Library Statistics: what’s needed and what’s new Lynn Copeland Simon Fraser University Library Thurs. March 15, 2007 Vancouver Ass’n of Law Libraries

Library Statistics: what’s needed and what’s new

Lynn CopelandSimon Fraser University Library

Thurs. March 15, 2007Vancouver Ass’n of Law Libraries

Lynn Copeland Library Statistics VALL March 15, 2007

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How to allocate resources most effectively Demonstrate need for resources Demonstrate impact of change Tell our story

Why collect them?


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Cost vs benefit Protection of Privacy Redundancy Lack of validity

Why to NOT collect them?


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ie – What are the questions we want to answer

How are we doing? – compared to goals How are we doing? – peer comparison How are we doing? – past comparison

What to collect


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Outcomes vs inputsINPUT Level 2

OUTPUT Level BOUTPUT Level A

Funding

INPUT Level 1

Success:- high % of institutional- increased to cover inflation

Success:- increased to cover inflation and inst’l growth

Materials budget

No., level staff

INPUT Level 2OUTPUT Level C

Success:- sufficient to meet goals

Reference questions

Instruction classes/students

Success:- provide when requested- increased numbers

Success:- Questions handled in a timely manner, successfully

No. circulations

Journal usage

Materials purchased

Success:- Increased beyond inst’l growth

Success:- Sufficient to cover costs of medium priority items

Company performance:Billable hoursSuccessful cases

Institutional performance:Student gradesNo. successful gradsResearch $$

Success:- Increase contributable in part to Law Library


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Through surveys, attempt to determine difference between expected, perceived services and service levels

Gap analysis


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First, detailed service model for several different possible new services developed

Surveys are based on a number of different questions for each service

Consistently positive results show which are most important to viewers

Conjoint analysis


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Gap analysis eg (2001)


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Undergrad 2003


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Faculty 2003


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Journal needs/met 2001-03


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Type of gap analysis Desired, perceived and minimum evaluations Calculates zone of tolerance Identify services outside the zone

Libqual+


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Finances UsersInternal processes Improvement activities

Balanced Scorecard


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appropriate to the mission and working conditions informative as to problems and shortcomings demonstrating effectiveness, efficiency and outcome

of library services to the funding institutions and the public,

practical and easy-to-use provide a rounded picture

Key Performance Indicators


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Comparison and review against best Identify and implement best possible Often ‘soft’ comparisons

Benchmarking


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should mirror the full extent of library services, consider electronic as well as traditional services, help to demonstrate the importance and impact of

libraries, yield results that are easily understandable a few measures that should preferably be collected

from normal library statistics. allow for special conditions in the libraries

Benchmarking indicators


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0.00

0.20

0.40

0.60

0.80

1.00

1.20

Inst/Op $ Ref ?/Op $ Loans/op $

SFU

Waterloo

Guelph

Victoria

Library activities/op. budg. 2004-05 (SFU=1)

•


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• Library as place for learning and research – User area in m2 per capita - Study place hours per week per user– Workstation hours per capita - Opening hours per week

– Opening hours compared to demand

• Collection – Expenditure per capita - Expenditure per user– Expenditure to total expenditure– Expenditure on serials to total collection expenditure– Materials per capita - Books added per year per capita – Serial subscriptions per capita - Renewal rate– Availability of required titles - ILL items delivered to items received– Immediate media availability

• User training - Training lessons per capita

• Staff - Staff per capita

Indicator A. Resources, infrastructure: What services does the library offer?


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Market penetration - by remote E-services - User satisfaction

• Library as place for learning and research – Visits per capita - Visits per opening hour

• Collection – Collection use/turnover

– Loans in the past year / acquisitions over the past 5 years

– Loans per capita - Loans per user

– Sessions per capita - OPAC sessions per capita

– Downloads (average) per E-journal - Proportion of ILL loans to total loans • Information services

– Attendance at training lessons per capita – Information requests per capita

• Events - Attendances at events per capita

Indicator B.

Usage: How are services used/accepted?


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General - Cost per user - Cost per visit

Collection - Acquisitions budget per loan - Acquisitions expenditure to staff costs

Staff - User services staff as percentage of total

- Employee hours per opening hour - Expenditure on staff per user

Processes - speed - Acquisition speed - Media processing speed

- Employee productivity in media processing

- Document delivery time - Interlibrary loan speed

Processes - reliability - Shelving accuracy - Percentage of successful ILL requests

Indicator C. Efficiency: Are the services offered cost-effectively?


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• Electronic services: – Percentage spent on the electronic collection

– Percentage of library staff providing electronic services

• Staff development and motivation

- Hours/days of training per staff member - Expenditure per staff member

• Rate of employee availability - Employee fluctuation rate

• Budget – Percentage received by special grants or income generated

– Percentage of institutional means allocated to the library

Indicator D. Development / potentials:

Sufficient potential for future development?


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For the Board of Governors, as part of a package to explain the MacLeans numbers

A Story…


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Library Holdings Per Student

SFU Library Holdings per student are low; historically, the collection has been inadequately supported.

0

50

100

150

200

250

300

350

Western Toronto Queen’s Alberta Calgary UBC Simon Fraser Waterloo Victoria Guelph

Western

Toronto

Queen’s

Alberta

Calgary

UBC

Simon Fraser

Waterloo

Victoria

Guelph


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Library Expenses as a Percentage of Operating Budget

This is being rectified by healthy Library operating expenditures as a percentage of the University’s operating budget.

Library Expenses as %age of Operating Budget

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%

8.00%

9.00%

10.00%

Toronto Western Alberta UBC QueenÕs Calgary McMaster SimonFraser

Victoria Guelph Waterloo


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Acquisitions as a Percentage of Library Budget

The Library’s relatively high expenditures in acquisitions (print and electronic) is leading to an improvement in the historically inadequate collection

Library Acquisitions as % age of Library Budget

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

Western Toronto McMaster Queen’s Alberta Calgary UBC SimonFraser

Waterloo Victoria Guelph


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Library Activities (2003/04)

SFU Library’s other expenditures are providing greater support for students in:

• Instruction

• Reference (online, in person)

• Book loans

• Electronic journals

0.00

0.20

0.40

0.60

0.80

1.00

1.20

1.40

1.60

Library Instruction (no.students)

No. Reference questions No. Loans e-journals Hours open

Simon Fraser

Victoria

Guelph

Waterloo


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For the Board of Governors

Another Story…


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How are we doing?

MacLeans CARLHoldings per stud.

Vols added

Online serials

Data titles

Waterloo 157 31,739 7,550 653Guelph 213 18,838 5,550 256Victoria 235 32,464 6,276 53SFU 127 53,432 15,667 631


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How are we doing?

Acq as %Lib budg

Lib as %Un budg

Op Exp Op Exp/SFU

Waterloo 44.2 6.0 8844 1.09Guelph 41.5 5.4 7443 0.92Victoria 41.0 5.6 7916 0.98SFU 41.9 6.3 8087 1.00

MacLeans CARL


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How are we doing?

Instruct. # Stud.

Ref # Quest

Gate count Seats Loans

e-res downloads

Waterloo 4,508 39,214 7,509 2,074 356,175 73,209Guelph 5,337 28,828 9,978 417,676Victoria 6,051 41,653 1,523 395,424SFU 10,588 46,508 9,134 1,336 478,008 141,470


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Counter/SushiUK Serials group usage factor studyConjoint analysis

Other


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Lynn [email protected]

Questions? Thanks

Documents

Library Statistics: what’s needed and what’s new Lynn Copeland Simon Fraser University Library Thurs. March 15, 2007 Vancouver Ass’n of Law Libraries