1. www.arl.org ARL Library Investment Index: why is it important? Chania, Crete, Greece May, 2009 Presented by Brinley Franklin Martha Kyrillidou Colleen Cook Bruce Thompson

2. www.arl.org The real husky!

3. www.arl.org New Ways of Measuring Collections Task Force Summary of activities http://www.arl.org/stats/aboutstats/tfnewways.shtml Composition (convened Dec. 2004) –Statistics –Research Collections –Membership Process (Spring-Summer 2005) –Interviews of 100 ARL members

4. www.arl.org Most Important Issues Data is not expressing uniqueness of materials Relevance to teaching, learning, research not adequately reflected Collections go beyond printed volumes Research library is more than collections – include its services; ARL is not telling the story Increase in expenditures for Electronic Resources Ownership to Access Consortial relationships/cooperative collection development

5. www.arl.org Most Important Issues (cont) Shared storage facilities Duplicate serials based on bundling Special collections not reflected ARL Membership Committee wasn’t basing membership on Membership Index

6. www.arl.org Purpose of Measuring Historical significance of long dataset to show trends Accounting for university’s investment Comparison; benchmarking But, ARL Membership Index had become “misunderstood, misleading, and unhelpful”

7. www.arl.org October 2005 Task Force Recommendations to ARL Board Exploratory factor analysis Profile of contemporary research library New meaningful measures development Publication of the membership index

8. www.arl.org Consultant Reports Engaged Spring 2006 Quantitative (Bruce Thompson) –Confirm membership index –Established new expenditures-focused index –http://www.arl.org/stats/index/index.shtml Qualitative (Yvonna Lincoln) –Profile www.arl.org/resources/pubs/mmproceedings/ 149mmproceedings.shtml

9. www.arl.org Action Agenda Reserve current membership index for membership issues Implement Library Investment Index (previously named expenditures-focused index); report these index scores to Chronicle of Higher Education Begin to develop service-based index Revise definitions of collections-related data categories, especially serial counts Collect qualitative data for individual member profiles that demonstrate the library’s value to its parent institution and to the broader research community

10. www.arl.org The story of two indices Historical Criteria Index or Membership Criteria Index Library Investment Index (previously named Expenditures-focused Index) Volumes Held Volumes added gross Current Serials Total Expenditures Professional plus support staff Total Expenditures Salary Expenditures Materials Expenditures Professional plus support staff

11. www.arl.org

12. Are they really different?

13. www.arl.org ARL Historical Criteria Index (previously named ARL Membership Criteria Index) Variance Explained from Principal Component Analysis EigenValue% of Variance 2002-034.5390.50 2003-044.4689.23 2004-054.4087.94 2005-064.3987.94 2006-074.0881.7

14. www.arl.org Library Investment Index Principal Component Analysis –Variance Explained = 92.6% Variables: Total Expenditures Salary Expenditures Materials Expenditures Professional plus Support Staff

15. www.arl.org Challenge..measuring the size of library collections cannot be what it used to be … Martha Kyrillidou, “Reshaping ARL Statistics to capture the new environment” Feb 2008, http://www.arl.org/bm~doc/arl-br-256-stats.pdf

16. www.arl.org Profile elements as identified by Task Force services to the library and scholarly community distinctive research-oriented collections and resources of national significance in a variety of media the nature of use made of the collections and services by faculty, students, and visiting scholars the preservation of research resources the leadership and external contributions of the staff to the profession the effective and innovative use of technology consortial memberships (including cooperative collection development and preservation efforts) important locally created digital collections library collaborations with faculty.

17. www.arl.org Celebrating Research Brief descriptions are offered of the special collections at each library http://www.celebratingresearch.org/libraries/index.shtml

18. www.arl.org More info … www.arl.org/stats/