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Kathleen Reed 
kathleen. reed@v iu. ca 
@kathleenreed 
DESIGNING DATA PLANS: 
COLLECTING, STORING, AND DELIVERING DATA 
INTO THE HANDS OF PEOPLE THAT NEED IT
POLL 
Does your library have a data 
management plan (DMP) in 
place for assessment data?
TAKE AN INVENTORY 
Identify what you’ve got already 
 Group by assessment theme (i.e. e-resources, circ, ref) 
 Create a master sheet with user ID & passwords to access 
Identify your needs 
 Specific questions 
 Monthly reports 
 CPSLD, CARL stats 
Does what you collect cover your needs? 
 Outdated? Update! 
 Don’t collect data you don’t need just because you can
DATA MANAGEMENT PLANNING 
 Data Collection 
 Inventory 
 What are you planning on doing with the data? Format 
matters! 
 Documentation 
 What documentation is required to understand, collect, and 
use the data by someone else? 
 How do you calculate x? 
 Where does documentation live?
DATA MANAGEMENT PLANNING 
 Storage & Backup 
 Where are you going to store data? Is it secure? 
 How are you backing it up? 
 Are your files easily accessible to those who need them?
PILING IS NOT A GOOD 
DATA MANAGEMENT STRATEGY 
Flickr CC image: tifotter
STICKY NOTES ARE NOT A GOOD 
DATA MANAGEMENT STRATEGY 
Flickr CC image: Wade Morgan
FOLDERS AREN’T EASY ON THE EYES!
DATA MANAGEMENT PLANNING 
 Preservation 
 Storage now vs. long term preservation 
 Does data, stats, or analysis go into an institutional archive? 
 Sharing (External Audiences) 
 Are you going to make data open access? 
 Remember to write this into ethics board applications, respect contract 
language 
 Clean data to make it understandable, anonymous 
 Provide documentation and/or code books 
 Do you have a way of communicating trends, findings, and evidence - 
based decisions to external university community?
INTERNAL REPORTING 
 Sharing stats and analysis is key to establishing a 
culture of assessment 
 Survey colleagues about their assessment needs 
 Monthly reports to all librarians 
 Remember front line staff 
 Different reporting for different needs 
 Don’t email spreadsheets – include context and analysis
DATA PLANNING RESOURCES 
Data Management Planning Tool (DMP) 
http://dmp.library.ualberta.ca 
 VIU Data Management Guide 
http://libguides.viu.ca/datamanagemen 
t
THANKS FOR LISTENING! @kathleenreed 
kathleen. reed@v iu. ca

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Designing Data Plans for Library Assessment

  • 1. Kathleen Reed kathleen. reed@v iu. ca @kathleenreed DESIGNING DATA PLANS: COLLECTING, STORING, AND DELIVERING DATA INTO THE HANDS OF PEOPLE THAT NEED IT
  • 2. POLL Does your library have a data management plan (DMP) in place for assessment data?
  • 3. TAKE AN INVENTORY Identify what you’ve got already  Group by assessment theme (i.e. e-resources, circ, ref)  Create a master sheet with user ID & passwords to access Identify your needs  Specific questions  Monthly reports  CPSLD, CARL stats Does what you collect cover your needs?  Outdated? Update!  Don’t collect data you don’t need just because you can
  • 4. DATA MANAGEMENT PLANNING  Data Collection  Inventory  What are you planning on doing with the data? Format matters!  Documentation  What documentation is required to understand, collect, and use the data by someone else?  How do you calculate x?  Where does documentation live?
  • 5. DATA MANAGEMENT PLANNING  Storage & Backup  Where are you going to store data? Is it secure?  How are you backing it up?  Are your files easily accessible to those who need them?
  • 6. PILING IS NOT A GOOD DATA MANAGEMENT STRATEGY Flickr CC image: tifotter
  • 7. STICKY NOTES ARE NOT A GOOD DATA MANAGEMENT STRATEGY Flickr CC image: Wade Morgan
  • 8. FOLDERS AREN’T EASY ON THE EYES!
  • 9. DATA MANAGEMENT PLANNING  Preservation  Storage now vs. long term preservation  Does data, stats, or analysis go into an institutional archive?  Sharing (External Audiences)  Are you going to make data open access?  Remember to write this into ethics board applications, respect contract language  Clean data to make it understandable, anonymous  Provide documentation and/or code books  Do you have a way of communicating trends, findings, and evidence - based decisions to external university community?
  • 10. INTERNAL REPORTING  Sharing stats and analysis is key to establishing a culture of assessment  Survey colleagues about their assessment needs  Monthly reports to all librarians  Remember front line staff  Different reporting for different needs  Don’t email spreadsheets – include context and analysis
  • 11.
  • 12. DATA PLANNING RESOURCES Data Management Planning Tool (DMP) http://dmp.library.ualberta.ca  VIU Data Management Guide http://libguides.viu.ca/datamanagemen t
  • 13. THANKS FOR LISTENING! @kathleenreed kathleen. reed@v iu. ca