Loading...
02/11/1999 - Packet • AGENDA TIGARD LIBRARY BOARD THURSDAY, FEBRUARY 11, 1999 - 7:00 P.M. TIGARD PUBLIC LIBRARY—PUETT ROOM 13125 SW HALL BLVD. TIGARD,OREGON 1. CALL TO ORDER Beck 2. ROLL CALL: BECK_ CHAPMAN_ GUSTIN_ HARPER HOKLIN IRWIN KASSON 3. Approve Minutes for January 14, 1999. Beck 4. Agenda Additions&Deletions. Beck 5. Call to the Public. Beck 6. Monthly Report for January 1999. Sisson 7. Friends of the Library Report. Burgess 8. Cooperative Library Advisory Board Report. Sisson 9. WCCLS Funding Formula Update. Sisson 10. Collection Development Policy Revision Discussion. Sisson 11. Results of the Library Expansion Survey. Sisson 12. Other Business. 13. Adjournment. TO ENSURE A QUORUM TO CONDUCT BUSINESS, PLEASE CALL AND LEAVE A MESSAGE AT THE LIBRARY(684-5886),IF YOU ARE UNABLE TO ATTEND. Agenda items for future meetings: hAdocs\connie\Iib-a TIGARD LIBRARY BOARD January 14, 1999 MINUTES Call to Order: 7:00 p.m., by Vice-Chair Tammy Gustin. Roll Call: David Chapman, Tammy Gustin, Pat Harper, Lonn Hoklin, Nancy Irwin, and Sue Kasson. Staff: Melinda Sisson. Minutes: Hoklin moved to approve minutes for November, seconded by Irwin. Motion passed unanimously. Agenda Additions/Deletions: The Collection Development Policy Revision and the Library Expansion Discussion was moved ahead of the Monthly Report discussion. Call to the Public: None. Collection Development Policy Revision: Director distributed copies of the draft updated Collection Development Policy. Changes were made to the language, and the Reconsideration of Materials Form was revised. The reason for the revision to the policy is to incorporate all materials no matter the format. Board will review changes and discuss at the February meeting. Comments prior to the next meeting are encouraged. Library Expansion Discussion: The Mayor has expressed interest in finding a solution to the library's space needs. The Mayor has given library staff three sizes of expansion projects to work with. He would like feedback from library staff, Library Board, and the Friends of the Library on how space needs will be utilized and prioritized with the given square footage. Director presented a diagram of the existing building plans with expansion stages and explained the current space needs and space needs with an addition. Each Board member participated in giving at least three suggestions they feel are areas in need of more space. Director reviewed each suggestion. Suggestions will be incorporated with staff suggestions. Tabulations will be sent to the Board for their top three choices. Once the Mayor receives a report from the Library Director, he will present findings to the Budget Committee to accommodate funding. Director indicated recarpeting the library and reupholstering furniture has been asked for in the 99/00 fiscal year budget. It will be reviewed in March. Reports: November Monthly Report: Circulation Division hired three new employees: Terri Hayes, Cassie Maringer, and Ann Shincovich. The library received a resignation from Volunteer Coordinator, Jean Lindsay. Recruitments for that position are under way. A total of 255 people participated in the Adult Reading Program. Approximately 100 people attended the Shangri-La Soiree w gala event. Director received a very nice card from participants of the program. There was a brief discussion of the November Election results. Budgeting figures will not be available from WCCLS until February 1999. Statistics have been unreliable since the Polaris installation. WCCLS may use statistics from the first seven months of 1998 and the prior year's August through December circulation statistics plus an increase of three to six percent to calculate reliable circulation figures. WCCLS is testing Version 1.3 of Polaris (WILlnet). Libraries should receive this version by the end of February. This version will contain several enhancements such as authority control and acquisitions. If this version meets the requirements of the contract, WCCLS will run an acceptance test. If successful, a payment will be made to Gaylord Information Systems. In the meantime, WCCLS is negotiating an amendment to the contract because they have served as a Beta test partner. The self- checkout machine will not be included in Version 1.3. It is not known when the self-checkout machine will be operable. December Monthly Report: The library conducted interviews for the Volunteer Coordinator. The position was offered to Trish Stormont, a library volunteer. She will begin work January 201. The City-wide window repair project continues. The south wall windows (facing Fanno Creek) were sized incorrectly and will cost substantially more to replace. A budget adjustment will be submitted to City Council January 261. Friends of the Tigard Library: Burgess reported that the Entertainment Book sales are slow. The sale of the books has been extended through the end of January. The Friends will determine if they want to continue selling them next year. The ongoing book sales are generating an average of$300 per month. So far the Friends have received a total of $1,300 through the annual solicitation letter that went out in November. The book and toy sale held in November earned $165 for the Friends. They have decided to try another book sale next year. They will hold a "Books are Fun" sale in the Spring and may incorporate the sale with National Library Week. The Friends of the Library brochure available at the circulation desk has brought in some funds. The farewell reception for Volunteer Coordinator, Jean Lindsay, was successful. $642 has been collected to purchase a piece of art in honor of Jean to be placed in the library. CLAB: The committee did not meet in January. The Beaverton Public Library made the American Libraries 20 best libraries list for population over 100,000 served. The library received a "Ready to Read" grant totaling $5,627. This grant money will be used for teen/parent programs, and the newly organized Teen Homework Center. The mix agreement report statistics will be gathered again in April because of the Polaris conversion. Figures have been unreliable since its installation six months ago. The Washington County Cooperative has proposed two new positions: A Youth Services position which will be responsible for grant writing, and partnering with schools, and a -r WEB Master/LAN position. This person will design WEB pages, modify the WlLlnet screen, and assist with coordinating the LAN. The new jail library is up and running with 90 percent of its collection non-fiction and five percent audio-visual materials. WCCLS will allocate approximately $12,000 in its budget to the library for materials. Other Business: It's been proposed that the Cooperative's library card be re-designed to incorporate the new WlLlnet logo. Board discussed features that are to appear on the new card such as signature and barcode, a list of member libraries, and the website address. Adjournment: It was moved by Hoklin, and seconded by Kasson to adjourn the meeting at 8:50 p.m. Motion passed unanimously. h:\docs\connie\board\brdmin.doc MEMORANDUM TO: Bill Monahan, City Manager FROM: Melinda R. Sisson, Director of Library Services DATE: February 9, 1999 SUBJECT: Monthly Report, January 1999 • Polaris: Staff experienced decreased response time during the last few weeks in January that may be attributed more to TCI than to Polaris. Barbara Kesel and several other WCCLS staff came to TPL to discuss Polaris. Staff received some valuable one-on-one time with them, explaining problems and asking about Version 1.3. WCCLS took receipt of Polaris Software Version 1.3 on January 15, 1999. They have been aggressively testing each function paying particular attention to authority control, holds processes, indexing and response time. At both the Library Director's Board meeting on January 29 and the Cooperative Library Advisory Board,Meeting on February 3, it was reported that many of the functions contracted for have been included in this release. On February 4 the re-indexing process was started and will continue until Monday, February 15. This will correct the inaccuracy of results when searching the database. It was also decided that fines will be reinstituted as of March 1, 1999. Items checked out on March 1 will begin accruing fines March 23. News releases have been submitted to Cityscape, Tigard Times and the Oregonian. Posters, bookmarks and flyers are also being prepared to inform patrons. • WlLlnet 101 for Patrons: While all staff have been actively instructing patrons in the use of WlLlnet, the Reader Services staff has developed a complete curriculum that introduces patrons to the finer methods of searching the catalog. Tony has resumed teaching WlLlnet, CD and Online reference databases on the weekends. Chuck, a volunteer extroidinaire, conducts classes on the Internet every Thursday morning. Kathy Smith is working with Trish to identify a team of volunteers to work with patrons on an ongoing basis. With help from all the staff, Kathy has developed and posted instructions at each of the WlLlnet, CD and Online reference computers. • Spotlight on Kate Miller: Kate reports that interacting with fiction readers through existing book clubs as well as planning new book clubs provides insight to their reading interests. Through her efforts, Kate has introduced the reading public to local authors at the ARP Gala and other special author reading programs. She contributes a book review column in the Regal Courier newspaper (an assignment that Tony performed well over the last few years) and special selections to our WEB Page's Hotpicks. Kate is involved at the state level with the Oregon Authors Bibliography, a publication of the Oregon Library Association, Oregon Authors Committee and co- edits the Library's articles for Ci sca e. ("Spotlight on..."will appear regularly in my monthly report) • Personnel: Jesse Tremaine, a temporary library assistant, has accepted the part-time regular library assistant position vacated by Melanie Fraser. Ann Shincovich, library assistant, resigned to take a job in the Portland Art Museum Library where she can exercise her degree in fine arts. She has agreed to continue as an on-call library assistant in Circulation. On January 20, Trish Stormont joined the staff as the Library Volunteer Coordinator. • Volunteers: Volunteer hours are on the rise again. After two months of 4.7 FTE, the Library experienced an increase to 5.07 FTE. Much of the success can be attributed to Trish in her efforts to bring in substitutes and begin recruiting new volunteers. Every division reports a need for volunteers to assist with processing new materials, check-in, electronic reference instruction, book donations and sale and shelving. • Youth Services: Teresa and Terri report that the Preschool Fair on Saturday, January23 was extremely successful with 16 preschools/vendors and 200 parents/children participating. The Library also had an exhibit to promote our resources, programs and services available to parents, children and preschools. Marin reports that the Homework Center continues to grow both with students and kids who volunteer as tutors. The W1 of January was the Hitchcock Histeria double feature video presentation with Marin and Kate directing. Sixteen people and a nice mix of adults and young adults enjoyed the showing. Magic "The Gathering," Temporary Tattoos and, wait, the Homework Center topped the popularity list of young adult programs this month. The ever-popular Story, Craft and Toddler Times continue to break records in monthly attendance. Great job, Terri and Teresa. • Adult Services: Kathy reports that a fifth (ADA accessible) Internet station is now available in the CD Corral area, complete with signage and sign-up sheets. Tony contributed book reviews to the Regal Courier and quickly saw the results, as soon after, patrons checked out the recommended titles. In addition to his reference desk duties, Erik spent much of January cataloging the backlog of 196 magazine titles. Total number of issues added was 241. Erik represented the Library at the Small Claims Court Training. His report is very complete (see attached) and will be shared with all Library staff. • Technical Services: New items received in the month of January totaled 1,336. Number of items added to the catalog were 961. Number of items withdrawn totaled 169. The Tech. Services staff report that they are back on track with cataloging. They have made great strides in using Baker & Taylor Title Source 11 for both acquisitions and cataloging. • Volunteers: Volunteer Type Number Hours Regular Volunteers* 77 655.50 Youth Services* 7 19.00 Local/Oral History 1 2.00 Adopt-a-Shelf 2 5.50 Library Board 6 10.50 Community Service 14 124.00 Friendly Visitors 4 15.50 Homework Center* 7 47.00 Total 118 879.00 = 5.07 FTE These types of volunteers were formerly reporting using different names: - "Regular Volunteers"were "Adult' - "Youth Services"were "Young Adult' - "Homework Center"were "Tutors" WORK INDICATORS AIANUARY 1999 JANUARY-W JANUARY 1997 Circulation Adult Materials 27,232 26,119 Juvenile Materials 28.502 24.696 Total 55,734 50,815 Days of Service 25.5 27 27 Average Daily Circulation 2,064 1,882 Hours of Service 249 264 271.5 Materials Circulated per Hour 211 187 * o 0 Increase in Circulation 9.7/0 7.7/o aterials led 1,154 1,456 1,664 4thdrawn 169 1,052 873 Borrowers Registered 423 428 Adult Programs 107 53 N/A (Number of sessions) (34) (11) Story Time 181 490 628 (Number of Sessions) (8) (17) (20) Toddler Time 248 167 244 (Number of Sessions) (11) (8) (10) Special Programs 733** 240 238 (Number of Sessions) (31) (6) (5) Children's Computer 68 N/A N/A Word Processor 199 N/A N/A Internet Users 1,570 860 53 Visitors Gate count divided by 2 23,428 20,841 17,365 Increase in Visitors 8.06% 5% 0% Fines/Fees Collected $1,500.25 $5,619.27 $5,022.41 Gifts Received $ 11.00 $ 0 $ 0 No statistical report from WCCLS was generated. `* This includes Preschool Fair of 200 participants. 13 . January, 1999 From: Erik Carter To: Reader' s Services Subject : Small Claims Court Training A.K.A. ` You may not be interested in Small Claims Court, but Small Claims Court is interested in you. " This was a special City briefing that took place, in the Pewett Room, on 19. November, 1998 . The presenter was Gary Firestone of O' Donnel Ramis Crew Corrigan & Bachrach. Apparently, a proximate cause of the Citywide training sessions such as this one, is that the Tigard Public Works Department is facing a Small Claims suit of some sort . Part I : Background. Small Claims Court is for cases which only involve a request for monetary damages . Jurisdiction is mandatory for cases where the plaintiff is requesting 750$ or less, and optional for cases requesting $751-3500 if the plaintiff chooses to go there rather than regular civil court . The upper dollar limit will increase to $4000 on 1/1/02 . Small Claims Court also does not allow class actions . Entities, such as cities, may be (and usually are) represented by whichever City employees were most closely involved with whatever incident or transaction the suit is about. In fact, lawyers are not allowed in Small Claims Court unless the judge agrees, which is very, very rare. Hence this training. Pleadings are a simplified version of those in regular civil court . There is a form for a complaint which the plaintiff would file and serve on the defendant . Defendant can then admit to whatever and pay the claim or file a different form, denying the claim and requesting a hearing. Defendants request for a hearing can include a demand for jury trial if the claim is for more than $750, counterclaims for damages from the plaintiff, and/or a motion to transfer to regular civil court (the last being mandatory if the counter-claim is above the upper dollar limit) . Counterclaims must be related to the same incident, transaction, etc. There are deadlines and time limits in Small Claims Court, and they are less likely to be moveable than those in regular civil court . In practice, the City of Tigard would probably never want a jury trial, even in Small Claims Court, since juries tend to not like government bodies . Also, if the plaintiff wins a Small Claims jury trial the defendant must pay the plaintiff' s attorney fees-without limit ! Finally, SCC judgements are final, enforceable, and not subject to appeal . This means that the City has exactly one shot in court, and if the plaintiff wins Tigard could find a lien on one of its police cars, or the Mayor' s desk, or what have you. Part II : If the City gets a Complaint, What Might You have to Do? First, even though any one of us might represent the City in court, the City response would be managed from the highest level . The initial decision to pay or contest the claim would be based on factual and political considerations . Except in the case of obvious nuisance or harassment claims the City Manager would have to balance the facts, the City' s rights, and possible political results of not paying what might be a reasonable claim. If the City does decide to fight, the form demanding a hearing (and possibly making counterclaims) must be filed within 14 days of the service of the plaintiff' s claim. In preparation for the hearing you should get and review a copy of the local Small Claims Court instructions, review the complaint, talk to witnesses, collect physical evidence, and plan your approach with help from the City Attorney and Risk Management. If there are pictures of the incident or aftermath, or if a chart or timeline would help to explain the City' s position, prepare a short, simple presentation-no flip chart extravaganzas are needed or wanted. In terms of process a Small Claims Court hearing will be fairly informal. The judge may question witnesses personally to move the case along, for example. Small claims judges are also not bound by regular rules of court, and cases do not turn on legal technicalities . In Small Claims Court a typical case is two people, one thing, and x dollars-the point is to get a result . There is a strong strain of thought among many Small Claims judges that a whole case should take 5 minutes ! Any case the City actually fights will probably take longer than that, but that is a mindset you should be aware of. If a judgement is made against the City there would be the requested damages (possibly adjusted by the judge) , the plaintiff' s filing fee, and a prevailing party fee . - Small Claims judgements do not establish precedents in the usual sense, but can establish things as being legal facts, for future cases . On the other hand, it is incredibly rare but possible that the plaintiff' s entire claim might be dismissed with prejudice. P. S . I have color copies of the Powerpoint screens from the presentation. Please ask me, or phone x260, if you would like to see them. PROPOSED REIMBURSEMENT FORMULA MODIFICATIONS FOR NEW CONTRACT Oct'98 DRAFT D: Version discussed by CLAB&LDB in November&December Target 1999-00 expenditures=$9,146,591 New minus$50.000 for Pooled Ref Materials fund=$9,096,591 Stuff: Sample 98-99 97-98 Open 0.5 OR 0.75 1998 Circ @ "97-98 Vols Add. ^^97-98 Coll. Coll.Exp. Library % Payments Serv.Pop. Hours Librarian Max Circ $1.76 Vols added $2.09 Expendit's 18% Total Change Banks $37,299 1,783 ad 30 $ 13,931 20,215 $ 35,586 2,506 $ 5,245 $ 2,459 $ 451 $ 55,212 48.0% Beaverton $2,314,866 105,391 ad 65.75 $ 20,896 1,256,307 $2,211,546 29,428 $ 61,589 $ 483,829 $ 88,762 $ 2,382,792 2.9% Cedar Mill $1,324,208 47,641 ad 62 $ 20,896 734,366 $1,292,744 17,605 $ 36,845 $ 184,595 $ 33,865 $ 1,384,350 4.5% • Cornelius $105,073 8,342 ad 46 $ 13,931 47,887 $ 84,298 2,956 $ 6,186 $ 13,005 $ 2,386 $ 106,801 1.6% Forest Grove $440,150 21,878 ad 60 $ 13,931 225,314 $ 396,632 9,049 $ 18,938 $ 87,716 $ 16,092 $ 445,593 1.2% Garden Home $77,518 1,828 ad 39 $ 13,931 45,172 $ 79,519 1,972 $ 4,127 $ 11,249 $ 2,064 $ 99,640 28.5% Hillsboro $2,231,792 73,764 ad 64 $ 20,896 1,252,205 $2,204,325 34,584 $ 72,380 $ 329,275 $ 60,408 $ 2,358,008 5.7% Tanasbourne 32,617 ad 64 $ - 0 $ - $ - $ - $ - Sherwood $158,147 9,547 ad 60 $ 13,931 103,686 $ 182,524 3,903 $ 8,168 $ 41,000 $ 7,522 $ 212,145 34.1% Tigard $1,146,355 48,977 ex 65 $ 20,896 644,834 $1,135,136 15,570 $ 32,586 $ 201,535 $ 36,973 $ 1,225,591 6.9% Tualatin $419,818 22,450 ex 65 $ 13,931 223,245 $ 392,990 7,678 $ 16,069 $ 95,489 $ 17,518 $ 440,508 4.9% West Slope $322,942 10.353 ad 52 $ 13,931 179,024 $ 315,146 4.545 $ 9,512 $ 30,549 $ 5,604 $ 344,193 6.6% Totals $8,578,168 $ 181,097 4,732,255 $8,330,446 129,796 $271,645 $ 1,480,701 $ 271,645 $ 9,054,833 5.6% 92.00% Circulation as%of total (In Open Hours,ad=meets Adequate,ex=Meets Excellent on OLA Standards 0-45,000=.5,45,001+=,75) "Vols added could reflect a library's investment in the currency of information, new releases&donations from Friends,etc. ""Expenditures on Collections could be an incentive for libraries to buy more expensive or non-circulating items like Reference books,electronic resources,etc. Total Budget $9,096,591 $ 15,350 13930.54 • Less Reserve $0 $ 23,025 20895.81 Less Wilsonville $41,758 $ 23,025 20895.81 Total Available $9,054,833 $ 15,350 13930.54 $ 15,350 13930.54 Open Hours% 2.00000% $ 15,350 13930.54 Circulation% 92.00000% $ 23,025 20895.81 Volumes% 3.00000% $ - 0 Collection Exp.% 3.00000% $ 15,350 13930.54 100.00000% $ 23,025 20895.81 $ 15,350 13930.54 15,350 13930.54 181097 r PROPOSED REIMBURSEMENT FORMULA MODIFICATIONS FOR NEW CONTRACT Oct 98 DRAFT D: Version discussed by CLAB&LDS in November&December Target 1999-00 expenditures=$9,146,591 New minus$50,000 for Pooled Ref Materials fund=$9.096.591 Stuff: Sample 98-99 97-98 Open 0.5 OR 0.75 1998 Circ @ "97-98 Vols Add. 11197-98 Coll. Coll.Exp. Library % Payments Serv.Poo. Hours Librarian Max Circ $1.80 Vols added $1.40 Expendit's 12% Total Change Ranks $37,299 1,783 ad 30 $ 13,931 20,215 $ 36,359 2,506 $ 3,496 $ 2,459 $ 301 $ 54,087 45.0% Beaverton $2,314,866 105,391 ad 65.75 $ 20,896 1,256,307 $2,259,622 29,428 $ 41,059 $ 483,829 $ 59,175 $ 2,380,752 2.8% Cedar Mill $1,324,208 47,641 ad 62 $ 20,896 734,366 $1,320,847 17,605 $ 24,563 $ 184,595 $ 22,577 $ 1,388,883 4.9% Cornelius $105,073 8,342 ad 46 $ 13,931 47,887 $ 86,131 2,956 $ 4,124 $ 13,005 $ 1,591 $ 105,776 0.7% • Forest Grove $440,150 21,878 ad 60 $ 13,931 225,314 $ 405,255 9,049 $ 12,626 $ 87,716 $ 10,728 $ 442,539 0.5% Garden Home $77,518 1,828 ad 39 $ 13,931 45,172 $ 81,247 1,972 $ 2,751 $ 11,249 $ 1,376 $ 99,305 28.1% Hillsboro $2,231,792 73,764 ad 64 $ 20,896 1,252,205 $2,252,245 34,584 $ 48,253 $ 329,275 $ 40,272 $ 2,361,665 5.8% Tanasbourne 32,617 ad 64 $ - 0 $ - $ - $ - $ - Sherwood $158,147 9,547 ad 60 $ 13,931 103,686 $ 186,492 3,903 $ 5,446 $ 41,000 $ 5,015 $ 210,883 33.3% Tigard $1,146,355 48,977 ex 65 $ 20,896 644,834 $1,159,813 15,570 $ 21,724 $ 201,535 $ 24,649 $ 1,227,082 7.0% Tualatin $419,818 22,450 ex 65 $ 13,931 223,245 $ 401,534 7,678 $ 10,713 $ 95,489 $ 11,679 $ 437,856 4.3% West Slope $322,942 10.353 ad 52 $ 13,931 179.024 $ 321,997 4.545 $ 6,341 $ 30.549 $ 3,736 $ 346,005 7.1% Totals $8,578,168 $ 181,097 4,732,255 $8,511,542 129,796 $181,097 $ 1,480,701 $ 181,097 $ 9,054,833 5.6% 94.00% Circulation as%of total (In Open Hours,ad=meets Adequate,ex=Meets Excellent on OLA Standards 0-45,000=.5,45,001+=.75) "Vols added could reflect a library's investment in the currency of information,new releases&donations from Friends,etc. ^^Expenditures on Collections could be an incentive for libraries to buy more expensive or non-circulating items like Reference books,electronic resources,etc. Total Budget $9,096,591 $ 15,350 13930.54 . Less Reserve $0 $ 23,025 20895.81 Less Wilsonville $41,758 $ 23,025 20895.81 Total Available $9,054,833 $ 15,350 13930.54 $ 15,350 13930.54 Open Hours% 2.00000% $ 15,350 13930.54 Circulation% 93.99999% $ 23,025 20895.81 Volumes% 2.00000% $ - 0 Collection Exp.% 2.00000% $ 15,350 13930.54 100.00000% $ 23,025 20895.81 $ 15,350 13930.54 15,350 13930.54 181097 Modified 98 Circ — Adjusted 97-98 Circ — Maximum of the Two 1997 1998 97-98 Difference Maximum Adj Circ Mod Circ Adj Circ 98 Mod to (Mod, Adj) 97-98 Adj Banks 17,060 17,569 20,215 15.5% ,20,215 Beaverton 1,253,223 1,236,163 1,256,307 1.6% 1,256,307 Cedar Mill. 715,087 734,- 66' 729,877 -0.6% :734;3:6.6 Cornelius ..'; 51,414 4788T 47,629 -0.5% 47,$87 Forest Grove 232,088 220,210 225,314 2.2% 225,314 Garden Norrie_ 39,158,. 38,590 -16.8% 457.72; Hillsboro 1,199,474 1,250,831 1,252,205 0.1°x6 1,252,205 Sherwood 80,575s 7103 $6: 100,236 -4.3% 103,686; 615,030 - 4834 632,427 -2.0% :644;834 Tualatin 218,032 217,505 223,245 2.6% 223,245 West Slope 167,688 174,754 179,024 2.5% 179,024 Totals 4,588,829 4,692,977 4,705,069 0.3% 4,732,255 2.3% 2.5% % over Adj 0.6% Modified 98 circ is better for shaded libraries. Using the maximum of the two sets of circ statistics increases the circ total less than 1%. Cooperative Library Services Fund Balance Analysis 1998/99 adj. 1998/99 1999/2000 2000/2001 2001/2002 2002/2003 2003/2004 Expenditures Appropriation Year End Est. Requested Estimated Estimated Estimated Estimated 1191 Reference Personnel $131,154 $115,105 $137,745 (+3%ann.) M&S $168,482 156,985 $276,513 Capital Outlay $4,350 $4,350 $4,350 Total $303,986 $276,440 $418,608 431,166 444,101 457,424 471,147 1193 Admin. Personnel $175,734 $173,836 $198,788 (+3%ann.) M&S $103,414 $77,628 $115,368 Capital Outlay $6,900 $4,493 $2,350 Interfund $75,330 $75,330 $71,681 Total $361,378 $331,287 $388,187 399,833 411,828 424,182 436,908 (+6%ann.) Pub.Lib.Payments" 8,295,091 $8,295,091 8,768,650 9,294,769 9,852,455 10,443,602 11,070,219 1194 West Slope" Personnel $232,685 $226,218 $255,677 (+3%ann.) M&S $76,593 $81,593 $105,619 Capital Outlay $11,000 $6,000 $7,950 Interfund $16,500 $18,000 $18,000 Total $336,778 $331,811 $387,246 398,863 410,829 423,154 435,849 1195 Automation Personnel $405,396 $396,771 $477,403 (+3%ann.) M&S $337,624 $253,663 $294,470 Capital Outlay $498,678 $440,326 $110,725 Interfund $2,000 $2,000 $300 WILT Upgrade -$424,028 -$411,061 200,000 500,000 WILI Service Total $819,670 $681,699 $882,898 909,385 936,666 964,766 993,709 1196 Outreach Personnel $125,169 $124,796 $118,187 (+3%ann.) M&S $135,406 $112,836 $85,984 Capital Outlay $2,550 $2,550 $300 Total $263,125 $240,182 $204,471 210,605 216,923 223,431 230,134 1197 Courier Personnel $85,990 $87,899 $94,387 (+8%ann.) M&S $93,380 $67,280 $95,236 Total $179,370 $155,179 $189,623 204,793 221,176 238,870 257,980 1199 Youth Srvcs Personnel $23,721 $23,721 $50,104 (+3%ann.) M&S $51,080 $43,710 $50,135 Capital Outlay $0 $1,000 Total $74,801 $67,431 $101,239 104,276 107,404 110,627 113,945 Cooperative Library Expenditure Totals $11,058,227 $10,790,181 $11,340,922 12,153,690 12,601,384 13,786,058 14,009,891 Resources Beginning Balance $7,156,578 $8,030,340 $7,448,080 6,400,647 4,879,730 3,311,526 980,281 Dept. Revenue $522,189 $576,017 $534,452 507,729 482,343 458,226 435,314 Delinquent Taxes $101,474 $145,154 $53,273 6,785 2,552 0 0 General Fund Trans. $9,486,750 $9,486,750 $9,705,764 10,118,259 10,548,285 10,996,587 11,463,942 Total $17,266,991 $18,238,261 $17,741,569 17,033,420 15,912,910 14,766,339 12,879,538 Ending Balance $6,208,764 $7,448,080 $6,400,647 4,879,730 3,311,526 980,281 -1,130,353 WSL 1999-00 budget incl.$30,000 carryover of unspent funds from previous years. "PL Payments does not include West Slope formula reimbursement FY00 fund balance analysis PL 6%, programs 3%, new Formula Com. cap amount, GFT 4.25% 2/3/993:39 PM Public Library Circulation Data FY85-86 throu 1985-86 1986-87 1987.88 1988-89 1989-90 122221 1991-92 1-9 Banks 13,421 10,682 11,751 15,139 23,052 19,097 20,254 1 Beaverton 471,282 524,565 685,452 831,219 950,369 1,106,130 1,140,266 1,2E Cedar Mill 138,169 163,372 204,264 264,489 312,709 355,207 393,503 42 Cornelius 23,265 25,607 30,937 34,225 35,768 34,624 31,457 3 Forest Grove 132,609 151,844 156,430 166,552 189,119 205,696 215,687 22 • Garden Home Hillsboro 212,494 218,192 259,590 275,949 285,385 334,901 389,742 44 Tanasbourne 100,213 116,360 153,662 185,040 235,446 265,256 318,489 37 Sherwood 20,583 39,300 30,629 0 13,228 15,908 19,816 2 Tigard 110,738 147,288 188,606 239,254 282,814 355,540 382,435 43 Tualatin 106,788 111,531 134,577 187,108 206,712 208,390 238,629 18 West Slope 58,414 59,820 62,395 67,301 84,910 91,421 107,272 11 All Public Libraries 1,387,976 1,568,561 1,918,293 2,266,276 2,619,512 2,992,170 3,257,550 3,53 �I 3 • • I DRAFT Washington County Cooperative Library Services Long Range Plan 1999 — 2004 MISSION STATEMENT* Washington County Cooperative Library Services exists as an agency of county government to coordinate, contract for and/or provide a full range of library and information services to all residents of the county. Libraries in Washington County work together to share resources and information in a spirit of cooperation which goes beyond local boundaries in order to provide excellent county-wide library service. SUPPORTING GOALS (Current LRP Goals in plain text; proposed updated Goals in Italics.) To make library resources, information, programs and services available to all county residents by cooperating to provide free access to public libraries, alternative delivery to homebound and shared use of electronic resources. Make library resources available to all county residents through free access to public libraries. To promote the sharing of resources and information between and among all sizes and types of libraries to make the best use of available materials and to avoid unnecessary duplication. To centrally provide services when it is more cost effective or more efficient to do so. Promote sharing of resources & information between and among libraries of all sizes and types to best utilize available materials and avoid unnecessary duplication. Centrally provide services when it is more cost effective or more efficient to do so. To support the reasonable and orderly development of library service in the County and to administer Banks and West Slope Community Libraries. Support the expansion of existing library facilities and the development of enierging libraries in the County. Administer the West Slope Communihj Libranj. To enhance library service by employing innovative technology, by encouraging the development of collections to meet changing needs, and by coordinating continuing education to effectively use both technology and materials. Research, test and recommend innovative practices to enhance library collections and services. Coordinate continuing education to effectively use technology and materials. To serve as an information resource for and about County government. Serve as an information resource for and about County government, and provide library support to County employees. * Original Mission Statement and Supporting Goals approved by the Professional Advisory Board in December 1994. Cooperative Library Services Long Range Plan 1999 - 2004 DRAFT Administration Program Supporting Goals 1999 - 2004 Objectives for the Administration Program I. Make library resources available to all 1) Contract with public/community libraries to provide free access for all residents. county residents through free access 2) Maintain MIX agreements for reciprocal borrowing with other regional libraries. to public libraries. • II. Promote sharing of resources & infor- 1) Provide a forum for communication & sharing among libraries; work with advisory mation between & among libraries of all boards to develop countywide policies and to plan services; provide Board support. sizes and types to best utilize available 2) Administer regional programs like the MIX agreement to augment local services. materials and to avoid unnecessary 3) Administer contracts for library services and supporting services. duplication. Centrally provide services 4) Manage Cooperative programs -budgeting, personnel, planning, facilities, etc. when it is more cost effective or 5)Manage the Cooperative's fiscal resources. more efficient to do so. 6) Represent libraries to County Administration and the Board of Commissioners. 7) Represent the Cooperative in regional, state and national library forums. 8) Promote the use of libraries by providing information to the public about resources and services available to users. 9) Centrally design&publish shared documents, brochures, etc. for member libraries. 10) Provide last copy storage for little-used but important materials. 11) Maintain a collection of professional materials for use by Coop staff& libraries. • 12) Manage public information projects in coordination with other Coop programs. 13)Maintain external & internal public relations with media contacts & other agencies. 14) Provide countywide event& program coordination. 111. Support the expansion of existing 1) Provide training, outreach& consultation as requested. library facilities and the development of 2) Support the development of emerging libraries in underserved areas. emerging libraries in the County. 3) Support expansion of existing libraries & branches by local jurisdictions. 4) Identify and obtain new administrative facility.to replace aging Aloha bldg. IV. Administer West Slope Community 1) Provide central support services to WSCL (County fiscal, legal, human resources, Library. physical facilities, etc. support). 2) Provide public information as needed. 3) Work with WSCL Director& Board to establish policies and plan library services. V. Research, test and recommend 1) Encourage the development of new services to meet changing user needs. innovative practices to enhance 2) Develop community partnerships to support library initiatives. library collections and services. 3) Explore grant opportunities. i VI. Coordinate continuing education to 1)Offer training &continuing education opportunities for library staff effectively use technology & materials. (using either in-house expertise or outside consultants) as needs are determined by member libraries. 2) Coordinate training and continuing education for Cooperative staff. 3) Offer one-on-one consultations& mentorships. VII. Serve as an information resource for 1)Distribute information to libraries and the public about County government and about County government, and resources and services. provide library support to County 2) Provide library and research support to County departments to assist employees. in planning and decision making. • Cooperative Library Services Long Range Plan 1999 - 2004 DRAFT Reference & Interlibrary Loan Program Supporting Goals 1999 - 2004 Objectives for the Reference & Interlibrary Loan Program I. Make library resources available to all county 1) Contract for countywide Telephone Reference services. residents through free access to public libraries. 2) Provide remote access to online services. I1. Promote sharing of resources & information 1) Provide prompt & efficient centralized borrowing from out-of-county libraries. • between & among libraries of all sizes and types to 2) Coordinate lending of materials to out-of-county libraries. best utilize available materials and to avoid 3)Provide training& continuing education opportunities for library staff. unnecessary duplication. Centrally provide services 4) Provide consultation to library staff. when it is more cost-effective or more efficient to do 5) Assist libraries in providing quick, accurate answers & referrals. SO. 6) Coordinate county-wide cooperative collection development. 7)Provide a liaison to other libraries in region to facilitate sharing. 8)Advise on WILInet website development. 9)Contract for shared electronic databases (like IAC, FirstSearch, UMI, etc.). I O)Coordinate the development of user and bibliographic instruction guides. I()Facilitate community resource database development. 12)Facilitate communications between reference staff, library directors, other committees, and WCCLS staff. • III. Support the expansion of existing library 1) Provide training, outreach & consultation as requested. facilities and the development of emerging libraries in the County. IV. Administer West Slope Community Library. jNone. V. Research, test and recommend innovative 1) Provide overview of collection analysis methods and practices. practices to enhance library collections and 2) Coordinate vendor demonstrations and evaluation of possible reference services. electronic subscriptions. 3) Look for ways to provide services to targeted populations such as school children, the elderly, those seeking job retraining, and non-English-speaking groups. 4) Research efficient methods for cooperative compilation and display of Fugitive Facts database. 5) Research methods to assist libraries with implementing e-mail reference service. 6) Look for ways to streamline interlibrary loan processes. • 7) Research discounts for group purchases of print materials. VI. Coordinate continuing education to effectively 1) Provide training& continuing education opportunities for library staff(using use technology & materials. either in-house expertise or outside consultants). 2) Offer and coordinate one-on-one consultations& mentorships. 3) Coordinate and disseminate information about available resources for adult programming. VII. Serve as an information resource for and about 1) Distribute information to libraries about County government resources and County government, and provide library support to services. County employees. 2) Provide library and research support to County departments to assist in planning • and decision making. 3) Explore establishment ofa county documents depository program. Cooperative Library Services Long Range Plan 1999 - 2004 DRAFT Automation Program Supporting Goals 1999 - 2004 Objectives for Automation Program I. Make library resources available to all None. county residents through free access to public libraries. II. Promote sharing of resources & infor- 1) Provide in-person support to libraries 7 days per week. _ • mation between & among libraries of all 2) Support and develop the WILInet shared system. sizes and types to best utilize available 3) Maintain the quality of the database. materials and avoid unnecessary 4) Provide central MARC cataloging& authority control. duplication. Centrally provide services 5) Provide countywide internet access & email between libraries. when it is more cost effective or 6) Support and maintain a central communications network to connect libraries. more efficient to do so. 7) Offer training & continuing education to member libraries and staff. 8) Provide centralized purchasing of hardware and software. 9) Coordinate website development& maintenance. 10) Support & coordinate community resource database development. 11) Investigate materials booking software. 12) Centrally generate statistical and database reports & notices as needed. 13) Explore development of electronically shared statistical reports. 14) Provide remote sites with the capability to construct and produce reports at the local level. • 15) Publish a handbook of available statistical reports that includes samples. 16) Support& implement shared database access to electronic reference materials. 111. Support the expansion of existing 1) Provide training, outreach & consultation as requested. library facilities and the development of emerging libraries in the County. IV. Administer West Slope Community None. Library. V. Research, test and recommend 1) Coordinate website development (such as bibliographic tools, fugitive facts, innovative practices to enhance community resources, etc.). library collections and services. 2) Explore use of credit cards for payments of fines, fees. 3) Implement an electronic search agent from patron records. 4) Research emerging technologies for their application to the provision of library service. 5) Assist in the development of Web-based fugitive facts/community resources. 6) Explore and implement adaptive technology for WILInet access. 7) Continue to explore access to Internet-based information resources. 8) Explore, present options for electronic data transfer of past due accounts to a collection agency. 9) Explore and present new options for obtaining and adding MARC catalog records. • 10) Implement the capability to collect payment for all libraries at any library and to centrally reconcile and distribute balances. 11)Coordinate and implement web pages in consultation with libraries for both countywide WILInet pages and library specific pages. VI. Coordinate continuing education to 1)Offer training & continuing education opportunities for library staff(using either in-house effectively use technology & materials. expertise or outside consultants) as needs are determined by member libraries. 2) Offer one-on-one consultations& mentorships. 3) House and maintain a permanent technology training center for Cooperative wide use. VII. Serve as an information resource for 1) Provide connections to county-coordinated electronic resources. and about County government, and provide library support to County employees. V Cooperative Library Services Long Range Plan 1999 - 2004 DRAFT Outreach Program Supporting Goals 1999 - 2004 Objectives for the Outreach Program 1. Make library resources available to all county residents through free access 1) Access member library resources on behalf of homebound patrons. to public libraries. 2) Assist libraries in planning services to underserved populations. II. Promote sharing of resources & infor- 1) Deliver library services and materials to homebound library patrons. • mation between & among libraries of all 2) Maintain collections of alternatively formatted materials for disabled patrons. sizes and types to best utilize available 3) Maintain a collection of BiFolkal or other adult programming materials for use by materials and avoid unnecessary facility or library staff. duplication. Centrally provide services 4) Provide reader's advisory and reference service to homebound patrons. when it is more cost effective or 5) Promote the use of library services by homebound in Washington County. more efficient to do so. 6) Make collections available to member libraries & other public libraries via ILL. 7) Create booklists or other reader's advisory tools for homebound library patrons. 8) Provide ILL services for homebound patrons. 9) Contract to provide County Jail Library service. 10) Assist homebound in accessing and using WILInet. III. Support the expansion of existing 1)Provide training, outreach& consultation as requested. library facilities and the development of emerging libraries in the County. 1V. Administer West Slope Community None. Library. V. Research, test and recommend 1) Investigate alternative library services and materials for underserved populations. innovative practices to enhance library collections and services. VI. Coordinate continuing education to 1) Offer training& continuing education opportunities for library staff(using either in-house effectively use technology & materials. expertise or outside consultants) as needs are determined by member libraries. 2) Offer one-on-one consultations & mentorships. VII. Serve as an information resource for 1)Distribute information to libraries& the public about County and community resources. and about County government, and 2) Provide library and research support to County departments to assist in planning provide library support to County and decision making. employees. • • s Cooperative Library Services Long Range Plan 1999 - 2004 DRAFT Courier Program Supporting Goals 1999 - 2004 OO'ectives for the Courier Program I. Make library resources available to all 1) Daily transport of material resources between member libraries. county residents through free access 2) Transport or arrange transport of materials between member libraries and to public libraries. other libraries in Oregon. • II. Promote sharing of resources & infor- 1) Daily transport of material resources between public/special/school libraries in County. mation between & among libraries of all 2) Provide delivery and receipt of inter-library loan materials between member libraries sizes and types to best utilize available and other libraries in Oregon. materials and avoid unnecessary 3) Provide daily transport of materials to the WCCLS Reference Program at duplication. Centrally provide services Multnomah County Library. when it is more cost effective or 4) Mail materials to patrons in the County who choose such service. more efficient to do so. 5) Centrally receive WILI materials requested on OCLC & mail to non-Oregon libraries. III. Support the expansion of existing 1) Provide training, outreach& consultation as requested. library facilities and the development of emerging libraries in the County. IV. Administer West Slope Community None. Library. V. Research, test and recommend 1) Explore efficiency and service implications of alternative forms and processes innovative practices to enhance of library delivery. library collections and services. VI. Coordinate continuing education to 1) Offer training&continuing education opportunities for library staff(using either in-house effectively use technology & materials. expertise or outside consultants) as needs are determined by member libraries. 2) Offer one-on-one consultations & mentorships. VII. Serve as an information resource for 1) On a cost-recovery basis, provide delivery service for other County departments and about County government, and as time is available. provide library support to County 2) Provide delivery of library materials to County campus. employees. • 40 Cooperative Library Services Long Range Plan 1999 2004 DRAFT Youth Services Program Supporting Goals 1999 - 2004 Objectives for the Youth Services Program I. Make library resources available to all 1)Make a greater effort to reach non-English speaking populations. county residents through free access 2) Coordinate the distribution of state Ready to Read grant funds to community libraries; to public libraries. coordinate use of funds for countywide youth services support programs. i II. Promote sharing of resources & infor- 1) Provide full-time central support(librarian) to YS program. mation between & among libraries of all 2) Support individual libraries in meeting the unique needs of their communities while sizes and types to best utilize available working cooperatively. materials and avoid unnecessary 3) Continue to develop and maintain shared materials for YS (storyboxes, theme bags, duplication. Provide alternative delivery first baby kits, resource notebooks, etc.). of libr. resources to Homebound. 4) Obtain technology for youth and YS librarians, including online shared databases, etc. Share the use of electronic resources. 5) Continue to centrally publish booklists& reader advisory materials for use by libraries. Centrally provide services when it is 6) Support shared elements of the Summer Reading Program, such as performers more cost effective or more efficient and printed materials. to do so. 7) Coordinate development of Kids' Place web pages. III. Support the expansion of existing 1) Provide training, outreach and consultation as requested. library facilities and the development of emerging libraries in the County. IV. Administer West Slope Community None. Library. V. Research, test and recommend 1) Develop a specific response to Washington County Reading Readiness study. innovative practices to enhance 2) Provide direct literacy outreach service to children in childcare and childcare providers. library collections and services. VI. Coordinate continuing education to 1)Provide training and continuing education opportunities for library staff(using effectively use technology & materials. in-house or outside consultants) as needs are determined by member libraries. 2) Support the continuing development of YS in member libraries through strategies like one-on-one consultations and mentorships. 3) Educate the public about library services, create a human connection to libraries, and promote libraries' strengths to the public. VII. Serve as an information resource for 1) Serve as a liaison to childcare and family oriented service agencies. and about County government, and provide library support to County employees. a Cooperative Library Services Long Range Plan 1999- 2004 DRAFT West Slope Community Library Supporting Coals 1999- 2004 Objectives for the West Slope Community Library Program IV. Administer West Slope Community Administration: Library. 1) Provide central support services to WSCL (County fiscal, legal, human resources, physical facilities, etc. support). 2) Provide public information as needed. 3) Work with WSCL Director& Board to establish policies and plan library services. West Slope: CONTINUING 1) Provide circulation services 6 days per week(check-in, check-out, registration, holds, etc.). 2) Provide basic reference service to all patrons. 3) Provide interlibrary loan service to patrons (both in-county and out of county). 4) Purchase new materials and formats to build collection; weed & maintain collection. 5) Catalog and process materials for public. 6) Publicize library services and events. 7) Offer programming for adults and youth. 8) Maintain community relations (Friends, boards, schools, businesses). 9) Maintain school connection with BSD partnership. 10) Provide Internet access and assistance. 11) Recruit and supervise volunteers. 12) Maintain an inviting and safe facility (displays, rotating art work, building security). NEW 1) Investigate expanding hours open to the public. 2) Add a CD-ROM reference collection. 3) Follow Beaverton city annexations for possible merger. 4) Investigate alternative community services to augment library services. MEMORANDUM TO: Bill Monahan, City Manager FROM: Melinda R. Sisson, Director of Library Services DATE: February 9, 1999 SUBJECT: Monthly Report, January 1999 • Polaris: Staff experienced decreased response time during the last .few weeks in January that may be attributed more to TCI than to Polaris. Barbara Kesel and several other WCCLS staff came to TPL to discuss Polaris. Staff received some valuable one-on-one time with them, explaining problems and asking about Version 1.3. WCCLS took receipt of Polaris Software Version 1.3 on January 15, 1999. They have been aggressively testing each function paying particular attention to authority control, holds processes, indexing and response time. At both the Library Director's Board meeting on January 29 and the Cooperative Library Advisory Board Meeting on February 3, it was reported that many of the functions contracted for have been included in this release. On February 4 the re-indexing process was started and will continue until Monday, February 15. This will correct the inaccuracy of results when searching the database. It was also decided that fines will be reinstituted as of March 1, 1999. Items checked out on March 1 will begin accruing fines March 23. News releases have been submitted to Cityscape, Tigard Times and the Oregonian. Posters, bookmarks and flyers are also being prepared to inform patrons. • WlLlnet 101 for Patrons: While all staff have been actively instructing patrons in the use of WlLlnet, the Reader Services staff has developed a complete curriculum that introduces patrons to the finer methods of searching the catalog. Tony has resumed teaching WlLlnet, CD and Online reference databases on the weekends. Chuck, a volunteer extroidinaire, conducts classes on the Internet every Thursday morning. Kathy Smith is working with Trish to identify a team of volunteers to work with patrons on an ongoing basis. With help from all the staff, Kathy has developed and posted instructions at each of the WlLlnet, CD and Online reference computers. • Spotlight on Kate Miller: Kate reports that interacting with fiction readers through existing book clubs as well as planning new book clubs provides insight to their reading interests. Through her efforts, Kate has introduced the reading public to local authors at the ARP Gala and other special author reading programs. She contributes a book review column in the Regal Courier newspaper (an assignment that Tony performed well over the last few years) and special selections to our WEB Page's i Hotpicks. Kate is involved at the state level with the Oregon Authors Bibliography, a publication of the Oregon Library Association, Oregon Authors Committee and co- edits the Library's articles for Ci sca e. ("Spotlight on..."will appear regularly in my monthly report) • Personnel: Jesse Tremaine, a temporary library assistant, has accepted the part-time regular library assistant position vacated by Melanie Fraser. Ann Shincovich, library assistant, resigned to take a job in the Portland Art Museum Library where she can exercise her degree in fine arts. She has agreed to continue as an on-call library assistant in Circulation. On January 20, Trish Stormont joined the staff as the Library Volunteer Coordinator. • Volunteers: Volunteer hours are on the rise again. After two months of 4.7 FTE, the Library experienced an increase to 5.07 FTE. Much of the success can be attributed to Trish in her efforts to bring in substitutes and begin recruiting new volunteers. Every division reports a need for volunteers to assist with processing new materials, check-in, electronic reference instruction, book donations and sale and shelving. • Youth Services: Teresa and Terri report that the Preschool Fair on Saturday, January23 was extremely successful with 16 preschools/vendors and 200 parents/children participating. The Library also had an exhibit to promote our resources, programs and services available to parents, children and preschools. Marin reports that the Homework Center continues to grow both with students and kids who volunteer as tutors. The 8h of January was the Hitchcock Histeria double feature video presentation with Marin and Kate directing. Sixteen people and a nice mix of adults and young adults enjoyed the showing. Magic "The Gathering," Temporary Tattoos and, wait, the Homework Center topped the popularity list of young adult programs this month. The ever-popular Story, Craft and Toddler Times continue to break records in monthly attendance. Great job, Terri and Teresa. • Adult Services: Kathy reports that a fifth (ADA accessible) Internet station is now available in the CD Corral area, complete with signage and sign-up sheets. Tony contributed book reviews to the Regal Courier and quickly saw the results, as soon after, patrons checked out the recommended titles. In addition to his reference desk duties, Erik spent much of January cataloging the backlog of 196 magazine titles. Total number of issues added was 241. Erik represented the Library at the Small Claims Court Training. His report is very complete (see attached) and will be shared with all Library staff. • Technical Services: New items received in the month of January totaled 1,336. Number of items added to the catalog were 961. Number of items withdrawn totaled 169. The Tech. Services staff report that they are back on track with cataloging. They have made great strides in using Baker & Taylor Title Source II for both acquisitions and cataloging. • Volunteers: Volunteer Type Number Hours Regular Volunteers" 77 655.50 Youth Services* 7 19.00 Local/Oral History 1 2.00 Adopt-a-Shelf 2 5.50 Library Board 6 10.50 Community Service 14 124.00 Friendly Visitors 4 15.50 Homework Center* 7 47.00 Total 118 879.00 = 5.07 FTE 1 These types of volunteers were formerly reporting using different names: - "Regular Volunteers"were "Adult" - "Youth Services" were "Young Adult" - "Homework Center"were "Tutors" WORK INDICATORS JP,.hUUARY 1999 JANUARY 199 JANUARY 1997 Circulation Adult Materials 27,232 26,119 Juvenile Materials 28,502 24.696 Total 55,734 50,815 Days of Service 25.5 27 27 Average Daily Circulation 2,064 1,882 Hours of Service 249 264 271.5 Materials Circulated per Hour 211 187 In in Circulation 9.7% - ° Materials added for aterials January 1999 now led doom 1,456 reflect serials added vvithdrawn 169 1,052 totaling"Onstead of the Originally ' 1,154. Borrowers Registered 423 Adult Programs 107 53 N/A (Number of sessions) (34) (11) Story Time 181 490 628 (Number of Sessions) (8) (17) (20) Toddler Time 248 167 244 (Number of Sessions) (11) (8) (10) Special Programs 733** 240 238 (Number of Sessions) (31) (6) (5) Children's Computer 68 N/A N/A Word Processor 199 N/A N/A Internet Users 1,570 860 53 Visitors (Gate count divided by 2) 23,428 20,841 17,365 Increase in Visitors 8.06% 5% 0% Fines/Fees Collected $1,500.25 $5,619.27 $5,022.41 Gifts Received $ 11.00 $ 0 $ 0 No statistical report from WCCLS was generated. *' This includes Preschool Fair of 200 participants. f� r • • MEMORANDUM TO: Bill Monahan, City Manager FROM: Melinda R. Sisson, Director of Library Services DATE: January 13, 1999 SUBJECT: Monthly Report, December 1998 • Polaris: There are no major developments -to report. Staff have worked aggressively to clean up patron records (accounts). Many items that were checked out off-line on Polaris and some checked out on Dynix and checked in on Polaris have remained on patrons' records as lost or overdue. This will become critical when WCCLS reinstitutes fines for overdue materials tentatively set for sometime in March. Another pesky problem revolves around the "holds" function. Patrons may place a hold, but Polaris inconsistently alerts staff/volunteers that there is a hold at the time of check-in, so the item gets reshelved. Until a patron brings this to the attention of the staff, the hold goes unfilled. Polaris software version 1.3 promises to fix this and to greatly improve response time, cataloging and acquisitions and introduce reporting features for the first time. This version will be released to WCCLS staff January 15 and once testing is completed will be installed locally. If all goes well, by early February we will alert the public to the schedule for instituting fines in March. • Circulation Statistics: With no circulation statistics, it's impossible to report highs and lows. Paula reports that, "Our 'gut-level' analysis is that we experienced our normal December`slowdown, which couldn't have come at a better time. It allowed staff to catch their breaths. Release 1.3 also promised the return of circulation statistics which will be welcomed with eager adding machines." • Personnel: This is one area that hasn't slowed. Interviews for the Volunteer Coordinator position were conducted December 29 and 31. Circulation was prepared to advertise a library assistant vacancy, but postponed until January. Technical Services reviewed the organization of their division and recommended a reclassification. (Since December, the Volunteer Coordinator position has been offered and accepted by Trish Stormont. Her first official day of work will be January 20.) • Budget Preparation: Most of December was spent developing long range projections and justifications for personnel and capital purchases. It was necessary �►/ • A .0 to revisit the figures submitted to the Finance Director in November as a result of the failure to pass the facilities bond measure. While the Library will continue to offer a high level of quality service, space continues to be a challenge. Options such as a small expansion and/or use of another City facility for off-site storage are under consideration. • Training: All library staff attended Groupwise training in preparation for the cut over from Pegasus. There is additional interest in more training on the use of the calendar feature. Four staff will be attending Supervisory Training beginning in January (Diana Lauterbach, Teresa Laubach, Kathy Smith and Melinda Sisson). • Holiday Bookdrops: Management/professional staff have been scheduled to empty bookdrops on holidays through 1999. This is necessary because of the overflow of materials returned to the Library while closed. Staff will monitor the volume of returns since adding another bookdrop in November and recommend whether this schedule could be reduced. Paula is consulting with Beaverton and Hillsboro Libraries about their holiday schedule and will propose other solutions. A drive-up bookdrop is still the most requested service by our patrons and would encourage those entering the Library while it's open, to drop their books inside. • Volunteers: Volunteer Type Number Hours Adult 78 624.00 Young Adult 6 13.50 Local/Oral History 2 50.50 Adopt-a-Shelf 2 3.00 Library Board 0 0.00 Community Service 8 79.50 Friendly Visitors 5 14.00 Tutors (Homework Center) 7 32.00 Total 108 816.50 = 4.71 FTE WORK INDICATORS JCEMBER 1998 DECEMBER 1967 DECEMBER 1996 Circulation Adult Materials 22,818 21,362 Juvenile Materials 23,646 18,304 Total * 46,464 39,666 Days of Service 28 28 27.5 Average Daily Circulation 1,659 1,442 Hours of Service 287 279 267.5 Materials Circulated per Hour 167 148 Increase in Circulation 17.1% 10.1% 4 Materials Added 1,371 942 Withdrawn 1,179 2,439 3800 CD o Borrowers Registered * N/A 226 `5• m mom—, CL Adult Programs 43 41 N/A (D m (Number of sessions) (12) (10) -0fl. �- o � CL ;), (D (D o O Story Time 43 0 0 C. CL a (Number of Sessions) (1) (0) (0) rn ° Toddler Time 0 0 0 (Number of Sessions) (0) (0) (0) Special Programs 95 134 265 (Number of Sessions) (8) (4) (7) Children's Computer 37 N/A . N/A Word Processor 57 N/A N/A Internet Users 1,385 648 23 Visitors est. (Gate count divided by 2) 18,102 18,014 13,721 Increase in Visitors 2.01% 31.5% N/A Fines/Fees Collected $1,196.93 $4,308.53 $4,089.90 Gifts Received $ .00 $ .00 $ 17.97 No statistical report from WCCLS was generated due to WILT downtime. • The LINCC Conference LINCC To Learning October 23. 1998 My first seminar was Mindmapping, an organizing concept taught by Jeri Oswalt, training manager for Clackamas County. Mindmapping is an approach to organizing your thoughts for a project, a report, or your life plan. The object is to use graphic representations to sort out the priorities. You start with a main thought or idea and sprout satellites out from it. The satellites being smaller priorities within the main priority. You use casual sketches and circles and connect them into a plan. This is much faster than a formal outline and let'syou be spontaneous with creative ideas as 'things to do' start crowding your schedule. The second seminar for me was called `Stories Can Save Your Life'. It seemed to be a talk about writing, specifically from a Juvenile Fiction writer's point of view. It expanded into much more, reminding us of why we ever first stepped foot in a library: the search for stories. Of course we didn't realize then that they had the ability to carry us into someone else's life; to allow us to experience things out of our present realm; to help us formulate new ideas, possibly new ideals and tolerances; to open the whole spectrum of broadening the mind. This author believes in fiction as a means to that end; fiction that is called frivolous and mind-cluttering by some. She brought out how fiction lets us see that other view without being threatened or confronted; lets us slip into those other shoes with no one knowing it but ourselves. This `she' is Juvenile Fiction author, Susan Fletcher, author of'Dragon's Milk', amongst others.... It was a hope filled talk. The luncheon speech by Dr. Joseph Jones, director of the famous Internet Public Library, may have been clearer to me if I had been in his seminar on IPL. He was welcomed enthusiastically by the people who had been in it and he launched off into a dissertation on the enonnity of the Net; the amount of information on it, (collectible or not); and the potential for being exposed to the smaller points of views in the world. One comment intrigued me; he said, "We're now connected with millions around the world; someone's Going to make a bunch, I hope it's us." What do you suppose that means, as far as libraries go? Starting off the afternoon for me was a seminar on Internet search engines. Rich caches of information on the Internet are studiously looked for but not so easily found. "Finding The Little Engine That Can' addressed this problem. Rushton Brandis, Oregon State Library Network Consultant, passed along to us written evaluations of older AND newer search engines, and included ideas on which is the best to use for a given purpose. Two recommended but not so widely known databases, Internet Public Library and Librarian's Index to the Internet are available on our WILInet home page under 'Search The Internet'. He also provided a list of sites that deal with `Why Web Searching Doesn't Always Work'; and brought up new search tools like `Photo Finder', a browser for pictures; and AV Family Filter, a filter aimed at protecting kids from some of the • 0 raunchier sights. Both are in Alta Vista. How about copying these lists and putting-them over by our Internet station? M_v last seminar was-about OCLC alias Ohio Colles.>e Library Center alias Online Computer Library Center: a compilation of over 70 databases. The OCLC presentation seemed like a sales pitch, leaving me pretty much in the dark as to what it actually was; but it spurred me to look into it more at home. I found it residing on WILInet, through a Multnomah County reference. I'm investigating it at this time. They did provide a clear and concise handout on searching with `and', `or', `not' plus concise descriptions of WorldCat, FirstSearch, and NetFirst. There again, we might leave copies out for patrons to use. As usual, there were a couple of great seminars, a medium hurrah and a fizzle. By the end of this report, though, the seemingly less interesting ones have risen in my estimation. It does help to have to go back and dig into the information again. (And the lunch was fairly good.) Nikky Wiles December 10,1998 l DATE: 1/5,,99 jTO: CLAB Members FROM: Eva Calcagno, Cooperative Manager � `_�, RE: Article from American Libraries i I wanted to share with you the exciting news that Beaverton City Library has been named one of the best public libraries in America by a recent study published in the January 1999 issue of American Libraries. Of the over 7000 libraries included in the national study, Beaverton was ranked #19 in the "over 100,000 population served"category. i This is a great honor for the Beaverton City Library staff and I'm pleased to share a copy j of the article with you. It's gratifying to know that a fine library is a strong partner in the Cooperative; it strengthens all of our libraries. Congratulations to Shirley George and staff! t +2 SI;Survey • Go Ahead, Name Them: _ eri Am ca s Best Public Libraries By Thomas J. Hennen JI: ARMED WITH STATS AND DATA, 1,000, although 90 of libraries in each population group scored between 260 and 730. A LIBRARYLAND PUNDIT ATTEMPTS So are the libraries listed here the best in America? Perhaps, but we all recognize that data alone cannot and THE IMPOSSIBLE TASK OF RANKING never will define excellence in library service. The data THE TOP 20 IN FOUR CATEGORIES measurement cannot capture a friendly smile and warm greeting at the circulation desk. Nor can data alone mea- sure the excitement of a child at story time or a senior surfing the Internet for the first time. The way in which "` ` "' population data is assigned puts some libraries at a dis- 1. advantage in the rankings. Because nonprint and elec- t here is the best place to live in America? ironic service data are not yet adequately reported in the What is the best college, hospital, graduate FSCS data, libraries that are in the forefront of such ser school, or place to work? What these questions have in vice may have lost out in rankings that by necessity favor common is that each is subjective and open to infinite more traditional service. interpretation. But that has not stopped magazines from The HAPLR Index is a composite measure of both in- routinely trying to provide rankings to answer them. puts and outputs. It may be asked whether there is a cor- Money magazine's 1998 annual report on the "Best Places relation between the two. Does the user get what is paid to Live in America" for? Are libraries effi- ranks them—and usestient public services? "library books per Data measurement cannot capture I' Donald E. Vitaliano, in capita" as one of its 89 a friendly smile and warm his 1997 article in Pub- indicators. lic Finance Review, de- With a rating and greeting at the circulation desk. scribes libraries as evaluation scheme de- more efficient than vised specifically for Nor can data alone measure the highway departments public libraries in the or nursing homes, less United States, Hen- excitement of a child at story time efficient than power nen's American Public or a senior surfing the Internet plants, and about as Library Rating Index is inefficient as banks! also subjective and fOr the first time. Library trustees, elect- open to debate. Never- ed officials, and the theless, it is an attempt public frequently ask to answer the question, what are the best public libraries librarians for assurances that the tax dollars appropriated in America? for libraries are well spent. Examination of the relation- The HAPLR Index uses six input and nine output mea- ship between input and output measures in the data ex- sures. They are calculated from the latest Federal-State amined appears to indicate a very strong correlation Cooperative System (FSCS) public library data, which between them. will be published in final form by the U.S. Department of Education in March. Each factor was weighted and W{tere the data comes front scored. The scores for each library within a population Of the 8,950 public libraries included in the FSCS category were then added. to develop a weighted score. data, only 7,128 reported data in enough detail to calcu- The HAPLR Index is similar to an ACT or SAT score, late the 15 input and output measures used to produce with a theoretical minimum of 1 and a maximum of the HAPLR Index. The results were tabulated in four dif- ferent population categories, in order to provide a more j THOMAS J. HENNEN JR. is administrator of the Laheshores consistent basis for comparison. The population catego- Library System in Racine. Wisconsin. More information about the ries chosen are: over 100.01)0; 10,000 l0 99,999; 2,000 to tabulations in Hennen's American Public Library Rating Index can 9.999; and under 2,000. be found on the Web at haply-index.corn The information on how a library compares nationally American Lrbranc,, . )anuan 1999 Survey 173 TABLE 1 : WEIGHTING FACTORS* Measure Weight 95 90 75 50 25 10 5 Expenditure per capita 3 $57.78 $43.30 $26,96 $16.56 $9.77 $5.96 $4.21 Percent budget to materials 2 25% 22% 19% 15% 13% 10% 8% Materials expenditure per capita 2 $8.82 $6.70 $4.35 $2.57 $1.46 $0.84 $0,55 Periodicals per 1,000 residents 1 24.1 17.4 11.2 7.0 4.2 2.6 1.8 Volumes per capita 1 61 5.2 3.9 2.8 1.9 1.3 1.1 Costicirculation (low to high) 3 $1.28 $1.52 $2.06 $2.79 $3.97 $5.54 $6.90 Visits per capita 3 11.5 9.0 6.3 3.8 2.2 1.3 0.9 Collection turnover 2 4.6 3.9 3.0 2.2 1.5 1.0 0.8 Circulation/FTE staff hour 2 13.0 11.1 8.8 6.7 4.9 3.6 2.9 Circulation per capita 2 15.2 12.8 _9.2 6.0 3.7 2.2 1.6 Reference per capita 2 13.0 11.1 8.8 6.7 4.9 3.6 2.9 FTE staff per 1,000 population 2 1.14 0.91 0.64 0.43 0.28 0.18 0.14 Circulation per hour 2 136.8 104.7 65.9 39.2 23.2 14.3 10.5 Visits per hour 1 94.2 75.4 47.7 25.5 13.4 7.1 5.3 Circulation per visit 1 3.8 2.9 2.1 1.5 1.2 0.9 0.7 'Examples for libraries in 70.000-99,999 population category. on standard measures can be important for strategic Consolidated county and regional library systems are planning. The standing joke for many engineers in the more prevalent in some states and regions than in others, 1980s was "having lost sight of our objectives, we redou- skewing some population data. Take the author's home bled all our efforts." Knowing state and the 15 largest com- where a library stands by com- munities there: One commu- parison can help it avoid Depending on the nity is assigned one wasteful redoubling of efforts demographic makeup additional person for every and allow it to target time, en- 100 city residents while an- ergy, and resources where that of the state, there Other is assigned 75 persons effort is needed. For example, for every 100 city residents. if the level of visits is high. will be inconsistencies The former community, with but circulation per visit isI - fewer additional residents as- low, perhaps more merchan- in population assignment. signed, will fare better than dising is needed in the library. the latter in any per-capita comparison. Nearly half of Population factors to consider the HAPLR Index is sensitive to population as reported Population numbers are always problematic, even in the FSCS data, so this fact should be considered when leaving aside the continuous complaints that national interpreting the results. census takers misrepresent the data for cities. The FSCS data system had no choice but to ask, states to make Weighting the factors some rather arbitrary assignments of population. The Many measures could be extracted from the available population served often extends beyond the population data- The question is hove should the factors be weight- of the community that established it and provided its ini- ed? For instance, is the number of volumes per capita tial support. Left to their own devices, libraries could more important than periodicals per capita? Collection claim wider service territories that, when added together, turnover is important, but is it more or less important would far exceed tile actual total Population. Hence. the than reference' FSCS had to insist on states making assignments of pop- Members of Clic PubLib listsery on the Internet xy ere qtie- ulation that are arbitrary. ned on these issucs The responses. though limited in 11U111- Depending on the demographic makeup of the state, her considering the thousands of subscribers, Were useful 11 there \vill be inconsistencies in I)OI)LIIJ11011 aSSigiltlIC111, in deciding on the weights to assign to each factor January 11)(W `::74`�rSurve HIGHEST HAPLR INDEX SCORES ; Over 100,000 Population Category Rank Library City State Population Index 1. Naperville Public Libraries Naperville IL 100,422 886 2. Johnson County Library Shawnee Mission KS 307,634 873 3. Columbus Metropolitan Library Columbus OH 758,012 861 4. Schaumburg Township District Library Schaumburg IL 124,773 849 5. Hennepin County Library Minnetonka MN 689,744 845 6. St. Joseph County Public Library South Bend IN 167,477 833 7. Santa Clara County Library San Jose CA 380,030 827 8. Saint Charles City-County Library District Saint Peters MO 255,066 823 9. Loudoun County Public Library Leesburg VA 108,300 819 10. Montgomery County Department of Public Libraries Rockville MD 813,100 815 11. Central Rappahannock Regional Library Fredericksburg VA 181,100 808 12. Prince William Public Library Prince.William VA 276,900 805 13. Dakota County Library Eagan MN 287,321 802 14. Denver Public Library Denver CO 497,007 802 15. Indianapolis-Marion County Public Library Indianapolis IN 770,684 799 16. Chesapeake Public Library Chesapeake VA 177,900 794 17. Boulder Public Library Boulder CO 114,712 794 18. Toledo-Lucas County Public Library Toledo OH 452,691 788 19. Beaverton City Library Beaverton OR 108,351 782 20. Medina County District Library Medina OH 115,930 774 10,000-99,999 Population Category Rank Library City State Population Index 1. Bexley Public Library Bexley OH 15,636 932 2. Washington-Centerville Public Library Centerville OH 38,530 923 3. Porter Public Library Westlake OH 18,224 896 4. Hays Public Library Hays KS 17,363 895 5. Morley Library Painesville OH 36,175 887 6. Staunton Public Library Staunton VA 24,500 872 7. Dover Public Library Dover OH 13,845 871 8. Greenfield Public Library Greenfield IN 11,657 869 9. Brown Deer Public Library Brown Deer WI 12,526 866 10. Newport Beach Public Library Newport Beach CA 69,100 866 11 . Cary Memorial Library Lexington MA 29,108 865 12. James Prendergast Library Association Jamestown NY 34,681 865 13. Carmel Clay Public Library Carmel IN 43,007 865 14, Lower Merion Library System Ardmore PA 58,003 859 15. Acton Memorial Library Acton MA 15,983 856 16. Darien Library Darien CT 19,171 856 17. George F. Johnson Memorial Library Endicott NY 13,531 851 18. Urbana Free Library Urbana IL 36,383 850 19. Pittsford Community Library Pittsford NY 24,497 848 20. Fergus Falls Public Library Fergus Falls MN 12,596 847 American Libranc> • lanuar13)5) HIGHEST HAPLR INDEX SCORES 2,000-9,999 Population Category Rank Library City State Population Index 1. Hagerstown-Jefferson Township Public Library Hagerstown IN 3,331 940 2. Twinsburg Public Library Twinsburg OH 9,021 932 3. East Syracuse Free Library East Syracuse NY 3,343 913 4. Wright Memorial Public Library Oakwood OH 9,150 901 5. Delphos Public Library Delphos OH 9,695 899 6. Williamson Free Public Library Williamson NY 6,540 881 7. New Glarus Public Library New Glarus WI 2,731 877 8. Berne Public Library Berne IN 3,559 871 9. Mary Lou Johnson-Hardin County Public Library Kenton OH 8,216 870 10. Falconer Public Library Falconer NY 2,653 869 11 . Kirtland Public Library Kirtland OH 7,815 867 12. Vineyard Haven Public Library Vineyard Haven MA 3,171 866 13. J.R. Clarke Public Library Covington OH 5,443 865 14. Worch Memorial Public Library Versailles OH 5,784 863 15. Dorcas Carey Public Library Carey OH 5,542 863 16. Centerburg Public Library Centerburg OH 4,468 861 17. Chewelah Public Library Chewelah WA 2,338 860 18. Perham Area Public Library Perham MN 2,204 856 19. G A R Memorial Library West Newbury MA 3,930 855 20. Conrad Public Library Conrad IA 2,198 855 Under 2,000 Population Category Rank Library city State Population Index 1. Brownsville Public Library Brownsville WI 777 911 2. Lynnville Public Library Lynnville IA 393 900 3. Poland Public Library Poland NY 456 888 4. Edith B. Ford Memorial Library Ovid NY 660 886 5. Mill Pond Public Library Kingston WI 570 886 6. Falls City Public Library Falls City TX 716 882 7. Westbank Community Library Austin TX 1,726 875 8. Easton Library Greenwich NY 230 865 9. Takotna Community Library Takotna AK 46 859 10. Newfield Public Library Newfield NY 692 855 11 . Plum Lake Public Library Sayner WI 576 856 12. Jones Memorial Library Orleans VT 1,395 852 13. Harpers Ferry Public Library Harpers Ferry IA 284 852 14. Clayville Library Association Clayville NY 463 849 15. Bancroft Public Library Salem NY 958 848 16. West Winfield Library West Winfield NY 871 846 17. Holland Patent Free Library Holland Patent NY 486 845 18. Union Public Library Union IA 1,748 842 19. Bemus Point Public Library Bemus Point NY 383 841 20. Heuvelton Free Library Heuvelton NY 771 839 American Libraries • January 1999 r 7h l Survey The weighting amounts, froin scored high to low. Index is weighted at 3 for this factor three to one, are listed in Table I. It might be said that for the HAPLR An amount of $57.78 or more would When calculating a composite score index a 95th percentile score was a put a library above the 95th percen- for each library, the factors were "grade" of A, while a 5th percentile tile, whereas an amount below $4.21 weighted as indicated. Cost per cir- rating was an F. The HAPLR Index would put it in the 5th percentile. A culation, visits per capita, and reve- score is a composite average that can standard HAPLR Index report for an nue per capita were each given three be compared to the score of all other individual library would include a times as much weight as the lowest- public libraries, comparison of the specific library to i rated factors. Note that cost per cir- An example of how to read the four other libraries in the state or na- culation was rated from lowest to data: Regarding expenditure per cap- tion closest to its population size. highest. All other measures are ita, the table tells us that the HAPLR Dewey or don't we? Melvil Dewey had a vision of a day when one could go to any town and LIBRARY COMAINTMTMEJUMAr ask the locals not if they had a CHINA'99 t j� library but rather where it might be b y A0T=N M Y found. That vision is largely true to- day. Most citizens have at least one library somewhere that they can call their own. ., .-• Just 50 years ago the authors of "• the National Plan for Library Servic- es decried a world in which a quarter of the population, mostly rural, re- ceived little or no library service. In the intervening years much progress • has been made in assuring legal ac- it by most citizens to at least one t library in a convenient location. l; t For the third millennium, theuest for library excellence will become far more important to public library plan- ners than the 20th-century issues of location and legal access. It is hoped that the HAPLR Index will contribute -- to advancing the quest. •. FOR MORE INFORMATION a Money Magazine's Places Raced i (pathfinder.com/money/bestplaces/). s - The 1998 report on "Best Places to Live in America" uses "library books per capita" as one of its 89 indicators. > Federal-State Cooperative Sys- tem (nces.ed.gov/surveys/ public.html#contents). Nationwide public library statistics are collected • and disseminated annually through the Federal-State Cooperative Sys- tem for public library data. Welcome to participate in the exhibitions and seminars. For more information,please contact: a X-Inefficiency in the Public Sec- Mr.Mark Lin Mr.ChaiYuigpir M,2hangkanhui, I tor: The Case of Libraries, by Robinson Tech International Corp. Mr,Wang Dongsheng. M,.Li Gegang (Exhibition Agency) Belling international Plan B F~ce Section Donald E. Vitaliano, Rensselaer P.0,8ox 38 Edgewaler,14J07020.U.S.A- Exhibition Centre(BIEC)ol The Ministry of Culture P.R.China Tei,(201)941-3232 CCPIT Belting Sub-Councd Tel:(8610)65551687;65551681 Polytechnic Institute. Public FInance Fax:(201)313.7072 Tal:(8610)64227788-615 Fu:(8610)65551690 F xe 20ark 13M70mpuserve.com Fax:(8610)64251287, Review, November 1997, Vol. 25, 64251040,65242955 Issue 6, p 629+. American 1_Ibrane�: a Januar 109) i p Washington CouMY lie oope tWe �ktb4049eMCes �a DATE: 12/2/1998 TO: Cooperative Library Advisory Board FROM: Eva Calcagno . ; RE: Proposal for Contract Amendment and Price Adjustment from Gaylord Over the last few weeks,Barbara Kesel and I have been in contact with Gaylord Information Systems to clarify some contract issues regarding delivery of software functionality, timelines and price adjustments. We proposed that our contract Schedule M be amended to describe in greater detail the software sub-systems and functions that will be available through Release 1.3. This would allow us to begin the software functionality testing sometime after we have loaded Rel. 1.3 so that we can ultimately accept the system. Gaylord agreed with this and will P Y be providing us with an amendment to do so. We also asked them to agree to a timeline for delivery of Release 1.3. Gaylord is finalizing the software changes for this release now and plans to"freeze" the release's code about December 15`h. The software will then be passed to their testing group. Gaylord would like approximately a month to test the release, knowing that cutting this process short.in the past has caused considerable customer problems. We agreed with them on a January 15`h delivery date of Release 1.3. The Cooperative will then load it here and begin our own testing to assure that it does what we expect before we install it on WILInet. We feel fairly confident in this delivery timeline because Gaylord wants very strongly to demonstrate Release 1.3 at the ALA Midwinter Conference at the end of January. (All vendors push to do similar things.) Gaylord has openly stated that they would like to offer us a price adjustment in recognition of the significant role that the Cooperative has played in the development of Polaris and the unexpected difficulties we experienced. Based on information I got from Joe Ford, our consultant, I proposed to Mike Skiles that the $209,000 Software Functionality payment be reduced by 50% for this purpose. Instead, Mike has proposed the following. He would like to reduce the Software Functionality payment by $50,000. In addition Gaylord will not charge us for the Telephone Notification Server hardware and software, valued at $25,51 G. N1ike said that he could only authorize a price reduction Of up to S50,000; if we want more than that, he will need to seek permission from Gaylord Brothers. Mail: PO Box 5129,Aloha, OR 97006 • Location: 17880 SW Blanton St.,Aloha, OR 9 (503)642-1544, Fox 591-0445, TDD# 690-7755 While Mike did not mention it, Barb and I think it is also worth noting that Gaylord has provided a great deal of onsite assistance to the Cooperative at no cost. This includes three high level staff for one week each (Bob Bloom, Bill Schickling, and George Halsey), our Project Coordinator for one week (Katie Crouse), additional circulation and systems support (Tricia Racke), and acquisitions and cataloging training (Shannon Wainman). This is in addition to onsite assistance that we expected to receive when going live on the system. I would estimate Phis to have cost them about S 10,000 in travel expenses, not including salary costs for these five people. I have not accepted nor rejected this proposal from Gaylord. I warit to discuss it with Library Directors as well at their December 17`h meeting, but I wanted to update you on the talks and ask you to be thinking about it. I will also follow up with Joe Ford for further advice on the issue. MIX REFERENCE MIX Reference October %of April %of %+/-to October %of %+/-to October %of %+/-to October %of %+/-to October %of %+/-to October %of %+/-to Survey Summary 1993 total qst 1994 total qst Oct-93 1994 total qst Apr-94 1995 total qst Oct-94 1996 total qst Oct-95 1997 total qat Oct-96 1998 total qst Oct-97 LINCC Total ref.questions 2,605 2,421 -7% 3,144 30% 3,759 20% 3,921 4% 3,349 -15% 4,555 36% For Clack.Co.res. 2,191 84.1% 2,138 _88.3% -2% 2,653 84.4% 24% 3,261 86.8% 23% 3,481 88.8% 7% 2,975 88.8% -15% 3,929 86.3% 32% For Mutt.Co.res. 307 11.8% 208 8.6% -32% 358 11.4% 72% 354 9.4% -1% 345 8.8% -3% 265 7.9% -23% 507 11.1% 91% For Wash.Co.res. 60 2.3% 46 1.9% -23% 113 3.6% 146% 125 3.3% 11% 56 1.4% -55% 63 1.9% 13% 74 1.6% 17% For Ft.Van res. 1 0.0% 4 0.2% 300% 3 0.1% -25% 2 0.1% -33% 5 0.1% 150% 16 0.5% 220% 9 0.2% -44% _- 0.0% For Camas res. _ - For Hood R.res 1 1 0.0% For others _ 46 1.8% 25 1.0% -4_6_% 17 0.5% -32% 27 0.7% 59% 34 0.9% 26% 29 0.9% -15% 35 0.8% 21% MVLTNOMAH CO. Total ref.questions 12,471 12,720 2% 12,204 -4% 10,889 -11% 11,024 1%1 10,239 -7% 11,892 16% For Mutt.Co.res. 9,912 79.5% 10,374 81.6% 5% 9,912 81.2% -4% 9,190 84.4% -7%1 9,460 85.8% 3% 8,761 85.6% -7% 10,233 86.0% 17% For Clack.Co.res. 799 6.4% 942 7.4% 18% 791 6.5% -16% 422 3.9% -47%1 455 4.1% 8% 607 5.0% 11% 575 4.8% 13% For Wash.Co.res. 1,157 9.3% 891 7.0% -239h 989 8.1% 11% 911 8.4% -8% 749 6.8% -18% 634 6.2% -15% 662 5.6% 4% For Ft.Van res. 213 1.7% 153 1.2% -28% 140 1.1% -8% 50 0.5% -64% 85 0.8% 70% 75 0.7% -12% 109 j 0.9% 45% For Camas res. 0.0% 0.0% 3 0.03% 7 0.1% 133% 3 0.03% -57% 5 0.0% 67% For Hood R.res 3 0.0% 1 0.0% -67% 3 0.0% 200% 8 0.1% 167% 1 0.01% -88% 11 0.1%, 1000% 7 0.1% -36% For others 387 3.1% 359 1 2.89 -7% 369 3.0% 3% 305 2.8% -17% 267 2.4% -12% 248 2.4% -7% 301 2.5% 21% WCCLS Total ref.questions 3,124 _ 3,517 13% 3,637 3% 3,956 9% 4,497 14% 4,783 6% 4,229 -12% For Wash.Co.res. 2,859 91.5% 3,203 91.1% 12% 3,176 87.3% -1% 3,514 88.8% 11% 4,000 88.9% 14% 4,396 1 91.9% 10% 3,916 92.6% -11% For Clack.Co.res. 58 1.9% 90 2.6% 55% 92 2.5% 2% 82 2.1%1 -11% 94 2.1% 15% 48 1.0% -49%1 66 1.6% 38% For Mult.Co.res. 172 5.5% 164 4.7% -5% 311 8.6% 90% 278 7.0% -116/6 357 7.9% 28% 296 6.2% -17% 225 5.3% -24% For Ft.Van res. 3 0.1% 6 0.2% 100% 6 0.2% 0% 2 0.1% -67% 4 0.1% 100% 1 0.0% -75% 1 0.0% 0% For Camas res. - 0.0% For Hood R.res - 0.0% For others 32 1.0% 54 1.5% 69% 52 1.4% -4% 80 2.0% 54% 42 0.9% -48% 42 0.9% 0% 21 0.5% -50% Ft. Vancouver Total ref. uestions 1,939 2,094 8% 2,263 8% 2,010 -11% 2,565 28% 1,766 -31% 1,673 -5% For Ft.Van res. 11866 95.7% 1,959 93.6% 6% 2,165 95.7% 11% 1,915 95.3% -12% 2,432 94.8% 27% 1,601 90.7% -34% 1,591 95.1% -1% For Clack.Co.res. 2 0.1% 3 0.1% 50% 4 0.2% 33% 4 0.2% 0% 2 0.1% -50% 3 0.2% 50% 2 0.1% -33% For Mult.Co.res. 43 2.2% 65 3.1% 51%1 57 2.5% -12% 31 1.5% -46% 57 2.2% 84% 42 2.4% -26% 25 1.5% -40% For Wash.Co.res. 6 0.3% 8 0.4% 33% 6 0.3% -25% 13 0.6% 117% 4 0.2% -69%1 7 0.4% 75% 3 0.2% -57% For Camas res. 1 17 0.8% 24 0.9% 41% 19 1.1% -21% 13 0.8% -32% For Hood R.fes 10 0.5% 4 0.2% 60% -100% 2 0.1% 3 0.1% 50% 1 0.1% -67% - 0.0% -100% For others 22 1.1% 55 2.6% 1500/6 31 1.4% -44% 28 - 1.4% -10% 43 1.7% 54% 93 5.3% 116% 39 2.3% -58% Pagel MIX REFERENCE MIX Reference October %of April %of %+/-to October %of %+/-to October %of %+/-tol October %of %+/-to October %of %+/-to October %of %+/-to Survey Summary 1993 total qst 1994 total qst Oct-93 1994 total qst Apr-94 1995 total qst Oct-94 1996 total qst Oct-95 1997 total qst Oct-96 1998 total qst Oct-97 City of Camas Total ref.questions 179 181 7.1% 1% 381 110% 157 -59% For Camas res. 94 52.5% 112 61.9% 19% 223 58.5% 99% 89 56.7% -60% For Clack.Co.res.--s. _ _ - 0.0% For Mult.Co.res_ _ 3 0.8% __ -__0.0% For Wash.Co.res. - 0.0% For Ft.Van res. 84 46.9% 66 36.5% -21% 155 40.7% 135% 62 39.5% 60% For Hood R.res - 0.0% For others 3 1.7% 3 1.7% 0% -100% 6 3.8% Hood River Total ref.questions 132 67 -49% 11166% 70 -37% 123 76% 115 -7% 86 -25% For Hood R.res 108 81.8% 54 80.6% -50% 93 83.8% 72% 54 77.1% -42% 99 80.5% 83%1 95 82.6% -4% 76 88.4% -20% For Clack.Co.res. _ _ - 0.0% For Mutt.Co.res. 2 1.5% 2 3.0% 0% 5 4.5% 150% 3 4.3% -40% 2 1.6% -33% 1 0.9% -50% - 0.0% -100% For Wash.Co.res.- _ 5 4.3% - 0.0% .3% 9 For Ft.Van res. 11 8 13.4% -18% 11 9.9% 22% 9 12.9% -18% 20 16.3% 122% 2 1.7% -90% - 0.0% -100% For Camas res. 1 0.0% For others 11 1 8.3% 2 3.0% -82% 2 1.8% 0% 4 5.70/6 100% 2 1.6% -50% 12 10.4% 500% 10 11.6% -17% 11-4-98 clm "%of totalquest"indicates what percentage of the total questions answered for each MIX participant were residents compared to non-residents Page 2