Strategic Plan Document

Boston Library Consortium Strategic Plan: 2010-2013

Prepared by the BLC Strategic Planning Team and ratified by the Board of Directors
March 9, 2010

Strategic Planning Team Members:


Research Team Members:
Robert Hudson
David Pilachowski
Elaine Martin
Sherry Vellucci
Jay Schafer
Jo-Ann Michalak
Mary Piorun
Susan Wawrzaszek
Thomas Wall
Christine Menard
Erika McNeil
Evan Simpson
Judith Pinnolis
Sherry Keen
Steve McGinty
Tania Fersenheim

BLC Purpose Statement:

The Boston Library Consortium leads in creating transformative 21st century member libraries by leveraging a shared platform of information resources, expertise, and trusted relationships.  It sustains strategic, cost-effective partnerships to achieve collaboratively what cannot be achieved singularly.

BLC Value Proposition:

Our collaborative resources and services provide a rich and sustainable environment supporting teaching, research, and the creation, dissemination, and preservation of knowledge.

Key Assumptions

  • Staff development and engagement will be built into each of the priorities.
  • We will promote, foster, and support a culture of involvement.
  • We will create a culture of transparency.
  • The key to success will be focus – we will not try to be all things to all people.
  • Grants and other sources of funding will be sought to accomplish major projects.
  • Because the strategic priorities address issues identified to be of importance to all members, all members will have a role to play in implementing consortia projects and initiatives.
  • The strategic priorities will drive a set of decisions regarding stop doing/start doing/redefining activities, e.g. statistics, licensing, general staff development activities.
The BLC’s strategic priorities are designed to:
  • Leverage collaboration to reduce individual institution effort
  • Reduce duplication of effort and collections
  • Address common and growing issues
  • Aid Value Proposition by addressing knowledge dissemination
  • Provide an alternative to paying commercial publishers
  • Enhance our ability to lead nationally in these areas.
  • Leverage staff expertise to increase efficiency and effectiveness of members
  • Leverage collaboration to reduce individual institution effort
  • Expand access for users.

Implementation

Each of the priorities will be staffed with a Priority Implementation Team, with two board member sponsors and a group of staff level people.  Their charter will include a budget as well a set of milestones to accomplish each year.  At the end of each year, the Team will issue a report of accomplishments, revised goals for next year and lessons learned.

Priority: The BLC will adopt a broader definition of Resource Sharing

Key Result Areas:

  • Continue to expand the capabilities of our resource sharing discovery tool to meet our users needs
  • Enable access to information-on-demand for our users
  • Share staff and staff expertise to advance the priorities of the BLC (cataloging, metadata, preservation/conservation, technology).

Milestones

Year 1
  1. Define metrics for success desired capabilities of the optimal discovery tool
  2. Monitor developments of other possible software application solutions for Resource Sharing Catalogue
  3. Develop a model for print/scan-on-demand service
  4. Expand licensing for consortium-wide shared commercial resources (Lyrasis)
  5. Develop a plan to expand our collection coverage collectively. 
  6. Identify hidden collections and explore funding options to make materials accessible.
  7. Create and publish a BLC last copy policy.
  8. Assess effectiveness of Strategy implementation committees in reference to resource sharing
Year 2
  1. Continue to monitor developments of other software application solutions
  2. Assess whether WCL successfully meets BLC user needs after all participating members are fully operational (Evaluate our WorldCat against criteria developed in year one)
  3. Implement a collaborative print/scan-on-demand service
  4. Identify information-on-demand service needs beyond print/scan (streaming video, eBooks, etc.???) (year 2-ongoing)
  5. Determine feasibility and cost of additional On Demand services (year 2-ongoing)
  6. Identify areas for joint preservation projects
  7. Implement one pilot project for staff sharing
Year 3
  1. Determine whether or not to remain with WCL or migrate to another system
  2. Implement selected additional On Demand services 
  3. Explore and pursue funding options for joint preservation projects 
  4. Develop multiple models for jointly funding future staff (e.g., Hebrew cataloger, metadata creator for digitization projects, IR technology expert, etc.)

Priority:  The BLC will help redefine the library’s role in scholarly communication.  

Key Result Areas:

  • Provide an environment for exploring a collaborative infrastructure for digital publishing.
  • Educate our stakeholders (faculty, staff, and students) on Open Access, author’s rights, copyrights, and intellectual property. 

Milestones

Year 1
  1. Report on Institutional Repository (IR) options
    1. Review and discuss IR’s with member libraries that already provide one
    2. Outline other IR options
  2. Create a list of resources and agenda to would be available to each member to facilitate Open Access discussions on campus using BLC and other experts (for example, SPARC). 
  3. Create a Scholarly Communications section on the BLC web site to host or link to relevant documents.
  4. Inventory how may BLC organizations have adopted author addendum on member campuses based on MIT/BLC model.
Year 2
  1. Hold at least four Open Access discussions on interested individual campuses.
  2. Develop a BLC model statement for member organizations to use to gain institutional commitment to open access.
  3. Implement a shared IR for interested members (as opposed to campus-only IR’s).
Year 3
  1. Provide link to IR from BLC site page.
  2. Publicize availability of IR on member campuses.
  3. Explore providing search and access across all BLC IR’s.

Priority:  The BLC will help redefine the library’s role in the process of scholarly research

Key Result Areas:  

  • Focus BLC staff development efforts on understanding the research process and the potential staff roles within it.
  • Explore and implement collaborative solutions for digital asset management (DAM).
  • Explore and implement collaborative solutions for research data curation.
  • Promote and leverage our special or unique materials and integrate them into the research process.

Milestones

Year 1
  1. Co-Sponsor the Worcester’s e-Science initiative
  2. Co-Sponsor symposium with NITLE, NERCOMP, etc
  3. Post literature, links to discussions on BLC website/blog 
  4. Host 3 brown bag lunches to discuss the librarians role in the research process and share what they have learned at regional/national scholarly research conferences 
  5. Inventory member activities /needs around DAM and Identify members willing to participate in collaborative solutions.
  6. Inventory member needs and activities around data curation
  7. Identify regional and national initiatives around data curation
  8. Create BLC website/blog highlighting materials scanned via OCA project
  9. Inventory members’ special collections to understand strengths and areas to promote.
Year 2
  1. Create a white paper documenting successful models of DAM in the consortium and outlining the scalability of such projects across the consortium. 
  2. Create a white paper documenting outlining  pros/cons of various collaborative solutions:
  3. Create a Metadata Committee to work with Internet Archive to make our bibliographic records more accessible and effective.
  4. Publish best practices for each integrated library system to bring Internet Archive records into local catalogs.
  5. Inventory member activities and needs around data curation.
Year 3
  1. Provide link to IR from BLC site page.
  2. Publicize availability of IR on member campuses.
  3. Explore providing search and access across all BLC IR’s.

Priority:   The BLC will increasingly enhance its perceived value to its stakeholders through improved communication. 

Key Result Areas:

  • Empower staff to own and manage communication
  • Improve and expand communication venues
  • Improve information flow with all Stakeholders
  • Improve BLC visibility to the larger community (administrators, institutions, press, grant agencies, etc)

Milestones

Year 1
  1. Identify best communication practices in the website and pilot a staff-initiated program to support information flow throughout the BLC.
  2. Develop a set of recommendations to overcome current issues as evidenced by the Strategic Plan’s staff survey 2009.
  3. Establish a BLC-wide communication and marketing plan that addresses existing gaps in the perceived value the BLC among stakeholders. 
  4. Upgrade the website based on recommendations.
Year 2
  1. Roll out a BLC-wide communication and marketing plan with modifications from year one pilot.
  2. Review effectiveness of web site and upgrade as necessary
Year 3
  1. Conduct staff survey to assess the effectiveness of milestones in year one and two.
  2. Measure effectiveness of BLC marketing efforts.

BLC Staff

Melissa Trevvett
Executive Director
mtrevvett@blc.org
Ph: 617.262.6244

Amanda Schmidt
Assistant Director
aschmidt@blc.org
Ph: 617.262.2872
Skype: blc.amanda

Ondi Gottesman
Office Manager
ondi.gottesman@blc.org

Ph: 617.262.0380

Office Fax: 617.262.0163




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