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Preparing to Work Effectively with LibQUAL+ ® Survey Results CARL ABRC LibQUAL+® & Beyond Applying Your Survey Results & Other Performance Measures in Library Practice Ottawa, ON October 24-25, 2007 Raynna Bowlby Martha Kyrillidou Association of Research Libraries old.libqual.org

Preparing to Work Effectively with LibQUAL+ ® Survey Results CARL ABRC LibQUAL+® & Beyond Applying Your Survey Results & Other Performance Measures in

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Page 1: Preparing to Work Effectively with LibQUAL+ ® Survey Results CARL ABRC LibQUAL+® & Beyond Applying Your Survey Results & Other Performance Measures in

Preparing to Work Effectively withLibQUAL+® Survey Results

CARL ABRCLibQUAL+® & Beyond

Applying Your Survey Results & Other Performance Measures in Library PracticeOttawa, ON

October 24-25, 2007

Raynna BowlbyMartha Kyrillidou

Association of Research Libraries

old.libqual.org

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Desired OutcomesDesired OutcomesAs a result of our work together today, you will be prepared to…As a result of our work together today, you will be prepared to…

• Perform some simple analyses of the LibQUAL+® survey results data

• Today we’ll be working mainly with the 22 core LibQUAL+® questions and Comments

• Present the results to different stakeholders

• Utilize the data to target areas for improvement

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Understanding the Data & ResultsUnderstanding the Data & Results

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Representativeness - Standard Disciplines: Representativeness - Standard Disciplines: An Academic LibraryAn Academic Library

Respondents

Population

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Representativeness - Customized Disciplines: Representativeness - Customized Disciplines: An Academic LibraryAn Academic Library

Respondents

Population

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Determining RepresentativenessDetermining Representativeness

• Conclusions and recommendations are grounded in an understanding about your survey respondents and the population you surveyed

Determining Representativeness Worksheet:

LibQUAL+® Survey Population Statistics

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Dimension SummaryDimension Summary

Key Term: Zone of Tolerance

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Peer ComparisonsPeer Comparisons

LibQUAL+ 2006Faculty Ratings of Journal Collections

ARL Libraries

5.00

6.00

7.00

8.00

9.00

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37

Red Square = Perceived Service Performance

Top of Blue Bar = Desired Level of Service

Bottom of Blue Bar = Minimum Level of Service

UVA

Source: Jim Self, University of Virginia, Presented at Performance Measurement in Academic Libraries Workshop, EBLIP4, Durham, North Carolina, May 11, 2007

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Peer ComparisonsPeer ComparisonsLibQUAL+ 2006

Overall Quality of the Service Provided by the Library38 ARL Libraries

7.87

7.637.63

6.51

6.61

5.87

7.487.52

7.87

5.5

Undergraduates

Graduates

Faculty

UVA UVA

UVA

Source: Jim Self, University of Virginia, Presented at Performance Measurement in Academic Libraries Workshop, EBLIP4, Durham, North Carolina, May 11, 2007

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Peer ComparisonsPeer Comparisons

Adequacy GapThe difference between the minimum and perceived score.

-0.40

-0.20

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

UT Austin

ARL

Peers

Source: Fred Heath, LibQUAL+™ Results Meeting, ALA Annual Conference, Seattle, WA, January 22, 2007

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NormsNorms

• Identify your score

• Compare it to a relevant norms table– Year– Subgroup– Dimension

• Norms are stable and are not calculated on an annual basis anymore (see article)

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AnalyticsAnalytics

• Institution Explorer– User group and Discipline analysis

• Representativeness graphs• Radar chart• Library Use chart• Thermometer chart• Cumulative percentile distribution

• Longitudinal

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SPSSSPSS

• What is SPSS?– Statistical Package for the Social Sciences

• How do I know that my data are trustworthy?– Reliability and Validity Analysis

• Are there differences between different groups?– Compare mean scores for subgroups

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Quantitative Analysis: Excel DataQuantitative Analysis: Excel Data

• Excel data files available on the LibQUAL+® Web sitehttp://old.libqual.org/Manage/Results/index.cfm

• Use customized radar chart template to create custom analyseshttp://old.libqual.org/Manage/Resources/

SampleRadarChart/index.cfm

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Qualitative Analysis: User CommentsQualitative Analysis: User Comments

• About one-half of users include comments on their surveys

• User Comments available on the LibQUAL+® Web site– Download comments in Excel or text file

• Skim the comments

• Conduct ATLAS.ti analysis

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Identifying What is ActionableIdentifying What is Actionable

• Conclusions and recommendations are grounded in survey data

Identifying What is Actionable Worksheets:

Priorities, Weaknesses, Strengths

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Developing the OrganizationDeveloping the Organization

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Presenting Results to StakeholdersPresenting Results to Stakeholders

• Identify all of the stakeholders or constituents who want and need to know about the survey results

• Consider the “stake” of each of the above; what specific aspect of LibQUAL+® will be of most interest / concern

• Determine how to communicate with each identified stakeholder

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Brown University LibraryBrown University LibraryStakeholder Accountability MatrixStakeholder Accountability Matrix

http://www.arl.org/arldocs/stats/statsevents/laconf/2006/BowbyOMahony.ppt

Stakeholder "Stake"Relationship &

Communication with the Library

Indicators

ProvostEnsure PAE progress & success;

ensure effective Library management & utilization of

resources, and alignment with PAE

Inform indirectly through OIR; followed up by direct dialogue with

University LibrarianAll key indicators at broad level

University Resources Committee

Determine allocation/reallocation of financial resources

Inform directly via annual written budget request and oral presentation

Interested in indicators at more detailed level, particularly those

related to financial aspects of the Library and measures related to

specific PAE goals such as collections and space/facilities

Office of Institutional

Research

Ensure that indicators measure PAE progress

Inform directly; work collaboratively to identify, develop, and refine

appropriate measures; OIR assists in analyses & presentation of PAE

indicators

All key indicators at broad level

Corporation Committee on

Academic Affairs

Determine academic priorities & programs, with recommendations to

the full Corporation; direct the President, Provost, and others to

enact

Inform indirectly via Provost; CCAA receives regular reports from the

University administration containing assessment information on agreed-upon measures of academic quality

All key indicators at broad level

Library Advisory Council

Advise the President, annual report; chair’s influence on CCAA

Inform directly, 2-3 times per year; opportunity to build understanding

ARL size data, especially expenditures; LibQUAL+

satisfaction, especially students; space/facilities

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Assumption College Assumption College LibQUAL+LibQUAL+®® Marketing Plan: Marketing Plan:old.libqual.org/documents/admin/ThistleLibQUAL+IntroSeattle.ppt

LibQUAL Marketing Theme: Can We Hear You Now?

Dates [2/6-2/26 (3/3)] Notes Owner Done

Library Web site 1/13/06 informational page on the survey linked to from library front page Carole X

January library newsletter 1/23/06 article on the survey - who, what, where, and WHY - WIIFM Dawn X

Public relations office 1/23/06 Heidi - send her survey link for her newsletter Carole X

Academic Council 1/24/06 make the announcement at meeting Carole X

Administrator's meeting 1/24/06 make the announcement at meeting Laurie X

SGA 1/29/06 make the announcement at meeting Dawn X

Bulletin board 1/30/06   Dawn X

Communication with CE & Grad 1/30/06   Dawn X

Faculty Senate 1/30/06 make the announcement at meeting Janice X

Letter 1/30/06 faculty, admin, staff - see LibQUAL mktg. booklet (students receive email) Dawn X

Poster display 1/30/06 large and small posters - pic of Larry holding the iPOD (?) Carole X

Purchase Prizes 1/30/06 iPod, gift certificates (Nina-to get Amazon one)Dawn & Laurie x

Mobiles 2/1/06 mobiles with Larry Dawn X

Tent signs 2/1/06 library Liz X

Connection 2/3/06 survey announcement John X

Public access computers 2/3/06 wallpaper screen - posters

Laurie/ Carole/ Dawn X

Email 2/6/06 take the survey (ask Dawn to send to CE) Carole  

Postcards 2/6/06 Can we Hear You Now? - pic of iPod w/ info on back Carole X

Student postcards 2/6/06 iPod pic and message on back Carole X

Announce at BI sessions 2/6/06, ongoing librarian responsible for making announcements All x

PowerPoint at BI sessions 2/6/06, ongoing Carole will create and presentation would run in a loop Carole x

Provoc article 2/8/06 article written by staff writier Dawn X

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Communicate with your CustomersCommunicate with your Customers(faculty, students, other)(faculty, students, other)

• Particularly those whom you asked to participate in the survey

• Announce incentive award winners• Inform users of highlights of survey results• More importantly, what the library intends to do

““You asked for it…”You asked for it…”

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The Library Summit:The Library Summit:Clemson University & U. of Texas at AustinClemson University & U. of Texas at Austin

http://old.libqual.org/documents/admin/LibQUAL_Summit.pdf

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Why Hold a Library Summit?Why Hold a Library Summit?http://www.lib.utexas.edu/vprovost/assessment/libsummit/pdf/info_pkt.pdf

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Spreading Knowledge about Spreading Knowledge about LibQUAL+LibQUAL+®® throughout the Library Staffthroughout the Library Staff

• Post Report on library web• Make staff aware of LQ tutorial:

– http://old.libqual.org/Information/Tools/index.cfm

• All-staff presentation• Disseminate Comments to depts, units, groups,

branches, librarians, etc.• Work w/department leaders, managers

– Identifying Library Departments with Contribution or Impact on LibQUAL+® Questions

• Other?

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Identify 2 or 3 LibQUAL+® questions for

which you/your department has primary

responsibility

Do these “cluster” in a specific dimension?

Being User-Centered:Being User-Centered:Guiding Library Staff in Understanding & Using Guiding Library Staff in Understanding & Using LibQUAL+LibQUAL+®® Results Results

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“We know what’s best”

“They are wrong”

“We don’t have the resources to…”

““...only customers judge ...only customers judge quality; all other quality; all other judgments are judgments are essentially irrelevant.”essentially irrelevant.”

Zeithaml, Parasuraman, Berry.(1999). Delivering Quality Service. NY: The Free Press

Overcoming Resistance & Barriers:Overcoming Resistance & Barriers:Changing Attitudes & BehaviorsChanging Attitudes & Behaviors

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Using Using LibQUAL+LibQUAL+®® Effectively Effectively

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Targeting Incremental ImprovementsTargeting Incremental Improvements

• From all of the data, determine what can and should be addressed

• Prioritize some action items– Align with mission, vision and goals of parent

organization– Address users’ top priorities, by user group– Improve areas of strong user dissatisfaction– Build on strengths, if they are truly user needs

and priorities– Identify work that can be de-emphasized and

resources that can be reallocated

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S.M.A.R.T. GoalsS.M.A.R.T. Goals

• S Specific– the desired outcome or result is clearly defined

• M Measurable– accomplishment can be charted and/or observed

• A Attainable– achievable, goal is challenging but realistic

• R Relevant– results-oriented, in line with institutional goals and library vision

• T Timely– deadlines are set for accomplishment

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SMART Goals -- ExamplesSMART Goals -- Examples

• 75% of materials acquired from other libraries are received by users within 10 days of request by 12/07

• 50% of new books are on shelf within 5 days after library receipt by 10/07

• 60% courses utilizing WebCT include links to library research materials by 3/08

• Lower the unit cost of each service desk transaction by 10% from FY’08 to FY’08

Versus general goals:Improve ILL turn-around timeMake new materials accessible to users more quicklyDecrease staffing budget

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LibQUAL+LibQUAL+®® Resources Resources

• LibQUAL+® Web site:http://old.libqual.org

• Publications:http://old.libqual.org/publications

• Events and Training:http://old.libqual.org/events

• Gap Theory/Radar Graph Introduction:http://old.libqual.org/Information/Tools/libqualpresentation.cfm

• LibQUAL+® Procedures Manual:http://old.libqual.org/Publications/index.cfm

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LibQUAL+LibQUAL+®® Team Team

• MaShana DavisTechnical Communications [email protected]

• Yolanda GlassAdministrative [email protected]

• Kristina JusthCustomer Relations [email protected]

• Martha KyrillidouDirector, Statistics and Service Quality [email protected]

• Khyati NayakSenior Applications [email protected]

• Gary RoebuckTechnical Operations [email protected]

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In development ….

Customized Consulting Services:– Longitudinal data analysis, across multi years– Tailored peer comparisons, libraries you choose– Assistance w/ content analysis for Comments– Facilitation of LibQUAL+® staff retreat or summit– Guidance in preparing communication plan– Customized training in assessment skills– Launch an assessment group or team– Assistance in identifying key customer issues for future

action

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[email protected]

[email protected]