The 2022-2023 annual assessment plan, like the previous plans, brings together different Library teams for collaborative work and attempts a balanced focus on Library services, collections, and space.
Previous annual plans have mapped assessment projects to the Library Strategic Plan. As the Library is currently developing the next Strategic Plan, this year’s projects are mapped to the University Academic Plan.
Report Presentation | ||||||
Assessment Project |
Type, Purpose, and RationaleAcademic Plan Mapping |
Responsibility |
Timeframe |
Resources |
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Annual Library Planning Data Review |
The purpose of this project is to gather assessment data that will contribute to the success of annual planning processes. This will include a review of available data and revisions to future data collection. Innovation: Challenging the Status Quo |
ACL of SRC, Assessment Librarian, Team Leads |
Consultation October 2022; Initial data collection Dec 2022; Further planning and additional data collection May 2023 |
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Assessment Data Dashboard |
The data dashboard project continues with two projects. Additions to the instruction and research help dashboard will strengthen this data and implement feedback received from librarians and staff. The creation of a dashboard focusing on CARL data will allow for institutional comparisons. Innovation: Challenging the Status Quo |
Assessment Librarian, Head of Teaching and Learning, Teaching Team, Lead Hand Collections | Ongoing | |||
Innovations to Borrowing and Lending Services |
This project will continue to implement the outcomes of the scan and deliver survey. Namely it will entail creating content to answer common patron questions and better explain how the service functions, such as an infographic and FAQ. Student Experience; SRC & Graduate Studies |
Resource Sharing Librarian (Leanne Notenboom), Head of Borrowing and Lending Services, Borrowing and Lending Services Technicians | December 2022 | |||
Knowledge Management related to Assessment |
This project will refine the location of Library assessment data, enabling greater internal access to statistics modules, compiled data, and reports. Innovation: Challenging the Status Quo |
Assessment Librarian, Web Librarian |
Fall 2022 |
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Systems Migration Support |
This project will determine what assessment data is required for the planned integrated library services (ILS) migration. It will include a review of the proposed system and may include system usage analysis or user experiencing testing. This data analysis will support a future ILS migration. Innovation: Challenging the Status Quo |
Collections Librarian (Trina Grover), Systems Committee (Sally Wilson) | Winter 2023 | |||
Environmental Scan of Institutional Assessment Instruments
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This project will consist of an environmental scan of large-scale, institution level assessment instruments and a needs assessment. Innovation: Challenging the Status Quo; Student Experience |
Assessment Librarian | Winter 2023 | |||
Acquisitions Space Requirements |
TMU Libraries continue to grow and we anticipate the creation of branch libraries. This project will assess space needs in relation to current and future acquisitions needs. SRC & Graduate Studies |
Collections Librarian (Trina Grover), Head Law Library, Medical Library Committee | Winter 2023 | |||
Marginalized Student Study |
This multi-institutional qualitative research study focuses on the COVID-19 research needs of graduate students with marginalized identities. The current focus of this project is on data analysis and publication, including recommendations for best practices for library services. Student Experience; SRC & Graduate Studies; Advancing Indigenous Initiatives |
Assessment Librarian and Liaison Librarian (Cecile Farnum) | Fall 2022 | |||
Instruction Statistics Updates |
Library statistics on instruction are important for demonstrating liaison impact. The module for inputting these statistics requires an update while retaining longitudinal data. SRC & Graduate Studies |
Head of Teaching and Learning Services, Teaching team, Liaison librarians, Assessment Librarian | Completion by Dec 2022 | |||
Law Library Space Use |
This project will build on existing statistics about law library space use to determine when and how frequently specific locations in the law library are used. This will allow for future space planning. Student Experience |
Assessment Librarian, Head Law Librarian, Law Library Technician (Kelley Doan)
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Fall 2022 |
For 2021-2022, the annual assessment plan emphasizes evaluation and assessment that is responsive to COVID-19-related Library services and the corresponding needs and challenges of patrons. As an ongoing pandemic, COVID-19 is likely to evolve in ways that will require continued service flexibility, which ongoing evaluation can provide. The annual assessment plan is conceived of as an adaptable, living document; due to pandemic uncertainty, that framing is more important this year than normal. This assessment plan, like the previous ones, also brings together different Library teams for collaborative work. The flexibility of this plan is essential for ensuring collaboration in a time of increased workloads and pandemic-related concerns.
Previous annual plans have mapped assessment projects to the Library Strategic Plan. As the Library is currently developing the next Strategic Plan, this year’s projects are mapped to the University Academic Plan.
There is also an attempt in this plan to balance assessment that considers services, collections, and space.
Report Presentation | ||||||
Assessment Project |
Type, Purpose, and RationaleStrategic Plan Mapping |
Responsibility |
Notes |
Resources |
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Liaison Model Assessment |
The purpose of this assessment is to determine the strengths and areas for improvement of the current liaison model. Focus groups were chosen as an appropriate assessment method because they enabled librarian conversation across teams and match assessment used to create the new model. These focus groups were conducted in summer 2021. In fall 2021, the focus group data will be analyzed, shared back with liaison librarians, and followed by additional data collection. Student Experience; |
Assessment Librarian, Associate Chief Librarian, Liaison Team Leads |
Completed fall 2021. |
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Data Dashboard |
Following the approval of Google Data Studio, the Assessment Librarian will create data visualizations of Library assessment data and share these with data stakeholders and users. The purpose of these consultations is to facilitate the streamlined collection of and access to data that can be used on a regular basis to better understand and improve Library services, as well as to capture and communicate the impact of the Library to the priorities of the University. The dashboard should also meet regular reporting requirements. Innovation: Challenging the Status Quo |
Assessment Librarian, Associate Chief Librarian, Heads, Lead Hands | Initial dashboards completed; progress continues | |||
Scan and Deliver Data Analysis | The purpose of this assessment is to better understand why Library patrons, including students, faculty, and staff, have used the Scan and Deliver service. What benefits does it offer them, what barriers does it help them overcome, and what role do scanned materials plan in their scholarly research? This information will allow the Library to better understand the effectiveness of this service and plan for future service offerings. | Assessment Librarian, BLS & Collections Librarian | Winter 2022 Data Collection and Analysis complete | |||
Marginalized Student Study |
This multi-institutional qualitative research study will include a survey of graduate students and interviews with students from marginalized groups about their challenges during COVID-19. Its purpose is to learn about the Library service needs of researchers outside of the dominant majority, and this knowledge will be used to create best practices. Graduate students face research challenges that have been exacerbated by COVID-19 and are in need of study and support. Student Experience, SRC & Graduate Studies; Innovation: Challenge the Status Quo |
Research team |
This is a two-year study. Initial results were shared at the QQML Conference in May 2022. |
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Workshop forms implementation |
In order to better collect workshop data, workshop sign up forms and feedback forms have been revised and standardized to match other instruction data. The purpose of this revision is to make data collection easier, more accurate, more useful, and enable librarians to access sign up and feedback data. In order to understand trends in workshop registration and attendance, the fall workshop data will be analyzed. This will enable better planning of workshops and communication. Student Experience; SRC & Graduate Studies; Community and Urban Partnerships |
Assessment Librarian, Teaching and Learning Dept. Head, Collaboratory Operations Specialist | This template is in use for current workshops | |||
Strategic Planning Measures |
The purpose of this assessment is to identify measures to quantify and/or describe progress on strategic planning goals as they are developed in the current Library Strategic Plan. Innovation: Challenging the Status Quo |
Associate Chief Librarian, Assessment Librarian | Complete | |||
Gobi Analysis |
Due to changes in Library collections practices, the software used for book purchases is presenting challenges related to acquisition and data management. This project would identify issues with the Gobi system. The purpose of this project would be to improve Library collections data and processes, which would in turn improve the ability of the Library to support research. SRC & Graduate Studies |
Collections team members, Lead Hand Collections | There is additional investigation required regarding the 2021 Oxford purchase; in general, the situation has improved due to new work by the acquisitions and cataloguing team members | |||
Trans National Education - UCE and RUIC Library Support and Demand |
The Library is serving two new groups of students and instructors at the Universities of Canada, Cairo and Toronto Metropolitan University International College (TMUIC). The assessment of services that are provided and used by these students and instructors will be adjusted to capture data from them, and this will be assessed on an ongoing basis. Student Experience, Innovation; Challenging the Status Quo |
Electronic Resources Librarian, Head BLS, Head LLS, Liaison Librarians in relevant subject areas, Assessment Librarian |
Data collection processes set up. Collection related to UCE deferred due to delayed implementation of campus. | |||
Evaluation of Usage on Electronic Collections |
This project will use EZProxy data to analyze trends and usage by faculty of study. The goal of this project is to support collections acquisitions and renewals, especially for new initiatives and programs where usage patterns could inform acquisition decisions. SRC & Graduate Studies |
Acquisitions Librarian, Lead Hand Collections | ||||
Library Space Assessment and Post-Occupancy Evaluation |
Space assessment for winter 2022 will be guided by strategic planning and adapted as needed to changing needs and context. Student Experience; SRC and Graduate Studies; Community and Urban Partnerships |
Associate Chief Librarian, others TBD. | Deferred | |||
Law Library Space Use |
The purpose of this assessment is to understand how the Law Library space, which was established in 2020, is used. This data will be useful for making immediate service improvements and for planning for the planned new Law Library space. Student Experience; Community and Urban Partnerships; SRC & Graduate Studies |
Associate Chief Librarian, Assessment Librarian, Head Law Librarian |
Deferred |
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For 2020-2021, the annual assessment plan emphasizes evaluation and assessment that is responsive to COVID-19-related Library services and the corresponding needs and challenges of patrons. As an ongoing pandemic, COVID-19 is likely to evolve in ways that will require service flexibility, which ongoing evaluation can provide. The annual assessment plan is conceived of as an adaptable, living document; due to pandemic uncertainty, that framing is more important this year than normal. This assessment plan, like the previous ones, also brings together different Library teams for collaborative work. The flexibility of this plan is essential for ensuring collaboration in a time of increased workloads and pandemic-related concerns.
Previous annual plans have mapped assessment projects to the Library Strategic Plan. As the Library is currently developing the next Strategic Plan, this year’s projects are mapped to the University Academic Plan.
There is also an attempt in this plan to balance assessment that considers services, collections, and space.
Report Presentation | ||||||
Assessment Project |
Type, Purpose, and RationaleStrategic Plan Mapping |
Responsibility |
Notes |
Resources |
||
Strategic Planning |
The strategic planning process is underway to create the next five year plan for TMU Library in line with the Toronto Metropolitan University Academic Plan. It incorporates several assessment methods, including broad environmental scans, staff feedback, and a surveys of library stakeholders. Innovation: Challenging the Status Quo |
Associate Chief Librarian, Client Services Manager, Assessment Librarian |
This work is ongoing. As part of this assessment work numerous environmental scan working groups compiled data, staff consultation was held, and a large institutional survey was conducted. |
The previous strategic plan: https://library.torontomu.ca/info/strategic/plan/ | ||
Marginalized Student Study |
This multi-institutional qualitative research study will include a survey of graduate students and interviews with students from marginalized groups about their challenges during COVID-19. Its purpose is to learn about the Library service needs of researchers outside of the dominant majority, and this knowledge will be used to create best practices for Library research support. Graduate students face research challenges that have been exacerbated by COVID-19 and are in need of study and support. Student Experience, SRC & Graduate Studies, Advancing Indigenous Initiatives |
The Assessment Librarian and a Liaison Librarian are members of a research team.
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In 2020-2021 this study received funding and planned for data collection in 2021-2022. |
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Innovations to Borrowing and Lending Services |
Contactless Print Pickup, Scan and Deliver, and other developing services will be evaluated with usage metrics. Exit surveys will also be shared with patrons. The purpose of this assessment is to identify the success of new services, the goal of which is to enable access to print resources. Innovation: Challenging the Status Quo |
Head of Borrowing and Lending Services, Collections Librarians, Borrowing and Lending Services Technicians |
This work is ongoing, with initial assessment completed August 2020.
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Print Pickup: https://library.torontomu.ca/services/borrower/contactless/ Scan and Deliver:
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COVID-19 Eresources
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The acquisition costs of materials acquired due to COVID-19, the increased expenditure on electronic resources resulting from the pandemic, and usage patterns resulting during this time all require analysis. This can be done through a review of internal collections data and Summon and JUSP usage data. Eresource expenditure and usage have both been affected by COVID-19; it is important to assess this quantitatively and with an eye to improvements. SRC & Graduate Studies |
Acquisitions Librarian, Head of Collections, Collections Team, Assessment Librarian | This work has been ongoing. |
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Remote Teaching and Learning |
This research includes conducting focus groups with librarians about their experience with online teaching in workshops and appointments. During COVID-19, teaching and research help services, including appointments have moved online. It is important to assess these services to study what constitutes success in emergency remote instruction from a librarian perspective. Innovation: Challenging the Status Quo, Student Experience |
User Experience Librarian, Teaching and Learning Team | Focus Groups run in Fall 2020, report produced and shared back with liaison librarians in Spring 2021. | |||
Space Usage and Renovation Support |
A number of renovations are planned for the Library Building. Assessment data will support this work, including updates to floor maps, collections metrics, and space usage. Student Experience, Community and Urban Partnerships |
Space Committee | Due to COVID-19 building closures this assessment work took a different focus. The result was that focus groups were held in Spring 2021 to ask students about their use of Library space and study space needs. | |||
Furniture Survey |
An exit survey is planned for patrons who book a study space and make use of the new furniture. This feedback will inform future furniture acquisition and space planning during COVID-19. Student Experience |
Assessment Librarian | Implications for furniture are outlined in the report from the space focus group study. However, testing of furniture on site by students has been deferred due to COVID-19. | |||
Redesigned Website Homepage Assessment |
A usability study and review of relevant web metrics will enable librarians to assess the success of the redesigned website homepage. The redesign is intended to be easier to use, and we need to know how it has affected traffic, given that the Library website and access to Summon is vitally important for researchers. Student Experience |
User Experience Librarian, Web Librarian, Communications Specialist | This work has been Deferred due to COVID-19. | |||
Ethnographic Study |
The Library is partnering with a class studying ethnographic methods. This collaboration will give students an opportunity to exercise their skills with an applied research question, and it will lead to results that can be applied to improve Library services. Student Experience |
Associate Chief Librarian, Assessment Librarian, UX Librarian, Data Librarian, Collections Lead FOA Librarian |
This was a collaboration between the Library and LIR400 Arts students in a course on Ethnographic research. The students reported that this was a useful learning experience for them, and the Library has received a report of their findings on how Library services are used and perceived by students. This collaboration was successful and may set a model for the future. |
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Fact Sheet Development |
The fact sheet includes Library statistics that are included in program reviews and proposals. This fact sheet needs to be refined and its purpose reexamined. A redeveloped fact sheet will aid in communication. Innovation: Challenging the Status Quo |
Assessment Librarian, New Media Designer | This work is ongoing with the Assessment Librarian and Team Leads. | |||
Assessment Data Dashboard |
The creation of a dashboard for viewing cleaned assessment data has been a long standing goal of the Library. This project will advance further this year through the creation of workflows for Library Lead Hands for data collection and management. This project will enable faster access to Library data, which will enhance its use. Innovation: Challenging the Status Quo |
Assessment Librarian, Head of Collections, Head of Borrowing and Lending Services, Lead Hands | Stage 1 of this project was completed in Winter 2020, which included compiling and cleaning over twenty data sources, refining collections processes, and creating data visualizations. |
Report Presentation | ||||||
Assessment Project |
Type, Purpose, and RationaleStrategic Plan Mapping |
Responsibility |
Notes |
Resources |
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Reference and research services review |
This mixed methods study will explore the strengths and weaknesses of the current reference service model in place since 2015. The Library continually renews and experiments with a variety of service models and spatial arrangements designed to meet user's changing and information needs. Student Engagement: Transform service models to enable the highest quality of service to our user communities |
User Experience Librarian; Head of Library Learning Services; Evaluation and Assessment Librarian |
Completed Spring 2019. | |||
Learning Outcomes |
This instruction questionnaire will determine the reason that students seek research help and their learning outcomes. Assessment will begin with DME tutorials and other service points will be assessed later. Student Engagement: Enhance the Library’s ability to support the information needs of diverse learners and facilitate the development of lifelong learning skills. |
Evaluation and Assessment Librarian & Digital Media Experience Coordinator
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Deferred due to staffing capacity. Help seeking behaviour is an ongoing area of study. |
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Data Privacy and Transparency Plan |
The need to determine data privacy and transparency policies was determined during research conducted for an assessment system. This report will establish practical policies for working with library assessment data. Student Engagement: Develop a robust assessment framework that will allow the Library to improve spaces, Innovation Ecosystem: Become a leader in the development of sustainable, innovative library technology tied to our values |
Evaluation and Assessment Librarian & Evaluation and Assessment Committee | Reviewed and deemed not applicable. |
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Tableau Implementation |
The software Tableau will be implemented in order to increase the library's ability to create data visualizations. This will enhance our teaching ability within this area, as well as our internal assessment work. Innovation Ecosystem: Build a flexible, sustainable and progressive technological infrastructure to address the |
Evaluation and Assessment Librarian; Data Librarian; Associate Chief Librarian | Completed Spring/Summer 2019. For information about use, please contact the Assessment Librarian. | |||
Brown Bag Lunch |
The assessment committee will plan brown bag lunches at the rate of one per semester. The purpose is to share assessment results in an informal environment with all library staff. Innovation Ecosystem: Foster a culture of innovation among librarians and staff by supporting ongoing professional development and experiential learning. |
Evaluation and Assessment Committee | Deferred. | |||
Tableau Implementation: ERM |
In order to assist in ongoing electronic resource assessment, the Assessment Librarian will work with the electronic resources team and the head of collections to implement an assessment system to enable the collection of usage statistics. Innovation Ecosystem: Build a flexible, sustainable and progressive technological infrastructure to address the |
Electronic Resources Librarian; Evaluation and Assessment Librarian; Head of Collections; Electronic Resources Technician; Serials Assistants | Tableau work completed Spring 2019. | |||
LibQual |
In order to improve library services, a LibQual survey will be conducted to learn more about user needs. LibQual has been used for several years by TMU Library to evaluate our services. Student Engagement: Transform service models to enable the highest quality of service to our user communities. |
Evaluation and Assessment Librarian & Data Librarian | Conducted April 2019, analysis completed July 2019. | |||
ERM Analysis: A&I database analysis |
In order to support collections and the electronic resource team, a review of A&I databases will be conducted. This work is analytical in nature and will enhance our collection offerings. SRC Excellence: Align processes and support structures to ensure the Library can provide excellent stewardship of research materials in a fiscally responsible, transparent fashion. |
Evaluation and Assessment Librarian & Electronic Resources Team | Completed March 2019. | |||
Liaison Model Assessment
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Assessment is necessary to assist with the implementation of a new liaison model. This work will allow the library to better understand the effectiveness of newly implemented workflows. Innovation Ecosystem: Explore new organizational models and informal collaborations that better support collections building, research, and teaching in a dynamic, collaborative environment. |
Liaison Model Implementation Team & Assessment Committee | Deferred to 2020 due to implementation delays. | |||
Stack Shift Assessment |
Following the stack shift of summer 2018, assessment will be undertaken to determine its effect on collection use. SRC Excellence: Align processes and support structures to ensure the Library can provide excellent stewardship of research materials in a fiscally responsible, transparent fashion. |
Evaluation and Assessment Librarian & Head of Collections | Deferred until a complete year of data has been collected. | |||
UX Assessment |
The UX Librarian conducts ongoing studies of researcher experience. Student Engagement: Enhance the Library’s ability to support the information needs of diverse learners and facilitate the development of lifelong learning skills. |
User Experience Librarian | Ongoing | |||
ERM Assessment |
The Evaluation and Assessment Librarian provides ongoing support for collections analysis, including assessment of electronic resources. Increase SRC Excellence: Increase capacity to develop research-oriented collections in identified areas of TMU |
Evaluation and Assessment Librarian | Ongoing |
Doc Icon image by Dániel Aczél as a part of the Noun Project Universal circle pack Collection
Presentation image by Maxim Kulikov from the Noun Project.