Planning

Planning is the organizational process of creating and maintaining a plan. Careful and thorough planning is essential to:  successful implementation in any project  helps overcome resistance to change

Balanced planning involves an ability to make choices and decisions within a limited resource pool. Every decision in the course of forward progress means learning to say yes to some ideas and no to others.

Boss(1997) defines the essential ingredients of planning as: * Problem definition * analysis * synthesis *evaluation *and iteration

Technology planning has become more pervasive in every aspect of people’s work. Hatcher(1995) notes that “ larger libraries find a need for more planning and management and less day-to-day operational work from their systems librarians. ”

Strategic Planning Entails the endorsement of a mission statement and the enumeration of the related goals and objectives that support it. Should result in tactical planning, and it should result in action.

Is one way to visualize what the library will look like in the future and plan specific ways to attain the ideal scenario in three years, five years, or some other time interval. Cont’d…

Action produces outcomes to reevaluate and feed back into revisions of the plan. In some cases, consultants can be useful in the strategic planning process. Cont’d…

Policy Development Policies  articulate the mission of the library in a more granular way.  reflect shared values and define the scope of service that a library hopes to provide.

 ensure that resources are effectively and equitably distributed across the organization.  should be nondiscriminatory and address broad issues. Cont’d…

 consider the organizational culture, traditions, and values affecting your particular institution to ensure relevant policies.  build consensus by keeping interaction focused on shared goals and outcomes. Cont’d…

Information Technology Organization o Technical decisions- addresses whether a computer can perform a task o Policy decisions- focus on whether a computer should perform a given task

BUDGET is generally a list of all planned expenses and revenues. It is a plan for saving and spending.

Planning Tools can be useful for a variety of tasks including personnel effectiveness, resource analysis and evaluation, user perceptions, and cost estimates.

Systems analysis theory postulates congruence among four interacting components: Work accomplished Characteristics of individuals Formal processes Informal relationships

User feedback has a long tradition in academic libraries.  survey are valid but their validity is often reduced by unsophisticated construction.

Costs Software & hardware Maintenance & upgrades Network infrastructure Storage costs Personnel hours Usage Universal volume (local & remote) Public relations Integration capacity Intuitive access Web basis COST- EFFECTIVENESS = Cost/Usage

Writing a Technology Plan helps clarify & specify the goals of the systems office in relation to the strategic plan of the library. is a hands-on guide to specific, short- term technology directions.

should reflect careful consideration of each variable but should be flexible enough to respond quickly to situational changes. can be effective when it’s tied to an annual department reporting process.

Project Management includes the ability to coordinate projects effectively & establish project goals, budgets, & timelines. A key element in successfully completing projects is collaboration with library or campus colleagues.

Time Management is an essential skill associated with project management efficiently run projects always operate within a timeline.

There are five basic components of a successful time management system: motivation awareness of your time- use analysis procedures implementation techniques planning strategies (Walster, 1993,p. 18)

Statistics and Decision Making Integrated Postsecondary Education Data System (IPEDS) - is a comprehensive tool that gathers institution-level data about all organizations that provide postsecondary education.

Integrated Library System Migration An integrated library system (ILS), also known as a library management system (LMS), is an enterprise resource planning system for a library, used to track items owned, orders made, bills paid, and patrons who have borrowed.

An ILS usually comprises a relational database, software to interact with that database, and two graphical user interfaces (one for patrons, one for staff).

Most ILS separate software functions into discrete programs called modules, each of them integrated with a unified interface. Examples of modules might include:

Local Standards Standard- something established for use as a rule or basis of comparison in measuring or judging capacity, quality, content, value, or quality (Michael & Hinnebusch, 1995)

Examples of widely practiced standards in the development of library technology:  Open System Interconnection (OSI)  Transmission Control Protocol/ Internet Protocol (TCP/IP)

Replacement Cycles Computer Rotation Budget (Total of All Installed computers) + (Years of estimated Life) = (Number of Computers to Purchase Annually) Then take (Number of Computers to Purchase Annually) X (Average Computer Cost, e.g., $2000) = (Annual Computer Budget)

Disaster Preparedness and Recovery  established set of emergency procedures In Formulating Emergency Procedures: - anticipate natural disasters such as fire, flood, and electrical failure and formalize the steps required under each scenario.

Install the appropriate software on each server Fire extinguishers should be available in proximate servers Cont’d…

Reporter: Emelita C. Sarita BLIS- 3 Reference Source Ingersol, P. and John Culshaw. (2004). Managing information technology : a handbook for systems librarians. Westport, Connecticut: Libraries Unltd.

Thank You 