jill taylor roe

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University Library Jill Taylor-Roe, Head of Planning & Resources and Deputy Librarian. Newcastle University Library JIBS Ebooks Seminar, 26 Nov, 2013 Trying to keep the customer satisfied – how PDA can help

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Page 1: Jill taylor roe

University Library

Jill Taylor-Roe,Head of Planning & Resources and Deputy Librarian.Newcastle University Library

JIBS Ebooks Seminar, 26 Nov, 2013

Trying to keep the customer satisfied – how PDA can help

Page 2: Jill taylor roe

University Library

Topics to be covered

Why we care about customer satisfaction

How we measure it How we use what we learn How PDA may help Where we go from here…

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University Library

Why we care about Satisfaction (1)

We are an Academic Service which exists to: “support the University’s learning and

teaching, research, innovation and engagement by providing resources and professional expertise to enable the effective discovery and use of information and the development and communication of knowledge”

(Taken from Newcastle University Library Strategic Planning Statement)

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University Library

Why we care about Satisfaction (2)

Because we are a SERVICE industry, so we should care!

Easier to argue for more resources if you can demonstrate you are delivering service/added value

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University Library

How we measure satisfaction with our resources and services (1)

External validation: e.g. Chartermark – 1st UK Uni Library to win one, 5 in

total Customer Service Excellence Times Higher Award 2011 – Outstanding Library

Team National Student Satisfaction Survey (NSS)– joint 5th

in 2013 International Student Barometer (ISB) – 1st in Russell

Group for physical library, 7th for online library Postgraduate research survey ( PRES) Postgraduate

taught Survey, (PTES)

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University Library

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University Library

How we measure satisfaction with our resources and services (2) – tell us what you think

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University Library

How we measure satisfaction with our resources and services (3) – KPIs

Value for money Target Current position (2011-12)

KPI1 Expenditure on information as % of total library expenditure

50% 49.13%

KPI2 Expenditure on staff as % of total library expenditure

42% 40.23%

Efficiency

KPI3 Self-service loans as % of total loan transactions

90% 90.02%

Effectiveness

KPI4 NSS score Question 16 90% 90%

KPI5 ISB score: Physical library

Online library

90%90%

94.3%92.1%

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University Library

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University Library

A cautionary note…

Positive feedback is much appreciated, and

is just reward for staff who work so hard to deliver good service …. However… Always scope for improvement, Cannot please everyone *Never* be complacent Always look for further improvement

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University Library

How we use what we learn

Feedback from users regarding lack of library space and lack of IT informed major 2 yr refurb plan

Feedback from users regarding lack of journals informs future acquisitions

Feedback on lack of bookstock has always been harder to address because it is seldom specific enough …

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University Library

Typical comments from the National Student Satisfaction Survey ( NSS)

“The Library does not have enough books”

“Books for our course are expensive and there aren’t enough copies in the library for everyone”

“Insufficient main texts in the library...”

“not enough books for my essay”

“we need more core texts”

“There are never enough books for our course”

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University Library

How did we usually respond to this feedback?

Worked hard to secure more student input re book selection

Engage with staff student committees Tell us which books we lack! Reduced “just in case” provision Increased multiple copy provision of core texts Reviewed loan categories All of which help – but we still receive

complaints....

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University Library

Is PDA the answer?

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University Library

Why were patron-led ebooks so attractive to add to the mix?

Little evidence that simply acquiring more print books made any real difference to student perceptions

Increasing pressure on library space concept of only paying for what you

use very attractive 2009/10 PVC Teaching and Learning

wanted an “innovative project” to support student needs

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University Library

Early days

£7Ok start up fund 100,000 + ebook catalogue records

loaded Minimal profiling Soft launch, Feb 2010 3 loans per person per day 1 or 7 day loan

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University Library

Result? – almost too successful...

wk2 wk4 wk6 wk8wk1

0wk1

2wk1

4wk1

6wk1

8wk2

0wk2

2wk2

40

200

400

600

800

1000

1200

63

1090

65

Weekly Usage Trend Feb-July 2010

autop-urchasesSTL (Loans)

Requ

ests

Users loved it£37K spent in March alone!Numerous tweaks made to limit demand e.g. reduce loans per day,introduce mediation

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University Library

So how did we make it sustainable?

Better profiling of the collection Removal of 505 field from EBL bib

records so that all our ebook collections are equally exposed to view

Revealed costs to users- even though library pays

Turned off downloading for non-owned items

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University Library

Where are we now? Yr 4 of established service

aug sep oct nov dec jan feb mar apr may jun jul0

5000

10000

15000

20000

25000

30000 monthly spend on EBL loans

2009/102010/112011/122012/132013/14

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University Library

Where are we now? Yr 4 of established service

aug sep oct nov dec jan feb mar apr may jun jul0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

monthly spend on EBL autopurchases

2009/102010/112011/122012/132013/14

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University Library

More sustainable expenditure pattern

aug sep oct nov dec jan feb mar apr may jun jul0

5000

10000

15000

20000

25000

30000

35000

40000

monthly spend on EBL loans and autopurchases

2009/102010/112011/122012/132013/14

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University Library

Heaviest users of patron-led ebooks

AFRDArts & Cultures

Biology Biomedical Sciences

CEAMCEG

ChemistryComp SciDentistry

ECLSEECEGPS

Hist Studies Law

Library MASTMaths

Mech EngMed Scis

SMLNUBS

PsychologySAPLSELL

0 50 100 150 200 250 300 350 400 450

Series1

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University Library

Carving up the Acquisitions Budget

Proportion of ebk fund devotedto patron-led 2012/13 (c 40%)

ebookspendpatron led ebk spend

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University Library

Extending patron led to the Print bookfund

Initial Pilot 2011/12 Allocated prev yr’s overdue income ( circa

£60K) 2 strands – high demand items ( reading list

material) Books required for by individual students

( dissertation topics) Minimum referral – only very expensive books

referred to liaison librarians 2013/13 – circa £37K spent – around 1000 titles

purchased

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University Library

NUBS GPS HIST SACS SAPL ECLS SELL SML0

50

100

150

200

250

300

350 Heaviest users of print patron-led over the last 3 yrs

Series1

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University Library

Dividing up the print book fund

Proportion of print bookfund devoted to patron-led 2012/13 ( c 10%)

print bkspendpatron led print spend

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University Library

What have we learnt along the way? (1) Top Ten Schools who use the patron led service are: Business School Geography, Politics & Sociology Arts & Cultures Agriculture, Food and Rural Development Historical Studies Education, Communication and Language Sciences Business School English Literature, Language & Linguistic Studies Modern Languages Law Medical Sciences NSS library scores for 6 of these schools went up in

2012 Most have remained high or improved in 2013

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University Library

NSS scores for 2 of our heaviest users

Newcastle Business School (NUBS)

NSS scores 2010 2011 2012 2013 Economics 94 96 94 90Bus Studies 95 74 88 94Marketing 81 85 88 93Management 78 69 94 96Accounting 88 84 88 94

Geography, Politics and Sociology (GPS)

NSS scores 2010 2011 2012 2013Geog & Env Sci 84 85 93 94Geography 82 75 94 92Politics 80 84 85 93Sociology 79 67 74 96

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University Library

What have we learnt along the way? (2)• Circa 50% of the top 100 EBL titles are on

Reading Lists• Circa 25% of the top 100 EBL titles feature on

high holds lists

• the remaining titles do not feature in any of our high demand print collections

• ILL expenditure has declined at around £10K per annum since we introduced EBL

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University Library

Where we go from here…

Multi-yr analysis of usage trends by subject Review subsequent use of patron selected

stock - how does it compare with academic/library selected material?

Experiment with % share between patron led and academic-led stock selection – should it be 50:50?

Further analysis of impact of PDA on user satisfaction levels

Experiment with different vendors

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University Library

But this is only the beginning…

We need to … Innovate – liberate ebooks from print

procurement models Re-Create - Break them down/mash

them up Observe and reflect on user behaviour Listen to feedback Be brave! – don’t be afraid of further

experiments …

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University Library

Conclusions: Trying to keep the customer satisfied…

Is… Challenging, but also Essential to our service ethos A spur to creativity and innovation A work in progress Rewarding when we get it right

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University Library

Why is it challenging?

Library budgets still largely unable to keep pace with the many demands placed upon them

Annual growth in journal prices still persistently ahead of CPI and RPI

Bulk of resources budget now devoted to recurrent expenditure, much of it VATable

New subject interests typically emerge faster than old ones decline

Inflexibility of many big deals which account for lion’s share of the budget

Heightened user expectation, especially since higher fees introduced

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University Library

But don’t despair… We’ve come a long way since the C19…

The Library service of 1894 could scarcely be said to be responsive to student needs...

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University Library

We have come along way, but we can go further!

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University Library

Thank you for your [email protected]