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Item C23 C.23 t, BOARD OF COUNTY COMMISSIONERS County of Monroe Mayor Sylvia Murphy,District 5 The Florida Keys � � �l'U � Mayor Pro Tern Danny Kolhage,District 1 �pw° Michelle Coldiron,District 2 Heather Carruthers,District 3 David Rice,District 4 County Commission Meeting October 16, 2019 Agenda Item Number: C.23 Agenda Item Summary #6153 BULK ITEM: Yes DEPARTMENT: Public Libraries TIME APPROXIMATE: STAFF CONTACT: Norma Kula(305) 853-7349 N/A AGENDA ITEM WORDING: Approval of the Library Long-Range Plan of Service, 2020-2022, as part of the annual State Aid to Libraries Grant application ITEM BACKGROUND: This is a required element of the State Aid to Libraries application, and is partially drawn from the County Strategic Plan and Management Plan PREVIOUS RELEVANT BOCC ACTION: The last long-range plan for the Library was approved by the BOCC at their September meeting in 2016. CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Approval DOCUMENTATION: Long-Range Plan 2020-2022 FINANCIAL IMPACT: Effective Date: Expiration Date: Total Dollar Value of Contract: Total Cost to County: Current Year Portion: Budgeted: Source of Funds: CPI: Indirect Costs: Packet Pg. 670 C.23 Estimated Ongoing Costs Not Included in above dollar amounts: Revenue Producing: If yes, amount: Grant: County Match: Insurance Required: Additional Details: REVIEWED BY: Norma Kula Completed 09/30/2019 11:15 AM Pedro Mercado Completed 10/01/2019 4:54 PM Budget and Finance Completed 10/01/2019 4:58 PM Maria Slavik Completed 10/01/2019 6:12 PM Kathy Peters Completed 10/01/2019 6:13 PM Board of County Commissioners Pending 10/16/2019 9:00 AM Packet Pg. 671 C.23.a MONROE COUNTY PUBLIC LIBRARY 2 a LONG—RANGE PLAN OF SERVICE 2020-2022 r_ cm r_ 0 4i r_ SUBMITTED BY NORMA KULA DIRECTOR OF LIBRARIES SEPTEMBER 27, 2019 Packet Pg. 672 C.23.a A NOTE ON THE LONG-RANGE PLAN FOR THE MONROE COUNTY PUBLIC LIBRARY 2020-2022 In the previous three long-range plans for the Library we moved away from the traditional view of such a plan. For many years, a long-range plan was carefully 4- formulated as a blueprint, based on numbers and statistics, detailed, graphed, and measured in every conceivable way. These were the keys to the goals, the objectives, and the results of the plan. Numbers were the measures of success and the indications of changes needed to enable future success. We have more fully moved away from that traditional mold that had become more of a burden than a guide, and moved toward a format that promotes flexibility, that encourages new ideas, that celebrates our changing and diverse communities, and that seeks growth in diversity of services to meet our diversity of communities, not just more numbers. We now ask not just "How many books?" and "How many people?" but "Who are our readers? What groups are we not reaching and why? Do they prefer to read or to listen while engaging in other activities? What are their interests? What are their needs and how can we meet them?" and we structure our plan around the search for answers to those questions and to other, similar, questions. By following this exploratory approach our plan has now become more focused on service, and flexibility is our standard. Working from the Monroe County Strategic Plan, as well as the Monroe County Tactical Plan that has been formulated to implement the Strategic and Management Plan, we have become goal-oriented, and the goals that we set in our long-range plan, arising from the broader-based strategic plan, are highlighted in our annual Library Plan of Action and reflected in the goals which are established each year by our staff. These are service-based, and their degree of success is determined by the services, enhanced, expanded, or new, that are offered to and welcomed by, our patrons. The expanded goals established in the past are being re-examined and re-evaluated in light of our broader approach of advancing toward our mission of improved and enhanced services that will meet our communities' still-changing needs. In the same vein, we needed to re-examine our use of funding, more aware of our responsibility for 1 Packet Pg. 673 C.23.a maintaining and even increasing services with the most efficient use of Library assets, both our personnel and our financial support. For these reasons, this Long-Range Plan of Service for the Monroe County Library for the years 2019-2022, will be aimed even more particularly at meeting community needs as they change, and providing those changing but still essential services basic to our mission. We will explore those community needs and work to become more aware of how they are changing, what issues are driving those changes, and how we can adapt our previous goals and objectives so that we will remain relevant and meaningful to our communities. Our mission of service has not and does not change, but the methods and technology through which the services are delivered do change, and we will need to continue to explore the processes and requirements of these changes and learn how �s 4- best to incorporate them into our work. A BRIEF HISTORY OF MONROE COUNTY, FLORIDA In May of 1513, explorer Ponce de Leon sighted the Florida Keys and claimed Florida for Spain. The Spanish sailors gave this area of mangroves the name of "Los Martires," or The Martyrs. On later maps, various Keys were identified as Cayo Hueso (Bone Key), Islamorada (Purple Island), and a host of other names that changed with the identifier and mapmaker. When Florida came under British control in February of 1763, many of the local Indians moved to Cuba. Twenty years later, under the second Spanish Reign in Florida, Loyalists left for the Bahamas and other British possessions. Florida became a U.S. Territory in 1821, with the ratification of a treaty between the United States and Spain, and later that year Juan Pablo Salas, who had received Key West as a Spanish land grant in 1815, sold the island to John W. Simonton, a Havana merchant, for the noteworthy sum of $ 2,000.00. Simonton then sold parts of the island to fellow businessmen Whitehead, Fleming and Greene. In 1821 Spain ceded East and West Florida to the United States. President James Monroe appointed General Andrew Jackson as Military governor, and instructed the General to set up a new government. Jackson's first action toward this goal was to organize Florida into a single territory composed of two counties. Thus West Florida became Escambia County with Pensacola as its county seat, and East Florida became St. John's County, with St. Augustine as the county seat. On July 3, 1823, Monroe County became the sixth county in the State, when it was formed out of St. John's. All of the mainland areas now known as South Florida, as well as the Florida Keys, were included in this formation. This large area remained one county until 1836, when Dade County was formed, through a series of political 2 Packet Pg. 674 C.23.a maneuvers. Its borders included the eastern half of the mainland and the Keys north of Bahia Honda. Those Keys from Bahia Honda to Old Rhodes Key were not returned to Monroe County until 1866. The original formation of Monroe County was divided over and over again through the following years. From its initial boundaries came Dade, Lee, Hendry, Collier, Broward, and a part of Palm Beach Counties. Key West was established as the County seat a year after the island's first settlers arrived; that same year it was made a port of entry. The few Keys settlers were scattered across the islands—probably not more than 150 Europeans in all. No accurate population data exists from that period. The Florida Keys have played a major part in Florida's growth, both historically and economically. There are 822 Keys large enough to be shown on government charts; many of their names have changed over the years. Indeed, a large number of them have changed names with almost every generation of mapmakers. (An extensive study of this history has been carried out by Library staff; the fascinating results are available on the website: http://keys.fiu.edu/gazetteer/index.htm) It is noteworthy that there are only five incorporated areas in all of Monroe County: Key West incorporated in 1828, Key Colony in 1955, Layton in 1963, Islamorada in 1998, and Marathon in 1999. HISTORY OF THE MONROE COUNTY PUBLIC LIBRARY N In 1835, a young attorney, originally from Kentucky, wrote to relatives from his new home in Key West, "The society of the place is, of course, small, but there are many families from the Atlantic States now our residents, that would be very desirable acquisitions were they to return to the places of their nativity. There is the same taste, luxury, and display that you find in the large cities in their dinner and evening parties. More good books, reviews and late publications are found here than you have the most distant ideas of." In 1835, a Sunday School library circulated books among the people of the community. Old records of that year explain that on "Saturday, April 4, 1835, on suggestion of the Mayor and unanimously resolved, the fees paid by members of board absent during the year, $ 12.00 in amount, be presented to the Sunday School Library of Key West." The Monroe County Public Library has a unique place in history as the oldest Library in South Florida. Its beginnings can be dated as far back as 1853. The first written record of the Key West Library Association is mentioned in the diary of William R. Hackley, who writes that he had paid his dues to that Association in July of 1853. A microfilm copy of that diary is now held in the Florida History Room at the Key West Branch of the Monroe County Public Library, while the original can be found in the collection at the Florida State University. The Association stored its book collection within a wire enclosure, and upon selection by patrons, the books were passed through a wire wicket. The Library was housed in a variety of locations on Duval Street and guided by 3 Packet Pg. 675 C.23.a various civic groups over the next sixty or so years. A recent Key West Citizen article posted a picture of the Masonic Temple in 1906, which housed the Library and its collection of 1600 volumes. In 1915 the Key West Woman's Club assumed the operation of the Library Association as its foremost project. The Key West Branch, which became the Headquarters Library, moved into its present location in 1959, with a major expansion in 1992. The Key Largo Branch began in the Key Largo Civic Club Building in 1962, moving once in 1967, and taking up its current location in 1989. The Marathon Branch began in 1962 and took up its present location in 1982; Islamorada's Branch opened in 1966, with expansions in 1983 and 1997. The most recent Branch was established in Big Pine Key in 1995, with an expansion there in 2003. Construction has now begun on a new Library building in Marathon, with a projected opening in 2020. 4- 0 Over one hundred and eighty years have passed since those earliest steps toward a County Library system; today the Monroe County Public Library is a vital part of the fabric of its communities. Each branch reflects its own area, and each area reflects its own people, with distinct characteristics, interests and needs. Library service is ad valorem tax-based, funded by the General Fund of the Monroe County budget. The five branches, with staff totaling forty-three employees, provide on-site services six days and one evening each week. Our Library card-holders number more than half the population of Monroe County. Our website now provides 24/7 access to the full Library catalog, including renewal and request services. Our collection has grown from the 10,000 books of the Key West Branch in 1959 to over 200,000 items in a variety of media, ranging from the traditional print through a-books and digital databases. The Library has grown and developed through its history, and continues to do so, as services and patron usage increase yearly. INTRODUCTION TO THE LONG-RANGE PLAN The Library is a viable and living institution; to remain so, it must grow. Without the guidelines of a long-range plan, that growth could become unmanaged and unmanageable. Such a plan provides a framework for essential growth and a set of guidelines for decisions regarding all aspects of Library development and operations. Yet these guidelines must be flexible, allowing the possibility of change as circumstances change in our communities. Indeed, outside of our mission itself, change is the one constant in the functional life of the Library. It is essential to set goals that cover a period of several years as an effective procedure for sound planning and for making cost-effective budgetary decisions, but we must not allow these guidelines and goals to become more important than the work itself. The plan must be viewed and utilized as a living document, subject to regular measurement and review, but not so much by numbers as by the tangible and intangible outcomes which are the results of our efforts. It must be constantly open to modifications in its objectives and in the activities that may be needed to carry out its intent, as well as being designed and able 4 Packet Pg. 676 C.23.a to adapt responsible to resource availability. The mission of service to all of our communities must always be at the foreground of all that we strive for. This mission, however, is not just to provide, but to explore, to examine, and to learn and prioritize, so that we can help our patrons to avail themselves of the benefits of our planning. CHANGING DEMOGRAPHICS/NEW COMMUNITY NEEDS Over the past several years, Monroe County has experienced a number of demographic changes, which have had a great impact on its communities and their service needs. A County's rate of growth, or lack of it, will always be a major factor in community and community services planning. The incorporations of Islamorada and Marathon have had an impact on the economic life of the unincorporated areas of the County as well. Although many of the services for these cities are provided from within, the Library still operates as a Countywide service provider—there is one public Library system for the whole of Monroe County. Changes in the makeup of County population are factors that need to be taken into account in Library planning—as the population ages or more young families move into the area, as literacy rates increase or decrease, as language barriers become more or less prevalent—all these variations create new challenges for the Library, and all must be included in our plans to meet future needs. Collections of materials, programs offered to the public, all the services that the Library offers need to be geared to adaptation and modification. While most of the estimated demographics for Monroe County since the 2010 census show only small changes, Hurricane Irma in 2017, had a much stronger impact on some of the basic County statistics Total population shows a decrease from 76,982 to 75,027 (some current estimates are lower) No change in % of children under 5 from at 4.6% A minor decrease in children between 5 and 14 from 8.1% to 8.0% No change in youth between 15 and 19 at 3.9% Increase in young adults between 20 and 24 from 5.2% to 5.6% Increase in adults between 25 and 34 from 12.4% to 12.9% Decrease in adults between 35 and 44 from 12.2% to 12.0% No change in adults between 45 and 54 at 14.8% Decrease in adults between 55 and 64 from 17.0% to 16.4% Increase in adults between 65 and 74 from 12.7% to 13.5% 5 Packet Pg. 677 C.23.a Increase in Hispanic population from 22.4% to 23.6% (Numbers taken from US Census 2018 estimates) Even such slight changes need to be taken into consideration when we plan future actions in collection development, programs, and other services to be offered. We also need to look at related changes in each Branch Library community, so that these future actions will be fine-tuned more precisely to meet their prospective users, and the five branches serve five unique communities. Taking these factors into account, we formulate a vision for the community of the Monroe County Library System: VISION FOR THE MONROE COUNTY LIBRARY COMMUNITY The people of the Monroe County community will: • Have the information they need to succeed at school, at work, and in their personal lives; • Discover the joy of reading and develop an appreciation of learning; • Enjoy a high level of access to electronic information resources, through the latest information technologies in the provision of Library services; • Develop the technological, information seeking, and information evaluation skills needed in an increasingly complex world; • Use the resources of the Monroe County Public Library in a way that will improve the quality of their lives and that of the community as a whole. SERVICE RESPONSES With this vision in mind, we have identified the following as the service responses that are our commitment to our community: • General information • Current titles and topics 6 Packet Pg. 678 C.23.a • Lifelong learning • Local history and genealogy From these service responses the mission of the Monroe County Public Library is formed: MISSION STATEMENT The Monroe County Public Library will meet the changing needs of our communities for information, education and recreation in a variety of materials, formats and . technologies. The Library responds to the needs of users of all ages and diversity by providing equal, easy and open access to materials and services delivered in an efficient, timely, and professional manner by staff members who are friendly, helpful, and knowledgeable, in buildings that are inviting, comfortable and fitted for technological growth and development. GOALS AND OBJECTIVES SERVICE RESPONSE #1: GENERAL INFORMATION GOAL: The Monroe County Public Library will provide timely and accurate information in print and electronic formats for residents of all ages. OBJECTIVE: The Library will maintain a collection of printed materials that are current, organized and accessible, covering a broad variety of topics. Achievement/Measurement Plan: FY 2020: Using information on current and anticipated demographic changes to re-assess progress and collection usage, continue branch collaboration to expand and enhance our collections FY 2021: Increase branch collaboration in collection development, with staff development through webinars and workshops, to eliminate unnecessary duplication while maintaining a core collection of basic requisite materials FY 2022: Implement an ongoing program of weeding all print materials, and through branch collaboration, fill gaps so created with updates or more current materials OBJECTIVE: The Library will expand a collection of materials in a variety of formats to meet our users' need for information. Packet Pg. 679 C.23.a Achievement/Measurement Plan: FY 2020: Increase awareness of changes in usage of varied formats, re- assess the use and value to our patrons of print materials as opposed to, or in conjunction with, electronic materials covering the same information, in terms of content, currency, reliability, ease of use, and cost valuation. Eliminate duplicated resources and those of lesser worth to patrons. FY 2021: Using information on current and anticipated demographic changes to re-assess progress and collection usage, continue branch collaboration to expand and enhance our collections, both print and electronic, of non-English materials a FY 2022: Assess and analyze our collections of non-print materials for �s patron usage, currency, and value of content in English and non-English languages, and adapt our ordering as appropriate GOAL: The Library will offer reference service through phone and on-site access, and expand reference services available through new technologies. OBJECTIVE: Staff will be trained in the reference process and the use of print and electronic reference sources. Achievement/Measurement Plan: FY 2020: Explore the use of smart phone technology and the potential of QR coding for reference uses; look into experience of other libraries, costs, and validity of the processes FY 2021: Promote on-going staff development, especially for new staff members, in the use of all Library databases, including the Florida Electronic Library and our Gale databases; expand our reference services through technology, such as texting, reference chat, and the Ask-a- Librarian program, at all branches FY 2022: Improve the current technology of Library resources, especially in the area of reference assistance; increase resources needed for patrons' portable devices SERVICE RESPONSE #2: LIFELONG LEARNING GOAL: Library users of all ages will find the means to continue to learn throughout their lives and to access, evaluate, and use information in a variety of formats s Packet Pg. 680 C.23.a OBJECTIVE: Resources and programming for children, both in-house and outreach, will be designed to reach a broad audience of children and their caregivers Achievement/Measurement Plan: FY 2020: Revisiting the analysis of the Children's units at the branches, establish an outline for the new Marathon Library to establish the uses, equipment, and physical arrangements of the Children's unit to determine immediate and potential future needs for collections, open space, reading space, and programs; continue in-house and outreach programming schedules to encourage all segments of our diverse communities to become enthusiastic participants FY 2021: Expand the program of system-wide collaboration for program planning and sharing of materials for children; encourage staff development in this area through webinars and workshops FY 2022: Develop a core collection of materials in all appropriate media for use by staff involved in children's programming, for availability as needed in all areas of the system, to build a broader resource for these service providers and avoid unnecessary duplication of materials and expense OBJECTIVE: The youth of Monroe County will be targeted as a part of the community not yet fully served. Achievement/Measurement Plan: FY 2020: Promote staff development to knowledgeably review the YA materials at all branches to move forward with the process of collection evaluation and development in all media, in varied languages, to enhance the appeal of the collection and physical space dedicated to the Young Adult Reader FY 2021: Prepare a plan for teen and community involvement to create a Library environment responsive to the needs of this Library audience FY 2022: Increase and enhance outreach for this Library community; encourage staff participation in webinars and workshops to hone their skills in working with this part of our community OBJECTIVE: The Senior Citizens of Monroe County will find sources of information and entertainment at the Library reflecting their particular needs and interests. 9 Packet Pg. 681 C.23.a Achievement/Measurement Plan: FY 2020: Collaborate in multi-branch efforts to set up a program of presentations geared to the interest of Senior Citizens; work with local community groups involved in similar activities and establish joint efforts FY 2021: Re-visit the Large Print and audio collections (including online materials) to weed and enhance, to meet the needs of this audience FY 2022: Increase public participation in an increased schedule of programs, classes, author presentations, arts and crafts, and similar offerings much in demand, focusing on this age group in particular a 4- SERVICE RESPONSE #3: CURRENT TITLES AND TOPICS GOAL: Patrons of the Monroe County Public Library will have access to the high- demand popular materials that they want through their local branch Library. OBJECTIVE: Branch Managers will coordinate efforts to ensure that copies of high-demand print materials are available to all patrons, while over-duplication of these materials is avoided. Achievement/Measurement Plan: FY 2020: Newly-hired staff will be trained in the use and capabilities of the ILS (Integrated Library System) Acquisitions module, using it as a tool in collection development while keeping customer need and materials budget restrictions in the forefront of collection management FY 2021: Staff involved in materials purchases will develop a system for sharing resources, such as the Automatically Yours program to maximize purchasing power while minimizing duplication FY 2022: Purchases of print and electronic materials will be analyzed and compared for cost, value of material, and desirability for patrons OBJECTIVE: The Library will use technological advances as well as traditional means as tools for enhancing Library marketing of holdings and services Achievement/Measurement Plan FY 2120: Appropriate staff will be trained in Library marketing, through webinars and workshops, to stay abreast of developments in social media and PR, and adapt our use accordingly FY 2021: Working with the County PIO, we will expand our use of social media as tools for the expansion of our reaching out to a broader patron 10 Packet Pg. 682 C.23.a base; types of social media will be studied and analyzed for suitability, usability, cost, and effectiveness; staff at all branches will be trained toward this end FY 2022: Appropriate staff will be trained in Library marketing, through webinars and workshops, to stay abreast of developments in social media and PR, and adapt our use accordingly SERVICE RESPONSE #4: LOCAL HISTORY AND GENEALOGY GOAL: The unique features of the Florida Keys will be highlighted in special collections it in a variety of formats and ephemera, and will be made more widely accessible to promote formal and informal research on all levels of interest and scholarship. OBJECTIVE: The collections of materials related to Keys History, natural history, and genealogy at all the branches will be expanded and publicized, encouraging use and enhancing appreciation of the unique nature of this island chain. Achievement/Measurement Plan- 0 FY 2020: The Florida History collections throughout the system will be analyzed by Florida History and branch staff, with a view toward broader staff training in the access and use of these collections; priorities will be established for preservation and digitization, and methods will be explored to initiate and implement this program FY 2021: Ongoing digitization of suitable materials will be promoted to increase the web presence of the collections at all branches. Our participation in DPLA (Digital Public Library of America) will be increased, to add more of our unique collection to access and availability by scholars and interested readers around the world FY 2022: Partnerships with other historical groups in the Keys will be explored to advance awareness of and appreciation for these rare materials; available technology will be utilized to expand access while maintaining the safety and protection of the collections Archival materials will receive the needed protection and treatment; indexing and cataloging of collection content will be implemented. CONCLUSION The Library serves as a constant link between the people of the County communities and their sources of business information, educational support and cultural development, and it is up to us to assist them in reaching their goals in these areas. The Library is a tool by which the community is enabled to survive, to recall its past, and to 11 Packet Pg. 683 C.23.a grow. In order to accomplish this we must look to our resources: technology has become essential for enhanced service delivery, and the Library staff, most vital to this plan, must be given the opportunity for training to enhance their skills and develop their capabilities. Effective planning for the future requires the blending of both the personal and technological elements, along with a constant review of what we are doing, how well we are doing it, and how we can do it better A long-range plan for Library services must take these factors and more into consideration—exploration and development of new ideas must be basic to our own development, but consideration and prioritizing of new offerings must precede all decisions that involve investment of staff time and funds. We have an obligation to our users, not just in what we provide for them, but in maintaining financial responsibility to �s 4- our community who supports us. Although not always specifically mentioned in the outline of activities listed above, all elements of this plan must include those three important aspects: staff training, technological advances, and fiscal responsibility. Without all three, a plan, especially a long-range plan, is incomplete and doomed to failure. It is our intent to make this plan work as it is meant to do—as a statement of our mission and our goals, and how we hope to fulfill them. That is our pledge to our County community 12 Packet Pg. 684