managing with data: using acrlmetrics and plametrics webinar
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Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Managing with Data:Using ACRLMetrics and PLAmetrics
Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
2016 February 12
2/12/2016
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
What Are
• ACRLMetrics• PLAmetrics• Why are they important?
– Accountability– Evidence-based management and planning
• What can you do with them?– Provide a foundation for a management information system– Add new data– Make comparisons to other libraries –benchmark and best
practices
2/12/2016
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Benefits from the Use of the Datasets
• Create customized reports• Use a subset of all data based upon locally-
selected measures and institutions – filters• Create graphs• Combine ACRL and IPEDS data sets when
doing a report • Export data to Excel
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Other Benefits
• Set up templates so that you are pulling the same data elements from year to year
• Timely availability of data for access; expect to be available months sooner than Academic Library component through IPEDS
• Easy enough for many to use; especially if you are using available or locally-created custom templates
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
The Book
• Why we wrote the book• Eleven chapters
– How to use ACRLMetrics and PLAmetrics for collections, services, staffing, benchmarking, best practices, outcomes assessment and use.
– Discussion of current issues such as return on investment analysis and presenting findings.
– Each chapter has a set of exercises; an appendix provides answers to each set of questions.
• Companion website: ManagingwithDataandMetrics.org
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Useful Input and Output Measures from the Datasets
• Expenditures• Collection size and type of material (e.g., e-
books)• Usage of materials, such as circulation and
interlibrary loan• Staffing levels and patterns (e.g., professional;
support) • Services (e.g., reference transactions; visitors)
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Application of Measures
• Derived ratios (e.g., expenditures per capita; percentage of total expenditures on staff, collections and other operating)
• Benchmarking with peers and aspirants• Discovering best practices – which libraries are
doing what your would like to be doing?
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Example from Collections’ Chapter:Report Settings (LIVE)
• Collection• Period• Report name shows up in the Reports Tab;
helps you find a report or template• Description -- use this to describe the
collection, period and filters which also shows up when reviewing a tab.
• Title
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Option Tab (LIVE)
• Average• Maximum• Minimum• Median• 25th percentile• 75th percentile
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Example of Collections Benchmarking: ACRLMetrics (LIVE)
• Summary holdings for print titles, volumes and e-books (based upon the book, chapter 3, question 1 on page 41)
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Report from Collection Benchmark
FY2014 Peers: Library Holdings per Enrolled FT Student
Sorted on Print Titles Held
Print Titles Held
Print Volumes
Held
Electronic Books Held
Full-time students, undergraduate &
graduate
Titles Held per Enrolled FT Student
Volumes Held per Enrolled FT Student
E-books Held per Enrolled FT Student
Stephen F Austin State University 1,857,017 2,145,022 175,815 9,888 187.81 216.93 17.8Western Carolina University 1,287,977 1,237,459 625,226 8,038 160.24 153.95 77.8East Tennessee State University 847,561 943,297 234,419 11,581 73.19 81.45 20.2Average 799,130 970,566 177,378 8,827 93.36 115.69 20.1University of South Dakota 754,041 1,220,245 16,038 6,031 125.03 202.33 2.7University of West Florida 668,344 1,105,277 148,673 8,183 81.67 135.07 18.2Median 668,344 943,297 146,225 8,369 79.71 101.28 17.5Valdosta State University 558,372 605,498 37,907 8,964 62.29 67.55 4.2University of Arkansas at Little Rock 528,669 671,711 37,170 6,632 79.71 101.28 5.6Rowan University 352,565 399,534 N/A 11,753 30.00 33.99 N/AUniversity of West Georgia 337,624 407,055 143,776 8,369 40.34 48.64 17.2
Missing peers: Indiana State University and University of Massachusetts - Lowell
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Example of Collections Benchmarking: PLAmetrics (LIVE)
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Report from Collection Benchmark
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Example of Best Practices: ACRLMetrics (LIVE)
• How do I find an academic library that is open more hours than mine with comparable FTE staffing levels? – Hours open and comparable FTE staff levels
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Exporting, Formatting and Presenting Data (LIVE)
• Export from Excel, and then rearrange the exported data to meet your needs
• Visual– Tables– Bar and other charts
• Create a Metrics report, and then embed a URL for the data into a report for one or more stakeholder audiences
Managing with Data Webinar with Peter Hernon, Robert E. Dugan, and Joseph R. Matthews
Additional Supporting Resources• Counting Opinions
– support@countingopinions.com
• The book’s portal: ManagingwithDataandMetrics.org
• Email one of the authorsRobert.Dugan AT gmail.comJoe AT JoeMatthews.Org
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