Transcript Slides - LOEX Annual Conference
Reducing digestible tidbits from meaty stock:
Satisfying varied tastes with an attractive instructional assessment menu
Erika Bennett, Jennie Simning, & Kim Staley Capella University Library LOEX 2011
How are you turning your data into persuasion?
1) The Hoarder
How are you turning your data into persuasion?
2) The Philosopher
Meanwhile we have hungry people waiting...
How are you turning your data into persuasion?
• • • • • • 3) Data informs your Actions You pose questions that data can answer You gather You analyze statistically You propose actions You carry out and test the actions Everybody knows what important measures you collect and why.
So this session is for you if…
• • • You collect streams of data that never see the light of day. There is data you wish you had quickly at hand.
You struggle reconciling decision-makers’ demands with instructional best practices.
Objectives
1. Prepping the Menu: Who is our audience and what are trying to give them?
2. Equipment: Why scorecards and dashboards?
3. From the Pantry: What do we have already?
4. Preparing the meal: Gathering measures & metrics and creating scorecards and dashboards.
5. Plating and Garnish: Using technology for attractive dashboard displays & infographics.
About Us
• • • • • Capella is a regionally accredited online university 39,900+ students Avg. age is 39 Instruction Librarian Team In-house library, 2007
Education Business
Prepping Our Menu
The Big Trends
• • • In IL assessment – Moving toward larger scale value assessments In business assessment – Balanced assessments of business performance Significant parallels!
Similar development cycles
IL Assessment (ILIAC)
1. Review learning goals 2. Identify learning outcomes 3. Create learning activities 4. Enact learning activities 5. Gather data 6. Interpret & analyze data 7. Communicate data, enact decisions, & seek improvement
Balanced Scorecards
1. Identify perspectives & strategic themes 2. Identify objectives & causal links 3. Create metrics & measures 4. Develop targets & goals 5. Gather data 6. Interpret & analyze data 7. Communicate data, enact decisions, & seek improvement
Equipment
Assessment Tools
• • • Scorecards Dashboards Often confused…
Scorecards
What are Scorecards?
- Tool for managing performance - Report card on the organization’s
performance.
- Key objectives - Measures & Metrics - Goals or targets
Scorecard example
From Dagan, 2007
Scorecard example
http://www.metricus.jp/index.php/itil/metricus-modules/modules-for-itil best-practices/request-fulfillment-management.html
Scorecard example
http://tandyjacque.narod.ru/balanced-scorecard-example.html
Dashboards
What are Dashboards?
- Tool for monitoring
performance
- Summarize scorecard data - Snap-shot view of most
important metrics.
- Often graphical, like gauges on
the dashboard of your car.
Dashboard example
Dashboard example
http://www.spiderstrategies.com/blog/index.php/2009/10/stunning-dashboards-from-scott/
Beyond the Stereotype
• • Proactive tools Flexible tools
From the Pantry
Shared Responsibility
Narrow “Old world” Library Instruction
1. Focusing a Topic
2. Sources: Background 3. Searching the Catalog 4. Search Terms 5. Searching Periodicals
6. ID-ing Reference Sources
7. Citation & References 8. Library Classification 9. Etc.
Shared Responsibility
Contemporary IL Instruction
1. Determine Info Need 2. Research Methods 3. Scholarly Communications 4. Information Technology 5. Evaluating Info Sources 6. ID-ing Reference Sources 7. Economic, political, legal and cultural contexts 8. Evaluating info content 9. Etc.
Our Data Network
Strategy Alignment
Strategy Map
A clear illustration of long-term strategy
Strategy Map
A clear illustration of long-term strategy
Strategy Mapping
http://www.moe.edu.bn/image/image_gallery?img_id=31478
Strategy Mapping
Classic Perspectives:
1. Customer 2. Financial 3. Internal Processes 4. Learning & Growth
Strategy Mapping
Our Perspectives
:
1. Learner 2. Financial 3. Internal Processes 4. Learning & Growth
Strategy Mapping
Our Perspectives: 1. Learner 2. National Standards 3. Internal Processes 4. Learning & Growth
Strategy Mapping
Our Perspectives: 1. Learner 2. National Standards 3. Internal Processes 4. Learning & Growth
Our Strategy Map
Our Perspectives: 1. Learner 2. National Standards 3. Internal Stakeholders 4. Learning & Growth
Our Strategy Map
• • • •
Perspectives
Learner National Internal Growth
• • • •
Learner National Internal Growth
Our Strategy Map
Strategic Themes
Strategic Themes
• • Memorable and motivational names of 3-5 words. Defensible with good execution.
Our Strategy Map
• • • •
Learner National Internal Growth Lifelong Learning Program Integration Great Teaching Assessment as Learning
Strategic Themes Initiatives
WE
Preparing the Meal: Scorecards & Metrics
Instruction Strategic Scorecard
• • • Key Performance Indicators (KPIs) Targets and Benchmarks SWAG approach
Academic Scorecard Example
From: http://www.osu.edu/academicplan/2006scorecard.pdf
Metric Review Questions
• What action will I take if I see significant change in this metric?
flatlines and spikes • Will that action control the process in the way needed?
• Will measuring this metric change the behavior and action (learning) as I want?
Raw Data
Dealing with the Raw Data
•
Our Solution:
Operational Scorecards with Dashboard components
Ramekins of Data
• Built a relevant 2011 sheet for each category/ venue: – – Webinars Self-directed Tutorials – LibGuides – First Course Experience – – Collaboratives Residencies
Plating & Garnish
Plating & Garnish
• Executive Dashboards – Revisit definition/tips/sam ples?
Dashboard example
http://www.spiderstrategies.com/blog/index.php/2009/10/stunning-dashboards-from-scott/
Analytical Add-ons
• •
Bissant SparkMaker BonaVista Microcharts
• • •
Columns Minipies Bullet Graphs
Add-ons
http://www.vertex42.com/ExcelArticles/sparklines.html
• • •
Sparklines
Scatter Plots Whiskers
Add-ons
What if, for YOU…
EXCEL EXCELLENCE
Plating & Garnish
• New Technologies – Cloud/Freeware options • Bittle : Reporting and dashboards • Style Scope free edition : Dashboards • Active Dashboard : Dashboards – Infographics for specific situations • Creately : Diagrams and collaboration • Stat Planet : Interactive maps and graphs • Tufte’s VUE : Visual Understanding Environment
Wrap Up/Q&A
Bibliography from Handout
Balanced Scorecards for Libraries & Higher Education:
• Matthews, J. R. (2008). Scorecards for results: A guide for developing a library balanced scorecard. Westport, Conn: Libraries Unlimited.
• Lyddon, J., & McComb, B. (2008). Strategic reporting tool: Balanced scorecards in higher education. Journal of Applied Research in the Community College, 15(2), 163. Retrieved from http://www.ncccrp.org/ • Bielavitz, T. (2010). The balanced scorecard: A systemic model for evaluation and assessment of learning outcomes? Evidence Based Library & Information Practice, 5(2), 35-46. Retrieved from http://ejournals.library.ualberta.ca/index.php/EBLIP • Lyddon, J., & McComb, B. (2008). Strategic reporting tool: Balanced scorecards in higher education. Journal of Applied Research in the Community College, 15(2), 163. Retrieved from http://www.ncccrp.org/
Bibliography from Handout
Scorecards and Dashboards:
• Person, R. (2009). Balanced scorecards and operational dashboards with Microsoft Excel. Indianapolis, IN: Wiley.
• Dagan, B. (2007). Dashboards and scorecards aid in performance management and monitoring. Natural Gas & Electricity, 24(2), 23-27. Retrieved from http://www.wiley.com/WileyCDA/WileyTitle/productCd-GAS.html
• Hursman, A. (2010). Diagnosis: Dashboredom. Information Management, 20(6), 14-17. Retrieved from http://www.sourcemedia.com
• Schiff, C. (2008). Three things you should know about dashboards. DM Review, 18(6), 29-29. Retrieved from http://www.information-management.com
• Butler, L. M. (2007). Warning lights. Connection: The Journal of the New England Board of Higher Education, 21(5), 31. Retrieved from http://www.nebhe.org/
Bibliography from Handout
• • • • • • • •
Information Literacy Assessment:
Gilchrist, D., & Zald, A. (2008). Instruction & program design through assessment. In C. N. Cox, & E. B. Lindsay (Eds.), Information Literacy Instruction Handbook (pp. 164-192). Chicago: Association of College and Research Libraries.
Oakleaf, M. (2009). The information literacy instruction assessment cycle: A guide for increasing student learning and improving librarian instructional skills. Journal of Documentation, 65(4), 539-560. doi:10.1108/00220410910970249 Oakleaf, M. (2011). Are they learning? Are we? Learning outcomes and the academic library. Library Quarterly, 81(1), 61-82. Retrieved from http://www.journals.uchicago.edu/toc/lq/current Oakleaf, M., & Kaske, N. (2009). Guiding questions for assessing information literacy in higher education. Portal: Libraries and the Academy, 9(2), 273-286. Retrieved from doi:10.1353/pla.0.0046 Poll, R., & Payne, P. (2006). Impact measures for libraries and information services. Library Hi Tech, 24(4), 547-562. doi:10.1108/07378830610715419 Oakleaf, M. (2009). Writing Information Literacy Assessment Plans: A guide to best practice. Communications in Information Literacy, 3(2), 80-89. Retrieved from http://www.comminfolit.org/index.php/cil Orcutt, D. (Ed.). (2010). Library data: Empowering practice and persuasion. Santa Barbara, CA: Libraries Unlimited.
Thompson, G. B. (2002). Information literacy accreditation mandates: What they mean for faculty and librarians.
Library Trends, 51(2), 218. Retrieved from http://www.press.jhu.edu/journals/library_trends/
Bibliography from Handout
• • • • • •
Free Infographic creation software:
Infographic software links compiled by Melodie Brewer: http://melodiebrewer.com/data%20visualization.html
Creately: http://creately.com/ Tableau: http://www.tableausoftware.com/public/ Hohli: http://charts.hohli.com/ Stat Planet: http://www.sacmeq.org/statplanet/
Visual Understanding Environment (VUE):
http://vue.tufts.edu/ • •
Free statistical software:
List of links: http://www.freestatistics.info/index.php
Many Eyes: http://www 958.ibm.com/software/data/cognos/manyeyes/
Additional Capella program-focused Pubs & Presentations
• • • • • • • • Staley, K., Brothen, E. & Bennett, E. ACRL Virtual – 2011; “When Nontraditional is the Norm: Shifting the Instruction Paradigm for Adult Students.” Link 1 & Link 2 .
Bennett, E. & Brothen, E (2010). Citation Analyses as a Prioritization Tool for Instruction Program Development.
Journal of Library Administration.
50(5/6).
Bennett, E., & Simning, J. (2010). Embedded Librarians and Reference Traffic: A Quantitative Analysis. Journal of Library Administration. 50(5/6).
Sollien, J., Pohlman, J. & Waitz, E. Environment” Link 2 . ACRL 2009 “Challenges for Distance Students and Distance Librarians: Taking Advantage of the Online ARLD Day 2009 “Reference Data in Action: Explore the Possibilities.” Brothen, E., Berg, S., & Bennett, E. (2009). Maximizing the value of reference data: A case study. In D. Orcutt (Ed.), Library data: Empowering practice and persuasion (Chapter 11). Santa Barbara, CA: Libraries Unlimited. Veal, R., & Bennett, E. (2009). The virtual library liaison: A case study at an online university. Journal of Library Administration, 49(1/2), 161-170. Bennett, E. (July 2008). eLearning: Libraries increasingly help steer the ship. Elsevier’s Library’s Connect Newsletter : v6(3).