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LibQUAL+® 2007: An Introduction MaShana Davis and Martha Kyrillidou Association of Research Libraries American Library Association (ALA) Midwinter Meeting Seattle, WA January 22, 2007 old.libqual.org Overview • Research Foundation and Current Uses of LibQUAL+® • Preparing to Implement the Survey • The Survey Process: Initial Steps • Mapping Disciplines • Approving and Running Your Survey • General Discussion and Q&A old.libqual.org LibQUAL+® Background and Overview old.libqual.org Reference Transactions Reference Transactions 170,000 160,000 150,000 140,000 130,000 120,000 110,000 100,000 19 91 19 92 19 93 19 94 19 95 19 96 19 97 19 98 19 99 20 00 20 01 20 02 90,000 old.libqual.org Assessment “The difficulty lies in trying to find a single model or set of simple indicators that can be used by different institutions, and that will compare something across large groups that is by definition only locally applicable—i.e., how well a library meets the needs of its institution. Librarians have either made do with oversimplified national data or have undertaken customized local evaluations of effectiveness, but there has not been devised an effective way to link the two.” Sarah Pritchard, Library Trends, 1996 old.libqual.org Multiple Methods of Listening to Customers • • • • • • • • • • • Transactional surveys* Mystery shopping New, declining, and lost-customer surveys Focus group interviews Customer advisory panels Service reviews Customer complaint, comment, and inquiry capture Total market surveys* Employee field reporting Employee surveys Service operating data capture *A SERVQUAL-type instrument is most suitable for these methods Note. A. Parasuraman. The SERVQUAL Model: Its Evolution And Current Status. (2000). Paper presented at ARL Symposium on Measuring Service Quality, Washington, D.C. old.libqual.org The LibQUAL+® Premise PERCEPTIONS SERVICE “….only customers judge quality; all other judgments are essentially irrelevant” Note. Zeithaml, Parasuraman, Berry. (1999). Delivering quality service. NY: The Free Press. old.libqual.org 13 Libraries English LibQUAL+™ Version 4000 Respondents Emergent 2000 QUAL PURPOSE Describe library environment; build theory of library service quality from user perspective LibQUAL+® Project DATA Unstructured interviews at 8 ARL institutions ANALYSIS Content analysis: (cards & Atlas TI) PRODUCT/RESULT Case studies1 Valid LibQUAL+™ protocol LibQUAL+™ QUAN Test instrument Web-delivered survey Reliability/validity analyses: Cronbachs Alpha, factor analysis, SEM, descriptive statistics Scalable process Enhanced understanding of user-centered views of service quality in the library environment2 QUAL Refine theory of service quality Unstructured interviews at Health Sciences and the Content analysis Smithsonian libraries Cultural perspective3 QUAL Refine LibQUAL+™ instrument E-mail to survey administrators Content analysis Refined survey delivery process and theory of service quality4 QUAN Test LibQUAL+™ instrument Web-delivered survey Reliability/validity analyses including Cronbachs Alpha, factor analysis, SEM, descriptive statistics Refined LibQUAL+™ instrument5 Focus groups Content analysis QUAL Refine theory Iterative Vignette Re-tooling 2004 315 Libraries English, Dutch, Swedish, German LibQUAL+™ Versions 160,000 anticipated respondents old.libqual.org Local contextual understanding of LibQUAL+™ survey responses6 Dimensions 2000 2001 2002 2003-2007 41 items 56 items 25 items 22 items Affect of Service Affect of Service Service Affect Service Affect Library as Place Library as Place Library as Place Library as Place Reliability Reliability Personal Control Information Control Provision of Physical Collections Self-Reliance Information Access Access to Information Access to Information old.libqual.org Survey Structure (Detail View) old.libqual.org Rapid Growth in Other Areas • Languages – – – – – – – – – – – • Types of Institutions Afrikaans American English British English Chinese Traditional (2007) Danish Dutch Finnish French German Norwegian Swedish • Consortia – Each may create 5 local questions to add to their survey • Countries – Australia, Canada, Denmark, Egypt, Finland, France, Hong Kong, New Zealand, the Netherlands, Norway, South Africa, Sweden, Switzerland, UAE, U.K., U.S. old.libqual.org – – – – – – – – – – – – – – – – – – Academic Health Sciences Academic Law Academic Military College or University Community College Electronic European Business Family History FFRDC High School (2007) Hospital National Health Service England Natural Resources New York Public Public Smithsonian State University/TAFE ® LibQUAL+ Participants old.libqual.org ® LibQUAL+ Participants old.libqual.org LibQUAL+® Surveys by Type Years 2000 2003 2004 Academic law 1 25 Academic military 6 College or university 13 2001 41 Community college 2002 2005 2006 10 6 1 111 244 150 201 219 16 29 3 15 27 Electronic 1 European business 5 16 Family history library 1 2 FFRDC Health sciences library 1 35 23 Hospital 5 1 13 13 9 10 1 1 National Health Service Eng. 10 Natural Resources New York Public library 4 1 Public Smithsonian 4 1 State old.libqual.org 1 3 1 3 2 1 1 1 University/TAFE 1 LibQUAL+® Languages American English French Canadian Swedish British English Afrikaans Dutch English Dutch Continental French Swedish (British English) German Norwegian Finnish Danish old.libqual.org LibQUAL+® Surveys by Language 2000 2001 2002 2003 2004 Afrikaans American English 13 42 164 British English 2005 2006 4 1 285 176 207 236 20 22 31 50 Danish 1 Dutch Dutch English 1 1 2 1 2 Finnish 1 French Canadian 2 French Continental 1 4 1 1 German 1 Norwegian 1 Swedish 5 2 Swedish British English 1 1 Swedish English (A.E.) 2 old.libqual.org 1 LibQUAL+® Surveys by Consortia Years 2000 AAHSL 2001 2002 2003 2004 2005 1 35 21 14 12 AJCU-Academic 20 2006 7 21 AJCU-Law 1 Alabama Academic (NAAL) 10 CES 1 8 2 6 Church Libraries and Archives 7 CUNY Libraries 19 CONSULS 5 CUC Group 8 EBSLG 6 Research Centers (FFRDC) Libraries 17 5 Georgia Consortium 19 Harrisburg Area Community Colleges 5 Keystone Library Network 15 Hospital/MLA 7 old.libqual.org LibQUAL+® Surveys by Consortia (cont’d) Years 2000 2001 2002 2003 2004 2005 Mass-LSTA 2006 5 MERLN 6 National Health Service England 10 North Carolina Community Colleges 15 NELLCO 8 NY3Rs 76 2 1 Oberlin Group 12 9 13 2 45 1 14 2 20 17 16 20 State Universities of Florida 6 2 1 University of Wisconsin System 14 12 1 OhioLINK 57 SCONUL VALE old.libqual.org Participating Libraries by Country Country 2000 2001 2002 2003 Australia Canada 1 3 4 8 2004 2005 2006 1 6 2 10 15 11 Denmark 1 2 Egypt 1 2 Finland 2 France 1 Ireland 1 Netherlands 1 2 1 1 2 5 New Zealand 1 Norway 2 South Africa Sweden 3 Switzerland 2 U.A.E. 1 U.K. 20 old.libqual.org 17 12 8 4 4 2 16 33 Surveys by Session: 2004-2006 Year Session 1 Session 2 2004 202 2 2005 199 56 2006 205 93 old.libqual.org World LibQUAL+® Survey old.libqual.org Preparing for the Survey Implementation old.libqual.org Why is Your Library Participating in LibQUAL+® ? • Institutional goals: – what do you want to get out of the survey? • Survey requirements: – people, supplies, technology old.libqual.org Get Permission from your Institutional 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 old.libqual.org Get Permission from your Institutional 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 old.libqual.org Determine Whom to Survey • Random sample or • Entire population old.libqual.org 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 old.libqual.org If You Survey the 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 old.libqual.org Obtain Email Addresses • Typical sources include: – Campus computing office – Campus administrative records office – Library patron database old.libqual.org Marketing 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 old.libqual.org Become Familiar with LibQUAL+® Resources • Management Center http://www.libqual.org/Manage/index.cfm • LibQUAL+® Procedures Manual http://www.libqual.org/Manual/index.cfm – Updated Version – September 2006 – Much more detail • Discussion list [email protected] old.libqual.org The LibQUAL+® Management Center old.libqual.org The Survey Process: Initial Steps old.libqual.org Survey Process: Initial Process The Beginning of the Survey Process old.libqual.org Survey Process: Initial Process • Preferences – – – – – • Customization Language (REQUIRED) Survey Start & End Dates Local Incentive (REQUIRED) SPSS Data File Delivery Support E-mail Address (REQUIRED) – Upload Institution’s Logo (REQUIRED) old.libqual.org – Local Questions – Disciplines – Branch Libraries Survey Process: Preferences old.libqual.org Survey Process: Customization Local Questions old.libqual.org Survey Process: Customization Branch Libraries The library do you use most often. old.libqual.org Mapping Disciplines old.libqual.org Mapping Disciplines • Results notebooks summarize findings by user group and provide a chart for, both, standard and custom disciplines • Standard disciplines • Customized disciplines – Recommend no more than 16 disciplines, if possible old.libqual.org The 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 old.libqual.org 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 old.libqual.org Standard Disciplines: An Academic Library old.libqual.org Customized Disciplines: An Academic Library old.libqual.org Approving and Running Your Survey old.libqual.org Previewing and Approving Your Survey Preview Approved • 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 • Can no longer make changes • Live survey URL will appear at the top of the “Manage Your Survey” page marked as Survey URL old.libqual.org Reviewing Comments • About one-half of users include comments on their survey • Download via the Monitor Survey Progress page (Excel file or text file) http://old.libqual.org/Manage/Results/Comments/index.cfm old.libqual.org Sending Reminders • 3-5 reminders to sample populations • Thank respondents who have completed the survey • Boost up marketing efforts around campus – More fliers, table tents, ads in campus newspaper – Get professors and other staff involved old.libqual.org Completing Your Representativeness 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 complete before closing survey old.libqual.org Completing Your Representativeness Questionnaire Representativeness Completed Representativeness NOT Completed old.libqual.org Closing Your Survey • We recommend a survey run of at three weeks • Once you close your survey: – Retrieve list of incentive winners – Fill out Post Hoc and Evaluation Questionnaires old.libqual.org Completing Post Hoc and 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 old.libqual.org General Discussion and Q&A old.libqual.org Summary and Closure old.libqual.org LibQUAL+® 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 old.libqual.org The LibQUAL+® Team • MaShana Davis Technical Communications Liaison [email protected] • Yolanda Glass Administrative Assistant [email protected] • Richard Groves Customer Relations Coordinator [email protected] • Martha Kyrillidou Director, Statistics and Service Quality Programs [email protected] old.libqual.org