Color by Numbers: Using Data to Paint a Better Library Picture Michael Mitchell – Bethel University Greg Argo – Concordia University, St. Paul 6/5/15 Student body Usage by format Reference desk transactions in August 2014 [Data scientists are] a hybrid of data hacker, analyst, communicator, and trusted advisor. Davenport & Patil, 2012, p. 73 Greg Argo Associate Library Director/Systems Librarian Education • BA in Psychology – Augustana College, Sioux Falls, SD • MIS - University of Texas School of Information, Austin, TX • MBA - Concordia University, St. Paul, MN Peak Technical Abilities • Spreadsheets • HTML • Microsoft Paint Concordia University, St. Paul • Standard FTE: ≈ 3,000 • Total Undergraduate FTE: 1,691 • Traditional: 1,170 • Degree Completion: 521 • Total Graduate FTE: 1,278 • Master’s: 1,201 • Post-Master’s: 77 Michael Mitchell Reference & Instruction Librarian Education • MLIS – St. Catherine University • BA (English) – University of Minnesota – Twin Cities Peak Technical Abilities • Spreadsheets and pivot tables • Querying data • Remembering where I saved things Image from Flickr user nolnet Bethel University • FTE: ~ 4,300 students Undergraduate: Traditional Undergrad (2,577) Degree completion (293) Graduate: Graduate School (909) Seminary (536) Traditional Deg. Comp Grad Seminary (MN) Seminary (CA) Companies should repeatedly ask, “What’s the least complex model that would improve your performance?” Barton & Court, 2012, p. 82 Systems used for data reporting File Origin Data gathering Data presentation Systems: Google Drive + Sites Data scientists help decision makers shift from ad hoc analysis to an ongoing conversation with data. Davenport & Patil, 2012, p. 73 A culture of assessment exists in organizations where staff care to know what results they produce and how those results relate to customers’ expectations. (Lakos & Phipps, 2004, p. 352) 5 factors assoc. w/ a “culture of assessment” 1. 2. 3. 4. Clear expectations for assessment in the library The library has an assessment plan Leadership uses data systematically in decision-making Shared understanding of the purpose of assessment in the library 5. Staff adequately supported in their assessment work (Farkas, Hinchliffe, & Houk, 2015, p. 162) Establishing a “culture of assessment” • Focus externally - improve things for users • Gain commitment from leadership • Create routines • Engage everyone on staff (Lakos & Phipps, 2004) Start with an analytics task force. Barton & Court, 2012, p. 82 Creating buy-in and gathering data • Start with one or two collections of library data • Share with others on staff – generate interest • Demonstrate value of easy/widespread access • Transparency builds collaboration Provide a clear blueprint for realizing business goals. Barton & Court, 2012, p. 82 Set goals & benchmarks Examples • No resource should have a cost per download more than $5 • Institution-wide cost per download under $1 • 50% checkout of firm book orders after 2 years • Download per student greater than 75 per year Photo: Jerry Wachter/NBAE via Getty Images Set action scripts Examples • $5 cost per download triggers Probation • More than 2 years above $10 per download = cancellation Probation • Increase outreach effort • Inventory of assignments/syllabi • Citation analysis of student papers • Is it discoverable? • Investigate alternatives • Set up trials • Consolidate for better stewardship of funds Embed analytics into simple tools for the front lines. Barton & Court, 2012, p. 82 Visualization for Presentation Visualization can draw attention to data anomalies. Later discovered books on these platforms were linked in Moodle courses. Visualization for Presentation • Racial diversity has fostered more comfort with racial differences • At the same time, religious affiliation has become an even more sensitive issue Visual differentiation Same Data More Communication [Libraries] need to understand the perceptions and desires of faculty and administrators… this means investigating the mindset of colleagues and institutional leaders, knowing what metrics will resonate with them, and taking proactive, rather than defensive approaches to communicating library value. Oakleaf, 2010, p. 27 Traditionally, librarians may have taken a passive role on campus…this passive role leads to institutional administrators viewing libraries as “underutilized, expensive storehouses” and faculty seeing librarians as “keepers of the books” rather than instructional and research partners. Oakleaf, 2010, p. 28 Stories with Data ● Weave data into a narrative about your library ○ How is a service used? ○ By whom? ○ What does the data imply? Stories with Data INTERLIBRARY LOAN DEPARTMENT: Too many textbook requests!!! Do we have data to confirm? It’s right here in our shared Google Drive – let’s take a look. Image credits: Flickr user CWGL (left) and Timuiuc (right) Stories with data Monthly borrowing totals (above) and most requested book titles (left). Telling a story with data Findings: • 5 years of ILL data confirmed spikes in Sept. and Feb. for books sought from other libraries and ILL cancellations. • Reference answered most ?s re: finding textbooks in same months. Next Steps: • Reference will advise students requesting help with textbooks. • Liaisons will also contact departments [X] and [Y], since their textbooks were among the most commonly-requested items. Stories with Data: Why did usage go up? Cancellation Reports Data-driven budget requests Eric University Dean Very good! I appreciate the time you took to put together and Greetings, Eric!data. analyze the Usage for CINAHL & SportDISCUS are both rising! Zach Admin Asst. I will increase your budget by the amount you recommended. Charlotte Library Director Jennifer Hey, I didn’t InterLibrary Loan even get a Lots of to requests chance tell We have seen a Requests filled We’re running for the new him about my Average cost of Weekly 58% increase in by Elsevier into theILL“Rule cost analysis… filling with assignments ILLradiology requests! titles have of 5” program! CCCdue articles is are before increased! frequently! $45! can ILL requests be filled! Greg ER Librarian Minimum coverage for accreditation would be products x, y, & z Karen Subject Liaison Lessons from our experiences Data Elbow Grease • Staff buy-in • Transparency • Persuasive/Effective Stories Creativity What obstacles to a culture of assessment do you see at your libraries? What work have you done to make your library more datadriven? References Barton, D., & Court, D. (2012). Making advanced analytics work for you. Harvard Business Review, 90(10), 78-83. Farkas, M. G., Hinchliffe, L. J., & Houk, A. H. (2015). Bridges and barriers: Factors influencing a culture of assessment in academic libraries. College & Research Libraries, 76(2), 150-169. Davenport, T. H., & Patil, D. J. (2012). Data scientist: The sexiest job of the 21st century. Harvard business review, 90(10), 70-76. Lakos, A. & Phipps, S. (2004). Creating a culture of assessment: A catalyst for organizational change. portal: Libraries and the Academy, 4(3) 346-361. Oakleaf, M. J. (2010). The value of academic libraries: A comprehensive research review and report. Chicago, IL: Association of College and Research Libraries, American Library Association.