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Tactical Plan

The goals based on the six strategic objectives for SWAN are updated each year.

Completed Goals

Objective 1: Develop a Shared and Accurate Diagnosis of Member Dissatisfaction Around the Existing ILS and OPAC (Staff Interface and Online Catalog)

  • Form Operational Think Tank, AKA Clarity Task Force
  • Create a Curriculum of Training for Library Staff
  • Conduct ILS Processing Inefficiencies Evaluation
  • Create More Online Documentation
  • Assess the Discovery Platform for SWAN & Provide Recommendation
  • Implement new discovery platform (Aspen)
  • Form item type task force
  • Initiative for online self-paced training
  • Institute monthly office hours for key applications and services


Objective 2: Deliver on the Solutions that Can Be Readily Implemented, While Focusing on Long Term Solutions

  • Complete Infrastructure Migration
  • Membership Implementation Schedule
  • Offer Library Patrons Mobile Application through BLUEcloud Mobile
  • Create New OCLC Holdings Update Process for SWAN: OHM
  • Study & Offer E-Content Consortia Purchases
  • Evaluate BLUEcloud Staff Interface
  • Perform an Assessment of BLUEcloud Acquisitions
  • Automated Delivery In-Transit Label
  • Negotiate Extension of SirsiDynix Agreement
  • Negotiate Long Term Agreements with EBSCO & OCLC
  • Negotiate 3-year agreements with EBSCO
  • Migrate servers & services from RAILS to SWAN infrastructure
  • Replace automated voice notification
  • Add 3 new libraries: SWAN100 project
  • Develop AV item type recommendations
  • Establish parameters for Fine Free
  • Pilot Baker & Taylor rentals
  • Build “Your Library Statistics” monthly report
  • Implement Book Club Reservation system
  • Implement Pseudo Libraries for drive-up and locker pick up
  • Automate monthly removal of inactive patron records
  • Provicde Recommendation on Marketing Automation Platform for Libraries
  • Compete BLUEcloud Circulation usability test with member libraries

    
Objective 3: Reconstitute as a Mission Driven 501c3 with Clear Representative Governance Practices

  • Evaluate Organization Legal Entity
  • Revise SWAN Budget Structure

Objective 4: Increase Presence of Patron Experience

  • Develop & deploy online patron registration
  • Incorporate patron help into public catalog
  • Increase protection to patron personal identifiable information (PII)
  • Develop accessibility standards


Objective 5: Strengthen the Collective Identity

  • Pilot Online Membership Forums
  • Plan SWANx19 Event
  • Clarify Role of SWAN Advisory & User Groups
  • Hold SWAN eXpo 2020 web series
  • Convene monthly Fireside Chat sessions

Objective 6: Seek External Funding Options to Support the Research & Development Initiatives of SWAN

  • ARPA research conducted in 2021
  • Apply for National Endowment for the Arts grant
  • Engage with ILA Public Policy Committee
  • Research Federal funding options

Tactical Plan

2023 Written Plan & Goals (PDF)