arl library investment index: why is it important?
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ARL Library Investment Index: why is it important?. Presented by Brinley Franklin Martha Kyrillidou Colleen Cook Bruce Thompson. Chania, Crete, Greece May, 2009. The real husky!. New Ways of Measuring Collections Task Force. Summary of activities - PowerPoint PPT PresentationTRANSCRIPT
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ARL Library Investment Index: why is it important?
Chania, Crete, GreeceMay, 2009
Presented by Brinley Franklin
Martha KyrillidouColleen Cook
Bruce Thompson
www.arl.org
The real husky!
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New Ways of Measuring Collections Task Force
• Summary of activitieshttp://www.arl.org/stats/aboutstats/tfnewways.shtml
• Composition (convened Dec. 2004)– Statistics– Research Collections– Membership
• Process (Spring-Summer 2005)– Interviews of 100 ARL members
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Most Important Issues
• Data is not expressing uniqueness of materials• Relevance to teaching, learning, research not
adequately reflected • Collections go beyond printed volumes• Research library is more than collections –
include its services; ARL is not telling the story• Increase in expenditures for Electronic
Resources• Ownership to Access• Consortial relationships/cooperative collection
development
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Most Important Issues (cont)
• Shared storage facilities
• Duplicate serials based on bundling
• Special collections not reflected
• ARL Membership Committee wasn’t basing membership on Membership Index
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Purpose of Measuring
• Historical significance of long dataset to show trends
• Accounting for university’s investment• Comparison; benchmarking
But,
ARL Membership Index had become “misunderstood, misleading, and unhelpful”
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October 2005 Task Force Recommendations to ARL Board
• Exploratory factor analysis
• Profile of contemporary research library
• New meaningful measures development
• Publication of the membership index
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Consultant Reports
• Engaged Spring 2006• Quantitative (Bruce Thompson)
– Confirm membership index– Established new expenditures-focused index– http://www.arl.org/stats/index/index.shtml
• Qualitative (Yvonna Lincoln)– Profilewww.arl.org/resources/pubs/mmproceedings/149mmproceedings.shtml
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Action Agenda
• Reserve current membership index for membership issues
• Implement Library Investment Index (previously named expenditures-focused index); report these index scores to Chronicle of Higher Education
• Begin to develop service-based index• Revise definitions of collections-related data categories,
especially serial counts• Collect qualitative data for individual member profiles
that demonstrate the library’s value to its parent institution and to the broader research community
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The story of two indices
Historical Criteria Index or Membership Criteria Index
Library Investment Index (previously named Expenditures-focused Index)
•Volumes Held•Volumes added gross•Current Serials•Total Expenditures•Professional plus support staff
Total Expenditures•Salary Expenditures•Materials Expenditures•Professional plus support staff
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Correlations
1 -.955** .903** -.911**
.000 .000 .000
113 113 113 113
-.955** 1 -.785** .943**
.000 .000 .000
113 113 113 113
.903** -.785** 1 -.817**
.000 .000 .000
113 113 113 113
-.911** .943** -.817** 1
.000 .000 .000
113 113 113 113
Pearson Correlation
Sig. (2-tailed)
N
Pearson Correlation
Sig. (2-tailed)
N
Pearson Correlation
Sig. (2-tailed)
N
Pearson Correlation
Sig. (2-tailed)
N
index03
rindx03 Rank of index03
expind03
re03 Rank of expind03
index03rindx03 Rank
of index03 expind03re03 Rankof expind03
Correlation is significant at the 0.01 level (2-tailed).**.
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Are they really different?
Linear Regression
0 25 50 75 100
Rank of index05
0
25
50
75
100
Ran
k o
f ex
pin
d05
Rank of expind05 = 2.56 + 0.94 * rindx05R-Square = 0.88
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ARL Historical Criteria Index (previously named ARL Membership Criteria Index)
Variance Explained from Principal Component Analysis
EigenValue % of Variance
2002-03 4.53 90.50
2003-04 4.46 89.23
2004-05 4.40 87.94
2005-06 4.39 87.94
2006-07 4.08 81.7
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Library Investment Index
• Principal Component Analysis– Variance Explained = 92.6%
Variables:
Total Expenditures
Salary Expenditures
Materials Expenditures
Professional plus Support Staff
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Challenge
• ..measuring the size of library collections cannot be what it used to be …
Martha Kyrillidou, “Reshaping ARL Statistics to capture the new environment” Feb 2008, http://www.arl.org/bm~doc/arl-br-256-stats.pdf
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Profile elements as identified by Task Force• services to the library and scholarly community• distinctive research-oriented collections and resources of
national significance in a variety of media• the nature of use made of the collections and services by
faculty, students, and visiting scholars• the preservation of research resources• the leadership and external contributions of the staff to
the profession• the effective and innovative use of technology• consortial memberships (including cooperative collection
development and preservation efforts)• important locally created digital collections• library collaborations with faculty.
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Celebrating Research
• Brief descriptions are offered of the special collections at each library
http://www.celebratingresearch.org/libraries/index.shtml
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More info …
• www.arl.org/stats/