table of contents - San Diego Law Library · Advancing The Strategic Plan ... we took library services out of the courthouses and expanded our footprint at both the El Cajon ... Downtown

table of contents

Message from the Director ......................................................................................................... 1

Overview & Background ............................................................................................................... 2

Law Library Board of Trustees .................................................................................................... 3

Financial Recap.............................................................................................................................. 4

Organizational Chart ..................................................................................................................... 5

Advancing The Strategic Plan ..................................................................................................... 7

Goal 1: ................................................................................................................................. 8

Goal 2: .............................................................................................................................. 10

Goal 3: .............................................................................................................................. 13

Goal 4: .............................................................................................................................. 14

Membership Update .................................................................................................................. 15

Social Media Report & Statistics ............................................................................................ 16

Internet & Web Report .............................................................................................................. 20

Library Collections ..................................................................................................................... 23

Library Donations ....................................................................................................................... 24

APPENDIX A

Independent Auditor’s Report ................................................................................................ 27

annual repor t 2015-2016 Page 1 of 27

message from the director

This was a year for celebrations!

We got another year older. We enjoyed receiving a proclamation from the Board of Supervisors congratulating us on our 125th anniversary; and then we went up

to Sacramento and received a similar resolution from the State Legislature. In fact, August 17, 2016 was declared County Law Library Day in California!

We changed the law. SB711 makes it possible for us to charge for extraordinary services (like

room rentals, events) and also identified county law libraries as “public” libraries for purposes of

grant opportunities.

We surveyed the landscape. Using LibQual, a sophisticated library survey, we found that our users were about equally male and female, but most were white, educated, and had good jobs.

We learned that we needed to step up our efforts to reach a more diverse audience. To do this, we took library services out of the courthouses and expanded our footprint at both the El Cajon

Branch of the County Library and the Main Branch of the Chula Vista Library. There we are providing legal research instruction and resources to people who otherwise may never have

known about them had we stayed in the courthouse. These innovative outreach programs are just the beginning of a new way of thinking for providing access to the law and legal resources.

We had an amazing array of programs and events. You can take a look at what we accomplished in this report. My great thanks and congratulations go the law library staff, who made it all

possible, and to the Trustees, who have guided the law library through good times and not so good.

As we turn the corner into a new year, we can only hope that filing fee revenues stabilize and that

a permanent solution can be found for more stable funding. In spite of everything, the following report showcases the amount of progress we have made in achieving the goals we have set for

ourselves in our strategic plan. As always, please contact me with any questions or comments.

John W. Adkins Director of Libraries

Page 2 of 27 annual repor t 2015-2016

overview & background

The San Diego Law Library is a community center where people can access legal information and use the law to

solve legal problems and take advantage of these opportunities. The law library is open to the public and is

largely funded by a small portion of court filing fees,

with membership charges, and private donations.

The library’s four core services – its print collection,

electronic resources, education programs and reference librarians—can be accessed in a welcoming environment that encourages community interaction. The library provides educational

programs, hosts legal clinics, and free access to print and electronic legal research at its 4 branches around the County.

The San Diego Law Library is home to the largest public collection of printed legal materials in the county. These materials include many

resources, including Nolo Press and CEB publications that are written with the non-attorney in mind. In addition, we offer free access to

expensive online legal databases, including Lexis, CEB’s OnLaw, Hein Online, and more.

The law library hosts a variety of educational programs and legal clinics to support small businesses. We hold weekly family law clinics

with the San Diego

Volunteer Lawyer Program; monthly appellate law clinics with the

Appellate Court and members of the Bar; and many others, as well as a variety of other business-focused topics and clinics. A complete

list of offerings is available on our website.

Navigating the complexity of legal information can be intimidating. Our experienced reference

staff can help guide you to the right resources for your specific need. They are available onsite, as well as online through our live webchat service and a host of other social media that will be

reviewed later in this report.

The San Diego Law Library is more than a place to study and research. Throughout all of our

branches, we are a community center where people can find answers, and lawyers and business

people can network with each other and their clients.


law library board of trustees

The San Diego Law Library is governed by a nine-member Board of Trustees composed

of five Superior Court judges and four attorney members. The Board’s time, energy and dedication made it possible for the Law Library to continually provide San Diego residents

access to its collections and services throughout San Diego County.

At the 2016 officer elections, the Honorable David Berry was elected as Board President; Mara

Elliott, Vice-President; Lorena Slomanson, Treasurer; and Hon. Joseph Brannigan, Assistant Secretary.

member office / affil iation

Jeffrey D. Cawdrey, Esq. Board of Supervisors Delegate Seat #1

Lorena Slomanson, Esq. Treasurer

Board of Supervisors Delegate Seat #2

Mara Elliott, Esq. Vice President

Board of Supervisors Delegate Seat #3

Nathan L. Low, Esq. Board of Supervisors Delegate Seat #4

The Hon. Julia Craig Kelety Superior Court Judge Seat #5

The Hon. David Berry President

Superior Court Judge Seat #6

The Hon. Joseph Brannigan Assistant Secretary

Superior Court Judge Seat #7

The Hon. David M. Gill Superior Court Judge Seat #8

The Hon. Yvonne Esperanza Campos Superior Court Judge Seat #9


financial recap

A copy of a portion of the audited financial statements of the library is included in this

report as Appendix A.

FINANCIAL RECAP FOR THE FISCAL YEAR ENDING JUNE 30, 2016:

The Library’s total revenue decreased 4%, from $2,775,441 to $2,671,314.

Filing Fee Revenue decreased 4%, from $2,631,919 to $2,535,078. Actual Filing Fees were

.4 % less than budgeted. Filing Fees have dropped over the last several years, but there are indications that Fee income is leveling off.

Total expenses decreased 7% from $2,948,121 to $2,728,712 ($219,409), primarily due to large cuts to our print and electronic resources, as well as postponement of the purchase of

a new Integrated Library System.

The Governmental Accounting Standards Board (GASB) is now requiring that the entire

CalPERS unfunded pension costs of $1,136,614 be carried on the Balance Sheet in the Long Term Liabilities section. Yearly payments will be made to CalPERS each year to reduce the

liability.


organizational chart

Director of Libraries

Assistant Director User

Experience

Librarians

Head of Reference Services

Part-Time Librarian

Assistant Director Finance & Personnel

Business Systems

Coordinator

Administrative Officer

Security

Head of Core

Operations

Librarians

Library Associates

Chief Information

Officer

Network Administrator



advancing the strategic plan

We strive to achieve our VISION by following our 20/20 Vision: Strategic Plan

2014-2020, as approved by the Board of Trustees in June 2014. Therefore, all of our

efforts as an organization are guided by the Strategic Plan. We achieved much this year.

Organized by strategic goal, below are the projects, events, and partnerships helping us

achieve our mission: Law Made Public.

goal one: Advance the law library’s mission by securing its financial & operational stability

goal two: Enrich the user experience using outreach & collaboration to create a more visible &

vibrant community center for legal research & learning

goal three: Increase our value & impact by successfully migrating the law library’s collection &

services to a quality digital platform

goal four: Create a culture of continuous improvement & service excellence by building &

sustaining a learning environment


goal 1:

Strategic actions for financial stability

SENATE B ILL 711 Lead statewide charge to pass SB 711 California Public Law Libraries are now allowed to make money for services and are defined as a public library for grant purposes

MEM BERSHIP Creation of Membership sub-committee Plan for discontinuing membership deposits

Plan for membership structure reorganization

Created new membership benefits

Plan for marketing of new membership structure

JO INT BOA RD RE TRE AT Long range financial scenarios explored

Staff prepared extensive documentation for the Joint Boards

Plans analyzed to handle the Library’s potential financial future

LAW L IBR ARY V ALUE C ALC ULA TOR Calculator to be used in marketing/membership to document value of library services to library users, members, and other constituents

Frames the value of what the library provides

SEVER AL CONTR AC TS RENE GOTI A TED Every library contract examined for possible savings

Vendors contacted to re-negotiate, including copiers and major publishers

NEW IT POS ITION CU T To reduce expenses

LEXVI D CONT RA CT Lexvid is now recording select MCLE classes

Lexvid discount now offered as membership benefit

PUBLIC UPD A TES Continue to update the public on the status of library funding

Solicitation of donations; publicize volunteer opportunities

TASK FOR CE ON RE VEN UE POSSIB IL IT I ES Comprehensive list of possibilities compiled

Priority action items evaluated

Secure the financial stability of the law library


Strategic actions for operational stability

STAFF E V ALU AT IONS & R AISE Yearly staff evaluations conducted in April 2016

Raise of 2% for all staff approved at May 2016 Board Meeting

L IBQ UAL+ GR ANT Planned and implemented survey based on grant

Evaluated library demographics, services, and resources

Used information to help restructure membership program and benefits

VOLUNTE ER PROG RA M Expanded to include library schools, law schools, and professional organizations

Focus on North County volunteers for Vista location

EL CAJON AND CH ULA VIS TA BR ANCHES Partnerships formed with El Cajon & Chula Vista Public libraries

Planned and implemented repurposing of El Cajon and Chula Vista courthouse locations

VIST A BR ANCH Reduction of Vista Branch operating hours, allows for branch to be operated by one librarian

Vista Branch renovation project kick-off with County; architectural proposal submitted to County

BUD GETIN G A Budget was approved at the May 2016 Board Meeting

Operational part of the budget was balanced

It was decided to take the following expenses out of reserves: the new ILS software, CalPers special assessment, North County renovation expenses

NEW REFEREN CE H I RE Experienced law librarian with law degree

Acting as new MCLE / Class Coordinator

JUSTI CE FO UND ATION New website launched

Giving campaign and donor wall created for trailer renovation; Foundation actively pursuing donations

FACIL ITI ES Reading room lights installation complete

Downtown Humidity control in our server room was identified as a major maintenance project for FY 2016/2017


goal 2:

Strategic actions to collaborate with community partners

COM MUN ITY OFFI CE HO URS Speaker of the Assembly Toni Atkins has office hours monthly at our Downtown location

NEW PAR TNERSHIPS

Foundation for Democracy & Justice Civics class focusing on the Judicial system held at the San Diego City Library auditorium

National Conflict Resolution Center Divorce Mediation Group Free divorce mediation workshop series offered three times a month

Elder Law & Advocacy Free legal consultations via webcam for seniors offered twice a month

Continuing Education of the Bar (CEB)

Vendor holds classes at the downtown location and library receives MCLE recordings at no cost

SDLL gets rebate for every CEB print sale to our patrons

Chula Vista Courthouse Attorneys use library space on Fridays for family law settlement conferences Superior Court and National Conflict Resolution Center to create Small Claims Resources brochure

Discussions taking place to increase small claims court information access

ESTABLISHE D P ARTNERS H IPS WI TH CL IN ICS & WO RKSHOPS

Legal Aid Society of San Diego offers weekly Unlawful Detainer Clinics in our El Cajon and Chula Vista courthouse locations, monthly Tax Clinics at our downtown location, and Consumer Law Clinics at our Chula Vista and Vista locations

Thomas Jefferson School of Law Center for Solo Practitioners offers weekly clinics at the El Cajon Public Library

Volunteer Lawyer Program offers weekly family law clinics at our downtown location

Court of Appeal, San Diego County Bar Association, and Legal Aid Society hold monthly Civil Appellate Workshops . The Workshop received National Pro Bono Service Award from the Legal Services Corporation

Staff member received Outstanding Service Award from Legal Aid Society of San Diego

District Attorney’s Office holds monthly Truancy Clinics at our North County location

ENRICH THE USER EXPERIENCE USING OUTREACH & COLLABORATION TO CREATE MORE VISIBLE & VIBRANT COMMUNITY CENTER FOR LEGAL RESEARCH & LEARNING.


Strategic actions to create more visible & vibrant community center

NEW PUBL IC L IBR ARY P RESENCE MOUs signed and implemented with Chula Vista and El Cajon Public Libraries

Brings 4 databases, reference services, and self-help collections to a new, broade community

ANN UAL AND SEM I- ANN U AL EV ENTS California State Bar Swearing in Ceremonies (June & December)

North County Bar Association & Superior Court Bridging the Gap Program (December)

San Diego County Bar Association’s Law Student Welcome Reception (September)

San Diego Superior Courts Justice Corps Orientation program (September)

LAW WEEK

North County Bar Association annual Law Day Clinics at our Vista location

Facilitated Foothills Bar Association legal clinic at the El Cajon Public Library

LAW & CO MI CS The sixth annual Lindley Lecture on Law & Comics theme was Law & Comics Goes to Hollywood. The panel explored protecting creators’ rights when dealing with Hollywood and other licensing options

Signature event that allows us to reach a different segment of the community and show our relevance to business, art, and everyday life

CLASS PROGR A M MIN G We offered 41 classes and lectures this year, with 684 attendees

Staff coordinated over 20 MCLE classes for January/December MCLE Crunch Time

We continue to offer monthly classes on our databases and using free legal websites for legal research

LEGAL TOPIC OF THE YE AR Water Law designated “legal topic of the year”

Events, E-news articles, webpages, and resource sharing with community to highlight topic

SAN D IEGO LE GAL H ISTORY C ENTER Secured donation of San Diego Legal History materials (Daily Transcript) and successfully moved them to East County location

Planning underway to make El Cajon Courthouse library location a legal history center

MEM BERSHIP PL ANNIN G Board approved the end of deposits

Ad hoc Membership Committee formed

Created plan for a restructured membership program

Focus Groups held with library members

New benefits such as WiFi, LexVid discounts, and free conference room use


COMPREHENS IVE M ARKE TING PLANN ING UND ERW A Y Library creating a master plan for marketing efforts

All event marketing and branding materials will be brought in line with new marketing strategy

SOCIAL MED IA Social Media team revitalized and formalized under new leadership

Facebook “Likes” have grown from 929 to 1048 since January

Twitter Engagement has doubled since January (from 7417 in January to 14500 in April)

125T H ANNI VERS ARY OF CO UNTY P UBL I C L AW L IBR ARIES Promotion to draw attention to the 125th Anniversary of County Public Law Libraries

County Board of Supervisors Proclamation presentation

VIST A BR ANCH 20 T H ANN IVE RSARY Open House at Vista location to highlight 20th anniversary & remodel plans

Unveiled fundraising campaign to update technology and raise funds for conference room furnishings

Strategic actions to evolve our web site to stay current with emerging trends and provide a better user experience

RESEAR CH & S AMPLE MO T ION G UI DES This year we added five new motion guides.

The web based format allows us to reach a larger audience and allows the community to access these resources 24/7.

Step-by-step instructions, templates for filings, and lists of online and in-library resources help patrons effectively research issues and complete court paperwork.

WEEKLY NEWSLETTE RS 3400+ subscribers.

Information on upcoming clinics, classes, and other legal related news emailed to subscribers and posted on our website.

GET -OU T- THE- VOTE Post information voters can use such as how to register, registration deadlines, links to ballot information and poll locations.

Voter Registration drive, providing voter registration forms at all locations and links to online registration process.


:goal 3

Strategic actions to migrate services to a quality digital platform

NEW L IBR ARY SYSTE M ( ILS) Library has vetted several vendors to replace its main operational software, (ILS) Integrated Library System

Vendor demonstrations and cost estimates received

Due diligence performed by vendor demos and contacts with other libraries

A contract was signed with ByWater Solutions for service and support migrating to KOHA ILS system

MEM BERSHIP R ENEW ALS PayPal implemented as payment option for annual membership renewals

Moved away from print renewal system to email renewals, saving staff time and money

LEXVI D OPTION FOR M EMBE RS Now able to offer members remote access to MCLE programs through LexVid.com

MOTION G UIDES More web-based motion guides created by staff with sample templates for patrons to modify

Able to reach patrons and provide service 24/7

ELDER LA W & ADVO CA CY Offer legal consultation services via webcam for seniors

Brings value to our senior community while allowing attorneys more time to meet with patrons

NEW ST AFF CO MPU TERS Equipment purchased

Software installed

Rollout in progress

Strategic actions to migrate collection to a quality digital platform

COLLECTION REB AL ANC ING CONTIN UES Cuts continue to print collection as digital/database options grow

Partnership Pilot with James Publishing to bring ebook options to library users

INCREASE OUR VALUE & IMPACT BY SUCCESSFULLY MIGRATING THE LAW LIBRARY’S COLLECTION & SERVICES

TO A QUALITY DIGITAL PLATFORM


goal 4:

Strategic actions toward fully embracing a learning organization philosophy

AD VAN CE MENT LE ADE RSHIP TE A M ( ALT ) Established to provide forward momentum to advance the strategic plan

Separate ALT-managers group has been charged with taking on more strategic/managerial roles, with a staff member rotation

STAFF RE COGN ITION PRO GR AM Program based on staff recognizing one another

Encourages service philosophy to patrons and coworkers

Strategic actions to increase training opportunities

STAFF TRA ININ G Active Shooter Training offered to all staff and library partners (Legal Aid and Public Libraries)

Learning Organization Staff Trainings continue for staff to share their knowledge, with several classes on technology and social media

Staff attendance at Non-Profit Management Solution and Skill Path seminars, as well as free webinars

Staff attendance and presentations at SLA and CLA conferences

All database vendors have provided staff training sessions and staff continue to analyze how training impacts our usage statistics on these databases

PART ICIP AT ION IN P ROFESSIONAL OR G ANIZ AT IONS Many staff members serve as committee chairs and/or members of our local San Diego Area Law Library Association (SANDALL), Council of California County Law Libraries (CCCLL), Southern California Law Library Association (SCALL), Special Libraries Association (SLA), American Library Association (ALA), California Library Association (CLA), and American Association of Law Libraries (AALL)

Staff attendance at professional meetings such as CCCLL, SANDALL, SCALL, CLA, and AALL

CREATE A CULTURE OF CONTINUOUS IMPROVEMENT & SERVICE EXCELLENCE BY BUILDING & SUSTAINING A LEARNING ENVIRONMENT


membership update

Many changes, both large and small, have been made to the membership program this past fiscal

year as part of an ongoing effort to make it more efficient and more responsive to the information needs of residents and legal professionals in the digital era.

To make renewing more convenient and to encourage members to make their renewal payments in a timely manner, the Library began accepting online renewal payments via PayPal in October of

2015. The response was positive with 58 members choosing to pay online during the fall renewal period.

As discussed in last year’s annual report, Library staff evaluated the practice of taking security deposits from members in exchange for loaning material and has come to the conclusion that

the obligations required for maintaining a deposit fund outweigh any benefits to the Library. In February a recommendation was made to the Board of Trustees to discontinue the taking of

deposits and to drawdown all deposits currently held. The Board voted to approve this cessation and staff have created an escheatment process that is in line with state law and has been

approved by San Diego County Counsel. Staff will initiate this procedure in October 2016.

In addition, several new benefits were rolled out this year to make the membership program more robust for members, including:

A 10% discount with the online MCLE company LexVid when members purchase MCLE packages online.

One free hour of conference room time each year.

Members only study tables.

Members only access to Wi-Fi and electrical outlets.

Plans are also being made to bring back member access to the Westlaw Next database and to

purchase a license to the FastCase legal database which can be remotely accessed by members.

In an attempt to determine which benefits would appeal most to members, the Membership

Librarian reviewed the responses to the Library Quality survey from last October and convened a focus group with young attorneys to discuss benefits and future pricing options.

The goal is to have a complete transition of the membership plan in place by January 1, 2018.


social media report & statistics

In January the Social Media team was re-organized and re-energized. A new focus on content and consistent postings has resulted in significant improvement in engagement and growth in followers. The last week of April we implemented our first Facebook Ads campaign focusing on Law Week (May 1-7). Statistics for both Facebook and Twitter show significant growth during May.

Our primary social media platforms continue to be Facebook and Twitter but we’ve also revived Instagram and began exploring other platforms like Snapchat and live streaming. Time-saving and cross-posting tools such as Buffer, IF, and SocialFlow are being researched and tested to automate more of the posting tasks.

LLIINNKKEEDDIINN

LinkedIn is the largest professional social network online today.

We use it to build relationships in the community and promote Library events and classes.

This year saw a 16% increase in followers from the previous year.

2015-2016 - 435 Followers 2014-2015 - 376 Followers 2013-2014 - 272 Followers 2012-2013 - 124 Followers 2011-2012 - 87 Followers

We rank 2nd when compared to other County and legal agencies in the San Diego area:

County of San Diego – 11,351 Followers San Diego Law Library – 435 Followers The San Diego County Bar Association – 355 Followers San Diego Volunteer Lawyer Program, Inc. – 352 Followers San Diego Public Library – 97 Followers


Females 63%

Males 35%

Female Male Unknown

FFAACCEEBBOOOOKK..

SDLL Facebook promotes classes, clinics, special events,

partnered events, as well as general legal and community news

from San Diego, CA and around the world.

2015-2016 - 1,048 Followers 2014-2015 - 858 Followers 2013-2014 - 759 Followers 2012-2013 - 641 Followers

2015-2016 showed a 22% increase in followers from the prior year to a solid 1,048 with a steady increase following the reorganized Social Media team in January.

FACEBOOK DEMOGRAPHICS SHOW:

FEMALES make up 63% of our fans:

35-44 year-olds make up 19% 25-34 year-olds make up 17% 45-54 year-olds make up 13%.

MALES make up a smaller portion of our demographic at 35%:

25-34 year-olds make up 10%



850

900

950

1000

1050

FYE Total Likes


TTWWIITTTTEERR SDLL tweet content includes events offered by and news about SDLL,

news stories of interest to the San Diego legal and law library

community with a special emphasis on water law issues in California.

2015-16 showed a 15.7% increase in followers from the prior year going from 938 to 1,085 followers.

The Library gained an average of 17 followers per month.

We posted 459 tweets (14% increase); an average of 39 tweets per month (15 increase).

Our tweet impressions (visibility) increased by 121% from 6,104 in July 2015 to 13,500 in June 2016, even climbing as high as 28,800 in May due to Law Week.

EEVVEENNTTBBRRIITTEE

Generated a revenue total of $8,399 in legal classes with $1,192 in Crunch Card sales.

We offered 41 classes and lectures. Six hundred and eighty-four patrons attended these events.

Our average number of attendees remained constant with 17 per event, the same as last year.

0 5

10 15 20 25 30

July August Sept Oct Nove Dec Jan Feb Mar April May June

New Followers


YYOOUUTTUUBBEE To commemorate the Law Library 125th Anniversary we added

the video SDLL Timeline which gives the viewer a great scrolling perspective of the History Wall installed on the 3rd floor across the hall from the Boardroom.

Currently our channel consists of 31 videos, 53 subscribers, and for the year we had 10,507 views.

Our top source for traffic remains Google searches (4,855 views) followed by direct YouTube searches (2,721 views). If you Google “pleading paper” the first video that shows up in the results is our own “How To Obtain Pleading Paper with Microsoft Word” which had 7,733 views for the year.

EE--MMAAIILL RREEFFEERREENNCCEE

Patrons mostly use email to request document delivery, not ask actual email reference questions. We are evaluating our tracking system to assure that we have all reference questions accounted for.

2015-2016: 74

2014-2015: 112

2013-2014: 139

2012-2013: 147

QQUUEESSTTIIOONNPPOOIINNTT // AASSKK AA LLIIBBRRAARRIIAANN

QuestionPoint is a live chat service. It is paid for and staffed by the Council of California County

Law Librarians (CCCLL). Our library is a part of this Council and helps to staff the service. In addition to chatting live, reference librarians can send helpful websites directly to patrons, no

matter their location. Patrons are often outside of San Diego County, as all county law libraries and the California Courts post a link to the Ask A Librarian service on their websites. Our library

monitors the system one hour per week. This past year we responded to 35 questions online.


24%

18%

16%

10%

9%

7%

6%

4% 3%

3%

TOP CONTENT

Pleading Paper Template

Electronic Resources

Locations & Hours

Services

Research Guides

Web Resources

Calendar

Motion to Terminate Probation

Research a Legal Issue

Motion to Reduce Felony

internet & web report

This year sees our first decrease

across the board. Google analytics has one again revised their number

crunching methods. We’ll be spending some time in the next few

months investigating this and making sure that we are successfully

delivering the content and services the residents of this County need.

Below is a list of our most popular

web pages. Our Electronic Resources and our Pleading Paper Template continue to be heavily used, as is our Research Guides page. This year two of our motion guides made it to our top ten list. We have several helpful motion & research guides available, some receiving top ratings statewide

Visitors Unique Visitors

Pageviews

2012-2013 44979 46718 264907

2013-2014 121518 77261 263226

2014-2015 125191 81021 264800

2015-2016 93936 58832 196964

0 50000

100000 150000 200000 250000 300000

VISITOR OVERVIEW


The following graph indicates the mobile device preferences of our web site users over a

four-year period of time. This chart indicates a drop off in mobile device use. With the

change in number crunching methods, we’ll be spending some time in the next few

months checking into these numbers. We’ll also spend some time in the next year

researching methods to make our content more mobile friendly.

Readers & researchers across the nation visit our web site and access our content.

iOS Android Blackberry Windows

Phone Windows

(other)

2012-2013 3167 3941 67 32

2013-2014 7875 4755 79

2014-2015 9335 7268 42 190 1106

2015-2016 7913 7129 33 186 660

0 1000 2000 3000 4000 5000 6000 7000 8000 9000

10000

MOBILE USERS


TOP 12 REFERRING SOURCES

▪ sdcourt.ca.gov ▪ courts.ca.gov ▪ facebook ▪ publiclawlibrary.org

▪ duckduckgo.com ▪ calcountylawlib.libguides.com

▪ SDLL newsletter ▪ Andriod search ▪ bing.com ▪ twitter

▪ ethics-lawyer.com ▪ sdvlp.org

10% of our visitors

continue to our

web site from

our newsletter.

Search Engines

42%

Direct Traffic 40%

Referring Sites

7%

Newsletter 10%

Social 1% TRAFFIC

SOURCES


library collections

The collection statistics compiled reflect a continuing trend to dramatically reduce the

amount of print sources acquired by the library while at the same time increasing the

online materials available (consistent with the Library’s Strategic Plan). Book volume

equivalents added between 2011/12 and last fiscal year 2015/16 have been reduced by

more than half. The same trend is reflected in our current subscription totals which have

been reduced from 1,149 in 2012 to 591 in the last fiscal year.

The library has managed to meet severe collection budget shortfalls in a responsible

manner by reducing duplication in titles and topic coverage, and renegotiating contracts

for print materials. Reducing print contract commitments has given us the opportunity

to modestly increase our commitment to online databases in the coming year.

Collection Statistics

FORMAT 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016

Books (volumes) Added 6,162 3,811 3,179 2,518 2,285

Total books (volumes) 120,820* 119,357 118,621 118,781 117,145

Microform 645,352 647,352 580,776 597,350 617,960

Current Continuations/Subs

1,149 751 652 600 591

Video 110 68 74 86 79

Audio (tapes, CDs, DVDs)

636 673 570 389 316

Internet Resources 75,831 84,542 84,159 94,008 106,629

Discards 4,677 5,667 4,367 2,726 4,262

Missing Books 17 29 5 5 17

*Calculation method changed. Using Millennium catalog count of books (rather than a manual calculation based on past annual reports)


library donations

DONATIONS: Total volumes donated = 5,108

TITLE # DONOR

The Administration of Justice 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

American Civil Procedure / By William Wirt Blume.

1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

America's Top Trial Lawyers: Who They Are & Why They Win / By Donald E. Vinson.

1 Anonymous

Anti-SLAPP Litigation / Thomas R. Burke, Esq. 1 Donated by author through TRG

Attorneys' Directory of San Diego County, Volumes 1958-2014

56 Donated by Daily Transcript

The Burgess Boys: A Novel / Elizabeth Strout. 1 Donated by Anonymous

The Challenge of Law Reform 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Civil Justice and The Jury / Charles W. Joiner. 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

The Complete Trial Lawyer Success System 1 Donated by Randall Christison, Esq.

Documenting Results: Research On Problem-Solving Justice / Edited By Greg Berman, Michael Rempel, and Robert V. Wolf.

1 Donated by John Adkins

Encyclopedia of Trial Strategy and Tactics / Simon N. Gazan 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

The Essential Nonprofit Fundraising Handbook: Getting The Money You Need From Government Agencies, Businesses, Foundations, and Individuals / By Michael A. Sand and Linda Lysakowski.


Executing Strategy: Expert Solutions To Everyday Challenges 1 Donated by John Adkins

Felix Frankfurter: A Tribute 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Felix Frankfurter, The Judge 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

A First Book on Anglo-American Law 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Fundamentals of Collection Development & Management 1 Donated by Laurel Moran

Getting Change Right: How Leaders Transform Organizations From The Inside Out / Seth Kahan Foreword By Bill George.


Good Courts: The Case For Problem-Solving Justice / Greg Berman and John Feinblatt With Sarah Glazer.


Governance As Leadership: Reframing The Work of Nonprofit Boards / Richard P. Chait, William P. Ryan, Barbara E. Taylor.



A History of Anglo-American Law / By William F. Walsh 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

The History of English Law Before The Time of Edward I / by Sir Frederick Pollock and Frederic William Maitland


Influencer: The Power To Change Anything / Kerry Patterson [and Others]


The Jewish Attitude Towards Justice and Law / By Rafael Chodos

1 Donated by Rafael Chodos

Justice Holmes, Natural Law and The Supreme Court 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Justice Holmes On Legal History / James Willard Hurst 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Law and Psychiatry: Cold War Or Entente Cordiale? / Sheldon Glueck


Lawyers and The Constitution How Laissez Faire Came To The Supreme Court. With A Foreword by Edwward S. Corwin.


Leadership As A Heros's Journey: The Four Virtues For Transforming Uncertainty and Anxiety Into Results / Eric Kaufmann.


The Limits of The Criminal Sanction [By] Herbert L. Packer 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Managing With Data: Using Acrlmetrics and Plametrics / Peter Hernon, Robert E. Dugan, Joseph R. Matthews

1 Donated by Laurel Moran

Marketing With Social Media: A LITA Guide / Edited By Beth C. Thomsett-Scott.


Mastering The Unpredictable: How Adaptive Case Management Will Revoutionize The Way That Knowledge Workers Get Things Done / Keith D. Swenson Contributers: Nathaniel Palmer [and 10 Others].


Ay It Please The Court... : Quotations For Trial Lawyers / Compiled and With An Introduction By Elliott Wilcox

1 Donated by Randall Christison, Esq.

The No-Nonsense Guide To Archives and Recordkeeping / Margaret Crockett


Notorious RBG: The Life and Times of Ruth Bader Ginsburg / Irin Carmon and Shana Knizhnik


The Occasions of Justice: Essays Mostly On Law 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

of Law and Life & Other Things That Matter Papers and Addresses of Felix Frankfurter, 1956-1963. Edited By Philip B. Kurland.


Our Constitution: Tool Or Testament? With An Introd. By Robert H. Jackson.



Out Front With Stephen Abram: A Guide For Information Leaders / Compiled By Judith A. Siess and Jonathan Lorig


The People and The Court Judicial Review In A Democracy 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Power Stories: The 8 Stories You Must Tell To Build An Epic Business / Valerie Khoo


The Practitioner's Guide To Governance As Leadership: Building High-Performing Nonprofit Boards / Cathy A. Trower.


The Role of The Supreme Court In American Government and Politics, 1789-1835

Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Samuel Sewall of Boston / By Ola Elizabeth Winslow 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

The Sovereign Prerogative: The Supreme Court and The Quest For Law / By Eugene V. Rostow


State Teachers' Retirement Law 1 Donated by CalSTRS

Stephen J. Field: Craftsman of The Law. 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Successful Civil Litigation: How To Win Your Case Before You Enter The Courtroom / George Vetter


The Supreme Court and Its Great Justices [By] Sidney H. Asch


Treasury of Law / Edited By Richard W. Nice 1 Donated by Congresswoman Lynn Schenk in memory of C. Hugh Friedman

Undermining The Constitution, A History of Lawless Government


Vignettes of Legal History / By Julius J. Mark ; With An Introduction By Bernard Schwartz


The Work: The Search For A Life That Matters / Wes Moore 1 Donated by John Adkins

International Law Collection 5000* Donated by Professor Slomanson

*This collection has not been cataloged


appendix A independent auditor’s report

Vsonnenber,f & Company

CPA • AUDITS • TAXES • RESERVE STUDIES

Sonnenberg&: Company, CPAs A Professional Corporation

5190 Governor Drive, Suite 201, San Diego, California 92122

Phone: (858) 457-5252 • (800) 464-4HOA • Fax: (858) 457-2211 • (800) 303-4FAX

Sonnenberg & Company

40 YEARS IN PRACTICE

Leonard C. Sonnenberg. CPA

INDEPENDENT AUDITOR'S REPORT ON THE FINANCIAL STATEMENTS

To the Board of Trustees of San Diego County Public Law Library

We have audited the accompanying financial statements of San Diego County Public Law Library (the Library) as of and for the year ended June 30, 2016, and the related notes to the financial statements, as listed in the table of contents.

Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor's Responsibility Our responsibility is to express an oprmon on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Opinion

In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of San Diego County Public Law Library as of June 30, 2016 and the

1

Member: The American Institute of Certified Public Accountants and California Society of Certified Public Accountants

San Diego County Public Law Library Independent Auditor's Report Pg2

Report on Summarized Comparative Information We have previously audited San Diego County Public Law Library's June 30, 2015 financial statements, and we expressed an unmodified opinion on those financial statements in our report dated September 30, 2016. In our opinion, the summarized comparative information presented herein as of and for the year ended June 30, 2015, is consistent, in all material respects, with the audited financial statements from which it has been derived.

Other Matters

Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis information and on pages i through vi and budgetary comparison information on page 22 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.

Other Reporting Required by Government Auditing Standards

In accordance with Government Auditing Standards, we have also issued our report dated September 16, 2016, on our consideration of San Diego County Public Law Library's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering North County Lifeline, Inc.'s internal control over financial reporting and compliance.

September16,2016

2

SAN DIEGO COUNTY PUBLIC LAW LIBRARY STATEMENT OF NET POSITION

June 30, 2016 (With Comparative Totals for June 30, 2015)

2016 2015 Assets

Cash and Investments $ 2,519,576 $ 2,339,171 Restricted Cash 184,012 191,060 Deposits on Construction Project 35,576 Accounts Receivable 448,102 453,694 Prepaid Subscriptions 33,109 34,595 Prepaid Insurance 46,177 21,947 Capital Assets, net 3,965,344 4,220,151

Total Assets $ 7,196,320 $ 7,296,194

Deferred Outflows of Resources

Pension Contribution $ $ 109,707

Total Assets and Deferred Outflows of Resources $ 7,196,320 $ 7,405,901

Liabilities

Accounts Payable $ 4,396 $ 3,387 Accrued Wages and Salaries 63,050 54,066 Compensated Absences 129,628 123,355 Accrued Liabilities - CalPERS 161,488 Capital Lease Payable 16,181 Borrower's Deposits 133,783 124,544 Other Liabilities 19 Net Pension Liability 1,136,614

Total Liabilities 1,467,471 483,040

Deferred Inflows of Resources

Advanced Payment of Filing Fees $ 223,022 $ 223,022

Total Liabilities and Deferred Inflows of Resources $ 1,690,493 $ 706,062

Net Position

Net Investment in Capital Assets 3,965,344 4,220,151 Restricted for IT Projects 184,012 191,060 Unrestricted 1,356,471 2,288,628

Total Net Position $ 5,505,827 $ 6,699,839

The accompanying notes are an integral part of these financial statements. 3

SAN DIEGO COUNTY PUBLIC LAW LffiRARY SUPPLEMENTAL INFORMATION

BUDGET COMPARISON INFORMATION For the Year Ended June 30, 2016

Budget Actual Variance Revenues:

Filing Fees $ 2,545,000 $ 2,535,078 $ (9,922) Donations 21,000 20,836 (164) Interest 9,000 13,517 4,517 Charges for Services 110,700 101,883 (8,817)

Total Revenues $ 2,685,700 $ 2,671,314 $ (14,386)

Expenditures: Personnel

Salaries and Wages $ 1,260,000 $ 1,187,059 $ 72,941 Employee Benefits 454,000 405,091 48,909

Total Personnel 1,714,000 1,592,150 121,850 Information Services

Books and Other Media 443,300 391,415 51,885 Data Searches 102,000 98,132 3,868

Total Information Services 545,300 489,547 55,753 Operations

Library Insurance 35,000 30,794 4,206 Supplies 66,050 49,855 16,195 Professional and Special Services 97,500 79,301 18,199 Mileage and Parking 23,000 13,244 9,756 Conferences and Travel 12,000 11,406 594 Equipment and Software 223,050 115,835 107,215 Membership and Public Relations 22,000 17,172 4,828 Depreciation 321,101 (321,101) Miscellaneous 12,000 8,307 3,693

Total Operations 490,600 647,015 (156,415)

Total Expenditures 2,749,900 2,728,712 21,188

Excess of Revenues over Expenditures $ (64,200) $ (57,398) $ (6,802)

Note: The Budget Schedule above includes expenditures for capitalized Equipment, excludes Depreciation.

See Independent Auditor's Report 22

Documents

table of contents - San Diego Law Library · Advancing The Strategic Plan ... we took library services out of the courthouses and expanded our footprint at both the El Cajon ... Downtown