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LibQUAL+ LibQUAL+ ® Survey Administration Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications Liaison Kristina Justh Customer Relations Coordinator Martha Kyrillidou Director, Statistics and Service Quality Programs Association of Research Libraries old.libqual.org

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Page 1: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

LibQUAL+LibQUAL+®® Survey Administration Survey Administration

American Library Association Midwinter Meeting

Philadelphia, PAJanuary 14, 2008

MaShana DavisTechnical Communications Liaison

Kristina JusthCustomer Relations Coordinator

Martha Kyrillidou Director, Statistics and Service Quality Programs

Association of Research Libraries

old.libqual.org

Page 2: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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OverviewOverview

• Preparing for the Survey Implementation– Defining survey objectives/desired outcomes

– Institutional Review Board

– Sampling

– Creating an assessment group/team

– Preparing the organization

– Marketing Your Survey

• Online System: Management Center

Page 3: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Preparing for the Survey Preparing for the Survey ImplementationImplementation

Page 4: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Why is Your Library Participating Why is Your Library Participating in in LibQUAL+LibQUAL+® ® ??

• Institutional goals:

– what do you want to get out of the survey?

• Survey requirements:

– people, supplies, technology

Page 5: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Get Permission from your Get Permission from your Institutional Review BoardInstitutional Review Board

• Local group that approves human subject research

• May also be called

– Committee for Human Subject Research

– Committee for the Protection of Human Subjects

• Not all institutions need to obtain permission

Page 6: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Get Permission from yourGet Permission from yourInstitutional Review BoardInstitutional 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 shared among participants

• No need to inform LibQUAL+® of decision

Page 7: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Determine Whom to SurveyDetermine Whom to Survey

• Random sample

or

• Entire population

Page 8: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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If You Sample…If You Sample…

• Recommendations: – At least 1,200 random email addresses for

each user group– Separate sample groups for

undergraduates, graduates, faculty, and staff

– Think about survey fatigue if you want to repeat the survey regularly

• Keep notes on your methodology as you will be asked to describe it in the Post Hoc Questionnaire

Page 9: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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If You Survey the If You Survey the Entire Population…Entire Population…

• Recommendations:

– Think about survey fatigue if you want to repeat the survey regularly

• Keep notes on your methodology as you will be asked to describe it in the Post Hoc Questionnaire

Page 10: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Obtain Email AddressesObtain Email Addresses

• Typical sources include:

– Campus computing office

– Campus administrative records office

– Library patron database

Page 11: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Become Familiar with Become Familiar with LibQUAL+LibQUAL+®® ResourcesResources

• Management Centerhttp://www.libqual.org/Manage/index.cfm

• LibQUAL+® Procedures Manualhttp://www.libqual.org/Manual/index.cfm – Updated Version – September 2006– Much more detail

• Discussion [email protected]

Page 12: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Marketing Your SurveyMarketing Your Survey

– Place ads in campus newspaper

– Write article for library newsletter

– Post flyers around campus

– Present at faculty meetings & student orientations

– Create a survey Web site and feature on library’s home page

– Take the survey to where users are: dining halls, study rooms, dorms

– More suggestions and example works are available on Publications Page

Page 13: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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The The LibQUAL+LibQUAL+®® Management Center Management Center (aka Your Friend)(aka Your Friend)

Page 14: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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LibQUALLibQUAL++®® Management Center: Management Center:Getting StartedGetting Started

• Login (Required to use the Management Center)• Center Sections:

– Personal Profile – Institution Profile– Manage Users– Manage Your Survey– Survey Results– Resources– Directory

Page 15: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Survey Process: Manage Your SurveySurvey Process: Manage Your Survey

Eight Sections:

• Preferences

• Customization

• Preview

• Representativeness

• Monitor Survey Progress

• Incentive Winners

• Post Hoc

• Evaluation

*Sections must be completed in order

Page 16: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: PreferencesManage Your Survey: Preferences

Fields marked with * are required

Page 17: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization - Local QuestionsCustomization - Local Questions

Page 18: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization - DisciplinesCustomization - Disciplines

• 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

Page 19: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization – Standard DisciplinesCustomization – Standard Disciplines• Agriculture/Environmental

Studies• Architecture• Business• Communications/

Journalism• Education• Engineering/Computer

Science• General Studies• Health Sciences

• Humanities• Law• Military/Naval Science• Other• Performing & Fine Arts• Science/Math• Social Sciences/

Psychology• Undecided

*Note: Disciplines are for an Academic Library

Page 20: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization – Customized DisciplinesCustomization – Customized Disciplines

• Use your local terminology to map to the standard disciplines

• Cautions:

– Need to provide representativeness data for each discipline

– Too many choices present challenges to users

Page 21: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization – Customized DisciplinesCustomization – Customized Disciplines

Page 22: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization - Standard DisciplinesCustomization - Standard Disciplines

*Note: Disciplines are for an Academic Library

Page 23: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization - Customized DisciplinesCustomization - Customized Disciplines

*Note: Disciplines are for an Academic Library

Page 24: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Customization – Library BranchCustomization – Library Branch

The library you use most often.

Page 25: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Manage Your Survey: Previewing and Approving Your SurveyPreviewing and Approving Your Survey

Preview• Complete at least one full run

of your preview survey• Test in different settings,

using different platforms and Web browsers

• Get library staff involved in testing

Approved• Can no longer make changes• Live survey URL will appear at

the top of the “Manage Your Survey” page marked as Survey URL

Page 26: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Sending RemindersSending Reminders

• 3-5 reminders to sample populations

• Include a thank you to respondents who have completed the survey

• Boost marketing efforts around campus– More flyers, table tents, ads in campus

newspaper– Get professors and other staff involved– Increase number or types of incentives

Page 27: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Completing Your Manage Your Survey: Completing Your Representativeness QuestionnaireRepresentativeness Questionnaire• Determines how your institutional profile compares to

your survey data• Requires the following information:

– # of individuals per user group– # of individuals within each discipline– # of males and females– Library Statistics

• Volumes added during the year – Gross/Total (including e-books)• Total number of current serials received (including electronic serials)• Total library expenditures (U.S. dollars)• Personnel – professional staff, full-time equivalent (FTE)• Personnel – support staff, full-time equivalent (FTE)

• Must be completed BEFORE closing survey

Page 28: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Completing Your Manage Your Survey: Completing Your Representativeness QuestionnaireRepresentativeness Questionnaire

Representativeness Representativeness CompletedCompleted

Representativeness Representativeness NOT CompletedNOT Completed

Page 29: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Closing Your SurveyManage Your Survey: Closing Your Survey

• We recommend a survey run of at least 3 weeks

• Once you close your survey:– Retrieve list of incentive winners– Fill out Post Hoc and Evaluation

Questionnaires

Page 30: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Manage Your Survey: Completing Post Hoc Manage Your Survey: Completing Post Hoc & Evaluation Questionnaires& Evaluation Questionnaires

Post Hoc Questionnaire• Information about your

survey– Sample size– # of e-mails sent– #of invalid e-mail

addresses– Incentives offered– Marketing techniques– Etc.

Evaluation Questionnaire• Feedback about your

LibQUAL+® experience• All survey liaisons and

assistants are encouraged to complete this questionnaire

Page 31: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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LibQUALLibQUAL++®® Management Center: Management Center: Retrieving Survey ResultsRetrieving Survey Results• Survey Results Notebook (PDF)

– Individual & Group Analyses• Comments

– About half of users provide comments– Download to a text or Excel file under Monitor Survey

Progress (see Manage Your Survey)• Excel data files• SPSS (delivered 2-3 months after survey)• Additional Services:

– Customized Discipline Analysis– Library Branch Analysis– Other Customized Analyses (upon request)– Print Copies

Page 32: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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General Discussion General Discussion and Q&Aand Q&A

Page 33: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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Summary and ClosureSummary and Closure

Page 34: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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LibQUAL+LibQUAL+®® Resources Resources

• LibQUAL+® Web site:http://old.libqual.org

• Publications:http://old.libqual.org/publications

• Events and Training:http://old.libqual.org/events

• Gap Theory/Radar Graph Introduction:http://old.libqual.org/Information/Tools/libqualpresentation.cfm

• LibQUAL+® Procedures Manual:http://old.libqual.org/Publications/index.cfm

Page 35: LibQUAL+ ® Survey Administration American Library Association Midwinter Meeting Philadelphia, PA January 14, 2008 MaShana Davis Technical Communications

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The The LibQUAL+LibQUAL+®® Team Team• MaShana Davis

Technical Communications [email protected]

• Yolanda GlassAdministrative [email protected]

• Kristina JusthCustomer Relations [email protected]

• Martha KyrillidouDirector, Statistics and Service Quality [email protected]

• Gary RoebuckTechnical Operations [email protected]