Difference between revisions of "Studies:University of Toronto Libraries"

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| type=academic
 
| type=academic
 
| type2=Academic Library
 
| type2=Academic Library
| title=The Value of the LibPAS Assessment Solution
+
| library=Toronto University Libraries
| library=University of Toronto Libraries
+
 
| contact=Lari Langford, Head, Access & Information, Robarts Library, University of Toronto
 
| contact=Lari Langford, Head, Access & Information, Robarts Library, University of Toronto
 
| study=  
 
| study=  
'''Question:'''
+
With forty-four libraries on three campuses plus various departmental libraries, the University of Toronto Library system – the largest in Canada and the third largest in North America – poses complicated challenges for data collecting and management. According to Lari Langford, Head, Access Services, Robarts Library, the library wanted to have data collected in one place to assess changes over time and improve the way it was measuring the impact of its services.  
: Why was the UofT Libraries searching for a better means to manage the collection, processing and reporting of its ; assessment data?
+
; Langford:
+
:“We had been using Excel and given our size, the Excel solution was simply too unwieldy and time consuming. Plus, we have multiple departmental and college libraries where we simply were not able to easily obtain sufficient information for evaluation purposes.”
+
; Question:
+
: Why LibPAS?
+
; Langford:
+
: “It appeared to be comprehensive and, it was reasonably priced. After a couple of demonstrations, we thought it would satisfy our needs.”
+
; Question:
+
: What about Getting Started with LibPAS?
+
; Langford:
+
: “LibPAS set-up was not easy. Not because of LibPAS, but rather because we are a large institution and it required considerable time to think about what data we were collecting, from where and by whom, and for what purpose? Were the definitions and instructions clear and easy to interpret by data inputters, etc.?
+
: In fact, because of staffing constraints and time lines, we retained Counting Opinions and their Consulting Service to assist us with our LibPAS set-up.”
+
; Question:
+
: When looking back and evaluating your decision, what is the LibPAS value proposition for UofT Libraries?
+
; Langford:
+
: “In terms of ongoing direct savings, we estimate that to date LibPAS saves us the equivalent of 1/4 FTE annually. The payback on our first year LibPAS subscription and CO consulting services set-up investment was around 12 months. Subsequently, again based on just our current use of LibPAS, this translates into an ROI of over 200% per year.
+
  
: Plus, there are indirect ROI benefits that are more difficult to assign specific $ values against. These include:
+
“It’s important for the library to demonstrate our value to the institution,” Langford said. “We need to measure services and library activities and be able to document and archive our data. To better manage what we were doing we needed a robust assessment management tool.”
:# the ability to more efficiently manage the collection of consistent data having a higher degree of integrity.
+
 
:# the value of being able to respond to ad hoc questions, typically in minutes as opposed to hours/days.
+
====The University of Toronto Challenge: Difficulty Sharing Data Among Reporting Libraries====
:# not having to budget for IT staff to develop and maintain an in-house legacy system.
+
The University of Toronto libraries collect data to respond to various surveys including the CARL and ACRL surveys and the Ontario Council of University Libraries’ survey to analyze space utilization in academic institutions. Data was also collected for assessing internal risk management.
:# benefitting from a LibPAS service that is under continuous “organic” development/improvement.
+
 
:# excellent, timely, customer support.
+
The library was organizing data input through a legacy web-based system and downloading to Excel each year. The ability to compare year-to-year data was limited to reviewing static PDF documents. There was no way to interact with an archive of the data.
|prepared=Counting Opinions
+
 
 +
According to Langford, the data being collected was tied to reporting to other organizations. The library wasn’t seeing important non-survey data that various units were collecting such as bibliographic instruction statistics or feedback from focus groups. In addition, the library wasn’t collecting data that would be useful for assessment, including complaint forms and suggestions.
 +
 
 +
The goal for a new assessment management tool was to allow the library to gather evaluations and demographics related to library service and store that information where it could be accessed for reporting, analysis and planning.
 +
 
 +
====The LibPAS Solution: Improve on Process, Quickly====
 +
The library identified LibPAS as a solution for managing, storing and accessing data but with over 1,000 data elements to capture they did not want to take on the project on their own. They turned to Counting Opinions’ consulting services to help them build on and improve on what they were already doing. Although most libraries can manage their LibPAS implementation, in situations where the data collection is very complex and staff don’t have the time or expertise, Counting Opinions’ consulting services are a viable alternative.
 +
 
 +
One stipulation that made their project more complex was that they wanted to give staff access for data input, but not access to everyone else’s data. And they wanted people to have view-only privileges, not the ability to run reports. “LibPAS gives us the flexibility to manage reporting the way that works for us,” said Langford. “We have 52 unique locations/departments contributing data to LibPAS. We prefer to retain report access at the central library. Once we complete the annual reports we post them to the web so staff at all University of Toronto libraries can see them.
 +
 
 +
With the help of Counting Opinions’ consulting services the library was able to implement LibPAS very quickly and immediately began to realize the benefits of using LibPAS for data collection and management.
 +
* '''Just in time answers to questions.''' Langford said with LibPAS they can respond to questions they couldn’t answer easily before. For example, to respond to a request for data on interlibrary loan she can compile a report instantly and put it on the web where it is accessible in a matter of minutes. This kind of report would have taken several hours under their old system. “We have a new chief librarian, so it is extremely helpful to be able to pull data quickly to respond to his requests.”
 +
* '''Ability to analyze data, not just report it.''' Before LibPAS it was difficult to compare data over time because the data wasn’t stored in one place. It wasn’t possible to use co-relationships to analyze and find significance in the data.
 +
* '''Easily track data entry points.''' Langford said with their previous system it was difficult to track gaps in data contribution. Now they can quickly run a report to see which libraries come up with blanks, making follow up much easier. “For managing data gathering for large systems, LibPAS is definitely the answer. In fact, it’s brilliant!”
 +
* '''Ability to compare data from multiple sources.''' With LibPAS, everyone measures the same things in the same way. This enables the library to make valid comparisons in terms of staffing, service planning, etc. Circulation data is imported into LibPAS from their integrated library system on a monthly basis to keep data in one central location. This data is pushed out to the libraries through LibPAS.
 +
* '''Excellent service and support.''' “Counting Opinions handled everything from the work of rebuilding our system in LibPAS to offering training webinars. They provided all the information I needed to set up accounts and they responded instantly to questions we had,” Langford said.
 +
* '''Ease of reporting.''' Langford says she looks forward to smooth sailing with LibPAS now that staff are comfortable submitting data. “We can go into next year without any fuss. Our reports are set up so all we need to do now is change the dates. Building reports for the first time took some work, but going forward producing reports will be fast and easy.”
 +
 
 +
====Looking Ahead====
 +
Langford said that the library’s initial goal was to take what they were already doing and make it more efficient. Having accomplished that goal, she said they see a lot of potential for using LibPAS that they haven’t tapped yet. Having gotten through the initial learning curve they are now looking forward to increasing the ways in which they are using the tool.
 +
 
 +
In addition, the library is looking toward implementing InformsUs, a forms tool that will enhance the management of custom feedback (both qualitative and quantitative). The library also plans to implement the LibSat module, a continuous customer survey instrument, that permits the capture and management of feedback from library customers. LibSat enables the library team to identify opportunities to improve the customer experience, and then assess the impact of subsequent operational changes.
 +
 
 +
====About the University of Toronto====
 +
The University of Toronto Library system is the largest academic library in Canada, and is ranked in the top five amongst research libraries in North America. The system consists of over 40 libraries located on three university campuses: St. George, Mississauga, and Scarborough. This array of college libraries, special collections, and specialized libraries and information centres, covers subject areas from architecture to zoology. In addition to more than 16 million holdings, the library system offers access to one of the largest collections of online library materials in North America.
 
}}
 
}}

Revision as of 09:04, 21 March 2014

Academic Library Case Study

Evidence-Based Management

Toronto University Libraries

Lari Langford, Head, Access & Information, Robarts Library, University of Toronto

With forty-four libraries on three campuses plus various departmental libraries, the University of Toronto Library system – the largest in Canada and the third largest in North America – poses complicated challenges for data collecting and management. According to Lari Langford, Head, Access Services, Robarts Library, the library wanted to have data collected in one place to assess changes over time and improve the way it was measuring the impact of its services.

“It’s important for the library to demonstrate our value to the institution,” Langford said. “We need to measure services and library activities and be able to document and archive our data. To better manage what we were doing we needed a robust assessment management tool.”

The University of Toronto Challenge: Difficulty Sharing Data Among Reporting Libraries

The University of Toronto libraries collect data to respond to various surveys including the CARL and ACRLAssociation of College and Research Libraries surveys and the Ontario Council of University Libraries’ survey to analyze space utilization in academic institutions. Data was also collected for assessing internal risk management.

The library was organizing data input through a legacy web-based system and downloading to Excel each year. The ability to compare year-to-year data was limited to reviewing static PDF documents. There was no way to interact with an archive of the data.

According to Langford, the data being collected was tied to reporting to other organizations. The library wasn’t seeing important non-survey data that various units were collecting such as bibliographic instruction statistics or feedback from focus groups. In addition, the library wasn’t collecting data that would be useful for assessment, including complaint forms and suggestions.

The goal for a new assessment management tool was to allow the library to gather evaluations and demographics related to library service and store that information where it could be accessed for reporting, analysis and planning.

The LibPASLibrary Performance Assessment Service Solution: Improve on Process, Quickly

The library identified LibPASLibrary Performance Assessment Service as a solution for managing, storing and accessing data but with over 1,000 data elements to capture they did not want to take on the project on their own. They turned to Counting Opinions’ consulting services to help them build on and improve on what they were already doing. Although most libraries can manage their LibPASLibrary Performance Assessment Service implementation, in situations where the data collection is very complex and staff don’t have the time or expertise, Counting Opinions’ consulting services are a viable alternative.

One stipulation that made their project more complex was that they wanted to give staff access for data input, but not access to everyone else’s data. And they wanted people to have view-only privileges, not the ability to run reports. “LibPASLibrary Performance Assessment Service gives us the flexibility to manage reporting the way that works for us,” said Langford. “We have 52 unique locations/departments contributing data to LibPASLibrary Performance Assessment Service. We prefer to retain report access at the central library. Once we complete the annual reports we post them to the web so staff at all University of Toronto libraries can see them.”

With the help of Counting Opinions’ consulting services the library was able to implement LibPASLibrary Performance Assessment Service very quickly and immediately began to realize the benefits of using LibPASLibrary Performance Assessment Service for data collection and management.

  • Just in time answers to questions. Langford said with LibPASLibrary Performance Assessment Service they can respond to questions they couldn’t answer easily before. For example, to respond to a request for data on interlibrary loan she can compile a report instantly and put it on the web where it is accessible in a matter of minutes. This kind of report would have taken several hours under their old system. “We have a new chief librarian, so it is extremely helpful to be able to pull data quickly to respond to his requests.”
  • Ability to analyze data, not just report it. Before LibPASLibrary Performance Assessment Service it was difficult to compare data over time because the data wasn’t stored in one place. It wasn’t possible to use co-relationships to analyze and find significance in the data.
  • Easily track data entry points. Langford said with their previous system it was difficult to track gaps in data contribution. Now they can quickly run a report to see which libraries come up with blanks, making follow up much easier. “For managing data gathering for large systems, LibPASLibrary Performance Assessment Service is definitely the answer. In fact, it’s brilliant!”
  • Ability to compare data from multiple sources. With LibPASLibrary Performance Assessment Service, everyone measures the same things in the same way. This enables the library to make valid comparisons in terms of staffing, service planning, etc. Circulation data is imported into LibPASLibrary Performance Assessment Service from their integrated library system on a monthly basis to keep data in one central location. This data is pushed out to the libraries through LibPASLibrary Performance Assessment Service.
  • Excellent service and support. “Counting Opinions handled everything from the work of rebuilding our system in LibPASLibrary Performance Assessment Service to offering training webinars. They provided all the information I needed to set up accounts and they responded instantly to questions we had,” Langford said.
  • Ease of reporting. Langford says she looks forward to smooth sailing with LibPASLibrary Performance Assessment Service now that staff are comfortable submitting data. “We can go into next year without any fuss. Our reports are set up so all we need to do now is change the dates. Building reports for the first time took some work, but going forward producing reports will be fast and easy.”

Looking Ahead

Langford said that the library’s initial goal was to take what they were already doing and make it more efficient. Having accomplished that goal, she said they see a lot of potential for using LibPASLibrary Performance Assessment Service that they haven’t tapped yet. Having gotten through the initial learning curve they are now looking forward to increasing the ways in which they are using the tool.

In addition, the library is looking toward implementing InformsUsForm, Survey and App Builder Service, also Web Form Builder+, a forms tool that will enhance the management of custom feedback (both qualitative and quantitative). The library also plans to implement the LibSatLibrary Customer Satisfaction Management Service module, a continuous customer survey instrument, that permits the capture and management of feedback from library customers. LibSatLibrary Customer Satisfaction Management Service enables the library team to identify opportunities to improve the customer experience, and then assess the impact of subsequent operational changes.

About the University of Toronto

The University of Toronto Library system is the largest academic library in Canada, and is ranked in the top five amongst research libraries in North America. The system consists of over 40 libraries located on three university campuses: St. George, Mississauga, and Scarborough. This array of college libraries, special collections, and specialized libraries and information centres, covers subject areas from architecture to zoology. In addition to more than 16 million holdings, the library system offers access to one of the largest collections of online library materials in North America.

About Counting Opinions

Facing constant competitive challenges, libraries and library organizations need better tools to understand and manage customer needs and to compete more effectively for scarce resources. In business since 2004, Counting Opinions provides libraries and library organizations with a cost-effective, evidence-based management solutions’ platform for the comprehensive management of their performance and customer satisfaction data. Solutions for custom surveys, open-ended customer feedback, trends, benchmarking, outcomes and peer comparisons are also available.


Note: Interview conducted and case study prepared by JAM Marketing LLC.


Please cite this article as: Toronto University Libraries; Lari Langford, Head, Access & Information, Robarts Library, University of Toronto