LibQUAL Survey Administration

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LibQUAL Survey AdministrationMartha KyrillidouAssociation of Research LibrariesMichael MacielTexas A&M UniversityAmerican Library AssociationMidwinter MeetingChicago, ILMonday, February 2, 2015www.libqual.org

Overview Preparing for the Survey Implementation––––––Defining survey objectives/desired outcomesInstitutional review boardSamplingCreating an assessment group/teamPreparing the organizationMarketing your survey Online System: Management Centerwww.libqual.org

Preparing for the SurveyImplementationwww.libqual.org

Why is Your Library Participatingin LibQUAL ? Institutional goals:– what do you want to get out of the survey? Survey requirements:– people, supplies, technologywww.libqual.org

Get Permission from yourInstitutional Review Board Local group that approves human subjectresearch May also be called– Committee for Human Subject Research– Committee for the Protection of HumanSubjects Not all institutions need to obtain permissionwww.libqual.org

Get Permission from yourInstitutional Review Board If permission is required:– Seek well in advance of survey– Supply a copy of the survey, if requested– Inform them that results will be sharedamong participants No need to inform LibQUAL of decisionwww.libqual.org

Determine Whom to Survey Random sampleor Entire populationwww.libqual.org

If You Sample Recommendations:– At least 1,200 or more random e-mailaddresses for each user group– Separate sample groups forundergraduates, graduates, faculty, andstaff– Think about survey fatigue if you want torepeat the survey regularly Keep notes on your methodology as you willbe asked to describe it in the Post HocQuestionnairewww.libqual.org

If You Survey the Entire Population Recommendations:– Think about survey fatigue if you want torepeat the survey regularly Keep notes on your methodology as you willbe asked to describe it in the Post HocQuestionnairewww.libqual.org

Obtain Email Addresses Typical sources include:– Campus computing office– Campus administrative records office– Library patron databasewww.libqual.org

Become Familiar with LibQUAL Resources Manage Your Surveyhttp://www.libqual.org/ LibQUAL Procedures ns/ProceduresManual.pdf Discussion listLIBQUAL-L@listserv.tamu.eduwww.libqual.org

Marketing Your Survey–––––Place ads in campus newspaperWrite article for library newsletterPost flyers around campusPresent at faculty meetings & student orientationsCreate a survey website and feature on library’shome page– Take the survey to where users are: dining halls,study rooms, dorms– More suggestions and example works areavailable on Publications section of LibQUAL.orgwww.libqual.org

The LibQUAL Management Centerwww.libqual.org

LibQUAL Management Center:Getting Started Login (Required to use the Management Center) Center Sections:– Manage Surveys– Data Repository– Manage Users– Organization Websites– Manage Permissions– Directory– Resourceswww.libqual.org

Survey Process: Manage Your SurveyFour Stages1.2.3.4.Pre-LaunchMonitor Survey ProgressClose My SurveyPost-Survey and ResultsStage 1www.libqual.org

Manage Your Survey:Stage 1 - CustomizationAlwayssave yourworkwww.libqual.org

Manage Your Survey:Stage 1 - Optional Questionswww.libqual.org

Manage Your Survey:Stage 1 - Positions Results notebooks summarize findings by Position (usergroup)– “Parent” categories (e.g., Undergraduate, Graduate,Faculty)– “Child” categories (e.g., First year, Doctoral,Associate Professor) Standard positions (based on your institution type, i.e.,College/University) Both Parent and Child position options can becustomized– Child options map to standard positions for peercomparisonswww.libqual.org

Manage Your Survey:Stage 1 – Position OptionsCustomizabletextMap to reporting value Peer comparisons Display on questionnaireCustomizabletextwww.libqual.org

Manage Your Survey:Stage 1 – Position OptionsOnly Child options can be selected by participants.Categories(Parents)Response options(Children)www.libqual.org

Manage Your Survey:Stage 1 - Positions Cautions– Only Child options can be selected byparticipants– You must have at least one Child option foreach Parent category– Need to provide representativeness data foreach position (Parent categories)www.libqual.org

Manage Your Survey:Stage 1 - Branch Library OptionsThe libraryyou usemost often.www.libqual.org

Manage Your Survey:Stage 1 - Disciplines Results notebooks summarize findings by usergroup and provide a chart for both standard andcustom disciplines Standard disciplines (based on your institutiontype, i.e., College/University) Customized disciplines– Recommend no more than 16 disciplines, ifpossible You can order a Discipline Analysis (additionalcharge) with notebooks for each customizeddisciplinewww.libqual.org

Manage Your Survey:Standard Disciplines Agriculture/EnvironmentalStudies Architecture Business Communications/Journalism Education Engineering/ComputerScience General Studies Health Sciences HumanitiesLawMilitary/Naval ScienceOtherPerforming & Fine ArtsScience/MathSocial Sciences/Psychology Undecided*Note: Disciplinesare for an AcademicLibrarywww.libqual.org

Manage Your Survey:Customized Disciplines Use your local terminology to map to thestandard disciplines Cautions:– Need to provide representativeness datafor each discipline– Too many choices present challenges touserswww.libqual.org

Manage Your Survey:Stage 1 - Customized Disciplineswww.libqual.org

Manage Your Survey:Results Notebook - Standard Disciplineswww.libqual.org*Note: Disciplinesare for an AcademicLibrary

Manage Your Survey:Results Notebook - Customized Disciplineswww.libqual.org*Note: Disciplinesare for an AcademicLibrary

Manage Your Survey:Stage 1 – Preview Your Survey & LaunchPreviewLaunch Complete at least one full runof your preview survey Test in different settings,using different platforms andWeb browsers Get library staff involved intesting Can no longer make changes Live survey URLwww.libqual.org

Manage Your Survey:Stage 2 - Representativeness Questionnaire Determines how your institutional profile compares toyour survey data Requires the following information:––––# of individuals per user group (Position)# of individuals within each discipline# of males and femalesLibrary Statistics Total library expenditures (U.S. dollars)Personnel – professional staff, full-time equivalent (FTE)Personnel – support staff, full-time equivalent (FTE)Total library materials expendituresTotal salary and wages for professional staffUse the fiscal year (2013-2014) that ended the year before you aredoing the survey (2015) Complete before closing surveywww.libqual.org

Completed ompletedRepresentativenessNOT Completedwww.libqual.org

Sending Reminders 3-5 reminders to sample populations Include a thank you to respondents whohave completed the survey Boost marketing efforts around campus– More flyers, table tents, ads in campusnewspaper– Get professors and other staff involved– Increase number or types of incentives Confidentialwww.libqual.org

Manage Your Survey:Stage 3 - Closing Your Survey We recommend a survey run of at least3 weeks– Continuous Confirm you want to close – irreversiblestepwww.libqual.org

Manage Your Survey:Stage 4 - Post-Survey Taskswww.libqual.org

Manage Your Survey:Stage 4 - Resultswww.libqual.org

Manage Your Survey:Stage 4 – Incentive Winnerswww.libqual.org

Manage Your Survey:Stage 4 - Post Hoc & Evaluation QuestionnairesPost Hoc Questionnaire Information about yoursurvey– Sample size– # of e-mails sent– #of invalid e-mailaddresses– Incentives offered– Marketing techniques– Etc.Evaluation Questionnaire Feedback about yourLibQUAL experience All survey liaisons andassistants areencouraged to completethis questionnairewww.libqual.org

Survey Results Survey Results Notebook (PDF)– Individual & Group Analyses Comments– About half of users provide comments– Download Excel file from Stage 4 or Data Repository Excel/SPSS data files Additional Services:–––––Customized Discipline AnalysisLibrary Branch AnalysisUser Subgroup AnalysisOther customized analyses (upon request)Print Copieswww.libqual.org

General Discussionand Q&Awww.libqual.org

Summary and Closurewww.libqual.org

LibQUAL Resources LibQUAL Lite News Events and Training Publications About pages LibQUAL Procedures Manualwww.libqual.orgwww.libqual.org

The LibQUAL Team The best way to contact us: libqual@arl.org Amy YeagerPublic Relations Program Officeramy@arl.org Martha KyrillidouSenior Director, Statistics and Service Quality Programsmartha@arl.org Henry GrossSenior Applications Developerhenry@arl.org Gary RoebuckDirector of Information Technologygary@arl.org Shaneka MorrisSurvey Coordinator and Data Analystshaneka@arl.orgwww.libqual.org

LibQUAL Survey ResultsPresented by:Martha KyrillidouAssociation of Research LibrariesAmerican Library AssociationMidwinter MeetingChicago, ILMonday, February 2, 2015www.libqual.org

Results Notebooks Sections for Overall, Undergraduates, Graduates,Faculty, Staff, Library Staff include:– Demographic Summary– Core Questions Summary– Dimensions Summary– Local Questions– General Satisfaction Questions– Information Literacy Outcomes Questions– Library Use Summary Appendix describing changes in the dimensions andthe questions included in each dimension.www.libqual.org

Results Data Repository:Individual NotebooksGroup Notebook(PDF)Unified GroupNotebook (PDF) User Comments Excel / SPSS data fileswww.libqual.org

Core Items and Dimensions22 core items (i.e., questions)Three dimensions: Affect of Service – 9 questions Information Control – 8 questions Library as Place – 5 questionswww.libqual.org

DO YOU UNDERSTANDYOUR RESULTS?www.libqual.org

Understanding Your Individual Results Look at the top 5 most desired services Compare your results with peer or ARL institutions Compare your results over time Compare your faculty’s minimum with the aggregateminimum acceptable levels– Same for perceived and desired Look at user groups individuallywww.libqual.org

Understanding Your Individual Results Look at user groups by discipline Look at results to determine if users are not aware ofwhat the library already does Explore one question by discipline and user group Probe the questions that had meaningful gaps betweenperceived results and minimum expectations Focus on questions with negative gaps (i.e., the red)www.libqual.org

Interpreting Your LibQUAL Data Determining representativeness LibQUAL Scores have 3 interpretation frameworks:– Zone of tolerance– Peer comparisons– Longitudinal analysis Quantitative Analysis: Excel Data Qualitative Analysis: Commentswww.libqual.org

Determining Representativenesswww.libqual.org

Understanding Your Individual Results:Radar ChartsKey Term:Zone of Tolerancewww.libqual.org

Key to Radar ChartsKey Term:Zone of Tolerancewww.libqual.org

Radar Chart BasicsKey Term:Zone of Tolerancewww.libqual.org

What Do the Colors Mean?Key Term:Zone of ToleranceGreenAndBluewww.libqual.org

What Do the Colors Mean?RedKey Term:Zone of Tolerancewww.libqual.org

What Do the Colors Mean?Little YellowKey Term:Zone of Tolerancewww.libqual.org

What Do the Colors Mean?A lot of YellowKey Term:Zone of Tolerancewww.libqual.org

Understanding Your Individual Results:Thermometer ChartsKey Term:Zone of Tolerancewww.libqual.org

Dimension SummaryKey Term:Zone of Tolerancewww.libqual.org

Three interpretation frameworks Zone of tolerance– Perceptions vs. expectations– meeting users minimum expectations– Approaching users’ desired expectations My scores over time (longitudinal)– Am I doing better or worse compared to lasttime I measured my performance Peer comparisonswww.libqual.org

Other Analytical Tools LibQUAL Analytics– Institutional Explorer (peer comparison)– Longitudinal Analysishttp://libqual.org/analytics Norms SPSSwww.libqual.org

Quantitative Analysis: Excel Data Excel/SPSS data files available on the LibQUAL Website Use customized radar chart template to create customanalyseswww.libqual.org

Qualitative Analysis: User Comments About one-half of users include comments on theirsurveys User Comments available on the LibQUAL website– Download comments in Excel or text file Skim the comments Conduct ATLAS.ti analysiswww.libqual.org

Library Use Summarywww.libqual.org

LibQUAL HighlightsAvailable fordownload on the Publicationspage athttp://libqual.org/publicationswww.libqual.org

Results notebooks summarize findings by user group and provide a chart for both standard and custom disciplines Standard disciplines (based on your institution type, i.e., College/University) Customized disciplines -Recommend no more than 16 disciplines, if possible You can order a Discipline Analysis (additional

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