1. Planning and Executing Library Assessment: Basic Methods and Tools
Lesley Moyo
Associate University Librarian for Public Services
University of Wisconsin-Madison Libraries • Madison, WI 53706

2. Presentation Outline Success factors in library assessment
Introduction
Planning library assessment
Executing library assessment
Tools for library assessment
Success factors in library assessment
Examples and interactive session
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

3. Introduction
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

4. Introduction Assessment versus Evaluation
Role of assessment in higher education
Types of assessment
Assessment in the library environment
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

5. Planning Library assessment
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

6. Establishing/Managing an assessment program
Establish a strong rationale for assessment
Invest resources to cultivate program
Identify areas you will assess
Identify appropriate metrics
Identify and leverage available skills and expertise
Establish a community of practice
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

7. UW-Madison libraries assessment program
Assessment has occurred before but not on a programmatic basis
Program was established 2015:
Appointment of Assistant Director for Assessment
Formation of an Assessment Council
Establishment of assessment framework to guide Council
Community of practice: Learning together
Action plan to follow
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

8. Recent focus of library assessment
Student learning and outcomes
Library impact on student success
Collections use
Library space use
Usability of library online resources
Library impact on research and scholarship
User satisfaction
Benchmarking
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

9. Success factors in library assessment
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

10. Success factors and best practices
Establish assessment structure and leadership
Align with library and campus missions
Make assessment pervasive
Seek partnerships and engage with stakeholders
Build commitment
Planning/designing your assessment is the most critical component
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

11. Assessment plan decisions
What is the purpose of your assessment?
What and how are you assessing?
What questions are you trying to answer?
What data is needed to answer those questions?
What will you measure?
What metrics will you use?
How will you analyze results?
How will you present your results?
How will you communicate your results?
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

12. Skills and competencies
IRB protocols
Research design and methods
Instrument development
Statistical analysis
Analytics
Data visualization
Project management
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

13. Executing library assessment
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

14. <Interactive Session>
Methods
Choosing a method
Quantitative
Qualitative
Mixed methods
Designing the study
<Interactive Session>
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

15. Tools for library assessment
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

16. Common online tools Survey platforms: Statistical software Qualtrics
SoGo Survey
SurveyMonkey
Statistical software
SPSS
SAS
JMP
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

17. Examples and interactive session
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

18. Current Qualtrics surveys
<Interactive Session>
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

19. <Interactive Session>
Analysis using SPSS
<Interactive Session>
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

20. Q&A
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •

21. Thank you
Lesley Moyo Associate University Librarian for Public Services University of Wisconsin-Madison General Library System 372J Memorial Library 728 State Street Madison, WI Office: Mobile:
University of Wisconsin-Madison Libraries • Madison, WI Phone: (608) •