tableau unleashed: visualizing library data · 2014-08-11 · tableau unleashed: visualizing...

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Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library Rachel Lewellen, Assessment Librarian, UMass Amherst Libraries Sarah Murphy, Coordinator of Assessment, The Ohio State University Libraries Library Assessment Conference Building Effective, Sustainable, Practical Assessment August 4, 2014

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Page 1: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Tableau Unleashed: Visualizing Library Data

Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Rachel Lewellen, Assessment Librarian, UMass Amherst Libraries

Sarah Murphy, Coordinator of Assessment, The Ohio State University Libraries

Library Assessment Conference Building Effective, Sustainable, Practical Assessment August 4, 2014

Page 2: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Tableau Supports Library Assessment

• Integrate querying, exploring, andvisualization of data into a single process;

• Produce flexible, in-depth, multi-dimensional,and interactive displays;

• Access and drill-down into data directly,minimizing data silos while saving employeetime; and

• Transition from static to dynamic reporting

Page 3: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Questions Guiding Our Discussion

• Discuss how your library has incorporatedTableau into its assessment program.

• What impact has Tableau had on your abilityto make sense of large data sets, make dataaccessible, and improve stakeholdercommunications?

• Where does Tableau fit in your library’s datastrategy?

Page 4: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/OSUL_ResearchServicesDashboard

Page 5: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/OSUL_ResearchServicesDashboard

Page 6: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/OSUL_ResearchServices

Page 7: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/OSUL_ResearchServices

• Blends data from LibAnswers and previous

incarnations of the OSU Libraries’ Ask

Database

• Over 200,000 rows

• May post a data set with up to 1 million rows

on Tableau Public

Page 8: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/GateCount

Page 9: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/GateCount

Page 10: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

http://go.osu.edu/GateCount

Page 11: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

Page 12: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

Page 13: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

Page 14: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

Page 15: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

Page 16: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowing)2010-

• Data blended from ILLIAD, Sierra, and other

sources

• Librarians assigned to user department

• User department not a good surrogate for

interdisciplinary research areas

Page 17: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowingLanguages)2010-

Page 18: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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UNIVERSITY LIBRARIES

ILLIAD(AllBorrowingLanguages)2010-

Page 19: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

UMass Amherst Libraries

Rachel Lewellen

Assessment Librarian

August 4, 2014

Tableau at UMass Amherst

Page 20: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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Guiding Questions

Tableau is a major component of our assessment program

• Increase our capacity to use library data

• Analyze and communicate data

• Support decision making

• Practical department level decisions

• Broad collection, service, and facilities implications

• Demonstrate fiscal accountability and budgetary needs

Page 21: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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Selector Dashboard

Page 22: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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Non Circulating Items with Duplication Status

Page 23: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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LC Class, FY 2011-2013

Page 24: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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School and College Total - FY11-14

Page 25: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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School and College Total with Circ – FY11-13

Page 26: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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Order Group Total – FY11-13

Page 27: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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EBL Dashboard by Library

Page 28: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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EBL Use Summary Dashboard

Page 29: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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EBL Trigger Purchase Scenarios

Page 30: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

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Spreadsheet Compared to Visual Display

Page 31: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Jeremy Buhler

Assessment Librarian

[email protected] August 4, 2014

Tableau at UBC Library Drilling into the data

Page 32: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

An effective dashboard answers a specific question. An effective dashboard leads to more and better informed questions. Tableau makes it easier to respond.

Page 33: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Example #1 How is the circulation workload distributed across UBC Library branches?

Page 34: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library
Page 35: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

2013/14 circulation: % activity by month

Summer

24% of annual total

38%

10%

Page 36: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

2013/14 circulation: % activity by hour

6-10pm

16% of daily total

10%

Page 37: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

2013/14 circulation: % activity by hour

Discharging

items later in the

day to improve

workload balance

Page 38: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Example #2 What do LibQUAL results tell us about respondents’ priorities?

Page 39: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

LibQUAL: visualizing results

orange band is the range between

minimum (6.8) and desired (8.2)

service levels

blue dot shows perception of the

service UBC Library provides

LibQUAL service levels

desired

perceived

minimum

Page 40: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

LibQUAL: performance by service area

Page 41: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

The printed

library materials I

need for my work

LibQUAL: change across user groups Collections and access priorities

Page 42: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

LibQUAL: change over time The printed library materials I need for my work

Health Sciences Humanities Science/Math Social Sciences

Page 43: Tableau Unleashed: Visualizing Library Data · 2014-08-11 · Tableau Unleashed: Visualizing Library Data Jeremy Buhler, Assessment Librarian, University of British Columbia Library

Recommended reading Few, Stephen. Information dashboard design: The effective visual communication of data. O’Reilly, 2006.