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Long Range Plan 2000-2003
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Introduction
Access Services
Information about Boston
The Planning Process
The Mission Statement
Principle Strategies
Implementation Plan
Appendices


The Boston Public Library

Founded in 1848, the Boston Public Library was the first large free municipal library in the United States. The present Copley Square location has been home to the Library since 1895 when architect Charles Follen McKim completed his "palace for the people". Today, the McKim building houses the BPL's vast research collection.

The General Library, primarily housed in the 1972 Johnson Building, designed by Philip Johnson, holds the circulating collection of the General Library and serves as headquarters for the Boston Public Library's 25 branch libraries. Housed in the Johnson Building is a circulating collection of some 700,000 volumes, which includes standard public library age-level fare (best-sellers, how-to, and children's and young adult books), as well as resources to support high school and college-level study, a world language collection representing some 35 languages, videos, music CDs, and audiobooks. The Access Services Program, which is part of Adult Readers and Information Services, located on the concourse level of the Johnson Building, contains reference materials and equipment to help patrons with disabilities use Library materials within the Library.

The catalog of the circulating collection of the Boston Public Library resides in the MetroBoston Library Network (MBLN) DRA system, along with the collections of the Malden and Chelsea Public libraries, 25 Boston Public School libraries, and the State Transportation Library. Efforts are currently underway to transfer approximately 2 million electronic bibliographic records for holdings of the Research collection, representing those holdings acquired since 1971, to the DRA system. In addition, an estimated 3 million bibliographic records remain to be converted to machine-readable form.

The 25 branch libraries offer services as community centers in Boston's diverse neighborhoods and have collections and programs for children, young adults, adults and senior citizens. A new branch is currently under construction in the Allston neighborhood, the first new branch library in 20 years. The Library also provides a Mobile Library Services operation, visiting nursing homes, senior citizen centers, as well as providing direct services to homebound people. For many of these clients, the Library contracts with service agencies to deliver books along with meals to this client group.

Through its Research Library Services Program, the Boston Public Library seeks to acquire, make available, preserve, and service significant research materials in all fields of knowledge. In order to ensure that highly specialized research collections and information are available, the Library maintains professionally skilled staff and in-depth resources in a variety of fields.

These reference and research services include &endash; in addition to the basic book collection of over 6,000,000 volumes &endash; microforms, electronic databases, special collections, business information services, research publications and other materials from around the world. The Library maintains significant monograph and serial collections in virtually every subject category; special manuscript and archive collections in many of these fields enhance general research collections.

The Rare Books and Manuscripts Department, apart from its collection of rare books from around the world, retains a number of collections, which are particularly important to Massachusetts residents. The John Adams Collection, on which the Library has completed a comprehensive conservation program, contains the personal library and papers of John Adams, the second President of the United States. The Sacco-Vanzetti Archives consists of thousands of letters, manuscripts, broadsides and pamphlets connected to the Sacco-Vanzetti case.

The Library collects and preserves newspapers from Massachusetts and other areas. The Microtext Department retains approximately 4,500 Massachusetts newspaper titles, an invaluable source on the cultural, political and social history of the Commonwealth. Because of this collection, the Library was designated as the site for the Massachusetts Newspaper Program, part of the United States Newspaper Program sponsored by the National Endowment for the Humanities.

Since 1859 the Library has served as an officially designated Federal Depository for government documents and in 1972 became a Regional Depository, the only library so designated in Massachusetts. The Library also collects state, local and city documents and, as a United Nations Depository Library, acquires publications from the United Nations and other international organizations.

The Library is a United States Patent Depository Library, the only such library in eastern Massachusetts and one of only a few in New England. In addition, the Boston Public Library has a long-standing commitment to acquire all foreign patents from Europe and Canada. Scientists, engineers, attorneys, students and inventors from throughout the region make use of this valuable resource.

The Boston Public Library also serves as the administrative headquarters for the Boston Regional Library System, a State-funded program of the MA Board of Library Commissioners, serving over one hundred libraries of all types in the cities of Boston, Malden and Chelsea. The present membership of the Region includes three public, 29 academic, 23 school, and 43 special libraries. The Boston Public Library also contracts with the MA Board of Library Commissioners to manage the Statewide Reference and Referral Services program, providing journal document delivery, statewide courier delivery, back-up reference, and database access services to libraries throughout the Commonwealth.

Over 2 million patrons visit the BPL each year, many in pursuit of research material, others looking for an afternoon's reading, still others for the magnificent and unique art and architecture.


Access Services

 

Library Buildings:

The Library has been working for a number of years to make all of its facilities accessible. ADA projects are annually put forward as part of the Library's capital budget projects initiative, and are included in all major renovation project planning. ADA projects are for the most part funded through the City of Boston capital program with the construction managed by the City's Department of Neighborhood Development. Of the 25 branch libraries, there are four branch libraries that require ADA improvements. The Kirstein Business Branch, located near City Hall, is also not accessible. These projects are included in the City's 5-year capital plan, but have not yet been scheduled and funded.

In the Copley Square facility, the front doors on the Johnson building need to be equipped with automated opening devices. During the past year the elevators in the Johnson Building were all upgraded, including Braille numbering on the floor button pad. Handicapped lifts, which provide accommodation for the different levels between the Johnson and McKim Buildings, were installed in the second phase of McKim renovation, and are currently equipped with self-service keys for public use. Plans are currently under consideration for ramping of the Dartmouth Street entrance into the McKim building. The next phase of the McKim restoration includes a new elevator, which will provide additional access to public space in the upper floors of the McKim Building. That work is scheduled to begin in late spring 2001.

 

Library Services:

The Boston Public Library's Access Services Program is part of the Adult Readers and Information Services Department of the Central Library. The area contains reference materials and equipment to help patrons with disabilities use Library materials within the Library and beyond Library walls.

During the current year, the Library upgraded accessibility equipment and technology. Staff training on the new equipment is scheduled for September 2000. The Access Center now has Jaws, Zoom Text, Kurzweil 3000, Duxbury Braille, and a Juliet Braille printer in addition to the Kurzweil 1000. Internet access has been substantially improved through this new equipment and software. The next phase of this project is expansion to the four District Libraries. Opportunities to partner with other organizations to fund the expansion are currently being explored.

Staff provides assistance and individualized training of the customer in the operation of special equipment linking users to a full range of materials and services. The collection includes materials in Braille and recorded books, generally from the collection of the Talking Books Library at the Perkins School for the Blind, as well as a reference collection of disability-related materials and a "Lifelong Learning" collection for adults who would like to improve their basic reading and writing skills. Periodicals in Braille, produced by the National Library Service for the Blind and Physically Handicapped, and current back issues of Braille Forum, Braille Monitor, Deaf/Blind Contact Newsletter, Dialogue with the Blind, Journal of Visual Impairment, and Blindness and Tactic are available. Staff maintains a list of Braille periodicals currently available. The library receives approximately 100 periodical titles relating to disabilities.

Video tapes which offer closed captioning and American Sign Language (ASL) interpretation for deaf and hard of hearing people and descriptive narratives for blind and visually disabled people (DVS videos) are available in the adjacent Audio-Visual Services Department. Staff maintains a list of videos currently available.

Fiction in large print format is on the first floor of the General Library (Fiction and New Books sections). Non-fiction materials in large print format are also available on the first floor of the General Library.


Boston

The City of Boston (2000 estimated census population of 569,385) is a city of neighborhoods, a vital natural environment, the hub of New England, and a cultural and learning center. The neighborhoods offer great diversity of housing, transit access to the city and region, vital parks and natural spaces, and great cultural and civic spaces. From the elegant rowhouses of Back Bay and Beacon Hill to the majestic Victorians of Dorchester and Roxbury, from the classic apartment buildings of Fenway and Allston-Brighton to the triple-deckers of Jamaica Plain and Hyde Park, people of all types have rediscovered the convenience and excitement of urban living. New waves of immigrants from Southeast Asia, Eastern Europe, and Latin America are bringing new vibrancy to the City. At last count some 140 non-English languages were represented in the City's school-age population.

Boston lies at the center of the regional economy and transportation system. Every day, 250,000 people come to Boston to work, attend classes, and visit cultural attractions. Boston is a global magnet for people who care about higher education and research, the fine arts, and every form of music, theater and film. The Boston Public Library numbers among those institutions that serve as a draw for visitors from all over the world. Over 225,000 individuals recorded their visit to the "Mapping Boston" exhibit this past year. On average each year, some 100 people cite the Boston Public Library as a source in books and other publications.

Public use of the Boston Public Library is changing, similar to many public libraries, driven by changes in community and technology. On-site circulation has been relatively flat in recent years, 2,308,307 items in FY99; 2,258,524 in FY2000. In a similar timeframe, electronic visits to the Library have doubled. In 1998 users logged some 416,496 visits to the BPL homepage. Projections for 2000 are just under a million electronic visits. The Organization Improvement Model, the planning process undertaken by the Boston Public Library, is driven by stakeholder needs and expectations, the current organizational results, and ways to close the gap between the two.


The Planning Process-Teaming for Change

In March of 1998 Library President Bernard Margolis brought together a team of library staff charged with initiating a library-wide planning process "…to position our library, our services, and our staff to meet the challenge of providing excellent library service to our very diverse clientele as we enter the 21st century." (Appendix A)

Working with consultant David Burnham, a leading consultant in organizational change, a process utilizing the organizational improvement model was put in place (Appendix B). For the next year, the eighteen members of the Change Team solicited input from library staff and the public about the Boston Public Library of today and ideas for tomorrow (Appendix C), developed a library purpose statement to complement the mission statement, and identified eight key values which underlie the mission and purpose of the Library (Appendix D).

By the fall of 1999, the Change Team had, in addition, developed and presented to the Board of Trustees for their review seventeen statements of strategic direction (Appendix E). These seventeen strategic statements provided the foundation for the library's strategic goals and offered both immediate and long-term direction for the Boston Public Library.

In February 2000, the Library's management team (also serving as the Strategic Process Team) consolidated the seventeen strategic statements into three principle strategies:

To be a center for, and facilitator of, lifelong learning
To provide and preserve access to information and collections
To continuously strive for improved service to the public

In March of 2000, volunteers were solicited from the staff to form a Strategic Implementation Team (SIT). The fifteen staff selected worked with the Strategic Process Team to formulate goals for each principle strategy. SIT members were divided into three sub-groups, each charged with looking at a particular Principle Strategy and drafting SMART goals, that is, goals that were: specific, measurable, action-oriented, realistic and time-bound, and met the intent of the strategic statements.

Five all-staff meetings were held to solicit input on the set of draft goals prepared by the SIT. After revisions and additions from the staff were included, the SIT sub-groups each prioritized their goals keeping the mission and purpose of the Library foremost. The draft goals were presented to the Library Board of Trustees at their May, 2000 meeting for their review and consideration. The following strategic statements and implementation plan represent the next steps in the process.


Mission Statement

  The Boston Public Library's mission is to preserve and provide access to historical record of our society, and to serve the cultural, educational, and informational needs of the City and the Commonwealth.


Principle Strategies

• To provide and preserve access to Information and Collections

• To be a center for, and facilitator of, Lifelong Learning

• To continuously strive for improved Service to the Public


Implementation Plan

To provide and preserve access to Information and Collections

  1. By September 2000, the Boston Public Library will begin implementation of a library-wide materials security system.
    1. Staff completes draft RFP for bid process by June 2000.
    2. City completes review of RFP by 9/15.
    3. Bid advertised by 10/1.
    4. Processing of collection plan completed by November 15.
    5. Bids reviewed, awarded by 12/1.
    6. System installation and processing of collection implemented 1/1/2001.
  2. By July 2000, the Boston Public Library will have a Retrospective Conversion Team with the first charter being, by January 2001, the development of a Retrospective Conversion Plan. By February 2001, the plan will be initiated and by February 2006 the conversion will be complete.
    1. Retrospective Planning Team charted August 2000.
    2. Draft preliminary "statement of value" and identification of issues due 9/15.
    3. Report on overall scope of project due 10/15.
    4. Preliminary report on various process options due 11/15.
    5. Report on timeline and potential funding sources due 12/15.
    6. Elements of marketing plan and presentation of draft plan to Strategic Planning Team due 1/15/2001.
    7. Wrap-up meeting with Strategic Process Team to review Plan and lay out next steps in process 1/30/2001.
  3. By January 1, 2004, the Boston Public Library will have combined all materials currently stored off-site into one new publicly accessible facility, The Boston Heritage Center.
    1. Library and City identify potential site for facility June 2000.
    2. Planning funds included in City capital budget for FY2001.
  4. By July 2000, the Boston Public Library will begin to educate the staff and public about the depth and breadth of library services and collections.
    1. By January 2001, the Boston Public Library will implement a program so that all staff will know what the library does, what makes it unique, and how to get resources and information.
    2. By July 2001, the Boston Public Library will initiate an outreach program to disseminate the same information to other libraries and institutions.
    3. By December 2001, the Boston Public Library will have an easy-to-use, quick reference aid/guide, in print and on the library's website, for staff, the public and other libraries to use to find library resources.
    4. By January 2002, the Boston Public Library will create a plan that focuses on the active dissemination of information to the community about new resources in the collection.
  5. By July 2000, the Boston Public Library will have a system-wide preservation team with its first charter being the creation of a preservation policy by July 2001.
    1. Preservation Team charted August 2000.
    2. Team thoroughly acquaints itself with Preservation Self-Study completed by Library in 1991 and suggestions of BPL Preservation Team in July 2000.
    3. Team reviews current Library preservation activities and other background information.
    4. Team consults Library's staff and experts in preservation and finance from other institutions and groups.
    5. Team updates Strategic Process Team on 10/1, 1/2/01, 4/1/01, and complete Preservation Policy by July 2001.
  6. By July 2000, the Boston Public Library will begin to address the need for both the current and long term accessibility of all library materials including traditional and electronic formats.
    1. By October 2000, the Boston Public Library will complete a system-wide collection development policy.

      a.1  Staff completes review of Policy by 9/1.
      a.2  Draft Policy presented to Board of Trustees for review and approval 9/19.
      a.3  Approved Policy distributed to staff by 10/15.

    2. By January 2001, the Boston Public Library will have implemented standards, which expedite the processing of materials.

      b.1  TechTeam includes responsibility for lead role in achieving this objective in TechTeam charter by 9/15.
      b.2  TechTeam charter reviewed and adopted by Strategic Process Team by 10/1.
      b.3  TechTeam initiates activities, engaging public service staff, in identifying standards and methods to meet objective by 10/15.
      b.4  TechTeam reviews with staff, and revises as appropriate, standards and methods by 11/15.
      b.5  New standards and methods implemented by 1/01.
      b.6  TechTeam surveys staff 3/01 and 6/01 as to effectiveness of new standards and methods.

    3. By January 2001, the Boston Public Library will have a system in place that has the capability of electronically responding to questions by transferring information within 48 hours of request.
    4. By January 2001, the Boston Public Library will establish a plan for the application of digital technologies.
    5. By July 2001, the Boston Public Library will provide access to remotely stored materials Monday through Saturday and allow for the delivery of monographs within six business hours and articles within two business hours.
  7. Beginning July 2001, the Boston Public Library will work collaboratively within the library structure to promote high quality services to all our constituencies.
    1. By July 2000, the Boston Public Library will have a system-wide reference team responsible for the development and improvement of reference and research services.

      a.1 Reference Team chartered August 2000.
      a.2 Team review present provision of reference service in branches, General Library, Research Library for all age levels.
      a.3 Team recommends policies and procedures for improving provision of services with goal of ensuring completeness and accuracy of response to all reference questions and ensuring that all resources of BPL and other libraries/sources are used as necessary.
      a.4 Plan and implement documentation of policies and procedures.
      a.5 Research existing national standards for provision of reference service.
      a.6 Recommend standards for adoption at Boston Public Library which best serve users.
      a.7 Plan implementation of standards, including any staff training.

    2. By July 2002, the Boston Public Library will have walk-around librarians, and have Library Guides available to the public.
    3. By July 2002, the Boston Public Library will offer information reference service 24 hours a day, 7 days a week.
  8. By January 2003, the Boston Public Library will have a comprehensive, easy-to-use, single-point-of-access to the electronic resources of the library.
    1. By August 2000, the Boston Public Library will have a Webmaster in place.

      a.1 Analyze library needs and funding availability to obtain Webmaster by August 2000.

      a.2 Determine best course to contract for outside expertise for initial six-month period.
      a.3 Work with Library's Web Team to determine scope of work for contracted services.
      a.4 Decide, with Web Team, on firm by 9/1.
      a.5 Webmaster begins work 9/15.

    2. By January 2001, the public will be able to access BPL resources and the Internet, using their own computer equipment within all Boston Public Library facilities.
    3. By July 2001, the Boston Public Library will have a calendar of events and room booking system accessible via the Web.
    4. By July 2002, the Boston Public Library will have an automated Integrated Library System (ILS) in place that incorporates acquisitions, serials, cataloguing, circulation control and Online Public Access Catalog (OPAC).
    5. By January 2003, patrons and staff will be able to search across multiple databases with a single search query.
  9. By January 2001, the Boston Public Library will open the Periodicals Reference Center in the McKim Building.

 

To be a center for, and facilitator of, Lifelong Learning

  1. By July 2001, the Boston Public Library will have a children's librarian assigned to each branch library and a young adults librarian assigned to work within each district.
  2. By July 2001, the Boston Public Library will have year-round branch library services Monday through Thursday evenings and all day Saturdays in each district.
    1. Expanded Saturday hours in branches, starting 9/16/00.
    2. Branch evening hours rotation to provide an open branch library in each district every evening.
    3. Include additional hours in FY2002 budget proposal to City of Boston, 12/00.
  3. By January 2001, the Library will have developed a variety of materials and programs to teach information literacy to people of various ages, backgrounds, and stages of learning.
  4. By January 1, 2001, the Boston Public Library will host collaborative programs to share strategies and enhance outreach services throughout the city.
  5. By July 2002, each neighborhood library will have an area designated for young adults housing separate seating, computers and well designated collections of print, video, audio, and CD-ROM materials.
  6. By January 2003, there will be regularly scheduled book delivery and pick-up for every homebound individual in the city who requests it.
  7. By January 2003, the Boston Public Library will compile and deliver via its website current information on community and neighborhood resources.

 

To continuously strive for improved Service to the Public

  1. By July 2001, the Boston Public Library will establish standards of performance for all staff, and provide the tools and training necessary to achieve the standards.
  2. By July 2001, the Boston Public Library will have a plan for the ongoing care and refurbishing of all library facilities, which includes updating equipment and furnishings for public and staff use.
    1. By July 2001, the Boston Public Library will implement a plan for 24-hour/7-day-a-week care, support and management of all its facilities.
  3. The Boston Public Library will work with the Boston Public Library Foundation and other library support groups to develop a plan by January 2001, to collaborate, coordinate and capitalize on external funding opportunities.
    1. By July 2001, the Boston Public Library will hire a grant writer to augment the grant-writing capacities of the Boston Public Library Foundation.
  4. By January 2001, the Boston Public Library will have ongoing customer service training for all library staff.
    1. A full-time training coordinator will be hired for this and other BPL staff training efforts.
  5. By January 2001, the Boston Public Library will complete an Americans With Disabilities Act (ADA) compliance plan. Part of this plan will address access and non-assisted entry into all library facilities.
    1. By July 2001, there will be fully accessible and non-assisted entry into or between the Johnson and McKim buildings.
    2. By July 2001, where possible, the Boston Public Library will have designated handicapped parking at each facility.
  6. By January 2001, the Boston Public Library will develop an employee handbook, including an organizational chart, to orient and inform new employees to the services, organization, mission and values of the Boston Public Library.
  7. By June 2000, the Boston Public Library telephone directory will be put online for staff use, with quarterly updates, and it shall be printed and distributed in paper form annually.
  8. By September 2000, the Boston Public Library will have an information and orientation desk in both the Johnson and McKim lobbies staffed all hours of public service. Near these desks, and in all branch lobbies, will be event boards.
    1. Public Services Director & staff formulate staffing options by 9/1/00.
    2. Systems staff investigates "wireless" technology options for computer and phone by 9/15.
    3. Branch libraries surveyed to identify those needing event boards by 9/1.
    4. Event boards purchased and installed by 10/15.
    5. Information/orientation desks staffing plan implemented 10/15/00.
  9. By January 2002, the Boston Public Library will develop a career ladder system to provide for advancement for all staff.
  10. By July 2001, the Boston Public Library will install panic alarms connected to the Boston Municipal Police in all library facilities.
    1. Branches surveyed to identify those needing a panic alarm by 1/2001.
    2. Funding source identified.
    3. Alarms installed by 5/01.
  11. By December 2000, the Boston Public Library will have a team charged with the coordination of the selection and acquisition of world language materials, and improving bibliographic access to this collection.
    1. Team charter created by 10/1/00.
    2. General Administrative Notice inviting staff participation distributed by 10/15.
    3. First meeting of Team held by 11/15.

Presented to the Massachusetts Board of Library Commissioners
Approved by the Boston Public Library Trustees, September, 2000

Glossary:

Retrospective Conversion - the transfer of the information maintained in a classic card catalog into an automated card catalog.

Guide - where to find services/research departments.

Policy - a course of action pursued by the Boston Public Library

Library Guides - volunteers or paid staff who would physically guide patrons  to the various departments within the central library.

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