Environmental Scan 1999

  

A Companion to
NMRLS Strategic Plan 2000-2005
 

Prepared by the NMRLS Strategic Planning Steering Committee 

Ellen Rainville, J.V. Fletcher Library (Westford), Chair 

Pat Cloherty, Salem Public Library 

John Courtney, Haverhill Public Library 

Joe Dionne, Lawrence Public Library 

Ben Franckowiak, O'Leary Library, University of Massachusetts Lowell 

Doris Gallant, Wenham Public Library 

Sharon Gilley, Lucius Beebe Memorial Library (Wakefield) 

Camilla Glynn, Salem State College 

Greg Pronevitz, NMRLS 

Paige Roberts, Immigrant City Archives (Lawrence) 

Anne Spraker, Masconomet Regional Jr./Sr. School 

Jim Sutton, Memorial Hall Library (Andover) 

 

Copyright NMRLS 1999
NMRLS - Northeast Massachusetts Regional Library System
175 Andover Street - Danvers, Massachusetts 01923
978/762-4433 - www.nmrls.org

Contents

History of NMRLS 

Acknowledgements

Information Environment and Library Technology 

Library Staff and Profession 

The Economy 

Library Users 

Demographics 
 

  • Survey of Members


  •   

    Introduction

    We must be poised to meet the future. The NMRLS Executive Board recognized the need to identify our strategic priorities and designed an inclusive process that gave all NMRLS members an opportunity to voice their ideas. The research and survey results summarized in this document will provide planners with concrete information on member priorities and our regional environment. The vision, mission, and strategic goals outlined in the NMRLS Strategic Plan 2000-2005 are meant to guide future planning by the executive board, committees, and staff. 

    The Northeast Massachusetts Regional Library System (NMRLS) Executive Board charged the Strategic Planning Committee with planning to plan in late 1998. That Committee’s recommendation led to the formation of the Strategic Planning Steering Committee (SPSC), who recommended the plan to the board. The Executive Board is grateful to the Committee for its hard work and adopted the plan at its meeting in October 1999. 

    To craft this plan, we needed to understand the library/information and regional environment and how they might affect NMRLS and its members. A key aim of the SPSC was to give an opportunity to all members to provide input to the process. Our information gathering process involved 13 visioning sessions with members, a printed and online survey, and research by Committee members and consultants. The results of the Committee's research and survey are presented below. The vision and strategic goals presented in the NMRLS Strategic Plan 2000-2005 reflect the SPSC's analysis of these results. The information summarized in the Environmental Scan 1999 was critical to the decision-making process of the Committee. 

      

    NMRLS History 

    NMRLS was incorporated in 1997. The evolution and planning process to create the organization took several years and significant effort from many librarians and library media specialists in the region. The formation of NMRLS grew out of a year-long strategic planning process by the Massachusetts Board of Library Commissioners.(1) The plan called for the creation of four new regions where the former Eastern Massachusetts Regional Library System existed. This allows NMRLS members to continue and expand upon a 30-year tradition of cooperation in northeast Massachusetts. 

    The NMRLS Interim Planning Committee worked hard and thoughtfully to form the organization and create its initial plans of service. Future plans of service can now incorporate what we’ve learned from this process. 

      

    Acknowledgements 

    The NMRLS Executive Board extends its thanks to those contributed to the plan. 

    • Over 100 members who participated in our visioning sessions
    • 130 member respondents to the Survey
    • NMRLS and Massachusetts Board of Library Commissioners staff who contributed opinions and data.
    • NMRLS Strategic Planning Steering Committee members (listed on title page)
    • Strategic Planning Committee members who outlined the plan and recommended this process:
    Pat Cloherty, Salem Public Library 

    Tom Edmonds, Andover Historical Society 

    Deirdre Hanley, Reading Public Library 

    Jim Sutton, Memorial Hall Library (Andover) 

    Greg Pronevitz, NMRLS, Chair

    • Our consultants on the project:
    David Burnham, Burnham Rosen Group 

    Marshall Keys, MDA Consulting 

    Deborah Wallace, MDA Consulting 
     



      

    Environmental Scan

    The SPSC scanned the environment in a number of ways. Committee members and consultants facilitated 13 visioning sessions. Over 100 participants contributed their opinions and ideas during these meetings. The Committee and consultants designed a survey instrument which allowed staff in all member libraries to contribute by mail, fax, and on the Web. The 130 respondents included 15 percent academic libraries, 41 percent public libraries, 36 percent school media centers, and 8 percent special libraries. Our consultants scanned the information environment and presented a summary of their findings. Members of the Committee researched relevant topics and contributed the results. 

    Findings 

    We asked NMRLS members, "What keeps you up at night?" Many responded, loud and clear, "Keeping up with changing technology, funding, and staffing issues!" Members told us that the most important future opportunity for NMRLS is to provide leadership, information, and support to members in the transition to new technologies. Electronic reference databases, continuing education and training programs, and delivery service stand out as NMRLS' most important strengths and services. 

    The Information Environment and Library Technology 

    Libraries depend on rapidly-changing, costly technology to provide information services. Staff need ongoing training and updates to keep up.  Private industry has a strong interest in providing information services in multiple formats. Not all commercial information providers are unbiased, and reliance on these companies may encourage uncritical use of biased information.  If libraries fail to provide public access, commercialization may increase the gap between information haves and have nots.   If patrons abandon libraries for commercial information resources, support and funding for libraries could erode, unless a virtual presense of libraries in the home and at the workplace becomes a standard access point for patrons. Other questions loom about public policy issues surrounding information retrieval such as liability and copyright issues in our rapidly changing electronic information world. 

    Library service vendors face competition from end-user services too. They view consortia like NMRLS from different perspectives. Some see group purchasing as a plus when they can make a sale to one organization with only one contact and keep administrative costs down. The lengthiness of negotiations and the sales process, however, are negatives when they delay purchase decisions by individual members. 

    When consortia act mainly as a buying group to reduce prices, service may suffer. Some vendors have cut corners in coverage and production to meet price competition. Consortia without an overall view toward member benefits may not provide adequate access to training and support. 

    The budget cycle in many libraries can cause problems. Some vendors see libraries moving too slowly to adapt to the latest technology as a threat and libraries may lose ground to other constituencies. 

    Library Staff and the Profession 

    There is tremendous excitement in the information world and the rapid growth of information resources makes librarians even more necessary. NMRLS will help libraries translate this excitement into recruiting and successful ways of telling our story to library funding agencies. 

    We face a number of challenges. Library staffs are aging. The Occupational Outlook Handbook states that many librarians are reaching retirement age. While slow job growth is predicted, some positions are difficult to fill in our region. There are often several openings for children’s librarians and some library media specialist positions go unfilled for lengthy periods. Paraprofessionals often find master’s programs too expensive or located too far away, preventing them from developing their careers. Librarians' salaries are low. The national average starting salary has just reached $30,000, according to Library Journal, while locally it can be even lower in a region with an above-average cost of living.  Young people rarely see library work as a dynamic career choice, or one that will pay back on school loans.  Many libraries need assistance in funding competititve salary scales and recruiting the qualified people they need to be successful in these changing times. 

    Graduate library education is changing. Library school deans see the need for both the nuts and bolts of librarianship as well as instructional skills, customer service, flexibility in the face of change, and the expectation of a lifetime commitment to continuing education. 

      
    The Economy 

    The regional economy has been growing since a severe decline in the early '90s. Many residents are enjoying prosperity, real estate values have been rising, and unemployment has reached record lows. New homes and businesses are blossoming along the I-495 outer belt much like the inner belt development in the '80s. This booming growth is not expected to provide direct tax benefits to towns because the cost of infrastructure and services exceed the tax revenue. Regional financial growth does not filter down directly to libraries. Public and school libraries are hindered by Proposition 2 1/2 and other state and local tax statutes that require strong local buy-in to increase budgets. Some libraries have not caught up to where they were in the '80s before the economic downturn. Our special and academic library members never have an easy road to sufficient budgeting either. 

    The Commonwealth, through the Massachusetts Board of Library Commissioners (MBLC), is helping. Funding for multitype regional systems has provided some services to school library media centers and other libraries which would otherwise have been unaffordable. Our multitype nature brings a host of opportunities that will allow many libraries to benefit from success in other regional libraries. MBLC is continuing its efforts to bring growth to public library construction funding and state aid. 

      

    The Massachusetts and national economies have been cyclical over the past 20 years. If trends continue, we cannot expect the current growth to continue forever. How can NMRLS and its members brace for a change for the worse and the possible negative impact on libraries? 

      

    Is the regional reliance on the financial services sector a threat? An October 1998 report in The Financial Times reported that the Massachusetts population was above average in mutual fund investment and that 12 percent of state's earnings are in the financial services sector versus eight percent nationally. (3) 

      
    Library Users 

    Library users are changing. A large proportion feel just as harried as library staffs. They barely have time to visit the library. Students don’t have time in their schedule to use the library media center at school. Many people spend two or more hours each day commuting. Others have a second job. 

    A growing number of users take advantage of remote access to services. Some non-users believe "everything" is on the Internet. How can we help them use these resources wisely when they are not in the library? Others see the printed page being replaced by electronic resources. Our forecast for 2005 envisions a continued strong need for books and periodicals. 

    The public perception of the library has many facets. Overall, libraries are supported and trusted institutions. However, the integration of technology make some users feel that the library is too far ahead or to far behind the times. Change from the traditional roles may confuse or dilute public loyalty. How can libraries retain user loyalty and support when patrons don’t have time to stop in? (4) 

      

    Demographics 

    Between 1987 and 1997 the number of Commonwealth residents over age 45 has increased by more than 12 percent while the total population is up only three percent. Other population growth ranges are ages 35 – 44 at 21 percent and 5 – 14 with an increase of over 17 percent. We need to prepare to serve growing numbers of an aging population and young adults while the population aged 15 – 34 is decreasing. 

    Over the next 40 years there is an expected $10 trillion in inheritance and wealth transfer to be passed on nationally. Libraries must tap into this source of contributions. (5) 

    We are becoming more diverse. According to the US Census Bureau, the percentage of non-Hispanic white people in Massachusetts will decrease from 85 to 80 percent between 1995 and 2005. By 2025 the percentage will decrease to 70 percent. Some writers believe low birth rate in developed countries and increasing immigration will be the key factors in our future globalized economy. Member libraries have responded to immigration by offering English as a second language, foreign language collections, and outreach programs. 

     


     
     
    What Changes are in Store for 2005? 

    The information world is rapidly changing. The amount and number of formats of information will continue to grow. The electronic book is seen as a threat by some librarians as videos were in the past. Integration of innovative services could increase library use. The vendors of library services are being bought and sold time and time again. 

    Time demands among patrons is strong in several ways. Some will want "on-the-spot" answers or document delivery.  Parents may not have time to visit the library or may depend on the library staff to supervise their children. Employees in organizations with libraries may attempt to be self-sufficient in obtaining information and circumvent the library. Growing opportunities for distance education will change the role of the campus library. Demands on school library media centers will continue to grow as state curriculum standards force curriculum changes, while budgets for materials and staff are held at levels minimally accesptale to accreditation requirments. 

    The only constant is change. Librarians in our region are highly qualified to continue meeting user needs and NMRLS is prepared to play an integral role in this ongoing process. 

      



      

    Survey of Members

    The strategic planning survey asked members to prioritize their opinions about NMRLS. The following results represent top survey responses to six questions. 
     
    NMRLS Strengths

    Members identified the following items as NMRLS' most important strengths. 

    • Continuing education and training programs
    • Electronic databases
    • Access to collections of NMRLS member libraries
    • Delivery service
    • Funding from the Massachusetts Board of Library Commissioners
    • Knowledgeable staff
     


     
     
     
    NMRLS Weaknesses

    Members chose three weaknesses as most important: Limited funding sources, difficulty in clarifying the role of NMRLS and other organizations, and the challenge of establishing consistent policies. 

     
    Threats to NMRLS

    Three priorities were clear on this topic: 

    • Loss of funding
    • Changing role of libraries
    • Speed and range of changing technologies
    What Services Would Most Impress your Users?

    Immediate access to computers was the highest priority in answer to this question followed closely by 24-hour turnaround for filling ILL requests. Round the clock service and the competent and undivided attention of library staff were in the next level of member priorities. 

     
     
    Most Important NMRLS Programs

    Four priorities emerged: 

    • Continuing education and training programs
    • Electronic databases
    • Interlibrary loan and document delivery
    • Delivery service

    The Region, Membership, and Communities

    The Membership as of September1999

    13  Academic Institutions 

    33  Special Libraries 

    54 Public Libraries 

    196  School Libraries 

    296 Total Members 

    Click to link to membership list
     
    NMRLS Members by Type, Population, and Per Capita Income

    The Membership and Communities (7) 

    The Committee recognizes the diversity of the towns which make up our region. While communities are defined by the Department of Revenue in seven categories, e.g., urbanized centers, residential suburbs, and rural economic centers, we have segmented the region into communities of three major types to show significant differences in population and per capita income trends. Many NMRLS communities are small, a small number of communities are urban, the largest part of regional population is in the middle communities, and some communities reflect multiple characteristics. One similarity runs across all communities—things are changing. 

    NMRLS communities include: 

    • 20 Small Towns with populations under 10,000.
    • 25 Medium Towns with populations ranging from 10,000 to 48,000.
    • 9 Urban Centers based on the category established by the Dept. of Revenue with population ranging from 29,000 to 101,000.
    • A total of 54 communities with population of 1,207,453.
      
      
    Small Towns
    Community
    Population
    Per Capita Income
    Dunstable
    2,585
    20,059
    Essex
    3,368
    19,211
    Nahant
    3,782
    22,724
    West Newbury
    3,871
    20,450
    Wenham
    4,423
    21,781
    Carlisle
    4,599
    36,387
    Rowley
    5,196
    18,130
    Manchester  
    by-the-Sea
    5,357
    29,417
    Groveland
    5,610
    20,038
    Middleton
    5,624
    19,933
    Merrimac
    5,670
    16,327
    Newbury
    5,985
    19,917
    Topsfield
    6,098
    27,375
    Georgetown
    7,054
    17,571
    Salisbury
    7,093
    14,455
    Hamilton
    7,487
    21,269
    Rockport
    7,580
    19,882
    Littleton
    7,695
    19,560
    Boxford
    8,550
    30,634
    Tyngsborough
    9,800
    16,633
    Total
    117,427
      
     
    Medium Towns
    Community
    Population
    Per Capita Income
    Lynnfield
    11,232
    26,193
    Ipswich
    12,352
    20,175
    North Reading
    12,919
    19,100
    Swampscott
    13,676
    25,576
    Amesbury
    15,784
    15,423
    Newburyport
    16,558
    19,008
    Winthrop
    17,305
    17,850
    Westford
    18,642
    21,878
    Wilmington
    19,874
    17,275
    Marblehead
    19,973
    30,615
    Stoneham
    22,131
    18,220
    Reading
    22,956
    21,074
    Burlington
    23,493
    20,374
    North Andover
    24,283
    22,957
    Danvers
    24,467
    18,776
    Wakefield
    24,756
    19,009
    Saugus
    26,223
    17,781
    Melrose
    27,426
    20,202
    Dracut
    27,769
    16,508
    Tewksbury
    28,644
    18,224
    Andover
    30,891
    26,327
    Chelmsford
    33,484
    21,814
    Beverly
    38,596
    18,436
    Billerica
    38,861
    16,395
    Peabody
    48,365
    17,002
    Total
    600,660
      
      
    Urban Centers
    Community
    Population
    Per Capita Income
    Gloucester
    29,267
    16,044
    Everett
    35,006
    14,220
    Salem
    38,008
    16,155
    Methuen
    41,029
    15,598
    Revere
    41,761
    14,723
    Haverhill
    53,952
    15,464
    Lawrence
    68,807
    9,686
    Lynn
    80,563
    13,026
    Lowell
    100,973
    12,701
    Total
    489,366
      
     
     


     
     
    The MBLC collects a wide range of data on public library activities. The chart (above) illustrates eight years of funding and staffing trends in public libraries in the northeast region. It is interesting to note that while average operating budgets increased steadily in small libraries, they were less consistent in medium and urban libraries. 

      

    Income 

    Per capita income varies between types of towns. Income tends to decrease as the size of the population increases as illustrated below. 

      

    Ethnicity 

    There is a tendency for wider ethnic diversity in urban centers when compared with other communities. While eight of our nine urbanized centers had non-Hispanic white student percentages ranging from 15 – 82 percent, no small or medium town had less than 89 percent in this category. 

    Many of our communities reflect growing immigration trends. When asked about strategic planning issues one media specialist wondered what ethnicity the next wave of immigration to his city would be. 

    These changes will affect users in public libraries, K-12 students, employees in organizations served by special libraries, and academic library patrons. Massachusetts ranks fourth nationally in the number of foreign students in our institutions of higher education. 

    How can libraries prepare to meet the needs of our changing users? 

      


      

    Bibliography and Notes

    1. A Strategic Plan for the Future of Library Services in Massachusetts, Massachusetts Board Of Library Commissioners, Approved July 8, 1993. See the publications area of the MBLC Web site -- http://www.mlin.lib.ma.us.
    2. Econbase: Time Series and Forecasts available via NMRLS' subscription to Dialog@CARL -- http://dialog.carl.org:3007/ contains a broad range of econometric time series covering subject areas such as state population figures by age group and unemployment rates.
    3. The Benton Foundation has done a number of studies on public opinion related to libraries. Information is available at http://www.benton.org/Libraries/.
    4. The Financial Times reported on October 15, 1998 (page 3 (1)) that the state’s economy is the most exposed of any to equity movements in an article, "Massachusetts shivers as bears come back to market."
    5. Julie L. Nicklin cites studies that baby boomers are expected to inherit over $10 trillion by 2040 with most of this wealth transfer taking place between 2000 and 2035 in her article "College Fund Raisers Prepare for Historic Transfer of Wealth" from the November 3, 1995 issue of The Chronicle of Higher Education (page A46 in the Business & Philanthropy Section). While much of this wealth is centered in a small number of families, academic institutions are advised to set up planned giving programs which could eventually result in significant gift income.
    6. The US Census Bureau Web site -- http://www.census.gov includes national and state population projections by many categories, e.g., age and ethnicity.
    7. The Commonwealth of Massachusetts, Commonwealth Communities Web site – http://www.state.ma.us/cc/index.html, includes a great deal of demographic and economic information about communities in Massachusetts. While some information is dated, i.e., population figures are from 1996 and per capita income is from 1998, trends can be monitored. These data were used for several charts and other statements about NMRLS communities in this document.