| Assess, Improve, and Share: Using LibQUAL+TM to Provide a Quick and Easy Assessment for Accreditors, Administrators, and Users | ||
by Eric Forte AbstractAssessment in academic libraries is more important than ever as we strive to satisfy users, administrators and accreditation agencies, and present data to inform ongoing and future strategic directions. LibQUAL+TM yields a substantive set of quantitative and qualitative data that is relatively fast and easy to analyze, and is especially useful when significant skills and time to conduct meaningful assessment may not be present, such as in smaller academic libraries. Communicating the results and responses of assessment to stakeholders is a vital aspect of assessment and may in itself be indicative of the likelihood to enact positive change based on the data. This article surveys the landscape of LibQUAL+TM users’ results reporting and describes a specific strategy to quickly summarize data and articulate results and responses to stakeholders. IntroductionA culture of assessment is becoming ingrained in academic libraries of all sizes (Lakos and Phipps 2004). Whether satisfying our users, administrators, or accreditation agencies, libraries are rightly investing in tools to measure, analyze, and communicate user feedback in order to improve our operations in a fast-changing library culture. Yet academic libraries—especially smaller ones—may not have staff versed in either qualitative or quantitative assessment measures. Further, obtaining this expertise can be time-consuming and costly, and especially difficult to nurture in smaller academic libraries with little flexibility in job duties. This is where LibQUAL+TM is remarkably useful. With a relatively small investment of time and money, libraries of all sizes can gather substantive quantitative and qualitative data, and with minimal data analysis expertise, interpret that data, act on the data to make improvements, and report on the resulting assessment and improvement process easily and effectively. This article aims to lay out a quick, effective, and meaningful assessment and reporting strategy for academic libraries of all sizes using LibQUAL+TM, and suggests that writing and sharing the public report may be a key indicator of positive outcomes to the assessment process. Background and Literature ReviewAssessment in LibrariesThere are many established and emerging methods of assessment in libraries and of library services, most of them well-documented. We can analyze local data on library use, such as circulation and reference statistics; conduct surveys; conduct focus groups or interviews; appoint student and/or faculty advisory panels; capture complaints and other feedback; conduct usability and wayfinding tests; or conduct various observational, anthropological, and ethnographic research1. Stein (2008) summarizes nine different evaluative methods, discussing pros and cons, as well as the effort, expertise, and impact involved in each method. A simpler overview of assessment methods used in libraries is presented in Alemna (1999). For further resources about assessment in libraries, see Wright's (2007) broad-ranging assessment bibliography. Meanwhile, Radford’s (2008) volume summarizes library research on all topics, from services to collections and assessment. Understanding these broader trends is a vital precursor to understanding and interpreting the local manifestations and variations of these trends as learned via LibQUAL+TM. Ideally, a library might utilize all nine methods as part of their assessment efforts. Yet for the majority of academic libraries this would require an often unrealistic—and unavailable—commitment of time and resources. LibQUAL+TMLibQUAL+TM is a standardized survey of user experiences with library services. It is a "total market survey": it assesses users’ perceptions of nearly all aspects of the library, and returns both quantitative and qualitative results, all via a single assessment tool. Developed and administered under the auspices of the Association of Research Libraries (ARL), it has been used at over one thousand libraries and provides detailed data on user perceptions and desires about their library2. LibQUAL+TM is made richer by its use of gap analysis. Users don’t simply rate their satisfaction with a particular library service factor, they also offer a measure of each factor’s value. So, for instance, not only might a library find out that users are dissatisfied with some service—say, group spaces, or journal collections—they can also see which services are most important to users, and prioritize responses accordingly. A nice summary of the origins and nature of LibQUAL+TM from its founders can be reviewed in Cook (2001). Saunders (2007) offers a very useful current assessment of LibQUAL+TM , looking back over its first six years and offering an overview of its pros and cons up to now. The survey itself, including all technical aspects, is managed by ARL/LibQUAL+TM . For the most part, libraries need only identify the pool of respondents, send out a link to the survey, advertise and market the survey, and wait for the packaged reports to come back from LibQUAL+TM. At Boise State University we sent the survey via email to all faculty and asked campus statisticians and IT experts to pull out a sample of student email addresses from the campus database and sent the link to those students. A smaller academic library may simplify matters by sending it out to all students. LibQUAL+TM asks respondents to rate twenty-two factors related to library service, collections, and space. These factors are included in every participating library survey. Additionally, libraries may choose five optional ‘local’ factors (which we did at Boise State). For each factor, respondents rate, on a scale of 1-9 (9 being the highest):
The difference between minimum and perceived is dubbed the “adequacy gap,” while the difference between desired and perceived is dubbed the “superiority gap. “ The results provide clues about how the library measures up against users’ priorities, how the library is performing compared to expectations and desires, and where improvements are desired. By comparing results from various iterations of LibQUAL+TM in different years, a library can also gain insights into changing user perceptions over time. Further, we can learn from responses to LibQUAL+TM surveys at many of our peer institutions; such results are available to those who purchase LibQUAL+TM via their Management Center. Finally, LibQUAL+TM also includes space for respondents to make qualitative comments. So a single survey instrument can be used to offer insight into nearly all aspects of the library’s operations, and yield both quantitative and qualitative data. The survey can conceivably be justified as a complete assessment program in and of itself, if resources for other assessment instruments are not available. There are a number of articles discussing libraries’ implementation and use of LibQUAL+TM and its results. A special issue of Performance Measurement and Metrics titled “The Maturation of Assessment in Academic Libraries: the Role of LibQUAL” featured articles discussing its use at non-ARL libraries such as Miami University (Sessions, Schenck and Shrimplin 2002) and Washburn University (Dole 2002). Similarly, a special issue of the Journal of Library Administration, simultaneously published as a monograph (Heath, Kyrillidou and Askew 2004), also featured a number of articles detailing use of LibQUAL+TM. Of particular relevance to this paper are those about the use of LibQUAL+TM in strategic planning at an ARL library such as the University of Florida (Shorb and Driscoll 2004) and the somewhat smaller library of Bowling Green (Haricombe and Boettcher 2004). Among more recent LibQUAL+TM articles, Hoseth (2007) is notable for its practical advice, including the need to report results and outcomes to users, constituents, and peers. Does Public Result Reporting in Itself Suggest Success?An ancillary question relates to what, if anything might be inferred about a library’s perceived adequacy simply by publicly reporting their LibQUAL+TM results. A small sample of libraries who administered LibQUAL+TM from 2006-2008 suggests the possibility that a public accounting of results is in itself indicative of a higher overall adequacy perception. This sample consisted of 102 U.S. libraries, none of which are members of the Association for Research Libraries. Libraries whose LibQUAL+TM results were presented on a public Web page—whether the complete notebook of results or an institution-prepared summary—had average adequacy scores for faculty, undergraduates, and graduates that were two-tenths higher than those that had not posted their results publicly. The correlation was stronger for those with lower adequacy scores. Out of the forty libraries with average adequacy scores lower than 0.3, six have public results, while thirty-four have no mention of the survey. Of those libraries with scores higher than 0.3, twenty-eight have public results, compared to thirty-four without (Table 1). Overall, the higher the overall adequacy scores, the higher the likelihood that at least a summary of LibQUAL+TM results could be found for public access on the library’s Web site. Of course, the actual trend is more nuanced: higher-scoring libraries have little correlation between their scores and whether or not they report the results publicly. Lower-scoring libraries are much less likely to report results, however. Interestingly, the trend exists despite the fact that there are no benchmarks for what might be considered ‘good’ or ‘bad’ adequacy scores using LibQUAL+TM. In fact, such benchmarks would go directly against the intent of the survey itself, which purposely does not measure actual performance but only perceived performance. Yet even lacking norms, libraries whose scores tended to be lower are less likely to share that information publicly. While the reasons for openly communicating (or not communicating) patron feedback to a library’s users and stakeholders has not been explored in this context, clues may be found in the psychology, business, and information technology literature. Might a library fear that poor assessment results could have negative consequences from campus administration, and therefore be less likely to share? Information, if it is perceived to be negative, is less likely to be communicated to an "upward" power in a relationship (Cohen 1958). Yet even lacking concrete rewards or punishments for sharing negative information, individuals have a tendency not to share information if they believe its receipt could be simply unpleasant (Rosen and Tesser 1970). All of this might not be particularly significant to libraries and their sharing of feedback if not for the potential that not sharing perceived negative information could lead to further, future detrimental effects on the organization (Keil and Robcy 1999). Failure to make open accounting of feedback perceived to be negative may increase the likelihood of future negatively perceived performance. If the potential exists that not sharing negative patron feedback may indicate future negative performance (and simply sharing negative feedback indicates better future performance), libraries should strongly consider making public reports of their assessment outcomes. This stands regardless of any perceived successes or failures of the services assessed. Hopefully a more public airing of results increases the likelihood of positive responses inspired by the survey results. Gathering and Presenting the DataBefore preparing results for the public at Boise State University, we gathered key data in an easy-to-read format. LibQUAL+TM offers reports in SPSS or excel/csv formats. These reports include line-by-line (anonymous) results for each respondent. While SPSS and statistical skills are never a bad thing for libraries, our goal was to present a quick and easy assessment report to key stakeholders, from students to accreditors. So we used LibQUAL+TM Analytics (accessible to participants) and pulled our data from the Institutional Explorer, which contains data and charts for the numerous LibQUAL+TM participants who allow their data to be made available3. We downloaded our summary data for each of our key groups (undergraduate, graduate, and faculty). As seen in Appendix 3, for our working files we have taken the scores for these three groups and reordered them five different ways, making categories in order to easily communicate useful information to our constituents:
These five factors form the basis of our reporting and are presented with the outside reader in mind. While we chose to focus on these five for simplicity, we do occasionally make some reference to the data not covered above as appropriate or interesting. Communicating with Campus Administrators, Accreditors, and UsersTo form the basis of communicating the results of LibQUAL+TM and the tangible outcomes of the assessment effort, we write a simple report. This public report will begin with some housekeeping: a brief summary of the nature of LibQUAL+TM and its implementation at your library, much like the description above4. Further, an audience familiar with looking at statistical data will appreciate a few notes about the response rate. These notes need not be very detailed or rigorous. In our report, we first introduce LibQUAL+TM, then followed with a brief section addressing respondents and response rate. After this introductory material, we move on to the heart of the report: the sections describing the results based on the five factors outlined above. While Appendix 3’s tables were for our internal use only and informed writing the report, each section of the report is complemented by brief summary tables as seen in Appendix 15. Below is an example of how we presented the first of the five sections listed above, namely the “What Library Services are Most Important?” section. Like each of the other four results sections, this section is anchored by one of the summary data tables (see Appendix 1). We then offer a brief overview, concise summary of the results by key group (faculty, graduate, and undergraduate), and a little contextual analysis:
The rest of the reporting of results is straightforward: we simply repeat the above outline for each of the next three sections. So our second section begins:
This section goes on to offer analysis in style similar to the first section above, with concise summaries of the results by key group (faculty, graduate, and undergraduate), and contextual analysis. We follow with our third section, which begins:
Likewise, our fourth section begins:
In each case we go on to offer similar reporting and analysis relevant to the section. These first four sections, therefore, summarize what patrons want, what they think we do well, and where the gaps are between what they want and what we provide. It is vital to lay out both the library’s successes, along with the challenges that lie ahead. All in all, the data allows a surprisingly broad assessment and discussion of the library’s performance, easily communicated in a short report. Discussing PeersOne of LibQUAL+TM‘s greatest assets when communicating assessment results to administrators and accreditors is the ability to compare results with other institutions. These comparisons are guided by two key factors per the LibQUAL+TM agreement for using other institution’s data: the need to keep other library’s data completely confidential, and the reminder that we are only comparing user perceptions of our services, and can therefore not make value judgments in regards to actual performance. At Boise State we used a list of peers that will remain confidential for this paper, as for our report. Institutions were identified with a nomenclature of Institution A, Institution B, and so on (see Appendix 2). In our case, the comparisons—whether or not they can be said to reflect reality rather than only perceptions of that reality—made us look good, so we were happy to use them. For our public report, this section begins as follows:
The section continues with similar peer analysis for the undergraduate results and the graduate results. LibQUAL CommentsBeyond the peer data, the next vital aspect of LibQUAL+TM is its qualitative comments. These comments can be analyzed (whether by hand or with statistical text analysis software) to present further trends and they should be summarized and reported on. If a library is fortunate, such comments will (1) generally corroborate the quantitative data; (2) provide details and deeper insight into the quantitative data; and (3) provide insights that did not surface in the quantitative data. Each of these goals is vital as part of assessment and to communicate with stakeholders. For our report, we summarized and presented the comments as follows:
Responses to LibQUAL+TM: Using the Results to Make Improvements and Inform Strategic PlanningFinally, we must respond to what we learned, and communicate and document the tangible outcomes from LibQUAL+TM. This is the most important part of the report. Without clear action based on what we learn, assessment isn’t assessment. Improvements and a course of action based on data are very important to administrators and accreditors. The suggestion above that a public report is an indicator of future success is depending largely on the assumption that a public report makes efforts to use the results to make improvements more likely to occur. While internal documents have more details, we created a section on the public report with which to publicly summarize our responses and initiatives based on our results. Of the small sample of 102 libraries and their public presentation of their LibQUAL+TM results, only sixteen actually outlined their responses to what they learned (publicly). Unsurprisingly, these sixteen were among the highest scorers in the sample, further evidence that the library that airs results is more likely to be perceived as successful. Here, then, is how we presented our “Next Steps:” WHAT ARE OUR NEXT STEPS? Final Touches: Getting the Results to the StakeholdersWe added an Executive Summary onto the front of the report. Concise as the report is, it’s still long enough that many administrators might wish for a brief summary. Here, then, is our Executive Summary: Conclusion Assessment increasingly forms the basis of library strategic planning and of our priorities and performance in general. We must respond clearly and openly to what we learn with tangible, documented actions. Communicating about the results and outcomes of assessment is vital, and a possible indicator of perceived success. But like everything else we do, assessment must be done as efficiently and strategically as possible, and we must assess resources spent on assessment as critically as we assess resources used on our services, collections, and spaces. LibQUAL+TM provides an opportunity to quickly and relatively cheaply assess our services, and more importantly, to present the results of the assessment to key stakeholders. Notes
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Eric Forte is Associate Dean for Public Services at Boise State University's Albertsons Library. |
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