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SUSAN BENTON: Hey, everyone, good morning.

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My name is Susan Benton.

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I'm here with wonderful colleagues and experts
to talk about needs assessments.

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I'm, for those who don't know me, I'm a woman
who believes in signs, in messages from the

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universe.

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And...yesterday, evening, I got in late, I
was working on my email, catching up on some

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voicemail and finally I was just really exhausted
and got ready for bed, but just as I was going

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towards that bed, I noticed on the wall, a
beautiful photograph, a black and white photograph

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of this building from many, many years ago.

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And it really grounded me that there would
be, in a national, frankly an international

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hotel chain, a photograph of L.A.'s Public
Library.

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Now, to be sure, this is a building of incredible
architectural significance, but I think it

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also says something about the pride and the
realization of the significance of what happens

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in this building.

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That there should be a beautiful black and
white photograph of the L.A. Public Library

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in my hotel room last night.

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It was great.

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And, whether you're working directly in the
public library or you're working in conjunction

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with the public library, and you may or may
not have a building like this in your community

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that has the same architectural significance,
what you're doing has incredible importance

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to the individuals that you're working with
every day and to the community that you serve,

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and to the leaders that you serve.

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I come to my work, not as a librarian, but
many years working with city and county, topappointed

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officials, topelected officials, mayors, county
executives who really are working on some

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of the most important, critical issues for
our nation.

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Education, employment, workforce development,
health, financial security, quality of life.

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And every one of those mayors, every one of
those county officials, are being served so

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well by the work that's done in the Public
Library.

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But how do we know where we're able to get
the biggest bang for our buck?

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Across all the professions that I worked with
in the local government sector, over the last

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30 years, I think this profession is acutely
aware of what the needs are in their community.

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Yet, with all of that just kind of instinctual
knowledge that we have, you are incredible

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in terms of having marvelous observation skills,
and being able to kind of connect the dots

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about what's happening in your communities
and discern what's needed.

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There still needs to be an ability to focus
and make sure you're matching your resources

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where the greatest needs are, where the highest
priorities are.

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So, that's the Genesis of this session and
as I said, I've got great colleagues with

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me to talk with you and with me, about the
needs assessment processes that they're using

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to not only look outside the library and what
the needs are, but what are the needs inside

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the library?

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What are the staff, training, what are the
staff development that we need to do to make

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sure that we're always able to meet our public
where they need us to be.

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So...I'm delighted to introduce you to Kristin
McDonough from the Science, Industry and business

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library, Danielle Milam and Jacquie Brinkley.

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>> I'm going to talk about our financial education
program where we decided to train the staff.

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The needs assessments that we did was that
we run the very vibrant program of over 350

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classes, hands on classes and presentations
and financial advisory at the midtown science

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and business library and we wanted to push
it out to our 90 branch libraries.

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And so we sent a survey to the managers and
the staff there and were absolutely astounded

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at the response which showed resistance, reluctance
that we later realized was out right fear.

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The staff felt totally unequipped to host
financial programs.

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We might find this also in the legal area
and in the health and medical area because

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of a fear they'd be asked questions, that
would lead them to give advice.

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With the help of IMLS, we engaged in a twoyear
intensive staff training program.

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Eleven modules of interactive exercises, scripts,
videos, with Avatars representing typical

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kinds of questions one gets in a library,
games and most important, webbased resources

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on topics like banking credit, savings, living
on the financial edge, insurance, tax, identity

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theft.

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So, we have two years worth of that curriculum.

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It's on the website to be freely shared, customized,
used across the country.

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We update the links continuously.

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It's under NYPL Money Matters.

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At the end of the two years, we trained over
235 front line staff.

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But the proof is in the pudding, so I'd like
to talk a little about how we continuously

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assess to see if that core of staff who were
trained then, what difference has it made

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in the neighborhood libraries.

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One of the things we've done in another needs
assessment is that we partner actively with

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trade associations as well as with government
agencies who embed their pro bono volunteers

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and staff at the library.

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And as we trained our colleagues, we waited
to see what kinds of programs were they going

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to ask for.

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At the same time, the Office of Financial
Empowerment in New York City issued a study

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of immigrant communities.

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That was done in concert with communitybased
organizations, banks, and consulates.

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And...it's not surprising, the results that
there are cultural, linguistic, et cetera,

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barriers that keep people in immigrant communities,
from being banked.

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So, with that needs assessment, from the city
of New York, we put out a call to our 90 branches

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that two years before hesitated to have even
the most basic presentation and we had fifteen

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libraries who volunteered and again, the proof
is in the pudding, to give up valuable real

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estate, community rooms, where children's
programs and knitting circles and after school

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programs were all vying for this real estate.

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And staff time.

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And they volunteered not only to have the
programs, but to have advisory services from

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volunteers who had been trained in a 45hour
program by the city university of New York.

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We were able to cite them in eleven branches.

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We just started maybe three or four weeks
ago.

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The staff is more disappointed than anyone
that the community is very slowly responding.

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We've gone from a staff who said keep everything
in Midtown Manhattan to keep everyone so invested

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in this program that we did, that made them
comfortable and adept and capable of knowing

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what is the difference between giving informed
referrals to authoritative resources and giving

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advice.

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So, what I'd like to share with you are three
major insights that we, that we have gotten.

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One clearly that a comfortable, knowledgeable
staff, who is invested enough to use those

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websites, him or herself, is absolutely key.

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Partnerships is absolutely key.

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Throughout this whole process, we have staff
that go to local consulates, we have partnerships

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with everything from the Financial Planning
Association, to the Customer Services Society.

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They are dying, as are federal agencies, state
agencies and city agencies, especially in

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the wake of 2008 and SarbanesOxley, they are
looking to every library represented in this

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room as a channel of distribution, not only
for their trained staff, but for the volumes

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of very accessible, very friendly, very easy
to understand, educational material that they

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have been charged with producing since 2008.

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They have a reknit, they being triala agencies
and NGOs to do consumer education and they

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are looking, actively for outlets.

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Not just in the immigrant community, but across
all sectors of our public.

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They know that we, as libraries, are places
that they can touch their public.

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So...one of the things that we are doing in
the library world is, is in April, in October,

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which are the financial literacy months and
weeks, we make a big effort to have money

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smart, investing in your library week, many
libraries do partner with the Federal Reserve,

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et cetera.

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And then, very often, those efforts dissipate
somewhat to what we're trying to do.

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When we have branch libraries with the willingness
to provide this real estate, we are trying

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to provide this kind of group presentation,
hands on instruction and personal, confidential

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advisory services offered by our partners.

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I have a notice here.

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I'm going to close in my last few minutes
by giving you some informal ways that we're

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assessing that we're doing well.

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Even though our branches are scattered across
three boroughs and everyone's understaffed

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as you are, we continue to offer this handson
training, as well as ten elearning modules

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and libraries continue to send their staff
to these.

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With advisory services offered from trained
volunteers through the professional associations

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and through the Community Services Society,
we ask the people who come to these sessions

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to comment.

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And to comment anonymously.

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We're talking about touching our immigrant
communities that this huge survey indicated,

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feels culturally and educationally duracinated,
if you will, from the community system.

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These are some of their comments.

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I met Miss Wen at the branch.

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I went to find assistant for my aunt's debt.

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The building borrowed lots of money from the
bank.

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Each unit had incredible debt.

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Miss Wen is nice and willing to help me find
free legal service information.

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She speaks very good Chinese, therefore, for
most new immigrants and elders, this is very

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good service.

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Especially, they don't ask people personal
questions.

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This is the second one.

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This Tuesday, I joined Money Matters Coaching.

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She not only knew about credit, but also tax.

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She is a great Chinese people, the same as
other Chinese person like enthusiasm, patients

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responsible.

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Many people can't speak good enough English.

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They only speak Chinese, also, they don't
know how to use computer.

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Also, Chatham Square Library had the program.

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I heard many persons said great overall.

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We need finance help in Chinese.

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Thank you.

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>> Thanks, Kristin.

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That's wonderful.

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That's a nice example of doing a needs assessment
and understanding the staff needed some new

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training and orientation to build their comfort
in working with community members around financial

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matters.

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Now we're going to Danielle, who is going
to be talking about external to the library.

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>> Thank you so much, Susan.

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I work with the Las Vegas Clark County Library
District.

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I had the pleasure of arriving in Vegas right
at the downturn, during the recession, bankruptcies,

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house foreclosures and incredible distress
for about 70 months in a row, leading the

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nation in growth for three decades and for
three years tumbling like crazy.

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So, it's a great pleasure for me to join this
great convening by IMLS and talk about engaging

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communities.

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As a development director, I wasn't going
to get a lot of money looking for resources.

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I needed to get tools in place so we could
quickly assess our situation and learn more

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about our community.

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The 

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question on the table was what was the library
of the 21st century?

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We learned so much through the great grant
program that the IMLS did in that area.

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And now we're moving on to what kind of community
do we want to build?

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And this is really exciting work, I think,
for the library field because we're getting

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out of our walls and into the community in
a much deeper way.

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The way we did it was to use some private
sector tools as well as some government sources.

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So we use the census, we use the Department
of Labor information and more importantly,

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we used some new databases that are available
called market segmentation databases.

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This is the first map that we created in Las
Vegas.

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It told us a lot about our community.

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In these national databases, they do pay hundreds
of thousands of dollars to generate even one

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or two reports, we created a dynamic system
where every single staff person could get

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on the system, in the library, or actually
remotely, because it's webbased and take a

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look at the community.

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And we overlaid, on top of all of the data
from the census, Department of Labor and market

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segments, our cardholder database.

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This crazy quilt map shows you that out of
the 65 categories in this particular database

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called tapestry, that is provided by EZRE,
we had 54.

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When we started the program in 2010, we had
49.

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Because it's dynamic, we're able to track
the kinds of changes that the community is

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undergoing.

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It's fragmented, it's incredibly diverse,
and the story in Vegas is that every year

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1/3 of the city moves in and 1/3 of the city
moves out, so we need this kind of dynamic

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tool.

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This shows you just one of the branches.

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We did code the cardholder activity at their
most frequently used branch.

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We were able to create a new kind of branch
map that didn't have the old concentric circles,

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but rather has a census block by census block
where cardholders are that use that particular

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library.

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Our branch managers are doing an incredible
job of managing complexity.

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This has 21 different household segments and
they literally change block to block.

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One of the things that we say in the library
world is that we serve families and one of

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the things that we learned in Vegas that we
actually serve 26 different kinds of households

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of families.

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That's just you know, quite amazing as our
budget fell 1/3, I think I got there, it was

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84 million and now it's 48 million.

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We had to, very quickly, target our resources
to the actual populations that we're serving.

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And so, we started looking at the family segments.

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And nearly half of the, well, 67% of the population
actually is households that have families.

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And as we started to dig deeper into the data,
we found out that the largest segment, almost

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300,000 called the up and coming.

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These families are young, they've got young
kids, but they've got education and careers,

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they're on their way.

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They've got houses, cars, lots of expenses
that you know, relate to children and raising

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kids.

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But then the other half, almost 300,000 of
the other family households are actually making

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less than 50 K a year.

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The aspiring families are going to be up and
coming.

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The rest are making way under 50, like around
the 30 K to 14,000.

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These are the families we're mostinterested
in right now.

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We're one of the states that doesn't have
full day kindergarten, legislature's meeting

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now.

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We're really wondering where are these families
who have young parents and young kids going

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to get the PreK help they need.

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Using this data, we're targeting in on the
heart of our community's biggest issue and

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that is education.

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Of course it also relates to employment and
economic development as well.

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Once we have this data, we're able to take
our staff quickly through what does it mean?

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And we have a number of different exercises
that sort of are precursors to maybe the,

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the more intensive work you might do in a
very expensive focus group.

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And we just take our, we, we look at the segment
and the description that's provided by the,

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by the market segment folks, it gives you
a lot of information where they shop, what

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they do, what they like to do, what their
interests are, how they like to get communicated

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with and then we read between the lines and
we have an exercise, what makes them tick?

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This particular one, the young and restless
is a group of young singles and like the name

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says, you know, they kind of love the partying
life, they probably work on the strip and

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what makes them tick is just having some fun
and some fun that doesn't cost a whole lot.

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It also leads us down the path to get more
familiar with the kinds of users that we use,

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so...we go quickly from the market segment
household type, which is by lifestyle and

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life stage and we get into the user narratives.

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And this particular slide comes from another
IMLS grant we had called the Learning Labs.

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We were fortunate to be part of the ULLC and
a project sponsored by IMLS and MacArthur.

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This talks about a young man that was bullied
at school, not doing well at school, like

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many of the kids we're seeing in the Digital
Learning Labs across the nation.

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Not doing good at school, but thriving in
the library environment where they actually,

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one of our branch managers started up a deejay
lab.

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That's a clear career path.

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One club actually is contracting with deejays
for over $6 million a year.

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Unbelievable.

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So...this guy, you know, we actually talked
with his, his dad and his dad said, what did

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you do to my son?

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You know...he used to pace around the house,
he was really agitated, he couldn't focus

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at school, and as the branch manager was talking
to the young man, you know, to the young man's

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father, he came out of the lab and said, some
kids don't know what's going on, what do I

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do?

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He said, go train them.

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Mere weeks and months later, what he on his
way with immense confidence and fistpumps

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galore.

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This information has quickly given us the
ability to move into strategy development,

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very, very specific to the households that
we're serving.

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That group that has the resources, we know
how to reach them electronically, of course,

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all of these being young parents with young
kids are digital natives.

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So, we're really looking at apps and mobile
strategies, but we're also looking at the

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great divide.

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So that second half of the families that have
low education and I'm talking less than high

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school, low employment prospects, low English
language, about half of them have low English

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language and we know now, block by block,
where do we go if we want to reach the Englishlearner

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population, if we want to reach the families
that need us the most.

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This is a chart that we actually created a
pie chart for each of our library branches.

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Again, we're able to use the data, we had
54 different segments, but we sort of divvied

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them into three major groups and we colorcoded
them.

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We had three major kinds of families.

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Families that have the resources, families
that have low resources and then families

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that have low resources and English language
learning challenges.

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So...the three oranges are kind of the family
segments.

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Then we had the elder segment and they were
both elders that have the resources.

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We have a lot of midwesterners and so forth
that move in, second homes, lots of education.

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We also have a huge population of seniors
that don't have any resources at all and so,

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we wanted to sort of distinguish our strategy
development for them.

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And then, the second group is kind of mushy.

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It's singles and couples that don't have kids
in the household.

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We saw a bifurcation of households that have
the resources and those that don't.

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We set benchmarks for getting people involved
in the segment, as well as the library, as

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well as finding segments that weren't using
the library yet.

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Finding the neighborhoods where we didn't
see a lot of cardholders.

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I might say also that the, using the little
pie charts is helping us cluster our library

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branches.

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They may not have been next to each other
geographically, now we're clustering them

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by who they serve.

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It becomes customerdriven by the staff and
they feel very empowered to sort of tweak

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and tailor their branch service mix, based
on the population they're serving.

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We modeled all the demographic information
in town on a national study of adult learners.

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And we came up with a high challenge, adult
literacy map and this is the first time that

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our community had actually seen data like
this.

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We know we had a tremendous number of adults
that had low educations and marginal occupations

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00:27:34.710 --> 00:27:39.700
and were probably in those years in the category
of totally out of work.

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Probably close to losing their homes, et cetera.

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00:27:42.809 --> 00:27:47.820
And so, this, this map actually helped us,
this is the hot hot hot spot.

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These are all high challenge adult literacy
census blocks and you can see some of them

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are really super high challenged.

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00:27:55.070 --> 00:27:59.120
And those are the ones that we found actually
were in the category called new west.

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00:27:59.120 --> 00:28:01.960
Which means they moved to the U.S. in the
last ten years.

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They're the foreign nationals.

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We used this to reposition the library in
town.

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Before the recession, nobody in Vegas worked
together, it was a very low collaboration

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city.

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00:28:13.320 --> 00:28:18.759
And we were able to take this to the United
Way, to our Economic Development Authority,

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00:28:18.759 --> 00:28:25.320
to our School Board and to the executive staff
at the school district and say, we are now

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00:28:25.320 --> 00:28:30.649
targeting our adult education classes with
him.

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00:28:30.649 --> 00:28:41.169
Now we are moving one of our libraries closer
into the area that is the spur hot spot.

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Those are actually also families that have
low English and low income and low occupational

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00:28:49.739 --> 00:28:50.739
opportunity.

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00:28:50.739 --> 00:28:55.599
The latest grant we received from the IMLS
is called the Power Patrons Survey.

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00:28:55.599 --> 00:28:58.620
All the data we're using is based on checkouts.

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That's the only data our particular system
has at this moment.

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00:29:02.960 --> 00:29:07.309
We want to get more data in terms of what
are the  what's the behavior in downloads?

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00:29:07.309 --> 00:29:09.970
What's the behavior in computer use?

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00:29:09.970 --> 00:29:13.340
What's the behavior in program attendance.

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00:29:13.340 --> 00:29:19.519
This particular study is really looking at
power patrons and the vendor we've been using,

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00:29:19.519 --> 00:29:24.259
Civic Tech has ten other national libraries
we're doing the study with.

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00:29:24.259 --> 00:29:32.019
We're able to see the long tail of use, a
lot of our cardholders are in that one to

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00:29:32.019 --> 00:29:34.159
forty checkouts a year.

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00:29:34.159 --> 00:29:36.999
This is 2014 data.

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00:29:36.999 --> 00:29:40.979
There's a long tail of folks that are using
up to 400 items a year.

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00:29:40.979 --> 00:29:48.059
We looked at the 20% of the long tail and
then mapped them out to the market segments.

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This is telling us, are the power patrons
mirroring the kinds of households that we're

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00:29:53.879 --> 00:29:56.169
seeing across the rest of the community?

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00:29:56.169 --> 00:30:01.869
And it becomes, for us, a way, not only to
do a community needs assessment, but to benchmark

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00:30:01.869 --> 00:30:11.159
our future progress as we try to get more
of the households into the library using it.

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00:30:11.159 --> 00:30:15.599
This particular study will come out in September,
I will have a few highlights that come out

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00:30:15.599 --> 00:30:21.440
in ALA and we'll go ahead and put the publication
out in September.

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00:30:21.440 --> 00:30:26.440
So take a look at that when it comes out.

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00:30:26.440 --> 00:30:30.820
Of course, the closing thought is that as
we don't have to do so much with managing

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00:30:30.820 --> 00:30:36.929
the things, we actually get to do the very,
very exciting work at building our community.

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00:30:36.929 --> 00:30:43.029
And...for Vegas, we're really thrilled that
we were able to use these private sector tools,

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00:30:43.029 --> 00:30:47.690
quickly assess our community and then use
the other kinds of community engagement strategies

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so we know who we're serving and better able
to use and get as Maura said, the biggest

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bang for the buck for the resources we still
have after the recession.

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Thank you.

333
00:31:03.700 --> 00:31:04.700
>> Great, super.

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00:31:04.700 --> 00:31:05.700
[applause]
>> Thanks, Danielle.

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00:31:05.700 --> 00:31:08.099
Danielle's given us a broad view, now we'll
go to a narrower view.

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00:31:08.099 --> 00:31:15.799
Jacquie will talk about working with a specific
group of individuals in the community.

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00:31:15.799 --> 00:31:16.799
>> Thank you, Susan.

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00:31:16.799 --> 00:31:18.289
Thank you, IMLS for inviting me to be here
today.

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00:31:18.289 --> 00:31:25.469
I'm delighted to be representing Infopeople
and I'm talking to you about a California

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00:31:25.469 --> 00:31:31.080
state library, statewide initiative, the Veterans
Connect at the Library.

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00:31:31.080 --> 00:31:37.659
Now going into its fourth year with IMLSfunding
and a significant amount of local resources

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00:31:37.659 --> 00:31:38.700
as well.

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00:31:38.700 --> 00:31:44.489
So...it is absolutely appropriate that California
be taking the lead in this.

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00:31:44.489 --> 00:31:52.029
The military continues its draw down in spite
of what's going on in the news today.

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00:31:52.029 --> 00:31:58.129
Military troops are being sent home from southwest
Asia and the military force is being drawn

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00:31:58.129 --> 00:32:00.710
down and reduced overall.

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00:32:00.710 --> 00:32:08.600
Approximately 160,000 military service members
are discharged every year and over 10% of

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00:32:08.600 --> 00:32:11.129
those Veterans come to California.

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00:32:11.129 --> 00:32:17.499
They're either discharged at a base in California
or they return to their home state or they

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00:32:17.499 --> 00:32:18.849
relocate here.

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00:32:18.849 --> 00:32:25.979
So...it is, again, it's perfectly appropriate
and it was spot on for California to recognize

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00:32:25.979 --> 00:32:32.479
that Veterans in their communities are in
need of connecting and what better place than

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00:32:32.479 --> 00:32:39.570
a trusted and confidential, with professional
staff, and help, than at a public library.

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00:32:39.570 --> 00:32:46.029
So...sadly, a very high percentage of Veterans
across the country are not connecting, not

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00:32:46.029 --> 00:32:51.899
tapping in and not receiving benefits and
services for which they may be eligible.

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00:32:51.899 --> 00:32:57.850
A lot of that, we've been told that every
Veteran or every discharged service member

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00:32:57.850 --> 00:33:01.589
goes through a week before it, of debriefing.

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00:33:01.589 --> 00:33:05.499
It's called transition assistance program,
TAP.

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00:33:05.499 --> 00:33:12.249
It's a one week of very, very condensed, very
structured, information dumping.

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00:33:12.249 --> 00:33:17.440
One Veteran told me it's about 100 pounds
of information received in maybe, they get

361
00:33:17.440 --> 00:33:22.119
the week and maybe they're out of town that
week or they're on duty somewhere and so they

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00:33:22.119 --> 00:33:23.489
don't get the full week.

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00:33:23.489 --> 00:33:28.621
Nevertheless, they come out of this with all
this information that couldn't possibly, could

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00:33:28.621 --> 00:33:34.909
they retain after one, one session and so
many are anxious about returning and they're

365
00:33:34.909 --> 00:33:37.110
nervous and they're excited.

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00:33:37.110 --> 00:33:41.559
So really coming out of it, someone else told
me, all I can think about is the next In and

367
00:33:41.559 --> 00:33:44.429
Out burger they're going to get.

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00:33:44.429 --> 00:33:50.419
Some are young, some are not so young, they've
had a lot of information given to them and

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00:33:50.419 --> 00:33:52.679
couldn't possibly remember everything.

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00:33:52.679 --> 00:33:56.859
What they do remember, the younger Veterans
are connected to the Higher Education.

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00:33:56.859 --> 00:34:00.880
They went in for those benefits, they come
out knowing.

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00:34:00.880 --> 00:34:02.870
That's often the really strong link.

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00:34:02.870 --> 00:34:07.070
They go to their community college or they
get enrolled with their GI bill and they know

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00:34:07.070 --> 00:34:08.169
those benefits.

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00:34:08.169 --> 00:34:14.300
But so many come out and they are totally
off the grid in terms of what they're getting.

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00:34:14.300 --> 00:34:19.620
And this goes back, we talked with Vietnam
Veterans who had very, very little assistance,

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00:34:19.620 --> 00:34:23.750
but you, and you'd think there would have
been progress, but even today, Veterans are

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00:34:23.750 --> 00:34:26.710
coming out, not knowing their benefits and
services.

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00:34:26.710 --> 00:34:31.320
So...without getting those services, they're
leaving a lot of federal money on the table

380
00:34:31.320 --> 00:34:32.870
and then they turn to the state.

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00:34:32.870 --> 00:34:34.460
So it's a drain on the state services.

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00:34:34.460 --> 00:34:39.490
So, it's really to our advantage to get these
folks connected to what services and benefits

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00:34:39.490 --> 00:34:42.409
they can, that they're eligible for.

384
00:34:42.409 --> 00:34:44.390
And it's really our responsibility.

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00:34:44.390 --> 00:34:50.500
They have served us and for what we can provide
to them, it's, it's really on, on us and it's,

386
00:34:50.500 --> 00:34:53.830
it's, it makes you very proud to be part of
their life.

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00:34:53.830 --> 00:35:00.230
And just to give you an idea of what the diversity
is, I attend a VA women Veterans event in

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00:35:00.230 --> 00:35:05.680
Chico, California.

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00:35:05.680 --> 00:35:08.490
It's a rural northern California county.

390
00:35:08.490 --> 00:35:15.130
The VA has a Health Care system targeting
women, Veterans in these rural communities

391
00:35:15.130 --> 00:35:20.860
and really trying to bring down barriers of
service to these women Veterans.

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00:35:20.860 --> 00:35:28.970
It was an opportunity, and the library was
offered to host the event and so, it brought

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00:35:28.970 --> 00:35:34.580
these women, about 50 women had signed up
through their VA connection to come to the

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00:35:34.580 --> 00:35:41.890
Chico Library and spend a day of rejuvenation
and rest, they had healing touch, massage,

395
00:35:41.890 --> 00:35:47.190
makeup and manicures.

396
00:35:47.190 --> 00:35:51.710
While the public was circulating still, these
women were going to different offices that

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00:35:51.710 --> 00:35:57.410
were little nooks and crannies set up so they
could go and have this day of refreshment.

398
00:35:57.410 --> 00:36:02.760
But just to give you an idea, we had a luncheon
at the end of the day, they asked, who is

399
00:36:02.760 --> 00:36:09.410
the oldest in the room, and there were two,
91 and 90yearolds from World War II really,

400
00:36:09.410 --> 00:36:12.320
really special women and boy were they in
great shape.

401
00:36:12.320 --> 00:36:14.120
A real inspiration.

402
00:36:14.120 --> 00:36:18.620
As well as a young 28yearold, recently discharged.

403
00:36:18.620 --> 00:36:22.010
So...talking about diversity of a population.

404
00:36:22.010 --> 00:36:23.240
This is just one room.

405
00:36:23.240 --> 00:36:28.560
So you know that over the, over the span of
the country, we're really dealing with folks

406
00:36:28.560 --> 00:36:33.830
that are looking for burial rights for their
spouses, and hearing aid help and then to

407
00:36:33.830 --> 00:36:40.150
the extreme of trying to connect to those
education waivers and what's in their GI bill.

408
00:36:40.150 --> 00:36:47.040
And drilling down to what's my DD214, the
piece of identification, when you get discharged

409
00:36:47.040 --> 00:36:51.720
from the military, you have to have that and
if you, if you left the military and you don't

410
00:36:51.720 --> 00:36:56.200
remember what it was or you didn't, you lost
that piece of information, you now, a lot

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00:36:56.200 --> 00:37:02.000
of libraries are helping Veterans find that
identification so that they can connect with

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00:37:02.000 --> 00:37:05.370
VA or whatever it is, the benefits they're
looking for.

413
00:37:05.370 --> 00:37:11.060
So...just to give you some background, how
it started in California was our department

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00:37:11.060 --> 00:37:14.530
of, the California Department of Veterans'
Affairs.

415
00:37:14.530 --> 00:37:29.850
CalVet approached the libraries in the communities,
how can libraries help in getting Veterans

416
00:37:29.850 --> 00:37:32.060
connected to these benefits?

417
00:37:32.060 --> 00:37:37.340
When a military member's discharged, the Department
of Education immediately shuts down the email

418
00:37:37.340 --> 00:37:38.500
for that person.

419
00:37:38.500 --> 00:37:43.250
There's no communication between Department
of Defense and the various state departments

420
00:37:43.250 --> 00:37:46.860
of Veterans affairs and how to try to connect
with those people.

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00:37:46.860 --> 00:37:49.970
It's really on the Veteran to make the connection.

422
00:37:49.970 --> 00:37:55.850
Unless they go out with the medical discharge
or that, like I said, they go directly to

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00:37:55.850 --> 00:38:01.130
their community college or their university,
there's a gap of communication and so, we

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00:38:01.130 --> 00:38:03.630
don't have the ability to connect with them.

425
00:38:03.630 --> 00:38:10.020
So, it's up to the state Department of Veterans'
Affairs, in our case, CalVet that do outreach.

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00:38:10.020 --> 00:38:18.440
They depend on the Veterans service officers,
they depend on a different notforprofit Veteran

427
00:38:18.440 --> 00:38:25.670
organizations and, and sadly, the younger
vets that are coming out, we found out, don't

428
00:38:25.670 --> 00:38:34.730
relate to the other organizations that have
been around a long time.

429
00:38:34.730 --> 00:38:40.400
They're not so genderfriendly sometimes, and
age is a difference, so they just don't see

430
00:38:40.400 --> 00:38:42.660
themselves as a Veteran of that group.

431
00:38:42.660 --> 00:38:47.920
So, again, if they're not connected through
their school or some other affiliation, they

432
00:38:47.920 --> 00:38:50.620
really do miss out on a lot of these benefits.

433
00:38:50.620 --> 00:38:58.230
So...through CalVet being our guide and partner
in this whole development of how can libraries,

434
00:38:58.230 --> 00:39:04.631
what can we do in communities, they suggested
to us, if we could create some kind of, even

435
00:39:04.631 --> 00:39:14.850
a person on the staff or a volunteer, that
could just listening, could we get good listeners?

436
00:39:14.850 --> 00:39:17.000
We could create an in a box model.

437
00:39:17.000 --> 00:39:25.130
What could we do that would be as least of
a burden as possible and create a collection

438
00:39:25.130 --> 00:39:30.010
of materials that would be specific to Veteran
issues in the current.

439
00:39:30.010 --> 00:39:35.700
We could build a volunteer core that would
be the point people for the, for the Veteran

440
00:39:35.700 --> 00:39:41.310
to come into and provide, and CalVet said
if we could get a laptop, a printer, that

441
00:39:41.310 --> 00:39:42.580
would be huge.

442
00:39:42.580 --> 00:39:48.700
A lot of organizations still depend on printing
and faxing.

443
00:39:48.700 --> 00:40:05.910
It's very dated, but even in the four years
they've been involved, we're seeing progress.

444
00:40:05.910 --> 00:40:13.430
It is statewide and growing, we do field a
lot of questions and support, we provide the

445
00:40:13.430 --> 00:40:19.630
support, but it's really a, it's on that point
person at the library to be the outreach and

446
00:40:19.630 --> 00:40:25.070
the contact for us, but, another really key
thing is to get involved in what the organizations

447
00:40:25.070 --> 00:40:28.600
are already, who is already serving Veterans
in your community?

448
00:40:28.600 --> 00:40:34.960
That's why we found the project level, the
statewide level, it's really about the community

449
00:40:34.960 --> 00:40:40.540
needs assessment, drilled down to who's in
that community and what's already going on.

450
00:40:40.540 --> 00:40:45.491
We never intended and we made that very clear
to all of the partners that we made, we're

451
00:40:45.491 --> 00:40:50.900
not here to duplicate any services, we're
strictly about referring and getting that

452
00:40:50.900 --> 00:40:53.870
Veteran, maybe just being a good listener.

453
00:40:53.870 --> 00:40:57.690
Our volunteers are Veterans themselves or
military families.

454
00:40:57.690 --> 00:41:01.160
That's who we're targeting as volunteers.

455
00:41:01.160 --> 00:41:07.270
They really have a sense of, of what that
Veteran may have been, what their life might

456
00:41:07.270 --> 00:41:08.370
have been like.

457
00:41:08.370 --> 00:41:13.220
Because as much as I want to be part of that
community, I am not and I never will be and

458
00:41:13.220 --> 00:41:17.040
I really feel that when I'm in a group of,
especially young Veterans.

459
00:41:17.040 --> 00:41:22.110
They just have a real camaraderie and I so
respect that.

460
00:41:22.110 --> 00:41:27.350
Getting the volunteer to be a Veteran or military
family member has been pivotal.

461
00:41:27.350 --> 00:41:34.470
But knowing the community you're in, and in
every community, we're in currently, it's

462
00:41:34.470 --> 00:41:35.570
all very different.

463
00:41:35.570 --> 00:41:39.030
Some are really connected to the employment
development department.

464
00:41:39.030 --> 00:41:41.700
They've been a really good resource for us.

465
00:41:41.700 --> 00:41:46.370
Others have been to their county Veterans
service officers or other organizations within

466
00:41:46.370 --> 00:41:47.370
the community.

467
00:41:47.370 --> 00:41:51.900
So we have found that to be really key in
making this successful in each community we're

468
00:41:51.900 --> 00:41:52.900
in.

469
00:41:52.900 --> 00:41:58.260
I'd like to say we've been at, we're 24 now,
but after July 1st, we think we'll be at 40

470
00:41:58.260 --> 00:42:00.470
different sites.

471
00:42:00.470 --> 00:42:03.530
One of our branches is Sacramento Public Library.

472
00:42:03.530 --> 00:42:11.530
One of the branches has opened up her branch
one morning every month, ahead of the public

473
00:42:11.530 --> 00:42:18.040
library schedule and offers them, the Veterans
that happen to live in a residential facility

474
00:42:18.040 --> 00:42:22.610
down the street, they come and it's a special
field trip for these vets.

475
00:42:22.610 --> 00:42:26.310
It's actually now, there's a certain amount
of time they were.

476
00:42:26.310 --> 00:42:33.370
They're house restricted, but at a certain
level, they can go to the library, that's

477
00:42:33.370 --> 00:42:35.030
their field trip perks.

478
00:42:35.030 --> 00:42:41.720
So, Kristi, the branch manager has opened
up the library on these Friday mornings just

479
00:42:41.720 --> 00:42:46.140
to these Veterans where they can come in,
they get computer access, they can get staff

480
00:42:46.140 --> 00:42:51.990
assistance with creating resumes or working
on their, any other research they're doing

481
00:42:51.990 --> 00:42:56.750
or they could just sit and read the newspaper
in the big living room of this library.

482
00:42:56.750 --> 00:43:02.620
They've told us through these focus groups
we held how special that makes them feel and

483
00:43:02.620 --> 00:43:08.810
these are, these are guys that are not prone
to being touchyfeely ones.

484
00:43:08.810 --> 00:43:12.270
This makes them really feel very respected
and honored.

485
00:43:12.270 --> 00:43:22.340
So, I, that's been a great, a great learning
piece, but...so, we have a 12step model that

486
00:43:22.340 --> 00:43:27.010
we've created that we're trying to kind of
package and refine so we can make this as

487
00:43:27.010 --> 00:43:32.780
simple as possible for libraries to take on,
again, building that collection, getting the

488
00:43:32.780 --> 00:43:38.660
laptop and the, the chrome books, that was
another CalVet suggested if we could have

489
00:43:38.660 --> 00:43:43.390
something people could work on on their own.

490
00:43:43.390 --> 00:43:50.390
So we check out chrome books inside the library
for the Veterans and/or their family members.

491
00:43:50.390 --> 00:43:56.150
And we really do try to make that, make that
clear that family members are often the connection

492
00:43:56.150 --> 00:43:57.750
that we have initially.

493
00:43:57.750 --> 00:44:04.100
A Veteran, through this project, we found
that Veterans often don't selfidentify as

494
00:44:04.100 --> 00:44:05.100
Veterans.

495
00:44:05.100 --> 00:44:11.520
One of the basic questions we've learned and
shared with our library partners is not to

496
00:44:11.520 --> 00:44:14.270
ask the question are you a Veteran?

497
00:44:14.270 --> 00:44:16.840
But have you served in the military?

498
00:44:16.840 --> 00:44:24.810
Interestingly enough, women in particular
are a very, mostlikely not to identify themselves

499
00:44:24.810 --> 00:44:25.810
as a Veteran.

500
00:44:25.810 --> 00:44:31.760
I met a woman who had a long time friendship
with another woman and neither of them had

501
00:44:31.760 --> 00:44:35.100
ever mentioned together that they had served
in the military.

502
00:44:35.100 --> 00:44:38.720
After knowing each other for years.

503
00:44:38.720 --> 00:44:41.310
It's a mindset.

504
00:44:41.310 --> 00:44:43.170
We're learning it's a different look.

505
00:44:43.170 --> 00:44:51.580
It's not our parents or our grandparents,
it can be someone very young and very unassuming.

506
00:44:51.580 --> 00:44:57.210
But, some of these vets don't selfidentify,
but they do so consciously and they don't

507
00:44:57.210 --> 00:45:00.850
want to be part of that organization.

508
00:45:00.850 --> 00:45:05.180
It is through a family member or friend that
is often the person that will make that connection

509
00:45:05.180 --> 00:45:06.380
for us.

510
00:45:06.380 --> 00:45:15.480
So...I think that's, I think that sums up
my, our Veterans Connect project.

511
00:45:15.480 --> 00:45:19.320
It's growing and we're very proud to be part
of this community.

512
00:45:19.320 --> 00:45:25.520
And...we have, in fact, in this library, I
was talking to some volunteers.

513
00:45:25.520 --> 00:45:32.160
A gentleman was going up the escalator, showing
her the key to his new apartment because of

514
00:45:32.160 --> 00:45:39.040
the connection he had with the woman that
was sitting on the floor next to him.

515
00:45:39.040 --> 00:45:41.550
>> Thank you, great.

516
00:45:41.550 --> 00:45:47.240
[applause]
>> All right, we're going to stop talking

517
00:45:47.240 --> 00:45:53.510
for awhile and ask you to think about questions
that you might have of us.

518
00:45:53.510 --> 00:45:55.120
And happy to answer.

519
00:45:55.120 --> 00:45:58.860
And we've got questions that can come in live
stream as well.

520
00:45:58.860 --> 00:46:02.980
I wonder, is there anyone that has a question
straight away?

521
00:46:02.980 --> 00:46:04.260
Yep?

522
00:46:04.260 --> 00:46:11.790
>> I have a question for Danielle about accessing
the tapestry resources, is that something

523
00:46:11.790 --> 00:46:16.590
you got grant funding for or did you get it
in kind?

524
00:46:16.590 --> 00:46:23.830
>> We actually received our first LSTA grant,
it was 2009 money, we got it in 2010 and started

525
00:46:23.830 --> 00:46:28.000
to set up the system, which is this dynamic
system.

526
00:46:28.000 --> 00:46:36.290
We worked with the vendor Civic Technologies
and since that time, they've gone out to many

527
00:46:36.290 --> 00:46:42.350
different public libraries, so over the last
five years, we continued to get a bit of grant

528
00:46:42.350 --> 00:46:45.440
money here and there to refine that.

529
00:46:45.440 --> 00:46:52.540
And...now that we're working on the Power
Patron Project, we identified ten libraries,

530
00:46:52.540 --> 00:47:01.160
small, medium and large, who, and, together,
I think we have over 18 million checkouts

531
00:47:01.160 --> 00:47:06.610
and you know, all of the data that we're looking
at, not only in terms of each of our systems,

532
00:47:06.610 --> 00:47:09.030
but across the country.

533
00:47:09.030 --> 00:47:14.230
So that we can actually start to see which
library systems might have similar kinds of

534
00:47:14.230 --> 00:47:19.140
community populations and we can create some
learning communities around sharing information

535
00:47:19.140 --> 00:47:25.030
on what works there.

536
00:47:25.030 --> 00:47:39.460
>> Good morning, I'm with the Consumer Financial
Protection Bureau, a new federal agency.

537
00:47:39.460 --> 00:47:45.870
I worked with some of you here, we're doing
a slot of work with libraries.

538
00:47:45.870 --> 00:47:51.100
I actually have a question, but before I do,
can you repeat the name of the database?

539
00:47:51.100 --> 00:47:58.970
>> We are using, we started out with EZRE's
tapestry and Civic Technology's has added

540
00:47:58.970 --> 00:48:02.710
a second database called Landscape..

541
00:48:02.710 --> 00:48:05.120
>> Thanks.

542
00:48:05.120 --> 00:48:14.740
My question is what kind of assessment work
have you done in terms of serving the walkins

543
00:48:14.740 --> 00:48:17.730
versus people who access your services online?

544
00:48:17.730 --> 00:48:20.970
I hope I'm making sense of my question.

545
00:48:20.970 --> 00:48:22.540
>> Is that for Kristin?

546
00:48:22.540 --> 00:48:25.850
>> For any of you.

547
00:48:25.850 --> 00:48:32.410
We feel we have patrons that come to the library
and get books, but a lot are accessing your

548
00:48:32.410 --> 00:48:33.690
services online.

549
00:48:33.690 --> 00:48:36.920
So have you done work in that space?

550
00:48:36.920 --> 00:48:40.440
>> I'd say that's our biggest challenge in
the industry.

551
00:48:40.440 --> 00:48:48.400
Is that the online services, it's very, well,
unless they're doing a database, we are lacking

552
00:48:48.400 --> 00:48:49.400
data.

553
00:48:49.400 --> 00:48:52.490
In terms of who is walking in and coming into
the programs.

554
00:48:52.490 --> 00:48:54.270
We have great and vibrant partnerships.

555
00:48:54.270 --> 00:48:59.220
We have found, like Kristin found, that some
of the more helpful programs that we really

556
00:48:59.220 --> 00:49:04.160
spend a lot of time developing, we're not
getting the kind of program participation

557
00:49:04.160 --> 00:49:07.160
that we want.

558
00:49:07.160 --> 00:49:09.380
That would be our biggest challenge.

559
00:49:09.380 --> 00:49:15.660
Trying to get a bar code scan or find out
they don't have a card.

560
00:49:15.660 --> 00:49:21.970
We're working on a database where they never
have to show up to the library to get an activated

561
00:49:21.970 --> 00:49:22.970
card.

562
00:49:22.970 --> 00:49:26.170
They can work from home or their office.

563
00:49:26.170 --> 00:49:37.010
>> We, we certainly try to service people
who come in through our, we have very, very

564
00:49:37.010 --> 00:49:46.480
vibrant, very, very busy, always underresourced,
virtual telephone and email reference service

565
00:49:46.480 --> 00:49:50.050
called askNYPL.

566
00:49:50.050 --> 00:49:58.920
We make sure that staff from that service
are part of the librarians who are continuously

567
00:49:58.920 --> 00:50:06.050
trained with the online training modules we
have.

568
00:50:06.050 --> 00:50:18.450
So one of the ways we help people who choose
not to come in or are outside the city is

569
00:50:18.450 --> 00:50:19.630
to ask NYPL.

570
00:50:19.630 --> 00:50:28.160
We also have advisory services in the entrepreneurship
area and in the job coaching area.

571
00:50:28.160 --> 00:50:32.480
We have 20 volunteer career coaches.

572
00:50:32.480 --> 00:50:35.970
All of whom are certified.

573
00:50:35.970 --> 00:50:39.050
Some work on the outside and out placement.

574
00:50:39.050 --> 00:50:46.610
They give about four hours a week onsite,
but more of them now are starting to offer

575
00:50:46.610 --> 00:50:47.980
Skype coaching.

576
00:50:47.980 --> 00:50:57.250
So, we have started in the advisory services,
working, we have one job out placement coach

577
00:50:57.250 --> 00:51:04.820
who Skypes in from Singapore, for example.

578
00:51:04.820 --> 00:51:11.811
Of the eleven modules where we did an intensive
three to fourhour handson training of our

579
00:51:11.811 --> 00:51:16.360
front line staff, eight of those are also
available online.

580
00:51:16.360 --> 00:51:26.750
So that, with both our volunteer financial
coaches, as well as our library staff and

581
00:51:26.750 --> 00:51:33.360
people who come through Ask, we are able to
refer them, not only to the vetted web resources,

582
00:51:33.360 --> 00:51:41.700
but to the whole process of going through
a module on insurance or identity theft or

583
00:51:41.700 --> 00:51:43.360
living on the financial edge.

584
00:51:43.360 --> 00:51:50.250
So we have several levels that we can use
virtually.

585
00:51:50.250 --> 00:51:59.400
>> Maria, will you identify
>> Maria Carpenter from Santa Monica.

586
00:51:59.400 --> 00:52:01.360
Kristin, your program sounds amazing.

587
00:52:01.360 --> 00:52:04.290
I was wondering, who designed the curriculum?

588
00:52:04.290 --> 00:52:11.310
>> I should have mentioned that, I was so
 I tend to go off on segues, I was so determined

589
00:52:11.310 --> 00:52:14.670
not to go over that I left out some crucial
things.

590
00:52:14.670 --> 00:52:24.720
A fabulous, fabulous team from Rutgers University
from the Cooperative Extension program at

591
00:52:24.720 --> 00:52:27.340
Rutgers.

592
00:52:27.340 --> 00:52:36.520
She is considered, Barb O'Neill, is considered
one of the deans of consumer personal finance

593
00:52:36.520 --> 00:52:37.520
education.

594
00:52:37.520 --> 00:52:39.560
The reason they were such dreams.

595
00:52:39.560 --> 00:52:45.910
Anyone who is really interested, I should
say that I, I'm, I didn't look as closely

596
00:52:45.910 --> 00:52:46.940
as I should have.

597
00:52:46.940 --> 00:52:57.960
I'd be happy to answer any other questions,
but my email or my web address there should

598
00:52:57.960 --> 00:53:06.930
be, for this project, should be NYPL.org/civil
(?) Not underscore.

599
00:53:06.930 --> 00:53:18.810
And she, one of the byproducts of this project
and why I underscored the point that regardless

600
00:53:18.810 --> 00:53:26.900
of how wellresourced you are, where we are,
I don't think libraries, I think IMLS helps

601
00:53:26.900 --> 00:53:35.320
us, I think Urban Library helps us, ALA helps
us, but I don't think we truly appreciate

602
00:53:35.320 --> 00:53:43.510
 we think of ourselves as serving the end
user, our patrons in these 64 different kinds

603
00:53:43.510 --> 00:53:45.030
of households.

604
00:53:45.030 --> 00:53:55.240
We are a huge partner, and we truly serve
NGOs and the trilite government agencies.

605
00:53:55.240 --> 00:54:07.040
In the case of Barbara O'Neill, she's tapped,
I'd say, by six or seven different consumer

606
00:54:07.040 --> 00:54:09.670
academic organizations or whatever.

607
00:54:09.670 --> 00:54:16.710
But having worked with us now, we taught her
how to create Avatars, for example, we were

608
00:54:16.710 --> 00:54:27.260
able to give her team, which had this incredible
knowledge and created these, these scripts

609
00:54:27.260 --> 00:54:35.860
and these interactive exercises, and the vetted
websites, but we gave her 21st century technology

610
00:54:35.860 --> 00:54:43.460
tools and as a result, she goes all over the
country talking about libraries and the role

611
00:54:43.460 --> 00:55:00.740
they play, she, we've become not only a consumer
of her, untouchable personal finance information.

612
00:55:00.740 --> 00:55:06.270
We have done what we do well, which is teach
and she goes on military bases and does the

613
00:55:06.270 --> 00:55:08.450
financial planning there.

614
00:55:08.450 --> 00:55:15.290
>> Hi, Susan McVey at the Oklahoma Department
of Public Libraries.

615
00:55:15.290 --> 00:55:21.200
All of you use volunteers in the programs
and outreach that you do.

616
00:55:21.200 --> 00:55:26.360
I'd be interested in your comments about how
you go about recruiting them or what you found,

617
00:55:26.360 --> 00:55:35.080
I think Jacquie touched on it briefly in terms
of working or selecting military family members

618
00:55:35.080 --> 00:55:42.160
or Veterans themselves to use, but any tips
or observations you found about how you went

619
00:55:42.160 --> 00:55:46.250
through that and how it all worked out.

620
00:55:46.250 --> 00:55:48.890
>> I'll start, thank you.

621
00:55:48.890 --> 00:55:51.110
Yes, that was our goal.

622
00:55:51.110 --> 00:55:56.250
The goal of using volunteers was because they
are already so connected in their communities,

623
00:55:56.250 --> 00:56:02.940
but also to take the burden off library staff,
it would be one person managing the volunteers.

624
00:56:02.940 --> 00:56:08.710
What we have found, however, it's a challenge,
volunteers come in and they're very excited

625
00:56:08.710 --> 00:56:13.540
and very passionate and ready to serve and
ready to help, but there is not this steady

626
00:56:13.540 --> 00:56:15.850
flow of Veterans coming in the door.

627
00:56:15.850 --> 00:56:21.760
So we ask that they were doing actually a
series of webinars now to train volunteers

628
00:56:21.760 --> 00:56:25.430
and these are highly skilled, ready to go,
volunteers.

629
00:56:25.430 --> 00:56:28.570
Like I said, often Veterans themselves.

630
00:56:28.570 --> 00:56:34.869
We're trying to give them new sets of skills,
like how to help a Veteran transfer their

631
00:56:34.869 --> 00:56:42.340
military skills into civilian language, so,
on an employment resume, they can speak civilian.

632
00:56:42.340 --> 00:56:46.890
And...and really, and showcase what they,
they do.

633
00:56:46.890 --> 00:56:54.490
We're trying to give our volunteers more sets
of ideas to incorporate while they're on the

634
00:56:54.490 --> 00:56:55.680
job.

635
00:56:55.680 --> 00:57:00.540
Sadly, volunteers are leaving because they're
not getting the hours of service they had

636
00:57:00.540 --> 00:57:02.150
hoped or the interaction.

637
00:57:02.150 --> 00:57:09.180
We tapped into, to make up for that or to
supplement the VA officers a workstudy program,

638
00:57:09.180 --> 00:57:16.140
with students from in their, when they're
in their, using the GI bill that they can

639
00:57:16.140 --> 00:57:22.630
be placed in community resources, so we've
got four sites now that are approved by the

640
00:57:22.630 --> 00:57:27.680
VA as being workstudy sites and one as already
placed their students.

641
00:57:27.680 --> 00:57:33.060
So these are great, these are Veterans sitting
in your library bringing really great sets

642
00:57:33.060 --> 00:57:36.310
of skills and they're being paid by the VA.

643
00:57:36.310 --> 00:57:37.390
So, it's a winwin.

644
00:57:37.390 --> 00:57:39.920
We're hoping to build on that.

645
00:57:39.920 --> 00:57:52.910
The volunteer piece can be a challenge, but
they're ombudsmen, that's been a great experience,

646
00:57:52.910 --> 00:57:53.940
thanks.

647
00:57:53.940 --> 00:57:57.440
>> We have a multipronged approach.

648
00:57:57.440 --> 00:58:08.680
NYPL is huge, there's a fabulous volunteer
office run centrally, but we get most of our

649
00:58:08.680 --> 00:58:16.860
volunteers by strategic partnering with professional
and trade associations that have a mandate,

650
00:58:16.860 --> 00:58:23.100
as due these federal offices have a mandate
to do consumer education in their, and they're

651
00:58:23.100 --> 00:58:27.980
evaluated on it and we provide a place for
them to get the foot traffic.

652
00:58:27.980 --> 00:58:35.500
The same is true for these professional associations
that have a pro bono mandate and some certified

653
00:58:35.500 --> 00:58:46.300
financial planners or CFA, Chartered Financial
Analysts or CPAs, New York State Society of

654
00:58:46.300 --> 00:58:54.400
Certified Public Accountants.

655
00:58:54.400 --> 00:58:57.710
They're providing a service, we're providing
them a service.

656
00:58:57.710 --> 00:59:05.260
And I, I, I can't underscore that enough.

657
00:59:05.260 --> 00:59:13.630
In the financial education arena, which does
involve financial products, et cetera, one

658
00:59:13.630 --> 00:59:26.240
must have a QC, a Quality Assurance element
and the way we have found works wonderfully,

659
00:59:26.240 --> 00:59:36.230
I mentioned that throughout the system, we
do, well, at, I should only talk about SIBL,

660
00:59:36.230 --> 00:59:43.160
if you take all our advisory services with
the entrepreneurs, the financial advisors,

661
00:59:43.160 --> 00:59:55.860
the credit coaches, the tax advisors, the
Medicare advisors, the entrylevel job search,

662
00:59:55.860 --> 01:00:06.660
the executive job search, if you take all
of those together, we have about 4500 of these

663
01:00:06.660 --> 01:00:12.060
oneonone, 30 to 60minute sessions.

664
01:00:12.060 --> 01:00:17.290
We do it using an online platform that you
can subscribe to called Genbook [phonetic],

665
01:00:17.290 --> 01:00:23.440
where people can sign up.

666
01:00:23.440 --> 01:00:27.960
We have the same problem of eager volunteers
who become less eager when they give up their

667
01:00:27.960 --> 01:00:33.500
Saturday for four hours and two out of the
four people don't show up because it's a free

668
01:00:33.500 --> 01:00:34.500
service.

669
01:00:34.500 --> 01:00:39.630
So, there is the ability to comment and it
is amazing.

670
01:00:39.630 --> 01:00:45.650
I read you from people who's language, first
language is not English.

671
01:00:45.650 --> 01:00:52.690
People are very frank and out of, in the five
years we've been doing the financial planning,

672
01:00:52.690 --> 01:00:57.400
there've been only three instances, but in
it, they said, I was a little uncomfortable

673
01:00:57.400 --> 01:01:01.710
because I felt like I was being pushed a particular
product.

674
01:01:01.710 --> 01:01:08.050
As soon as that comes up, we're able to go
to the professional associations with whom

675
01:01:08.050 --> 01:01:14.580
we work, we know who the person is, because
it's  and they deal with it.

676
01:01:14.580 --> 01:01:20.580
You know, it's not a guillotine or anything,
but they're told if it happens again, so there

677
01:01:20.580 --> 01:01:23.990
is a  that is another issue with volunteers.

678
01:01:23.990 --> 01:01:31.100
Just like we sit in on our own library colleagues
classes, et cetera.

679
01:01:31.100 --> 01:01:33.200
There is always that issue.

680
01:01:33.200 --> 01:01:38.050
And because we're a business library, the
other thing we do that I think other libraries

681
01:01:38.050 --> 01:01:43.830
are a little hesitant to do, we're a business
library.

682
01:01:43.830 --> 01:01:50.880
Our mission was to help level the playing
field in New York City so that small businesses

683
01:01:50.880 --> 01:01:54.400
would have a lot of the resources that the
larger corporations have.

684
01:01:54.400 --> 01:02:01.100
So we spend almost a million dollars worth
of premium databases that we provide absolutely

685
01:02:01.100 --> 01:02:10.350
free, handson training, et cetera, et cetera,
but we, we also provide a venue for small

686
01:02:10.350 --> 01:02:17.490
businesses that are getting started to give
public programs, someone who is going out

687
01:02:17.490 --> 01:02:20.810
on his own has become a Financial Advisor.

688
01:02:20.810 --> 01:02:24.290
This makes a lot of libraries uncomfortable.

689
01:02:24.290 --> 01:02:31.200
If I offer these programs and we put them
out in a newsletter to 26,000 subscribers,

690
01:02:31.200 --> 01:02:40.080
am I endorsing this small business as the
best website developer or self promotion newsletter

691
01:02:40.080 --> 01:02:41.380
organizer?

692
01:02:41.380 --> 01:02:48.310
Your programs, your presentations must be
totally generic and educational.

693
01:02:48.310 --> 01:02:55.030
Your deck doesn't have your corporate information,
but people develop relationships afterwards.

694
01:02:55.030 --> 01:02:57.910
Of course you can hand out cards, et cetera.

695
01:02:57.910 --> 01:03:04.850
You didn't ask this, but I had to say this,
because we are working now with a roster of

696
01:03:04.850 --> 01:03:07.440
over 300 volunteers.

697
01:03:07.440 --> 01:03:09.810
Some in the corporate sector.

698
01:03:09.810 --> 01:03:17.460
One of the things we have to do is acknowledge
that through this, they do get some visibility.

699
01:03:17.460 --> 01:03:18.930
And they may pick up customers.

700
01:03:18.930 --> 01:03:22.740
We're a small business library, we don't argue
with that.

701
01:03:22.740 --> 01:03:31.360
We're just not in a position to endorse them.

702
01:03:31.360 --> 01:03:37.170
>> While the microphone is going that direction,
I wanted to throw out a question to my colleagues.

703
01:03:37.170 --> 01:03:43.240
You all have created a tremendous body of
knowledge about your communities that you're

704
01:03:43.240 --> 01:03:44.240
serving.

705
01:03:44.240 --> 01:03:45.570
You have information, you have insights.

706
01:03:45.570 --> 01:03:53.119
You have market intelligence that probably
many of your colleagues in the local government,

707
01:03:53.119 --> 01:03:58.600
sister agencies may not have but would find
really valuable.

708
01:03:58.600 --> 01:04:04.579
Are you sharing that and communicating what
you've got?

709
01:04:04.579 --> 01:04:09.990
>> I think I started to say with the slide
that we're actually using it to reposition

710
01:04:09.990 --> 01:04:11.540
ourselves.

711
01:04:11.540 --> 01:04:17.900
We are now invited to tables that we were
completely left out of.

712
01:04:17.900 --> 01:04:24.230
It's across all sectors, education, economic
development, small business development, folks

713
01:04:24.230 --> 01:04:30.520
who, we have a lot of folks who are moving
in, who have tremendous amount of information

714
01:04:30.520 --> 01:04:36.200
and career backgrounds and they will find
us because they see us now as a very datadriven

715
01:04:36.200 --> 01:04:39.190
and customer servicedriven organization.

716
01:04:39.190 --> 01:04:45.390
So...I think that it's been just a tremendous
resource to the library and repositioned us

717
01:04:45.390 --> 01:04:52.599
very quickly as sort of the goto organization
for community information.

718
01:04:52.599 --> 01:05:02.740
>> I was very curious about your power patron
assessment, you mentioned you were using primarily

719
01:05:02.740 --> 01:05:04.000
circulation data.

720
01:05:04.000 --> 01:05:07.560
What are the data you wish you had?

721
01:05:07.560 --> 01:05:15.800
>> We wish we had all of that overdrive, Zena,
Fregal, all of the downloadables.

722
01:05:15.800 --> 01:05:21.000
We have, on occasion, just done snapshots
with computer use.

723
01:05:21.000 --> 01:05:28.310
There again, our culture of privacy is really
killing us.

724
01:05:28.310 --> 01:05:35.980
We are in a, you know, as I mentioned, working
with people who every day live on social media.

725
01:05:35.980 --> 01:05:41.220
We really need to get over that hurdle as
an organization and somehow or other, capture

726
01:05:41.220 --> 01:05:42.220
the data.

727
01:05:42.220 --> 01:05:46.400
When we were doing, we did a threemonth snapshot
on the computer use just to see if we were

728
01:05:46.400 --> 01:05:51.100
reaching the right populations, but that's
a onetime shot.

729
01:05:51.100 --> 01:05:55.240
We did summer work with our summer reading
program for two years.

730
01:05:55.240 --> 01:06:04.070
We were using the evanced registration and
capturing their library card, and their student

731
01:06:04.070 --> 01:06:05.090
ID number.

732
01:06:05.090 --> 01:06:11.140
We were able to go to the school district
and see is our data replicating that national

733
01:06:11.140 --> 01:06:14.640
data around preventing the summer slide.

734
01:06:14.640 --> 01:06:23.980
So...you know, there's, I would say that really,
those are the two biggies, the program attendance

735
01:06:23.980 --> 01:06:28.980
and the downloadables that would be the most
helpful to us in terms of the future and getting

736
01:06:28.980 --> 01:06:33.980
a real sense and being able to make that compelling
case of who are we serving?

737
01:06:33.980 --> 01:06:36.300
Who's in the building and what are they doing?

738
01:06:36.300 --> 01:06:38.579
And online.

739
01:06:38.579 --> 01:06:47.950
>> I just wanted to add, I hope I've interested
some of you in looking up NYPL.org money matters

740
01:06:47.950 --> 01:06:54.550
and taking and doing, customizing it, improving
it, doing anything you want with the fabulous

741
01:06:54.550 --> 01:07:03.220
curriculum developed by Rutgers, but...I would
also like to say that every, every community

742
01:07:03.220 --> 01:07:05.410
should have a think tank.

743
01:07:05.410 --> 01:07:06.410
We're just blessed.

744
01:07:06.410 --> 01:07:12.900
When you have nothing else to do, Google Center
for the Urban Future.

745
01:07:12.900 --> 01:07:16.270
Acronym is CUF.

746
01:07:16.270 --> 01:07:19.380
And libraries.

747
01:07:19.380 --> 01:07:33.070
Not incentivized by us in any way, they have
put their fabulous researchers, they have

748
01:07:33.070 --> 01:07:41.160
used a team of six or seven fulltime, they
may not be fulltime, but their own employees

749
01:07:41.160 --> 01:07:43.260
and then they bring in contract employees.

750
01:07:43.260 --> 01:07:54.410
They have done, that I'm aware of, maybe five
reports on New York City's libraries and the

751
01:07:54.410 --> 01:08:03.260
role they play in acclimating immigrants,
fostering small business, they did another

752
01:08:03.260 --> 01:08:07.350
one on the crumbling infrastructure, et cetera.

753
01:08:07.350 --> 01:08:15.720
The question was about sharing the data and
they asked us for the names of people, the

754
01:08:15.720 --> 01:08:24.569
names of organizations, the names of associations,
residents, communitybased organizations that

755
01:08:24.569 --> 01:08:29.269
are willing to talk about their use of a library
and then they put together these readable,

756
01:08:29.269 --> 01:08:40.029
very wellrespected reports that when they're
issued, get a notice in the Times, for example.

757
01:08:40.029 --> 01:08:48.339
That is a wonderful use of our data and our
constituencies experience that ratchets up

758
01:08:48.339 --> 01:08:54.880
the whole role of the library in our community
which is New York City.

759
01:08:54.880 --> 01:08:56.509
>> What was the name again?

760
01:08:56.509 --> 01:08:58.889
>> Center for the Urban Future.

761
01:08:58.889 --> 01:09:01.230
CUF, New York City.

762
01:09:01.230 --> 01:09:07.299
>> All right, well I want to have you join
me in giving a hand to our wonderful presenters.

763
01:09:07.299 --> 01:09:08.299
[applause]
>> Thank you for getting us started in such

764
01:09:08.299 --> 01:09:09.299
a great way this morning.

765
01:09:09.299 --> 01:09:10.299
>> Thank you, Susan.

766
01:09:10.299 --> 01:09:11.299
>> Thank you all for that tremendous start.

767
01:09:11.299 --> 01:09:12.299
There was, there were so many great insights
and so much good information.

768
01:09:12.299 --> 01:09:13.299
I'm really just here to say, we'll see you
back here in 15 minutes after a short break.

769
01:09:13.299 --> 01:09:13.301
Thank you.