Technology Planning: A Case
Study and Blueprint
Presented by
Navjit Brar
California Polytechnic State University
San Luis Obispo, CA
nbrar@calpoly.edu
E-LIBRARIES F301
Early steps taken…………………
 Background
 Strategic Plan
 Need Assessment
 Analysis
 Staffing
 Current Processes
 Inventory
 Access – Network
 Access – Hardware
 Access – Software
 Training
 Support
Early steps taken…………………
 Gathered data
Library Management System Vendor
 CSU Expenditure on Technology
 Presented to the Library Management
Team
Presented to the Provost & Vice Provost
Early Adoption of Innovation
At Kennedy Library
 Automated Circulation
 Automated Processing
 Online Catalog
 Desktop Workstations for Staff
 Public/Patron Workstation
 Updating Infrastructures
 Electronic Resources
 Unmediated Services to Users
 ITS Dedicated Terminal Lab
Technology Spending at
Kennedy Library
1,200,000
90-91
91-92
92-93
93-94
94-95
95-96
96-97
97-98
Total
1,000,000
800,000
600,000
400,000
200,000
0
Technology Expenditure 1990-98
Total Expenditures: $1,037,000
Source: CSU Annual Library Statistics
Source of Funding
 Kennedy Library’s base budget
 Network infrastructure – ITS
 Special Projects - CSU
Technology Spending Projections
1998-2002
367,000
400,000
350,000
300,000
250,000
200,000
150,000
90,000
129,000
129,000
2000-01
2001-02
100,000
50,000
0
1998-99
1999-00
Total Anticipated Expenditure 1998-2002= $715,000
Source of future funding
 CSU?
 Cal Poly?
 ITS?
 Library?
 Grants?
Technology Plan – Four Themes
Where does the library want to go as a
whole?
What is the Target Environment (TE)?
How do we achieve the TE in a timely and
efficient fashion?
What will it cost to move from the current
to the TE?
Technology Plan – Four themes
Where does the library want to
go as a whole?
Vision of CSU : To enable all students,
faculty, and staff to communicate to
anyone, from any place, at anytime,
through access to the full range of
resources needed in the learning and
teaching experience.
Technology Plan – Four themes
Where does the library want to
go as a whole?
Vision & Mission of Cal Poly ITS: To
connect people, processes, and content
through the effective use of reliable
information, computing, and
telecommunications technologies and
consulting services in support of the
University’s core mission to provide
quality education in a “learn by doing”
environment.
Technology Plan – Four themes
Where does the library want to
go as a whole?
 Theme of Kennedy Library
Reaching out: Building the Library’s Future
By reaching out, the library wants to actively make
a difference in furthering the Cal Poly mission,
and become a campus center for teaching and
learning.
Advancing this theme means enhancing our current
information systems and developing new services
to bring information to our users at the time and
point of need.
Technology Plan – Four themes
Where does the library want to
go as a whole?
 Vision of Kennedy Library
Library prides itself on the early adoption and
innovative application of information technology.
Our challenge for the future is to balance
tradition with technology to make information
accessible regardless of form, place or time
Technology Plan – Four themes
What is the target environment?
Library of the 21st Century
FULLTEXT
DATABASES
PRINT
COLLECTION
DATA STORAGE/ACCESS
CAMPUS BACKBONE
STUDY/SMART
ROOMS
SMART TEACHING
CLASSROOM
SATELLITE/ ON DEMAND
SERVICES
STUDENT DEVELOPMENT
FACILITY
Amendments to the original article
RESEARCH LABS
COMPUTER LABS
CENTER FOR ACADEMIC
EXCELLENCE
EJOURNALS,
EBOOKS
ERESOURCES
DOCUMENT DELIVERY SVS
LIBRARY’S
DIGITIZED
COLLECTION
ELECTRONIC
RESERVES
Technology Plan – Four themes
Outcomes of the TE
Lead in Collections
This strategic area contains objectives that acknowledge the critical
importance of collections and place effective collections management
at the center of services and programming. The strategy is to improve
the collection of and access to electronic resources available to the
library’s users through the online catalog and to create digitized
collections and programs to support the curricular and research needs
of the university.
Technology Plan – Four themes
Outcomes of the TE
Collaborate in Teaching and Learning
In today’s information age, it is imperative to produce graduates who
are competent and literate users of information. This strategic area
recognizes the library’s increased role as a teaching and learning
commons for the university, where students, faculty and staff can
effectively and efficiently learn how to use information in its various
formats. This strategy includes providing smart teaching
classrooms/study areas, student/faculty/staff development facility,
and fully equipped research and computer labs.
Technology Plan – Four themes
Outcomes of the TE
Excel in service
Service is the watchword of the library. Within this area of focus are
objectives articulating and reaffirming this commitment to service
and identifying ways in which services can be strengthened and
enhanced to better address user needs. The strategy is to improve and
expand user access to collections by increasing holdings represented
in the library’s catalog, providing links to much-demanded electronic
resources, improving customer service through more effective space
utilization and renovation of selected library environments, and
planning for a new teaching and learning center as part of the Digital
Teaching Library.
Technology Plan – Four themes
Outcomes of the TE
Foster Organizational Change
This provides a context to support and sustain the overall mission and
strategic plan of the library that strengthens our ability to act in an
effective manner to address the changing roles of our campus and our
curriculum. The strategy is to improve service to library users by
improving internal communication systems and incorporating new
technologies.
Technology Plan – Four themes
How to achieve the TE?
CSU Integrated Technology Strategy
•Personal Productivity
•Excellence in Learning & Teaching
•Quality of Student Experience
•Administrative Productivity and
Quality
Initiatives/Projects
FULL
Technology
Prerequisites
BASELINE
CURRENT
CSU ITS/T11 Status and Direction October 1998
Technology Plan – Four themes
How to achieve the TE?
Lead in Collections
Excel in Service
Collaborate in
Teaching and Learning
Foster Organizationa
Change
Outcomes
Initiatives/Projects
Initiatives
FULL
Access
Network Hardware Software
Technology
Prerequisites
Training Support
BASELINE
CURRENT
Technology Plan – Four themes
How to achieve the TE?
Technology Plan organization
Goal
Strategies, how can the library achieve the
target environment in a timely and efficient
fashion?
What is the current environment?
What is the implementation plan, and what
will it cost to move from the current to the
target environment?
Technology Plan – Four themes
How to achieve the TE?
Access – Network
APPENDIX F
California State University
ITS-TII
MINIMUM BASELINE STANDARDS
(Working Draft)
Introduction
The California State University, through the Technology Infrastructure Initiative (TII)
component of its Integrated Technology Strategy (ITS), is pursuing the build-out of the
intra-campus telecommunications infrastructures at each of the 23 CSU campuses. This
system wide project is the culmination of years of intensive effort by staff members across
the University, efforts which have included the creation of a Telecommunications Master
Plan (TIMP) for each campus and the development of the system's comprehensive
technology standards, such as the Telecommunications Infrastructure Planning (TIP)
Guidelines and the Minimum Baseline service provisioning standards.
For detail information, please click: http://its.calstate.edu/documents/its_report.pdf
Network Infrastructure
Robert E. Kennedy
Library
Basic Network
Layout
Current Infrastructure as of Feb 2001
4CNet
(Internet)
Campus Backbone
Campus
Buildings
Cisco 7507
Router ("Fred")
Servers (Rm 101E)
Character-Based
Dumb Terminals
5th W
5th E
4th W
4th E
3rd W
3rd E
2nd W
2nd E
1st w
1st E
mythic (NT4 BDC)
129.65.20.158
ITS DHCP
129.65.177.253
epic (NT4 PDC)
129.65.20.39
mmdpc083374
(Linux test svr)
129.65.178.185
Date Revised:
2/05/01
100Mbit
Fiber
(Duplex)
5th Floor
Networked
PC's & Macs
Prepared By:
Mark A. Smith
Cisco 29xx
Series
Asante 6224 24
Port 10/100
Switch
100Mbit
507 Closet (Elev)
Asante 5224
24Port 10Mb
(1-100) Switch
100Mbit
407 Closet (Elev)
100Mbit
legend (NT4 BDC)
129.65.20.160
lfalcon (NT4)
Gov Docs
129.65.20.121
Cat2
TP
(Serial)
3
Linux Servers
Rm 101E
10Mbit
10Mbit
gothic
Coax macabre/srproj
129.65.20.30
129.65.20.41
pssweb2 (MAC 8.6)
Assimilator
129.65.20.213
datamore (NT4)
129.65.178.190
5
100
Multimedia
Servers (Rm 107)
REK Express
ariel (NT4)
129.65.20.42
webpac19 (MAC 9.1)
Mac Mgr
129.65.20.216
217A LRC Lab
MAC Server
100Mbit Cat5
218 Closet
(Serv. Elev.)
4
1st Floor
Networked
PC's & Macs
100
discover (NT4)
129.65.178.135
111X Closet
(Ref)
100Mbit
10MbitCat5
2
111X Closet
(Ref)
100Mbit Cat5
pharos (NT4)
129.65.178.172
129.65.178.173
Cabletron MT800
Xcvr (MAU)
san_luis_o_uias (NT4)
129.65.20.25
Cisco 2948
48port 10/100
daedalus (NT4)
129.65.20.45
Alpha Server
(Unix)
1, 2,...
In priority order,
replace hubs
w/ Cisco 3548
switches
Area needing addtl.
24-port Cisco 3540
Sw to replace serial
ports (Millennium)
109 Closet
(Elevators)
100Mbit Cat5
1st Floor
ITS Lab
PolyConnect
multiweb (NT4)
129.65.20.132
100Mbit Cat5
100Mbit Cat5
batscpc01 (NT4)
129.65.20.178
100Mbit Cat5
srvcs
129.65.20.128
Linux Server
Red Hat
214 Closet (Elev)
100
AUI
Cables
sci-fi
129.65.20.26
NT 4 Server
SP6
100Mbit
2nd Floor
Networked
PC's & Macs
100
Coax ( Internal
Network)
AUI
Cables
100Mbit
opera (NT4)
129.65.20.185
lshelp (Mac 9.1)
129.65.20.209
poetry
(INNOPAC)
Alpha 3000
129.65.20.27
Asante 48port
Shared Hub
10MB Chassis
100
310 Closet (Elev)
Lantronix
Terminal Servers
Rm 101E
Cat2
TP
3rd Floor
Networked
PC's & Macs
CAL POLY LIBRARY
Cat2
TP
(Serial)
1
LEGEND
Cisco Catalyst
2900 Switch 14port 10/100
Rm. 120A
4th Floor
Networked
PC's & Macs
Page
114X
ITS lab closet
(Reserve)
1
102A Closet
(LS)
100Mbit Cat5
10Mbit Cat5
10Mbit Cat5
Cisco 2940XL
24port 10/100
i:\ls\ls_docs\baseline98\lib3_full.vsd
Technology Plan – Four themes
How to achieve the TE?
Access – Hardware & Software
APPENDIX E
WORKSTATION HARDWARE AND SOFTWARE STANDARDS
(1998-2001)
Minimum Hardware Standards for Windows Platforms
Recommended Minimum Desktop Hardware Standards (Effective FY 1998/99)
Processor Pentium® II processor 350 MHz with Intel 440 BX chipset
Cache: 512KB L2 cache integrated into the processor cartridge
Memory 64 MB of 100MHz SDRAM
Flash BIOS 2MB Flash memory
Recommended Minimum Laptop Hardware Standards
Processor 233 Mhz Pentium® II processor with Intel 440BX chipset
Memory 64 MB of 100MHz SDRAM
Hard Drive 4.0 GB hard drive
For detail information, please click http://its.calstate.edu/documents/its_report.pdf
Technology Plan – Four themes
What will it cost to move from the
current to target environment?
300000
Network
250000
Hardware
200000
Software
150000
Training
100000
Support
50000
Tax
0
1999/00
2000/01
2001/02
Total Expenditure 1999-2002= $594,888
Total
Technology Plan – Four themes
What will it cost to move from the
current to target environment?
Annual Projections
Access – Infrastructure: $15,000
Access – Hardware: $142,000
Access – Software: $20,000
Training - $10,000
Support - $15,000
Total - $202,000
Conclusion
 Educate campus, information technology,
and library leaders
 Library technology plan must represent
how it will enhance the services and meet
the vision of the library, campus, and CSU
system
 Library technology plan be part of
Information Technology Services plan
 Collaboration
CSU - Measures of Success
Campuses vary greatly in their ability to provide students, faculty and staff comparable access to information
technology resources. The inadequacies and disparities that motivated campus presidents to work together to
improve the technology infrastructure for all CSU campuses persist, but the technology gap is now becoming
narrower rather than wider.
The campus, system and individual data collection activities associated with this report have been
institutionalized throughout the system. A structure and process have been established, and the quality of the
data should improve over time as refinements are made to them.
In both breadth and depth, information technology has permeated every important facet of the modern
university, academic or administrative. The issues and the data reviewed in this report indicate clearly that a
technology infrastructure is a prerequisite for quality and productivity in the digital age.
The CSU Information Technology Strategy is a comprehensive blueprint for infusing technology into the
curriculum as well as administrative systems. The ITS provides an effective planning framework and strategy
for exploiting the efficiencies offered by technology while improving quality and meeting the enrollment
demands of the next two decades.
For the first time, the system is moving toward standardization and consensus on a wide range of important
conceptual and technical issues. The Measures of Success process requires that operational definitions be
agreed upon to support both data collection and development of a common language for describing success.
The Measures of Success accountability model presented here goes far beyond the metrics themselves. It is an
implicit recognition that information technology is the crucial infrastructure of the 21st Century, similar to the role
that a physical infrastructure played in previous eras
http://its.calstate.edu/documents/its_report.pdf
CSU Libraries Expenditure
$6,000,000
$5,000,000
$4,000,000
1996/97
1997/98
1998/99
1999/00
$3,000,000
$2,000,000
$1,000,000
$0
1996/97
1997/98
1998/99
1999/00
Total Expenditure 1996-2000= $15,908,564
Source: CSU Annual Library Statistics
CSU ITS Web site
http://its.calstate.edu
http://www.calstate.edu