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March 2012 research Library issues: a QuarterLy report froM arL, cNi, aNd sparc
THe ARL BALAnced ScoRecARd iniTiATive meeTS THe ARL 2030 ScenARioS
on decreasing users’ frustration with access to known items. We continue to learn how to best use the
scenarios and scorecard to help our organization make better decisions about the activities we pursue.
The ARL 2030 Scenarios are assisting research libraries in crafting or refining a truly strategic agenda
for the future; when paired with the balanced scorecard as a strategic management system, research
libraries have two powerful tools to utilize in transforming their organizations.
1 “Envisioning Research Library Futures: A Scenario Thinking Project,” ARL, accessed July 25, 2012,
2 Raynna Bowlby, “Are We There Yet? Aligning Planning and Metrics, Strategically,” slides
presented at the Library Assessment Conference, Baltimore, Maryland, October 24–27, 2010, http://
3 Charles B. Lowry, “Themes within the ARL Strategic Plan 2010–2012,” Research Library Issues, no. 268
(Feb. 2010): 8, http://publications.arl.org/rli268/.
4 Robert S. Kaplan and David P. Norton, The Balanced Scorecard: Translating Strategy into Action (Boston:
Harvard Business School Press, 1996).
5 Martha Kyrillidou, “The ARL Library Scorecard Pilot: Using the Balanced Scorecard in Research
Libraries,” Research Library Issues: A Bimonthly Report from ARL, CNI, and SPARC, no. 271 (August
2010): 33–35, http://publications.arl.org/rli271/35.
6 The 10 university libraries participating in this second BSC cohort are: University at Buffalo, SUNY;
University of Calgary; Case Western Reserve University; Emory University; Florida State University;
James Madison University; New York University; University of North Texas; University of Notre
Dame; and Texas Tech University. Ohio University and the University of Texas at Austin libraries
developed scorecards in 2011; the University of Arizona and the University of Connecticut use a
modified BSC methodology in their strategic plans.
7 Vivian Lewis, Steve Hiller, Elizabeth Mengel, and Donna Tolson, “Building Scorecards in Academic
Research Libraries: Organizational Issues and Measuring Performance,” in Proceedings of the 2010
Library Assessment Conference: Building Effective, Sustainable, Practical Assessment, October 24–27, 2010,
Baltimore, Maryland, eds. Steve Hiller, Kristina Justh, Martha Kyrillidou, Jim Self (Washington, DC:
ARL, 2011), 345–358, http://libraryassessment.org/bm~doc/proceedings-lac-2010.pdf.
8 Michael E. Porter, “What is Strategy?” Harvard Business Review 74, no. 6 (Nov.–Dec. 1996): 61–78.
9 Diana Scearce, Katherine Fulton, and the Global Business Network community, What If? The Art of
Scenario Thinking for Nonprofits (Emeryville, CA: Global Business Network, 2004), http://www.gbn.
10 “Library Scorecard: Strategic Objectives, Measures & Initiatives 2011/2012,” McMaster University
Library, revised April 23, 2012, http://library.mcmaster.ca/library-scorecard.
11 Association of Research Libraries and Stratus, Inc., The ARL 2030 Scenarios: A User’s Guide for
Research Libraries (Washington, DC: ARL, 2010), 65–70, http://www.arl.org/bm~doc/arl-2030-