E-LIBRARIES F301

Technology Planning: A Case Study and Blueprint

Presented by

Navjit Brar

California Polytechnic State University

San Luis Obispo, CA

nbrar@calpoly.edu

Early steps taken…………………

BackgroundStrategic PlanNeed AssessmentAnalysis

StaffingCurrent Processes InventoryAccess – NetworkAccess – HardwareAccess – SoftwareTrainingSupport

Gathered dataLibrary Management System Vendor CSU Expenditure on Technology

Presented to the Library Management Team

Presented to the Provost & Vice Provost

Early steps taken…………………

Early Adoption of InnovationAt Kennedy Library

Automated CirculationAutomated ProcessingOnline CatalogDesktop Workstations for StaffPublic/Patron WorkstationUpdating InfrastructuresElectronic ResourcesUnmediated Services to Users ITS Dedicated Terminal Lab

Technology Spending at Kennedy Library

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

Technology Expenditure 1990-98

90-9191-9292-9393-9494-9595-9696-9797-98Total

Total Expenditures: $1,037,000

Source: CSU Annual Library Statistics

Source of Funding

Kennedy Library’s base budgetNetwork infrastructure – ITSSpecial Projects - CSU

Technology Spending Projections1998-2002

90,000

367,000

129,000 129,000

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

1998-99 1999-00 2000-01 2001-02

Total Anticipated Expenditure 1998-2002= $715,000

Source of future funding

CSU?Cal Poly? ITS?Library?Grants?

Technology Plan – Four Themes

Where does the library want to go as a whole?

What is the Target Environment (TE)?How do we achieve the TE in a timely and

efficient fashion?What will it cost to move from the current

to the TE?

Vision of CSU : To enable all students, faculty, and staff to communicate to anyone, from any place, at anytime, through access to the full range of resources needed in the learning and teaching experience.

Technology Plan – Four themes

Where does the library want to go as a whole?

Vision & Mission of Cal Poly ITS: To connect people, processes, and content through the effective use of reliable information, computing, and telecommunications technologies and consulting services in support of the University’s core mission to provide quality education in a “learn by doing” environment.

Technology Plan – Four themes

Where does the library want to go as a whole?

Theme of Kennedy Library

Reaching out: Building the Library’s Future

By reaching out, the library wants to actively make a difference in furthering the Cal Poly mission, and become a campus center for teaching and learning.

Advancing this theme means enhancing our current information systems and developing new services to bring information to our users at the time and point of need.

Technology Plan – Four themes

Where does the library want to go as a whole?

Vision of Kennedy Library

Library prides itself on the early adoption and innovative application of information technology. Our challenge for the future is to balance tradition with technology to make information accessible regardless of form, place or time

Technology Plan – Four themes

Where does the library want to go as a whole?

Technology Plan – Four themes

What is the target environment?

Library of the 21st Century

DOCUMENT DELIVERY SVS

DATA STORAGE/ACCESS

CA

MP

US

BA

CK

BO

NE

COMPUTER LABS

RESEARCH LABS

PRINT COLLECTION

STUDY/SMARTROOMS

SMART TEACHINGCLASSROOM

SATELLITE/ ON DEMANDSERVICES

EJOURNALS,EBOOKS

ERESOURCES

LIBRARY’S DIGITIZED

COLLECTION

ELECTRONIC RESERVES

STUDENT DEVELOPMENTFACILITY

CENTER FOR ACADEMIC

EXCELLENCE

FULLTEXT DATABASES

Amendments to the original article

Lead in CollectionsThis strategic area contains objectives that acknowledge the critical importance of collections and place effective collections management at the center of services and programming. The strategy is to improve the collection of and access to electronic resources available to the library’s users through the online catalog and to create digitized collections and programs to support the curricular and research needs of the university.

Technology Plan – Four themes

Outcomes of the TE

Collaborate in Teaching and LearningIn today’s information age, it is imperative to produce graduates who are competent and literate users of information. This strategic area recognizes the library’s increased role as a teaching and learning commons for the university, where students, faculty and staff can effectively and efficiently learn how to use information in its various formats. This strategy includes providing smart teaching classrooms/study areas, student/faculty/staff development facility, and fully equipped research and computer labs.

Technology Plan – Four themes

Outcomes of the TE

Excel in serviceService is the watchword of the library. Within this area of focus are objectives articulating and reaffirming this commitment to service and identifying ways in which services can be strengthened and enhanced to better address user needs. The strategy is to improve and expand user access to collections by increasing holdings represented in the library’s catalog, providing links to much-demanded electronic resources, improving customer service through more effective space utilization and renovation of selected library environments, and planning for a new teaching and learning center as part of the Digital Teaching Library.

Technology Plan – Four themes

Outcomes of the TE

Foster Organizational ChangeThis provides a context to support and sustain the overall mission and strategic plan of the library that strengthens our ability to act in an effective manner to address the changing roles of our campus and our curriculum. The strategy is to improve service to library users by improving internal communication systems and incorporating new technologies.

Technology Plan – Four themes

Outcomes of the TE

Technology Plan – Four themes

How to achieve the TE?

CSU ITS/T11 Status and Direction October 1998

CSU Integrated Technology Strategy•Personal Productivity•Excellence in Learning & Teaching•Quality of Student Experience•Administrative Productivity and Quality

Initiatives/Projects

FULLTechnology Prerequisites

BASELINE

CURRENT

Network Hardware Software

AccessTraining Support

Outcomes

Mille

nniu

mW

irele

ss T

ech

nolo

gy D

igita

l Colle

ctions

Dig

ital T

each

ing Lib

rary

Lead in Collections

Collaborate in Teaching and Learning

Excel in Service

Foster OrganizationalChange

Initiatives

Technology Plan – Four themes

How to achieve the TE?

CURRENTBASELINE

FULLTechnology Prerequisites

Initiatives/Projects

GoalStrategies, how can the library achieve the

target environment in a timely and efficient fashion?

What is the current environment?What is the implementation plan, and what

will it cost to move from the current to the target environment?

Technology Plan – Four themes

How to achieve the TE?Technology Plan organization

Technology Plan – Four themes

How to achieve the TE?Access – Network

APPENDIX F 

California State University 

ITS-TII 

MINIMUM BASELINE STANDARDS(Working Draft)

  

Introduction The California State University, through the Technology Infrastructure Initiative (TII) component of its Integrated Technology Strategy (ITS), is pursuing the build-out of the intra-campus telecommunications infrastructures at each of the 23 CSU campuses. This system wide project is the culmination of years of intensive effort by staff members across the University, efforts which have included the creation of a Telecommunications Master Plan (TIMP) for each campus and the development of the system's comprehensive technology standards, such as the Telecommunications Infrastructure Planning (TIP) Guidelines and the Minimum Baseline service provisioning standards.

For detail information, please click: http://its.calstate.edu/documents/its_report.pdf

4CNet(Internet)

Cisco 7507Router ("Fred")

CA

L P

OLY

LIB

RA

RY

100Mbit Cat5

CampusBuildings

Cisco Catalyst2900 Switch 14port 10/100

Rm. 120A

Campus Backbone

100Mbit

100Mbit

100Mbit

100Mbit

Robert E. KennedyLibrary

Basic NetworkLayout

2/05/01 Mark A. Smith 1Date Revised: Prepared By: Page

100MbitFiber

(Duplex)

LantronixTerminal Servers

Rm 101E

poetry (INNOPAC)Alpha 3000

129.65.20.27

Cat2TP

Cat2TP

(Serial)

legend (NT4 BDC)129.65.20.160

opera (NT4)129.65.20.185

pharos (NT4)129.65.178.172129.65.178.173

pssweb2 (MAC 8.6)Assimilator

129.65.20.213

lshelp (Mac 9.1)129.65.20.209

srvcs129.65.20.128

sci-fi129.65.20.26

macabre/srproj129.65.20.30

10MbitCoax

AUICables

AUICables

epic (NT4 PDC)129.65.20.39

mythic (NT4 BDC)129.65.20.158

Cabletron MT800Xcvr (MAU)

10Mbit Cat5

10Mbit

lfalcon (NT4)Gov Docs

129.65.20.121

10Mbit

Coax ( InternalNetwork)

gothic 129.65.20.41

i:\ls\ls_docs\baseline98\lib3_full.vsd

100Mbit Cat5

100Mbit Cat5

102A Closet(LS)

111X Closet(Ref)

109 Closet(Elevators)

5th W

4th W

3rd W

2nd W

1st w

5th E

4th E

3rd E

2nd E

1st E

Character-BasedDumb Terminals

10Mbit Cat5

Linux ServersRm 101E

webpac19 (MAC 9.1)Mac Mgr

129.65.20.216

ITS DHCP129.65.177.253

san_luis_o_uias (NT4)129.65.20.25

Servers (Rm 101E)

Current Infrastructure as of Feb 2001

LEGEND

Cisco 29xxSeries

Asante 522424Port 10Mb

(1-100) Switch

Asante 48portShared Hub

10MB Chassis

Asante 6224 24Port 10/100

Switch

100

Alpha Server(Unix)

batscpc01 (NT4)129.65.20.178

multiweb (NT4)129.65.20.132

mmdpc083374(Linux test svr)129.65.178.185

100Mbit

NT 4 ServerSP6

Linux ServerRed Hat

MAC Server

217A LRC Lab

100Mbit Cat5

100Mbit Cat5

100

daedalus (NT4)129.65.20.45

discover (NT4)129.65.178.135

datamore (NT4)129.65.178.190

100

100Mbit Cat5

Cisco 2940XL24port 10/100

REK Expressariel (NT4)

129.65.20.42

100Mbit Cat5

5th FloorNetworked

PC's & Macs

4th FloorNetworked

PC's & Macs

3rd FloorNetworked

PC's & Macs

2nd FloorNetworked

PC's & Macs

1st FloorNetworked

PC's & Macs

100

100

214 Closet (Elev)

310 Closet (Elev)

407 Closet (Elev)

507 Closet (Elev)

Cat2TP

(Serial)

MultimediaServers (Rm 107)

Cisco 294848port 10/100

114XITS lab closet

(Reserve)

100Mbit Cat5

1

2

3

4

5

Area needing addtl .24-port Cisco 3540Sw to replace serialports (Millennium)

1, 2,...In priority order,

replace hubs w/ Cisco 3548

switches

218 Closet(Serv. Elev.)

111X Closet(Ref)

1st FloorITS Lab

PolyConnect

Network Infrastructure

Technology Plan – Four themes

How to achieve the TE?Access – Hardware & Software

APPENDIX EWORKSTATION HARDWARE AND SOFTWARE STANDARDS

(1998-2001)

Minimum Hardware Standards for Windows PlatformsRecommended Minimum Desktop Hardware Standards (Effective FY 1998/99) 

Processor Pentium® II processor 350 MHz with Intel 440 BX chipsetCache: 512KB L2 cache integrated into the processor cartridgeMemory 64 MB of 100MHz SDRAMFlash BIOS 2MB Flash memory

Recommended Minimum Laptop Hardware Standards

Processor 233 Mhz Pentium® II processor with Intel 440BX chipsetMemory 64 MB of 100MHz SDRAMHard Drive 4.0 GB hard drive

For detail information, please click http://its.calstate.edu/documents/its_report.pdf

0

50000

100000

150000

200000

250000

300000

1999/00 2000/01 2001/02

Network

Hardware

Software

Training

Support

Tax

Total

Technology Plan – Four themes

What will it cost to move from the current to target environment?

Total Expenditure 1999-2002= $594,888

Annual ProjectionsAccess – Infrastructure: $15,000Access – Hardware: $142,000Access – Software: $20,000Training - $10,000Support - $15,000Total - $202,000

Technology Plan – Four themes

What will it cost to move from the current to target environment?

Conclusion

Educate campus, information technology, and library leaders

Library technology plan must represent how it will enhance the services and meet the vision of the library, campus, and CSU system

Library technology plan be part of Information Technology Services plan

Collaboration

CSU - Measures of Success

Campuses vary greatly in their ability to provide students, faculty and staff comparable access to information technology resources. The inadequacies and disparities that motivated campus presidents to work together to improve the technology infrastructure for all CSU campuses persist, but the technology gap is now becoming narrower rather than wider. The campus, system and individual data collection activities associated with this report have been institutionalized throughout the system. A structure and process have been established, and the quality of the data should improve over time as refinements are made to them. In both breadth and depth, information technology has permeated every important facet of the modern university, academic or administrative. The issues and the data reviewed in this report indicate clearly that a technology infrastructure is a prerequisite for quality and productivity in the digital age. The CSU Information Technology Strategy is a comprehensive blueprint for infusing technology into the curriculum as well as administrative systems. The ITS provides an effective planning framework and strategy for exploiting the efficiencies offered by technology while improving quality and meeting the enrollment demands of the next two decades. For the first time, the system is moving toward standardization and consensus on a wide range of important conceptual and technical issues. The Measures of Success process requires that operational definitions be agreed upon to support both data collection and development of a common language for describing success.  The Measures of Success accountability model presented here goes far beyond the metrics themselves. It is an implicit recognition that information technology is the crucial infrastructure of the 21st Century, similar to the role that a physical infrastructure played in previous eras

http://its.calstate.edu/documents/its_report.pdf

CSU Libraries Expenditure

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

1996/97 1997/98 1998/99 1999/00

1996/971997/981998/991999/00

Total Expenditure 1996-2000= $15,908,564Source: CSU Annual Library Statistics

CSU ITS Web site

http://its.calstate.eduhttp://www.calstate.edu