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Bob Dugan University of West Florida Libraries

ACRLMetrics June 23, 2012. Bob Dugan University of West Florida Libraries. Objectives. using an internal statistical management information system (MIS) aligning library strategic plan with Performance Indicators and operations budget

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Bob Dugan University of West Florida Libraries

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  1. ACRLMetrics June 23, 2012 Bob Dugan University of West Florida Libraries

  2. Objectives • using an internal statistical management information system (MIS) • aligning library strategic plan with Performance Indicators and operations budget • demonstrating use of ACRLMetrics via a practical case

  3. Internal MIS • create a “container” (MIS-container-example-one.xlsx AND MIS-container-example-two.xsls) to store the data requested to fill out ACRLMetrics and other surveys (examples-of-surveys.pdf) as well as for specific internal use • design (use-of-MIS-for-custom-data-one.xlsx AND use-of-MIS-for-custom-data-two.xlsx) the container to store information that you will find useful internally • using your own MIS container will enable you to create a variety of analysis (use-of-MIS-for-analyzing-data-one.xlsx AND use-of-MIS-for-analyzing-data-two.xlsx)

  4. LibPAS The LibPAS solution for academic libraries is used by the University of West Florida. LibPAS enables the capture and reporting of quantitative data, qualitative data as well as custom forms and surveys. LibPAS features over ten report types for each data type as well as drill-down graphs, comments, and Excel downloads. Report templates and custom reports can be created and viewed. One trend report on staffing has been published as an example. (http://www.countingopinions.com/pireports/report.php?5f44f200feb9024cfca1b018e9cfb185)

  5. Performance Indicators • align (metrics-mapped-to-strategic-plan-and-ACRL-standards.xlsx) your strategic plan (UWF-libraries-strategic-plan.docx) to the metrics you want to use

  6. ACRL Standards • also, map ACRL standards to your strategic plan (metrics-mapped-to-strategic-plan-and-ACRL-standards.xlsx, bottom part of spreadsheet)

  7. Strategic Finance • align your strategic plan to your operational budget • enables you to answer the question: what does it cost to develop and manage the collection in a fiscal year? (costing-out-objective-one-from-strategic-plan.xlsx)

  8. Dugan’s New Normal • “Why do we need a library? It’s all on the Internet.” • “The library is overstaffed.”

  9. Practical Application • the perception: the library is overstaffed • to address the perspective: need to illustrate staffing levels and workloads • most of the UWF staff is in Public Services, specifically Circulation and Reference

  10. Measures • three measures to use: • total staff in FTE • circulation as an output • reference as an output • not to use • “user-invisible” staff; just wanted “visible” reference and circulation staff • “user-invisible” functions • e.g., books cataloged as an output

  11. Measures • trend analysis not helpful • staff levels down • circulation and reference outputs up • would just indicate efficiencies realized because of budget cuts • peer institutions would be useful • maybe we are all overstaffed • review • “metrics to use for internal peer comparisons and benchmarks” (internal-metrics-used-for-benchmarking.xlsx)

  12. Starting Steps • log into ACRLMetrics • click the Reports link • landing page: local tab  report tab • click on the ACRL tab and explore the pages

  13. Create a Template • if you already have created a local report, use one of those • if not, ACRL tab  Metrics Perspective • picked Appendix B selected holdings ratio because it is short

  14. Template • for staffing, reference and circulation • click Save as New Report. Now, make some changes. • uncheck anything checked in Part 1 of Library Information. • ensure period is set to 2011 • rename the report Test ACRL 2011 • save

  15. Template • click on Group • staffing is in Personnel • let’s add #27 Total Staff FTE (highlight and add) • Save. • uncheck the three measures under Appendix B. • Save.

  16. Template • look at Locations  Filters. Make sure it is just a $. If not, then • click on locations • clear all • check include my location • apply • Save.

  17. Template • Then, run. • only University of West Florida comes up. • I need to include peers. • click back arrow.

  18. Template • click on Locations. • expand all • find your peers and check the box • then at bottom, give the list a filter name • I have already done this, called UWF peers • must re-check “include my location” • click Apply • Save

  19. Template • add to the description: UWF Peers • Save. • and then Run • see the difference • back button • Options tab • check Average

  20. Template • let’s add Circulation and Reference • click on Group • click on Output measures • circulation per 1,000 enrolled student FTE • reference transactions per enrolled student FTE • click on add • Save.

  21. Template • Run • look at the charts for each measure will give you some hints • click on the Excel icon and download the data • open the link in new window • view the Excel table

  22. The Report • so, what did I tell the Provost? • display • bar charts used for Provost (ACRLMetrics-graphs-for-Provost.docx) • our staffing levels are under average compared to our peers • we are at the top of performance in two of these workload indicators • I made other reports • review peer and aspirant chart comparisons (summary-chart-of-peer-aspirant-benchmark-comparisons.xlsx)

  23. Perspectives • students and faculty as users/consumers: we lead the way while understaffed in comparison to peers • stakeholders such as the Board of Trustees: we are a good investment in comparison to peers • library staff: you rock!

  24. Cool Things • look at the Local side • hit Reports on the top right, then Local tab • note that CO automatically places the report you created in your “local” “Report” folder. • click on the report title and it reappears • you can reuse this report and change parameters such as the period • therefore, updating is easy!

  25. Cool Things 2 • ACRLMetrics now includes NCES data • take one of your reports; then save as a new report (Take 2) • click on the Collection down arrow. Choose Select NCES Academic Libraries Survey • Save. • Run, and view the report

  26. Cool Things 3 • Peers missing from the ACRL Collection appears. Note that there is data missing. • note that the NCES data is 2010. The ACRLMetrics side was 2011. • to match up, CO has programmed this to “sync” and it uses the 2010 ACRL data. • again, you can capture this to a spreadsheet, or use the graph symbol

  27. Lessons • create an MIS to store data • when using ACRLMetrics • explore the tool to get comfortable • start with one or two measures • remember to save your changes • experiment; you cannot break it! • it’s like we tell our students -- to get better at it, you have to practice/do it

  28. Cool Things 4 • Official Launch • ACRLMetricsnow includes IPEDS data • special IPEDS data subset • specifically for academic libraries

  29. Contact Info • Counting Opinions for ACRLMetrics: info@acrlmetrics.com • Bob Dugan, University of West Florida, Pensacola rdugan@uwf.edu

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