2017-2020 Strategic Plan

Strategic Pillars

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1. Strategic Initiative: Enhance Deep Collaboration Within PALNI [Pillar: Collaborate]

A. Goal: Identify collaborative staffing opportunities and priorities to enhance services and deepen expertise.

- 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
- Action Item [Staffing and Coordination]: Identify gains and losses of resources in library areas and analyze whether it is appropriate for staffing collaboration
- Action Item [WMS Workflows]: Support workflow analysis and implementation and look for collaborative workflow possibilitie
- Action Item [WMS Workflows]: WMS Workflows and Analytics combined summit to optimize WMS analytics functionality by use of workflows which ensure data is captured
- 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]: Â 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. Â [Faculty/librarian collaboration task force]
Action Item [RIO]:: Develop strategy to address identified needs. Â [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. Â Â [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 PALNIâ€™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 librariesâ€™ 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.

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]
- - 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 PALNIâ€™s role as development partners
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 Forceâ€™s and ROI Committeeâ€™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.

- Action Item [SCD]: Direct efforts to select, implement, and operationalize PALNI-wide Institutional Repository
- Action Item [SCD]: Finalize and share IR white paper
- Action Item [SCD]: Examine IR collaboration opportunities
- Action Item [SCD, IR]: Participate in Collaborative Consortial Institutional Repository (CC-IR) Hyku development project
- Action Item [IR]: Develop the consortial IR piloting and implementation processes
- Action Item [IR]: Evaluate IR platform functionality
- Action Item [PDAT]: Â 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 Â [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. Â 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 Occamâ€™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.
1. Develop scenarios for prioritizing e-resources lending within PALNI.
2. 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 donâ€™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

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