OJS)
- Suma
- Action Item [Development]: Continue to develop and optimize Skills Inventory
- Action Item [EC]: The EC and the ED will support and engage institutions interested in joining PALNI.
- Action Item [PALSave, IR]: Create Statements of Work for PALNI teams, enabling directors to manage institutional staff resources more effectively
- Action Item [Staffing and Coordination]: Discuss how we in PALNI can develop leaders within PALNI and propose a mechanism(s) through which development can happen.
E. Goal: Identify necessary local and PALNI staffing requirements for sustainable PALNI collaborative initiatives.
- Action Item [Staffing and Coordination]: Analyze Statements of Work and other resources to determine current levels of PALNI collaborative work
F. Goal: Identify needs for consortial contracting of consulting services to add capacity and perform a study to determine in which cases to implement.
- Action Item [Instructional Technology Steering & Advisory]: Assess the need for collaborative or contracted design of shared course content modules
2. Strategic Initiative: Support and enhance library and institutional missions. [Pillar: Assess]
A. Goal: Investigate and support best practices in faculty and librarian collaboration to more effectively meet local institution and library missions and serve the campus community.
- Action Item [Instructional Technology Steering & Advisory]: Complete a needs assessment and possible creation of a template for a LMS use policy [tentative]
- Action Item [Instructional Technology]: Determine best practices in accessibility (i.e. disability captioning, etc.)
- Action Item [Instructional Technology Steering & Advisory, KBLM, ScholComm]: Determine copyright and fair use expertise and resource identification for use in an instructional design setting
- Action Item [Online Course Assessment TF]: Determine best practices in online/blended course assessment in regards to instructional technology, design standards, compliance and quality measures [in progress]
- Action Item [Instructional Technology Steering & Advisory, KBLM ScholComm]: Explore best practices in OER and OA content in curriculum integration
- Action Item [RIO]: Compile data from both librarian and faculty surveys. [Faculty/librarian collaboration task force]
- Action Item [RIO]:: Develop strategy to address identified needs. [Faculty/librarian collaboration task force]
- Action Item [WMS Workflows]: Survey volunteering/receiving institutions for feedback.
- Action Item [WMS Workflows]: Continue to advertise the program, and make matches between needs and offers – if program deemed effective.
- Action Item [WMS Workflows]: Develop strategy to address further identified needs.
B. Goal: Identify instructional technology resources and tools to support library instruction and assessment.
- Action Item [Instructional Technology Steering & Advisory]: Determine best practices for training and support for instructional technology tools [in progress]
- Action Item [RIO]: Create a task force to focus on compiling best practices, tools, and expertise on Distance Education. [Distance education task force]
C. Goal: Create tools and documentation for assessing libraries to better understand our impact and our stakeholders.
- Action Item [Analytics]: Assist Communications & Marketing Director with data-gathering for 2017-2018 PALNI Annual Report
- Action Item [Analytics]: Assist libraries wishing to load retrospective ACRL data into ACRLMetrics
- Action Item [Instructional Technology Advisory]: Collaborate with PALNI’s Development Coordinator to explore LTI course reading/resource tool development options [in progress]
- Action Item [RIO]:: Continue pilot of IL survey instrument. [Information literacy assessment task force]
- Action Item [RIO]: Suggest additional questions for IL survey instrument for 2019-2020 school year. [Information literacy assessment task force]
- Action Item [RIO]: Determine long-term plans for continuation of PALNI-wide IL survey instrument. [Information literacy assessment task force]
D. Goal: Support the collection and use of analytics data for assessment and improvement of library decision making and collaborative tools, resources, and services.
- Action Item [Analytics]: Develop/implement tools for data collection and visualization for PALNI and local library dashboards [crosslisted with 4D]
- Action Item [CMPT]: Assess Value/ROI on JSTOR EBA and Oxford and develop a method that can be used for other projects
E. Goal: Research space design and support gathering, accessing, and interpreting assessment and analytical data to improve physical space design to enhance student learning.
- Action Item [RIO]: Support PALNI libraries who are implementing the PALNI toolkit for needs assessment. [INAP team]
- Action Item [RIO]: Provide tools and mentorship to complete local qualitative assessment on information seeking behaviors and needs. [INAP team]
- Action Item [RIO]: Perform analysis of compiled assessment data. [INAP team]
- Action Item [RIO]: Create reports of assessment for institutional stakeholders. [INAP team]
3. Strategic Initiative: Support and strengthen libraries’ ability to communicate relevance and value to stakeholders within, among, and outside PALNI. [Pillar: Communicate]
A. Goal: Create a local library marketing plan template to effectively communicate with stakeholders.
- Action Item [Analytics, Engage]: Utilize data driven analysis to inform decision making on how, who, where to market.
- Action Item: [Instructional Technology, Executive Committee, Board]: Complete a needs assessment to determine the need and feasibility for a PALNI Instructional Technologist position [year 2017-2018]
- Action Item [WMS Workflows]: Provide data on usage of initiatives to participating institutions
- Action Item [CMD]: Create and share the individual library story so individuals outside the library world can easily understand it and support it.
- Action Item [CMD]: Collect past annual reports and communication materials from the supported institutions to evaluate for commonalities. Create a repository and common-use template that can be individually branded.
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B. Goal: Identify, develop, or advocate for relevant reports and instructions for PALNI tools to help demonstrate effectiveness, relevance, and value.
- Action Item [Analytics]: Collaborate with ROI committee to create ROI toolkit
- Action Item [Analytics]: Develop documentation and map for data sources and descriptions
- Action Item [KBLM]: Work with COUNTER / vendors to ensure access to consortial reporting and reporting data needed by institutions. [KBL, Analytics]
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- Develop parameters for regular group reports on e-resources that can be shared across PALNI.
- Review progress on enhancement requests for COUNTER/SUSHI improvements across WMS to support PALNI’s role as development partners
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- Action Item [CMD]: Strategize with Analytics and KBLM which data points are important to communicate to stakeholders in the PALNI Annual Report and handouts
C. Goal: Advocate for the value of shared staffing using data to inform stakeholders.
- Action Item [Instructional Technology Steering]: Complete a needs assessment to determine the need and feasibility for a PALNI Instructional Technologist position
- Action Item [WMS Workflows]: Provide data on usage of initiatives to participating institutions
D. Goal: Create crisis response team to support library communication to stakeholders in financial exigency situations to aid in library stability.
E. Goal: Provide direction and support to promote dialog with key opinion leaders and decision-makers within the campus communities.
- Action Item [CMD]: Create a toolkit/LibGuide for engaging stakeholders, building on the Engaging Stakeholders Task Force’s and ROI Committee’s work.
F. Goal: Communicate evidence supporting the benefits of PALNI deep collaboration and innovation to key stakeholders to demonstrate impact to institutional missions, return on investment, and to help ensure sustainability of efforts.
- Action Item [EC]:Provide high-level support for Instructional Technology program development and consider the pursuit of funding outside of library budgets and engage campus administrators
- Action Item [CMD]: Launch Affordable Education marketing campaign FY18-19
- Action Item [CMD]: Draft and distribute press releases and adverts for PALNI news and key services to be shared internally within PALNI and externally with the world.
- Action Item [EC]: Provide high-level support for Scholarly Communication initiative development including administrative and faculty stakeholder engagement support and funding pursuits
- Action Item [KB]: Review and assess ALI Model License for priority terms for PALNI.
- Promote use of ALI Model License to advocate for consistent ILL terms of use, provision of COUNTER/SUSHI reports and KBART compliance and cooperation with ODI data sharing practices within WorldCat Discovery.
4. Strategic Initiative: Develop resources, space, and technology [Pillar: Develop]
A. Goal: Select, implement, and operationalize PALNI-wide Institutional Repository program to support the management of institutional academic output.
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- Action Item [SCD]: Direct efforts to select, implement, and operationalize PALNI-wide Institutional Repository
- Action Item [SCD]: Finalize and share IR white paper
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Action Item [SCD]: Examine IR collaboration opportunities
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Action Item [SCD, IR]: Participate in Collaborative Consortial Institutional Repository (CC-IR) Hyku development project
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Action Item [IR]: Develop the consortial IR piloting and implementation processes
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Action Item [IR]: Evaluate IR platform functionality
- Action Item [PDAT]: Evaluate new IR products from the perspective of digital asset management
B. Goal: Provide collaborative support for scholarly communication initiatives on campuses to enhance the generation of academic content.
- Action Item [SCD]: Complete scholarly communications needs assessment site visits at each of the PALNI institutions. Compile and share results
- Action item [SCD, ScholComm]: Create and maintain web presence for ScholComm resources, tools, and services.
- Action Item [ScholComm]: Explore external Scholarly Communications programs, resources, and memberships to discover and implement best practices (e.g. ACRL Institute on Scholarly Communication, Confederation of Open Access Repositories (COAR))
- Action Item [ScholComm, LPTF]: Develop a support model for open access publishing
- Action Item [ScholComm Steering/LPTF]: Administer library publishing survey and evaluate results
- Action Item [ScholComm Steering/LPTF]: Make recommendation for ongoing team to administer and support library publishing at PALNI-supported institutions
- Action Item [ScholComm]: Develop a faculty scholarly communications needs assessment toolkit
- Action Item [ScholComm]: Plan and hold a PALNI Scholarly Communications Summit
- Action Item [ScholComm Steering]: Explore interests/needs in digital humanities and digital scholarship across PALNI
- Action Item [SCD]: Direct efforts to implement the PALSave program
- Action Item [PALSave]: Investigate affordable learning strategic partnership opportunities
- Action Item [PALSave]: Operationalize process to deploy faculty and student affordable learning surveys
- Action Item [PALSave]: Operationalize process for campuses to create student and faculty videos
- Action Item [PALSave]: Streamline request process for PALSave services (workshops, consultation, course redesign help)
- Action Item [PALSave]: Survey and review current PALNI OER/AEI adoptions and collect stories/testimonials
- Action Item [PALSave]: Develop outreach strategies
- Action Item [PALSave]: Research and recommend best practices for integration of OER materials in discovery system
- Action Item [PALSave]: Work with the IR group to develop specifications for an OER repository
- Action Item [PALSave]: Stay abreast of developments in OER repositories and editing platforms for possible future deployment
- Action Item [PALSave]: Convene a task force to examine inclusive access
- Action item [PALSave]: Define workflows for determining appropriate affordable materials for course redesign
- Action Item [PALSave]: Explore acquisition workflow for licensed content based on faculty request
C. Goal: Support enhanced resource sharing opportunities for print and digital materials through applications, services, and best practices in order to ensure continued high levels of service for resource sharing.
- Action Item [Analytics]: Collaborate with Fulfillment to create PALShare reports and dashboards to improve efficiency and assessment possibilities
- Action Item [Analytics, Analytics Coord, Fulfill]: Create necessary PALShare reports and dashboards to improve efficiency and assessment possibilities
- Action Item [Development]: Continue to develop and implement OneButton
- Action Item [Fulfill]: Revamp and update PALShare manual. This includes adding configuration settings
- Action Item [Fulfill C, Fulfill]: Create Vision Document for Worldshare ILL/Tipasa (see oclc wms group circulation design)
- Action Item [Fulfill C, Fulfill]: Provide feedback and input on OCLC Tipasa development
- Action Item [Fulfill C, Fulfill]: Assist with those institutions who choose migration to Tipasa
- Action Item [Fulfill]: Explore items requested through PALShare and ILL for collection development
- Patron Driven Acquisition
- Expired request
- Action Item [Fulfill C, Fulfill]: Create Deflection Policy best practices
- Action Item [CMPT, Fulfill, KB/LM, Instructional Technology Steering, ScholComm]: In cooperation with the Fulfillment Group, review current Ebook lending mechanisms like Occam’s reader to determine viability and benefits to PALNI-supported organizations.
- Action Item [PALShare]: Identify needs and push OCLC to meet necessary improvements to PALShare to support all PALNI institutions
D. Goal: Build a collaborative development team within PALNI to create software, tools, and technology solutions in order to leverage in-house expertise.
- Action Item [Analytics, Development]: Develop/implement tools for data collection and visualization for PALNI and local library dashboards [Cross-listed with 2D] (includes development of batch lookup script for use with weeding and collection analysis)
- Action Item [Development]: Develop an open-source LTI application that embeds WorldCat Discovery search and retrieval in course management systems (CMS).
- Action Item [Development]: Develop and support the tech tools inventory application in collaboration with the Instructional Technology Advisory Group
- Action Item [Devel, KB, KBL]: Assess and advocate for enhanced APIs for KB/LM.
- Review Knowledge Base API and License Manager API for priority data points the APIs could provide.
- Test Knowledge Base API functionality as implemented in Gochiso and LinkCheckerOclc to improve linking accuracy and increase access to open access materials.
- Test License Manager API as a source for interactive terms of use chart using Tableau or some other platform. See https://platform.worldcat.org/api-explorer/apis/kbwcapi and https://platform.worldcat.org/api-explorer/apis/WSLMAN.
- Action Item [Devel, DevelC, KB, KBL, CMD]: Create dashboarding for shared resources and COUNTER data.
- Identify existing data sources for e-resource collections and usage data such as WMS Analytics and Google Drive that would serve as sources for dashboard information.
- Explore alternatives to SUSHI and COUNTER for collecting and aggregating usage data, such as EZProxy logs or other usage logs.
E. Goal: Create KB/LM documentation to facilitate best use of resources.
- Action Item [KB, KBL, Fulfill, WMSW, CMPT]: Create KB documentation.
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- Develop scenarios for prioritizing e-resources lending within PALNI.
- Expand existing LibGuides and create videos as needed to support training new staff using Collection Manager and License Manager.
F. Goal: Develop a shared collection management plan including but not limited to selection, acquisitions, and storage in order to best address local collection needs and expand access to resources.
- Action Item [CMPT]: Assess Value/ROI on JSTOR EBA and Oxford and develop a method that can be used for other projects
- Action Item [CMPT]: Work with other consortia for collaborative acquisitions
- Action Item [CMPT]: Work with the ALI and NA-wide shared print summits to develop a statewide and North America shared print infrastructure
- Action Item [CMPT]: Evaluate opportunities to provide streaming media content including, HBO, Netflix, and other entities that currently don’t have educational licenses, Swank, Kanopy, Health Science
- Action Item [CMPT]: Craft feedback to Knowledge Unlatched about gaps in applicability for smaller colleges
- Action Item [SCD, CMPT]: Gather and analyze data on rare monographic material that PALNI schools do not want to retain to determine scope for ownership transfer or digitization
- Action Item [ScholComm]: Identify resources for decision making around at-risk paid resources, such as equivalent open access material
G. Goal: Pursue grants to increase funding to both PALNI and individual institutions.
- Action Item [PALSave]: Determine opportunities to pursue grant funding for PALSave: PALNI Affordable Learning
- Action Item [SCD]: Develop the project management process to identify, manage, and fund the digitization presentation in Internet Archive and/or Hathitrust of rare monographic materials
- Action Item [SCD]: Explore digitization grant opportunities for non-monographic archival material
- Action Item [Staffing and Coordination]: Provide strategic guidance to Grant Writing taskforce
- Action Item [Staffing and Coordination]: In June of 2019, perform a review of the Grant Writing taskforce with the ultimate goal being to provide the board a set of recommendations regarding Grant Writing as it pertains to PALNI.
Strategic Plan Initiatives and Goals Approved July 2017
PALNI Strategy Map
