KLA/MLA 2015 Day 3

Format Focus: Non-Fiction

Kim, Polli and Amanda are sharing all things great and good about non-fiction.  Book list to come (which is why you come to these).  I will comb through ALL of the handouts and pick out the stuff I missed and want to share.

State Librarian Luncheon (I passed – Italian sausage, ravioli in cream sauce and green beans)

Best part – a great conversation with the staff from Basehor Community Library.  I found out how they organize their Readers Theater program for 3rd-5th graders (info from Scholastic).  It’s a 3-hour workshop.  Library staff (Vicky and Patrick) pick the book, make copies of the script, read through the script, create costumes and scenery…then perform the book to friends and family.  Vicky will read the book first, so the kids are familiar with it and can talk about the story and motivation.  Patrick says the costume and scenery part is what the kids get most excited about.  Vicky will make recommendations for who gets what part based on her knowledge of her kids’ reading skills.  I think when the younger kids want to participate, I heard she may give them a part as ‘frog’ or another sound-effects-type role.  There are lots of online resources and scripts – just search ‘readers theater‘.

We also talked about an Adult Readers Theater, which might be fun, too. Think of it like recreating the good-old days of radio!  Might be great for Seniors.

I asked about passive programming and incorporating tech into story time.


LibrarySimplified – a NYC Library program – search one place for an ebook – “One discover and reading system for all ebook vendors.”  Multiple vendors is invisible and only one app is needed.  (Would be good for feeding/overdrive/oneclickdigital.)  Looks like KDL, Boston and Chattanooga are all using it.

The State Library BOUGHT Mango – so they don’t have to subscribe.  I wonder how that works?  Seems like a more cost effective options, if you can update.

KLA/MLA Day 2 – Tech Tool Trends 2015

Tech Tools Trends 2015 – Cynthia Dudenhoffer – Presentation (with all the hyperlinks)

Cynthia started by saying this was a research based talk – “there’s a lot of crap out there.”  More critical about what she shares.
Data Visualization – (dissertation topic): enable, ask, inform, see, relationships, highlight.  Present the information visually, with meaning and thoughtfulness
  • Taxonomy: London hipster coffeeshop names – won an award.  beautiful.net.  Connections of library systems example
  • Health Information: Plot medical outbreaks on a map tons end out vaccines.  Crowd source tool – get info immediately and share in a meaningful way
  • Statistics
  • Library Data Visualization Data plots for circulation by region, state circa data, play with it – great ways to work the data to share with Board and commissioners
  • Game of Thrones: Relationships decoded – very cool.  (sex one, too)
To Make:
  • Infogr.am
  • piktochart.com
  • tableau.com – vaccine map – upload data sets
  • Google sheets/fusion tables
  • visme
  • easel.ly
To View:
  • Flowing Data has education data
  • statistics.com – training offered
  • visual.ly
  • informationisbeautiful.net
  • visualziang.org
Convince your board of anything if you give them a pretty enough picture.
Digital Collections – Content and projects to share docs and pics
  • DPLA – app section useful to search by color, for example
  • Serendiptomatic – aggregator (like wordle but an image search that pulls images from other sources of image collections)  Metadata attached to them.
  • Kngine – new type of search engine by asking questions.  Separates content out by images, articles, answers – strips out all ads – great research starter
  • Omeka – Digital content place and make exhibits online for free (or a hosted version)
  • OpenCollections – better for libraries that have a programmer
Virtual reality
  • Google cardboard  – google explorations teams up with nasa – look and see into space.  Teen program idea.  Augmented reality affordable and educational accessible.  Libraries count for the apps.
  • Aurasma – video tutorial tool for iPhone (app) – notate a picture. Easy to use.  Library tour idea.
  • Chromville – program idea for technology with iPads – free, color, change the world with the colored pages
Education Hacks:
  • Shelfari – digital bookshelf images to highlight a collection
  • Icanhazpdf – twitter hashtag – articles will be tweeted back to you and works really well. Crowdsourced ILL.
  • ExplainEverything – white board app to notate and record voice to make tutorials (college class example)
  • DigitalPassPort – Digital citizenship tool – safe online – prepare for the internet
  • Pinterest – students use it to store citations – just use what they already use
  • SubText/AR360 – bought by accelerated reader
  • Biblionasium – gam-ifies reading for kids 7-13 year olds. Badges, etc.
  • WhatWasThere – GIS – stand in a place, and tells you the history!!!  Philadelphia!  You can add things, as well.
  • WordLens/Google Translate – virtual reality – to translate signs in real time.  JOAQUIN
  • Paper – http://www.fiftythree.com/paper – list sharing, gesture-based, annotate, take notes, share accounts to many people, grab images or pieces.
  • Poems by Heart – Produced by national council of English Language. to help children memorize – expose to classic literature and helps them.  PROGRAM idea. UK tool. Her 7 year old son loves it
  • ResearchReady – Craptest – web site test.  evaluates websites. Good for students.
  • Koma Koma – stop motion animator easy to use. record play back forward Cool little movies
  • Crowdflik – GIS and aggregates – concert example, find other videos of events
  • Stripdesigner – graphic novel comic book creator Templates, upload your own art
  • printShop (Makerbot) – App to draw and then print 3D
  • Lightbot – teach kids programming.  Puzzle based games (like robot turtles).  Looks like minecraft.  Teaches general functions of programming
  • MyBrushes – Painting app – options
  • Canva – Online graphic designing tool. Fun.
  • Scrapy – open source way to scrape data behind web searches. Like google analytics
  • Buffer – Organize your social media accounts – dashboard, schedule, etc.
  • SproutSocial – Proactive – use to monitor social media by topic and create an alert – trending topics to encourage you to post stuff.
  • Topsy – 2006 Twitter archive. social media search engine.
  • SocialMention – Search engine of real-time social media
  • Storify – pull social media to make a story.
  • Odyssey – GIS location based stories.  Vacation example – notate.
  • Veooz – News aggregator with social media.  Beta but good.
  • WWSGD – Seth Goden – Plug in for wordpress to remind you to thank you for commenting.  Notices for web site – bring people back to the web site
  • Trendsmap – social media and data and GIS – overlay twitter geographically in real-time.  Syria, for example. No translator built in.
Q&A – 
Mashable is where she learns about these things.  Search in Veooz for social media trends.  LifeHacker network gives ideas of new tech trends, too. Follow or get a news aggregator. Gizmodo, too, for tech side. Pocket plug-in. iPhone app to live in toolbar like pinterest.  Daily Skim – sends you links to read later. Fee.ly
App – Poo Log – What’s Your Poo Telling you?

KLA/MLA Day 2 – Thinking Outside the Stacks

Kathleen Morgan – kmorgan@lawrence.lib.ks.us, Lawrence public library Foundation director – outward facing functions of the library and Judy Keller, Jeffrey Byrne and Associates, Inc. – fundraising consultant for capital campaign and now a Board member | Presentation

Demystifying Fundraising.  Many libraries have foundations, but how do we pursue these gifts?

Lawrence Public Library’s Story: Ribbon cutting to newly renovated and expanded building after 10 years of hard work.  $19 million project with parking lot.  Library had to raise $1 million of the project, then $18 million bond.  Daunting task – a lot to raise.  Inexperienced Foundation board, with a project of this scale.  Hired a consultant and raised $1.2 million.

Most library capital campaign is $3-6 million range.  What advantages were there going into the campaign?

  • Everyone understands what a library is and does – intuitively know libraries are a good thing
  • Established leadership
  • High visibility
  • Mayor made this his/her issue and got Commission behind it
  • Library building needed it – 42 year old building and it looked it (Helped that Topeka’s library was much nicer in comparison)


  • Director resigned in early stages
  • Two lead architects left the firm in early stages of the campaign and raised questions about continuity and design
  • Highly visible and many loud opinions (on the local newspaper comment sections)  ‘chatter’


  • Other campaigns going on in town
  • Economic climate – just starting to get out of recession
  • Private v. public funding mix
  • Obsolescence – why do we even still need libraries
  • Wealthy people are shopping at Amazon
  • Foundation’s personal interest – all board and senior leadership MUST contribute


  • Friend-raising – 2 fundraisers a year (indoor golf and after-hours at the library)  Get over stodgy reputation and raise awareness
  • Feasibility Study – Closer to campaign date – “smartest thing we did” – Expensive and adds to cost.  Internal and External examination of where you are in the community and what land-mines you may encounter.  Look at donor database, mailing list, etc. and interviewed community members, Board members, leadership team, etc. Provides a pre-game plan.

New Stories – name of the campaign – Six Criteria for Success at Jeffrey Byrne

  1. A case that is valid, realist and universally accepted.  A Case For Support.  Has to make sense.  3-5 page white pages left in draft form to test with significant prospective donors.  Vetting the Case Statement – think from a donors perspective.
  2. Commitment by organizational leaders – Support and endorse with their own financial support
  3. Involvement by community leaders – Editorial staff, community leader as a champion (with credibility with donors)
  4. Strategy to obtain pacesetting gifts – $100,000 to $200,000 lead gift, plus a $75 and 2 $50’s to make up top 30% of the campaign – proper cultivation.  Must come early in the campaign
  5. Proper planning – Planning before you enter public phase is MOST critical
  6. Proper timing – What about those other campaigns?  There will always be others (hospital, school, church) – the best time is WHEN you are ready

Tips and Tricks:

  • Be Bold – “We only get to do this every 42 years”  Go for it and do what needs to be done to reach your goal.  Library touches every life int eh community
  • Be Prepared – Do the feasibility study and be ready to address any concern that pops up during the campaign.  Have the answers before the questions are asked – do your homework.  Talk to enough people
  • Know Your Community – Look, feel message must be tailored to your community
  • Get Good Volunteers – Someone respected, trustworthy, positive and very hard working.  Fun when you like each other.  Get a diverse group – draw on those networks in town.  Steering committee should be broad
  • Follow the Process – There’s an order – channel Julia Child – start from the inside and work out.  Inner family first (Board, staff should give and participate first), and then to major donors and then foundations and businesses and go public for the last 30%.
  • Be Patient – it takes time and you should expect lulls.  Don’t skip a step.
  • Ask for a specific amount – Naming opportunities as the center piece to start conversation.
  • Don’t under ask – It can offend donors
  • Be Enthusiastic – the Donor can tell if you’re faking it.
  • Celebrate Accomplishments – weekly appreciation and thanks.  Parties for landmarks – Food, Beer and Wine
  • Be Grateful – Stack of Stories to track progress.  Stack of books, reminded visitors of what was going on, brought it out after first 70% was earned.
  • Can’t be Grateful Enough – Donor wall has “Citizens of Lawrence” as the biggest donor (bond issue)


  • Set up for future success – Humanities grant on heels of successful capital campaign.  Raised another $1 mil for program endowment.  Matching grant – National Endowment for the Humanities.  Opens up other opportunities – faith, legitimacy and proven track record.
  • New Landmark Library


  • New campaign – different donors, different focus, but still had naming opportunities but some same strategies and the matching piece was appealing to donors
  • Was the campaign cost rolled in?  Yes – 10% admin expenses and lead gift was 10%.  Ended up using 8.5%.
  • Still doing events?  One a year and alternate them – caddy stacks and then the adult party.  More manageable for staff and board.
  • After hours party – last one was ‘sneak a peak’ party.  Permits, fire marshals, stress!  Thursday 5-7 pm or a Saturday night at 7 after the library closes at 6.  Fun to drink in the library after dark – magical party space.
  • Adult supervision:  Tax credit opportunities for the donors (in KS and MO) and post-campaign fundraising you can grow the endowment and support perpetual sustainability.  Planned giving with an endowment campaign (state of the art).

KLA/MLA Day 2 – Managing Transitions

It’s Not Change That’s the Problem, Its the Lack of Transition That’s the Problem with Vicky Baker, Mid-Continent Public Library | Presentation

Book: Managing Transitions by ??

Change v. Transition
Change is situational – move, new director
Transition is psychological – let go, go through the neutral zone and then make a new beginning
“Just because everything has changed, don’t think anything is different.”
Celebrate the new beginning and give time people to unplug from the old way.
Move towards acceptance of what is happening.
Letting Go:
The process causes feelings of: Fear, denial, anger, sadness, disorientation, frustration, uncertainty, sense of loss
Yes, these are also the stages of grieving.  Even happy changes are difficult transitions – everything is ‘so completely different’ for example, when you have a baby.
Go through this stage completely – if you escape too early, you’ll lose creativity and problem solving.
Case Study:  5-10 years in the future, no more print materials (we used this scenario to discuss all three stages).
Who is losing what?
Security,memories, staff lose work, everyone loses something, donors/supporters,
What exactly are they losing?
Newspapers, 24/7 access to materials even without power, losing the vehicle for stories and information, losing activities like lap-sit reading between kids and parents, poorest lose access to books because they can’t afford the devices, access v. ownership issues
How do you talk about the change?
Push acceptance and present as positive, just losing how you access the stories and information, business access, customize reading experience
Is everyone losing something?
Yes – unless you don’t read.Transfer importance of books to the new thing.  No more weeding!
How Can You Help?
  • Give as much detail and possible – who, what, when, where, how.
  • Give people information when you have the information and get it out
  • Listen sympathetically  the whiner may wear you out you have to try and understand
  • Accept the signs of grieving
  • Define what’s over and what is NOT over.  Find the positives.
  • Mark the Endings – celebrate or have a funeral
  • Let people take a piece of the old way with them (include patrons).
  • Treat the past with respect – honor where we came from
Neutral Zone – waiting for the new thing to come and you’re  one grieving
  • Anxiety rises and motivation falls
  • Absenteeism increases
  • Old weaknesses reappear
  • People are overloaded because they don’t know what they are doing
  • Systems are in flux
  • Consensus breaks down – don’t know what we are doing
  • Teamwork is undermined
  • Loyalty to the organization is lessened (during that time period)  Why?!
  • People will be frightened because they just don’t know what to expect.  Free Library example when the budgets were cut
Case Study in Neutral Zone – work is backing up and bad habits returned:
How do we motivate?
Prioritize with the person and let them start with what they enjoy, be flexible with job duties, Buy in.  Volunteers – provide help.
Absenteeism – how do you make work fun?
Small goals and then celebrate.  More days off?  Let them go.  Remind them of the importance of what they do. Give more autonomy – flexible schedule during the transition, work with them as the manager, What do we let go – identify.  Create talking points and lead from the front, Appreciate the staff that does show up (chocolate/lunch)
This too shall pass, growing pains, Celebrate all victories and improvements, Talk about it and confront the issues.
How can you help?
  • Give people a metaphor to hang on to
  • Protect people from any other changes while int he neutral zone. Delay more change.
  • Review policies and procedures
  • Create task forces and project teams (helps with buy in)
  • Set short term goals
  • Provide seminars to help people during the neutral zone – workshops and get staff out of the library
  • Encourage creative problem solving – bend and create new rules
  • Create a transition monitoring team – don’t run it, just keep tabs. Feedback.
New Beginnings
  • Beginnings reactivate old anxieties
  • New Beginning/ New way seems like a gamble
  • Fear that if it is a failure there will be punishment (who will be blamed?)
  • May have preferred to stay in the neutral zone – more creative = more fun
  • Communication is Key
Scenario: what communication? what are new duties, what are new measures of success and is everyone ‘there’? Positive, personalized help, reassure, tech competencies and training, confidence building, RA, training materials and guides,
How help?
  • Provide encouragement through the 4 P’s:
    • Purpose
    • Picture – illustration
    • Plan – more detail about what’s happening
    • Part to Play – roles and responsibilities
Reinforce the new beginning
  • be consistent and say things consistently
  • ensure quick successes
  • symbolize the new identity
  • celebrate the success

KLA/MLA Day 2 – Dealing with problem patrons

Presentation Bringing Sanity Back to Difficult Interactions with Patrons – Resources KLA/MLA Conference 2015 | Ruth Harries

What is a problem patron?  Stinky people, tired people, someone upset about policy, annoyed by another patron, needs extra help (lots of it), and someone whose behavior endangers others, etc., etc.

Strategies for Sticky Situations:

  • Build relationships – listen to your regulars and think about what people complain about the most (reduce fines or fine free days if fines are a squeaky wheel)
  • Listen actively – use body language that says “I’m listening” and empathize with the patron – “I’m sorry you’re going through that” or “I know this is frustration” or “That sounds really frustrating”
  • React appropriately – don’t over or under-react and enforce policy consistently, knowing there will be exceptions.  Think about how enforcement of a policy is going to impact the patron

If it all goes wrong…

  • Stay calm
  • It’s not about you personally (there  bad day is not your fault)
  • If necessary: get backup, disengage, contact the police (threats, abusive behavior, intoxicated)
  • Document, document, document – Incident Report Forms are your friend and let staff know what’s going on – to identify patterns of behavior.  Use careful language – describe how they appear, that they have bags with them, that they smell (don’t say they’re homeless…’cause you don’t know that!)

SupervisorManger Responsibilities

  • Create Patron Policies – code of conduct includes behavior policy and make sure staff members know what’s in it.  Post in a public place, on web site, as handouts that you can give a patron to read, etc.  Sample policies to come – with your Board
  • Craft an effective policy – tail to your library and clientele, lay out behaviors that will result in a ban for X amount of time (and how many instances of problem behavior) and cover behavior that interferes with others’ use of the library and anything that endangers others.
  • Back up your staff!! – provide training on all policies, on basic reference questions (Michael C. Hall Basic reference interview – look this up and Colorado State Library has virtual training for staff and how to be more approachable), and on how to handle abusive behavior.  Provide reinforcement when necessary and model behavior for staff. Practice in staff meetings, provide scripts, etc.
  • Use bans judiciously – follow your policy and make sure you’ve created a paper trail (Incident Report Form again) – when, why, how often, what was done, etc., etc.  CYA again and for succession reasons.
  • Include right of appeal – and you can’t ban for life – just for a year and give them an alternative means to access the information which is a first amendment right according to the courts.


  • Computer use scenario – kick off one of these teens so I can complete my job application!
    Ask the teens if they’re willing to get off the computer, explain that the teens have a right to use the computer, bring out a laptop for him to use, rely on time management software (person on the longest – so you can say when a computer will be available), provide other places for patron to go for computer access, try to find an alternative, ask for volunteers to give up a computer (who is leaving soon?), call to reserve a computer – HAVE A POLICY – Cool idea: job application/school work ONLY computers at Hutch public library.  “Empathize and use active listening skills.”
  • Muttering pacer scenario – other patron is disturbed and worried about his/her mental health
    Engage with the muttering patron and ask if they need help to assess his needs, don’t assume (it could be the complainer who has the problem), address needs of both and offer a quieter place to go for the student, involve two staff person (one to engage and one to observe), are they in a quiet area? – address the policy.  Librarian411.org – Mo State Dept of Mental Health! Address the behavior with compassion and empathy.  Be familiar with resources in your community and involve an outside agency if necessary.



KLA/MLA Day 2 – Weeding Without Tears

Weeding Without Tears: Don’t let weeding become a public relations nightmare with Mickey Coalwell  | Oct. 1 | Presentation

Day 2 – and I’ve already had another hug (and a hangover, but that’s my own damn fault).

Mickey is now the Regional Director of LSSI for the Western Region after 10 years at NEKLS as a Library Development Consultant.

The politics and public relations of weeding.

Stories of publicity ‘debacles’ – Corrine Hill from Chattanooga Public Library was interviewed for this session – she was 2014 Librarian of the Year and by September a former Friends claimed she had “no respect for books whatsoever.”  August 2015 weeding backlash at KCPL – “Bibliocide” claimed the Friends of KCPL.  Urbana, IL…rallies in Berkeley, CA. When public gets involved in the weeding process, it often lead to the Director resigning or being fired. Whistleblowers were always staff, volunteers or Friends of the library!

What went wrong?  Causes:

  • No policies or vague policies
  • Public perception of the library as a museum/archive v. popular lending library
  • Untrained boards, staff and volunteers
  • Time and resources – “big weeding projects” are poison. It flags the public.
  • Emotional resistance in the form of irrational bibliophilia – romantic attachments
  • Past mistakes and lack of consistent weeding practices


  • Clear, consistent weeding criteria and philosophy – do you talk about it with the board, staff and Friends?  Procedures – how and why we weed.  Add a mending policy, too.
  • Regular, scheduled weeding with detailed documentation – keep the list!  provide more data, not less. Be transparent about our data – share what and why we are taking off the shelf.
  • Ideas: Free books just weeded, so the staff see what’s being removed and can take it home if they want!  In Academic library, involve the staff and faculty to give them options to unweed potential weeds.  Book Sales – gives the public option to see and take home the books!  Better World Books and online book sellers. Story of a recycling center also giving folks the chance to take books home.
  • Hints: pull out memorial bookplates before weeding (or return books to family if possible), second chance displays, etc.
  • CREW: A Weeding Manual for Modern Libraries by Jeanette Larson BEST RESOURCE EVER.

Bottom Line:

  • No Surprises
  • Train and educate staff at every opportunity – formally and informally
  • Board and volunteer orientation and training, including hands-on involvement in weeding
  • Share with staff how to be sensitive to the perceptions of the public.
  • We are good stewards, data-driven decision makers – and make sure deselection is talked about as much as selection
  • Be careful with “Big Projects” like RFID and moves – they trigger emotional responses from public.
  • Weed everyday or every week, just like you add new books everyday and every week.

Know the Numbers:

  • Data driven – helps protect you against irrational attacks.  Counter arguments against ‘morally reprehensible weeding’
  • Turnover (Circ/holdings)
  • Cost per circa (Expenditures/Circ)
  • Space for face-out displays, circ ALWAYS goes up, and people can SEE what GOOD stuff you have

Criteria:  Physical condition, frequency of use, date of publication, duplication, availability, and long-term historical significance or local interest  (MUSTIE)  Talk about these at staff meetings.

Product Life of different collections, formats and types – and include that in the policy.  “Board books last one day.”

How do you deal with local history and local authors?  Historical societies or take them off the floor.  You have them, but keep them ‘in a special place’ off the stacks.


  • Policy justification
  • Clear, written weeding criteria
  • Detailed record keeping
  • Consistent adherence to weeding guidelines
  • Inventory management approach
  • Training and communication
  • Include board and volunteers and friends in the weeding process – own the process and build a bridge with the community because they are involved in the process.

What to do according to Idaho commission for libraries:

  1. Make sure weeding is fully explained in your policy
  2. Fall any laws or local ordinances about the dispels of public property
  3. Give the public a chance to acquire materials before discarding them
  4. Work with the media preemptively

Weeding is a complex issue. That’s why it’s done by professionals.” – Corrine Hill

KLA/MLA Day 1 – “A Pennsylvania librarian goes to Kansas City”

Day 1 for me was all about hugs and seeing all of my friends and colleagues from Kansas and a few from Missouri, too.  Lots of networking and seeing people I haven’t seen in 3 years…but many who I keep in touch with via Facebook.  A great tool for an ex-pat Kansan living in Philadelphia. I confess, I also went to lunch with a friend from Tongie and bought new shoes.

Here’s the keynote Slideshow “The Architecture of Understanding” by :


Five Languages of Appreciation in the Workplaceb – Gail Santy

I am VERY sad I missed Gail’s program on the 5 Languages of Appreciation in the Workplace (based on the book by Gary Chapman and Paul White).  Luckily, I ran into someone who had an extra set of handouts!  Woot.  I am a huge fan of the Love Language book, so I will be reading this one, too.   Here’s the Web site: http://www.appreciationatwork.com

Cues that Appreciation is needed:

  • Discouragement
  • Irritability and Resistance
  • Increased Absenteeism or Tardiness
  • Cynicism and Sarcasm
  • Apathy and Passivity
  • Social Withdrawal
  • Negative Work Environment

How to Communicate Meaningful & Effective Appreciation:

  • “Make sure your communication is personalized and individualized.” The recipient need stop “feel you mean what you say and that you took time to think about them personally.”
  • “Communicate appreciation in the language or languages that are most important to the recipient.”
  • “By learning a person’s language of appreciation you can give and receive feedback and appreciation in a way that can be effective.”
  • The ways people experience appreciation:
    • Words of Affirmation
    • Quality Time
    • Acts of Service
    • Tangible Gifts
    • Appropriate Physical Touch
  • “Each person has their own preferred ‘language of appreciation.’  And within each language, there are specific actions that are most valued by the individual.”
  • SO: Figure out what kind of appreciation (love) language a person responds to, and deliver it in that way.  easy peasy, right?

Up Next:

Reception at the Central Library.  I heard Rudy’s will be there and I hope that means there are chicken tacos!!!

A Strong Foundation: Library Master Planning Webinar

Listened June 30, 2015 | Archived Webinar by Library Journal

Presented by: Margaret Sullivan Studio, McMillan Pazdan Smith, The Friends of the Saint Paul Public Library, and Library Journal


  • Margaret Sullivan – Principal, Margaret Sullivan Studio
  • David Moore – AIA, ALA, LEED AP BD+C, NCARB, Project Architect, McMillan Pazdan Smith
  • Peter Pearson – President, The Friends of the Saint Paul Public Library; Lead Consultant for Library Strategies, a consulting group of The Friends
  • Moderator – Emily Puckett Rodgers – Project Coordinator, New Landmark Libraries

CE: 1 hour

Speaker 1: Margaret Sullivan

Library Master Plan is the framework for the future – it’s is flexible and allows for growth 20+ years into the future.
The process:

  • Articulate the Library’s Vision, values, and brand identity | Build a strong leadership group | Gather community data
  • Research Trends – Visit “Center for the Future of Libraries” and look at market segment data.
  • Positive User Experience
    • Who are the users?
    • How did they get here?
    • Why are they here
    • What activities will the participate in?
    • What are their interests?
    • Write User Narratives of Example Patrons
  • Identify the Library’s key Activities and Programs
    • Then, let the architects find the patterns for the spaces and places that will enable the programs to be successful.
  • Why? Identify the Learning Outcomes and Culture of the institution
  • It’s never to early to Pin design ideas
  • Ask and identify your library’s approach to:
    • Collections – type, shelf height, % of floor space, holds, etc.
    • Technology – iPads, eReaders, laptops, charging stations (MacBook Pro with Adobe Creative Suite 6…if we’re going to dream)
    • Special Equipment – printers, 3D printers, Sound booths, Green screens, kilns(!), sewing machines, (cake pans)
  • Look Around You
    • Visit libraries and businesses – maker spaces, for example
    • Connect with Experts – Ask for involvement early in the project to promote engagement and buy in.
    • Have Fun – Interactive workshops with patrons, stakeholders, staff
    • Develop a sense of ownership and engagement about the project with the community
  • Holistic Service Model
    • Staffing and Operations connects to
    • Customer Experience connects to
    • Place Making connects back to Staffing
    • All three need FUNDING to ensure success
  • Articulate the Project and Goals

Speaker 2: David Moore – Architect from Greenville, NC.

Road Map Approach (as written about in November 2011 Library Journal article about Clemson Library)

This Approach develops small steps and improvements to turn the “Before” into “After”

  • Identify Needs First – get input, input, input
  • Conceptual Solutions and ‘test fit’ the ideas, identifying shortcomings
  • Turn Challenges into Solutions and Rearrange Your Space (according to a phased master road map)  Examples shown had: better sight lines, increased seating, more shelving and more study spaces
  • Phased Implementation or “Eating the Elephant One Bite at a Time”
    • Each phase is self-contained, meaning nothing feels unfinished when the phase is over
    • Ideally, you only move things once (twice at the most if you have to go to temp housing)
    • Complete little interventions as funds allow
    • Each phase has it’s own Cost Estimates: Scope of work for construction costs + FF&E estimates + professional fees = estimate
  • Benefits:
    • initiates momentum for positive change
    • Allows you to take baby steps
    • Enables better space sooner
    • Allows for constant use and continual tweaking
    • Provides flexibility
    • Demonstrates good stewardship of resources
    • Phases are practical and planned by order of importance – one phase builds for another

Speaker 3: Role of Private Funding in Capital Projects with
Peter Pearson, President of the St. Paul Friends of the Library

Capital Campaign Includes:

  1. Final project plan
  2. Obtain public funding commitment (grants? Township funds? Existing CIF?)
  3. Access architectural renderings
  4. Build on history of annual fundraising – prepares donors for a capital campaign


  1. Feasibility Study
    • A Neutral third-party person will interview potential donors to share idea and gauge interest
    • Cost ranges from $20,000-30,000 depending on how many people are interviewed.
    • If you have no contacts within the donor’s world, start with your annual fundraising supports
    • Aim for one lead gift that covers 15% of the project costs
    • The neutral person will identify, during the course of the interviews, concerns to be addressed and reveal potential barriers (such as feelings about leadership, staff, etc.)
    • Learn how donors feel about the stewardship and leadership – perceptions.  Outside person can ask the hard questions and can play Devil’s advocate
    • Find out what inspires potential donors
    • It’s a cultivation tool – prepares donors for the “Ask” – they can begin planning if they’re excited about the project
    • Interviews are an opportunity to redefine old ideas about libraries
    • Largest donors are often people who do not use the library
  2. Campaign Leadership
    • Create a cabinet group with new and existing leaders
    • Identify possible campaign leaders during the interviews – people who are enthusiastic joiners
  3. Case Statement
    • Use to help motivate donors
    • Describe the project
  4. Quite Phase
    • Personally ask major donors to contribute
    • Major donors would be giving $100,000+
    • Many projects expect 85%+ of costs to be covered by Major Donors
    • Recruit a Chair – someone persuasive who “you can’t say no to”
    • Make a case for support
    • Personally solicit lead donors (often at their house)
    • Thank them and plan on a Donor Wall
  5. Public Phase
    • Smaller gifts
    • Marketing campaign
    • Plan a public party to celebrate the successful end of the project
  6. Beyond the Campaign
    • Raise visibility of the library in the community and among donors
    • Keep donors – convert Campaign donors to annual donors

This was definitely worth hour of time to watch.  Great information.


Ben Bizzle Promoting Your Library in the Digital Age

May 14, 2015 at the Doylestown Branch of the Bucks County Library System | CE: 2.5 hours

Topics: Library Web site, Programming, Traditional Marketing and Social Media

Intro: Ben Bizzle is one of several movers/shakers behind the company Library Market and author of Start a Revolution: Stop Acting Like a Library. He is also the director of technology at the Craighead County Jonesboro Public Library.


  • Library Web sites ARE our Digital Library and we are JUDGED accordingly.
    A crap Web site = low expectations of the library in general.
  • The Web site can be the DIGITAL HUB, pushing people back into the Library’s front door.
  • The “Trinity of Evil” is our competition: Google, Amazon and Wikipedia because there is no longer a ‘dying need’ for a cited source
  • Web sites HAVE TO BE available on All Platforms: PC, tablet and phone
  • Best format for Web sites is the F-Pattern:
    • Focus on 1. Header, 2. Sub-header and 3. Left-hand side of the page for most important information on the site.
    • Nielsen’s F-Pattern priorities – “F-Shaped Pattern for Reading Web Content” (with cool heat-map images of eye movement on Web sites).
  • Discussion of the Example site Craighead County Jonesboro Public Library (AR):
    • Slides for events, services, card application – anything current and up-to-date
    • 3 Click Rule – have a THIN and B R O A D site
    • Menu drop downs from Main bar
    • Use the Language of the Common Person!  “Research” v. “Databases”
    • Events Calendar – Easier to read a column:
      May 15 – Event 1 blah, blah (Enough info for a ‘buying decision’ – title, info, photos
      May 15 – Event 2 blah, blah
      May 15 – Event 3 blah, blah
    • Online Registration – They set up PCs in the kids section for Summer Reading registration
      Provides DATA – school, reading level, email for automated reminders
  • Language plug in to increase accessibility
  • Children’s and Teen pages have typography and colors similar, but different, from main site

Programming is King:

  • “Fun and Sexy” – Sell the Sizzle.  If you have a BAD program, you LIED and diminish trust that the organization will have a GOOD program in the future
  • Examples:
    • Pete the Cat concert at the Mall
    • Zombie Prom teen event on a Friday night with 63 teens attending
    • Arts on the Lawn – craft show and market. 50 vendors, 10 x 10 space. Repeat twice a year with themes (Renaissance, Vaudeville, etc.)
    • Make a cool program cooler and know it’s OK to FAIL.  Example: Lunch and Learn – wasn’t interesting or enticing enough to give up lunch hour for until they brought in animals!

Traditional Marketing:

  • Postcards, bookmarks, READ posters, Press releases, etc. all done but…Focus on new, fun and creative ideas.
  • Examples from Jonesboro – had inexpensive access to several billboards around town, which they used to advertise library with fun and creative themes.
    • Year One: eCards
    • Year Two: Typography
    • Year Three: Infomercial parodies using catch phrases from TV
    • Year Four: Guerrilla Marketing with Bansky-inspired street art (complete with a barcode that links to the Library’s phone number)
      Bizzle Example 3
  • Summer Guide, because it’s more than just reading!
    • Sell Fun (crafts) and Deliver Steak (books)
  • Keep It Simple – bright colors, clean graphics, simple designs
    Bizzle Example
  • Take Inspiration wherever you can get it – while brainstorming at the bar, Ben and his creative team had an idea: Why not advertise the library on coasters!!
    • Funny – each coaster has a joke, “Add a Word, Ruin a Book”
      Ex.: “The Lion, The Witch and the Wardrobe Malfunction”
      Ex.: “The Girl With the Dragon Tattoo Parlor”
      Ex.: “50 shades of Grey’s Anatomy”
    • 3,000 coasters cost $800 and with 15,000 drinkers reading the, the cost was $0.053 per drinker
    • Each coaster included: picture, joke, the name of the library and the Web site.
    • From Advertisement to Delivery in Real Time.  By adding the Web site, you get instant delivery of service…from a smart phone…at the bar.
      Bizzle Example 2
  • EXPOSURE – Keep the Library out and about in the community, and get people talking about the library using fun, funny, quirky, and engaging ideas.

Social Media – Not Just a Bunch of Cat Pics

  • Image library available Here.
  • “Facebook is the only effective method for advertising library events.”
  • Twitter is more ‘throw and hope’ because it’s not as engaging
  • Pinterest isn’t social media, but has value as a resource
  • Facebook Advertising:
    • Paid ads reach the intended audience in your area.
    • Example: Henna tattoo event for 13-18 year olds in Jonesboro.
    • FB Ad for $50 had 10,000 impressions = 50 teens came to event.
    • Idea – Summer Reading ad in late June with a link to the Web page/post with information and registration link.
    • Pair with Google Analytics to get DATA
    • Increase Value of services – Created a FB ad for Freegal “3 Free Song Downloads each week with your library card” and a link to the service. With the promotion, use of the service increases, making the ROI better.  Stewardship!
    • Data: Use stats before and after ad runs.  More use = database/service is value goes up
    • What other databases and services would benefit from a $50 ad??