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Developing a Metrics-based Online Strategy



   Bridging Worlds Conference                      October 16 - 17, 2008

                                                          Joe Pagano
                                                      Library of Congress




Libraries are Changing




             “Developing a Metrics-based Online Strategy” / Joe Pagano
         Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
The New Library




                                                                 Web OPAC

     Podcasts



    Widgets

                                                        Social bookmarking
                Blogs

             “Developing a Metrics-based Online Strategy” / Joe Pagano
         Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




The Extended Library




             “Developing a Metrics-based Online Strategy” / Joe Pagano
         Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Libraries’ online
   options have
   multiplied …


      “Developing a Metrics-based Online Strategy” / Joe Pagano
  Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




 … and measuring
and understanding
those options have
 become complex.
      “Developing a Metrics-based Online Strategy” / Joe Pagano
  Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Basic Library Metrics




            “Developing a Metrics-based Online Strategy” / Joe Pagano
        Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




Basic Web Metrics




            “Developing a Metrics-based Online Strategy” / Joe Pagano
        Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Advanced Web Metrics




             “Developing a Metrics-based Online Strategy” / Joe Pagano
         Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




Open Questions

  • Provide
    – An approach to structuring metrics
    – Information to support strategies
  • Should
    – Focus on the user
    – Be broad in nature
    – Enable segmentation
    – Generate strategically focused answers

             “Developing a Metrics-based Online Strategy” / Joe Pagano
         Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Open Questions


  •   Who are your users?
  •   Where are your users coming from?
  •   What are your users’ needs?
  •   What did they accomplish on your site?
  •   How much time did it take?
  •   Were they satisfied?
  •   Would they recommend your site?


              “Developing a Metrics-based Online Strategy” / Joe Pagano
          Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




Categories of Web Metrics

  •   Internal site traffic
  •   Surveys and direct interaction
  •   External traffic and Web ecosystem
  •   Social Web




              “Developing a Metrics-based Online Strategy” / Joe Pagano
          Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Types of Web Metrics




        Behavior                                              Perception


           “Developing a Metrics-based Online Strategy” / Joe Pagano
       Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




   An open question
  approach to metrics



           “Developing a Metrics-based Online Strategy” / Joe Pagano
       Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Educational users are a primary audience.
conclusion



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                     OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Read online reports related to better understand what audiences are using
conclusion          which technologies. Podcast use is increasing, but it is not mainstream yet.



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Users in the “Education - Reference” category are using the Public Library and
conclusion          the National Library sites.

                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                     OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?



                       Non-United States traffic                       - www.loc.gov
   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            There is high international traffic to the Web site.
conclusion



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS                Review
  CATEGORY
 Internal traffic
                       referrals from
    Surveys                course
External Traffic
   Social Web
                       management
                          software




Answer &            Schools are incorporating our content into their curricula.
conclusion

                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                     OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Most users are successfully finding content. We need to better understand the
conclusion          users who are not finding what they need.



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?           From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?



     METRICS                                                                We can track partner
    CATEGORY                                                                content in the same
   Internal traffic                                                         way that we track our
       Surveys                                                              own content, as in this
  External Traffic                                                          Chronicling America
     Social Web                                                             example.




Answer &              Partners are a type of customer also, and it is useful to track their content
conclusion            contributions.



                           “Developing a Metrics-based Online Strategy” / Joe Pagano
                       Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                      OPEN QUESTIONS
  Who?           From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?



   METRICS
                       Review broad content use:
  CATEGORY                  Individual image files
 Internal traffic           Topic categories
    Surveys
                            Web pages
External Traffic
   Social Web




Answer &              Content can be found and used in different ways. We track a variety of
conclusion            content parameters.

                           “Developing a Metrics-based Online Strategy” / Joe Pagano
                       Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Changes to sections of the site have increased the amount of time spent on the
conclusion          site.



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                     OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?


                                                                     “Thank  you  for  working  to 
                                                                     make this page as well as the 
   METRICS                                                           many  others  like  it.  As  a 
  CATEGORY                                                           teacher  this  is  and  will 
 Internal traffic                                                    continue to be long after I am 
    Surveys                                                          gone an amazing resource.”
External Traffic                                                     09/09/2008   11:18 PM
   Social Web




Answer &            We are doing some things right!
conclusion


                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            By improving our navigation, we can increase our overall satisfaction.
conclusion



                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




                                     OPEN QUESTIONS
  Who?          From where?      Needs?        Accomplished?       Time spent?      Satisfied?   Recommend?




   METRICS
  CATEGORY
 Internal traffic
    Surveys
External Traffic
   Social Web




Answer &            Users associate items in the collection with holidays; perhaps we can make
conclusion          connections between the collection and cultural relevance.


                          “Developing a Metrics-based Online Strategy” / Joe Pagano
                      Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Four Areas to Look for Trends


  •   User traffic
  •   Content use
  •   Technologies
  •   Internet trends




                  “Developing a Metrics-based Online Strategy” / Joe Pagano
              Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




Trending Matrix: Content


                      Quantity                             Quality

      Input           How much                             How well did we
                      service did we                       deliver it?
                      deliver?
      Output          How much                             What quality of
                      change or effect                     effect or change
                      did we produce?                      did we produce?

                                                                                 Source: Gartner


                  “Developing a Metrics-based Online Strategy” / Joe Pagano
              Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Trending Matrix: Users

                     Quantity                          Quality

    First            How long did                      What impression
    visit            they stay the                     did the first visit
                     first time?                       make on them?
    Life             How many                          How does their
    time             times did they                    view of the
                     come back?                        organization
                                                       change over time?


               “Developing a Metrics-based Online Strategy” / Joe Pagano
           Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




Other Metrics Frameworks


  • NISO
  • Project Counter




               “Developing a Metrics-based Online Strategy” / Joe Pagano
           Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
Categories of Web Metrics

  • Libraries are changing
  • Open questions can support strategic
    direction
  • Correlations refine and improve answers
  • Trends add an important meaningful
    dimension to numbers
  • Metrics-based approach will insure online
    success


                     “Developing a Metrics-based Online Strategy” / Joe Pagano
                 Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore




  Joe Pagano
  jpag@loc.gov
  202-707-2488


  Bridge Drawing from the Library of Congress Prints and Photographs Collection.
  In 1894, the South Park Commission, administrator of Chicago's south side park system,
  retained the Boston-area landscape architecture firm of Olmstead, Olmstead and Eliot to
  refurbish Jackson Park, a lagoon-studded preserve on Lake Michigan. As befit its highly visible
  location near the park's perimeter, the structure delivered a polished Beaux Arts statement, its
  spandrels clad in dressed ashlar limestone accented by sculpted heads of exotic animals.




                                                   Note: Any data presented here are examples only and
                                                   do not represent official Library of Congress statistics.

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“Developing a Metrics-based Online Strategy”

  • 1. Developing a Metrics-based Online Strategy Bridging Worlds Conference October 16 - 17, 2008 Joe Pagano Library of Congress Libraries are Changing “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 2. The New Library Web OPAC Podcasts Widgets Social bookmarking Blogs “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore The Extended Library “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 3. Libraries’ online options have multiplied … “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore … and measuring and understanding those options have become complex. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 4. Basic Library Metrics “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Basic Web Metrics “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 5. Advanced Web Metrics “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Open Questions • Provide – An approach to structuring metrics – Information to support strategies • Should – Focus on the user – Be broad in nature – Enable segmentation – Generate strategically focused answers “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 6. Open Questions • Who are your users? • Where are your users coming from? • What are your users’ needs? • What did they accomplish on your site? • How much time did it take? • Were they satisfied? • Would they recommend your site? “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Categories of Web Metrics • Internal site traffic • Surveys and direct interaction • External traffic and Web ecosystem • Social Web “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 7. Types of Web Metrics Behavior Perception “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore An open question approach to metrics “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 8. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Educational users are a primary audience. conclusion “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Read online reports related to better understand what audiences are using conclusion which technologies. Podcast use is increasing, but it is not mainstream yet. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 9. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Users in the “Education - Reference” category are using the Public Library and conclusion the National Library sites. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? Non-United States traffic - www.loc.gov METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & There is high international traffic to the Web site. conclusion “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 10. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS Review CATEGORY Internal traffic referrals from Surveys course External Traffic Social Web management software Answer & Schools are incorporating our content into their curricula. conclusion “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Most users are successfully finding content. We need to better understand the conclusion users who are not finding what they need. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 11. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS We can track partner CATEGORY content in the same Internal traffic way that we track our Surveys own content, as in this External Traffic Chronicling America Social Web example. Answer & Partners are a type of customer also, and it is useful to track their content conclusion contributions. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS Review broad content use: CATEGORY Individual image files Internal traffic Topic categories Surveys Web pages External Traffic Social Web Answer & Content can be found and used in different ways. We track a variety of conclusion content parameters. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 12. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Changes to sections of the site have increased the amount of time spent on the conclusion site. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? “Thank  you  for  working  to  make this page as well as the  METRICS many  others  like  it.  As  a  CATEGORY teacher  this  is  and  will  Internal traffic continue to be long after I am  Surveys gone an amazing resource.” External Traffic 09/09/2008   11:18 PM Social Web Answer & We are doing some things right! conclusion “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 13. OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & By improving our navigation, we can increase our overall satisfaction. conclusion “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore OPEN QUESTIONS Who? From where? Needs? Accomplished? Time spent? Satisfied? Recommend? METRICS CATEGORY Internal traffic Surveys External Traffic Social Web Answer & Users associate items in the collection with holidays; perhaps we can make conclusion connections between the collection and cultural relevance. “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 14. Four Areas to Look for Trends • User traffic • Content use • Technologies • Internet trends “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Trending Matrix: Content Quantity Quality Input How much How well did we service did we deliver it? deliver? Output How much What quality of change or effect effect or change did we produce? did we produce? Source: Gartner “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 15. Trending Matrix: Users Quantity Quality First How long did What impression visit they stay the did the first visit first time? make on them? Life How many How does their time times did they view of the come back? organization change over time? “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Other Metrics Frameworks • NISO • Project Counter “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore
  • 16. Categories of Web Metrics • Libraries are changing • Open questions can support strategic direction • Correlations refine and improve answers • Trends add an important meaningful dimension to numbers • Metrics-based approach will insure online success “Developing a Metrics-based Online Strategy” / Joe Pagano Bridging Worlds 2008 Conference / 16-17 October 2008 / Singapore Joe Pagano jpag@loc.gov 202-707-2488 Bridge Drawing from the Library of Congress Prints and Photographs Collection. In 1894, the South Park Commission, administrator of Chicago's south side park system, retained the Boston-area landscape architecture firm of Olmstead, Olmstead and Eliot to refurbish Jackson Park, a lagoon-studded preserve on Lake Michigan. As befit its highly visible location near the park's perimeter, the structure delivered a polished Beaux Arts statement, its spandrels clad in dressed ashlar limestone accented by sculpted heads of exotic animals. Note: Any data presented here are examples only and do not represent official Library of Congress statistics.