Strategic Plan 2015-2020

With Strategic Priorities As Identified August 2015, June 2016, June 2017, June 2018

indicates completion.

Strategic Statement 1

ConnectNY is made up of diverse independent institutions operating as ONE to maximize human resources.

Goal 1-1: Facilitate expertise sharing across CNY institutions. (Marta Brunner, Goal Sponsor; Community Engagement Committee)

• Objective:
  • Produce a white paper on staff sharing models.
    • Timeline: September 2016 – September 2017
    • Report 2017 – download
  • Create Communities of Interest (COI) to facilitate expertise sharing. 
    • Timeline: Ongoing

Goal 1-2: Create opportunities for staff at all levels and various functions to come together to share ideas and generate recommendations for initiatives. (Joanne Schneider, Goal Sponsor; Community Engagement Committee)

• Objectives:
  • Develop, schedule, and hold in-person meetings/conferences, and/or plan meetings in coordination with other conferences (e.g., ACRL, ALA) members may attend.
    • Timeline: Ongoing
    • Report 2016 – download
  • Develop, schedule, and hold virtual meetings for communication across institutions, especially for functional groups. 
    • Timeline: Ongoing
  • Explore the opportunity to sponsor a conference with appeal outside of CNY. 
    • Timeline: September 2017 or later

Strategic Statement 2

ConnectNY develops new models of e-resource licensing.

Goal 2-1: Provide new or alternative models of e-resource licensing aligned with realistic needs and available financial resources. (Russ Abell, Goal Sponsor; E-Resources Licensing Committee)

• Objective:
  • Prepare a white paper with recommendations for consortial e-resource licensing practices for CNY. 
    • Timeline: September 2016 – September 2017
    • Report 2017 – download
  • Provide e-resource licensing discounted pricing to members. 
    • Timeline: January 2018 –

Strategic Statement 3

ConnectNY enhances and expands access to all types of collections: print, digital, and special.

Goal 3-1: Develop a thorough understanding of the breadth, depth, and scope of the collections across CNY and employ strategies to increase access to these collections. (Jeff Katz, Goal Sponsor; Digitization Committee)

• Objectives:
  • Explore the possibility of floating collections across the consortium based on use.
    • Timeline: September 2019 – September 2020
  • Produce a white paper for consortial collection development and awareness practices for print and ebook formats.
    • Timeline: September 2015 – March 2016
    • White Paper – download
  • Produce a white paper identifying strategies for sharing and marketing special collections and archives across CNY via physical loan, digitization, and digital repository.
    • Timeline: September 2015 – August 2016
    • White Paper – download
  • The Committee for Digitization/Sharing Projects and Digital Rights Management will identify opportunities for grant funding for digitization and finding aid development, and investigate venues such as EADC and DPLA to share digital materials.
    • Timeline: Ongoing

Strategic Statement 4

ConnectNY focuses on the user experience.

Goal 4-1: Evaluate the technology infrastructure of CNY to determine whether it is meeting the mission in the most efficient and cost-effective manner. (Brian Lym, Goal Sponsor; User Experience and Metadata Committee)

• Objectives:
  • Prepare a white paper comparing our current technology infrastructure and other available technologies with the needs of the organization.
    • Timeline: September 2015 – May 2016
    • White Paper – download
  • Prepare an RFP to solicit bids from consultants to assist in developing options for the technological infrastructure for CNY. 
    • Timeline: July 2016 – December 2016

Goal 4-2: Improve the metadata in the CNY shared catalog to provide users with access to more print and electronic resources available to all members.

• Objectives:
  • The User Experience and Metadata Committee will develop bibliographic record contribution guidelines. 
    • Timeline: Fall 2017
  • Implement the bibliographic record contribution guidelines. 
    • Timeline: June 2018 – August 2018
  • CNY will manage contribution of E-book program bibliographic records into the shared catalog. (E-book Committee)
    • Timeline: Ongoing

Strategic Statement 5

ConnectNY is entrepreneurial in maximizing funding and resources.

Goal 5-1: Increase the consortial database by one-third.

• Objective:
  • Incorporate other consortia and/or other libraries.
    • Timeline: Ongoing

Goal 5-2: Enact variable funding structures within the membership. (Ad Hoc Financial Modeling Committee)

• Objectives:
  • Investigate funding structures of similar consortia.
    • Timeline: January 2019 – June 2019
  • Draft a comprehensive variable fee and funding structure that incorporates budget modeling.
    • Timeline: June 2019 – December 2019

Goal 5-3: Develop a model for the sale of consortial services, technology, and/or staffing services to non-consortial partners.

• Objectives:
  • Investigate how other 501(c)3 organizations do this.
    • Timeline: TBD
  • Draft a business plan.
    • Timeline: TBD

Planning Documents

Drawings created during the Strategic Planning Day.

Strategic Plan Publications

Report Goal 1-1:

• (Report 2017) – download
  • Produce a white paper on staff sharing models.

Report Goal 1-2:

• (Report 2016) – download
  • Develop, schedule, and hold in-person meetings/conferences, and/or plan meetings in coordination with other conferences (e.g., ACRL, ALA) members may attend.

Working Group 4-1:

• (White Paper) – download
  • Prepare a white paper comparing our current technology infrastructure and other available technologies with the needs of the organization.

E-Resource Licensing:

• (Report 2017) – download
  • Prepare a white paper with recommendations for consortial e-resource licensing practices for CNY.

Collection Development:

• (White Paper) – download
  • Produce a white paper for consortial collection development and awareness practices for print and ebook formats.

Special Collections:

• (White Paper) – download
  • Produce a white paper identifying strategies for sharing and marketing special collections and archives across CNY via physical loan, digitization, and digital repository.