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STRATEGIC PLANNING FOR RESOURCE SHARING IN TEXAS

Report of a two-day conference


February 29 - March 1, 2000

Facilitated by Nancy M. Bolt


JNR Associates

TABLE OF CONTENTS

Introduction

Significant Outcomes and Analysis

Vision

Mission

Priorities for Action

Action Plans

Implementation Roles

Appendices

A. Description of Process

B. Conference Participants

C. Conference Agenda

D. Conference Ground Rules

E. Brainstorming a Vision for Resource Sharing in Texas


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INTRODUCTION

On February 29 and March 1, 2000, the Texas State Library and Archives Commission (TSLAC) convened a group of resource sharing stakeholders to engage in a strategic planning process to explore the future of TexShare and to plan for expanded resource sharing among libraries in Texas. Stakeholders included librarians from public libraries and public and private academic libraries, TexShare Advisory Board members, representatives of the six TexShare Working Groups, a representative of the Texas Education Agency, a Texas State Library and Archives Commission member, and TSLAC staff. (See Appendix A.)

The purpose of the conference was:

  • To create a shared vision for library resource sharing in Texas that looks beyond needs of a specific institution, type of institution, or current TexShare services;
  • To think creatively about the future of resource sharing and develop specific recommendations for direction;
  • To reaffirm a shared commitment to multitype library resource sharing.

The desired outcomes of the meeting were that by the end of the two-day meeting participants would have:

  • Created a draft vision statement for resource sharing in Texas that includes current TexShare services and extends them;
  • Provided input to the TexShare Advisory Board for a potential mission statement;
  • Developed a prioritized list of resource sharing activities to pursue
  • through cooperative activities
  • through legislative appropriations requests
  • through supplemental grant requests.

The role of the participants in the meeting was:

  • To provide input and make recommendations to the Texas State Library and Archives Commission and the TexShare Advisory Board about a vision, mission, and services that can be included as the State Library crafts a strategic plan and develops budget requests;
  • To generate support for multitype library resource sharing activities.

Consultant Nancy M. Bolt facilitated the process. Bolt prepared the agenda, interviewed four participants in advance of the conference, and led the group through development of a draft vision and mission. Bolt also led the group through a process to prioritize actions in support of the vision and to discuss ways to implement the top priorities. A full description of the agenda can be found in Appendix A.


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SIGNIFICANT OUTCOMES AND ANALYSIS

 

VISION

The group began the visioning process by brainstorming responses to a scenario presented by facilitator Bolt.

It has been eight years since the TexShare Strategic Planning Session was held. You are writing an article for the press about the accomplishments that have happened in Texas as a result of different types of libraries working together to meet library and user needs. List the highlights of your newspaper article. Keep in mind the many publics that are being served by the public, academic, school, and special libraries. In the last eight years, TexShare and the Texas State Library and Archives Commission working together have accomplished the following:

After brainstorming as individuals, the participants shared their visions with the group and Bolt posted these on flip chart paper. The vision statements fell into two categories: elements of a vision statement and concrete actions. The participants were divided into three groups and given the list of the "elements of a vision statement." The "concrete actions" were set aside for further discussion on the next day.

Two of the groups developed one vision statement each. The third group approached the task differently, with each member writing a vision statement. This resulted in the four additional vision statements for consideration. Each group presented its vision statements to the entire group. Following these presentations, the full group identified common elements among the vision statements and issues raised by the vision statements. (See Appendix E for the draft vision statements from all three groups.)

The common elements of the vision statements were:

  • desire to serve all Texans regardless of age, education, geography; a safety net for the disadvantaged;
  • empower Texans to achieve educational, economic, cultural goals;
  • serve Texans with pride;
  • a partnership/consortium of libraries;
  • help people access, obtain, use information resources;
  • a continuum of service;
  • seamless service;
  • efficiently and cost effectively deliver information; cost management.

Each group selected one person who would work to develop a common vision statement. It is presented below with the common elements indicated in italics.

All Texans will be served by a partnership of libraries that empowers them to access and use information confidently and effectively. This partnership will:

  • offer a continuum of library and information services to persons regardless of geographical location, age, education, or financial status;
  • realize the benefits of cost management and efficiency, even as services are expanded;
  • provide seamless access to the state, national, and worldwide resources.

This library partnership will enable Texans to realize their economic, educational, and personal goals.

Discussion of the vision raised the following issues:

  1. Is this a vision for TexShare or for a broader, more expansive view of resource sharing among libraries of all types? The instructions for the visioning mentioned TexShare but also implied service beyond what TexShare now offers. One member of the group raised the legislative mandate for TexShare and asked if the vision went beyond what TexShare was authorized to be by law. There continued to be concern about adding school and special libraries to TexShare, particularly at this point in time. Several participants mentioned that they would be open to involving school and special libraries in the future, particularly if the integration of public libraries goes well. There was no unanimity on this point.
  2. TexShare will need a full marketing campaign to reach libraries and library users in order to inform Texas libraries and residents about the services available to them.
  3. The vision statement can be a vehicle for bringing resource sharing activities and separate funding streams together for support.
  4. The vision statement can be a vehicle to begin discussions with school and special libraries about resource sharing activities. To truly fulfill the vision statement it would be necessary to include school and special libraries. All of the library community needs to come together.
  5. The library community is broader than TexShare. Would the name "TexShare" need to be changed if more libraries were added? The name remained the same when public libraries were added. Would it confuse legislators if the name were changed? How much can be included under the current TexShare name? The visioning can be a first step for something bigger than TexShare. Should it retain the TexShare name or be called something else?
  6. The Texas State Library and Archives Commission is currently revising its long-range plan. This vision statement can be used in that process.
  7. How many legislative packages can go to the legislature? There currently are: TexShare, Public library state aid, School library funding (separate agency)
  8. It is necessary to decide on major actions that need to be taken regardless of how they are funded or implemented.

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MISSION STATEMENT

The group also developed drafts of a mission statement, specifically for TexShare. They were providing this as input to the TexShare Advisory Board. Facilitator Bolt presented a model for developing a mission statement that included determining:

  • who was to be served;
  • what services were to be provided;
  • why were the services provided.




Using this model, the following mission statements were developed:

Group #1

TexShare is a partnership of libraries delivering quality services and the information to empower Texans to achieve their diverse economic, educational, and personal goals.

Group #2

TexShare, a partnership of public and academic libraries, seeks to serve all Texans.

TexShare:

  • leads in promoting a dynamic environment that encourages libraries to cooperate;
  • provides opportunities to access resources in a cost effective manner;
  • facilitates innovation in library programs.




TexShare strives to enhance the ability of participating libraries to fulfill their missions (for Texans).

Group #3

TexShare is a partnership/consortium of Texas academic and public libraries that empowers its members to expand and enhance library services to enrich the economic, educational, and cultural lives of Texans.

The group identified common elements of the mission statements:

  • a partnership (of all libraries OR of public and academic libraries) ;
  • services and information to empower Texans;
  • serve diverse economic, educational, personal, and cultural needs of Texans;
  • leads in encouraging cooperation;
  • improves access to resources;
  • helps libraries fulfill unique needs of clients (Texans).

Two issues were raised in discussing the mission statements:

  1. Should the mission statement refer to what TexShare is now (a consortium of public and academic libraries) or what it might become (involving all types of libraries)?




  2. Is TexShare an entity that serves libraries or a partnership of libraries that serves its users? Does TexShare ever serve Texas residents directly, such as through access to databases?

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PRIORITIES FOR ACTION

On the second day, the group turned its attention to priorities for action. Participants began the discussion with the list they had created the day before while visioning and expanded on it. They were asked to:

  • select ideas/priorities/activities to be pursued in the near future (3-5 years);
  • include TexShare services but also go beyond what TexShare currently offers or might offer in the future;
  • look at other services offered by the State Library.

The group discussed concrete actions that could implement the vision. At the conclusion of the discussion, they "voted" for their top priorities by distributing eight dots among the ideas discussed with no idea receiving more than one dot per person.

Below is the list of action items, in descending order, based on the number of dots each received:





29 Marketing plan on TexShare for libraries and library users

28 Anytime, anywhere library, combining all products with an interface that provides access to databases, catalogs, government information; seamless access.

27 Robust technical infrastructure and support for libraries

21 More databases than Galileo (Georgia network)

21 Digitization; the Texas Digital Library

21 Alternative funding sources, such as TIF grants

21 Trainers in Texas to do regional, ongoing training such as Ovid, DB, Ariel, FirstSearch

18 Cooperative reference in libraries, online reference 24/7/365

17 Pursue involvement of school, special, and government libraries in resource sharing activities (include public and private schools and special)

14 Statewide contract for electronic journals

12 Compensation for net lending

11 Cost savings achieved through centralized negotiated contracts such as for cataloging, contracts, and management

11 Distance learning for librarians and the public

10 Delivery of information and materials through courier, fax, Ariel, electronic, etc.

10 Online instruction for librarians (information literacy)

10 Begin discussion to include school libraries

8 Integrated ILL in anytime/anywhere network, either mediated or unmediated

7 Distance communication, teleconferencing

6 Cooperative collection development

4 Statewide union catalog

4 Training in HTML

4 Preservation, preserving original documents

4 Automation with OPAC for every library 3 Information literacy for students

3 Last copy collection somewhere

2 Warehouse of popular items for lending

2 Multi-state partnerships to support information needs

2 Funds to pay for professional certification and incentives for librarians in rural and underserved areas

2 Appropriate relevant network content

2 Increased funding for staff 1 Cooperative cataloging

1 Cooperative purchasing

0 Sharing resources in libraries

0 Copyright resolution assistance

0 Recruitment to the profession


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ACTION PLANS

The conference participants were asked to develop preliminary action plans for the top nine priority activities chosen. For each of the activities the group discussed:

  • timing;
  • lead agency;
  • other groups to be included;
  • issues to be considered in implementation.

1.

Marketing plan for TexShare to libraries and library users

Timing

Urgent, ongoing

Lead

TexShare Advisory Board

Staff at TSLAC

Involve

Staff at local libraries

TLA

Regional library systems

Issues

Expand number of public libraries who participate

Need to tell libraries and public about TexShare

Prepare for legislative session

Marketing the products of TexShare, not TexShare itself, to public; need to focus on results

Listen to libraries and customers and other stakeholders about improvement



2.

Anytime, anywhere library, combining all products with an interface that

provides access to databases, catalogs, government information, seamless

access

Timing

Ongoing development. Start on it now. Get best products up and connected. Make it visible to the public. Should be 2 years to the interface (one librarian thought it was 20 years out)

Lead

TSLAC (may take a big grant)

Involve

Amigos

UT Austin

TexShare Advisory Board

TIF

Z39.50 group

Issues

Can use Z39.50 protocol

Needs to be carefully defined

Currently no funding to connect it

A lot available already that just needs to be connected

No interface in place now

Issue of showing as accessible what is not accessible because of a conflict

Can do a personalized web page



3.

Robust technical infrastructure and support for libraries

Timing

Within a year

Lead

Timing

ASAP, next legislative session

Lead

TexShare Electronic Information Working Group

TSLAC

Work with TLA to ask legislature for funding

Involve

TIF

Amigos

UT-Austin

Issues

Who will train in how to use new databases?

Hardware needs



5.

Digitization; Texas Digital Library

Timing

Ongoing

Lead

TSLAC should coordinate

Libraries who want funding

Include

Texas Treasures

Texas Archival Resources Online (UT-Austin; TIF funded)

Texas Collections Working Group

TRAIL, Electronic government information

Issues

Public libraries may not find digitized resources useful

Expand Texas Treasures grant program

Bring together who is already doing this

Develop a clearinghouse of what�s already available



6.

Alternative funding sources

Timing

ASAP

Lead

TSLAC

TexShare Advisory Board

Involved

TLA

TIF

Foundations

Federal Grants $

Corporations

Issues

Who writes grants? Takes time and energy

Who is eligible to receive funding for what?

Need to coordinate so not competing against other library entities

Need to develop a strategy, determine what is possible

Need timeline and guidance



7.

Regional Training to support TexShare Products and Services

Timing

Now and ongoing

Lead

TexShare Advisory Board

TexShare Education Working Group

Include

Amigos

Regional library systems

TSLAC

Local librarians who are doing training

Issues

Only TexShare or broader regional training?

Onsite or online or both?

Survey of need is now being conducted

Give working groups additional strengths and guidance if given more authority to take on new products

Participants in TexShare should contribute trainers time and costs

and facilities for training

 

8.

Cooperative Reference

Timing

Need to develop, probably can be done within 3 years

Lead

TSLAC or TexShare Advisory Board

Involve

Reference librarians

TLA Reference Round Table

Liaison with other states

Issues

Who participates, TexShare or broader

Pilot with TexShare members

Florida Center for Distance Learners could be model

Digital Reference Pilot underway at UT Austin



9.

Pursue involvement of school, special, government,. libraries in resource sharing activities

Timing

Need to begin discussions

Lead

TSLAC should coordinate

Involve

TEA

SLA

Medical librarians

TLA

Issues

Concerned about growing too fast, just now adding public libraries

Need to define scope

What�s going on already needs to be considered

Different types of libraries have a different mission

Need time to involve and assimilate into program

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IMPLEMENTATION ROLES

The final task of the group was to identify specific roles and commitments each of the groups represented would perform following the conference.

All groups agreed to:

  • Share the report when it comes out;
  • Gather reactions and input and send to the Texas State Library and Archives Commission and the TexShare Advisory Board.

Other specific roles include:

TSLAC

Take lead in coordinating vision implementation

Begin to gather data and information on programs

Mount publication on vision and future plans on the Web

Finalize the vision with help from participants

Complete action plans for all action items

TexShare Advisory Board

Discuss and finalize mission

Deal with issue of who mission is for: current members (public and academic) or a potentially larger group (other types of libraries)

Refine marketing plan

Give clear direction to working groups in priority areas

Consider a new working group on shared reference

TLA

Provide a report at TLA

Support efforts where possible

Regional Public Library Systems

Share report with system members

Market TexShare plans to legislature and public libraries

Provide robust technical support

Train in databases

Participate in regional training effort

TexShare Working Groups

Buy all the databases there is money for

Participate in marketing effort

Bring ILL ideas to TexShare Advisory Board

AMIGOS

Report to Board

Coordinate where appropriate

Continue to be a strong partner

TEA

Report to TEA

Make state vision part of school library vision

Meet regularly with TSLAC staff

Share information with school librarians

UT Austin

Be a strong supporter

Participating Libraries

Participate through regional library systems, web pages, academic library groups


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APPENDICES

APPENDIX A: PROCESS

Consultant Nancy M. Bolt was hired to facilitate the process. Bolt worked with the TSLAC staff to develop the agenda for the two-day conference. Bolt also interviewed four librarians who would be attending the conference. She asked all four the following questions:

what outcome they wanted from the meeting,

if they were comfortable looking at resource sharing beyond TexShare,

what one goal they had for resource sharing in the state,

if there were any major issues that would come up or that needed to be addressed.

In general, the four people expressed hope that a vision could be created and concrete direction provided for TexShare and resource sharing. No one objected to looking beyond TexShare during the conference. Their personal goals were a virtual library, additional group databases, and bringing public and academic libraries together in TexShare. Major issues that they thought might be raised included:

  • the possible difficulty of incorporating public libraries into TexShare;
  • fear both public and academic libraries might feel that they would "lose" something in the implementation of the new TexShare;
  • the major issue might be different needs of large and small libraries rather than rural/urban or public/academic.

Participants were invited to come to Austin for two days. Director and Librarian Peggy Rudd began the meeting by expressing her personal commitment to resource sharing and her excitement about the planning process that would begin that day. Facilitator Bolt went over the agenda (see Appendix B), the purpose and outcomes, the role of the conference participants, and suggested groundrules for the conference (see Appendix C).

Bolt suggested the group introduce themselves by telling the group about the first library each person had worked in and by naming at least one mentor for their career. Members of the group first shared their stories with one or two others and then, more briefly, with the entire group. The personal histories brought a commonality to the group and many reported their mentor was the person who strongly encouraged them to become a librarian.

On the first day, the group first brainstormed a vision for resource sharing in Texas. Comments during this session could be divided into visionary statements and concrete suggestions. The concrete suggestions were listed and discussion postponed until Day Two. The participants divided into three groups to develop a vision statement. An effort was made to include in each group representatives from each type of library, TexShare Board members, citizen members, and State Library staff. The groups presented their vision statements to the whole group (one group developed multiple statements) and selected a representative who would meet that evening to draft one vision statement that brings together the elements of all of the vision statements.

On Day One, the group also developed a mission statement. Facilitator Bolt presented a format for developing a mission statement. The participants returned to their groups and developed a mission statement that was shared with the group. During the evening, the small group developed a common vision statement to be presented to the whole group the next morning.

On Day Two, the group first reviewed the common vision statement. While not finalized, the group generally gave its support to the combined vision statement. The group next reviewed the concrete suggestions for future discussion that had emerged from the previous day�s visioning. They added additional ideas to this list. Each participant was given eight dots and asked to place them on the activities that they most wanted to pursue.

The group discussed the activities receiving the most dots. For each priority activity, the group suggested action steps for accomplishing that particular initiative. The last activity of the conference was to discuss the group members� roles in accomplishing the initiatives.


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APPENDIX B: INVITED PARTICIPANTS

Texas State Library and Archives Commission:

Patrick Heath, Vice-Chairman

Mayor, City of Boerne


Box 1677


Boerne TX 78006





830-249-9511 (w)


830-249-3215 (h)


830-249-9264 FAX

TexShare Advisory Board:

Robert Seal, Chair

University Librarian


Texas Christian University


Box 298400


Fort Worth TX 76129


817-257-7114


817-257-7282 Fax


r.seal@tcu.edu

Eva D. Poole, Vice-Chair

Director, Denton Public Library


502 Oakland Street


Denton TX 76201-3102


940-349-7735


940-349-8260 Fax


edpoole@cityofdenton.com

Marty Adamson

Director of Libraries


University of Texas Southwestern Medical Center


5323 Harry Hines Boulevard


Dallas TX 75390-9049


214-648-2626


214-648-2826 Fax


marty.adamson@email.swmed.edu

Paul E. Dumont

Director, Educational Resources


Dallas County Community


Support Services College District


District Service Center


4343 North Highway 67


Mesquite TX 75150-2095


972-860-7786


972-682-7068 Fax


pdumont@dcccd.edu

Rhoda L. Goldberg

Assistant County Librarian


Harris County Public Library


8080 El Rio Street


Houston TX 77054-4195


713-749-9011


713-749-9090 Fax


rgoldber@stic.lib.tx.us

Marsha Harper

University Librarian


Abilene Christian University


ACU Station Box 8177


Abilene TX 79699-9208


915-674-2339


915-674-2202 Fax


marshah@alcon.acu.edu

George Huffman

Director Emeritus,


Learning Resources Amarillo College


Terrace Drive


Amarillo TX 79109-5524


806-352-4736 4001


ghuffman@erlcdrom.actx.edu

J. Grant Jones

Box 5138


Abilene TX 79608


915-673-6838


915-673-4122 Fax

Joe McCord

Director, Neumann Library


University of Houston at Clear Lake


Bay Area Boulevard


Houston, TX 77058-5527


281-283-3930 2700


281-283-3907 Fax


mccord@cl.uh.edu

Gilda B. Ortego

Library Director, Jernigan Library


Texas A & M University at Kingsville


Campus Box 197


Kingsville TX 78363


361-593-3416


361-593-4093 Fax


kfgbo00@tamuk.edu

Darryl Tocker

Executive Director Tocker Foundation


3814 Medical Parkway


Austin TX 78756


512-452-1044


512-452-7690 Fax


grants@tocker.org

TexShare Working Group Chairs:

Courier Working Group

April Bennington, Chair





Public Services Librarian


The University of Texas


M. D. Anderson Cancer Center


Research Medical Library


1515 Holcombe Boulevard


Houston, TX 77030


713-792-2282


713-797-6513 Fax


abenning@mdanderson.org

Education Working Group

Alice Specht, Chair

Library Director Hardin-Simmons University


Box 16195


Abilene TX 79698-6195


915-670-1229


915-677-8351 Fax


AliceS@alcon.alc.org

Electronic Information Working Group

Tommie Wingfield, Chair

Reference & Information Services Manager


UTA Library


Box 19497


Arlington TX 76019-0497


817-272-3000, Extension 2658


817-272-3392 Fax


wingfield@uta.edu

Interlibrary Loan Working Group

Nancy Paine, Chair

Interlibrary Services Librarian General Libraries


University of Texas at Austin


Fax Box P


Austin, TX 78713 8916


512-495-4133


512-495-4284


nancypaine@mail.utexas.edu

Texas Collections Group

Ellen Safley, Chair

Assistant Director for Reference Services


University of Texas at Dallas and Collection Management


Box 830643


Richardson TX 75083-0688


972-883-2916


972-883-2473 Fax


safley@utdallas.edu

TexShare Working Group Liaisons:

Card Working Group

Jay Clark, Liaison

Library Director San Jacinto Community College,


Central Campus


8060 Spencer Highway


Pasadena TX 77505-5390


281-476-1850


281-478-2734 Fax


jay.clark@sjcd.edu

Courier Working Group

Jo Anne Hawkins, Liaison

Associate Director for Public Services The General Libraries


University of Texas at Austin


Fax Box P


512-495-4350


512-495-4347


j.hawkins@mail.utexas.edu Austin, Texas 78713-8916

Interlibrary Loan Working Group

Sara Lowman, Liaison

Assistant University Librarian for Public Services


Fondren Library


Rice University MS 44


6100 Main Street


Houston TX 77005-1892


713-527-8101, Extension 2457


713-285-5258 Fax


lowman@is.rice.edu

Texas Collections Group

Kathy Hoffman, Liaison

Executive Director Research Medical Library


M.D. Anderson Cancer Center


1515 Holcombe


Houston TX 77030


713-792-2293


713-797-6513 Fax


khoffman@utmdacc.uth.tmc.edu

Public Library Representatives:

Toni Lambert





Houston Public Library


Chief, Automated Services


500 McKinney Street


Houston TX 77002-2534


713-247-2700


713-247-1266 Fax


tlambert@hpl.lib.tx.us

Nancy Smith

Director Irving Public Library


801 W. Irving Boulevard


Irving TX 75015


972-721-2639


972-721-2463 Fax

nsmith@it

Texas Higher Education Coordinating Board Representative:

David Gill

Program Director


Texas Higher Education


Office of Planning and Coordinating Board


7745 Chevy Chase Drive


Austin TX 78752


512-483-6149 Fax


gilldd@thecb.state.tx.us

Texas Library Association :

Gleniece Robinson, TLA President

Director Fort Worth Public Library


500 Third Street


Fort Worth TX 76102


817-871-7705


817-871-7734 Fax


robinsg@ci.fort-worth.tx.us

TexShare Strategic Partner: Amigos Library Services:

Bonnie Juergens

Executive Director Amigos Library Services


14400 Midway Road


Dallas TX 75244-3509


972-851-8000


972-991-6061 Fax


juergens@amigos.org

TexShare Strategic Partner: University of Texas at Austin:

Sue Phillips

Associate Director for Technical and Network Services


The General Libraries


University of Texas at Austin


Box P


Austin TX 78713-8916


512-495-4350


512-495-4347 Fax


s.phillips@mail.utexas.edu

Mark McFarland

Head, Digital Libraries Services Division


The General Libraries


University of Texas at Austin


Box P


Austin TX 78713-8916


512-495-4358


512-495-4657 Fax


m.mcfarland@mail.utexas.edu

Texas State Library and Archives Commission Staff:

Peggy D. Rudd

Director and Librarian Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5460


512-463-5436 Fax


prudd@tsl.texas.gov

Ed Seidenberg

Assistant State Librarian Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5460


512-463-5436 Fax


edw@tsl.texas.gov

Jeanette Larson

Director, Library Development


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5456


512-463-8800


jlarson@tsl.texas.gov

Patty Davis

Library Systems Administrator


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5527


512-463-8800 Fax


patty.davis@tsl.texas.gov

Christine Peterson

Manager, Continuing Education-Consulting


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-6627


512-463-8800 Fax


chris.peterson@tsl.texas.gov

Erica Lester

Executive Secretary


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5460


512-463-5436 Fax


erica.lester@tsl.texas.gov

Rebecca Linton

Network Consultant


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5406


512-236-9306 Fax


rebecca.linton@tsl.texas.gov

Deborah Littrell

TexShare Coordinator


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-0188


512-236-9306 Fax


deborah.littrell@tsl.texas.gov

Michael Piper

Director, Library Resource Sharing


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-7402


512-236-9306 Fax


michael.piper@tsl.texas.gov

Beverley Shirley

Networked Information Coordinator


Texas State Library


Box 12927


Austin TX 78711-2927


512-463-5433


512-236-9306 Fax


bshirley@tsl.texas.gov

TIF (Telecommunications Infrastructure Fund) Library Advisory Board:

Eileen Shocket, Chair

Library Director


Saint Edward's University


3001 South Congress


Austin TX 78704


512-448-8470


512-448-8737 Fax


eileena@libr.stedwards.edu

Meeting Facilitator:

Nancy M. Bolt

Colorado State Librarian


Colorado State Library


201 East Colfax


Denver CO 80203


303-866-6733


303-866-6940 Fax


nbolt@csn.net


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APPENDIX C

AGENDA

February 29, 2000

10:00 am Welcome Peggy Rudd

Introduction to the session, why having it, her personal goals

10:15 am Introduction to meeting Nancy Bolt. Facilitator�s background and role, desired outcomes, groundrules, review of agenda

10:30 am Introduction of participants

11:00 am Developing a vision, brief definition, examples, of a vision Individual, then group work on vision

11:15 am Break

11:45 am Share ideas with the whole group, combine like ideas. Vote using dots as to what part of the vision is most important.

12:30 pm Lunch

1:30 pm Discuss top vote getters. What issues impact their implementation.

2:00 pm Break into three small groups to work on crafting a vision.

3:00 pm Return to share visions.

Identify common elements.

Identify who will work to finalize vision

3:30 pm Break

3:45 pm Definition of mission, break into small groups to work on a mission

4:30 pm Return and share mission

Identify common elements

Identify who will work to finalize vision

5:00 pm Plus/delta for the day, adjourn for the day

5:30 pm Reception

Evening Dinner on your own

March 1, 2000

8:00 am Continental Breakfast

8:30 am Introduction to the day

Review of agenda

8:45 am What is necessary to implement the vision?

What should be addressed first?

Open facilitated discussion

What needs to be done?

Who needs to be involved?

What are issues that will be faced?

Problems to be overcome?

10:30 am Break

10:45 am Continue the discussion

Noon Lunch

1:00 pm Role of participants in bringing about the vision

Who should be contacted?

Who will make the contact?

Message to be delivered

Next steps.

Assignments

2:00 pm Review of workshop

Plus /delta

2:15 pm Adjourn


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APPENDIX D: GROUND RULES

 

  1. Everyone participates
  2. Disagree with grace and tact
  3. All ideas on the table
  4. No silent disagreement
  5. Take care of yourself
  6. Tangential items in the bin
  7. No side conversations

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APPENDIX E: RESULTS OF VISIONING

The group began the visioning process by brainstorming responses to a scenario presented by facilitator Bolt.

It has been eight years since the TexShare Strategic Planning Session was held. You are writing an article for the press about the accomplishments that have happened in Texas as a result of different types of libraries working together to meet library and user needs. List the highlights of your newspaper article. Keep in mind the many publics that are being served by the public, academic, school, and special libraries. In the last eight years, TexShare and the Texas State Library working together have accomplished the following:

After brainstorming as individuals, the participants shared their visions with the whole group and Facilitator Bolt posted these on flip chart paper. The visioning statements fell into two categories: elements of a vision statement and concrete actions. The participants were divided into three groups and given the list of the "elements of a vision statement." The "concrete actions" were set aside for further discussion on the next day.

Full brainstorming list

  • Network of instantaneous information access regardless of geography or size;
  • Citizens think of libraries as unlimited sources of information instead of types of populations;
  • All citizens support need to provide resources;
  • Strong framework to share human expertise, operating libraries;
  • Cooperative reference among libraries;
  • All libraries are seen as partners;
  • Legislative funding skyrockets;
  • Customers of one library are customers of all libraries;
  • All libraries are consolidated into "The Texas Library;"
  • All types of libraries manage costs while expanding services;
  • Share library resources have become an object of state pride;
  • TexShare has reputation of premier information resources;
  • Expanded information literacy through libraries;
  • TexShare grants support professional certification and incentives to libraries in rural and underserved areas;
  • Premier service organized for state and funded appropriately;
  • Information juggernaut based on libraries used by 90% of the population;
  • Library users value library service as much or more than librarians;
  • Every community with a football field has a library;
  • TexShare surpasses Georgia�s Galileo in number of databases available;
  • Texas influences database vendor behavior;
  • Technical infrastructure supports all constituent groups and individuals who try to dial-in;
  • Bridge to information for Texans;
  • Integrated continuum of library services from cradle to grave;
  • Libraries are recognized as key to economic development;
  • Significant resources for digitization;
  • Rational framework for distance learners from all educational institutions;
  • Recognized as key to statewide economic development;
  • Raised level of expertise through affordable, timely training;
  • New ways to cooperate via preservation;
  • High quality information resources of different formats and complexity to meet people�s needs, enough of the right resources;
  • Delivered to whatever site customer wants � with minimal intervention, seamless intervention;
  • Cooperative purchasing � (saves $) information resources or anything else that libraries share with each other and can save money on;
  • Effective cooperative collection development for non-digitized materials;
  • Dissolve territorial boundaries between different types of libraries while recognizing libraries have unique missions;
  • TexShare leads the way in copyright resolution, rights to share information;
  • Texas digital library, digitizing Texas resources;
  • TexShare is the information safety net for the disadvantaged;
  • Foundations and corporations support libraries;
  • Vendors develop new technologies for libraries;
  • Bright, young people enter the profession;
  • On-line reference available 24/7;
  • TexShare working groups incorporate more staff because distance and isolation are not a problem;
  • Statewide union catalog;
  • Online instruction distributed through Web site, information literacy on tap;
  • TexShare takes leadership in bridging the digital divide;
  • Every library has appropriate automated system and OPAC;
  • TexShare librarian elected Governor;
  • Texas leads the nation in informed citizens;
  • Texas libraries #1 rather than #49;
  • Libraries part of business, government, and educational projects;
  • TexShare explores ways to include school libraries (they are intended to be included where the words "all libraries" are used) ;
  • Resource sharing listed here is the minimum eight years from now;
  • Cost savings in managing libraries through negotiated contracts and groups where appropriate;
  • TexShare library card in all Texas libraries.

Elements of a Vision Statement

  • Network of instantaneous information access regardless of geography or size;
  • Citizens think of libraries as unlimited sources of information instead of types of populations;
  • All types of libraries seen as partners;
  • Increased funding;
  • All libraries are "The Texas Library;"
  • Expand services while containing costs;
  • TexShare an object of state pride�reputation of premier information resources � transcends state borders;
  • 90% of population use libraries;
  • Library users value library service as much or more than librarians;
  • Every community with a football field has a library;
  • Texas influences database vendor behavior;
  • Bridge to information for Texans;
  • Integrated continuum of library services form cradle to grave;
  • Libraries are recognized as key to economic development;
  • High quality information resources of different formats and complexity to meet people�s needs;
  • Delivered to people whenever and wherever they want;
  • Cooperative purchasing and collection development;
  • Dissolve territorial boundaries between different types of libraries while recognizing library missions;
  • Information safety net for the disadvantaged;
  • Vendors develop new technologies for libraries;
  • TexShare working groups are expanded because distance and isolation not a problem;
  • TexShare takes leadership in bridging the digital divide;
  • TexShare librarian elected Governor;
  • Texas libraries #1 rather than #49;
  • Libraries part of business, government, and educational projects;
  • Resource sharing listed here is the minimum in eight years.

Concrete Actions

  • Marketing plan;
  • Sharing resources in libraries and cooperative reference in libraries;
  • Customers of one library are customers of all (reciprocal borrowing, TexShare card);
  • Information literacy;
  • Multi-state partnerships to support information needs;
  • TexShare pays for professional certification and incentives for librarians in rural and undeserved areas;
  • More databases than Galileo;
  • Robust telecommunications infrastructure;
  • Digitization/ Texas Digital Library;
  • Distance learning for librarians;
  • Distance learning for the public through libraries;
  • Preservation;
  • Appropriate, relevant network;
  • Delivery of information and materials;
  • Cooperative purchasing;
  • Cooperative collection development;
  • Copyright resolution;
  • Alternative funding sources;
  • Recruitment of staff (to profession);
  • Online reference 24/7/365;
  • Distance communication;
  • Statewide union catalog;
  • Online instruction (information literacy) for libraries;
  • Online instruction (information literacy) for the public;
  • Automation with OPAC for all libraries;
  • Staffing increase;
  • Include school libraries;
  • Cost savings achieved through centralized, negotiated contracts for library operations and services.

From the list of visioning elements presented above, the three groups developed the following vision statements:

Group 1: Official version of the vision statement

The TexShare Library Consortium shall bring together a partnership of libraries of all types to enable Texans to access and obtain the high quality information resources they need to enrich and enhance their lives. New technologies, new services, and new resources will be delivered to all corners of the state to enable the populace to achieve their economic, educational, and cultural goals.

Group 1: Version A

TexShare will:

  • promote, facilitate, and provide primary leadership for resource sharing in Texas, and
  • efficiently and cost effectively deliver quality information to the citizens of Texas, regardless of location, and
  • be the premier statewide resource sharing consortium, known and involved nationally and internationally.

Group 1: Version B

TexShare envisions and will strive to achieve:

  • a Texas that supports information literacy and access for all citizens, regardless of place, purpose, or status;
  • a Texas whose citizens recognize and support libraries as critically valuable contributors to business, government, education, and leisure;
  • a Texas that is info-rich because each citizen is served by every library, and all libraries work together to identify, purchase, share, preserve, create, and make readily available a wide variety of diverse info services in all formats and languages desired by Texans.

TexShare envisions and will strive to create "Library Texas", a source of service, information, entertainment and pride for every Texan.

Group 1, Version C

The TexShare project will build a network of instantaneous access to all kinds of information for all Texans which:

  • offers a continuum of library and information services to all Texans, regardless of geographical location, and educational, or financial status;
  • provides information from quality sources in formats and at complexity levels appropriate to the diverse needs of users;
  • realizes cost management and efficiency benefits through cooperative purchasing, training, collection development, and resource sharing, even as services are expanded;
  • assures an information safety net for the economically disadvantaged and technologically non-proficient users of library services;
  • erases the boundaries between types of libraries and promotes statewide pride in the availability of library resources;
  • integrates library services into the commercial, governmental, and educational structure of every community.

Group 2

All libraries, large and small, are contributing partners in TexShare to:

  • provide seamless, timely access to state, national, and the world�s resources for all Texans;
  • integrate a continuum of lifelong learning and enrichment delivered when and where needed;
  • enhance the value of libraries to all Texans through cooperation;
  • empower Texans to confidently and effectively access and use library resources.

TexShare is the cornerstone of the state�s economic prosperity and education.

Group 3

Texans will be served by libraries partnering to create a seamless network of unlimited information resources and a continuum of library services. Texans will look to "The Texas Library" first for their information needs.

Page last modified: January 28, 2011
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