OregonStateUniversity

LibrariesandPress

StrategicPlan2012‐2017

TABLEOFCONTENTS

MESSAGEFROMTHEUNIVERSITYLIBRARIANANDPRESSDIRECTOR 1

EXECUTIVESUMMARY 3

MISSIONSTATEMENT 6

VISION 7

COREVALUES 8

ENVIRONMENTALCONTEXT 9ExternalAssessment 9InternalAssessment 10

STRATEGICISSUES 13

STRATEGICGOALS 15Goal1:ReimaginetheLearningandServiceEnvironment 15Goal2:EnrichAcademicImpactandEducationalProsperity 18Goal3:PlayaFundamentalRoleinKnowledgeCreationandDissemination 21Goal4:SustainanIntentionalandInclusiveOrganization 24

THESTRATEGICPLANNINGPROCESSANDSTAKEHOLDERGROUPS 27

STRATEGICPLANNINGCOMMITTEE 29

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MESSAGEFROMTHEUNIVERSITYLIBRARIANANDPRESSDIRECTOR

ThestrategicplanofOregonStateUniversityLibrariesandPressarticulateshowwewillmakeessentialcontributionstoOregonStateUniversity’sdrivetobeatoptenlandgrantinstitution.AsOSUadvancestowarditsgoal,theUniversitywillpursueseveralstrategicinitiativesheldincommonwithitsaspirationalpeers:

enhancethequalityoftheteachingandlearningenvironmentsograduatescanhelpsolvethedynamicissuesfacingtheworldtodayandtomorrow;

increaseachievementsinresearch,scholarship,andcreativeexpression;and pursueglobalvisibilitytoenhanceOSU’Sinternationalreputationwhile

reachingoutandengagingwiththecitizensofthestateandbeyond.

Theagility,resourcefulness,andpioneeringspiritoftheOSULibrariesandPresshavepreparedustobeanintegralpartoftheUniversity’sachievementoftheseinitiatives.Weexpecttobuilduponourpastachievements‐‐boldsuccessesatmigratinglibraryresourcesaggressivelytoelectronicformats,establishingourselvesastheprincipalcontentproviderforOSUfacultyandstudents,andleadingourpeersinthepursuitofdigitallibraryinitiatives.TheOSUValleyLibraryisalreadyrecognizedasamajordestinationfortheOSUCorvalliscommunity,especiallyundergraduatestudents.WehavebeenastrongpartnerinmovingtheUniversity’steachingmissionforwardwhilewepursuedinnovativedirectionsinourowninstructionprogram.OurdigitalpublishingandcurationactivitieshaveexpandedaccesstotheUniversity’sintellectualoutput,Oregon’smulticulturalhistory,anduniqueresourcesinthehistoryofscience.TheLibrariesandPresshavecreatedandpromotedscholarshipaboutthehistory,culture,andnaturalresourcesofthestateofOregonandthePacificNorthwest.WhileOSULibrariesandPresshavebeenbold,thisstrategicplancallsuponustobebolder.Thisfive‐yearplanestablishesfourbroadgoalsfortheLibrariesandPresstoundertakeinoursupportoftheUniversity’sstrategicgoals.AchievingthesefourgoalswillpositionOSULibrariesandPressasamodelforotherresearchlibrariesandpressestoemulate:

WewillheightenthelearningexperienceofOSUstudentsthroughthetransformationofourphysicalandvirtualspaces.Toaccomplishthistransformationwewillintegrateandpromoteourcontentintheenvironmentswhereuserswork,interact,andseekleisure.

Wewillestablishourselvesasauniquecontributortotheacademicsuccess

ofOSUstudents.ThecreativeandpurposefuldesignoftheLibraries’ownteachingandengagementprogramandthepursuitoffocusedresearchbyOSUlibraryfacultywillhighlightourexpertiseintopicssuchasinformation

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literacy,informationmanagementandorganization,scholarlycommunication,anddatamanagementplanning.

WewilladdressthecriticalneedtopromoteOSU”sscholarlyandresearch

accomplishmentstothecitizensofOregonaswellasthelargerscholarlycommunity.Wewillaccomplishthisthroughthedevelopmentofinnovativeservicesandtoolsaswellasbestpractices.Theseeffortswillassistscholarsastheycreate,display,discover,use,preserve,andcommunicateknowledge,information,anddata.Throughthelibraryfaculty’sfocusedresearchagenda,wewillplayasignificantroleinadvancingthescholarshipoflibraryandinformationscience.

Wewillcontinuetouseinputgatheredthroughourstakeholders’active

participationinthisplan’sdevelopmenttoguideus.ByactivelyengagingwithOSUstudents,faculty,andsupporterswewillensurethatourstrategicdirectionsmatchtheirevolvingneedsandexpectations.Wewillassessourperformanceregularlytodemonstratethevalueofourservices,collections,andpersonnel.

ThefuturepromisesbothanexcitingandachallengingtimeforresearchlibrariesanduniversitypresseslikeOSULibrariesandPress.Meetingthechallengesofthefuturecallsuponthestrategicdeploymentofresources,themostimportantbeingfocusedplacementanddevelopmentofthestaffandfacultyofOSULibrariesandPress.ItalsorequiresthecultivationandstewardshipofnewandongoingsupportersanddonorswhoshareourvisionfortheLibrariesandPress.Mostimportantly,oursuccessdemandsongoingengagementandcommunicationwiththeOSUcampus.Thisaudaciousstrategicplanfor2012‐17representstheinitialstepinreachingthepromiseofthatengagement.Iencourageyoutojoinusintheplan’slaunchandpartnerwithustoreachitssuccessfulimplementation.FayeA.ChadwellDonaldandDelphaCampbellUniversityLibrarianandOSUPressDirector

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EXECUTIVESUMMARY

ThedevelopmentoftheOSULibrariesandPressStrategicPlancomesatatimeofextraordinarytransformationforacademiclibrariesanduniversitypresses.Wefacefundamentalchangesinhighereducation,informationtechnology,studentandfacultydemographics,andscholarlycommunication.Evolvingapproachestoteachingandlearningarereshapingthewayweapproachthedesignofspaceinourfacilities.Theseapproachesrequire—andstudentsexpect—theabilitytoexplore,examine,andstudycollaboratively.Weareinthemidstofarevolutionthatisalteringhowinformationcanbeaccessedandlinkedtogether.ResearchersarelookingtoOSULibrariesandPresstotaketheleadinmovingthecampusforwardintoanewworldofopenscience,opendata,andopenpublications.Innovativecoursedeliveryoptions,OpenAccesspublishing,newconsumertechnologyproducts,availabilityofcontentoutsidetraditionallibraryboundaries,anddatamanagementmandatesbygrantfundingagenciesalsodemandshiftsinthewaylibraries,presses,anduniversitiesfunction.Forthosereasons,theOSULibrariesandPressStrategicPlanestablishesanambitiouspaceoverthenextfiveyears.Atthecore,weremaincommittedtoflexibility,innovationandresourcefulness.Inaddition,wewillmeasurethequalityofourprogramsandservicesfocusingonourimpactonstudentlearningandengagement,andfacultyproductivity.WeenvisionbeingatthecenterofintellectualengagementandscholarshipatOSU,whilehelpingtheUniversityachieveitsgoalofbecomingatoptenlandgrantinstitution.Alwaysaforward‐thinkingorganization,OSULibrariesandPresswillshapeourfuturearoundourstrengthsandvalues.Wewillembraceourreputationforexperimentation,builduponouressentialservicesandprograms,andmaintainastronguser‐centeredorientation.Ourplanrecognizestheengineofoursuccess:ourworld‐classfacultyandstaff,andthesignificantroletheywillplayinshapingourfuture.Infocusgroupsandconversations,ourcampusandcommunitystakeholderstoldusthattheyrecognizeandappreciateourcoresuccesses:

acquiring,organizing,andpreservinglibraryresourcesthatsupportresearchandinstruction;

teachingstudentstofindaswellasevaluateinformation; contributingtothedevelopmentofnewknowledge,especiallyknowledge

focusedonthePacificNorthwest;and developingprogramsandservicesthatimpactnotonlythecampus,butalso

thestateofOregonandbeyond.

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Ourstakeholdersalsochallengedustocreateinspiredspacesforlearningandengagement,offereasy‐to‐finddigitalresources,andprovideexpertguidanceindatamanagementandnewpublishingmodels.TheymadeitclearthattheOSULibrariesandPresscanalwaysimprovehowwetellourstory,promoteourresourcesandservices,andexpanduponthesupportwereceivefromlibraryandpresssupporters.WemustalsochallengeourselvestodemonstrateoursuccessatadvancingtheUniversity’sambitionsasarticulatedinitsstrategicinitiativesto:

createsignatureprogramsthatadvancethescienceofsustainableearthecosystems,improvehumanhealthandwellness,andpromoteeconomicgrowthandsocialprogress;

provideanexcellentteachingandlearningenvironment,andachievestudentaccess,persistence,andsuccessthroughgraduation;and

substantiallyincreaserevenuesresultingfromprivatefundraising,partnerships,researchgrants,andtechnologytransfers.

TheOSULibrariesandPresslistenedtostakeholdersandacknowledgedthechallenges.Byenactingthisstrategicplan,weseektofurtheralignourselveswiththeUniversity’sstrategicinitiatives.However,wemustremainagileenoughtorespondtonewuniversityinitiativesthatwillemergeoverthenextfiveyears.Weintendtodiscoverinnovativesolutionstothemajorregional,national,andglobaltrendsfacingOregonStateUniversityandthestateofOregon.Ourplanalsoaddressestheprincipalstrategicissuesfacingthelibraryandpresscommunityasawhole.Itacknowledgestheimportantareaswherewemustgrowasanorganizationintermsofresources,staffexpertise,andcollaboration.Inthenextfiveyears,OSULibrariesandPresswilldirecteffortsacrossfourkeyareas:

1. Wewillsupportanexceptionallearningandresearchenvironmentinourphysicalandvirtualspaces.ThisenvironmentwillenableresearchandlearningtothriveatOSUasstudentsandfacultymeettodiscovercontent,exchangeideas,andbuildcommunity.

2. WewilldevelopadistinctivelibrarylearningandengagementprogramthataddsvaluetoanOSUstudent’seducationalexperience.Ourlearningandengagementprogramwilloptimizestudentlearningandsuccess.

3. Notonlywillweadvancethecreationanddisseminationofknowledgethroughourowncontributionstoscholarshipandpublishing,wewillleadchangesintheglobalscholarlyenvironmentthroughinnovationandadvocacy.Ourresourceswillbegloballyaccessibleandresponsiblymanaged.Wewillbecriticaltothesuccessofresearchers,whethertheyarefaculty,graduate,orundergraduatestudents.

4. Wewillleveragethetremendouspotentialthatalreadyexistsamongourstaffandfacultywhileinvestingintheirongoingprofessionaldevelopment.A

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heightenedfocusonstaffwillincreaseourorganizationalcapacityforcreativity,collaboration,adaptabilityandproductivity,aswellasenhanceeffortstomeetemergingneeds.

Ourcoremissionframeseveryaspectoftheplan:Tocultivatesuperiorscholarshipandcreativity,empowerdiscovery,andpreserveanddisseminateknowledge.Withthisplan,weacknowledgeafuturethatwillredefineacademiclibrariesanduniversitypresses,aswellashighereducation.Asthosenewdefinitionsevolve,weareinspiredtobuildonouroutstandingrecordofsuccess.Weareemboldenedtoestablishourselvesasafront‐runneramongresearchlibrariesanduniversitypresses.

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MISSIONSTATEMENT

TheOSULibrariesandPresscultivatesuperiorscholarshipandcreativity,empowerdiscovery,andpreserveanddisseminateknowledge.Wedevelopuser‐focusedservices,shareourexpertisethroughteachingandresearch,andbuildgatewaystouniqueresourcestofurtherthegrowthoftheUniversity,thepeopleofOregon,andtheglobalscholarlycommunity.WeadvanceOSU’slandgrantmissionbycontributingtolearnersuccess,scholarlyexcellence,andcommunityengagement.

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VISION

TheOSULibrariesandPresswillbeatthecenterofintellectualengagementandscholarshipatOregonStateUniversity.Students,faculty,staff,alumni,andthepeopleofOregonwillhighlyvalueourresearch,teaching,andservices.Oursolutionstotheevolvingchallengesofhighereducationandscholarlycommunicationwillserveasamodelofinnovationforacademiclibrariesanduniversitypresses.

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COREVALUES

Inengagingwithourcommunityandworkingwithourpartners,weareguidedbythesevalues:Access:Weendorseandadvocatetheopenexchangeofinformation.

Civility:Wecreatesafeenvironmentsfordiscoursewithinourcommunity.

Collaboration:Weactivelyseekoutpartnershipsandshareourexpertise.

Diversity:Werecognize,promote,andvaluethedifferenceswithinourorganizationandcommunity.

Innovation:Weimproveandadaptbyvaluingrisk‐takingandintellectualdiscovery.

Preservation:Wesafeguardknowledgeandthehistoricrecordforourcommunity.

Service:Wearepassionateandintentionalabouthelpingothers.

Sustainability:Wearetrustedstewardsofourresources.

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ENVIRONMENTALCONTEXTOFSTRATEGICPLAN

ExternalAssessment

Fivekeyissueshavethegreatestimpactonhowweworkandhavedefinedourfocusforthisstrategicplan.

ChangingFaceofEducation

Thefast‐pacedevolutionofK‐20teachingandlearningmodels,therisinginfluenceoftechnology,andtheinternationalizationofhighereducationarechangingthefaceofcollegecampusesandstudentpopulations.Theseforcesarecreatingchallengesandopportunitiesforeveryone,especiallyfirst‐generationstudents,studentsfromdifferingeducationalbackgrounds,andinternationalstudents.Wewillleverageouruniqueexpertisetoservethesevariedstudentpopulationstoensurecollegepreparednessandacademicsuccess.

UniversityandLibraryTrends

Academiclibrariesarecommittedtoprovidingservicesandresourcesinanever‐changingeconomicandacademicenvironment.Inordertomeetthischallenge,librariesareemphasizingtheiruniquecollections,patron‐drivenacquisition,datamanagement,onlineinstitutionalrepositories,andOpenAccessinitiatives.

TechnologyUbiquity

Meetingpatronandresearchertechnologyexpectationswillrequirenewapproachestodesigningvirtualandmobilespaces,protectingprivacyandcopyrights,andensuringinformationaccess.WemustplayaleadershiproleinadvocatingforOpenAccess,embracingandexperimentingwithnewtechnologies,andeffectivelyapplyingtechnologyinahighereducationcontext.

DemonstratingValue

Risingcollegeeducationcostsdemandgreateraccountability.WemustarticulateanddemonstratethevalueandimpactoftheOSULibrariesandPressforstudentsandfaculty,aswellasforalumni,parents,andotherstakeholders.

ScholarlyCommunicationandPublishing

Publishingbusinessmodelscontinuetoevolveinhowbesttodistributecontent,generaterevenue,andprovideaccesstoinformation.Thisimpactslibrarypurchasingpower,effectivecontentacquisition,andthelicensingofrequiredresources.TheOSULibrariesandPressischallengedtocompeteandinnovatewithinthismarketplace.

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OSULibrariesandPressInternalAssessment

STRENGTHS

OurPeople

OSULibrariesandPresshavecreatedaservice‐orientedculture,workingcollaborativelybothwithinandoutsidetheinstitution.OSULibrariesandPressfacultyandstaffthrivewithinachangingenvironment.Wehavethefreedomtodevelopuniquepartnershipsandworkfearlesslyunderaleadershipmodelthatencouragescreativityandrisktaking.Wehavedevelopedrelationshipsacrosscampusandwithstateagencies,otherlibraries,consortia,andOregontribestoshareknowledgeandprovideservicesthatextendbeyondtheOregonStateUniversitycommunity.OurfocusoncollaborationensuresOSULibrariesandPresswillsuccessfullyserveourmissioninaknowledge‐basedeconomy.

OurPlaces

Ourcollaborativelearningspacesandlibraryresourcesarekeyassetsinattractingnewstudentsandsupportingthelong‐termsuccessandretentionofstudents,faculty,andotherpatrons.

SUCCESSES

TheOSULibrariesandPresshavecultivatedareputationforbeingwillinginnovators.Withworld‐classresearchers,wetakerisksandthinkbig,positioningourselvestobeourusercommunity’sintellectualtouchstone.Webuildbridges,createknowledge,andbreakdownwallstocreateasafeandinclusivespaceforlearning.

EngagedInteractions

OSULibrariesandPressaresuccessfulwhenourfacultyandstaffinteractwithourusercommunities.Eitherone‐on‐oneorthroughthedevelopmentofinteractivepersonalservices,wechangeliveswhenweplayanactiveroleinourcommunity.

Student‐CenteredFocus

OSULibrariesandPressaresuccessfulwhenweworkwithourusersandrespondtotheirneeds.Asthesizeanddiversityofourusercommunityevolves,wewillcontinuetoworkwithandlistentoourpatronstoensurewecontinuetomeettheirevolvingneeds.

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ResearchStewardship

BecauseOregonStateUniversityisalandgrantinstitution,theOSULibrariesandPresshaveauniqueresponsibilitytodisseminateresearchandinformationtothepeopleofOregonandtoworkwithotherculturalheritagecentersstatewidetoenablelearningforallOregonians.

CollectionsofDistinction

FromdigitalcollectionshighlightingLinusPaulingtoourinstitutionalrepository,OSULibrariesandPress’digitaleffortsshowcasethosecollectionsandresourcesuniquetoOregonStateUniversity.Additionally,astheonlyuniversitypressinOregon,theOSUPresssupportsthecontinuedintellectual,culturalandsocialdevelopmentofOregonandtheWest.

CHALLENGES

WhiletheOSULibrariesandPresshaveanumberofstrengthsinkeyareas,therearesubstantialopportunitiesforimprovementaswell.

ExpandingtheFocusofDiscovery

AsOSULibrariesandPressmoveforward,weareexpandingthedefinitionofdiscoverytoincludehighlightinglocalcollections,morecloselyintegratinginterlibraryloanandacquisitionsprocesses,providingcomprehensivedatadiscoveryservices,andofferingamoreholisticsearchthatcanreturncontextualanswerstoawiderangeofquestionsaboutOSULibrariesandPressresources.

ProvidingInputIntotheCurriculumWewillworkacrosscampustocreateaninstructionprogramthatensuresstudentsdevelopthetoolstobesuccessfulatOregonStateUniversityandinaknowledge‐basedeconomy.

EmphasizingtheFacultyLibrarianScholar

Sharingourexpertiseinorganizing,curating,anddisseminatinginformation—especiallyinthistimeofchangingmodesofscholarlycommunicationandswiftincreasesinthevolumeofinformationavailable—isacriticalareaofimprovementwhereOSULibrariesandPressfacultycanbepartnersintheresearchenterprise.

TellingOurStory

Wemuststrengthenourconnectionswithoutsidestakeholders.Tobesuccessful,OSULibrariesandPresswillcontinueexplainingtheimpactthatwehaveon

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researchandeducationacrossOregon,andbeyond,tocampusstakeholders,donorsandgrantingagencies.

NEEDS

SeveralfactorswillcontinuetochallengetheOSULibrariesandPressintothefuture.

ChangingSkillSets

Changesintheinformationlandscapeandthelibrary’sroleoncampusrequirenewtrainingandexpertiseaswetransitiontodigital‐basedservicesandenvironments.Wemustalsostrengthenourroleasaninformationproducerandpublisher.

TransitioningInfrastructure

AsOSULibrariesandPressadvanceourdigitalmission,astronginformationtechnologyinfrastructurewillremainvitalformaintainingthelibrary’sroleashistorianandrecord‐keeper,aswellasfordevelopingnewmethodsofaccesstodigitalcollections.

LettingGoofthePast

Newtechnologiesarechangingthewayinwhichlibrariesdeliverinformation,supportresearch,andcurateandpreservecollections.OSULibrariesandPressfacultyhaveatraditionofdevelopinginnovativeprogramstosupportthelearningandresearchprocess.However,wemustbewillingtoreallocateresourceswhenaprogrambecomesunnecessaryorobsolete.Forthelibrarytoremainnimble,wemustshiftgearswhennecessary.

AdjustingtoChangesinFundingforHigherEducation

WhileitwouldbenaïvetoignoretherolethateconomicpressureshavehadonOSULibrariesandPress,simplypointingthemoutisnotenough.OSULibrariesandPressmustrespondbycultivatingnewfundingopportunities.Wehaveidentifiedthreechallengestoovercome:

1. DedicatedStaffTimeforFundraising2. StrengtheningandCultivatingSupportfromExistingPartners3. IdentifyingPotentialPositionsforEndowment

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STRATEGICISSUES

CompetitiveResearchEnvironment

Inahighlycompetitivefundingenvironment,researchersmusthavetimelyaccesstoinformationtocompeteforresearchandgrantfunding.Thelibraryhastorespondtotheirneedsinawaythatmakeseffectiveuseofourservicesandresourcesthroughouttheresearch,writing,publishing,andpreservationprocesses.Researcherswilluseourexpertisetoaddresschangesinthegrantapplicationprocess.TechnologyLandscape

Complexitieswithsupportingmultipleplatformsforpatroninteraction,mobiledevices,e‐books,andmovementfromprinttodigitalresourcesallofferuniquestaffingandfundingchallengesthatlibrariesmustmeettoremainviable.Asmorestudentsuselibrariesvirtually,OSULibrariesandPressmustdevelopandsustaineffectiveserviceandresourcedeliverysystems.EvolvingStudentDemographics

Changingstudentdemographicsaffectservicedelivery,collectiondevelopment,learningneeds,anduseofresources.AgrowingnumberofstudentsrepresentingbroaderagerangesanddemonstratingincreasingdiversitymeansthatOSULibrariesandPressmustrespondbydevelopingnewandexpandedservices,resources,andapproachestoteaching.NewPublishingParadigms

TheOSUPresshasa50‐yeartraditionofpublishingscholarshipofandaboutthePacificNorthwest.Whileitsscopehasallowedthepresstoprosperinanincreasinglyvolatilepublishingmarket,wemustfindabalancebetweentraditionalandnewparadigmsinpublishing.GrowthofOpenAccess

OSULibrariesandPresshavetakenaleadershiproleineducatingtheUniversitycommunityaboutOpenAccessissues.Inthelongterm,thegrowthofOpenAccesswillaffectthecostsofprovidingresearcherswithaccesstowhattheyneed.

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DemandsonSpace

Evolvingmodelsofteaching,learning,andresearchrequireflexiblespacesandourusers’successdependsonaccessandavailabilityofthesespaces.AstheOregonStateUniversitypopulationgrows,morespaceandresourceswillbeneededforindividualandgroupworkwithintheValley,GuinandOSU‐Cascadeslibraries.Continuingtomovefromprinttodigitalresourceswillopenupphysicalspacetoaccommodateincreasedemphasisoncollaborativelearning.NeedforDiversifiedFunding

Fundingcontinuestobeahighpriorityinhighereducation.OSULibrariesandPressmustactivelydiversifyourrevenuestreambyincreasingprivateandgrantfundingresources.TellingOurStory

AsOSULibrariesandPressevolve,wemustcommunicatethesechangestopatronsandstakeholdersanddemonstrateourvaluetotheUniversity.OSULibrariesandPressneedtomorebroadlyconveyourimpactonteaching,research,andcommunityengagement.WorkforceExcellence

AstherolesofOSULibrariesandPressfacultyandstaffchange,innovationandengagementmustbesupportedtosustainacohesivecultureofexcellence.Wecanachievethisthroughcareerworkforceopportunitiesanddepartmentalcross‐training.

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GOAL1:REIMAGINETHELEARNINGANDSERVICEENVIRONMENT

OSULibrariesandPresswillreimagineandimplementdynamicphysicalandvirtualspacestorespondtodemandandevolvingapproachestoteachingandlearning,scholarship,andprofessionaldevelopment.Wewillcontinuetocultivateaninnovativeenvironmentoflearningandengagementthatempowersstudentsandfaculty.Respondingtostudentneedsformorecollaborativespace,theValleyLibrarymadesignificantfacilitychangesinimplementingourpreviousstrategicplan,includingcreatingadynamicLearningCommons.On‐sitelibraryusehassoaredwithgatecountsincreasing24percentbetweenAY2008‐09andAY2011‐12,anddemandforadditionalspaceforcollaborativeandindividualstudyhascontinuedtorise.Asuniversityenrollmentcontinuestogrow,weanticipatespaceneedsforstudentswillbecomecritical.Overthepastfiveyears,wehavecontinuedtomovefromprinttodigitalandnearly80percentofcurrentexpendituresareforelectronicresources.Thisrapidchangeininformationformatcreatestheopportunitytoreimagineourspacesandcreateafacilitythatisonthecuttingedge.Wehavealsowitnesseddramaticincreasesintheuseofourvirtualenvironmentandmustincreaseourcapacitytorespondtotheneedsoflearnersandresearchersanytime,anywhere.CoreValues:

Access Civility Service

StrategicIssues:

TechnologyLandscape EvolvingStudentDemographics DemandsonSpace CompetitiveResearchEnvironment

Strategies3. Strategies

1.1.Simplifythelibraryexperience.

a. Completetheco‐locationofservicedesksintheValleyLibrary.b. Redesigncoursereserves.

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c. ImplementupdatedmapsandothernavigationalsystemsfortheValleyLibrary,includingseatfinding.

d. ImplementtechnologytoenablestudentstofindpeerswithintheValleylibraryeasily.

1.2.Buildadiscoveryexperiencethatdeliverscontentimmediatelyandestablishesthesubjectordiscipline‐specificcontextsforinformation.

a. Pursueprojectstoprovidegreaterstudentaccesstoelectronictextbooks.b. Fullyimplementpurchase‐on‐demand(POD)andpatron‐driven

acquisitions(PDA).c. ImplementPrimoasareplacementfor1Search,theexistingunified

searchtoolforalllibraryresources.d. Realizestaffefficienciesandimprovementsinaccesstoresourcesasa

resultofmigrationtoasharedILSwithintheOrbisCascadeAlliance.

1.3.Redesignphysicalspace.

a. Encourageconversationswithfacultyandstaffacrosscampusregardingchangingapproachestocollectionstocreateflexibilityinphysicalenvironmentplanning.

b. RedesigntheValleyLibrarythird‐floordocuments,microforms,andmapsareas.

c. RedesigntheValleyLibraryfifth‐floorSpecialCollectionsandArchivesResearchCenterspacetoenableintensiveinteractionwiththelibrary’suniquespecialcollections.

d. CreatespecificstudyareastosupportlearningcommunitieswithintheValleyLibrary.

e. RenovatetheGuinLibrarytoenhancemeeting,office,andcollaborativeworkspaces.

f. PartnerwithOSU‐Cascadesfaculty,administration,andstudentstoidentifyandaddresslibraryspaceneedsattheCascadescampus.

1.4.Supportcommunityandlearninginvirtualspaces.

a. IncreasetheaccessibilityofSpecialCollectionsandArchivesResearchCentervirtualcollections.

b. ImplementtheResearcher’sToolbox,afocusedWebapplicationthatprovidesuserswithdiscipline‐specificcontextwithinfindingaidsandimprovestheaccessibilityofourdigitizedarchivalcollections.

c. Developanalumniportaltosupportlifelonglearningandcareerdevelopment.

d. DeveloponlineenvironmentstosupportEcampususersandthecommunitiesservedbyOSUExtensionService.

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1.5.Createaforumthatwelcomesandengagesallcommunities.

a. ImprovetheusabilityoftheValleyLibraryrotundaforlibraryevents.b. ImplementroutineOregonStatePresseventsintheValleyLibrary.c. Usethelibrary’sphysicalandvirtualspacestocreativelyshowcase

resourcesofinteresttotargetaudiences,includingnewfaculty,newstudents,studentadvisers,andmentors.

d. Developannualreadingprograms.

MeasuresofSuccess:

PeriodicallyduringAY2012‐2017:Patronsatisfactionsurveys,userexperiencestudies,andassessmentmeasuresreflectapositiveuserexperienceinlocatingandaccessinginformation.Assessmentmeasurespinpointsuccessesatdevelopingdiscoveryplatformsandportalsthatconnectuserstocontentinmeaningfulorrelevantways.

AnnuallybetweenAY2012and2017:Thenumberofco‐sponsoredcommunityeventsheldinlibraryfacilitiesincreasesby5percenteachyear.Participantfeedbackindicatesthatthespaceandprogramsmeetcommunityneeds.

ByAY2014:Establishingamasterspaceplanassistsincreatingandmaintaininglibraryspaces(i.e.,5thflooroftheValleyLibrary)thattransformtheenvironmentswhereusersandstaffworkandinteract.

ByAY2017:TheamountofspacedevotedtoindividualandcollaborativestudyintheValleyLibraryincreasesfrom17to25percentofthetotalbuildingspace.

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GOAL2:ENRICHACADEMICIMPACTANDEDUCATIONALPROSPERITY

OSULibrariesandPresswilldeliveraspecializededucationalexperiencefocusedoninformationliteracy,theresearchprocess,andcompetencyusingtoolsfordoingresearch.TheeducationalexperiencewillcontributetothegrowthandeducationalprosperityofOregonStateUniversitystudents.Wewillaccomplishthisbymaintainingarigorousfocusonacademicexcellenceandoverallstudentsuccess.ByprovidingenhancededucationalopportunitiesshapedbytheUniversity’slearninggoalsandstudents’readiness,experiences,andaspirations,wewillpreparestudentstoassumeameaningfulroleintheglobalcommunity.

Theevolvingfaceofstudentandfacultypopulations,thestaggeringchangestoeducationaldeliverymodels,thegrowingneedtobridgelearninggapsofincomingstudentpopulations,andthefundamentaldemandforinformationliteracyexertsnewpressuresondeliveryofhighereducation.ToprepareOregonStateUniversitystudentsforacademicandworkplacesuccess,wewillprovideeducationalofferingsthatimprovecriticalthinking,scholarlycommunication,datamanagement,andengagementwiththeresearchenterprise—skillsthatarecriticaltostudentsuccess.Wewillembedourselvesintothecurriculumandinitiateuniversity‐wideconversationsaboutthefutureoflearning,contributingtoamorerobustlearningenvironmentacrosscampus.

CoreValues

Access Service Diversity Collaboration Innovation

StrategicIssues

TechnologyLandscape EvolvingStudentDemographics

Strategies4. STRATEGIES

2.1.Developnewcurricularofferingsthatexpandoureducationalimpact.

a. SecureaLibraryandInformationStudies(LIS)designationinthecoursecatalog,whichwillletlibraryfacultyfullyparticipateintheUniversity’seducationalmission.

b. CollaboratewithEcampus,theUniversityHonorsCollege,andotheracademicunitstooffercoursesthathaveapositiveimpactonstudentsuccessandstudents’long‐termpursuitofknowledgeforpersonalorprofessionalreasons.

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c. Applylibraryfacultyresearchandexpertisetoinform,assess,andpromoteoureducationalimpact.

d. Expandworkshopandinstructioneffortsintonewareasrelatedtotheresearchprocess,datamanagement,andscholarlycommunication.

2.2.DeliverexperientiallearningopportunitiesinconjunctionwiththeUniversity’slearninggoals.

a. BuildanOSULibrariesandPressexperientiallearningandinternshipprogramforbothgraduateandundergraduatestudents.

b. Developtoolsthatmeasureexperientiallearningoutcomes.

2.3.InitiatecampusconversationstoembedourexpertiseacrosstheUniversity’scurriculumandenrichOSU’seducationalmissionandthestudentexperience.

a. Designanddevelopactivitiestostimulateconversationandactiononemergingtopicssuchasthefutureoftheundergraduateresearchpaper,datamanagement,andcompetency‐basededucationinhighereducation.

b. CreateincentivesforOregonStateUniversityfacultyandgraduatestudentstorestructurecurrentcourses,assignments,andinstructionalmaterialstomorefullyintegratelibraryandinformationscience(LIS)content.

c. Leadtaskforcesandcommitteesdrivingcampus‐wideinitiativesrelatedtotheUniversity’seducationalmission.

d. Increaselibraryfacultyparticipationongraduatestudentcommittees,thesiscommittees,andothereducationalserviceopportunities.

2.4.Targetspecificstudentpopulationsanduniversityperformanceoutcomeswherewewillhavethegreatestimpact.

a. Strengthenrelationshipswithcampusstakeholdersaroundtargetedstudentpopulationsandcampuseducationoutcomes.

b. Developperformanceassessmentdashboardsthatindicateongoingimpact.

c. Reachouttointernationalpartners,students,andcampusorganizationstoreducebarrierstolearningandaccess.

MeasuresofSuccess:

ByAY2014‐AY2017:TheLibraries’educationalprogramsexpandtomeettheuniqueneedsofOSU’sincreasinglydiversestudentpopulation.

ByAY2014:Increasedexperientiallearningopportunitieshaveameasurableimpactonstudents’persistenceandsuccessatOSUandaftergraduation.

ByAY2015:OSUstudents,faculty,andadministratorsatOSUacknowledgetheeducationalimpactoftheLibraries’instructionalprogram,especiallyindistinctiveareassuchasscholarlycommunication,informationliteracy,anddatamanagement.FeedbackindicatesthattheLibraries'coursesandworkshopsare

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effectiveinpreparingstudentstouseinformationtosolveproblemsandmakedecisions.

ByAY2016:For‐creditcoursesofferedbyOSULibrariesandPressandincollaborationwithotherunitsincreaseinnumberandscope.

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GOAL3:PLAYAFUNDAMENTALROLEINKNOWLEDGECREATIONANDDISSEMINATION

OSULibrariesandPresswillactasapartnerandadviser,usingourexperienceandresourcestotransformscholarlycommunicationwithintheUniversity.WewillworkwithourcommunitiestopromoteOpenAccesstoscholarlycommunicationandshiftourfocusfrombeinggatekeepersofinformationtobeingcollaboratorsinthecreationanddisseminationprocess.

Asatrustedrepository,wewillcuratetheintellectualoutputoftheOregonStateUniversitycommunity,workingwithothercampusunitstoprovidethetoolsandinfrastructurenecessarytosupporttheentirelifecycleofthatdataincludingselection,certification,maintenance,preservation,discovery,andlong‐termaccess.OurdigitalpublishingandOpenAccessinitiativeswillexplorenewmodesofknowledgedisseminationtoenhanceacademicdiscoursebyremovingbarriersrelatedtoaccessandcost.Theresearchoflibraryfacultywillinformthisprocessbyinvestigatingnewscholarlycommunicationmodels,creatinginnovativetoolsandservices,andmeasuringoureffectiveness.

CoreValues:

Access Collaboration Preservation Innovation Sustainability

StrategicIssues:

NewPublishingParadigms GrowthofOpenAccess CompetitiveResearchEnvironment TechnologyLandscape

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Strategies

3.1.Partnerwithresearcherstooptimizeeffectivenessandvisibilityofscholarship.

a. Increasedatamanagementactivitiesandoutreach.b. Developnewmetrics,methods,andtoolsformeasuringandtrackingthe

impactofscholarship.c. Championtheadoptionofauniversity‐wideOpenAccesspolicy.d. PromoteOpenAccessinthefacultytenureprocess.e. EducateandprovideassistancetotheOSUcommunityaboutfederaland

stateagencyrequirementsandlegislationpertainingtoOAandrelatedscholarlycommunicationissues.

3.2.Accelerateandsupportresearchbylibraryfaculty.

a. Articulateandshowcasetheresearchinterestsandexpertiseofindividuallibraryfacultymemberstofacilitateinternalandexternalresearchcollaborations.

b. Pursuegrantsforlibraryresearchprojects.c. Identifysignatureresearchareasthatbuildonlibraryfacultyexpertise.d. Provideresearchinfrastructureandfundingopportunitiestostrengthen

libraryfacultyresearchactivity.

3.3.Developknowledgecreationanddisseminationopportunities.

a. LeadtheOregonStateUniversitycommunityindevelopingnewOpenAccesspublishingopportunitiesthattakeadvantageofthedynamicnatureofthemediumandredefinethenotionofscholarlyoutput.

b. WorkwithOregonStateUniversityfacultytodevelopopeneducationalresourcessuchasOpenAccesstextbooks.

c. ExperimentwithnewdeliverymodelsforOSUPresspublications.d. PromoteuseoftheLibraries’uniquecollectionsassourcesforknowledge

creation.e. Partnerwithinterestedcampusgroupstorecordanddisseminatethe

historyofOregonStateUniversity.

3.4.Pursueneweconomicmodelsrelatedtoscholarlypublicationandsupportforuniversitysignatureareas.

a. Identifyandadvancealternativepublishingmodelsandfundingfordigitalpublishing.

b. Developadditionalfundingsourcestosupportsignaturecollections.c. Advocateforfacultytoengageinnewpublishingmodels.

3.5.Createarobustandflexibledigitalpreservationandcurationinfrastructure.

a. Createalong‐termpreservationsystemforuniversityscholarshipanddigitalcollectionsdevelopedandcuratedbyOSULibrariesandPress.

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b. Identify,prioritize,andpreservethecollectionsofdistinguishedscholarswithintheOregonStateUniversitycommunity.

c. PartnerwithothercampusgroupsresponsiblefortheUniversity’sacademiccomputinginfrastructuretobuildandsupportresearchdatastorageandmanagementsolutions.

MeasuresofSuccess

ByAY2015:Along‐termdigitalpreservationsystemistestedandestablished,enablingthecurationofcollectionsdevelopedandmaintainedbyOSULibrariesandPress.

BYAY2015:ScholarsArchive@OSUisthedefactorepositoryforscholarship,educationalresourcesandappropriatedataproducedatOSU.

ByAY2016:Focusedeffortstosupportandhighlightlibraryfacultyresearchheightensoverallproductivity,visibility,andscholarlyimpact.

ByAY2016:Ouradvocacy,innovation,andeducationaleffortsleadtochangesinthecreation,dissemination,andpublishingofresearchandscholarshipatOSU.Asaresult,researchersandscholarsadoptmoreopenaccesspublishinganddisseminationstrategies.

ByAY2017:AllnewOSUPresspublicationsareavailableinprintande‐bookformatstoextendaccesstosignificantscholarship,especiallydistinctiveworksaboutOregonandtheWest.

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GOAL4:SUSTAINANINTENTIONALANDINCLUSIVEORGANIZATION

Withcommunitiesofusersthatareconstantlyevolvinganddiversifying,OSULibrariesandPresswillstrivetoreflectourusers’diversitywhilebuildingacultureofexcellenceandcivility.

Wewillrespondtoourstakeholders’needs,prepareourselvesfornewrolesandbeaccountabletothosewhosupportus.Wewillrigorouslygather,analyze,andsynthesizeevidenceaboutwhatwedoandwhatourusersdoandusethatevidencetomakecleardecisionsandconfidentlytellourstory.Wewillcommunicateinternallyandexternally:whyandhowwecollectevidence,howweuseittoinformdecisions,andwhatitshowsaboutourimpact.Thisintentionalprocesswillallowustosustainaculturethatistransparent,respectful,innovative,andinclusive.

CoreValues

Civility Service Diversity Collaboration Sustainability

StrategicIssues

WorkforceExcellence TellingOurStory ChangingDemographics

Strategies5. STRATEGIES

4.1.BuildcapacityacrosstheOSULibrariesandPress.

a. Supportandacknowledgeprofessionaldevelopmentactivities,includingshort‐termdevelopmentalopportunitiesandskillbuildingwithpractice.

b. Developskillsincollecting,analyzing,andusingevidenceinmeaningfulways.

c. Practiceandadvocateforcivilitythroughdailyinteractions.d. Identifyandprovidethetoolsneededtogatherevidence,analyzeresults,

andcommunicateourimpact.e. IncreasethediversityoftheOSULibrariesandPressworkforce.f. Createapost‐MLISfellowship.

4.2.MakeOSULibrariesandPressevidenceaccessibletoourcommunities.

a. Preserveandmakeaccessibleourwhitepapers,professionalreports,andassessmentprojects.

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b. Reviewandrefreshtheevidencewesharetoensureitremainsrelevantanduseful.

c. Usethelibrarywebsitetotransparentlyshareourevidence.d. Developworkflowsthatempoweralllibraryunitstopostmeaningful

dataandinformationabouttheworkwedoanditsimpact.e. Developlibrary‐widepoliciesandprocessestoensureuserdatais

collectedandsharedethicallyandappropriately.

4.3.Intentionallypromoteourservices,resources,andsuccesses.

a. Hireamarketingandcommunicationscoordinator.b. Developacohesivecommunicationsandmarketingplan.c. ConsistentlycommunicateourstoriestotheOregonStateUniversity

communityandbeyond.d. Demonstratetheimpactofourworkwithstudentstocurrentand

potentialdonors.e. Captureandshareourusers’storiestoillustrateourimpactontheir

success.

4.4.Examinetheissues,concerns,andaspirationsofourkeyconstituentsandarticulateourcontributiontothemfromOSULibrariesandPress’uniqueperspectives.

a. UseexistingOregonStateUniversitydatainnewwaystolearnmoreaboutourusers’experiences.

b. Gatherinformationfromourusersabouttheirneedsandexperiencesatbothphysicalandvirtualpointsofuse.

c. AssessourservicesandinstructionbysurveyingrecentalumnitoexplorewhattheyreallyneedtoknowtosucceedbeyondOregonStateUniversity.Takewhatwelearnfromalumnisurveystoadaptandimproveservicestocurrentstudents.

d. Workwithindividuals,programsandunitssupportingOSU’sinternationalizationagenda,includinginternationalstudents,OSUstudentsstudyingabroadandOSUfacultyengagedininternationalresearchinordertoensurethatOSULibrariesandPress’servicesandresourcesreflecttheUniversity’sincreasinglyinternationalscope.

MeasuresofSuccess

ByAY2013‐AY2017:Student,staff,andfacultyemployedintheLibrariesandPressreceivesupportandencouragementtoincreasetheirparticipationinrelevantexternalandinternalworkshopsandconferencesidentifiedasimportantfortheirprofessionaldevelopment.

ByAY2015:Allstaffarepreparedtoidentifyanduserelevantassessmentdatathatisorganizedandreadilyavailable.

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BYAY2015:CoordinatedcommunicationeffortsfurtherawarenessoftheLibrariesandPressvalue,expertise,anduniquecontributionstotheUniversityandexternalstakeholders.

ByAY2016:DonorsupportforstrategicinitiativesoftheLibrariesandPressincreases.

ByAY2016:Directedrecruitmentpracticesandstrategiesdiversifytheapplicantpoolsforstudent,staff,andfacultypositions,leadingtoamorediverseworkforce.

ByAY2017:Consistentandformalmethodsforgatheringandcommunicatingfeedbackandanalyzinguserdataaddtoourunderstandingoftheimpactresourcesandserviceshaveonspecificconstituents.

ByAY2017:NewprogramsdevelopedinpartnershipwithOSU’sDivisionofInternationalProgramspromoteinternationaleducation,research,andengagement.

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THESTRATEGICPLANNINGPROCESSANDSTAKEHOLDERGROUPS

TheOSULibrariesandPressStrategicPlanningCommitteebeganworkingwithconsultantTomDowlinginMay2012.TheStrategicPlanningCommitteewaschargedwithcreatingaplanthatwouldarticulateOSULibrariesandPress’strategicdirectionforthenextfiveyears.Thegroup’smajorobjectivesweretoidentifystrategicissuesandenvironmentalfactorsthatwillimpactresearchlibrariesanduniversitypresses,solicitfeedbackfromadiversegroupofstakeholders,developandembedmeasuresofsuccessforgoalsandstrategies,andalignourstrategieswiththestrategicinitiativesofOregonStateUniversity.OurgoalwastodevelopaplanthatsethighaspirationsforhowOSULibrariesandPresswouldaddressourstrategicissuesaswellassupportOregonStateUniversity’sgoaltobecomeatoptenlandgrantuniversity.

Thecommitteeinformeditselfthroughrelevantliterature,conductedanenvironmentalscantoidentifyissuesandtrendsandassessstrengths,challenges,andopportunities,andengagedwithstakeholderstocontributeinputaboutthestrategicdirectionswemustpursue.BecausestakeholdersarecriticaltoOSULibrariesandPress’long‐termsuccess,thecommitteesoughtinputfrominternalandexternalstakeholdersthroughouttheplanningprocess.Stakeholdergroupsincluded:

Undergraduateandgraduatestudents,OSULibrariesandPressstudentworkersandstudentleadersfrommultipleorganizations,includingAssociatedStudentsofOregonStateUniversity(ASOSU),InternationalStudentsofOregonStateUniversity(ISOSU)andtheGraduateStudentUnion

OSULibrariesandPressfacultyandstaff AssociatedeansofresearchfromtheAdvisoryGroupfortheVicePresidentfor

Research GraduateSchooladministration UndergraduateEducationCouncilmembers FacultySenateLibraryCommitteemembers LeadershipteamsfromAcademicAffairs,StudentAffairs,InternationalStudies,

InformationServices,OSUPressEditorialBoardandtheDivisionofOutreachandEngagement

OSULibrariesandPressAdvisoryCouncil,theprincipalvolunteerleadershipgroupwhosemembershipincludesdistinguishedalumniandfriends

StakeholdersaretheheartofOSULibrariesandPress’servicesandmission.ManyhavechosenOregonStateUniversityfortheireducation,research,andemployment.Weserveallstudentsincludingundergraduatesandgraduatesonandoffcampus.Wealsosupportthefacultywhoteachandproducescholarship.OurstakeholdersincludesignificantsupportersandadvocatesforOSULibrariesandPress,includinguniversityadministration,donors,friends,parents,andalumni.Theyarealsoestablishedcollaboratorsorrepresentfuturestrategicpartners.Aseriesoffocus

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groupswithstakeholders,heldinJune2012,figuredprominentlyinshapingtheplan’sdevelopment.Workinginfourwritingteams,thecommitteeusedtheresponsescollectedandanalyzedfromthefocusgroupstodraftaninitialplan.

OSULibrariesandPress’greatestresourceisitsemployees.Thisincludesfull‐andpart‐timefacultyandstaff,studentworkers,interns,andgrant‐fundedstaffwhowillbecalledupontocommittheircreativity,energy,andexpertisetosuccessfullylaunchandimplementnewstrategicinitiatives.InAugust2012,thisearlydraftwasvettedinanopenmeetinginvitingOSULibrariesandPressfaculty,staff,andstudentworkerstointeractwithcommitteemembers,posequestionsaboutthedraft’scomponents,andprovidecomments.Thedraftoftheplanwasalsoavailableonlineforallpersonneltoreviewandprovidecommentsandsuggestions.

UsingthiscriticalfeedbackfromOSULibrariesandPressfacultyandstaff,thewritingteamsrevisedtheplanagaininpreparationforexternalreviewsscheduledinSeptemberandOctober2012.Stakeholdergroupsrepresentingfacultyleaders,universityadministrators,anddonors,aswellasgraduateandundergraduatestudentsparticipatedinmultiplereviewsessionsledbypairsofcommitteemembers.Thefocusofthesesessionswastoclarifymission,visionandvalues,prioritizeissuesandchallenges,andseekfurtherinsightaboutgoals,strategies,andactionsaswellasassessmentmeasures.ThecommitteeincorporatedinputfromthesegroupstofinalizethestrategicplaninNovember2012.

Overall,theOSULibrariesandPressstrategicplanningprocessdemonstratedthecommittee’scommitmenttocollaboration,reflection,andanalysisandopenengagementwithmultiplecommunities.Theprocessstrengthenedpartnershipswithinourorganizationandacrosscampus.Subsequentdraftsimprovedonthepreviousiterationasthecommitteefocusedourresourcesonfourmajorgoalsandoutlinedwaystoassesstheachievementofourobjectives.Thefinalplanreflectsthecommittee’ssuccessfulefforttoestablishadynamicdirectionforOSULibrariesandPressoverthenextfiveyears.

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STRATEGICPLANNINGCOMMITTEE

LaurieBridges InstructionandEmergingTechnologiesLibrarianFayeA.Chadwell DonaldandDelphaCampbellUniversityLibrarianand

OSUPressDirectorAnne‐MarieDeitering FranklinMcEdwardProfessorforUndergraduate

LearningInitiativesKerriGoergen‐Doll ResourceAcquisitionandSharingManagerTomJohnson DigitalApplicationsLibrarianDeanJones UnixAdministratorJessiccaLawhead InterlibraryLoanCoordinatorTerryReese GrayFamilyChairforInnovativeLibraryServicesTrevorSandgathe SpecialCollectionsandArchivesLibraryTechnicianStevenSowell CollectionsandResourceSharingDepartmentHeadRickStoddart AssessmentLibrarianJanetWebster HeadLibrarian,MarilynPottsGuinLibraryEvvivaWeinraub Director,EmergingTechnologiesandServicesTomDowling Facilitator/Consultant,CollegeofBusinessJoLynnO’Hearn AdministrativeAssistant