project web site: old.libqual.org libqual+™ process management: using the web as a management tool...

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Project web site: old.libqual.org LibQUAL+™ Process Management: LibQUAL+™ Process Management: Using the Web as a Management Tool Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January 10, 2004 Amy Hoseth New Measures Project Assistant Association of Research Libraries Consuella Askew LibQUAL+™ Program Specialist Association of Research Libraries

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Page 1: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Project web site: old.libqual.org

LibQUAL+™ Process Management:LibQUAL+™ Process Management:Using the Web as a Management ToolUsing the Web as a Management Tool

ALA Midwinter ConferenceSan Diego, California

January 10, 2004

Amy HosethNew Measures Project Assistant

Association of Research Libraries

Consuella AskewLibQUAL+™ Program SpecialistAssociation of Research Libraries

Page 2: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

ObjectivesObjectives

• Identify key elements that contribute to a successful survey implementation

• Learn how the LibQUAL+™ Web site can help you manage your survey

Page 3: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

What is LibQUAL+™?What is LibQUAL+™?

LibQUAL+™ is a suite of services that libraries use to solicit, track, understand, and act upon users’ opinions of service quality. The program’s centerpiece is a rigorously tested Web-based survey bundled with local training that helps libraries assess and improve library services.

Page 4: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Step 1: DefineStep 1: DefineConsider participation in LibQUAL+™

• When deciding whether to participate, consider project requirements: people, supplies, technology

• Also consider your institutional goals: what do you want to get out of the survey?

Page 5: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Registration and CostsRegistration and Costs

• 2004 participation fee: $2,250 per survey implementation (we expect same fee for 2005

• Other potential costs include:– On-campus marketing and promotion

– Travel costs

– “Cost” of staff time on project

• Registration runs from September-December

Page 6: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

TechnologyTechnology

• Work with IT department to select e-mail addresses and compile mailing lists

• Consider your hardware, software, and network connections

• Prepare for any local network issues that could affect your survey

Page 7: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Sample GroupsSample Groups

• Identify your sample groups (undergraduate, graduate, faculty, staff)

• Determine your sample size– Sampling guidelines provided in Procedures

Manual: http://old.libqual.org/Information/Manual/index.cfm

– Minimum recommended sample size for a large institution: 900 undergraduates, 600 graduates, 600 faculty, 600 non-library university staff (optional), and all library staff (optional)

Page 8: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Survey LiaisonsSurvey Liaisons

• Prepare for survey administration

• Communicate with LibQUAL+™ team

• Respond to user feedback

• Work with local IT/academic computing contacts and ARL to resolve any local technical issues

Page 9: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Survey CommunicationsSurvey Communications

How will you promote your survey and communicate results?

• Advertising/marketing

• Survey Web sites

• Flyers and other handouts

Page 10: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Success CriteriaSuccess Criteria

• Dependent on your local situation

• General criteria:– Data analysis yields representative and

useable results

• Response rates, completion rates, and representativeness

Page 11: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Process TimelineProcess Timeline

June-August September November/DecemberOctober

•Register for survey (registration runs through mid-December)

•Designate survey liaison/committee/project team

•Identify and initiate stepsto obtain human subjectsresearch approval from IRB

•Identify sample groups

•Identify best data source toobtain valid e-mail addressesfor sample groups

•Meet with person(s) who will be drawing e-mail addresses to determine process feasibility

•Gather information about LibQUAL+TM survey

•Review resources, budgetary requirements

Page 12: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Step 2: PrepareStep 2: PrepareComplete required steps to launch your survey

• LibQUAL+™ survey Management Center as a management tool

• Several required steps before your survey can go “live”

• Determine whether you need IRB approval

Page 13: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Survey Management CenterSurvey Management Center

Page 14: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Manage Your SurveyManage Your Survey

Page 15: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Survey PreferencesSurvey Preferences

Participants are asked to indicate/provide:

• Support e-mail address

• Language

• Institution logo

• Whether they want SPSS data files

• Whether offering local incentive prizes

• Dates of survey

Page 16: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Survey CustomizationSurvey Customization

• Choose five additional questions (if desired)

• Provide library branch information

• Define disciplines for your institution

Page 17: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

PreviewPreview

Preview your survey, exactly as it will appear to users

• Data entered in preview survey is not recorded

• Clicking on “Approve” turns on your actual survey URL

Page 18: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

RepresentativenessRepresentativeness

Tell us about your institution:

• User types (undergrad, graduate, faculty)

• Number of users in each discipline

• ARL statistical info. (number of volumes held, etc.)

• Information will be used to determine representativeness of your sample

Page 19: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Step 3: ImplementStep 3: Implement Launch the survey on your campus

• Send survey invitation and URL

• Typical survey run is 3 weeks

• Send 2-3 follow-up reminders to users

• Respond to user feedback

Page 20: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Monitor the SurveyMonitor the Survey

Track your survey’s progress in real-time

• Number of surveys completed, day-by-day

• Surveys completed by user group

• Average completion time

• Turn off survey when finished

Page 21: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Step 4: Wrap-upStep 4: Wrap-upClose down your survey and receive results

• Survey closes to public in early May

• Contact local incentive winners (if you offered a local prize)

• Provide feedback to the LibQUAL+™ team about your survey

• Receive survey results data

Page 22: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Local IncentivesLocal Incentives

• Provides list of randomly selected users for local incentive prizes

• Available as soon as you turn off your survey run, or when survey closes to the public (whichever is first)

Page 23: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Post Hoc QuestionnairePost Hoc Questionnaire

Provide the ARL team with information about your survey run

• Sample size

• Number of e-mails sent

• Incentives offered

• Marketing/promotion methods

Page 24: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

Evaluation SurveyEvaluation Survey

Your opportunity to provide feedback to the LibQUAL+™ team and evaluate your institution’s survey experience

Page 25: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

LibQUAL+™ ResourcesLibQUAL+™ Resources

Project Web Site <http://www.libqual.org>

LibQUAL+™ Procedures Manual<http://www.libqual.org/Information/Manual/

index.cfm>

Page 26: Project web site: old.libqual.org LibQUAL+™ Process Management: Using the Web as a Management Tool ALA Midwinter Conference San Diego, California January

LibQUAL+™ Contact InformationLibQUAL+™ Contact Information

• Martha Kyrillidou– Senior Program for Office of Statistics and Measurement

[email protected]

• Consuella Askew– LibQUAL+™ Program Specialist

[email protected]

• Amy Hoseth– New Measures Project Assistant

[email protected]

• Jonathan D. Sousa– Technical Applications Development Manager

[email protected]