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. 2. 3. 4. 5. 6. 7. Review learning goals Identify learning outcomes Create learning activities Enact learning activities Gather data Interpret & analyze data 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-itilbest-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. 2. 3. 4. 5. 6. 7. 8. 9. Focusing a Topic Sources: Background Searching the Catalog Search Terms Searching Periodicals ID-ing Reference Sources Citation & References Library Classification Etc. Shared Responsibility Contemporary IL Instruction 1. 2. 3. 4. 5. 6. 7. Determine Info Need Research Methods Scholarly Communications Information Technology Evaluating Info Sources ID-ing Reference Sources 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. 2. 3. 4. Learner Financial Internal Processes Learning & Growth Strategy Mapping Our Perspectives: 1. 2. 3. 4. Learner National Standards Internal Processes Learning & Growth Strategy Mapping Our Perspectives: 1. 2. 3. 4. Learner National Standards Internal Processes Learning & Growth Our Strategy Map Our Perspectives: 1. 2. 3. 4. Learner National Standards Internal Stakeholders Learning & Growth Our Strategy Map Perspectives • • • • Learner National Internal Growth Our Strategy Map Strategic Themes • • • • Learner National Internal Growth Strategic Themes • Memorable and motivational names of 3-5 words. • Defensible with good execution. Our Strategy Map Lifelong Learning Program Integration Great Teaching Assessment as Learning • • • • Learner National Internal Growth Perspectives 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 Add-ons • Columns • Minipies • Bullet Graphs http://www.vertex42.com/ExcelArticles/sparklines.html Add-ons • Sparklines • Scatter Plots • Whiskers 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 http://blog.socrato.com/wpcontent/uploads/2011/04/staggering_education_infographic1.jpg 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://www958.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. ACRL 2009 “Challenges for Distance Students and Distance Librarians: Taking Advantage of the Online Environment” Link 2. • 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).