HomeMy WebLinkAbout1995-10-18; Library Board of Trustees; MinutesM I N U T. E S
MEETING OF
TIME OF MEETING: 3:OO p.m. UATE OF MEETING:
PLACE OF MEETING:
LIBRARY BOARD OF TRUSTEES
October 18, 1995
Clty Council Conference Room
CALL TO ORDER:
President Moss called the Meeting to order at 3:OO p.m.
ROLL CALL:
Present: Library Board Trustees Moss, L'Heureux and Woodward. Library Board Trustee McCann
arrived at 3:05 p.m.
Absent: Library Board Trustee Curtin.
Also Present: Cliff Lange, Library Director
Geoff Armour, Assistant Library Director
Barbara OWell, Friends of the Library
APPROVAL OF MINUTES:
On motw by Board Trustee Woodward, the Minutes of the Regular Meeting held September 20,
1995, were approved as presented.
AYES: Moss, L'Heureux and Woodward
MONTHLY LIBRARY DIVISION HEADS REPORT
President Moss referred to the reports contained in the packet, and asked for comments or questions.
Board Trustee CHeureux inquired about the head start parents item in the Adult Learning Program in
Carlsbad. Dr. hge stated this was at the Pine Street School and he will check whether Carlsbad is part
of the head start parents program.
President Moss stated that head start will probably not last and wondered whether that hrnding might help
with the Literacy Program. Geoff Armour will check into the organization of that session and who
organized it.
Board Trustee L'Heureux asked about young adults and what is the age limit. Mr. Amour said that it is
at the junior high level. Dr. hge stated the State Library sponsored the forum and this h a very critical
age for children and is the place where you lose them as far as use of the library. Mr. Armour said that
hen they get to the teens, they don't want to be associated with 'kids'. Dr. Lange added that it is a major
factor to have books in the home from the time the children are six months old and to have the parents
read to them.
0cd:c)r 18, 7 ci!5 UBRARY BOARD OF TRUSTEES Page 2
MONTHLY UBRARY DIVISION HEADS REPORTS: (Continued)
In response to query regarding a Library Technician in the Children's Area for nights and Saturdays, Mr.
Armour stated that there has not been anyone available to supervise in the evenings and Saturdays.
Or. Lange stated there was an error on the Children's Services Report in the sixth paragraph. The Summer
Reading Program includes San Diego, Imperial, Oranae and Riverside Counties, with Orange being the
change made in the report.
Board Trustee Woodward asked for an update on the technical services report software. Or. Lange stated
this was purchased from Inlex, which allows the library to go into the data base and make special lists of
materials. New lists were handed out at the last Board Meeting.
LIBRARY BOARD COMMENTS
President Moss welcomed Board Trustee McCann to the meeting.
LIBRARY STRATEGIC PIAN UPDATE
Or. Lange referenced the printed version of the Strategic Plan and added that he is very pleased with it.
He said that staff continues to work on developing the action plans, and the staff survey response team
is hard at work to plan a customer service desk at the front of the building and revised closing procedure.
Other team heads are in the process of trying to select people for the teams. Or. Lange said that some
of the strategies Qverlap and appear under several goals. He said that one big item iri the restructuring
is combining t!e circulation operation with the reference operation to make a public services division.
President Moss congratulated all the staff members who followed this project througn to the end and said
she hopes it becomes a valuable tool.
Geoff Armour stated that some of the wording may need to be changed in the Library Mission X4
statement, as it now reads: Provide services that help members of the community overcome limits to
library use.
President Moss stated that the City Officials will get copies of this Plan and she wondered whether they
will study it closely. Or. Lange stated he had already had a note from Council Member Kukhin praising
the Strategic plan.
REPORT ON UBRARY OPEN HOUSE FOR CARLSBAD UNIFIED SCHOOL DISTRICT TEACHERS
Geoff Armour referenced the report included in the packet and stated they felt it was not only wetul, but
very successful. He said they had thought the teachers would go to the library for a hnds on' session,
but the meeting was so long that only about six or seven out of the 51 went up to the library. Also, he said
it is very ditficult to try to do anything when the library is open, due to the number of patrons there. The
ideal situation would be to get the teachers there before the library opens and have the entire meeting
there. Mr. Armour said the one known factor is the need for the teachers to coordinate school class room
assignments with the library. Too frequently, an assignment is made, and the first one or two students to
get to the library get all the materials and the rest of the class cannot find any. If the library knew ahead
of 'time about an assignment, they would be prepared. Mr. Armour said all the teachers are interested in
the new technologies.
c
October 18.1995 LIBRARY BOARD OF TRUSTEES Page 3
REPORT ON UBRARY OPEN HOUSE FOR CARLSBAO UNIFIED SCHOOL DISTRICT TEACHERS (Continued)
_- Mr. Armour said they kept emphasizing to the teachers that they need to help the library, too, SO there is equal information back and forth. -
LIBRARY COFFEE CART UPDATE
Or. hge said that RFPs were sent to 20 companies, and there was a meeting last Monday at 8:Oo am.,
in the library atrium. Seven companies showed up at that meeting, and he referred to the memorandurn
from Purchasing Officer Ruth Fletcher. During that mandatory site visit, several of the vendors expressed
concern over the limited length of the renewal periods. They felt that six months with two renewal periods
of six months each was not adequate. The recommendation was made to change the length and number
of renewals from two (2) six-month periods to three (3) one-year periods. The City can terminate the
contract with 60 days advance written notice.
ACTION: On motion by Board Member Woodwerd, the Library Board of Trustees accepted the addendum proposed for the coffee cart proposal to change the length and number
of renewals from two (2) six-month periods to three (3) one-yew periods.
- AYES: Moss, CHeureux. McCann and Woodward
REPORT ON STATE Ll6RARY WORKSHOP FOR UBRARY DIRECTORS
Or. Lange reported on the workshop which was held in Sacramento. He reviewed several items that were
presented at the Workshop. He suggested the Trustees read through the material at their leisure. Or. Lange comm~er,;ad that State revenue is now up somewhat and hopefully there will not be budget cuts.
President Moss requested this item be placed back on an upcoming agenda for further discussion.
RESTRUCTURING TASK FORCE RECOMMENDATIONS
Dr. Lange said he now has copies of the complete document and would recommend that ttre Board
Members read the material and then this item be placed on the agenda for discussion.
President Moss stated this item will be continued until the next meeting.
STATUS OF PROPOSED LIBRARY FOUNDATION
Or. Lange referred to the memorandum from Financial Management Director Jim Elliot! to the City Manager
dated October 13,1995, with regard to a foundation for the support of quality of life programs.
. .^
President Moss stated this item will be on next month's agenda
October 18, 1995 LIBRARY BOARD OF TRUSTEES Page 4
DIRECTOR'S REP0 RT
Dr. Lange reported that staff is now on the Internet, and one of the goals is to get public access. He said
that through grants the north county libraries could be tied together as far as access to the catalogs. She
said that the equipment that the grant money would purchase would be for Internet also. Dr. Lange stated
that railings have been installed next to his office and the public telephone areas so people do not fall.
Work has been done in the atrium and the landscaping will be reworked. The California Library
Association Conference will be November 10 to 13, in Santa Clara. San Diego County has a new Librarian,
Mary Crouch. Dr. Lange gave a speech to the Kiwanis Club Tuesday morning, and he was presented with
some books. Lynda Jones is working on a matching grant for the Literacy Program and that wiil be on
the agenda next month.
Dr. Lange referred to the Rules of Conduct included in the packet, and stated they will be available in all
areas of the library.
FRIENDS OF THE LIBRARY:
Barbara Otwell reported that the flamingo dancers were a sell-out performance and the Friends and Arts
Associates both made approximately $600. She stated that there needs to be a sign at the path by the
library that says Arts Office, as people do not know where it is.
GENEALOGICAL SOCIETY:
No report.
SERRA ADVISORY BOARD:
Board Trustee Woodward reported that Serra, through a Serra System Advisory Board Grant to the Desert
Valley Library Media Association of Imperial Valley, California, printed a new brochure that shows the library
services available to the general public from the different facilities in the Imperial Valley Community.
Copies of "The Directory of Libraries" is available to other Serra members.
Serra's Reference Committee is having a local business Information and Referral Workshop on November
1, 1995, at the Mira Mesa Branch Library; rescheduled from October 25th. The Serra Internet Training at
SDSU will be repeated in January 1996.
PUBLIC COMMENT:
None.
ADJOURNMENT:
By proper motion, the Regular Meeting of October 18, 1995, was adjourned at 4:15 p.m.
karriett Babbitt
Minutes Clerk
ADULT LEARNING PROGRAM
Monthly Report
September 1995
- 1. International Literacv Dav Publicity
On September 6, the Blade-Citizen carried two articles about International
Literacy Day celebrations and local literacy programs. One of the articles focused
on learners and tutors in the Adult Learning Program and carried quotes from
three program participants. The article resulted in several calls from potential
learners and tutors.
- 2. Emblem Club Awards
In 1994, the Oceanside Emblem Club established an annual scholarship for an
adult learner in the Adult Learning Program to pursue a college degree or
vocational certificate. Because of this work, at the national Emblem Club
conference held in September, the Oceanside Emblem Club was presented with
the National Literacy Award and the Supreme Emblem Club Traveling Trophy for
Community Service in Literacy. Library staff member Jeanne Osburn was
president of the Oceanside Emblem Club. during establishment of the scholarship
and received the awards on behalf of the club.
3. Computer Lab
Volunteer Randy Scott installed a fourth computer, purchased with matching
State funds, in the computer lab. Particularly in the evenings, this will help meet
the demand for computer-assisted instruction.
4. WrItinP Class
The second 10-week writing class began on September 19. Six adult learners and
two tutors are working together, writing journals, reading and discussing
newspaper articles, and improving mechanics such as spelling and punctuation.
- 5. Tutor Training
On September 13, five new tutors and one experienced tutor were trained to tutor
using the program’s core curriculum and the computer lab.
- 6. Learner Orientation On September 21, seven potential learners attended two Learner Orientations
conducted by experienced learners in the program.
- 7. Head Start Parents
Coordinator Lynda Jones met with representatives of other North County adult
literacy and education programs on September 26 at the Head Start offices in San
Marcos. This office oversees the Head Start programs in Oceanside, San Marcos,
Vista, Fallbrook, Rincon, and Valley Center. Head Start and the literacy
programs will be working together to provide adult literacy services for parents of
Head Start students.
Adult Learning Program
September 1995 Page 2
st BudFet ReDorts to State Library
The final budget report for the library’s 1994/1995 California Library Literacy
Services (CLLS) grant was submitted to the State Library. Also, in preparation
for the 1995/1996 CLLS grant cycle, a certified copy of the Adult Learning
Program’s 1995/1996 budget was submitted to the State Library.
- 9. Braille Institute
On September 27, Braille Institute’s Low-Vision Screenings were held at the
Adult Learning Program. Temporarily, a Braille staff member from Orange
County is conducting the screenings until a new staff person can be trained in the
San Diego office.
- 10. Vacations
Program Assistant Anita Stafford was on vacation September 5-8, and Program
Coordinator Lynda Jones was on vacation September 18-25.
CARLSBAD CITY LIBRARY
CENTRO DE INFORMACION
Monthly Report
September 1995
1. Centro de Informaci6n Newsletter. Over 1400 copies of the September/October issue
of the Centro de Informacidn newsletter in English and Spanish were distributed in the
community during the second week of September.
2. Adult Promammine. On September 14, the Head Start program held its first
monthly parents’ meeting for the school year 1995/96. The meeting was followed by a
presentation explaining the partnership between the library’s Centro de Informacidn and
the Head Start program and suggested ways parents can help their preschoolers to
develop a love for reading. This presentation was conducted by Centro Supervisor
Lizeth Simonson, who also gave information to the group about the Centro and the
Main Library services and children’s programs. Centro brochures were handed out.
The Spanish Literacy group met eight times during the month of September.
In celebration of Hispanic Heritage Month, the adult students put on a program during
which they read selections about Mexican history and read their own writings. Centro
staff members Lizeth Simonson and Olivia Reyes were special guests at the program, and
the teacher and students thanked the library for making their literacy class possible.
3. Children’s Promammine, Centro de Informacidn resumed the bilingual storyhours
on Wednesdays and Thursdays. The two Wednesday morning bilingual storyhours are
for preschool age children and the Thursday afternoon one is for all school-age children.
The Sewing Club also resumed their meetings in September and met four times this
month.
4. Tour at the Centro. On September 14 and 21, four groups of children (two each
day), from Jefferson Elementary School had a tour at the Centro. Centro Supervisor
Lizeth Simonson read a bilingual story and showed the students the materials available at
the Centro. The teachers took Centro brochures and library card applications back to
the school to help the children get their library cards. Parent volunteers were also
present during the tour.
5. Communitv Outreach. On September 14, Centro staff member JosC Maldonado
participated in the Buena Vista School Open House, and, at the same time, Centro
Supervisor Lizeth Simonson participated in the Jefferson School Open House. During
that evening at both sites, the Centro staff were welcoming the parents and students at
the schools’ libraries. They were also handing out Centro brochures and library card
applications.
Centro de Informacidn
September 1995
6. Teacher ODen House. On September 21, an Open House for teachers from the Carlsbad Unified School District was held in the City Council Chambers. Several staff
members from the Main Library and Lizeth Simonson from the Centro made
presentations about the resources available for teachers and students at the Carlsbad
libraries. There was a question-and-answer session after the presentation, and a tour in
the Main Library.
7. Staff Charwe. On September 25, Centro staff member Olivia Reyes was notified she
had been selected by Oceanside Public Library to fill a hlltime Library Assistant
position, primarily in the Children’s Department. Olivia will begin work there on
October 10. Olivia is one of the original Centro de Informaci6n part-time staff members
hired in April 1991. Her involvement at the Centro motivated her to pursue a career in
library work, and she has been consistently taking library science classes at Palomar
College. The Centro is very proud of Olivia’s achievement, though she will be missed
very much. Plans are being made to recruit and hire a new staff person for the Centro.
8. Fax Machine. Using Partnerships for Change grant funds, the Centro was able to
purchase and install a fax machine the end of September. The fax machine number is:
434-0954.
CHILDREN ' S SERVICES DIVISION
MONTHLY STATEMENT
SEPTEMBER 1995
Not only are the schools back in session, but the Children's Division is being used
heavily during school hours by families with preschoolers, private school classes,
off-track students and home schoolers. Reference questions almost topped 2,000 and
circulation for the month was just under 19,000.
September marks the return of our regular school year programming including Storycraft
and Tuesday Storyhours. Prime Time Club will resume next month. Grandparents Storytime
and Wednesday Storytime had sessions through the summer except for a brief break
during August, but both have had increases in attendance this month. Due to Storycraft's
popularity, we now have two sessions.
Bedtime Storyhour is back.
division has had so many requests that schedules and personnel have been juggled
around to make it possible to do again.
enthusiasm was high and, no doubt, it will grow to it's past popularity once more.
New rules on overtime made it difficult to do, but the
Attendance was low at the first one, but
A special program this month has been the start of a series of Library Skills
Workshops for grades 4 through 6.
the mysteries of library classification, research skills and the on-line computer.
A group of very eager students have been learning
As part of the planning process'for the new library, library personnel met with local
school representatives in the educational Focus Group. One of the ideas that came
out of this was a library Open House for teachers and administrators. This event was
a tremendous success and has shown results in increased cooperation between the schools
and the library.
Planning has already started in the Serra Children's Services Committee for the summer
program for 1996. The working theme is "Camp California" and will feature the great
outdoors. There is a possibility that Los Angeles County libraries will join in the
cooperative arrangement for Summer Reading Program that already includes San Diego,
Imperial, Santiago and Riverside counties. All of this would once again be financed
by Wells Fargo, as a major sponsor.
A state forum was held in Chula Vista as part of a push to increase YA services. This
was attended by the Children's Library Assistant. It is hoped that there may be state
grants in the future to aid staffing, facilities and collections for young adults.
COLLECTION DEVELOPMENT AND ACQUISITIONS STATISTICS REPORT September 1995 Current Month Fiscal
Items Received B &I T * Direct PMSC Total to Date
Books - Adult
Year ......................................
-------------- ................................................
Main 577 87 664 1 587
Branch 19 4 23 164
Centro 0 0 0 45
687 1,796 subtotal 596 91
Books - Children
Main 62 35 Branch 1 0
Centro 0 21 subtotal 63 56
97 560
1 89
21 188
119 837
Audio - Adult 76 42 118 416
Audio - Children 2 167 169 207
Video 22 24 45 91 361
Total Received 759 380 45 1 184 3 617
B & T = Baker & Taylor PMSC = Professional Media Services Corporation
Genealogy - Local' History
HOLDINGS :
Statistics Fy 1995 - 1996 September
Current Month Additions
Total
Additions Current EY
Total
Holdings
Total Holdings Last FY
33 , 261
43 ,044 Ti t12s Volumes
145 222 33,406
43 .. 266
65
I04
Cataloged in INLEX Description of holdings: Titles Volumes
Non-Circ. ,15 I 785 Circ. 86 I Microform 15 242 Total 31 , 888
12 I 263
86 1
19 , 287
3,258
Books
Books - Microform Periodicals - Bound
Books - GEN-CIRC
1,819
183
5,182
113
162
179
5 I 457
86
Periodicals - Microform Maps Microfilm (census, etc . )
Microforms added this month: CD-ROMs
Film Fiche
3 13 --
CALENDAR YEAR GOALS: Volunteer hours
Programs held
Attendance
NSDCGS book/equipment expenditures
This mnth Total calendar Year 43
4
305
36
1 ,324
$17,984.46
160 -$297.25
ACTIVITY : This
Month
This Month
Last FY 1,403 56 979 39 182 7
Total Total This FY Last FY +r -
-28 Reference questions 1 I 375
Daily average 55
Daily average 6
Researchers registered
Circulating checkout 7
Daily average * 4 I 1.60 15,433
54 52 -1
+28
+1 -
11,664 +E- 40 '509 2,1.38
-1
DISTRIBUTION OF RESEARCHERS:
City This This County
Month FY mis .
Mxltll
state . ' This This
I - mnt5 FY
Carlsbad Del Mar area
East S.D. area Encinitas area Escondido area Fallbrook Oceanside
S.D. City etc.
95-96 TOTAL SEVICES
I
.dia Graphics
I 'I I 11 i
3.2 3 ,7 18 1 I I:f i
MEDIA STATslg507
iI!
JUL AUG SEP
i
I I Non-profits/commiss. I :!;I{[
I 23 30 I ~ TOTAL 3940
JUL AUG SEP OCT NOV DEC I I
GRAND TOTAL
REFERENCE ACTIVITIES FOR SEPTEMBER, 1995
Reference questions totaled 7065 during the month of September,
a decrease of 1104. There were a total of 1952 Reserves, an
increase.of 184 over last year. Online Search Requests totaled 70,
an increase of 21 over last year. Interlibrary Loans totaled 96
items received and 63 items were sent to other libraries.
During the month of September, there were 5 Reference Skill Classes
and 2 Library Tours.
Cat lie Ahrens attended an Investment in Excellence Facilitators’
Meeting on September 5.
There was a Reference Selection Meeting on September 7: $751.00
was spent on new materials and $1 098.00 was spent on updates.
Char Kennedy attended a Library Restructuring Team Meeting on
September 11, and a Serra Reference and Collection Development
Meeting on September 13 at Coronado Public Library.
Cat lie Ahrens attended a Staff Development Meeting on September 20.
On September 21, Cal I ie Ahrens, Penny Thompson and Char Kennedy
participated in the Library’s first Teachers Open House. Reference staff
explained what services are avai table to teachers and students, the procedures for
getting these services and gave tours and demos in the Reference Department.
Cathy Miller attended Staff Implementation Team meetings in September, and
also represented Carlsbad at the InMagic newspaper indexers’ meeting held on
September 22 in Oceanside.
Technical Services Report
September 1995
In September, Technical Services staff added 764 books and 300
audiovisual items to the library's collection. A total of 642 books and 123 A-V items were withdrawn from the collection.
Patrons with computers used the dial-access catalog 372 times in September. We have upgraded the modems on the three telephone lines used for dial-access, so patrons can now call in at 9600 baud. The older modems were only 2400 baud. Main Street usage was 88.
Using the Reporter software mentioned in previous months' reports, we have now run lists of new fiction, nonfiction, audio
cassettes and compact disks, and videos. The printed lists are
available adjacent to the relevant collections, so patrons browsing in each area will be more likely to notice them.
Strategic plan
In 1994, the Carlsbad Citj7 Library Board of Trustees and staff began a strategic planning process
designed to carry the library forward into the 21st century Over the course of a year and a half,
staff met to consider the issues and ti) learn from each other, the business communit?; educators,
students, the handicapped, nun-English speakers, elected officials, and both library users and
non-users. In developing a vision for the future, staff began by asking who their customers are
now arid how these customers and their needs will change in the future; how the library is unique
in what it does; and how the community will be impacted by library services.
This plan is about change, identifying forces for change and taking charge to create a desired
future. It is a proactive plan that explores new ideas and concepts rather than reacting to what is
already happening. It addresses what the public wants from the library and the resources required,
how staff roles as librarians will change as the public's needs and expectations shift, and creative
ways the library can provide high qualiq- service over the next five years with available resources.
After reviewing all community input from a series of surveys, interviews, and focus groups that
together reached out to nearly 1,800 people, staff and Library Board members met for a week in
June 1995 to formulate a customer-centered vision, a mission statement, core valiies, and strategic
goals. The results are outlined in this document and form a blueprint for detailed action plans
needed to meet strategic goals over the nexT five years.
CUSTOMER CENTERED VISION
Because of the Carlsbad City Library, Cadsbad residents of all ages and backgrounds . .
HI
I
I
Are part of a dynamic learning community which celebrates our shared humanity and
our rich diversity.
Participate in the information age, connecting the past to the future.
Are tolerant of different points of view and share a sense of community history.
Are economically, politically and personally empowered and enriched.
LIB WRY M ISSlO N
We ..,
I
LEI
[88
@I
E!
Provide quality information to the entire community and assure equal access to all our materials.
Create a welcoming environment with a friendly, competent staff and introduce children and
adults to the joys and rewards of reading and using the public library.
Use appropriate technologies and provide new resources to meet changing community needs.
Provide services that help members of the community overcome limits to library use.
Reach out to the community to build cooperative relationships. promoting ;L sense of
ownership in the library.
VALUES STATEMENT
Every library staff member is committed to practicing a set of essential values that represent what
we stand for. We hold ourselves accountable to demonstrate these values to our community and to
ourselves in the ways we carry out our jobs.
We are:
Cooperative
=w Competent
* Courteous * Proactive
STRATEGIC ISSUES
% We have less money to do the same or more.
%% We have not yet defined our role and responsibility as a technology user and provider.
E We need to be sensitive to a changing society and how the library fits in.
E We need a two way approach to collabordtion because we provide services to the same
populations as many other agencies and we all have diminished resources.
% In order to survive and thrive into the future, we must create an environment supportive of
change, our vision and mission.
E We will need to hire and'keep the best quality staff.
H The role of the library to provide services for those who cannot afford to purchase what the
library has to offer needs to be determined.
STRENGTHS
SWOT ANALYSIS,
Collection - materials.
Staff - talented, dedicated, creative
Pretty good budget situation.
Good support from city
management and city council.
Reputation in community.
Good locations - all three.
Technology - keeping up.
Benefit of a well run, fiscally
responsible city.
WEAKNESSES
Lack of proper staff training,
supervision and organization.
Fragmentation and territoriality
of divisions.
Failure to adopt positive approach to coping
with limitations of existing space, funding.
Lack of widespread, strong political support.
LManagement and organizational issues.
Communications.
Inconsistency in policies and operations.
Decision making delegated to divisions -
knowing when and when not to.
Lack of resources - money, staff, space.
0 PPORTUN IT1 ES THREATS
Library to become even more
outstanding institution - regional
leader.
New partnerships with other city
departments, libraries and schools.
Establish additional funding sources
and entrepreneurial efforts.
Restructuring, for more efficient
’ operations and job satisfaction.
Bring the library up-to-date with
information technology trends.
Champion the library “cause“ - free
access to many library services as a
way of preventing an information have
and have not society.
Train existing staff to do a variety
of jobs and support staff
development and flexibility.
Technology in the big picture.
The mindset (perception) that
people do not need the libI;dry
because they have their own
access.
Questioning the value of the
library.
The belief that government
services should not be provided
for free threatens fundamental
philosophies of public library
service.
As costs of resources go up,
the library falls behind and
becomes increasingly irrelevant.
If librarianship as a profession
does not change with society,
staff becomes more detached from
the community‘s and customer’s needs.
Resting on ow laurers - thinking
that we do everything right.
STRATEGIC GOALS
t% Carlsbad City Library staff sees opportunity in change, develops creative approaches and
takes action.
\& The Carlsbad City Library will increase resources and make more efficient use of the
resources we have.
Vb The public perceives the library as their relevant and accessible resource to deal with
information needs.
(6 The Carlshad City Library is :in innovator in providing new technologies to meet the
informatiun needs of our community.
coal statement
Carlsbad City Library staff sees opportunity in change,
develops creative approaches and takes action.
STRATEGIES
I TRAINING & COACHLNG
1 REWARD BEHAVIOR
I COMMUNICATIONS
1 RESTRUCTURE & RECULTURE
% HIRE & RETAIN QUALIIT STAFF
Coal Statement
The Carlsbad City Library will increase resources
and make more efficient use of the resources we have.
STRATECI ES
e LIBRARY FOUNDATION
@ REsTRucmRE
633 COMMUNITY PARTNERSHIPS
e9 TRAINING
e TECHNOLOGY
Q POLICY DEVELOPiMENT
8 PUBLIC REUTIOIVS
Goal Statement
The public perceives the library as their relevant and accessible resource
to deal with information needs.
STfWTECl ES
% POLICY DEVELOPMENT
% COLKMl,TNITY PARTNERS {IPS
F! TRAINXNG
K TECHNOLOGY
% PUBLIC RELATIONS
coal Statement
The Carlsbad City Library is an innovator in providing new technologies
to meet the information needs of our community.
STRATEGIES
3 RESOVRCE ACQUISITION
!% COMMT,TNITY PARTNERSHIPS
ka TRAINING
!a. NEEDS ASSESSMENT
!a PUBLIC RELATIONS
kl POLICY DEVELOPiMENT
MAINLIBRARY
1250 Carlsbad Village Drive
Carlsbad, California 92008
(619) 434-2870
LA COSTA BRANCH
6945, El Camino Real,. Suite 200
Carlsbad, CR 92009
6 (619) 434-2865
CENTRO DE INFORMACION
3333 Harding Street, Room 11
Carlsbad, CA 92008
(619) 729-6907
ADULT LEARNING PROGRAM
1207 Carlsbad Village Drive, Suite “0”
Carlsbad, CA 92008
’ (619) 434-2998
REPORT ON TEACHERS’ OPEN HOUSE
SEPTEMBER 21,1995
Staff presentations for teachers from the Carlsbad Unified School District were held in
the Council Chambers from 2:30 to 3:30 PM. A total of 51 teachers attended, 7 from
Carlsbad High School, 3 from Valley Junior High, and 41 from 6 different elementary
schools.
At the conclusion of the staff presentations a question and answer session was held.
Some of the more noteworthy questions or suggestions made included:
Would like a list of all the National Geographic videos available.
Would like to be able to reserve informational videos for classroom use at no
Would like to have city library staff participate in school in-service
charge.
professional growth days. More teachers would be reached this way
and there would be a lot more feedback.
Need to work together on developing new technologies that are mutually
com pati b le.
Would prefer smaller sessions tailored to specific grade levels or groupings
of grade levels.
Presentations were too general, too much of a one size fits all, for the wide
range of academic levels represented.
Need to work out a way to spend more time in the library with more hands
on experiences with new technology. Hard to do when library is open.
Need more bilingual materials for children.
Centro an invaluable resource for Pine School students.
Very interested in learning more about all the various online services.
Would be helpful to get this information into a written or videotaped format
for use with teachers at their own schools.
At the conclusion of the presentations, library staff met with teachers in the library.to
provide a hands-on experience with some of the new resources available.
Evaluations were filled out by teachers at the conclusion of the staff presentations. 32
forms were returned with 14 rating the session VERY USEFUL, 16 rating it USEFUL,
and 2 indicating SOMEWHAT USEFUL. No one rated the session NOT USEFUL.
OBSERVATIONS:
+ The 2:30 starting time was apparently too early for many teachers. 3 PM
would be better.
+ There needs to be a better way to focus information appropriate to different
+ There were many requests for specific lists of titles or subjects. + It might be more effective to develop written descriptions of services and
resources for different grade levels that could be distributed to all
teachers. + Teachers would obviously like to develop a closer sense of cooperation and
coordination of resources and would like to see more of our staff
participate in school in-service functions. + Library staff emphasized over and over the need to coordinate major
classroom assignments with city library staff so that the library can be
prepared and perhaps set up reserve collections for students needing
materials in a particular subject, + The library needs to develop more specialized lists and bibliographies that
can be distributed to classroom teachers. We now have the capability
to do more of this. + To make these sessions more effective there needs to be a way to conduct
the briefings and hands-on portions in the library, where all the
resources can be shown. This really means finding a time when the
library is closed. + In general, the session was very successful and greatly appreciated. All of
the cookies were consumed in a matter of minutes. There was general
agreement that we need to do more of this and to continue fostering a
spirit of close cooperation.
grade levels. Having K-12 in one room makes it tough to do this.
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CALIFORNIA STATE LIBRARY
LIBRARY DEVELOPMENT SERVICES BUREAU
Public Library Statistical Comparisons Data
STATUS OF CALIFORNIA PUBLIC LIBRARIES
1994/95 STATUS
1995/96 STATUS
1995196 SALARY SURVEY
NATIONAL RANKINGS
SPECIALIZED COMPARISIONS
OTHERVIEWS
WHAT DATA DO YOU MOST WANT TO RECEIVE?/NOT WANT TO
RECEIVE (OR PROVIDE?)
WHERE DO YOU WANT TO ACCESS THIS DATA?
wHERE/HOW DO YOU WANT TO PROVIDE THIS DATA
-
._ .
\ 1994/95 STATUS (Based on Annual Reports Received to 10/06/95)
Total ODerating Expenditure
About the same as 93/94 statewide; actually lower in raw dollars than in 92/93. Understandably
it’s higher in 94/95 than 89/90, so on a statewide basis and in each population grouping, this
year’s operating expenditure is making a step back in the right direction after the two previous
years of dramatic decreases.
The story is different, however, when you look at the libraries by their different funding bases.
County Property Tax and General Fund are down in all years, while cities and Special Districts
show less decline and more of a recovery.
ExDen’diture Der CaDita: sliehtly higher (essentially the same) Only $l/capita increase since
1989/90. Certainly- does not keep up with CPI.
Local Income: very flat over last 3 years. Only a very small increase over 1989/90.
SalardBenefits BudPets
Statewide and for most population groups, the current S/B are lower than either 93/94 or 92/93;
significantly higher than 89/90.
Materials Budget
94/95 Materials Budgets, both statewide and by population group, are greater than in 1993/94
and, except for the 30,000-50,000 population group, are greater than in 92/93. Reverses a
recent trend which has seen materials budgets decline in raw dollars.
Volumes Added
Materials Budget increases have resulted in increases in the number of volumes acquired, pretty
much across the board and across all years - and the increases are generally significant.
Current Subscriptions
..
The number of subscriptions, on the other hand, is generally down - across all population
groups and all years. Probably reflective of the huge increases in subscription prices.
Service Hours
These also show a continuing decrease everywhere (all population groups and all years).
1
Circulation seems to be responding to the decreases in service hours and number of staff. These
are generaly declining, particularly over the last one to two years. Prior to that, circulation has
continually increased, despite these other reductions. It appears that the cumulative effect of the
continuing resource decreases is now having a significant impact on the services that California
tax payers are able to obtain.
Staffiig
Total Staff: for statewide total and each population group, staffing levels in
94/95 are about the same as those in 93/94. They are, however, generally less
than staffing levels in 92/93 and 89/90, so we are having more people to serve
with fewer staff to provide service.
ALA Masters: About the same across all years and population groups.
Volunteers: More than DOUBLED in # since 89/90.
Salarv Ranges
All sampled have increased in most population groups and across all years.
1995/96 STATUS SURVEY
What should this be this year, to be of most help to you?
NATIONAL RANKINGS
see samples; what do you want?
STATISTICAL COMPARISONS
See Samples; what do you want?
OTHER VIEWS
WHAT DATA DO YOU MOST WANT TO RECEIVE?/NOT WANT TO RECEIVE (OR
PROVIDE?)
WHEW3 DO YOU WANT TO ACCESS T'HIS DATA?
WHERE/HOW DO YOU WANT TO PROVIDE THIS DATA - stats6:pldata95.lg 1
CLSA Program Fact Sheet
Program:
Services:
Eligibilitv:
Transaction Based Reimbursements
Direct (over-the-counter) loans of library materials to non-residents
(public libraries only), interlibrary loans
Direct loan - California public libraries only.
Interlibrary loan - public libraries, public and private academic
libraries, not-for-profit corporate libraries, institutional libraries.
Excluded: State Agency libraries, (including CSL), federal
libraries, for-profit corporate libraries.
Funding Mechanism: Reimbursement: Direct loans - partial (handling costs only)
reimbursement for net imbalance ($.55/net
imbalance transaction).
Interlibrary loans partial (handling costs only)
for each eligible transaction
($2.85/transaction).
1993/94 Service Level: Direct Loans: 21,711,320 Gross; 9,430,933 Net Imbalance
Interlibrary Loans: 598,148
1993/94
Budget/Reimbursemen t: $8,026,236 Full reimbursement cost at CUB adopted
rates (Le., ILL - $3.17; D/L $.65)
$1,489,236 Shortfall
$6,891,735 Full reimbursement cost at Department of
Finance approved rates
$6,537,000 TBR appropriation
$354,735 Unfunded amount at Department of Finance
rates
95 % Percent that final payments were made to
reimburse all participants
No. of participants: 164 public libraries; 153 non-public libraries
. ..
CLSA Program Fact Sheet I
Program:
Services:
Consolidations and Affiliations
Financial assistance to consolidating public libraries and
Cooperative Public Library Systems. Financial assistance to public
libraries affiliating with Cooperative Public Library Systems (June
30, 1983 sunset).
Eligibility: Public Libraries and Cooperative Public Library Systems
Funding Mechanism: Unconditional Grant for 2 Years Following Successful
Consolidation: $40,000 total for public library consolidation.
$20,000 total for System consolidation.
Affiliation grants no longer available.
Current (f994/95)
Service Level: No consolidation notifications have been received. Two public
libraries affiliations occurred:
0 Folsom Public Library with MVLS
0 Mariposa County Library with SNLS
Current (1994/95) Budget: -0-
No. of Participants: 163 public libraries are affdiated in 15 Cooperative Public Library
Systems.
7 public libraries are not affiliated with any System, 4 of which
are CLSA participants.
’
ProPram:
Services:
CLSA Program Fact Sheet
Statewide Data Base
Beginning in 1978, building and maintaining an automated data
base of the current acquisitions of California public libraries.
Eligibility: California Public Libraries
Funding Mechanism: Payments to Program associated vendors for services rendered
(tape generation, tapeload services, data base management
services).
Current (1994/951
Service Level: As of December 1994, 163 California public libraries were
represented in the data base, 133 added and deleted holdings
during the 2nd quarter of fiscal year 1994/95, and 141 public
libraries and 14 cooperative systems have contractual arrangements
for online access to the data base. The data base currently
contains over 13.7 million California public library holdings
records.
Current (1994/95) Budget: $275,000
No. of Particiuants: See current service level, above.
CLSA Program Fact Sheet
Program:
Services:
System Advisory Board
Consisting of locally appointed citizen representatives of each
member jurisdiction, SAB’s assist the System Administrative
Council in the development of the annual System Plan of Service,
advise the Council on the need for System services, and help
evaluate the services provided by the System. Most SAB’s are
also active in System promotion, publicity, and special projects.
Eligibility: CLSA Cooperative Public Library Systems
Fundin? Mechanism: Annual grants to each System based on relative size.
Current 1994/95)
Service Level:
Current (19941951
Bud yet:
No. of uarticipants:
All 15 SAB’s were performing the activities required by the Act.
In addition most were engaging in promotional, publicity, and
special project activities.
$45,000
All 15 CLSA Cooperative Public Library Systems
CLSA Program Fact Sheet
Program:
Services :
System Reference
Interlibrary reference, improvement of local reference services,
and improvement of reference services to the underserved.
Elipibility: CLSA Cooperative Public Library Systems
Funding Mechanism: Annual grants allocated to Systems by means of formula based on
membership and population.
Most Recent Service
Level Available
J1993194):
Current ( 1994195)
Baseline Budget:
No. of ParticiDants:
23,606 interlibrary reference questions handled, 95% of which
were answered. Training events and workshops were conducted
in all 15 Systems and specialized bibliographies and resource
location tools were published by most Systems. System specific
projects to improve reference service to the underserved were
implemented in each System.
$1,860,000
15 CLSA Cooperative Public Library Systems
CLSA Propram Fact Sheet
Program:
Services:
System Communication & Delivery
Communication of information and delivery of materials between
and among System members to support System services and
administration.
Eligibility: CLSA Cooperative Public Library Systems
Funding Mechanism: Annual grants to Systems by means of a formula based on System
membership and geographic size.
Most Recent Service
Level Available
(1 993/94): 627,509 messages sent, a 4% decrease from the prior (1992/93)
fiscal year; 4,435,837 items delivered, an 11 % decrease from the
prior (1992/93) fiscal year in most part due to the increase in
Telefacsimile usage.
Current (1994/95)
Baseline Budyet:
No. of Participants:
$1,255,000
15 CLSA Cooperative Public Library Systems
Program:
Services:
CLSA Program Fact Sheet
Special Services
Services to the underserved are an important part of all CLSA
funded programs. Direct support through the CLSA Special
Services Program is currently concentrated on the California
Literacy Campaign (CLC) which offers instruction in basic literacy
skills to adults through local public libraries. These services are
authorized by the California Library Literacy Service Act (CLLS)
of 1990, which amended CLSA.
Libraries providing adult literacy instruction are eligible to apply
for the Families for Literacy Program. These services are
authorized by the Families For Literacy Act (FFL) of 1987, which
amended CLSA.
Eligibility: Public Libraries
Funding Mechanism: A series of 5 annual grants (adjusted each year according to the
law) for the establishment period of local library literacy services.
During the sixth and subsequent years, matching funds are
authorized up to one state dollar for each public and private dollar
raised locally. Annual competitive grants for Families for
Literacy.
Most Recent Service
Level Available
1993/94): Over 20,395 adults received instruction in basic literacy skills. An
additional 3,920 were referred to other instructional or service
programs that were better suited to their needs. Over 1,600
families also received family literacy services.
Current (1994/95) Budget: CLLS $2,890,000
FFL $576,000
No. of Participants: 97 public library literacy programs currently participate in
California Literacy Campaign. Of these, 37 receive additional
funding through Families for Literacy.
Program:
Services:
Eligibility:
CLSA Program Fact Sheet
System Planning, Coordination, and Evaluation
Administrative planning, coordination, and evaluation necessary to
ensure the efficient operation of CLSA supported System services.
CLSA Cooperative Public Library System
Funding Mechanism: Board authorized indirect cost rate applied to CLSA System
service program allocations.
Maximum Allocation
Under Board Policy
1994195: From CLSA System service programs: $632,000
No. of Participants: 15 CLSA Cooperative Public Library Systems
Rev. 1/95
CLSA Forms #3 dsk SH:bm:ly:B:PROGFA CT. SH7'
Program:
Services:
Eligibility:
CLSA Program Fact Sheet
Statewide Communications and Delivery
Communication of information and delivery of materials between
and among many different types of libraries statewide.
CLSA Cooperative Public Library Systems, State Reference
Centers, public and non-public libraries participating in CLSA.
Funding Mechanism: Never been funded under CLSA. Should this program receive a
high priority for development, a complete investigation of
alternative program designs would be provided before seeking
additional state funds.
..
Program:
Services:
Eligibilitv:
CLSA Promm Fact Sheet
State Reference Centers
Answer reference requests statewide that cannot be met by systems
and libraries participating in the programs authorized by CLSA.
Enhance and expand reference service at local public libraries, to
meet both general information needs and the information needs of
ethnic populations. Provide multicultural, multilingual information
resources (text, sound, graphic) through electronic and other
technological means.
Public Libraries and Cooperative Public Library Systems
Funding: Mechanism: Never been funded under CLSA.
c
PUBLIC LIBRARY FOUNDATION PROGRAM
California law provides that each public library should provide a minimum level of service
known as the Foundation Program. Foundation Program means those elements of library service
which are basic to its function as a provider of information, education, and cultural enrichment
to all segments of the community, including, but not limited to, collection development and
maintenance, lending services, information services, facility maintenance and administration.
The Foundation Program does not include major capital improvements.
The law requires the state to pay 10% of the cost of the Foundation Program if the public library
pays 90% from local sources. If the local contribution falls below 90%, the state contribution
is reduced proportionately. To be eligible in any given year, a public library must maintain its
prior year appropriation level.
The cost of the Foundation Prorgram (Foundation Base) is based on the 1982183 cost of $12.00
per capita adjusted annually by a percentage equal to the prior year’s average revenue limit
increase for all unified school districts.
FUNDING LEVELS
1983184
1984185
1985186
1986187
1987188
1988189
1989190
1990191
1991192
1992193
1993194
1994195
1995196
$6,000,000
$12,000,000
$ 18,300,000
$20,000, 000
$20,200,000
$20,600,000
$20,600,000
$16,600,000
$10,600,000
$ 8,870,000
$ 8,870,000
$ 8,870,000
$ 8,870,000
RECOMMENDATIONS
Basic changes Are required to create a system of public libraries which meets
the expectations md ambitions of the people of California. Libraries and
their local government supporters must restructure how they provide
services, their dliances, and their governance. They must also have the
abilin- to raise the additional revenues needed to position libraries as primary
players in [he evolving information age.
1. THE STATE CONSTITUTION REVISION COMMISSION SHOULD ENSURE THAT LOCAL
GOVERNMENTS HAVE SPECIFIC AUTHORIN TO RESTRUCTURE THE GOVERNANCE AND
FINANCING OF EXISTING LIBRARIES TO ENHANCE THE EFFICIENCY AND EFFECTIVENESS
OF LOCAL LIBRARY SERVICE DELIVERY.
Creating new models for local library service may increase the efficiency
and effectiveness of local library service. Any barriers to interjuris-
dictional cooperation, particularly among tvpes of libraries, should be
removed, so that libraries can provide services which meet the needs of
the broadest base of users.
2. PUBLIC LIBRARIES SHOULD JOIN WITH OTHER LIBRARIES TO PROVIDE SERVICES WHEN
THE RESPECTIVE MISSIONS OF EACH PARTICIPANT WILL 8E ENHANCED AND COST-
SAVINGS CAN BE ACHIEVED.
ENHANCES SERVICES ACROSS JURISDICTIONAL LINES SHOULD BE ENCOURAGED. IN
PARTICULAR, SERIOUS EFFORTS SHOULD BE MADE TO EXPLORE HOW PUBLIC LIBRARIES
CREATIVE AND COST-EFFECTIVE COLLABORATION WHICH
AND K-12 SCHOOL LIBRARIES CAN COLLABORATE TO PROVIDE COST-EFFECTIVE AND
ENHANCED SERVICES.
Currently parallel systems for information provision exist among various
types of publicly and privately funded libraries: city, county, and special
district public libraries, K-12 school libraries, community and state
college libraries, county law libraries, hospital libraries, etc. Each has a
unique mission and a unique constituency. However, opportunities for
collaboration and cooperation exist which would enhance the services
provided. Examples include contracting for certain services, networking
automated databases, or sharing joint facilities. These should be actively
aplored, and funding incentives should be found to encourage them.
,.d RECO M ME N OAT I ONS -
Neither public libraries nor K-12 school libraries are funded adequately RESTRUCTURI N6
8 GOVERNANCE fo meet the current needs of their respective constituencies. While some
ast-savings could be achieved by consolidating or contracting for
wuin services (for example, materials acquisition and processing) addi-
tiona fUnds for both library types are required. Nevertheless, public a ah n IN m 01 t~t-7. 01 11 IVmm CImflW I lib~~ics and the schools should make a careful assessment of areas in
which collaboration and cooperation could make better use of existing
resources. ~91~0 h ~g1 I bgflh u0Q
(0 ri II u cg a u M
3. THE EXISTING LOCAL GOVERNANCE STRUCTURES OF PUBLIC LIBRARIES SHOULD BE
EVALUATED FOR EFFICIENCY AND COST-EFFECTIVENESS.
A cost-benefit analysis should evaluate local library governance in the
context of optimizing library services. Issues such as size of population RESTRUCTURINC
& GOVERNANCE served, information needs by age level, appropriateness of jurisdiction,
and duplication of activities should be evaluated.
4. LIBRARIES SHOULD BE GOVERNED AT THE LOCAL OR REGIONAL LEVEL.
Public libraries are essentially a local service. Policy-making should be
as close to service delivery as possible. “Local” means at the ciry, counry,
or regional level. However, local governance should not interfere with
opportunities to collaborate on service provision where economies of
scale can result. The state government‘s role in the provision of public
library services should be that of an enabler. It should neither govern
nor regulate local public libraries,
5. LOCAL JURISDICTIONS WHICH CONTRIBUTE FUNDS TO ANOTHER LIBRARY
ORGANIZATION SHOULD PARTlClfATE IN THE GOVERNANCE OF THAT LIBRARY.
Currently, many smaller jurisdictions rely on other levels of local
government to provide library services beyond that which they can
individually afford. Because there is an intrinsic link benveen funding
and governance, as new forms of collaborative services are developed,
any jurisdiction which participates in the funding of the service should
also participate in its governance.
LOCAL GOVERNMENTS SHOULD ADDRESS LIBRARIES IN THEIR OVERALL COMMUNITY
PLANNING PROCESSES,
Since the public library is at the very heart of a community, and is more
heavily used than any other voluntary community service, the impact of
community decisions on public library service should be considered.
Further, public libraries have a key role in the delivery of information
services, and as information technology comes to dominate communiry
interactions, the public library is a crucial link between community
members and the technology.
6.
7. STATE GOVERNMENT LIBRARY SUPPORT EFFORTS SHOULD FOCUS UPON STATEWIDE
ISSUES OF COOPERATION AND RESOURCE SHARING.
The state should do those things which local jurisdictions cannot:
facilitate regional and inter-jurisdictional collaborative services,
coordinate the creation of access and contributions to larger information
databases. support resource sharing across all types of libraries, and
provide leadership in the development of a statewide information
RECOMMENDATIONS -
,
infrastructure.
8. THE STATEWIDE SYSTEM OF LOCALLY-BASED, PUBLICLY-FUNDED LIBRARY RESOURCES
SHOULD BE AVAILABLE To ALL LIBRARY USERS REGARDLESS OF LOCATION.
Local governance of publicly-funded libraries should emphasize that the
widest array of library services be available to all people. Policies such as
fees for non-resident use defeat the concept of a barrier-free system of
service required by California's highly mobile population.
9. THERE SHOULD BE NO FURTHER EROSION OF LOCAL GOVERNMENT REVENUE FOR
FUNDING LIBRARIES AS A RESULT OF STATE ACTION.
The loss of revenues as a result of state budget balancing actions has
caused the immediate crisis in the provision of public library service
throughout California. In order to prevent further degradation in
library senices, the state must find ways other than shifting local rev-
enues to solve its budget problems.
10. BASIC PUBLIC LIBRARY SERVICE SHOULD BE FREE AND AVAILABLE TO ALL.
There is an intrinsic social and economic value to free, basic public
library senices in every community. Basic public library services meet
the specific demographic needs of the community they serve, and
provide both programming and services for all ages. Basic public library
services are further defined in Finding 5 of this report.
11. LOCAL LIBRARIES SHOULD HAVE THE AUTHORITY AND ABILITY TO CHARGE FOR
SERVICES ABOVE THE BASIC LEVEL.
Beyond basic library services, local governments should be able to
charge for entrepreneurial and convenience services, beyond the
cost-recovery level. For example, while on-sire access to the library's
resources should always remain free, patrons might pay for the conve-
nience of having information located and faxed, saving the patron a trip
to the library.
Legislative barriers to the imposition of such fees for services should be
removed. However, fees can provide only a small percentage of a
library's total revenue. Fees can never be a replacement for all the reduc-
tions in other revenues libraries have suffered in recent years.
ISSUE:
FUNDING
13.
THE STATE SHOULD ADEQUATELY FUND A STATEWIDE SYSTEM OF INTER-LIBRARY
COOPERATION AND RESOURCE SHARING.
In order to maximize the investment made in library resources available
statewide, the state must Fully hnd and implement a functional system
of interlibrary cooperation. This system would employ a variery of
techniques to encourage resource sharing among libraries by creating
incentives for participation and eliminating state funding for those not
participating.
Specifically, state funding should include:
a. Full funding for the costs of 1ocal.services to residents of other
communities. This will help achieve a barrier-free system of
interlibrary cooperation, which could also be hrthered with the
creation of a universal California library card.
b. Technological support for public libraries to contribute to and use
the state's information infrastructure.
c. Incentives for interjurisdictional cooperation. These could be raised
by reallocating portions of existing state funding for local libraries
and other agencies.
FULL FUNDING SHOULD BE PROVIDED FOR THE PUBLIC LIBRARY FUND, THE STATE'S
SINGLE DIRECT SUBSIDY TO LOCAL PUBLIC LIBRARIES.
The Public Library Fund is authorized to provide up to ten percent of
the cost of local public library services. IK has never been funded at the
authorized level. Indeed, support has declined from a high of 52% of
the authorization in 1989 to 18.5% in 1995. This program, which
represents the commitment of the Legislature to achieving equity in
public library service for all the people, should be funded at its full
authorized level.
14. THE STATE CONSTllUTlON SHOULD ENABLE LOCAL GOVERNMENTS TO RAISE REVENUES
FOR LIBRARY SERVICES BY SIMPLE MAJORITY VOTE OF THE PEOPLE.
Requiring approval by rwo-thirds of the voters on fundin, 0 initiatives
gives veto power to a minority of the population. Our government has
traditionally functioned on the basis of majority rule. Local elected
officials and voters require flexibility to meet changing needs, and are
seriously hampered from providing effective services by the artificial
constraints of the two-thirds requirement.
i
.i !
I
15. LIBRARIES SHOULD MAXIMIZE THE USE OF TECHNOLOGY TO PROVIDE INFORMATION
SERVICES TO THEIR USERS, AND TO ENABLE ALL CALIFORNIANS TO PARTICIPATE IN
OUR INFORMATION-BASED ECONOMY. LIBRARIES SHOULD ALSO PARTICIPATE IN
EFFORTS TO RESIST THE PRIVATIZATION OF INFORMATION RESOURCESl SO AS TO
ENSURE MAXIMUM ACCESS FOR ALL THE PEOPLE.
Local libraries must rake maximum advantage of developing electronic
technology to ensure effective service delivery to local users, and to
promote barrier-free service delivery and maximum sharing of resources.
Adequate hnding must be available co ensure their role as facilitators
and navigators on che information superhighway, rather than mere
gatekeepers. Effective use of cechnology by local libraries will help
prevent further divisions among Californians based upon access to
information. Public libraries must work with ocher community
information agencies to ensure that all people, regardless of their
economic status, have access co the information which is crucial to
survival and participation in our society. Part of this effort should
include resisting attempts to privatize various sources of information,
many of which were paid for by tax dollars, and should remain freely
accessible to the people.
RECOMMENDATIONS --
ISSUE:
TECHNOLOGY
r c
r. * I’our libraries serve 8s the
: ~ --
.
&_ , ’ _. rebool rooms for I lifetime of
learning - and the launching
pads for our future.”
GEORGE BUSH
Former U. S. President
’..
The members of the Joint Task Force on Restructuring California Public
Libraries represent diverse interests and priorities, but they are united
on a single important conviction: our public libraries are important to
California, and we must act to save them before it is too late. To do this,
the Task Force recommends actions at all levels of government:
. It recommends that the state Constitution Revision Commission
ensure that local governments have specific authority to restructure
the governance and financing of existing libraries to enhance the
efficiency and effectiveness of local library service delivery. Task
Force members are also convinced that local governments should be
able to raise revenues for library services by a simple majority vote of
the people.
It recommends that the State government focus its efforts on
supporting interjurisdictional projects, statewide information
networking, and resource sharing. It believes that cooperative and
collaborative service efforts among different types of libraries and
agencies are crucial in today’s information-based socien; and should
be encouraged.
It recommends that basic public libran. services continue to be free
and available to all, regardless of the residence of the user. But local
public libraries should have the authoriry and ability to charge fees
for entrepreneurial and convenience services beyond rhe basic level.
Our California public libraries are engaged in a dynamic metamorphosis,
developing new services and structures to meet ever-changing community
needs and the challenges of financial reductions. Public libraries were
born of the aspirations of a people seeking to build a new socien; and
they continue as a crucial element of a culture of diversir). and unmatched
vitality.
4 I
APPENDIX A --. . APPENDIX **A I A
RESTRUCTURING CALIFORNIA PUBLIC LIBRARIES
JOINT TASK FORCE t I MISSION
The Restructuring California Public Libraries Joint Task Force is charged
with studying all issues involved in the financing and governance of
California public libraries and relating these issues to the larger studies on the
restructuring of state and local government relationships which are underway
today in California. The Joint Task Force is composed of representatives of
the California Library Association, the League of California Cities, the
California Stare Association of Counties, and the California Association of
Library Trustees and Commissioners. The State Librarian shall serve on the
Joint Task Force in an ex-officio capacity.
RESPONSIBILITIES
Commission specific data-gathering and research needed to provide
background information for its work.
Identify and discuss public policy issues involved in the financing and
governance of California public libraries.
Establish liaisons with other relevant officials, individuals, and groups such as
the Governor, the Legislature, the Constitution Review Commission, the
California Special Districts Association and the California School Boards
Association.
"When I was young,
couldn't ifford much.
We
Bot,
Disseminate information to and seek input from interested members of the
four sponsoring associations through their publications and appropriate
meetings.
Develop and publish a report with policy recommendations for the
the appropriate level or levels of government to provide public library
services, appropriate methods of financing the services, any necessary
revisions to current law, and any necessary new legislation.
Promote and facilitate the discussion of the report and its recornmendations
with members of the participating associations.
Rethink public library services in the 2 1st century.
I
J Governor, the Legislature, and the Constitution Review Commission on
my library card wis my
key to the world.
Uive fun - nrdl"
JOHN GOODMAN, Actor ~: : ?
Advocate the recommendations of the Joint Task Force.
I
.*.
”libraries are absolutely at the
certer of my life ... I couldn’t
n
afford to 90 to college, I attended
the library fhrecr or four days I
week ... and graduated front the
library when I was twcrnty-eight. I
tell [students], ‘It’s no use join9
to school if the library is not your
final goal. ‘a
R-\k’ BRADBURY, Author
APPENDIX B
CALIFORNIA’S PUBLIC LIBRARIES:
HISTORY, OR6ANIZATION, & FUNDINC
H IS10 RY
California has since its founding been associated with providing superior
public services to each of its residents. Historian Kevin Starr (now California
State Librarian) points out that since European contact, we have never been
without libraries. Books, both ecclesiastical and profane, lined the shelves of
mission study rooms. Richard Henry Dana read and wrote as his ship plied
coastal waters trading for tallow, and many an adventuring gold seeker had a
book or two stuffed in his duffel. The California State Library was estab-
lished in 1850 by the first Legislature.
Most of our public libraries began as privately sponsored readin, 0 rooms,
but by 1909 the State had passed its first County Library Law, creating the
structure for universal access to reading and information for all Californians.
Today, only 660 of our 32 million state residents do nor have direct access to
a public library. In the mid- 1960’s the Legislature established our nerwork of
regional cooperative library systems, and since 1988 the California State
Library has been leading an effort to refine and expand chis nenvork for
resource sharing.
OR6ANlZATION AND GOVERNANCE
How a public library is funded depends on which level of government
sponsors and supports it. In that context, there are five options: being a
County Free Library, being a Municipal Library, contracting with another
library for services, operating as a Joint Powers Agency comprised of several
jurisdictions, or being a Library District independent of city and counry gov-
ernment. There are additional variations, which involve combinations
of these forms.
County Free Libraries serve approximately three-quarters of the cities and
most of the unincorporated areas in California. They are established by the
County Board of Supervisors to serve everywhere not already served by
another library. They have two funding options. Many receive a dedicated
portion of the property tax, but only if the tax rate was established prior to
Proposition 13. And revenues from this source are limited by the strictures
of Prop 13 (can’t increase more than 2% per year). “Dedicated means that a
specified portion of the property tax goes to library services; the tax money
can’t be used by the County for anything else, which is not to say that the
Legislature can’t shift it in a budget crisis. If a county library didn’t have a
dedicated tax base before Prop 13, it gets its money from the county’s
general fund. See the next section for a description of each type of tax.
County Free Libraries are governed by the Board of Supervisors, who may
or may not appoint a citizen committee to advise them.
Municipal Libraries, organized by cities, are library departments, governed
by boards of [rustees or by the city council, depending on whether the
municipality is A Charter or a General Law city. As departments of the city
government. they get their money from the city’s general fund, which is
based on revenue from sales taxes, utilities taxes, and the like.
Contracts for Senices: Counties and cities may decide to establish a library
but choose not to operate it; they “contract,” via a joint powers agreement,
with another jurisdiction to provide library service, paying the cost of the
contract with \vhacever means they have to support their budget share. The
administrative operator can be either a city or a county. The joint powers
agreement specifies the form of advisory governance, usually some
combination of citizens and elected oficids from the signatory jurisdictions.
The governance of the library (the control of the budget, personnel, etc.) is
by one contracring government jurisdiction, with rhe advice and consent of
the other. There are currently four City/County libraries organized this way.
Separate Joint Powers Agency: A group of jurisdictions (several cities and
a county, for example) crea[e an agency to provide library services. The
administrative governance is specified in a joint powers agreement, probably
a separate Board of Directors appointed by the signatory jurisdictions under
a nesotiated formula for.representarion. The agreement provides for the
funding contributions of each participant: the county contributes the
dedicated property tax (see above); the cities’ contributions come from
whatever taxes they have available (also see above). And special assessments
or taxes can be levied to raise additional revenue. The Santa Clara County
Library recently reorganized as a Joint Powers Agency made up of the
County plus nine constituent cities. The Sacramento Public Library has also
recently reorganized as a Joint Powers Agency.
The final form of library organization is the Independent Library District,
which is a separate jurisdiction created with whatever boundaries seem
appropriate. An Independent Library District can include cities and/or
unincorporated areas. Voters directly elect the governing board of trustees.
An Independent Library District is funded by dedicated property taxes, these
constituting the library’s baseline income. There are eleven Independent
Library Districts in California.
APPENDIX B -- .-.
“As on8 of six ehjldrrn, I
disfinguished mysrlf ocadrmi~ally
at an eody a38 by spending many
hours in the library. librarirs
work as partners for education
with rll Isvats of lsrrning
insfifutiens. “
$4 . G-1
MAYNARDJACKSON -
Mayor, Atlanta, Geo
kflfllQ-:@fll (,0flhh,@flIhJflb REVENUE SOURCES (TAXES OR SERVICE CHARGES)
11 ifi I.? hg k4 (0 1.1 \fi kl
,- .r Ad Valorem Property Tax:
A tax on the assessed value of real property. Increases are limited to
changes in the assessed value when a property is sold, or to no more
than 2% per year (Proposition 13). Property taxes are also subject to
the Gann Limit (Proposition 4), which is a cap on the amount any
jurisdiction may raise by taxes each year.
A two-thirds vote of the electorate is required to increase property taxes
beyond the 2% limit or override the Gann Limit.
Most County Libraries had dedicated property tax rates prior to
Proposition 13, and retain their pro rata share of chat tax rate.
“It is virturlly impossible to
eoneeive of r literrto rrd civilized
society without librrries. a
Au\N SMPSON, U.S. Senator Municipal or County General Funds:
The sources of discretionary municipal income (revenue which goes to
the City’s General Fund) are excise taxes, utilities taxes, property tax
(see above), and miscellaneous other sources.
Municipalities may use any of these finds to pay for city libraries, or for
the city’s contribution toward support of a larger library. Certain of
these taxes can be raised by vote of the City Council, and others
(property, for example) are controlled by State law.
Counties also have general funds, from which they can support public
libraries.
Special Taxes:
(Constitution Article XIILA)
The parent jurisdiction of a library can pur before the voters a “special
tax” election for the operation of the library, so long as the tax is nor an
ad valorem property tax. A two-thirds vote is required. Typical bases
for such taxes are parcels, dwelling units, or square feet of different types
of property. Various classes of taxpayers (older people, for example) can
be excluded from the tax. However, the new tax falls within the juris-
diction’s Gann Limit.
The City of Berkeley finances its public library with a permanent
parcel tax on residential and commercial square footage, which can be
inflated based on the Regional Consumer Price Index. Low income
householders are exempted. The tax for a typical 3-bedroom house in
Year 1 (1988) was $94.00. Berkeley adopted the tax in 1980, and
amended it in 1988.
22 _-
County Service Area:
(Government Code Sections 25210.1-25216)
APPENDIX B --I-
A Councy Service Area (CSA) can be created, within which either a
special tau or service charges are imposed. If it is a special tax, a two-thirds
vote of the electorate is required. Service charges do not require an
election, although often an advisory vote is held.
The charge is based upon Benefit Units determined by land use
categories. For example, the assessment formula recommended by
the residents of Sanra Clara Counry in November, 1994, is:
LAND USE CATEGORY BU (BENEFIT UNIT]
Single Family Residence 1.0 BU
Retail, per .2 acres 0.5 BU
Non-retail, per .2 acres 0.75 BU
Vacant, per acre 0.2 BU
lransportation/utility, per acre 0.5 BU
Initially, each Santa Clara County Benefit Unit will be valued at $33.00.
CSA revenues can be in addition to or in lieu of existing tax revenues; in
the Sanca Clara case they will be added to designated property tax money.
CSAs are established by vote of the Board of Supervisors. Majoriry
approval is required. If there are cities within the CSA, each must agree to
participate. MCO approval is required. Only counties can use this law.
Mello-Roos Community Facilities Act:
(Government Code Sections 5331 1- 53365.7)
The Counry Board of Supervisors, or some other jurisdicrion, forms a
Mello-Roos District, within which a special tax or a charge is imposed.
The typical bases for such taxes are parcels, but the tax cannot be an ad
valorem property tax.
A rwo thirds vote of the electorate is required to establish both the tax to
be levied within the Mello-Roos district, and the new Gann Limit for the
district. If only a service charge is levied, no election is required.
Transactions and Use [also known as Sales] Taxes:
(Revenue and Taxation Code 7285.5)
These taxes can be enacted only by a county. The cities within the
county must agree to the collection of the tax, and to the allocation
of it. Sales taxes may be either a quarter cent or a half cent.
“The library is a place that one
can ju and gef the answers to
vidually my questions fhey may
have. /t iS 8 p/88# that 8WyUU8
sbould utilize frequently duriaj .
their lives. The people need to
support their public libraries in 1
I-- __. ,.=-
“As r child, my nu 1 ...- .Fj%+ %-‘“
I z
friend was the Iibrarj%%-ny
&de school. I actually bheved
-* <- L -, ~ -
rll those books belonged to her. ..
When she warned that some of
these books were foo old for me, I
told her they were for my mother.
I have never regretted my-
dishonesty.
ERMA BOMBECK, Author
If the sales tax is to go to the Counry’s General Fund, where its use is
subject to the budget process, a majoriry vote is required for passage. The
sponsors may promise to “earmark the money in advance for a
particular use, such as libraries, but the voters may lack confidence that the
Board of Supervisors will in fact stick with their inrent.
If the sales tax is dedicated for a specific use, a two-thirds vote is required
for passage.
CALIFORNIA REGIONAL COOPERATIVE LIBRARY SYSTEMS
Californians are served by 15 regional cooperative library systems, which are
funded by the state and local member library fees. Their function is to
provide the structure for resource sharing among public and other types of
libraries, via interlibrary loan, second level reference assistance, training for
st&, and other cooperative ventures (for example, union catalogs). Several
of the regional systems include academic libraries, hospital libraries, school
districts, and the like in their membership.
THE NETWORKING lNlllATlVE
In the late 1980’s, California public librarians, led by the State Library,
began the process of developing a multi-type library nenvork for resource
sharing. Existing state law favors public library-based systems. But
increased demand for service, as well as advances in technolog-. place a
premium on resource sharing across all types of libraries. A plan which
creates consolidated regions for service has been created, and various projects
undertaken. The larger plan is awaiting legislari\Te presentation and
consideratio-n.
THE CALIFORNIA STATE LIBRARY
The State Library is California’s public research library helping people meet
their knowledge and information needs directly, by helping libraries that
seme people, and by advocating a public policy that encourages access to
information and library materials. The State Library provides service to the
Legislature and state agencies, it administers state and federal financial aid
to public libraries, provides technical assistance to local libraries, and
coordinates the regional cooperative library system described above.
!
CIRCULATION
MAIN LIBRARY
Print/Audio
Video
Equipment
TOTAL :
BRANCH
Print/Audio
Video
TOTAL :
CENTRO
TOTAL :
GRAND TOTAL:
REFERENCE QUESTIONS
Centro
Genealogy
Children’s
Adult
Online
Branch
TOTAL :
MEDIA/GRAPHICS PROJECTS
Media
Graphics
CARLSBAD CITY LIBRARY
STATISTICS
September 1995
Sep. Sep.
1994 1995 % Chanse
54 , 661 54,950 +1
12 , 025 9,815 - 18
15 16 +7
66,701 64,781 -3
18,225 19,945 +9
2,998 2,505 - 16
21,223 22,450 +6
951 958 +1
88 , 875 88,189 -1
234 291 + 24
1,403 1,375 -2
2,205 1,986 - 10
8,169 7,065 - 14
21 70 + 233
2,041 2,377 + 16
14,073 13,164 -6
36 23 - 36
20 30 + 50
TOTAL : 56 53 -5
,
Sep .
'1994
Sep.
1995 % Chanqe
Average) PEOPLE COUNT (Daily
Centro
Main Library
Branch
100
1,745
697
130
1,710
723
+ 30
-2
+4
TOTAL : 2,542 2,563 +1
ATTENDANCE AT PROGRAMS
Centro
Genealogy
Adult Main
Children's Main
Branch
318
188
10
,275
40
441
160
225
427
255
+ 39 - 15 + 21 + 55 + 538
TOTAL : 831 1,508 + 81
INTERLIBRARY LOANS
13 5
144
368
96
113
96
268
63
- 16 - '33 - 27 - 34
Requests by Carlsbad
Received by Carlsbad
Requests of Carlsbad
Filled by Carlsbad
NEW REGISTRATIONS
Centro
Main Library
Branch
- 43
-7
40
966
334
23
903
332 -1
TOTAL : 1,340 1,258 -6
- 26 1,064 1,429 ITEMS ADDED
+ 23 765 620 ITEMS WITHDRAWN
2