ER&L: ROI — Why oh why?

Speaker: Doralyn Rossman

How to use a combination of qualitative and quantitative data to tell a story.

ROI is a hot topic. People outside of the library are aware of it. Comparing yourself to other libraries is challenging because your missions are different. Showing how you contribute to the mission of your institution is much more valuable.

Methods of assessment: ROI, use, impact, alternative comparison (lib versus other service), customer satisfaction & outcomes, and commodity production (services, facilities, resources).

When you tell your story, start at the top: strategic plan, accreditation, etc. Give administrators information in the language they need to share with others. What do they need to know that they don’t know they need to know? What do they not want to know?

There are plenty of examples out there — do your homework.

Quantitative metrics: COUNTER, simultaneous users, multiple-year deals, capped inflation, staffing & workflows, reference queries, instruction sessions, citation reports & impact factor of collection, cost if purchased individually.

Qualitative metrics: relevance to curriculum, formatting efficiencies, user self-sufficiency, condition and usabilty of collection, proactive trouble shooting, MINES protocol from ARL.

Story: cost avoidance for users, reduced cost of course materials, quick access to research materials for faculty and grant work, attracting and retaining faculty/students, what would you do if they library didn’t exist, contribution to the strategic plan.

Example: University of Tennessee surveyed faculty about their grant proposal process. They found that faculty used more materials and resources than what was reflected in the proposals themselves. There is an importance of library resources at all stages in the grant process and publishing process.

LIBvalue project is a good resource. It’s generated by an IMLS grant following up on the ROI research at various institutions. Recommended reading.

If you’re not already collecting data, start now. You want a long-term study. Build it into your routines so you do it on a regular basis.

There are no cookie cutter methods. You have to know what story you want to tell, and then find the data to do that. Each situation/institution will be unique.

From the audience: Sense Maker is a good tool for capturing qualitative data.

ER&L: Amy Sample Ward – The Oldest New Frontier for Innovation

We need to work with our communities more than working for them. Regardless of who the library serves, there is no reason why it shouldn’t be the heart of the community.

When working with a community, you can’t just listen for the sake of learning. You have to be prepared to act on what you hear. In order to do that, you have to have the capacity for change. And, you can’t do all the work — you must collaborate with the community. Communication and transparency will further the collaboration and integration of the community with the work.

Identify your community. It sounds simple, but it’s more than just demographics. What do they use outside of the library? What services are they needing? The sweet spot is where the community and the library overlap in their wants. Innovation and iteration come from where those wants don’t overlap.

Identify technologies to support the work. Use the tools that your community will use, not just the shiniest.

Identify the roles. Leave the fun planning to the community leads, and be prepared to take on the cleanup work.

This sounds simple, but there are barriers that prevent success. Fear of failure prevents many things. Assuming that the differences between institutions mean we can’t learn from each other. Assuming that every member of the community already uses the library in some capacity.

Why collaborate at all? For example, freelance workers gain ideas and experience from working in shared spaces, but libraries haven’t provided those kinds of spaces as well as others. Libraries could be a social network hub. Libraries could be the repositories of community generated media.

Our work is not our goal. Our work is how we reach our goal.

Let the community drive. Stay in the sweet spot. Share the spotlight. Operate in loops. Think big.

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