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Institute of Museum and Library Services 2020
Grants to States All States Conference May

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13, 2020 Virtual
Proceedings by: CASET Associates, Ltd. caset@caset.net

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Agenda Item: IMLS Web Tools: Overview and
Demonstration

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MS.

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DEVOE: It is 3:05 and I want to welcome you
back from our break.

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If you were tuned in yesterday, Dennis Nangle,
one of our program officers has been on paternity

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leave, but before he went on his leave time
he recorded a segment that weíre going to

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listen to in this next session.

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Before we tee that up, we know that there
has been some audio and video issues for some

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of you out in the field, we know that others
of you are hearing everything just fine.

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This is a typical bandwidth issue, perhaps
Wednesday afternoon is turning out to be worse

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than yesterday, Tuesday afternoon.

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But in addition to logging off and logging
on again, which is always an option, it kind

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of refreshes things, if you are on any kind
of VPN network it might be smart to just log

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out of that and try accessing the conference
just from your internet connection and realizing

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you might not have access to all your applications
that way, but youíll get a clear sound and

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video experience if you try that.

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So one option for you.

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So again weíre going to have a recorded demonstration
of some web tools, and we will have a couple

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of knowledge checks built into this throughout
so watch for some poll questions, and we will

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check in with you at a few points in this
presentation.

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So Mitchell, we are ready to play the video.

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MR.

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NANGLE: Hello, welcome to this brief presentation
about web tools for grant administration and

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research.

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I am happy once again to join you virtually
as I provide a mini presentation/demonstration

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of different web tools that might be helpful
for you.

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As you can see from the title, theyíre broken
down into two primary areas, either administration,

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that can help you with just the day to day
grant administration functions, and then the

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research element, which actually might help
you, tools that might help you make more data

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driven decisions based on various factors,
if itís your subgrants, if itís other priorities

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that you want to focus on with your own grant
funds, these tools might be helpful for you.

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The first tool I want to talk about is the
Grants to States Manual.

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I would say this is our primary administrative
tool.

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It takes the place of what was formerly the
extranet, some of you who have been here for

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a couple of years might remember that the
former extranet was behind a password, it

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was on the IMLS website, it has since migrated
to the Grants to States Manual, and that is

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not password protected, so itís pretty easy
to access, and it is the primary source of

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guidance for your grant.

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And what that means is you might have seen
this in some of the grant reward language,

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but itís already, instead of other grant
programs that have terms and conditions, our

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terms and conditions are all laid out in the
policies and the guidance that are in the

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Grants to States manual.

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Many of you are probably already aware of
where the Grants to States Manual is located

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on IMLS website.

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But as you can see from the breadcrumb trail
up here you start at the grant area and then

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grant programs, and then thereís a grant
to states section, and then thereís the Grant

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to States Manual.

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I highly recommend once you navigate here
to just bookmark the URL, itís much easier

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that way.

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I just wanted to kind of show you some of
the various sections, how the manual is broken

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down.

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Thereís a couple of really valuable areas
that you might see yourself returning to a

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lot.

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You can see some of the information about
the five year plan guidelines are here under

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Five Year Plan and Evaluation, thatís pretty
straightforward.

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This area in particular can be very helpful,
thereís a lot of fluctuating timelines both

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for both of the grants that youíre managing
at the same time, so clicking on these calendars

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helps kind of remind you of the various due
dates.

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A lot of our guidance is listed here.

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So if you have questions about some cost questions
that are coming your way, whether itís at

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the state library or from a sub recipient,
this is a place to look first.

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Weíre happy to help you with any questions
you have, but sometimes itís helpful to look

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at the existing guidance thatís already here.

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And also, too, a lot of helpful information
can be found under Presentations and Conferences.

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All of the content from previous Grants to
States conferences are in this section right

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here, so by clicking on these links it will
take you to a page thatís dedicated to all

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of the information.

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These can be a little hard to find sometimes,
so I like to point out where these are specifically.

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The next tool I want to briefly touch on is
the System for Award Management website, our

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SAM.gov.

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Iím sure that an overwhelming majority of
you are very familiar with SAM.gov.

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I wonít spend too much time on this, I just
want to highlight how critical this system

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is for our grant award process.

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We cannot administer or provide any additional
grant awards until an entity has an active

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same.gov registration.

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And I just want to briefly cover the system
and also discuss how it interacts with our

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eGMS system on the administrative end.

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So SAM.gov is a fairly straightforward system,
and all youíll typically use it for is to

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ensure that your entity is registered and
eligible for federal assistance.

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So I just wanted to briefly point out how
it interacts with INLSís grant award process

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via eGMS.

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So prior to making annual Grants to States
awards or any awards that come from the Grants

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to States Office, we do what is called a pre-award
check, and that includes using eGMS to check

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each state library entity for a current and
active SAM registration.

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So these screenshots show how the data on
sam.gov synchronizes with eGMS system as we

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verify your records.

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And I also wanted to point out SAM.govís
help section, specifically the full user guide

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for non-federal entities.

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I really recommend saving the PDF of this
right there on that download PDF section or

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linking this in any internal administration
manuals.

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It provides helpful explanations of the various
statuses the registration goes through, and

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also because thereís a newer element with
having to provide a notarized letter to verify

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that you are representing your entity accurately.

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Itís just nice to have that guide, because
Iím aware that in several state library agency

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organizations there can be a great number
of people who are tasked with managing the

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SAM registration.

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The third and final administrative tool I
wanted to point out is the Federal Funding

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Accountability and Transparency Act Subaward
Reporting System, FSRS for short.

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As you can see the URL is right there, FSRS.Gov.

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This applies to state libraries who offer
grants or give subawards of $25,000 per award.

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And this really helps assist in federal government
transparency efforts.

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The data that is submitted through FSRS.Gov
directly gets uploaded to USASpending.Gov.

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So this is really more of a due diligence
responsibility, and we use this site for that

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purpose.

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So much like SAM.gov, using FSRS is relatively
straightforward and a routine process, so

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thereís not too much to cover here beyond
just wanting to highlight that also like sam.gov

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their help information is actually very valuable
and pretty robust and has a lot of really

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good information.

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But it seems like once you actually log in
it becomes difficult to know where that help

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material went.

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When youíre just in the landing page itís
much easier to see where the FAQs are and

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where some of the training materials are,
but once you actually log in, it kind of disappears.

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So I just wanted to point out that thereís
a tiny link on the bottom of the page when

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youíre logged in that says resources page,
and I think that can be pretty helpful.

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Thereís a lot of great reference guides,
even further down which you canít see in

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this screenshot, but thereís more technical
guides, and one of the guides is for doing

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batch uploads.

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So I just wanted to point out that if some
of you are giving a lot of awards at once,

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and some of them are maybe higher dollar awards,
it might be easier to just do a batch upload

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as you give the awards out.

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MS.

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DEVOE: We are going to take a poll break.

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A state receives an allowable cost question
from a subrecipient.

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Which section of the Grants to States Manual
might be the best place to start: Five Year

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Plan and Evaluation, Award Cycle Calendar,
IMLS Guidance, Presentations and Conferences?

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So the poll is out, ready for you to answer,
and weíre getting a bunch of answers coming

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through, weíll give it a few more seconds,
letting you all respond.

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I feel like weíve reached a point where weíve
got most of our votes in now, so weíll broadcast

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the results.

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We can see that most of you would have looked
in the place that we would have suggested,

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which is the IMLS Guidance Section, which
has information about allowable costs.

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There are other sections of the manual that
you might find helpful in this regard too,

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but that would be our answer.

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So now weíll resume the show.

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MR.

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NANGLE: So now that we have covered all of
the administrative tools for this session,

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weíre going to pivot over to the research
related tools.

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And the first one that I would like to discuss
is Library Search and Compare.

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The URL is listed right there for your reference,
and itís a database of all of the data that

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comes out of the public library survey, and
it only has the most current PLS data in there,

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so itís replaced every time thereís newly
verified data, and itís very helpful for

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finding local data about libraries across
the country, and thereís also as the name

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implies thereís some good comparative ways
to look at similar types of libraries and

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seeing how they stack up against each other.

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So this is what Library Search and Compare
looks like when you first click on the link.

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And itís basically by default a big listing
of all of the results for public library data,

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and this is pulled from the Public Library
Survey, and it has the data from the most

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recent finalized results.

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And so in order to refine this list if you
wanted to dig a little bit deeper and kind

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of wade through the over 9000 results, you
can use this refinement panel up here.

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Itís fairly straightforward, for a lot of
them youíll just click on it and either check

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some boxes based on what you want to kind
of refine the results by, and then for some

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of the number based ones theyíll allow you
to define a range if you want to see it that

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way.

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And so when you begin to define results, letís
say I wanted to look at city libraries, as

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it refines, and now thereís 587 results,
you can begin to click into different results

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and see more detail about this.

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And so it can be helpful, especially when
youíre looking at outlets next to each other

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like this, you can compare some of the different
details there and see kind of how the trends

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fluctuate, and you can also shift the different
trend data as you need to look at them.

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And thereís also a lot of download options.

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So you see a download button here, but there
are download buttons in other areas as well.

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If I return to the search results and I just
wanted to see letís say city libraries in

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Alabama, that will take my results down to
19.

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I can compare these, and I can see more data
all at once.

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So there are a lot of different things that
you can do to refine your results and look

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at interesting comparisons.

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Itís helpful, especially service area population
stands out right away, where you can see those

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differences.

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And then once you have a good comparative
set that you like you might want to return

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to, you can download this comparison as well.

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So there are a number of things that you can
do with library search and compare, and it

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might be helpful for some of the administrative
or grant related decisions that you might

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need to make.

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The next research tool that I wanted to share
with all of you is the SPR Public View.

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This may be a very familiar tool for many
of you, but something I just wanted to cover

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in the broader suite of tools that will be
useful to you, and itís a public facing database

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of all of the SPR project information that
you all have submitted through the internal

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side of the SPR, and this covers project data
from as far back as 2014 until 2018, because

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we just accepted the overwhelming majority
of the SPR reports.

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And so this is really helpful because thereís
an ability to filter by several facets that

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are already found in the SPR.

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So if youíre wondering why weíre asking
you about intents and focal areas and beneficiaries

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and whether something is exemplary, this all
shows up in the public view.

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And thereís also a nice state summary feature,
and you can even compare those summaries across

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states and across fiscal years.

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So Iíll show that right now.

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This is what the landing page for the SPR
Public View database looks like.

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This is another database and resource that
I recommend saving the URL as a bookmark or

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a desktop shortcut just because right now
there is so much content on the IMLS website

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for grants to states related materials that
right now this particular resource is not

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right at the forefront, so it would just be
easier to refer to later with the bookmark.

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And so as you can see itís a very straightforward
system, thereís one search bar, you can put

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any kind of key word or search term that youíre
looking for in there, and what you can do

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is either refine by a fiscal year or the specific
state that you want to look at, or you can

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leave these alone and just search across all
years and states, or you can leave this blank

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and choose one of these or both.

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You canít just click go and see everything,
you have to either refine by year or state,

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and you can do both, thatís fine as well.

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Another area, before we get into what the
search results look like, is this view summaries

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link is a little bit out of the way, so I
just like to point it out, and if you click

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on that itís interesting because it shows
a unique set of data related to the information

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that you input into the SPR, specifically
also the subaward info section, this is a

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dedicated area of the SPR, and if you are
giving out subawards they definitely should

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be filled out.

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And so I just want to show an example of Delaware
in 2017, click on this, youíll see that immediately

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you can see the amount of projects that Delaware
funds with LSTA funds and how much theyíve

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received and how much theyíve put in match.

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And then also whatís interesting is showing
the projects and how much theyíve aligned

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to the various focal areas.

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Whatís cool about this is that you can get
a snapshot view, you can also select multiple

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states if you wanted to see, and so adding
California to the mix adds a lot more allotment

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funds, a lot more projects and subawards and
things like that.

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And you can see how the focal areas shuffle
out too.

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So thatís an interesting feature that might
be helpful for you.

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And again, just looking at the projects here,
Iím just going to pick 2018 and Florida,

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and you can see how the results look.

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So you can see the abstract here by showing
and hiding it there, if you wanted to get

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a quick sense of whatís in the particular
project.

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And based on the content of the search results
you will see various refinement areas that

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you can choose from.

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So if you wanted to see all of Floridaís
projects related to lifelong learning you

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can select that and refine it, and intense
and all of that, so it keeps going, you can

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really drill down and get really specific
as you choose.

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So this is great.

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You can also print these results, you can
export them as an Excel spreadsheet if you

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would like to, and itís just a really dynamic
tool and itís very helpful.

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And like I said if you click on a particular
project you can copy and paste the URL that

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goes with this project and share it with folks
as needed.

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The last tool I want to share with everyone
is the Awarded Grants Search Tool.

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This is really helpful, itís a quick and
comprehensive database of IMLSí discretionary

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awards both in the library and museums idea
of things.

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And I indicate that itís discretionary awards,
there are kind of ìstubî records of grants

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to state awards, but it doesnít get into
the project level, and thatís why we have

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the SPR public view, because the scale of
the grants to states awards are pretty massive,

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and so this is more useful specifically for
looking up discretionary awards.

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And it includes the ward amount, the recipient,
and then project abstracts, and occasionally

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there are links to the full proposals as well.

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This is what the awarded grant search site
looks like.

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As you can see from the breadcrumb trail up
here it is under grants and then right away

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you see the link for search awarded grants,
so itís easy to find.

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And these are the different fields that you
can choose to refine your search.

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You can choose any that you would like or
as few as you would like.

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The grant programs are listed here, which
is helpful if you wanted to start across that.

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Something else thatís interesting about this
search is that you can search by issue area,

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if you wanted to filter and see whatís going
on with digital initiatives or STEM, maybe

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early learning, you can filter that way.

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Something else I wanted to show is the program
categories.

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So even within the National Leadership Grants
thereís specific subcategories like community

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catalysts and the new app program.

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So if I wanted to click on community memory
and that be the only thing that I search,

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and hit apply, the results show down here,
which is really helpful, it shows you the

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ward amount, the specific log number, and
the abstract as well as the proposal if you

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wanted to get into the specifics of the project.

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What is also helpful is these download CSV
or download doc options.

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So once youíve created a search you can actually
download a CSV copy of it, or a Word document

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if oyu wanted to look at it that way.

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So again, this is a nice way of looking at
kind of the broader spectrum of what IMLS

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is awarding beyond just grants to states,
and it could be helpful for various research

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that you might be doing.

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The third research tool that I wanted to share
briefly is the IMLS Data Catalog.

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This is especially helpful because it is very
well curated.

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It is essentially a catalog with links of
all of the data products that are available

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to you in the event that you needed to really
dig into data and do a lot of comparative

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work.

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And so in the subsequent slide where we go
over and demo the site itself, youíll see

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more, but what is nice is in particular to
the state library need is it has the raw data

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for the public library survey, it has information
about the state library administrative agency

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survey, and also the IMLS funding reports
by state.

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So very briefly this is what the data catalog
looks like on the IMLS website.

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As you can see by the breadcrumb trail up
here you start in data and then you see the

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data catalog link right there, so itís pretty
easy to navigate to.

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This is basically a list of links of different
data products that IMLS has to offer.

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We already went through library search and
compare, but you can find a link here which

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might be a convenient way of coming back to
that.

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Then there is the PLS Survey Data, this one
also could be particularly of interest to

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all of you, the Statewide Library Administrative
Agency Survey, and then other data products

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as well.

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Something I wanted to make sure I highlight
at the very bottom of this list are the IMLS

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funding reports by state.

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Some of you may recall that a couple years
back Matt and the data team did funding reports

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and visualized how theyíre laid out by state,
and these can be very handy for looking at

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the broader picture of IMLS funding, not just
grants to states but the other sources of

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funding as well, and you can actually see
links to these in your state profiles as well.

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So they come up in multiple locations.

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But I just wanted to let you know that those
are also available through the data catalog

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all in one place.

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MS.

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DEVOE: We have come to our next poll.

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If you wanted to see examples of Discretionary
Grant Proposals, where would you look?

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Library Search and Compare, SPR Public View,
Awarded Grants Search, or the IMLS Data Catalog?

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00:24:15.030 --> 00:24:18.020
So the poll is open, you can submit your votes.

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We have results coming in.

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00:24:19.510 --> 00:24:28.690
Thank you to all of those still tuned in and
engaged with this session.

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We are getting some good results.

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And 
I feel like we have most of the results in,

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so why donít we broadcast those results?

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00:24:55.400 --> 00:25:04.480
And you have overwhelmingly selected Awarded
Grants Search, which is indeed where we would

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suggest looking for examples of discretionary
grant proposals.

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Great job everyone.

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We are now at the end of this session and
taking another 10 minute break.