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Assessing Library Performance:. New Measures, Methods, and Models. 24 th IATUL Conference • 2-5 June 2003 • Ankara, Turkey Julia C. Blixrud, ARL Assistant Executive Director, External Relations. Measures that Matter. Input Output Outcome Impact
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Assessing Library Performance: New Measures, Methods, and Models 24th IATUL Conference • 2-5 June 2003 • Ankara, Turkey Julia C. Blixrud, ARL Assistant Executive Director, External Relations
Measures that Matter • Input Output Outcome Impact • Consistent with organizational mission, goals and objectives • Integration with program review • Balance customer, stakeholder, and employee interests and needs • Establish accountability • Collection and use of reliable and valid data
Forces and Challenges • Increasing demand for libraries to demonstrate outcomes/impacts in areas of importance to institution • Increasing pressure to maximize use of resources through benchmarking resulting in: • Cost savings • Reallocation
ARL New Measures Projects • Demonstration project for service effectiveness measures (LibQUAL+™) • Project to define usage measures for electronic information resources (includes institutional outcomes) • Identification of measures that demonstrate a library’s contribution to student learning outcomes • Investigation of role libraries play in support of the research process • Identification of cost-drivers and development of cost-benefit studies (ILL/DocDel)
User Surveys • Obtain direct responses to a series of questions from the community surveyed • Identify user issues, concerns and needs • Measure library performance from the user perspective, including satisfaction • Acquire quantifiable data that can be statistically analyzed and generalizeable for the larger population • Improve or change services • Increase library visibility and marketing • Contribute to broader institutional assessment/accreditation
LibQUAL+™ Project Goals • Establishment of a library service quality assessment program at ARL • Development of web-based tools for assessing library service quality • Development of mechanisms and protocols for evaluating libraries • Identification of best practices in providing library service
Survey Instrument • 3 scales: • Minimum • Desired • Perceived
Percentages of Acquisitions Dollars Devoted to Electronic Resources
ARL E-Metrics Project Three phases: • Initial Phase (May-October 2000): What do we know? Inventory of current practices at ARL libraries as to statistics, measures, processes, and activities that pertain to networked resources and services. • Second Phase (November 2000-June 2001): What can we collect? Identified and field tested an initial draft set of statistics and measures • Final phase (July 2001-December 2001): What difference does this make? Build linkages to: educational outcomes/impact, research, technical infrastructure
Recommended Statistics & Measures • Patron Accessible Electronic Resources (R1-3) • Use of Networked Resources & Services (U1-5) • Expenditures for Networked Resources & Related Infrastructure (C1-3) • Library Digitization Activities (D1-3) • Performance Measures (P1-3)
Characteristics of Each Recommended Measure • Definition • Rationale • Unit of Measure • Data source • Frequency • Process • Related Issues
Focus on Electronic Resources • Project COUNTER • ICOLC • Measuring Impact (Franklin/Plum)
Cost-Effectiveness • ILL/DD study • Technical Services Cost Study • Activity Based Costing • Balanced Scorecard • Baldrige Quality Award
Outcomes • Institutional • Learning • Research
Learning Outcomes • Develop strategy to involve library in campus assessment activities to demonstrate the value of the library to the learning community • Move from content view (books, subject knowledge) to competency view (what students are able to do) • Understand learning outcomes of academic degree programs • Develop curriculum segments through which the library achieves outcomes • Information Literacy Competency Standards for Higher Education approved by the Association of College and Research Libraries in January 2000
Standardized Assessment of Information Literacy Skills • Base Based on outcomes as defined by ACRL information literacy competency standards d on ACRL standards • Contains items not specific to a particular institution or library • Is easily administered • Has been proven valid and reliable • Assesses at institutional level • Provides for both external and internal benchmarking
Research Outcomes(Surrogates) • R&D expenditures • PhDs awarded/year • Post-doctoral appointments • Research awards per year • Academy memberships • Faculty quality rankings
New Measure Challenges • Resources (i.e., time and money) • Buy-in (commitment to a culture of assessment • Access to individuals to evaluate • Expertise to conduct evaluation • Project management experience • Appropriate benchmarks • Conceptual clarity • Measurement & design requirements • Instrument validity and reliability
Julia C. Blixrud Assistant Executive Director, External Relations Association of Research Libraries 21 Dupont Circle, Ste 800 Washington, DC 20036 jblix@arl.org 202-296-2296 ext. 133 202-872-0884 (fax) 202-251-4678 (cell)