Technology Plan, 2001-2004

McMillan Memorial Library - Wisconsin Rapids WI

 

Contents

     Introduction and Mission Statement

A. The Library’s strategy for using information technologies, including the integration of technology into library services.

B. How telecommunications and other services being requested under the E-rate support the objectives of the technology plan.

C. How hardware, software and staff development are used in relation to the services being requested.

D. The Library’s evaluation process.

E. Detail on the use of the services being requested via the E-rate.

 

Introduction

 

This Library Technology Plan describes how the McMillan Memorial Library has integrated technology into its library services and outlines plans for extending and improving a wide range of library services through the use of modern information technology.

 

The plan also describes the level of commitment to funding, training and cooperation that is required for the maintenance and continued development of information services at the Library.

These plans are dynamic and will be adjusted over time in response to emerging trends in information technology, changing community needs, new partnership opportunities, and changes in funding available to the Library. The Library's status assessments for staff training and installed technology will also be updated as progress continues with implementation of the plan.

 

Mission Statement

 

The mission of public libraries is to serve the public and to ensure the freedom to read and to freely choose from all sources of information and knowledge for all of the people.

 

The purpose of the McMillan Memorial Library, as a public service agency, is to provide all residents of the City of Wisconsin Rapids, of Wood County and of the South Central Library System area with a comprehensive collection of materials in a variety of media and formats that record knowledge, ideas and culture; to organize these materials for easy access; to offer guidance and encouragement in their use; to serve the people by providing easily available sources of information, education and recreation; and to offer programs, exhibits and events that promote individual development and enlightenment. The Library does not restrict its materials, exhibits or program selection to traditional formats, but continuously evaluates new technologies and arts for their effectiveness as additions or improvements to the Library’s service to the community.

A. The Library’s strategy for using information technologies, including the integration of technology into library services.

 

Needs Assessment

The broad range of services offered by the Library has been established to meet the information needs of the community and in support of the Library's statutory obligations. Service needs assessments are based on supporting information compiled from a variety of sources, including (but not limited to): a community survey, staff experience in daily Library operations, use reports from the Library's online services, professional publications, and consulting and planning information provided by the South Central Library System (SCLS), DPI's Division of Libraries and Community Learning (DLCL), and Wisconsin InterLibrary Services (WILS).

 

Information technology is an essential component of today's library services. It includes online public access catalogs, electronic reference databases, Internet access and access to digital data on mass storage systems such as CD-ROM and DVD. Cooperative agreements between libraries and appropriate remote access technologies allow patrons to connect to many of the Library's information resources from home, work, school and other libraries.

 

Partnership as a Strategy

The Library’s main strategy for using information technologies is to do so in partnership with other institutions. The main example of this is the Library’s participation in the Library Interchange NetworK (LINK) and other services connected to the South Central Library System (SCLS). Through this partnership, the Library has access to a six county shared library database, five public Internet stations, fourteen public catalog/limited Internet stations and seventeen staff Internet/catalog stations, a full text magazine database and other services. Appendix A lists some of the services and information technologies that SCLS provides. SCLS also has a pre-certified technology plan.

 

The Library also has partnership agreements with Wood County Telephone Company, which provides a DSL connection (four workstations and a meeting room), and Charter Communications, which provides two cable modem connections (four workstations).

 

Supplemental Goals

McMillan has goals that can not be fully realized within existing partnerships. These will require revising those partnerships, forging new ones and/or operating without partners.

 

Goals and Objectives

Goal 1              To participate fully in the technologies planned and/or delivered by the South Central Library System and the LINK automated consortium. See the SCLS Technology Plan  and Appendix A for additional details.

a)      Participate in SCLS/LINK study of the potential addition of databases to LINK backbone, either on CD-ROM or via web access.

b)      Replace the remaining LINK public access terminals with PCs loaded with a graphic web browser for improved Internet access.

c)      Improve current web based access to the shared database (LINKCat).

 

 

Goal 2              To supplement in-library LINK services by providing and promoting additional access to electronic resources.

a)      Continue to provide non-LINK access to the Internet and study the situation for potential improvements.

b)      Continue to promote in-house and non-library (unmediated school, business and home) use of electronic resources via monthly programs, in-library publicity and brochures.

c)      Study the need for additional word processing and Internet workstations.

 

Goal 3              To continue to provide state of the art meeting room facilities.

a)      Maintain Internet access points in the Fine Arts Center (theater), McCourt Conference Room and All Purpose Room (meeting room).  Upgrade the connection in the FAC to high speed..

b)      Study providing Internet access point in the Video preview Room.

c)      Study providing video teleconference capability in the Fine Arts Center (theater) and All Purpose Room (meeting room).

 

B. How telecommunications and other services being requested under the E-rate support the objectives of the technology plan.

 

Many of the objectives listed above involve services that fall within the scope of the E-rate program.

 

Goal 1 primarily concerns services provided through LINK and SCLS and is covered by the SCLS Technology Plan. Though additional connections and will be studied, they are not part of McMillan’s present E-rate request.

 

Goal 2 calls for continuing current non-LINK access to the Internet and studying expanded service. This would involve Internet access and new internal connections.

 

Goal 3 involves continuing current Internet access and planning for high bandwidth video teleconferencing.

 

Integral to the operation of the library is basic telephone service. This was significantly upgraded in 1997 and now includes 22 lines, both digital voice lines and analog modem, fax and TDD lines. Including basic phone service costs in the E-rate program will enable McMillan to make more efficient use of its budget and allow maximum access to the library and its services.

 

C. Describe how hardware, software and staff development are used in relation to the use of the requested services.

 

Information Technology Skills

As the landscape of electronic information continues to grow and change dramatically each year, it is essential that library patrons are able to get directions and assistance from experienced guides. This plan assumes that the roles of various Library staff members must evolve to meet emerging patron needs in this regard. Library staff needs immediate and ongoing training in order to develop and maintain skills with new information technologies.

 

Each individual staff member need not learn all of the new technology skills, but collectively the Library's staff (and its service development partners) need at least minimal competency in the following skill areas and concept groups:

 

·        Online library catalog principles and operations.

·        Access to the Library via web, e-mail or touch-tone phone.

·        Personal computer principles and operations.

·        Personal computer software installation and configuration.

·        Basic computer hardware connections and troubleshooting.

·        Principles of internetworked information systems.

·        Basic web browser principles and operations.

·        Use of Internet search engines and online reference resources.

·        Basic e-mail client software operations.

·        Principles of digital data types (text, HTML, pdf, GIF, executables, etc.)

·        Basic office suite software operations (word processing, spreadsheets, etc.)

·        Basic HTML authoring rules and techniques.

 

In addition to using all of these skills and ideas in daily Library operations, the Library's staff and development partners must be able to impart at least some of these concepts to patrons, so that the community may use the Library's information services most effectively.

 

To aid in planning staff development and evaluating its effectiveness, the Library has established competencies for the various departments and grades. These are attached as Appendix B.

 

Technology Strategy and Design Considerations

The Library serves a community with diverse interests and needs, and is charged with the delicate task of balancing the openness of its information systems with protecting the privacy of its patrons and the security of its technology infrastructure. The Library must also meet its statutory obligations for providing services and for reporting to its governing bodies.

 

To meet all of these diverse responsibilities, the Library is pursuing an equally diverse range of information services. In order to provide the best overall service, the Library's information technologies must be developed in a coordinated fashion, hopefully in a way that provides a seamless integration of the many services being offered. To further this integration of services, technology development planning in the Library must consider a wide range of criteria.

 

Generally, the Library strives to use information technology elements which:

 

·        Conform to national and international standards (ANSI, IEEE, IETF, etc.).

·        Have an open system design (interoperable with other systems).

·        Are scalable or upgradable to accommodate service growth.

·        Are modular in design (for easy swapping of components or connections).

·        Support cross-platform connectivity (DOS, Windows, Mac OS and UNIX).

·        Support multiple connection types (network, phone, modem, wireless, etc.).

·        Offer consistent, well-designed user interface options.

·        Can record, summarize and report pertinent service use statistics.

·        Have a proven track record in mainstream applications.

 

Specifically, the Library and its LINK development partners currently endorse the use of the following elements:

 

·        Wiring with twisted pair Category 5 cable, using modular RJ45 connectors.

·        The use of TCP/IP protocol standards for network connectivity.

·        The use of Internet standards for e-mail and web connectivity.

 

Patron privacy considerations and commercial software licensing agreements must be accounted for in information service design. The Library is also concerned with the security of its information technology elements, and seeks to prevent accidental or intentional interference with their operations. For these reasons, the Library endorses technology elements which:

 

·        Permit anonymous access where patron privacy concerns are at issue.

·        Permit user authentication where software licensing concerns are at issue.

·        Allow for both authentication and privacy protection at the same time.

·        Offer control of the number of simultaneous users of any given resource.

·        Define user classes with different access privileges (patron, staff, admin).

·        Provide access and security for remote administration and configuration.

·        Selectively permit or deny access using appropriate criteria (passwords, time of day, patron bar code and PIN, physical location, IP address, etc.).

 

To facilitate hardware and software development, the Library has undertaken a technology assessment, which is included as Appendix C.

Budget and Funding Considerations

Historically, intensive use of information technology has carried a rather high price tag. This is still true today of its latest developments and most intensive uses. However, some predictions of yesteryear have proved true: Computer networks now span the globe and computers are transforming the way that people and businesses communicate information worldwide.

 

With information technology becoming a mainstream commodity, strong competition is emerging among vendors, so that more and more powerful solutions are becoming available at ever more reasonable prices. In turn, the spread of powerful, affordable personal computers and multimedia authoring tools is fueling the processes that are turning computers into a major publication media.

 

With current prices and market trends, the Library has the opportunity to make major improvements to its installed technology base during the course of this plan. In order to fulfill its mission in coming years, the Library will develop access to the broad spectrum of new electronic media types, and will provide reference information both with them and about them.

 

The Library's budget covers the continuation of current services and a modest expansion of the Library's installed information technology base. The budget may be supplemented by technology investments from LINK and SCLS for special development projects. Other special projects may provide for new technology acquisitions through grant money or sponsor donations. These kinds of partnerships have historically played an important role in library service development and will continue to do so in the future.

 

 

Development Partnerships

The Library has a history of community involvement and cooperation with other libraries and public agencies. Quite often, a partnership with community groups or with other public agencies will result in an economy of scale, allowing the Library to get more return on their investments than would otherwise be possible. The Library recognizes that significant service development cannot continue without strong community support and the pursuit of appropriate project development partnerships.

 

The Library maintains one vitally important library services partnership as a member of the Library Interchange NetworK. The LINK consortium was formed in 1993 to pool funds for the purchase and operation of a shared, second generation, integrated library automation system. Through economy of scale, the LINK consortium provides for a wide range of library services that would not otherwise be possible for most of its member libraries. The Library is committed to working cooperatively with its LINK partners to further the development of information services for all library patrons in the region.

 

D. Evaluation Process

 

The Library’s Technology Coordinator (currently the Assistant Director) will report quarterly to the Library Director on implementation of the Technology Plan and propose modifications. The Technology Coordinator will make use of statistics generated by the automated system and collected by library staff, recommendations by the staff of the Library Interchange NetworK and South Central Library System and suggestions from library staff and patrons.  Each January the Library Director will present a written report on implementation of the Library’s Technology Plan to the Library Board and forward a copy to the Wisconsin Rapids City Council and the South Central Library System.

 

The Library’s Technology Plan will be available to the public both in print and as part of the Library’s website. Public comment will be invited, recorded and used in developing future technology plans.

 

E. Use of the services being requested via the E-rate is addressed in sufficient detail.

 

Services being requested at this time relate to existing telephone and Internet services.

The use of the services relating to these items has been outlined above. The Library is studying additional Internet and telephone services as well as high bandwidth video teleconferencing. While not included in the 2001 E-rate request, these may be part of future requests.

Appendix A: How LINK Services Use Information Technology

 

The Library is a member of LINK, the Library Interchange NetworK of the South Central Library System. LINK is a consortium of public libraries which jointly own and operate a shared library automation system. The shared system is called LINKcat, and it integrates a wide range of crucial library service functions in a single system with a consistent interface. In addition to LINKcat, the Library's LINK consortium membership offers Internet access, Library web site publication, and shared costs in auxiliary database development and the implementation of new technologies.

 

LINK membership also gives the Library direct access to a team of highly skilled information technology professionals. The SCLS Automation team members support the Library in computer system problem resolution, hardware and software installation and maintenance, information services planning and evaluation, and staff training in key technology skill areas. 

 

Library Services Provided by LINK

The LINKcat Dial Access module permits patrons to connect to LINKcat services from home, school or work using a modem or Internet connection. Through its integrated Circulation, Cataloging, Acquisitions, Serials, Community Resources and Public Access modules, the LINKcat server aids the Library's staff and patrons in the following key service areas:

 

·        Public access catalog and materials reservation.

·        Materials acquisition, processing and inventory control.

·        Materials circulation transaction control.

·        Collection and reporting of library use statistics.

·        Local access to electronic information sources.

·        Remote access to electronic information sources.

·        Interlibrary materials sharing (ILL).

 

In addition to LINKcat, SCLS maintains a connection to the Internet via WiscNet and has developed its own Internet domain, scls.lib.wi.us. In support of Internet and other information service extensions being developed on behalf of LINK, SCLS maintains its own DNS name server, a firewall, a web server (www.scls.lib.wi.us) and an e-mail server. These servers aid the Library in the following service areas:

 

·        Internet access to government, consumer interests, schools and more.

·        Internet publication of library and community information.

·        Public education on the use of modern library information resources.

·        Internal and external communications.

·        Interlibrary data and document sharing.

·        Library administration.

 

The LINK Network Operations Center

The LINK consortium maintains a climate controlled computer room to house the LINKcat server and other large servers that are shared between all member libraries. Having a consolidated, centralized network backbone facilitates the coordination of system maintenance operations and makes it easier to integrate the wide range of services being developed by consortium partners. A detailed assessment of the LINK Network Operations Center, its servers, and plans for its further development are presented in the LINK Consortium Technology Plan.

 

The LINK Network Information Center

The SCLS Automation support team maintains a suite of offices adjacent to the LINK Network Operations Center. They use these facilities to coordinate LINK maintenance and development and to offer technical support to member library staff for daily library service operations. The Automation team prepares documentation for staff and patrons using LINK network services, and provides training to member library staff. A detailed assessment of the LINK Network Information Center, its functions, and plans for its further development are presented in the LINK Consortium Technology Plan.

 

The Library's LINK Network Components

An ethernet LAN running TCP/IP networking software provides the backbone of LINK services within the Library. As part of the larger LINK WAN, the IP addresses of the LAN fall into the Internet domain of the South Central Library System (scls.lib.wi.us), providing dedicated Internet connectivity. The ethernet LAN is extended to serial devices (text-only data terminals and some PCs) through a network access server. A high performance Cisco router bridges the Library's LINK LAN to the LINK Network Operations Center with a T-1 digital data circuit. The NOC is in turn connected to the Internet via another T-1..

 

The Library's LINK Access Workstations

The Library accesses the LINK network with several different workstation types, each meeting different service requirements.

 

Text-only data terminals are low cost, low speed devices (19200bps) that are suitable for direct access to LINKcat, LINK's shared integrated automation system. Data terminals are not capable of viewing graphics or storing information locally but are enabled through LINKcat to access external databases and the Internet. These will be phased out over the next year.

 

PCs with a GUI interface (Windows 95, 98, 2000 or NT) serve as enhanced Internet access points and allow for the printing of special document types that cannot be handled by the text-only data terminals, such as scanned images and page image versions of online government forms or articles from periodicals.

 

PCs are connected directly to the LINK ethernet LAN backbone for high speed connections.

 


Appendix B - Staff Technology Skills Assessment

 

Staff competencies

All staff are responsible for an assigned set of competencies commensurate for their positions and duties. As new equipment, software and technologies are implemented, the skills associated with them are added to staff competencies at the appropriate level. All staff in a classification are notified when competencies are changed for that classification. The Technology Coordinator (currently the Assistant Director) is responsible updating and revising the competencies as the situation evolves.

 

Internet Competencies for McMillan Staff (as of 6-1-2001)

Competencies

 

Circulation aides

Basic Dynix - Circulation

Advanced Dynix - Circulation

Basic Dynix - OPAC

Basic Internet

 

Circulation - Full time staff

Basic Dynix - Circulation

Advanced Dynix - Circulation

Basic Dynix - OPAC

Basic Internet

 

Children's Department

Basic Dynix - Circulation

Basic Dynix - OPAC

Basic Internet

 

Reception

Basic Dynix - Circulation

Basic Internet

 

Adult Department

Basic Dynix - Circulation

Basic Dynix - OPAC

Basic Internet

Advanced Dynix/Internet - SIC

 

Processing

Competencies for the areas they back up.

 

Business Office

Basic Internet

Basic Dynix - Circulation

 

q       Log Dynix stations on and off.

q       Access Dynix e-mail.

q       Access Eudora e-mail if assigned an account.

q       Check out items.

q       Change the date due.

q       Renew an item within circulation module.

q       Use a patron’s name to check out.

q       Understand patron blocks and how to respond to them.

q       Check in items and route them (Send, Transit Hold and Hold)

q       Sort SCLS delivery and check in.

q       Know how and when to use book drop check in.

q       Know the date due periods and overdue fines of various materials.

q       How to place, cancel, activate and inactivate holds.

q       Call SCLS staff for help.

q       Use the cordless phone.

q       Check and reset modems

 

Advanced Dynix - Circulation

q       Know how to accept full and partial fine payments.

q       Know the functions on the cash register, including how to enter fines, lost books, rental books and other transactions.

q       PURF (interpret, enter, and resolve data), including refunds.

q       Do fast-adds.

q       Claims returned procedure.

q       Know how and when to waive fines.

q       Know how to arrange for mail, phone and e-mail notification.

q       Know how and when to use fine free check in.

q       Know how to register patrons.

q       Recognize proper identification for registration and checkout.

q       How to erase or modify a PIN.

q       Use CIV to change collection code and ITYPE

q       Familiar with PC Reliance backup software.

Basic Dynix - OPAC

q       Know how to read and explain a COPY STATUS screen.

q       Review patron record functions, including:

q       Renew items.

q       Check queue and hold status.

q       How to place, cancel, activate and inactivate holds.

q       Title and title keyword searches

q       Author searches

q       Subject and subject keyword searches.

q       Sorting results.

q       Limiting results.

q       Know how to select a range of records from search results and use "NT" and "PT" to move within selected records.

q       Saving and printing bibliographies.

q       Community resource database.

q       Magazine database.

q       All other requirements covered in internal program.

Basic Internet

q       Any of the basic Internet tutorials listed on McMillan's web site.

q       Fifty top Internet sites as listed on our web site.

q       Internet searching program as listed on web site

q       Familiarity with the Library's web site.

q       Know the differences among the types of Internet access available at the Library.

q       Use Eudora e-mail to check and reply to messages (those with accounts only).

q       Know the troubleshooting steps for the Library's Internet stations: close software, soft boot, hard boot.

 

Advanced Dynix/Internet - SIC

q       Parameter check and other troubleshooting techniques.

q       Location of Ethernet hubs, terminal servers, routers and other telecommunication equipment.

q       Dial into LINKCat and assist patrons in doing so.

q       Use WebPac to access LINKCat and assist patrons in doing so.

q       Advanced searches in magazine database.

q       Use hidden commands (LP, ST, USE, HOLDS) and interpret results.

q       Program keys and passwords on terminals and PCs.

 

 

Last revised November 4, 2003


 Appendix C: Installed Technology Assessment

 

 

In support of its objectives and obligations, the Library currently owns or operates the information technology components listed below, or has allocated budget funds and approved their purchase.

 

Cabling and Connections

The Library has 22 voice-quality telephone lines. Five of these lines are used for analog connections, linking the Library to the community and/or the Internet.

 

The Library has one special data-grade phone line. This line is dedicated to a T-1 Digital Data Service for the Library's LINK Wide Area Network connection.

 

Wood County Telephone has donated a DSL connection (used by four PCs and a meeting room).

 

Charter Communications has donated two cable modem connections (used by four PCs).

 

The Library uses Category 5 (rated to 100 MHz, suitable for Ethernet 100Base-T, 10Base-T) cable for internal networking:

 

The Library has category 5 twisted pair cabling for use with its LINK LAN. Forty seven locations in the building are cabled for LINK, WCTC or Charter LAN connections.

 

Workstations

The Library operates the following data terminals and PCs to provide access to its information services:

 

Nineteen networked PCs for staff use (minimum 48 MB) connected by ethernet to the Library's LINK LAN via TCP/IP for full Internet connectivity. Ethernet connected PCs have e-mail and web browsing software, and use Windows peer-to-peer networking for file and application sharing.  Thirteen of these machines are also licensed for LINKCat.

 

Five networked PCs for public use connected by ethernet to the Library's LINK LAN via TCP/IP for full Internet connectivity.

 

Thirteen networked PCs for public use connected by ethernet to the Library's LINK LAN via TCP/IP for limited Internet access and use of LINKCat.

 

 

Four networked PCs for public use connected by Ethernet to a DSL donated by Wood County Telephone Company. These include word processing and other software.

 

Four networked PCs for public use connected by Ethernet to two cable modems donated by Charter Communications. These include word processing and other software.

 

Two standalone PCs for patron use for use with CD-ROM products.

 

Local Area Networks

The Library maintains one Local Area Network (10BaseT ethernet, extended to serial devices via a network access server) for use with LINK connectivity. At present there are thirty-eight PCs on this network.

 

Network Access Servers

The Library has one twenty four, one sixteen and one eight port network access server for use with LINK connectivity. The LINK access server provides serial port connections for text-only data terminals and PCs, and translates these connections into network access using telnet software or the TCP/IP Point-to-Point Protocol (PPP). *

 

Network Traffic Routers

The Library has 1 network traffic router for use with LINK connectivity. The router (a Cisco 2500 series) bridges the Library's local LINK LAN to the LINK Wide Area Network through a T-1 digital data circuit. *

 

*LINK network connectivity equipment is owned by the LINK consortium and its acceptable use, configuration and development is governed by consortium policy.

 

 

Maintenance Contracts

The Library's LINK technology elements (terminals, PCs, network equipment and software) are maintained by LINK consortium staff as part of the Library's LINK membership benefits. The Library is only responsible for replacement parts costs for PC and printer components which are out of warranty.

 

Electrical Capacity

The Library has evaluated its electric power capacity and in 1997 undertook a remodeling program to ensure that it is adequate to meet the needs of the technology development projects described in this technology plan. Continued growth in the use of information technology in the Library may require additional electrical capacity, and capacity must be re-evaluated during the planning stage of each new technology project in the Library.