The core of a library technology plan is the needs assessment portion of the plan. This section addresses the critical question of what specific technologies and telecommunications infrastructure will be needed to realize the library's technology vision, as derived from the overall institutional mission statement. Every library should understand what resources will be needed to fill the expectations of patrons and staff.
If you are an E-rate applicant, understanding the needs and completing an assessment is a requirement.
As stated in the E-rate technology planning requirements of the Universal Service Administrative Company:
"The plan must include an assessment of the telecommunication services, hardware, software, and other services that will be needed to improve education or library services."
A crucial first step in preparing a technology needs assessment is to create an inventory of the technology assets that your library already has. This helps to better answer the question of needing additional resources. There are several ways to do this:
- If you already track a technology inventory in a spreadsheet, database, or other document, you can simply extract the relevant information from there for inclusion in your technology plan.
- If you do not already have a local inventory, consider using the inventory functions in TechAtlas, which include tools to build inventories of:
- Computer networks.
- Individual computers and their installed hardware and software.
- Printers and other peripherals.
- Internet connectivity, including e-mail and web services.
- Telecommunications assets, including phone service and telephony equipment.
- Leased database subscriptions.
- If neither of the above solutions are practical for your own library's specific situation, or if you just prefer to build your inventory using a manual form, here are a couple of great resources for obtaining templates that you can adopt for local use:
- A Technology Assessment Form provided by the State Library & Archives of Florida.
- TechSoup's extensive Technology Planning Worksheet.
The second step is to figure out how you are going to figure out what is needed in the library. You can conduct a needs analysis from several different perspectives and using different tools. Whether you are looking at staff or patron technology needs, the data collection tools can be simliar.
- Interviews with patrons and staff to see where gaps or needs exist.
- Focus groups that meet to discuss the future of the library.
- Technology planning team brainstorming sessions.
- Surveys of the patrons and staff.
The needs assessment isn't the time to determine exactly what products you need to purchase and install, rather to clarify where gaps exist that can be met with technology. For example, if staff report that the patrons complain about the sign-up process for using public access computers and that staff members at the desk are spending hours a day regulating computer use, then a result of the needs assessment could be that the library investigate time management and reservation software for the computers. The need has been established, so now the library can pursue looking at the feasibility of implementing this type of project.
As part of the technology plan - keep track of how the library conducts and collects data as part of the needs assessment. This is especially important for E-rate applicants as this is a requirement of the planning process.
