Performance Measures: Illustrating Value to Your Community

Rebecca Jones, Managing Partner, Dysart and Jones Associates

  • Can we talk? How’s your value measuring up?
  • Measures begin and end with conversations
  • Measure new things in new ways
    • Listen
    • Context
    • Define your success
  • Listen, then learn to convey

Meaningful measures:

  • those that matter to you and to your stakeholders
  • Demonstrate that the library makes a difference
  • Focus attention on what is being donne and what is most important for the organization.
  • Measures are for decision-making
  • Are critical for managing, planning and decision-making
  • Are organization-dependent and must be connected from strategic directives to employees
  • they focus on what you are doing.

From a morning session: if what you’re doing isn’t getting results, why do you continue to do it?

Underlying assumptions

  • Joe Matthews (Measuring for Results book)
  • We don’t have a culture of assessment
    • difficult and complex
    • most measures indicate past performance
    • no cause-and-effect relationship between measures
    • Performance measures quantitative, but library outcomes are largely quantitative
  • Identifying and illustrating depends on conversations (first conversation shouldn’t be when measures are presented) — go when you want something, not bringing them something)

Measures: are, by definition, based on a “beginning” or monitors results against an agreed-to objective or value

Clarity.

The fewer stats you try to convey the better you will be listened to.

What difference did the library make?

Successful organizations:

  • clarity of purpose
  • understand their culture
  • performance measurement
  • system that fits that culture

An effective measurement system:

  • Gauges how well your strategies are progressing
  • Focuses on what matters most to library’s success (Understanding what’s being accomplished rather than on what’s being performed) NOT stats sheet; picture that you tell a story; a paragraph that tells the impact on various segments of comunity.
  • Uses a common language with staff and ecision-makers
  • Specifies owner
  • Is valid

There’s more to value than just the bottom line (marketing from Harrah’s casinos): tangible values; soft tangible values; intangible values.

Informal survey

  • What measures demonstrate the library’s value to its users, students/faculty, university, community or clients?
  • How do you identify the measures?
  • Have you changed them in the past 2-5 years?

Medical Library Association (Federal Libraries Section of the Medical Library Association study coming out).

Studies have replaced statistics in importance.

Stories eat stats for breakfast.

Increasingly, stories have replaced stats:

  • Measures agreed to &/or aligned with decision-maker measures
  • Follow-up debriefs with a few people for impact or “difference made” discussions
  • Time saved + costs avoided: Possibly ideas generated.
  • Internal monitoring vs. decision-maker value
  • Decreasing

Usage stats —

  • looking at them through different binoculars.
  • Who has been using what?
  • Customer satisfaction

Balanced scorecard : connection between strategies and measures (Goals and Measures for each of these)

  • Customer Perspective: how do we look to our clients?
  • Innovation Perspective:  how can we improve and create value?
  • Internal Perspective: how do we look to our funders or stakeholders
  • Financial Perspective: what must we excel at?

Benefits of Scorecard

  • “a very clear understanding of what drives value within your area and what doesn’t”
  • “greater insight into senior management’s (larger organization) strategic plans”
  • “and a better knowledge not only of the strategic role you play within the organization but how you can enhance that role and sit at the decision-making table”

[Missed a good bit of the rest of the session. the stories eat stats comment got me thinking about Kan-ed situation, HB2390 in Kansas, and the Kan-ed impact stories.]

Interpret the data — take it outside the library for others to look at and interpret.

Communicate the results

Focus on the few critical solutions

Measures matter: what we do matters

Studies to link to later:

  • OCLC study
  • ARL study
  • Free Library of Philadelphia CBA

In Pursuit of Library Elegance

John Blyberg, Darien Library

Erica Reynolds, Johnson County Public Library, Johnson County, KS

Based on book “In Pursuit of Elegance: Why the Best Ideas have something missing” Matthew May.

The book spoke to Erica about how design could be done better.

Overall thought: Elegance & excellent solutions: when design works really well, you never notice it. Precious little resources left to libraries; we’d love to stomp all over our problems. If anything, we should subtract, take away. Author, Matthew May is a Toyota consultant.

 

What is elegant?

1. symmetry: simple rules create effective order.

  • Look @ nature
  • math: the more complex a solution, the more easier it is to be wrong.
  • Circ rules??
  • Jackson Pollock painting; Richard Taylor analyzed Pollock paintings, realized he was painting fractals, which aren’t discovered until 1975. This is nature. It’s not random. That’s why Pollock’s are so appealing.

2. seduction: by limiting information, it creates intrigue

  • people that love libraries — that curiosity, that ever-searching need for information.
  • How can libraries building upon curiosity?
  • Build system that plays on people’s curiosity

3. Subtraction: by subtracting we create value and have more impact

  • E vs. not full E
  • restraint and removal can increase impact and value
  • using people’s minds by restraining
  • What can be done to library spaces?
  • people who come in are smart and want to use their brains
  • why put up signs everywhere!
  • Quote: “Thirty spokes share the wheel’s hub. It is the centre hole….”

4. Sustainability: is it sustainable over time?

  • What can be repeated over time and be successful?
  • limited resources spark creativity and innovation
  • clay pot innovation story

The creative tension at the center of elegance: achieving the maximum effect with the minimum effort. We should relax.

 

Example equation: XI + I = X WRONG (how many moves to make correct?)

X + I = XI OR IX + I=X (1 move) OR turn upside down (no moves)

We don’t turn things upside down. We immediately start wanting to mess with it. What is possible, optimal.

Maybe instead: Do Nothing.

Relaxing your mind. Letting the solutions come to you.

Ideas that came while relaxing

  • Archimedes’ discovered volume displacement during a bath.
  • Einstein’s theory of pseical relativity came to him while daydreaming
  • Philo Farnsworth was plowing in a field when the rows and lines gave him the idea for the first TV
  • Richard Feynman was watching someone throw a plate when his theory of quantum electrodynamics was sparked
  • JK Rowling — Harry Potter character came to her on a train.

The path to elegance:

  • Reist the urge to act or add
  • Observe
  • Ensure a diversity of opinions and expertise are heard when you are considering what’s possible and how to get there.
  • Carve out time to think and time not to think
  • Get away from your devices
  • Get some sleep
  • Get outside

Do these things

  • Don’t feel guilty about stepping away.
  • Run on a beach
  • Go fishing
  • Play in the sand
  • Jump in mud puddles and scream your head off
  • Contemplate a fountain

Take away

  1. Read this book.
  2. Get out of the office.
  3. Play with kids.

Presentation from John Blyberg (Just pulling snippets of thoughts from his)

  • The quiet stir of thought (what the computer can’t do) from 1969
  • Libraries about curating experiences, not just materials
  • Mortar front for our networks
  • Redirecting resources from backroom to frontline staff (automated delivery services)
  • Shouldn’t do everything for everyone
  • iPhone comes without a manual. people freaked out, and yet survived
  • Signs: if you see signs everywhere when you walk into the library, there’s a problem
  • Signs are a bandaid
  • Idea: Touchscreen — interactive signs; give them the intrigue to discover something
  • Instant gratification; mobile.
  • Empowering you. How can libraries empower their patrons?
  • Different platforms for exploration. Microsoft Surface table. No explanation put out for what it was. Kids were curious and explored. Users governed how it worked.
  • Art gallery. playing chess. video game party (video games, set of rules, framework, discovery, solving problems)
  • occasionally people come into the library to study
  • users bring in own equipment; providing space for them.

Promoting with Web 2.0

Speaker: Curt Tagtmeier

Adult Services Librarian

Fremont Public Library (the library Facebook page); Library Website

Mundelein, IL

Highlights of his presentation can be found in the September issue of Computers in Libraries magazine.

Free Services such as:

  • YouTube
  • iLike.com
  • Twitter
  • Mobile Joomla
  • Meebo
  • Blogger/Dapper

But Stop…

  • how can patrons enjoy the benefits of these services without always being asked for a password?
  • how do we keep the patrons in one place sponsored by the library?
  • Is there one service?

Facebook!

Why? Because that’s where the people are at.

Grandparents are on to see their kids’ photos. Everybody uses Facebook.

Stats about Facebook….

  • 111 million in the US (30% of Facebook; 50% log in on a daily basis.
  • Average user has 130 friends on Facebook (if HS were like this, it wouldn’t have been quite so miserable 🙂 -speaker; lots of laughs )
  • Average user is connected to 80 community pages, groups and events.

Flexibility….

  • best of many social networking sites in one
  • post photos
  • status updates
  • videos
  • Instant Message
  • private messages

Libraries should be on Facebook because of its ever expanding mobile potential

  • convenience
  • viewing updates & creating updates from almost anywhere

Mobile Site for the Library Website

  • doing it ourselves can cause a great number of headaches when compared with the ease of Facebook
  • doing it ourselves allowed us to do a few things we couldn’t on Facebook
  • Nobody used the site & they continued to receive feedback on the Facebook page
  • In the end, too little results for too little payoff
  • Now it is just a static information tool.
  • Library size & budget — further development not worth it.

Secrets of our Facebook success

  • be unique (some libraries reduplicate their library website) [Facebook was created by people who hated traditional websites]
  • be practical
  • be innovate
  • be fun (always key) — show that library has some personality; give them something they couldn’t get on their website.
  • Try to think outside the box; what are others doing, try to take it a step further, and integrate apps into your Facebook page.
  • Make the information crucial and important to them.
  • Facebook Marketing for Dummies mentioned as a good resource.

Things Fremont Public Library does with Facebook

  • RSS feed into your library’s Facebook page, adding new updates from your library website (KLOW sites have RSS, Kansas libraries; I actually prefer using the Networked Blogs app to bring in the posts to the NEKLS Facebook page)
  • You can create customized links at the side of your page utilizing Facebook Markup Language (Widgets, basically)
  • Admins can now browse Facebook as a page and interact with other pages.
  • Apps can now be easily added as links to your Facebook page
  • Video playlists: New DVDs promotion
    • movie studios are now pushing their trailers to YouTube
    • once a month the library shares a video playlist of their new dvds and their official trailes
    • You can’t play the video playlist inside Facebook, only single videos
  • New Music and iLike.com
    • iLike is a social music discovery service and app
    • social networking for music
    • the library creates streaming playlists of highlighting new music recently purchased by the library
    • sometimes the songs are 30 seconds and sometimes the full clip
    • we publish technology training podcasts through iLike.com
    • How certain technologies work — a separate tab on their Facebook page houses all of these podcasts
  • Dapper.net
    • a free web-based service that allows you to extract info from any web site by using data mapping
    • options include RSS feeds; Google gadgets; widgets; xml; more
    • currently using Dapper to highlight current news as a Google Gadget
    • not using this much right now but will in the future.
    • (Wonder if you can use Dapper in a WordPress blog as a widget or text widget…)
    • Envisionware apparently (new version) can embed RSS; library not done this yet
  • Using FB as a reference services tool
    • instant messaging convenience — Meebo used on regular website
    • with the help of FBML, we were able to embed Meebo into our Facebook page (no stats)
  • Using FB as a searching tool
    • we added a widget for our catalog, so Facebook users could search for library materials
  • Communication tool
    • allows you to message your fans directly
    • don’t overuse this feature.
  • Walls have become the new discussion boards
    • library has tried to use the wall as a book discussion; hasn’t really worked so far.

Advice

  • Some things work
  • Some things don’t work
  • Have to evaluate the services and how their being used

Twitter

  • Twitter is active communication; Facebook is passive communication (you are asking for a reaction)
  • Twitter is a large wedding reception where you know 1 or 2 people; Facebook intimate dinner party

Questions

  • Future of library website and Facebook?
  • Will the two meeting somewhere in the middle? (Ning, example mentioned)

 

Overall summary of unCOILed experience

Overall, I was quite thankful I came down for unCOILed. Always good to meet librarians from other areas and states. As continuing education moves more and more toward a distance or online environment, workshops like this one, focusing on distance education for academic librarians,  are really needed for those in continuing education or who do a lot of training.

I’m beginning to learn and see that there are methods that work and methods that don’t work. People have different learning styles, and I think because many times you’re on your own learning, you have make much more effort to address each learning style in your online/virtual instructions. At least in F2F environments, people have the opportunities to do, watch, see, and hear. But online, if one learning style is left out of the approach that person is much more so alienated.

Thanks again to the organizers who put this together. I took notes for the four sessions I attended, and picked up the notes for a fifth. I’ll look through those later and write a separate post at that time (it was on LibGuides). Here’s all my notes to these sessions:

  1. Keynote Panel
  2. A New Look at COIL: Customizing Online Information Literacy
  3. If You Widget It, They Might Use It
  4. Teaching with Chat
  5. LibGuides (coming soon)

Teaching with Chat

Using the IM reference exchange to teach information literacy skills

Kathryn Plunkett, SOSU

“give a man a fish and he will eat for a day. teach a man to fish and he will eat for a lifetime” -chinese proverb

I took some notes on this session, but I honestly was tired by the time this one rolled around, and had a hard time staying focused by this point. Presenter was great; I just was overloaded by this point. As a result, I’m not posting all my notes here. They really won’t make sense (they barely make sense to me!).

Session Summary

Chat reference can be more than just a way to quickly answer ready reference questions. Especially for distance students. If the process is thought out, information literacy skills can be taught. When answering the questions, keep the ACRL Information Literacy standards in mind.

Some best practices to keep in mind:

For Students

  • Determine what the student already knows.
  • Build search strategies together;
  • aim for student independence;
  • describe each process step by step;
  • ask questions during each step;
  • ask the student to describe what s/he found;
  • define library terms.

For Library Staff

  • Know the importance of regular training.
  • Set policies and procedures.
  • Practice, Practice, Practice.
  • Show you are approachable interested and listening.
  • Use scripts when appropriate.

Market the service was briefly mentioned. Some extra discussion on just needing to go where the students were. More and more, people are not coming into the library; accessing information online. But that doesn’t mean they’re accessing “good” information, as ReadWriteWeb posted today, citing a new study out by Northwestern University.

This session definitely makes me want to think further about how NEKLS has implemented its new online chat service on our newly designed website. A few people have used it and have been well-served, but how do we get more librarians to use it? I know not everyone is comfortable with this interface and email or call us instead. But, for those who this might be helpful at the point they have questions, how do we reach them?

Sidenote: good discussion happened between the three Kansas librarians present at this workshop at the end. Brad Fenwick from Hutchison Community College and Carol Matulka from Pratt Community College and I talked at the end about reaching students who need access to the library’s services after their kids go to bed (after 9pm) or early in the morning (4am-8am). Almost every library is closed at this point, but chat service isn’t available to them at all. What might fill this gap? We talked about maybe about tapping into a worldwide network of librarians who at least could answer basic reference questions and get people started in the right direction. Is anyone aware of a service like this? I’ve heard of it for a text service for librarians, but not for online chat reference.