managing with data: using acrlmetrics and plametrics webinar

Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews

Managing with Data:Using ACRLMetrics and PLAmetrics

Peter Hernon, Robert E. Dugan, and Joseph R. Matthews

2016 February 12

2/12/2016


What Are

• ACRLMetrics• PLAmetrics• Why are they important?

– Accountability– Evidence-based management and planning

• What can you do with them?– Provide a foundation for a management information system– Add new data– Make comparisons to other libraries –benchmark and best

practices

2/12/2016


Benefits from the Use of the Datasets

• Create customized reports• Use a subset of all data based upon locally-

selected measures and institutions – filters• Create graphs• Combine ACRL and IPEDS data sets when

doing a report • Export data to Excel


Other Benefits

• Set up templates so that you are pulling the same data elements from year to year

• Timely availability of data for access; expect to be available months sooner than Academic Library component through IPEDS

• Easy enough for many to use; especially if you are using available or locally-created custom templates


The Book

• Why we wrote the book• Eleven chapters

– How to use ACRLMetrics and PLAmetrics for collections, services, staffing, benchmarking, best practices, outcomes assessment and use.

– Discussion of current issues such as return on investment analysis and presenting findings.

– Each chapter has a set of exercises; an appendix provides answers to each set of questions.

• Companion website: ManagingwithDataandMetrics.org


Useful Input and Output Measures from the Datasets

• Expenditures• Collection size and type of material (e.g., e-

books)• Usage of materials, such as circulation and

interlibrary loan• Staffing levels and patterns (e.g., professional;

support) • Services (e.g., reference transactions; visitors)


Application of Measures

• Derived ratios (e.g., expenditures per capita; percentage of total expenditures on staff, collections and other operating)

• Benchmarking with peers and aspirants• Discovering best practices – which libraries are

doing what your would like to be doing?


Example from Collections’ Chapter:Report Settings (LIVE)

• Collection• Period• Report name shows up in the Reports Tab;

helps you find a report or template• Description -- use this to describe the

collection, period and filters which also shows up when reviewing a tab.

• Title


Option Tab (LIVE)

• Average• Maximum• Minimum• Median• 25th percentile• 75th percentile


Example of Collections Benchmarking: ACRLMetrics (LIVE)

• Summary holdings for print titles, volumes and e-books (based upon the book, chapter 3, question 1 on page 41)


Report from Collection Benchmark

FY2014 Peers: Library Holdings per Enrolled FT Student

Sorted on Print Titles Held

Print Titles Held

Print Volumes

Held

Electronic Books Held

Full-time students, undergraduate &

graduate

Titles Held per Enrolled FT Student

Volumes Held per Enrolled FT Student

E-books Held per Enrolled FT Student

Stephen F Austin State University 1,857,017 2,145,022 175,815 9,888 187.81 216.93 17.8Western Carolina University 1,287,977 1,237,459 625,226 8,038 160.24 153.95 77.8East Tennessee State University 847,561 943,297 234,419 11,581 73.19 81.45 20.2Average 799,130 970,566 177,378 8,827 93.36 115.69 20.1University of South Dakota 754,041 1,220,245 16,038 6,031 125.03 202.33 2.7University of West Florida 668,344 1,105,277 148,673 8,183 81.67 135.07 18.2Median 668,344 943,297 146,225 8,369 79.71 101.28 17.5Valdosta State University 558,372 605,498 37,907 8,964 62.29 67.55 4.2University of Arkansas at Little Rock 528,669 671,711 37,170 6,632 79.71 101.28 5.6Rowan University 352,565 399,534 N/A 11,753 30.00 33.99 N/AUniversity of West Georgia 337,624 407,055 143,776 8,369 40.34 48.64 17.2

Missing peers: Indiana State University and University of Massachusetts - Lowell


Example of Collections Benchmarking: PLAmetrics (LIVE)


Report from Collection Benchmark


Example of Best Practices: ACRLMetrics (LIVE)

• How do I find an academic library that is open more hours than mine with comparable FTE staffing levels? – Hours open and comparable FTE staff levels


Exporting, Formatting and Presenting Data (LIVE)

• Export from Excel, and then rearrange the exported data to meet your needs

• Visual– Tables– Bar and other charts

• Create a Metrics report, and then embed a URL for the data into a report for one or more stakeholder audiences


Additional Supporting Resources• Counting Opinions

– [email protected]

• The book’s portal: ManagingwithDataandMetrics.org

• Email one of the authorsRobert.Dugan AT gmail.comJoe AT JoeMatthews.Org

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