charles r. mcclure, ph.d. ([email protected]) wonsik “jeff” shim, ph.d
DESCRIPTION
Charles R. McClure, Ph.D. ([email protected]) Wonsik “Jeff” Shim, Ph.D John Carlo Bertot, Ph.D. Information Institute/School of Information Studies Florida State University (www.ii.fsu.edu). The E-metrics Project: Update and Project Completion. ARL E-Metrics Project - PowerPoint PPT PresentationTRANSCRIPT
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Charles R. McClure, Ph.D. ([email protected])Wonsik “Jeff” Shim, Ph.DJohn Carlo Bertot, Ph.D.
Information Institute/School of Information StudiesFlorida State University (www.ii.fsu.edu)
ARL E-Metrics Project Data Collection Manual Institutional Outcomes Proposal Training and Dissemination Concluding Activities Issues and Challenges
The E-metrics Project: Update and Project Completion
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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ARL E-Metrics Project
Project Co-ChairsRush Miller, Univ. of PittsburghSherrie Schmidt, Arizona State Univ.
Project Logistics (ARL)Duane WebsterMartha Kyrillidou
Project Directors (Florida State Univ.) Charles R. McClure, Wonsik "Jeff" Shim,
and John Carlo Bertot
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Project Participants (24 ARL Libraries)
Alberta Arizona State AuburnChicago Connecticut Cornell Illinois-Chicago Manitoba MarylandU. Mass Nebraska Notre DamePennsylvania Penn State PittsburghPurdue Texas A&M S. CaliforniaVirginia Tech W. Ontario Wisconsin Yale LC NYPL
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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ARL E-Metrics Project Phase One (May-October 2000)
Knowledge Inventory Methods: Surveys, Site Visits, Document Analysis, Phase Two (November 2000-June 2001)
Developing Measures and Testing Methods: Surveys, Site Visits, Focus Group
Interviews, Document Analysis Phase Three (July 2001-December 2001)
Developing Manuals and Tools
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Need for network statistics and measures To demonstrate the use of digital collections
in order to make a case for continued collection development and support;
To enable libraries to compete for resources with other organizations and/or depts by documenting the range, extent, and impact of library-provided networked resources;
To provide a decision-making framework for library staff, managers, and administrators to determine resource allocation strategies and meet other management needs;
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Need for network statistics and measures (continued) To allow libraries to compare themselves to
others re: collection and service development, costs, provision of services, and use;
To enable libraries to measure and track internal changes to library library operations as well as uses and users of library resources and services; and
To provide a means through which to measure aspects of effectiveness, efficiency, and quality of library services and resources in the networked environment.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Findings from Phase I Libraries are collecting some data, often statistics
related to patron accessible resources and cost of electronic databases.
For use statistics, libraries depend almost solely on vendor reports.
Libraries have little information about the users of networked services.
Data most frequently used for immediate decision makings: licensing contracts, budget requests
Less frequently used to paint a bigger picture of information usage patterns.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Findings from Phase I (continued)
Librarians point to problems associated with data collection, especially vendor statistics.
Lack of consistent, comparable and detailed data, problems with interpreting and summarizing data, lack of technology and personnel support, inability to link data to peer comparison, quality of service, and outcomes.
Little organizational infrastructure to support data collection, analysis, and reporting.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Development of Statistics and Measures for Field Testing
November 2000 - June 2001 Participants had significant and on-going input into
the development of the proposed statistics and measures.
Data collection instruction manual was also developed to aid field testing.
Field testing conducted during May 2001. A separate field testing of vendor statistics
conducted during June 2001. Manual published October 2001.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Measures and Statistics for Research Library Networked Services: Procedures and Issues (Washington DC: ARL)
Complete report and manual at:
http://www.arl.org/stats/newmeas/ emetrics/index.html
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
11Statistics/Measures Described in the Manual
Patron Accessible Electronic Resources R1 Number of electronic full-text journals R2 Number of electronic reference sources R3 Number of electronic booksUse of Networked Resources and Services U1 Number of electronic reference transactions U2* Number of logins (sessions) to electronic databases U3* Number of queries (searches) in electronic databases U4* Items requested in electronic database U5 Virtual visits to library’s website and catalog (* Tested in the vendor statistics field testing)Expenditures for Networked Resources and Infrastructure C1 Cost of electronic full-text journals C2 Cost of electronic reference sources C3 Cost of electronic books C4 Library expenditures for bib. utilities, networks, and consortia C5 External expenditures for bib. utilities, networks, and consortia
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Library Digitization Activities
D1 Size of library digital collectionD2 Use of library digital collectionD3 Cost of digital collection construction and management
Performance Measures
P1 % of electronic reference transactions of total reference P2 % of virtual library visits of all library visits P3 % of electronic books to all monographs
Total of 19 Statistics and Measures Described with data collection procedures.
Statistics/Measures Described in the Manual
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Institutional Outcomes
Definition:
A clearly identified result or end product that occurs as a consequence of individual or combined activities from units at the Institution. These outcomes are a preferred or desired state and clarify specific expectations of what should be products from the institution.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Institutional Outcomes: Next Steps
Refine the existing model Integrate model into library planning
and evaluation Encourage libraries to design and
develop the outcomes assessment process at their institution
Submit research proposal on outcomes assessment and the role of academic libraries in that assessment process.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Develop Training Modules
Re-work the statistics and measures manual to be a “stand alone” product
Develop 2-3 instructional modules that support the manual to help train the trainers
- Importance of evaluation, statistics and measurement - Explanation and how to use the statistics and measures Training workshop for member libraries
to be held January 19, ALA New Orleans
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Improving Organizational Resources to Support Evaluation Efforts
Need for organizational infrastructure of staff knowledge, staff time, resources, and organization for evaluation
On-going program of evaluation and assessment -- not a one-shot
Continue working directly with vendors and ICOLC
Organizing and coordinating efforts among vendors, ARL, ICOLC, NCLIS, and others.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Issues and Challenges
Incomplete, non-comparable data from multiple sources in the networked environment make it difficult to collect and use data. But we must start now. The statistics and measures proposed in the E-Metrics project will evolve.
Library community needs to work with
database vendors, standards organizations on data definitions and reporting procedures. International collaboration should also continue.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Issues and Challenges (continued)
The degree to which libraries will be able to collect these data and report them is linked to the amount of resources they can commit.
Libraries have different operating environments, different data needs/expectations. They need to think about which statistics and measures would be best to use, strategically and politically, in their own settings.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Issues and Challenges (continued)
Conducting research for 24 ARL libraries with differing situations and objectives.
Coordinating and extending next steps for the New Measures initiative -- priorities and strategies?
Linking assessment approaches to work together and not as stand alone strategies.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Inputs Outputs
Outcomes
Service Quality
Invested Resources
Measured through library budget, personnel, otherCaptured through library statistics
Question:What resources are we putting into the services?
Invested Resources Results
Measured through library MIS, organizational charts, otherCaptured through library statistics
Question:What services do we get out of the invested resources?
Anticipated service provider impacts of servicesUser perceived impacts of library services
Question:What difference did the services make?
Anticipated service provider expectations of the quality of library servicesUser expectations (anticipated and perceived) of library servicesGaps between user and service provider expectations and perceptions
Question:How good are the services?
Putting the PiecesTogether
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Remember: Multiple Approaches are Available to Assess Networked Services
The inputs-outputs approach (as used in this project) for statistics and performance measures
- Quantitative - Qualitative LibQual Service Quality Quality Standards Educational and Institutional Outcomes And others...
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Importance of the E-metrics Project
19 new statistics and measures have been developed and field tested to describe use, users, and uses of networked resources
ARL members have a better understanding of the resources and organizational concerns needed to conduct effective evaluation efforts
We have better knowledge of the role of academic libraries in Institutional Outcomes
The project provides a springboard for additional research in measurement.
Coalition for Networked Information, San Antonio, November 30, 2001
Information Use Management and Policy Institute at Florida State University
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Comments and Questions?
Charles R. McClure Francis Eppes Professor, and Director, Information Institute Florida State University
[email protected] http://slis-two.lis.fsu.edu/~cmcclure/
http://www.arl.org/stats/newmeas/emetrics/index.html