2017-2018

Stark County District Library

Library Materials Handling Strategy Analysis

Stark County District Library was pursuing a series of initiatives to minimize redundancy in materials handling practices and reduce the time staff spend in the back office so they can spend more time out in the library engaging with customers in a variety of ways. The Library’s strategic vision included a dramatic reduction of materials handling activities in each branch and the elimination of service desks. Instead of working behind desks, the expectation is that staff will work with patrons side-by-side in the branches and spend more time delivering high-quality programming inside and outside of the library buildings. In order to achieve this vision, the Library explored a “pure central processing” strategy in which material is returned at each library location but only checked in at a central sorter. This workflow would be supported by two times daily delivery service. The expectation is that this approach would result in material check-in within a four hour window, physical delivery turnaround times of no more than 36 hours and a traditional “bookdrop” workflow for patrons. The Library sought consulting assistance to analyze the “pure central processing” strategy and to identify critical elements of a materials handling strategy that would allow the Library to achieve their strategic vision.  

2015-2017

Peninsula Library System

Library Consortium Feasibility Analysis and Procurement for Central Automated Materials Handling

Peninsula Library System (PLS) is a consortium of nine libraries providing. PLS hosts a shared integrated library system (Sierra) and provides delivery services to 41 locations daily. PLS asked Lori Ayre to provide a feasibility analysis for implementing an automated materials handling system to replace the manual sorting done by couriers.  

Ayre evaluated the delivery volume, materials movement patterns, courier sorting, presorting done at the libraries, delivery turnaround times, and other aspects of the operation.  She provided the PLS Council with several options for consideration including adding a smaller sorter that would operate two waves of sorting, a larger sorter for sorting all material in one wave, providing batch check-in of incoming deliveries at the libraries, and adding an additional delivery day on the weekends.

2017

Cambridge Public Library

Library Automated Materials Handling (AMH) Consultation

Cambridge Public Library was in the process of renovating two of their branches, Main and the Valente branch.  Lori Ayre was brought in to work with the architects on both projects to help the Library identify ways to improve the materials handling workflows at each of the libraries. In both cases the architect teams were well into the Design Development phase so the options were limited as to what could be done. Materials handling considerations especially when automated materials handling is being considered should happen early (Schematic Design) so as to provide the most affordable options for optimizing workflows.

2016-2017

San Mateo Public Library

Library Automated Materials Handling Consultation and Procurement

Worked with San Mateo Public Library to replace the existing automated materials handling system with a state-of-the-art system.  Project involved consultation related to RFID and automated materials handling configuration options and includes development of RFP, guiding the library through the procurement process and assisting with selection of a new system.

The existing system was installed in 2006 and provides convenient patron returns from numerous locations including drive-up returns, outside walk-up returns and two inside returns. The project will include evaluating options for retaining some of the conveyance and only upgrading the sorter as well as full-scale replacement of all components.  Ayre worked closely with the team to develop specifications for the new system and guided them through the procurement process.  The new system has been successfully implemented and is now up and running.

2017

The Newberry Library, AHCB Website

Website Development - Atlas of Historical County Borders

Historians and genealogists searching for historical records can often be challenged by geographical changes over time.  As county and state borders have shifted throughout US history, locating physical records can be tricky.  Over ten years ago,

2016 - 2017

NC Cardinal

Library Consortium Environmental and Organizational Assessment and Strategic Planning Consultation

The Galecia Group has been working with NC Cardinal since May 2016.  NC Cardinal is a consortium in North Carolina which provides a shared Evergreen system for 31 library systems across the state.  The engagement includes:

  • assessing existing services and operations
  • identifying emerging needs and aspirations of shareholders, and
  • creating a 5-year strategic plan to grow the system, enhance the services, and define a sustainable funding model

The final deliverable was a recommendations document and a planning document that was developed during a one-day workshop with the NC Cardinal Board.  It included a calendar of prioritized activities to pursue over the next 3-5 years with assigned owners for each activity.

This engagement was led by Lori Bowen Ayre with Galecia Associates Lucien Kress and Sam McBane Mulford.  

2012-2017

Infopeople

Software Development for Library Service Organization Consult (Website, CRM, and Event Management)

Infopeople is a state-wide project that serves as the training arm of the California State Library, primarily serving libraries throughout the state. Infopeople's online and webinar students hail from libraries across the United States and several other countries, numbering in the thousands.

May, 2016 - 2017

PaILS

Library Consortium Environmental and Organizational Assessment and Strategic Planning Consultation

PaILS is a consortium in Pennsylvania which provides a shared Evergreen system for 37 library systems across the state.  The engagement included:

  • assessing existing services and operations
  • re-evaluating the PaILS Mission Statement
  • reformulating the PaILS Vision Statement
  • identifying strategic priorities and developing activities to support them
  • developing a plan to address challenges related to the need for stable funding for the disparate needs of a diverse group of libraries
  • developing cost share formula that more accurately reflects current environment and supports sustainability

This work was led by Lori Bowen Ayre with Galecia Associates Lucien Kress and Sam McBane Mulford.  The final deliverables included a recommendations document which served as the basis for a Strategic Plan which the consortium adopted.  We then worked with them to develop a formal Strategic Plan used to guide the organization over the next 3-5 years.

2016-2017

Charlotte Mecklenburg Library

Library IT Technology Plan

Worked with library executive and IT teams as well as the County to develop a five year technology plan.  Project included surveys, interviews, and consulting related to their Library's transitioning to RFID and automated materials handling.

2016-2017

Charlotte Mecklenburg Library

Library Automated Materials Handling (AMH) and RFID Consultation

Engagement with Charlotte Mecklenburg as they plan their transition from barcodes to RFID and from manual processing to automated materials handling.  They Library is in the unusual position of having to renovate one of the branches and will introduce their first automated materials handling system there. In order to plan how best to transition to RFID systemwide and how best to use automated materials handling, Lori Ayre has worked with the Library to evaluate potential vendors.  With Ayre's support, the Library has selected an AMH vendor and will roll-out a longer term plan for implementing RFID in a way that will reduce the workload for Library staff throughout the transition.  The project is ongoing.