IST 613 M002 Spring 2015 Page 1
Instructor Name & Contact Information:1
Instructors Jill Hurst-Wahl
Email [email protected]
Twitter Jill_HW, hashtag for the class is
#613campus
Telephone (315) 443-1070
Office Hinds Hall, room 208
Office Hours Thursdays, 2-4 p.m.
Course Title & Number: Library Planning, Marketing,
and Assessment, IST 613
M002
Term: Spring 2016, Jan. 21 – April 28
(Spring Break: March 13-20)
Class Time: Thursday, 5:00 – 7:45 p.m. (Note: We will discuss class time during first
class)
Class Location: Hall of Languages, room 207
Syllabus Modified: Oct. 25, 2015
A. Pre-and/or Co-requisites: None.
B. Course Purpose: On a regular basis, librarians must understand their user base, plan their
services based upon the needs of users, market their services to those users, and assess the
success of those services. The goal of this class is to focus on those activities as applied to the
core functions of the library, focusing on the development of print and electronic library
collections, systems, and public services.
Catalogue Course Description: User-focused planning, marketing, and assessment activities
that support core functions of libraries, such as collection development, systems, and public
services.
Curriculum Outcomes (mapped to iSchool MSLIS program outcomes):
1. Philosophy, Principles, & Ethics of Librarianship
a. In different library and information contexts, students will apply theory, conceptual
principles, and scholarly research.
1 Please note that the discussion of grades must occur in person, by telephone, using the private message feature in
Blackboard, or using an SYR email account.
This DRAFT syllabus is provided so
you can:
1) see what textbooks are used in the
class, and
2) understand what the class
schedule and assignments have
been in the past.
This syllabus will be updated and
republished prior to the start of the
Spring 2016 semester.
IST 613 M002 Spring 2015 Page 2
b. In different library and information contexts, students will engage in teaching, service,
and research.
3. Information Services
a. Students will create and manage user-centered information services and systems to meet
the needs of changing and diverse communities.
b. Students will analyze the information needs of individuals and communities in the
context of demographic, social, economic, and ethical factors.
c. Students will create and manage user-centered information services and systems by
discovering and synthesizing existing resources, systems, and services.
d. Students will develop and disseminate new resources, systems, and services.
5. Professional Communication & Leadership Skills
a. Students will communicate appropriately to individuals and groups through discussions
and presentations.
c. Students will apply teamwork, management, and leadership principles both conceptually
to library and other information settings and in collaboration with other students
through group projects.
C. Course-Level Student Learning Outcomes: As a result of this course, students will be able to:
1. Articulate the roles of information professionals focused on library planning, marketing,
and assessment.
2. Analyze and report on user needs.
3. Employ project planning strategies.
4. Understand the marketing and advocacy needs of libraries.
5. Create a project plan for a library-related service.
6. Create a marketing plan for a library-related service.
7. Create an assessment plan for a library system/service.
8. Rethink or refine ways in which the library can deliver value and impact.
9. Develop recommendations to help a library create and communicate increased value and
impact.
D. Required Texts, Readings and Supplies: It is assumed that each student will have regular
access to the Internet in order to obtain additional readings as well as to interact between class
sessions.
Textbooks: Both of the textbooks below are available online through the SU Libraries. Use
the search box on the library’s homepage (library.syr.edu) to search on a textbook title. You
can download or print those sections that you need for the weekly readings.
Rubin, Rhea Joyce, and Association Public Library. Demonstrating Results: Using
Outcome Measurement In Your Library. Chicago: American Library Association, 2006.
eBook Academic Collection (EBSCOhost). Web. 22 Oct. 2014.
Fisher, Patricia H., Marseille M. Pride, and Ellen G. Miller. Blueprint For Your Library
Marketing Plan: A Guide To Help You Survive And Thrive. Chicago: American
IST 613 M002 Spring 2015 Page 3
Library Association, 2006. eBook Academic Collection (EBSCOhost). Web. 22 Oct.
2014.
If you want a hardcopy version of either textbook, please check with your favorite bookseller
or with students that have previously taken this class. Copies are also available through the SU
Bookstore. Previous (or newer) editions of the textbooks can be used in this class.
Additional Reading: Additional required readings will be available on through SU Libraries
databases or the open web.
Related Books: The following books are being used by your instructor during the semester.
These books may be available for your use through the SU Libraries or at a public library in the
region:
Beckwith, Harry. Selling the Invisible. New York: Warner Books, 1997.
de Bono, Edward. Six Thinking Hats. New York: Little, Brown & Co., 1985.
Gelb, Michael J. How to Think like Leonardo da Vinci: Seven Steps to Genius Every Day.
New York: Delacorte Press, 1998.
Godin, Seth. Tribes: We Need You to Lead Us. New York: Penguin Group, 2008.
Heath, Chip, and Dan Heath. Made to Stick: Why Some Ideas Survive and Others Die.
New York: Random House, c2007.
Supplies:
Each team will need be able to meet once with its host librarian at the librarian’s place of
work. For many teams, that will require access to a car in order to travel to the library. If
meeting in person is not an option (due to distance), the team should arrange a meeting via
phone, Skype or some other means.
Student teams may want to use an online collaboration tool such as Google Drive,
Evernote, Wiggio or Zoho, or another web 2.0 tool (e.g., Skype or DropBox) in order to
work on the assignments and share information. Teammates should come to a consensus
on what would work best for them and be willing to train each other if necessary.
200-300 sheets of paper (non-scrap) for printing the assignments.
Hardcopy versions of assignments – handed in prior to the last class – will need to be either
stapled or kept together with paper/binder clips.
For the last class, each student team will present a poster on its project and will need to
have access to the supplies necessary for that endeavor.
At the last class, students should dress in appropriate business or business casual attire (i.e.,
no jeans). Students may want to dress in business or business casual attire when they meet
with their host librarians early in the semester. The idea is look more like a professional
than a student.
At the end of the semester, each team will need a binder and a CD (or USB drive or some
other means of delivering a digital file) in order to give a print and digital version of the
final documents to the host librarian. A copy of the final documents is also handed into the
instructor and needs to be “fastened” together (e.g., binder, binder clips, etc.).
IST 613 M002 Spring 2015 Page 4
Note:
While the use of color graphics and text looks nice, printing in color is more costly. Teams
may want to limit their use of color; even in the final binder (e.g., do not have color text on
every page).
Past classes have found that printing in color in Hinds Hall is less costly than printing in
color in the SU Libraries. Please check on printing costs before you print!
The poster should be in color (or have color); however, teams should consider how to do so
in a cost effective manner.
E. Course Calendar, Assignments & Grading:
Course Calendar: The course calendar lists readings for the semester; however, additional
readings may be assigned as needed. Readings are listed in four categories:
Read – If a reading is categorized under “read”, then it is mandatory that you read and
understand the material. These reading assignments will help you understand the topic and
the assignments.
Review – Readings categorized under “review” may present information from a different
point of view or duplicate other material. You should review these items to ensure that you
understand the material. You might do the review by skimming or quickly reading the text.
If the concepts are not clear to you, then you may need to read in-depth.
Skim – Items marked “skim” should be looked at and skimmed through. They are likely
items that you need to be aware of because of the topic, author, or importance to the
profession.
Optional – These items are for your information and may be read, if you so desire. You
might also want to bookmark them for later use.
Readings are from the textbooks, web sites and SU Libraries databases. In some cases, you
will have to do a database search in order to obtain a copy of the article. Some “readings” will
actually be audio, video or other content.
Assigned reading must be completed before the class session that week in order to participate
fully in discussions and in-class exercises.
URLs can quickly become invalid due a web site being reorganized. If you come across a URL
that no longer works, please put the item’s title in an Internet search engine and look for an
item with the exact same title. If you find a new URL, please post it in Blackboard for your
classmates. If you cannot locate a new URL for the item – after you have searched for it
yourself – then contact the instructor.
IST 613 M002 Spring 2015 Page 5
Week Topic Reading Assignment
1 – Jan. 15
Course
Introduction
Planning,
Marketing, &
Assessment
Overview
Literature
Reviews
Read:
Course syllabus
Kellsey, Charlene. "Writing the literature review: Tips for academic librarians." College & Research
Libraries News 66.7 (2005): 526-7, 534. Library Lit & Info Full Text. Web. 4 Jan. 2011.
View video on “How to Read an Academic Paper” in Blackboard under “Assignment Help”
View two videos on “Writing the Literature Review” in Blackboard under “Assignment Help”
Review:
Past PMA documents in Blackboard under “Assignment Help”
Sample Literature Reviews (note that the literature review may only be part of the article):
o Mounce, Michael. "Working Together: Academic Librarians and Faculty Collaborating to
Improve Students' Information Literacy Skills: A Literature Review 2000-2009." The
Reference Librarian 51.4 (2010): 300-20. Library Lit & Info Full Text. Web. 4 Jan. 2011.
o Fagan, Jody Condit. "Usability Studies of Faceted Browsing: A Literature Review."
Information Technology and Libraries 29.2 (2010): 58-66. Library Lit & Info Full Text.
Web. 4 Jan. 2011.
Selection of:
Host Library,
Host Librarian
& Service
Teammates
This is done in-
class. (ungraded)
2 – Jan. 22
User Needs
Assessment
In-class
exercise:
Team building
Read:
Casey, Michael E., and Laura C. Savastinuk. Library 2.0: A Guide To Participatory Library Service.
Medford, N.J.: Information Today, 2007. eBook Academic Collection (EBSCOhost). Web. 29 Dec.
2014. Chapter 2, pp. 11-18.
Dymer, Chuck. "Six Hats to Manage Your Next Meeting." Successful Meetings 53.9 (2004): 30-31.
Hospitality & Tourism Complete. EBSCO. Web. 5 Jan. 2011.
Gibbons, Susan. Techniques to understand the changing needs of library users. IFLA Journal, ISSN
0340-0352, 06/2013, Volume 39, Issue 2, pp. 162 – 167.
http://www.ifla.org/files/assets/hq/publications/ifla-journal/ifla-journal-39-2_2013.pdf
3 – Jan. 29
No face-to-
face class.
Lecture will
be delivered
via
Blackboard.
Defining Users
Getting Sticky
Group
exercises:
Fisher
Worksheets
2&3
Read:
Fisher and Pride. Blueprint for Your Library Marketing Plan: A Guide to Help You Survive and
Thrive. Chicago: American Library Association, 2006.
o Chapter 2 (Mining Data, p. 11-23)
Hines, Samantha Schmehl. "Made to Stick: The Book by Chip and Dan Heath, Adapted to a Library
Audience." PNLA Quarterly 73.1 (2008): 22-3. OmniFile Full Text Mega. Web. 4 Jan. 2011.
Heath, Chip, and Dan Heath. "Finding Just Enough of That Sticky Stuff." Brandweek 48.5 (2007):
21-4. OmniFile Full Text Mega. Web. 4 Jan. 2011.
Group exercises:
Fisher
Worksheets 2&3
(ungraded)
IST 613 M002 Spring 2015 Page 6
4 – Feb. 5 Strategic
Planning
Creating a
project
overview
Read:
Linn, M. (2008) "Planning strategically and strategic planning", The Bottom Line, Vol. 21 Iss: 1,
pp.20 – 23. Emerald Insight
Germano, M. and Shirley M. Stretch‐Stephenson. Strategic value planning for libraries. The Bottom
Line 2012 25:2, 71-88. Emerald Insight
Velasquez, Diane. Library Management 101: A Practical Guide. Chicago: ALA Editions, an imprint
of the American Library Association, 2013. eBook Academic Collection (EBSCOhost). Web. 29 Dec.
2014. Chapter 5, pp. 77-89.
Literature
Review
In-class exercise:
Creating a project
overview
(ungraded)
5 – Feb. 12 Project
Planning:
Goals &
Outcomes
Read:
Fitsimmons, Gary (2013) "Developing a vision for the library", The Bottom Line: Managing library
finances, Vol. 26 Iss: 3, pp.95 – 97. Emerald Insight
Rubin, Rhea J. Demonstrating Results: Using Outcome Measurement in Your Library. Chicago,
American Library Association, 2006.
o Chapter 1 (What, When, and Why of Outcome Measurement, p 1-18)
o Chapter 2 (Determine Outcomes, p 19-31)
o Chapter 3 (Make the Outcomes Measurable, p 32-41).
Optional:
Shaping Outcomes, http://www.shapingoutcomes.org/
In-class exercises:
(1) Creating goals
& outcomes; (2)
Rubin, Tool Kit
A, Workform 2-5
(ungraded)
6 – Feb. 19 Project
Planning:
Tools &
Techniques
Project
Planning Q&A
Read:
Cervone, H. Frank (2010) "Applied digital library project management: Using decision tree analysis
to clarify multipath problems", OCLC Systems & Services: International digital library perspectives,
Vol. 26 Iss: 1, pp.14 – 17. Emerald Insight.
Massis, B. E. (2010). Project management in the library. New Library World, 111(11), 526-529.
ProQuest.
Simon, C. (2011). An examination of best practices and benchmarking in corporate libraries. The
Journal of Management Development, 30(1), 134-141. ProQuest.
Snyder, Herbert and Elisabeth Davenport, (1997) "What does it really cost? Allocating indirect
costs", The Bottom Line, Vol. 10 Iss: 4, pp.158 – 164. Emerald Insight
Eveans, G. Edward (2001) "The in’s and out’s of library budget preparation", The Bottom Line, Vol.
14 Iss: 1, pp.19 – 23. Emerald Insight
In-class exercise:
Creating a project
budget (ungraded)
7 – Feb. 26 Marketing Read:
Fisher and Pride. Blueprint for Your Library Marketing Plan: A Guide to Help You Survive and
Thrive. Chicago: American Library Association, 2006.
o Chapter 1 (Strategic Plans, p 1-10)
o Chapter 3 (Developing the Marketing Plan, p 24-29)
o Chapter 4 (Marketing Plan Introduction, p 30-42)
o Chapter 5 (Target Markets: Will the Service Meet Their Needs? p 43-50)
Project Plan
Bring to class
marketing
materials that
you admire
and/or dislike
(ungraded)
IST 613 M002 Spring 2015 Page 7
Optional (school libraries):
Wallace, Virginia. "What Works? Marketing? Public Relations? Yes, and More--Advocacy
Background." School Library Media Activities Monthly 29.9 (2004): 49-51. Library Literature
database
Schrock, Kathy. "ABC's of Marketing." School Library Journal 49.11 (2003): 36-37. Library
Literature database
Burkman, Amy. "A Practical Approach to Marketing the School Library." Library Media Connection
23.3 (2004): 42-43. Library Literature database
Optional (special libraries):
Chmelik, Samantha. "Market Research for Libraries." Information Outlook 10.2 (2006): 23-25.
(Available through the Library Literature database via SU Libraries)
Lee, Deborah. "Market Research: Market Segmentation and Libraries." Library Administration and
Management 18.1 (2004): 47-48. Library Literature database
Lee, Deborah. "Market Research: Laying the Marketing Foundation." Library Administration and
Management 17.4 (2003): 186-88. Library Literature database
8 – Mar. 5 Marketing
Marketing
Q&A
Read:
Snyder, Herbert and Elisabeth Davenport, (1997) "What does it really cost? Allocating indirect
costs", The Bottom Line, Vol. 10 Iss: 4, pp.158 – 164. Emerald Insight.
Dempsey, Kathy. “What Marketing Experts Think is Most Important.” (Chapter 5) Accidental
Library Marketer. Medford, NJ: Information Today, 2009. eBook Academic Collection (EBSCO)
Fisher and Pride. Blueprint for Your Library Marketing Plan: A Guide to Help You Survive and
Thrive. Chicago: American Library Association, 2006.
o Chapter 6 (Assessing the Current Marketing Situation: How Does Your Service Stack Up
in the Marketplace, p. 51-65)
o Chapter 7 (Setting Goals and Objectives with Supporting Strategies: The Art of Focusing
Your Resources, p. 66-74)
o Chapter 8 (Promotion: Assessment, Goals, Objectives, and Strategies, p. 75-82)
o Chapter 9 (Implementing Your Strategies, p. 83-89)
o Chapter 10 (Closing Thoughts, p. 90-93)
In-class exercises:
Fisher Worksheet
4 (ungraded)
Spring Break: March 8 - 15
9 – Mar. 19
Assessment
Impact &
Culture of
Assessment
Read:
Lakos, Amos, and Shelley Phipps. "Creating a Culture of Assessment: A Catalyst for Organizational
Change." Portal: Libraries and the Academy 4.3 (2004): 345-361. Library Literature database
Poll, Roswitha (2014) "Did you enjoy the library? Impact surveys in diverse settings", Performance
Measurement and Metrics, Vol. 15 Iss: 1/2, pp.4 – 12. Emerald Insight.
Optional:
Critical Issue: Reporting Assessment Results (with audio files),
IST 613 M002 Spring 2015 Page 8
http://www.ncrel.org/sdrs/areas/issues/methods/assment/as600.htm
10 – Mar. 26 Assessment
Methods
Read:
Rubin, Rhea J. Demonstrating Results: Using Outcome Measurement in Your Library. Chicago,
American Library Association, 2006.
o Ch 4 (Design the Data Plan)
o Tool Kit B
o Tool Kit D
o Tool Kit E
o Tool Kit F
Rubin, Rhea J. Demonstrating Results: Using Outcome Measurement in Your Library. Chicago,
American Library Association, 2006.
o Ch 4 (Design the Data Plan, p 42-62)
o Ch 5 (Prepare for Implementation, p 63-75)
Marketing Plan
In-Class Exercise:
Rubin, Workform
8-12 (ungraded)
11 – Apr. 2 Assessment:
More Method
Reporting
Results
Assessment:
Q&A
Read:
Rubin, Rhea J. Demonstrating Results: Using Outcome Measurement in Your Library. Chicago,
American Library Association, 2006.
o Chapter 6 (Make the Most of Your Results, p 76-82)
Hiller, Steve (2012). What are we measuring, and does it matter? Information Outlook, 16(5), 10-
12,41. Retrieved from ProQuest.
Haswell, M. (2012). Benchmarking: A powerful management tool. Information Outlook, 16(5), 13-
15. Retrieved from ProQuest.
Optional:
Kyrillidou, M., & Cook, C. (2008). The evolution of measurement and evaluation of libraries: A
perspective from the association of research libraries. Library Trends, 56(4), 888-909. ProQuest
12 – Apr. 9 In-class review
of projects
Poster Session
Advice
Read:
Designing Communications for a Poster Fair, http://www.personal.psu.edu/drs18/postershow/
Creating Effective Poster Presentations | An Effective Poster, http://www.ncsu.edu/project/posters/
Designing Conference Posters, http://colinpurrington.com/tips/academic/posterdesign
McMillan, Don. Life After Death by PowerPoint 2012.
https://www.youtube.com/watch?v=MjcO2ExtHso
Assessment Plan
Bring your
project &
marketing plans
to class for cross-
team analysis &
advice.
13 - Apr. 16 PMA workshop
& Final Q&A
None
14 – Apr. 23
Poster Session
with host
librarians
None
Class will be in Bird Library’s Peter Graham Scholarly Commons
Final PMA
“binder”
IST 613 M002 Spring 2015 Page 10
Assignments: The assignments for this class are outlined below. Students are encouraged to
ask questions in class or via Blackboard in order to clarify the assignments. All assignments
are to be handed in promptly at the beginning of class on the day on which they are due.
When working on the assignments, you are encouraged to refer to the information presented
here in the syllabus. The requirements as stated in the syllabus become the basis for assessing
work on each assignment. There is addition “help” on the assignments available in Blackboard
under “Assignment Help.”
All assignments for this class are group assignments. During week 1, you will create 3-4
member teams that will work together throughout the semester. All teammates are expected to
participate in the creation of each document; however, you may want to select one person to be
the lead on each document (assignment). That lead person would also be responsible for
coordinating any revisions to that document after feedback has been received from the
instructor.
Each team will work with a library/librarian that has an idea for a new product or service. The
host librarian is responsible for describing the idea to the team and answering follow-up
questions in a timely manner. The host librarian is not responsible for providing detailed
feedback on the documents during the semester. The host librarian is responsible for attending
the last class on April 23 (Bird Library’s Peter Graham Scholarly Commons).
In order to limit the impact on your host librarian, please designate one person who will
be the primary contact for your team with the host librarian. That way, the librarian will
not be fielding emails and phone calls from every member of the team.
Before the midterm break, each group (or a designated representative from each group)
must schedule 30 minutes to meet with the instructor in order to discuss the project on
which the group is working. If the entire group is unable to meet with the instructor, the
meeting can be audio recorded. During the meeting, questions or concerns about the plans will
be discussed and preliminary feedback on the team’s work relationship will be received. (10
points)
Literature Review (15 points) –
What is a literature review? A literature review is a body of text that aims to review the critical
points of current knowledge and/or methodological approaches on a particular topic. Literature
reviews are created using secondary sources and do not report any original work.
Your task - You will research the literature about your proposed service/product and look for
literature (articles, presentations, etc.) that discuss the planning, marketing and assessment of
similar services/products. You may want to investigate comparable services in non-library
settings as well. Consider looking at library, business, educational, or other literature, as
appropriate.
You may look at the literature review as being a minor part of your work during the semester;
however, relevant sections of the literature review are included in each of the plans. Thus it is a
critical component of the work you will be doing.
IST 613 M002 Spring 2015 Page 11
Evidence of Learning - You will develop a literature review synthesizing the relevant literature
on the planning, marketing, and assessment of this type of service/system. Your goal is to
integrate the best resources you can find on the topic. You will use this literature to inform the
decisions you make as you create project, marketing, and assessment plans for the
service/system.
A literature review is organized idea by idea, not source by source. Please do not organize
source by source.
Example of source by source organization:
Smith says this.
Jones says this.
Zhang says this.
Miller says this.
Example of idea by idea organization:
Dogs are cute and helpful. (Pretend there's more of an introduction here.)
Dogs are very cute. They are cute because they have floppy ears (Smith 34). They are
cute because they have waggly tails (Jones 55). They are cute because they are happy
when you get home from work (Miller 104).
Dogs are also helpful. They are helpful because they get your paper for you (Jones 57).
They encourage you to exercise (Zhang).
(Pretend there's a conclusion here.)
The following websites (among others) offer guidance on literature reviews:
http://writingcenter.unc.edu/handouts/literature-reviews/
http://www.class.uidaho.edu/mihelich/UNC%20Lit%20Review.pdf
http://www.wisc.edu/writing/Handbook/ReviewofLiterature.html
Please note that the literature review must have a works cited page and either in line citations or
footnotes (depending on the writing style used).
4. Team Member Reflections:2,3 Once your literature review is complete, each teach member
will write a half-page reflection and submit it through Blackboard. (Pay attention in class
about how you are to submit ALL of your Team Member Reflections!!!) The reflection is a
2 Please note that you do not give your reflections to the host librarian. 3 The reflection is a serious document and should be treated as such. For more information on how to write a reflection
paper, read “Reflective writing: a basic introduction” from University of Portsmouth,
http://www.port.ac.uk/media/contacts-and-departments/student-support-services/ask/downloads/Reflective-writing---a-
basic-introduction.pdf
IST 613 M002 Spring 2015 Page 12
place to communicate with the instructor about your thoughts on the assignment and to address
questions such as:
What did you learn?
What do you still need to learn or what questions do you still have?
How did your teammates contribute to the assignment?
How did you contribute to the assignment?
Project Plan – The project plan counts for 15 points toward your course grade.
Task - You will gather strategic planning documents from the host library (e.g., long-range
plans, mission statement). Using those documents, information from the literature review,
course materials, your own ingenuity, and the project plan template (below), you will develop a
business model project plan for a service/system to be offered by the host library.
Evidence of Learning – The creation of a coherent and executable plan will provide evidence of
your learning.
The project plan should include the following components:4 (Please write the plan using this
order for the topics.)
Title for the New Service
1. Introduction
Briefly describe:
o the service
o the general goals of the service
o the need for the service
o the user community.
2. Relationship to Library Strategic Planning
Identify connection of service to mission, vision, values, or strategic planning
documents of the library.
3. User Needs Assessment
Identify & describe key internal stakeholders.
Identify & describe key external stakeholders.
4 The Project Plan outline is based on materials provided and activities included in a workshop conducted for NCSU
Libraries department heads, unit heads, and assistant heads by NCSU College of Management faculty members Lynda
Aiman-Smith and Mitzi Montoya-Weiss during Spring 2000 ("Applications of Business Models to the Library: Service
Portfolio Mapping").
IST 613 M002 Spring 2015 Page 13
Identify service users.
Describe user needs based on internal (within library) assessments (data or feedback
from library staff, observations of current gaps in service portfolio, etc.).
Describe user needs based on available external (library user community) assessments
(user surveys, feedback, focus groups, etc.).
Analyze benefits and opportunities, costs and risks that the new service would create for
users. Describe the importance/impact for users.
Estimate demand for the service.
5. Relevant Literature
Highlight information from the literature review assignment that informs the Project
Plan.
5. Recommendations for Action
Goals/Outcomes – List goals and outcomes of new service.
Budget – Describe resource requirements and an estimated budget (including start up costs,
ongoing maintenance costs, technical requirements, etc.).
Responsible Parties –
Identify staff responsible for service, competencies required, time commitments,
workflow plans, and deliverables.
Action Plan & Timeline –
Provide an action plan for service implementation, assessment and maintenance.
Include a timeline for development and rollout.
Include a communication plan for both internal and external stakeholders.
Pilot-Test – Include provisions for prototyping or pilot-testing, if appropriate.
Scalability – Include provisions for scalability.
SWOT – Provide a SWOT (strengths, weaknesses, opportunities, threats) analysis for the
service/system.
Limitations – Provide a list of assumptions and limitations of this plan.
6. Team Member Reflections Pay attention in class about how you are to submit ALL of your
Team Member Reflections!!!
Marketing Plan5 – The marketing plan counts for 15 points toward your course grade.
5 Adapted from an ALA document formerly at
http://www.ala.org/ala/pla/plaevents/plaspringsymp/springsympprog/marketinghandout.pdf
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Task - You will develop a marketing plan for a new/revised service/system offered by your host
library.
Evidence of Learning - The creation of a coherent and executable plan will provide evidence of
your learning.
The marketing plan should include the following components:
1. Introduction
Describe any existing marketing efforts for this service/system.
Identify the needs/gaps in marketing this service/system.
2. Relevant Literature
Highlight information from the literature review assignment that informs the Marketing
Plan.
3. Marketing Goals and Outcomes
List goals and outcomes for marketing the service/system. (Note: These are not the
same as the Project Plan goals and outcomes.)
4. Target Audiences
Identify & describe the internal target audiences for marketing efforts.
Identify & describe the external target audiences for marketing efforts.
5. Positioning Statement
Provide the positioning statement for the service/system overall.
6. Key Messages
Provide a key message for each target audience.
7. Message Delivery Strategies
Tools – Identify and describe the marketing tools used to promote the service/system.
Action Plan & Timeline – Provide an action plan for implementation of marketing tools.
Include a timeline for development and rollout.
Budget – Describe marketing resource requirements and estimate a marketing budget.
IST 613 M002 Spring 2015 Page 15
Responsible Parties – Identify staff responsible for marketing, competencies required, time
commitments, and deliverables.
8. Mockups of Selected Marketing Methods
9. Team Member Reflections Pay attention in class about how you are to submit ALL of
your Team Member Reflections!!!
Assessment Plan – The assessment plan counts for 15 points toward your course grade.
Task - You will collect examples of assessment plans. Then, you will develop an assessment
plan for a service/system offered by the host library.
Evidence of Learning - The creation of a coherent and executable plan will provide evidence of
your learning.
The assessment plan should include the following components:
1. Introduction
Goals of the Service – State the service goals. (Note: These should be the same as the Project
Plan goals.)
Outcomes of the Service – State the service outcomes. List in order of priority for
assessment. Briefly explain the rationale for the order. (Note: These should be the same as the
Project Plan outcomes.)
2. Relevant Literature
Highlight information from the literature review assignment that informs the Assessment Plan.
3. Assessment Plan for Outcomes (Repeat this section for each outcome.)
Outcome – State outcome.
Target Audience – Identify target audience for this outcome.
Methods & Tools for Evidence Collection – Identify tools and methods for collecting
assessment data about this outcome.
Recommendations for Pilot Assessment – Describe how the tools and methods described
above should be piloted before full deployment.
Alternative Methods & Tools – Identify alternative tools and methods for collecting
assessment data about this outcome.
Analysis of Evidence (Data Plan) – Describe who and how assessment data for this outcome
will be analyzed.
IST 613 M002 Spring 2015 Page 16
How Assessors Will Know the Outcome Has Been Met – Describe assessment results that
will demonstrate achievement of this outcome.
Result Scenarios & Decision Making Indicators – Predict possible assessment
results. Predict possible decisions made as a result of different assessment scenarios.
Recommendations for Reporting – List suggestions for reporting assessment data.
Responsible Parties – Identify staff responsible for assessment planning, deployment,
analysis, reporting, etc.
Timeline – Provide a timeline for assessment of this outcome.
4. Timeline for Continuous Assessment & Impact Rubric
Describe a continuous assessment cycle incorporating all service/system outcomes.
Separately, develop a rubric with criteria, performance levels, and detailed performance
descriptions to evaluate the service impact.
5. Team Member Reflections Pay attention in class about how you are to submit ALL of
your Team Member Reflections!!!
Poster on the Complete Project & Completed Plans for the Host Librarian (15 points) – At
the last class (location TBD), each team will present a poster about their project. Suggestions
of what might be presented on the poster will be discussed earlier in the semester.
At the last class, each team will give a copy of the final “binder” to their host librarian, along
with a digital copy (without the reflections). A copy of the final “binder” is also given to the
instructor. In addition, a final reflection will be due from each team member.
Please note that team members should dress in appropriate business attire for the last class.
Examples of Past PMA Documents: Examples of PMA documents can be found at in
Blackboard. Please note that these examples are several years old and were created under
slightly different assignment criteria. In addition, none of the examples is perfect. You should
use these examples in order to understand how others have approached this assignment, while
being mindful of the criteria set in this syllabus.
Assignment Style Guide:
Assignments should be prepared in a professional manner with correct grammar, spelling,
citations, etc.
All assignments should be single-spaced and use Times New Roman, 12-point font.
(Section headers may be formatted differently.)
Use a running header that contains the last names of your team members on the left and the
page number on the right.
Use consistent heading and subheading formats. Try to be consistent across assignments.
IST 613 M002 Spring 2015 Page 17
The works cited page must be in MLA or APA format. You cannot vary this by
assignment. If you do the first assignment using MLA, then all of the assignments must use
MLA.
In the body of your text, use either in-line citations or footnotes, whichever is appropriate
for the citation style that you are using.
Submitting Assignments: As a team, please give one hardcopy version your assignment to the
instructor on its due date. In addition, each team member is to submit his/her reflection in
Blackboard. Reflections are to be submitted in Blackboard for each assignment.
Late Assignments: No late assignments will be accepted; however, every plan – along with the
literature review – must be present in the final package that is given to the host librarian.6
F. Attendance, Class Participation, Group Projects and Grades:
Attendance & Class Participation (15 points): This is a face-to-face, on-campus course. Your
active and constructive involvement in the class sessions will help to ensure that you receive
the most benefit from this class and that that you can contribute to your team’s project. In other
words, active participation is important. Like the professional environment, it is expected that
you will be in class every week and that you will consistently appear on time. You are
expected to ask questions and seek clarification, when something in unclear to you. In
addition, you are expected to actively participate with your teammates in class, during team
meetings, and on your PMA documents.
Attendance will be taken throughout the semester. Like the professional work environment,
not all absences are will be excused. Excused absences include:
Religious observances arranged according to official SU procedures.
Serious illness
Death in the family
Out-of-town travel for a professional interview appointment
Travel required for business
Unexcused absences, as well as the lack of in-class or group participation, will affect your
participation grade.
It is suggested that students check Blackboard 1-2 times per week for any new information
from the instructor or classmates. Your use of Blackboard, however, will not factor into your
grade for the class.
Group Assignments: All of assignments during this class are group assignments. During week
1, you will form groups of 3-4 and will work with the same team of students for the entire
semester. During the semester, group members will confidentially evaluate each other’s
contributions. That evaluation will be taken into account for both the assignment grades and
the class participation grade.
6 If you are having problems completing an assignment, please discuss your situation with the instructor before the
assignment is due for guidance and advice. Any extenuating circumstances should be discussed with the instructor when
they arise.
IST 613 M002 Spring 2015 Page 18
All members of the group will receive the same grade unless there are circumstance that
dictate otherwise. Assignments are assessed using the rubric at the end of this document. Lower grades are given when requirements are ignored or when papers contain errors (e.g.,
spelling or grammar).7 Students should pay particular attention to any comments that are
written on the papers, because they will show where improvements can be made.
Each assignment is worth a specific number of maximum points (see assignment details).
Points earned from the assignments will be tallied for your final grade.8 The scale for final
grades is as follows:
A 96 - 100 B- 76 - 80
A- 91 - 95 C+ 71 - 75
B+ 86 - 90 C 66 - 70
B 81 - 85 F ≤ 65
Note that final grades will be posted in Blackboard after the last class. Final grades are due to
the Registrar by May 12 and will also be available in MySlice.
G. The Writing Center: Experienced consultants at the Writing Center (101 Huntington Beard
Crouse Hall, on the Quad) are available to work one-on-one with you at any stage of your
writing process and with any kind of writing you¹re creating. Whether you need help
understanding an assignment, brainstorming ideas, revising subsequent drafts, or developing
editing strategies, face-to-face and online chat appointments are available for 25- or 50-minute
sessions throughout the semester. Appointments can be reserved up to seven days in advance
via their online scheduling program, WCOnline. In addition, drop-in appointments are welcome
Monday through Thursday from 10:00 a.m. to 2:00 p.m. and brief concerns, questions, or drafts
(max of 5 pages) can be emailed to consultants via their eWC service. For more information on
hours, location and services, please visit http://wc.syr.edu. This is a free resource to all students
and highly recommended for every assignment you work on in this class.
H. Academic Integrity: Syracuse University’s Academic Integrity Policy holds students
accountable for the integrity of the work they submit. Students should be familiar with the
policy and know that it is their responsibility to learn about course-specific expectations, as
well as about university policy. The university policy governs appropriate citation and use of
sources, the integrity of work submitted in exams and assignments, and the veracity of
signatures on attendance sheets and other verification of participation in class activities. The
policy also prohibits students from submitting the same written work in more than one class
without receiving written authorization in advance from both instructors. The presumptive
penalty for a first offense by an undergraduate student is course failure, accompanied by a
transcript notation indicating that the failure resulted from a violation of Academic Integrity
Policy. The standard sanction for a first offense by a graduate student is suspension or
expulsion.
For more information and the complete policy, see http://academicintegrity.syr.edu
7 If you are using MS Word on a Mac, be aware that some have experienced problems with the spell check feature and
noticed that it did not catch all of the misspelled words. 8 Meeting with the instructor: 10%; literature review: 15%; project plan: 15%; marketing plan: 15%; assessment plan:
15%; participation: 15%; poster & final package: 15%.
IST 613 M002 Spring 2015 Page 19
J. Statement about Blackboard: The iSchool uses Syracuse University’s Blackboard system to
facilitate online learning and main campus courses. The environment is composed of a number
of elements that will help you be successful in both your current coursework and your lifelong
learning opportunities. To access Blackboard, go to http://blackboard.syr.edu. Use your
Syracuse University NetID & Password to log into Blackboard.
Questions regarding technical aspects of Blackboard, please email iSchool Blackboard support
at [email protected]. The iSchool Blackboard support team will assist you.
K. Disabilities: If you believe that you need accommodations for a disability, please contact the
Office of Disability Services (ODS), http://disabilityservices.syr.edu, located at 804 University
Avenue, room 309, or call 315-443-4498 for an appointment to discuss your needs and the
process for requesting accommodations. ODS is responsible for coordinating disability-related
accommodations and will issue students with documented disabilities “Accommodation
Authorization Letters,” as appropriate. Since accommodations may require early planning and
generally are not provided retroactively, please contact ODS as soon as possible.
You are welcome to contact me privately to discuss your academic needs, although I cannot
arrange for disability-related accommodations.
L. Syracuse University Policy on Religious Observances: SU religious observances policy,
found at http://supolicies.syr.edu/emp_ben/religious_observance.htm, recognizes the diversity
of faiths represented among the campus community and protects the rights of students, faculty,
and staff to observe religious holidays according to their tradition. Under the policy, students
are provided an opportunity to make up any examination, study, or work requirements that may
be missed due to are religious observance provided they notify their instructors before the end
of the second week of classes. For fall and spring semesters, an online notification process is
available through MySlice/StudentServices/Enrollment/MyReligiousObservances from the first
day of class until the end of the second week of class.
M. Ownership of Student Work: This course may use course participation and documents
created by students for educational purposes. In compliance with the Federal Family
Educational Rights and Privacy Act, works in all media produced by students as part of their
course participation at Syracuse University may be used for educational purposes, provided that
the course syllabus makes clear that such use may occur. It is understood that registration for
and continued enrollment in a course where such use of student works is announced constitutes
permission by the student. After such a course has been completed, any further use of student
works will meet one of the following conditions: (1) the work will be rendered anonymous
through the removal of all personal identification of the work’s creator/originator(s); or (2) the
creator/originator(s)’ written permission will be secured. As generally accepted practice, honors
theses, graduate theses, graduate research projects, dissertations, or other exit projects
submitted in partial fulfillment of degree requirements are placed in the library, University
Archives, or academic departments for public reference.
N. Future Use of Student Work: Because of the advantage of viewing and critiquing examples
of work created for this class, some students’ work will be shown to future classes. Any work
shown to a future class will be rendered anonymous.
O. Your Instructor: Jill Hurst-Wahl, MLS, is an Associate Professor of Practice at Syracuse
University. Hurst-Wahl has over 20 years of diversified professional experience with
IST 613 M002 Spring 2015 Page 20
significant accomplishments in information retrieval and information technology. She is a
former corporate librarian who worked to build services, databases and competitive intelligence
operations. Her varied experiences have led to her current areas of focus which include
digitization, digital libraries, copyright, web x.0/social media and the future of the profession.
Additional information on Professor Hurst-Wahl is available at
http://my.ischool.syr.edu/Profiles/Preview/jahurst .
IST 613 M002 Spring 2015 Page 21
Rubric for IST 613 Assignments
Emerging Developing Proficient
Complied with
Assignment
Requirement
The submission does not
comply at all with the
assignment requirements.
The submission complies
with many of the
assignment requirements.
The submission complies
with all aspects of the
assignment requirements.
Professional
Communication
The word “text”
encompasses all written
papers and oral
presentations.
Written and/or oral
communications are
casual and inappropriate
for a professional setting.
The material is not
organized logically.
Information that would
help is organization is
missing. The text is not
well written. It contains
numerous grammatical
and/or typographical
errors. The writer does
not use punctuation well.
Run-on sentences are
prevalent. Formatting is
not helpful to the reader.
Written and/or oral
communications are not
consistently professional
and appropriate. The
material needs some
reorganization in order to
improve its flow and to
aid the reader.
Information may be
missing (e.g., the
conclusion). The text
contains a few
typographical and/or
grammatical errors. In
general, the writer uses
punctuation
appropriately.
Written and oral
communications are
professional and
appropriate. The
material is organized
logically and in a way
that aids the reader. The
material includes an
introduction and
conclusion, with both
being well written.
Word usage and sentence
construction would be
appropriate for a
graduate student. There
are no errors. Writer has
used formatting
appropriately
(information design).
Philosophy, Principles,
and Ethics of
Librarianship
The writer has stated
limited information or
facts, and has provided
no or erroneous analysis.
The writer has provided
no evidence (or out of
date) to support the
person's point of view or
analysis. The citations
are not formatted
correctly.
The writer has provided
limited evidence to
support the person's point
of view or analysis, and
thus had not
demonstrated an ability
to "dig deeper." The
writer has provided
limited (obvious)
analysis. The citations
contain errors.
Analysis provided is
appropriate for a
graduate student. The
writer has provided
evidence in the text and
in "Works Cited" or
"Reference List" that
support the person's
thoughts and analysis.
All of the citations are
formatted correctly.
Leadership Skills
Appears uninterested and
does not demonstrate or
share curiosity and
passion. Is defensive
about feedback and
suggestions.
Comprehends the
concept of leadership but
needs assistance working
with others as a leader.
Seldom contributes
valuable ideas during
discussions and in
meetings. Emerging as a
team player.
Understands that
leadership does not
happen in a vacuum.
Often contributes
valuable ideas during
discussions and in
meetings. Is a positive
team player. Shows skill
in dealing with difficult
or delicate situations,
keeping others’ feelings
in mind. Understands
that leadership is
cooperative process.