Analyzing Your Instructional Environment: A Workbook

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Source List / Recommended Reading:

Curriculum Examination

Booth, Austin and Carole Ann Fabian. 2002. Collaborating to advance curriculum-based information literacy initiatives. Journal of Library Administration 36 (1-2):123-42.

Burkhardt, Joanna, Mary MacDonald, Andree Rathemacher, J. Laurence Kelland, and Michael Vocino. 2000. Plan for information literacy at the University of Rhode Island . ERIC, ED455849, (accessed May 28, 2010).

Donnelly, Kimberley M. 2000. Building the learning library: Where do we start? College & Undergraduate Libraries 6 (2):59-75.

Orr, Debbie, Margaret Appleton, and Margie Wallin. 2001. Information literacy and flexible delivery: Creating a conceptual framework and model. Journal of Academic Librarianship 27 (6):457-63.

Ratteray, Oswald M T. 2002. Information literacy in self-study and accreditation. Journal of Academic Librarianship 28 (6):368-75.

Rockman, Ilene F. 2004. Integrating information literacy into the higher education curriculum: Practical models for transformation. San Francisco: Jossey-Bass.

Simons, Kevin. James Young, and Craig Gibson. 2000. The learning library in context: Community, integration, and influence. Research Strategies 17 (2-3):123-32.

Thompson, Gary B. 2002. Information literacy accreditation mandates: What they mean for faculty and librarians. Library Trends 51 (2):218-41.

Environmental Scans

Albright, Kendra S. 2004. Environmental scanning: Radar for success. Information Management Journal 38 (3):38-45.

Alexander, Johanna Olson. 2001. Alliance building in the information and online database industry. portal: Libraries and the Academy 1 (4):481-507.

Association of College & Research Libraries. 2007. ACRL environmental scan 2007. (accessed February 22, 2010).

Castiglione, James. 2008. Environmental scanning: An essential tool for twenty-first century librarianship. Library Review 57 (7):528-36.

Choo, Chun Wei. 2001. Environmental scanning as information seeking and organizational learning. Information Research 7 (1). (accessed May 28, 2010).

———. 2002. Information management for the intelligent organization: The art of scanning the environment. 3rd ed. Medford, NJ: Information Today.

Nichols, John V. 1995. Using future trends to inform planning/marketing. Library Trends 43 (3):349-66.

Renfro, William L. and James L. Morrison. 1984. Detecting signals of change: The environmental scanning process. The Futurist 18 (4):49-53.

Shuman, Bruce A. 1989. The library of the future: Alternative scenarios for the information profession. Englewood, CO: Libraries Unlimited, Inc.

Zabel, Diane. 2005. Trends in reference and public services librarianship and the role of RUSA. Reference & User Services Quarterly 45 (2):104-107.

Examples of Environmental Scans:

10 core external environmental trends. 1998. ERIC, ED471966. (accessed May 28, 2010).

Association of Colleges of Applied Arts and Technology of Ontario 1998-99 Environmental scan. 1998. ERIC, ED460719. (accessed May 28, 2010).

Kangas, Jon, Kathleen Budros, and Joyce Yoshioka. 2000. Who are our students? What are our challenges? Our diverse students and their needs: Student demographics and diversity data. ERIC, ED46455. (accessed May 28, 2010).

———. 2000. National, state, and local trends: Environmental scan of trends and key issues affecting planning. ERIC, ED467294 (accessed May 28, 2010).

Kennedy, M., and M. Stergios. (2009). How to tie everyday work to strategy. Journal of Information & Knowledge Management 8 (4):287-300.

OCLC Online Computer Library Center, Inc. 2003. 2003 OCLC environmental scan: Pattern recognition. Dublin, OH: OCLC. (accessed May 28, 2010).

Salt Lake Community College strategic vision, September 2001-June 2006. 2001. ERIC, ED481318. (accessed May 28, 2010).

Instruction Section Documents

Information Literacy in the Disciplines Committee. n.d. Information literacy in the disciplines. (accessed May 28, 2010).

Instruction for Diverse Populations Committee. 2008. Multilingual glossary. (accessed April 1, 2010).

———. 2008. Library instruction for diverse populations bibliography. (accessed April 1, 2010).

Research and Scholarship Committee. 2007. Bibliography of citations related to the research agenda for library instruction and information literacy. (accessed April 1, 2010).
See section on Audiences.

Task Force for Revision of the Model Statement of Objectives. 2001. Objectives for information literacy instruction: A model statement for academic libraries. (accessed May 28, 2010).

Teaching Methods Committee. 2006. Teaching and learning information literacy skills: Textbooks for students and instruction librarians. (accessed May 28, 2010).


Lambrecht, Judith J. 2000. Learner analysis. (accessed May 28, 2010).

O'Bannon, Blanche. 2004. Learner and context analysis. Based on Gary R. Morrison, Steven M. Ross, and Jerrold E. Kemp. Designing effective instruction. 4th ed. Hoboken, NJ: Wiley & Sons, 2004. (accessed May 28, 2010).

Management of Instruction

Arp, Lori, ed. 1996. New paradigms: Using the management techniques of instruction to buy (into) a new curriculum. RQ 36 (1):59-65.

Booth, Austin and Carole Ann Fabian. 2002. Collaborating to advance curriculum-based information literacy initiatives . Journal of Library Administration. 36, (1-2):123-42.

Buchanan, Lori, Gina Garber, Aaron Dobbs, Nancy Snyder, and Elaine Berg. 2005. Information literacy in the first year: Collaborating, planning and assessing at Austin Peay. Tennessee Libraries 55 (2):29-37.

Mission Statements and Strategic Planning

Aamot, Gordon. 2007. Getting the most out of strategic planning. College & Research Libraries News 68 (7):418-26.

Balasubramanian, P., A. Rangaswamy, and S. Kanthimathi. 2006. Strategic planning — a tool for future libraries. SRELS Journal of Information Management 43 (3):219-24.

Brown, Walter A. and Barbara A. Blake Gonzalez. 2007. Academic libraries: Should strategic planning be renewed? Technical Services Quarterly 24 (3):1-14.

Hallmark, Elizabeth Kennedy, Laura Schwartz, and Loriene Roy. 2007. Developing a long-range and outreach plan for your academic library. College & Research Libraries News 68 (2):92-5.

Keeber, David. 2007. Process analysis and standardization: The road to strategic planning success. Indiana Libraries 26 (4):37-42.

Kettunen, Juha. 2007. The strategic evaluation of academic libraries. Library Hi Tech 25 (3): 409-21.

Ladwig, J. C. 2005. Assess the state of your strategic plan. Library Administration & Management 19 (2):90-3.

Linn, Mott. 2008. Planning strategically and strategic planning. Bottom Line: Managing Library Finances 21 (1):20-3.

Lorenzen, Michael. 2006. Strategic planning for academic library instructional programming. Illinois Libraries 86 (2): 22-9.

Matthews, Joseph R. 2005. Strategic planning and management for library managers. Santa Barbara, CA: Libraries Unlimited

Phills, James A., Jr. 2005. Integrating mission and strategy for nonprofit organizations. Oxford: Oxford University Press.

Sauer, James. 2006. The annual report: The academic librarian's tool for management, strategic planning, and advocacy. College & Undergraduate Libraries 13 (2):21-34.

Shoaf, Eric C. 2001. Fifteen months in the planning trenches: Strategically positioning the research library for a new century. Library Administration and Management 15 (1): 4-13.

Sullivan, Maureen. 2004. Organization development in libraries. Library Administration & Management 18 (4): 179-183.

Warren, Rebecca, Sherman Hayes, and Donna Gunter. 2001. Segmentation techniques for expanding a library instruction market: Evaluating and brainstorming. Research Strategies 18 (3):171-80.

National Surveys and Studies

Association of American Colleges and Universities. 2005. Liberal education outcomes: A preliminary report on student achievement in college. Washington, D.C.: AACU. (accessed May 28, 2010).

Beloit College. Annual. Mindset list. (accessed May 28,2010).

Boyer Commission on Educating Undergraduates in the Research University. 1998. Reinventing undergraduate education: A blueprint for America's research universities. Menlo Park, CA: Carnegie Foundation for the Advancement of Teaching. (accessed May 16, 2006).

———. 2001. Reinventing undergraduate education: Three years after the Boyer report. Menlo Park, CA: Carnegie Foundation for the Advancement of Teaching. (accessed May 16, 2006).

Community College Survey of Student Engagement. Annual. Engaging students, challenging the odds. Austin, TX: Community College Leadership Program. (accessed May 16, 2006).

National Research Council. Commission on Physical Sciences, Mathematics, and Applications. Computer Science and Telecommunications Board. Committee on Information Literacy. 1999. Being fluent with information technology. Washington, D.C.: National Academy Press. (accessed May 16, 2006).

NSSE: National Survey of Student Engagement. Annual results. Bloomington, IN: Center for Postsecondary Research, Indiana University Bloomington. (accessed June 10, 2010).

New Media Consortium. 2005. A global imperative: The report of the 21st century literacy summit. Austin, TX: New Media Consortium. (accessed May 16, 2006).

OCLC Online Computer Library Center, Inc. 2002. OCLC white paper on the information habits of college students. Dublin, OH: OCLC, (accessed May 16, 2006).

———. 2003a. 2003 environmental scan: Pattern recognition. Dublin, OH: OCLC. (accessed May 16, 2006).

———. 2003b. Five-year information format trends. Dublin, OH: OCLC. (accessed May 16, 2006).

———. 2004. Information format trends: Content, not containers. Dublin, OH: OCLC. (accessed May 28, 2010).

———. 2005a. College students' perceptions of libraries and information resources: A report to the OCLC membership. A companion piece to perceptions of libraries and information resources. Dublin, OH: OCLC. (accessed May 16, 2006).

———. 2005b. Perceptions of libraries and information resources: A report to the OCLC membership. Dublin, OH: OCLC. (accessed May 16, 2006).

Appendix: Regional Accreditation Agencies   

Regional accreditation agencies are recognizing the importance of information literacy and are requiring evidence of its inclusion in the learning experiences of each institution. The Middle States Commission on Higher Education; New England Association of Schools and Colleges; and Western Association of Schools and Colleges specifically require information literacy skills development. The other three agencies imply its inclusion. The following is a listing of the regional agencies along with specific sections that address this requirement.

Middle States Commission on Higher Education (
Characteristics of Excellence in Higher Education: Eligibility Requirements and Standards for Accreditation
Standard 11: Educational Offerings
Standard 12: General Education
Standard 13: Related Educational Activities 

New England Association of Schools and Colleges Commission on Technical and Career Institutions ( and Commission on Institutions of Higher Education (
Standards for Accreditation
Standard 4: The Academic Program
Standard 7: Library and Information Resources

North Central Association of Colleges and Schools, The Higher Learning Commission (
Handbook of Accreditation
References to library skills are embedded in various sections of the document.

Northwest Commission on Colleges and Universities (
Accreditation Standards
Standard 5: Library and Information Resources

Southern Association of Colleges and Schools, Commission on Colleges (
Principles of Accreditation: Foundations for Quality Enhancement
Standard 3.8: Library and Other Learning Resources

Western Association of Schools and Colleges, Accrediting Commission for Senior Colleges and Universities (
WASC 2008 Handbook of Accreditation
Standard 2: Achieving Educational Objectives Through Core Functions
Standard 3: Developing and Applying Resources and Organizational
Structures to Ensure Sustainability

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ACRL IS Analysis of Instructional Environments Task Force, 2004-2007: Beth S. Woodard (Chair), Barbara Mann, Stephanie Michel, and Terry Taylor.

Revised 2010 by IS Management & Leadership Committee - Updated December 2010


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