37
Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter Whiting, Serials Librarian David L. Rice Library University of Southern Indiana

Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Embed Size (px)

Citation preview

Page 1: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Testing the Waters: Library Assessment

from Strategic Plan to First Report

Marna Hostetler, Library Director

Phil Orr, Distance Learning Librarian

Peter Whiting, Serials Librarian

David L. Rice LibraryUniversity of Southern Indiana

Page 2: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Background The University of Southern Indiana (USI) is a public institution

located in Evansville, Indiana. Enrollment hovers around 10,000 As of Fall 2013, USI employs nearly 700 faculty The David L. Rice Library employs:

- 16 staff members- 10 librarians- 24-26 part-time student employees- 8-10 temporary employees

The building opened in 2006 Total library budget just over $2.5M

Page 3: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

History & Overview

Page 4: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

History & OverviewFall 2009

USI’s new President, Linda Bennett, engaged the USI campus in developing university wide strategic plan.

At the same time USI’s Rice Library began the process of working on its own strategic plan.

Page 5: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

History & Overview Key questions asked ofRice Library staff:

What are our goals for the next 3 to 5 years for the library?

What is the library’s primary purpose or mission?

Page 6: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

History & Overview Rice Library strategic plan

subcommittees: Collections Evaluation & Assessment Services Staffing Technology

Page 7: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

History & Overview

May 2010: The library strategic plan subcommittees progress shared at the Rice Library staff day

November 2010 – The final library strategic plan submitted to the USI administration

Page 8: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Setting Limits

Page 9: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Setting LimitsRice library’s mission statement

The David L. Rice Library supports the mission of the University of Southern Indiana by assisting the instruction and research efforts of the university's students and faculty through the provision of appropriate collections and services.The Library provides course-integrated instruction and individual consultation to assist users in identifying, locating, and interpreting information in a variety of formats. The provision of instruction is intended to assist users in becoming more critically aware, self-confident information consumers and researchers.

The selection, cataloging, management and evaluation of information resources is undertaken to support present and future

programs of the university. Ongoing review and evaluation of Library resources and services are carried out in collaboration with the university community to determine the nature of information resources and services needed.The Library uses appropriate technology to make services and resources available to members of the USI community on campus and in remote locations, in support of distributed education as well as on-campus courses. The Library makes use of the campus Web site to provide information, to further communication, and to facilitate access to online resources.

The Library shares information resources with local, state, national, and international communities, and librarians attempt to anticipate and respond to new trends in scholarship, instruction and the communication and delivery of information as these affect libraries.

Page 10: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Setting Limits: Library Resources

Do not create more work for the library staff.

Financial resources

Page 11: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Forming a Team

Page 12: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Forming a Team

First Assessment Committee appointed in April 2012

Membership was broad, including

representatives from nearly every major library unit.

Page 13: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Forming a Team

The objective of the David L. Rice Library Assessment Committee is to

guide and report on the use of assessment as a means of

supporting the library’s mission.

Page 14: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Forming a TeamTo achieve this objective the committee will seek to fulfill the following charges:

Encourage and promote a culture of assessment.

Gather planned assessment activities and integrate into a single document.

Serve as a resource for those conducting assessment activities.

Record the results of assessment activities.

Contribute to university-wide assessment efforts.

Page 15: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Seeking Input

Page 16: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Seeking Input Assessment & data collection activities “The Library should perform an assessment audit

to determine what goals presently exist and what assessment is currently being done. The library may already be doing a lot of assessment of services and learning but simply not reporting it.”

-- Shelley Arvin, Reference/Instruction Librarian at Indiana State University http://libguides.indstate.edu/libassess

Page 17: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Seeking Input: Statistical Reports and Data Collection

Statistical reports Cataloging Circulation Database Inter-library loan usage Patron counts

Google analytics Accreditation reports

Page 18: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Seeking Input:Formal Assessment

Public service desk surveys Social media effectiveness Student assessment of instruction Faculty assessment of instruction

Page 19: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Seeking Input:Informal Assessment

Web site revision Lost and missing resources affecting collection

development Serials and electronic resource reviews

Page 20: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Taking Advantage

of Existing

Resources

Page 21: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Gathering IdeasCampus input

USI Faculty Senate – find out about Faculty Senate Assessment Committee

Seek out faculty who are experts on assessment

Attended the USI College of Science, Engineering, and Education presentation about their assessment activities

Page 22: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Resources on Campus

Surveys sent out by the USI Office of Planning, Research and Assessment (OPRA)

Faculty, Administrators, and Staff fall survey

Student survey fall survey

Page 23: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Writing a Plan

Page 24: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Writing a Plan Collected and studied plans from other

academic libraries

Committee met regularly for nine months

First plan was intentionally modest

Plan included:

Narrative introduction (Word)

Summary of assessment activities (Excel)

Page 25: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Writing a Plan

Purpose Measure(s)/Methods(s) Assessor(s)

Timeline Classification Strategic Plan Alignment

Assessment activities summarized by:

Page 26: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Writing a Plan

Plan included eight assessment activities: General survey of faculty and staff General survey of senior students Instruction assessment of students Student assessment of instruction Faculty assessment of instruction Public service desks Social media Library information wall iPad survey

Page 27: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Working as a Unit

Page 28: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Working as a Unit

Worked well together

Committee as a whole: Face-to-face meetings E-mail exchanges

Sub-committees / Independently

Page 29: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Sharing Data

Page 30: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Sharing Data

Unit heads notified of data availability in shared electronic file

Discussion of data during monthly

Librarians Council meetings

Page 31: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Reporting Results

Page 32: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Reporting Results Assessment activities summarized in a single

report Made available to everyone through

Assessment Committee LibGuide

Eight assessment activities were summarized

Page 33: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Reporting Results

15-page report (Publisher) Each activity summarized by individual

members of committee Library Director edited final report

Page 34: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Closing the Assessment Loop

You Asked, We Listened Wish List All-campus meetings

Page 35: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Maintaining MomentumFoster a “culture of assessment”

Continue to solicit assessment ideas from unit heads

Work with library units to accomplish the goal Invite all to assessment webinars, local seminars,

etc. Some members of the Assessment Team stay,

some rotate off and are replaced with fresh faces

Page 36: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

The important thing is to start

Page 37: Testing the Waters: Library Assessment from Strategic Plan to First Report Marna Hostetler, Library Director Phil Orr, Distance Learning Librarian Peter

Questions?Marna Hostetler Phil Orr Peter Whiting [email protected]@usi.edu [email protected] 812-461-5328 812-465-1280

Assessment LibGuide: usi.libguides.com/libraryassessment